Claude.ai trial balance Prompt/close_the_month
How to: Claude.ai trial balance close_the_month
Add trial balance to Claude.ai
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01
Open Settings → Connectors → Add custom connector and merge this in. Keep any servers already there.
https://mcp.zovo.one/mcp/trial-balance-
02
Save the file and restart Claude.ai.
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03
close_the_month is surfaced in the connector's menu once the server is linked. Unlike a tool, you invoke it deliberately — Claude.ai will not call it for you.
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04
If it does not appear, check that trial balance is connected and that you are looking at its prompts rather than its tools.
Claude on the web takes a remote URL and completes OAuth in the browser. For a packaged server use Claude Desktop or Claude Code instead. Claude.ai docs
Set these first
trial balance will not start until these are set, so it never reaches Claude.ai.
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MCP_LICENSE_KEY
Same prompt, other clients
Read from the server itself, by connecting to it and calling prompts/list on 24 September 2026.
A listing does not declare its prompts, so asking is the only way to know them, and this
is what the server actually offers rather than what its listing claims. Names only are
stored; connect the server for each prompt's arguments.