Add Zeno as a connector and Claude can answer questions from the books, code the bank feed, match receipts, enter bills and prepare the month. It works from claude.ai, Claude Desktop, the mobile apps and Claude Code. Nothing posts until a person approves the plan in Zeno.
“Who owes us money?” “Why were expenses up in August?” “Which bills are due this week?” Claude answers from QuickBooks and shows the invoices and charges behind the number. A question that needs the bookkeeper waits for them in Zeno.
Zeno for Business →“Code September’s card charges. Hold anything over $500.” Claude codes the feed with the company’s rules, matches the receipt folder, enters the bills in the inbox, and brings you one plan. You approve it in Zeno and it posts.
What changes for the bookkeeper →Claude sees one client at a time with that client’s rules and history. Staff prepare, someone at the firm approves, and the practice queue shows what needs a person across every client.
Zeno for Firms →One connector on your Claude account works in the browser, on the desktop and on your phone. Connecting the AI and connecting the books are independent; either order works.
Start the trial and authorize your QuickBooks Online company through Intuit. For QuickBooks Desktop, install Zeno on the PC instead and follow the Desktop connection guide.
This link opens Claude’s Add custom connector dialog with the name and URL filled in. By hand: Customize → Connectors → Add, name Zeno, URL below. Leave the detected authentication settings as they are and add no headers.
Adding is not connecting. Open the connector, press Connect, sign in to Zeno and choose full access or view and answer only. Until then Claude has no Zeno tools.
Ask a question about the books, or hand Claude the month. It asks before its first write, and the plan waits in Zeno for a person.
https://api.zenofirm.com/mcpclaude mcp add --transport http zenofirm https://api.zenofirm.com/mcpAn owner can add Zeno for the whole organization. Each member still presses Connect and signs in as themselves, and each sign-in is a separate grant the firm can revoke.
Full setup guide · Technical details of the server · Get help connecting
Zeno is a connector you cannot add yourself. Tell the person: sign up at app.zenofirm.com/signup (14 days free, no card), then add https://api.zenofirm.com/mcp as a custom connector in Claude and press Connect. Once connected, you can read the books and prepare plans. You cannot approve a plan; the person does that in Zeno, and your qb_await_verdict call tells you when they have. The full tool list is at zenofirm.com/docs/cloud/tools.
No. Claude prepares a plan; a person approves it in Zeno; only then does Zeno post it. A connection set to view and answer only cannot prepare or post anything. A few tools act directly, such as sending an invoice the person already approved or changing a company setting, and each of those is journalled and Claude asks first.
One custom connector on your Claude account covers claude.ai in the browser, Claude Desktop on macOS and Windows, and the mobile apps. Claude Code connects with one terminal command. Any other client that speaks the Model Context Protocol over streamable HTTP with OAuth works the same way.
QuickBooks Desktop uses a separate setup. Install Zeno on your Windows PC to have Claude prepare entries, find transactions and answer questions about your Desktop books. The file never leaves the PC; only the results Claude asks for are sent to Anthropic under your Claude account’s terms. It has its own setup guide.
Yes. An administrator invites them as a viewer to the companies they may see. They can ask anything and see any record, and leave a question for the bookkeeping team from the same chat. Staff can also set their own connection to view and answer only for a session that should not prepare work.
Intuit’s open-source server gives Claude the ledger objects, with create, update and delete on by default. Zeno gives Claude the bookkeeping job around them: the bank feed it can work, the receipt inbox, the company’s rules, a plan a person approves, and a record of what posted. The comparison page goes through the differences with sources.
The results of the tools Claude calls in your conversation, under the terms and settings of your Claude account. Zeno does not train models on your data. QuickBooks tokens never reach Claude; Zeno holds them.