Integration · Accounting

Connect Claude & ChatGPT to Bokio

Ask your AI to draft an invoice, register a payment or look up a customer in Bokio. It can create and publish customer invoices, record them in the bookkeeping, issue credit notes and register supplier invoices. It can also search journal entries and the chart of accounts, and book a journal entry when you tell it what to post.

Connect Bokio free

Free plan, no credit card. Takes about a minute.

Try asking

“Create a draft invoice to Nordic Foods AB for 10 hours of consulting at 1,200 SEK.”
The AI finds the customer and creates a draft invoice with the line. Nothing is sent to the customer.
“Publish the draft and record it in the books.”
It publishes the invoice, which cannot be undone, and records it in the bookkeeping with a journal entry.
“Nordic Foods paid invoice 1043 into the bank account yesterday.”
It registers the payment on the invoice with the date, amount and bookkeeping account. No money is moved.

What your AI can do

Customer invoices

Create, update, publish and record invoices, register payments, issue credit notes and download invoice documents.

Customers, items and suppliers

Search, read, create and update customers, look up items, and register suppliers and supplier invoices.

Bookkeeping

Search and read journal entries, search the chart of accounts, list fiscal years, and book balanced journal entries.

“Register the supplier invoice from Kontorsgiganten for 2,450 SEK due on the 30th.”
It finds the supplier and registers the supplier invoice with dates and total. It does not pay it.
“Which account do we use for office supplies?”
It searches the chart of accounts and shows matching account numbers.
“Credit invoice 1038.”
It creates a credit note for the invoice.

30 tools for Bokio

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_invoice_paymentChanges dataRegister a payment received on an invoice by `invoice_id` with `date`, `sum_base_currency` and the `bookkeeping_account_number` it was paid into. Moves no money.
create_customerChanges dataCreate a customer with `name` and `type`, plus address, org and VAT number, payment terms and contact details. Search first to avoid duplicates.
create_invoiceChanges dataCreate a draft customer invoice with `invoice_date`, `line_items` and `customer_ref`, plus optional due date and currency. Nothing is sent to the customer.
create_journal_entryChanges dataBook a journal entry with `title`, `date` and `items` (each with `account`, `debit` or `credit`). Debits and credits must balance; this posts to the books.
create_supplierChanges dataCreate a supplier with `name`, plus address, currency, org and VAT number and payment details.
create_supplier_invoiceChanges dataRegister a supplier invoice with `supplier_ref`, `invoice_date`, `due_date` and `total_amount`, plus optional invoice number and lines. Does not pay it.
credit_invoiceChanges dataCreate a credit note for an invoice by `invoice_id`.
delete_invoiceDeletesPermanently delete a draft invoice by `invoice_id`.
download_invoiceDownload the invoice document by `invoice_id`.
get_company_informationGet the connected Bokio company's details, such as name and organisation number.
get_customerGet one customer by `customer_id`.
get_invoiceGet one customer invoice by `invoice_id`, with lines, totals and status.
get_itemGet one item by `product_id` (the item ID).
get_journal_entryGet one journal entry by `journal_entry_id`, with its debit and credit lines.
get_supplierGet one supplier by `supplier_id`.
get_supplier_invoiceGet one supplier invoice by `invoice_id`.
list_fiscal_yearsList the company's fiscal years.
list_invoice_paymentsList the payments registered on an invoice by `invoice_id`.
publish_invoiceVisible to othersPublish (finalize) a draft invoice by `invoice_id`. This cannot be undone; confirm with the user first.
record_invoiceChanges dataRecord a published invoice by `invoice_id` in the bookkeeping, creating its journal entry.
search_accountsSearch the chart of accounts with `query`, to find account numbers.
search_credit_notesSearch credit notes with `query`.
search_customersSearch customers with `query`. Use it to find a customer ID before creating an invoice.
search_invoicesSearch customer invoices with `query`, optionally by `project_id`.
search_itemsSearch products and services (items) with `query`.
search_journal_entriesSearch journal entries (verifikationer) with `query`, optionally by `tag_id`.
search_supplier_invoicesSearch supplier invoices (bills) with `query`, optionally by `project_id`.
search_suppliersSearch suppliers with `query`.
update_customerChanges dataUpdate a customer by `customer_id`; `name` and `type` are required along with the fields you change.
update_invoiceChanges dataUpdate a draft invoice by `invoice_id`; `invoice_date` and `line_items` are required.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Bokio from the app list.
2
Paste your key
Paste your Bokio integration token and your company ID. In Bokio open the Integrations page, create a private integration and copy the integration token. The company ID is in the Bokio address bar when you are logged in to the company.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Bokio?

The AI can read your company information, customers, invoices, payments, credit notes, items, suppliers, supplier invoices, journal entries, accounts and fiscal years. It can create and update customers and draft invoices, publish and record invoices, register payments, issue credit notes, delete drafts, create suppliers and supplier invoices, and book journal entries.

Does the AI see my Bokio integration token?

No. Your Bokio credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Publishing an invoice cannot be undone, booking a journal entry posts to the books, and deleting a draft is permanent. Each of these can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Bokio account.

Where do I find my Bokio company ID?

Log in to Bokio and open the company. The company ID is part of the address in your browser's address bar. You enter it once next to your integration token, and the AI then works in that company.