Tabs MCP

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Tabs MCP connects AI assistants like Claude and ChatGPT to your Tabs data, so you can ask questions about customers, contracts, invoices, payments, and revenue in plain language. It’s read-only, authenticates with your Tabs login over OAuth, and only returns data from instances your account can access.

Tabs MCP is subject to change. Send questions and feedback to support@tabsplatform.com or your shared Slack channel.

What you can do

  • Analyze revenue — recognized, deferred, and unbilled revenue by customer and month; revenue by product category; ARR over time.
  • Work receivables — open and overdue invoices, payments, credit memos, and outstanding balances by customer.
  • Inspect contracts — billing terms, billing term groups, usage, and how each performance obligation is recognized.
  • Plan ahead — cash forecast, upcoming renewals, and usage commitments.

Getting started

You need a Tabs account with access to at least one instance, and an MCP-compatible client.

Server URL: https://integrators.prod.api.tabsplatform.com/mcp

The fastest path is from the Tabs app:

  1. Go to Settings → Integrations and click Connect on the Claude tile.
  2. Click Connect with Claude. This opens the Tabs listing in Claude’s connector directory.
  3. Click Connect on the listing and sign in with your Tabs account.

You can also go straight to claude.ai/directory/connectors/tabs. Connectors added on claude.ai are available in Claude Desktop and mobile.

If Tabs isn’t listed for your organization, a Claude admin can add it under Settings → Connectors → Add custom connector with the server URL above.

The first time a Tabs tool runs, your client opens the Tabs sign-in page. No API key is required.

Verify the connection

Try a prompt:

  • “Which Tabs instances do I have access to?”
  • “Which invoices are overdue and what’s the total outstanding?”

Multiple instances

If your account can access more than one Tabs instance, name the one you want in your prompt (“for Acme, show…”). Single-instance accounts are selected automatically.

Using Tabs MCP

Prompts work best when they name a time range and the view you want. These workflows are what finance teams run most often, and each maps to a small set of tools:

WorkflowExample promptTools
AR aging”Build an AR aging for Acme with 30/60/90+ buckets and flag stale balances”invoices_list, customers_list
Recognized revenue trend”Recognized revenue by month for 2026, split actuals from scheduled”revenue_list
Revenue by product”Break down Q2 revenue by category and flag anything uncategorized”revenue_list (with categories)
ARR and renewal exposure”Chart ARR over the last 12 months and show what’s rolling off without a renewal”reports_arr_get, renewals_list
Top customers”Top 20 customers by revenue this year, recurring vs one-time”revenue_list, reports_arr_get
Deferred roll-forward”Deferred revenue roll-forward for August: beginning + billings − recognized = ending”revenue_list, invoices_list
Revenue close pack”Run a revenue close review for September”all of the above
Contract drill-down”How is Acme’s contract being recognized, and what’s left on each obligation?”contracts_get, contracts_performance_obligations_get
Cash forecast”What does our cash forecast look like for the next quarter?”reports_cash_forecasting_get

For portfolio revenue questions, revenue_list alone is enough: each row carries recognized, deferred, and unbilled totals for one customer in one month. Use reports_arr_get for ARR rather than deriving it from revenue.

Available tools

All tools are read-only. Disconnect and reconnect your client to pick up new tools as they ship.

AreaTools
Setuplist_merchants, merchants_info_get
Customerscustomers_list, customers_get, customers_contacts_list
Contractscontracts_list, contracts_get, contracts_usage_get, contracts_billing_term_groups_get, contracts_performance_obligations_get, billing_terms_list, obligations_list
Invoicesinvoices_list, invoices_get
Paymentspayments_list, payments_get
Credit memoscredit_memos_list, credit_memos_get, credit_memos_by_invoice
Items & productsitems_list, items_get, products_list, products_get
Revenuerevenue_list, journal_entries_list
Commitmentscommitments_list, commitments_get
Renewals & reportsrenewals_list, reports_arr_get, reports_cash_forecasting_get

Permissions

Your AI assistant sees exactly what you see in Tabs, nothing more. Access follows your existing Tabs login and role.

Troubleshooting

Your assistant can’t reach Tabs or asks you to sign in again

Disconnect and reconnect Tabs, then sign in with the same account you use for the Tabs app.

  • Claude: Settings → Connectors
  • ChatGPT: Settings → Apps

You see a rate limit message

Wait a minute and try again.

You got data from the wrong company

If you have access to more than one Tabs instance, name the one you want in your prompt, e.g. “For Acme, show overdue invoices.”

Still stuck? Email support@tabsplatform.com or message us in your shared Slack channel.