Connect Claude
Give Claude deep context on your clients' financials. Query transactions, generate reports, create automation rules, and execute bookkeeping changes, while maintaining full conversation history
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.
What You'll Need
A Claude account (Pro, Max, Team, or Enterprise plan)
A Kick account with access to at least one workspace
Tip: Log in to your Kick account in your browser before starting. This makes the authorization step faster.
Setup by Plan Type
The setup process differs depending on your Claude subscription:
Pro and Max plans: Add connectors directly to your personal account
Team and Enterprise plans: An organization Owner must add the connector first, then individual members connect to it
For Claude Pro and Max Users
Step 1: Open the Connectors Page
Log in to Claude.ai Connectors or go to Settings in the left sidebar > Connectors

Step 2: Add a Custom Connector
Click the + button in the top right
Select Add custom connector

In the Remote MCP server URL field, enter:
https://use.kick.co/mcpClick Add

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

That's it - Kick will appear in your list of connected connectors.

For Claude Team and Enterprise Users
Team and Enterprise setup requires two phases: the Owner adds the connector once, then individual team members connect their Kick accounts.
Phase 1: Owner Setup (One-Time)
Log in to Claude.ai Connectors
Click Settings → Organization settings → Connectors
Click Add in the top right
Hover over Custom and select Web
In the Remote MCP server URL field, enter:
https://use.kick.co/mcpClick Add
The Kick connector is now available to all organization members.
Phase 2: Member Setup (Each Team Member)
After the Owner has added the Kick connector, each team member connects their personal Kick account.
Log in to Claude.ai Connectors
Click Customize → Connectors
Find Kick in the list (it will have a "Custom" label)
Click Connect
Sign in to your Kick account if prompted
Choose which workspaces Claude can access
Click Authorize
Each team member authenticates individually. Claude can only access the Kick workspaces that the connecting user already has permission to view.
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_find, reports_profit_loss_get, workspaces_list) and your active workspace name.
Troubleshooting
"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.anthropic.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 are different. Claude Team and Enterprise include protections intended for business use. Individual plans like Pro and Max may not offer the same privacy and data handling protections for sensitive company or client data.
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. The meeting specifically warned that 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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