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

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:

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