Your bookkeeping, one question away: Enty now works inside your AI assistant
It’s the last day of the month. Your bank shows 43 card payments, and the documents your accountant needs for them are scattered between your inbox, your Downloads folder and a few crumpled receipts in your wallet. Working out which payment still has no document usually means opening Enty, filtering, scrolling and switching tabs.
Now you can just ask.
Enty now works inside ChatGPT, Claude and other AI assistants. Ask “Which of my October payments still have no receipt?” and you get the list in seconds. Say “Upload the invoices in this folder and attach each one to its payment”, and the assistant does it. Your Enty accountant then checks and books everything, exactly as before.
And it doesn’t stop at Enty. Your assistant can also use the other apps you’ve connected to it, such as your email, your cloud drive or your browser. So it can do what no accounting app can do alone: go and get the missing documents. It asks Enty what’s missing, finds the invoices in your Gmail, downloads the rest from your suppliers’ websites and files everything back in Enty.
Month-end in one chat: Enty finds the gaps, your assistant fetches the invoices from Gmail and your suppliers’ websites, and your accountant takes it from there.
What is the Enty AI connector?
Under the hood, this is an MCP connector. MCP (Model Context Protocol) is the open standard AI assistants use to connect to other apps, and Enty now speaks it. The same operations are also available as a public API for automation tools such as Make, Zapier and n8n.
This article covers what the connector does, how it teams up with your email and browser to close a month, what the AI can and cannot do with your books, and how to set it up in a couple of minutes.
What can you ask your AI assistant to do in Enty?
Anything you would do by hand in Enty’s documents and banking screens, you can now ask for in plain words. Here is what that looks like.
Find what’s missing
“Which of my October payments still have no document?”
“Show outgoing payments over €500 this quarter with no invoice attached.”
“Find every payment to Hetzner this year.”
Pending payments and payments you’ve marked as not needing a document are left out, so the list shows only the real gaps.
Upload and match documents
“Upload these three invoices and attach each one to its payment.”
“Here’s the Canva invoice. Attach it to the Canva payment from 15 September.”
“Is the Google Workspace invoice for September already in Enty?”
PDF, PNG and JPEG files up to 10 MB work. Enty refuses an exact duplicate of a file it already has, so uploading the same invoice twice does no harm. Enty reads each document and files it into an accounting period; for a document from an earlier year, just tell the assistant which period it belongs to.
Tidy up categories and counterparties
“Mark all AWS and Hetzner payments this year as Hosting.”
“Set Stripe as the counterparty on every payment that says STRIPE PAYMENTS.”
“Comment on the payment to John Smith: the consulting invoice arrives next week.”
The assistant can change up to 50 transactions in one go and works through bigger sets in rounds. Comments land on the transaction, where your accountant sees them.
Ask about your money
“What did we spend on software in Q3, by vendor?”
“Which client paid us the most this year?”
“Has any of my bank connections stopped syncing?”
These answers come from the bank transactions in Enty. For official figures such as your P&L or VAT return, your accountant’s reports remain the source.
Go and get the missing documents
When your assistant also has your email, files or browser connected, it can fetch documents from there and file them in Enty in the same conversation.
“Find the invoices for these payments in my Gmail and attach them in Enty.”
“Check my Google Drive for the September contracts and upload them to Enty.”
“Download the October invoice from Hetzner’s website and attach it to the payment.”
Each request needs the matching connection turned on in your assistant, for example the Gmail or Google Drive connector, or browser access such as Claude in Chrome.
From “what’s missing?” to done: Enty, your inbox and your browser in one chat
The connector is useful on its own. Next to the other connections your assistant already has, it becomes something new. Here is a month-end where Maria (fictional, but you may recognise her), who runs a three-person design studio as an Estonian OÜ, never opens Enty, her inbox or a supplier’s billing page herself.
Maria uses Claude with three connections turned on: Enty, Gmail and Claude in Chrome.
She connects Enty once. A couple of minutes in Claude’s connector settings and an Enty sign-in (the setup steps are below).
She asks Enty what’s missing. “Which of my October payments in Enty still have no document?” Claude comes back with nine: Canva, Google Workspace, Adobe, LinkedIn Ads, Bolt, Hetzner, AWS, Meta Ads and a restaurant.
She sends Claude to her inbox. “Look for those invoices in my Gmail.” Claude searches by supplier, date and amount and finds five: Canva, Google Workspace, Adobe, LinkedIn Ads and Bolt. It uploads each one to Enty and attaches it to its payment.
She sends it to the suppliers’ websites. “Get the rest from the suppliers’ websites.” In Chrome, where Maria is already signed in, Claude opens the billing pages of Hetzner, AWS and Meta, downloads the three October invoices and files them in Enty the same way.
She closes the loop. “What’s still missing?” One payment: a team lunch with a paper receipt. “Leave a note for my accountant that the receipt photo comes tomorrow.” Done.
A handful of short messages later, 8 of 9 documents are attached and the last one has a note. When her Enty accountant opens October, there is nothing left to chase.
Step | Where | What the assistant does |
|---|---|---|
Find the gaps | Enty | Lists payments that have no document |
Search the inbox | Gmail | Finds invoices by supplier, date and amount |
Visit supplier portals | Browser | Downloads invoices from billing pages where you are signed in |
File everything | Enty | Uploads each document and attaches it to its payment |
Hand over | Enty | Leaves notes for your accountant on anything still open |
The relay: Enty → Gmail → suppliers’ websites → your accountant.
What you need
Email and browser access are features of your assistant, not of Enty: turn on the Gmail connector and browser access (such as Claude in Chrome) where you use the assistant. The same idea works in other assistants that have email and browser access. Each connection keeps its own permissions, you decide which ones your assistant may use, and Enty only receives the documents and notes it files.
Tip: card payments show up in Enty once your bank books them, often a day or two later. Running the same chat on the 2nd or 3rd of the month catches the stragglers.
AI does the legwork, your accountant stays accountable
This is not an “AI accountant”, and that’s deliberate. Bookkeeping has two halves, and only one of them should be handed to a chatbot.
The legwork: what your assistant does
The legwork is collecting invoices, uploading them, matching them to payments, labelling transactions and chasing what’s missing, from your inbox to your suppliers’ websites. It’s repetitive, it eats evenings, and an AI assistant is genuinely fast at it.
The judgement: what your accountant does
The judgement is booking each item correctly, getting VAT right, closing the year, filing the annual report and answering to the Tax and Customs Board. That needs a professional who is responsible for the result.
Your accountant stays in charge
At Enty, the second half is your dedicated accountant’s job, and it stays that way. The connector only touches the first half. Everything the assistant does lands in the same Enty account your accountant works in, so nothing goes around them.
Better for both sides
The result is better for both sides. You spend less time on paperwork, and your accountant gets complete documents earlier, with fewer questions to ask and a faster close.
Documents go in on the assistant’s side and come out booked on the accountant’s side. Both come with every Enty subscription.
Is it safe? What the AI can and cannot do
Letting an AI into your company’s books should make you ask questions. Here are the answers: the assistant works with your own permissions, and the risky actions simply don’t exist in the connector.
The assistant can | The assistant cannot |
|---|---|
Read your documents, bank transactions, bank accounts, categories and counterparties | Make payments or move money |
Upload documents (PDF, PNG, JPEG, up to 10 MB) | Delete anything |
Set a transaction’s category, counterparty, comment and description | Change amounts, or the dates of transactions that came from your bank |
Attach documents to transactions | Work in a company you didn’t choose when signing in |
Make changes, if you have editor access in Enty | Make any changes, if you have read-only access |
How access works
You sign in to Enty, not the AI. When you connect ChatGPT or Claude, a regular Enty sign-in window opens and you pick the company. The assistant never sees your password.
Your permissions, nothing more. The connector gets exactly the access you have in that company. If you can only view, the assistant is only offered tools that read.
Keys you control. For tools that use an API key instead of sign-in, the key belongs to you and one company. It is shown once, expires after a year, can be revoked at any time in Enty, and stops working if you leave the company.
Built-in guardrails. Exact duplicate files are refused before anything is stored, a retried change can be sent safely without being applied twice, and a rate limit stops a runaway automation from flooding your account.
How do you connect Enty to Claude or ChatGPT?
Setting up takes a couple of minutes and needs nothing installed. Pick the tool you use.
Claude (claude.ai and Claude Desktop)
Open Customize → Connectors, click + Add, then Add custom connector.
Name it Enty and enter this address: https://app.enty.io/api/v1/mcp. Leave the client ID empty; Enty registers the connector by itself.
Click Add and connect. Sign in to Enty in the window that opens and choose the company the connector may work in.
Ask your first question, for example “Which of my September transactions have no documents?”
Custom connectors work on every Claude plan; the Free plan allows one. On Team and Enterprise plans, an owner adds the connector once under Organization settings → Connectors, and each member then connects with their own Enty sign-in (Claude help centre).
Uploading files from claude.ai. Claude sends files to Enty from its code sandbox, which only reaches the domains you allow. Add app.enty.io to the allowed domains under Settings → Capabilities (on Team and Enterprise plans, the organisation owner does this). Until then everything else works, and Claude can give you an upload link to open in your browser instead.
ChatGPT
On the web, open ChatGPT Plugins, click + and choose Add custom MCP server.
Name it Enty and under Connection enter https://app.enty.io/api/v1/mcp.
Choose OAuth for authentication, review the warning ChatGPT shows for custom servers, and create the connection.
Sign in to Enty in the window that opens and choose the company the connection may work in.
Start a chat and ask your first question, for example “Which of my October payments still have no document?”
On company workspaces, your workspace settings apply, so an admin may need to allow custom MCP servers first (OpenAI developer docs).
Uploading files from ChatGPT. If ChatGPT can’t send a file to Enty itself, it gives you a one-time upload link instead: open it in your browser and pick the file. The link works once and expires after 30 minutes.
Claude Code, Cursor and other MCP clients
First get an API key in Enty under Settings → Profile → API access. It is shown only once, so copy it straight away.
In Claude Code, run:
In Cursor, add this to ~/.cursor/mcp.json:
VS Code, Windsurf and any other client that supports remote MCP servers with custom headers are set up the same way.
Make, Zapier and n8n
No special app is needed: use the standard HTTP module (HTTP → Make a request in Make, the HTTP Request node in n8n, Webhooks by Zapier in Zapier) with the header Authorization: Bearer <your API key>.
A useful first scenario: every morning, fetch the last seven days of payments that have no document and post the list to Slack, so nothing piles up until month-end. The API docs walk through it step by step.
For developers: the API in brief
Everything above is a plain REST API over HTTPS, documented in full at app.enty.io/api/v1/docs with an OpenAPI spec you can download.
Resource | What you can do |
|---|---|
Documents | List and filter; upload PDF, PNG or JPEG into a chosen accounting period, optionally attached to a transaction |
Bank transactions | List with filters (dates, type, amount range, payee text, account, category, counterparty, missing documents); update category, counterparty, comment, description; attach documents; batches of up to 50 |
Bank accounts, categories, counterparties | List, to get the ids that transactions use |
/me | Check which company and access level a key or connection has |
What makes it pleasant to build on
Errors that say what to fix. Problem JSON (RFC 9457) with a stable code and a message per field that shows a valid value.
Safe retries. Send an Idempotency-Key with any change, and a retry returns the original result instead of applying it twice.
Batches that report per item. Each item succeeds or fails on its own, with its own error code.
Strict by default. A misspelt parameter is refused with the list of allowed names, never silently ignored.
Fair limits. 600 requests per minute per user and company; files up to 10 MB, JSON bodies up to 2 MB.
The MCP server at https://app.enty.io/api/v1/mcp (Streamable HTTP) exposes the same operations as 12 tools, 6 that read and 6 that write, each mirroring its REST request. It supports OAuth with PKCE and dynamic client registration, and lists only the tools your credential may call. The full catalogue is at app.enty.io/api/v1/mcp/tools.
Frequently asked questions
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to other apps through a common “plug”. An MCP connector tells the assistant what it is allowed to do in an app; here, in your company’s Enty account.
Does it work with ChatGPT?
Yes. You sign in to Enty from ChatGPT the same way as from Claude; the setup steps are above. API-key access also works with Claude Code, Cursor, VS Code, Windsurf and other MCP clients.
Does it work with my other connectors?
Yes, and that’s where it shines. If your assistant also has Gmail, Google Drive or a browser connected, it can find missing documents there and file them in Enty in the same conversation. Each connection keeps its own permissions.
Does it cost extra?
The connector and API are included in all Enty plans (see pricing). On the Claude side, custom connectors work on every plan, including Free, which allows one. In ChatGPT, your account and workspace settings decide whether custom connectors are available.
Who sees my data?
The assistant sees only what you can see in the company you chose at sign-in. Enty receives the actions the assistant performs, not your conversation, and processes your data under GDPR, as it always has. The conversation and the data the assistant reads are handled by your AI provider under your account’s terms and settings.
Can the AI pay invoices or delete things?
No. The connector has no payment and no delete actions at all, and it cannot change amounts. The table in “Is it safe?” above lists exactly what it can and cannot do.
What if the assistant gets something wrong?
Everything it does is visible in Enty: the categories it set, the comments it left, the documents it attached. You or your accountant can correct anything in the app as usual, and your accountant reviews documents before they are booked.
Will it replace my accountant?
No. The assistant takes over the paperwork; your accountant keeps doing the accounting and stays responsible for it.
Which languages can I use?
Any language your assistant understands.
I have more than one company in Enty. How does that work?
Each connection works in one company: the one you choose when you sign in. An API key works for the company that was current in Enty when you created it.
Get started
Already with Enty? Connect Claude using the steps above and ask your first question: “Which of my payments still have no document?” Setup takes a couple of minutes.
Not with Enty yet? Enty registers your Estonian company, gives you a dedicated accountant and now lets you handle the paperwork from your AI assistant.
Questions or ideas for what the assistant should learn next? Write to us in the chat in the Enty app; we’re reading everything.
