You're all set — follow these 4 steps.

Takes about 3 minutes. No technical experience needed.

1
Open Claude → Settings → Connectors

In the Claude desktop app, click your profile icon in the top right corner, then follow this path:

Settings Connectors Add custom connector
2
Paste your setup link and save

Copy your personal link below and paste it into the connector URL field.

Claude Code CLI? Run: claude mcp add incredible-ai --transport http https://mcp.incredibleai.pro/mcp

3
Go to Claude Cowork and start a new chat

At the top center of the Claude app, click Cowork.

Chat Cowork Code
4
Type this and hit enter
run bookkeeper

Your AI Bookkeeper takes it from there.


What It Does
🔒
We Never Touch Your Accounts

We have zero access to your bank or accounting credentials. The agent operates inside your browser — you stay in control.

Set It Once. It Runs Itself.

Say "run bookkeeper" and transactions are categorized while you focus on other things.

💡
Catches Tax Savings

After every session it flags deductible expenses, 1099 thresholds, and timing moves.

📋
Full Recap Every Run

Plain-English summary in your chat — what was done, what needs review, what was flagged.

What You Need
Claude Desktop App

Free download at claude.ai/download. Requires a paid Claude plan ($20/mo).

Claude in Chrome

Chrome extension that lets the agent operate inside your accounting platform. Install here.

Accounting Platform

Works with QuickBooks Online, Xero, Wave, and FreshBooks. Stay logged in — the agent picks up from there.