> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgersyncappv2.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up in ChatGPT

> Add LedgerSync to ChatGPT, sign in, and ask your first question.

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](https://chatgpt.com) in a web browser, not
in the phone app.

<Note>
  **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](#sign-in).
</Note>

**Your LedgerSync address.** You paste it in step 4. Click the copy icon on the right of the box.

```text theme={null}
https://api.ledgersyncappv2.com/mcp
```

<Steps>
  <Step title="Turn on Developer mode" id="developer-mode">
    Open [chatgpt.com/settings/security](https://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.
  </Step>

  <Step title="Click Plugins, then Add" id="plugins">
    Open [chatgpt.com/plugins](https://chatgpt.com/plugins). Or click **Plugins** on the left. Then click
    **Add**.

    <Frame>
      <img src="https://mintcdn.com/ledgersync/BFIy7FoORdXrPtlE/images/ai-connector/chatgpt-plugins-add.png?fit=max&auto=format&n=BFIy7FoORdXrPtlE&q=85&s=a4d23196fc0d58bebc73bb90c96fd9ca" alt="ChatGPT Plugins page with the Add button marked" width="1531" height="250" data-path="images/ai-connector/chatgpt-plugins-add.png" />
    </Frame>
  </Step>

  <Step title="Click Create MCP App" id="create-app">
    <Frame>
      <img src="https://mintcdn.com/ledgersync/BFIy7FoORdXrPtlE/images/ai-connector/chatgpt-create-mcp-app.png?fit=max&auto=format&n=BFIy7FoORdXrPtlE&q=85&s=da8c2dd3c8aa1254c7e42ad88a9fbb04" alt="The Add menu with Create MCP App marked" width="274" height="222" data-path="images/ai-connector/chatgpt-create-mcp-app.png" />
    </Frame>

    Don't see **Create MCP App**? Check that **Developer mode** is on ([step 1](#developer-mode)), then come
    back. On ChatGPT Business, Enterprise or Edu, only your admin can do this: ask them to add LedgerSync
    for everyone.
  </Step>

  <Step title="Fill in the New Plugin form" id="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**.

    <Frame>
      <img src="https://mintcdn.com/ledgersync/GNsVkrRfeQy-yjdI/images/ai-connector/chatgpt-new-plugin.png?fit=max&auto=format&n=GNsVkrRfeQy-yjdI&q=85&s=053407f6a232a16a751a00cddd4b0395" alt="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" width="601" height="771" data-path="images/ai-connector/chatgpt-new-plugin.png" />
    </Frame>

    **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.
  </Step>

  <Step title="Sign in to LedgerSync" id="sign-in">
    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.

    <Frame>
      <img src="https://mintcdn.com/ledgersync/3gHOCRG3rKiZ3F59/images/ai-connector/connect-1-email.png?fit=max&auto=format&n=3gHOCRG3rKiZ3F59&q=85&s=42026d5502c826e0ab9116aca3454161" alt="The Sign in to LedgerSync page with the Next button marked" width="1060" height="747" data-path="images/ai-connector/connect-1-email.png" />
    </Frame>

    * **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](/ai/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**.

    <Frame>
      <img src="https://mintcdn.com/ledgersync/3gHOCRG3rKiZ3F59/images/ai-connector/connect-5-allow.png?fit=max&auto=format&n=3gHOCRG3rKiZ3F59&q=85&s=3800b94475a91f53404b47f6bf5e5af0" alt="The Connect your AI assistant page with the Allow button marked" width="1060" height="724" data-path="images/ai-connector/connect-5-allow.png" />
    </Frame>

    ChatGPT asks to access your account. Click **Allow access**. You only see this the first time. The picture shows this page for Claude.

    <Frame>
      <img src="https://mintcdn.com/ledgersync/3gHOCRG3rKiZ3F59/images/ai-connector/ledgersync-allow-access.png?fit=max&auto=format&n=3gHOCRG3rKiZ3F59&q=85&s=87bd8eb875652d9d2722f21bffd9cc68" alt="LedgerSync page asking to let Claude access your account, with Allow access marked" width="470" height="880" data-path="images/ai-connector/ledgersync-allow-access.png" />
    </Frame>
  </Step>

  <Step title="Test it in a new chat" id="test">
    Click **New chat**. Type **@** and pick **LedgerSync**. Then ask:

    ```text theme={null}
    Use LedgerSync to check whether my account is ready.
    ```

    ChatGPT looks things up without asking, and asks before it changes anything.
  </Step>
</Steps>

## 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](/ai/troubleshooting).

### 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.

<Steps>
  <Step title="Add a client and get a bank link">
    Ask: "Add my client Acme and give me a link to connect their bank."
  </Step>

  <Step title="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.
  </Step>

  <Step title="Ask about their bank">
    When the bank is connected, ask: "Show Acme's bank balances."
  </Step>
</Steps>

<Tip>
  Already use the LedgerSync app? Your clients are already here. Go straight to the examples below.
</Tip>

### More things to ask

<CardGroup cols={2}>
  <Card title="Is a bank supported?" icon="building-columns">
    "Does LedgerSync work with First National Bank?"
  </Card>

  <Card title="Find a client" icon="magnifying-glass">
    "Find my client Acme."
  </Card>

  <Card title="Balances" icon="wallet">
    "Show Acme's bank balances."
  </Card>

  <Card title="Transactions" icon="list">
    "Show last month's transactions for Acme's checking account."
  </Card>

  <Card title="Statements" icon="file-pdf">
    "Get Acme's September bank statement."
  </Card>

  <Card title="Problems" icon="triangle-exclamation">
    "Which of my clients' banks are not working?"
  </Card>

  <Card title="Connect a bank" icon="link">
    "Send Acme a link to connect their bank."
  </Card>
</CardGroup>

<Note>
  **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.
</Note>

<Tip>
  Before the AI changes something, it asks you first. Say yes if it looks right.
</Tip>

A bank needs the LedgerSync desktop app? The AI tells you when a refresh needs it. See
[Banks that need the desktop app](/ai/desktop-app).

To remove LedgerSync from ChatGPT, see [Troubleshooting](/ai/troubleshooting#remove-or-turn-off-ledgersync).

Stuck? Email [support@ledgersync.com](mailto:support@ledgersync.com) with the step and what the screen says.
Never send passwords or card numbers.


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