Setup Guide
DeepLedger works anywhere MCP works. Pick how you want to use it, follow the steps, and you'll be recording QuickBooks transactions in under 5 minutes.
Before you start
Create a DeepLedger account — you'll need a login to authenticate when connecting.
Connect your QuickBooks Online company from the portal dashboard (Settings → QuickBooks → Connect).
The full experience — 3 AI agents, 23 slash commands, safety hooks, and scheduled autonomous loops. Best for accounting firms doing daily bookkeeping.
Open Claude Desktop
Make sure you're running the latest version. DeepLedger requires Cowork mode (currently in research preview).
Install the plugin
Go to Settings → Plugins → Install from URL and paste:
https://github.com/naga-deepledger/deepledger-plugin.git
Authenticate
When the plugin loads, it connects to the DeepLedger MCP server. A browser window opens asking you to sign in with your DeepLedger email and password. If you have multiple organizations, pick the one you want to work with.
Start using it
Once authenticated, all 30 QuickBooks tools and 23 slash commands are available. Try these to get started:
I paid $250 to Staples for office supplies yesterday
/pnl
/health-check
The plugin uses https://mcp.deepledger.ai/mcp as its MCP server URL. Your login session persists for 30 days. After a server update, the session reconnects automatically — no re-login needed.
Use DeepLedger directly in your browser on claude.ai. All 30 QuickBooks tools plus interactive transaction form UIs. No installation — just add the connector URL.
Go to claude.ai
Open claude.ai in Chrome and sign in to your Anthropic account.
Open Connectors
Click your profile icon (bottom-left) → Settings → Connectors (or Integrations depending on your plan).
Add the DeepLedger connector
Click "Add Connector" or "Add MCP Server" and enter this URL:
https://mcp.deepledger.ai/
Authenticate
A popup or redirect will ask you to log in with your DeepLedger credentials (the same email/password you use for the portal). Select your organization and authorize.
Start a conversation
Open a new chat on claude.ai. The DeepLedger tools are now available. Ask Claude anything about your books:
Show me my P&L for this month vs last month
Record a $1,200 bill from AWS for cloud hosting
Who owes me money? Show aging report
The Chrome connector URL is https://mcp.deepledger.ai/ (root path). This is different from the plugin URL which uses /mcp. Both connect to the same server with the same tools — just different endpoints for routing.
ChatGPT supports MCP connectors on Plus/Pro/Team/Enterprise plans. Connect DeepLedger to get QuickBooks tools inside ChatGPT.
Open ChatGPT Settings
Go to chatgpt.com → click your profile → Settings.
Navigate to Connectors
Under settings, find Connectors or MCP Servers (may vary by plan).
Add DeepLedger
Click "Add" and enter the server URL:
https://mcp.deepledger.ai/mcp
Authorize
You'll be redirected to the DeepLedger login page. Sign in with your DeepLedger email/password and select your organization. ChatGPT will confirm the connection is active.
Use it
Start a new chat and ask about your QuickBooks data. ChatGPT will use the DeepLedger tools automatically when relevant.
ChatGPT MCP support may require a Plus, Pro, Team, or Enterprise subscription. If you don't see a Connectors option, check that your plan supports it and that you're using the latest version of ChatGPT.
DeepLedger uses standard MCP over HTTP Streamable transport with OAuth 2.1 (PKCE). Any client that speaks the MCP protocol can connect.
Server details
Add DeepLedger as a remote MCP server with these settings:
OAuth discovery
Clients that support RFC 8414 can auto-discover endpoints from:
https://mcp.deepledger.ai/.well-known/oauth-authorization-server
JSON config example
If your client uses a JSON config file (like Claude Code or Cursor):
{
"mcpServers": {
"deepledger": {
"type": "http",
"url": "https://mcp.deepledger.ai/mcp"
}
}
}Authenticate
The first request triggers the OAuth flow. Your client will open a browser for you to sign in. After login, tokens are cached locally and refresh automatically for 30 days.
URL Reference
https://mcp.deepledger.ai/mcphttps://mcp.deepledger.ai/https://mcp.deepledger.ai/mcphttps://mcp.deepledger.ai/mcphttps://mcp.deepledger.ai/.well-known/oauth-authorization-serverhttps://mcp.deepledger.ai/healthThe Chrome connector uses the root path (/) because claude.ai sends requests there after OAuth. Everything else uses /mcp. Both hit the same server, same tools, same auth — just different routing.
Troubleshooting
"Already a connection available"
This means a previous session exists but may be stale. Remove the existing connector/plugin, then re-add it. The old session is cleaned up automatically on the server side.
Connection drops after a server update
When we deploy updates, active sessions reset. Your client will automatically reconnect within seconds — no action needed. Your login stays valid (tokens persist for 30 days).
Login page won't load in the popup
Some browsers block popups by default. Allow popups for mcp.deepledger.ai in your browser settings, then try connecting again.
QuickBooks tools return errors
Make sure you've connected QuickBooks from the portal (Settings → QuickBooks → Connect). The MCP connection handles auth with DeepLedger — but QuickBooks itself needs a separate OAuth connection set up in the portal.
Need help?
Email support@deepledger.ai or reach out on GitHub.
Create your account, connect QuickBooks, and start with a single transaction.