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.
ChatGPT Business, Enterprise or Edu - there the connection works in full, including creating and changing entries. On Pro you can retrieve data. You set it up in ChatGPT on the web.
Click Scan tools. An Exact Online login screen opens: log in, grant permission, and wait for ChatGPT to finish scanning the tools.
Click Create
Do not pick "No authentication" here. Our server always requires an OAuth login, and ChatGPT does not discover that by itself: with the wrong choice the tool scan fails.
MCP Server URL:
You'll log in via OAuth - no API key needed in the URL
Step 3: Use in Chat
Open a new chat
Click "+" in the message bar
Select More → Developer Mode
Click Add sources
Enable your connector
First time? You already logged in to Exact Online at the Scan tools step while creating the connector. That is a one-off: the connector works right away from here on.
With Claude Cowork you can collaborate with Claude on your desktop. Cowork shares connectors with Claude Desktop — add the MCP URL once and use it everywhere.
Works in the Codex app (web and desktop) and via the Codex CLI. No config file needed if you use the app.
Step 1: Add the MCP server in the Codex app
Open Codex and go to Settings (gear icon) → MCP servers
Click Add server and pick Streamable HTTP as the transport (the Codex app sometimes calls this "streamable MCP")
Enter:
• Name:Praat met je Boekhouding
• URL: copy the URL below
Click Save. Codex then starts the OAuth login with Exact Online automatically (click Authenticate if prompted)
MCP Server URL:
You'll log in via OAuth - no API key and no config file needed
First time? After saving, Codex opens an Exact Online login screen, or shows a separate "Authenticate" button next to the server. Log in and the connector works immediately. You only need to do this once.
Alternative: Codex CLI
Working from the command line? Add the server, then log in separately:
The first command adds the server to ~/.codex/config.toml, the second starts the OAuth login with Exact Online. Unlike in the app, this doesn't happen automatically from the CLI.
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.
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.