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Docs / Connect your Claude

Connect your Claude to Business Central

5-minute setupOne link + sign-inYou 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 â—Ź Connected).
  • Your own Claude plan that supports custom connectors (claude.ai Pro, Max, Team or Enterprise).
  • The Zentriq Agent extension from AppSource, installed once per company: it links your Zentriq account to Business Central (an owner or admin clicks Connect in the BC chat) and powers drafts and the in-BC Review page.
  • Two minutes, and your Business Central environment name if you use several.
1

Add the connector link

In your assistant, open Settings → Connectors → Add custom connector. Name it Zentriq, paste this link, the same one for everyone: https://app.zentriqsoftware.com/api/mcp: and leave the OAuth fields empty.

Prefer a private link that carries its own secret, for assistants that cannot sign in, or to pin one environment and company into the URL? Use Generate a personal link under Advanced on the dashboard Connect AI page, and treat it like a password.
2

Connect & allow

Click Connect on the Zentriq connector: sign in with Microsoft, pick your Business Central environment and company on the Zentriq screen, then click Allow. The access is frozen to that scope and revocable any time from the dashboard.

3

Ask your first question

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

Zentriq also ships packaged prompts: GL Control Scan, Month-End Review, Vendor Spend Audit, KPI Snapshot, available from the ⚡ menu in Claude's composer (the server-side GL Control Scan audit runs on paid Zentriq plans). Back on the Zentriq dashboard, the Connect AI page shows the connection the moment the 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 six tools, five 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.
  • gl_control_scan: server-side forensic audit of the whole ledger: duplicates, weekend/holiday postings, Benford analysis, outliers (paid plans, limited per day).
  • 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
The environment can't be reached (404 / NoEnvironment)
The chosen BC environment no longer exists (recreated sandbox, renamed environment). Reconnect from your assistant and pick a valid environment on the consent screen, Other environment… lets you type any name. For a personal link, re-pick the environment on the dashboard Connect AI page.
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 want to cut an assistant's access
Open the dashboard Connect AI page: disconnect any assistant individually, or use Disconnect all. A personal link is revoked with Regenerate or its own Disconnect. Revocation is immediate.
Next steps
Guide
Install Zentriq AgentGuide
Install PunchOut

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