Configure MCP

This page connects Exact Online to an AI assistant such as ChatGPT or Claude through Chat with your Books. The setup takes about 5 minutes, requires no technical knowledge, and is built for entrepreneurs, bookkeepers and accountants. Pick your platform below and follow the steps.

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Not logged in yet?Connect your Exact Online account first to get started.

1Connect Exact Online

Click the button below to connect your Exact Online account. Then connect your AI assistant in step 2, usually just via OAuth.

Connect to Exact Online

2Configure your AI Assistant

Choose your platform

You only see the instructions for the platform you pick.

Recommended: Via URL (Custom Connector)

In Claude Desktop go to Customize → Connectors → + → Add custom connector and paste this URL:

You'll log in via OAuth - no API key needed. On first use your browser opens for Exact Online login.

Alternative: Via config file

Open the Claude Desktop configuration file and add the connector:

macOS:

~/Library/Application Support/Claude/claude_desktop_config.json

Windows:

%APPDATA%\Claude\claude_desktop_config.json
{
  "mcpServers": {
    "exact-online": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://api.praatmetjeboekhouding.nl/mcp"]
    }
  }
}

Restart Claude Desktop after saving. On first use you'll log in with your Exact Online account.

Need more help?View the full step-by-step instructions with screenshots for macOS, Windows and Linux.

Download Claude Desktop →

All platforms connect via OAuth login, no API key needed. An API key for API or headless use is available in your Dashboard.

3Restart your AI Assistant

Completely close and restart your AI assistant. The MCP server will be loaded automatically.

4Test the Connection

Open a new chat and try one of these questions:

"Which Exact Online administrations do I have?"

"Show all outstanding invoices"

"Give an overview of revenue this year"

Where can you find more help?

Need more help? Check out these guides:

Frequently asked questions

Do I need technical knowledge to connect?
For Claude and ChatGPT, not really — you connect with an API key (starting with exa_) or via OAuth and follow our steps. No code needed. For Gemini and Copilot it's a bit more technical, via the CLI/SDK or Copilot Studio. Unsure? Start with Claude or ChatGPT.
Does it work with ChatGPT?
Yes, and it runs in production. You connect it via Connectors in ChatGPT on the web. On ChatGPT Business, Enterprise and Edu the connection works in full, including creating and changing entries; on Pro you can retrieve data. Then you ask questions in plain language about your Exact administration and get instant answers.
Does it work with Claude?
Yes, and this is the most direct way. Claude supports our connection natively via MCP — in Claude Desktop, Claude Code and Claude on the web. You do need a paid Claude plan. Once connected, you simply talk to your books without installing anything else.
Can I connect multiple administrations?
Yes. How many depends on your plan: Free 2, Starter 3, Pro 10 and Enterprise unlimited. You can also set per administration whether writing is enabled.
How does onboarding work?
Three steps: you create an account, authorize your Exact Online administration and connect your AI assistant via the MCP URL. The connection is active within a few minutes and you can ask your first question right away. No technical knowledge required.

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