Claude Connector

Through Anchor's MCP server. You authorize the connection once, set the scopes, and Claude can then read and act on the data you allow.

visit our step by step guide here : https://help.sayanchor.com/en/articles/15002538-claude-connector

You can ask about client status, overdue invoices, and signed proposals, and have Claude draft follow-ups or summarize a client's billing history.

Only if you grant action scopes. By default you can keep the connection read-only, so Claude answers questions without making changes.

You can ask across your book at once. That's the kind of question a bookkeeper managing AR for dozens of clients would otherwise answer by pulling a report per file, and it's exactly the gap this connection is meant to close.

Claude can pull a plain-language summary of an engagement's billing history from live Anchor data, which covers the "show me the billing history for this engagement" ask a client or auditor sometimes makes. Given how audit-sensitive that kind of documentation can be, it's worth reviewing before you send anything external.

Yes. You can frame the question either way, firm-wide AR or one specific engagement, and Claude works from the same underlying Anchor data either way.

Link: https://www.sayanchor.com/integrations/anchor-mcp

No special syntax. You can ask in ordinary language, the way you'd ask a colleague, and Claude matches it to the right client or invoice in Anchor.