Connecting an AI assistant to SynkriaOps (MCP)
SynkriaOps provides an MCP server: an entry point that lets an AI assistant (Claude, for example) read and prepare your accounting, with your permissions and only those you grant it. By the end of this page, you will know what the assistant can do, who can connect it and in which order to read the articles in this section.
What is MCP?
Section titled “What is MCP?”MCP (Model Context Protocol) is an open protocol that lets an AI assistant use tools made available by a piece of software. The assistant does not see your screen: it calls these tools and reads their responses.
In SynkriaOps, each tool matches a precise operation: read the trial balance, list overdue invoices, create a draft entry, reconcile a bank transaction… You talk to the assistant in plain language and it chooses the tools it needs.
What the assistant can do
Section titled “What the assistant can do”Depending on the permissions you grant when connecting:
- Read: chart of accounts, journals, fiscal years, general ledger, trial balance, accounting entries, customer and supplier invoices, bank transactions, third parties, matching (lettrage), VAT rates, reminders.
- Prepare: draft accounting entries, supplier invoices in the inbox (including by automatic reading of a PDF), third-party records, reminder templates and scenarios, recurring invoices.
- Act, only if you expressly allow it: post an entry, send an invoice or a reminder, pay a supplier invoice, match accounts, reconcile a transaction, cancel an entry with a reversing entry.
Tool-by-tool details are in Assistant capabilities.
What the assistant does not do
Section titled “What the assistant does not do”- It never exceeds your permissions: at most, it acts with your role, your subscription and the access level chosen.
- It does not bypass the approval engine: if a circuit is active, its action creates an approval request and waits for a person.
- It does not close a fiscal year: no tool allows it.
- It does not approve a request from the approval circuit on your behalf.
- It does not import bank statements and does not produce the financial statements (balance sheet, income statement, notes): these operations remain in the application.
- It never receives the IBAN, SWIFT code or number of your bank accounts.
Who it is for
Section titled “Who it is for”| Profile | Typical use |
|---|---|
| Business owner | Ask questions about the situation: cash, unpaid invoices, expenses for the month. |
| Accountant | Prepare entries, categorise supplier invoices, reconcile the bank, follow up reminders. |
| Accounting firm | Work on several client files with a single access, file by file. |
| Technical profile | Connect an automation (n8n, a script) with a dedicated key. |
Conditions for connecting an assistant
Section titled “Conditions for connecting an assistant”| Condition | Who sets it |
|---|---|
| Machine access is open on your account (company or firm). It is closed by default and opened account by account. | SynkriaOps support, at your request. |
| You have the right to connect an assistant. The Administrator always can. A CFO, Accountant or Auditor can if the Administrator has allowed it. The Reader (client) role never can. | The company Administrator (or a firm manager). |
| Your subscription includes the permissions requested. A permission outside your subscription is neither shown nor granted. | Your SynkriaOps plan. |
| You use a compatible MCP client (Claude, or another assistant that can connect to a remote MCP server). | You. |
Management stays in control
Section titled “Management stays in control”By default, only the company administrator can connect an AI assistant. No colleague can do so until management has authorised them, in Settings → AI assistants and MCP. Management also chooses each person’s profile: read only, accounting assistant, and sensitive actions (post, send, pay, match) granted one by one. If management changes its mind, the effect on assistants already connected is immediate.
Everything is explained in Management decides who uses an AI assistant.
Where to manage access
Section titled “Where to manage access”- Company: Settings → AI assistants and MCP (Connectivity group).
- Firm: Firm settings → Machine access tab.