• LISTS
  • USERS
  • HUMAN
  • REPORTS

How to manage accounting clients with your AI

Connect Dext to your AI client once. From there, your agent handles the heavy lifting of pulling client lists and managing user settings.

Ask AI about this page

Short answer

How can I manage my Dext clients using AI?

Your AI uses Dext tools to fetch your client list and check user permissions. This lets you organize your partner account and audit access through simple chat commands. You'll see exactly how the data flows below.

Where your data lands.

Organized account outcomes.

The AI maps Dext information to these specific outcomes.

LISTS

Client directory sync

The AI pulls your current client roster. You get a clean list of everyone in your Dext account.

USERS

Permission audits

Your agent identifies who has access to your account. You can quickly see which users are active.

HUMAN

Manual adjustments

The AI cannot change client details or delete users. You still handle the actual account changes yourself.

REPORTS

Client summaries

The AI organizes the pulled data into summaries. You get organized views of your partner account structure.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Dext partner account.

  1. Fetch client roster

    Your agent scans your Dext account to find every client currently registered.

    list_accounting_clients

  2. Identify account users

    The AI looks up the people assigned to your account to check their roles.

    list_account_users

  3. Cross-reference data

    The agent compares your client list against user permissions to find discrepancies.

    list_accounting_clientslist_account_users

  4. Flag for review

    The AI highlights specific clients or users that need your attention. You decide what to do next.

    list_accounting_clients

Try it

Copy these to start.

Use these prompts to trigger the Dext tools.

Starting points

These are basic ways to start. Swap out the specific client names or user roles to fit your actual account.

Dext Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_DLsLlFBbv0wHEdawO7uDO7yt8yOLN3k5g4Voc8Dy/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Dext capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dext-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DLsLlFBbv0wHEdawO7uDO7yt8yOLN3k5g4Voc8Dy/mcp"
    }
  }
}
Copy into chat04

  • Show me a list of all my accounting clients in Dext.

  • Who are the users currently listed in my Dext account?

  • Check my Dext client list and tell me if any look out of place.

  • List all users in Dext and tell me which ones have access to the Smith account.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Dext once, then ask.

Click the link to connect Dext to your AI client. Your login stays encrypted on our side, and you can find the full tool list on the Connector page.

Connect Dext to your AI

FAQ

How this task behaves.

  • 01

    Can the AI add new clients to Dext?

    No. The AI can only list existing clients; you must add new ones manually in Dext.

  • 02

    Can my AI delete users from my account?

    No. The AI can list your users, but it cannot remove or change their permissions.

  • 03

    Does the AI see my bank credentials?

    No. The AI only accesses the client and user lists provided by the Dext tools.

  • 04

    Can I use this with any AI client?

    Yes, as long as your client is MCP-compatible, like Claude, Cursor, or Windsurf.

  • 05

    Will the AI update my client settings automatically?

    No. The AI is for reading and organizing data. It does not write or change settings in Dext.

  • More questions about Dext? The Connector page answers them. See everything the Dext Connector can do

Connect Dext to Claude, Cursor, ChatGPT & more