Documentation

Last updated: June 2026

Chat with your Books connects Exact Online to ChatGPT, Claude or Copilot through 117 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 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.

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)

117 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.

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 never possible.

  • 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?
117 tools in total: 83 for reading, 4 for bulk sync and 30 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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