MosoFin

Connect your AI assistant — Claude Code, Grok Build, ChatGPT, Codex, or any MCP client — to your financial data through the MosoFin MCP server. Sign in once; the plugin is read-only and scoped to the workspace you confirm.

Install

Claude Code

/plugin marketplace add mosofin/mosofin-mcp-plugin
/plugin install mosofin@financehub

Sign in in the browser when prompted.

Grok Build

The plugin uses the same manifest and skill format Grok Build reads. Once the mosofin entry is listed in the xAI plugin marketplace, install it from Grok Build's plugin catalog and sign in when prompted. Listing status and the submission entry are in docs/xai-marketplace-submission.md.

Any other MCP client

Add a remote MCP server at https://mcp.mosofin.com/mcp (Streamable HTTP, OAuth). The client registers itself; no client id or secret is shipped.

ChatGPT and Codex

1. Open ChatGPT on the web → Settings → Apps & Connectors (or chatgpt.com/plugins).
2. Turn on Developer mode if you are adding a custom connector (Settings → Security and login, or Apps → Advanced settings).
3. Create MosoFin:
   • Name: MosoFin
   • MCP server URL: https://mcp.mosofin.com/mcp
   • Authentication: OAuth
4. Complete MosoFin sign-in in the browser.
5. Start a new chat, turn on the MosoFin app/connector, then continue below.

If you see Unknown tool: mosofin.list_workspaces, MosoFin is not enabled for this chat. Connect it as above (or turn the app on in this conversation). That is not a data-source reconnect.

Then:

1. Confirm the workspace for this chat.
2. Ask a business-data question, or run /mosofin:query-workspace.

Update

Plugin hosts do not pick up GitHub changes automatically. After this repo updates, refresh the marketplace and the plugin (Claude Code shown):

/plugin marketplace update financehub
/plugin update mosofin@financehub

Codex and ChatGPT talk to the live MosoFin MCP server, so server tools update without this step. Skill text in this repo updates only after you refresh the plugin as above.

Skills

Skill	When to use
/mosofin:workspaces	List, confirm, or switch the workspace for this chat
/mosofin:connections	See which company files are connected
/mosofin:list-tools	What API operations are available
/mosofin:run-tool	Run one named catalog operation
/mosofin:list-skills	List saved MosoFin skills in the workspace
/mosofin:replay-skill	Replay a saved skill after you confirm
/mosofin:query-workspace	Any open data question, end to end
/mosofin:save-skill	Save a proven workflow after results exist

Finance skills (separate repo)

The accounting skills are not in this repo. They live in mosofin/mosofin-finance-skills and are published through this marketplace as a second plugin:

/plugin marketplace add mosofin/mosofin-mcp-plugin
/plugin install mosofin-finance@financehub

That installs ten read-only accounting procedures — month-end close, bank reconciliation, journal entries, GL coding, financial statements, AR aging, invoice extraction, three-way match, duplicate detection, expense review — which read your live books through the MosoFin connection this plugin provides. They require an active MosoFin subscription; setup is at docs.mosofin.com.

mosofin and mosofin-finance install independently. How the two repos are wired together, and how to cut a finance-skills release, is documented in docs/finance-skills.md.

Public workflow resources

• Financial review prompt library — starting prompts for P&L review, cash questions, A/R exceptions, multi-client work, and selected-company analysis.
• Implementation notes — the workspace, permission, source-grounding, and human-review decisions behind the plugin.
• Multi-client month-end review checklist — public web checklist plus printable PDF, editable workbook, and prompt pack.

These resources are examples, not accounting conclusions. Confirm the workspace, company, period, basis, and available source coverage before a run. MosoFin tools are read-only; the responsible person reviews the support and owns every decision, correction, communication, and sign-off.

Security and network access

Declared for marketplace review (per the xAI marketplace security expectations):

Item	Detail
Network endpoints	https://mcp.mosofin.com/mcp only, hardcoded in .mcp.json. No user-configurable URL.
Credentials	OAuth sign-in completed in the browser; tokens are held by the MCP client. The plugin never reads .env, ~/.ssh, or environment secrets.
Data access	Read-only, scoped to the one workspace you confirm in the chat. No write, post, pay, or reconcile operations.
Executable code	None. The plugin ships SKILL.md text, one agent definition, and an .mcp.json pointing at the HTTP server — no scripts, binaries, hooks, or install steps.
Telemetry	None from the plugin itself.

Submitting this plugin to the xAI plugin marketplace is documented in docs/xai-marketplace-submission.md.

Contributing

Issues and pull requests are welcome for documentation fixes, additional read-only review patterns, and improvements to this connector plugin. Financial skill implementations belong in the separate mosofin-finance-skills repository linked above. Keep examples synthetic, state required source coverage, separate facts from assumptions, and do not add instructions that post, send, pay, reconcile, or otherwise change source records. For a new workflow, include its audience, required inputs, expected output, review checkpoints, and failure behavior.

License

MIT. See LICENSE.