RoboSystems guides
Use RoboSystems through Claude, ChatGPT and other MCP clients. Connect a client, choose a graph, analyze SEC filings, and understand credits.
RoboSystems gives AI clients a financial knowledge graph to work on: your company's books and reports, your portfolios, or the SEC filings of public companies. You connect Claude, ChatGPT or any MCP client, sign in, choose a graph, and ask in plain language. These guides cover what's the same whichever graph you use.
Start here
- Connect Claude, ChatGPT or any MCP client: one address, a sign-in, and the setup for each client.
- Sign-in and graph access: the consent screen, one connection per graph, switching graphs, and revoking access.
Working with graphs
- Analyze SEC filings with Claude or ChatGPT: statements, comparisons, disclosures and filing text for 8,000+ public companies.
- Graphs, tiers and credits: what a graph is, how tiers differ, and what uses credits.
By product
- Your books: the RoboLedger docs cover connecting QuickBooks, reporting, planning and the month-end close.
- Building on the platform: the technical docs cover the API, the MCP server in depth, and self-hosting.