Connect your Venn account to Claude to ask questions about your balances, transactions, spending, bills, invoices, and more in plain English. Claude can view your data, but it can’t move money or make changes to your account.
Pre-requisites:
You need to be an owner or admin of your Venn business.
Connecting isn't available yet if your login has access to more than one Venn business.
You need a paid Claude plan (Pro, Max, Team or Enterprise). On Team and Enterprise plans, an organization owner may need to add the connector for you.
Connect
Steps to connect:
In Claude, open Settings → Connectors and find Venn in the directory (or search "Venn").
Click Connect. A Venn page opens. Log in if asked, review what Claude will be able to see, and click Allow access.
Back in Claude, start a new chat, open the tools menu and turn on Venn. Try "What's my CAD balance?"
Steps to disconnect (only if a successful connection was made):
In Venn: Settings → Profile → Connected apps → Disconnect next to Claude. Claude loses access immediately OR
Remove the connector in Claude's Settings → Connectors. Note: A connection also ends on its own after 30 days without use.
If you see an error message, follow the steps below:
“Only owners and admins can connect AI apps”: Ask your Venn account owner or admin to connect, or to give you admin access.
“Connecting AI apps isn’t available for your business yet”: This feature isn’t available for your business yet. Contact us for help.
“Couldn’t connect” or “Authorization failed”: Remove the Venn connector in Claude. Then, in Venn, go to Settings → Profile → Connected apps and disconnect Claude if it’s listed. Try connecting again. If the problem continues, contact us and include the reference code shown in Claude, which starts with
ofid_.