smartledger-mcp 0.2.0

AI bookkeeping MCP server — parse invoices, receipts, and transactions with Claude

SmartLedger MCP

Turn Claude into your personal bookkeeper. Parse invoices, categorize receipts by IRS Schedule C line item, analyze bank statements, and generate tax-ready expense summaries.

100% local processing. Your financial data never leaves your machine.

Tools

Tool	What it does
parse_invoice	Extract vendor, amounts, line items, dates from invoice PDFs
parse_receipt	Extract merchant, total, tax, payment method from receipt PDFs
parse_bank_statement	Parse CSV bank exports, auto-categorize by IRS expense type
tax_summary	Generate IRS Schedule C deduction breakdown from bank statements
extract_document_text	Raw text extraction from any PDF

Quick Start

pip install smartledger-mcp

Add to your Claude Desktop or Claude Code config:

{
  "mcpServers": {
    "smartledger": {
      "command": "smartledger-mcp"
    }
  }
}

Then just tell Claude:

• "Parse this invoice" (drop a PDF)
• "Categorize my March bank statement" (drop a CSV)
• "Generate my Schedule C tax summary for Q1"

IRS Schedule C Categories

SmartLedger automatically maps transactions to 12 IRS expense categories:

Category	Schedule C Line
Advertising	Line 8
Car and Truck	Line 9
Contract Labor	Line 11
Insurance	Line 15
Legal and Professional	Line 17
Office Expense	Line 18
Rent or Lease	Line 20b
Travel	Line 24a
Meals (50% deductible)	Line 24b
Utilities	Line 25
Other Expenses	Line 27a
Local Transport	Line 24a

Privacy

All document processing happens locally on your machine using pdfplumber for PDF extraction. No data is sent to any external service. No cloud. No tracking. Just local file parsing that Claude can use.

Pricing

Available on MCPize:

• Starter ($29/mo) - 100 document parses/month
• Pro ($49/mo) - Unlimited parses, all tools

Or install from PyPI for free (self-hosted, no usage limits).

Requirements

• Python 3.10+
• Claude Desktop, Claude Code, or any MCP-compatible client

License

MIT