Connect Maxima to your AI tools

Maxima MCP connects compatible AI clients to your Maxima workspace using the Model Context Protocol. Use it to review accounting close checklists, work with task signoffs and supporting links, and read or update Maxima Sheets, subject to your Maxima permissions.

This documentation applies across compatible clients, including ChatGPT, Claude, and Devin. Client features and administrator settings determine availability. This page does not imply that Maxima is listed in any client's directory.

What you can do

• Find checklists and review tasks, statuses, assignments, and dependencies.
• Sign off or undo a signoff on tasks when your permissions and task prerequisites allow it.
• Work with supporting links on tasks you can edit.
• Read and update Maxima Sheets within your authorized workspace.

Example requests:

• "Show me the tasks that still need review for this month's close."
• "Summarize the blocked tasks and their dependencies."
• "Open the supporting Maxima Sheet for this task."

Some tools change records. Review the requested action and target before approving a write in your client. Maxima MCP does not execute money transfers.

Privacy & terms

Data returned by MCP tools is made available to the AI client you authorize. Review that client's data handling settings and policies as well as Maxima's policies.

• Maxima Privacy Policy
• Maxima Terms of Service

Related pages

Maxima MCP - Setup

Maxima MCP - Support & Contact