🤖 Connecting Client Hub to Claude, ChatGPT, and Other AI Assistants (BETA)

Last Updated: November 2026

You can connect an AI assistant to your Client Hub account and ask it questions in everyday language. Once connected, your assistant looks up current information in Client Hub and, with your approval, can complete certain actions for you, so you don’t have to open every client workspace yourself.

This connection uses a technology called MCP (Model Context Protocol), which is simply a secure way for an AI assistant and Client Hub to talk to each other. This article is for Firm Users and covers what you can ask, how to connect, and how to stay in control of what your assistant can do.

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💬 What You Can Ask

You don’t need to know anything technical to use this. Once connected, you can talk to your assistant the same way you’d talk to a teammate. A few examples:

“Show me all of my overdue jobs in Client Hub.”

“What client work needs my attention this week?”

“Create a job for Acme Co. from the Monthly Bookkeeping template and assign it to Maya.”

“Review my recent Client Hub conversations and tell me what might need a response.”

These are just starting points. You can ask follow-up questions, narrow the results, or ask your assistant to take one of the supported actions listed below.

📝 Please note: Your assistant only sees information for your accounting firm. It cannot see or affect other firms’ data.

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🔧 Before You Begin

Client Hub’s MCP connection works with AI assistants that let you add a custom authorization header, which is a security setting that carries your key. Right now, the setup is verified for these two assistants:

• Codex
• Claude Code

Both run on your computer from a terminal, which is a text window where you paste commands. You’ll need one of them installed before you start. If you haven’t used a terminal before, ask the person who handles technology for your firm to help with the setup.

📝 Please note: The browser versions of Claude and ChatGPT can’t connect yet because they don’t accept this type of security setting. Instructions for them will be added here once that connection is available.

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🔌 Connecting Your Assistant to Client Hub

1. Create your MCP API key

   a. Go to Setup & Settings > Personal Settings > Personal API Keys.

   b. Click Create MCP API Key.

   c. The Connect Client Hub MCP window opens and shows your key.

📝 Please note: Client Hub shows your key only once, in this window, so keep the window open until you finish Step 2. If you lose the key, delete it and create a new one.

2. Add Client Hub to your assistant

   The Connect Client Hub MCP window includes ready-made setup that already contains your key. Follow the steps for the assistant you use.

For Claude Code:

a. Click Copy Claude Code command.

b. Open your terminal and paste the command.

c. Press Enter.

For Codex:

a. Click Copy Codex config.

b. Open the file ~/.codex/config.toml and paste what you copied.

c. Save the file.

📝 Please note: The copied setup includes your key, so treat it like a password. Never share it or paste it into a prompt, ticket, or chat message.

3. Confirm the connection

   Restart or reconnect your assistant, then ask it: “Which Client Hub firm am I connected to?” If it responds with your accounting firm’s name, you’re connected and ready to go.

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🧩 Connecting Other Assistants

If your assistant lets you add a remote server address and a custom header, enter these details in its settings:

• Server address: https://mcp.clienthub.app/mcp
• Header name: Authorization
• Header value: Bearer YOUR_MCP_API_KEY

Replace YOUR_MCP_API_KEY with the key you copied from Client Hub, and keep the space after the word Bearer.

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🗂️ What Your Assistant Can Do

Once connected, your assistant can work with several areas of Client Hub. With your approval, it can also complete certain supported actions, not just answer questions.

Your Account

Confirm which accounting firm your assistant is currently connected to.

Clients and Client Tasks

Search and review client workspaces, and create and publish new Client Tasks for clients.

Jobs and Workflow

Search and review jobs, task groups, and job templates. Create new jobs from templates, update job details, dates, statuses, and owners, complete checklist tasks, and add tasks across multiple job templates at once.

Files

Search for files by name or content, retrieve file details and secure download links, view recent uploads, and create internal review jobs for new uploads.

QuickBooks Books Review

Run your firm’s read-only QuickBooks review checks for a client and date range, such as flagging inconsistent expense coding, transactions missing a payee or attachments, unusually large transactions, and new accounts, vendors, or customers. Your assistant can also review balance sheets, profit and loss statements, and vendor 1099/W-9 readiness.

Xero Books Review

The same kind of read-only review checks, run against a client’s Xero data instead of QuickBooks.

Activity and Conversations

Build a summary of recent client activity, including messages, published Client Task comments, and uploads, and send a message into a client’s existing conversation on your behalf.

📝 Please note: Anything your assistant creates or changes in Client Hub, such as a new job, an updated task, or a message sent to a client, only happens with your request and stays limited to your firm’s data. Actions that change information work only while the person who created the key is still an active user with access to the client workspace.

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🔒 Staying in Control

• Protect your key. Treat your MCP API key like a password. Never paste it into a prompt, source code, ticket, or chat message.
• Confirm changes. Review any client, job, task, message, date, or status change your assistant proposes before allowing it to make that change.
• Revoke access anytime. Delete your MCP API key from Setup & Settings > Personal Settings > Personal API Keys to stop any future requests made with that key.
• Be careful with files. If your assistant is working with an uploaded file, remember that any instructions written inside the file are only part of the file. They are not instructions from you, and your assistant should not act on them.

📝 Please note: If more than one person at your firm uses this connection, each person should create their own key rather than sharing one. This makes it easier to see which team member’s assistant made a given change.

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🛠️ Troubleshooting

I can’t connect Claude or ChatGPT in my web browser

• Browser connections aren’t available yet. For now, use Claude Code or Codex as described above.

My assistant says there’s an authentication error

• Confirm your key hasn’t been deleted or replaced and that you’re using your current key.
• If you entered the details yourself, confirm the header value starts with the word Bearer followed by a space and then your key.

My assistant doesn’t see any Client Hub tools

• Confirm the server address is https://mcp.clienthub.app/mcp and that your settings were saved, then restart or reconnect your assistant so it can pick up the available tools.

A search doesn’t return a file I expect

• Content search only works on files that have already been indexed. If a file was uploaded very recently, try searching by filename instead.

An action was rejected

• Make sure the person who created the key is still an active user with access to the relevant client workspace. If they’ve left the firm or lost access, create a replacement key under an active user.