Piyzi MCP Server: connect your business to your AI tool

Piyzi MCP Server opens your Piyzi reports to Claude. Once connected you can ask questions in plain language — “how are we doing this month”, “who owes us money”, “how much revenue did each staff member bring” — and the answers come from your own Piyzi data.

What it can and cannot reach

The connection is read-only. It can see seven reports:

• Business overview — appointments, sales, collections, customers and packages

• Cash register report — income, expense, net cash flow, payment method breakdown

• Customer report — debtors, lapsed customers, filtering by spending

• Staff report — revenue and commission per person

• Product stock report — stock on hand, stock value, out-of-stock items

• Package sales report — packages sold, collected and outstanding amounts

• Acquisition channel report — where your customers come from

The connection is bound to your account: Claude cannot go beyond the reports you are allowed to see in the panel. If you lack a report permission Claude cannot see it either, and if a permission is removed later, access closes at the same moment.

Requirements

• The relevant report permissions on your Piyzi account (business owners have all of them).

• A Claude account on a plan that supports adding connections.

• Knowing which business the connection is for; if you have several, you pick one on the approval screen.

Setting up the connection

1. Open Pi Store from the left menu.

2. Click the “Piyzi MCP Server” card.

3. Give the connection a name (for example “My office computer”) and press “Create Connection”.

4. Copy the connection key shown on screen; it is displayed only at that moment.

5. Copy the server address from the same screen.

6. Paste the server address when adding the connection in Claude and grant permission with your Piyzi account when asked.

A separate connection per device

Creating a separate connection for your office computer and your laptop is recommended. If you lose one device you revoke only that connection and the others keep working. You can have at most 10 open connections at a time.

Revoking a connection

1. Open Pi Store → Piyzi MCP Server.

2. Press the bin icon next to the connection you want to revoke.

3. Confirm; access stops immediately.

Security

• The connection key is a password: whoever knows it sees the reports you can see. Do not share it in chat groups, shared documents or screenshots.

• The key is shown only when it is created; Piyzi cannot show it again because only a hashed digest is stored. If you lose it, create a new connection.

• If you suspect the key reached the wrong person, revoke it without waiting.

• Reports contain personal data such as customer names and amounts; only give the connection to applications you use yourself.

Troubleshooting

• Claude says it cannot connect: make sure you copied the server address in full; it must end with /mcp.

• You get a “no permission” answer: the matching report permission may be closed. Ask your business owner to enable the Reports permission; once enabled you do not need a new connection.

• Numbers differ from the panel: check the date range. “This month” runs from the first of the current month to today, “last month” covers the whole previous month; pick the same range in the panel and the numbers match exactly.

• I see three different “outstanding” figures: they measure different things and must not be added up. “Pending receivables” in the overview are payment records with a due date; “remaining amount” in the package sales report is the uncollected part of packages sold in that period; “total debt” in the customer report is the open balance of non-cancelled sales cards.

• Every staff member shows zero: revenue is counted only for transactions with an assigned staff member. If no one was selected on a package or product sale, the amount appears on no row — it does not mean the business had no revenue.

• Too many requests warning: asking many questions back to back hits the per-minute limit. Wait a minute and continue.

• Data from the wrong business: a connection is bound to the business you chose while granting permission. Create a separate connection for the other business.