Q1. What is the Jaz connector for Claude and ChatGPT?
It connects your Jaz accounting workspace to Claude or ChatGPT. Once connected, you can ask in plain language to look up invoices and bills, run reports, manage contacts, reconcile transactions, and more.
Jaz records accounting entries and reads your financial data. It does not move money or execute fund transfers.
Q2. What do I need before I connect?
A Jaz account. Sign in at [app.jaz.ai](https://app.jaz.ai).
Claude (claude.ai or the Claude desktop app), or ChatGPT with connectors enabled for your plan.
Q3. How do I connect Jaz to Claude?
Open Settings → Connectors → Add custom connector.
Enter the connector URL: `https://mcp.jaz.ai/mcp` - Sign in to Jaz with your email one-time code or a passkey.
Select Allow. The connector reaches every organization you belong to; you name the one you want in your request.
Q4. How do I connect Jaz to ChatGPT?
Open Settings → Connectors → Add a connector (connectors / developer mode must be enabled for your plan).
Enter `https://mcp.jaz.ai/mcp`, then follow the same sign-in and Allow steps.
Q5. What can I do once connected?
Invoices and receivables: list, search, create, update, pay, and download invoices; check what is overdue.
Bills and payables: manage purchase bills and supplier credit notes.
Reports: profit and loss, balance sheet, trial balance, general ledger, aging, cash flow.
Contacts, journals, bank and reconciliation, items, taxes, chart of accounts, currencies, fixed assets, and more.
Q6. What are some example questions I can ask?
"What is my outstanding accounts receivable?"
"List my unpaid invoices."
"Show my profit and loss for last quarter."
"Create a draft invoice for Acme Corp for 5,000."
"What were my largest expenses this month?"
"Generate a trial balance as of today."
Q7. Will the assistant change my records without confirming?
The assistant confirms the details with you before creating or changing records.
Q8. Can the connector move money or make payments?
No. The connector records accounting entries (for example, marking an invoice paid records a payment in your ledger) and reads your data. It does not transfer funds or execute payments to third parties.
Q9. How do I work across multiple organizations?
No switching needed. The connector reaches every organization you belong to. Name the organization in your request (for example, "in Acme Pte Ltd, list unpaid invoices") and it targets that one. Ask "which organizations can you see?" to list them.
Q10. How is my data secured?
Sign-in uses OAuth 2.1 with PKCE. The connector receives a scoped, time-limited token tied to your account that reaches the organizations you belong to, and never sees your password. Access to each organization is checked on every request.
All traffic is over HTTPS. See the [privacy policy](https://jaz.ai/legal).
Q11. How do I disconnect?
Remove the Jaz connector in your Claude or ChatGPT connector settings.
Q12. Who do I contact for help?
Account or data questions: [email protected]
Security reports: [email protected]
