Balances
Claude connectorCommunityRun your small business finances from Claude
You run the business. Balances runs the finances. Get paid, track the work, know where you stand, and stay ready for tax time, without four different tools.
With this connector, Claude is your way in. Ask what came in this month, who still owes you, or what a payment was for. Send an invoice, log a bill, file a receipt, or match up your bank statement, all by saying what you want. Claude shows you each change before it goes in.
Sign in with your Balances account and you're connected.
- Tools
- 92
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Productivity1,324th of 4,685 by popularity · 861st of 1,857 by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1322 | 7,592 | — | 79places down | |
| 1323 | 7,592 | 11,482 #1371 | 192places down | |
| 1324 | BalancesThis page | 7,585 | 18,000 #861 | — |
| 1325 |  Elvance | 7,585 | 10,900 #1404 | 309places down |
| 1326 | 7,585 | — | 227places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 859 | 18,009 | 14,235 #214 | 35places up | |
| 860 | 18,007 | 16,387 #83 | 298places down | |
| 861 | BalancesThis page | 18,000 | 7,585 #1324 | — |
| 862 | 17,988 | 8,140 #1146 | 273places up | |
| 863 | 17,988 | 9,730 #766 | 62places up |
Tools
- apply_proposal
- ask_for_help
- attach_file
- audit_statement_history
- check_balance_reconciliation
- check_reconciliation_lock
- create_firm_task
- delete_vendor_rule
- diagnose_reconciliation_difference
- discard_proposal
- download_report
- explain_books_vs_register
- explain_feed_connection
- explain_import_coverage
- explain_opening_balance_equity
- explain_register_vs_bank
- explain_suggestion
- fetch_tool_result
Show all 92Show fewer
- finalize_upload
- find_capture_bank_matches
- find_ledger_duplicates
- force_sync_bank_account
- forecast_cash_flow
- generate_1099_nec_report
- generate_report
- get_account_balances
- get_balances
- get_categorization_progress
- get_entities
- get_financial_metrics
- get_inbound_email_address
- get_notification_settings
- get_payment_collection_status
- get_pending_suggestion_inventory
- get_schema
- get_transaction_detail_posting
- get_transaction_precedent
- get_wave_import_status
- get_workspace_info
- invite_user
- list_bank_accounts_overview
- list_bank_imports
- list_categorization_rules
- list_duplicate_bank_account_suspects
- list_firm_tasks
- list_invoice_milestones
- list_learned_patterns
- list_online_payments
- list_opening_credit_notes
- list_options
- list_pending_captures
- list_playbook
- list_recent_inbound_emails
- list_reconcile_candidates
- list_recurring
- list_service_items
- list_statement_reconciliations
- list_tax_rates
- list_trade_names
- list_vendor_rules
- list_workspaces
- lookup_knowledge
- manage_invoice_delivery
- post_firm_task_message
- preview_bank_account_merge
- preview_statement_reconciliation
- process_file
- promote_capture
- query_transaction_detail
- read_bank_register
- read_document
- resolve_firm_task
- review_financial_statements
- search_billable_expenses
- search_entities
- search_files
- search_postable_accounts
- send_estimate_preview_to_me
- send_invoice_copy_to_me
- send_to_customer
- set_vendor_rule
- stage_apply_proposal
- stage_bulk_exclude
- stage_categorize_proposal
- stage_exclude_import
- stage_prior_system_coding
- start_upload
- suggest_feature
- switch_workspace
- tell_playbook
- update_notification_settings
- update_workspace_branding
- Categories
- Made by
- Balances, Inc · Website
- Sign-in
- Required
- Connector URL
- https://app-api.balances.ai/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 30, 2026
- More info
- Sponsorship
- Promote this connector