Ask Claude about your tofu data
Claude is an AI assistant. You can connect it to your tofu account so it can answer questions about your invoices, bills, usage, and other records, or help you set things up. This guide walks you through it step by step.
What you need before starting
A tofu account that you can log into
Claude.ai or Claude Code
Works on every Claude plan, including Free. If you're on Claude Free, note you can only have one custom connector at a time, so this will use that slot.
No technical setup needed.
How to connect Claude to tofu
In Claude, select your profile icon in the lower left corner.
Open Settings.
Go to Connectors.
Click Add, then select Add custom connector.
Enter tofu as the name and https://mcp.gotofu.com as the MCP server URL.
Click Continue, then Add connector.
Click Connect.
Log in with your tofu account when prompted.
If you belong to more than one tofu organization, you'll be asked which one to connect. Pick the one you want Claude to work with.
Allow access for Claude.
Claude will now show "tofu" as connected.
💡 Tip: If you're not sure you did it right, just ask Claude "are you connected to my tofu account?" and it will tell you.
📌Note: Uploading or extracting documents through Claude uses the same AI Extractions quota as the tofu web app. It's not counted separately.
Here are some sample ways you can put Claude to work with your tofu data:
Usage reports, your way
Your Organization Summary page shows your AI extraction and entity usage for the current billing period. With Claude connected, you're not limited to that one view. You can ask for a usage report for any period you want, monthly, quarterly, yearly, or a custom date range, broken down across all your entities.
Try asking:
"Give me a usage report for Q3 2026, by entity"
"How many AI extractions did we use last month?"
"Compare our usage this year to last year"
Fixing a knowledge card tofie didn't follow
If tofie extracted something incorrectly even though you already set up a knowledge card for it, you don't have to guess what went wrong. Ask Claude to look at the card and tell you why it might not have worked, and how to word it better.
Try asking:
"Check the knowledge card for [entity name] on AP bills and tell me why it's not picking up the right due date"
"Help me rewrite this knowledge card so it's clearer for tofie"
⚠️ After you add or update a knowledge card, ask Claude to re-run extraction on the existing documents that should follow the new rule. A new or updated card only applies going forward on its own, it won't automatically fix records that were already extracted.
More examples
"Show me unpaid invoices for [contact name]"
"What tax rates are set up for [entity name]?"
"Create a new entity called [name]"
Claude only sees what your own tofu login already allows you to see. It won't show you anything you couldn't already see by logging into tofu yourself.
Disconnecting
Want to stop Claude from accessing your tofu data? Go back to Settings, then Connectors, and remove tofu from the list. You can reconnect anytime.
Still stuck? If something isn't working, reach out to support and we'll help you get connected.