How do I connect Claude to Fortnox in 5 minutes?

Execute the following steps to connect Claude to Fortnox. You only need knowledge of Claude, your own business and the Fortnox administration.

Fortnox ERP system provides cloud-based tools for accounting, invoicing, payroll, and inventory management, enabling small businesses to automate processes efficiently.

No technical knowledge is needed nor knowledge on the Fortnox APIs to connect Fortnox 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 Fortnox.

The steps to connect Claude to Fortnox are:

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

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

With the Fortnox connector for Claude you will by default fetch the data from all connected Fortnox companies in your dashboard. You can limit the number of Fortnox companies that are retrieved in Claude through the Database settings. For example, you can also limit the connector for Claude to the data from exactly one Fortnox company. Of course, you can also filter the data by a specific Fortnox company using a filter step in Claude. The Fortnox connector for Claude has advanced optimizations for great real-time performance with both a single Fortnox company as well as with hundreds of Fortnox companies.

When you are having questions, please check the forums for Fortnox. 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.

4. Enter your business email address.

5. Select the Next-button.

6. Enter your personal data.

7. Select the Next-button.

8. Enter your password and repeat the provided password.

9. Select the Next-button.

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

11. Enter the six-digit verification code.

12. Select the Sign Up-button.

13. Log on now.

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

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

16. Skip registration of the organisation.

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

18. Go to the 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 Fortnox and numerous other platforms. You will use the same Invantive login code and workflow for all other platforms.

Create Fortnox database

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

1. Click the Add Database button.

2. Select Fortnox from the list.

3. Please fill out the form with login information for Fortnox.

4. Select the OK-button.

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

Grant connection from Claude access to Fortnox

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 Fortnox 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 Fortnox data into Claude.

Configure the MCP connector in Claude for Fortnox

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

1. 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.

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

4. Ask a question only your own Fortnox 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 Fortnox.

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