Claude Desktop setup guide
Connect Claude Desktop to MatchLedger for bookkeeping
Add MatchLedger to the Claude desktop app with one web address. There is no API key, client ID, or secret to paste: a normal MatchLedger sign-in page handles the secure connection for you.
Before you start
Anthropic currently makes custom connectors available on Free, Pro, Max, Team, and Enterprise plans. Free accounts can add one custom connector. On Team or Enterprise, an owner must add the connector for the organization before members can connect it. Check Anthropic's current availability.
This guide is for Claude Desktop, the chat app. Prefer the terminal? Claude Code is a different product and connects with one command — see the Claude Code quick start.
1Open Claude's connector settings.
In Claude Desktop, click Customize, then Connectors. Click the + button beside Connectors and choose Add custom connector.
2Add the MatchLedger address.
Name the connector MatchLedger, then copy and paste this address into the URL field:
https://app.matchledger.ai/mcpLeave Advanced settings alone. MatchLedger registers securely with Claude during sign-in, so the optional OAuth client ID and client secret fields stay empty. Click Add.
3Sign in to MatchLedger.
Click Connect. A MatchLedger sign-in page opens. Sign in with Google or email. If you are new, create your account on that page and accept the terms — there is no separate setup to complete first. 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 books Claude may use.
Pick the MatchLedger organization you want to connect, review the permissions, then click Allow. These are the six permissions shown during consent:
| 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 |
5Turn MatchLedger on in a conversation.
Return to Claude and start a chat. Click the + button beside the message box, choose Connectors, and switch MatchLedger on for that conversation. Claude can now read usage, inspect documents and results, run reconciliations, review matches, and create exports within the permissions you approved.
Reconciliation work runs in the background. Claude can check its progress and tell you when it finishes, so you do not have to watch a spinner.
Try a prompt that works with a new account
Paste this into Claude. It needs no uploaded statements or existing reconciliation:
Ask MatchLedger how much of my monthly plan I've used.
Claude should return your plan plus the used, remaining, and limit values for line items and reconciliation jobs, including the reset date. Compare those figures with the Plan & Usage card in MatchLedger.
Ask about an existing reconciliation
If you already have a reconciliation, copy its ID from the reconciliation URL in the MatchLedger web app, then ask:
Summarise MatchLedger reconciliation <id> and list the matches that need review.
Include the ID: Claude cannot discover your latest reconciliation by itself. To add new files, upload statements and ledgers in the MatchLedger web app, then use Claude to ask about the resulting reconciliation.
Connect your books to Claude without copying an API key.
Create a MatchLedger accountPrefer the terminal?
Claude Code connects over HTTP in one line, with no Node bridge or extra package. The same browser sign-in and consent screen follow, so it is the same MatchLedger connection through a different front door.
claude mcp add --transport http matchledger https://app.matchledger.ai/mcpSee the full Claude Code and Codex MCP guide.
Claude and Claude Code are products of Anthropic. MatchLedger is not affiliated with or endorsed by Anthropic.