Connect Claude
Add Kick from Claude's connector directory to give Claude deep context on your clients' financials. Query transactions, generate reports, create automation rules, and execute bookkeeping changes, whil
Kick MCP integration lets Claude directly access your accounting data. Instead of copying and pasting client information, Claude can request the data it needs and return structured results.
Kick is listed in Claude's connector directory, so you add it by searching for Kick inside Claude.
What You'll Need
A Claude account on any plan. Directory connectors, including Kick, are available on Free, Pro, Max, Team, and Enterprise.
A Kick account with access to at least one workspace
Add Kick from the Connector Directory
These steps cover individual accounts on Free, Pro, and Max. On Team and Enterprise plans, an Owner or admin adds Kick for the organization first: expand For Claude Team and Enterprise Users below.
Step 1: Open the Connectors Page
Log in to Claude.ai Connectors or go to Settings in the left sidebar > Connectors

Step 2: Find Kick in the Directory
Click the + button in the top right
Select Browse connectors. The Directory opens on the Connectors tab
Search for Kick and open the Kick listing
Add Kick from the listing page

Step 3: Authorize Kick Access
A new window will open asking you to authorize the connection.
Sign in to your Kick account if prompted
Choose which workspaces Claude can access:
All my workspaces: access all current and future workspaces
Selected workspaces: choose specific workspaces
Click Authorize

Kick will appear in your list of connectors.

Using Kick in a Conversation
Once connected, enable Kick for each conversation where you want to use it.
Start a new conversation or open an existing one
Click the + button in the lower left corner
Select Connectors
Toggle Kick on

The Kick icon will appear in the conversation header when enabled.
Verify Your Connection
Test that everything is working by starting a conversation with Kick enabled and asking:
Claude should respond with available tools (like transactions_query, reports_query, context_browse) and your active workspace name.
Troubleshooting
Kick Doesn't Appear in the Directory
On Team and Enterprise plans, check whether an Owner or admin has added Kick yet. If your role can't add connectors, use the Request button on the Kick listing
Add Kick by URL instead, using the values in Standard Connection Details
"No tools available" or Empty Tool List
The authorization didn't complete successfully.
Go to your Connectors page
Click Disconnect on Kick
Click Connect again and complete the authorization flow
Wrong Workspace Showing
Your Kick account has access to multiple workspaces. Tell Claude which workspace you want to use:
Connection Shows as "Error" Status
Network issue or temporary service interruption.
Refresh the page
Try disconnecting and reconnecting
If the issue persists, check status.claude.com
Data Privacy and Security
Claude’s terms apply. When you connect Kick to Claude, your use of Claude is governed by Anthropic’s terms and privacy policies, not Kick’s.
Business and individual Claude plans handle your data differently. Team and Enterprise fall under Anthropic's Commercial Terms, and that data is not used to train Claude. On individual plans (Free, Pro, and Max), chats are used for training unless you turn off Help improve Claude in your privacy settings, and retention runs five years while that setting is on. Weigh that before pointing Claude at client books from a personal account.
Claude only sees what you enable. Access depends on the connectors, permissions, and capabilities configured in Claude.
More access means more risk. Features like desktop file access, browser automation, and computer-use tools are more powerful, but also higher risk than basic chat or read-only access.
Some Claude features can take action. Not all integrations are read-only. Depending on what’s enabled, Claude may be able to modify files, interact with websites, or perform actions in connected tools.
Use copies of important files. If Claude is working with documents or folders, avoid giving it original files, because AI-driven edits can produce unexpected changes.
Your organization may restrict certain features. Admins can disable or limit higher-risk capabilities like web search, user-created skills, browser automation, and similar tools.
Next Steps
Now that you're connected:
Try a sample query: "List my workspaces" or "What tools can you use?"
Explore reports by asking Claude to generate financial reports for your clients
Check out the Kick MCP Use Case Library for advanced use cases
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