# Connect your AI app

> Use Oatmilk from Claude, ChatGPT and other AI apps. No code needed.

Source: https://app.getoatmilk.com/docs/connect

Connect Oatmilk to the AI app you already use, then ask it about your books in plain words: what needs you this week, which purchases still need a receipt, or what's due this month. It takes about a minute, and the app signs in to Oatmilk as you, so it can only see and do what you can.

Choose your app and follow its steps:

### Claude

Claude on the web, the desktop app and phones, including Cowork.

1. Claude opens Add custom connector with Oatmilk filled in. Choose Add.
2. Choose Connect and sign in to Oatmilk, then approve the access it asks for.
3. In a chat, ask Claude to add a receipt or show what needs you. Cards open right in the conversation.

[Add to Claude](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Oatmilk&connectorUrl=https%3A%2F%2Fapp.getoatmilk.com%2Fapi%2Fmcp)

[Download the Oatmilk plugin](https://app.getoatmilk.com/api/plugin/oatmilk.zip)

### ChatGPT

ChatGPT on the web and in the desktop app.

1. In ChatGPT, turn on Developer mode in Settings › Security and login.
2. Open Plugins, choose +, name it Oatmilk and paste the connection address.
3. Sign in to Oatmilk when ChatGPT asks, then start a chat with Oatmilk.
4. For Oatmilk's guides in desktop Work mode or Codex, download and unzip the plugin. Run codex plugin marketplace add ./oatmilk from its parent folder, then restart the app. In Plugins Directory, choose Oatmilk and install.

Connection address: `https://app.getoatmilk.com/api/mcp`

[Download the Oatmilk plugin](https://app.getoatmilk.com/api/plugin/oatmilk.zip)

### Claude Code

The plugin adds Oatmilk and its guides to Claude Code.

1. Run these two commands in Claude Code.
2. Run /mcp, choose oatmilk and sign in to Oatmilk.

```bash
/plugin marketplace add https://app.getoatmilk.com/api/plugin/marketplace.json
/plugin install oatmilk@oatmilk
```

### Codex

The Codex app, CLI and IDE extension.

1. Run these two commands in a terminal; the second signs you in to Oatmilk.
2. For Oatmilk's guides too, download and unzip the plugin. From its parent folder, run codex plugin marketplace add ./oatmilk, then codex plugin add oatmilk@oatmilk. Restart Codex and sign in when asked.

```bash
codex mcp add oatmilk --url https://app.getoatmilk.com/api/mcp
codex mcp login oatmilk
```

[Download the Oatmilk plugin](https://app.getoatmilk.com/api/plugin/oatmilk.zip)

### Cursor

Opens Cursor with Oatmilk ready to add.

1. Cursor asks you to confirm adding Oatmilk.
2. Choose Connect next to oatmilk in Settings › MCP and sign in to Oatmilk.

[Add to Cursor](cursor://anysphere.cursor-deeplink/mcp/install?name=oatmilk&config=eyJ1cmwiOiJodHRwczovL2FwcC5nZXRvYXRtaWxrLmNvbS9hcGkvbWNwIn0%3D)

### VS Code

GitHub Copilot in VS Code.

1. VS Code asks you to confirm adding Oatmilk.
2. Start the server and sign in to Oatmilk when asked.

[Add to VS Code](vscode:mcp/install?%7B%22name%22%3A%22oatmilk%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fapp.getoatmilk.com%2Fapi%2Fmcp%22%7D)

### Gemini CLI

Google's Gemini CLI in your terminal.

1. Add this to the mcpServers in ~/.gemini/settings.json.
2. Run /mcp auth oatmilk in Gemini CLI and sign in to Oatmilk.

```json
{
  "mcpServers": {
    "oatmilk": {
      "httpUrl": "https://app.getoatmilk.com/api/mcp"
    }
  }
}
```

### Another app

Any app that connects to remote MCP servers.

1. Add a remote MCP server (Streamable HTTP) with the connection address.
2. Sign in with your Oatmilk account, or send an Oatmilk API key as a Bearer token.
3. Apps with a tool limit can add ?toolset=autopilot,inbox (or contractor for contractors) to the address.

Connection address: `https://app.getoatmilk.com/api/mcp`

### Then try asking

- "What needs my attention in Oatmilk this week?"
- "Which of my card purchases still need a receipt? Here are the receipts."
- "Are any compliance deadlines coming up this month?"

## What it can do

The app works with the same actions as Oatmilk itself: it can find what needs you, add receipts, draft an invoice or check upcoming deadlines. Some steps always come back to you in Oatmilk, such as approving a suggestion, signing an agreement or sending money. When that happens, the app hands you a link to the exact page.

> [!TIP]
> Signed in to Oatmilk? The same steps are in your account menu, at the top right of the app: **Connect to Claude**, **Connect to ChatGPT** and **Connect other AI apps**.

## For developers

To connect an agent or your own client, choose tools with toolsets, or send an API key instead of signing in, see [MCP server](https://app.getoatmilk.com/docs/mcp.md).