Exact AI Connect is an MCP connector (Model Context Protocol) that lets you connect your Exact Online administration to an AI tool such as ChatGPT, Claude or Copilot. Once the connection is active, your AI tool can access your accounting data directly. Secure, real-time and without any technical knowledge.
Instead of running reports by hand, clicking through menus or making exports, you simply ask a question. The AI retrieves the right data from Exact Online and presents it right away.
How do you work with it?
It works the same way for every AI tool. You add the connector link, log in to Exact Online once and then you simply ask your questions. Below you will find the exact steps for each tool, from adding the connector to your first question.
This is the connector link you add to your AI tool:
https://mcp-exactonline.iwebdevelopment.com
Choose your AI tool
ChatGPT
Requires a paid ChatGPT plan (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 Exact AI Connect) and paste the connector link into the server URL field. Choose OAuth as the authentication.
5Click Create. You are redirected to Exact Online. Log in and click Authorise. You only need to do this once.
6Open a new chat, choose Developer mode via the + menu, turn on the connector and ask your first question.
Tip: mention in your question that you want to use Exact AI Connect, so ChatGPT picks the right source straight away.
Claude
Works on all plans, including free. With a free account you add one connector.
1Click Customize in the left sidebar.
2Click Connectors in the menu.
3Click the + next to Connectors and choose Add custom connector.
4Give the connector a name and paste the connector link into the URL field. Click Add.
5Click Connect next to the connector. Your browser opens the Exact Online login screen. Log in and click Authorise. You only need to do this once.
6Open 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.
Gemini
The standard Gemini app cannot yet add its own connector via a link. This works through Gemini CLI (for technical users) or through Gemini Enterprise.
Via Gemini CLI
1Install Gemini CLI on your computer.
2Add the connector to your MCP configuration under mcpServers, with the connector link as the server.{
"mcpServers": {
"exact-ai-connect": {
"httpUrl": "https://mcp-exactonline.iwebdevelopment.com"
}
}
}
3Start Gemini CLI. You are asked in your browser to log in to Exact Online. 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 creates the connector as a custom data connector with the connector link and OAuth. We are happy to help you with that.
Copilot
Requires a Copilot Studio licence. With a free 30-day trial you can test 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 Exact 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 to Exact Online once and click Authorise.
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.