Money Magnified,inside Claude.
Connect your account and ask in plain English. Claude finds the record, makes the change and tells you what it did, using only what your role allows.
Claude
with Money Magnified
Add Priya Shah as a new client, [email protected], and remind me to call her on Friday.
Money Magnified
- Checked for an existing client
- Created client Priya Shah
- Added task: Call Priya Shah, Friday
Done. Priya Shah is now a client (there was no existing record for her), and you have a task to call her on Friday.
Two parts, about five minutes
The connector lets Claude work in your account. The skill teaches it how to work there well.
The connector
Gives Claude the Money Magnified tools to search, create, update and sync. It signs in as you, so Claude can only see and change what your role can.
The skill
A short guide Claude reads before it works in Money Magnified: look records up before changing them, check for duplicate clients, and confirm with you before saving anything.
What you need
A Claude account
The connector works on every Claude plan: on claude.ai, in the desktop and mobile apps, and in Claude Code. The skill needs a Pro, Max, Team or Enterprise plan.
The AI assistant switched on for you
Company owners always have it. For everyone else, an owner opens SettingsRoles, picks the role and switches on AI assistant.
The right company open
Claude connects to the company you have open in Money Magnified when you allow access. If you work in more than one, switch to the right one first.
Connect Claude to Money Magnified
- 1
Add the connector
In Claude, open CustomizeConnectors and choose Add custom connector. Name it Money Magnified and paste this URL:
https://api.moneymagnified.com/api/mcpKeep the sign-in settings Claude fills in for you and click Add. There is no key or password to enter.
On a Team or Enterprise plan, an owner adds it once under Organization settingsConnectors (choose Add, then Custom). Everyone else finds Money Magnified in their own Connectors list and goes straight to step 2. - 2
Connect your account
Click Connect next to Money Magnified. The Money Magnified sign-in opens (in your browser if you use the desktop app). Check the company name on the screen and click Allow access. Back in Claude, Money Magnified shows as Connected.
- 3
Add the skill
Download the skill, then in Claude open CustomizeSkills, upload the zip file as a new skill and select Turn on.
Skills need a Pro, Max, Team or Enterprise plan with Code execution and file creation switched on under SettingsCapabilities.
money-magnified-skill.zip - 4
Ask for something
In a chat, select + in the message box, then Connectors, and check Money Magnified is switched on. Then ask, for example: “Find Tom Baker and show me his next appointment.”
Claude may ask before it uses a Money Magnified tool. Choose Allow once, or Always allow for the tools you are happy for it to use freely. Once connected, Money Magnified also works in the Claude mobile app on the same account.
Talk to it like a colleague
A few things people ask on day one. Claude only offers tools for the parts of Money Magnified your company uses.
Clients
- What's Tom Baker's phone number?
- Create a client for Priya Shah, [email protected].
- Add a note to Sarah Jones: wants a valuation in the spring.
Diary and tasks
- What's in my diary tomorrow?
- Book Sarah Jones in for a viewing at 14 Mill Lane on Saturday at 11.
- Remind me to chase the Hughes paperwork on Monday.
Properties
- Sync 14 Mill Lane to Rightmove and Zoopla.
- Log an offer of £350,000 on 14 Mill Lane from Sarah Jones.
- Book an inspection at Flat 3, 22 Oak Road for next Tuesday.
Enquiries and email
- Show me the enquiries that came in this week.
- Link the enquiry from Jane Cole to her client record.
- Draft a reply to Tom thanking him for coming to the viewing.
What Claude can and can’t do
It can
- Find and read clients, properties, appointments, tasks, enquiries, files and emails your role can open.
- Create and update clients, properties, appointments, tasks and groups, and add notes.
- Log offers, valuations, tenancies, repairs and inspections on a property.
- Sync a property to Rightmove, Zoopla, OnTheMarket and your website.
- Draft emails, and send them from a mailbox you have connected.
- Cancel appointments and archive clients or properties. Archived records can be restored.
It can’t
- Permanently delete anything.
- Change your company's settings, roles, users or billing.
- See or do anything your role can't in Money Magnified.
- Work in a company other than the one you connected.
Safe by design
Claude works through the same permissions as the Money Magnified app, and you can cut it off at any time.
Signs in as you
You sign in on Money Magnified’s own page. Claude never sees your password, and no API key is made.
Your role sets the limits
Each person connects their own account, and Claude gets exactly the access that person has.
You approve the actions
You choose which tools Claude must ask you about first, and the skill has it confirm before it saves any change.
Disconnect any time
Disconnect from Customize › Connectors in Claude. A company admin can also cut off any connected app in Money Magnified.
What Claude reads from Money Magnified is sent to Claude so it can answer you, under the terms of your own Claude account.
Troubleshooting
The questions people ask most
Need a hand?
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