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AI assistants · MCP

Can I connect Claude to my accounting software?

Short answer

Yes, if your accounting software offers an MCP connector. Nidhi Books does: add https://books.399apps.com/mcp as a custom connector in Claude (web, mobile, Claude Desktop or Claude Code), sign in to 399apps and pick your organisation. Then ask who owes you, your GST position this month or stock in each godown. It is read-only and included in ₹399/month.

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Claude connected to Nidhi Books vs uploading an exported spreadsheet to Claude

Most people start by pasting a report export into a chat. A connector reads the ledger itself, at the moment you ask.

Feature Claude + Nidhi Books connector Uploading an Excel or CSV export
Where the numbers come from Your live Nidhi Books ledger, when you ask Whatever the file held on the day you downloaded it
Setting it up Add the URL, sign in with your 399apps login, pick the organisation. No API key Export the right report and upload it again every time
"Who owes me more than 60 days?" Receivables ageing per customer: current, 1–30, 31–60, 61–90, 90+ days Claude has to rebuild the ageing from a raw invoice list
"What is my GST position this month?" GST summary in the shape of GSTR-3B: outward tax, reverse charge, input tax credit, net payable Only the columns your export happened to include
Who can see what Your role in 399apps still applies; one organisation per connection; revoke from Settings › Connected assistants Anyone holding the file sees all of it
Can it change your books? No. Every tool is read-only No

Pricing reflects publicly listed plans and is indicative; verify current pricing with each vendor.

How it works with Nidhi Books

Claude talks to other software through MCP (Model Context Protocol), an open standard for connecting AI assistants to apps. Nidhi Books, 399Apps’ GST accounting app, runs a read-only MCP server at https://books.399apps.com/mcp. In Claude you add it as a custom connector, Claude opens the 399apps sign-in page, and you choose which organisation it may read and approve the read scopes. Claude Code users run "claude mcp add --transport http nidhi-books https://books.399apps.com/mcp" and then /mcp to sign in.

After that you ask in plain language and Claude picks the tool. It can pull the receivables ageing, one customer’s outstanding with their open invoices, whether invoice INV-0142 is paid and every payment against it, sales and receipts summaries for a period, supplier bills with tax, TDS and what is still payable, stock on hand by warehouse, and a saved report recipe such as "the usual Monday report". If your organisation also runs Nidhi Assets, Delivery, Appointments, Signage, Staff or Campaigns, the same connection can read those too once you grant that app’s scope.

It never raises an invoice, records a payment, sends a message or changes anything, and it does not hand over salaries, customer phone numbers or delivery drop addresses. The same connector also works from ChatGPT as a custom connector added by URL; 399Apps is not listed in the ChatGPT app directory yet.

What about Zoho Books and TallyPrime?

Zoho Books has its own official MCP server and Claude connector, documented on Zoho’s help site. If your books already live in Zoho Books, that connector is the shorter path, and switching software for the sake of a connector makes little sense. Pick on the books: Nidhi Books is ₹399/month with unlimited users, the connector costs nothing extra and nothing per call, and you can self-host the whole stack, with the same server at /mcp on your own domain.

TallyPrime does not ship an official Claude connector. The options people point to are community-built, open-source MCP servers that need TallyPrime running on your own computer with its XML port switched on, so Claude can only read while that PC is on. If you are on TallyPrime and want an assistant reading your ledger from your phone, the honest route is moving the books first; see the Tally alternative page.

Who it fits, and who should skip it

If you run a shop, trading firm or service business on Nidhi Books and already use Claude for drafting and thinking, this fits: your follow-up list and GST position come straight from the ledger instead of a spreadsheet you pasted in last week. A proprietor can ask on the mobile app before a supplier call; an accountant can pull the GSTR-3B-shaped summary before filing.

If you want an assistant that enters bills, raises invoices or reconciles the bank for you, this is not it: every tool is read-only, by design. And if your books are in Zoho Books, use Zoho’s own connector rather than moving.

What it costs

The connector is included in Nidhi Books at ₹399/month with unlimited users. 399Apps charges nothing per call; you pay your AI provider for your own Claude or ChatGPT plan as usual. A 14-day free trial is available (no card required).

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FAQ

More questions

I use Claude on my phone every day. Can it tell me which customers owe me more than 60 days? +
Yes, if your books are in Nidhi Books. Add https://books.399apps.com/mcp as a custom connector in Claude (it works on claude.ai and the Claude mobile app), sign in to 399apps and pick your organisation. Then ask "who owes me more than 60 days?" and Claude pulls the receivables ageing from your ledger: current, 1–30, 31–60, 61–90 and 90+ days, per customer.
Do I need to create an API key or be technical to connect Claude to Nidhi Books? +
No. There is no API key. You paste one URL into Claude’s custom connector screen, sign in with your usual 399apps login and pick the organisation. Ask "who am I connected as?" first to confirm Claude is reading the right organisation and role.
Can Claude create invoices or record payments in my books once it is connected? +
No. Every tool on the Nidhi Books connector is read-only. Claude can look up customers, invoices, bills, payments and reports, but it can never create, change, send or delete anything. Entering and approving stays with you in the app.
My accountant and my sales staff both use Claude. Will the salesperson see my GST and profit figures? +
Only if their 399apps role already shows them. The assistant sees what the person who connected it can see in 399apps, no more, and each connection is tied to the one organisation picked at sign-in. You can revoke any connection from Settings › Connected assistants.
I keep my accounts in TallyPrime. Can I connect Claude to Tally? +
Not with an official connector. The Tally options are community-built MCP servers that need TallyPrime running on your own PC with XML access turned on. Nidhi Books’ connector is cloud-hosted, so it works from your phone whenever you ask. Moving from Tally is covered on the Tally alternative page.
Does the Nidhi Books connector cost extra, and does it work with ChatGPT too? +
It costs nothing extra: it is part of ₹399/month with unlimited users, with no per-call charge. It also works in ChatGPT as a custom connector added by URL; 399Apps is not in the ChatGPT app directory yet, so you add it the same way as in Claude.
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