Dext AI Connector (MCP) for Claude, ChatGPT and Copilot
Dext launched AI Connector, a read-only MCP integration that lets accounting and bookkeeping practices ask Claude, ChatGPT or Microsoft Copilot plain-language questions about their own Dext practice data, such as client health scores, hours by client, cash positions and missing accounts.
Why it matters
For practices on Dext Advanced that already use a general-purpose AI assistant. It lets partners pull answers from their own Dext data without switching dashboards, while keeping the connection read-only.
What's new
- MCP integration listed in the Claude directory and ChatGPT's plugins; Copilot access is arranged through Dext support or an account manager.
- Read-only and permission-aware: it surfaces only data the user can already see in Dext and cannot make approvals or changes.
- Covers practice insights, client management, compliance, workflows, data health and team data; Dext says AI Assist usage and supplier rules are not included yet.
- A firm admin enables it once for the workspace, then each user authorizes with their own Dext practice account.
- Available to Dext Advanced practice accounts in the UK, US, Canada, Australia and New Zealand; not yet for Dext Business accounts.
Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.
Worth knowing: Client data retrieved to answer a question is processed by the chosen AI provider (OpenAI, Anthropic or Microsoft) under that provider's data policies, so check your enterprise AI terms first. Dext notes answers are written by the AI tool and can be wrong, especially estimates such as tax figures.
Quick facts
| Pricing | Included with the Dext Advanced plan at no additional cost, per Dext. Advanced plan price not checked.not verified |
|---|---|
| Free or paid | Included (Dext Advanced plan required) |
| License | Proprietary |
| Type | MCP server (SaaS) |
| Platform | Claude, ChatGPT and Microsoft Copilot; Dext practice accounts |
| GitHub stars | n/a (not a GitHub project) |
| Maker | Dext (part of IRIS Software Group) |
Links
- Official site: https://dext.com/en/partner/product/accounting-ai-connector
- Announcement / release notes: https://dext.com/en/news/dext-launches-ai-connector-letting-accounting-and-bookkeeping-practices-ask-claude-chat-gpt-and-copilot-about-their-own-practice-data
How it ranks
Dext is ranked #1 in AI Bookkeeping & Close Automation. See our Dext review and score. This update hasn't changed the score; scores change only when we re-review a tool against the rubric.
What we couldn't verify
- quick_facts.pricing (Dext Advanced plan price not checked)
Checked 2026-10-23 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.
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