Integration · Accounting

Connect Claude & ChatGPT to Uniconta

Ask your AI about a customer, an open sales order or last month's invoices, and it reads the answer from Uniconta. It can query any table, from debtors and items to the chart of accounts, create and update records, build a sales order with its lines and turn it into a posted invoice, with a proforma preview first.

Connect Uniconta free

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

Try asking

“Show me customer 1001 and its open sales orders.”
The AI reads the debtor record and queries sales orders filtered on that account.
“What lines are on sales order 5120?”
It reads the order and lists its order lines with items, quantities and prices.
“Create a sales order for customer 1001: 5 of item A-200.”
It creates the order and its line in one go. Nothing is posted yet.

What your AI can do

Any table, one set of tools

List and describe tables, then query, read, create, update or delete records such as debtors, creditors, items, orders and accounts.

Orders and invoices

Create sales orders with lines in one call, preview them as proforma, post customer invoices from orders and get invoice PDFs.

Supplier invoices and companies

Post supplier invoices from purchase orders, with a preview first, and switch between the companies your login can reach.

“Preview the invoice for order 5120, then post it.”
It runs the invoice as a proforma first so you can check it, then posts it as the final customer invoice when you confirm.
“Get me the PDF of invoice 30455.”
It fetches the PDF of the posted invoice by number, account and date.
“Which fields does the item table have?”
It describes the table with its fields and types, so it knows what it can filter on or fill in.

13 tools for Uniconta

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

change_companySwitch the active Uniconta company by company_id. Later calls then read and write that company's data.
create_creditor_invoiceChanges dataPost a supplier invoice from a purchase order. Pass order_number, invoice_number and date; use simulate true to preview. Posting is final.
create_debtor_invoiceChanges dataTurn a sales order into a posted customer invoice. Pass order_number (or order/lines) and date; set simulate true for a proforma preview first. Posting is final and send_email true emails the customer.
create_recordChanges dataCreate one record of entity_name, e.g. a new debtor or item. Pass the record's fields in body.
create_record_with_linesChanges dataCreate a master record together with its lines in one go, e.g. a sales order (master_name DebtorOrderClient) and its lines (child_name DebtorOrderLineClient). master and details are JSON strings.
delete_recordDeletesDelete one record of entity_name, identified by the record in body. This can't be undone.
describe_tableDescribe one table by table_name: its fields and their types, so you know which properties to filter on or send.
get_invoice_pdfGet the PDF of a posted invoice by invoice_number, account and date.
get_recordChanges dataRead one full record of entity_name. Pass body with the key fields that identify it, e.g. {"Account": "1001"} for a debtor.
list_child_recordsChanges dataList the child records of a master record, e.g. the order lines (entity_type DebtorOrderLineClient) of an order (master_type DebtorOrderClient). Pass the master record as body.
list_tablesList the table (entity) names available in Uniconta, e.g. DebtorClient, DebtorOrderClient, DebtorInvoiceClient, InvItemClient, CreditorClient, GLAccountClient.
query_recordsChanges dataRead records of an entity type (entity_name, e.g. DebtorClient for customers, DebtorOrderClient for sales orders, DebtorInvoiceClient for invoices). Filter with items: PropertyName + FilterValue, and page with Skip/Take.
update_recordChanges dataUpdate one record of entity_name. Pass the full record (including its key fields) with the changed values in body.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Uniconta from the app list.
2
Paste your key
Enter the login ID and password of a Uniconta user with access to the company. A dedicated server-login user for integrations is recommended. The extra headers field is optional. PipMCP exchanges the login for short-lived access automatically and renews it. After connecting, the AI picks the company to work in.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in Uniconta?

It can list and describe tables and query, read, create, update and delete records in them, including debtors, creditors, items, sales orders, invoices and accounts. It can create an order with its lines in one call, post customer invoices from sales orders, post supplier invoices from purchase orders and fetch invoice PDFs.

Does the AI see my Uniconta credentials?

No. Your login ID and password 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 with reading only. Posting an invoice is final, it can email the customer, and deleting a record cannot be undone, so these can require your approval before they run. Invoices can also be previewed as proforma first. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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 Uniconta account.

Which Uniconta company does the AI work in?

After connecting, the AI switches to a company by its company ID, and later calls read and write that company's data. If your login has access to several companies, it can switch between them. A dedicated server-login user lets you limit which companies it can reach.