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The LedgerSync connector lets Claude and ChatGPT work with your LedgerSync account directly. You ask in plain words, and the AI finds the client, reads their bank data, or sends them a secure link to connect a bank. You do not write code or handle API keys.

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What you can ask

Find a client

“Find my client Acme Holdings and show their bank connections.”

See what needs fixing

“Which of my clients’ bank connections need attention?”

Connect a bank

“Send Acme a link to connect their bank.”

Read the numbers

“Show the balances on Acme’s accounts, and last month’s transactions on the checking account.”

Get a statement

“Get me Acme’s September statement for the checking account.”

Refresh

“Refresh Acme’s bank connection and tell me when it finishes.”
The AI chooses from these tools. The ones marked Changes something are flagged to the AI app as making changes, so it normally asks you to confirm before running them. The rest only read.

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Before you start

  • A LedgerSync developer account approved for the environment you connect to. Apply at portal.ledgersyncappv2.com. Live access also needs the payment step completed.
  • Already a LedgerSync app customer? Do not apply or pay. Email support@ledgersync.com and we link your existing account.
  • Only the account owner can connect. If your firm already uses LedgerSync, ask the owner to add the connector rather than applying yourself.

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Add the connector

Use the live address for your real clients’ banks:
To try it first with test banks, add the sandbox address as a separate connector:
When you add it, a LedgerSync sign-in page opens. Sign in with the same account you use for the LedgerSync developer portal, and allow access.
1

Open Connectors

In Claude, go to Customize > Connectors.
2

Add a custom connector

Click +, then Add custom connector. Paste a connector address above and click Add. Leave the advanced OAuth settings empty.
3

Sign in

Connect it, sign in to LedgerSync, and allow access.
On Team and Enterprise plans, an Owner first adds it for the organization: Organization settings > Connectors, click Add, hover over Custom, select Web, paste the address and click Add. Members then connect it from Customize > Connectors. The Free plan allows one custom connector.Once added, the connector also works in Claude Desktop and the Claude mobile apps, and Claude Code picks it up when you sign in to Claude Code with the same Claude account.
Start a new chat after adding the connector, and after LedgerSync adds new tools. Your AI app loads the tool list when the connector is added, so if a tool you expect is missing, remove the connector and add it again.

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Keeping your clients’ banks safe

  • Nobody types bank passwords into the chat. To connect or fix a bank, the AI gives you a link to a LedgerSync page, and the account holder signs in to their bank there. Connect links expire after 72 hours.
  • Statement download links expire after 10 minutes and work once. The link is used up when it is opened, so if the download fails, ask the AI for a new link.
  • The connector can only do what the table above lists. It cannot see or change API keys, webhooks or account settings.
  • AI apps other than Claude and ChatGPT stay blocked. Ask support@ledgersync.com if you need one.
  • To disconnect, remove the connector from the AI app (in Claude, Customize > Connectors, then Remove). Adding it again signs you in fresh.

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Refreshes and other limits

LedgerSync already refreshes every working connection about once a day, so most questions need no refresh. When you do ask for one:
  • It takes a few minutes. The AI starts the refresh and checks on it; ask it to check again if it is still running. See Keeping data fresh.
  • A connection that refreshed in the last 30 minutes is skipped unless you say you want a new pull anyway.
  • Each connected AI app can start 20 refreshes a day on sandbox and 50 on live. These also count against your account’s daily refresh budget, which API keys share: 100 on sandbox, 500 on live. ledgersync_get_account_status shows how many of your account’s refreshes are left today.
  • Other limits per connected AI app: 50 new clients a day, 30 connect links an hour, and 120 tool calls a minute on sandbox (60 on live). When a limit is reached, the AI is told when it can try again.
  • Long lists of connections, accounts, transactions and statements come back in pages. The AI asks for the next page when it needs more.

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When something goes wrong

Every error the connector returns carries a code, the same codes as the API’s (see Errors). Access errors and rate-limit errors also carry a next_step sentence, which the AI reads out to you.

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Try it in the sandbox

The sandbox connector connects to test banks, so you can try every step without real bank data. Add the sandbox address above as its own connector, ask the AI for a connect link, open it, and sign in to FinBank, MX Bank or Ledgersync Bank with the test credentials in Testing in sandbox.