--- title: "LedgerBox integrations and MCP server - APIANT.ai" description: "Connect LedgerBox to any other app, or use it from your AI client over MCP. LedgerBox is a tool to extract data from financial documents with AI" canonical: "https://apiant.ai/connections/ledgerbox" --- # LedgerBox integrations Connect LedgerBox to any other app, or use it from your AI client over MCP. LedgerBox is a tool to extract data from financial documents with AI Connects with an API key [ledgerbox.io](https://ledgerbox.io/) **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with LedgerBox? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## LedgerBox with the apps people pair it with most - [ **HubSpot to LedgerBox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ledgerbox) - [ **Google Drive to LedgerBox** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ledgerbox) - [ **Mailchimp to LedgerBox** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ledgerbox) Pair it ## Connect LedgerBox with another app - [ **HubSpot to LedgerBox**](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox**](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox**](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox**](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox**](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox**](https://apiant.ai/connect/google-calendar-to-ledgerbox) - [ **Google Drive to LedgerBox**](https://apiant.ai/connect/google-drive-to-ledgerbox) - [ **Mailchimp to LedgerBox**](https://apiant.ai/connect/mailchimp-to-ledgerbox) - [ **Stripe to LedgerBox**](https://apiant.ai/connect/stripe-to-ledgerbox) - [ **Shopify to LedgerBox**](https://apiant.ai/connect/shopify-to-ledgerbox) - [ **QuickBooks Online to LedgerBox**](https://apiant.ai/connect/quickbooks-online-to-ledgerbox) - [ **Pipedrive to LedgerBox**](https://apiant.ai/connect/pipedrive-to-ledgerbox) - [ **ActiveCampaign to LedgerBox**](https://apiant.ai/connect/activecampaign-to-ledgerbox) - [ **Notion to LedgerBox**](https://apiant.ai/connect/notion-to-ledgerbox) - [ **Airtable to LedgerBox**](https://apiant.ai/connect/airtable-to-ledgerbox) - [ **Trello to LedgerBox**](https://apiant.ai/connect/trello-to-ledgerbox) - [ **Asana to LedgerBox**](https://apiant.ai/connect/asana-to-ledgerbox) - [ **JIRA to LedgerBox**](https://apiant.ai/connect/jira-to-ledgerbox) - [ **ClickUp to LedgerBox**](https://apiant.ai/connect/clickup-to-ledgerbox) - [ **Zoom to LedgerBox**](https://apiant.ai/connect/zoom-to-ledgerbox) - [ **Discord to LedgerBox**](https://apiant.ai/connect/discord-to-ledgerbox) - [ **Twilio to LedgerBox**](https://apiant.ai/connect/twilio-to-ledgerbox) - [ **SendGrid to LedgerBox**](https://apiant.ai/connect/sendgrid-to-ledgerbox) - [ **Outlook to LedgerBox**](https://apiant.ai/connect/outlook-to-ledgerbox) - [ **Intercom to LedgerBox**](https://apiant.ai/connect/intercom-to-ledgerbox) - [ **Freshdesk to LedgerBox**](https://apiant.ai/connect/freshdesk-to-ledgerbox) - [ **Klaviyo to LedgerBox**](https://apiant.ai/connect/klaviyo-to-ledgerbox) - [ **Brevo to LedgerBox**](https://apiant.ai/connect/brevo-to-ledgerbox) - [ **Typeform to LedgerBox**](https://apiant.ai/connect/typeform-to-ledgerbox) - [ **JotForm to LedgerBox**](https://apiant.ai/connect/jotform-to-ledgerbox) - [ **Calendly to LedgerBox**](https://apiant.ai/connect/calendly-to-ledgerbox) - [ **PandaDoc to LedgerBox**](https://apiant.ai/connect/pandadoc-to-ledgerbox) - [ **Webflow to LedgerBox**](https://apiant.ai/connect/webflow-to-ledgerbox) - [ **Wix to LedgerBox**](https://apiant.ai/connect/wix-to-ledgerbox) - [ **Instagram to LedgerBox**](https://apiant.ai/connect/instagram-to-ledgerbox) - [ **OpenAI to LedgerBox**](https://apiant.ai/connect/openai-to-ledgerbox) - [ **OneDrive to LedgerBox**](https://apiant.ai/connect/onedrive-to-ledgerbox) - [ **Google Docs to LedgerBox**](https://apiant.ai/connect/google-docs-to-ledgerbox) - [ **Ontraport to LedgerBox**](https://apiant.ai/connect/ontraport-to-ledgerbox) - [ **Freshworks CRM to LedgerBox**](https://apiant.ai/connect/freshworks-crm-to-ledgerbox) - [ **GoHighLevel to LedgerBox**](https://apiant.ai/connect/gohighlevel-to-ledgerbox) - [ **Capsule CRM to LedgerBox**](https://apiant.ai/connect/capsule-crm-to-ledgerbox) - [ **Copper to LedgerBox**](https://apiant.ai/connect/copper-to-ledgerbox) - [ **Streak to LedgerBox**](https://apiant.ai/connect/streak-to-ledgerbox) - [ **NetHunt CRM to LedgerBox**](https://apiant.ai/connect/nethunt-crm-to-ledgerbox) - [ **MINDBODY to LedgerBox**](https://apiant.ai/connect/mindbody-to-ledgerbox) - [ **PostgreSQL to LedgerBox**](https://apiant.ai/connect/postgresql-to-ledgerbox) - [ **MySQL to LedgerBox**](https://apiant.ai/connect/mysql-to-ledgerbox) - [ **Vercel to LedgerBox**](https://apiant.ai/connect/vercel-to-ledgerbox) - [ **PagerDuty to LedgerBox**](https://apiant.ai/connect/pagerduty-to-ledgerbox) - [ **Gravity Forms to LedgerBox**](https://apiant.ai/connect/gravity-forms-to-ledgerbox) - [ **HubSpot Enterprise to LedgerBox**](https://apiant.ai/connect/hubspot-enterprise-to-ledgerbox) - [ **Google Forms to LedgerBox**](https://apiant.ai/connect/google-forms-to-ledgerbox) - [ **Facebook Lead Ads to LedgerBox**](https://apiant.ai/connect/facebook-lead-ads-to-ledgerbox) - [ **monday.com to LedgerBox**](https://apiant.ai/connect/monday-com-to-ledgerbox) - [ **Google Ads to LedgerBox**](https://apiant.ai/connect/google-ads-to-ledgerbox) - [ **Google Tasks to LedgerBox**](https://apiant.ai/connect/google-tasks-to-ledgerbox) - [ **Telegram to LedgerBox**](https://apiant.ai/connect/telegram-to-ledgerbox) - [ **MailerLite to LedgerBox**](https://apiant.ai/connect/mailerlite-to-ledgerbox) - [ **Google Contacts to LedgerBox**](https://apiant.ai/connect/google-contacts-to-ledgerbox) 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 ### ### Is there a LedgerBox MCP server? APIANT's MCP server at https://mcp.apiant.ai works with LedgerBox. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run LedgerBox actions on demand, or have APIANT build, test and run automations that use LedgerBox. Nothing to install. ### ### 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. ### ### Can I use LedgerBox directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with LedgerBox two ways. Ask it to do something in LedgerBox once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the LedgerBox API? No. APIANT connects to the LedgerBox API for you, with your LedgerBox API key. Describe what you want in plain language and your agent builds it on the LedgerBox triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the LedgerBox API documentation and adds it. ### ### 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.