Connect ChatGPT to your QuickBooks data
By Figures · Updated June 12, 2026
Your QuickBooks reports already land in Google Sheets every morning. This guide adds one more step: connect ChatGPT to Figures and ask questions about those reports in plain English. Why did expenses jump in April? Which clients drive most of the revenue? How does this quarter compare to last? ChatGPT reads the synced numbers and does the analysis. The connection is read-only, and you can revoke it any time.
What you need first
A Figures account with at least one synced report. If you haven’t set that up yet, the connection guide walks you through it in a few minutes. You’ll also need a ChatGPT plan that supports custom connectors (a paid plan with developer mode turned on in settings).
Connect ChatGPT to Figures
1. Add the connector
In ChatGPT, open Settings, then Connectors, and create a custom connector. (If you don’t see the option, enable developer mode under the advanced settings first.) Name it Figures and paste this URL:
https://app.figureshq.com/api/mcp
2. Authorize, read-only
ChatGPT opens a Figures window. Sign in with the same Google account you use for Figures, review what you’re granting (read-only access to your synced reports, nothing else), and approve. That’s the whole setup.
3. Ask your first question
Start a new chat, enable the Figures connector for it, and ask something about your books. Good first prompts: “What reports do you see in Figures?” or “Summarize my P&L for this year and flag anything unusual.” ChatGPT discovers your synced reports on its own and pulls the numbers it needs.
What ChatGPT can do with it
The connector gives ChatGPT five read-only abilities: list your connected companies, list the reports you sync, read a report as structured rows or as CSV, and check sync health (when each report last refreshed and whether anything needs attention). From those, it can compare periods, explain variances, build summaries for a client email, or sanity-check a number you don’t trust.
The data ChatGPT sees is your synced reports: the same numbers, periods, and basis that land in your Google Sheet, as of the last sync. It is not a live line to QuickBooks, which also means a runaway chat can never touch your books or burn your QuickBooks API quota.
How it stays safe
Three things are true by design. The connection is read-only: there is no tool that creates, edits, syncs, or deletes anything. The analysis happens in your AI app under your account: Figures serves numbers and never sees your conversation. And you stay in control: Settings shows every connected AI app with a Revoke button, and revoking cuts access within a minute.
Common questions
How fresh is the data ChatGPT sees?
As fresh as your last sync. Reports sync daily by default, so ChatGPT works from this morning’s numbers. Ask it to check sync health if you want to confirm when a report last refreshed.
Can ChatGPT change anything in QuickBooks or my sheets?
No. Every tool the connector exposes is read-only, and that’s enforced on the server, not just promised. Connector tokens are only accepted by the read-only report endpoints, never by anything that writes.
Does Figures see my conversation with ChatGPT?
No. ChatGPT asks Figures for specific reports and Figures returns the numbers. Your prompts, ChatGPT’s analysis, and the rest of the conversation never reach us.
How do I disconnect?
Two places work: remove the connector inside ChatGPT, or open Figures Settings and hit Revoke next to the app under “Connected AI apps”. Revoking in Figures cuts off access even if the connector still appears in ChatGPT.
I use Claude, not ChatGPT.
Same connector, same URL. Here’s the Claude version of this guide.