Connecting Prosaic to AI Assistants

You can connect Prosaic directly to AI assistants like Claude, ChatGPT, and Perplexity.

Once connected, you can manage or even automate a range of accounting and booking tasks through natural conversation — ask questions about transactions, reconcile bank feeds, create journals, review your ledger, and more across all your entities.

This guide walks you through setting up each platform. The connection takes a couple of minutes and you'll sign in with your existing Prosaic account.

Before You Start

You'll need a Prosaic account at beta.prosaic.works and a subscription to one of the supported AI platforms. When connecting for the first time, your browser will open so you can sign in to Prosaic and authorise the connection. This is a one-time step — you won't need to sign in again unless the connection expires.

The server URL you'll need for all platforms is:

https://mcp.prosaic.works/mcp  

Claude

Claude is available as a desktop app (Mac and Windows), a web app at claude.ai, and a command-line tool called Claude Code. The desktop and web apps are the simplest to set up.

Claude Desktop App or Claude.ai

1. Open Settings → Connectors
2. Click Add Connector
3. Enter the server URL: https://mcp.prosaic.works/mcp  
4. Your browser will open — sign in to Prosaic to authorise the connection
5. The Prosaic tools will now be available in your conversations

On claude.ai, you may also need to toggle the connector on when starting a new conversation.

Claude Code

Claude Code is a command-line tool aimed at developers. If you use it, run the following command to add Prosaic:

claude mcp add --transport http prosaic https://mcp.prosaic.works/mcp  

Your browser will open to sign in on first use.

ChatGPT

Connecting Prosaic to ChatGPT requires a ChatGPT Pro or Plus subscription and enabling Developer Mode.

Setup

1. Go to Settings → Apps & Connectors → Advanced settings
2. Enable Developer mode
3. Click Create under Apps & Connectors
4. Enter the following details:

• Name: Prosaic Accounting  
• Description: Accounting tools for managing entities, transactions, journals, ledger, and chart of accounts  
• Connector URL: https://mcp.prosaic.works/mcp  

1. Set Authentication to OAuth and confirm trust
2. Click Create
3. Sign in to Prosaic when prompted

Using Prosaic in a conversation

1. In a new conversation, click the + button near the message box, then select More
2. Choose Prosaic Accounting from your connectors
3. Ask your question — ChatGPT will use the relevant Prosaic tools automatically
4. Any actions that change your data (such as creating journals or reconciling transactions) will ask for your confirmation before proceeding

Refreshing after updates

If Prosaic adds new capabilities, you may need to refresh the connection: go to Settings → Connectors, click Refresh on the Prosaic connector, and check that the updated tools appear.

Perplexity

Perplexity supports Prosaic through its Mac app, but the setup is more technical than Claude or ChatGPT. It requires Node.js to be installed on your computer, which your IT team or a developer can help with if needed.

Setup

1. Ensure Node.js is installed on your Mac (ask your IT team if you're unsure)
2. Open the Perplexity Mac app
3. Go to Settings → MCP Servers
4. Add a new server and paste the following configuration:

json { "mcpServers": { "prosaic": { "command": "npx", "args": ["-y", "mcp-remote@latest", "https://mcp.prosaic.works/mcp"] } } }  

1. On the Perplexity homepage, toggle the MCP on under Sources
2. Your browser will open to sign in to Prosaic on first use

What You Can Do Once Connected

Once connected, you can ask your AI assistant to help with any of the following across your Prosaic entities:

• View and manage your entities and clients
• List and filter bank transactions
• Reconcile transactions individually or in bulk
• Reverse a reconciliation
• Create and review manual journals
• Attach files to journals
• View ledger entries and general ledger reports
• Browse and update your chart of accounts
• Manage fixed assets and asset categories

Just describe what you need in plain language. Here are some example prompts to get you started:

Quick lookups

• "Show me unreconciled transactions for ABC Company this month"
• "What's the balance on the motor vehicle account for Smith Family Trust?"
• "List all active fixed assets for Jones Partnership"

Reconciliation

• "Look up my rental properties and reconcile the high-confidence transactions"
• "Reconcile all the Spark and Contact Energy bills across my sole trader entities"
• "Show me what's left to reconcile for Wellington Rentals and help me work through them"

Journals and ledger

• "Create a journal entry for the monthly rent accrual for 123 Queen St"
• "Show me the general ledger for ABC Company for last quarter"
• "Create a reversing journal for the year-end wage accrual"

Workflows and automation

• "Set up a daily task at 10am each morning to reconcile any sole trader clients, then send me a summary"
• "Go through all my entities and flag any that have more than 50 unreconciled transactions"
• "Check each rental property entity for missing insurance payments this quarter"

Client management

• "Create a new client for Sarah Thompson and send her an onboarding invite"
• "Show me all entities linked to the Morrison Group"

Troubleshooting

The sign-in page doesn't appear or doesn't complete

Make sure you have a Prosaic account. You can check the server is running by visiting https://mcp.prosaic.works/health in your browser. For Claude, make sure you're adding the connection through Settings → Connectors (not through a configuration file).

No Prosaic tools appear after connecting

Double-check the server URL is exactly https://mcp.prosaic.works/mcp   — the /mcp   at the end is required. Try disconnecting and reconnecting. In ChatGPT, click Refresh on the connector in Settings.

"Unauthorised" errors when using tools

Your sign-in session may have expired. Disconnect the Prosaic connector and reconnect it to sign in again. Also check that your Prosaic account has access to the workspace and entities you're trying to use.

Perplexity won't connect

The Perplexity connection requires Node.js installed on your computer. If you're getting errors, ask your IT team to verify that npx   is available from the terminal.