Zamino
Integrations
Help center
Get started, connect sources, FAQs.
Changelog
Every update we ship.
Customers
How real teams use Zamino.
Security & trust
Encrypted · access-controlled · audited.
Contact & support
Talk to a human.
What’s new
Nov 02QuickBooks Live is now GAOct 24AI budgets now apply per-team
Pricing
Log InSign Up for Free

Connecting ChatGPT to Zamino

Add Zamino as a custom connector in ChatGPT so you can ask questions about your own business data — revenue, expenses, invoices, inventory — right inside the ChatGPT you already use.

Connect your AI5 min read

Zamino turns your banking, accounting, POS, and payment data into one clean, history-aware database. Connect it to ChatGPT and you can ask questions like "How did last month's card fees compare to March?" — and get answers grounded in your numbers, not guesses.

The connection is read-only. ChatGPT can look at your data through a small set of safe, bounded tools — it can never change anything.

Step-by-step setup

  1. Turn on Developer Mode in ChatGPT

    Custom connectors live behind a one-time toggle.

    In ChatGPT, open Settings → Apps & Connectors → Advanced settings and switch on Developer mode.

    On Business, Enterprise, or Edu workspaces, an admin may need to allow Developer Mode for your role first.

  2. Create the Zamino connector

    Still in Settings → Apps & Connectors, click Create. Fill in:

    • Name: Zamino
    • MCP Server URL: https://api.zamino.com/mcp
    • Authentication: OAuth

    Confirm the trust prompt and save.

  3. Sign in when ChatGPT redirects you

    ChatGPT opens Zamino's secure sign-in page.

    Use the same email address as your Zamino account. The first time through you'll set a password for external AI access and verify your email — this is a separate sign-in from the Zamino app itself, used only by AI clients.

  4. Approve the connection inside Zamino

    This is the step people miss — and it's deliberate.

    For security, no AI app gets access to your data until you approve it inside Zamino. After signing in, open app.zamino.com, go to Settings → External AI Access, find the pending request from ChatGPT, and click Approve.

    Until you approve, ChatGPT will report the connection as "awaiting approval" — that's expected, not an error.

  5. Ask your first question

    Back in ChatGPT, start a new chat, and enable Zamino from the tools/connectors menu in the composer. Then just ask:

    • "What were my top 5 expense categories last quarter?"
    • "How much did we collect in Stripe payouts in June, and how does that compare to May?"
    • "List unpaid invoices over $1,000."

What ChatGPT can (and can't) do

ChatGPT only sees tools for the sources your organization has connected, and every one of them is read-only:

  • 📋 List your connected accounts and their data schema
  • 🔍 Run guarded, read-only queries against your Zamino database
  • 📚 Use live read-only lookups for sources that support them (e.g. QuickBooks Live)

It can never write, edit, delete, send, or post anything — those tools simply don't exist on this connection. Results are size-bounded, and every query is logged in your audit trail.

Troubleshooting

A note on privacy

When you connect ChatGPT, your query results flow into your ChatGPT conversation — under your OpenAI account and plan terms. Zamino never sends OpenAI anything on its own; data moves only when you ask a question. You can revoke access at any time in Settings → External AI Access, which cuts the connection immediately.

Where to go next

All help articlesDidn’t answer your question?