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Connect Exact Online to Microsoft Copilot via MCP

Exact Online — the Dutch accounting and ERP standard: accounts, sales and purchase invoices, items, stock, GL accounts and outstanding receivables. OData REST API, OAuth 2.0, scoped to one administration.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub
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Exact Online

Exact Online

Exact Online — the Dutch accounting and ERP standard: accounts, sales and purchase invoices, items, stock, GL accounts and outstanding receivables. OData REST API, OAuth 2.0, scoped to one administration.

tools

10

Region

NL

Category

Accounting

Authentication

OAuth 2.0

Required env vars

EXACT_CLIENT_IDEXACT_CLIENT_SECRETEXACT_BASE_HOSTEXACT_DIVISION
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    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

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Summary

Exact Online — the Dutch accounting and ERP standard: accounts, sales and purchase invoices, items, stock, GL accounts and outstanding receivables. OData REST API, OAuth 2.0, scoped to one administration.

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Example prompts for Exact Online

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

Exact Online · live via MCP
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Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Exact Online, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

Exact Online + Microsoft Copilot

Exact Online — the Dutch accounting and ERP standard: accounts, sales and purchase invoices, items, stock, GL accounts and outstanding receivables. OData REST API, OAuth 2.0, scoped to one administration.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

EXACT_CLIENT_ID, EXACT_CLIENT_SECRET, EXACT_REFRESH_TOKEN, EXACT_BASE_HOST, EXACT_DIVISION

Step 1 — Get credentials

Getting a token

  1. Register an app in the Exact Online App Centre for your country (apps.exactonline.com). You receive a client id and client secret.
  2. Run the authorization-code flow once against your country's host. Keep the refresh token — Exact's access tokens last ten minutes, so the refresh token is the only value worth storing.
  3. Set EXACT_CLIENT_ID, EXACT_CLIENT_SECRET, EXACT_REFRESH_TOKEN, EXACT_BASE_HOST and EXACT_DIVISION.

…(continued in the in-app connector instructions)

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the Exact Online tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
exact_online_get_meRead the authenticated user and, importantly, their CurrentDivision — the administration id every other path needs
exact_online_list_divisionsList the administrations (divisions) this account can reach, with their code, description and currency
exact_online_list_accountsList accounts — Exact's customers, suppliers and prospects — with their code, name, VAT number and status
exact_online_list_sales_invoicesList sales invoices with their number, date, account, amounts and status
exact_online_list_receivablesList outstanding receivables with their invoice number, account, due date and amount still open — the direct answer to 'who owes us money'
exact_online_list_purchase_invoicesList purchase invoices with their supplier, date, due date and amount — the payables side of the ledger
exact_online_list_itemsList items from the product catalogue with their code, description, sales price, cost price and unit
exact_online_list_stock_positionsRead current stock positions per item and warehouse — the availability answer, separate from the item master
exact_online_list_gl_accountsList general ledger accounts with their code, description, type and balance side, for questions that need the chart of accounts
exact_online_list_purchase_entriesList purchase entries (Inkoopboekingen): the bookkeeping record of every supplier invoice, with supplier, invoice number, entry and due…

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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