Set up an AI bookkeeper in Malaysia — step by step (2026)

What are you actually setting up?

Three things that already exist, wired together once. Nothing of ours is installed on your computer.

• Your AI assistant — the one you already pay for. It does the reading and the typing.
• Taokeh — your books. It receives what the AI files, as a draft, and shows it to you.
• A folder on your computer that you drop documents into. Any folder. You name it.
• The connection between them is a connector: one URL, 41 tools, added once.

How do you connect your AI to your books? (steps 1–3)

This is the spine. Do it once; every other Taokeh playbook assumes it is done.

• 1. Get the add-on on. In Taokeh, open Integrations → AI connector and switch on the Ask Taokeh add-on — RM29/mo, and it is already on during your 14-day trial.
• 2. Install the client. Claude Desktop is the primary track here because it can watch a folder on your own machine. If you would rather work in a browser, claude.ai on the web does steps 3 onward identically, minus the folder.
• 3. Add the connector. In Claude Desktop, open Settings → Connectors → Add custom connector. Name it Taokeh, paste https://taokeh.my/mcp as the URL, and click Add. Sign in to Taokeh on the screen that opens and approve the access.
• Check it took. Start a new chat and ask: “list the Taokeh tools you can see”. You should get a list, not an apology. If you get nothing, quit the app fully and reopen it — closing the window is not enough.

How do you get a bill into the books? (steps 4–6)

Make a folder — anywhere, any name. Ours was called Inbox. Drop two or three real supplier bills or receipts into it, as PDFs or photos.

Then paste the block below into a new chat. This is the exact wording we ran; it is not an example we made up.

• 4. Make the folder and put the documents in it.
• 5. Paste the instruction block into a new chat, with your folder’s real path in place of ours.
• 6. Read what it tells you. It should name each document, the amount it read, and where it filed the draft. If it says a figure was unclear, it is telling you the truth — check that one against the paper.

Watch the folder ~/Documents/Taokeh/Inbox.

For each document in it:
1. Read the file yourself, then call Taokeh's intake_contract to see what the books need.
2. Call request_attachment_upload, PUT the original file to the URL it gives you, and pass the token to the draft — I want the original attached, always.
3. File it: an expense draft for something we consumed, a bill draft for stock we resell.
4. Never guess a digit. If any figure is unclear, file it anyway with the amount flagged uncertain and tell me which figure to check.
5. Report back: the vendor, the amount, and the link to the draft.

Do not post anything. Drafts only — I approve them in Taokeh.

What happens when it reads the same bill twice?

Nothing bad, and this is worth knowing before you trust it. We filed the same TNB bill a second time on purpose.

Taokeh answered that a matching draft already existed, created nothing new, and handed back the first draft. One bill, one draft, regardless of how many times your AI sees the file.

A misread is handled the same way: your AI revises the draft it already filed rather than filing a competing one, and the approval card shows you the revised figure and a note saying the AI changed it.

How do you tell it where to put the files afterwards? (step 7)

This part is yours, not ours. We do not ship a filing scheme, because your shelf is not our shelf.

Tell your AI how you want processed documents organized, in one sentence, and it will do that with its own file tools. The instruction we ran was:

• 7. Add your own organizing sentence to the chat — one line, plain words. Example, and only an example:
• “After you file a document, move it out of Inbox into Filed and rename it <date>-<vendor>-<amount>.pdf. If you could not read it, leave it in Inbox, rename it NEEDS-ME-<name>, and tell me why.”
• Any scheme works: by month, by supplier, by project, or none at all. Taokeh neither sees nor needs your folder.

How do you make it run without you? (step 8)

Honestly: it depends on your client, so here is what each one really does.

• 8a. Claude Desktop / claude.ai. Wherever your plan offers a scheduled or recurring task, create one and point it at the same instruction block. Anthropic ships recurring tasks on paid plans; the exact label has moved more than once, so look for “schedule” or “recurring” in your app.
• 8b. If your client has no scheduler, save the block as a saved prompt or project instruction and run it on a fixed day — the first of the month, or the day the statement lands. A habit on a date beats an automation you never set up.
• 8c. ChatGPT. It supports custom MCP connectors through developer mode and the same https://taokeh.my/mcp URL, but availability varies by plan. We do not describe its screens here because we have not run them.

What still needs you?

Open Taokeh, look at the drafts, and tap approve. That is the whole residual job — and it is deliberately yours.

Frequently asked questions

Updated August 2026

This playbook is general information for Malaysian SMEs, not tax, legal or accounting advice. Screens in third-party AI apps change — the steps here are as at August 2026; confirm against your app if a screen looks different.

More playbooks

• Automate bill entry from your email with AI
• Talk to your books — the connector, in plain English
• Taokeh MCP server — developer documentation

Related sources

• Anthropic — Get started with custom connectors using remote MCP
• Model Context Protocol — connect to remote MCP servers