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Secure AI access

Connect MayaBooks to your AI assistant

Use one URL with any compatible remote-MCP client. Sign in to MayaBooks, choose a company, approve access, then ask normal accounting questions.

MayaBooks MCP Server

  1. Add this URL to your compatible MCP client.
  2. Sign in to MayaBooks when prompted.
  3. Choose your company and approve the requested access.
  4. Ask MayaBooks questions normally.

Ask naturally

“Show my latest invoices.”

Create exports

“Export this month’s Day Book to Excel.”

Review balances

“Show outstanding customers.”

Client-specific help

ChatGPT

In ChatGPT, enable Developer mode if your account or workspace policy allows it, add a new plugin/app connection, and enter the MayaBooks MCP URL above. Complete the MayaBooks sign-in and consent window. Once the app is installed and allowed by your workspace, it can be used in supported web, desktop and mobile ChatGPT surfaces.

Codex

Add a remote MCP server and use the URL above. A compatible Codex client opens the MayaBooks sign-in and consent flow automatically; no client secret or token copy/paste is required.

Cursor

Add MayaBooks as a remote HTTP MCP server using the URL above. Use a current version that supports remote MCP OAuth discovery and follow the browser sign-in prompt.

Claude-compatible MCP client

Add a remote HTTP MCP server using the URL above in a Claude client that supports remote MCP OAuth. A web chat or restricted sandbox that blocks arbitrary network requests is not the same as an MCP-capable client.

Generic MCP client

Choose Streamable HTTP, paste the URL above, and let the client perform automatic OAuth discovery and PKCE sign-in. Clients without remote OAuth support may not be compatible with one-URL setup.

Security and permissions

  • Your MayaBooks password is entered only on the MayaBooks sign-in page, never shared with the AI client.
  • OAuth access is tied to one company and rechecks your current MayaBooks role.
  • Normal connections start with least-privilege read, report, export and approved draft access.
  • Your AI can only do what your MayaBooks user is already permitted to do. Company permissions remain enforced.
  • When optional accounting access is approved, a clear instruction can post a deterministic standard entry once. Ambiguous or higher-risk entries require a preview or clarification.
  • Unrestricted ledger access and the separate Maya123 Store automation path are never added to an ordinary customer connection.
  • Access can be revoked, and refresh tokens rotate to reject replay.

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