Ask Claude about your business. Privately.
MCPPlatform connects Claude Desktop to your accounting, sales, and web-research stack, from Zoho Books, Tally, and GST to Apollo, Facebook Ads, and semantic web search, through 189 purpose-built tools. Every one of them runs on your own PC. Your data and credentials never reach our servers.
Works with Claude Desktop on Windows 10 and 11 · No cloud subscription · Free to start
Things you can ask the moment it's installed
Claude answers from your live books, your Tally instance, the GST portal, and your sales tools. No exports, no spreadsheets, no copy-paste.
02 / ROUTING
What happens between your question and the answer
"Ask Claude anything" only works if something serious decides what to do with each question. That something is a learning engine that runs on your machine, and it gets faster the more you use it.
No hand-written rules, no retraining. The platform learns each route once and reuses it forever, locally. The model only ever sees the question's wording and a short summary. Your books stay yours.
Read the question.
The platform pulls the structured details out of your question, the month, the GSTIN, the ledger, and rewrites the rest into a reusable pattern like "TDS on bills for {month}".
Match a learned route.
The pattern is embedded locally into a 768-dimension vector and matched against everything the platform has answered before, held in PostgreSQL with pgvector. A close match (cosine ≥ 0.92) is reused in milliseconds, with no AI call at all.
Ask Claude, but narrowly.
For a genuinely new question, the platform shortlists the twelve most relevant tools and hands only those to Claude, which picks the exact tool and fills in the parameters. Focused context, fewer mistakes, and only the question's text ever leaves.
Learn it for next time.
The resolved route is saved back to the learning store, then the tool runs locally: decimal-safe arithmetic, personal data stripped, results compressed to a tight summary Claude turns into prose. Ask something similar again and it answers instantly.
03 / CONNECTORS
Twelve connectors, 189 business tools
Deep coverage of the software your business runs on, across finance, sales and marketing, and web research, plus the orchestration layer that ties it together.
Data Hub
The coordination layer. Routes every question, keeps session context, manages the local databases, and enforces the PII filter on every result before Claude sees it.
Zoho Books
Invoices, bills, payments, P&L, balance sheet, aging, and GST figures, pulled live from your Zoho organisations.
View connector →TallyPrime
Debtors and creditors, trial balance, daybook, stock, and GST from the Tally on your network. Auto-detects your active company.
View connector →GST Portal
GSTR-2A and 2B fetch, purchase reconciliation, and ITC ledger lookups. The monthly filing grind, answered inside Claude.
View connector →Xero
Invoices, bills, payments, bank reconciliation, and financial statements for Xero tenants, with the same local-only architecture.
View connector →Apollo.io
People and company search, lead enrichment, CRM contacts, and sequence data from your Apollo account, in plain English.
View connector →Intent Signals
Hiring activity, funding news, GitHub signals, and web search across free data sources. Know which prospects are moving.
View connector →Facebook / Meta Ads
Pages, ad campaigns, spend and ROAS analytics, lead-gen forms, and audience insights from the Graph and Marketing APIs.
View connector →Exa Web Search
Neural and keyword web search, news, similar-page discovery, content extraction, and cited answers.
View connector →Firecrawl
Scrape any page to clean markdown, map a whole site's URLs, and search the web with scraped contents.
View connector →SearXNG Meta-Search
Privacy-first meta-search across Google, Bing, DuckDuckGo, Brave, and Wikipedia via your own instance. No API key.
View connector →Google Trends
Interest over time, rising and related queries and topics, regional interest, and what's trending now.
View connector →04 / PRIVACY
Private by architecture, not by policy
Most integrations work by copying your data into someone else's cloud. MCPPlatform works by not doing that. Here is exactly what stays on your machine and the one thing that can leave it.
Everything runs locally.
The routing engine, the learning store, the connectors, and the databases all run on your PC. Your invoices, ledgers, and customer names are processed where they already live.
Credentials never leave your device.
API keys and OAuth tokens are stored only in your local Claude Desktop config. We never receive them and we never log them.
One thing can leave, and we name it.
When the platform meets a genuinely new question, the wording of that question travels out to Claude, a few hundred tokens of text. Your data, amounts, and entity names do not go with it. You can see exactly where the line is.
The learning store remembers patterns, not data.
Every route the platform learns is stored as a pattern with placeholders, "P&L for {month}", never "P&L for March for your company". No org names, GSTINs, or amounts are ever written to it.
Claude sees summaries, not your database.
Every result is shaped, filtered for personal data, and compressed to a short summary before it reaches Claude. The model writes the narrative. It never holds your raw records.
Aligned with Indian data law.
A local-first design lines up with the DPDP Act 2023, CERT-In Directions 2022, and IT Act Section 43A by default. There is no customer financial data on our servers to secure, breach, or subpoena.
Only what you chose gets installed.
Your installer contains your connectors and nothing else. A Tally-only customer never receives Apollo or Zoho code at all.
05 / SETUP
From signup to first answer in five steps
Create a free account.
Sign up with an email and password. Your connector selection is tied to your account, so your setup stays yours.
Pick your connectors.
Filter the catalog by purpose, across finance, sales and marketing, and web research, and take only what you use.
Download your installer.
We compile a Windows .exe for your exact selection. Only the connectors you chose are in the package. Python, dependencies, everything is bundled.
Run it and connect your accounts.
Sign in once to verify your account, then enter your own API keys. For Zoho Books, a browser opens for OAuth sign-in. Every credential is written to your local Claude Desktop config and nowhere else.
Ask Claude.
Restart Claude Desktop and ask in plain English. The platform routes each question to the right connector and the right tool.
06 / ROADMAP
Eleven connectors in the pipeline
We build in the open and ship in order of demand. Tell us what your stack needs and it moves up the list.
Zoho CRM
Coming soonLeads, deals, and contacts from your Zoho CRM org.
QuickBooks
Coming soonReports and books for QuickBooks Online.
HubSpot
Coming soonPipeline, contacts, and marketing data.
Salesforce
Coming soonAccounts, opportunities, and reports.
Gmail
Coming soonSearch and summarise mail threads in context.
Google Drive
Coming soonRead and reason over documents and sheets.
Stripe
PlannedPayments, payouts, and subscription data.
Razorpay
PlannedIndian payments, settlements, and invoices.
Outlook
PlannedMail and calendar from Microsoft 365.
Slack
PlannedSearch messages and surface team context.
Notion
PlannedQuery pages, databases, and notes.
Your books already know the answers. Connect them to Claude.
Free account, pick your connectors, download your installer. About two minutes, and nothing of yours touches our servers.