Using RQM Books with Claude
Publish at https://rqmbooks.com/docs/claude-connector before your listing goes
live. Anthropic requires public documentation by the publish date, and this URL
is referenced from the connector's metadata.
Connect RQM Books to Claude and ask about your books in plain language. Claude reads your invoices, customers, items and reports, and — if you allow it — can draft invoices and journals for you.
It works with the company you are signed in to, and only within your own RQM Books permissions.
Before you start
You need an active RQM Books company and a Claude account. You do not need a developer, an API key, or anything installed.
Connecting
- In Claude, open Settings → Connectors.
- Find RQM Books and choose Connect.
- You are taken to RQM Books. Sign in if you are not already.
- Review what the connection is asking for, then choose Allow access.
You are returned to Claude, and RQM Books appears in your connector list.
Choosing permissions
The consent screen shows what the connection will be able to do. You decide.
| Permission | What it allows |
|---|---|
| View your accounting data | Read invoices, customers, items, the chart of accounts, VAT figures and financial reports. |
| Create and change invoices | Raise invoices, edit them, change their status, delete them. |
| Create and change customers | Add customers, update details, activate or deactivate. |
| Create and change items | Add products and services, update prices. |
| Create and post manual journals | Draft journals, post them to the ledger, create reversals. |
Read-only is a complete, useful setup — most people start there and add write permissions later if they want them.
Whatever you approve, the connection can never do more than your own RQM Books role allows. If you cannot post journals in RQM Books, neither can Claude on your behalf.
What you can ask
Understanding your position
- "What's my profit and loss for the last quarter?"
- "Show me the balance sheet as at the end of August."
- "How much is outstanding from customers, and how overdue is it?"
- "What are my biggest expenses this year?"
Chasing money
- "Which invoices are overdue by more than 30 days?"
- "How much does Al Ghail Trading owe us?"
- "Show me everything we've billed Emirates Steel since January."
VAT
- "Run the VAT return figures for Q3."
- "Are there any entries that would fail FTA validation this period?"
Finding things
- "Find invoice INV-2041."
- "Which customers don't have a TRN on file?"
Creating (with write permissions)
- "Draft an invoice to Al Ghail Trading for 200 blocks at 12 AED each, due in 30 days."
- "Add a new customer: Gulf Construction LLC, TRN 100234567800003, Net 30."
- "Draft a journal moving 5,000 AED from Prepaid Insurance to Insurance Expense."
Before it changes anything
Every action that writes to your books asks you to confirm first — creating an invoice, editing one, posting a journal. You see exactly what will happen before it happens. Reading never prompts.
Two things Claude cannot do, whatever you grant it:
- It cannot move money. No payments, no card details, no subscription changes.
- It cannot reach administrative or platform settings.
Things worth knowing
Check the figures. Claude is an assistant, not your accountant. Review anything it drafts before you issue it, and confirm any figure you are going to rely on against the report in RQM Books.
It sees one company at a time. The company you were signed in to when you connected. To use a different one, disconnect and connect again while signed in to that company.
VAT tools report, they do not file. They show your position and flag problems. Filing with the Federal Tax Authority stays a deliberate act you take in EmaraTax.
Large requests get trimmed. Ask for a narrower date range or a smaller list if a response comes back truncated.
Disconnecting
RQM Books → Settings → Connected applications → Disconnect. Access ends within the hour. You can also remove the connector from Claude's own settings.
Privacy
What the connector collects, how long it keeps it, and who sees it: Privacy Policy.
In short: accounting records are fetched per request and not retained by the connector; conversation contents are never stored; nothing is used for model training; and payment details are out of reach entirely.
Getting help
- Support: support@rqmbooks.com
- Status: https://rqmbooks.com/status
If a tool returns an error, the message usually says what to do — reconnect, narrow a date range, or ask an administrator for a permission. If it persists, send us the message and roughly when it happened.