Puzzle's MCP (Model Context Protocol) integration lets you connect your Puzzle account directly to Claude, giving you instant access to your financial data through natural conversation — no exports, no copy-pasting.
This integration is currently in alpha. It is read-only, requires re-authentication every 5 days, and includes rate limiting for high-volume usage.
Before you begin
Make sure you have both of the following:
What you'll be able to access
Once connected, Claude can query 40+ read-only endpoints from your Puzzle account, including:
Balance sheet
Income statement
Trial balance
Cash activity
Transactions
Journal entries
Chart of accounts
Invoices
Bills
Vendors
Customers
Payroll
Revenue metrics
Expense metrics
Spending metrics
Employee metrics
Product library
Classes & departments
Monthly checklist
Categorization metrics
Ledger accounts
+ more
Setup steps
Step 1: Open the Connectors page in Claude
Go to claude.ai/customize/connectors, or navigate there via Claude.ai → Customize → Connectors.
Step 2: Add a custom connector
Click the + button, then select Add custom connector.
Step 3: Enter the Puzzle MCP details
Fill in the connector fields exactly as shown:
Name: Puzzle MCP
Step 4: Authenticate with your Puzzle account
You'll be prompted to sign in to Puzzle via OAuth. This grants Claude read-only access to your financial data — nothing can be modified or written.
Step 5: Start asking questions
Once connected, open a new Claude conversation and start exploring your financials. Try asking things like "What does my income statement look like this quarter?" or "Show me my top vendors by spend."
Questions or feedback?
We'd love to hear what you're building. Share your feedback or ideas or issues at [email protected] — your input shapes how we improve this integration.