Connect an AI agent
KelpieLedger runs on an MCP server — the same validated ledger the web app itself uses. Connect Claude (or any other MCP-compatible agent) with your own account and it can list accounts, post journal entries, categorise bank transactions, and prepare your BAS on your behalf. Every action goes through the same checks a human posting manually would hit: balanced entries, known accounts, idempotent writes.
How it works
- 1. Sign up for a KelpieLedger account at app.kelpieledger.au/signup.
- 2. Add the connector. In Claude.ai, go to Settings → Connectors → Add custom connector, and paste the MCP server URL shown after you sign in — or in Claude Code / another CLI client:
claude mcp add --transport http kelpieledger https://api.kelpieledger.au/v1/mcp. - 3. Sign in when prompted. Your agent opens a browser for OAuth sign-in with your own account. It only ever sees your own data — a session for one user can't reach another user's ledger.
What it can do
Once connected, your agent has access to these tools, scoped to your account only:
list_accountsList the chart of accounts.
list_journalList recent journal entries, newest first.
post_journalPost a balanced double-entry journal entry.
list_transactionsList staged bank transactions imported from CSV.
categorize_transactionReconcile a staged bank line into a balanced journal entry.
bas_worksheetCompute the GST BAS worksheet for a period (G1–G14, 1A, 1B, net GST).
lodge_basPrepare and record a BAS lodgment for a period.
compliance_calendarList upcoming AU reporting obligations (BAS, super, tax, FBT, TPAR, ASIC).
lookup_abnLook a business up in the Australian Business Register by ABN.
ingest_saleIngest a sales document and post it as a balanced sale entry.
Any MCP client that supports OAuth 2.0 Dynamic Client Registration and Streamable HTTP transport works the same way — there's nothing Claude-specific about the server itself.