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)

50 tools available including projects, cost centers, opportunities, contracts and price lists. All tools are read-only for security.

Security

  • OAuth 2.0

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

  • Read-only access

    All tools are read-only. No changes can be made.

  • Encrypted tokens

    Access tokens are stored encrypted and automatically refreshed.

  • EU hosting

    All data is processed within the EU (Cloudflare EU).

Support

Questions or issues? Contact us via:

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