Connect your books to Claude, ChatGPT, or Cursor.
Ledg ships an MCP server so any AI client can read your books on demand. Twelve read-only tools today, OAuth 2.1 with PKCE, your data stays in Canada. Ask the questions a 1-person operator actually asks at month-end and get real numbers, not hallucinations.
No credit card. Free up to 100 ledger entries. Data stays in Canada.
Five things people do with the API on day one.
GST/HST return prep, in one prompt
"Q1 GST34-2 line numbers, please." Your AI client calls get_sales, get_sales_tax_collected, and get_expenses for the right window and hands back the line 101 / 105 / 106 / 108 numbers ready to paste into CRA My Business Account. The same flow works for PST/RST/QST.
Monthly close package for your accountant
"Wrap up October." The AI calls find_uncategorized_transactions, get_account_balance for every account, and get_expenses by category, then drafts a markdown summary you forward to your CPA. The same data your accountant pulls from the handoff pack zip, in conversational form.
Ad-hoc bookkeeping questions
"How much did I spend on meals this quarter vs last?" "Most expensive category last month?" "How much did I pay Stripe in fees year-to-date?" Skip opening the dashboard. Ask Claude or ChatGPT and the answer comes from real numbers in your books.
Cash position plus 30-day forecast
"What's my current cash position and the next 30 days of deadlines?" The AI calls get_account_balance for each account, list_deadlines for the next month, and get_expenses for trailing burn. Single answer, no spreadsheets, no five-tab dashboard.
Automated check-ins and reminders
Wire the MCP layer into a Claude scheduled task, Zapier, or n8n. Examples: every Monday flag uncategorized entries to Slack; on the 28th of each month forward a monthly close to your accountant; thirty days before a GST deadline pre-compute the return numbers and email them to yourself.
Twelve read-only tools.
Read-only by design. The AI never posts to the ledger, changes a category, or moves money. Write tools land behind future scopes after the read flow proves itself.
list_corporationsEvery business under your login, with entity type (corp or sole prop), province, and registration flags.
list_accountsFinancial accounts (chequing, savings, credit cards) with opening balances.
list_categoriesThe chart of accounts grouped by section with GIFI codes and entity-type-aware display labels.
get_salesTotal revenue between two dates, excluding owner deposits and loan proceeds.
get_sales_tax_collectedGST/HST or PST collected on revenue entries between two dates, with per-entry breakdown.
get_expensesP&L operating expenses between two dates with per-category breakdown.
get_account_balanceAccount balance as of a given date, opening anchor + entries through that date.
find_uncategorized_transactionsStage entries waiting for the owner's review, up to 100 most recent.
find_purchases_without_pstExpense entries in PST/RST/QST provinces with no PST recorded; candidates for self-assessment.
list_deadlinesTax filing deadlines for the next 12 months, scoped to the entity's filing profile (T2 or T1+T2125, GST, PST, T4, etc.).
list_entry_attachmentsDrive web URLs of receipts attached to a ledger entry.
list_minute_bookCorporate minute-book documents (corp only; returns empty for sole props).
Three steps to add Ledg as a connector.
Claude.ai or Claude Desktop
- Settings -> Connectors -> Add custom connector
- Paste the MCP URL: https://ledg.ca/api/mcp
- Approve the OAuth grant in the popup. Done.
ChatGPT (Plus / Team / Enterprise)
- Settings -> Connectors -> Add MCP server
- Paste https://ledg.ca/api/mcp
- Approve. Tools show up in the conversation immediately.
Cursor / power-user CLI
- Use the PAT path: Settings -> Connections -> Advanced -> Generate token (ledg_mcp_*).
- Add the MCP server with bearer auth in your client config.
OAuth 2.1 with PKCE and Dynamic Client Registration (RFC 7591). Discovery at /.well-known/oauth-authorization-server. JWT access tokens are audience-bound to https://ledg.ca/api/mcp per RFC 8707. Refresh tokens rotate per use.
One ledger, ready for your CPA.
Free up to 100 ledger entries. No credit card. No meeting to book. Move to Solo at $9 a month when you outgrow it.

