Exact Online MCP Server已验证已精选

Exact AI Connect is a remote MCP server that connects AI assistants like Claude, ChatGPT, Copilot, Gemini and Perplexity directly to your Exact Online administration. Ask questions about your finances in plain language and get live answers from your own accounting data, without exports, custom reports or manual lookups.

What is Exact AI Connect?

Exact AI Connect is a hosted Model Context Protocol (MCP) server built by iWebDevelopment, an official Exact Online partner. It gives AI assistants secure, OAuth-authorized access to your Exact Online data: general ledger, sales and purchase invoices, outstanding receivables and payables, orders, stock, customers and suppliers. The server supports both reading data and creating or updating records, with user confirmation before anything is written back to Exact Online.

How to use Exact AI Connect

1. Add the connector URL https://mcp-exactonline.iwebdevelopment.com/ to your AI assistant (Claude, ChatGPT, Copilot, Gemini or Perplexity).
2. Log in with your Exact Online account via OAuth. You stay in control of the permissions and can revoke access at any time.
3. Start asking questions in natural language, in English, Dutch or German. The assistant picks the right Exact Online endpoints automatically.

Setup takes about two minutes and requires no installation inside Exact Online. A free 30-day trial is available.

Key features

• Live data from Exact Online — answers come straight from the official Exact Online API, not from a stale export.
• Read and write — retrieve any record, but also create or update invoices, orders, customers and journal entries, always with explicit user confirmation.
• Built-in analytics engine — large aggregations (revenue trends, margins, aging, year-over-year comparisons) run on a synced analytics layer instead of paging through the API, so results are fast and complete.
• Multi-division support — switch between administrations or query across them from one connection.
• Schema-aware tooling — the server exposes endpoint search and entity schemas, so AI assistants find the right tables and fields on their own.
• Guardrails against hallucinated numbers — assistants are instructed to only present figures from verified, successful API responses.
• Secure by design — ISO 27001 certified, independently penetration-tested, OAuth-scoped access, certified Exact Online integration.

Use cases

1. Financial insight on demand — "Compare this quarter's revenue and margin to last year" or "What did we spend on hosting in 2025?"
2. Credit management — "Which customers are more than 30 days overdue?" with aging reports and draft reminder emails.
3. Cashflow forecasting — project the coming weeks based on open invoices, payment behavior and recurring obligations.
4. Order and inventory workflows — check stock levels, review open sales and purchase orders, or create new orders from a conversation.
5. Bookkeeping automation — reconciliation checks, VAT return preparation, month-end close checklists and anomaly detection in the general ledger.

FAQ

Which AI assistants are supported? Any MCP-compatible client. Exact AI Connect works out of the box with Claude, ChatGPT, Microsoft Copilot, Gemini and Perplexity.

Is my accounting data safe? Data is accessed through the official Exact Online API under your own OAuth authorization. iWebDevelopment is ISO 27001 certified and publishes the results of independent penetration tests. You can revoke access at any time.

Can the AI change data in my administration? Only if you allow it. Write operations (creating invoices, updating records) always require your confirmation, and you control the permission scope during authorization.

Do I need to install anything in Exact Online? No. You add the connector URL to your AI assistant, authorize via OAuth, and you are ready. There is a free 30-day trial with no installation or contract required.