Connecting Etropo to Claude

Etropo for Claude. Claude answers the question "Which categories have the largest planned amounts this year?" with a table of categories and planned amounts from Etropo

With the official Etropo plugin for Claude, you can ask Claude about your marketing budget and update it in conversation. Claude sees what your Etropo account can see, and it writes changes back to your budget.

Install in Claude

Before You Start

An Etropo account with a budget
The admin role in the organization you want to connect
A Pro or Custom plan. See pricing
If you use two-factor authentication, your code. Etropo asks for it before the approval screen

Add Etropo to Claude

Open Etropo in the Claude directory
Click Connect
Sign in to Etropo in the browser window that opens
Check the Account and the Organization, then click Authorize
Back in Claude, start a new conversation and ask about your budget, for example “Which line items are over budget this month?”

You connect once. To stop, remove Etropo under Settings → Connectors in Claude.

To connect Claude Desktop or Claude Code without the directory, see Connect Other AI Assistants.

Learn More

What You Can Do: every task Claude can do with your budget, with example prompts
AI Assistants (MCP): how the connection works, the approval screen, and troubleshooting
Permissions & Security: who can connect, what Claude can access, and how Etropo protects your data

Support

For additional help you can reach out to our support team at: help@etropo.com