Connect Fidexa to Claude, ChatGPT or Muse

Ask your own AI assistant about your Fidexa books. It reads your income, expenses, mileage and Tax Report totals through a read-only connector, and changes nothing.

Connector address

https://mcp.fidexa.tech

You need a Fidexa account (free or Premium). You sign in to Fidexa once, on a Fidexa page, and choose Allow read-only access.

The assistant can read

✓ Your businesses
✓ Income, expenses and transactions you have reviewed
✓ Your Tax Report totals
✓ Mileage: dates, distances and purposes
✓ How many items are waiting for review

It can never

✕ Change, add or delete anything
✕ See your customers' names or invoices
✕ See trip addresses or routes
✕ See your bank sign-in or account numbers

Signing in also lets the assistant ask for the name and email on your Fidexa account. The screen where you choose Allow read-only access lists exactly what the app asked for and names the site that receives the access.

Claude

Any Claude plan, on claude.ai or the Claude desktop app. The Free plan allows one custom connector.

Open Customize → Connectors.
Click + Add, then Add custom connector.
Name: Fidexa. Remote MCP server URL: https://mcp.fidexa.tech. Click Continue.
Leave the detected sign-in settings as they are and click Continue, then Add.
Sign in to Fidexa when asked and choose Allow read-only access.

To use it: In a chat, click + at the bottom left, open Connectors and turn Fidexa on.

On Team and Enterprise plans an Owner adds the connector once in Organization settings → Connectors; each member then clicks Connect and signs in with their own Fidexa account.

ChatGPT

ChatGPT on the web. Your account or workspace must allow custom MCP servers; a workspace admin may need to turn this on.

Go to chatgpt.com/plugins.
Click + and choose Add custom MCP server.
Name: Fidexa. Under Connection, keep Server URL selected and enter https://mcp.fidexa.tech.
Leave Authentication on OAuth. Tick I understand and want to continue, then click Create as a plugin.
Install the plugin. Sign in to Fidexa when asked and choose Allow read-only access.

To use it: Start a new chat, type @ in the message box and pick Fidexa.

Meta Muse

The Meta AI app with Muse.

In a chat with Muse, send: Connect to https://mcp.fidexa.tech
Muse shows a connector for mcp.fidexa.tech. Tap to connect.
Your phone asks whether Muse may use auth.fidexa.tech to sign in. Tap Continue.
Sign in to Fidexa and choose Allow read-only access.

To use it: Ask Muse about your books in any chat; it reads Fidexa when the question needs it.

Things to ask

“What did I spend on meals with clients this quarter?”
“How many business miles did I drive in October, and what are they worth at the standard rate?”
“Is my Tax Report ready for my accountant? What still needs attention?”
“Compare my income and expenses month by month this year.”

What the connector offers

Six read-only tools. Only reviewed transactions count, transfers are left out of totals — the same books the Fidexa app shows.

list_businesses: Your businesses, with entity type, country and currency.
get_summary: Income, expenses and net for a date range, by category and by month.
search_transactions: Reviewed transactions by date, words, category or type. Payments taken with Fidexa Pay show as “Fidexa Pay customer”, without the customer’s name or invoice number. Account, card and phone numbers are removed from bank descriptions.
get_tax_report: A year’s Tax Report totals, grouped by IRS Schedule C or CRA T2125 headings, with what still needs attention.
get_mileage: Trips with date, distance, purpose and the standard-rate amount. No addresses or routes.
get_review_status: How many transactions and trips are waiting for your review.

If something goes wrong

“This request has expired or is not valid.” The sign-in link works for a short time only. Start the connection again from the assistant.
ChatGPT has no Add custom MCP server option. Your account or workspace does not allow custom MCP servers yet; in a workspace, ask the admin.
“Fidexa has not checked this app.” The sign-in screen shows this for any app other than Claude, ChatGPT and Meta Muse, whatever name the app gives itself. Allow it only if you started the connection yourself, just now, from an app you trust.
“Too many requests to Fidexa in the past hour.” An assistant can ask Fidexa up to 600 times an hour for one account. Wait and try again.
“That date range holds more records than Fidexa can total in one answer.” Ask about a shorter period, such as one quarter.
The assistant says it is not connected. Turn Fidexa on for that chat (in Claude, turn it on per conversation; in ChatGPT, type @ and pick Fidexa), or remove the connector and add it again.

Help and contact

Questions about the connector, or something not working: write to support@fidexa.tech. To report a security problem, use the same address with “Security” in the subject.

The connector is made and run by Fidexa Labs LLC, the maker of the Fidexa app. It is free with every Fidexa account and available wherever Fidexa is: the United States and Canada.

What is the Fidexa connector?

A read-only connection, at https://mcp.fidexa.tech, that lets an AI assistant you choose read your Fidexa books and answer questions about them. It uses the Model Context Protocol (MCP), the standard Claude, ChatGPT and Muse use for connectors.

Can the assistant change my books?

No. The connector only reads. It cannot add, edit or delete anything, and it never sees your customers’ names or invoices, trip addresses, or your bank sign-in or account numbers.

Does it cost anything?

No. The connector works with every Fidexa account, free or Premium. The assistant’s own plan may limit custom connectors.

How do I disconnect?

Sign in at fidexa.tech and open Settings → Connected apps, then click Disconnect. The assistant loses access at once. You can also remove the connector inside the assistant.

Who sees what I share?

What the assistant reads is handled under that assistant’s own privacy terms. Fidexa’s side is described in the Privacy Policy, under “Connecting your own AI assistant”.