What it does and who it's for
Agent Connect lets an AI assistant you already use (Claude, ChatGPT, or Claude Code) talk to your RevvFi account through the open Model Context Protocol. Once connected, you can ask things like "how much did I spend on software this quarter?", "which invoices are overdue?", or "look over September's books and tell me what looks off", and the assistant answers from RevvFi's own records and totals rather than guessing.
It is built for RevvFi subscribers who work for themselves and already keep their books in RevvFi. You need an active RevvFi subscription or trial. Reading your books works on every plan. Drafting (invoices, quotes, and category suggestions) is part of RevvFi Pro.
How to connect
You connect from the assistant's side. RevvFi's server address is the same everywhere:
https://mcp.getrevvapp.com/mcpThe RevvFi app shows the same address with a Copy button under Settings → Connected assistants while nothing is connected yet.
Claude (web and desktop)
- Open Customize → Connectors in Claude.
- Click + Add, then Add custom connector.
- Name it RevvFi, paste the server address above, and click Continue. Claude detects that the server uses OAuth; keep that setting.
- Click Add. When you choose to sign in, Claude opens RevvFi's consent page in your browser (step by step below).
- In a conversation, click +, then Connectors, and switch RevvFi on.
On a Claude Team or Enterprise plan an Owner adds the connector under Organization settings → Connectors, and each member then clicks Connect on it. Anthropic's own guide is at support.claude.com.
Claude Code
claude mcp add --transport http revvfi https://mcp.getrevvapp.com/mcpThen run /mcp inside a session (or claude mcp login revvfi from your shell) and finish the sign-in in your browser.
ChatGPT
ChatGPT adds custom MCP servers through its developer mode, which OpenAI has moved around during 2026. These are the steps from OpenAI's help center at the time of writing; if your menus differ, follow OpenAI's current article.
- Open Settings → Apps → Advanced settings and turn on Developer mode. On a Business workspace an admin has to enable it for themselves first; on Enterprise and Edu an admin grants it under Permissions & Roles → Connected Data.
- Go to Settings → Apps and click Create.
- Name it RevvFi, add a short description, paste the server address, and choose OAuth as the authentication method.
- Click Scan Tools. ChatGPT sends you to RevvFi's consent page; finish it, then wait for the scan and click Create.
- Start a new chat and pick the RevvFi app, or just mention it in your prompt. ChatGPT asks you to confirm before it runs anything that changes your books.
What happens on RevvFi's consent page
Whichever assistant you use, the sign-in lands on app.getrevvapp.com/connect:
- Sign in to RevvFi. The consent page always asks for a fresh sign-in, even if you are already logged in. The approval has to happen within ten minutes of that sign-in.
- Check who is asking. The page names the app and shows Verified app for Claude, Claude Code and ChatGPT. Any other app shows "RevvFi doesn't recognize this app." You can still approve it, but only do so if you set it up yourself.
- Pick which books. Normally that is your own account. If a business partner shares a business with you on RevvFi, you can connect the assistant to that shared business instead.
- Choose permissions. They are grouped as It can see, It can change, and you can undo, and It can draft, for you to approve. The "see" and "draft" boxes start ticked; the "change" box always starts unticked. Untick anything you do not want.
- Allow. The button unlocks after the page has been on screen for two seconds and at least one permission is ticked. Cancel sends the assistant an error and grants nothing.
Authentication and scopes
Agent Connect uses standard OAuth 2.0 authorization code flow with PKCE (S256). There are no API keys to copy. Assistants register themselves as public clients: Claude and ChatGPT identify with a client metadata document, and other clients use dynamic client registration. RevvFi's authorization server advertises everything a client needs at https://mcp.getrevvapp.com/.well-known/oauth-authorization-server.
- Access tokens last one hour. Refresh tokens last 30 days. Authorization codes last ten minutes and work once.
- RevvFi stores only a hash of every code and token, never the token itself.
- If a code or refresh token is ever used twice, RevvFi treats it as theft and revokes the whole connection.
- Permissions are read from your live connection on every request, not baked into the token. Change or remove a permission in the app and the next request already obeys it.
- Widening permissions after the fact needs a fresh sign-in, just like the first approval.
- You can have up to ten active connections.
The nine scopes
Each scope is one checkbox on the consent page and one toggle in the app afterwards. The label column is the wording you will see.
| Scope | Label on the consent page | Group | Plan |
|---|---|---|---|
books:read | Your transactions | It can see | Any |
tax:read | Your tax numbers and settings | It can see | Any (own books only) |
mileage:read | Your mileage | It can see | Any |
receipts:read | Your receipts (not the photos) | It can see | Any |
invoices:read | Your invoices and client names | It can see | Any |
transactions:edit | Categories, business or personal, which business, and deleting transactions | It can change, and you can undo | Any (starts unticked) |
transactions:suggest | Category changes | It can draft, for you to approve | Pro |
invoices:draft | Invoices | It can draft, for you to approve | Pro |
quotes:draft | Quotes | It can draft, for you to approve | Pro |
On an account without RevvFi Pro the three draft scopes appear greyed out with "Included with RevvFi Pro" and are never granted, even if the assistant asked for them. On a connection to a partner's shared business, tax:read is never granted because tax settings belong to the account owner.
Every tool, and what it does
An assistant only sees the tools its permissions allow, and RevvFi re-checks the permission on every single call. Tools are tagged Read (never changes anything), Draft (creates something for you to approve), or Change (applies right away, with Undo).
| Tool | Kind | Scope | What it does |
|---|---|---|---|
get_books_overview | Read | books:read | The assistant is told to call this first. Lists your businesses, linked account names, how many transactions need review this year, and what this connection is allowed to do. |
list_transactions | Read | books:read | Lists or totals transactions with filters (dates, business, category, business/personal). Returns RevvFi's own totals so the assistant does not re-add a truncated list. |
review_books | Read | books:read | A read-only once-over of a period: uncategorized transactions, likely duplicates, business expenses with no receipt, business expenses that look personal, and deposits not matched to income. |
get_mileage_summary | Read | mileage:read | Logged miles and the mileage deduction for a period, using the IRS rate in effect on each trip's date. |
search_receipts | Read | receipts:read | Searches saved receipts by merchant, date or amount and returns what RevvFi extracted plus the attached transaction. Receipt images are never returned. |
list_invoices | Read | invoices:read | Your invoices with status and amounts. "Overdue" means sent, unpaid and past the due date. |
get_invoice_status | Read | invoices:read | One invoice's status, amounts, dates and reminder history. |
get_tax_summary | Read | tax:read | RevvFi's computed tax picture for a year: business income, deductions by category and Schedule C line, mileage and home office, the tax set-aside target, and quarterly estimated payment status. Estimates, not advice. Own books only. |
suggest_categorization | Draft | transactions:suggest | Proposes category or business/personal changes for one or more transactions as a suggestion in your Review Queue. Nothing changes until you approve it. Pro |
draft_invoice | Draft | invoices:draft | Creates a draft invoice in your Review Queue. No email goes to the client and no payment can be collected until you approve it. The assistant cannot edit, approve or send a draft once created. Pro |
draft_quote | Draft | quotes:draft | Creates a draft quote in your Review Queue. Nothing reaches the client until you approve it. Pro |
update_transactions | Change | transactions:edit | Sets the category, business or personal, and which business for up to 50 transactions and applies it right away. Never amounts or dates. Every change is logged and you can undo it in the app under Review Queue → History. |
delete_transactions | Change | transactions:edit | Deletes up to 25 transactions right away, for example duplicates or test entries. Transfers between your own accounts can never be deleted. Undo in Review Queue → History puts them back exactly as they were. |
Resources and prompts
Alongside tools, the server exposes four read-only resources and five ready-made prompts.
| Resource | Scope | Contents |
|---|---|---|
revvfi://categories | books:read | RevvFi's display categories grouped by bucket, with the default deductible percent for the current tax year. Assistants must use these names exactly. |
revvfi://clients | invoices:read | Your invoicing clients by name and id. Contact details are never included. |
revvfi://books/summary/current-year | books:read | Year-to-date income, spending and deductible totals, the top five spending categories, and the review count. |
revvfi://tax/settings | tax:read | Tax year, filing status, dependents, set-aside mode and vehicle deduction method. Own books only. |
monthly_book_review— review one month of the books and offer fixes for clear cases.quarterly_tax_check— check the tax set-aside against the next estimated payment.year_end_cpa_prep— prepare a year-end summary to take to a tax professional.unpaid_invoices_review— review unpaid invoices and suggest which to follow up.books_once_over— do a once-over on one business and fix what is clearly wrong.
Draft-only by design
Agent Connect was built so that an assistant can be useful without ever being able to act on your behalf. The rules are enforced by RevvFi's server on every call, not by the assistant's good behaviour.
- Drafts wait for you.
draft_invoice,draft_quoteandsuggest_categorizationonly create an item in your Review Queue. You open RevvFi (phone or web), read it, edit it if you like, and approve or reject it with one tap. Nothing is emailed, sent, filed or charged until then. A draft that sits untouched for 30 days expires on its own. - The assistant cannot approve, edit or send its own draft. Once created, a draft is yours. RevvFi's server has no tool that lets an assistant decide a pending item.
- Large or unusual drafts are flagged, not blocked. A draft for a new client or an unusually large amount shows a flag in the Review Queue so you look twice.
- Changing the books is opt-in, logged, and reversible. If you tick "It can change, and you can undo", the assistant may fix categories, business-or-personal, which business, and delete obvious duplicates. It is told to list the exact changes and get your yes in the chat first. Each change then appears in Review Queue → History as "Changed by assistant name" with an Undo button. Undo also unlearns any categorization rule the change taught RevvFi. Amounts, dates and transfers are off limits even with this permission.
- Your own in-app assistant, Revvy, works the same way. Revvy proposes changes through the Review Queue and never has the change-the-books tools at all.
Security and privacy
- Everything is logged, reads included. Every tool call, including read-only ones, is written to an audit log on your account with a redacted copy of what was asked. You can see it per connection under Settings → Connected assistants → View activity. Entries are kept for two years.
- What the assistant sees leaves RevvFi. Anything it reads is sent to the company that runs the assistant (Anthropic for Claude, OpenAI for ChatGPT) and handled under their privacy policy, not RevvFi's. Connect only assistants you trust with your financial data.
- Some things are never exposed. Receipt images, your clients' contact details, and your bank login (RevvFi never holds it; Plaid does) are not available through any tool.
- Rate limits. Each connection gets 60 calls per minute and 20 drafts or changes per day. The daily limit resets at midnight UTC.
- Your plan gates access. If your subscription lapses, connections stay listed but every call is refused and the app shows "Paused until you resubscribe." Deleting your RevvFi account revokes every connection and deletes its tokens.
- Partner connections stay in their lane. A business partner who shares a business with you can connect an assistant to that business only. They cannot see your other businesses, personal transactions or tax settings, and you can disconnect their assistant from your side at any time.
- The consent page cannot be framed. It refuses to load inside another site, so a malicious page cannot trick you into clicking Allow.
- RevvFi can switch the whole feature off in an emergency. If that ever happens, assistants get a clear "turned off right now" message instead of data.
Managing connections in the app
Open the RevvFi app and go to Settings → Connected assistants. Each connection shows its name, which books it can see, its permissions as plain-language chips, when it was connected and last used, and what it last did.
- Change permissions. Tap the permission chips to open the toggles. You must keep at least one permission, or disconnect instead.
- View activity. The full audit log for that connection, newest first, filterable by All, Reads, Drafts and Denied. Each row says what happened in plain words, for example Read transactions · 40 items or Drafted an invoice · waiting in your Review Queue.
- Pending drafts. Jumps to the Review Queue filtered to that assistant.
- Disconnect. Confirms, then revokes immediately. The assistant loses access on its very next request. Disconnected assistants stay listed under Past connections for 30 days.
- Connected by your partners. Assistants a partner connected to a business you share appear here too, each with its own Disconnect.
The web app at app.getrevvapp.com hosts the consent page and the Review Queue; managing connections themselves is done in the phone app.
FAQ
Why does my assistant say drafting is not available?
Drafting invoices, quotes and category suggestions is part of RevvFi Pro. On the standard plan the assistant can read everything and, if you allow it, change categories. Upgrade from Settings → Subscription in the app (or Settings on the web app if you pay through Stripe), then reconnect from your assistant so the draft scopes can be granted.
It says "The user has not granted this assistant the … permission."
You unticked that scope at consent, or removed it later. Open Settings → Connected assistants, tap the permissions, and switch it on. Widening permissions asks you to sign in again.
Why does the assistant keep asking which business?
By design. If you have more than one business, the assistant is instructed to ask before answering a question about one of them and never to mix businesses in one answer without saying so.
Can my accountant connect an assistant to my books?
No. Agent Connect is for the account owner and for business partners you share a business with. Your accountant works in the CPA portal instead.
Does the assistant see my bank password?
No. RevvFi itself never has it; Plaid holds the bank connection. The assistant sees transactions, not credentials.
I got "Too many requests."
The connection hit 60 calls in a minute or 20 drafts in a day. Wait a minute, or until midnight UTC for the daily limit.
The consent page says the request has expired.
Authorization requests last ten minutes. Start again from the assistant.
Are the tax numbers it quotes correct?
They are RevvFi's estimates, the same ones you see in the app, and the assistant is told to say so. They are not tax advice and not a filed return. Confirm with a tax professional before acting on them.
Can I build my own client?
Yes. The server speaks standard MCP over Streamable HTTP with JSON responses and uses OAuth 2.0 with dynamic client registration, so any compliant MCP client can connect. Start at https://mcp.getrevvapp.com/.well-known/oauth-protected-resource. Clients other than Claude, Claude Code and ChatGPT show as unrecognized on the consent page, which is expected.
Email us with the assistant you're using and what you saw. A person reads every message.