Documentation

Last updated: October 2026

Chat with your Books connects Exact Online to ChatGPT, Claude or Copilot through 150 tools, covering finance, sales, purchasing, CRM, projects and more. Access is read-only by default; writing invoices and journal entries is available on Pro and Enterprise, enabled per administration with a full audit log. Connect your account, add the MCP server, then ask questions in plain language.

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.

Always verify AI output. AI assistants can make mistakes when interpreting data. Verify answers against your original Exact Online data before making decisions. We only provide the data connection, not the AI advice.

How do you configure your AI assistant?

Claude and Claude Code

In Claude you connect through the menu, also with a free Claude account:

  1. Go to Customize → Connectors, choose Add custom connector and paste https://api.praatmetjeboekhouding.nl/mcp.
  2. Click Continue if that button appears, then Add and Connect, and sign in to Exact Online.

In Claude Code you add the connection with this command, and there too you sign in to Exact Online:

claude mcp add --transport http exact-online https://api.praatmetjeboekhouding.nl/mcp

You need no API key in either case. Step-by-step instructions per platform are on the setup page.

ChatGPT, Copilot & Other AIs

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

https://api.praatmetjeboekhouding.nl/mcp

All platforms, including Claude Code and Codex, connect by signing in to Exact Online in your browser (OAuth). No API key needed. See the Setup page for instructions per platform.

Which tools are available?

ToolDescription
list_divisionsShow all available administrations
get_relationsGet customers and suppliers
search_relationsSearch relations by name, code or registration number
get_sales_invoicesGet sales invoices with filters
get_purchase_invoicesGet purchase invoices
get_outstanding_invoicesShow outstanding invoices
get_bank_transactionsGet bank transactions
get_gl_accountsShow general ledger accounts
get_trial_balanceGet trial balance
get_projectsProjects with budget and time tracking
get_wip_overviewWork-in-progress (WIP) overview
get_opportunitiesSales opportunities and pipeline
get_fixed_assetsFixed assets and depreciation
get_margin_analysisMargin analysis (sales vs. purchase)

150 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 off by default, even when writing is on.

How is your data secured?

  • 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 off by default, even when writing is on.

  • Encrypted tokens

    Access tokens are stored encrypted and automatically refreshed.

  • Data & hosting

    We don't store what you look up — it passes straight to the AI provider you choose, which may process it outside the EU. That provider is not our subprocessor: you choose them, sign the agreement and pay them yourself. For our part, sending the data, we rely on the European Commission's Standard Contractual Clauses (SCCs). If you enable writing, we do record the booking data we send and receive in your own write log. Connection data is encrypted (AES-256-GCM); attachments are stored in EU buckets.

Where can you get help?

Questions or issues? Contact us via:

Frequently asked questions

Which Exact modules does it support, and how much can it do?
150 tools in total: 87 for reading, 4 for bulk sync and 59 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?
By default it can only read. Writing (creating invoices, journal entries, sales orders, subscriptions, 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 off by default, even when writing is on.
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?
Only via the Gemini SDK (Python or JavaScript), or via the Gemini CLI with a Gemini Enterprise licence or an API key. Since 18 June 2026 the Gemini CLI no longer serves personal Google accounts, not even on AI Pro or AI Ultra. So for almost everyone, Claude or ChatGPT is the route: same URL, no installation.
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.

By using this Service you agree to our Terms & Conditions and Privacy Policy.