Jeeves

Jeeves is a global banking and spend management platform for businesses operating across Latin America, the United States, the United Kingdom, and Europe. This connector gives Claude read access to your company's accounts, cards, transactions, statements, bills, and reimbursements, so you can answer questions about spend without exporting data or opening the app.

Access is scoped to your Jeeves role. Claude sees exactly what you see in the Jeeves app and no more. Admins and bookkeepers get company-wide data; managers and employees see what their role permits.

You can use the Jeeves connector to:

• Understand company spend: "Show our transactions from last month larger than $5,000."
• Pull and analyze statements: "Fetch our latest credit statement — what's the balance and when is it due?"
• Review cards and limits: "List our active cards, sorted by spend limit, and show which cardholders have the highest limits."
• Track bills and reimbursements: "Which bill pay invoices are still in draft, and which reimbursements are pending approval?"
• Check policies and org structure: "Show me all our approval policies and list our departments and users."
• Get data out: "Export our last 30 days of transactions to CSV and email us the download link."

Because Jeeves operates across multiple countries and currencies, the transaction and statement data available here spans your international spend rather than a single market. That makes it useful for finance teams reconciling and reporting on a global card program from one place.

Connecting requires an active Jeeves account. Sign in through your browser when Claude prompts you; there are no API keys to manage.