Overview
Subtotal is available as a connector 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:Click Add.
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:
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.
The data you can access is determined by your team’s settings in the Subtotal Dashboard. To change what data is available, update your team’s access scope in the dashboard.
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.