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NewMCP and AI assistant

MCP: connect your own AI to your company data

MCP is like a USB port for AI: plug Claude or another assistant into your accounting data in FreeMe and ask in plain language. Read-only.

Get started with FreeMe How to connect
  • Read-only
  • Revoke any time
  • Works with Claude, Cursor…

Short demo: your AI assistant connects to FreeMe over MCP. You generate a key on the AI Assistant screen, paste it into Claude's settings, and then ask, for example, which invoices are unpaid for over 30 days or to compare revenue by month. The demo figures are sample data and access is read-only.

Read-only
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One standard

MCP is a common socket for AI. Plug in once, and it works with different assistants.

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Read-only

Your AI can look at the numbers but cannot change, create or delete anything.

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Ask like a human

No reports or filters: ask in plain language and get an answer with figures.

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You hold the key

A personal key you can limit to selected companies and revoke instantly.

Examples

What you can ask your AI about your accounting data

Your assistant gets read tools for documents, payments, partners, VAT and more. Here is what you can ask.

Which invoices have been unpaid for more than 30 days, and what is the total?Documents and payments
Which payments are not matched to an invoice yet?Payments
What are my revenue, costs and result this month compared with last month?Monthly summary
What is the VAT status for last month and when is my next deadline?VAT and deadlines
Which supplier proformas are paid but not yet invoiced?Supplier proformas
How many new customers did I add in the last 6 months?Partners
Which customers owe me the most, and for how long?Customers and balances
What did we spend on expense reports this quarter, by employee?Expense reports

Answers are only as good as the data in FreeMe: if documents are not uploaded and booked, there is nothing to count.

Setup

How to connect Claude or another AI assistant to FreeMe

Four steps, about ten minutes. Best suited to someone comfortable editing a config file.

Open the screen

In FreeMe, in the company sidebar, choose AI Assistant.

Generate a key

Click Generate key. It is shown only once, so copy it right away and store it like a password.

Pick companies

Optionally, under Restrict to companies, keep only the companies your assistant should see.

Copy the configuration

Pick your client and copy the ready-made setup. The screen fills in your new key for you.

  • Claude Desktop needs Node.js
  • Claude Code
  • Cursor
  • ChatGPT via the OpenAI API only
  • Any client with MCP over HTTP

If that is not you, hand the screen to whoever looks after your computer or to a technical contractor. Afterwards the same screen shows when the key was last used.

Control

Security: you decide what your AI assistant can see

It is fair to ask whether to let an AI near your books. Here is what is true about this connection.

Read-only

Nothing is changed, created or deleted through the key. The assistant cannot issue an invoice, make a payment or file a return.

Never wider than your access

The key sees only the companies and areas you have permission for. If your access is limited, so is your assistant.

A personal key, optionally per company

One key for your account. If you do not want it to cover all your companies, restrict it to selected ones.

Revoke whenever you like

Revoke cuts access immediately. Regenerate issues a new key and the old one stops. If your account is disabled, the key stops too.

What is not exposed

Personal ID numbers, employee records, the team chat and the contents of uploaded files are deliberately left out of the connection.

Your AI provider's terms

We do not use your data for training. But the answer your assistant receives goes to its own provider, and their terms apply. Check its privacy settings.

Choosing

Your own AI over MCP or the built-in FreeMe AI

It is not either/or. Many owners use both.

You set it up

Your AI over MCP

  • For people who already work in Claude or another assistant
  • Figures sit next to the rest of your work: spreadsheets, emails, reports
  • Needs a little setup
No setup

The built-in FreeMe AI

  • Works right inside the app
  • Nothing to install, the fastest route to an answer
  • In the same chat as our accountants
See FreeMe AI

For most people the built-in assistant is enough. MCP is for you if you want the freedom to use your own AI.

Questions

MCP in FreeMe: frequently asked questions

What is MCP?
MCP (Model Context Protocol) is an open standard for connecting AI assistants to apps and data. Think of it as a USB port for AI: an app offers it once, and any assistant that supports it can plug in.
Which assistants does it work with?
The FreeMe screen has guides for Claude Desktop, Claude Code and Cursor, for ChatGPT through the OpenAI API, and a generic option for any client that speaks MCP over HTTP. Claude Desktop needs Node.js installed.
Does it work with the ChatGPT app?
Not directly. The connector screen inside the ChatGPT app uses a different sign-in method (OAuth) and cannot use this key. ChatGPT connects through the OpenAI API instead.
Can the AI change or delete my data?
No. Access is read-only: the assistant cannot issue invoices, make payments or file returns. The MCP connection is a window to look through, not a control panel.
How do I stop access?
On the AI Assistant screen click "Revoke" and access stops immediately. "Regenerate" issues a new key and the old one stops. The key also stops if your account is disabled.
What can the assistant see, and what not?
Only the companies and areas you have access to, and you can restrict the key to selected companies. It cannot see personal ID numbers, employee records, the team chat or the contents of uploaded files.
Is it for me if I am not technical?
Setup suits someone comfortable with a config file or a terminal. If that is not you, the built-in FreeMe AI needs no setup at all, and you can hand MCP to a technical colleague for about ten minutes of work.

Want answers with no setup at all?

The built-in FreeMe AI lives in the app and answers questions about your data right away.

See FreeMe AI

Connect AI to your company data

Open FreeMe, generate a key on the AI Assistant screen and ask your assistant.