Use Nella in Claude

You can ask Nella about your business’s numbers inside Claude, on the web, desktop and mobile apps. Add Nella as a connector, sign in with your email or Google, and ask in plain English — answers come from your own accounting software.

Add Nella to Claude

1. In Claude, open Customize, then Connectors, and choose Add custom connector.
2. Name it Nella, paste this address into MCP server URL: https://mcp.nellafinance.co.uk/mcp, and choose Continue.
3. Choose Connect next to Nella in your connectors. A Nella page opens, showing Connecting via Claude.
4. Already use Nella? Choose I have an account, enter your email and choose Continue, or choose Continue with Google.
5. New to Nella? Choose New to Nella, pick your accounting software, tick the box to confirm you’re authorised, then enter your email and choose Create my account — or Continue with Google. You’ll then connect your accounting software; see Connect your accounting software.
6. If you used your email address, check your inbox. Returning users get Your Nella sign-in link: choose Finish connecting (it works once and expires after 2 hours). New users get Verify your email to start your Nella trial: choose Confirm my email address (it lasts 24 hours). The page that opens tells you to go back to finish. If you started in the Claude desktop app, it shows a code instead: enter it in Claude under I have an account.
7. Go back to Claude and ask Nella a question.

Claude never receives your Nella sign-in details — it gets limited access to read your finance data and to record your answers in Nella, which you can remove at any time.

Questions to try

• “What needs me this week?”
• “Can I afford payroll this month?”
• “What happens to my cash if I hire someone at £3,000 a month?”
• “How did this month compare with last month and last year?”
• “Who owes me money, and how overdue are they?”
• “When are my filing deadlines?”
• “What’s in my Nella library?”

📷 Screenshot to add: a Claude conversation where Nella answers “What needs me this week?”.

Good to know

• Your first question can take a little longer while Nella reads your latest figures. After that, answers come quickly.
• Figures come from your accounting software, so they’re only as up to date as your books. Cash is the figure in your books, not a live bank balance.
• Nella doesn’t change your books. It posts nothing to your accounting software, files nothing, pays nothing, sends no messages and moves no money. When you tell Nella something — that a task is done, or an answer to one of its questions — it records that in Nella only.
• Files under 2MB, such as invoices, bills and your management accounts, open in the chat. Larger files come as a download link.
• Answers are information, not advice. For filing or decisions, speak to a qualified accountant.
• Your plan. Nella in Claude is included during your free trial and on Nella Paid. It isn’t included on Nella Lite.

Remove Nella from Claude

In Claude, open Customize, then Connectors, and remove Nella. Claude can then no longer reach your Nella data. Your Nella account and accounting connection stay as they are; to delete those too, see Your data and disconnecting.

Nella provides financial information and education, not accounting or tax advice.