Integration · Accounting

Connect Claude & ChatGPT to Dinero

Ask your AI which invoices are overdue, what a customer has paid, or to draft an invoice in Dinero. It can create and update contacts and products, register payments on booked invoices, create credit notes and purchase vouchers, and read ledger entries and the income statement. Your organisation ID is stored with the connection, so the AI never has to ask which company to work in.

Connect Dinero free

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

Try asking

“Which invoices are overdue?”
The AI lists sales invoices with status overdue, with customer, amount and due date.
“Create a draft invoice for Nordic Foods ApS: 10 hours of consulting at 950 DKK.”
It finds the contact and a sales account and creates a draft invoice with one line. The draft has no invoice number until it is booked.
“Invoice 1087 was paid today into our bank account. Register the payment.”
It looks up your deposit accounts and registers the payment on the booked invoice, which posts to the ledger and marks the invoice paid.

What your AI can do

Invoices and credit notes

Create, update, book and email invoices, create and book credit notes, and register payments on booked invoices.

Contacts and products

Search, create and update customers and suppliers with CVR, address and payment terms, and keep your product catalogue up to date.

Accounts and ledger

Read the chart of accounts, deposit accounts, posted ledger entries and the income statement, and create and book purchase vouchers.

“Credit invoice 1042 in full.”
It creates a draft credit note that reverses the booked invoice. The credit note takes effect when it is booked.
“What does the profit and loss look like for this year?”
It reads the income statement for the accounting year, with account numbers if you ask for them.
“Add this supplier bill from Office Supply ApS as an expense.”
It creates a draft purchase voucher with the supplier, date and lines. It is not posted until the voucher is booked.

133 tools for Dinero

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 a booked invoice: amount, payment date, description and the deposit account number the money went to (see list_deposit_accounts). This posts to the ledger and marks the invoice (partly) paid.
book_credit_noteVisible to othersBook a draft sales credit note so it gets a number and posts to the ledger. This is irreversible. Needs the credit note GUID and current timestamp.
book_invoiceVisible to othersBook a draft invoice so it gets a legal invoice number and posts to the ledger. This is irreversible; a booked invoice can only be corrected with a credit note. Needs the invoice GUID and current timestamp.
book_purchase_voucherVisible to othersBook a draft purchase voucher so it posts to the ledger. This is irreversible. Needs the voucher GUID and current timestamp.
create_accountChanges dataCreate a new account. Required: number or name. API summary: Create deposit account.
create_contactChanges dataCreate a customer or supplier. Needs name, country_key (e.g. DK), is_person, is_member and use_cvr; optionally CVR/VAT number, email, address and payment terms.
create_contact_messageChanges dataCreate a new message for a contact. Required: text. API summary: Create contact note.
create_credit_noteChanges dataCreate a draft sales credit note for a contact with product lines, optionally linked to the invoice it credits (credit_note_for).
create_credit_note_2Changes dataCreate a new credit note. Required: lines. Search credit notes first to avoid duplicates. API summary: Create purchase credit note.
create_credit_note_from_invoiceChanges dataCreate a draft credit note that fully reverses a booked invoice, given the invoice GUID. The credit note must then be booked to take effect.
create_credit_note_messageChanges dataCreate a new message for a credit note. Required: payment mean enum. API summary: Send electronic creditnote.
create_credit_note_paymentChanges dataCreate a new payment for a credit note. Required: timestamp, deposit account number, remainder is fee, description or amount. API summary: Add payment to creditnote.
create_documentChanges dataCreate a new document. API summary: Upload file.
create_invoiceChanges dataCreate a draft sales invoice for a contact with product lines (description, quantity, unit price, account). The draft has no invoice number until it is booked.
create_invoice_reminderChanges dataCreate a new reminder for a invoice. Required: timestamp, date, with debt collection warning, with fee, with interest fee or with compensation fee. API summary: Add reminder.
create_ledgerChanges dataCreate a new ledger. API summary: Get ledger items.
create_ledgeritemChanges dataCreate a new ledgeritem. API summary: Add ledger item.
create_manuelChanges dataCreate a new manuel. API summary: Create manual voucher.
create_orderChanges dataCreate a new order. Required: purchase type. API summary: Create purchase voucher.
create_order_credit_noteChanges dataCreate a new credit note for a order. Required: timestamp. Search credit notes first to avoid duplicates. API summary: Create credit note from purchase voucher.
create_pageChanges dataCreate a new page. Required: number, name or vat code. API summary: Create entry account.
create_pre_reminderVisible to othersCreate a new pre reminder. Required: should add trust pilot email as bcc. Has effects visible outside this system. API summary: Send invoice prereminder.
create_productChanges dataCreate a product for use on invoices: name, unit, default quantity, price excl. VAT (base_amount_value) and sales account number.
create_purchase_voucherChanges dataCreate a draft purchase voucher (supplier bill or expense) with lines, supplier contact, voucher date and optionally an uploaded receipt file. It is not booked until book_purchase_voucher is called.
create_purchase_voucher_paymentChanges dataCreate a new payment for a purchase voucher. Required: timestamp, deposit account number, description or amount. API summary: Create payment for credit purchase voucher or credit note.
create_reminder_e_reminderChanges dataCreate a new e reminder for a reminder. Required: payment mean enum. API summary: Send reminder with EAN.
create_similarChanges dataCreate a new similar. Required: purchase type. API summary: Get similar purchase.
create_subscribeDeletesCreate a new subscribe. Destructive action; may require approval. API summary: Subscribe to webhook.
create_tradeofferChanges dataCreate a new tradeoffer. Required: contact guid or product lines. Search tradeoffers first to avoid duplicates. API summary: Create trade offer.
create_tradeoffer_invoiceChanges dataCreate a new invoice for a tradeoffer. Search invoices first to avoid duplicates. API summary: Create invoice from trade offer.
delete_contactDeletesPermanently delete a contact by guid. Destructive action; may require approval. API summary: Delete contact.
delete_contact_messageDeletesPermanently delete a message by message guid. Destructive action; may require approval. API summary: Delete contact note.
delete_credit_noteDeletesPermanently delete a credit note by guid. Destructive action; may require approval. API summary: Delete purchase credit note.
delete_credit_note_deleteDeletesPermanently delete a credit note by guid. Destructive action; may require approval. API summary: Delete credit note.
delete_credit_note_paymentDeletesPermanently delete a payment by payment guid. Destructive action; may require approval. API summary: Delete payment from creditnote.
delete_deletesMoves moneyPermanently delete a delete by organization id. Financial or irreversible action; may require approval. API summary: Delete multiple ledger items.
delete_documentDeletesPermanently delete a document by file guid. Destructive action; may require approval. API summary: Remove attachment from document.
delete_invoiceDeletesDelete a draft invoice by GUID. Only drafts can be deleted; booked invoices must be credited instead.
delete_invoice_paymentDeletesPermanently delete a payment by payment guid. Destructive action; may require approval. API summary: Delete payment from invoice.
delete_invoice_reminderDeletesPermanently delete a reminder by reminder id. Destructive action; may require approval. API summary: Delete reminder.
delete_manuelDeletesPermanently delete a manuel by guid. Destructive action; may require approval. API summary: Delete manual voucher.
delete_orderDeletesPermanently delete a order by guid. Destructive action; may require approval. API summary: Delete purchase voucher.
delete_productDeletesPermanently delete a product by guid. Destructive action; may require approval. API summary: Delete product.
delete_purchase_voucher_paymentDeletesPermanently delete a payment by timestamp. Destructive action; may require approval. API summary: Delete payment from credit purchase voucher or credit note.
delete_tradeofferDeletesPermanently delete a tradeoffer by guid. Destructive action; may require approval. API summary: Delete trade offer.
delete_unsubscribesMoves moneyPermanently delete a unsubscribe by organization id. Financial or irreversible action; may require approval. API summary: Unsubscribe specific webhook event.
download_account_pdfDownload the pdf document for a account. API summary: Get contacts state of account as PDF.
download_credit_note_pdfDownload the pdf document for a credit note. API summary: Get credit note as pdf.
download_the_specified_fileGet one document by document guid. API summary: Download the specified file.
fetch_reminderChanges dataCreate a new invoice. Required: date, with debt collection warning, with fee, with interest fee or with compensation fee. Search invoices first to avoid duplicates. API summary: Fetch reminder.
get_accountGet one account by guid. API summary: Get contacts state of account.
get_contactGet one contact (customer or supplier) by its contact GUID, including address, CVR, email and payment terms.
get_contact_messageGet one message for a contact by message guid. API summary: Get contact note.
get_credit_noteGet one sales credit note by GUID with lines, totals, status and current timestamp.
get_credit_note_2Get one credit note by guid. API summary: Get purchase credit note.
get_credit_note_email_templateList invoices. API summary: Get credit note email template.
get_credit_note_totalsChanges dataCreate a new invoice. Required: product lines. Search invoices first to avoid duplicates. API summary: Get credit note totals.
get_documentGet one document by document guid. API summary: Get document attachments.
get_fileguidGet one fileguid by file guid. API summary: Get purchase draft Guid by fileGuid.
get_income_statementGet the income statement (profit and loss) for an accounting year, optionally with account numbers and zero-balance accounts.
get_invoiceGet one invoice by GUID with lines, totals, status, contact and the current timestamp (needed to update, book or send it).
get_invoice_reminderGet one reminder for a invoice by reminder id. API summary: Get reminder.
get_invoice_totalsChanges dataCreate a new invoice. Required: product lines. Search invoices first to avoid duplicates. API summary: Get invoice totals.
get_ledgeritem_statusChanges dataGet the current status of a ledgeritem by organization id. API summary: Get ledger item status.
get_manuelGet one manuel by guid. API summary: Get manual voucher.
get_pre_reminder_templateList invoices. API summary: Get pre-reminder template.
get_productGet one product by guid. API summary: Get product.
get_purchase_totalsChanges dataCreate a new invoice. Required: purchase type. Search invoices first to avoid duplicates. API summary: Get purchase totals.
get_purchase_voucherGet one purchase voucher (supplier bill or expense) by GUID with lines, status and current timestamp.
get_reminder_email_templateList invoices. API summary: Get reminder email template.
get_trade_offer_email_templateList invoices. API summary: Get trade offer email template.
get_trade_offer_totalsChanges dataCreate a new invoice. Required: product lines. Search invoices first to avoid duplicates. API summary: Get trade offer totals.
get_tradeofferGet one tradeoffer by guid. API summary: Get trade offer as json or pdf.
list_accountingyearsList accountingyears. API summary: List Accounting years.
list_accountsList the chart of accounts (entry accounts) with account numbers and names, optionally filtered by category. Use these numbers on invoice and voucher lines.
list_balancesList balances. Optional filters: show zero account, show account no, include ledger entries, show vat type or include summary account. API summary: Get balance report.
list_changesList changes. Optional filters: changes from, changes to or include primo.
list_companiesList companies. API summary: List organization.
list_contact_messagesList messages for a contact. Optional filters: deleted only. Results are paginated. API summary: List contact notes.
list_contactsList or search customers and suppliers. Use query_filter or free text to narrow by name, email or CVR; results are paginated.
list_contacts_2List contacts. Optional filters: query filter, changes since or deleted only. Results are paginated.
list_countriesList countries.
list_credit_note_mailoutsList mailouts for a credit note. Optional filters: changes since.
list_credit_note_paymentsList payments for a credit note. API summary: Get payments for creditnote.
list_credit_notesList sales credit notes with optional date range, status filter and free-text search. Results are paginated.
list_deposit_accountsList the bank and cash (deposit) accounts that payments can be registered to.
list_documentsList documents. Optional filters: extensions, uploaded before, uploaded after or file status. Results are paginated. API summary: List files.
list_entriesList posted ledger entries for a date range (from_date, to_date), optionally including opening balances.
list_eventsList events. API summary: Get list of available webhook events to subscribe to for an organization.
list_invoice_mailoutsList mailouts for a invoice. Optional filters: changes since or include sms.
list_invoice_paymentsList the payments registered on one invoice by invoice GUID.
list_invoice_remindersList reminders for a invoice. Optional filters: changes since. API summary: Get reminders.
list_invoice_templatesList invoices. API summary: List invoice templates.
list_invoicesList sales invoices with optional date range, status filter (draft, booked, paid, overdue) and free-text search. Results are paginated.
list_invoices_2List invoices. API summary: Get invoice email template.
list_nextsList nexts. API summary: Get next reminder.
list_ordersList orders. API summary: List purchase accounts.
list_organizationsList the Dinero organizations (companies) the connected user can access, with name, ID and basic company details.
list_primosList primos. Optional filters: show zero account, show account no, include summary account or show vat type. API summary: Get Primo balance report.
list_productsList or search products in the product catalogue with price, unit and sales account. Results are paginated.
list_purchase_voucher_paymentsList payments for a purchase voucher. API summary: Get payments for credit purchase voucher or credit note.
list_saldosList saldos. Optional filters: show zero account, show account no, include summary account, include ledger entries or show vat type. API summary: Get saldo balance report.
list_sales_vouchersList all sales vouchers (invoices and credit notes together) with optional date range, status and free-text search.
list_settingsList settings. API summary: Get default settings.
list_subscriptionsList subscriptions. API summary: Get active webhook subscriptions for an organization.
list_tradeoffer_mailoutsList mailouts for a tradeoffer. Optional filters: changes since or include sms.
list_vat_typesList vat types.
restore_contactChanges dataRestore a contact (guid). API summary: Restore deleted contact.
search_tradeoffersSearch tradeoffers by query filter, changes since, deleted only, free text search, sort or sort order. Use this to find existing tradeoffers before creating a new tradeoffer. Results are paginated. API summary: List trade offers.
send_accountVisible to othersEmail a account (guid). Has effects visible outside this system. API summary: Send the contacts state of account as an email.
send_credit_noteVisible to othersEmail a credit note (guid). Has effects visible outside this system. API summary: Send credit note.
send_electronic_invoiceChanges dataCreate a new invoice for a invoice. Required: payment mean enum. Search invoices first to avoid duplicates. API summary: Send electronic invoice.
send_invoiceVisible to othersEmail a booked invoice to the customer, optionally with a custom subject, message, receiver address and the invoice PDF attached. The email is sent immediately.
send_reminderVisible to othersEmail a reminder (voucher guid). Has effects visible outside this system. API summary: Send reminder email.
send_smsVisible to othersSend a sms (voucher guid). Has effects visible outside this system. API summary: Send sms with link to invoice.
send_tradeofferVisible to othersEmail a tradeoffer (guid). Has effects visible outside this system. API summary: Send trade offer email.
submit_credit_noteVisible to othersBook a credit note (guid). Has effects visible outside this system. API summary: Book purchase credit note.
submit_ledgeritemVisible to othersBook a ledgeritem (organization id). Has effects visible outside this system. API summary: Send ledger items to booking.
submit_manuelVisible to othersBook a manuel (guid). Has effects visible outside this system. API summary: Book manual voucher.
submit_reminderVisible to othersBook a reminder (reminder id). Has effects visible outside this system. API summary: Book reminder.
update_contactChanges dataUpdate an existing contact by GUID, such as name, email, address, CVR or payment terms. Send the full set of required fields (name, country_key, is_person, is_member, use_cvr).
update_contact_messageChanges dataUpdate an existing message identified by message guid. API summary: Update contact note.
update_credit_noteChanges dataUpdate an existing credit note identified by guid. API summary: Update purchase credit note.
update_defaultChanges dataUpdate an existing default identified by document type. API summary: Binds the default documents (given by the organization and the document type) from settings to the document given by the document Guid.
update_documentChanges dataUpdate an existing document identified by file name. API summary: Bind attachment with a document.
update_invoiceChanges dataUpdate a draft invoice by GUID, such as its lines, date, contact or payment terms. Needs the invoice's current timestamp from get_invoice; booked invoices cannot be changed.
update_invoice_reminderChanges dataUpdate an existing reminder identified by reminder id. API summary: Update reminder.
update_ledgeritemsVisible to othersUpdate an existing ledgeritem identified by organization id. Has effects visible outside this system. API summary: Update ledger items.
update_manuelChanges dataUpdate an existing manuel identified by guid. API summary: Update manual voucher.
update_orderChanges dataUpdate an existing order identified by guid. API summary: Update purchase voucher.
update_productChanges dataUpdate an existing product identified by guid. API summary: Update product.
update_tradeofferChanges dataUpdate an existing tradeoffer identified by guid. API summary: Update trade offer.
upload_a_file_as_an_attachmentChanges dataCreate a new document. API summary: Upload a file as an attachment.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Dinero from the app list.
2
Paste your key
You need Dinero Pro or Total. In Dinero, open Integrationer, click 'Se og opret API-nøgler', choose Personlig Integration and click 'Anmod om API-credentials'. Save the Client ID and Secret, as they are shown only once. Dinero approves the request within a working day. Then click 'Opret ny API-nøgle' and copy the key. Your organisation ID (firma-ID) is shown bottom-left in Dinero and is the number right after app.dinero.dk/ in the address bar.
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 Dinero?

It can read contacts, products, invoices, credit notes, sales vouchers, purchase vouchers, payments, the chart of accounts, deposit accounts, ledger entries and the income statement. It can create and update contacts, products and draft invoices, create credit notes and purchase vouchers, and register payments. If you switch those tools on, it can also book invoices, credit notes and purchase vouchers and email booked invoices.

Does the AI see my Dinero credentials?

No. Your client ID, secret and API key are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. HeyMyApps exchanges them for a short-lived access token on its own, and 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. Booking an invoice gives it a legal invoice number and cannot be undone, sending an invoice emails your customer, and deleting a draft is permanent. These can require your approval before they run. 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 Dinero account with a Pro or Total subscription, which Dinero requires for a personal integration.

Why does Dinero need a client ID, a secret and an API key?

Dinero's personal integration uses all three to issue an access token that only lasts a short time. HeyMyApps does that exchange automatically on every connection, so you paste the values once and never deal with tokens. Your organisation ID is saved with the connection, so every call goes to the right company.