Bring your books to any AI you already use.
Prosper speaks the Model Context Protocol, so your live financials work inside Claude, ChatGPT, or any MCP client. Ask, categorize, approve, and assemble a CPA packet from the AI you're already in. Workspace-scoped, OAuth-authorized, audit-logged, and nothing destructive can happen from the outside.
Pick the AI you already work in.
Same governed connection, two different jobs. Claude is for doing the work in conversation. ChatGPT is for pulling a number into whatever you're already writing.
Run your books from inside Claude
Do the actual work in conversation. Ask what's left for the month, approve high-confidence decisions, flag the rest for your CPA, and assemble a packet, without leaving Claude.
Connect ClaudeYour numbers, in any ChatGPT thread
Pull a financial fact into whatever you're already writing. Drop net income into a board update, AR aging into a status email, or your cash position before a call.
Connect ChatGPTThe real work, from the AI you're already in.
Every tool calls the same governed Prosper workspace behind your login. Here's what a connected client can do.
Ask and analyze
Dashboard, P&L, balance sheet, cash flow, reconciliation summary, action items, and search across transactions, invoices, customers, and balances.
Categorize and decide
Categorize and reclassify transactions, work the review queue, and approve, change, or send a decision to your CPA. Trigger a fresh cluster scan on demand.
Draft and prepare
Draft invoices and recurring schedules (drafts only, never sent), check packet status, assemble and generate a CPA packet, prep a tax organizer, and scan exposures.
Intake and memory
Kick off intake runs, recall what Prosper has learned about your business, and save facts it should remember next time.
What it will never do
The connection is read and propose, not execute the irreversible. Anything that moves money, closes the books, or destroys a record stays inside Prosper, behind a person.
- Post journal entries
- Send, void, or write off invoices
- Close the period
- Approve reconciliations
- Issue refunds
- Delete anything
Every call is workspace-scoped, OAuth-authorized, and audit-logged. You can review or revoke access any time under Settings → Connectors.
Connect in a couple of minutes.
Authorize once with OAuth, pick the workspace you want the client to see, and you're in. The protocol reference and per-client steps live here:
Claude setup
claude.ai or Claude Desktop, hosted or local. Step-by-step walkthrough.
Open guideChatGPT setup
Use the published Prosper GPT, or build your own from the OpenAPI schema.
Open guideBuilding your own agent? The full protocol reference is in the developer docs.
Bring your books to the AI you already use.
Prosper design partners get hands-on setup and shape where the connection goes next. Workspace-scoped, OAuth-authorized, and nothing destructive can happen from the outside.