Connect an AI app to QuickTax

Signing in is the simpler way where the app offers it. You enter your QuickTax e-mail and a code, and there is no link to keep safe. Use the personal link for apps that do not offer sign-in.

Before you start:

• You need a QuickTax account. The AI app works with the companies linked to it. If your account has no company yet, or your company is on another e-mail, see Which companies the AI app sees.
• The AI app works with companies in the UAE. Companies in Saudi Arabia are shown as Not served yet.

This covers claude.ai, Claude Desktop and the Claude mobile app.

1. In Claude, open Customize → Connectors, press + Add and choose Add custom connector. On the Free plan you can add one custom connector. On a Team or Enterprise plan, the owner of your Claude organisation adds the connector first in Organization settings → Connectors; you then find QuickTax in Customize → Connectors and press Connect.
2. Enter the name QuickTax and the address https://mcp.quicktax.ac/mcp, and press Continue. Claude shows the sign-in it found; press Continue again. Keep the recommended settings, including Use Claude’s published identity (Recommended), and press Add. If the sign-in page does not open, press Connect next to QuickTax.
3. The QuickTax page Sign in to QuickTax opens. Enter the e-mail of your QuickTax account and press Send code. It can be a different e-mail from the one you use in Claude.
4. We send a 6-digit code to that e-mail. It works for 10 minutes. Enter it and press Continue. No e-mail? Check the spam folder, or press use another e-mail.
5. The page Allow claude.ai to access your QuickTax account? lists the companies Claude will see. Also allow changes is ticked: Claude can then upload documents, create invoices, and edit customers and bank accounts. Untick it if you want Claude to read only. Press Allow.
6. You are back in Claude. In a new chat, press + at the lower left of the message box, open Connectors, turn QuickTax on and ask: “Show my companies in QuickTax.”

The connector belongs to your Claude account, so after you connect it on claude.ai it also appears in Claude Desktop and the Claude mobile app.

Whether you can add your own MCP server depends on your ChatGPT plan. In a Business, Enterprise or Edu workspace, an admin may have to allow it first.

1. Open chatgpt.com/plugins, press + and choose Add custom MCP server.
2. Name: QuickTax. Under Connection, fill in Server URL and choose the authentication:
   • Sign in: https://mcp.quicktax.ac/mcp, authentication OAuth.
   • Personal link: your personal link, authentication No authentication.
3. Read the warning, press I understand and want to continue, then press Create as a plugin.
4. With OAuth, the QuickTax page Sign in to QuickTax opens. Enter your QuickTax e-mail, press Send code, then enter the 6-digit code from the e-mail and press Continue.
5. On Allow chatgpt.com to access your QuickTax account? check the companies, keep or untick Also allow changes, and press Allow.
6. Install the QuickTax plugin if ChatGPT asks you to. In a new chat type @, choose QuickTax and ask: “Show my companies in QuickTax.”

1. In a terminal run:

claude mcp add --transport http quicktax https://mcp.quicktax.ac/mcp

2. In a Claude Code session type /mcp, choose quicktax and follow the steps. Your browser opens the QuickTax sign-in.
3. Enter your QuickTax e-mail and the 6-digit code. The next page reads Allow an app on this computer to access your QuickTax account? with the note A program on this computer asks for access. Continue only if you started Claude Code yourself. Press Allow.
4. Back in Claude Code, ask: “Show my companies in QuickTax.”

With a personal link instead, add the server with your link as the address. The link is then saved in Claude Code’s settings file on your computer, so anyone with access to that file can use it:

claude mcp add --transport http quicktax https://mcp.quicktax.ac/mcp/<your key>

To disconnect, run claude mcp logout quicktax, then claude mcp remove quicktax.

Grok connects with the personal link.

1. Get your personal link.
2. Open grok.com/connectors, press New Connector and choose Custom.
3. Paste your personal link as the server address. QuickTax needs no other sign-in. Save the connector.
4. Start a new chat, turn the QuickTax connector on and ask: “Show my companies in QuickTax.”

On Grok Business and Enterprise an administrator adds custom connectors first.

Add a remote MCP server with your personal link as the address, transport Streamable HTTP (sometimes called “HTTP”), without authentication. The app reads the list of QuickTax tools by itself.

1. Sign in to the QuickTax app at app.quicktax.ac and open Home.
2. Find the block Connect your AI agent to QuickTax via MCP. It lists the companies the link gives access to.
3. Press Get my link.
4. Press Copy and paste the link into your AI app now. The link is shown only once. We keep only a fingerprint of it, so a lost link cannot be shown again; you replace it instead.
5. Keep the link private. Anyone who has it can read your QuickTax data and act for your companies.

You have one personal link at a time, and you can paste it into several AI apps.

• Replace link gives you a new link and turns the old one off at once. Do this if you think someone else has it, then paste the new link into each of your AI apps.
• Revoke turns the link off at once. Every AI app that uses it loses access.

Replacing or revoking the link does not disconnect apps you connected by signing in.

If you open the personal link in a browser, the page This link is for your AI app appears. It does not open anything; paste the link into your AI app instead.

Ask your AI app in plain words. It decides which QuickTax data to look up, and it works only with the companies linked to your QuickTax account.

What it can look up

• Company profile: legal name, trade licence, VAT and Corporate Tax registration, financial year end.
• Bookkeeping by month and your tax declarations with their deadlines and stages.
• What QuickTax still needs from you for a month: missing documents, reports and explanations.
• Documents you uploaded (invoices, receipts, other documents) and bank statements, with their processing status.
• Figures from your accountant’s books: profit and loss for a month or a period, totals per account, payments to and from one supplier or customer. Only a month in the closed stage is final; the app says when a month is still in progress.
• How a receipt or payment is accounted for, with the tax rule and its source. Your accountant makes the final call.
• Tax rules signed by QuickTax, and answers from public FTA documents and our guides to the QuickTax app. These are general guidance, with sources.
• Your sales invoices, customers, catalog items and the bank accounts printed on your invoices.
• Suppliers you buy from, taken from your uploaded bills.
• QuickTax’s invoices to you, with a link to each PDF. The app does not take payments.
• Links to the right page of the QuickTax app.

What it can do for you

These need Also allow changes when you connect by signing in. A personal link always allows them.

• Send us documents: invoices, receipts, bank statements and other documents, as a file or a download link, or give you your company’s upload page. They go through the same processing as an upload in the QuickTax app. See Send documents to QuickTax.
• Sales invoices: create a draft, change or delete a draft, issue it, cancel an issued invoice, mark it paid, and give you a link and a short message to send to your customer. The app shows you the draft first and issues it only after you say yes. QuickTax never sends an invoice to your customer; you send the link yourself.
• Customers and catalog items: add new ones and correct existing ones.
• Bank accounts on your invoices: add an account, confirm one QuickTax found in your statements, change its details, choose the default account. A change of where your customers pay waits for your confirmation by e-mail (see below).

What it cannot do

• Change or delete your bookkeeping, documents or statements. The only things it changes are uploads, your sales invoices, customers, catalog items and bank accounts.
• Delete anything except a draft invoice. An issued invoice is cancelled, and its number stays in the series.
• Issue a Tax Invoice while the company’s TRN or country is not confirmed in QuickTax.
• Upload your own sales invoices made in QuickTax as documents: they are already in your books.
• Work with companies in Saudi Arabia (shown as Not served yet). Your QuickTax manager handles them.
• Answer a request for an explanation from your accountant. Send explanations to your manager in the QuickTax chat.

Ask like this

• “What VAT deadlines do I have this quarter?”
• “What does QuickTax still need from me for October?”
• “Which September invoices are still being processed?”
• “Upload this receipt for September.”
• “How much did we pay this contractor in May?”
• “Show the profit and loss for the third quarter.”
• “Invoice Example Trading LLC AED 5,000 for October consulting.”
• “How much do I owe QuickTax?”

If you have several companies, name the company in your request.

Anything that changes where your customers pay waits for you: a new bank account, a new IBAN, account number, SWIFT or bank, confirming an account found in your statements, or a new default account.

1. Ask the app for the change. It tells you to check your e-mail.
2. We send an e-mail Confirm a bank account change from platform@quicktax.ac to the e-mail of your QuickTax account. The e-mail shows the company, the bank, the account and which app asked for it.
3. Press Review the request. A QuickTax page shows the change. Nothing changes until you press Confirm on that page. If you did not ask for it, press This was not me, then turn off the app’s access.
4. The link works for 15 minutes. If it expires, ask the app to start the change again.
5. Go back to your AI app. It checks the result and carries on.

The app never asks you for the link or a code, so do not paste them into the chat. A new account name, beneficiary name or currency changes at once, without an e-mail.

Up to 60 requests a minute, 30 uploads an hour and 200 a day, and 60 invoice and other changes an hour and 300 a day. The limits are per QuickTax account and count all your connections together.

In the QuickTax app, open Home and find the block Connect your AI agent to QuickTax via MCP.

• Apps you connected by signing in are listed under Connected AI apps, with when they were connected, when they were last used and what they can do. Press Disconnect next to an app, or Disconnect all. The app loses access to your QuickTax data at once. You can connect it again later.
• The personal link: press Revoke to turn it off, or Replace link to get a new one and turn the old one off. Both act at once.

Disconnecting an app does not touch your personal link, and revoking the link does not disconnect your apps. Removing QuickTax from the AI app’s own settings stops that app from using it; disconnect it in QuickTax as well so the access ends on our side.

A connection made by signing in stays active while you use it. If you do not use it for 30 days, or 90 days after you connected, the app asks you to sign in again.

Your AI app sees every company linked to your QuickTax account, the account you sign in to app.quicktax.ac with. QuickTax checks this on every request, so a company linked to your account later appears in the app without connecting again, and a company taken off your account disappears from the app at once.

Companies in Saudi Arabia are listed but marked Not served yet; the AI app does not work with them.

You can check the list before you connect: on Home in the QuickTax app, the block Connect your AI agent to QuickTax via MCP shows the companies your account gives access to. When you connect by signing in, the page Allow … to access your QuickTax account? shows the same list under Companies it will see.

Your account has no company yet

You can still connect by signing in. The page says No companies are linked to this account yet. and lets you allow access anyway. The personal link needs a company: until one is linked, the block on Home says No company is linked to your account yet, and Get my link is not available. Then do one of these:

• Your company is not with QuickTax yet: add it at app.quicktax.ac/add-a-company, signed in with the same e-mail. When QuickTax has set it up, it appears in the block on Home, and the AI app sees it without connecting again. If it does not appear, write to your manager in the QuickTax chat.
• Your company is on another QuickTax e-mail, for example it is on your work e-mail and you signed in with your personal one: see Your company is on another e-mail.

If you ask the AI app about your companies while none is linked, it tells you how to add one.

You have a second company

• The second company is new to QuickTax: add it at app.quicktax.ac/add-a-company while signed in with the same e-mail. When it is set up, check that it appears in the block on Home next to your first company. If it does not, write to your manager in the QuickTax chat.
• The second company is already with QuickTax under another e-mail: add your e-mail to that company with Users → Add user, as described in Your company is on another e-mail, or ask your manager to do it. Once it is linked, the AI app sees both companies without connecting again.

If you have several companies, name the company in your request to the AI app.

Colleagues

Each person connects with their own QuickTax account. Do not share your personal link or your sign-in code.

To give a colleague access to a company, open the company’s page, then Users → Add user, and enter their name and e-mail. If they already have a QuickTax account, the company is added to it. Otherwise they get access to the QuickTax app with that e-mail. They then connect their own AI app by signing in, or with their own personal link from Home. If QuickTax refuses the e-mail, ask your manager to add them.

There are two ways to bring the company to the e-mail you use. We recommend the first: adding your e-mail to the company gives your AI app full access. A confirmation by e-mail gives read-only access for 30 days.

Add your e-mail to the company

This works for both ways of connecting.

1. Sign in to the QuickTax app with the e-mail that holds the company.
2. Open the company’s page. In the block with Credentials and Users, open Users and press Add user.
3. Enter your name and the e-mail you want to use, and save.

The company is added to your existing QuickTax account; no second account is created. Your AI app sees it on the next request, with nothing to change in the app.

If QuickTax answers “This email has more than one QuickTax login”, write to your manager in the QuickTax chat and ask to link the company to your e-mail.

Confirm by e-mail while you sign in

This works when you connect by signing in and the e-mail you signed in with has no companies.

1. On the page Allow … to access your QuickTax account?, below No companies are linked to this account yet., there is a box for another e-mail. Enter the QuickTax e-mail that holds your companies and press Send.
2. We send an e-mail Confirm access to your QuickTax companies to that address. It names the account that asked, the AI app and the companies, and shows the domain of the account that asked on its own line, Requested from. The page now shows Waiting for confirmation. You can press Allow now; the companies join once the access is confirmed.
3. Open that mailbox and press Review the request. On the QuickTax page check the details and press Send me a code. We send a second e-mail with a 6-digit code. It works for 10 minutes, and you have 5 tries. Enter it and press Confirm access. QuickTax never asks you to confirm access for a QuickTax employee. If you do not know the account that asked, press This was not me; nobody gets the companies.
4. The link in the first e-mail works for 60 minutes. If it expires, connect the app again and enter the address again.
5. After the confirmation the AI app sees the companies of that e-mail on its next request.

Good to know:

• The access is read only. The app can read those companies, but it cannot upload documents, create or issue invoices, or change customers or bank accounts for them. For full access, add your e-mail to the company as described above.
• The access lasts 30 days from the confirmation and then ends by itself.
• The owner of the companies can turn it off at any time: Revoke access on the same QuickTax page, or on Home in the block Access through another account, with Revoke or Revoke all.
• The confirmation adds the companies to this one connection only. If you connect another app, or connect again later, confirm again.
• The personal link does not use this confirmation. It always shows the companies of the account that created it. To use it with those companies, add your e-mail to the company as described above, or get the link while signed in to the QuickTax app with that other e-mail.
• If you signed in with the wrong e-mail and it already has companies, press Use another e-mail next to Signed in as and sign in again with the right one.

The app reads your QuickTax data only when you ask it something, and only for your companies. Access is checked again on every request. What the app does with the answers is governed by the AI app’s own terms. How QuickTax handles the data is described in section 5 of our privacy policy. For a longer introduction, read our guide to QuickTax MCP.