Documentation

Important: Always verify AI output

AI assistants like Claude, ChatGPT and Copilot can make mistakes when interpreting data. Always verify answers against your original Exact Online data before making decisions. We only provide the data connection - not the AI advice.

Quick Start

  1. 1

    Connect your Exact Online account

    Go to Connect and log in with your Exact Online credentials.

  2. 2

    Configure your AI assistant

    Add the MCP server to your Claude, ChatGPT or Copilot configuration (see Setup).

  3. 3

    Ask questions about your accounting

    Ask about invoices, relations, bank transactions and more - in plain English.

Configuration

Claude Desktop / Claude Code

Add the MCP server to your configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json 
{
  "mcpServers": {
    "exact-online": {
      "url": "https://api.praatmetjeboekhouding.nl/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Replace YOUR_API_KEY with the key from your dashboard.

ChatGPT, Copilot & Other AIs

For AI assistants that support MCP via remote URLs, use this endpoint:

https://api.praatmetjeboekhouding.nl/mcp

Add your API key as a Bearer token in the Authorization header. See your AI assistant's documentation for specific configuration instructions.

Available Tools

Tool Description
list_divisions Show all available administrations
get_relations Get customers and suppliers
search_relations Search relations by name, code or registration number
get_sales_invoices Get sales invoices with filters
get_purchase_invoices Get purchase invoices
get_outstanding_invoices Show outstanding invoices
get_bank_transactions Get bank transactions
get_gl_accounts Show general ledger accounts
get_trial_balance Get trial balance
get_projects Projects with budget and time tracking
get_wip_overview Work-in-progress (WIP) overview
get_opportunities Sales opportunities and pipeline
get_fixed_assets Fixed assets and depreciation
get_margin_analysis Margin analysis (sales vs. purchase)

64 tools available including projects, cost centers, opportunities, contracts and price lists. Read-only by default. Writing (creating invoices, journal entries, etc.) is available on Pro & Enterprise, only if you enable it per administration, with an audit log. Deleting is never possible.

Security

  • OAuth 2.0

    Secure authentication via Exact Online. We never see your password.

  • Read-only by default

    Read-only by default. Writing (creating invoices, journal entries, etc.) is available on Pro & Enterprise, only if you enable it per administration, with an audit log. Deleting is never possible.

  • Encrypted tokens

    Access tokens are stored encrypted and automatically refreshed.

  • Data & hosting

    We don't store your accounting data ourselves — it passes straight to the AI provider you choose, which may process it outside the EU under the EU-US Data Privacy Framework. Connection data is encrypted (AES-256-GCM); attachments are stored in EU buckets.

Support

Questions or issues? Contact us via:

Frequently asked questions

Which Exact modules does it support, and how much can it do?
64 tools in total: 55 for reading and 9 for writing. They cover finance, sales, purchasing, CRM, projects, inventory and fixed assets, plus documents and reports such as P&L, revenue, VAT, aging analysis, cash flow and budget.
Can it also write to Exact, or only read?
Read-only by default — safe for everyone. Writing (creating invoices, journal entries, sales orders, contacts, items, purchase entries) is available on Pro and Enterprise. You enable it yourself per administration and every write action is recorded in an audit log. Deleting is never possible, on any plan.
Does it work with Microsoft Copilot?
Connectable via Copilot Studio (Microsoft's no-code agent builder, which supports MCP). It does not work out-of-the-box from Copilot itself; you set it up through Copilot Studio. A good fit if you work mostly in the Microsoft ecosystem.
Does it work with Google Gemini?
Yes, via the Gemini CLI or the Gemini SDK (Python or JavaScript). Note: it does not work in the Gemini web app and is not natively built in there. For most people, Claude or ChatGPT are easier to start with.
What can I actually do with it?
You ask plain questions like "which invoices are more than 60 days overdue?" or "how is my revenue this quarter versus budget?". The AI pulls it live from Exact and answers directly — outstanding items, VAT overviews, cash flow, margins and aging analysis, without clicking.

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