App

Connect LedgerBox to any app

LedgerBox is a tool to extract data from financial documents with AI

Connects with an API keyledgerbox.io
4 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with LedgerBox?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

LedgerBox with the apps people pair it with most

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What your agent can do with LedgerBox

Triggers and actions 4 actions

  • Action
    Delete document

    Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately.

  • Action
    Find documents by search text

    Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type.

  • Action
    Get Job Results

    Retrieves the extracted records (the processing results) of a document LedgerBox has processed.

  • Action
    Upload File

    Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id.

Reviews

What our customers say

Questions

LedgerBox, answered

What can your agent do in LedgerBox?

Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can LedgerBox connect to?

Any app in the catalog; the list on this page pairs LedgerBox with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.