Connector guide5-minute read15 MCP tools7 languages

How to Connect Fortnox to Microsoft Copilot — via MCP

Fortnox — the Swedish SMB accounting standard: customers, invoices, supplier invoices, articles, orders, vouchers and the account chart. REST API v3, OAuth 2.0.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub

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Fortnox

Fortnox

Fortnox, the Swedish SMB accounting standard: customers, invoices, supplier invoices, articles, orders, vouchers and the account chart. REST API v3, OAuth 2.0.

tools

15

Region

SE

Category

Accounting

Authentication

OAuth 2.0

Required env vars

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

Skip the install. Get this working in under 2 minutes.

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Summary

Fortnox — the Swedish SMB accounting standard: customers, invoices, supplier invoices, articles, orders, vouchers and the account chart. REST API v3, OAuth 2.0.

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Example prompts for Fortnox

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

Fortnox · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

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

Fortnox + Microsoft Copilot

Fortnox — the Swedish SMB accounting standard: customers, invoices, supplier invoices, articles, orders, vouchers and the account chart. REST API v3, OAuth 2.0.

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:

FORTNOX_CLIENT_ID, FORTNOX_CLIENT_SECRET, FORTNOX_REFRESH_TOKEN

Step 1 — Get credentials

Getting a token

  1. Register at the Fortnox Developer Portal and create an integration. You receive a client id and client secret.
  2. Run the authorization-code flow once for the customer's Fortnox account, asking for the scopes you need — invoice, customer, article, order, supplierinvoice, bookkeeping, settings. Keep the refresh token.
  3. Set FORTNOX_CLIENT_ID, FORTNOX_CLIENT_SECRET and FORTNOX_REFRESH_TOKEN. AnythingMCP refreshes the access token on its own.

…(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 Fortnox 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
fortnox_get_company_settingsRead the connected company's settings: name, organisation number, VAT number, address and currency
fortnox_list_customersList customers with their number, name, organisation number, address and payment terms
fortnox_get_customerRead one customer by their customer number, with addresses, delivery defaults, VAT settings and price list
fortnox_list_invoicesList invoices with their number, date, due date, customer, total and balance
fortnox_get_invoiceRead one invoice in full: every row with article, quantity, price and VAT, the totals, the payment terms and the balance outstanding
fortnox_list_supplier_invoicesList supplier invoices with their supplier, date, due date, total and payment state — the payables side of the ledger
fortnox_list_ordersList sales orders with their number, customer, date, delivery state and total, for the pipeline between quote and invoice
fortnox_list_articlesList articles with their number, description, sales price, purchase price, stock quantity and unit
fortnox_list_vouchersList bookkeeping vouchers in a financial year with their series, number, date and description — the ledger underneath the documents
fortnox_list_accountsList the chart of accounts for a financial year with each account's number, description, VAT code and balance-carry setting
fortnox_create_invoiceCreate a customer invoice as an unbooked draft: customer, dates and rows
fortnox_list_attachmentsList the files attached to one invoice, order or offer: attachment id, fileId and whether the file goes out with the document…
fortnox_attach_filesAttach files that are already in the Fortnox inbox or archive to one or more invoices, orders or offers, optionally to be sent with the…
fortnox_detach_fileDetach one file from its invoice, order or offer by attachment id; the file itself stays in the Fortnox archive
fortnox_list_inboxList the files and sub-folders of the Fortnox inbox (Inkorgen) or of one of its folders, with each file's Id, Name, Size and ArchiveFileId

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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