BrizoConsol MCP Server | BrizoConsol Documentation

What this article covers: What the BrizoConsol MCP server is, which plans include it, how an AI client connects, what it can read and — on Premium — write, and how access is controlled and monitored.

BrizoConsol runs a Model Context Protocol (MCP) server. MCP is the standard AI assistants such as Claude and ChatGPT use to read data from other applications. Once connected, you can ask the assistant about your consolidation and it reads the figures from BrizoConsol to answer.

1. Availability

Reading through the MCP server is available on every plan, including the free trial. Writing is available on the Premium plan only, and only to the Zapier MCP client — see section 4. If a subscription moves off Premium, writes are refused from the next call; reads continue.

Before anyone can connect, a user with Administrator or Data Loading Admin access must switch on Allow AI connections and choose the companies and scopes on the AI Access page.

2. How a Connection Works

Step What happens

Endpoint The AI client is given the MCP endpoint URL shown on the AI Access page — your BrizoConsol address followed by /mcp.

Sign-in The client opens BrizoConsol in the browser and you sign in the way you normally do, including two-factor or passkey.

Access granted There is no separate consent screen. The connection gets what the group’s AI Access settings allow, limited to the companies you yourself may report on.

After that The client renews its access in the background. The connection appears under Connected clients on the AI Access page.

Setup steps for each assistant are in Adding BrizoConsol to Claude and Adding BrizoConsol to ChatGPT.

3. What an AI Client Can Read

The server offers one tool per type of data. A client is only offered the tools whose scope the AI Access settings allow, and every call is checked again against the scope and the company.

Tool What it reads Scope needed

ping The person the connection acts for, the companies it was approved for and the scopes it holds. None

list_organisations The companies the connection may read, with currency, fiscal month start, reporting month and whether each is consolidated. The ids are what every other tool takes. Reference data (read)

list_periods / list_years The months and fiscal years a company can report. Reference data (read)

list_account_types / list_sections / list_tags How accounts are classified, the statement sections, and accounting-standard tags. Reference data (read)

list_currencies / list_kpis The currencies in play and whether a rate is stored; the KPI names the group defines. Reference data (read)

list_accounts A company’s chart of accounts. Accounts (read)

get_trial_balance A company’s ledger account by account for a month, or a run of months. Trial balance (read)

get_statement A reported profit and loss, balance sheet or cash flow — group figures from a consolidated organisation, entity figures from a subsidiary. Statements (read)

list_transactions The journal lines behind the trial balance for a month. Journal lines (read)

get_exchange_rate The stored rate for a currency pair and month. Exchange rates (read)

get_kpi_value One KPI for a month: month, year to date, last month, change, target and variance. KPIs (read)

list_invoices / list_bills A company’s invoices or bills for a month. Invoices (read) / Bills (read)

list_operation_datasets / get_operation_data Operational (non-ledger) datasets and their rows. Operational data (read)

get_consolidation Group-level reports: CTA, NCI, consolidation journals, adjustments and the intercompany analysis. Consolidation (read)

list_intercompany_transactions The group’s intercompany elimination postings for a month. Intercompany transactions (read)

4. What an AI Client Can Write (Premium)

On the Premium plan, the server also offers write tools. They are offered only to MCP Client by Zapier, so a Zap can import data on a schedule or a trigger. Claude, ChatGPT and other clients are never offered them.

A write also needs all of the following:

The company is ticked under Companies they may write, and the write scope under What they may write, on the AI Access page.
The person who approved the connection has Administrator or Data Loading Admin access to that company.

Tool What it writes Scope needed

import_trial_balance One company’s trial balance for one month. Actual writes the ledger; Budget or Forecast write the plan where the group accepts plan input. Trial balance

import_invoices / import_bills Sales invoices or supplier bills for one month, one record per document. Invoices / Bills

import_journal_lines Journal lines for one month. A journal that does not balance is refused. Journal lines

import_operation_data Operational figures for one month. Operational data

import_accounts A company’s chart of accounts: code, name, account type and status. Accounts

trigger_consolidation Asks for the group to be consolidated in the next overnight run. Consolidation (trigger overnight run)

Each import tool writes to the same rules as the matching REST API endpoint — see API Access. An import stores its month and returns a receipt; the group’s figures are rebuilt in the overnight run, so call trigger_consolidation after importing when the consolidated figures must move. Asking again while a request is pending adds nothing.

🛈 Note: Only one write per company runs at a time. A second write for the same company is refused until the first has finished, and should be sent again.

5. Rules the Tools Follow

Rule Detail

Months A month is asked for as Mon-YYYY, e.g. Sep-2026. Operational data uses YYYY-MM.

Companies Every read names an organisation_id from list_organisations. Use the consolidated organisation for group totals and each subsidiary for its own figures. A company the connection is not approved for answers not found.

Paging Lists return 50 items by default and at most 200 per page.

Rate limit Calls are limited per minute at the group’s own limit.

6. Monitoring and Ending Access

The AI Access page lists every live connection — who approved it, when, what it may read and write, how many reads, writes and refusals it has made, and when it last read. Every call, including refused ones, is recorded in the System Audit Trail. Click End to stop a connection on its next call; switching off Allow AI connections refuses every call from every client.