You need an active Business Central subscription in the
portal, or the system must be included in your plan
(the free edition or
the Consile Studio membership). You must log in with a
Microsoft work or school account that has a Business Central licence and access
to the companies your AI should be able to read. It must be Business Central
online. On-premises is not supported. Your AI
(Claude or ChatGPT)
can be added before or after.
The connection applies to your whole Consile account. All users with access to
Business Central in Consile read through the Microsoft user that is connected,
and so see the same companies and data, even if a colleague connected it. Anyone
on the team can connect an agreement that is not connected yet. Only an
administrator can reconnect it or disconnect it, because that changes the
connection for everyone. If an administrator reconnects with a different
Microsoft account, it replaces the existing connection.
Choose the right Business Central user
The Microsoft user you log in with decides what your AI can see: the companies and data that user has access to in Business Central. Microsoft does not offer a pure read permission for Business Central, so technically the approval covers both reading and writing. Consile only reads, but we still recommend connecting with a Business Central user that only has read permissions. Then Business Central also limits the access to reading on its own side. Talk to your Business Central administrator if the user’s permissions need to change before you connect.How to connect
1
Open the connector in the portal
Go to Business Central in the portal. Click
Connect now at the top of the page, or Connect next to the agreement
on the Connections card. The portal calls each connection to the system an
agreement. Right after the purchase, the Connect Business Central button
on the Subscription activated page takes you to that page. If you have not
accepted Consile’s terms yet, you are asked to do so first.
2
Authorise access
In the Connect Microsoft step, the portal shows the two permissions
Consile asks Microsoft for:
Financials.ReadWrite.All and offline_access.
Click Authorise access. You are sent to Microsoft’s login.3
Log in with your work account
Log in with the Microsoft work or school account that has access to Business
Central. Microsoft refuses a login with a personal Microsoft account.
4
Confirm with Microsoft
Microsoft shows that Consile is asking for access to Business Central on your
behalf and to keep that access. Confirm to continue. You are then sent back to
the portal.
The portal shows Business Central is connected, and the agreement shows
as Connected. On the connector’s page, the agreement is named after the
company and the environment, for example
<company name> (Production). If
there are several companies, the environment and the number of companies are
used, for example Production (3 companies). Your AI can now read your
Business Central data. If you have not already added the address
https://mcp.consile.ai/business-central/mcp in your AI, do it now.5
Lock the connection to one company (optional)
The page also shows The key reaches several companies. Choose the one this
connection should be locked to, and every call keeps to it. If you want your
AI to work in only one company on this agreement, click Choose company.
You choose in two steps: first the environment under Choose environment, for
example Production or a sandbox environment, and then the company under
Choose company. Click Lock to this company. This requires an
administrator.If you do not want to lock, click Go to connector. Your AI then chooses
the environment and company per question. See
Lock a connection to one company.
If your organization has limited which apps users may approve themselves at
Microsoft, Microsoft may require an administrator’s approval before you can
continue. In that case, contact your Microsoft administrator, or write to
support@consile.dk.
What exactly am I approving?
Read-only in Consile
Microsoft has no pure read permission for Business Central, so the permission
is called
Financials.ReadWrite.All. Consile has no write tools for Business
Central and only sends read requests. offline_access gives the renewable
access that keeps the connection alive.Business Central only
The approval applies to Business Central, not to Outlook, Teams or other
Microsoft services. Apart from the access to Business Central and
offline_access, Consile only accepts Microsoft’s standard login details
(openid, profile, email). If the approval contains other permissions,
the connection is refused.Encrypted per customer
Consile stores the access encrypted with a key that applies only to your
account, and never logs it. It is renewed automatically in the background.
Your AI never sees it
Your AI is never given the access itself, only answers to your questions.
The access is renewed, but the connection can stop
Consile renews the access automatically, so you do not have to reconnect during normal use. The automatic renewal does not change a lock. How an administrator reconnects:- If the agreement says Access revoked, click Reconnect, and follow the steps above.
- Otherwise: click the menu (the three dots) next to the agreement on the Connections card, choose Disconnect, and confirm with Disconnect. Then click Connect, and follow the steps above.
- You can also ask your AI for a new connection link. Ask in the connector that
belongs to the agreement (for example
business-central-2), so the link connects exactly that agreement.
If the agreement was locked to one company, the environment and company must be
chosen again after you have reconnected. After Reconnect or a link from your
AI, Consile refuses all calls on the agreement until an administrator has chosen
them. If you disconnected first, the lock is gone, and your AI can reach all of
the user’s companies until the company has been chosen again. See
After a new connection.
If your AI is instead told that Business Central answered 403, the connected
user is missing a licence, a permission set or access to the company or the
environment. Reconnecting does not help. Ask a Business Central administrator to
give the user access.
If the connection fails
If the approval does not succeed, the portal shows Connection was not completed and a technical reason. The most common ones:token_exchange_failed: Microsoft did not send back a valid approval, typically because you cancelled at Microsoft. Try again, and approve the access.unexpected_scope: Microsoft did not grant access to Business Central, or the approval contained permissions other than the ones Consile asks for. Try again.no_refresh_token: Microsoft did not return renewable access. Try again.state_expired,invalid_stateorstate_unknown_or_consumed: more than 10 minutes passed, or the same approval was used twice (for example with the browser’s back button). Start over in the portal.
Multiple Microsoft tenants and companies
One agreement covers all the environments and companies in your Microsoft tenant (your organization at Microsoft) that the connected user has access to. There are two reasons to add another agreement:- Another Microsoft tenant. Connect the new agreement with a work account in the other tenant.
- One company per agreement. Connect the new agreement with the same or another user in your tenant, and lock each agreement to its own company. Then each company has its own address in your AI, and your AI only reaches the company the agreement is locked to. A company can only be locked on one agreement at a time.
1
Add an agreement
Open Business Central in the portal. On the Connections card, an
administrator clicks Add agreement (224.50 kr/mo.). The agreement is added
to the existing subscription and charged pro rata for the rest of the period.
2
Connect the agreement
When the new agreement is ready (typically after a few seconds), click
Connect next to it and complete the steps above. If the agreement should
apply to one company, lock it afterwards.
3
Add the address in your AI
Each agreement has its own address, for example
https://mcp.consile.ai/business-central-2/mcp. Copy it from the card, and
add it as an extra connector in your AI.https://mcp.consile.ai/business-central-2/mcp instead
of https://mcp.consile.ai/business-central-3/mcp). You must update the address
in your AI. Without a lock, the agreement keeps working. If it was locked, the
environment and company must be chosen again before it answers. You remove the
last agreement by cancelling the subscription under Subscription.
Revoke access
You can remove the access again at any time:- In the portal: an administrator clicks the menu (the three dots) next to the agreement on the Connections card, chooses Disconnect and confirms with Disconnect. The stored access is deleted at Consile right away, and any lock disappears. The subscription continues until an administrator cancels it under Subscription. If you have several agreements, an administrator can also remove an agreement entirely with Remove the agreement. Its access is then deleted too.
- At Microsoft: the approval stays in your Microsoft organization until you remove it yourselves. If you also want to remove it, an administrator does so under Enterprise apps in the Microsoft Entra admin center. Shortly after, the connector stops working, but the portal can still show it as Connected until you disconnect it in the portal.
- When the subscription ends: if you cancel Business Central under Subscription, Consile automatically deletes the stored access when the subscription ends. If a payment is only late, the tools do not work in the meantime, but the stored access is kept, so the connection works again without a new approval once the payment is in place.