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.

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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.

88 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_an_invoice_settlementChanges dataCreate a new invoice for a invoice. Required: type or invoice settlement details. Search invoices first to avoid duplicates. API summary: Create an invoice settlement.
create_company_paymentChanges dataCreate a new payment for a company. Required: amount, payment date or recipient ref. Search payments first to avoid duplicates. API summary: Create a bank payment.
create_company_productChanges dataCreate a new product for a company. Search products first to avoid duplicates. API summary: Create an item.
create_company_projectChanges dataCreate a new project for a company. Required: name or project number. Search projects first to avoid duplicates. API summary: [Preview] Create a project.
create_company_tag_groupChanges dataCreate a new tag group for a company. Required: name or alias. Search tag groups first to avoid duplicates. API summary: [Preview] Create a tag group.
create_credit_noteChanges dataCreate a new credit note for a credit note. Search credit notes first to avoid duplicates. API summary: Record credit note.
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_invoice_order_lineChanges dataCreate a new order line for a invoice. API summary: Add a line item to an invoice.
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_journal_entry_messageChanges dataCreate a new message for a journal entry. Required: content. API summary: Add a comment to a journal entry.
create_paymentVisible to othersCreate a new payment. Required: payments. Search payments first to avoid duplicates. Has effects visible outside this system. API summary: Bulk create bank payments.
create_payment_invoiceChanges dataCreate a new invoice for a payment. Search invoices first to avoid duplicates. API summary: Record an invoice payment.
create_settlement_invoiceChanges dataCreate a new invoice for a settlement. Search invoices first to avoid duplicates. API summary: Record an invoice settlement.
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.
create_supplier_invoice_documentChanges dataCreate a new document for a supplier invoice. Search documents first to avoid duplicates. API summary: [Preview] Add an upload to a supplier invoice.
create_supplier_invoice_order_lineChanges dataCreate a new order line for a supplier invoice. Required: description or unit price. API summary: [Preview] Add a line item to a supplier invoice.
create_tag_group_tagChanges dataCreate a new tag for a tag group. Required: name. API summary: [Preview] Create a tag in a tag group.
credit_invoiceChanges dataCreate a credit note for an invoice by `invoice_id`.
delete_company_credit_noteDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval.
delete_company_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval.
delete_company_invoice_delete_supplier_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: [Preview] Delete a supplier invoice.
delete_company_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete an item.
delete_company_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: [Preview] Delete a supplier.
delete_company_tag_groupDeletesPermanently delete a tag group by tag group id. Destructive action; may require approval. API summary: [Preview] Delete a tag group.
delete_invoiceDeletesPermanently delete a draft invoice by `invoice_id`.
delete_invoice_2DeletesPermanently delete a invoice by invoice id 2. Destructive action; may require approval. API summary: Delete an invoice settlement.
delete_invoice_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete an attachment from an invoice.
delete_invoice_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete an invoice payment.
delete_journal_entry_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment on a journal entry.
delete_tag_group_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: [Preview] Delete a tag from a tag group.
download_credit_noteDownload the document for a credit note. API summary: Download a credit note.
download_documentDownload the document for a document. API summary: Download an attachment from an invoice.
download_file_data_for_an_uploadDownload the document for a document. API summary: Download file data for an upload.
download_invoiceDownload the invoice document by `invoice_id`.
download_sieDownload the document for a sie. API summary: Download SIE file for a fiscal year.
get_company_accountGet one account for a company by account. API summary: Get specific account.
get_company_credit_noteGet one credit note for a company by credit note id. API summary: Get a credit note.
get_company_documentGet one document for a company by document id. API summary: Get an upload.
get_company_fiscal_yearGet one fiscal year for a company by fiscal year id. API summary: Get a fiscal year.
get_company_informationGet the connected Bokio company's details, such as name and organisation number.
get_company_paymentGet one payment for a company by payment id. API summary: Get a bank payment created by the integration.
get_company_projectGet one project for a company by project id. API summary: [Preview] Get a project.
get_company_tag_groupGet one tag group for a company by tag group id. API summary: [Preview] Get a tag group by ID.
get_customerGet one customer by `customer_id`.
get_invoiceGet one customer invoice by `invoice_id`, with lines, totals and status.
get_invoice_2Get one invoice for a invoice by invoice id 2. API summary: Get an invoice settlement.
get_invoice_documentGet one document for a invoice by document id. API summary: Get an attachment.
get_invoice_paymentGet one payment for a invoice by payment id. API summary: Get an invoice payment.
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_journal_entry_messageGet one message for a journal entry by message id. API summary: Get a comment on a journal entry.
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`.
list_journal_entry_messagesList messages for a journal entry. API summary: List comments on a journal entry.
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.
refund_journal_entryMoves moneyReverse a journal entry (journal entry id). Financial or irreversible action; may require approval.
search_accountsSearch the chart of accounts with `query`, to find account numbers.
search_company_documentsSearch documents for a company by query. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get uploads.
search_company_paymentsSearch payments for a company by query. Use this to find existing payments before creating a new payment. Results are paginated. API summary: Get bank payments.
search_company_projectsSearch projects for a company by query. Use this to find existing projects before creating a new project. Results are paginated. API summary: [Preview] List projects.
search_company_tag_groupsSearch tag groups for a company by query. Use this to find existing tag groups before creating a new tag group. Results are paginated. API summary: [Preview] Get all tag groups.
search_credit_notesSearch credit notes with `query`.
search_customersSearch customers with `query`. Use it to find a customer ID before creating an invoice.
search_invoice_documentsSearch documents for a invoice by query. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get attachments.
search_invoicesSearch customer invoices with `query`, optionally by `project_id`.
search_invoices_2Search invoices for a invoice by query. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: Get invoice settlements.
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`.
submit_credit_noteVisible to othersPublish a credit note (credit note id). Has effects visible outside this system.
update_company_credit_noteChanges dataUpdate an existing credit note identified by credit note id. API summary: Update a credit note.
update_company_invoice_put_supplier_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: [Preview] Update a supplier invoice.
update_company_productChanges dataUpdate an existing product identified by product id. API summary: Update an item.
update_company_projectChanges dataUpdate an existing project identified by project id. API summary: [Preview] Update a project.
update_company_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: [Preview] Update a supplier.
update_company_tag_groupChanges dataUpdate an existing tag group identified by tag group id. API summary: [Preview] Update a tag group.
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.
update_journal_entriesVisible to othersUpdate an existing journal entry identified by journal entry id. Has effects visible outside this system. API summary: [Preview] Update journal entry tags.
update_journal_entry_messageChanges dataUpdate an existing message identified by message id. API summary: Update a comment on a journal entry.
update_tag_group_tagChanges dataUpdate an existing tag identified by tag id. API summary: [Preview] Update a tag in a tag group.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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.