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Læs siden på dansk In five systems, one connection can reach several companies. A Google account can, for example, have access to many websites in Search Console, and a Visma login can see several Dinero organizations. Without a lock, your AI chooses the company in each call. An administrator can lock a connection to one company. Then every call on that connection keeps to that company, and your AI cannot reach the others.
The lock is optional. A connection without a lock works as before. If a connection shows No company chosen, nothing is wrong.

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Systems with company lock

In Search Console, a property with a URL (for example https://example.com/) and a domain property (for example sc-domain:example.com) are two different properties. The other systems have no company lock. In e-conomic, Uniconta and Shopify, for example, one connection belongs to one set of accounts or one store.

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Typical use

An accountant or an agency has one login with access to many clients. With company lock you can use the same login on several agreements and lock each agreement to its own client:
  1. Buy one more agreement for the system. See Extra agreements.
  2. Connect each agreement with the same login.
  3. Lock each agreement to its own client.
  4. Add each agreement’s own address in your AI, for example https://mcp.consile.ai/dinero-2/mcp.
Each agreement is then its own connector in your AI, and it only reaches the client it is locked to. A locked agreement can also belong to a customer in Studio.

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Who can lock

Only administrators can choose, change and unlock a company. A member sees which company a connection is locked to, but has no button. If a connection has no company, the bottom of the card says An administrator can choose the company.

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Where you see the lock

Open the connector in the portal. On the Connections card there is a line under each connected agreement: An administrator has a button next to the agreement: Choose company, or Change company if it is already locked. An agreement that is not connected has no line and no button. If it says Access revoked, the agreement must be connected again before you can choose the company. Right after you have connected one of the five systems, the portal also suggests locking the connection. The <system> is connected page shows The key reaches several companies. Choose the one this connection should be locked to, and every call keeps to it. Click Choose company to open the dialog on the connector’s page, or Go to connector to skip it. If a member clicks Choose company, the portal shows An administrator can choose the company.

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How to lock a connection

1

Open the dialog

Click Choose company next to the agreement on the Connections card. The Choose company dialog says: The connection to <system> is locked to the company you choose. Every call then keeps to it, and the connection can be bound to a customer in Studio.
2

Find the company

The list is fetched directly from the system with the connection’s own access. So it shows the companies the connected account can reach. Use the search field (Search by name) if the list is long.In Business Central you choose in two steps. First Environment, for example Production or a sandbox environment. Then Company in that environment. To go back to another environment, click it in your choices above the list.
3

Lock the connection

Choose the company and click Lock to this company.
The portal shows <system> is now locked to <name>., and the agreement shows as Locked to <name>.

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If the lock is not set

The dialog says why the lock was not set. Nothing has been changed.

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What changes for your AI

  • Every call keeps to the company. If your AI asks for another company on the locked connection, the call is refused, and nothing is fetched or changed. Your AI is told which company the connection is locked to.
  • The list of companies shows only that one. If you ask your AI to show your websites, ad accounts, organizations or companies, it only gets the locked one.
  • Tools that cannot be limited to one company are hidden. Your AI does not see them on the locked connection and cannot call them. On a connection without a lock they are there as before.
See the lists on Meta Ads, LinkedIn Ads and Business Central. Two examples:
  • On Meta Ads, update_status and update_budget are hidden. On a locked connection your AI therefore cannot change the status or budget of anything that already exists. It can still create new things in the locked ad account.
  • On LinkedIn Ads, 20 of the 28 tools are not available yet anyway.
In Business Central, your AI cannot page further through a long list on a locked connection. It must narrow its lookup instead. The Tools in <connector> block on the Tools tab still shows the organization’s own choices. It does not change when a connection is locked.

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What your AI is told

The messages to your AI are in English. If it names another company, the answer begins, for example, like this:
“This connection only serves <name>, …”
If it calls a tool that is hidden on the connection:
“This connection is locked to <name>, and <tool> cannot be limited to one company, so it is not available here.”
If your AI needs another company, it must use another agreement, or an administrator must change the company.

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Change company or unlock

Change company: Click Change company next to the agreement. The dialog opens with the current company marked current. Choose another one and click Lock to this company. Unlock: Click the menu (the three dots) next to the agreement. Under Unlock the company, click Unlock. The Unlock? window says The company is then chosen in each call again, and the connection cannot be bound to a customer in Studio. Confirm with Unlock. The portal shows <name> is unlocked. After you unlock, your AI chooses the company in each call again, and the hidden tools are back.

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After a new connection

If an administrator connects the agreement again, for example with Reconnect or a link from your AI, the company must be chosen again. Until then it says Choose the company again, and every call on the connection is refused. Your AI gets the message:
“This connection is locked to <name>, but its credential has been replaced since that was confirmed. An administrator must choose the company again in the Consile portal before it can be used.”
The page after the connection says The connection was renewed, so the company has to be chosen again before your AI assistant can use it. Choose the same company to carry on with it.
1

Open the dialog

Click Choose company on the page after the connection, or next to the agreement on the Connections card.
2

Choose the same company

The dialog says The connection was renewed, so the company has to be chosen again. Choose the same company to carry on with it. The previous company is already selected. Click Lock to this company.
You can also choose another company. When Consile renews the access automatically in the background, nothing happens to the lock.

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When the lock disappears or moves

The lock disappears when:
  • an administrator disconnects the connection with Disconnect
  • an administrator removes the agreement with Remove the agreement
  • the subscription to the system ends.
If you connect the agreement again after the connection was disconnected, it is not locked. Your AI can then reach all the companies the connected account has access to, until an administrator has chosen the company again.
If you remove an agreement that is not the last one in the list, the last agreement moves up into the free slot and takes over its address. If it is locked, the lock moves with it, but the company must be chosen again. The agreement shows as Choose the company again, and calls are refused until an administrator has chosen the company. See Remove an agreement.

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One company per system

A company can only be locked on one agreement in the same system in your organization. The same Dinero organization, for example, cannot be locked on two Dinero agreements. You can always choose the same company again on the agreement that already has it. The systems do not affect each other. In Business Central, a company and a copy of it in a sandbox environment count as the same company when the copy has the same ID.

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Studio

A connection to one of the five systems can only belong to a customer in Studio when it is locked. While it belongs to a customer, you cannot change to another company or unlock it. The portal says The connection is bound to a customer in Studio. Remove the binding on Studio’s customers page first if the company is to change. Move the agreement back to your own company in Studio first. After a new connection, you can still choose the same company again, even though the agreement belongs to a customer. See Customers.