All integrations

Dinero

Connect Claude, ChatGPT or Cursor to Dinero via MCP. OAuth-backed read access to invoices, contacts, VAT deadlines and P&L reports — hosted MCP server, no custom code.

OAuth 18 tools

Overview

Connect Dinero to give AI clients read access to bookkeeping data through the Visma Dinero API: organizations, contacts, sales invoices, products, posted entries, bank reconciliation balances, and VAT period countdowns.

For setup instructions in Danish, see the Danish Dinero MCP guide.

Common use cases

Bookkeeping briefings — summarize open invoices, VAT deadlines, and P&L trends for a Dinero organization.
Reconciliation support — list bank deposit accounts and posted entries for a date range.
Multi-company workflows — discover organizations with list_organizations and pass organization_id per request.

Prerequisites

A Dinero account with Pro on the organization you want to connect
A stackgate.ai account
Use the same Visma/Dinero login when authorizing as the account that owns the organization

Getting credentials

Sign in to stackgate.ai.
Go to My Integrations and open Dinero.
Click Connect Dinero and approve the Visma Connect prompt.
Choose your default organization on the next screen (only Pro organizations can be selected).
stackgate.ai stores your OAuth tokens securely — no manual API keys required.

If you manage multiple companies, pick one default organization here. AI clients can override it per request with organization_id, or you can change the default later from My Integrations.

Using with AI clients

Dedicated endpoint: POST /mcp/dinero with a Sanctum bearer token
Private gateway: one config for all integrations — use dinero__* namespaced tools

Example prompts:

List my Dinero organizations and show which have Pro.
What is the VAT period countdown for my default organization?
Show the result report for the current accounting year.
List posted entries from the last 30 days.

See Documentation for HTTP authentication and private gateway setup.

Troubleshooting

422 integration not configured — complete the OAuth connect flow and choose a default organization in My Integrations.
Visma Connect error during login — in the Visma Developer Portal, verify: redirect URI exactly matches https://your-hub-domain/oauth/dinero/callback, OpenID Connect is off, Offline Access is enabled, Dinero Read scopes are approved, and team country is Denmark. Paste the Visma error ID into More → Debugger in the portal for details.
401 / token expired — use Reconnect Dinero on the integration page (no need to disconnect first).
403 forbidden — the organization likely needs a Dinero Pro subscription, or your user lacks access to that organization.
429 rate limit — Dinero allows 100 requests per minute per organization. Wait a few seconds before retrying.
Wrong organization — use list_organizations to discover IDs, pass organization_id on tools, or change the default in My Integrations.

Available tools

list_organizations

List Dinero organizations accessible to the connected user, including Pro subscription status.
get_organization

Get one Dinero organization by ID, including Pro subscription status.
list_accounting_years

List accounting years for a Dinero organization. Use the returned name with report tools.
get_result_report

Get the result report (resultatopgørelse / P&L) for an accounting year from the Dinero OAuth API.
get_saldo_balance_report

Get the saldo balance report (saldobalance) for an accounting year — all accounts with year totals.
get_balance_report

Get the balance sheet report (balance) for an accounting year from the Dinero OAuth API.
list_contacts

List contacts (customers and suppliers) for a Dinero organization.
get_contact

Get one Dinero contact by GUID.
list_invoices

List sales invoices for a Dinero organization.
get_invoice

Get one Dinero sales invoice by GUID.
list_products

List products from the Dinero product catalog for an organization.
get_product

Get one Dinero product by GUID.
list_entries

List posted bookkeeping entries for a Dinero organization within a date range.
get_bank_reconciliation_balance

Get booked bank account balances from deposit accounts and posted entries for the current accounting year.
get_vat_period_countdown

Get the VAT (moms) period countdown from Dinero: current period, filing deadline, and days remaining.
get_vat_settlement_frequency

Get the VAT (moms) settlement frequency inferred from moms payment entries (monthly, quarterly, or semi-annual).
get_monthly_results

Get monthly revenue, expenses, and profit computed from posted entries for a calendar month.
get_yearly_performance

Get yearly financial performance from the OAuth API result report: revenue, expenses, profit, and comparison to the previous accounting year.

MCP endpoint: https://stackgate.ai/mcp/dinero (HTTP) or via the private gateway.

Related workflows

Multi-integration playbooks that use Dinero to solve concrete business outcomes.

Create account Documentation