Small business accounting, CRM, and invoicing — ask Claude about your business.
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SupaLedger is a unified small business operating system that combines accounting, CRM, and invoicing in one platform. Connect SupaLedger to Claude to ask questions about your business in plain English.
The MCP connector is read-only. Claude can view your financial reports, aging summaries, and contacts, but it cannot create, modify, or delete any data in your SupaLedger account.
| # | Tool | Description |
|---|---|---|
| 1 | platform_get_org_context |
Get a summary of your business: name, active modules, key financial metrics, and recent activity. Call this first to establish context. |
| 2 | accounting_get_trial_balance |
View the trial balance to check if the books are balanced. Supports date ranges and summary/detail modes. |
| 3 | accounting_get_profit_and_loss |
Pull a profit and loss (income) statement for any date range. Shows revenue, expenses, and net income. |
| 4 | accounting_get_balance_sheet |
Generate a balance sheet showing assets, liabilities, equity, and retained earnings as of any date. |
| 5 | accounting_get_ar_aging |
Check accounts receivable aging — who owes you money and how overdue, bucketed by 30-day intervals. |
| 6 | accounting_get_ap_aging |
Check accounts payable aging — what you owe vendors and how overdue, bucketed by 30-day intervals. |
| 7 | crm_search_contacts |
Search business contacts by name, type (customer/vendor/employee), or list all contacts. |
All tools default to summary mode, returning aggregated totals without personal details. Detail mode is available on request.
For complete parameter and response documentation, see TOOLS.md.
- Go to claude.ai/settings/connectors
- Find SupaLedger in the Connectors Directory
- Click Connect
- Sign in with your SupaLedger credentials
- Select the organization you want Claude to access
- Click Allow
- Open Claude Desktop settings
- Navigate to MCP Servers
- Click Add Server
- Search for SupaLedger or enter the server URL:
https://jztjsserurylfjqfbntx.supabase.co/functions/v1/mcp-server/mcp - Complete the OAuth sign-in flow
- Start asking questions about your business
claude mcp add supaledger -t http \
https://jztjsserurylfjqfbntx.supabase.co/functions/v1/mcp-server/mcpOnce connected, try these prompts in any Claude client:
1. Discover your organizations
"What organizations do I have access to?"
Claude calls platform_get_org_context and returns a list of your SupaLedger organizations with their active modules and key metrics.
2. Check your books
"What's Demo Corp's trial balance?"
Claude calls accounting_get_trial_balance and confirms whether debits equal credits, with totals broken down by account type.
3. Review your financial position
"Show me the balance sheet for Demo Corp"
Claude calls accounting_get_balance_sheet and presents your assets, liabilities, equity, and retained earnings.
SupaLedger uses OAuth 2.0 (via Supabase Auth) for authentication. When you connect for the first time:
- You sign in with your SupaLedger email and password
- You choose which organization to grant access to
- You review the permissions and click Allow
- Claude receives a scoped, time-limited access token
- Tokens refresh automatically — you do not need to reconnect
Claude never sees your SupaLedger password. The OAuth flow is standard PKCE with no long-lived secrets stored on the client.
| Policy | Details |
|---|---|
| Default mode | Summary — aggregated totals only, no PII |
| Detail mode | Available on request — includes individual account names and contact details |
| Read-only | Claude cannot create, modify, or delete any data |
| HIPAA exclusion | Organizations flagged as HIPAA-regulated are automatically blocked from MCP access |
| Data transit | Responses pass through Anthropic's infrastructure to generate Claude's answer |
| No training | SupaLedger does not use your data for AI training |
| Audit logged | Every tool call is logged (tool name, timestamp, success/failure) — not the response data |
For the full privacy policy, visit supaledger.com/privacy.
From SupaLedger:
- Log in to SupaLedger
- Go to Settings > Connected Apps
- Click Disconnect next to Claude
From Claude:
- Go to your Claude settings
- Navigate to Connectors or MCP Servers
- Remove the SupaLedger connector
Disconnecting revokes Claude's access immediately. Your data remains untouched in your SupaLedger account.
| Property | Value |
|---|---|
| Transport | Streamable HTTP (MCP 2025-03-26) |
| Server version | 1.0.0 |
| Runtime | Supabase Edge Functions (Deno) |
| Auth | OAuth 2.0 with PKCE |
| Tools | 7 read-only |
| Annotations | readOnlyHint: true, destructiveHint: false, idempotentHint: true on all tools |
For questions, issues, or feedback:
- Email: teams@fieldelevate.com
- Privacy inquiries: privacy@fieldelevate.com
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This MCP server is proprietary software. See LICENSE for details.