Use Wisdom Accounts in Claude and ChatGPT

Connect your books once, then ask about them in plain words, or add a bill, a payment or an expense by typing it.

What you can do

Ask about your books:

  • Who owes me money right now, and how much?
  • What were my sales this month, party by party?
  • Show the ledger of Ramesh Traders from 1 April.
  • How much is in cash and in the bank today?
  • What is my profit so far this year, and my biggest expenses?
  • Which sale bills from October are still unpaid?

Add entries:

  • Add a sale bill to Ramesh Traders: 10 pcs cotton saree at 450, GST 5%.
  • Received 25,000 from Mehta Sarees in HDFC bank today.
  • Paid 1,200 cash for electricity.

Before anything is saved you are shown the entry (party, items, GST and total) and asked. It is saved only when you say yes, and it then appears in Wisdom on your phone, PC and the web like any other entry.

Connect in Claude

  1. Open Add Wisdom Accounts to Claude. Or, in Claude, go to Customize → Connectors→ Add custom connector, name it Wisdom Accounts and paste this address: https://accounts.marothiatechs.com/mcp
  2. Choose Add, then Connect.
  3. Sign in with the mobile number of your Wisdom account, using an OTP or your password.
  4. Tick the companies Claude may use, choose whether it may add entries, and choose Allow.

Connect in ChatGPT

  1. On chatgpt.com open Plugins, choose + and thenAdd custom MCP server.
  2. Paste this address: https://accounts.marothiatechs.com/mcp and create it.
  3. Sign in with the mobile number of your Wisdom account, tick the companies ChatGPT may use, and choose Allow.

What the app can see and do

  • Only the companies you tick. A company you leave out cannot be read or changed.
  • Reading: your parties, sale and purchase bills, payments, ledger balances and statements, outstanding, and profit and loss, when you ask for them.
  • Adding entries, if you allow it: sale and purchase bills, payments made and received, expenses and journal entries. Each one is shown to you first. Leave “Add entries” unticked while connecting and the app can only read.
  • Never your sign-in. Your mobile number, OTP and password are typed on Wisdom's own page. The app does not receive them.
  • It cannot delete entries, change your settings or move money.

Disconnect

Remove Wisdom Accounts from the app's connector settings (in Claude:Customize → Connectors; in ChatGPT:Plugins). The app can no longer use your books from that moment. To connect again, or to change which companies it may use, add it again.

If you think someone else connected an app to your account, contact us and we will stop every connected app on your account at once.

Your data

When you ask a question, the app receives the figures it asked your books for, to answer you. What you type in Claude or ChatGPT, and what those apps do with the answers, is covered by their own privacy policies. What Wisdom keeps is covered by the Wisdom Accounts privacy policyand the terms.

Help

Call +91 75728 57390, message us onWhatsApp, emailsupport@marothiatechs.com, or raise asupport request.