Finance Toolkit
de JerBouma
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computadora o nube★ 5496MITActualizado ayer
Instalar
DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI
Resumen
Descripción del creador (original en inglés)
Connect QuickBooks to ChatGPT, Claude & Grok. Record bills, invoices, journal entries. Run reports.
Los tres pilares de PopNx MCP
Estos tres nunca se combinan en una sola puntuación: las opiniones, las mediciones y la popularidad son cosas distintas.
- Opinión de usuariosiAún no hay reseñasLas reseñas se abrirán junto con las cuentas en una etapa posterior
- Nuestras revisiones básicasi1 de 1 superadasRevisado con información pública; el código aún no se ha escaneado
- UsoiAún sin medir★ –
Qué puedes hacer con él
Todavía no escribimos un resumen sencillo para este. Abajo están los datos que leímos del registro.
- Conexión: Se ejecuta en la nube
- Transporte: Streamable HTTP
- Categoría: Contabilidad, finanzas e impuestos
Instalación
Elige la app de IA que usas y copia la configuración.
Antes de instalar
- Revisiones básicas: 1 de 1 superadas
- Se ejecuta en el servidor del creador: lo que le pidas pasa por su servidor.
- El registro no indica ninguna clave que completar.
Necesitas
- Se ejecuta en la nubeNo hay nada que instalar; se conecta por internet
¿Qué app usas?
Elige tu app arriba. La recordamos, así que la próxima vez el botón dirá “Instalar en …”.
Funciona en Claude para web, escritorio y móvil:
- Abre Settings → Connectors
- Presiona Add custom connector
- Pega la dirección de abajo y presiona Add
- Si te pide iniciar sesión, inicia sesión en el servicio del creador
https://mcp.deepledger.ai/mcpEjecuta esto en tu terminal
claude mcp add --transport http deepledger https://mcp.deepledger.ai/mcpO copia la configuración tú
Pégalo en .cursor/mcp.json de tu proyecto, o en ~/.cursor/mcp.json
{
"mcpServers": {
"deepledger": {
"url": "https://mcp.deepledger.ai/mcp"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
O copia la configuración tú
Pégalo en .vscode/mcp.json de tu proyecto
{
"servers": {
"deepledger": {
"type": "http",
"url": "https://mcp.deepledger.ai/mcp"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
ChatGPT solo se conecta a servidores en internet:
- Abre ChatGPT en la web → Settings → Connectors (Apps)
- Presiona Create o Add (en algunos planes primero hay que activar Developer mode en Advanced)
- Pega la dirección de abajo, ponle un nombre y guarda
- Si te pide iniciar sesión, inicia sesión en el servicio del creador
https://mcp.deepledger.ai/mcpLos nombres de los menús pueden variar un poco según el plan y con el tiempo.
Tu elección se guarda en una cookie en este dispositivo; no necesitas cuenta.
Esta configuración se genera a partir de la ficha del creador en el registro. Si el README dice otra cosa, sigue el README.
Qué puede hacer
Todavía no hemos leído la lista de herramientas de este servidor; revisamos los endpoints por turnos.
Revisiones básicasi
Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 6 nov 2026
- ✓ Superada
El creador coincide con el repo
El nombre en el registro se verificó con el dominio deepledger.ai (el registro comprueba quién es dueño del dominio)
- … Aún sin revisar
Sigue en mantenimiento
Todavía no hemos leído este repo en GitHub
- … Aún sin revisar
Tiene licencia
Todavía no hemos leído este repo en GitHub
- … Aún sin revisar
El endpoint responde
Aún sin revisar; revisamos los endpoints por turnos
- … Aún sin revisar
Inicio de sesión con OAuth
Aún sin revisar; revisamos los endpoints por turnos
- … Aún sin revisar
Sin instrucciones ocultas en las descripciones de herramientas
Aún sin revisar; leemos la lista de herramientas cuando revisamos el endpoint
Comparado con otros en Contabilidad, finanzas e impuestosi
- Más estrellas que el 0% de los otros 1720 servidores de esta categoría
- Publicado en el registro más recientemente que el 65% de los otros 1720 servidores de esta categoría
- Revisiones básicas iguales o mejores que el 100% de los otros 1720 servidores de esta categoría
Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.
Preguntas frecuentes
¿Es seguro DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI?
Superó 1 de 1 revisiones básicas aplicables. No hemos leído el código. Antes de agregar una clave o un token, revisa qué acceso pide el servidor y usa una clave que tenga solo los permisos que necesitas.
¿Qué claves o códigos necesita?
El registro no indica ninguna clave obligatoria, aunque algunos servidores te piden iniciar sesión la primera vez que los usas.
¿Se ejecuta en mi computadora o en la nube?
Se ejecuta en la nube del creador. Te conectas por internet sin instalar nada, pero lo que envías pasa por los servidores del creador.
¿Sigue en mantenimiento?
El repo de GitHub cambió por última vez –, y la última versión (1.0.6) llegó al registro hace 21 días.
¿Qué apps pueden usarlo?
Las apps compatibles con MCP, como Claude Desktop, Claude Code, Cursor y VS Code. Se conecta por URL, así que también funcionan las apps que aceptan servidores MCP remotos, como ChatGPT en modo desarrollador.
¿Qué puedo usar en su lugar?
En la misma categoría: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternativas
Servidores de la misma categoría hechos por otros creadores, ordenados por estrellas.
Cómo leer una tarjeta:★ Estrellas de GitHubiTres pilares: reseñas · revisiones · usoiActualizado = fecha en que se publicó la última versión en el registroi
SolidInvoice
de SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Se ejecuta en la nube★ 981MITActualizado hace 7 días
Instalar
Korea Tax Calculator
de UpstageAI
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Se ejecuta en tu computadora★ 97MITActualizado hoy
Instalar
README del creador
Abrir el README
Copiado tal cual del repo del creador. PopNx MCP no lo ha revisado ni lo respalda. Se quitaron HTML, imágenes y scripts. Los enlaces llevan fuera de este sitio.
DeepLedger
AI staff accountant for QuickBooks
DeepLedger connects QuickBooks to Grok, ChatGPT, Claude and other AI agents, allowing businesses to record bills, invoices, payments, deposits, journal entries and other transactions, run financial reports, manage receivables and payables, and track month-end close using natural language.
This repository packages DeepLedger as a plugin for Claude Code, Cursor, Grok Build and Grok Bot. Install it, sign in with your DeepLedger account, and ask for bookkeeping in plain language. The agent works your QuickBooks company the way a staff accountant would: it looks up the payee, checks for duplicates, picks the right transaction type, records it, and hands anything it is not sure about to a human reviewer instead of guessing.
QuickBooks Online stays the ledger of record. DeepLedger holds the QuickBooks connection your company authorized through Intuit's own OAuth flow, so the plugin never sees Intuit credentials. One sign-in reaches every company you can open in the DeepLedger portal.
Who it is for
- Small business owners and founders who keep their own books in QuickBooks Online and want the routine entries, categorization and reports done for them.
- Bookkeepers and CPA firms managing many client companies. One connection switches between companies, every write follows the same protocol, and uncertain items land in a review queue with the agent's reasoning attached.
- Finance teams who want the month-end close, reconciliation prep and management reports drafted for review rather than built from scratch.
What it does
| Area | What the agent does |
|---|---|
| Bank feed | Pulls unrecorded bank and card transactions, categorizes them from the payee's QuickBooks history, records the obvious ones and creates review tasks for the rest |
| Recording | Records payments, bills, invoices, customer payments, deposits, transfers, refunds, credits and journal entries with an ID lookup and a duplicate check before every write |
| Payables and receivables | Enters bills and pays them against outstanding balances, invoices customers and applies their payments, applies credits, reports aging |
| Reconciliation | Matches a bank or card statement to the ledger and prepares the reconciliation workbook and open items |
| Month-end close | Works the close checklist, drafts adjusting entries and the Close Sheet, and hands the package to a reviewer for sign-off |
| Reports and analysis | Runs P&L, balance sheet, aging and custom reports, compares periods and explains what moved |
| Audit preparation | Builds supporting schedules, an evidence index and a missing-document list |
| Memory | Keeps durable per-company knowledge (policies, recurring patterns, context) and applies reviewer corrections going forward |
| Human review | Anything uncertain becomes a task with the agent's reasoning; reviewer decisions are applied verbatim |
How to use it
- Connect QuickBooks at deepledger.ai: Settings, QuickBooks, Connect. Repeat for each company you manage.
- Install the plugin in your host (below) and sign in when the browser opens.
- Ask in plain language. The
bookkeepingskill activates on any accounting request:
Which QuickBooks company is active?Process the bank feed. Record: paid $500 to Office Depot for office supplies with the company credit card. Enter the Acme invoice for $2,400, net 30. Reconcile the operating account against the August statement. Generate a P&L for last month and compare it to the prior month. Close the books for June.
- Review what it escalated. Open Tasks in the DeepLedger portal to approve, recategorize or dismiss items the agent was not sure about. Approved tasks are recorded on the next run.
The plugin itself is thin: a connector to DeepLedger's hosted MCP server and one skill. The skill does not carry procedures; it tells the agent which procedure to pull from the server's getGuide tool for each kind of request, so bookkeeping guidance updates on the server without a plugin release. There are no slash commands, agents, hooks or scripts.
Prerequisites
- A DeepLedger account with at least one QuickBooks Online company connected at deepledger.ai (Settings, QuickBooks, Connect)
- One of the hosts below
Install
Marketplace availability depends on each marketplace's review. Until a listing appears, use the local install for that host.
Claude Code
claude plugin marketplace add DeepLedger/deepledger-pluginclaude plugin install deepledger@deepledger-marketplace
Local development: claude --plugin-dir ./deepledger-plugin.
Cursor
Customize, Marketplace, search for DeepLedger, Add. Local install: clone this repository and symlink it into Cursor's local plugins folder, then reload Cursor.
git clone https://github.com/DeepLedger/deepledger-plugin.gitmkdir -p ~/.cursor/plugins/local ln -s "$(pwd)/deepledger-plugin" ~/.cursor/plugins/local/deepledger
Grok Build
DeepLedger is listed in the xAI plugin marketplace as a remote source pinned to a commit of this repository. Inside Grok Build open the extensions modal with /plugins (or browse with /marketplace), select DeepLedger and install it. Grok Build reads the .grok-plugin/plugin.json manifest, the skill and .mcp.json directly. Enable and trust the plugin so Grok can connect to the bundled MCP server; the first DeepLedger tool call opens the browser sign-in, and /mcps shows the connection.
To test before marketplace approval, install a pinned revision straight from GitHub:
grok plugin install DeepLedger/deepledger-plugin@<full-commit-sha> --trustLocal development: grok --plugin-dir ./deepledger-plugin.
Grok Bot
Settings, Plugins, search for DeepLedger, Add, then complete the sign-in in your browser. Attach the plugin to a task with @ and ask which QuickBooks company is active before requesting accounting work.
Sign-in
On first use the host discovers the server's OAuth 2.1 endpoints (authorization code with PKCE, dynamic client registration) and opens a browser sign-in. Sign in with your DeepLedger account and the connection is authorized. DeepLedger personal API keys (dl_live_...) are also accepted as Bearer tokens for programmatic clients. The transport is Streamable HTTP at https://mcp.deepledger.ai/mcp.
Network access and credentials
The plugin ships no scripts, binaries, hooks or shell commands. Everything it does goes through the hosted MCP server. The one runtime exception is the attachment upload below, where the server returns a shell-quoted curl command for the agent to run. The only network endpoints it reaches are:
| Endpoint | Purpose |
|---|---|
https://mcp.deepledger.ai/mcp | MCP server (Streamable HTTP). All QuickBooks reads and writes, guides, tasks, memory, documents and reports. |
https://mcp.deepledger.ai/.well-known/oauth-authorization-server, /oauth/register, /oauth/authorize, /oauth/token, /oauth/revoke | OAuth 2.1 discovery, dynamic client registration, authorization code with PKCE, token refresh and revocation. |
https://deepledger.ai | Browser sign-in page opened by the host during authorization. |
https://mcp.deepledger.ai/upload-to-qb | File attachment upload. documents (operation upload) returns a curl command the agent runs to send one user-chosen local file (10 MB limit) to this path with a one-time token; the server forwards it to QuickBooks. It downloads and executes nothing. |
Credentials: a DeepLedger account (OAuth sign-in in the browser, scope quickbooks). The host stores the resulting token; the plugin never sees, stores or transmits Intuit credentials, and it reads no local files, environment variables or secrets. QuickBooks access is scoped to the companies the signed-in user can already open in the DeepLedger portal.
How the skill works
The bookkeeping skill activates on any accounting request. It confirms the active QuickBooks company, then calls the server's getGuide tool with the guide type that matches the request and follows the returned steps, safety checklist and common mistakes:
| Request | getGuide type |
|---|---|
| Record a payment, bill, invoice, customer payment, refund, credit, deposit, transfer or journal entry; categorize bank feed items; AP and AR writes | transaction_recording |
| Close a month, adjusting entries, Close Sheet | month_end_closing |
| Reconcile a statement, explain a reconciliation difference | reconciliation |
| Report comparisons, ratios, trends, budget variances | financial_analysis |
| Audit or review support, evidence index, missing documents | audit_preparation |
| A tool failure the agent cannot resolve from the response | error_recovery (per tool and error code) |
Master data, agent memory, review tasks, documents and custom reports follow their tool descriptions; any QuickBooks write still goes through the transaction_recording protocol.
What the connector provides
The .mcp.json connector points at DeepLedger's official hosted MCP server. It installs no local binary. The server exposes 26 tools; every one operates on the active QuickBooks company and names it in its result.
| Tool | Capability |
|---|---|
qbCompanyProfile | Show, list or switch the active QuickBooks company |
qbMasterData | Look up, create or update accounts, vendors, customers, items, classes and tax codes |
qbFetchTransactions | Fetch transactions for duplicate checks, payee history and outstanding bills or invoices |
qbExpense | Record or update a purchase paid now (card, ACH, check, cash) |
qbBill | Record or update a vendor bill to pay later |
qbPayment | Apply a customer payment to outstanding invoices, or pay outstanding bills applying vendor credits |
qbInvoice | Create or update a customer invoice |
qbSalesReceipt | Record a sale paid on the spot, or refund a customer |
qbDeposit | Record a bank deposit, batching held payments or direct income lines |
qbTransfer | Move money between the company's own accounts |
qbCredit | Record a vendor or customer credit |
qbJournalEntry | Record a balanced journal entry |
qbEstimate | Create, update or convert an estimate |
qbRecurringTransaction | Manage recurring transaction templates |
qbProject | List, create, update and close QuickBooks projects |
qbCustomization | Manage custom field definitions and transaction dimensions |
qbVoidTransaction | Void an invoice, sales receipt, refund receipt, payment or bill payment |
qbSendEmail | Email a sales document to the customer through QuickBooks |
qbReports | Run profit and loss, balance sheet, aging and other QuickBooks reports |
getGuide | Load the current bookkeeping procedure or a per-tool error playbook |
tasks | Review tasks shared between the agent and the human reviewer |
agentMemory | Read and maintain durable per-company knowledge |
bankFeed | Fetch unrecorded bank transactions and stamp them once recorded |
documents | Read documents from DeepLedger storage or QuickBooks attachments, and upload a file to a QuickBooks record |
customReports | Run saved report definitions by name |
closeRun | Track the month-end close and its Close Sheet |
Safety model
Every QuickBooks write follows the server's protocol, carried by the transaction_recording guide and the tool descriptions:
- Lookup:
qbMasterDataresolves vendor, customer and account IDs. - Duplicate check:
qbFetchTransactionsverifies no duplicate exists. - Decide: the agent records when the payee, category, tool and amount are obvious from the evidence and it is confident; it creates a review task with specific reasoning only wh
Solo se muestra el principio; lee el resto en el repo