Helpio for Claude

What the connector does

Helpio is a Swedish business system: CRM, quotes and orders, invoicing, bookkeeping, projects and time, HR and salary, support and board work, all on the same data. The Helpio connector lets Claude look things up and do work in Helpio for you. Ask "which deals closed this month?", "what is overdue in accounts receivable?" or "add a task for Anna next Tuesday", and Claude reads or registers it in Helpio.

Claude acts as you. It can never do more than you are allowed to do in Helpio: your role, your permissions and the workspace's modules decide which tools it gets, and every call is checked again on Helpio's side.

What you need

A Helpio account. The connector is included in every Helpio plan, and every user connects their own Claude.
A Claude plan that supports connectors.

Connect Claude to Helpio

In Claude, open Settings → Connectors, find Helpio in the directory and click Connect. You can also click Add custom connector and paste the server address https://api.helpio.nu/mcp.
Claude sends you to Helpio. Sign in the way you normally do: one-time code by email, BankID or your company's single sign-on.
On the approval page you see the client's name and every permission with a checkbox. If you belong to several workspaces, choose the default workspace and tick any others the connection may also reach.
Tick what Claude may do and click Approve.

On a Team or Enterprise plan, an owner first adds the connector for the organisation, and then each user connects with their own Helpio account.

In Claude Code, add the server over HTTP and sign in with /mcp:

claude mcp add --transport http helpio https://api.helpio.nu/mcp

Permissions you can give

What you tick is exactly what Claude gets, even if it asked for fewer or more. Read is always on. Salary, Board and share register, and Budget and prognosis are never ticked in advance.

Read: customers, contacts, deals, quotes, orders, invoices, tickets, tasks, time, reports and key figures.
Read personnel information: staff directory, organisation, employment terms, absence and vacation days.
Import staff and absence from a file or a list.
Salary: salary runs, drafts, approvals, payslips and payment files. Personal identity numbers and bank accounts are always masked.
Board and share register: meetings, agendas, minutes, decisions and the share register.
Budget and prognosis.
Create and change CRM data: customers, contacts, deals, tasks, activities, quote drafts and campaign drafts. Nothing is sent to customers.
Register time and projects.
Submit documents to finance: receipts and supplier invoices for review, invoice drafts and invoice imports.
Create and update tickets and internal notes.
Send to customers after your confirmation: quotes, invoices, ticket replies and email campaigns.
Book and pay after your confirmation: book supplier invoices, create payment files and correct journal entries.

Permissions your role or the workspace's modules cannot use are greyed out.

What Claude cannot do

Move money. Sending a payment file to the bank is not available to Claude, whatever you approve. Claude can prepare a payment file, and you send and sign it yourself in Helpio or in your bank.
Act without your yes on anything that leaves Helpio or changes the books. Sending a quote, an invoice, a ticket reply or a campaign, and booking or correcting entries, is a two-step action: Claude shows a preview, and nothing happens until you confirm it in the chat. A confirmation is valid once, for ten minutes, and is refused if the data changed after the preview.
Delete anything, except records under Board and in the share register after your yes. It never deletes a journal entry or opens a locked period.
File declarations or sign anything.
See home addresses. Personal identity numbers and bank account numbers are always masked.

Everything Claude creates is saved in your name and marked "via Claude" in the activity history and the API log.

Several workspaces

If you work in several companies, for example as an accounting consultant, one connection can reach all of them. Name the company in your request ("show unpaid invoices in Acme"). Claude reads from the default workspace when you don't say, but Helpio refuses to prepare, create, change, book or send anything until the company is named, so nothing ends up in the wrong company. Every answer says which company it came from.

Example prompts

"Which deals are in the pipeline right now, and what is the total value per stage?"
"Give me an overview of Svensson & Partners: contacts, open deals, quotes and support tickets."
"Create a follow-up task for me next Tuesday on the deal with Karlsson Finans."
"Which customer invoices are overdue, and how much do they add up to?"
"Compare this month's income statement with the budget and explain the largest differences."

Limits

Each user can make at most 60 calls per minute.
Each workspace has a daily number of tool calls that depends on its size: 2,000, 5,000 or 20,000. The counter resets at midnight Swedish time.

When a limit is reached, Claude is told so in plain text and can try again later.

Security and privacy

Sign-in: OAuth 2.1 as defined by the Model Context Protocol. You sign in on Helpio's own page, never in Claude, and Claude never sees your password. The access token is valid for one hour and renewed while the connection is in use. A connection unused for 30 days must be approved again.
Bound to you: the token is valid only for you, only for the workspaces you chose and only for Helpio's MCP server. If the workspace requires BankID or single sign-on, connections approved with a weaker sign-in are disconnected.
Untrusted text: notes, emails and ticket messages can contain instructions written by someone else. Helpio returns them marked as data, so Claude treats them as content and not as commands.
Your data: what Claude reads is sent to Anthropic under your own agreement with Anthropic. Helpio never sees your conversation with Claude, only the tool calls, and does nothing more than answer them. Each call is written to the workspace's API log with user, client, tool, result and time. The arguments and answers are kept only if the workspace has chosen to store request bodies in the API log, and file contents never are.

Read Helpio's privacy policy and data processing agreement.

Disconnect

In Helpio, open Settings → AI → AI clients (MCP) and click Disconnect next to the connection. It stops working on the next call. An administrator can choose Whole workspace to see and disconnect everyone's connections. A connection also stops working when the user is deactivated or the workspace is closed.

Troubleshooting

Claude says a tool is missing: the permission was not ticked, or your role or the workspace's modules do not allow it. Claude tells you which permission is missing. Disconnect and connect again with it ticked.
"Not available to Claude": the tool sends payments to the bank, which Claude can never do. Do it in Helpio.
The connection stopped working: it was unused for 30 days, disconnected, or the workspace switched on BankID-only or required single sign-on. Connect again.
Claude works in the wrong company: ask "which company are you connected to?" and name the company in your request.
A confirmation was refused: it expired after ten minutes, was already used, or the data changed after the preview. Ask Claude to prepare it again.

Support

Email support@helpio.nu. Helpio AB, company reg. no. 559582-5125, Särö, Sweden.