> ## 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

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.

<Steps>
  <Step title="Open Connectors settings">
    In Claude, go to **Organization Settings > Connectors** and click **Add**.
  </Step>

  <Step title="Add Subtotal as a custom connector">
    Select **Custom**, then **Web**. Enter the following server URL:

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

    Click **Add**.
  </Step>
</Steps>

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.

<Steps>
  <Step title="Open Connectors settings">
    Go to **Settings > Connectors** and click **Add custom connector**.
  </Step>

  <Step title="Enter the server URL">
    Enter the following URL and click **Add**:

    ```
    https://mcp.subtotal.com/mcp
    ```
  </Step>
</Steps>

## Connect your account

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

<Steps>
  <Step title="Find Subtotal in your connectors">
    Go to **Settings > Connectors** and find Subtotal. Click **Connect**.
  </Step>

  <Step title="Sign in to Subtotal">
    An authorization window will open. Sign in with your Subtotal Dashboard credentials.
  </Step>

  <Step title="Select a team">
    If you belong to multiple teams, select which team's data you want to connect.
  </Step>

  <Step title="Approve access">
    Review the permissions and click **Approve**. The window will close and your connector status will update to connected.
  </Step>
</Steps>

<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>

<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.
</Note>

## 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/mcp-server/tools) for a full reference and [Example Questions](/docs/mcp-server/example-queries) 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.