LIVE Flowtly update: Enhanced P&L by Person Analysis and Budget Tracking (2026-06-14)

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Finance
04/06/2026 5 minutes Flowtly Editorial Team
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Connecting AI Tools (Claude, ChatGPT)

You can connect an AI assistant such as Claude or ChatGPT to your Flowtly organization and ask it questions about your data in plain language. Instead of opening Flowtly and navigating to the right screen, you can ask your assistant things like "What is our overdue invoice total this month?" or "Show this quarter's transactions for our main bank account" and get an answer drawn directly from your live Flowtly data.

The connection is read-only. An assistant you connect can read information from the organization you choose, but it can never create, change, or delete anything in Flowtly. It is built on the Model Context Protocol (MCP), the open standard that AI tools use to connect to external data sources.

What you need

  • A Flowtly account with access to at least one organization.
  • An AI tool that supports custom MCP connectors (for example Claude or ChatGPT on a plan that allows adding connectors).
  • The Flowtly connector address: https://mcp.flowtly.eu

How to connect

You set this up once, and it takes about a minute.

In Claude:

  1. Open Settings → Connectors (on a plan that allows custom connectors).
  2. Click Add custom connector.
  3. Paste the Flowtly address https://mcp.flowtly.eu and confirm.
  4. Click Connect next to the new Flowtly connector. A Flowtly sign-in window opens.

In ChatGPT:

  1. Open the connectors/integrations settings and choose to add a connector (an MCP server).
  2. Paste https://mcp.flowtly.eu as the server address and continue.
  3. When prompted, choose to sign in / authorize.

In Claude Code (command line):

  1. Run: claude mcp add --transport http flowtly https://mcp.flowtly.eu/mcp
  2. In Claude Code, select Authenticate for the new Flowtly server; a browser window opens.

Then, the same for all tools:

  1. Sign in to Flowtly in the window that opens — your normal email and password, exactly as in the web app. If you are already signed in, this step is skipped.
  2. A consent screen appears, saying the assistant is requesting read-only access. Pick the organization you want to connect, then click Allow read-only access.
  3. You are returned to your AI tool. The Flowtly connector is now on, and you can start asking questions about that organization.

Each connection is tied to one organization. If you work across several organizations, repeat the steps and pick a different organization each time; the assistant keeps them separate.

What it looks like in practice

After connecting, you just chat normally. For example, you type:

How much do we still have unpaid in invoices this month?

The assistant recognizes this is a Flowtly question, reads the invoice data for your connected organization, and replies with the figure — for instance "You have 4 unpaid invoices this month totalling 18,200 zł" — drawn from your live data. You did not open Flowtly, run a report, or export anything; you asked a question and got an answer. You can keep asking follow-ups ("which ones are overdue?") in the same conversation.

What you can ask

Once connected, your assistant can read the parts of your organization that you can already see in Flowtly, including:

  • Transactions — balances, recent movements, spending with a given counterparty over a period.
  • Invoices — outstanding amounts, what was paid or received, totals by status.
  • Contracts and their payment schedules.
  • Counterparties, suppliers, bank accounts, cost groups, and related reference data.

Useful questions to try:

  • "How much did we spend with [counterparty] last quarter?"
  • "List our overdue invoices."
  • "What is the balance on our main account, and the last five transactions?"

The assistant only returns figures that exist in Flowtly, and every answer is based on your real, up-to-date data for the organization you connected.

Security and privacy

  • Read-only by design. A connected assistant cannot make any change in Flowtly. There is no way for it to create, edit, approve, or delete anything.
  • Scoped to one organization. A connection only ever sees the single organization you selected when you allowed access. It cannot reach your other organizations.
  • Your own permissions apply. The assistant sees data through your account, so it is limited to what you are allowed to see in that organization.
  • You stay in control. Access is granted by you, for one organization, and you can disconnect the connector from your AI tool at any time to revoke it.

Frequently asked questions

Is this safe to give to an AI tool? Yes. The connection is read-only and limited to one organization, and it uses the same secure sign-in as the Flowtly web app. The assistant cannot change anything in your account.

Can it see my other organizations? No. Each connection is bound to the single organization you choose during sign-in. To work with another organization, add a separate connection for it.

How do I disconnect it? Remove the Flowtly connector from your AI tool. Once removed, it can no longer read your Flowtly data. If your session expires, you simply sign in again the next time you connect.

Which AI tools are supported? Any tool that supports custom MCP connectors, such as Claude or ChatGPT on a plan that allows adding them. Point the connector at https://mcp.flowtly.eu and follow the sign-in steps above.

For developers

Building an integration? See the MCP technical reference — the connector's read-only tools (tools/list / tools/call) and JSON-RPC details.

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