Connect Qualy to Claude

Connect Qualy to Claude and you can ask about your account in plain language — "which students still owe tuition?", "how much did we collect in AUD last month?", "send Camila a payment reminder" — instead of clicking through the Dashboard.

It takes about a minute. You don't need a developer, and you don't need an API key.

Before you start

You need a Qualy login (the same email, password and two-factor code you use for the Dashboard) and a Claude account. That's it.

Free plan

Claude's Free plan allows one custom connector. Pro, Max, Team and Enterprise have no practical limit.

Set it up

In Claude, open your settings and find Connectors (depending on your version of Claude it sits under Settings or Customize).
Click the + button, then Add custom connector.
Paste this URL into the box, and leave every other field empty:
```
https://api.qualyhq.com/v1/mcp
```
Click Add, then click Connect on the Qualy connector that appears.
A Qualy sign-in window opens. Sign in as you normally would, then approve the access screen.

Done. Qualy is now connected to your Claude account — which means it's available in Claude chat, Claude Desktop, Cowork and Claude Code, everywhere you're signed in. You only do this once.

Check it worked

Start a new chat, open the + menu, switch on Qualy, and ask:

How much did we collect last month?

If Qualy comes back with figures, you're set. Connectors are switched on per conversation, so remember the + menu in new chats.

Prefer to have Claude walk you through it?

Paste this into any Claude conversation and it will guide you step by step:

Set up the Qualy connector for me. Instructions: https://docs.qualyhq.com/prompt.md

Setting it up for your whole team

On Team and Enterprise plans, an Owner can add Qualy once for everyone under Admin settings → Connectors, using the same URL.

Everybody else then just opens Settings → Connectors, clicks Connect on Qualy and signs in with their own Qualy login. Nobody else needs the URL, and each person's access stays their own.

What Claude can and can't do

The connection acts as you. It sees exactly what your Qualy login sees, scoped to your tenant — no more. If you can't see partner payouts in the Dashboard, neither can Claude.

It can look up contacts, payment requests, transactions, orders, partner commissions, payouts, refunds and disputes; answer questions with real totals and trends; raise payment requests; send the same payment reminder the Dashboard sends; and draft a refund.

It can't move money. Nothing here captures a charge, approves or executes a refund, or sends a payout. A payment request still has to be settled by the payer through a secure link, and a drafted refund still has to be approved by a human in the Dashboard.

To disconnect, remove the connector in Claude — or sign out of all sessions in the Dashboard, which disconnects every AI client at once.

For the full list of what Claude can do, see the MCP server reference.

If something doesn't work

The sign-in window doesn't open, or fails. Sign in at dashboard.qualyhq.com first, then try connecting again.
You added it, but Claude doesn't seem to know about Qualy. Start a new chat and switch Qualy on under the + menu.
It works in Claude chat but not in Cowork. That's a known issue on Anthropic's side, not Qualy's — contact Anthropic support.
Claude says it isn't allowed to do something. Your Qualy user is missing that permission. An admin can grant it under Settings → Users in the Dashboard.

Still stuck? Get in touch.

Other assistants

Qualy works with any assistant that supports custom remote MCP connectors. The endpoint is always the same — https://api.qualyhq.com/v1/mcp — but what each assistant lets you do with it varies a lot.

Assistants that can connect

Claude — the fullest support, and the only one where connecting once covers chat, Desktop, Cowork and mobile. Works on the Free plan (one custom connector). This is the setup described above.

ChatGPT — you must first switch on Developer mode in settings, then add the server. Read the important limitation below before you rely on it. Not available on the Free plan.

Mistral Le Chat — Connectors → Add Connector → Custom MCP Connector. Custom connectors work on Le Chat's free tier, which makes it the cheapest way to get Qualy into an assistant.

Perplexity — add a custom remote connector from settings. Requires Pro or Max.

ChatGPT can currently only read your Qualy data

On ChatGPT Plus and Pro, custom MCP connectors are limited to read-only tools. You can ask questions — "who hasn't paid?", "what did we collect in July?" — but Qualy's actions, like raising a payment request or sending a reminder, will not be available.

Write support is in beta on Business, Enterprise and Edu plans. If you need Qualy to do things rather than just answer questions, use Claude or Le Chat.

Assistants that cannot connect

These are popular, and none of them can reach Qualy today. This isn't a Qualy limitation — none of them support custom connectors of any kind:

Meta AI and WhatsApp. WhatsApp has no way to connect Qualy, and Meta blocks third-party AI assistants from the WhatsApp Business API. If WhatsApp is where you work, you'll need to open a separate assistant app.
The Gemini app. Google's consumer Gemini app takes only Google's own curated connectors. Custom MCP servers are limited to Gemini Enterprise, set up by an administrator in Google Cloud.
Microsoft 365 Copilot. Connectors exist, but only a Global or AI Administrator can add them for the whole tenant — you can't add Qualy yourself from the chat window.
DeepSeek. No connector support.

This list moves fast

Assistants add and rename connector features constantly. If yours isn't listed, search its settings for Connectors, MCP or Integrations and paste https://api.qualyhq.com/v1/mcp — if it accepts a custom MCP server URL, Qualy will work. Tell us what you find and we'll add it here.

Developer tools

Cursor, VS Code, Zed, Windsurf, Replit and Claude Code all connect to the same endpoint, usually through a config file or a settings panel — see MCP server for per-client configuration and API-key authentication.

If you're pointing an AI coding tool at Qualy to build an integration rather than to answer questions, start at AI agents & coding tools instead.