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Connect Claude to a company

Authorize Claude to work with the selected Cybooks company.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Open Settings, then Integrations, and choose Claude.

  1. Check the active Cybooks company.
  2. Select Connect to Claude and review the authorization request.
  3. Complete authorization only for the company you intend Claude to access.

The connection is tied to one company. To use a different company, change the active company and reconnect. Access follows your current permissions; it is not unrestricted access to every company you belong to.

Claude can use supported read and change actions. Changes still require the permissions and confirmations applicable to the action. Connecting does not itself change accounting records.

Claude connection card describing permission based access and one company at a time
Claude connection card describing permission based access and one company at a time

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