ChatGPT Setup

Available

Connect Bookkeeping CLI to ChatGPT using Developer Mode and MCP connectors. This lets you query your accounting data directly from ChatGPT.

5 min read

Requirements

Developer Mode is a beta feature available only for ChatGPT Plus, Business, and Enterprise accounts.

Enable Developer Mode

Click your profile icon in ChatGPT and select Settings.

In the Settings menu, click on Apps, then Advanced settings.

Find the Developer mode toggle and switch it to On.

Open ChatGPT and begin a fresh conversation. Developer Mode may not work in existing chats or projects.

Click the plus icon (+) in the chat composer and select Developer Mode.

Create a new connector pointing to your Bookkeeping CLI MCP server URL with your API key for authentication.

In the dropdown menu below the text box, enable the Bookkeeping CLI connector.

Once connected, be specific with your prompts. Use exact tool names when asking questions:

Show my unpaid invoices from Billy

Who are my top customers?

What bills are due this week?

List all my products

Important

Developer Mode provides powerful access to external tools. Be cautious of prompt injections and always verify actions before confirming data changes.

Make sure you have your Bookkeeping CLI account set up:

Connect your accounting software (Billy, Dinero, or e-conomic)

Create an API key for ChatGPT

Use the MCP server URL in your ChatGPT connector