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MYOB Connector: Ask Claude or ChatGPT about your business

AmandaMYOB

Hi everyone!

Great news! You can now ask Claude or ChatGPT questions about your business and get read-only answers straight from your real MYOB data, right where you are already working. It’s rolling out now to selected customers.

What is our connector in Claude and plugin in ChatGPT?

The connector/plugin is a way to link your Claude/ChatGPT account to another platform like MYOB, so it can look up real information for you and answer questions directly, instead of you having to copy and paste details back and forth.

It's entirely optional to make the connection, but if it's useful to you, connecting means your MYOB numbers show up right there, in context, so you can get insights about your business whenever you need them.

Once connected, ask things like "what's my profit and loss looking like?", "what are my expenses this month?", or "who owes me money?" No exporting reports, no screenshots, no switching apps.

It adds up to real time back for you. Every minute not spent hunting for a report, re-uploading a CSV, or flicking between apps is a minute back in your day.

How to connect:

Connect MYOB to Claude

Navigate to the Connectors directory in your Claude account.
Find and open MYOB, then click Connect.
Enter your MYOB username and password.
Click Continue.

Connect MYOB to ChatGPT

Navigate to the Plugins in your ChatGPT account.
Find and open MYOB and then click Connect.
Enter your MYOB username and password.
Click Continue.

A few things worth knowing:

Staged rollout - The connector in Claude and plugin in ChatGPT are both in beta for customers in Australia. If you are interested in trying this before the wider rollout, join the waitlist.
Completely optional - If you are part of the beta you can connect whenever suits you, or skip it for now.
Read-only - Claude or ChatGPT can see your data to answer questions, but can't make any changes to your books.
No new login needed - connect with your existing MYOB details.

Check out this pagefor more information.

As always, we'd love your feedback as you try it - leave your comments on this post!

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AmandaMYOB

Hey @pwhughes21

Thanks for trying the connector and for sharing such clear feedback.

You’re right that the connector is currently focused on account-level information. We’re in the early release of this capability, and what you’ve described (getting to the transactional detail beneath the account) is the kind of insight we want to enable.

We’re expanding the connector and adding more capability over the coming months. Feedback like yours helps us prioritise what to build next.

Your CSV export approach is a great workaround in the meantime, and thanks for sharing it with the community. If you have a particular use case in mind (e.g. investigating a specific expense category or customer), we’d love to hear it!

pwhughes21

Sadly this connector only allows Account Level Access, true AI power comes from being to drill into the transactional detail beneath the account. I found the better solution is to download the detailed transactions into a flat CSV file and then copy this into your Claude Chat, even better if you have a folder with your invoice copies in it and give Claude access to that. Claude will you give you very powerful insights into your data - MYOB have missed a trick here.

AmandaMYOB

Hey everyone!

We’re excited to share that MYOB Connector is now available to all customers in Australia and New Zealand across MYOB Business Lite, Pro and AccountRight Browser plans.

What’s new?

Customers can now select the Business file they want to connect with Claude or ChatGPT
We’ve added a new setting in My Account that lets file Owners choose whether to allow data sharing between MYOB and Claude or ChatGPT. It’s your data, so you stay in control of when, and if, it’s connected.

Why it matters?

You’re in charge: Only file owners can switch this setting on or off.
Smarter workflows: Choosing to connect your MYOB Business file to Claude or ChatGPT opens the door to faster insights and less manual work.
Available now: No waiting. The setting is live for all eligible customers today.

Want to know more?
Head to our support page to learn how to set it up with ChatGPT or Claude - Connecting Claude or ChatGPT to MYOB

We’d love to hear from you. Have you tried it yet? Share your thoughts, questions or ideas in the comments below

AmandaMYOB

Hey everyone,
We've noticed a lot of you have already been trying to connect the MYOB connector and we love the enthusiasm! It's clear there's real demand here, so we wanted to give you a quick update on where things stand.
Right now, we're rolling out access gradually rather than opening it up to everyone at once. This lets us closely monitor how the connector is being used as we scale it up, and there are currently some eligibility criteria in place for who can get access.
We know that's not the answer everyone wants to hear, but it's a deliberate choice, we'd rather do this properly than rush it. We're actively working on widening access, and we'll keep this thread updated as that changes.
Thanks for your patience.

AmandaMYOB

Hey @georgiot

Thank you for your excitement and interest in MYOB Connector! We are working on access and you will be notified soon.

georgiot

Recently applied + very excited! Were there any timeframes on acceptance after submitting? Asking as the application form confirmed receipt without any timing guidance/expectations.

Separately, this functionality wasn't heard as a beta. Awareness came from looking at business tools within GPT, connecting, having issues, going through support and myself finding this resource and sharing it with support. GPT appears unaware of beta-state when it tries calling the tool within a conversation and informing of success/failure. Perhaps this can be added within additional SEO title/description to inform language models as they search online for provider-specific known errors? Thank you and very excited for this potential.

Project-Z

This could possibly be the best new add-on that I have seen from MYOB, I'm normally critical I know but credit where credit is due.

AmandaMYOB

Thanks for the interest @SDuddy. We're currently assessing Copilot as an option. We'll update the community when we have more information!

SDuddy

Any chance this will be extended to Copilot?

AmandaMYOB

Hey @Mike_James

That's great to hear! We have plans to expand the capabilities we're working with for the MCP. Stay tuned as we release more soon.

Mike_James

Our experience with using Claude AI (and Claude code) in our product development has been incredible, transforming our products and processes in just a short time. AI may be the current flavour, but the benefits to users will be massive.

AmandaMYOB

Hey @Trevor_Harrison

Really glad to hear it! You would've received an email from MYOB if you were invited to join the Beta. Don't stress if you didn't, you can always join the waitlist here to be included!

Trevor_Harrison

Excited about this. However, how do I know what file I am connected to. In the app.myob.com list of files I have at least 500 (I am an accountant).

I worked it out.

AmandaMYOB

Hey @BWood

Thanks for your suggestions, this is really helpful for us! I'll make sure to pass your feedback to the product team to be considered in our ongoing conversations to improve.

BWood

This is an excellent addition, but really only shows the financial half the picture.
Can you please look at including hooks into stock and transaction data too?

stock on hand
Item sales
item register

I am currently manually exporting these reports and having them built into the connector would be a real time saver