The CData MCP Server for Reckon defines each connection to Reckon as a named configuration that Claude can use when sending natural language queries.

You create and manage these configurations using the MCP Configuration Tool. The tool automatically handles formatting, storage, and registration with Claude Desktop.

Understanding Connection Configurations

Each connection configuration is stored in a .mcp file. This file includes the details needed to initialize the connector when Claude starts a session.

• On Windows, configuration files are stored in "~/AppData/Roaming/CData/Reckon Data Provider/".
• On macOS, configuration files are stored in "~/Library/Application Support/CData/Reckon Data Provider/".

The .mcp file is a text file that contains a list of connection properties and a timestamp. For example:

#Tue May 20 15:48:40 EDT 2025
AuthScheme=Basic
User=myUser
Password=myPassword
Security Token=myToken

The configuration tool handles these settings automatically. Each saved configuration enables Claude to launch a dedicated MCP Server instance with the correct connector and options. Manual file editing is not required.

Connecting to Reckon

The server makes requests to Reckon through the CData QuickBooks Desktop Gateway. It runs on the same machine as Reckon and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines. The first time you connect, you will need to authorize the server with Reckon. For more information, refer to our Using the QuickBooks Gateway guide.