Connect Helprs to Claude
Connect your Helprs account to Claude and ask about your business in plain English — revenue, unpaid appointments, payouts, quotes — or put Helprs side by side with your accounting tools.
You’ll need: the Scale plan or higher, an admin role (to create a token), and Claude Code or the Claude desktop app.
Step 1 — Create an access token
- In Helprs, go to Settings → API & Developer.
- Under Personal access tokens, click New token, name it (e.g. “Bookkeeper — Claude”), and Create.
- Copy the token now — it’s shown once. It looks like
hmcp_….
Step 2 — Add the connector in Claude
Copy the connector command from the same page, paste in your token, and run it in Claude Code:
claude mcp add --transport http helprs \
https://www.helprs.app/api/mcp \
--header "Authorization: Bearer hmcp_your_token"That’s it. Ask Claude /mcp to confirm helprs is connected.
Coming soon: one-click connect for claude.ai and the desktop app — sign in with Helprs and approve, no token needed. Today the token method above is the way in.
Step 3 — Ask away
- “What was my revenue last month, and how does it compare to the month before?”
- “List every payment we collected in July with fees and net amounts.”
- “Which completed appointments still have a balance due?”
- “How much did we pay each worker last week, and were any paid manually?”
Claude pulls live numbers from Helprs for every answer — it never guesses.
Manage & revoke
Everything is controlled from Settings → API & Developer: see each token’s last-used time, watch Recent AI activity (which tool ran, when, and how many rows), and click Revoke to cut access within a minute.