Zentriq Agent is live on Microsoft AppSourceInstall it free →Microsoft AppSourceInstall it free →
Get started free
ProductsAgentDocument CapturePunchOutResourcesDocsPricingBlogHow-to GuidesUse CasesGlossaryFAQCustom DevelopmentAboutContactSign in

Docs / Connect your Claude

Connect your Claude to Business Central

5-minute setupWorks with claude.ai, desktop & mobileYou approve every write in BC

What is Zentriq Connect?

Zentriq Connect plugs your own Claude into your Business Central through a remote MCP connector. Claude can read your data and prepare documents — but every write lands as a draft you review and approve inside BC. Reads run on your Claude subscription, not your Zentriq message quota. Manage it from the Zentriq dashboard.

Before you start

  • A Zentriq account with Business Central connected (the dashboard shows BC ● Connected).
  • Your own Claude plan that supports custom connectors (claude.ai Pro, Max, Team or Enterprise).
  • For drafts: the Zentriq Agent extension installed in BC from AppSource — reading works without it.
  • Two minutes, and your Business Central environment name if you use several.
1

Generate your connector link

In the dashboard, open Connect your Claude and click Generate my link. Pick the environment and company the link should target — the URL updates automatically. Copy it.

The full link is shown once. Treat it like a password: anyone who has it can reach your BC data through Claude. You can Regenerate (the old link stops instantly) or Disconnect at any time.
2

Add it in Claude

In claude.ai go to Settings → Connectors → Add custom connector. Name it Zentriq, paste your link, leave the OAuth fields empty and click Add. The connector then works in Claude on the web, desktop and mobile.

3

Ask your first question

Start a new chat, enable the Zentriq connector, and try:

  • Find vendor First Up and show their open purchase orders.
  • Which customer invoices are overdue, and for how much?
  • Run a GL control scan on my company.
Zentriq also ships packaged prompts — GL Control Scan, Month-End Review, Vendor Spend Audit, KPI Snapshot — available from the ⚡ menu in Claude's composer. Back on the Zentriq dashboard, the Connect page flips to green the moment Claude's first call arrives.
4

Approve drafts inside Business Central

When you ask Claude to prepare something (a purchase order, a vendor, a journal entry…), it never posts directly:

  • Claude stages a draft in Business Central and gives you a review link.
  • You open it in BC, check the lines, and approve or discard — the draft only becomes a real document when you commit it.
Ask Claude “what's waiting for my approval?” any time — it lists your pending drafts with their review links.
What Claude can do (and not do)

The connector exposes exactly five tools — four read-only, one draft-only:

  • bc_query — read-only queries on the standard BC APIs (customers, vendors, orders, ledger…).
  • find_entity / search_entities — fuzzy lookup of customers, vendors, items…
  • list_proposals — your pending drafts and what was approved, with review links.
  • create_proposal — stages a draft in BC for YOUR approval. It cannot post, pay or delete anything.
  • There is no direct-write tool. Posting always happens in Business Central — by you.
One-click audits

From the ⚡ menu in Claude you can run Zentriq's built-in recipes:

  • GL Control Scan — ledger hygiene checks: mis-categorised accounts, income accounts with debit balances, a sheet that doesn't balance, reversed transfers.
  • Month-End Review — overdue receivables/payables, stale open documents, unusual entries in the month.
  • Vendor Spend Audit — top vendors, duplicate candidates, payment-terms inconsistencies, open exposure.
  • KPI Snapshot — balance sheet, margins and ratios rebuilt from the chart of accounts, with a to-the-cent balance check.
Troubleshooting
Claude says the environment can't be reached (404 / NoEnvironment)
The link targets a BC environment that no longer exists (recreated sandbox, renamed environment). Go back to Connect your Claude, pick the right environment and company from the dropdowns, and update the connector URL in Claude.
create_proposal or list_proposals fails
Drafts live in the Zentriq Agent extension's tables. Install it in your BC environment from AppSource (see the installation guide) — reading standard data works without it, drafts don't.
New tools or prompts don't appear in Claude
Claude caches the connector's tool list. In Settings → Connectors, disable and re-enable the Zentriq connector (or remove and re-add it) to refresh.
“Rate limited” errors
The connector allows 60 requests per minute per user. Long agentic runs can hit it — Claude retries by itself after a short pause.
I lost my link, or it leaked
Open Connect your Claude and click Regenerate — the old link stops working immediately, everywhere. Disconnect revokes it without creating a new one.

Questions? Write to support@zentriqsoftware.com. See also Security & data protection, the Agent installation guide and pricing.