> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myclerkbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

> Three connections: a mailbox for reading receipts, your own AI provider key, and WhatsApp.

Integrations are the connections myClerkBook makes to services you already use.
There are three of them, they all live on the **Integrations** screen in your
settings, and each can be disconnected at any time.

None of them is a bank. There is no bank connection on this screen, on any
plan, and no facility to add one.

<CardGroup cols={3}>
  <Card title="A mailbox" icon="envelope">
    Gmail, Outlook or iCloud, read only, feeding receipts into parsing.
  </Card>

  <Card title="Your own model key" icon="key">
    Anthropic, OpenAI or Google, for running the Agent on your own billing.
  </Card>

  <Card title="WhatsApp" icon="whatsapp">
    One number, used for both alert delivery and chatting with the Agent.
  </Card>
</CardGroup>

## Connecting a mailbox

A connected mailbox feeds incoming financial mail, receipts, invoices and
payment confirmations, into the same parsing pipeline an uploaded file goes
through.

<Steps>
  <Step title="Choose a provider">
    **Gmail** and **Outlook** connect by signing in with that account and
    granting read access. myClerkBook asks for reading permission and nothing
    else, so it cannot send, delete or file your mail.
  </Step>

  <Step title="iCloud connects a little differently">
    Apple offers no equivalent sign-in for third-party mail access, so iCloud
    is connected with an **app-specific password** you generate on your Apple ID
    account page. myClerkBook never receives your Apple ID password itself.
  </Step>

  <Step title="Parse from the Email screen">
    Each book has an **Email** screen listing synced messages with sender,
    subject and a snippet, each carrying a **Parse** action. The entry it
    creates belongs to the book you were in.
  </Step>
</Steps>

**Up to five mailboxes**, counted across all three providers together. Mail
parses come out of the same daily allowance as uploaded files, so there is one
number to keep track of rather than two. See
[AI Powered](/features/ai-powered) for what the allowance is on each plan.

A connected mailbox is also selectable as a destination for an alert, on top of
the address you registered with.

## Your own model key

The myClerkBook Agent runs on an in-house model by default, with a monthly
allowance included in the add-on. Connect an **Anthropic**, **OpenAI** or
**Google** key instead and the Agent runs on that key, under your billing, and
draws none of the included allowance.

* **It applies to the Agent only.** Document parsing always runs on the
  in-house model, and your key is never used for it.
* **Keys are stored encrypted** and can be removed at any time, which returns
  the Agent to the included allowance.
* **WhatsApp chat always runs on the in-house model**, whether or not you have
  a key connected.

## WhatsApp

One number, linked once, doing two jobs.

|                | What it does                                                       | Plan         |
| -------------- | ------------------------------------------------------------------ | ------------ |
| Alert delivery | Sends a Smart Insight to WhatsApp instead of, or as well as, email | Premium      |
| Agent chat     | Answers questions about your books in a WhatsApp conversation      | Agent add-on |

**Chat over WhatsApp is ask mode and read only.** It answers questions and
surfaces figures. It creates nothing, changes nothing and deletes nothing, and
the tools that would let it do so are not available on that surface at all.
It also works across your whole account rather than inside a single book. To
create an entry, a widget or an alert by asking, use the Agent inside the
product.

SMS delivery for alerts uses the same linked number and is Premium, alongside
WhatsApp delivery.

## What each connection can reach

| Connection     | Access it has                                       | Access it does not have            |
| -------------- | --------------------------------------------------- | ---------------------------------- |
| Gmail, Outlook | Reading your mail                                   | Sending, deleting or organising it |
| iCloud         | Reading your mail, through an app-specific password | Your Apple ID password             |
| Model key      | Running the Agent's requests                        | Document parsing                   |
| WhatsApp       | Delivering alerts, answering questions              | Creating or changing anything      |

## Related features

<CardGroup cols={2}>
  <Card title="AI Powered" icon="wand-magic-sparkles" href="/features/ai-powered">
    What a connected mailbox feeds, and what the Agent does with a key.
  </Card>

  <Card title="Smart Insights" icon="bell" href="/features/smart-insights">
    The alerts that WhatsApp and SMS deliver.
  </Card>
</CardGroup>

<Card title="Next: Collaboration" icon="arrow-right" href="/features/collaboration">
  Sharing a book, the two access controls, and the activity log.
</Card>