Connect Claude to one workspace. It can read each LLC, the rent roll, and the statements you already keep in Stateful. A journal, a coding, a rent payment, or a vendor is saved only after you confirm the preview.
Investor plan · $15/month or $144/year. 30-day free trial.Paste the server URL in Claude. Sign in with your Stateful account and choose one workspace.
Ask for a property’s profit and loss, a balance sheet, outstanding rent, or the items still waiting for review.
A change is shown first. Nothing is saved until you confirm that preview.
A balance sheet is cumulative through the date you ask for. Name the legal owner when you want one set of books.
Profit and loss by property. A balance sheet for the LLC. Rent still outstanding. Capital accounts and the K-1 worksheet, which is a worksheet, not a filed return.
Paste the server URL. Do not paste a client secret. The assistant registers itself and sends you to Stateful to sign in.
After you approve, Claude returns to https://claude.ai/api/mcp/auth_callback.
After you approve, ChatGPT returns to https://chatgpt.com/connector_platform_oauth_redirect.
Use your Stateful email and password. The consent screen lists the legal owners you can already see. Choose one workspace. If you already use an authenticator, enter its current code. Stateful does not ask you to enroll one just to connect. One connection covers one workspace. Connect again to use another.
The assistant shows the proposed coding, journal entry, rent payment, or vendor. Say no, or ignore the preview, and nothing is written.
A saved change uses the same posting rules as the app. Posted history is not deleted. A correction is a new entry.
The connector does not send a payment, pay a bill, or move money. It records what you confirm.
The consent screen grants only the access your role already has. An investor or viewer login can read. It cannot categorize, post, record rent, or add a vendor. Stateful does not grant an admin scope.
| Scope | What the assistant can do |
|---|---|
properties:read | See legal owners and properties |
ledger:read | Read financial statements, balances, journals, and transactions |
rentals:read | Read the rent roll and outstanding rent |
tax:read | Read capital accounts and the K-1 worksheet |
transactions:write | Categorize transactions and save draft journal entries |
transactions:post | Approve postings, post journal entries, and record rent payments |
vendors:write | Add vendors |
Open Settings → ChatGPT & Claude and revoke the connection. The assistant stops immediately. Revoking does not change the books, and it does not remove the connector from Claude or ChatGPT. Open ChatGPT & Claude settings.
No. A write is a preview, then a confirmation. If you do not confirm, the books stay as they were.
The one you choose on the consent screen. A second workspace needs a second connection.
Yes. ChatGPT uses https://withstateful.com/mcp as well. Custom connectors there are available on Plus, Pro, Business, and Enterprise, with developer mode on.
The Investor plan is $15 a month or $144 a year. New accounts start with a 30-day free trial. See pricing.
Email support@withstateful.com or use the support page. Include the workspace name. Do not send passwords, authenticator codes, or bank login details.