Connect your Twinfield administration with AI tools such as Claude, ChatGPT or Copilot and work faster and smarter with your accounting data. With the iWeb AI connector you ask questions in plain language, get instant insight and let AI do the heavy lifting. Installing takes just a few minutes.
What exactly does Twinfield AI Connect do?
Twinfield AI Connect is an MCP connector that connects your Twinfield administration to an AI tool such as ChatGPT, Claude or Copilot. You no longer have to dig through journals or create exports. You ask your question and get an answer straight from your own figures. Real-time, secure and without needing any technical knowledge.
Where you used to build overviews yourself or click through periods, you now simply type what you want to know. The AI looks it up in your Twinfield administration and delivers the answer right away.
How do you use it?
The way you add the connector differs per AI tool. In Claude you install our app directly, in the other tools you add a connector link. After that you connect your Twinfield administration once and simply ask your questions. The exact steps for each tool are listed below.
This is the connector link that you add to ChatGPT, Gemini, Copilot or Perplexity:
https://mcp-twinfield.iwebdevelopment.com
Choose your AI tool
Claude
Twinfield AI Connect, by iWebDevelopmentConnect Twinfield to your AI assistant for live insight into your figures and actions with your approval.
1Click Install and log in with your Claude account. This works on all plans, including free.
2On the app page, click Install. If you work in a Team or Enterprise account without administrator rights, it will say Request and your request goes straight to your organisation's administrator.
3In Claude, click Connect next to the connector. Your browser opens the Twinfield login screen. Log in and click Authorise. You only need to do this once.
4Open a new chat and ask your first question.
Tip: you turn the connector on and off per conversation via the + button at the bottom left, under Connectors.
Not working right away? Are you using the Claude desktop app? Close it completely (on Mac with Cmd+Q, the cross only closes the window) and restart it.
ChatGPT
Requires a paid ChatGPT subscription (Plus, Pro, Business, Enterprise or Education). On Plus and Pro you turn on Developer Mode yourself; on Business and Enterprise an administrator can arrange or restrict this. Developer Mode is still in beta.
1Go to Settings → Security and login and turn on Developer Mode. Confirm the message.
2Go to Settings → Plugins (or open chatgpt.com/plugins directly).
3Click the plus button to create a developer-mode app.
4Give the connector a name (for example Twinfield AI Connect) and paste the connector link into the server URL field. Choose OAuth as authentication.
5Click Create. You are redirected to Twinfield. Log in and click Authorise. You only need to do this once.
6Open a new chat, choose Developer mode from the + menu, turn on the connector and ask your first question.
Tip: mention in your question that you want to use Twinfield AI Connect, so ChatGPT immediately picks the right source.
Gemini
The standard Gemini app cannot yet add its own connector through a link. This works through the Gemini CLI (for technical users) or through Gemini Enterprise. Please note: Google is moving its CLI tooling to Antigravity CLI, so the exact commands can differ per version.
Through the command line
1Install Google's Gemini CLI on your computer. Follow Google's installation instructions; the tooling is shifting to Antigravity CLI.
2Add the connector to your MCP configuration under mcpServers, with the connector link as the server.{
"mcpServers": {
"twinfield-ai-connect": {
"httpUrl": "https://mcp-twinfield.iwebdevelopment.com"
}
}
}
3Start the CLI. You will be asked in your browser to log in to Twinfield. Log in and click Authorise.
4Type /mcp to check whether the connector is active and ask your question.
Working with Gemini Enterprise? Then an administrator registers the connector as a custom MCP datastore with the connector link and OAuth. We are happy to help you with that.
Copilot
Requires a Copilot Studio licence. You can test it first with a free 30-day trial. Make sure generative orchestration is switched on.
1Open your agent in Copilot Studio and go to Tools.
2Click Add a tool and then New tool.
3Select 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 Create and then Add to agent. You log in once at Twinfield and click Authorise.
Please note: Copilot Studio is an environment for building agents, not an ordinary chat. Have you not set that up yet? We are happy to help you get started.
Perplexity
Requires Perplexity Pro, Max or Enterprise.
1Go to Account settings and choose All settings → Connectors.
2Click + Custom connector in the top right and choose Remote.
3Give the connector a name (for example Twinfield AI Connect) and paste the connector link into the server URL field.
4Tick that you understand custom connectors may carry risks and click Add.
5Click the connector to start authorisation. You will be redirected to Twinfield. Log in and click Authorise. You only have to do this once.
6In the chat, click the + (Connectors and sources), turn on Twinfield AI Connect and ask your question.
Tip: is the connector ready but you get no answer from your figures? Check that Twinfield AI Connect is ticked under the + menu before you ask your question.
What can you do with it?
Twinfield AI Connect does more than answer questions. It reads your figures, builds overviews and can also prepare things for you in your Twinfield administration. A few concrete examples:
Questions and analyses
Overviews on request
Ask for an overview and the AI builds it straight away from your Twinfield figures.
"Give me my turnover per period for this administration."
"Show the balances per ledger account this month."
Accounts receivable and cash flow
See straight away who still has to pay and what that does to your liquidity.
"Which sales invoices have been open for more than 30 days?"
"Which of my debtors still has to pay and how much money is involved?"
Costs per cost centre
Break your figures down across cost centres and dimensions without building an analysis yourself.
"Split my costs across the cost centres this period."
"Which cost centre has the highest costs this quarter?"
VAT on request
View your VAT position without having to search through the return yourself.
"How much VAT do I have to declare this quarter?"
"Show the VAT per rate for this period."
Actions and automation
Prepare a sales transaction
Have a draft sales transaction drawn up with the right debtor and lines.
"Create a draft sales transaction for debtor X."
"Prepare a sales invoice like the one from last month, but for debtor Y."
Purchase invoice from PDF
Add a purchase invoice and let the AI read it in and prepare it as a draft transaction.
"Read this purchase invoice and prepare it as a transaction in Twinfield."
"Check whether the amount on this purchase invoice matches the order."
Reconciliation and cash book
Have open items reconciled and get suggestions for the tricky cases.
"Which open items can you reconcile?"
"Reconcile the payment from debtor X against the correct invoice."
Reminders and overviews
Have reminders drawn up or a recurring overview compiled whenever you ask for it.
"Write a reminder for debtors with invoices older than 30 days."
"Give me an overview of the outstanding debtors."
With write actions you stay in control: the AI first prepares a transaction or invoice as a draft, and you approve it before it is finalised in your Twinfield administration.
Key benefits
Twinfield AI Connect saves you time and gives you faster insight into your figures. Here is what it gives you:
✓
Set up in minutes. Install the app in Claude or add the connector link to your own AI tool, and connect your Twinfield administration once. Done.
✓
Plain language, direct answers. Ask questions the way you would ask a colleague.
✓
Always up-to-date data. The connector pulls real-time data from your Twinfield administration.
✓
No technical knowledge needed. No complicated documentation or settings.
✓
Secure and reliable. Secured authorisation, hosted in the EU.
✓
Works with your favourite AI tool. Compatible with ChatGPT, Claude, Gemini, Copilot and Perplexity.
Security & privacy
Your accounting data is sensitive. We understand that better than anyone. That is why:
✓
Your data, your environment. Your administration stays in Twinfield. You decide who gets access to it.
✓
Secure authorisation. You connect through a secure authorisation, without sharing your password with the AI tool.
✓
ISO 27001 certified. iWebDevelopment meets the strictest international security standards.
✓
You control the access. You can revoke the authorisation again at any moment.
Solving problems
Running into something? Below you will find the most common situations and how to solve them.
The AI does not recognise the connector
Are you using Claude? Check whether the app is installed and whether you clicked Connect. In the other AI tools, check whether the connector link was entered correctly: https://mcp-twinfield.iwebdevelopment.com. Are you using a desktop app such as Claude Desktop? Close the app completely and start it again. On macOS you do that with Cmd+Q, the cross only closes the window.
You cannot add connectors in Claude
In Team and Enterprise accounts only the owner or an administrator may add connectors. On the app page it then shows Request instead of Install. Click it and your request goes straight to the administrator of your organisation.
You get a login or authorisation error
Go to Twinfield and check whether the connector is authorised under your app connectors. If not, run through the authorisation step again. Is the connector active but still not working? Your authorisation may have expired after a period of inactivity. Authorise again in that case.
The AI returns no results or empty answers
Check whether you have access to the administration you are querying. Not every user role has access to all data. Try a simple question first, such as "Which administrations do I have?", to test whether the connection works.
You are not on your own. Our team helps you with the installation and thinks along about the right setup.
Quick implementation
Installation and configuration in clear steps, with the option to test first.
Support & SLAs
From support tickets to telephone assistance and proactive management. Choose the SLA level that suits you. More information: SLA contracts.
Personal advice
We are happy to think along about the best setup for your business. Get in touch.
Frequently asked questions
The connector works with ChatGPT, Claude, Gemini, Microsoft Copilot and Perplexity. For most tools you need a paid subscription, and with Claude you can even add a connector using a free account. The approach is the same everywhere: add the connector link, authorise once with Twinfield and then simply start asking questions.
The AI can prepare transactions, invoices and reminders for you, but always as a draft first. You approve every action before anything is finalised in your administration, so you stay in control.
Yes. Your data stays in Twinfield and the authorisation runs through Twinfield itself, without you sharing your password with the AI tool. You can revoke access again at any time. iWebDevelopment is also ISO 27001 certified and the connector is hosted in the EU.
First check whether the connector link has been entered correctly. If you are using a desktop app such as Claude Desktop, close it completely (on a Mac with Cmd+Q) and start it again. Then test the connection with a simple question, for example which administrations you have.
Anything you would otherwise look up yourself: turnover per period, balances per general ledger account, outstanding debtors, costs per cost centre or your VAT position for the quarter. You ask the question in plain language and the AI retrieves the data from your Twinfield administration in real time.
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