MCP connectorsVisma eEkonomi

Visma eEkonomi MCP: connect Visma eEkonomi to Claude and ChatGPT

Ask Claude or ChatGPT which customers are overdue, how much is left to pay on last month’s invoices or which supplier invoices are still open. The answer comes straight from Visma eEkonomi, the product sold outside Sweden as Visma eAccounting. No exports, no report hunting.

With Deployed OS everyone at the company connects with their own Visma login and picks the company. The AI sees what that person sees in Visma eEkonomi, and nothing is created, booked or sent.

5 read actions · read-only · Works in Claude, ChatGPT and Copilot

In practice

What your team can do with Visma eEkonomi in Claude and ChatGPT

Finance

The overdue list on Monday morning

Every overdue customer invoice with the amount still to pay, sorted by customer. Ask for a friendly reminder in the same chat and send it yourself.

Project managers

Paid before the next phase starts

Check whether the customer has paid the invoice for the last phase before your team starts the next one. One question, no email to finance.

Sales

The account before the renewal

Org number, invoice address, currency and everything invoiced this year, with anything still open flagged. Ready before you send the new offer.

Management

Money in, money out

What was invoiced this month, what has been paid and which supplier invoices are still open, summarised per customer and supplier the way you ask for it.

Examples

Ask it like this

“Which customer invoices are overdue right now? Sort them by amount left to pay, largest first.”
“What have we invoiced Bergström Bygg AB since January, and is anything still unpaid?”
“Show me the rows and the reference on the latest invoice to Nordic Kitchen.”
“Which supplier invoices dated in September are still unpaid?”
“What org number, invoice address and currency do we have for Fjällmark Konsult?”
“Summarise this quarter’s invoicing per customer, top ten, with how much is still outstanding.”

The connector

What the Visma eEkonomi MCP connector does today

Readsvisma_search_customers
Search customers by name, up to 100 at a time: customer number, email, phone, org number, city and whether they are active.
Readsvisma_get_customer
Read one customer: contact details, org number, invoice address and currency.
Readsvisma_list_invoices
List customer invoices, newest first, by status (unpaid, overdue, paid), customer and invoice date, with totals, remaining amount and currency.
Readsvisma_get_invoice
Read one customer invoice with its rows, dates, totals, remaining amount and references.
Readsvisma_list_supplier_invoices
List supplier invoices, newest first, by status (unpaid, overdue, paid) and invoice date, with totals, remaining amount and currency.

Need it to do more? We extend connectors for the companies that use them.

Security

Who sees what

Read-only: The connector reads customers, customer invoices and supplier invoices. It cannot create, book or send anything in Visma eEkonomi.
Each person’s own Visma user: Everyone connects their own Visma user, so the AI sees what that user sees. Someone without access to supplier invoices in Visma gets none through the AI either.
You choose who gets it: Admins decide which groups at the company can use the Visma eEkonomi connector at all. Everyone else never sees it.
Every call logged: Who asked, which connector, when. Deployed OS shows reads per connector and per person, and the log can be exported.

Setup

Set up the Visma eEkonomi connector in three steps

An admin creates an app for eAccounting in the Visma Developer Portal and gives it the read-only scopes for sales and purchases. Your company owns the app, not us.

The admin adds the app’s client ID and client secret to Deployed OS and chooses which groups get Visma eEkonomi.

Each person connects with their own Visma login and chooses the company. From then on they just ask.

Compared

Visma eEkonomi’s own MCP server or Deployed OS?

Spiris, the company formerly called Visma Spcs, runs its own hosted MCP server for Bokföring & Fakturering, the new Swedish name for Visma eEkonomi. You sign in with OAuth, and it can create as well as read, for example invoices and suppliers. For one person or a developer who wants to try a Visma MCP in Claude, it is a good place to start.

Deployed OS is for when the whole company should use it. One company connection for all your tools, with each person on their own Visma login, admins choosing which groups get Visma eEkonomi, and a log of every call. The same connection works in Claude, ChatGPT and Copilot, next to your company’s skills and guardrails.

Their documentation: Spiris’s MCP server

Questions

Visma eEkonomi MCP: common questions

Yes. Spiris, which makes Visma eEkonomi in Sweden, has its own MCP server, and it suits one person well. Deployed OS gives the whole company the same connection, with each person’s own login, access per group and a log of every call.

No. The connector only reads customers and invoices. Nothing is created, booked or sent. If you want it to do more, for example draft customer invoices, we can extend it for you.

Yes. Deployed OS is your company’s own MCP, so the same Visma eEkonomi connection works in Claude, ChatGPT and Copilot. People keep the assistant they prefer.

Yes. Your company creates its own app in the Visma Developer Portal, which gives the Visma eEkonomi integration its access to the API. If you have no developer access yet, you apply for it there. We walk you through the steps.

Yes. In Sweden, Visma Spcs became Spiris in 2025 and Visma eEkonomi was renamed Bokföring & Fakturering. The connector uses the same eAccounting API, so nothing changes for you.

It depends on the size of your team. Get in touch and we will walk you through it.

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Let’s talk

See it on your own tools.

Tell us which systems your company runs on. We’ll show you what your team can ask, and what IT gets to control.

You’ll hear from Poyan Karimi

Co-founder · Deployed AI