Clara MCP is in Beta. Core features are fully functional. Some tools are still being refined and may change.
What is Clara MCP?
Clara MCP lets you connect your preferred AI assistant — Claude, ChatGPT, Gemini, or any MCP-compatible tool — directly to your Clara account. Instead of logging into Clara to check something, you ask your AI assistant in natural language:“What were my company’s top spending categories last month?"Your AI assistant connects to Clara in real time and responds — no copy-pasting, no tab switching. MCP (Model Context Protocol) is an open standard that allows AI tools to connect securely to external services. Clara’s MCP server runs on Clara’s own infrastructure — nothing executes on your machine and your data never leaves Clara’s systems.
"Lock the card assigned to Luis Pérez right now."
"Show me all transactions over $5,000 from the last 30 days.”
Available Tools (Beta)
| Prompt | What happens |
|---|---|
| ”List all my corporate cards” | Returns all active cards: cardholder name, last 4 digits, status, and spending limits |
| ”Show my transactions this month” | Returns card transactions, filterable by card, date range, and more |
| ”Lock [card name or number]“ | Immediately locks a specific card |
| ”Unlock [card name or number]“ | Immediately unlocks a specific card |
Who Can Use It
| Role | Access |
|---|---|
| Administrator | Full access: list cards, view transactions, lock/unlock cards |
| Bookkeeper | Full access to the same tools |
| Other roles | Not supported in this version |
How to Get a Token
Your MCP token is a personal access token used to authenticate your AI tool with Clara. It is shown only once when issued — store it securely (a password manager is recommended). Self-service (Administrators and Bookkeepers):Generate, manage, and revoke your token directly from Settings → Integrations → Clara MCP inside the platform. Via support:
| Country | |
|---|---|
| Mexico | integration.support.mx@clara.team |
| Brazil | integration.support.br@clara.team |
| Colombia | integration.support.co@clara.team |
Security
| Protection | How it works |
|---|---|
| Token-based auth | Your AI tool authenticates to Clara using a personal token. No passwords are shared. |
| You stay in control | Revoke your token at any time — access stops immediately across all tools. |
| Encrypted connection | All communication between your AI tool and Clara uses HTTPS. |
| Data stays in Clara | Clara’s MCP server runs on Clara’s infrastructure. Your data is not stored by your AI tool. |
Known Limitations (Beta)
| Issue | Status | Expected |
|---|---|---|
| Lock/unlock card: response may appear as plain text instead of a confirmation message | Fix in progress | Q3 2026 |
| Transaction count summary may show 0 for some accounts | Fix in progress | Q3 2026 |
FAQ
Is Clara MCP the same as the Clara AI Financial Analyst (Agente Clara)?No. Agente Clara is the AI assistant built into the Clara platform. Clara MCP connects external AI tools (like Claude Desktop on your computer, ChatGPT, or Gemini) to your Clara data. Think of MCP as a bridge between the AI tools you already use and your Clara account. Does my token work across multiple AI tools simultaneously?
Yes. Your token is personal and can be used in multiple AI tools at the same time. If you revoke it, it stops working in all tools at once. Why is it in Beta?
Clara MCP is fully functional, but the toolset is still expanding significantly. The available tools will grow in the coming weeks.