Choose the AI client you already use, authorize your LedgerBeaver workspace, then start with a safe read-only finance task. You stay in control of workspace access and every governed action.
The connection follows your selected company, role and permissions. Required human approval remains separate, and access can be revoked. Read how connected AI works in LedgerBeaver, AI & Data Privacy and Data & Compliance before connecting.
Connect AI is the source of truth for each client’s current setup. Browser instructions for ChatGPT and Claude remain below for quick reference.
Start in LedgerBeaver before opening your AI provider.
Sign up, choose your company workspace, and open Connect AI. You will authorize access in the next step; you do not need to put an API key into a chat prompt.
Sign up for LedgerBeaver →Use Connect AI for the current provider-specific path.
Permission starts narrow. LedgerBeaver OAuth starts read-only. When a workflow needs changes, request read and write on the LedgerBeaver authorization screen and choose the workspace. Your role and workflow policies still enforce approvals.
Using Codex, Claude Code, Gemini CLI, OpenClaw, Hermes, Grok, or a local model host? Open the authenticated guide for the current command or configuration. Grok remains marked verification required.
Open Connect AI →Confirm the workspace and start read-only.
Ready to ask. After you authorize LedgerBeaver and choose a workspace, select LedgerBeaver in your client and send the task below.
Use LedgerBeaver to confirm which company workspace I can access. Then give me a read-only summary of overdue receivables, bills due in the next 14 days, and unreconciled bank activity. Do not create, edit, approve, pay, or post anything.
Illustrative response: I can access Northstar Studio. Read-only summary: 3 overdue invoices totaling $12,480; 5 bills totaling $8,320 are due within 14 days; and 7 bank transactions need reconciliation. No records were changed.
Review the $2,400 Cedar Advisory bill. Explain the coding rationale, propose the GL account and dimensions, and then stop for my approval. Do not edit or post the bill.
Illustrative response: Proposed coding: 6200 Professional Services, Operations department, no project. Rationale: the invoice describes advisory work and matches your prior approved coding for this vendor. Proposed entry: debit Professional Services $2,400; credit Accounts Payable $2,400. I have not changed or posted the bill. Review this suggestion before authorizing changes.
These clients offer MCP connection paths. Support, transport, authentication, and admin controls vary, so check the current client documentation before connecting.
You don't need to be technical. Pick the path that matches how hands-on you want to be.
Use ChatGPT or Claude / Cowork when your provider plan, role, and workspace settings allow custom remote MCP connections.
Choose a browser client →Codex, Claude Code, Gemini CLI, OpenClaw, and Hermes each use a different command or configuration. Get the current path from Connect AI.
Choose a CLI client →Local model runtimes serve the model only. Use an MCP-capable host between the local model and LedgerBeaver, then authorize that host with the narrowest access needed.
Open the local-host guide →Using Claude Code, Codex, or another supported client? Your account’s Connect AI page holds the current provider-specific setup and authorization path.
Open Connect AI →