One command adds LedgerMCP to Claude Code. Sign in with a 6-digit code and the full 72 tools are in your terminal: import statements, categorize, reconcile, and run reports. Free to start.
Works in the terminal and the Claude desktop app.
> import june-statement-2026.pdf and categorize itimport_transactions 84 rowsbulk_categorize 81 posted, 3 to reviewverify_books ok
01 · Connect
One command, one sign-in, then the first ask.
01 Add · claude mcp add
Run one command, once. Claude Code saves the server as ledgermcp for every folder. Nothing to paste.
claude mcp add --transport http --scope user ledgermcp https://ledgermcp.com/mcpSame address for every AI.
Paste a key instead →02 Sign in · /mcp
Type /mcp, pick ledgermcp, and sign in. Your browser opens a LedgerMCP page: enter your email, type the 6-digit code, and press Approve. New accounts are created during sign-in.
ledgermcp.com
A connected app wants access to your books.
6-digit code
Claude Code now has your books.
03 Ask · import_transactions
Drop a statement in the folder and ask: “import june-statement-2026.pdf and categorize it”. Claude Code reads the file, imports the rows, categorizes them, and flags what it is unsure about. You review the flagged rows in the web app.
| Date | Merchant | Description | Category | Amount | Reviewed |
|---|---|---|---|---|---|
| 06/28 | Gusto payroll run | Payroll | −$6,797.00 | ||
| 06/27 | Square processing fees | Bank Fees | −$1,204.00 | ||
| 06/18 | Pacific Cup Co needs review | −$2,984.00 |
81 rows posted. 3 wait for you.
Create a key in Settings, under Your AI, and paste this config with your key. One key covers every book in your account.
{ "mcpServers": { "ledgermcp": { "type": "http", "url": "https://ledgermcp.com/mcp", "headers": { "Authorization": "Bearer lmcp_YOUR_KEY" } } }}
02 · The books
Every ask runs the same tools the web app uses.
Ask for the P&L, the balance sheet, or the reconciliation. The figures come from the ledger, not the chat.
Financial reports →Business Checking, June
03 · The ledger
The ledger enforces the rules, not Claude Code.
Every entry balances. Debits equal credits on every entry, enforced in the database, not in app code.
Nothing edits history. Entries are immutable for everyone, including us. A correction is a new entry linked to the original.
Retries are harmless. A replayed request returns the original entry, never a duplicate.
Questions
Yes, once it has a ledger to operate. Connected to LedgerMCP over MCP, Claude Code imports statements, posts balanced journal entries, splits transactions, matches transfers, reconciles accounts, and runs reports.
Run claude mcp add --transport http --scope user ledgermcp https://ledgermcp.com/mcp, then type /mcp and sign in with the 6-digit email code. Or create an API key in Settings, under Your AI, and add the mcp.json config on this page.
In the terminal and the Claude desktop app, yes: both read the same config. On claude.ai/code, add LedgerMCP as a claude.ai connector instead; it signs in the same way.
Only the first step. On claude.ai you find LedgerMCP in the connector directory; in Claude Code you add the URL with one command. The sign-in and the tools are the same.
Yes. A read-only key in the same config lets it report on the books without being able to write to them.
No. Entries must balance or the database rejects them, and every write lands in the audit log with a one-click reverse.
LedgerMCP never trains on your books. Bring your own AI, or use the optional built-in assistant. What Claude does with conversation data is governed by your Anthropic plan and settings. Bank credentials never pass through either company: Plaid handles bank connections, and tokens are encrypted at rest.
Free. Unlimited books, CSV import, reports, and the full tool surface cost nothing. Live bank feeds start at $9/mo, pooled across all your books, and the Growth and Scale plans include a built-in AI assistant.
Add the server, sign in, and hand it one statement.
Free software. Unlimited books.