The MCP (Model Context Protocol) server connects the Okimia API to an AI agent: your assistant can then access your accounts, transactions, and invoices to answer your questions or prepare analyses.
⚠️ To add a custom connector on Claude, you must be the account administrator.
If you are on an Individual plan, please refer to the following article: How do I connect Okimia to an AI agent using the MCP server?
The connection relies on the OAuth protocol: you authorize the agent from Okimia, choosing the company involved and the data it can access. For example, for Claude Desktop:
Check that you are signed in to your Enterprise account:
Click Connectors:
Click Add > Custom > Web:
Give the connector a name and enter the URL https://mcp.okimia.com/mcp:
Sign in to the Okimia app to get your client ID and fill in
Advanced settings: https://app.okimia.com/api-tokens
In your Claude account, click Customize > Connectors and search for your Okimia connector (with the name you gave it when adding the custom connector):
Click
ConnectYou then arrive at the Okimia consent page. Select the company whose data the agent can access, as well as the permissions granted to the MCP server tools (the data it can access), then click Authorize. If you’re not yet signed in to Okimia, sign in: you will be redirected to this page automatically:
Go back to Claude to finalize the connection.
If everything went well, the following window appears:
N.B.: your AI agent only accesses the company data and permissions you selected during authorization.
Only connect trusted agents and tools.