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How do I connect Claude to Visma AccountView in 5 minutes?

Execute the following steps to connect Claude to Visma AccountView. You only need knowledge of Claude and your own business.

Visma AccountView is on-premises accounting software used in the Netherlands. Despite it's age, still very large volumes of companies are managed using AccountView by accountants and entrepreneurs. AccountView is based on data stored in FoxPro-tables and managed by the AccountView metadata.

No technical knowledge is needed nor knowledge on the Visma AccountView APIs to connect Visma AccountView to Claude. This step-by-step plan will tell you exactly which steps you need to go through on Invantive Cloud to create your own Azure data warehouse with data from Visma AccountView.

The steps to connect Claude to Visma AccountView are:

  1. Register an Invantive Cloud account.
  2. Create a Visma AccountView database.
  3. Grant connection from Claude access to Visma AccountView
  4. Connect Claude to Visma AccountView through the connector.
  5. Ask Claude a question about Visma AccountView

Invantive Cloud offers a Visma AccountView connector to download data from Visma AccountView into Claude, but there are over 110 other connectors available also for SQL, Power BI, Power Query, Qlik, Tableau i Azure Data Factory.

Do you have a large environment? For effective downloads, you can of course also filter the data.

When you are having questions, please check the forums for Visma AccountView. Every organisation is entitled to 1 hour of free training to help you get started. This free hour also applies to free plans.

Register Account on Invantive Cloud

Skip this step when you already have an account on Invantive Cloud. Otherwise execute the following steps one time to register an account on Invantive Cloud:

  1. Go to Invantive Cloud start page.

  2. Select the Log on-button.

  3. Select the Sign Up-button. Sign Up to Invantive Cloud.

  4. Enter your business email address. Enter business email address.

  5. Select the Next-button.

  6. Enter your personal data. Enter personal data.

  7. Select the Next-button.

  8. Enter your password and repeat the provided password.

  9. Select the Next-button. Enter two identical passwords.

  10. You will receive a six-digit verification code by email within 2 minutes.

  11. Enter the six-digit verification code. Six-digit verification code to validate email address.

  12. Select the Sign Up-button.

  13. Log on now. Sign Up.

  14. Make sure you have an authentication app installed on your phone. Select the Next-button. Prepare TOTP-configuration.

  15. Add the displayed QR code to the authentication app, enter the current verification code, and choose "Finish". Scan QR-code into TOTP-app and enter current code.

  16. Skip registration of the organisation. Skip company registration.

  17. Complete your personal data and choose 'Save'. Complete personal data.

  18. Go to the dashboard. Navigate to dashboard.

  19. The Invantive Cloud dashboard will be shown.

You now have a login code on Invantive Cloud with which you can set up the connection with Visma AccountView and numerous other platforms. You will use the same Invantive login code and workflow for all other platforms.

Create Visma AccountView database

In this step, we set up a database with data from Visma AccountView. The database is "virtual" because it is not a traditional database, but is fed real-time from Visma AccountView. Invantive Cloud provides Claude with a real-time link to Visma AccountView. The database will be used for all your Visma AccountView reporting with Claude. So you only need to perform these steps once.

  1. Click the Add Database button. Add database.

  2. Select Visma AccountView from the list. Select Visma AccountView connector.

  3. Please fill out the form with login information for Visma AccountView.

  4. Select the OK-button.

Congratulations! You can now process data from Visma AccountView within the Invantive Cloud website. You can do this for example with the interactive SQL editor.

Grant connection from Claude access to Visma AccountView

To retrieve the data from Claude we create a link via Invantive Bridge Online. This creates a "bridge" between the cloud of Invantive and the standard OData connector that is available in every version of Claude. You do not need to install anything locally: no connector, no ado.NET provider and no Claude add-on neither.

Execute the following steps to safely use the data from Visma AccountView outside of Invantive Cloud:

  1. Next to the database you will find an orange text requesting you to allow access from your current location (IP address). Select the nearby orange button.

  2. You can completely disable IP address checking by entering an asterisk ("*").

You are now ready to import the Visma AccountView data into Claude.

Configure the MCP connector in Claude for Visma AccountView

In Claude the address of the MCP server is added once as a custom connector, after which the data of Visma AccountView is available in every conversation.

  1. In Claude: open Settings and then Connectors, and choose to add a custom connector. In Claude: open Settings and then Connectors, and choose to add a custom connector.

  2. Paste the URL address of the MCP server copied in the previous step and confirm. Paste the URL address of the MCP server copied in the previous step and confirm.

  3. Log on with your Invantive Cloud account and approve the request. Log on with your Invantive Cloud account and approve the request.

  4. Ask a question only your own Visma AccountView data can answer. The connector first reads the data model and then the records the question needs. Ask a question only your own Visma AccountView data can answer. The connector first reads the data model and then the records the question needs.

What Claude Can and Cannot Do

The connector offers tools such as to describe the data model and read records. There is no tool that writes, posts, deletes or executes SQL, so no instruction in a conversation can change anything in Visma AccountView.

Reading is bounded by the database: platforms not in it and Visma AccountView companies not selected are not reachable.