Model Context Protocol (MCP) Server: app.ledgy/ledgy

The app.ledgy/ledgy MCP server enables an MCP-compatible AI assistant to log, query, and edit financial data in Ledgy. It supports managing expenses, budgets, and accounts, allowing those operations to be performed through MCP interactions.

🛠️ Key Features

Log expenses in Ledgy
Query expenses in Ledgy
Edit expenses in Ledgy
Manage budgets in Ledgy
Manage accounts in Ledgy

🚀 Use Cases

Recording new expense entries via an AI assistant
Retrieving expense information for analysis or reporting
Updating expense, budget, or account details in Ledgy
Using Ledgy as the system of record through MCP

⚡ Developer Benefits

Integrates Ledgy capabilities with any MCP-compatible AI assistant
Standardizes access to Ledgy for logging, querying, and editing
Centralizes operations across expenses, budgets, and accounts

Ledgy MCP Server

Official Model Context Protocol (MCP) server for Ledgy — a multi-currency expense tracker where you talk to your money. Connect Claude, ChatGPT, Cursor, or any MCP-compatible client and log, query, and edit your expenses, budgets, and accounts in plain English.

NOTE

Ledgy MCP is a hosted service — there is nothing to install or self-host. This repository is its public documentation. Full setup guide: ledgy.app/integrations.

Endpoint


Server URL	`https://api.ledgy.app/mcp`
Transport	HTTP SSE, stateless mode
Auth	OAuth 2.1 + PKCE (S256, mandatory)
Client registration	Dynamic (RFC 7591) — no manual `client_id`
Discovery	RFC 8414 (authorization server metadata), RFC 9728 (protected resource metadata)
Sign-in	Apple, Google, or email
Access	Ledgy Cloud subscription — 7-day free trial, then $2.99/mo or $22.99/yr

Quick start

Claude (claude.ai and Claude Desktop)

Settings → Connectors → Add custom connector → Name: Ledgy → Server URL: https://api.ledgy.app/mcp → Add → sign in with Apple, Google, or email.

ChatGPT (Plus / Pro / Business)

Ledgy is listed in the ChatGPT Apps directory. To add it manually instead:

Settings → Apps → Advanced settings → Developer mode (on) → Create → Name: Ledgy → MCP Server URL: https://api.ledgy.app/mcp → Authentication: OAuth → Create → sign in.

Cursor / Windsurf / other MCP clients

json

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

Dynamic Client Registration is supported — the client registers itself on first connect.

What you can do

"Log $12.50 coffee at Blue Bottle yesterday"
"How much did I spend on groceries this month?"
"Here's my bank statement — import it" (PDF, CSV, or a screenshot)
"Move 200 EUR from Cash to Savings"
"Set a 400 EUR monthly budget for eating out"

Tools (35)

Group	Tools
Transactions	`get_transactions`, `get_transaction`, `upsert_transactions`, `delete_transactions`, `aggregate_transactions`
Accounts	`list_accounts`, `upsert_accounts`, `delete_accounts`, `get_account_balance`, `adjust_account_balance`, `reconcile_account`, `transfer_between_accounts`
Categories	`list_categories`, `upsert_categories`, `delete_categories`, `upsert_category_groups`, `delete_category_groups`
Budgets	`list_budgets`, `upsert_budgets`, `delete_budgets`
Groups (shared ledgers)	`list_groups`, `upsert_groups`, `delete_groups`
Tags	`list_tags`, `upsert_tags`, `delete_tags`
Recurring	`list_recurring_transactions`, `upsert_recurring_transactions`, `delete_recurring_transactions`
Receipts	`upload_receipt`, `download_receipt`
Currency	`convert_currency` — live ECB FX rates
User & misc	`get_user_profile`, `update_user_settings`, `list_supported_icons`

Sharing in Ledgy decides visibility, not ownership: members of a shared group (household, trip, flat) see the same transactions while ownership stays personal.

Privacy & security

OAuth 2.1 with PKCE; on 401 the server returns WWW-Authenticate with resource_metadata for automatic discovery
Data is stored in Google Cloud Firestore and on Hetzner servers in Germany
Security contact: security.txt (RFC 9116) · security@ledgy.app
Privacy Policy · Terms of Service

Ledgy