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To connect an AI agent to Site.pro, perform these necessary steps: Activate the integrations package, if you do not have one yet.Generate an API key. The "Key is for read-only data" attribute is recommended.Connect the AI agent to Site.pro. AI agent OpenAI Codex/Work Open the website https://openai.com/codex/ in your browser.Select "Download for Windows" if you want to install it on your computer.Select "Try on web" if you will use the tool in your browser.Log in or sign up.Select the agent model "Codex" or "Work". In the chat field, specify the MCP address https://site.pro/My-Accounting/mcp and the generated API key.Formulate the task request and submit it to the AI agent. AI agent Cloude Code Open the website https://hermes-agent.nousresearch.com/ in your browser.Download the agent by clicking "Download for windows".In the chat field, specify the MCP address https://site.pro/My-Accounting/mcp and the generated API key.Formulate the task request and submit it to the AI agent. AI agent Grok Bot/Build (works only after computer installation) Open the AI https://claude.com/ in your browser.Sign in or sign up.To use agent mode, in the "Bots" section select "New Bot" and provide the MCP address https://site.pro/My-Accounting/mcp and the API key in the chat field.Formulate the task request and submit it to the AI agent. AI agent Hermes Open the website https://hermes-agent.nousresearch.com/ in your browser.Download the agent by clicking "Download for windows".A free internal version of the Hermes module is installed; you can provide the agent with the API key of the AI tool you are using (for example, OpenAI (ChatGPT)).In the chat field, specify the MCP address https://site.pro/My-Accounting/mcp and the generated API key.Formulate the task request and submit it to the AI agent. AI tool Gemini tasks Currently not available in the European Economic Area, including Lithuania. Works only in the USA. Usage examples: "Check unpaid sales invoices on Site.pro every Monday. For clients overdue by more than 7 days, send a reminder, and add those overdue by more than 30 days to a list for the manager." (only for AI agent) Result: "Show all unpaid sales invoices that have passed their due date, sorted by days overdue."(for AI tool or AI agent) Result: "On the 3rd of every month, collect sales, cost, and debt data from Site.pro, compare it with the previous month, and send a brief report to the manager via email." (only for AI agent) Result: "Check all purchase invoices and find potential duplicates by supplier, invoice number, date, and amount. List the duplicates found and explain why they are suspicious." (for AI tool or AI agent) Result: "Every quarter, find customers who previously bought regularly but have bought nothing in the last 90 days. Prepare a list for the sales manager with the date and amount of the last purchase." (only for AI agent) Result: "How much did we spend on each supplier this quarter? Provide a table starting from the highest amount." (for AI tool or AI agent) Result: "Check stock levels every morning. If the quantity of an item falls below the set minimum, prepare a draft order for the supplier and send it to me for approval." (only for AI agent) Result: "Every Monday, create a payment plan for this week: which supplier invoices need to be paid, what income we expect from clients, and if there will be sufficient funds. Send the result to the accountant by email." (only for AI agent) Result: “Which supplier invoices do we need to pay within the next 14 days and what is the total amount?” (for AI tool or AI agent) Result: “On the 10th of every month, check the previous month's invoices. Find those that are missing a VAT payer code or have an atypical VAT rate applied, and send the list to the accountant before submitting the declaration.” (for AI agent only) Result: Note. Once the AI agent is configured, MCP works across all sessions. Note. AI queries are counted towards the total daily limit of the integration package. More information: calculation of the number of queries

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Accounting Software

How to connect AI agents to Site.pro?

To connect an AI agent to Site.pro, perform these necessary steps:

Activate the integrations package, if you do not have one yet.
Generate an API key. The "Key is for read-only data" attribute is recommended.
Connect the AI agent to Site.pro.
- AI agent OpenAI Codex/Work
  Open the website https://openai.com/codex/ in your browser.
  Select "Download for Windows" if you want to install it on your computer.
  Select "Try on web" if you will use the tool in your browser.
  Log in or sign up.
  Select the agent model "Codex" or "Work".
  In the chat field, specify the MCP address https://site.pro/My-Accounting/mcp and the generated API key.
  Formulate the task request and submit it to the AI agent.
- AI agent Cloude Code
  Open the website https://hermes-agent.nousresearch.com/ in your browser.
  Download the agent by clicking "Download for windows".
  In the chat field, specify the MCP address https://site.pro/My-Accounting/mcp and the generated API key.
  Formulate the task request and submit it to the AI agent.
- AI agent Grok Bot/Build (works only after computer installation)
  Open the AI https://claude.com/ in your browser.
  Sign in or sign up.
  To use agent mode, in the "Bots" section select "New Bot" and provide the MCP address https://site.pro/My-Accounting/mcp and the API key in the chat field.
  Formulate the task request and submit it to the AI agent.
- AI agent Hermes
  Open the website https://hermes-agent.nousresearch.com/ in your browser.
  Download the agent by clicking "Download for windows".
  A free internal version of the Hermes module is installed; you can provide the agent with the API key of the AI tool you are using (for example, OpenAI (ChatGPT)).
  In the chat field, specify the MCP address https://site.pro/My-Accounting/mcp and the generated API key.
  Formulate the task request and submit it to the AI agent.
- AI tool Gemini tasks
  Currently not available in the European Economic Area, including Lithuania. Works only in the USA.

Usage examples:

"Check unpaid sales invoices on Site.pro every Monday. For clients overdue by more than 7 days, send a reminder, and add those overdue by more than 30 days to a list for the manager." (only for AI agent)
Result:
"Show all unpaid sales invoices that have passed their due date, sorted by days overdue."(for AI tool or AI agent)
Result:
"On the 3rd of every month, collect sales, cost, and debt data from Site.pro, compare it with the previous month, and send a brief report to the manager via email." (only for AI agent)
Result:
"Check all purchase invoices and find potential duplicates by supplier, invoice number, date, and amount. List the duplicates found and explain why they are suspicious." (for AI tool or AI agent)
Result:
"Every quarter, find customers who previously bought regularly but have bought nothing in the last 90 days. Prepare a list for the sales manager with the date and amount of the last purchase." (only for AI agent)
Result:
"How much did we spend on each supplier this quarter? Provide a table starting from the highest amount." (for AI tool or AI agent)
Result:
"Check stock levels every morning. If the quantity of an item falls below the set minimum, prepare a draft order for the supplier and send it to me for approval." (only for AI agent)
Result:
"Every Monday, create a payment plan for this week: which supplier invoices need to be paid, what income we expect from clients, and if there will be sufficient funds. Send the result to the accountant by email." (only for AI agent)
Result:
“Which supplier invoices do we need to pay within the next 14 days and what is the total amount?” (for AI tool or AI agent)
Result:
“On the 10th of every month, check the previous month's invoices. Find those that are missing a VAT payer code or have an atypical VAT rate applied, and send the list to the accountant before submitting the declaration.” (for AI agent only)
Result: