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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, so 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