> ## Documentation Index
> Fetch the complete documentation index at: https://docs.subtotal.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Subtotal to Claude

> Connect Subtotal as a Claude connector so you can query your purchase data directly in conversations.

## Overview

The [Subtotal Connector](/docs/connector/introduction.md) is available in Claude. Once connected, you can ask Claude questions about your purchase data — connections, purchases, items, retailers, products, and brands — directly in any conversation. Authentication is handled through OAuth, so there are no API keys to manage.

## For Team & Enterprise admins

Organization owners add Subtotal to make it available for all members. Each member authenticates with their own Subtotal account.

**1. Open Connectors settings**

In Claude, go to **Organization Settings > Connectors** and click **Add**.

**2. Add Subtotal as a custom connector**

Select **Custom**, then **Web**. Enter the following server URL:

```
https://mcp.subtotal.com/mcp
```

Click **Add**.

Subtotal is now available to all members of your organization. Each member will need to connect their own Subtotal account (see below).

## For individual users

Pro and Max users can add Subtotal directly without an organization admin.

**1. Open Connectors settings**

Go to **Settings > Connectors** and click **Add custom connector**.

**2. Enter the server URL**

Enter the following URL and click **Add**:

```
https://mcp.subtotal.com/mcp
```

## Connect your account

Whether added by an admin or by you directly, you need to connect your Subtotal account before using the connector.

**1. Find Subtotal in your connectors**

Go to **Settings > Connectors** and find Subtotal. Click **Connect**.

**2. Sign in to Subtotal**

An authorization window will open. Sign in with your Subtotal Dashboard credentials.

**3. Select a team**

If you belong to multiple teams, select which team's data you want to connect.

**4. Approve access**

Review the permissions and click **Approve**. The window will close and your connector status will update to connected.

> [!NOTE]
>
> The data you can access is determined by your team's settings in the [Subtotal Dashboard](https://dashboard.subtotal.com). To change what data is available, update your team's access scope in the dashboard.

> [!NOTE]
>
> Your connector is tied to the team you select during authorization. To switch teams, disconnect and reconnect — you'll be prompted to choose a team again.

## Use in conversations

Once connected, enable Subtotal in any conversation by clicking the **+** button and toggling the Subtotal connector on. Then ask questions naturally — Claude will use the Subtotal tools automatically.

See [Tools](/docs/connector/tools.md) for a full reference and [Example Questions](/docs/connector/example-queries.md) for common queries to try.

## Disconnect

To disconnect Subtotal, go to **Settings > Connectors**, find Subtotal, and click **Disconnect**. This revokes the OAuth token — no data will be accessible until you reconnect.


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