Frequently Asked Questions

Note: The free version of Claude does not support custom connectors (MCP). You need a paid Claude subscription (Pro, Team, Enterprise or Max).

1. Go to your Dashboard and copy your API key
2. Open the Claude configuration file:
   • Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json
3. Add the MCP server configuration (see Setup page)
4. Restart Claude Desktop (important!)

This means your Exact Online account is not (or no longer) connected. Solutions:

1. Go to Connect and reconnect
2. Check that you selected the correct region (Netherlands, Belgium, etc.)
3. If you have multiple Exact Online accounts, make sure you choose the right one

Check the following:

• The key starts with exa_ - copy the complete key
• There are no extra spaces before or after the key
• The key has not been revoked (check your Dashboard)
• You have restarted Claude Desktop after changing the config

Still not working? Generate a new key via the dashboard.

You can give your API keys a recognizable name:

1. Go to your Dashboard
2. Click on the pencil icon next to the API key you want to rename
3. Enter a new name (e.g., "Claude Desktop" or "Work laptop")
4. Click "Save"

This helps you distinguish between multiple API keys.

Yes! After connecting to Exact Online, all administrations you have access to become available automatically.

• Free plan: 1 active administration
• Pro plan: Up to 5 administrations
• Enterprise: Unlimited

You can ask Claude: "Show my administrations" to see which ones are available.

You can set a default administration so your AI assistant uses it automatically:

1. Go to your Dashboard
2. Scroll to the "Administrations" section
3. Click on the administration you want to set as default
4. The chosen administration will be marked and automatically used for queries

You can always specify a different administration in your question.

Commands are tool calls to the MCP server. Each time your AI assistant fetches data from Exact Online, it counts as 1 command.

Important: One question can use multiple commands. For example:

• "What is my revenue this month?" → 1-2 commands (fetch revenue)
• "Compare revenue from January and February" → 2-3 commands (fetch two periods)
• "Give me a financial overview" → 3-5 commands (fetch multiple datasets)

In your Dashboard you can see how many commands you've used. The number of commands per question depends on the complexity of your question.

You can ask questions about:

• Invoices (sales and purchase)
• Outstanding items and debtors
• Relations (customers and suppliers)
• Bank transactions
• General ledger accounts and trial balance
• VAT returns

See the documentation for example questions.

Deleting is never possible — on any plan. By default everything is read-only, so the AI can only read and analyze your data.

Creating or changing (invoices, journal entries, sales orders, contacts, items, purchase entries) is available on Pro and Enterprise only if you enable it yourself, per administration. Every write action is recorded in an audit log.

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.

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.

You can connect it 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.

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.

Always verify! AI can make mistakes. Tips:

• Ask for invoice numbers and references
• Spot-check in Exact Online
• For financial decisions: always verify
• Ask for the source: "Which invoices does this total come from?"

Possible causes:

• No data: The requested period contains no invoices/transactions
• Wrong administration: Specify which administration you mean
• Too broad: Ask more specifically, e.g., "invoices from January" instead of "all invoices"
• Permissions: Your Exact Online user may not have access to certain data

Check your Dashboard for your current usage.

• Free: 200 commands (~60 questions) per month
• Starter: 750 commands (~250 questions) per month
• Pro: 2,500 commands (~800 questions) per month

Your limit resets automatically on the 1st of each month. See also: What are commands?

Go to Pricing and click "Start Pro". You will be redirected to a secure payment page.

After payment, your upgrade is immediately active.

Go to your Dashboard and click "Manage subscription". There you can:

• Cancel your subscription
• Change your payment method
• Download invoices

After cancellation, you keep Pro access until the end of your billing period.

Yes, after each payment you automatically receive an invoice by email. You can also download all invoices via "Manage subscription" in your dashboard.

Yes, we take security very seriously:

• OAuth 2.0: We never see your Exact Online password
• Encryption: Connection data is stored encrypted (AES-256-GCM)
• We don't store your accounting data: It passes straight through to the AI provider you choose; where that provider processes it depends on them. Attachments and screenshots are stored in EU buckets.
• Read-only by default: Writing is only possible on Pro and Enterprise if you enable it per administration; every write action is logged

Honest answer: we don't store your accounting data ourselves. We pass it straight to the AI you choose — we're the pass-through. Connection data is stored encrypted (AES-256-GCM). Where the AI processes your data depends on that provider. Attachments are stored in EU buckets.

Only you (via your API key). We have no access to your accounting data. The MCP server fetches data on your behalf and sends it directly to your AI assistant.

Note: The AI assistant you use (Claude, ChatGPT) processes your data according to their own privacy policy.

Two options:

1. Revoke API key: In your Dashboard, click "Revoke Key"
2. Full disconnection: In Exact Online, go to Settings → Apps → Revoke access for "Chat with your Books"

Your Exact Online connection has expired. This can happen with:

• Password change in Exact Online
• Manually revoking app access
• Technical problems with token refresh

Solution: Reconnect

You have reached your monthly command limit. Options:

• Wait: Limit resets on the 1st of the month
• Upgrade: Starter (€19) gives you 750 commands, Pro (€49) gives you 2,500 commands

See also: What are commands?

The requested administration does not exist or you do not have access to it.

• First ask: "Which administrations do I have?"
• Check that you are using the correct name/code
• Check your permissions in Exact Online

Check:

1. Is the MCP server configured? Check Claude's settings
2. Did you restart Claude Desktop after changing the config?
3. Is your API key correct? Test with a simple question: "Test the Exact Online connection"
4. Check the Cloudflare status for outages