Wiplist's Claude connector lets you ask Claude questions about your Wiplist data in plain English: outstanding invoices, project progress, time logged, what is in the estimate pipeline, which bills are due. Claude reads your data through the connector and answers with figures and links back to the records.
The connector is read-only. Claude cannot create, change, send or delete anything in Wiplist.
What you need
A Wiplist account that can sign in to the web app.
The View reports permission in Wiplist. Claude reads through Wiplist's reporting, so you see exactly what you could see on the Reports page: the modules your role can view, the projects and records you have access to, and money figures only if you hold the Financial permission.
A paid Claude plan. Connectors are a Claude feature.
Add the connector
In Claude, open Settings, then Connectors.
Choose Add custom connector and enter: https://app.wiplist.io/agent/mcp If Wiplist is listed in the Claude directory for your plan, you can add it from there instead.
Click Connect. Claude sends you to Wiplist to sign in.
On the Wiplist consent screen, choose the workspace Claude may read and approve. One connection reads one workspace; to use another workspace, add the connector again and pick it at this step.
Back in Claude, start a new conversation and ask a question. The first time Claude uses each Wiplist tool it asks for your approval. Choose Always allow to stop the prompts for that tool.
What you can ask
"Which invoices are overdue, and what do they add up to?"
"How much have we invoiced Apache Digital this year, by month?"
"Which projects have earned value we have not invoiced yet?"
"How much time did Dana log last week, and on which projects?"
"What is in the estimate pipeline, and what has been accepted?"
"Show me purchase orders for the Website Launch project."
Claude looks up the report vocabulary first, then runs the same summaries and record lists the Reports page uses, so its numbers match your reports.
How Claude counts
Unless you say otherwise, totals count only the records Wiplist treats as real: Open and Paid invoices and bills, Accepted estimates, Committed time, billed or on-order purchases, authorised or billed expenses. Drafts, voided, cancelled and declined records are left out, and Claude says what it excluded. Ask for a status by name, for example "including drafts" or "only pending estimates", and Claude includes it.
Your permissions still apply
Every request runs as you. Claude never sees a record you could not open yourself, and money columns are left out of project and time answers unless you hold the Financial permission. If you ask about a module you cannot view, Claude tells you it does not have permission rather than guessing.
Remove the connector
In Claude, open Settings, Connectors, and remove Wiplist. Claude's access ends immediately. Adding it again starts a fresh sign-in.
Data and privacy
The connector reads Wiplist data on your behalf and returns it to Claude for the conversation you are in. Wiplist does not store your conversations and does not send your questions anywhere. What Claude keeps is governed by Anthropic's terms and your Claude plan. Wiplist's own handling of your data is described in the Wiplist privacy policy.
Questions
Contact Wiplist support from the Help menu in the app or at support@wiplist.io.