MCP & AI Assistants
Your business.
Now in the conversation.
Ask about the work. Draft the paperwork. Investigate the numbers. The Beeswax MCP server connects a compatible AI assistant to your account, so a conversation can become useful work.
Take a look around below. The film is on its way.
ASK, THEN EXPLORE
Less hunting through screens.
Connect Claude Desktop, Claude Code or another client that supports local MCP servers. Ask which invoices are overdue, explore a project’s expenses or look up time entries. The assistant uses your connected Beeswax records to answer, with access limited to the account and permissions you give it.
- Plain-language questions
- Connected account records
- Projects, time and money
Beeswax interface example · Sample data
FROM QUESTION TO DRAFT
Give the conversation a useful ending.
With the appropriate write permissions, an assistant can create and edit quotes, invoices and expenses, work on project documents and prepare manual journals. Draft financial documents remain outside the ledger until finalised. Sending quotes to clients stays in the Beeswax web app.
- Create and edit drafts
- Separate finalisation
- Project documents
Beeswax interface example · Sample data
MOVING FROM XERO
A migration with a second pair of eyes.
Use Beeswax’s Xero import wizard to preview and import bank, income and expense accounts, contacts and products. Transaction history, opening balances and unpaid documents need a separately agreed transfer approach; that wizard does not import them. A connected assistant can help inspect Beeswax records and compare them with source reports you provide. The current Beeswax MCP server does not start the import wizard.
- Reference-data import
- Agree transaction transfer separately
- Assistant-supported checks
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FOLLOW THE NUMBERS
From “does this look right?” to the records.
The MCP tools can read reconciliation periods, inspect statement status and find possible duplicate payments. With write access, they can upload statements and record matches. An assistant can help investigate differences and explain its findings; you review the evidence before relying on the result.
- Statement checks
- Possible duplicate payments
- Ledger detail
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YOUR ACCOUNT. YOUR PERMISSIONS.
Choose what your assistant can do.
Start with read permissions for questions and investigation. Add specific write permissions when you want the assistant to make changes. Each token belongs to one Beeswax account and can be revoked in Account Settings. Your assistant’s own connection support and approval behaviour also apply.
- Account-bound access
- Separate read and write scopes
- Revocable tokens
Beeswax interface example · Sample data
BETTER TOGETHER
The rest of the story.
Good work deserves good software.
Make a little room for the work you actually like.
Try Beeswax free ↗60 days free. No credit card required.