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Claude connector

Connect LEAD
to Claude

Lead Accounting Plus works inside Claude through the Model Context Protocol (MCP). Ask Claude about your business — sales, stock, receivables, profit — and let it create invoices, receipts, accounts and items against your live LEAD data.

Works with claude.ai Claude Desktop Claude mobile ~1 minute setup
🤖 What you can do
  • Look up accounts, items, balances, stock and outstanding bills in plain language
  • Get business reports: sales trends, top products, top receivables/payables, net profit
  • Create sales invoices, orders, estimates and purchases
  • Record receipt and payment vouchers (bookkeeping entries only — no money moves)
  • Create customer/vendor accounts and inventory items
  • Warehouse operations: bin lookups, pick/put, GRN scanning, stock transfers
📋 Requirements
  • An active Lead Accounting Plus subscription
  • Your LEAD login: Company ID, Company Key, User ID and password
  • Claude — claude.ai, Claude Desktop or Claude mobile
⚡ Setup (about a minute)
💬 Example prompts
Try asking“How much does Priya Stores owe us right now?”
Try asking“Show me this month's sales compared by week.”
Try asking“Create an invoice for ABC Traders: 10 boxes of Item X at ₹450.”
Try asking“Record a receipt of ₹25,000 from ABC Traders into HDFC bank.”
Try asking“Which bins is item Headset stored in, in warehouse 2?”
🔒 Permissions & safety
  • Read tools (searches, reports, balances) run without confirmation.
  • Write tools (creating documents, vouchers, accounts, items, stock moves) are marked destructive — Claude asks you before each one runs.
  • Every action uses your own LEAD user account, so your existing user privileges apply.
  • Receipt/payment tools only record ledger entries. Nothing in this connector can transfer or process actual money.
🛠️ Troubleshooting

See also: Connector privacy policy · About AI & MCP in LEAD · Support