Integration · Accounting

Connect Claude & ChatGPT to Double

Ask your AI which month-end closes are still open, who has which task, or how a client's profit and loss looks in Double. It can read clients, closes, close tasks, custom tasks, comments, time entries and client files, and pull a client's profit and loss, balance sheet and cash flow. It can also create clients, contacts, closes, tasks and notes.

Connect Double free

Free plan, no credit card. Takes about a minute.

Try asking

“Where are we on the March close for Hansen Bygg?”
The AI finds the client's close for March and lists its close tasks with assignees and due dates.
“What is on Maja's plate this week?”
It lists the close tasks and custom tasks assigned to her.
“Show me Nordic Cafe's profit and loss for Q2.”
It reads the client's profit and loss report for April to June.

What your AI can do

Month-end closes

List closes across clients or for one client, create a close period, and read and update close tasks.

Clients and contacts

Search, read and create clients, read client details and files, and create, update and search contacts.

Tasks, time and reports

Create and update custom tasks, list comments, emails and time entries, and read a client's P&L, balance sheet and cash flow.

“Move the bank reconciliation task to Friday and give it to Jonas.”
It updates the close task's due date and assignee.
“Create a task to request missing receipts from Hansen Bygg, due next Monday.”
It creates a custom task for the client with a due date.
“Add a note to Nordic Cafe that they switched banks in May.”
It creates a digital note on the client.

28 tools for Double

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_clientChanges dataCreate a client with `name`, plus optional accounting `basis`, assigned `user_ids` and fiscal year start.
create_closeChanges dataCreate a month-end close period for a client with `client_id` and `month_date`.
create_contactChanges dataCreate a contact with `first_name`, `last_name`, `email` and `phone_number`, linked to clients via `client_ids`.
create_custom_taskChanges dataCreate a custom task with `task_name`, and optionally `client_id`, `assigned_to`, `due_date` and `priority`.
create_digital_noteChanges dataCreate a digital note on a client with `title` and `body`.
get_balance_sheetGet a client's balance sheet by `client_id` for a date range.
get_cash_flowGet a client's cash flow report by `client_id` for a date range.
get_clientGet one client by ID, with its settings and team.
get_client_detailsGet a client's details (notes and key information) by `client_id`.
get_close_taskGet one close task by `task_id`.
get_contactGet one contact by `contact_id`.
get_profit_and_lossGet a client's profit and loss report by `client_id` for `start_date` to `end_date`.
list_client_closesList a client's month-end closes by `client_id`, optionally for a `year` and `month`.
list_client_contactsList the contacts linked to a client by `client_id`.
list_client_filesList the files stored for a client by `client_id`.
list_close_tasksList month-end close tasks, filtered by `client_id`, `end_close_id` or assignee.
list_closesList month-end closes across clients, filtered by `client_id` and year-month range. Use `is_latest` for just the most recent close.
list_commentsList comments, filtered by `client_id`, `task_id` or date.
list_custom_tasksList custom (non-closing) tasks, filtered by `client_id`, assignee or `type`.
list_emailsList emails logged in Double, filtered by `client_id` or date.
list_projectsList projects (such as tax work) by client and year range.
list_time_entriesList tracked time, filtered by `user_id`, `client_id`, `billable` or dates.
list_usersList the team members in the practice.
search_clientsList or search clients by `name`, `status` or `id`.
search_contactsSearch contacts by `email` or `phone_number`.
update_close_taskChanges dataUpdate a close task by `task_id`: change `assigned_to`, `due_date` or `sub_text`.
update_contactChanges dataUpdate a contact by `contact_id`, including linked clients and portal access. Only the fields you pass change.
update_custom_taskChanges dataUpdate a custom task by `task_id`: change `assigned_to` or `due_date`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Double from the app list.
2
Paste your key
Paste the Client ID and Client Secret from Double. You create them in Double under practice settings › General › Generate API Key, or you can get them from your CSM or [email protected]. No separate sign-in is needed.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Double?

The AI can search and read clients, client details, files, contacts, closes, close tasks, custom tasks, projects, comments, emails, time entries and users, and read a client's profit and loss, balance sheet and cash flow. It can create clients, contacts, closes, custom tasks and digital notes, and update contacts, custom tasks and close tasks.

Does the AI see my Double credentials?

No. Your Double credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. New clients, new closes and reassigned tasks change what your team sees, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Double connects with OAuth, and this OAuth connection needs the PipMCP Pro plan. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Double account.

Where do I get the Client ID and Client Secret?

In Double, open practice settings › General and click Generate API Key. That creates an API client with a Client ID and Client Secret. You can also ask your CSM or [email protected] for credentials. There is no sign-in step: PipMCP uses the two values to get access on its own.