- MCP Server
- Exact Online
Query and update Exact Online with AI
Connect Exact Online to Claude, ChatGPT, or any MCP client through Peliqan. Ask questions in plain English, get answers from a SOC 2 Type II warehouse, and update records back in Exact Online – no custom API code, no rate limits, no read-only compromises.
Getting answers from Exact Online is slower than it should be
Exact Online holds your most critical financial data – but every quick question means logging in, navigating menus, exporting CSVs, and pasting into spreadsheets. Finance teams spend more time extracting data than acting on it.
No natural language interface
"show overdue invoices over €5,000" requires manual filtering and export
Complex API
OAuth, pagination, per-division setup, heavy rate limits
No cross-source joins
combining Exact Online with CRM or HR data requires custom scripts
Read-only alternatives
CData and Zapier MCP servers can't write back to update records
- What you get
Query invoices, GL entries, and debtors in plain English
Write changes back – update records, create invoices
Join with 250+ apps – combine Exact with CRM, HR, or any source
SOC 2 Type II certified – enterprise-grade security
- The solution
One MCP server. Read, write, and join across 250+ sources.
Peliqan syncs your Exact Online data into a built-in Postgres warehouse, exposes it via MCP for instant AI access, and routes writebacks through Peliqan’s connector layer so your live ERP stays protected from rate limits and unsafe writes.
Full read + write through MCP
Unlike CData and Zapier MCP, Peliqan supports writeback. Update payment status, create invoices, change GL entries, add notes - all from Claude, ChatGPT, or n8n. The only Exact Online MCP that closes the loop.
Cached warehouse, never the live API
Your AI queries a Postgres warehouse, not Exact Online directly. No rate limits, no performance hits during month-end. Sync runs incrementally on your schedule (every 6 hours by default).
Cross-source queries in one SQL statement
Join Exact Online invoices with Teamleader deals, AFAS HR data, or Salesforce pipeline - in a single query. Federated via Trino, all in Peliqan's shared warehouse.
SQL + RAG on financial documents
Combine structured SQL queries with semantic search across attachments, invoice PDFs, contract notes, and free-text fields. The only MCP that answers questions about both your data and your documents.
Total outstanding: €234,890 across 47 customers.
- Acme BV — €18,500 (73 days)
- DataCorp — €12,100 (68 days)
- WidgetCo — €6,200 (62 days)...
- Data access
Key Exact Online data available via MCP
Peliqan syncs Exact Online API entities into structured warehouse tables that your AI can query directly.
| Entity | What your AI can answer | Writeback |
|---|---|---|
| SalesInvoices / Lines | Revenue by customer, overdue invoices, aging analysis, payment status | ✓ |
| GLAccounts / GLTransactions | P&L by cost centre, revenue vs costs, margin analysis, GL breakdowns | ✓ |
| Receivables / Payables | Outstanding balances, payment terms, debtor/creditor aging, cash flow | ✓ |
| Projects / ProjectHours | Billable vs non-billable hours, project profitability, budget vs actuals | ✓ |
| PurchaseOrders / GoodsReceipts | Open orders, delivery status, supplier spend, procurement tracking | ✓ |
| Accounts / Contacts | Customer records, contact details, account history | ✓ |
| BudgetScenarios | Budget vs actuals by period, cost centre, or department | Read |
| Documents / Attachments | Invoice PDFs, contract attachments – queryable via RAG | Read |
- Use cases
What finance teams build with Exact Online MCP
Financial reporting
Instant financial summaries
"Show me revenue by customer for Q1, flag anyone with invoices older than 60 days, and summarize the top 5 risks." Claude queries your Exact Online warehouse and returns a formatted summary in seconds.
Useful for: CFOs, finance controllers
Accounts receivable
Automated debtor follow-up
Build an AI agent that checks overdue invoices daily, drafts follow-up emails, and logs the contact back in Exact Online – no manual intervention. Peliqan writeback closes the loop.
Powered by: n8n + Peliqan MCP
Project management
Project profitability analysis
"Which projects exceeded budget last month, and what was the total overrun?" Answered from Exact Online project hours and GL data in a single query.
Useful for: Project managers, operations leads
Month-end
Month-end close assistant
Ask Claude to check for missing cost allocations, unmatched purchase orders, and accounts with unusual balances – a 2-hour checklist done in minutes.
Useful for: Accountants, bookkeepers
- How it works
Always-fresh copy, never the live API
Peliqan keeps a working copy of your Exact Online data in a Postgres warehouse, refreshed on your schedule. AI queries the warehouse for speed and safety. When AI needs to make a change, Peliqan routes the writeback through its connector layer – never letting AI hit the live API directly.
AI never hits the Exact Online API directly
All queries route through Peliqan's warehouse. Writebacks route through Peliqan's connector. Your live system never sees a raw AI request.
No rate limit pain
Exact Online's per-division API limits don't slow your AI down. The warehouse absorbs query load - even during month-end close.
Always fresh, on your schedule
Incremental syncs run as often as every 15 minutes. You decide the cadence based on how fresh your finance team needs the data.
Full data, every record
Every table, every row, every division. Ready for cross-source joins, Text-to-SQL, and RAG on attached documents.
- Setup guide
How to set up the Exact Online MCP server
1
Connect Exact Online in Peliqan
Go to Connections → Add new → Exact Online. Peliqan handles OAuth and per-division discovery automatically. Use a dedicated service account – Exact Online doesn’t allow parallel connections with the same user. Setup guide →
2
Select and materialize tables
Choose which entities to sync – invoices, GL accounts, projects, contacts. Peliqan materializes them into Postgres on your schedule (default: every 6 hours). Select only what you need to stay within Exact Online’s rate limits. Materializing tables →
3
Create your MCP API handler
Use Peliqan’s built-in MCP template to expose the Exact Online tables and operations your AI agents need. Set role-based permissions for read, write, or both. AI agents docs →
4
Connect Claude or ChatGPT
Run pip install mcp-server-peliqan, add your Peliqan API credentials, and start querying Exact Online with natural language. Open source on GitHub.
Peliqan vs other Exact Online MCP options
CData and Zapier offer Exact Online MCP servers, but they’re limited. Here’s how they compare.
| CData MCP | Zapier MCP | Peliqan MCP | |
|---|---|---|---|
| Writeback to Exact Online | Read-only (free) | Limited | ✓ Full read + write |
| Cross-source queries | ✗ | ✗ | ✓ 250+ sources |
| Built-in warehouse | ✗ | ✗ | ✓ Postgres + Trino |
| RAG on documents | ✗ | ✗ | ✓ SQL + RAG combined |
| Multi-division handling | Manual | Manual | ✓ Automatic |
| BI + ETL + reverse ETL | ✗ MCP only | ✗ MCP only | ✓ Full data platform |
| Security certification | Varies | SOC 2 | ✓ SOC 2 Type II |
Enable MCP for Exact Online
- Beyond MCP
The full Peliqan Exact Online integration
MCP is one part of what Peliqan offers for Exact Online. The full integration gives you a complete data platform for financial reporting, automation, and AI-powered analytics.
Connect your favourite BI tool, write data transformations in SQL or Python, and set up data quality checks – all on the same platform.
ELT connector
Full sync into built-in warehouse
MCP server
Claude, ChatGPT, n8n, Make
Text-to-SQL
Plain English financial queries
Reverse ETL
Push data back to Exact Online
RAG + Graph RAG
Semantic search on documents
Data quality
SQL checks + Slack/email alerts
Your AI agents. 250+ business apps. One MCP server.
Connect Exact Online, AFAS, Salesforce, and more to any MCP client – without writing API code, managing rate limits, or sacrificing governance.
Live in minutes - pip install, paste your token, query.
Read + write - pull data and push updates back to source.
Governed by default - SOC 2 Type II · GDPR · EU-hosted.
- FAQ
Exact Online MCP, answered
What is an Exact Online MCP server?
An Exact Online MCP server is a small service that exposes your Exact Online accounting data to AI clients (Claude, ChatGPT, Cursor, n8n, Make) using the Model Context Protocol. Instead of building custom OAuth, pagination, and division-handling code, your AI assistant connects to the MCP server once and can query invoices, GL entries, debtors, projects, and more in plain English. Peliqan goes a step further by also supporting writeback, so the AI can create invoices, update payment status, or post journal entries back to Exact Online.
How is Peliqan's Exact Online MCP different from CData, Zapier, Apideck, or Pipedream?
CData’s Exact Online MCP server is read-only by default and runs locally against the JDBC driver. Zapier’s Exact Online MCP supports a fixed set of actions and counts each call against your task quota. Apideck and Pipedream offer a normalized accounting layer but no warehouse, no cross-source joins, and no RAG on documents. Peliqan is the only Exact Online MCP that combines a built-in Postgres warehouse, full read plus write, federated queries across 250+ sources, RAG on attached invoice PDFs, and SOC 2 Type II certification in a single platform.
Can I write back to Exact Online from Claude or ChatGPT through MCP?
Yes. With Peliqan’s Exact Online MCP, Claude, ChatGPT, or any MCP-compatible agent can update payment status, create sales invoices, post GL entries, add notes, and modify contacts. Writebacks route through Peliqan’s connector layer rather than hitting the live Exact Online API directly, which protects your production system from rate limits and unsafe writes. Most other Exact Online MCP servers (including the free CData option) are read-only.
Does the Exact Online MCP server hit the live Exact Online API for every query?
No. Peliqan syncs your Exact Online data into a built-in Postgres warehouse on a schedule you control (every 15 minutes to every 24 hours). AI queries hit the warehouse, not the live API, so month-end close traffic and AI agent activity never compete for Exact Online’s per-division rate limits. Writebacks are the only operation that touches the live system, and they go through Peliqan’s connector layer with role-based permissions.
Is Exact Online MCP secure for financial data?
Peliqan is SOC 2 Type II certified, GDPR compliant, and ISO 27001 audited. Your Exact Online data sits in an isolated warehouse you control, with role-based permissions on every MCP tool. AI clients never see raw OAuth tokens or hit the Exact Online API directly. You can restrict which entities (invoices, GL accounts, projects) and which operations (read, write, both) each agent can use, so a debtor follow-up agent cannot accidentally post journal entries.
How do I connect Exact Online to Claude Desktop or ChatGPT?
Connect Exact Online in Peliqan via OAuth (Peliqan handles per-division discovery automatically), select the tables to materialize, then create an MCP API handler in Peliqan and run pip install mcp-server-peliqan. Add your Peliqan credentials to your Claude Desktop or ChatGPT MCP config and start asking questions. The full setup guide and the open-source MCP server are available on GitHub.
Does Peliqan's Exact Online MCP handle multiple divisions?
Yes. Exact Online’s API requires you to scope every call to a specific division, which makes most MCP servers painful to set up across multi-entity groups. Peliqan discovers divisions automatically during OAuth and merges them into the same warehouse tables with a division identifier column. Your AI can answer questions like “show consolidated revenue across all our Belgian and Dutch divisions” in a single query, no per-division setup needed.
Can I join Exact Online data with my CRM, HR, or Shopify data through MCP?
Yes. Because Peliqan syncs Exact Online into the same warehouse as your other 250+ connectors (Salesforce, HubSpot, Teamleader, AFAS, Shopify, BambooHR, and more), your AI agent can answer cross-source questions in a single SQL statement. For example, “match Exact Online invoices to Salesforce opportunities and flag deals where billed amount differs from booked amount”. Standalone Exact Online MCP servers from CData, Zapier, or Apideck cannot do this, since they have no warehouse and no federated query layer.