You can connect your Relay account to the AI assistants Claude and ChatGPT and ask about balances, transactions, cards, statements, and invoices in plain language.
The Relay Financial connector is currently read-only, so it answers questions about your account and transactions, without moving any money or making any changes to your account.
You can read more about the Relay MCP connector and getting started here.
Beta: The Relay Financial connector is currently in beta and available to only a small group of customers. If you are unable to find it, see Why can't I find the Relay Financial connector? below.
What is the Relay Financial connector?
The Relay Financial connector links your Relay account to Claude or ChatGPT so you can quickly ask questions about your account or financial data. When you connect, you sign in to Relay, choose which of your businesses to share, and choose exactly what the assistant is allowed to access.
If you have more than one business on Relay, any business you do not select stays invisible to the assistant.
What can the Relay Financial connector do?
The connector answers questions about the Relay data you choose to share. It can:
Give you balances across all of your accounts in one answer
Search transactions by account, card, date, or amount
Break down spend by card and by cardholder
Produce totals, groupings, and period comparisons
Look up a statement and give you a secure PDF link
Look up an invoice and give you a secure PDF link
Work across several of your Relay businesses at once
You decide how much of that to allow. During setup you choose from eight permissions:
View your businesses and their details — your organization names and details
View your accounts and balances — your account list and balances
View your transactions — transaction search and totals
View your cards and their details — card and cardholder data
View your account statements — statement lookup and PDF links
View your invoice customers — customer names, emails, phone numbers, and billing addresses, plus status and created and updated dates
View your products and services — your invoice item catalog, including name, description, price, type, SKU, and unit of measure
View your invoices — amounts, status, invoice number, memo, dates, line item details, and the customer's name and email. Payment methods are never included.
Your permission choices apply across every business you selected.
What can the Relay Financial connector not do?
The connector is read-only. It cannot:
Move money
Initiate payments
Issue or freeze cards
Change any setting in your Relay account
Create or send an invoice
If you ask the assistant to do any of these, it will not perform the action. For actions listed here, sign into Relay directly yourself to complete these.
Is it safe to connect Relay to Claude or ChatGPT?
Yes. The connector is read-only apart, it can only see what the team member who connected it can already see in Relay, and any business you do not select stays invisible to the assistant.
You choose which businesses to share and which of the eight permissions to grant, and you can disconnect at any time.
Conversations you have with Claude or ChatGPT are also covered by that provider's privacy policy. Review it before you connect. You can read how Relay handles your data in the Relay privacy policy.
Who on my team can connect Relay to Claude or ChatGPT?
Any team member with a Relay login can create a connection. What the assistant can see reflects that team member's Relay account permissions, so if an accountant or bookkeeper on your team connects, the assistant sees only what they can already see in Relay.
How do I connect Relay to Claude?
Relay Financial can be located on the Claude store listing here.
Connecting Relay to Claude takes two steps: you add Relay as a custom connector, then you connect it to your Relay account.
Step 1: Add the custom connector
In Claude, go to Settings and select Connectors.
Select Add custom connector. Depending on your version of Claude, this may appear as Add, then Custom.
Enter Relay Financial as the connector name, then the server URL.
Select Add.
Complete any sign-in or authorization you are prompted for.
Step 2: Connect the connector to Relay
In Claude, go to Settings and select Connectors.
Find Relay Financial in the list, or search for it, and select Connect.
Sign in to your Relay account on the page that opens.
Select Review Access.
Choose which of your Relay businesses to share with Claude, then select Continue.
Review the eight permissions and select the ones you want to give Claude, then select Continue.
Review your selections one final time and select Approve. Your Relay account is now connected to Claude.
To use the connector in a conversation, open a Claude chat, select the + button, select Connectors, and turn on the connector you want to use.
How do I connect Relay to ChatGPT?
In ChatGPT, select your profile icon and open Settings.
Under the Integrations heading, select Plugins. Depending on your version of ChatGPT, this may appear as Apps & Connectors.
Search for Relay Financial and select the + button.
Sign in to your Relay account on the page that opens.
Select Review Access.
Choose which of your Relay businesses to share with ChatGPT, then select Continue.
Review the eight permissions and select the ones you want to give ChatGPT, then select Continue.
Review your selections one final time and select Approve. Your Relay account is now connected to ChatGPT.
Do I need a paid Claude or ChatGPT plan?
It depends on which assistant you use.
Claude: free accounts can add a maximum of one custom connector. Paid accounts can add more. For details about your plan, contact Anthropic Support.
ChatGPT: free accounts cannot add a custom connector at all. You need a Pro, Business, Enterprise or Edu account. For details about your plan, contact OpenAI Support.
What can I ask once Relay is connected?
Ask in plain language, the way you would ask a bookkeeper. For example:
"Can you give me a balance summary of my accounts in my Relay org?"
"Show me every transaction over $500 on my Operating account last month."
"How much did each cardholder spend in September?"
"Compare my Payroll account balance at the end of August versus the end of September."
"Find my September statement for the Tax Reserve account and give me the PDF."
"Which of my businesses has the lowest checking balance right now?"
How do I disconnect Relay from Claude or ChatGPT?
You can disconnect at any time, and reconnect later using the steps above.
In Claude
Go to Settings and select Connectors.
Find the Relay Financial connector in the list, or search for it, and open it.
Select Disconnect in the top-right corner, then select Disconnect again to confirm.
In ChatGPT
Go to Settings and select Plugins.
Find the Relay Financial connector in the list, or search for it, and open it.
Select Uninstall in the top-right corner, then select Uninstall again to confirm.
Why can't I find the Relay Financial connector?
The connector is in a limited beta, so it may not have reached your account yet.
The other common reason is your Claude or ChatGPT plan. Custom connectors are not available on every plan — see Do I need a paid Claude or ChatGPT plan? above.
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