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Læs siden på dansk You connect Dinero by logging in via Visma Connect (Dinero’s login service) and approving the Consile app for your Dinero account. Consile stores the resulting access encrypted per customer. Your AI never sees the access itself.
You need an active Dinero subscription in the portal first, or Dinero must be included in your plan (the free edition or the Consile Studio membership). You must be able to log in to a Visma/Dinero account with Dinero Pro and access to the organization you want to connect. Anyone on the team can connect an agreement that is not connected yet. Only an administrator can reconnect it or disconnect it. The connection applies to the whole company. Your AI (Claude or ChatGPT) can be added before or after.

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How to connect

1

Open the connector in the portal

Open the Dinero connector in the portal. It shows as Not connected. 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. If you have not accepted Consile’s terms yet, you are asked to do so first. In the Connect Visma step you can see that Consile asks for read access (dineropublicapi:read). Click Authorise access, and you are sent to Visma Connect’s own approval page.
2

Log in via Visma Connect

Log in to the Visma/Dinero account that has access to the organization. The access follows the user you approve with, and covers the organizations that user can see.
3

Approve read-only access

Visma shows that the Consile app is asking for read access to Dinero (dineropublicapi:read) plus offline_access, so the connection can be renewed automatically. Confirm to continue. You are then sent back to the portal automatically.
The portal shows Dinero is connected, and your AI can read the accounts. If you have not already added the address https://mcp.consile.ai/dinero/mcp in your AI, do it now (see Connect Claude).
4

Lock the connection to one organization (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 organization on this agreement, click Choose company. Choose the organization under Choose organisation, and click Lock to this company. This requires an administrator. The list also shows organizations without Dinero Pro, but your AI cannot read those.If you do not want to lock, click Go to connector. Your AI then chooses the organization per question. See Lock a connection to one company.
If you instead see Connection was not completed, the approval was interrupted, the session expired, or Visma did not grant exactly the read access Consile asks for. Click Try again to get back to the connector’s page, and start over with Connect now or Connect. Approve the read access at Visma.
The connection is shared by the whole company, so colleagues do not have to connect Dinero again. An administrator gives them access under Team, and each colleague adds the address in their own AI and logs in with their own Consile login. Everyone reads through the Visma login that is connected, and so sees the same organizations, unless the agreement is locked to one. See Team.

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Multiple Visma logins and organizations

One agreement covers all the organizations the Visma login can see. There are two reasons to add another agreement:
  • Another Visma login. Connect the new agreement with the other login.
  • One organization per agreement. For example, if you are an accountant with one login that has access to several clients’ organizations, connect each agreement with the same login, and lock each agreement to its own organization. Then each client has its own address in your AI, and your AI only reaches the organization the agreement is locked to. An organization can only be locked on one agreement at a time.
1

Add an agreement

Open the Dinero connector in the portal. On the Connections card, an administrator clicks Add agreement (149.50 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 with the Visma login the agreement should use. If the agreement should apply to one organization, lock it afterwards.
3

Add the address in your AI

Each agreement has its own address, for example https://mcp.consile.ai/dinero-2/mcp. Copy it from the card, and add it as an extra connector in your AI.
When a Visma login only reaches one organization, the agreement gets the organization’s name. Otherwise the agreements show as Agreement 1, Agreement 2 and so on. If an agreement is locked, Locked to <organization> appears under the name. If you connect the same Visma login in two agreements without locking them, it does not give access to more data, but costs an extra agreement. Under the Consile Studio membership there is no button to add an agreement. Instead the card says The membership covers this system. One more company costs full price under the membership, and we will set it up for you if you write to us. An administrator removes an agreement with the menu next to it: choose Remove the agreement, and confirm with Remove agreement. After you have removed an agreement, the last agreement may have got a new address (for example https://mcp.consile.ai/dinero-2/mcp instead of https://mcp.consile.ai/dinero-3/mcp). If it was locked, the organization must be chosen again before it answers. So check the addresses on the Connections card, and update them in your AI’s connector setup. You remove the last agreement by cancelling the subscription under Subscription.

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What exactly am I approving?

Read access only

Consile only asks for dineropublicapi:read (reading) plus offline_access (so the access can be renewed automatically). Consile does not ask for write access and does not accept it either: if the approval tries to grant write access, the connection is refused. Consile can never post, create or change anything in Dinero.

Dinero only

The approval applies to Dinero, not to other Visma products. Without a lock, your AI chooses the right organization per question among the Pro organizations your account can see. An administrator can lock the connection to one organization.

Encrypted per customer

The access is stored encrypted with a key that applies only to your account, and is never logged. It is renewed automatically in the background.

Your AI never sees it

Your AI is never given the access itself. It only receives answers to your questions.
Dinero Pro is required. Dinero’s API only works for organizations on Dinero Pro. If an organization does not have Pro, it cannot be read (Dinero answers with an error on everything except the organization list itself).

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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 then deleted at Consile, Consile’s access stops right away, and any lock disappears. The subscription continues. If the payment should stop, an administrator cancels the subscription 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 Visma/Dinero: when you disconnect in the portal, Consile does not revoke the approval at Visma. If you want to be completely sure that the issued access is also withdrawn at Visma, revoke the Consile app’s access under your Visma/Dinero account’s app or integration settings. After that, the connector stops working in any case.

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Reconnect

If you are unsure whether the access still works, ask your AI to check the connection with dinero__validate_connection. If the call succeeds, the access is valid. If it answers with a message that Dinero must be reconnected (“reconnect required”), an administrator must reconnect Dinero. The portal can still show Connected, even if the access has been revoked at Visma.
  • If the agreement says Access revoked, click Reconnect, and follow the steps above.
  • Otherwise: disconnect as described above, and then click Connect.
  • You can also ask your AI for a new connection link. Ask in the connector that belongs to the agreement (for example dinero-2), so the link connects exactly that agreement.
If the agreement was locked to one organization, the organization 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 it. If you disconnected first, the lock is gone, and your AI can reach all of the login’s organizations until the organization has been chosen again. See After a new connection.
More about data processing in Security & data.