Claude/ChatGPT/Gemini MCP Protocol
in progress
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Ryan Eisenberg
If financial cents could create an API or MCP Protocol that allows users to integrate with Claude or Gemini, so that information could be quickly gathered and have the possibility of automating some tasks to improve productivity and ease of access to information
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D
Darin Pierson
Can we please get an update on this on timing?
Amanda Aparicio
Merged in a post:
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Anita Reeves
I think I speak for everyone when I say "We need an update on the status of this." It has been months with no real info on when it may be happening. Beginning to feel like I am just being strung along here.
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Derek J. Hartsfield
We are currently building a workflow integration between Financial Cents and Claude via Make.com and the Open API. A native MCP would be a substantial productivity boost for my firm. Any rough timeline you can share — even just a target quarter — would be enormously helpful, as it will inform whether I keep investing in the Make.com bridge or pause and wait for the native path. Thank you for prioritizing this.
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Chris Nash
Any Idea when this will actually happen? We are talking to other project management companies as well because of this.
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Derek J. Hartsfield
Please integrate with Claude.
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Darin Pierson
Please do this! And let us talk to everything, including time entry, etc
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Benzion Rosenfeld
I've been having a blast using MCP with some other apps!
What's amazing is how it lets me create and interact just by chatting in plain language—something everyone is getting used to with tools like Claude or ChatGPT!
Plus, it taps into their awesome reasoning skills and all the info they have on different operations, even letting me cross-check between apps.
For example, I use HubSpot for CRM, Lovable for the website, and Anchor for billing, and Claude makes it super easy to juggle everything. I can just chat with Claude to whip up whatever I need! It's seriously a game-changer!
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Stacy Luft, MBA
I'm using Claude Cowork to create my task lists from client meeting. I'm copying and pasting into projects.
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Derek J. Hartsfield
Stacy Luft, MBA
This is something I started doing months ago; it could be improved now, but it is a start.
I use Plaud to record telephone calls and Leexi to record Zoom, Google Meet, or Teams meetings. There are a ton of options; these are just the ones I use. Then Plaud and Leexi sync to my Google Drive, in a specific folder. Then I can either schedule Claude or immediately prompt Claude (Cowork) to create the follow-up list in Excel, so I can copy and paste it into a project in Financial Cents.
I have several additional steps later in this workflow that allow me to automate administrative tasks, but this is basically the start.
And I have automated my time billing entries for clients we bill by the hour. This was by far the biggest win for me.
I hope this helps.
If you'd like to have a telephone call, I would be happy to help you.
Amanda Aparicio
updated the status to
in progress
We're working on this!
For folks who upvoted this post, what are your TOP priority actions you want to see in the MCP?
Reply to this comment with your answer!
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Lisa Reck
Amanda Aparicio I would love to be able to create a project when the proposal is signed. I would love to bulk assign/reassign or make bulk edits to projects.
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Seth Norris
Amanda Aparicio Ability for Claude to see everything and run reports. For example, right now Claude has access to Practice Ignition for billing. If Claude also had access to all time entries, I could have it run analyses on billing and scope. I'd also like it to be able to see project statuses so that I can build dashboards of things that need my attention.
I'd also want it to see client chat so that we can track chats and which ones have been answered or not
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Josh Streimer
Amanda Aparicio I'd like the ability for Cluade to create production reports based on certain steps in each project.
Also, having the ability to update tasks/ projects directly through Claude.
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Matthew Powell
Amanda Aparicio Would love the ability to have Claude write to projects/tasks, update/write notes into client profiles, and pull timesheets to understand client profitability quickly.
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Tammy Arnado
Amanda Aparicio we want Claude Cowork to download and name all of the attachments.
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