Choosing your business
A connection always works on one business. You choose it on the Cashfin business screen while connecting, and that choice is the only thing that decides which storefront the assistant can see and change.
The connection flow
- Your assistant opens the Cashfin consent page in your browser.
- Cashfin sends you to
accounts.cashfin.africa. Log in if you are not signed in already. - The Connect your storefront screen lists every business on your account.
- Click the business you want. Cashfin opens that business's storefront builder in the background and returns you to the consent screen.
- The consent screen names the assistant and the business. Click Approve to finish, or Deny to cancel.
Cashfin asks you to pick a business on every new connection, even if you have only one business or already have the builder open. Opening a builder from your dashboard never decides which business an assistant connects to.
Who can pick a business
| Your role on the business | Can connect? |
|---|---|
| Admin | Yes |
| Manager | Yes |
| Any other role | No. The business is shown but greyed out with "Only admins and managers can connect". |
The new storefront must also be switched on for the business. If it is off, picking the business shows "The new storefront is switched off. Turn it on in business settings first".
Several businesses
Make one connection per business you want an assistant to work on:
- Claude Code, Cursor, VS Code, Windsurf: add the server again under a different name, for example
cashfin-eclaneandcashfin-mama-shop, and authenticate each one, picking a different business each time. - Claude.ai, ChatGPT: add a second custom connector with a different name and the same URL.
To move an existing connection to another business, disconnect it and connect again, picking the new business.
Time limit
The pick is valid for 10 minutes. If you wait longer before approving, or open the consent page some other way, Cashfin sends you back to the business screen to pick again. This is expected and keeps the connection tied to a fresh, deliberate choice.