Setup guide
Connect Claude to Reimgo
This guide takes about five minutes. You need a Reimgo account, and a Claude account that lets you add a custom connector. The connection is read-only.
Before you start
Your company is on Reimgo Connect. AI apps are part of the Reimgo Connect plan, and of every free trial.
An admin switches on AI apps. AI apps are off by default. In Reimgo, an admin opens Settings, finds AI access and switches on People can connect AI apps.
Get the address for AI apps. Once AI apps are on, the admin sees it under Address for AI apps. It is https://app.reimgo.com/mcp and is the same for everyone.
Each person connects their own app. Nobody can connect an app for someone else, and the app only ever sees what that person can see.
Connect Claude
- Add a connectorIn Claude, open Settings, then Connectors, and add a custom connector.
- Paste the addressName it Reimgo and paste the address for AI apps, https://app.reimgo.com/mcp.
- Sign in to ReimgoChoose Connect. Reimgo opens in your browser. Sign in the way you always do.
- Check the screenReimgo shows which app wants to connect and where it sends you back. Read the list under "If you allow it, the app can see:".
- Press AllowYou go back to Claude. Ask it a question, such as "What are my 3 most recent expenses in Reimgo?"
Other MCP apps
Reimgo works through the Model Context Protocol (MCP) with OAuth sign-in, so other AI apps that support MCP with sign-in may also connect. We have tested Claude, and MCP Inspector for developers. Other apps have not been tested yet.
Whichever app you use, the same rules apply: you allow it on a Reimgo screen, it is read-only, and it sees only what your role can see. If an app you rely on does not connect, tell us which one.
What the app can see
Each item is something the app can ask Reimgo for. It gets an item only if your role in Reimgo includes it.
| What it reads | What it gets back | Who gets it |
|---|---|---|
| Who is connected | Your roles, company and time zone (not your name or email) | Everyone |
| Search help | Finds answers in the Reimgo help centre | Everyone |
| Read a help article | The full text of one help article | Everyone |
| Your expenses | Your own expenses, newest first, including drafts not yet sent | Anyone who claims expenses |
| One expense | Amounts, category, status, policy results and history of one expense you can see | Anyone who claims expenses; managers and finance for what they can see |
| Receipt status | Whether a receipt has been read, and the fields read (never the image) | Anyone who claims expenses |
| Categories | Your company's expense categories and when a receipt is needed | Everyone |
| Exchange rate | The rate Reimgo would use to convert a currency on a date | Everyone |
| Spending totals | Totals by category, cost center, project or month, never by person | Managers, finance and admins |
| Your policy | The expense policy that applies to you today | Anyone who claims expenses |
| Try a policy rule | How many recent expenses a draft rule would flag (counts only) | Admins |
| Your reports | Your own expense reports and what is waiting, to be paid back or paid | Anyone who claims expenses |
| One report | A report's expenses, policy results, comments and approval progress | Anyone who claims expenses; managers and finance for what they can see |
| Check a report | What stops a report from being sent, and what needs a reason | Anyone who claims expenses |
| Waiting for you | Requests waiting for your approval, with totals and policy flags | Approvers and finance |
| One approval | A request you take part in and the report behind it | Approvers and finance |
| Ready to pay back | Totals ready to pay back per company and currency (no people, no bank details) | Finance |
| Pay-back batches | Recent pay-back batches with status, total and value date | Finance |
| Accounting status | Lines not yet exported and categories not yet mapped | Finance and admins |
| Refused ledger entries | Journal entries a connected ledger refused, with the reason | Finance and admins, with a ledger connection |
People appear as person_1, person_2. Bank, card, salary and contact details are never sent. Every tool call is recorded in your audit trail.
Remove an app or switch AI apps off
To remove one app, open your Profile in Reimgo and remove it under Connected AI apps. Removing Reimgo inside the AI app alone may not end the connection in Reimgo, so remove it in Reimgo too.
To switch AI apps off for everyone, an admin switches off People can connect AI apps in Settings. That ends every connection in the company at once. People connect again if it is switched back on.
Troubleshooting
| What you see | What it means | What to do |
|---|---|---|
| "AI apps are switched off for your company. An admin can switch them on in Settings." | Your company has not switched on AI apps. | Ask an admin to switch on People can connect AI apps. |
| "AI apps are part of the Reimgo Connect plan. An admin can change the plan under Billing." | Your company is not on Reimgo Connect, or its trial ended. | Ask an admin to change the plan under Billing. |
| "This request has expired or was already used. Start again from the AI app." | The sign-in link lasts 10 minutes and works once. | Start the connection again from Claude. |
| "Not verified by Reimgo" | Reimgo has not checked who makes the app. | Only allow apps you trust and added yourself. |
| The app asks you to connect again | AI apps were switched off, your company left Reimgo Connect, or the connection was removed. | Ask your admin, then connect again. |
| The app says it cannot see something | Your role in Reimgo does not include it. | Ask an admin whether your role should include it. |
Not using Reimgo yet?
Set up your company, invite your team, then connect Claude.