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New to LedgerSync? You create your account when you sign in, in the steps below. Use claude.ai on a computer.
Claude Free plan? It allows only one added connector. Already added another one? Remove it first.
Claude Team or Enterprise? Your firm’s Claude Owner adds LedgerSync first: Organization settings, then Connectors, then Add, then Custom, then Web. After that you do not add anything: open Connectors, find LedgerSync, click Connect, and go to step 4.
1

Check whether LedgerSync is already there

Open claude.ai. Click Customize, then Connectors. No menu on the left? Click the sidebar button at the top left.
Claude menu with Customize and the Connectors tab marked
Click Yours. Is LedgerSync already there?
  • It says Connected: go to step 5.
  • It says Connect or Reconnect: click it and go to step 4.
  • It is not there: do the next step.
2

Click the Add to Claude button

Add to Claude

Opens Claude with LedgerSync already filled in.
Claude opens the Add custom connector box. The name LedgerSync and the address are already filled in.Claude also shows a red box: This connector was suggested by an external link. Verify the name and URL are from a developer you trust before adding. That is expected. Check that the address is https://api.ledgersyncappv2.com/mcp. Then click Continue.Your box shows Add instead of Continue? Do not change anything. Click Add and go to step 4.
Copy this address. Click the copy icon on the right of the box.
In Connectors, click Add, then Add custom connector.
The Add button and the Add custom connector option marked
Type LedgerSync in the name box. Click the address box, then press Ctrl+V (Windows) or Command+V (Mac). Click Continue.
The name LedgerSync and the address typed in, with Continue marked
Then do the next step.
Claude says this address is already added? Look under Yours in step 1. Not there? Reload the page, or sign out of Claude and back in. Then try again.
3

Click Add

Do not change anything on this screen. Click Add.
The second screen with the Add button marked
4

Click Connect and sign in to LedgerSync

Click Connect (skip this if you already clicked it).
LedgerSync connector page with the Connect button marked
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
Claude asks to access your account. Click Allow access. You only see this the first time.
LedgerSync page asking to let Claude access your account, with Allow access marked
5

Let Claude read without asking each time

In Customize, then Connectors, click LedgerSync. Next to Read-only tools, pick Always allow.
Read-only tools menu with Always allow marked
Claude keeps asking before it changes anything, unless you click Always allow on one of those questions. For changes, click Allow once.
6

Test it in a new chat

Click New. Ask:
Claude does not use LedgerSync? Click + in the message box, then Connectors, and turn LedgerSync on.LedgerSync now also works in the Claude desktop and phone apps.

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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 Claude, see Troubleshooting. Stuck? Email support@ledgersync.com with the step and what the screen says. Never send passwords or card numbers.