Dinero

Læs siden på dansk The Dinero connector gives your AI read-only access to your accounts in Dinero (Visma): trial balance, profit and loss and balance sheet per fiscal year, entries, contacts with account statements, invoices and credit notes, reminders, purchase vouchers, product register, quotes and the voucher archive, without exports or spreadsheets. You approve the Consile app via Visma Connect, and your AI never sees the access itself.

• Price: 299 DKK/month excl. VAT (€39/month if you have chosen the EU · EUR market in the portal). No lock-in, cancel at any time. The price covers 1 user and 1 agreement (one connected Visma login). Each extra user and each extra agreement costs 149.50 DKK/month excl. VAT (€19.50). Also included in the Consile Studio membership and the free edition. See Pricing.
• Users: whoever buys Dinero automatically gets the included access. If more colleagues need Dinero in their AI, an administrator gives them access under Team in the portal (choose All tools next to Dinero on the person’s page). An extra user is billed pro rata from the day access is given. A colleague without access can still see the tools in their AI, but every lookup is refused with a message to ask an administrator for access. One access covers all your Dinero agreements. If you have the Consile Studio membership, an administrator instead gives one membership licence per person, and it also covers Dinero. See Team.
• Multiple Visma logins and organizations: the portal calls each connection to the system an agreement. One agreement covers all the organizations your Visma/Dinero login can see. You need one more agreement if you also want to connect Dinero under a different Visma login, or if each organization should have its own connection, locked to exactly that organization (see the section on locking below). An administrator clicks Add agreement on the Connections card on the connector’s page in the portal. Each agreement gets its own address, for example https://mcp.consile.ai/dinero-2/mcp, which you add as a separate connector in your AI. Under the Consile Studio membership there is no button to add an agreement, so write to support@consile.dk instead. See Connect Dinero.
• Endpoint: https://mcp.consile.ai/dinero/mcp (your own named connector in Claude).

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Prerequisites

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What can it do? (tools)

You do not need to know the tool names. You ask in natural language, and your AI picks the right one itself. The connector provides 52 read-only tools. Below is a selection, grouped by what they answer; the full list is in the API reference. When your AI calls them, they are called dinero__<tool> (for example dinero__list_invoices). Organization & lookups Bookkeeping & accounts Contacts Invoices & reminders Sales: credit notes & quotes Purchases, products & vouchers

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Try asking

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Lock to one company

A Visma login can see several Dinero organizations, for example when an accountant has access to several clients’ accounts. An administrator can lock an agreement to one organization, so every call on that agreement keeps to it. The lock is optional. Without a lock, the connection works as before, and your AI chooses the organization per question. On a locked connection:

• list_organizations and validate_connection only show the locked organization.
• The lookups in the accounts still need the organization (organizationId), and it must be the locked one. If your AI names another organization, the call is refused, and your AI is told which organization the connection is locked to.
• No tools are hidden. All 52 are still there.

The list you choose from in the portal also shows organizations without Dinero Pro. Your AI still cannot read those. If an administrator connects the agreement again with Reconnect or a link from your AI, all calls are refused until an administrator has chosen the organization again. If an administrator disconnects, the lock disappears. An organization can only be locked on one agreement at a time. How to lock, and what else happens: Lock a connection to one company.

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Limitations

• Read-only: the connector cannot post, create or change anything in Dinero. This is enforced both in the tools and at the approval itself (only a read scope is approved).
• Dinero Pro required: Dinero’s API only works for organizations on Dinero Pro. Organizations without Pro cannot be read.
• Call limit at Dinero: Dinero allows about 100 calls per minute per organization. Going through many invoices or contacts in one go can hit the limit, and then the lookup fails. Wait a minute, and ask again.
• Reports cover the whole fiscal year: Dinero has no balance per date in the middle of the year. “The balance on account X” means the year’s total.
• No list of purchase vouchers and manual vouchers: purchase vouchers, purchase credit notes and manual vouchers are fetched one at a time. Your AI typically finds them via entries or the voucher archive.
• General error messages: if a lookup fails at Dinero (for example an organization without Pro or the call limit), your AI only gets the general error “Tool invocation failed.” without further explanation. If the access no longer works, your AI instead gets a message that Dinero must be connected again (“reconnect required”).
• Access can be revoked: if you revoke the Consile app at Visma, or the access can no longer be renewed, all Dinero lookups, including validate_connection, answer with the message to reconnect. The portal can still show Connected, because an access is stored. Only an administrator can reconnect: if the agreement says Access revoked, click Reconnect. Otherwise the administrator chooses Disconnect in the menu next to the agreement and then clicks Connect. You can also ask your AI for a new connection link in the connector that belongs to the agreement (for example dinero-2). If the agreement was locked, an administrator must choose the organization again afterwards. See Connect Dinero.

Is something not working as expected? See Troubleshooting.