Connect Your AI Assistant

Using Claude or ChatGPT? The quickest way to connect is the official Etropo plugin, listed in each assistant’s public directory. Using something else? Any AI tool that supports MCP can connect too.

Before You Start

You need an Etropo account with a budget in it
You need to be an admin of the organization you want to connect
Connecting AI assistants is included in the Pro and Custom plans — see pricing for details
If you use two-factor authentication, have your code ready — you’ll be asked for it before you can approve the connection

Connect Claude

Open Etropo in the Claude directory
Click Connect
Sign in to Etropo in the browser window that opens
Approve the connection
Back in Claude, start a conversation and ask about your budget

Connect ChatGPT

Open Etropo in the ChatGPT plugin directory
Add the Etropo plugin to ChatGPT
Sign in to Etropo in the browser window that opens
Approve the connection
Back in ChatGPT, start a conversation and ask about your budget

Approving the Connection

Whichever assistant you use, Etropo shows you the same approval screen before anything is shared:

Check the Account — this is the Etropo account you’re signed in with
Check the Organization — if you’re an admin of more than one, choose the one you want to connect
Review what the assistant will be able to do with your budget data
Click Authorize

You only need to do this once. After that, your assistant can work with your budget whenever you ask. Changed your mind? Click Deny and nothing is shared.

Connect Other AI Assistants

Etropo works with any AI tool that supports MCP. The setup differs a little from tool to tool, but the flow is the same:

In your AI tool, add a new MCP connection (often called a connector or MCP server)
Enter Etropo’s address: https://app.etropo.com/api/mcp
Sign in to Etropo in the browser window that opens
Approve the connection

Claude Desktop: to set it up by hand instead of using the official plugin, open Settings → Connectors, add a custom connector, and enter the address above.

Claude Code: run this command, then follow the sign-in prompt:


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

Try It Out

Once you’re connected, start with a simple question, such as “Which line items are over budget this month?” See What You Can Do for more ideas.

Disconnecting

You can remove Etropo at any time from your AI assistant’s settings, in the same place you manage its other plugins and connections. Once removed, the assistant can no longer reach your budget.

Troubleshooting

”Admin access required”

Only organization admins can connect an AI assistant. Ask an admin in your organization to update your role, then try again. See Inviting Team for how roles work.

The approval screen says the request has expired

Approval requests are only valid for a short time. Go back to your AI assistant and start the connection again.

My assistant isn’t using Etropo

Check that Etropo is still connected and switched on in your assistant’s settings
Mention Etropo by name in your request
Start a new conversation — some assistants only pick up new connections in a fresh chat

My assistant can’t find a line item or category

Your assistant sees exactly what you see in Etropo. If something is missing, check that it exists in the organization you connected and that you have access to its category.

An update was skipped

Your assistant skips amounts it isn’t allowed to overwrite and tells you which ones. See What Your Assistant Can’t Do.

My assistant says it’s making too many requests

To protect your account, there’s a limit on how quickly an assistant can send requests. Wait a minute and try again.

Support

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