Claude Setup

The Recurex MCP connector lets Claude read and manage your workspace expenses through natural conversation — no manual data entry in the app.

Use it to check monthly burn, add subscriptions, plan future purchases, organize costs into projects, and log usage-based bill actuals.

New to Recurex? Start with Introduction and Quick Start. For connector concepts shared across clients, see AI Connector Overview.

What this connector does

Recurex runs an MCP (Model Context Protocol) server. When you connect Claude, it can call 11 tools against your active workspace:

Full parameter reference: MCP Tools Reference.

What it does not do: Claude cannot access other users' data, billing payment methods, or workspaces you are not a member of. It cannot change workspace settings, invite members, or connect billing providers — only expense and project data in the workspace you authorize.

Planned vs active expenses

• add_planned_expense — for wishlists, quotes, and future purchases (excluded from monthly burn)
• add_expense — for costs you are already paying or committing to now

See Core Concepts → Planned vs active for how burn is calculated.

Prerequisites

MCP server URL

https://recurex.app/api/mcp

Copy this from Integrations in the Recurex app, or use the URL above for production.

Technical OAuth details: OAuth Reference.

Setup steps

In Recurex

1. Sign in at recurex.app
2. Open the workspace you want Claude to access (use the sidebar switcher if you have more than one — see Workspaces)
3. Go to Integrations (/integrations)
4. On the Claude card, copy the MCP endpoint URL

In Claude

1. Open Claude → Settings → Integrations
2. Click Add custom connector
3. Paste the MCP endpoint: https://recurex.app/api/mcp
4. Claude discovers OAuth metadata from Recurex automatically
5. When prompted, sign in to Recurex and click Approve on the consent screen
6. Return to Claude — the connector is ready to use in chat

What you authorize

The consent screen explains that the connector can read, add, update, and delete expenses in your active workspace. Tokens are bound to your user account and that workspace.

• Access token — valid 1 hour, refreshed automatically
• Refresh token — valid 30 days (rotating); reconnect if it expires

OAuth flow

sequenceDiagram
  participant Claude
  participant Recurex
  participant User
 
  Claude->>Recurex: GET /.well-known/oauth-protected-resource
  Claude->>User: Redirect to /api/oauth/authorize
  User->>Recurex: Sign in + approve
  Recurex->>Claude: Authorization code
  Claude->>Recurex: POST /api/oauth/token (PKCE)
  Recurex->>Claude: access_token + refresh_token
  Claude->>Recurex: POST /api/mcp (Bearer token)

Step-by-step OAuth endpoint reference: OAuth Reference.

Example prompts

Once connected, try asking Claude:

Understand spending

• "What's my monthly burn across all currencies?"
• "Show my active business expenses over $50/month"
• "What categories am I spending on?"

Add expenses

• "Add a $20/month Vercel expense, business, hosting category"
• "Add a planned expense for a standing desk — $800, personal, one-time"

Projects & planning

• "List my projects and their planned totals"
• "Create a project called Home Renovation and add planned expenses for kitchen cabinets"
• "Add a planned personal expense for my courtyard — call list_projects first"

Variable bills

• "Log $42.50 actual for my Vercel bill for March 2026"

More examples and all tool parameters: MCP Tools Reference.

Troubleshooting

Connection & auth

Wrong data or missing expenses

Tool errors

Still stuck?

1. Revoke and reconnect — Integrations → Claude → Revoke, then add the connector again in Claude
2. Verify in the app — confirm the expense or project exists at recurex.app/expenses or /projects
3. Check related docs — AI Connector Overview, MCP Tools Reference, OAuth Reference
4. Contact support — email from the address on your Recurex account; see About → Contact

Manage & revoke access

In Recurex: Integrations → active Claude connection → Revoke

In Claude: Settings → Integrations → remove the Recurex custom connector

Revoking immediately invalidates tokens. Claude will need to complete OAuth again to reconnect.

If you were removed from a workspace, your tokens for that workspace are revoked automatically.

Related documentation