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 Clara doesn’t persist your data outside its own systems. Note that the AI tool you connect (Claude, ChatGPT, Gemini, etc.) does receive and process the data returned by each tool call in order to respond to you, subject to that provider’s own data handling terms.
"Lock the card assigned to Luis Pérez right now."
"Show me all transactions over $5,000 from the last 30 days.”
Available Tools (Beta)
More tools coming soon — expenses, reimbursements, limits, approvals, and more.
Who Can Use It
Clara MCP is available on all plans at no additional cost during Beta.
How to Connect
Clara MCP now uses OAuth — there’s no token to generate or manage. When you connect your AI tool, you’ll be prompted to log in with your Clara account (the same credentials you use on the platform: email/password, Google, Microsoft, or passkey, depending on what your account supports). If you’re an Admin or Bookkeeper, you can connect directly — see MCP Quickstart for setup steps by tool.Switching from the previous token-based setup? Static tokens are no longer valid with the current MCP server. You’ll need to reconnect your AI tool using the OAuth login flow — see the migration steps for your tool in the Quickstart.
Security
Known Limitations (Beta)
These issues do not affect the underlying operations — cards lock/unlock correctly even if the confirmation message looks different.
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 MCP connection work across multiple AI tools simultaneously?
Yes. Each tool creates its own OAuth session with Clara. If access needs to be revoked, contact Clara support to revoke connected AI-tool access. 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. What happens if I had Clara MCP connected with the previous method (token)?
Previous static tokens are no longer valid with the current MCP server. You’ll need to reconnect your AI tool using the OAuth login flow — see the migration steps for your tool in the Quickstart. How do I revoke access for a connected AI tool?
There isn’t a self-service screen to view or revoke individual AI sessions yet. Contact Customer Happiness or the Solution Engineering team — they can revoke access for all connected AI tools immediately. What if I think my account was compromised?
Change your Clara password as a precaution, and contact Customer Happiness or the Solution Engineering team right away — they can revoke access for all connected AI tools on their end. Do I need to log in separately for each AI tool?
Yes. Each tool you connect will ask you to log in with your Clara account independently, but they all use the same user and permissions.