Use ReconcileIQ from Claude or ChatGPT
Connect your ReconcileIQ account to an AI assistant and work on your books from a conversation: ask what the numbers say, make bookkeeping changes that are always previewed before anything is written, and run CodeIQ coding against the accounting platform your client already uses.
Before you start
- A ReconcileIQ account. Signing up is free, and the free tier includes one IQ Books organisation with the whole ledger.
- Connecting costs nothing. Reading your books and making bookkeeping changes cost nothing either. CodeIQ coding draws credits, four a transaction, and reconciliations draw credits too; the tool that charges says so before it runs.
- The connector address, which is the same for every assistant:
https://api.reconcileiq.com/mcpConnect in Claude
- In Claude on the web or desktop, open Customize, then Connectors.
- Choose Add custom connector, name it ReconcileIQ, paste the address above and add it.
- Select Connect. A ReconcileIQ page opens: sign in, choose which organisations the connection may use and what it may do, then allow it.
- In a chat, turn the connector on from + > Connectors and ask a question about your books.
Any Claude plan can add a custom connector. On a Team or Enterprise plan an owner may need to allow custom connectors for the organisation first.
Connect in ChatGPT
- In ChatGPT on the web, open Settings, then Apps & Connectors, then Advanced settings, and turn on Developer mode.
- Back in Apps & Connectors, choose Create. Name it ReconcileIQ, paste the address above, choose OAuth as the authentication and create it.
- Sign in on the ReconcileIQ page that opens, choose the organisations and permissions, and allow it.
- Start a chat, add ReconcileIQ from the tools menu, and ask a question about your books.
OpenAI makes developer mode available on Plus, Pro, Business, Enterprise and Education accounts. Menu names in ChatGPT change from time to time; the address and the sign-in step do not.
Claude Code and other MCP clients
Any client that speaks the Model Context Protocol over streamable HTTP can connect. Clients that support OAuth sign in exactly as above. For Claude Code:
claude mcp add --transport http reconcileiq https://api.reconcileiq.com/mcpScripted clients can send an API key in the Authorization header instead. The developer reference covers keys, scopes and the full tool list.
What you are asked to allow
The sign-in page is ours, not the assistant's, and it shows exactly who is asking and for what. You choose the organisations the connection may touch, and each permission separately:
| Permission | What it allows |
|---|---|
| Read | See your customers, suppliers, invoices, bank transactions and reports. Nothing is changed. |
| Change | Create and edit records and post to your ledger, always previewed first and carried out only when you confirm the preview. |
| Send | Email invoices and statements to your customers and suppliers. Kept separate because a sent email cannot be recalled. |
| Code | Run CodeIQ over bank transactions against a connected platform and post the result back once you approve it. Uses credits. |
| Reconcile | Run Bank Reconciler reconciliations. Uses credits. |
Things to ask
- What was our profit for the last quarter, and which three costs grew the most?
- Who owes us money, and which invoices are more than 60 days overdue?
- Raise an invoice to Meridian Office Supplies for 12 hours of consultancy at £85, with standard rate VAT.
- Which VAT periods is HMRC expecting a return for, and what are the nine boxes for the open one?
- Code last month's bank statement for this Xero company and show me anything you were not sure about.
What it will never do
Every change is two steps. The assistant first asks for a plan, which shows what would happen and writes nothing. Only after you have seen the plan and agreed does it carry out that exact plan, once. Some things are not available through the connector at all, by design:
- Filing a VAT return or any other submission to HMRC. That is a declaration by the taxpayer and is made by a person in the app.
- Paying anyone, or producing a bank payment file.
- Closing a financial year.
- Adding or removing members of an organisation, or changing their roles.
Every call the connector makes is logged against your account, and the assistant can show you that log for any set of books.
Disconnecting
Remove ReconcileIQ from your assistant's connector settings at any time. An unused connection lapses on its own after 60 days, and you can end it straight away from Connected apps in your ReconcileIQ account.
Your data
When you use the connector, the answers to your assistant's requests are sent to the assistant you chose, and that provider handles them under your own agreement with it. Work started from an assistant is handled exactly as the same work done in the app. The privacy policy covers this in full.
Help
Email [email protected] or use the contact page. If a tool call failed, include the time and what you asked, and we can find it in the log.