Access your data through MCP
Connect an AI assistant to SmartAccount through the Model Context Protocol. Ask about clients, invoices and transactions with read-only data access.
Setup instructionsWhat you can view
- Company details
- Basic details, OIB, address and settings for your company.
- Clients
- Search and view your clients’ details.
- Sales invoices
- View issued invoices, line items, amounts and payment status.
- Purchase invoices
- Access received invoices and expenses.
- Transactions
- View bank transactions and account activity.
- Account balances
- The most recently retrieved balances of connected bank accounts.
- Products and services
- A catalog of your products, services and prices.
Setting up access
Generate an API key
In the SmartAccount app, generate an API key under Settings → API keys.
Connect your AI client
Add the SmartAccount MCP server in the settings of an AI client that supports the Model Context Protocol.
Ask a question
The AI assistant retrieves data from SmartAccount based on your question.
Read-only data access
The MCP server cannot create, change or delete data in SmartAccount.
Requests are authorised with an API key that you can revoke in the application settings.
Read the guideQuestions about connecting?
Tell us which AI client you use and which setup step you have reached.