You can use ChatGPT, Claude and other AI assistants to process, transform and analyse data.
You can put that data into then by dropping in a spreadsheet or PDF but there is a more streamlined way - Model Context Protocol (MCP) Server.
The Bi4Cloud MCP server provide tools that the AI assistant can use directly to provide find reports that exist in your system or pull data from your system and use directly in the AI.
The Bi4 MCP is a read-only tool and it implement the security restrictions based upon the users setup in Bi4Cloud. So if a user can only see Sales Invoices in Bi4Cloud then they will only see these in the AI.
If the user has restrictions set to Job, Tracking Categories, Classes or Branches then ONLY the data they are allowed to see will be provided in the AI assistant.
Why use Bi4 MCP ?
You can connect many different accounting systems to Bi4Cloud including Xero, QuickBooks Online, MYOB AccountRight, Acumatica and EXO. These are all treated the same in Bi4Cloud and when access data through the Bi4 MCP in the AI assistant they work and operate the same. The same tools will pull sales, purchases provide links to existing Bi4Cloud Workbooks with consistent outcomes.
The power of daily transaction detail of Bi4Cloud is implemented in the Bi4 MCP which can be leveraged in the AI assistant.
Connecting the Bi4 MCP server
Instructions to connect Claude and ChatGPT