[{"data":1,"prerenderedAt":344},["ShallowReactive",2],{"blog-bring-claude-to-your-books":3},{"post":4,"related":333},{"id":5,"title":6,"author":7,"body":8,"category":304,"coverImage":305,"createdAt":309,"description":14,"extension":310,"featured":311,"meta":312,"navigation":311,"path":314,"publishedAt":309,"seo":315,"slug":319,"status":320,"stem":321,"subtitle":322,"tags":323,"updatedAt":309,"__hash__":332},"blog\u002Fblog\u002F2026\u002F07\u002F31-bring-claude-to-your-books.md","Claude Can Now Work With Your NewLedger Books","newledger-team",{"type":9,"value":10,"toc":294},"minimark",[11,15,23,26,31,36,39,42,46,49,110,114,117,120,123,127,130,184,191,195,198,227,238,241,248,254,267,271,274,279],[12,13,14],"p",{},"The best place to ask a question about your business may be the AI assistant already open on your screen.",[12,16,17,18,22],{},"That is why NewLedger connects to ",[19,20,21],"strong",{},"Claude through the Model Context Protocol (MCP)",". Once authorised, Claude can answer questions using your live books, retrieve reports, and prepare accounting drafts. NewLedger remains the system of record: permissions, review, posting, and the audit trail stay where they belong.",[12,24,25],{},"Because the connection uses an open protocol, Claude is a choice rather than a lock-in. Your team can use another compatible AI client later without rebuilding permissions or moving the books.",[12,27,28],{},[19,29,30],{},"Your accounting layer stays stable. Your AI layer stays replaceable.",[32,33,35],"h2",{"id":34},"your-books-where-you-already-work","Your books, where you already work",[12,37,38],{},"Questions about cash, overdue invoices, or month-end should not begin with a CSV export and six open tabs. Claude can request the relevant information directly from NewLedger, work through it with you, and link the answer back to the books.",[12,40,41],{},"This is not a copy of your accounts uploaded to a chat. Claude calls purpose-built tools against current NewLedger data, within the access you approve.",[32,43,45],{"id":44},"what-claude-can-do-with-newledger","What Claude can do with NewLedger",[12,47,48],{},"After you approve the connection, ask questions in normal language. Claude retrieves the right NewLedger records and reports behind the scenes.",[50,51,52,65],"table",{},[53,54,55],"thead",{},[56,57,58,62],"tr",{},[59,60,61],"th",{},"Ask Claude",[59,63,64],{},"NewLedger provides",[66,67,68,80,90,100],"tbody",{},[56,69,70,77],{},[71,72,73],"td",{},[74,75,76],"code",{},"How has gross margin changed over the last six months?",[71,78,79],{},"Current figures and the underlying trend",[56,81,82,87],{},[71,83,84],{},[74,85,86],{},"Which customers are more than 60 days overdue?",[71,88,89],{},"Receivables, balances, and collection priorities",[56,91,92,97],{},[71,93,94],{},[74,95,96],{},"Prepare July's retainer invoice using last month's line items.",[71,98,99],{},"A structured draft for your team to review and send",[56,101,102,107],{},[71,103,104],{},[74,105,106],{},"Summarise unusual movements before month-end close.",[71,108,109],{},"Exceptions with supporting transactions ready to inspect",[32,111,113],{"id":112},"bring-more-than-one-company","Bring more than one company",[12,115,116],{},"Every NewLedger company has its own MCP endpoint, consent, and permissions. Add each endpoint to Claude and keep the connections available side by side, up to Claude's own connection limit.",[12,118,119],{},"For an accounting firm, that can mean separate connections for different clients. For a finance team, it can mean the operating company, holding company, and regional entities. Choose the company relevant to the question without weakening the boundary between them.",[12,121,122],{},"Each company remains isolated. Claude simply has access to the connections you have separately authorised.",[32,124,126],{"id":125},"controlled-write-tools-not-unrestricted-access","Controlled write tools, not unrestricted access",[12,128,129],{},"NewLedger lets Claude prepare useful accounting work without giving it unrestricted posting authority.",[50,131,132,142],{},[53,133,134],{},[56,135,136,139],{},[59,137,138],{},"Available write tool",[59,140,141],{},"What Claude prepares",[66,143,144,154,164,174],{},[56,145,146,151],{},[71,147,148],{},[19,149,150],{},"Draft invoice",[71,152,153],{},"Customer, line items, amounts, tax, and notes",[56,155,156,161],{},[71,157,158],{},[19,159,160],{},"Draft bill",[71,162,163],{},"Vendor bill details ready for review",[56,165,166,171],{},[71,167,168],{},[19,169,170],{},"Draft expense",[71,172,173],{},"Vendor, amount, category, and supporting notes",[56,175,176,181],{},[71,177,178],{},[19,179,180],{},"Draft journal",[71,182,183],{},"Proposed accounts, debits, credits, and narration",[12,185,186,187,190],{},"Every write is ",[19,188,189],{},"scoped, draft-only, and reviewable",". NewLedger records the activity, and an authorised person decides what is posted. Revoke a connection at any time.",[32,192,194],{"id":193},"connect-claude-to-newledger","Connect Claude to NewLedger",[12,196,197],{},"If you already use NewLedger:",[199,200,201,208,211,218,221,224],"ol",{},[202,203,204,205],"li",{},"Open ",[19,206,207],{},"Settings → App Connect → MCP Server",[202,209,210],{},"Copy the MCP server URL for the current company",[202,212,213,214,217],{},"In Claude, open ",[19,215,216],{},"Settings → Connectors → Add custom connector"," and paste the server URL",[202,219,220],{},"Approve the OAuth connection and enable the NewLedger tools you want to use",[202,222,223],{},"Start with a question about cash or receivables",[202,225,226],{},"When you are ready, ask Claude to prepare a draft and review it in NewLedger",[12,228,229,230,237],{},"Anthropic maintains the current instructions for ",[231,232,236],"a",{"href":233,"rel":234},"https:\u002F\u002Fsupport.anthropic.com\u002Fen\u002Farticles\u002F11175166-about-custom-integrations-using-remote-mcp",[235],"nofollow","adding a custom connector to Claude",", including the additional organisation-level step for Team and Enterprise plans.",[12,239,240],{},"To connect another company, switch company in NewLedger, copy its MCP endpoint, and add another connection. Repeat for as many companies as your AI client supports; the first company stays connected.",[12,242,243],{},[244,245],"img",{"alt":246,"src":247,"title":246},"NewLedger MCP server path in App Connect","https:\u002F\u002Fstorage.googleapis.com\u002Fnl-blog\u002Ffeatures\u002Fai\u002Fmcp-server-path.webp",[12,249,250],{},[251,252,253],"em",{},"Your company-specific MCP server URL is available inside Settings → App Connect → MCP Server.",[12,255,256,257,261,262,266],{},"For a fuller walkthrough of the available tools and safeguards, read ",[231,258,260],{"href":259},"\u002Fblog\u002Fmcp-for-accounting","MCP for Accounting: Your AI Assistant Can Now Work With Your Books",". If you are building a server-side automation rather than connecting an AI client, see ",[231,263,265],{"href":264},"\u002Fblog\u002Fapi-credentials-vs-oauth-2-0","API credentials vs OAuth 2.0 in NewLedger",".",[32,268,270],{"id":269},"ask-the-question-keep-control-of-the-answer","Ask the question. Keep control of the answer.",[12,272,273],{},"Claude makes it easier to understand the books and prepare the next step. NewLedger keeps the records, permissions, review, and final decision in one trusted place.",[12,275,276],{},[19,277,278],{},"Let the AI do the setup. Let your team decide what reaches the ledger.",[12,280,281,282,284,285,289,290,266],{},"Already on NewLedger? Connect Claude from ",[19,283,207],{},". New to NewLedger? ",[231,286,288],{"href":287},"\u002Fpricing","Start a 14-day free trial"," or ",[231,291,293],{"href":292},"\u002Fcontact","talk to us about your AI accounting workflow",{"title":295,"searchDepth":296,"depth":296,"links":297},"",2,[298,299,300,301,302,303],{"id":34,"depth":296,"text":35},{"id":44,"depth":296,"text":45},{"id":112,"depth":296,"text":113},{"id":125,"depth":296,"text":126},{"id":193,"depth":296,"text":194},{"id":269,"depth":296,"text":270},"product",{"src":306,"alt":307,"credit":308},"blog\u002Fnewledger-claude-multi-tenant-mcp-cover-v3.webp","Claude connected to NewLedger and isolated company ledgers through a controlled approval workflow","NewLedger Editorial","2026-07-31","md",true,{"contributors":313},[7],"\u002Fblog\u002F2026\u002F07\u002F31-bring-claude-to-your-books",{"title":316,"description":317,"image":318},"Connect Claude to NewLedger accounting with MCP","Connect Claude to NewLedger with MCP. Ask questions using live financial data and prepare invoices, bills, expenses, and journals for human review.","https:\u002F\u002Fnewledger.io\u002F_ipx\u002Fq_100\u002Fblog\u002Fnewledger-claude-multi-tenant-mcp-cover-v3.webp","bring-claude-to-your-books","published","blog\u002F2026\u002F07\u002F31-bring-claude-to-your-books","Ask questions using live financial data, connect multiple companies, and prepare accounting work with human approval built in.",[324,325,326,327,328,329,330,331],"claude","anthropic","mcp","ai","accounting","automation","oauth","app-connect","1cqUCJtb7cAshtKZodIcAAC-fZOItaUqB90W44iCAaE",[334,339],{"path":335,"slug":336,"title":337,"subtitle":338,"category":304,"publishedAt":309},"\u002Fblog\u002F2026\u002F07\u002F31-microsoft-copilot-newledger","microsoft-copilot-newledger","Microsoft Copilot Can Now Work With Your NewLedger Books","Bring live accounting context into the Microsoft 365 workflows your finance team already uses—with company-scoped access and controlled writes.",{"path":340,"slug":341,"title":260,"subtitle":342,"category":304,"publishedAt":343},"\u002Fblog\u002F2026\u002F04\u002F30-mcp-for-accounting","mcp-for-accounting","NewLedger now supports the Model Context Protocol, so you can ask Claude or any compatible AI client to pull reports, draft invoices, and categorise transactions — without ever handing it the keys.","2026-04-30",1785475004580]