This guide walks you through adding the Cash Flow Frog AI Connector to Claude. Once connected, Claude can access your Cash Flow Frog data and help you manage forecasts, projections, and scenarios directly from the chat.
Step 1: Open Customize
Click the Customize button in the Claude desktop app to open the settings panel.
Step 2: Go to Connectors
Select Connectors from the menu, click on the + and then Add custom connector
Step 3: Enter the Connector Details
Give the connector a name, for example CFF, and enter the following URL:
Then click Add.
Step 4: Connect your Cash Flow Frog account
Click the Connect button. This will open Cash Flow Frog in your browser and may require you to log in.
Step 5: Grant Access
Review the permissions in the consent screen and click ALLOW ACCESS to complete the process.
All Set!
