To connect your Dext account to Claude, ChatGPT or Copilot, authorise the connector with your Dext login. You only need to do this once, and it takes a couple of minutes. This article covers the steps for each platform and what you can ask once you're connected.
Before you start
Before you connect your account, check the following:
The Dext AI Connector must already be set up by your firm's IT admin. If you can't find it in the steps below, ask your IT team — they may not have added it yet.
You're signed in to the Dext practice account you want to connect. If you have access to more than one practice, double-check you're logged into the right one first.
Connect Dext in ChatGPT
To connect Dext in ChatGPT:
Open ChatGPT and look under Plugins for the Dext connector. You may need to search for it by name.
Select Dext. You'll be taken to a screen where you can choose your practice account and log in to authorise access.
Once authorised, enable Dext in any chat. ChatGPT uses it automatically when your question needs Dext data.
Tip: try asking "List my clients in Dext." If you see your client list, you're all set.
Connect Dext in Claude
To connect Dext in Claude:
Open Claude and go to Settings, then Connectors. You should see Dext listed.
Select Connect next to Dext.
Choose your practice — Claude shows the one you're currently logged into Dext with — and authorise access.
Select Allow to complete setup.
Make sure Dext is on in your chats
In any new chat in Claude, Dext should be on by default. To check:
Select the + button next to the message box.
Select Connectors.
Check that the toggle next to Dext is on.
Tip: try asking "List my clients in Dext." If you see your client list, you're all set.
Connect Dext in Copilot
To connect Dext in Copilot Studio:
Open Copilot Studio and select Agents.
Select New Agent, or choose an existing agent you'd like to use with Dext.
Select Tools, then the + button to add a new tool.
Search for Dext, then filter to Model Context Protocol (MCP).
Next to Connection, select Create new connection. You can add an optional display name.
Choose your practice — Copilot shows the one you're currently logged into Dext with — and authorise access.
Select the consent checkbox, then select Allow to complete setup.
Test the connection in your agent
To check the connection works, ask a question directly in the chat window or preview window. You'll need to add the Dext connector through the Tools menu for every new agent you create.
Tip: try asking "List my clients in Dext." If you see your client list, you're all set.
Publish your agent for your team
If you publish your agent to your workspace for others to use, make sure your tool settings authorise using end-user credentials rather than yours. This stops colleagues with fewer access privileges from seeing Dext data they shouldn't. This is the default setting, but check it's switched on for your agent in Tools, then Additional details, then Credentials to use, and confirm this is set to End user credentials.
What you can ask once you're connected
Once you're connected, you can ask about your clients, time tracking, financial snapshots, aged debtors and creditors, UK tax estimates, journals, fixed assets, bank balances, workflows, and more. For the full picture of what's available today, go to What can I ask Dext through Claude, ChatGPT or Copilot?
A few good first questions to try:
"List my clients on the Data Health & Insights plan."
"Which 5 clients have the lowest healthscores?"
"How much time did our practice spend on Smith & Co last month?"
"Show me aged debtors for Acme Ltd."
FAQ
Why does access to app.dext.com fail?
Why does access to app.dext.com fail?
If you see an "Access to app.dext.com was denied" message, check that you're logged into the correct Dext practice account, especially if you have access to more than one. If the message persists, please contact support@dext.com.
Why can't I find the Dext connector in Claude or ChatGPT?
Why can't I find the Dext connector in Claude or ChatGPT?
If you can't find the Dext connector, this is usually one of two things:
Your firm's IT admin may not have added it yet. Ask your IT team to set it up — go to How do I add the Dext AI Connector to my workspace? for the steps they'll follow.
You're on a personal Claude or ChatGPT account rather than your firm's workspace. Dext access is set up at the workspace level, so it won't be available on a personal account.
Why can't the assistant find a particular piece of data?
Why can't the assistant find a particular piece of data?
Some Dext data isn't yet available through the connector. Go to What can I ask Dext through Claude, ChatGPT or Copilot? for what's in and out of scope today. If you think the data should be there, let Dext know — feedback helps decide what to add next.
How do I share feedback with Dext?
How do I share feedback with Dext?
To share feedback about the AI Connector, ask the assistant directly in the chat window: "I'd like to share feedback with the Dext team…" followed by your comments. Alternatively, email support@dext.com with a screenshot of the conversation, your comments, and details of the tool you were using.