ChatGPT setup guide
Connect ChatGPT to MatchLedger for bookkeeping
Add MatchLedger to ChatGPT with one web address. There is no API key, client ID, or secret to paste: ChatGPT scans the tools, then a normal MatchLedger sign-in page handles the secure connection.
Check your ChatGPT access first
Full custom MCP apps are currently a beta feature for ChatGPT Business, Enterprise, and Edu workspaces on the web. A Business workspace owner or admin must create the app. Enterprise and Edu workspaces can also authorize developers, but an admin still controls access and publication. Personal Free, Plus, and Pro accounts cannot complete this full setup.
OpenAI changes this beta often. Check its current developer-mode requirements before you begin.
The setup below starts in ChatGPT on the web, where workspace app administration is available. Once MatchLedger is approved, your workspace decides which members may use it. Prefer a terminal workflow instead? The Codex MCP quick start is a separate, one-command setup.
1Open your workspace app settings.
Open ChatGPT on the web and switch to the workspace that should use MatchLedger. If you are an owner or admin, click your workspace name, open Workspace settings, then click Apps and Create.
On Enterprise or Edu, an authorized developer can instead open Settings → Apps → Create. If Create is not visible, ask a workspace admin to grant developer-mode access under Permissions & Roles → Connected Data.
2Create the MatchLedger app.
Turn on Developer mode when ChatGPT asks. Name the app MatchLedger, then copy and paste this address into the MCP server endpoint field:
https://app.matchledger.ai/mcpChoose OAuth for authentication. Do not add an API key or fill in client credentials: MatchLedger registers the connection during sign-in.
3Scan the tools and sign in.
Click Scan Tools. When the authorization window opens, sign in to MatchLedger with Google or email. If you are new, create your account there and accept the terms. Every account runs at Professional capacity while the beta is on, whichever plan you pick later. There is no credit card and no trial clock.
4Choose the organization and review access.
Pick the MatchLedger organization ChatGPT may use, review the permissions, then click Allow. MatchLedger asks for these six permissions:
| Permission | What it allows |
|---|---|
| documents:write | Upload bank statements, credit-card statements and ledger reports |
| reconciliations:write | Run reconciliations |
| reconciliations:read | Read reconciliation results, matches and uploaded documents |
| exports:write | Create and download exports |
| usage:read | Read your plan and usage meters |
| webhooks:manage | Manage webhook subscriptions |
Wait for the tool scan to finish, then click Create. ChatGPT saves MatchLedger as a draft app until a workspace owner or admin publishes it and grants access. Reconciliation jobs run in the background; ChatGPT can check their progress and report when they finish.
5Select MatchLedger in a new chat.
Start a new chat and select MatchLedger from the tools menu. A draft shows a Devlabel; after publication it appears among the workspace's enabled apps. ChatGPT may ask you to confirm actions that upload, reconcile, or export data.
Check the connection with a no-data prompt
This first check works without an uploaded statement or an existing reconciliation:
Ask MatchLedger how much of my monthly plan I've used.
ChatGPT should show your plan and the used, remaining, and limit values for line items and reconciliation jobs, plus the reset date. Compare the figures with MatchLedger's Plan & Usage card.
Turn one reconciliation into a review queue
For a reconciliation already in MatchLedger, copy its ID from the web app's reconciliation URL and ask:
For MatchLedger reconciliation <id>, group the matches that need review by date and tell me what to check first.
Include the ID because ChatGPT cannot discover your latest reconciliation. Until file handoff is verified on your ChatGPT surface, upload statements and ledgers in the MatchLedger web app, then ask ChatGPT to work with the resulting reconciliation.
Give your ChatGPT workspace controlled access to MatchLedger.
Create a MatchLedger accountPrefer the terminal?
Codex connects in one line when Node.js is installed. It uses the third-party mcp-remote bridge, followed by the same browser sign-in and consent flow.
codex mcp add matchledger npx mcp-remote https://app.matchledger.ai/mcpSee the full Claude Code and Codex MCP guide.
ChatGPT and Codex are products of OpenAI. MatchLedger is not affiliated with or endorsed by OpenAI.