What is Mcp Server Ledger

mcp-server-ledger is a Model Context Protocol server designed to interact with Ledger CLI, a powerful double-entry accounting system. It enables Large Language Models to query and analyze financial data through a standardized interface, facilitating AI assistants in financial reporting, budget analysis, and accounting tasks.

Use cases

Use cases for mcp-server-ledger include generating financial reports, analyzing budgets, tracking expenses, and querying transaction histories. Users can ask their AI assistants specific questions like ‘Show me my expenses for the last month’ or ‘What’s my current balance in all accounts?’ to receive detailed financial insights.

How to use

To use mcp-server-ledger, first ensure that Ledger CLI is installed and your financial data is available in a valid Ledger file. Configure the server by setting the path to your Ledger file through the LEDGER_FILE environment variable or command-line arguments. Once configured, you can interact with your AI assistant to ask questions about your financial data, and it will utilize the Ledger CLI commands via the server to provide the information.

Key features

Key features of mcp-server-ledger include: 1) ledger_balance for account balances, 2) ledger_register for transaction history, 3) ledger_accounts to list accounts, 4) ledger_payees for transaction payees, 5) ledger_commodities for currencies, 6) ledger_print for formatted transactions, 7) ledger_stats for ledger statistics, 8) ledger_budget for budget analysis, and 9) ledger_raw_command to execute raw Ledger CLI commands.

Where to use

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mcp-server-ledger: A Ledger CLI MCP Server

Overview

A Model Context Protocol server for interacting with Ledger CLI, a powerful, double-entry accounting system accessible from the command line. This server allows Large Language Models to query and analyze your financial data through the Ledger CLI tool.

This MCP server exposes Ledger CLI’s functionality through a standardized interface, making it easy for AI assistants to help you with financial reporting, budget analysis, and accounting tasks.

Features

The server provides the following tools that map to Ledger CLI commands:

1. ledger_balance

   • Shows account balances with powerful filtering options
   • Inputs: query pattern, date ranges, display options
   • Returns: Formatted balance report

2. ledger_register

   • Shows transaction register with detailed history
   • Inputs: query pattern, date ranges, sorting options
   • Returns: Formatted register report

3. ledger_accounts

   • Lists all accounts in the ledger file
   • Input: optional query pattern
   • Returns: List of matching accounts

4. ledger_payees

   • Lists all payees from transactions
   • Input: optional query pattern
   • Returns: List of matching payees

5. ledger_commodities

   • Lists all commodities (currencies) used
   • Input: optional query pattern
   • Returns: List of matching commodities

6. ledger_print

   • Prints transactions in ledger format
   • Inputs: query pattern, date ranges
   • Returns: Formatted ledger entries

7. ledger_stats

   • Shows statistics about the ledger file
   • Input: optional query pattern
   • Returns: Statistical summary of the ledger

8. ledger_budget

   • Shows budget analysis
   • Inputs: query pattern, date ranges, reporting period
   • Returns: Budget report

9. ledger_raw_command

   • Runs a raw Ledger CLI command
   • Input: command arguments as a list of strings
   • Returns: Command output as text

Prerequisites

• Ledger CLI must be installed and available in your PATH
• A valid Ledger file with your financial data

Installation

Using Docker (recommended)

You can also use the Docker image from the minhyeoky/mcp-ledger repository:

docker pull minhyeoky/mcp-ledger

Add this to your claude_desktop_config.json:

Replace /path/to/your/ledger/file.ledger with the actual path to your ledger file.

Installing via Smithery

To install Ledger CLI MCP Server for Claude Desktop automatically via Smithery:

npx -y @smithery/cli install @minhyeoky/mcp-ledger --client claude

Using uv

The easiest way to install and run this server is with uv:

uv sync

Configuration

The server requires a path to your Ledger file. This can be provided through:

• The LEDGER_FILE environment variable
• Command-line arguments when starting the server

Using with Claude Desktop

Add this to your claude_desktop_config.json:

Usage Examples

Once configured, you can ask your AI assistant questions about your financial data:

• “Show me my expenses for the last month”
• “What’s my current balance in all accounts?”
• “List all transactions with Amazon”
• “How much did I spend on groceries in 2023?”
• “Show me my budget performance for Q1”

The AI will use the appropriate Ledger CLI commands through the server to get the information.

Debugging

For more detailed local testing:

mcp dev main.py

Development

This server is built using the Model Context Protocol Python SDK. For more information about MCP and how to develop MCP servers, see the official documentation.

To contribute to this project:

1. Clone the repository
2. Install development dependencies
3. Make your changes
4. Test using the MCP inspector or by integrating with Claude Desktop

Security Considerations

This server runs Ledger CLI commands on your financial data. While it includes basic validation to prevent command injection, you should:

• Only use with trusted clients
• Be careful about which file paths you expose
• Review all commands before execution

License

This MCP server is licensed under the MIT License. Feel free to use, modify, and distribute it according to the license terms.