ScaleXP + Claude

Connect Claude to ScaleXP

Ask questions about your financial data in plain English — directly from Claude. The ScaleXP connector gives Claude secure, read-only access to your ScaleXP organization, so you can explore your numbers conversationally and export the same customer report you download today.

Set up the connector

Read-only access · ScaleXP Admin required · One organization per connection

Start with a question

  • Explore revenue

    “Which customers generated the most revenue last quarter?”

    Explore invoice line items and their monthly revenue spread.

  • Browse your accounts

    “Show me our chart of accounts”

    Browse account groups and accounts, including subsidiaries in consolidated organizations.

  • Export a report

    “Export the customer report for January to March as Excel”

    Generate the same spreadsheet as the ScaleXP customer-report download, in the background.

More reports are on the way — including deferred revenue, prepayments, aging, cashflow and forecast reports.

Before you start

  • A ScaleXP account with the Admin role for the organization you want to connect. Members and guests cannot connect.
  • Access to custom connectors in Claude.
  • Claude on the web at claude.ai (opens in a new tab).

For Claude Team or Enterprise, your organization owner may need to add the connector before you can connect.

Set up your connection

  1. Open Connectors in Claude. Find Connectors under Customize or Settings, depending on your version, and choose Add custom connector.
  2. Add the ScaleXP details. Enter ScaleXP as the name and the connector URL shown in the connection-details panel. If Claude asks for a connector type, choose Web.
  1. Require sign-in. Under Authentication, choose Sign in now or Always required, depending on the wording shown. Keep authentication required.
  2. Enter the OAuth client. Choose Use your own OAuth client and enter the client ID shown here. Leave the client secret blank. In some versions these fields appear under Advanced settings.
  3. Add and connect. Click Add, then Connect. Claude will take you to the ScaleXP sign-in page.
  4. Choose your organization. Sign in with your ScaleXP credentials and select the organization you want Claude to work with. You must have the Admin role for that organization.
  5. Start a conversation. Return to Claude and start a new conversation. Enable ScaleXP from the conversation’s connector controls if prompted, then ask your first question.

Try your first question

“Show me our chart of accounts”

Ask this in a new Claude conversation to check that ScaleXP is available.

Working with a team?

A Claude Team or Enterprise organization owner can add the connector through the organization’s Connectors settings. It then appears in team members’ connector lists. Each person still connects using their own ScaleXP account and must have Admin access to the ScaleXP organization they select.

Switching organizations?

Your connection is fixed to the organization you selected when signing in. To work with a different organization, disconnect and connect again, then select the organization you need.

Your data stays under your control

  • Read-only access

    The connector cannot create, change or delete anything in ScaleXP. It gives Claude access to read data and generate supported report exports.

  • Secure, organization-specific access

    Sign-in uses ScaleXP’s standard OAuth 2.0 authentication. Claude never sees your password. Only ScaleXP Admin users can connect, and every request is limited to the organization selected at sign-in.

  • Logged access. Disconnect any time.

    Every request is logged for audit purposes: who made it, which organization and tool were used, and when. Disconnect from Claude’s Connectors settings whenever you choose; access ends immediately.

Disconnecting stops further access. It does not remove information already included in your Claude conversations.

Need a hand connecting?

Contact our team and we’ll help you get set up.

[email protected]