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The hosted firm workspace speaks MCP over HTTPS. Any client that supports remote MCP servers connects with one URL and a browser approval. There is nothing to install and no API key to copy; the endpoint uses OAuth 2.1 with dynamic client registration, so the client registers itself and sends you to a consent screen.
The console builds every link and command on this page for you, already carrying your own endpoint. A new workspace lands on Get started; after that it is This firm → AI clients. Nothing here has to be typed by hand.

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Before you connect

  1. You need a Zeno account. Start one if you haven’t — 30 days free, no card.
  2. Sign in at app.zenofirm.com in the browser you normally use. The approval screen recognizes that session and approves as you, with nothing to retype.
  3. Connect at least one QuickBooks Online company, from Get started or the Clients page. The MCP token is scoped to your firm, so a client sees exactly the companies the firm has connected — connecting an AI client never grants Intuit access by itself.
Connecting the AI and connecting the books are independent, and either order works. A client connected before any company simply sees an empty roster until one arrives.

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Claude

One connector on your Claude account, used from claude.ai, Claude Desktop, and mobile. Add Zeno to Claude
1

Confirm the name and URL

The link opens Add custom connector with Zeno and https://api.zenofirm.com/mcp already in it. Check them, then Continue.By hand instead: Customize → Connectors → Add, and type the same two values.
2

Leave the detected settings alone

Claude has probed the endpoint and marked Always required under Authentication and No client ID — register one automatically under OAuth client. Both are right for Zeno. Add no Additional request headers. Choose Add.
3

Connect

The connector’s own page opens, saying You are not connected to Zeno yet. Press Connect and approve on the Zeno screen.Adding is not connecting. Until you press it, the connector exposes no tools and never reaches AI clients here.
New chats can then use the Zeno tools; Claude asks before each write the first time.
On a Claude Team or Enterprise plan, an owner can add it for the organization. Each member still presses Connect and approves as themselves, and each approval is a separate grant this firm can revoke.

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ChatGPT

ChatGPT reaches custom MCP servers through developer mode, on its paid plans. There is no install link: the values go into its New Plugin dialog, which OpenAI files under Plugins — older walkthroughs call it Connectors. What the dialog asks for: Save the icon before you start — right-click if your browser opens it in a tab.
1

Turn on developer mode, first

Settings → Plugins → Developer mode, and switch Developer mode on. Leave Enforce CSP in developer mode as you found it.Until developer mode is on there is no + for a custom server — Plugins shows only OpenAI’s directory. The ELEVATED RISK badge is OpenAI’s standing warning for any MCP server it has not reviewed; see what approval means.On Business and Enterprise workspaces an admin allows custom MCP connectors for the workspace before the toggle appears.
2

Open the New Plugin dialog

Settings → Plugins → Browse plugins, then the + beside the search box.
3

Fill it in

  • Icon — the PNG you saved. PNG only, 256 × 256 or larger, 10 KB or less. It marks each tool call as Zeno’s. Optional.
  • Name — Zeno.
  • Description — ChatGPT reads it when deciding whether to reach for these tools, so name the books: Bookkeeping in QuickBooks Online for Northline Freight and 3 other clients beats accounting.
  • Connection — Server URL, not Tunnel. Paste the endpoint including the /mcp path.
  • Authentication — OAuth. Leave Advanced OAuth settings closed; Zeno registers ChatGPT itself, so there is no client ID or secret to supply.
4

Create and approve

Tick I understand and want to continue, choose Create, and approve on the Zeno screen. The plugin then appears under Installed.
5

Enable it in the chat

Switch Zeno on from the + menu in the composer of each new chat. Installed is not enabled, and the two failure modes look identical.
Ask ChatGPT to list your companies. It should call qb_list_companies and name them, with the Zeno mark on the call.

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Claude Code

Then, inside a session, run /mcp and choose Authenticate next to zenofirm to complete the browser approval. --scope user makes the server available in every project; drop it to add Zeno to the current directory only.

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Codex

Add the server to ~/.codex/config.toml (on Windows, %USERPROFILE%\.codex\config.toml):
Then complete the browser approval:
Remote MCP servers need a recent Codex. If Codex reports it cannot use a url server, upgrade it, or on slightly older versions set experimental_use_rmcp_client = true at the top of config.toml.

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Cursor

Add Zeno to Cursor Cursor opens with the server prefilled; install it, then use its Login action next to zenofirm to complete the browser approval. By hand, add the server to ~/.cursor/mcp.json:

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VS Code

Add Zeno to VS Code VS Code asks you to confirm the server before adding it, and signs in through the browser the first time Copilot’s agent mode uses it. By hand, add the server to .vscode/mcp.json in the workspace, or to your user mcp.json:

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Any other MCP client

Everything above is one server described in each client’s own dialect. Anything that speaks remote MCP connects on four facts:
  • URL — https://api.zenofirm.com/mcp
  • Transport — streamable HTTP
  • Auth — OAuth 2.1 with PKCE and dynamic client registration, so there is no client ID or secret to configure
  • Discovery — the client reads https://api.zenofirm.com/.well-known/oauth-authorization-server itself

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What approval means

The consent screen authorizes the client for your firm, not for one company. If you are signed in to the console in that browser, approval is recorded as you. Otherwise the screen asks for your firm’s connect code, which the console shows under This firm → AI clients — whoever can type it can authorize a client for the firm, so treat the code like a password. An install link only ever prefills a dialog. It carries no credential, grants nothing by itself, and cannot skip either the client’s own confirmation or Zeno’s approval screen — which is why a forwarded link is harmless until somebody approves it as themselves. Once a client has approved, it is listed under AI clients with the date it connected. That list is the honest answer to “is this set up?”: a client appears on it only when Zeno has actually issued it a token. Access is bearer-token based with refresh rotation. Approving a client does not weaken the operating model: reads answer directly, and every write still travels plan, review, apply, reverse — the client proposes, a person approves in review, and only approved entries reach the ledger. The tool surface lists what the client can reach.

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Disconnecting a client

This firm → AI clients lists every client holding access, with the date it connected and a Disconnect beside each one. Disconnecting revokes that client’s tokens immediately — the next tool call it makes is refused, and it cannot renew, so there is no fourteen-day tail while an access token ages out. Two things worth knowing:
  • It works by client name, and it covers the firm. A client that is reinstalled or added on a second machine registers itself again, so “Claude” can be several grants; Disconnect ends all of them for this firm. It touches nothing outside your firm.
  • Nothing is deleted. Plans, verdicts, runs, the work log, coding rules and client knowledge stay exactly as they are — a disconnected agent’s work remains part of the record. Reconnecting is the same install link.
The client keeps its own entry until you remove it there, and will report an authorization error when it tries to use it. To tidy that up:
  • Claude — Customize → Connectors, then remove Zeno or press Connect to authorize it again.
  • ChatGPT — Settings → Plugins, then delete the Zeno plugin.
  • Claude Code — claude mcp remove zenofirm, or /mcp then Authenticate to connect again.
  • Codex — delete the [mcp_servers.zenofirm] block, or run codex mcp login zenofirm to reconnect.
  • Cursor and VS Code — remove the server from mcp.json, or use the client’s own login action to reconnect.
Disconnecting an AI client does not touch QuickBooks. Intuit access is separate, and is disconnected per company from the Clients page.
If you think a client was connected without your knowledge, disconnect it and then rotate the firm’s connect code with support — the code is the one credential that authorizes a client without a console session.

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When it doesn’t connect

  • The install link opens the client but nothing is prefilled. — The client is out of date, or it opened a signed-out session. Sign in to it first and click the link again; failing that, add the endpoint by hand from the same section above.
  • Claude lists Zeno but the tools are missing. — Open it in Customize → Connectors. If it says You are not connected to Zeno yet, press Connect and approve; adding and connecting are separate steps.
  • The browser shows “That connect code did not match a firm.” — Sign in at app.zenofirm.com first and retry the connection; the approval screen then uses your session instead of asking for a code.
  • The tools don’t appear after connecting. — Restart the client or start a new conversation. Clients read their server list at startup; in Claude Code, run /mcp to check the server’s status. In ChatGPT, enable the plugin for that chat from the composer’s + menu — installing it is not the same as switching it on.
  • ChatGPT offers no way to add a server. — Developer mode is still off. The + appears only after you switch it on under Settings → Plugins → Developer mode.
  • ChatGPT shows no developer mode toggle. — It needs a paid plan, and on Business or Enterprise workspaces an admin has to allow custom MCP connectors first. Look under Settings → Plugins; OpenAI moved it out of Connectors.
  • ChatGPT rejects the icon. — PNG only, 256 × 256 or larger, 10 KB or less, which rules out most logo exports. Use zenofirm-logo-256.png, or create the plugin without one and add it later.
  • ChatGPT loops on the sign-in screen. — Something was entered under Advanced OAuth settings. Delete the plugin and create it again with Authentication on OAuth, leaving that panel closed.
  • The client connects but sees no companies. — qb_list_companies is empty until the firm connects a QuickBooks company in the console’s Clients page.
  • Writes are refused with a trial message. — The trial has ended. Books, context, and history stay readable; subscribe in Billing to resume actions.
Still stuck? Contact support with the client name and the exact error text.