--- title: "MCP for accounting data: connect Claude to FreeMe | FreeMe.bg" canonical: "https://freeme.bg/en/features/mcp" language: en --- 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](https://app.freeme.bg/) [How to connect](https://freeme.bg/en/features/mcp#how) - 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 πŸ”Œ ### One standard MCP is a common socket for AI. Plug in once, and it works with different assistants. πŸ‘ ### Read-only Your AI can look at the numbers but cannot change, create or delete anything. πŸ’¬ ### Ask like a human No reports or filters: ask in plain language and get an answer with figures. πŸ”‘ ### 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](https://freeme.bg/en/features/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](https://freeme.bg/en/features/freeme-ai) ## Connect AI to your company data Open FreeMe, generate a key on the AI Assistant screen and ask your assistant. [Get started](https://app.freeme.bg/)