Prosper

Prosper MCP

Run your books from inside Claude.

Connect Prosper to claude.ai or Claude Desktop and do the actual work in conversation. Ask what's left for April, approve the month's high-confidence decisions, flag the rest for your CPA, and assemble a packet, without leaving Claude.

Connect Claude See all MCP clients
claude.ai and Claude Desktop·OAuth-authorized·Audit-logged

What you can do

Close the month in conversation.

Claude is the do-the-work surface. It can read everything and act on the safe things, all without you opening the app.

Ask what's left

"What's still open for April?" Claude pulls your dashboard, action items, reconciliation summary, and review queue, then tells you what stands between you and a clean close.

Approve the easy wins

Work the decision queue in conversation. Approve high-confidence clusters, change the ones Prosper got wrong (it learns), and send the judgment calls to your CPA.

Assemble the CPA packet

Check packet status, run the assembly, answer its open questions, and generate the packet. Prep a tax organizer and scan exposures while you're at it.

Keep it learning

Categorize and reclassify transactions, draft invoices and recurring schedules, recall what Prosper knows about your business, and save new facts for next time.

The guardrails

What Claude will never do

Claude can read your books and act on the reversible things. 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. Review or revoke under Settings → Connectors.

Setup

Two ways to connect Claude.

Both transports speak MCP and share the same tools and audit trail. The hosted connector needs no install; the local server is for Claude Desktop or any stdio client.

Hosted (claude.ai or Desktop)

In Claude, open Settings → Connectors → Add custom connector and point it at the hosted endpoint. Claude runs the OAuth flow; sign in to Prosper once and approve the scopes.

https://prosperfinance.app/api/mcp

OAuth 2.0 with PKCE and dynamic client registration — no manual token needed.

Local (Claude Desktop, stdio)

Add the published server to claude_desktop_config.json, drop in a workspace-scoped token, and restart. Your tools appear in a new conversation.

{
  "mcpServers": {
    "prosper": {
      "command": "npx",
      "args": ["@prosper/mcp-server"],
      "env": {
        "PROSPER_API_URL": "https://prosperfinance.app",
        "PROSPER_TOKEN": "pat_..."
      }
    }
  }
}

Full step-by-step walkthrough and the complete tool reference are in the developer docs.

One connection, two ChatGPT and Claude jobs.

Claude is for doing the work. If you want to pull a single number into an email or status update, the ChatGPT integration is the lighter surface for that. Same governed connection either way.

Run your books from inside Claude.

Prosper design partners get hands-on setup and shape where the connection goes next. Nothing destructive can happen from the outside.

Become a design partner