Do you want to connect AFAS Profit with Microsoft Copilot? In Copilot Studio you build an agent that can query and update your AFAS Profit administration. Once the connector is in place, you ask a question and get an answer from your live AFAS data.
Below you go through connecting Copilot with AFAS Profit step by step, with example questions and points to note. Are you looking for the general explanation, independent of a tool? You will find it in How does the AFAS AI Connect connector work?
Does Copilot work with AFAS Profit?
Yes. Copilot works with AFAS Profit through AFAS AI Connect, a connector based on MCP (Model Context Protocol). Through that protocol you give an AI agent secure access to an external data source. You add the connector in Copilot Studio and connect your AFAS Profit environment once through the secure connection page of iWebDevelopment. After that your agent works with your figures in plain language.
Connecting AFAS Profit with Copilot, step by step
This is the connector link you add to Copilot Studio:
https://mcp-afas.iwebdevelopment.com
Requires a Copilot Studio license. With a free 30-day trial you can test it first. Make sure generative orchestration is turned on.
1Open your agent in Copilot Studio and go to Tools.
2Click Add a tool and then New tool.
3Choose Model Context Protocol.
4Give the connector a name (for example AFAS AI Connect), a short description, and paste the connector link into the Server URL field.
6Click Create and then Add to agent. You are redirected to the connection page of iWebDevelopment to connect your AFAS Profit environment.
Please note: Copilot Studio is an environment for building agents, not a regular chat. Have you not set that up yet? We are happy to help you get started.
What can you ask Copilot about your bookkeeping?
Once your agent uses the connector, you work with your AFAS Profit administration in plain language. Copilot reads your figures and can, with your approval, also prepare actions. A few examples:
"How much VAT do I have to pay this period?"
"Which purchase invoices have a due date this week?"
"Prepare a draft purchase entry and distribute the amount across the cost centres."
"Which items have been outstanding the longest?"
So reading and preparing, but you stay in control: write actions are first prepared as a draft and only enter the AFAS Profit administration after your approval. What is possible depends on the rights you grant to the App Connector. Curious what the connector can do? You can read about it in How does the AFAS AI Connect connector work?
Is the connector with Copilot secure?
Your administration stays in AFAS Profit. Through the rights on the App Connector you decide exactly what Copilot may view and which actions are allowed, so no password goes to the AI tool. You will find the full security and privacy explanation in the general connector article.
Frequently asked questions about Copilot and AFAS Profit
Do I need Copilot Studio?
Yes. The connector lives in Copilot Studio, where you build your agents. With the free 30-day trial you can test it first. Generative orchestration must be turned on, otherwise the agent cannot use the connector.
Does this also work in the regular Copilot chat?
No. The connector sits in Copilot Studio, not in the regular Copilot chat. There you build an agent that uses the connector; you then roll out that agent, for example in Microsoft Teams.
Can Copilot also change things in my administration?
Yes. Besides reading, your agent can also prepare actions, such as a sales invoice or an entry. They are only carried out after you give your approval, and stay within the rights of the App Connector.
What does AFAS AI Connect cost?
You start with 30 days free to try and then choose a suitable subscription. Contact us for the current rates.
Prefer a different AI assistant?
AFAS AI Connect works with more than just Copilot. Do you want to use a different assistant? Have a look at the explanation for Claude, ChatGPT, Gemini or Perplexity.