Brokerage Actions
Installation note
If you use the direct installer, Windows may show Windows protected your PC. Choose More info, then Run anyway.
Version 0.9.225 · updates itself
Install Brokerage Actions
Install the app, enter the access code your office gave you, then connect it to Claude.
Installation note
Drag the app to Applications. The first time you open it, macOS blocks it: go to System Settings → Privacy & Security and choose Open Anyway.
Set up
About five minutes, once per computer.
- Open the app and enter your access codeYou only do this once. Leave the app open.
- Connect BA Records in ClaudeIn Claude, open Settings → Connectors, find BA Records and choose Connect. It recognizes the app you just set up; if the app is closed, it asks for your access code instead.
- Link Claude DesktopIn Brokerage Actions, choose Link Claude Desktop. If asked, restart Claude Desktop once.
Help
BA Records isn't listed in Claude
Choose Add custom connector, name it BA Records, and enter
https://brokerops.twinpaths.org/mcp. Then connect with your access code.
Signing in to office systems
Use Browser Login in Brokerage Actions when you're ready to sign in to an office system. Saving a login is optional and stays encrypted on this computer.
Why does my computer show a warning?
The direct downloads aren't signed with an Apple or Windows certificate yet, so each system warns once on first launch. The Microsoft Store version doesn't. Updates are always checked against our own signing key.