Add it to your AI

R&D Tax Claim From Your Project Records · A$299 a year

This skill gives general information, not financial advice. Check anything important with a licensed adviser.

Example: you ask your AI, add the R&D Tax Claim From Your Project Records skill from Trilly. Your AI answers: Added R&D Tax Claim From Your Project Records. Ask for it any time, and your AI uses it.

Buy it, then add it to your AI

R&D Tax Claim From Your Project Records costs A$299 a year. Once it's yours, you add it through your linked AI, or download a copy for an app that isn't linked.

Buy for A$299/year

Updates arrive by themselves.
Always the checked version: nobody can change it on the way.

Example: you ask your AI, add the R&D Tax Claim From Your Project Records skill from Trilly. Your AI answers: Added R&D Tax Claim From Your Project Records. Ask for it any time, and your AI uses it.

Your version

Xero · Jira · Google Sheets · Google Calendar · in Claude

The maker suggests these. Choose yours, and your copy lists them. Change your apps for R&D Tax Claim From Your Project Records

Doing more in your AI app: your apps and a browser helper

Works in the chat, can use the apps you've connected, remembers your details and keeps track over days. You choose which to use. Each app below shows what it can do with it and how to switch it on.

Claude

Doing more in Claude

Works with your apps: Yes

Claude connects to hundreds of apps on every plan, including Gmail, Google Calendar, Google Drive, Notion, Canva, Shopify, HubSpot and Xero.

Xero is read-only here.

To switch it on: In Claude, open Customize, then Connectors. Pick the app, press Connect, and sign in on that app's own page. In a chat, press + and Connectors to switch one on or off. Keep anything that changes things on Needs approval.

You choose: let it use the apps you've connected, or paste or upload what you have.

Checked 12 October 2026 on the app makers' own pages. Connected apps and browser helpers, explained

ChatGPT

Doing more in ChatGPT

Works with your apps: Yes

ChatGPT connects to apps such as Google Drive, Gmail, Outlook, Slack, Canva and Figma. Which apps you see depends on your plan and country.

To switch it on: In ChatGPT, open Settings, then Plugins, pick the app and sign in to it. Keep each app on Always ask for anything that changes things.

You choose: let it use the apps you've connected, or paste or upload what you have.

Checked 12 October 2026 on the app makers' own pages. Connected apps and browser helpers, explained

Gemini

Doing more in Gemini

Works with your apps: Yes

Gemini works with Google's own apps (Gmail, Calendar, Drive, Docs, Sheets, Keep and Tasks) and a few others, such as Wix and OpenTable. On personal accounts it can find and sum up Gmail and Drive, and add to Calendar, Keep and Tasks. It can't connect your accounting software here.

To switch it on: In Gemini, open Settings, then Connected apps, and switch on the apps you use.

You choose: let it use the apps you've connected, or paste or upload what you have.

Checked 12 October 2026 on the app makers' own pages. Connected apps and browser helpers, explained

Claude Code

Doing more in Claude Code

Works with your apps: Yes, with a technical set-up

Claude Code can use the connectors you added on claude.ai, and others set up with /mcp. It's a tool for people who code.

To switch it on: Type /mcp in Claude Code to see and add connections, or add them on claude.ai first.

You choose: let it use the apps you've connected, or paste or upload what you have.

Checked 12 October 2026 on the app makers' own pages. Connected apps and browser helpers, explained

Codex

Doing more in Codex

Works with your apps: Yes, with a technical set-up

Codex can use connections set up in its settings. It's a tool for people who code.

To switch it on: Add the connection in Codex's settings file, then restart Codex.

You choose: let it use the apps you've connected, or paste or upload what you have.

Checked 12 October 2026 on the app makers' own pages. Connected apps and browser helpers, explained

Cursor

Doing more in Cursor

Works with your apps: Yes, with a technical set-up

Cursor can use connections set up in its settings, and asks before it uses them. It's a tool for people who code.

To switch it on: Add the connection in Cursor's MCP settings.

You choose: let it use the apps you've connected, or paste or upload what you have.

Checked 12 October 2026 on the app makers' own pages. Connected apps and browser helpers, explained

GitHub Copilot

Doing more in GitHub Copilot

Works with your apps: If your admin allows it

GitHub Copilot's connections are off until a company admin turns them on, and its cloud agent uses them without asking.

To switch it on: Ask your admin. Connections are set up in VS Code's mcp.json once allowed.

You choose: let it use the apps you've connected, or paste or upload what you have.

Checked 12 October 2026 on the app makers' own pages. Connected apps and browser helpers, explained

Which AI apps can do this

AI app	Asks in the chat	Works with your apps
Claude	Yes	Yes
ChatGPT	Yes	Yes
Gemini	Yes	Yes
Claude Code	Yes	Yes, with a technical set-up
Codex	Yes	Yes, with a technical set-up
Cursor	Yes	Yes, with a technical set-up
GitHub Copilot	Yes	If your admin allows it

Checked 12 October 2026 on the app makers' own pages. The steps for your app are on this page. Connected apps and browser helpers, explained

Safety and what it can reach

Reads and uses
- Xero or QuickBooksRead the year's wages, contractor bills, cloud and software costs, so the eligible costs come from the accounts. It only reads.
- Jira or ConfluenceRead the project's issues, design pages and test results for the uncertainty, the experiments and their evidence. It only reads.
- Files you give itOnly the files you add to the chat.
Makes or changes
- Google Sheets or ExcelKeep the costing workbook: activities, staff time, other costs, totals and dates. It asks you before it changes anything.
- Google CalendarRemind you of the notice or registration date, the claim dates and the monthly tagging day. It asks first here too.
- Files for youIt creates files for you to keep.
- Your accountsIt asks you before each change.
Never
- Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.
- Running codeIt can't run code.

Trilly checked this version for what it reads, creates and contacts.

See every check

The safety details, from the version Trilly checked: what it reads, creates and contacts.

The internet

By itself: it contacts no websites.
Through apps you connect: see "Apps you've connected" below.

Runs code

Files

Reads files you give it, and creates or changes files

Tools in your AI app

Calendar

Apps you've connected

Only if you've connected them to your AI app. It works without them too.

Accounting (for example Xero or QuickBooks): Read the year's wages, contractor bills, cloud and software costs, so the eligible costs come from the accounts. Reads: Wages, contractor bills, cloud computing and software lines for the financial year; Supplier names, descriptions, dates and amounts for those lines Doesn't create or change anything. Without it: You export or paste the ledger or profit and loss, and the costing comes copy-ready.
Notes (for example Jira or Confluence): Read the project's issues, design pages and test results for the uncertainty, the experiments and their evidence. Reads: Issues, pages and comments in the project or space you name, for the financial year Doesn't create or change anything. Without it: You paste or upload ticket exports, design notes and test results.
Spreadsheets (for example Google Sheets or Excel): Keep the costing workbook: activities, staff time, other costs, totals and dates. Reads: Staff time sheets or last year's workbook, if you name them Creates: Google Sheets only: a new costing workbook with Activities, Staff, Other costs, Totals and Dates tabs, after a yes. Never changes existing sheets. Asks you before it creates or changes anything. Without it: The workbook comes as copy-ready tables, or an .xlsx file if the app can make files.
Calendar (for example Google Calendar): Remind you of the notice or registration date, the claim dates and the monthly tagging day. Creates: One reminder each for the notice or registration date, the claim dates and the monthly tagging day, after a yes, with plain titles Asks you before it creates or changes anything. Without it: Each reminder comes as Title, Date and Time lines, or a calendar file (.ics) if the app can make files.

Where your information goes

Staff first names, roles, wages and time shares: Stays in the chat; reaches your own Google Sheets only after a yes First names only; tax, ID and bank numbers are never asked for or copied.
Ledger lines and project records (issues, pages, test results): Read from Xero, QuickBooks, Jira or Confluence into the chat, read only Only the financial year and the project or space you name.

Your accounts

Takes actions in your accounts. It must ask you before each change.

Risk area

Money

What you can downloadOnce it's yours, for apps that aren't linked to Trilly

Download for Claude, Copy-and-paste version for Claude
Download for ChatGPT, ChatGPT and Codex plugin, Copy-and-paste version for ChatGPT (not tested yet)
Download for Gemini, Gem version for Gemini (not tested yet)
Download for Claude Code, Claude Code plugin (not tested yet)
Download for Codex, ChatGPT and Codex plugin (not tested yet)
Download for Cursor (not tested yet)
Download for GitHub Copilot (not tested yet)

Buy it, then add it to your AI

Your version

Which AI apps can do this

Safety and what it can reach

Reads and uses

Makes or changes

Never