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Documentation Index

Fetch the complete documentation index at: https://docs.subtotal.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Subtotal is available as a connector in Claude. Once connected, you can ask Claude questions about your purchase data — connections, purchases, items, retailers, products, and brands — directly in any conversation. Authentication is handled through OAuth, so there are no API keys to manage.

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For Team & Enterprise admins

Organization owners add Subtotal to make it available for all members. Each member authenticates with their own Subtotal account.
1

Open Connectors settings

In Claude, go to Organization Settings > Connectors and click Add.
2

Add Subtotal as a custom connector

Select Custom, then Web. Enter the following server URL:
https://mcp.subtotal.com/mcp
Click Add.
Subtotal is now available to all members of your organization. Each member will need to connect their own Subtotal account (see below).

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For individual users

Pro and Max users can add Subtotal directly without an organization admin.
1

Open Connectors settings

Go to Settings > Connectors and click Add custom connector.
2

Enter the server URL

Enter the following URL and click Add:
https://mcp.subtotal.com/mcp

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Connect your account

Whether added by an admin or by you directly, you need to connect your Subtotal account before using the connector.
1

Find Subtotal in your connectors

Go to Settings > Connectors and find Subtotal. Click Connect.
2

Sign in to Subtotal

An authorization window will open. Sign in with your Subtotal Dashboard credentials.
3

Select a team

If you belong to multiple teams, select which team’s data you want to connect.
4

Approve access

Review the permissions and click Approve. The window will close and your connector status will update to connected.
The data you can access is determined by your team’s settings in the Subtotal Dashboard. To change what data is available, update your team’s access scope in the dashboard.
Your connector is tied to the team you select during authorization. To switch teams, disconnect and reconnect — you’ll be prompted to choose a team again.

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Use in conversations

Once connected, enable Subtotal in any conversation by clicking the + button and toggling the Subtotal connector on. Then ask questions naturally — Claude will use the Subtotal tools automatically. See Tools for a full reference and Example Questions for common queries to try.

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Disconnect

To disconnect Subtotal, go to Settings > Connectors, find Subtotal, and click Disconnect. This revokes the OAuth token — no data will be accessible until you reconnect.