MCP
Understand how to use the Kolleno MCP with your favorite AI.
8 articles
Getting Started with MCP (Setup & Connection)
Connect Kolleno MCP to your AI assistant, troubleshoot login issues, and understand how your data stays secure.
Connect Kolleno MCP to Claude or ChatGPTHow to connect Kolleno to Claude, ChatGPT, or any MCP client from Personal settings.
Fix "Log In Required" During MCP SetupSteps to resolve a 'Log in required' message when authorizing an MCP client.
MCP Security and Data AccessHow Kolleno MCP keeps data safe: OAuth, user-scoped access, and 90-day expiry.
Understanding MCP
Learn what MCP tools are available, how to work with multiple companies, and why permission errors occur.
Kolleno MCP Tools OverviewThe Kolleno MCP tools available for data, analytics, and reporting workflows.
Working with Multiple Companies in MCPHow to pick the right company_id when your user has access to more than one company.
Understanding MCP Permission ErrorsWhy some MCP tools return access errors and how to check your company permissions.
Using MCP Effectively
Practical prompts and best practices to get the most value from Kolleno MCP in your finance workflows.
Example MCP Prompts for Finance TeamsSample prompts for finance teams using Kolleno MCP with Claude or ChatGPT.
Managing MCP
Review connected apps, disconnect unused MCP clients, and maintain security hygiene for your Kolleno account.
Manage and Disconnect MCP AppsReview connected MCP apps and disconnect any you no longer use or trust.