What it is
Vezna keeps your company’s books: it reads your bank feeds and invoices, matches payments to their documents, asks you when something is missing, and prepares the month for your accountant. The Vezna connector lets an AI assistant you already use — ChatGPT or Claude — work with those books for you.
You sign in with your Vezna account and choose a company. Your assistant can then use Vezna’s tools for that company, and only those tools. The tools return figures calculated by Vezna from the books, and Vezna asks the assistant to quote only those.
Connector URL (an MCP server, for setup by URL):
https://app.vezna.ai/mcpBefore you start
- A Vezna account as an owner or team member of the company. Accountants can’t connect an assistant to a client’s books. Not sure? Ask your company’s owner or contact support.
- ChatGPT with plugins, or Claude. Connectors work in claude.ai, the Claude desktop and mobile apps, and Claude Code.
- Optional: your company’s Gmail mailbox connected to Vezna. It’s what lets your assistant search the company mailbox and file invoices straight from an email. It’s set up with Vezna, separately from your assistant.
Connect ChatGPT
- In ChatGPT, open Plugins — in the sidebar, or under Settings → Plugins.
- Search for Vezna and open it.
- Choose Install plugin or Connect. ChatGPT sends you to app.vezna.ai.
- Sign in to Vezna with your email and password, or with Continue with Google.
- Choose the company whose books ChatGPT should work with.
- Check what ChatGPT will be able to do, then choose Allow. You return to ChatGPT.
Now ask in any chat — or type @ and pick Vezna to use it explicitly. Plugin availability depends on your ChatGPT plan, region and workspace; in a Business or Enterprise workspace, an admin may need to enable Vezna first.
Connect Claude
From the Connectors Directory
- Go to Customize → Connectors in claude.ai or the Claude desktop app.
- Choose Discover, search for Vezna and open it.
- Choose Connect to Claude. On a Team or Enterprise plan, an Owner adds Vezna for the organisation first.
- Sign in to Vezna, choose the company, check what Claude will be able to do, and choose Allow.
- Back in Claude, Vezna appears under Your connectors as Connected. In a chat, make sure it’s switched on under + → Connectors.
By URL, as a custom connector
- Go to Customize → Connectors and choose Add custom connector. On Team and Enterprise plans an Owner does this under Organization settings → Connectors → Add → Custom.
- Enter the URL
https://app.vezna.ai/mcp. Leave the OAuth client ID and secret empty; if Claude asks how to identify itself, choose Register automatically. - Choose Add, then Connect. Sign in to Vezna, choose the company and choose Allow.
Claude Code
Connectors you add in claude.ai are available in Claude Code when you sign in with your Claude account. To add Vezna directly instead, run:
claude mcp add --transport http vezna https://app.vezna.ai/mcpThen run /mcp inside Claude Code and sign in to Vezna.
What your assistant can do
Vezna’s tools, by area. Read only tools change nothing; the two tools marked Adds to your books record something in Vezna for you.
Your books
| Tool | What it does |
|---|---|
cash_position Read only | Current cash across all bank accounts, per account and in EUR, with the 30-day change. |
pl_summary Read only | Monthly P&L for a year — revenue, operating costs, tax and dividends — on a cash basis, in EUR. |
category_breakdown Read only | Spending and income by category over a range of months. |
search_transactions Read only | Finds bank transactions by text, category, month or size, or totals them per counterparty, category or month. |
revenue_streams Read only | A year’s revenue by client or stream, with each one’s share. |
vat_position Read only | The estimated VAT position for a month — output VAT, input credit and reverse charge — with the filing deadline. An estimate: your accountant files the return. |
company_profile Read only | The company profile from onboarding: ownership, tax set-up, payroll rhythm, recurring commitments and policies. |
The general ledger
| Tool | What it does |
|---|---|
ledger_status Read only | How many journal entries are proposed and how many your accountant has posted, and which months are closed — so you know whether ledger figures are final. |
trial_balance Read only | The trial balance (оборотна ведомост) for a range of months. |
profit_and_loss_accrual Read only | P&L on an accrual basis from the ledger, by account. |
open_items Read only | Who owes whom: balances with suppliers, customers, employees awaiting reimbursement, or owners. |
vat_return_draft Read only | A draft VAT return (справка-декларация) computed from the ledger, for your accountant to review and file. |
journal_search Read only | Finds journal entries by counterparty, memo or document number, with the reasoning behind each entry. |
Open items and documents
| Tool | What it does |
|---|---|
list_open_items Read only | What Vezna is waiting on your company for this month: payments without an invoice, invoices to issue, invoices with no payment found, unexplained bank lines and reimbursements — each with an id and, for a missing supplier invoice, a suggested email search. |
search_email Read only | Searches the company mailbox connected to Vezna, Sent included, with Gmail search syntax. Returns date, sender, recipients, subject and attachment names — never message bodies. |
submit_document Adds to your books | Files an invoice or receipt: Vezna reads it, files it under the right month and matches it to its payment. It takes a PDF or JPEG, or the id of an email in the connected mailbox whose attachment Vezna fetches itself. Duplicates are detected, and the open item closes when the document matches. |
answer_question Adds to your books | Answers one of Vezna’s open questions for your company — for example what a payment was for, or how an invoice was paid. The answer is recorded as yours in the item’s conversation. When Vezna is confident, it acts on it — booking the payment, or finding the one you described; otherwise your accountant picks it up. |
What it can’t do
- Pay or move money. Vezna never initiates payments.
- File returns. VAT returns and other declarations are filed by your accountant; Vezna shows estimates and drafts.
- Approve the books. It can’t approve, post or edit journal entries, or close a month — that’s your accountant’s job in Vezna. A document your assistant submits creates a proposal for the accountant.
- Delete or reconfigure. It can’t delete documents or data, or change users, settings or bank connections.
- Read or send email. Mailbox search returns only date, sender, recipients, subject and attachment names; filing from an email takes only its attachments.
- Reach another company. A connection covers the one company you chose.
Privacy and control
- The data your assistant receives from Vezna is processed by OpenAI or Anthropic under your own agreement with them.
- Vezna receives only what your assistant sends to its tools — a search term, a month, a document or an answer — never your conversation with the assistant.
- Personal identification numbers (ЕГН/ЛНЧ) and full card numbers are always masked in what Vezna’s tools return.
- Vezna logs every tool call — who, which assistant, which tool and when — on the Connections page. Answers and documents sent through an assistant are marked that way in the item’s conversation, so your accountant can see where they came from.
- Access tokens last one hour and renew automatically. A connection that isn’t used for 30 days stops working.
Disconnect or revoke
- In Vezna: open Connections and choose Revoke next to the connection. It stops working immediately.
- In ChatGPT: open the Vezna plugin and uninstall or disconnect it.
- In Claude: go to Customize → Connectors, open Vezna, and choose Disconnect — or Remove in the menu.
More in our Privacy Policy.
Example prompts
- “What’s our cash position across all accounts, and how has it changed in the last 30 days?”
- “How did we do last month compared with the month before?”
- “Where did our money go this quarter? Show the top categories.”
- “What’s our estimated VAT for last month, and when is it due?”
- “What is Vezna waiting on from us this month?”
- “Find the missing supplier invoices in the company mailbox and send them to Vezna.”
- “Which customers owe us money, according to the ledger? Are those figures approved yet?”
- “Колко пари имаме по сметките в момента?” — you can ask in Bulgarian too.
Your assistant may ask you to approve actions that add to your books, such as submitting a document or answering one of Vezna’s questions.
Troubleshooting
You’re told you can’t connect an assistant
Only a company’s owners and team members can connect one. Ask the owner, or contact support.
Vezna isn’t listed in ChatGPT or Claude
Plugins and connectors depend on your plan, region and workspace settings. In Claude you can always add Vezna by URL as a custom connector.
The sign-in page says the request expired
The approval screen has to be answered within 10 minutes. Start the connection again from your assistant.
Your assistant says it isn’t authorised, or Vezna stops responding
The connection was revoked, or wasn’t used for 30 days. Disconnect Vezna in your assistant and connect again.
Your assistant sees the wrong company
A connection covers one company. Disconnect, connect again and choose the other company.
Email search doesn’t work
Searching the mailbox and filing from an email need your company’s Gmail mailbox to be connected to Vezna. Contact support to set it up; meanwhile, download the PDF and drop it into Vezna.
“That email has no PDF attachment Vezna can file”
The invoice is a link or part of the email text. Download the PDF and drop it into Vezna, or attach it to the open item.
Figures differ from your bank app
Bank data syncs once a day and is converted to EUR at the ECB rate on the transaction date, so the latest day may not be in yet. Management figures are on a cash basis; ledger figures are on an accrual basis and may be proposals until your accountant approves them — ask your assistant to check ledger_status.
Still stuck?
Email support@vezna.ai with the assistant you use, roughly when it happened and what you asked.