MYOB is making it possible to query your MYOB financial data from within Claude and ChatGPT. This is made possible through a standard called MCP (Model Context Protocol), which allows AI tools like Claude and ChatGPT to securely connect to MYOB Business to retrieve your business data.
If you’ve been invited to the beta, you can connect MYOB Business to Claude or ChatGPT. Once connected, you can ask questions in Claude or ChatGPT about your business finances in plain English and get answers based on your live MYOB data.
The connection with MYOB is read-only, which means once you're connected, Claude or ChatGPT can retrieve information from MYOB Business, but it can’t make changes to your data.
The MYOB Connector is currently in beta
During the beta, the MYOB Connector is only available in Claude and ChatGPT. You must have received an email from MYOB inviting you to join the beta.
To connect MYOB, you need:
an active MYOB Business Pro subscription (Australia only)
your own Claude or ChatGPT subscription
your MYOB account username and password (the same ones you use to sign into MYOB Business)
Ask Claude or ChatGPT about your business finances
Once connected, ask questions about your MYOB Business finances within Claude or ChatGPT.
In the current phase of the beta, the MYOB Connector supports read-only financial queries across areas such as:
revenue and profit
expenses
receivables and overdue invoices
cash position
You can ask questions like:
How is my business profit for 2026?
Who are my biggest customers by revenue?
Do I have any overdue invoices?
What were my top expenses last month?
What is my cash position?
What you can't do
In the current phase of the beta, the MYOB Connector doesn’t support:
payroll questions
inventory or job tracking
year-end tax advice or lodgement
making changes to your MYOB data
showing MYOB help content inside the connector
Connect MYOB to Claude
Navigate to the Connectors directory in your Claude account.
Search for MYOB, then click it to connect.
If prompted, enter your MYOB username and password.
If you have more than one MYOB business, select the one you want to connect to Claude.
Click Continue.
Once you’re connected, you can ask questions in Claude about your MYOB data.
More about using connectors in Claude
Connect MYOB to ChatGPT
Navigate to the Plugins in your ChatGPT account.
Search for MYOB, then click it to connect.
If prompted, enter your MYOB username and password.
If you have more than one MYOB business, select the one you want to connect to ChatGPT.
Click Continue.
When you’re ready to ask about your MYOB data, make sure you select the MYOB plugin. Unlike Claude, ChatGPT doesn’t automatically connect to MYOB. If MYOB isn’t selected, ChatGPT defaults to a web search instead of using your MYOB data.
More about using plugins in ChatGPT
Connection timeouts
Sessions between Claude or ChatGPT and MYOB may expire. When this happens, you’ll need to sign in to MYOB again from inside Claude or ChatGPT to re-authenticate. You won’t need to set up or re-enable the MYOB connector again.
Disconnect MYOB from Claude or ChatGPT
If you no longer want to ask Claude or ChatGPT about your MYOB data, or you need to connect to a different MYOB business file, you can disconnect.
To disconnect from Claude:
Navigate to the Connectors directory in your Claude account.
Find and open MYOB.
Click Disconnect.
To disconnect from ChatGPT:
Navigate to the Plugins in your ChatGPT account.
Find an open MYOB.
Click the 3 dots in the top-right and choose Uninstall.
Tips for better answers
Ask a clear question in plain English. You’ll usually get a better answer if you include a time period or the part of the business you want to understand.
For example, these prompts are more specific:
What were my top expenses last month?
Who are my biggest customers by revenue?
Do I have any overdue invoices?
What is my cash position?
If you’re using ChatGPT, always check that the MYOB connector is selected before you ask a question. Otherwise, you might get a plausible-looking answer that isn’t based on your MYOB data.
Troubleshooting
My connection stopped working | Your session may have timed out after a period of inactivity. Sign in to MYOB again from inside Claude or ChatGPT. You don’t need to set up the connector again. Also check our status hub to see if there are any known MYOB outages. |
I can’t find MYOB in Claude or ChatGPT | Access is being rolled out gradually. If you can’t see MYOB in the connector directory, access may not be enabled for your account yet. |
ChatGPT isn’t using my MYOB data | Make sure the MYOB connector is selected in your ChatGPT session before you ask your question. If it isn’t selected, ChatGPT defaults to a web search. |
The answer doesn’t look right | First, check whether the MYOB connector was active when you asked the question. In ChatGPT especially, an answer may look relevant even when it came from the platform’s general knowledge rather than your MYOB data. |
I'm having an issue with ChatGPT or Claude - how do I check if it's a known problem? | Before troubleshooting further, check whether the issue is on the provider's end: ChatGPT issues: Visit OpenAI Status to see if there's an active incident or outage affecting ChatGPT. Claude issues: Visit Claude Status to see if there's an active incident or outage affecting Claude. Also check our status hub to see if there are any known MYOB outages. |