Connect Aderis to Claude, ChatGPT and other AI assistants

The Aderis connector lets an AI assistant work with your Aderis data. Ask about your finances in plain language and let the assistant do routine accounting work for you, such as finding invoices, checking bank transactions or creating journal entries.

The connector uses the Model Context Protocol (MCP), the open standard AI assistants use to connect to other software. Its address is:

https://api.aderis.com/mcp

What you can do

• Find and analyse vendor invoices, sales invoices, orders and delivery notes
• Review journals, ledgers and accounts, and create journal entries
• Check bank and credit card transactions and how they were allocated
• Follow up open receivables with dunning reminders
• Work on VAT declarations, tax codes and month-end closings
• Run the balance sheet, profit and loss and general ledger reports, and use the figures in your own analysis
• Keep business partners, items, price lists, payment terms and tags up to date
• See what arrived in your Aderis inbox and what Aderis' AI agents did with it

Some things to ask:

• "Which vendor invoices are due in the next 7 days, and what is the total?"
• "List the sales invoices that are more than 30 days overdue, grouped by customer."
• "Show the profit and loss for the third quarter."
• "Which bank transactions from last week haven't been allocated yet?"
• "Create a journal entry on 30 September that moves CHF 1,200 from office supplies to IT expenses."
• "What happened to the documents that arrived in the inbox today?"

Before you start

• You need an Aderis account with access to at least one tenant.
• The assistant works as you. It can see and change only what your Aderis role allows, and Aderis checks that on every request.
• Each connection works in one tenant. If you belong to several, you pick one when you sign in.

Connect

Claude

Works in Claude on the web, in Claude Desktop and in the Claude mobile apps.

1. Open Settings → Connectors, find Aderis and select Connect.
2. Sign in with your Aderis account. If you belong to several tenants, pick the one to work in.
3. Start a chat and ask about your Aderis data.

On Team and Enterprise plans, an organization owner may need to add Aderis for the organization before members can connect.

If your organization adds connectors by URL instead:

1. Open Settings → Connectors and select Add custom connector.
2. Enter the name Aderis and the URL https://api.aderis.com/mcp.
3. Under OAuth client, choose Use your own OAuth client and enter the client ID aderis-mcp-login. Leave the client secret empty.
4. Select Add, then sign in with your Aderis account.

Claude Code

claude mcp add --transport http aderis https://api.aderis.com/mcp --client-id aderis-mcp-login

Then run /mcp in Claude Code, select aderis and sign in in the browser window that opens. Add --scope user to the command to use Aderis in every project, not just the current one.

ChatGPT

Whether you can add custom connectors depends on your ChatGPT plan and workspace settings.

1. In ChatGPT's settings, add a custom connector with the URL https://api.aderis.com/mcp.
2. Choose OAuth as the authentication, enter the client ID aderis-mcp-login and leave the client secret empty. If ChatGPT offers OpenID Connect (OIDC), leave it off.
3. Sign in with your Aderis account and pick your tenant.

Other MCP clients

Clients that support OAuth can use the client ID aderis-mcp-login with no client secret, as long as they receive the sign-in on your own computer (a localhost address).

Clients without OAuth, and scripts or automations, can use an API key instead:

1. In Aderis, open Settings → API Keys and create a key. The key belongs to one tenant and has the role you give it.
2. Send it with every request as the header Authorization: Bearer <your API key>. In Claude Code, for example:

claude mcp add --transport http aderis https://api.aderis.com/mcp --header "Authorization: Bearer <your API key>"

Treat an API key like a password. You can revoke it in Settings → API Keys at any time.

Switch tenant

A connection stays in the tenant you picked when you signed in. Switching tenant in the Aderis web app doesn't change it. To work in another tenant, disconnect Aderis in your assistant, connect again and pick the other tenant.

Stay in control

• Reads and changes are separate. The connector marks which actions only read data and which create, change or delete it. Claude reads without interrupting you and, by default, asks for your confirmation before every change or deletion. Other assistants have their own settings for this.
• Changes are made with your account. Check what the assistant proposes before you confirm it, as you would for a colleague's entry.
• Long lists come back as summaries. Ask about a specific record to see all of its details.

What the connector doesn't do

• It can't send payments to your bank or schedule payment runs.
• It has no access to payroll or salary data.
• It doesn't manage users' credentials or API keys.
• It can't upload files from the assistant into Aderis or produce PDF and Excel exports. For documents already stored in Aderis, the assistant can give you a temporary download link.

Privacy

Aderis receives only the requests your assistant sends to the connector, never your conversations. The data the assistant reads from Aderis goes to your AI provider, such as Anthropic or OpenAI, which handles it under its own terms and your settings there. How Aderis handles your data is described in the Aderis privacy policy.

Disconnect

Help

Questions or problems: mail@aderis.com.