COUNT MCP

COUNT combines practice management and a full accounting ledger in a single platform built for accounting firms and the businesses they serve. The COUNT connector gives Claude direct, read and write access to your COUNT workspaces so you can run your books and your practice without switching tabs or systems.

Ask Claude to pull a P&L, balance sheet, trial balance, or aged receivables and payables report for any period. Search and categorize bank transactions, split or exclude them, and apply them as payments against invoices and bills. Create, approve, and send invoices, estimates, and credit memos, or record vendor bills and apply credits. Start and complete bank reconciliations, connect new bank feeds, and set opening balances.

On the practice side, manage customers, vendors, products, projects, tasks, and time entries, and build or update P&L budgets version by version. Payroll tools cover people, pay periods, pay stubs, and journal reports. For firms managing many clients, consolidated P&L, balance sheet, and account transaction reports run across multiple client workspaces in one call.

Every action is scoped to the workspace you authorize, and Claude can resolve plain-English names for accounts, customers, vendors, and projects before writing anything. Built-in playbooks and FAQs guide end-to-end workflows like month-end close, AR follow-up, and bill pay so you get consistent results whether you are a solo bookkeeper or a multi-partner firm.