Claude
BetaConnect Claude to Sumary over MCP and ask questions about your accounting data right in Claude.
Sumary's MCP server gives Claude secure access to your Sumary data. Add Sumary as a custom connector in Claude, sign in, and ask about your statements, accounts, and transactions without leaving the conversation. The connection is read-only, so Claude can look up and analyze your data but never change it.
Key Features
- Add Sumary as a custom connector in Claude
- Secure sign-in with OAuth and two-factor authentication
- Read-only access to your accounting data
- Switch between organizations within a conversation
- Works in Claude and Claude Code
