> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Use the Help Center with AI tools

Ask Zera answers questions from these guides, and every page works with ChatGPT, Claude and any MCP-compatible AI tool.

## Ask Zera

**Ask Zera** answers questions about using ZeraBooks from the guides in this Help Center, and links the guides it used.

1. Click **Ask** at the top of any page, or press <kbd>⌘</kbd> <kbd>I</kbd> (<kbd>Ctrl</kbd> <kbd>I</kbd> on Windows).
2. Type your question, for example "Why doesn't my statement tie?", and press <kbd>Enter</kbd>.
3. Read the answer and open a source under **Sources** for the full steps. Ask a follow-up in the same conversation.

You can also hover over any paragraph in a guide and click the small question button beside it to ask Zera to explain that part.

{% hint style="info" %}
**Note:** Ask Zera only knows these public guides. It can't see your books or your account, and it doesn't give tax or legal advice. For a question about your own data, it tells you where in ZeraBooks to find it.
{% endhint %}

## Open a page in ChatGPT or Claude

1. Click the arrow beside **Ask** at the top of the page.
2. Choose **Open in ChatGPT** or **Open in Claude**. A new tab opens with the page loaded, ready for your questions.

## Connect the Help Center to an AI tool (MCP)

The Help Center has an MCP server that any MCP-compatible tool can use to search and read these guides. Its address is:

```
https://www.zerabooks.com/help/mcp
```

It offers three tools: **searchDocumentation**, **getPage** and **askQuestion**.

{% tabs %}
{% tab title="Claude Code" %}
Run this in your terminal:

```
claude mcp add --transport http zerabooks-help https://www.zerabooks.com/help/mcp
```
{% endtab %}
{% tab title="VS Code" %}
Click the arrow beside **Ask** on any page, then **Connect to VS Code**. VS Code asks you to confirm adding the server.
{% endtab %}
{% tab title="Codex" %}
Run this in your terminal:

```
codex mcp add zerabooks-help --url https://www.zerabooks.com/help/mcp
```
{% endtab %}
{% tab title="Other tools" %}
Add a remote MCP server of type **HTTP** (Streamable HTTP) with the address above. No sign-in is needed.
{% endtab %}
{% endtabs %}

## Markdown and llms.txt

Every page in this Help Center is also available as Markdown: add `.md` to its address, for example `https://www.zerabooks.com/help/reconciliations/how-reconciliation-works.md`. Add `?ask=` and a question to get an answer instead, for example `…/how-reconciliation-works.md?ask=why does my month not tie`.

The full list of pages is at [/help/llms.txt](https://www.zerabooks.com/help/llms.txt), and every page's full text is at [/help/llms-full.txt](https://www.zerabooks.com/help/llms-full.txt).

## Frequently Asked Questions

<details>
<summary>Can Ask Zera see my books?</summary>

No. Ask Zera in the Help Center answers only from these public guides. It never sees your company, transactions or account.
</details>

<details>
<summary>Is Ask Zera always right?</summary>

It's AI and can make mistakes. Every answer lists the guides it used, so check the steps there. If something looks wrong, rate the answer with the thumbs-down button so we can fix the guide.
</details>

<details>
<summary>Does the MCP server need an account or an API key?</summary>

No. It serves the same public guides as this website, so there is nothing to sign in to.
</details>

<details>
<summary>Can an AI tool change my books through the Help Center MCP server?</summary>

No. The Help Center MCP server only searches and reads these guides. It has no access to ZeraBooks accounts.
</details>

<details>
<summary>How often is the Markdown updated?</summary>

It's the same source as the page, so it always matches what you see on the website.
</details>

---

## Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.zerabooks.com/help/faqs-and-troubleshooting/use-the-help-center-with-ai.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.

The full index is at https://www.zerabooks.com/help/llms.txt. An MCP server with `searchDocumentation`, `getPage` and `askQuestion` tools is at https://www.zerabooks.com/help/mcp.