Visma e-conomic MCP for AI Insights

Send your Visma e-conomic data to the AI chat you already use with Windsor MCP.

Windsor.ai connects Visma e-conomic once, and your invoice, customer and accounting data become available to ask about in ChatGPT, Claude, Gemini and other MCP-compatible clients.

Forget CSVs. Stop copy/paste. Connect in minutes. No code required.

Try It Free

Free forever plan

No credit card needed

Windsor.ai is your proven Visma e-conomic to Windsor MCP connector

Get your Visma e-conomic data into the AI chat you already use

Visma e-conomic is connected once in Windsor.ai, and these are the use cases the fields support:

Follow up on open invoices

Remainder and Due Date on booked invoices show which invoices are still unpaid after their due date.

Watch credit limits

Due Amount against Credit Limit per customer shows which customers are close to their limit.

Check VAT per month

VAT Amount and Net Amount on booked invoices by Month show how much VAT you invoiced each month.

See what sells

Quantity and Total Net Amount on invoice lines per Product Number show which products and services bring in the most.

Using Windsor.ai MCP to connect data from Visma e-conomic to LLMs

Supported fields: 52 metrics154 dimensions

Without Windsor.ai, getting Visma e-conomic records into an AI chat means an export and an upload every time you want to ask something. Windsor MCP connects Visma e-conomic once and the AI chat reads the live records instead.

Connect in minutes, then ask about your invoice, customer, account and product data.

With Windsor MCP, you can ask your AI chat to:

List my customers by Due Amount next to their Credit Limit, and flag the ones above 80% of their limit.
Show invoices booked in the last 30 days with a Remainder above 0 and a Due Date that has passed, with Booked Invoice Number and Gross Amount.
Total the Net Amount and VAT Amount of invoices booked in the last 30 days, by Currency.
Which products sold most on invoice lines in the last 30 days? Sum Quantity and Total Net Amount by Product Number and Description.
Sum accounting entry Amount In Base Currency by Account Number and Entry Type for the last 30 days.

Join 40,000+ businesses that trust Windsor.ai to streamline Visma e-conomic to Windsor MCP integration

How to connect Visma e-conomic MCP by Windsor.ai

Explore a step-by-step guide to connect your Visma e-conomic data to the AI chat you use with Windsor MCP.

Register and log in to Windsor.ai

Create a new Windsor.ai account or log in if you already have one.

Connect your Visma e-conomic account

Choose Visma e-conomic as your data source and enter your App Secret Token and Agreement Grant Token. The App Secret Token identifies the app that reads the data, and the Agreement Grant Token is issued when your e-conomic agreement grants that access. Then click Add Account.

Connect Windsor MCP to your favorite LLM

Connect Windsor MCP to the AI chat you use. Open the Windsor MCP documentation and follow the instructions for your platform.

Start analyzing your Visma e-conomic data in the LLM

You can now ask questions about your Visma e-conomic data in the AI chat you connected.

FAQs

What is Windsor.ai's Visma e-conomic MCP?

Visma e-conomic is an online accounting program from Visma for bookkeeping, invoicing and VAT reporting. Through Windsor MCP, ChatGPT, Claude, Gemini or another MCP-compatible AI chat reads your invoice, customer, account and product data, so you can ask about them in plain language instead of exporting a file first. Invoice fields come in the invoice currency and in your base currency, for example Gross Amount and Gross Amount In Base Currency, so use the base currency fields to total several currencies. Customer and account Balance fields show the current value.

What Visma e-conomic data can my AI chat use through Windsor MCP?

Windsor.ai gives access to 206 Visma e-conomic fields. These are the groups; the Visma e-conomic field reference lists all of them:

Booked and paid invoices: Booked Invoice Number, Gross Amount, Net Amount, VAT Amount, Remainder, Due Date, Currency, Gross Amount In Base Currency.
Invoice lines: Description, Product Number, Quantity, Unit Net Price, Total Net Amount, Discount Percentage, VAT Rate.
Customers: Name, Customer Number, Balance, Due Amount, Credit Limit, Country, VAT Zone.
Accounts: Account Number, Account Type, Balance, Draft Balance, Debit Credit.
Accounting entries: Amount, Amount In Base Currency, Entry Type, Voucher Number, Entry Number, Text.
Products: Product Number, Cost Price, Sales Price, Recommended Price, Minimum Stock.
Date and account: Date, Week, Month, Account Name, Account ID.

What can I ask my AI chat about my Visma e-conomic data?

These prompts name the fields to use, so the answer comes back on your own records:

List my customers by Due Amount next to their Credit Limit, and flag the ones above 80% of their limit.

Show invoices booked in the last 30 days with a Remainder above 0 and a Due Date that has passed, with Booked Invoice Number and Gross Amount.

Total the Net Amount and VAT Amount of invoices booked in the last 30 days, by Currency.

Which products sold most on invoice lines in the last 30 days? Sum Quantity and Total Net Amount by Product Number and Description.

Can my AI chat change my Visma e-conomic data?

No. The Visma e-conomic connector is read-only. Your AI chat can read your Visma e-conomic records through Windsor MCP and cannot create, edit or delete anything in Visma e-conomic. The write actions list shows the sources Windsor.ai can make changes in.

Does the Visma e-conomic connector include customer contact details?

Yes. Customer records can include Email, Address, Mobile Phone and Telephone And Fax Number. Pick only the fields you need when you set up a report or ask a question.

Can I combine Visma e-conomic data with other sources through Windsor MCP?

Yes. Windsor.ai supports 350+ data sources, so you can connect Visma e-conomic alongside tools such as Shopify, Stripe or Google Ads and ask about them together. For example, put the Net Amount of invoices booked in Visma e-conomic by Date next to Shopify Order Net Sales for the same days, to check that store sales and booked invoices match.

Do I need to code to connect Visma e-conomic to Windsor MCP?

No. Connect Visma e-conomic in Windsor.ai, add Windsor MCP to your AI chat, and sign in. After that you ask in plain language.

How much does it cost to integrate Visma e-conomic with Windsor MCP using Windsor.ai?

The free forever plan covers 1 data source, so connecting Visma e-conomic on its own costs nothing and needs no credit card. Combining Visma e-conomic with other sources needs a paid plan: $19/month for 3 sources or $99/month for 7. The AI chat you connect is billed separately by its own provider. See the pricing page.

Do you have helpful links to get started with Visma e-conomic and Windsor MCP?

Yes. These are the resources to start with for the Visma e-conomic to Windsor MCP integration:

Tired of manual Visma e-conomic data exports? Try Windsor.ai today to work on live data

Access your data from various sources in one place. Get started for free.

Start for Free Book a Demo