# Connect Qualy to Claude > Connect your Qualy account to Claude, ChatGPT, Le Chat or another AI assistant in about a minute — no API key, no developer needed. Ask about payments, students and commissions in plain language. 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. > **Note — Free plan** > > Claude's Free plan allows one custom connector. Pro, Max, Team and Enterprise have no practical limit. --- ## Set it up 1. In Claude, open your settings and find **Connectors** (depending on your version of Claude it sits under **Settings** or **Customize**). 2. Click the **+** button, then **Add custom connector**. 3. Paste this URL into the box, and leave every other field empty: ``` https://api.qualyhq.com/v1/mcp ``` 4. Click **Add**, then click **Connect** on the Qualy connector that appears. 5. 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. > **Note — 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](https://dashboard.qualyhq.com), which disconnects every AI client at once. For the full list of what Claude can do, see the [MCP server reference](/docs/mcp-server.md). --- ## If something doesn't work - **The sign-in window doesn't open, or fails.** Sign in at [dashboard.qualyhq.com](https://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](https://qualyhq.com/contact-us/). --- ## 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. > **Warning — 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. > **Note — 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](/docs/mcp-server.md) 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](/docs/ai-tools.md) instead.