Tabs MCP server for Claude, ChatGPT and Cursor: what it does, access, how to connect

Tabs hosts one read-only MCP server (OAuth with your Tabs login) with 30 tools for customers, contracts, invoices, payments and revenue. Verified 21 Oct 2026.

Official remote MCP · read-only
Claude connector (directory) · read-only

Hosting: Remote HTTP only, hosted by Tabs (https://integrators.prod.api.tabsplatform.com/mcp, Streamable HTTP). No local or open-source server.
Auth: OAuth with your Tabs login; no API key. The sign-in page opens the first time a Tabs tool runs.
Read / write: Read-only: Tabs says all 30 tools are read-only and nothing can be changed through the server.
Works with: Claude.ai, Claude Desktop and mobile (directory connector), Claude Code, Cursor, ChatGPT web (developer mode) and other Streamable HTTP clients; mcp-remote bridges older clients.
Plan requirement: A Tabs account with access to at least one instance. Tabs publishes no separate MCP price. ChatGPT: Plus, Pro, Business, Enterprise or Edu, per Tabs.
Last changed: 2026-04-22: Tabs announced the MCP server; docs since moved to docs.tabs.com/mcp
Verification: Verified 21 Oct 2026 by theFinanceStack · confidence: high

What can an agent do with Tabs through MCP?

It can read customers, contracts, invoices, payments, credit memos, products, revenue schedules, journal entries, commitments, renewals, ARR and the cash forecast. It cannot change anything in Tabs.

Tool counts

Source	Tools
Tabs' docs	30 tools in ten areas, all reads
April launch post	25 data tools
Claude's directory listing	Currently 27

Good to know

Revenue rows carry recognized, deferred and unbilled totals per customer per month.
For ARR, Tabs suggests its ARR report tool over deriving the figure from revenue.
No tool creates, sends, voids or collects anything, and none moves money.
Tabs says the server runs on the same service layer as its REST API and that the docs are subject to change.

Can

List and read customers and customer contacts
Read contracts, billing terms, usage and how each performance obligation is recognized
List open and overdue invoices, payments and credit memos (including memos by invoice)
Read revenue by customer and month, plus revenue journal entries
Pull the ARR report and the cash forecast
List upcoming renewals and usage commitments
List the Tabs instances your login can reach

Cannot

Create, edit, send or void invoices, contracts or any other record (per Tabs, all tools are read-only)
Collect payments or move money
See more than the signed-in user can see in Tabs (per Tabs)

What access does it get?

The same data the signed-in Tabs user can see, read-only. Tabs says access follows your existing login and role, and it publishes no MCP-specific scopes.

Where	Scopes and permissions (as documented)	Admin requirement
Tabs MCP server and Claude connector (remote, OAuth)	MCP scope names are not documented by Tabs. The server's OAuth metadata advertises only identity scopes (openid, profile, email, offline_access); data access follows the user's Tabs role, across every instance that login can reach. There is no toggle to narrow tools; the least-privilege lever is to sign in with a Tabs login whose role covers only what you need.	Tabs doesn't document which Tabs roles can connect. Claude Team/Enterprise: if Tabs isn't available to members, a Claude Owner adds it (Tabs says an admin can add a custom connector with the server URL). ChatGPT Business/Enterprise/Edu: a workspace admin must allow custom apps first, per Tabs.

How do I connect it?

In Claude, add Tabs from the connector directory and sign in with your Tabs account. Other clients take the server URL https://integrators.prod.api.tabsplatform.com/mcp and open the Tabs sign-in on first use.

From the Tabs app: go to Settings → Integrations, click Connect on the Claude tile, then Connect with Claude. Or go straight to claude.ai/directory/connectors/tabs (the link Tabs documents); the public listing at claude.com/connectors/tabs has an Add to Claude button.
Click Connect on the Tabs listing and sign in with your Tabs account.
If Tabs isn't listed for your organization (Team/Enterprise), a Claude Owner adds it under Settings → Connectors → Add custom connector with https://integrators.prod.api.tabsplatform.com/mcp (menu path per Tabs).
Check it with a prompt such as "Which Tabs instances do I have access to?"

Tabs says connectors added on claude.ai are also available in Claude Desktop and mobile. Anthropic marks the listing as verified.

What should a finance team watch for?

The server cannot change data. It can read everything your Tabs login can see, across every instance you can reach, and Tabs publishes no rate limits or data-handling terms for it.

Instance selection: if your login reaches several Tabs instances, name the one you want in every prompt ("For Acme, …"); Tabs lists data from the wrong company as a known pitfall.
Tabs publishes no rate limits. Its troubleshooting section only says to wait a minute and retry after a rate-limit message. Tabs' launch post says the server uses the same filters and pagination as the Tabs REST API; the MCP docs don't state a page size, so check that totals cover every page before relying on them.
Read-only access still carries a risk. Invoice, contract and contact text is untrusted input. If a write-capable connector (email, ledger, payments) is on in the same chat, an injected instruction in a Tabs record could push the agent to act there, so keep approval on for those tools.
Tool counts differ between Tabs' docs (30) and Claude's listing (27); Tabs says to disconnect and reconnect to pick up new tools. The Claude listing's documentation link still points to Tabs' retired help-centre guide (it returns 404), so use docs.tabs.com/mcp.
Tabs' MCP docs don't address training or retention; Tabs' website links its trust centre (trust.tabs.com) and the Claude listing links Tabs' privacy policy. Check those and your AI provider's policies before connecting.
AI totals for ARR, deferred revenue or AR aging are drafts until they tie to the reports in the Tabs app.

How could finance teams and accounting firms use it?

Every tool is read-only, so it suits questions, reconciliation checks and draft reporting. Anything that changes Tabs or the ledger stays in the Tabs app.

Inside a company

Age open invoices by customer into 30, 60 and 90-day buckets and spot old balances ahead of a collections review.
Draft a deferred revenue roll-forward for the month and compare it with the close workpapers.
Trend ARR for the past year next to upcoming renewals that have no renewal booked.
Summarise next quarter's cash forecast for a board pack, edited by a person.

At an accounting firm

Prepare a client revenue close review from recognized, deferred and unbilled totals, then tie it to Tabs reports.
Summarise how Tabs is recognizing a client contract, obligation by obligation, as input to an ASC 606 memo the engagement team drafts and concludes on.
List credit memos by invoice to check adjustments before a reconciliation.
Review a client's upcoming renewals and usage commitments for an advisory meeting; the firm user needs their own Tabs login with access to that client's instance, since access follows the Tabs login and role.

The server can't change Tabs. Still, keep a person approving anything that changes your ledger or system of record, and treat AI figures as drafts until they tie out.

Want Tabs connected to Claude for your team?

We configure scoped connections and a review step before anything changes your books. Fixed fee.

Book a 30-minute setup call

Change log

Date	Change	Source
2026-10-21	Re-check: the help-centre setup guide returns 404; current docs at docs.tabs.com/mcp list 30 read-only tools, ChatGPT developer-mode steps and a Claude directory listing	docs.tabs.com/mcp
2026-04-22	Tabs announced its MCP server: read-only, WorkOS OAuth, 25 data tools across 12 domains, for Claude, Cursor and Claude Code	www.tabs.com/blog/introducing-tabs-mcp

FAQ

Is this official?

Yes. Tabs hosts the server and documents it at docs.tabs.com/mcp, and Tabs Platform, Inc. publishes the Claude directory listing. There is no open-source version.

Is it free?

Tabs publishes no separate MCP price. You need a Tabs account with access to at least one instance, plus an AI client plan that supports connectors.

Does it change data in Tabs?

No. Tabs says all tools are read-only. There are no tools to create, edit, send or void records or to move money.

Is my data used to train models?

Tabs' MCP docs don't say. Check Tabs' terms and trust centre and your AI provider's training and retention policies before connecting.

Can my accountant use it on my behalf?

Tabs doesn't document this. The connection uses the Tabs login of whoever signs in, so an accountant would need their own Tabs access to your instance.

Something wrong or out of date? Tell us and we'll email you when it's fixed.

Sources

Verified by theFinanceStack, 21 Oct 2026. Vendor list on the CFO Software Market Map courtesy of Jason Staats; AI connectivity data by theFinanceStack. Not tax, compliance or financial advice.