Connect your Twinfield administration to Microsoft Copilot and ask your bookkeeping questions in plain language. In Copilot Studio you build an agent that pulls your figures straight from Twinfield and, after your approval, prepares actions too.
Do you want to connect Twinfield with Microsoft Copilot? Through Copilot Studio you build an agent that can query and update your Twinfield administration. Once the connector is in place, you ask a question and get an answer from your current Twinfield data.
Below you will go step by step through how to connect Copilot with Twinfield, what you can do with it and what to watch out for. Are you looking for the explanation about the connector itself, apart from a tool? You will find that in How does the Twinfield AI Connect connector work?
Does Copilot work with Twinfield?
Yes. Copilot works with Twinfield through Twinfield AI Connect, a connector based on MCP (Model Context Protocol). With that protocol you connect an AI agent securely to an external data source. You add the connector in Copilot Studio, authorise once with Twinfield and after that your agent works with your figures in plain language.
Connecting Twinfield with Copilot, step by step
This is the connector link that you add to Copilot Studio:
https://mcp-twinfield.iwebdevelopment.com
Requires a Copilot Studio licence. With a free 30-day trial you can test first. Make sure generative orchestration is switched on.
1Open your agent in Copilot Studio and go to Tools.
2Click on Add a tool and then on New tool.
3Choose Model Context Protocol.
4Give the connector a name (for example Twinfield AI Connect), a short description, and paste the connector link into the Server URL field.
6Click on Create and then on Add to agent. You log in once with Twinfield and click on Authorise.
Please note: Copilot Studio is an environment for building agents, not an ordinary chat. Have you not set this 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 Twinfield administration in plain language. Copilot retrieves your figures and can, with your approval, also prepare actions. A few examples:
"Flag which sales invoices are due this week."
"Put together a profit and loss statement for me over this month."
"Create a draft purchase entry from this supplier invoice."
"Show which outstanding items are older than 60 days."
So reading and preparing, but you stay in control: write actions are first set up as a draft and only enter the Twinfield administration after your approval. Curious about everything the connector can do? You can read about that in How does the Twinfield AI Connect connector work?
Is the connector with Copilot secure?
Your Twinfield administration stays where it belongs. The authorisation runs through Twinfield's own secure login, so no password ends up with Copilot and you can always revoke access again. The full explanation about security and privacy is in the general connector article.
Frequently asked questions about Copilot and Twinfield
Do I need Copilot Studio?
Yes. You add the connector in Copilot Studio, the environment in which you build agents. There is a free 30-day trial to test. Switch on generative orchestration, otherwise your agent cannot call the connector.
Does this also work in the ordinary Copilot chat?
No, the connector is in Copilot Studio, not in the standard Copilot chat. There you build an agent that uses the connector, and you can then roll that agent out, 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 transaction or a reminder. These are only carried out after you give your approval. You stay in control.
What does Twinfield AI Connect cost?
You start with a 30-day free trial and then choose a suitable subscription. Contact us for the current rates.
Prefer a different AI assistant?
The connector works with more than just Copilot. Would you like to use a different assistant? Take a look at the step-by-step explanation for Claude, ChatGPT, Gemini or Perplexity.
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