AI Agents

NP Ledger connects to AI assistants like Claude through the Model Context Protocol (MCP) — an open standard for letting an AI assistant work directly with an application. Once connected, you can ask your assistant to look things up in your books and record transactions for you, in plain language. The goal is ease and accuracy: the assistant does the typing, your books stay in real double-entry fund accounting underneath, and a human stays in the loop.

Look things up (read). Ask questions in plain language and your assistant pulls the answer from your live books:

• Organization summary — name, fiscal year, plan, fund count
• Fund balances and your full chart of accounts
• Grant budget vs. spent for any project
• Unpaid vendor bills
• Transaction search and full transaction detail
• Financial reports — trial balance, statement of activities, statement of financial position, fund transactions

Keep the books current (write). With write access enabled, your assistant can record everyday bookkeeping for you:

• Record donations, in-kind contributions, other revenue, and expenses
• Receive and pay vendor bills
• Record payroll
• Match bank-statement lines to transactions

Restricted-versus-unrestricted fund handling, double-entry balancing, and your chart of accounts are all applied automatically — you describe what happened, and NP Ledger records it correctly.

NP Ledger works with hosted assistants like Claude (claude.ai on the web) and Claude CoWork through a one-click connection — no token to copy, no developer setup:

1. In your AI assistant, add a custom connector and enter the NP Ledger server URL: https://mcp.npledger.com/v1/
2. Click Connect and sign in to your NP Ledger account.
3. Choose the organization you want the assistant to work with.
4. Review the consent screen — it names the organization and the access being granted — and approve. You're connected.

For developer tools such as Cursor and Claude Desktop, connect with an access token instead of one-click sign-in:

1. In NP Ledger, go to Settings → AI Agent Integration and generate a token (read-only or read + write).
2. Add https://mcp.npledger.com/v1/ as the MCP server in your client and provide the token as a bearer credential.

Tokens are shown only once when created — store them in a password manager.

• You choose the access level. Connect read-only so the assistant can view and report but never change anything, or read + write so it can also record transactions.
• Scoped to one organization. A connection is tied to the single organization you selected. It can't reach another organization's data.
• Explicit consent. The consent screen names the organization before any access is granted — only connect an assistant you control.
• Optional approval for writes. Tokens can require an admin to approve each write action before it posts, so nothing hits your ledger without review.
• A complete audit trail. Every transaction an assistant records is written to your audit log and tagged as coming from the connector.
• Disconnect anytime. Remove the NP Ledger connector (or revoke its token) in your AI client whenever you want it to stop accessing your books.
• Your data stays in NP Ledger. The connector lets an assistant read and write your books on request; it doesn't hand your financial data to anyone else. See our Privacy Policy for details.

Reading your books and running reports is available on every plan. Recording transactions and the more advanced tools (bills, payroll, bank matching, multi-organization access) are available on paid plans, with higher monthly usage on higher tiers. See pricing for the current plan details.

Questions about connecting an AI assistant? Email contact@70ware.com and we'll help you get set up.