Connect Perplexity to Crane Ledger

Perplexity can call Crane Ledger tools through a custom remote connector (MCP). Available on Pro, Max, and Enterprise plans.

Prerequisites

  1. Perplexity Pro, Max, or Enterprise (custom connectors).
  2. A Crane Ledger account — OAuth recommended; API key as fallback.
  3. On organization plans, an admin may need to allow custom connectors.

MCP endpoint

SettingValue
URLhttps://api.craneledger.ai/mcp
TransportStreamable HTTP
Auth (OAuth)Sign in at consent UI — no key in the client
Auth (API key)Authorization: Bearer ha_live_…
Consenthttps://craneledger.ai/oauth/consent

Organization scope comes from your OAuth token or API key — you do not pass organization_id separately.

Scopes: ledger:read, ledger:write, and optionally ledger:admin.

See Authentication and MCP tools.

Connect via OAuth (recommended)

  1. Open Account Settings → Connectors (or + Custom connector).
  2. Choose a remote connector.
  3. Name: Crane Ledger.
  4. URL: https://api.craneledger.ai/mcp.
  5. Transport: Streamable HTTP (if shown).
  6. Auth: OAuth 2.0.
  7. Acknowledge any risk prompts and add the connector.
  8. Complete sign-in at https://craneledger.ai/oauth/consent, pick an organization, and approve scopes.
  9. In a thread, enable the connector so Perplexity can call tools.

Connect via API key

Same flow, but choose API Key auth and supply:

Authorization: Bearer ha_live_…

(or paste the key if the UI has a dedicated API key field).

Example prompts

Once connected, try:

  • "Set up a basic chart of accounts for a small service business"
  • "Create an invoice for $2,500 to Acme Corp for consulting"
  • "What's our cash position right now?"
  • "Show me profit and loss for last quarter"
  • "How many credits do I have left?"

Troubleshooting

IssueWhat to try
Connector option missingConfirm plan; ask org admin to enable custom connectors
Registration / metadata errorsUse the public HTTPS MCP URL; prefer OAuth discovery
No tool calls in-threadManually enable the connector for that conversation
401Re-run OAuth or rotate the API key

Related

Need help?

Create a free account (GitHub, Google, Apple, or email) to access our support portal. Once signed in, use the Support tab in your dashboard to submit a support ticket — no GitHub account required. Our team typically responds within 24 hours.