Connect Claude to your insurance register

One record per policy: what is insured, who by, what it costs and when it renews. Give Claude the URL below, sign in, and approve what it asks for — nothing else has to be registered by hand.

The URL

https://finance-api.hayes2.com/mcp

It has to be this URL exactly. Tokens issued for this API name it, and an address it is not reached by refuses them. Unlike the tasks and knowledge connectors, there is no app in front of this one, so this API's own address is the address.

Claude on the web, desktop or mobile

Open Settings → Connectors.
Choose Add custom connector and paste the URL above.
Press Connect, sign in, and approve the access it asks for.

Claude Code

claude mcp add --transport http mainframe-finance https://finance-api.hayes2.com/mcp

Then run /mcp inside Claude Code and pick this server to sign in. Add --scope user to the command to have it available in every project rather than just this one.

What you are approving

Signing in shows a consent screen naming the client and everything it asked for:

Access	What it means
`finance:read`	Read the insurance policies on your register
`finance:write`	Add, change and remove policies
`offline_access`	Stay connected without signing in again every hour

Approving is what grants anything. Registering a client on its own grants nothing.

What Claude can do once connected

Tool	Needs	What it does
Policies - List `policies_list`	`finance:read`	Every policy, soonest renewal first, with what each costs a year
Policy - Read `policy_read`	`finance:read`	One policy in full, as the schedule records it
Policy - Create `policy_create`	`finance:write`	Adds a policy to the register
Policy - Update `policy_update`	`finance:write`	Changes the fields given, which is how a renewal is recorded
Policy - Delete `policy_delete`	`finance:write`	Removes a policy for good

Claude is only offered the tools your approval covers, so an approval that covers reading cannot change a policy by any other means.

Managing or removing access

Every connection shows up under Connected apps on your account page. Disconnecting one there signs it out and forgets the approval, so it has to be approved again rather than quietly reconnecting.

If it will not connect

Check the URL ends in /mcp. The address without it is this page.
A connector added before you had access to this API will keep failing until you remove it and add it again.
If Claude can read your policies but cannot change them, the approval covered finance:read only — disconnect it on your account page and connect again.