Claude becomes your personal

AI controller for knowledge and finance

We've all been there: AI tools are becoming more and more powerful, but their use in day-to-day business often fails due to one crucial hurdle - data security. How can an external AI like Claude securely access sensitive internal documents without violating compliance rules?

The answer lies in integration. With the new Knodge MCP Server (Model Context Protocol), we have created a secure bridge that allows Claude to act as your personal assistant directly in your secure Knodge hub. The result is two revolutionary use cases that will change the way you work forever.

Infografik

1. the AI financial controller: e-invoices on autopilot

Imagine you upload an incoming invoice as a PDF to your Knodge portal. What happened before: You had to open the document manually, check the amounts, compare them with a purchase order and type the data into your banking program.

What happens now: You simply say:

"Claude, check the new invoice from Musterfirma GmbH, match it with the order and prepare the transfer. "

Magic is now happening in the background, based on pure technology:

Secure access: Claude accesses the invoice in your Knodge hub via the MCP server. Your data never leaves your secure environment.
2 Intelligent analysis: Knodge has already converted the PDF invoice into a GoBD-compliant e-invoice (ZUGFeRD) with structured JSON data in the background [[DOCREF:Your_Knodge_Update_Ready_for_the_borderless,digital_Europe(ViDA-Ready).md]].
3 Semantic search: Claude uses Knodge's semantic search to find the matching order in the hub and match the items.
Action: Claude confirms the match and can (depending on the configuration) directly prepare a transfer in your financial tool.

2. the knowledge navigator: company knowledge in a nutshell

Your Knodge portal contains hundreds of documents: contracts, manuals, protocols, analyses. It takes hours to train a new employee or find specific information.

What happens now: You simply ask:

"Claude, find me the strategic analysis on marketability in Switzerland from last quarter. "

Claude now uses the semantic search integrated in Knodge.

1 Contextual understanding: Claude understands the context of your question through the connection to Knodge.
2 Fact-based answer: The AI searches the entire content of all documents in your Knodge hub - from contracts to minutes to old emails. The answer is based 100% on your knowledge [[DOCREF:Knodge_SYSTEM_FAQ.md]].
3 Summary & Action: Claude extracts the facts and prepares them exactly as you need them.

How to set it up: The code for your Claude Desktop App

In order for Claude to access your Knodge hub, you need to point him in the right direction. This is very simple:

Find Knodge Portal URL:
- Open your Knodge Portal. The URL in your browser is the base URL, e.g. https://mein-hub.knodge.eu. knodge.eu/create-portal
- The specific URL for the MCP server can be found in the settings of your Knodge portal under "API " or "Developer ". The URL for the MCP server is displayed there, typically https://mein-hub.knodge.eu/api/portal/faq/mcp.
generate API key:
- Go to the "API " or "Security " section in the Settings of your Knodge portal.
- There you will find the option to generate a new API key. Copy this key.
configure Claude Desktop:
- Open the Settings in your Claude Desktop app.
- Go to the "Developer " section.
- Click on "Edit configuration " and add the following block. Replace 'YOUR-PORTAL-URL' with the URL of your Knodge portal (e.g. 'https://mein-hub.knodge.eu') and 'YOUR-KNODGE-API-KEY-INPUT HERE' with your personal API key from the Knodge portal settings [[DOCREF:API.md]].

{
  "mcpServers": [
    {
      "name": "My Knodge Hub",
      "url": "YOUR-PORTAL-URL../mcp",
      "apiKey": "YOUR-KNODGE-API-KEY-INPUT HERE",
      "coworkWebSearchEnabled": false
    }
  ]
}

4 Save and restart: Save the configuration and restart Claude Desktop. Done!

The power of the MCP server: your tools for Claude

The Knodge MCP server provides Claude with a range of tools to interact directly with your data:

query_knodge_agent: Allows you to query the internal, fact-based Knodge AI.
save_user_data: Allows to save notes, results or created documents directly in the Knodge portal.
send_email_from_hub: Sends emails from the Knodge hub, e.g. for approvals or notifications.
generate_knowledge_sheet: Creates the audit-proof knowledge master sheet for audits.

This integration is more than just a new feature. It is the realization of the vision of safe, fact-based and useful enterprise AI. By combining the creative language power of Claude with the structured, secure database of Knodge, we are creating an assistant that really does the work for you - with the confidence and compliance you need for your business.

knodge.eu/create-portal