Business Agent
Claude connectorCommunityRun your small to medium-sized business from Claude: projects and tasks, invoices, customers, products, and annual financial statements in…
Business Agent connects Claude to your Appimate Business Agent workspace, so you can review and manage your small business in conversation.
What you can do:
- Business overview: get a snapshot of your business, and see your organizations and your own permissions.
- Projects and tasks: create and update projects, add or remove project members, and create, update, move, and delete tasks.
- Sales records: look up invoices, customers, and products.
- Annual financial statements: read and edit statement lines, the trial balance, general ledger entries, and notes, and update a document's status.
- Financial statements and workspace records: view financial statements, assets, automations, and letterheads.
Claude acts as the signed-in user and respects that user's role and permissions in each organization. Write actions are limited to projects, tasks, and annual financial statement documents; invoices, customers, and products are read-only.
Built by Appimate (Pty) Ltd for small to medium-sized businesses and entrepreneurs. An Appimate Business Agent account is required.
Business Agent is #5,422 of 11,065 Claude connectors by popularity.
- Tools
- 42
exposed by this connector
Movement
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How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Productivity2,906th of 6,074 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 2904 | 4,907 | — | 433places down | |
| 2905 | 4,907 | — | 382places down | |
| 2906 | Business AgentThis page | 4,907 | — | — |
| 2907 | 4,907 | — | 935places up | |
| 2908 |  Commentify | 4,907 | — | 231places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 35,395,085 | 13,134 #333 | 4places up | |
| 2 | 7,294,137 | 15,031 #179 | 9places up | |
| 3 |  Hevy | 4,611,167 | 11,443 #548 | 2places down |
| 4 |  Todoist Automations | 2,433,804 | 12,092 #454 | 3places up |
| 5 |  Jetpost | 1,867,079 | 10,063 #811 | 52places up |
Tools
- add_afs_ledger_entry
- add_project_member
- create_project
- create_task
- delete_task
- get_afs_general_ledger
- get_afs_notes
- get_afs_statement
- get_afs_trial_balance
- get_business_snapshot
- get_current_user
- get_financial_statements
- get_invoice
- get_my_permissions
- get_product
- get_project
- get_task
- list_afs_documents
Show all 42Show fewer
- list_assets
- list_automations
- list_customers
- list_financial_statements
- list_invoices
- list_letterheads
- list_organizations
- list_products
- list_projects
- list_tasks
- move_task
- remove_afs_ledger_entries
- remove_afs_note
- remove_afs_statement_line
- remove_project_member
- set_afs_note
- set_afs_statement_line
- set_afs_status
- set_afs_trial_balance_account
- trash_project
- update_afs_ledger_entry
- update_afs_project_info
- update_project
- update_task
- Made by
- Appimate (Pty)Ltd. · Website
- Sign-in
- Required
- Connector URL
- https://business-mcp.appimate.com/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- November 10, 2026
- More info
- Sponsorship
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