Connect CafeTally to Claude

The CafeTally connector lets Claude work with the stores and operational data your CafeTally account can already access. It uses CafeTally's remote Model Context Protocol server at https://cafetally.com/mcp. For ChatGPT, Codex, Claude, and Claude Code instructions with copyable commands, see the complete CafeTally MCP setup guide.

Before you connect

You need a verified CafeTally account with access to at least one active store. Your store also needs an active CafeTally subscription or trial for the features you want Claude to use. Claude never receives access to stores that are outside your existing CafeTally team memberships.

Connect from Claude

1. Open Customize > Connectors in Claude.
2. Select Add custom connector.
3. Enter https://cafetally.com/mcp as the remote MCP server URL.
4. Continue to CafeTally, sign in, and review the requested access.
5. Approve the connection when you are ready.
6. Enable CafeTally for the Claude conversation where you want to use it.

CafeTally uses OAuth authorization code flow with PKCE. You never need to paste a CafeTally password, API key, or access token into Claude.

Connect from Claude Code

Add the remote HTTP server from a terminal:

claude mcp add --transport http cafetally https://cafetally.com/mcp

Open Claude Code and run /mcp. Choose CafeTally, complete the browser sign-in, and approve access. Claude Code stores and refreshes the resulting OAuth tokens through its normal MCP authentication flow.

What Claude can do

Claude can list the CafeTally stores available to your account and use the returned store ID for later operations. Read-only tools cover inventory, expenses, products, modifiers, recipes, ingredient aliases, recipe costs, and product audits. Write tools can create or update inventory items, products, modifiers, recipes, aliases, receipts, modifier links, and Square catalog imports. Product, modifier, and recipe deletion tools require an explicit confirmation value after you approve the exact deletion.

Try prompts such as:

• “Show my CafeTally stores and tell me which one is connected to Square.”
• “Find the inventory items related to milk and tell me which ones have cost data.”
• “Find my 12-ounce latte and show its recipe cost.”
• “Review recent expenses and identify ingredients without receipt coverage.”

Permissions and safety

Every store-scoped tool checks your CafeTally team membership, store role, enabled features, and billing access when it runs. Read operations can be used by a team member who already has access to the store. Create, update, delete, and integration operations require the applicable owner, manager, or administrator permissions. Square sync reads from the Square account already connected to CafeTally and changes only CafeTally's imported catalog records. The connector does not transfer money or initiate financial transactions.

Data handling

Claude sends only the arguments needed for the CafeTally tool you ask it to use. CafeTally returns the requested store data to Claude so it can answer your request. CafeTally does not query Claude's memory, unrelated chats, or files outside the input supplied to the tool. Receipt OCR and AI recipe suggestions use CafeTally's configured OpenAI service as described in the CafeTally Privacy Policy. Anthropic processes information received by Claude under Anthropic's own terms and privacy policy.

Disconnect or reconnect

Remove or disconnect CafeTally from Claude's connector settings to stop future access from that connection. In Claude Code, open /mcp, select CafeTally, and clear authentication or remove the server. If a connection becomes invalid, reconnect it to complete a fresh OAuth consent flow.

Support

Visit CafeTally Support or email support@cafetally.com for help. For account privacy or deletion requests, email privacy@cafetally.com.

The connector is compatible with Claude's remote streamable HTTP MCP support. For general connector setup details, see Anthropic's connector documentation.