Connect claude.ai
Add Tabba as a custom connector in claude.ai.
Add Tabba as a custom connector and Claude reads Tabba Sales as you and plans changes to it. Nothing is written until you confirm a plan.
Add the connector
In Claude's settings, open the connectors page, add a custom connector, and give it this URL:
https://www.tabba.io/api/mcpLeave any OAuth client id and client secret fields empty. Those are for servers that hand out client credentials by hand. Tabba registers clients dynamically, so Claude registers itself.
Claude then opens Tabba in your browser. Sign in if you are asked to. The consent page lists what Claude asked to be able to do and asks which company it reaches. Pick the company and choose Approve.
Each person approves for themselves
If your Claude organisation manages connectors centrally, an owner may have to add the connector before members can connect. Whoever adds it, each member then approves in their own browser and is connected as themselves: with their own role in Tabba, their own work, and the company they picked. Nothing is inherited from the person who added the connector.
Where the menus are, and which Claude plans offer custom connectors, is Anthropic's to say and changes. Their own documentation of custom connectors has the current steps.
Verify it works
Ask for something that only reads:
What work do I have open?Claude should call get_my_work and answer from live data: your open lines,
grouped by customer or recurring series. If the answer names real customers,
the connection works.
Note the "I". A read answers from the work you hold a place on, and a list opens by saying which view produced it. The whole company is an admin's to ask for. See Auth and scopes.
Then try a write
Add five hours for me on the Bredgade development line.Claude calls plan_register_work, shows you what it would change, and waits.
Only when you confirm does it call commit. If it comes back with a question
in place of a plan (which line you meant, or whether the hours replace the
total or are added to it), answer it. The tool does not guess at anything
that would write a wrong number.
Both tools are offered to every member whose connection may write. Naming a colleague in place of yourself is an admin's to do. A standard user who tries is refused, and the answer says so.
Use the prompts
The server comes with two prompts, which Claude offers alongside the connector:
- Set up invoicing from a contract. Paste the terms and get the invoicing they call for put to you: the customer, a one-off invoice or a recurring series, and its lines. For an admin whose connection may write, it ends in one plan to confirm.
- Monthly close. Start from the work you still have outstanding, then review what is due this period and what it has earned.
Each is worded from the tools your connection has. Where the connection cannot plan a step, the prompt says that nothing is written from there and ends with what is left for a person to do.
Troubleshooting
- Claude asks you to approve again. An access token lives ten minutes and is refreshed without you. A refresh token lives thirty days, so a connector you have not used for a month asks again. It also asks again after you revoked access in Tabba, after your access to the company ended, and after the company was disconnected from its accounting system.
- Claude says it cannot do something. The tool is most likely not in your list, in which case Claude cannot name what is missing. A tool is absent when the connection's scope does not cover it or when it is an admin's and you are a standard user. The two tables in Auth and scopes say which.
- The connector is listed but Claude does not use it. Check that it is enabled for the conversation, and name Tabba in your message once.
- A name matches several records. Claude shows you the candidates. Answer with the one you meant.
- You want another company. A connection reaches the one company you picked on the consent page. Connect again and pick the other one.
- Anything else. Every refusal the server answers carries a code and a next step, and Claude usually relays both. Quote them when you ask for help.
Remove it
Remove the connector in Claude, then revoke the access in Tabba: under Claude and other AI clients on your profile settings, choose Revoke access. That ends every AI client connection of yours, not only this one. See Auth and scopes.