Integrating Claude

@Glenn Posted an article on integrating now being available on Claude
https://support.quickfile.co.uk/t/connecting-to-quickfile-from-claude/65484

I can not locate the connector or plugin so I asked Claude

I searched Anthropic’s connector directory directly, and QuickFile doesn’t currently appear in it — despite what that support article says. The closest accounting/finance-related connectors available right now are things like Qonto, NetSuite, Stripe, PayPal, and Chargebee — no QuickFile.

A few possibilities for what’s going on:

  1. The connector may not be live yet — QuickFile’s support article could describe a partnership that’s announced but not yet rolled out in the directory, or still in limited/regional rollout.
  2. It could require a specific Claude plan (e.g. Team/Enterprise) that isn’t reflected in what I can see.
  3. The listing name might differ from “QuickFile” exactly, but I searched fairly broad terms (quickfile, accounting, invoices) and nothing matched.

Given that, this likely isn’t something you’re doing wrong — the connector doesn’t appear to be discoverable in the directory yet. I’d suggest:

  • Checking directly in claude.ai → Settings → Connectors to see if “QuickFile” appears there manually (my search tool and your in-app directory could differ slightly).
  • Contacting QuickFile support to confirm the connector is fully live, since the article may be published ahead of general availability.

What am i missing!

Hi @MearTech

This hits the nail on the head. It’s not yet available, but it’s coming. We’re currently waiting for approval from Anthropic, after which it’ll appear and be available.

Hi @MearTech

While we wait for approval, you can can use our new MCP Server to connect from Claude Desktop.

https://support.quickfile.co.uk/t/public-mcp-server/65504

That’s very timely. I was actually coming here to post a message about how I’m intergrating with Quickfile from Claude Desktop at the moment!

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Hi Glenn,

Great to see this launch, and the public MCP server alongside it. We are an accounting practice (Kancelaria nFirma / Lexea Group) supporting several hundred UK limited companies, mostly owned by Polish entrepreneurs, and the QuickFile API has been the backbone of our internal automation for a long time. Connecting Claude directly is a very welcome next step, we have been building similar workflows ourselves.

A few suggestions from the perspective of a practice managing multiple QuickFile accounts:

  1. Affinity-level authorisation. As raised in another thread today, each account currently has to be connected individually. A single practice-level authorisation, where the query can specify which linked account it targets, would make this genuinely usable for accountants. Cross-account prompts like “list clients whose year end falls within the next 60 days and show untagged transactions on their accounts” are the dream scenario for practices.
  2. Longer-lived or renewable MCP keys. The 7-day key is fine for ad-hoc analysis but rules out scheduled workflows. OAuth-style refresh, or keys with configurable expiry, would help a lot.
  3. Scoped permissions per authorisation. For example invoices and client records but no bank data. Useful when giving different team members Claude access to the same account.
  4. A query audit log in the QuickFile dashboard. Seeing what data each connector or MCP key actually accessed would make internal sign-off (and GDPR accountability) much easier.
  5. Carefully scoped write actions as a future step. Read-only is absolutely the right default. A safe next increment would be draft-only invoice creation and suggested bank tagging that a human confirms in the QuickFile UI. Human-in-the-loop drafts are how we run our own automation and it works very well in practice.

Happy to beta test the Affinity side with real practice workloads if that would be useful.