Guides

MCP for accounting software and ERPs: real setups, tutorials and connectors

The entries in this directory where an MCP server or connector links an AI assistant or agent (Claude, Claude Code, ChatGPT and others) to accounting software, an ERP or a planning tool such as Xero, QuickBooks, NetSuite, Odoo, Holded or Business Central, with what each setup does and how to replicate it.

14 entries, 9 of them real cases. Updated October 25, 2026.

AI tools, ranked by documented entries

How this page is built: it lists only entries already published in the directory and counts them automatically. A higher count means more documented entries here, not a better tool or a bigger market share.

1.ClaudeAnthropic · 6 entries
Anthropic’s AI assistant on web, desktop and mobile: chat, files, projects, connectors (MCP) and skills.
Price
Free plan · paid from $17/month (annual) or $20/month (prices checked on October 22, 2026)
Free plan
Yes
Used with: Oracle NetSuite, Odoo, Holded, Xero, Pigment
Examples
Prices and all entries →
2.Claude CodeAnthropic · 6 entries
Anthropic’s coding agent: it works from the terminal or the editor, reads files, runs commands and builds scripts and MCP servers. In finance it is used for reconciliations, ERP imports and internal tools.
Price
From $20/month (included in Claude Pro) (prices checked on October 22, 2026)
Free plan
No
Used with: Microsoft Dynamics 365, Odoo, Holded, Xero
Examples
Prices and all entries →
3.ChatGPTOpenAI · 2 entries
OpenAI’s AI assistant: chat, data analysis, custom GPTs, deep research, ChatGPT Work and extensions for Excel and Google Sheets.
Price
Free plan · paid from $8/month (prices checked on October 19, 2026)
Free plan
Yes
Used with: Holded, Xero
Examples
- Accounting Prose, a Xero-only US firm: ChatGPT, Claude and Gemini read client statements in Make, a controller signs off
- Holded launches its MCP server to connect Claude, ChatGPT and other assistants to your account
Prices and all entries →
4.Amazon Bedrock AgentCoreAmazon Web Services · 1 entry
AWS’s service to deploy and run your own agents: runtime, MCP tool gateway, memory, identity and observability. Rivian uses it for its SAP purchase-order accrual agent.
Price
Pay per use, no minimum fee (prices checked on October 19, 2026)
Free plan
No
Used with: SAP
Examples
- Rivian's SAP purchase-order accrual agent: accounting SOPs as instructions, parked entries and a human approver
Prices and all entries →
5.Claude CoworkAnthropic · 1 entry
Claude’s agent mode for longer tasks: it works on folders and files on your computer (or in the cloud) and hands back workpapers, spreadsheets and reports for review.
Price
From $20/month (included in Claude Pro) (prices checked on October 19, 2026)
Free plan
No
Used with: Oracle NetSuite
Examples
- Icelandic Glacial ran its July close in Claude on NetSuite, once a skill made Claude take the income statement from NetSuite's own report
Prices and all entries →
6.Claude in ChromeAnthropic · 1 entry
Anthropic’s Google Chrome extension that lets Claude read pages, click, type and fill forms on signed-in websites, with manual or automatic approval modes, saved shortcuts and scheduled tasks.
Price
Included in Claude Pro (from $20/month) (prices checked on October 25, 2026)
Free plan
No
Used with: Xero
Examples
- Ethical CFO's Xero rescue jobs: a Claude Chrome extension codes years of bank lines, a bookkeeper approves every page
Prices and all entries →
7.CodexOpenAI · 1 entry
OpenAI’s coding agent, in the desktop app, the terminal, the editor and the cloud. OpenAI’s own product-finance team uses it for its monthly compute-cost close.
Price
Limited free use · paid from $8/month (prices checked on October 19, 2026)
Free plan
Yes
Examples
- Ten weeks keeping the books of Swedish limited companies with Claude Code and Codex, with wins and mistakes
Prices and all entries →
8.GeminiGoogle · 1 entry
Google’s AI assistant: the Gemini app, Gemini inside Gmail, Docs and Sheets, and the Gemini Enterprise editions for businesses. Pipedrive’s global controller used it to build his team’s month-end close app without knowing how to code.
Price
Free plan · paid from $4.99/month (prices checked on October 20, 2026)
Free plan
Yes
Used with: Xero
Examples
- Accounting Prose, a Xero-only US firm: ChatGPT, Claude and Gemini read client statements in Make, a controller signs off
Prices and all entries →
9.MakeMake · 1 entry
Visual automation platform (scenarios built from modules) with thousands of app integrations, including Xero, plus OpenAI, Anthropic and Google modules and its own AI agents. Accounting Prose uses it to run each client’s statements through ChatGPT, Claude and Gemini before a controller reviews them.
Price
Price on request (prices checked on October 24, 2026)
Free plan
Yes
Used with: Xero
Examples
- Accounting Prose, a Xero-only US firm: ChatGPT, Claude and Gemini read client statements in Make, a controller signs off
Prices and all entries →
10.Pigment AIPigment · 1 entry
Pigment’s agents (Analyst, Modeler and custom agents) and its MCP server for financial planning (FP&A), variance analysis and modelling.
Price
Price on request (prices checked on October 19, 2026)
Free plan
No
Used with: Pigment
Examples
- Docker’s FP&A team drafts its monthly variance commentary with Claude connected to Pigment via MCP
Prices and all entries →

By accounting software and ERP

Real cases (9)

Use caseEvidence: First-hand experience
Ethical CFO's Xero rescue jobs: a Claude Chrome extension codes years of bank lines, a bookkeeper approves every page
Ethical CFO Services and Bookkeeping (founder: Moushumi Sikand)Accounting or advisory firm · Bookkeeping and outsourced CFO services for small businesses, Australia
Ethical CFO, a Melbourne practice that rescues clients up to five years behind in Xero, has a Claude browser extension fill the Who, What and Why fields of Xero's bank reconciliation screen, never clicking OK, and a second Claude step index the client's inbox to find receipts for blank bank lines. Told by the consultant who built it; no measured accuracy or hours saved.
October 25, 2026
Use caseEvidence: First-hand experience
Accounting Prose, a Xero-only US firm: ChatGPT, Claude and Gemini read client statements in Make, a controller signs off
Accounting Prose (founder and CEO: Enzo O'Hara Garza)Accounting or advisory firm · Accounting and bookkeeping services for startups and small businesses, United States
Accounting Prose, a remote US bookkeeping firm that works only in Xero, built a Make workflow in which ChatGPT, Claude and Gemini each analyse a client's month-end statements, a fourth AI step reconciles their views and a controller edits the result before it reaches Fathom or Xero. First-hand account from the firm, which also sells automation projects; no measured results for this workflow.
October 24, 2026
Use caseEvidence: Real case
Icelandic Glacial ran its July close in Claude on NetSuite, once a skill made Claude take the income statement from NetSuite's own report
Icelandic Glacial (finance team led by its VP of Finance & Controller)Company · Food and beverage (bottled water), United States and Iceland
Icelandic Glacial, a bottled-water company on NetSuite, moved its finance team onto one Claude workspace and says it ran its July 2026 close through skills its VP of Finance wrote, once a shared skill fixed figures that did not tie to the income statement. Told by its implementation partner with the company's approval: usage is measured, time savings are estimates.
October 22, 2026
Use caseEvidence: First-hand experience
A Spanish family firm runs its own ERP with Claude Code agents: the money controls that made it work
Jorge Garzón, owner of a small family car-wash equipment service company in SpainIndividual · Technical service and repair of car-wash equipment
The owner of a small Spanish car-wash equipment service company, who is not a programmer, explains how he replaced a commercial package with his own ERP and Claude Code agents: invoicing, VAT, bank reconciliation, approvals by phone and tests for the money logic. First-hand account on DEV Community, with self-reported figures; the company is not named.
- Claude Code
- Accounting
October 20, 2026
Use caseEvidence: First-hand experience
A Spanish founder replaces Holded with Odoo 19 Community, his own MCP server and Claude Code, and closes Q3 in it
Juanca (Juan Carlos) Hurtado, for his own company in SpainIndividual · AI agency and digital products (Spain)
Juanca Hurtado, who runs a Spanish AI agency, moved his company's books from Holded to a self-hosted Odoo 19 Community driven by Claude Code through an MCP server with 40+ tools, and closed Q3 2026 in it, with an auditor agent and a manual review of 189 bank lines. First-hand account on X with no measured savings; he also sells Claude Code training.
October 19, 2026
Use caseEvidence: Real case
Rivian's SAP purchase-order accrual agent: accounting SOPs as instructions, parked entries and a human approver
Rivian (global finance systems and ERP platform teams)Company · Automotive manufacturing (electric vehicles)
Rivian automated month-end accruals for custom tooling purchase orders in SAP S/4HANA with an agent on Amazon Bedrock AgentCore that reads the accounting SOPs, chases PO owners for delivery dates and leaves parked entries for a finance manager to approve. Real case stated by Rivian and AWS (over 15 days of manual work saved per cycle), published on AWS's own blog and not audited.
October 18, 2026
Use caseEvidence: Real case
Docker’s FP&A team drafts its monthly variance commentary with Claude connected to Pigment via MCP
Docker (strategic FP&A team led by Pooja Agrawal, Sr. Finance Manager)Company · Software (developer platform)
Docker’s strategic FP&A team connects Claude to its budget-versus-actual data in Pigment through an MCP server so the AI writes the first draft of the monthly variance commentary, and analysts verify it and add the business reasons. Docker estimates 30–50% less time on close commentary, as told by the vendor (Pigment) in a customer story and a podcast; figures are stated, not audited.
October 18, 2026
Use caseEvidence: Real case
A CFO explains how their team reconciles prepaid expenses with an AI agent: from 2 hours to 5 minutes
Author of OnlyCFO (a company CFO, no name visible on the page)Individual
The author of the OnlyCFO newsletter, who runs an accounting team, describes the agent they built to reconcile prepaid expenses against their ERP’s general ledger. According to them, it went from about 2 hours of human work to about 5 minutes, and the same pattern took a day off the monthly close.
- AI agent with a “skill” (a SKILL.md of about 200 lines) and a YAML configuration file
- MCP connector to the ERP (the article does not say which one)
- MCP connector to the shared drive (Google Drive, Box or SharePoint)
- +2
- Accounting
October 17, 2026
Use caseEvidence: Real case
Ten weeks keeping the books of Swedish limited companies with Claude Code and Codex, with wins and mistakes
Philip Eriksson (co-founder of Igdrasil)Individual · Swedish limited companies in software, e-commerce, digital health, services and food
Philip Eriksson, co-founder of Igdrasil, explains how, from mid-July 2026, he kept the books of several Swedish limited companies by talking to Claude Code and Codex. He provides volumes taken from his logs, a VAT error caught before filing and a table of agent failures. He is the author of an accounting tool.
October 17, 2026

Replicate it: tutorials, guides and prompts (3)

TutorialEvidence: First-hand experience
Tutorial: connect Xero to Claude Code with Xero's official MCP (remote URL or local npx)
Evgeny (techconcepts.org, Madrid)Individual · Small-business / freelance bookkeeping with Xero
Xero offers a hosted Remote MCP (api.xero.com/mcp/v1, PKCE, Core+) and the self-hosted npm package @xeroapi/xero-mcp-server for Claude Code. A Madrid developer set up unpaid-invoice reads in about ten minutes; we contrast that with Xero's FAQ, the read-only Claude marketplace connector and bulk-read limits.
October 19, 2026
TutorialEvidence: First-hand experience
Tutorial: fixed assets in Business Central with Claude Code and MCP, from a CSV to journal entries a person posts
Silviu Virlan (Business Central Musings, SureHoofERP)Individual · ERP consulting (Microsoft Dynamics 365 Business Central)
Silviu Virlan, a Business Central consultant and former Microsoft MVP, shows how Claude Code, connected to Business Central through MCP and OData V4, turns a CSV of assets into depreciation books and draft fixed asset journals that a person reviews and posts. It was done in Microsoft's demo company: a reproducible method, not a measured result.
October 19, 2026
Community resourceEvidence: Project documentation
Open-source MCP server to connect AI assistants to Odoo: read, aggregations and, if enabled, write
ivnvxd and project contributors on GitHubIndividual
A community project on GitHub (MPL-2.0 license, more than 400 stars, latest release published on 10 October 2026) that lets Claude and other assistants query and modify data in an Odoo instance: invoices, customers, products and aggregations. It has a test mode that needs no module and a module for production.
October 17, 2026

News and announcements (2)

Frequently asked questions

Which AI tools appear most in MCP entries?

In the 14 entries of this guide (updated October 25, 2026): Claude (6), Claude Code (6), ChatGPT (2), Amazon Bedrock AgentCore (1), Claude Cowork (1), and Claude in Chrome (1). The count reflects what this directory has documented, not market share.

Which accounting software and ERPs are they used with?

The entries cover Xero (3), Holded (2), Odoo (2), Microsoft Dynamics 365 (1), Oracle NetSuite (1), Pigment (1), Sage (Intacct, 50…) (1), and SAP (1).

How much do these AI tools cost?

As published on the official pricing pages: Claude: Free plan · paid from $17/month (annual) or $20/month; Claude Code: From $20/month (included in Claude Pro); ChatGPT: Free plan · paid from $8/month; Amazon Bedrock AgentCore: Pay per use, no minimum fee. Check each tool page for every plan and the date we last checked it.

Are the results in these cases verified?

No. An identified person or organization states that they have used it. The results are stated by the source; we have not audited them. Every entry carries a level of evidence and a section on what has really been tested, and links to its original source.

Where do I start?

With the step-by-step material in this guide: «Tutorial: connect Xero to Claude Code with Xero's official MCP (remote URL or local npx)», «Tutorial: fixed assets in Business Central with Claude Code and MCP, from a CSV to journal entries a person posts», and «Open-source MCP server to connect AI assistants to Odoo: read, aggregations and, if enabled, write».

MCP for accounting software and ERPs: real setups, tutorials and connectors

AI tools, ranked by documented entries

1.ClaudeAnthropic · 6 entries

2.Claude CodeAnthropic · 6 entries

3.ChatGPTOpenAI · 2 entries

4.Amazon Bedrock AgentCoreAmazon Web Services · 1 entry

5.Claude CoworkAnthropic · 1 entry

6.Claude in ChromeAnthropic · 1 entry

7.CodexOpenAI · 1 entry

8.GeminiGoogle · 1 entry

9.MakeMake · 1 entry

10.Pigment AIPigment · 1 entry

By accounting software and ERP

Real cases (9)

Replicate it: tutorials, guides and prompts (3)

News and announcements (2)

Frequently asked questions

Other guides