Ledgy

क्लॉड, चैटजीपीटी, कर्सर, या किसी भी MCP-संगत AI सहायक से खर्च, बजट और खातों को लॉग करें, क्वेरी करें और संपादित करें — नेटिव MCP सर्वर वाला एकमात्र खर्च ट्रैकर।

ledgy.app पर देखें

दस्तावेज़

Quick start for ChatGPT

  1. Open the Ledgy app in ChatGPT.
  2. Click Connect → sign in → grant access.
  3. In any chat, just mention Ledgy or ask about your finances — ChatGPT picks up the app automatically.

ChatGPT will show a confirmation prompt before any write action (e.g. adding a transaction).

More detail, including bank statement import, on the Ledgy in ChatGPT page.

Quick start for Claude

  1. Open Claude → Settings → Connectors → Add custom connector.
  2. Name: Ledgy.
  3. Server URL: https://api.ledgy.app/mcp.
  4. Click Add → sign in → grant access.
  5. Open any chat → enable Ledgy under the connectors menu → ask away.

Works in Claude.ai and Claude Desktop. Mobile clients that support custom MCP connectors will also work.

What you can ask

  • "What did I spend on coffee last month?" — aggregation by category over a date range.
  • "Add a €12 lunch at Pret to my Wise account from yesterday." — single transaction create with merchant, amount, currency, and date parsing.
  • "Transfer 200 EUR from Wise Personal to Cash." — cross-account transfer with optional cross-currency FX.
  • "How does my April spending compare to March?" — multi-period aggregation in your primary currency.
  • "Find every transaction over €100 in May." — filtered transaction search.
  • "Show my top 5 categories this quarter." — top-N aggregation.
  • "What's my Santander balance right now?" — live balance using the same formula as the mobile app.
  • "Reconcile Santander to 616 EUR — my bank app shows that." — one-shot adjustment to align Ledgy with an external figure.

What Ledgy can do

  • Read your accounts, transactions, categories, budgets, groups, and tags.
  • Add or edit transactions, accounts, categories, budgets, and recurring rules.
  • Move money between accounts, including cross-currency transfers with FX.
  • Convert currencies at live ECB rates.
  • Attach receipts (server-side fetch from a public URL) and fetch a signed download URL.
  • Compute live account balances and reconcile against an external figure.

Privacy & control

  • The assistant only sees data you ask about. We don't push your full ledger to Anthropic or OpenAI on connection.
  • You sign in with your Ledgy account. We never see your password.
  • Disconnect any time from your client's Settings → Connectors (Claude, ChatGPT, or any other MCP client). Revoking access takes effect immediately.

Full details in our Privacy Policy.

Other clients

Ledgy works with any MCP-compatible client — Cursor, Continue, custom desktop apps, and others. The setup is the same: add the MCP server URL https://api.ledgy.app/mcp, complete the OAuth sign-in, and start asking. Dynamic Client Registration (RFC 7591) means no manual credential exchange is required.

Support

Stuck or want a feature? Open the help center or email support@ledgy.app.