MCP

Cashier works over MCP, in both directions

Ask about your goals, money and pipeline from Claude, ChatGPT or Cursor. And give Cashier's agents any MCP server you already run. Changes always go through Approvals.

Direction 1

Use Cashier from your AI app

Your workspace is an MCP server. Connect it once, then ask "are we on track this month?" from wherever you already work.

Sign in with OAuth

No keys to paste for Claude and ChatGPT. Tokens available for other clients.

You choose the scopes

Read goals, read pipeline, talk to agents. Each one can be switched off.

Revoke any time

Settings, Connected apps, MCP. One click per client.

Claude

1. Open Settings, then Connectors.
2. Choose Add custom connector.
3. Paste: https://mcp.trycashier.com/your-workspace
4. Sign in to Cashier and pick what Claude may do.

Tools

What your AI app can do in Cashier

ToolWhat it doesAccess

get_goal_progressProgress, pace and gap for any goalRead only

query_databaseRows from any table, with filtersRead only

read_pageAny page and its contentRead only

list_dealsPipeline by stage and sourceRead only

sources_reportRevenue by where it came fromRead only

ask_agentAsk Cashier or a specialist a questionRead only

add_money_rowAdd income or a costNeeds approval

add_dealCreate or update a dealNeeds approval

upload_receiptSend a receipt to the BookkeeperNeeds approval

Direction 2

Give agents your own MCP servers

Connect your CRM, your database or internal tools over MCP, then choose which agents may use each one. The first write from any new tool needs your approval.

Browse connectors

HubSpot MCP12 tools · read and write

Orders database4 tools · read only

Internal pricing tool2 tools · read only

Cashier works over MCP, in both directions

Use Cashier from your AI app

What your AI app can do in Cashier

Give agents your own MCP servers

Set your first goal in the next five minutes.