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New to LedgerSync? You create your account when you sign in, in the steps below. You need ChatGPT Plus or higher. It works only on chatgpt.com in a web browser, not in the phone app.
ChatGPT Business, Enterprise or Edu? Only your workspace admin can add LedgerSync. Ask them to add it for your workspace. Then open Settings, then Plugins, click LedgerSync and click Connect, and go to step 5.
Your LedgerSync address. You paste it in step 4. Click the copy icon on the right of the box.
1

Turn on Developer mode

Open chatgpt.com/settings/security. Or click Settings, then Security and login.Turn on Developer mode. Without it, Create MCP App does not appear in step 3.ChatGPT may show a risk warning. Turn it on anyway: LedgerSync needs it.
2

Click Plugins, then Add

Open chatgpt.com/plugins. Or click Plugins on the left. Then click Add.
ChatGPT Plugins page with the Add button marked
3

Click Create MCP App

The Add menu with Create MCP App marked
Don’t see Create MCP App? Check that Developer mode is on (step 1), then come back. On ChatGPT Business, Enterprise or Edu, only your admin can do this: ask them to add LedgerSync for everyone.
4

Fill in the New Plugin form

  1. In Name, type LedgerSync.
  2. Keep Server URL. Click the box below it, then press Ctrl+V (Windows) or Command+V (Mac) to paste the address.
  3. Keep OAuth under Authentication.
  4. Tick the box I understand and want to continue.
  5. Click Create.
ChatGPT New Plugin form with LedgerSync, the address and OAuth filled in, and the I understand and want to continue box and the Create button marked
About the warning box. ChatGPT shows this warning for every app you add yourself. You see it because LedgerSync is not in ChatGPT’s app list yet. Tick it and continue.
5

Sign in to LedgerSync

The LedgerSync sign-in page opens. Type your email or your LedgerSync username. Click Next. Already signed in to LedgerSync in this browser? You go straight to the Allow page.
The Sign in to LedgerSync page with the Next button marked
  • Your firm uses LedgerSync: type your LedgerSync password. Click Sign in. You use two-step sign-in? Type your code and click Verify. See Create your LedgerSync account instead? Do not click it. Click Change and type your LedgerSync username.
  • New to LedgerSync: the page says Create your LedgerSync account. Click Create account and follow New to LedgerSync. It ends on the Allow page below.
  • Approved developer accounts: type your developer portal email. LedgerSync sends you to the developer portal sign-in. An application still waiting for its first approval cannot connect yet.
Then click Allow.
The Connect your AI assistant page with the Allow button marked
ChatGPT asks to access your account. Click Allow access. You only see this the first time. The picture shows this page for Claude.
LedgerSync page asking to let Claude access your account, with Allow access marked
6

Test it in a new chat

Click New chat. Type @ and pick LedgerSync. Then ask:
ChatGPT looks things up without asking, and asks before it changes anything.

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Now ask

What the AI answers to the test question:
  • It says LedgerSync is ready: ask anything below.
  • It says we’re reviewing your new firm: add your clients now. Bank connections open after the review.
  • Anything else: see Troubleshooting.

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New account? Add your first client

A new LedgerSync account has no clients yet. Add your first one. Acme is an example: use your client’s name.
1

Add a client and get a bank link

Ask: “Add my client Acme and give me a link to connect their bank.”
2

Open the link and connect the bank

Open the link. Pick your client’s bank and sign in with their bank login. This happens on a LedgerSync page, never in the chat.Don’t have their bank login? Send the link to your client by email or text, and they do it. The link works for 3 days.
3

Ask about their bank

When the bank is connected, ask: “Show Acme’s bank balances.”
Already use the LedgerSync app? Your clients are already here. Go straight to the examples below.

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More things to ask

Is a bank supported?

“Does LedgerSync work with First National Bank?”

Find a client

“Find my client Acme.”

Balances

“Show Acme’s bank balances.”

Transactions

“Show last month’s transactions for Acme’s checking account.”

Statements

“Get Acme’s September bank statement.”

Problems

“Which of my clients’ banks are not working?”

Connect a bank

“Send Acme a link to connect their bank.”
Nobody types a bank password in the chat. When a bank needs a password, the AI gives you a link to a LedgerSync page. The password goes there.
Before the AI changes something, it asks you first. Say yes if it looks right.
A bank needs the LedgerSync desktop app? The AI tells you when a refresh needs it. See Banks that need the desktop app. To remove LedgerSync from ChatGPT, see Troubleshooting. Stuck? Email support@ledgersync.com with the step and what the screen says. Never send passwords or card numbers.