Help · MCP

Connect Klausi with Claude

Let Claude (and other AI clients) read and manage your Klausi data via the Model Context Protocol (MCP) — set up in a few minutes.

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What is this?

MCP is an open standard that lets an AI client talk to your tools. Once connected, you can ask Claude things like “What are my open tasks?”, “Log 2 hours on project X”, or “Show my unpaid invoices” — and it acts on your real Klausi account.

What you need

A Klausi account (where you turn access on).
A Claude account — the claude.ai connector needs a Pro, Team, or Enterprise plan.

Recommended

Option 1 — Connect Claude (claude.ai) directly

No token, no copy-paste of secrets. You confirm the connection inside Klausi. This is the easiest path for most people.

Open the MCP settings in Klausi

In Klausi go to Settings → Apps → MCP. You’ll see the connection endpoint here — you’ll paste it into Claude in the next step.

Settings › Apps › MCP

Connection endpoint

https://mcp.klausi.app/mcpCopy

Add Klausi as a connector in Claude

In Claude open Settings → Connectors → Add custom connector. Paste the endpoint below and leave the Client ID empty. Then confirm.

Claude · Add custom connector

Server URL

https://mcp.klausi.app/mcpAdd

Sign in and approve access

Claude opens a Klausi page. Sign in if needed, choose which areas Claude may access, tick the consent box, and confirm. Done — the connection is live.

Klausi · Approve access

Read — projects, tasks, time, notes, clients & CRM

Edit — create and change tasks, time, notes, projects, CRM

Read finances — invoices and amounts (no write access)

Allow & connect

Use it in Claude

Back in Claude, just ask in plain language. For example:

What are my open tasks for this week?

Log 90 minutes on the “Website” project.

Option 2 — Cursor or Claude Desktop (with a token)

Desktop clients connect with an access token instead of the browser flow. You create the token in Klausi and paste it into the client’s config.

Give consent and create a token

In Settings → Apps → MCP, tick the consent box and click Grant consent. Then click Create token — it’s shown only once, so copy it right away.

Klausi · Token created

klausi_mcp_8120d7a1b2c3…Copy

Shown only once — copy it now.

Add the endpoint and token in your client

In your MCP-capable client add an HTTP server with the endpoint below and the token as a Bearer Authorization header. Example config:

{
  "mcpServers": {
    "klausi": {
      "url": "https://mcp.klausi.app/mcp",
      "headers": {
        "Authorization": "Bearer klausi_mcp_…"
      }
    }
  }
}

Start using it

Restart the client if needed — the Klausi tools now appear and work like in Claude.

Understanding permissions

You choose exactly what an AI client may do. Grant only what you need — you can change or revoke it anytime.

ReadRead — projects, tasks, time, notes, clients & CRM

WriteEdit — create and change tasks, time, notes, projects, CRM

FinanceRead finances — invoices and amounts (no write access)

Revoke access anytime

In Settings → Apps → MCP you can revoke a single token, or withdraw consent entirely — which immediately disables every token. If the consent text changes, you’ll be asked to confirm again.

Security & privacy

Tokens are stored only as a hash and shown once. Every tool call is logged in a data-minimized way (no content). Note: the data you share can include personal data of third parties (clients, contacts) and may be transferred to your AI provider (e.g. Anthropic, USA). See section 3.7 of our privacy policy.

Troubleshooting

The connection fails or the client can’t reach Klausi.

Check the endpoint is exactly https://mcp.klausi.app/mcp and that you granted consent in Klausi first.

Claude says “consent required”.

Your consent is missing or outdated (the text changed). Open Settings → Apps → MCP and confirm again.

I lost my token.

Tokens are shown only once. Revoke the old one and create a new token.

Open MCP settings