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.

40 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_gl_journal_daily_journalChanges dataCreate a new gl journal. API summary: Posts a daily journal to the general ledger system.
create_gl_journal_journalChanges dataCreate a new gl journal. API summary: Posts a journal entry to the system.
create_inventory_journal_journalChanges dataCreate a new inventory journal. API summary: Posts an inventory journal to the system.
create_paymentMoves moneyCreate a new payment. Financial or irreversible action; may require approval. API summary: Settles the specified debtor transactions.
create_payment_2Changes dataCreate a new payment. API summary: Reopens a debtor transaction settlement.
create_payment_3Changes dataCreate a new payment. API summary: Reopens a creditor transaction settlement.
create_payment_postMoves moneyCreate a new payment. Financial or irreversible action; may require approval. API summary: Settles the specified creditor transactions.
create_production_linesChanges dataCreate a new production. API summary: Creates production lines for a specified production order.
create_projectChanges dataCreate a new project. API summary: Validates the journal request by checking its header and lines, and processes it using the posting API.
create_project_daily_journalChanges dataCreate a new project. API summary: Posts a daily journal entry to the system.
create_project_emp_journalChanges dataCreate a new project. API summary: Processes and posts an employee journal to the system.
create_project_postChanges dataCreate a new project. API summary: Validates and checks the status of a journal entry based on the provided request data.
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.
create_refreshChanges dataCreate a new refresh. API summary: Method to get new access token before expiry using Refresh token valid for 7 days.
create_report_as_finishedChanges dataCreate a new report as finished. API summary: Marks a production order as finished by reporting its completion details.
create_settle_bank_statementMoves moneyCreate a new settle bank statement. Financial or irreversible action; may require approval. API summary: Settles bank statement lines with general ledger transactions.
delete_delete_listDeletesPermanently delete a delete list by entity name. Destructive action; may require approval. API summary: Deletes a list of entities of the specified type.
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_get_document_from_row_idGet one get document from row id by row id. API summary: Retrieves a document based on the specified RowId.
get_get_invoice_pdfGet one get invoice pdf by guid string. API summary: Retrieves the PDF representation of an invoice identified by the specified GUID.
get_invoice_pdfGet the PDF of a posted invoice by invoice_number, account and date.
get_query_documentChanges dataGet one query. API summary: Retrieves a document based on the provided input data.
get_query_table_add_on_dataGet one query. API summary: Retrieves add-on data for a specific table and row based on the provided identifiers.
get_query_table_add_on_data_getChanges dataGet one query. API summary: Processes a request to retrieve table add-on data based on the provided input.
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.
get_tableGet one table by company id. API summary: Retrieves the collection of plugin table names associated with the specified company.
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_insert_child_recordChanges dataUpdate an existing insert child record identified by child name. API summary: Inserts a collection of child records associated with a specified master record using the provided master and detail data.
update_insert_listChanges dataUpdate an existing insert list identified by entity name. API summary: Inserts a list of entities into the specified data store.
update_recordChanges dataUpdate one record of entity_name. Pass the full record (including its key fields) with the changed values in body.
update_update_fields_modifiedChanges dataUpdate an existing update fields modified identified by entity name. API summary: Updates the specified fields of an entity based on the provided original and modified values.
update_update_fields_modified_listChanges dataUpdate an existing update fields modified list identified by entity name. API summary: Updates a list of modified entities in the system based on the provided original and modified data.
update_update_listChanges dataUpdate an existing update list identified by entity name. API summary: Updates a list of entities of the specified type in the system.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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. HeyMyApps 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:
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 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 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 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.