AI Access | BrizoConsol Documentation

What this article covers: Setting what AI clients may read from your group — and, on Premium, write — with the switch, companies and scopes, and reviewing connected clients.

The AI Access page sets the limit for every AI client connected to your group through the BrizoConsol MCP server. Everyone who connects a client gets exactly this — they do not choose it themselves.

🛈 Note: AI Access is available on every plan to users with Administrator or Data Loading Admin access. Writing is available on the Premium plan only.

1. Accessing the Page

Go to Settings → Global Settings → Integrations → AI Access from the left navigation.

2. Allow AI Connections

Allow AI connections is the master switch. When it is off, every connected client is refused on every call. The date it was last allowed is shown beneath it. With the switch on, choose at least one company and one scope, otherwise every call is still refused.

The MCP server endpoint URL is shown below the switch. Click Copy to copy it when setting up a client.

3. Companies They May Read

Tick each company AI clients may read. A client cannot read an unticked company. Each connection is further limited to the ticked companies the connecting person may report on.

4. What They May Read

Tick the scopes to allow: Reference data, Accounts, Trial balance, Statements, Journal lines, Exchange rates, KPIs, Invoices, Bills, Operational data, Consolidation and Intercompany transactions. Use Select all to tick every scope. A client is only offered the tools whose scope is ticked — see BrizoConsol MCP Server for which tool needs which scope.

5. What They May Write (Premium)

On the Premium plan, two more settings decide what the write tools may do. Writing is offered only to the Zapier MCP client; Claude, ChatGPT and other clients only read.

Setting What it does

Companies they may write The companies a write may reach. Only companies ticked under Companies they may read are listed.

What they may write Accounts, Trial balance, Invoices, Bills, Journal lines, Operational data and Consolidation (trigger overnight run). A company with no write scope is read only.

On other plans these settings are shown locked, with Writing is available on Premium and an Upgrade to Premium button. See BrizoConsol MCP Server for the write tools.

Click Save to apply changes.

6. Connected Clients

Lists each live connection. Click End to stop it on its next call and revoke its tokens. The person must connect again to use it.

Column What it shows

Client The AI client connected

Person The person who approved it, with their email

May read The companies and scopes it may read

May write The companies it may write. Shown once any connection holds a write scope.

Usage The number of reads, writes and refused calls

Approved When the connection was approved

Last read When it last read, or Never read

Each call — read, write or refused, with the tool, company and reason — is recorded in the System Audit Trail.