Step-by-step guide

Connect ChatGPT to your business data

Ask about revenue, invoices and projects directly in ChatGPT. With DigiData you connect your accounting, CRM and project software in a few minutes, securely and read-only.

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Your DigiData connection URL

https://mcp.digi-data.nl/mcp

Paste this URL into ChatGPT. After you sign in to DigiData, your assistant only sees the data you release.

What you need

Working with Exact Online? The guide connect Exact Online to ChatGPT or Claude shows the whole route, with starter questions and examples.

  • A DigiData account with at least one connected source
  • Admin rights in DigiData to approve the connection
  • A business ChatGPT plan (Business, Enterprise or Edu) that allows custom apps

How to connect ChatGPT

DigiData has been submitted to the ChatGPT app directory. Until the app is listed there, add DigiData like this:

  1. Open the settings in ChatGPT and go to Apps
  2. Turn on developer mode (or ask your ChatGPT admin to) and choose Create
  3. Paste the DigiData URL: https://mcp.digi-data.nl/mcp
  4. Sign in to DigiData and choose what ChatGPT may see
  5. Ask your first question, for example: which data can you see for me?

What you see in ChatGPT

  • Answers as a table, and a bar chart when you ask for results per group
  • Whether your integrations are up to date, with a button to your integrations in DigiData
  • If you also allow managing: an image of a dashboard, with a button to open it in DigiData

Optional: let ChatGPT build dashboards

Tick Also allow managing when you approve, and ChatGPT may create DigiData agents and change their data access, and create and change the dashboards and saved measurements of your agents. Through ChatGPT an agent only gets tables and columns ChatGPT may read itself. ChatGPT asks you to confirm before it changes or deletes anything. Your sources, such as your accounting and CRM, always stay read-only, and ChatGPT does not create public share links. Leave the box unticked and ChatGPT can only read.

Good first questions

  • Which data can you see for me?
  • Show the 20 largest outstanding invoices with customer, amount and due date.
  • How is revenue developing per month this year compared with last year?
  • Which projects are running over on hours or budget?
  • When was the data last updated?

Change or stop access

You decide in DigiData what ChatGPT may see and can change it at any time. Done with the connection? Revoke it in DigiData and ChatGPT loses access immediately.

Not working straight away?

  • Asked to sign in again: your session expired or the connection was revoked. Reconnect.
  • Access denied: check that your administrator released the right data for this connection.
  • Data missing: check that the source is connected and the table has been released.
  • Slow or cut-off answer: make your question smaller, for example with a shorter period.
  • Numbers look out of date: ask when the data was last updated.

Privacy

DigiData only shares the data you have released for this connection and never uses your questions or business data to train AI models. What you discuss in ChatGPT or Claude is also covered by the terms of your plan with that provider. Want your data to stay entirely within DigiData? Use the DigiData AI agent.

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