Connect Compass AI to Claude or ChatGPT

Before you start

You need a Compass AI account whose role allows Connected AI, and Claude on the web, desktop or mobile app. Every Claude plan can add a connector by URL; the Free plan allows one. On a Team or Enterprise plan, an Owner adds Compass AI for the whole organisation first, and each member then connects with their own Compass AI sign-in.

What Claude can do

Claude reads your company overview, chart of accounts and ledger, vendors, customers, products and segments, Numbers, forecasts, knowledge entries, alerts, workflows and their runs, reports, the Home KPI card and your Inbox.

If your role allows changes, Claude can also create and edit alerts, workflows, forecasts, reports and knowledge entries, import Numbers, manage Numbers sources and the Home KPIs, and close or reopen Inbox threads. Deleting a workflow, forecast, report or Numbers source shows a preview first, and edits to workflows and forecasts can be undone in one step.

Everything Claude reads or changes appears in the company's Activity log, attributed to Claude. Each answer carries the company's data checks for the period it read.

Connect

1. In Compass AI, open Settings and choose MCP Server. Copy the Server URL. It already points at the region your account is in, EU or US.
2. In Claude, open Customize > Connectors and choose Add custom connector. On a Team or Enterprise plan, an Owner does this under Organization settings > Connectors instead.
3. Paste the Server URL, name the connector Compass AI if asked, and add it. The default sign-in settings are the right ones for Compass AI.
4. Choose Connect. Claude sends you to Compass AI: sign in, check that the page names claude.ai, and approve.
5. Back in Claude, ask a question about your company. The first time Claude uses a Compass AI tool, it may ask you to allow it.

Working across several companies

If the company you sign in from belongs to an organisation, such as an advisory firm with several clients, the connection covers every company in that organisation you can view. Claude works on one company at a time, and each action is recorded in that company's Activity. A company outside an organisation gets a connection for that company only.

Roles

An admin sets what Claude may do with the Connected AI permission in Settings > Roles: Hide stops the connection, View allows reading only, and Edit allows changes as well. It works together with each section's own permission, so Claude can only do what both allow. If the company's plan or trial has ended, Claude can still read, and changes wait until the plan is renewed.

Disconnect, and how long a connection lasts

To disconnect, open Settings in Compass AI, choose Connected AI and select Disconnect on the connection, or remove Compass AI under Customize > Connectors in Claude. Either way, Claude loses access within five minutes.

A connection renews itself in the background, so you normally sign in once. After 180 days, or after a disconnect, Claude asks you to approve the connection again.

Troubleshooting

The Compass AI page says your role does not allow connecting an AI client. Your role has Connected AI set to Hide. Ask a company admin to set it to View or Edit.

Approve is greyed out. You are signed in to a sample company. Switch to your own company in Compass AI and connect again.

Claude says your Compass AI role does not allow a change. Connected AI, or the section Claude tried to change, is set to View for your role. An admin can set it to Edit.

Claude asks you to sign in again. The connection was disconnected or reached 180 days. Approve it again from Claude.

Claude sees the wrong companies. EU and US accounts are separate. Copy the Server URL from the account you want, and add a second connector if you use both.

Anything else. Write to support@compassapp.ai with the time it happened and what you asked Claude.

Things to try

1. What were my five largest expense accounts last quarter, and how do they compare with the quarter before?
2. Show me a chart of monthly revenue for the last twelve months.
3. Create an alert that tells me when cash falls below 100,000. (Needs Edit.)
4. Summarise the assumptions behind my latest forecast.

Your data

When Claude uses Compass AI, your question and the results it reads are sent to Claude for that conversation, and Anthropic's terms and privacy policy cover how Claude handles it. Compass AI records what was done in your Activity log. The privacy policy at compassapp.ai/privacy-policy explains what Compass AI keeps and for how long.

Connect ChatGPT

ChatGPT connects the same way, as a custom connector over MCP. It reads the same numbers and House rules as Compass AI, each answer carries the company's data checks for the period, and every read lands in Activity under ChatGPT's name.

1. In Compass AI, open Settings and choose MCP Server. Copy the Server URL.
2. In ChatGPT, open Settings and choose Connectors, then choose Add custom connector.
3. Paste the Server URL, name the connector Compass AI if asked, and add it.
4. Choose Connect. ChatGPT sends you to Compass AI to sign in and approve access.
5. Back in ChatGPT, ask a question about your company. The first time ChatGPT uses a Compass AI tool, it may ask you to allow it.

Roles, Activity, disconnecting and the troubleshooting steps above work the same way for ChatGPT as they do for Claude.