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[Claude] Configure the Counta AI Connector

This is available for Beta participants only

 The COUNTA MCP API Connector enables Claude to securely connect to your COUNTA environment and access operational ERP data such as clients, projects, invoices, approvals, revenue tracking, and other transactional workflows.

After completing setup, you will be able to interact with your COUNTA data directly through natural language prompts within Claude.

Before you begin: 

  • Ensure you have access to COUNTA and know your Tenant ID.
  • Have your COUNTA MCP Server URL available 
  • Have your COUNTA credentials or API token ready 
  • Confirm you are connecting to the correct environment (Staging or Production) 

Environment note: 

The set up process is the same for both Staging and Production environments. The only difference is the MCP Server URL and environment-specific credentials provided by your COUNTA administrator. 

Follow the Scribe guide below to complete the set up.

Configure the Counta AI Connector in Claude

This guide walks through how to configure the Counta API MCP in Claude and authorize access to your Counta environment.

Tip: If you already see the Counta API MCP Connector on the list of connectors, skip to the section titled "Connect and Authorize Access".

1. Click the organization profile icon in the bottom left corner

2. Select "Organization settings"

3. Click "Connectors"

4. The Connectors page includes built-in integrations provided by Claude and allows administrators to create additional custom connectors for external services and MCP servers.

5. Now let's add a Counta MCP connector. Click "Add".

6. Select "Custom" then "Web" to add a custom connector.

7. Add the Name for your custom Counta MCP connector. Tip: Add "Staging" or "Production" if your organization has access to both environments.

8. Add the Remote MCP server URL for the environment you want to connect to. For example: https://api-staging.accountabilityoneeu.com/v1/mcp

9. Click "Add"

10. Expand "Advanced settings".

11. Enter the Claude client metadata value provided by Counta in the "OAuth Client ID (optional)" field. This setting is used during the connector authorization process to help Claude identify and validate the connector configuration during setup.

Note: This value is part of of the Claude connector configuration and is separate from your tenant-specific credentials. Tenant information and user authentication are entered during the authorization flow after Clicking Connect.

12. Click "Add" to complete the connector configuration.

13. All custom connectors have a tag of "Custom" next to the "Type". To review the connector's configuration details, click on the 3 stacked dots and select "See details".

Connect and Authorize Access

14. After the Counta connector has been configured, the next step is to connect it to your Counta environment and authorize access.

Click "Customize" from the upper left navigation panel.

15. Click "Connectors". You'll see the list connected and not connected MCPs.

16. Select the Counta API MCP from the list of "Not Connected" apps, then click "Connect".

17. This will open a custom login (web) page for you to enter your Accountability credentials. Enter your Counta Tenant ID, then press Continue.

18. Enter the following:

Email Address : The email address associated with your user record in Counta.

Password: Enter your Accountability password or API token.

19. Click "Sign In & Authorize". If successful, you will get a message that the Counta MCP is connected.

20. Each Counta API MCP tool in Claude is powered by the Counta API and exposes a specific capability that allows Claude to retrieve, create, update, or perform actions on data within your Counta environment.

These tools act as a conversational layer over the Counta API, enabling users to interact with operational data using natural language rather than navigating through screens or making direct API calls.

The actions available to you are based on your Counta User Access Group access.

Working with the Counta MCP API connector in Claude

21. You can now use Claude to interact with your Accountability data using natural language. In this example, Claude is being asked to retrieve a client profitability summary and identify clients that might require attention.

22. The Counta API MCP gives Claude access to structured agency business data rather than isolated records or disconnected datasets.

Because Counta is purpose-built for agencies, relationships between clients, projects, billings, revenue, profitability, and operational workflows already exist within the platform. This allows AI assistants such as Claude to understand business context more effectively and deliver more meaningful insights through natural language interactions.