AI assistants (MCP and GPT)

Connect an AI assistant

Every assistant uses the same AI assistant key: send Authorization: Bearer <secret>. Company access and permissions come from the key.

HelloLedger does not run the AI model. Model usage is billed to your own Muse, ChatGPT, Claude, or Gemini plan; HelloLedger only answers the API calls, within the same per-key limits.

Claude and Gemini connect over MCP at https://api.helloledger.ai/mcp. ChatGPT uses a Custom GPT Action. Muse uses the REST API directly.

Not supported yet: claude.ai web and mobile custom connectors (they accept only a URL plus OAuth, not an API key header).

Not supported yet: ChatGPT MCP connectors in developer mode (same reason). Use a Custom GPT instead.

Not supported yet: The gemini.google.com web app (it cannot connect custom data sources). Use Gemini CLI instead.

Muse

Paste the Bearer secret into Muse's HelloLedger connect screen.

Step 1: In Muse, open the HelloLedger connection.

Step 2: Base URL: https://api.helloledger.ai/v1

Step 3: Auth: Bearer token. Paste the secret (starts with hl_live_).

https://api.helloledger.ai/v1

YOUR_API_SECRET

ChatGPT

Build a Custom GPT with a HelloLedger Action. Requires ChatGPT Plus, Team, or Enterprise.

Step 1: In ChatGPT, open Explore GPTs → Create → Configure → Create new action.

Step 2: Choose Import from URL and paste https://api.helloledger.ai/v1/openapi.json?profile=gpt

Step 3: Authentication: API Key → Auth Type Bearer → paste the secret.

Step 4: Instructions: paste the JSON from https://api.helloledger.ai/v1/guide so the GPT knows which action answers which question.

Step 5: Share the GPT as Only me or within your workspace. Anyone who uses it reads the companies on this key.

https://api.helloledger.ai/v1/openapi.json?profile=gpt

YOUR_API_SECRET

Claude

Add HelloLedger as an MCP server in Claude Desktop or Claude Code.

Step 1: Claude Desktop: Settings → Developer → Edit Config, add the block below to claude_desktop_config.json, then restart Claude. Requires Node.js.

Step 2: Claude Code: run the command below in a terminal.

Step 3: Ask Claude something like “Does the balance sheet balance for my company?”

claude.ai on the web and mobile cannot use an API key yet. Use Claude Desktop or Claude Code.

{
  "mcpServers": {
    "helloledger": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.helloledger.ai/mcp",
        "--header",
        "Authorization:${HL_AUTH}"
      ],
      "env": {
        "HL_AUTH": "Bearer YOUR_API_SECRET"
      }
    }
  }
}

claude mcp add --transport http helloledger https://api.helloledger.ai/mcp \
  --header "Authorization: Bearer YOUR_API_SECRET"

Gemini

Add HelloLedger as an MCP server in Gemini CLI.

Step 1: Install Gemini CLI, then open ~/.gemini/settings.json.

Step 2: Add the block below and restart Gemini CLI. Run /mcp to confirm HelloLedger is connected.

The gemini.google.com web app cannot connect custom data sources.

{
  "mcpServers": {
    "helloledger": {
      "httpUrl": "https://api.helloledger.ai/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_SECRET"
      }
    }
  }
}

OpenAPI and MCP

Machine-readable contract: https://api.helloledger.ai/v1/openapi.json

ChatGPT Custom GPT Actions: https://api.helloledger.ai/v1/openapi.json?profile=gpt (30 operations, the GPT Action limit).

MCP server for Claude and Gemini CLI: https://api.helloledger.ai/mcp (Streamable HTTP, POST only, same Bearer key). Tools match the Assistant API routes; developer write routes are not exposed to assistants.