The recommended Claude setup

Upload one plugin. Connect your accounting.

The Bookkeeping plugin bundles the remote connector and ready-made skills for invoice overviews, PDFs, bookkeeping reviews and usage. You do not need Node.js for this hosted setup.

Download the Claude plugin (.zip) ↓Open Claude Plugins ↗

Plugin upload requires a Claude paid plan with plugins enabled. Organisation policies may require an administrator. Bookkeeping and your accounting-provider accounts are separate.

  1. 01

    Connect your accounting company

    Sign in to Bookkeeping and open Dashboard → Connections. Choose e-conomic, authorize the intended agreement and return to Bookkeeping. Check the company name before continuing.

    Open your connections ↗

  2. 02

    Open Customize → Plugins → Add

    In Claude, open Customize in the sidebar, select Plugins and open Add. Choose Upload plugin. In Cowork, open the Cowork tab first.

    Claude Customize Plugins with Add menu open and Upload plugin visible
    Open Customize → Plugins → Add

  3. 03

    Choose the ZIP and upload it

    Select bookkeeping-plugin.zip exactly as downloaded; do not unzip it. Upload the plugin and open its details.

    Claude Upload a plugin screen accepting a ZIP archive
    Choose the ZIP and upload it

  4. 04

    Connect and choose permissions

    Open the plugin’s Connectors tab, add/connect Bookkeeping and sign in. Select the correct company. For preparation, allow write access and have the Bookkeeping owner enable Drafts only on the e-conomic connection.

  5. 05

    Start with a read, then a draft

    Ask Claude to list the connected companies and show unpaid invoices. Then prepare a small draft and inspect it in e-conomic before using the workflow for real work.

Real Claude screenshots captured on 26 October 2026. Interface labels may change. Screenshots are in English; the instructions are available in Danish and English.

Uploading the plugin does not grant access to your accounting data. Browser authorization is a separate step. The bundled review commands are read-only; creating drafts requires explicit write authorization.

Already using a connector?

The plugin is the recommended setup. If your workspace requires manual connector configuration, use the address below in Customize → Connectors → Add custom connector. Use automatic OAuth registration when offered; sign in and approve only the intended company and access.

https://www.bookkeepingcli.com/api/mcp/cliClaude’s official plugin instructions ↗
Claude custom connector form with the Bookkeeping remote MCP URL

If something does not appear

  • No Upload plugin option? Check your Claude plan and your organisation’s plugin policy.
  • Plugin installed but no accounting data? Connect its Bookkeeping connector, complete sign-in and check the selected company.
  • Draft creation denied? Read-only access cannot create drafts. Reauthorize with write access; Drafts only can then restrict the permitted writes.

For a recurring working day

Pro fits the ongoing preparation workflow.

299 DKK/month excluding VAT, with 5,000 operations per month for one named user. One AI request can use several operations. Choose Team when several people need their own access.

e-conomic and the MCP connection are included across operation packages. Pro provides capacity; Claude and accounting-provider subscriptions are separate.

Compare plans ↗