For Claude Code and Codex
Reconcile your books without leaving your terminal
MatchLedger runs a native MCP server, so your coding agent can upload statements, reconcile them against your ledger, and hand back the report — without you opening a browser tab to do the work.
1Connect MatchLedger.
One command, nothing to install:
claude mcp add --transport http matchledger https://app.matchledger.ai/mcpcodex mcp add matchledger npx mcp-remote https://app.matchledger.ai/mcp2Ask for what you want.
In your own words:
"Upload bofa-july.pdf and my-ledger.csv to MatchLedger, reconcile them,
and email me the results."3Sign in when your browser opens.
The first time your agent reaches MatchLedger, your browser pops open a sign-in page. New to MatchLedger? Create your account right there — continue with Google or email, accept the terms, and you're in. Every account runs at Professional capacity while the beta is on, whichever plan you pick later. There's no credit card and no trial clock. Choose which organization to connect and click Allow. You'll never see this page again — your terminal stays signed in.
4Let it run.
Extraction and matching happen in the background. Your agent reports progress as it goes, and the full reconciliation report lands in your inbox — match rate, confirmed matches, and anything that needs your review.
That's the whole setup. Two commands you type, one page you click through, and your agent does the bookkeeping.
Every plan is free during the open beta — no credit card required.
Create your accountOr skip it — run the command above and your agent will open the sign-up page for you.
Prefer the browser? See how MatchLedger works without an agent, or check pricing. Claude Code and Codex are products of Anthropic and OpenAI respectively; MatchLedger is not affiliated with or endorsed by either.