Getting connected
If you’re connecting Claude, see Connect Claude from the connector directory. If you’re wiring up Cursor or another client, see Connect MCP Clients for one-click and manual configuration.- Connect MCP Clients: one-click setup for Cursor and Claude, plus configuration for VS Code, Codex, and other MCP clients.
- MCP Server: Tools, Permissions, and Troubleshooting: every tool by name, the permission it checks, and fixes for common connection errors.
- Connect Claude from the connector directory: the recommended path on Claude for web, desktop, and mobile, including the Owner approval step on Team and Enterprise plans.
- Post a Period-End Accrual from Claude: a worked example that prepares an accrual in Claude and posts it with
save_record.