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Connecting Claude to Zamino

Add Zamino to Claude with one click (or two minutes of setup) so you can ask questions about your own business data — revenue, expenses, invoices, inventory — right inside Claude on web, desktop, or mobile.

Connect your AI4 min read

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

The connection is read-only. Claude can look at your data through a small set of safe, bounded tools — it can never change anything. Once connected, it works across Claude on the web, desktop, and mobile.

Step-by-step setup

  1. Add the Zamino connector

    Use the one-click link above, or do it manually: in Claude, open Settings → Connectors, click Add custom connector, and fill in:

    • Name: Zamino
    • URL: https://api.zamino.com/mcp
  2. Connect and sign in

    Click Connect next to Zamino. Claude 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.

  3. 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 Claude, and click Approve.

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

  4. Enable Zamino in a chat and ask

    Start a new chat, open the search & tools menu in the message box, and make sure Zamino is enabled. 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 Claude can (and can't) do

Claude 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.

Using Claude Code?

Developers can connect from the terminal too:

claude mcp add --transport http zamino https://api.zamino.com/mcp

Then run /mcp inside Claude Code to sign in. The same in-app approval step applies.

Troubleshooting

A note on privacy

When you connect Claude, your query results flow into your Claude conversation — under your Anthropic account and plan terms. Zamino never sends Anthropic 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

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