Why connect to the Crowded MCP?
Manage your Crowded account (balances, accounts, collections, spending and more) conversationally within Claude! If you are already using Claude to power your daily tasks, adding Crowded as a connector is a no-brainer.
Here’s a few reasons why you should connect Crowded’s MCP to Claude
- Ask questions in plain language. Check balances, pull transaction history, or review pending payment requests.
- Combine Connectors. Connect all the platforms your nonprofit uses to Claude, and allow them to work off each other – like never before!
- Handle routine admin faster. Freeze a lost card, invite a new member, or send collection reminders directly from a conversation with your assistant.
- Stay on top of chapter finances. Have Claude summarize recent transactions or flag unusual activity so you don’t have to review everything line by line yourself.
Notes:
Claude Connectors are available for on Claude, Cowork, and Claude Desktop for users on free, Pro, Max, Team, and Enterprise plans. For those on the free plan, only one custom connector can be used at a time.
Step by Step Guide to Connecting Crowded to Claude
Enable the Crowded Connector
For those on Team or Enterprise plans, Custom Connectors must be added by an organization administrator. Once it is added, any member in the organization can access the Crowded connector in their Connectors.
- Open Claude
- Navigate to Settings/Customize and click Connectors. Open Claude to that page
- Click the plus (+) sign or + Add
- Select “Custom” or “Add custom connector”, and “Web”
- Name the connector – we recommend naming it “Crowded”
- In the field labeled Remote MCP server url input this url exactly https://mcp.crowdedfinance.com/mcp
- Ensure the switch Individual sign-in is enabled
- Click Add, and you’re done!
Connect to Crowded inside Claude
Once the connector is enabled, any organization member who is also an admin on Crowded can connect to the Crowded connector and start managing the organization finances conversationally.
- Open Claude
- Navigate to the Connectors tab and select “Crowded” – or however you named the connector
- Click “Connect” and your browser should open the Crowded login page.
- Log in to Crowded with your desired authentication details (SMS, WhatsApp or Passkey)
- Select the Crowded account you’d like to connect to Claude (If you are an admin on multiple accounts, select the account you want to use for that Claude session)
- You’re good to go!
Recommended questions to ask Claude
“What’s my account’s current balance?”
“Show me transactions from the last 30 days.”
“Freeze John Smith’s Expense card.”
How to Edit Claude’s Access to the Crowded Connector
- Open Claude and navigate to the Connector’s tab
- Click on “Crowded” – or however you named the connector
- Review the tool permissions list, and see if you would like to manually change where and when Claude can act without permission, asks for permission, or blocks access completely.
FAQs
What is the Crowded MCP connector?
It’s a connection that lets an AI platform — like Claude and ChatGPT — securely access parts of your Crowded account so it can answer questions and carry out routine tasks on your behalf, with your permission.
Which AI tools work with it?
Crowded’s connectors have been built for Claude and ChatGPT. We may add more in the future, write us to let us know which you are waiting for!
Is my account information secure?
You control which accounts, information and actions are accessible by Claude, and you approve any actions being taken on your behalf. Edit the permissions and access in under Connectors. The way the data is stored is in accordance with terms and conditions of Claude and your plan type.
What will the connector do without my approval?
The connector will not take any action in Crowded without your approval. Before Claude does any “write” actions – which is when actions are taken by Claude on your behalf in your Crowded account – it will ask for your permission and sign off.
Does the Crowded MCP connector cost anything?
Crowded does not charge for use of its connector! Claude paid plans are managed entirely by Claude and have no relation to Crowded.
Can I limit the connector to one Crowded account?
Yes. When you set up the connection, you choose which chapter(s) it applies to. It won’t have access to chapters you don’t explicitly grant. You can reconnect the connector at any point to a different account or chapter.
How do I disconnect or revoke access?
Go to Settings → Connected Apps →“Crowded” – or however you named the connector → Disconnect. This immediately ends the connector’s ability to view or act on your account.
What happens to past actions if I revoke access?
Revoking access stops future activity; it doesn’t undo actions already taken.