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 your Qualy login — however you normally sign in to the Dashboard: password, a sign-in link, Google or NexPay — 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.
Qualy opens in your browser. Sign in the way you always do — if you're already signed in, you go straight to the approval screen. Check it names your account and the assistant, then click Connect.

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, and we'll email you to confirm the connection.

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 and refunds; answer questions with real totals and trends; raise payment requests; send the same payment reminder the Dashboard sends; draft a refund; and approve or reject a refund or an approval request — but only one you're an approver for in Qualy, exactly as in the Dashboard.

It asks before it acts. Anything that reaches a customer, changes your books or moves money — a reminder, a payment request, cancelling a payment, approving a refund — never happens on Claude's first try. Qualy shows Claude a preview of exactly what will happen, Claude shows it to you, and it only goes ahead once you say yes. If anything changes in between, Qualy asks again.

It can't take or send money on its own. Nothing here captures a charge or sends a payout. A payment request is still settled by the payer through a secure link.

To see what's connected, open Integrations → AI assistants in the Dashboard: each assistant shows when it was last used, and Disconnect ends it at once. Signing out of all sessions, or changing your password, ends every assistant connection too.

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

If something doesn't work

"This request has expired". A connection request lasts ten minutes and works once. Start again from Claude.
"Opened by a different account". The link was first opened while you were signed in as someone else. Start again from Claude while signed in as the account you want to connect — or click Use a different account on the approval screen.
The approval screen says this account can't connect an assistant. Your Qualy access doesn't include it (for example, the subscription is on hold). Ask an admin in your organisation.
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 assistants that support custom remote MCP connectors and that Qualy has approved for sign-in — Claude and ChatGPT today — plus developer tools that sign in through your own computer. The endpoint is always the same: https://api.qualyhq.com/v1/mcp.

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 — in ChatGPT's settings, open Apps and turn on Developer mode under Advanced settings. Then create an app with the URL above, choose OAuth, and sign in to Qualy when asked. On a Business or Enterprise workspace an admin may need to allow it first. Read the limitation below before you rely on it. Not available on the Free plan.

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 yet

Mistral Le Chat and Perplexity support custom connectors, but Qualy doesn't accept their sign-ins yet — we only allow assistants we've checked, so a lookalike can't collect your access. Tell us if you need one.

These are popular, and none of them can reach Qualy today because 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. A developer tool that signs in through a browser on your own computer will work with https://api.qualyhq.com/v1/mcp today; a hosted assistant needs us to approve its sign-in first. Tell us which one you use and we'll look at adding it.

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.