Integration · Accounting

Connect Claude & ChatGPT to Tidely

Ask your AI how your cash flow looks for the coming months, what is on your bank accounts, or which sales invoices are still open in Tidely. It can read bank accounts, balances, transactions, sales and purchase invoices, categories and planning scenarios. It can also add planned amounts to the cash-flow plan and categorize transactions.

Connect Tidely free

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

Try asking

“How does our cash flow look for the next three months?”
The AI reads the cash-flow overview for that period.
“How has the balance on our main account moved this month?”
It finds the bank account and reads its balance history.
“Which sales invoices are still open?”
It lists sales invoices filtered by status.

What your AI can do

Cash-flow planning

Read the cash-flow overview by period and scenario, add planned amounts and manage categories.

Bank accounts and transactions

See bank accounts with balances and balance history, read transactions and categorize them.

Invoices

List and read sales and purchase invoices, and update status, due date, paid date, open amount or category.

“Plan a tax payment of 45,000 on 10 March.”
It adds the planned amount to the cash-flow plan on that date, in the category you pick.
“Put last week's software subscription payment in the Software category.”
It finds the transaction and sets its category.
“What does our worst-case scenario show for June?”
It finds the scenario and reads the cash-flow overview for June under it.

19 tools for Tidely

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

create_categoryChanges dataCreate a cash-flow category with `name` and `type`, optionally under a `parent_id`.
create_planChanges dataAdd a planned amount to the cash-flow plan: `name`, `type`, `amount`, `date` and `period`, with optional category and scenario.
get_bank_accountGet one bank account by `account_id`.
get_bank_account_balancesGet the balance history of a bank account by `bank_account_id`.
get_cash_flowGet the cash-flow overview for a period, with optional `scenario_id`, `period` and `from`/`to` dates.
get_categoryGet one category by `category_id`.
get_companyGet one company by `company_id`.
get_invoiceGet one invoice by `invoice_id` and its `invoice_type_filter` (SALE or PURCHASE).
get_scenarioGet one planning scenario by `scenario_id`.
get_transactionGet one bank transaction by `payment_id`.
list_bank_accountsList all bank accounts connected to Tidely, with their balances and currencies.
list_categoriesList cash-flow categories, optionally filtered by `name`. Use to find a `category_id`.
list_companiesList the companies in the Tidely account.
list_invoicesList invoices of one type (`invoice_type_filter` SALE or PURCHASE), filtered by status, invoice number, contact name or category. Paginated.
list_scenariosList planning scenarios. Use to find a `scenario_id` for cash-flow views and plans.
list_transactionsList transactions of one bank account by `bank_account_id`. Paginated.
update_categoryChanges dataRename or change the type of a category by `category_id`.
update_invoiceChanges dataUpdate an invoice by `invoice_id` and `invoice_type_filter` (status, due date, paid date, open amount, category, note).
update_transactionChanges dataUpdate a bank transaction by `payment_id`, e.g. set its `category_id`, purpose or counterpart. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Tidely from the app list.
2
Paste your key
Paste a Tidely API key. In Tidely go to Einstellungen (Settings) > Datenquellen > API-Schlüssel, click +, name the key, pick the company and permissions, and copy the key. It is shown only once. API access requires Tidely Professional or higher.
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 Tidely?

The AI can read companies, bank accounts, balance history, transactions, sales and purchase invoices, categories, planning scenarios and the cash-flow overview. It can add planned amounts, create and update categories, and update invoices and transactions.

Does the AI see my Tidely API key?

No. Your Tidely 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. Updates to invoices and transactions can require your approval before they run. Every tool call is logged. You also pick the key's permissions in Tidely when you create it.

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 Tidely account on Professional or higher, since API access needs it.

Which Tidely plan do I need?

API access requires Tidely Professional or higher. If you do not see the option to create an API key, ask Tidely support to enable API access. When you create the key, you also pick the company and the permissions it has.