Use Flocuity from Claude

Connect Flocuity to Claude and you can ask about your cash in a conversation: where the balance is headed, what’s coming in and going out this week, whether an $18,000 purchase on the 15th fits, or who to chase for payment. Claude answers with Flocuity’s own figures, the same ones your Dashboard shows.

To connect it

1. In Claude’s settings, under Connectors, add a connector with the address https://mcp.flocuity.com.
2. Claude opens Flocuity’s sign-in page. Sign in, or create an account, and enter your two-step code if you use one.
3. Choose which of your businesses Claude may see, then choose Allow.

Claude saves to Flocuity only when you ask it to. It never sees your bank sign-in, and it can never move money, change your settings or delete anything.

What it can do

• Read your cash position, the forecast (four weeks day by day, thirteen weeks or twelve months), the bills and invoices coming up, what needs your attention, and idle cash.
• Check whether a payment fits, and find the first day it would.
• Add a bill or invoice to the forecast when you ask, if you’re an owner or editor.
• On Standard, read Reports and payroll by payday. On Plus, also run what-ifs, compare scenarios and see customer payment patterns.

Payroll comes as a total for each payday, and only for someone who can see the Staffing Model.

Before you have a plan

Claude can build a forecast from a bank export without a Flocuity plan: give it the file and it reads the rows. For a file too big for that, Claude gives you a link to upload it from your browser, and Flocuity deletes it within two days unless you save it. Nothing is kept until you ask Claude to save the export to Flocuity. The first file saved into a business is free and starts your setup; the rest of Flocuity begins with a free trial.

Change what it sees, or disconnect

Open Settings › Assistants. Choose businesses lets you pick the ones Claude may see, including a business you set up after connecting. Disconnect cuts Claude off at once, and you can connect again from Claude whenever you like.