Access your Inkle financial data directly inside Claude or ChatGPT

With Inkle's connector, you can instantly access tax filings, financial reports, invoices, and compliance updates using simple, natural-language questions in Claude or ChatGPT — all without leaving your conversation.

What you can do

Check the status of your US tax filings and see upcoming deadlines

Track vendor bills and know what you owe and when

Know if any filings have pending payments or outstanding action items

Get a financial summary per customer — invoiced, paid, and outstanding amounts

Pull your Profit & Loss, Balance Sheet, and Cash Flow for any time period

See your full vendor list and total spend per vendor

See which customer invoices are due or overdue and the total amount owed to you

Switch between multiple entities if you have more than one company on Inkle

What it doesn't do

Read‑only by design

The connector can’t make changes to your Inkle account. To complete actions like uploading documents, approving filings, or making payments, please use the Inkle Platform directly.

How to connect

5 steps

Log into your Inkle account. Go to Settings → Select "Connect to Claude" and copy your unique connection URL

Open Claude

Add custom connector

Paste URL

Connect

5 steps

Go to ChatGPT Settings → Apps

Create new app

Paste the MCP server URL

Authenticate

Done

Once connected, try asking

"What entities do I have on Inkle?"

"What bills do I have outstanding?"

"Give me a P&L summary for Q1 2026."

"Who are my top vendors by spend?"

"What's the status of my 1120?"

"List all customers with outstanding invoices."

"Show me all my outstanding invoices."

Your data is secure

The connector can only access data tied to your authenticated Inkle account. No data from other accounts is accessible. The connection uses OAuth 2.0, the same secure login standard used by banking and enterprise software. You can disconnect at any time from Settings → Connectors.

Need help?

If you run into any issues connecting or have questions about what the connector can access, reach out to us at support@inkle.ai or use the chat inside your Inkle dashboard.