Integrations

Connect Ledgy to ChatGPT, Claude, or Cursor

Ledgy is the only expense tracker with a native MCP server. Log expenses, query your spending, and move money in plain English from any AI assistant that speaks Model Context Protocol.

Set up in about a minute OAuth sign-in — your password is never shared Works with any MCP client

Setup

What AI assistant do you use?

Connect Ledgy to ChatGPT

About a minute
  1. Connect Ledgy to ChatGPT

    The button opens the Ledgy app inside ChatGPT.

    Connect Ledgy to ChatGPT

  2. Follow the instructions

    Click Connect, sign in with Apple, Google, or email, and grant access.

  3. That's it — just chat

    Mention Ledgy or ask about your money in any chat — “What did I spend on groceries in July?” ChatGPT picks the app up automatically.

App not available on your plan or region, or prefer manual setup?

Turn on Settings → Apps → Advanced settings → Developer mode (needs ChatGPT Plus, Pro, or Business), click Create, and fill in:

  • Name: Ledgy
  • MCP Server URL: https://api.ledgy.app/mcp
  • Authentication: OAuth

Full statement-import walkthrough on the Ledgy in ChatGPT page.

Connect Ledgy to Claude

About a minute
  1. Open connector settings

    In claude.ai or Claude Desktop, go to Settings → ConnectorsAdd custom connector.

  2. Paste the Ledgy server URL

    Name: Ledgy. Server URL:

    https://api.ledgy.app/mcp
  3. Add and sign in

    Click Add, sign in with Apple, Google, or email, then enable Ledgy from the connectors menu in any chat.

  4. That's it — just ask

    “How does my April spending compare to March?” Claude answers from your own data.

You can also drop a bank statement into Claude and have it imported — see the walkthrough; the same workflow works in Claude.

Connect Ledgy to Cursor

About a minute
  1. Add Ledgy to Cursor

    One click — the button opens Cursor with the Ledgy MCP server pre-filled.

    Add Ledgy to Cursor

  2. Follow the instructions

    Click Install when Cursor opens, then finish the sign-in in your browser.

  3. That's it — ask the agent

    “Log the €14 team lunch I just paid for.” Works in chat and in the composer.

Prefer to add it by hand?

Add this to your mcp.json (Cursor Settings → MCP), then complete the OAuth sign-in when prompted:

mcp.json
{
  "mcpServers": {
    "ledgy": { "url": "https://api.ledgy.app/mcp" }
  }
}

Expenses logged from Cursor sync instantly to the web dashboard and the iOS app.

Connect any MCP client

About a minute
  1. Add a remote MCP server

    In Windsurf, VS Code, Continue, Zed, or your own agent, add a remote server and point it at:

    https://api.ledgy.app/mcp
  2. Sign in when prompted

    Your client completes OAuth 2.1 with PKCE. Dynamic Client Registration (RFC 7591) is supported, so no manual client_id or credential exchange is needed.

  3. That's it — same tools everywhere

    Every MCP client gets the same 30+ tools across transactions, accounts, budgets, and more.

WindsurfVS CodeContinueZedCustom agents

Building your own integration in code? Use the REST API v1 instead.

Everyday use

What you can ask

Every answer is computed from your own data — not an estimate.

What did I spend on coffee last month?

Totals by category over any date range.

Add a €12 lunch at Pret to my Wise account from yesterday.

Parses merchant, amount, currency, and date.

Transfer 200 EUR from Wise Personal to Cash.

Cross-account transfers, including cross-currency FX.

How does my April spending compare to March?

Multi-period comparison in your primary currency.

Find every transaction over €100 in May.

Filtered transaction search.

Show my top 5 categories this quarter.

Top-N aggregation.

What's my Santander balance right now?

Live balance — same formula as the mobile app.

Reconcile Santander to 616 EUR — my bank app shows that.

One-shot adjustment to match an external figure.

Capabilities

What Ledgy can do once connected

The MCP server exposes 30+ tools to your assistant.

Read everything

Accounts, transactions, categories, budgets, groups, and tags.

Add & edit

Transactions, accounts, categories, budgets, and recurring rules.

Move money

Transfers between accounts, including cross-currency with FX.

Convert currencies

Live ECB rates; dashboard totals in your primary currency.

Handle receipts

Attach from a public URL and fetch signed download links.

Balance & reconcile

Live account balances and one-shot reconciliation against your bank.

Trust

Privacy & control

Sees only what you ask about

The assistant gets the data your question needs. We don't push your full ledger to Anthropic or OpenAI on connection.

Your password stays yours

You sign in on Ledgy's own consent page with Apple, Google, or email. The assistant never sees your password.

Disconnect any time

Remove the connector in your client's settings — Claude, ChatGPT, or any other. Revoking access takes effect immediately.

Full details in our Privacy Policy.

Ready to talk to your money?

Connect once, then just ask. Setup takes about a minute.

Stuck or missing a client? Help center · support@ledgy.app

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