Connect Capisso to ChatGPT or Claude

You can connect Capisso to ChatGPT or Claude and ask about your books in chat. Once connected, the assistant can read the books of every business you can access in Capisso and, unless you choose Read only, make the changes you ask for. It works within your own permissions in each business, so it can never do more than you can.

How to connect

You start the connection from ChatGPT or Claude, not from Capisso. Settings > Connections has a How to connect section with the Capisso connector address, a Copy button, and short steps for Claude and ChatGPT.

Where Capisso is listed in Claude's directory or in ChatGPT apps, the page also shows Add from Claude's directory or Add from ChatGPT apps. Select one to add Capisso from its listing. Otherwise, add it yourself with the connector address:

Claude: open your connector settings and select Add custom connector. Paste the connector address and add the connector.
ChatGPT: turn on developer mode and select Create connector. Paste the connector address and create the connector.

If the page says the connector address isn't available yet, contact support.

The assistant then opens Capisso's approval page, titled "Connect ChatGPT to Capisso" (or Claude). Sign in to Capisso if you're asked to. The page shows which account you're signed in as, with a "Not you?" link if it's the wrong one, and lists what the assistant will be able to do:

read the books of every business you can access
make the changes you ask for, within your permissions

Choose whether to tick Read only (see below), then select Allow. If your account uses two-factor authentication, you may then be asked for a code from your authenticator app before the connection completes. Select Cancel instead if you don't want to connect.

An assistant can only use Capisso through a connection you approved on this page. There's no separate setting for each business: name the business in your request when you have more than one.

Read only

The approval page has a Read only checkbox: "Read only - ChatGPT can look but not change anything". It's unticked unless your last connection to that assistant was Read only.

On a Read only connection the assistant is only offered tools that read: it can still find and read everything, and any change it tries is refused, including permanent ones. The assistant is told: "This connection is read-only. To allow changes, disconnect in Capisso (Settings > Connections) and reconnect without Read only."

So to switch a Read only connection to one that can make changes, disconnect it and connect again, making sure Read only is unticked. In Settings > Connections each connection shows its access as Read only or Read and change.

What the assistant can and can't do

The assistant can:

Find and read: your businesses and an overview of each, your inbox, documents and their change history, contacts and their history, bank accounts and transactions, transfer suggestions, match suggestions, invoices, categories, tax rates and tags.
Read the accounts: the trial balance, balance sheet and journal entries of a business, if you can open Accounting in Capisso for it. It can't post or change journals.
Run reports: list the reports Capisso can run, run one such as profit and loss or P&L by tag, and show a report already run. Like the app, running a report saves it to the business's report history.
Add: a receipt, bill or invoice from a file or a link, a bill or receipt typed in with no file, an invoice draft, a contact, and tags and tag groups.
Change: a document's category and lines, tags on lines and bank transactions, a transaction's category, transfers (confirm or undo), bank line matches (match a line to its suggested documents, confirm several suggested matches at once, reject a suggestion, switch to or keep a document when a better match arrives, or unmatch), and invoice drafts (update, delete or issue). It can turn an issued invoice back into a draft when it hasn't been sent or paid, mark a document or a bank transaction reviewed, answer a question Capisso asked about a bank line or document under review, or undo that answer, and archive or unarchive a document. On a bill it can record a payment made by a director, an employee, the owner's own money or cash (not from the business bank: match the bank line instead), or mark the bill unpaid, which removes its recorded payments and asks you to confirm first when it would remove any, or when the bill is in a VAT period already filed.

Some limits apply:

One change can touch at most 50 records. For a bigger job the assistant is told to split it into batches of 50.
A file sent through an assistant can be at most 18MB.
If the account is paused, the assistant can still read everything, and can make only the changes the app itself still allows on a paused account.

Documents an assistant adds or creates show Uploaded via: Assistant below their preview, with you as Uploaded by.

The assistant can't:

send anything out of Capisso. It doesn't email invoices or documents or notify your clients, and issuing an invoice through it never sends an email.
edit a contact's bank details.

It's instructed to quote only figures Capisso returned, never to estimate them. Check any figure that matters in Capisso itself.

In Claude and ChatGPT, some answers also show a Capisso card in the chat, such as your inbox, a document or a list of bank lines. A card shows only what Capisso returned. Its buttons do the same as asking in the chat, within the same permissions, and a button that makes a change asks you to confirm on the card first. Open in Capisso takes you to the same page in the app. On a Read only connection, cards show no buttons that change anything. A suggested match whose document still needs review shows no Match button; open it in Capisso to review it first.

Permanent actions

Four actions can't simply be undone, so they're marked as permanent and the assistant is told to ask you to confirm before it does them:

Mark document reviewed: once a document is marked reviewed, the review flag can't be raised again from the assistant.
Mark transaction reviewed: once a bank line is marked reviewed, the assistant can't put it back under review.
Archive document: archiving reverses the document's entries in the books and removes its matches to bank transactions. Unarchiving it later doesn't bring the matches back.
Issue invoice: issuing uses up the next invoice number and posts the invoice to the books. Nothing is emailed. The draft needs a reference, such as the customer's PO number, before it can be issued.

How to disconnect

Go to Settings > Connections and select Disconnect next to the assistant, then confirm. It loses access to Capisso straight away: the connection ends and all of its access is cancelled at the same moment. You can reconnect from the assistant any time.

A connection also ends on its own if it goes unused for 90 days, and some changes to your account's security also stop it working until you reconnect. If that happens, reconnect from the assistant to carry on.

Data sharing

While connected, your business data, including your clients' data, is shared with ChatGPT or Claude. You can disconnect any time in Settings > Connections.

ChatGPT or Claude may also be connected to other tools, such as web search or email. Capisso can't see or control what those tools do.

Who uploaded a document, and how
Creating a draft invoice