Quick Start
Crane Ledger is the underlying accounting system. Your AI tool — ChatGPT, Claude, Copilot, Gemini, Perplexity, Grok, Cursor, or anything else — is the generative UI. Connect once, then ask in natural language.
Prefer raw HTTP? Jump to Prefer raw API?.
Step 1: Create your account
Option A — Sign up in the browser
Visit craneledger.ai and choose any sign-in method:
- Continue with GitHub
- Continue with Google
- Continue with Apple
- Email me a sign-in link (passwordless; check your inbox)
Your first login creates a master organization with 500 free credits. You do not need a GitHub account.
Option B — Agent / API bootstrap (no browser)
curl -s https://api.craneledger.ai/accounts/master \
-H "Content-Type: application/json" \
-d '{"name":"My Business LLC","base_currency_code":"USD"}'
Save the returned api_key (ha_live_…) and organization_id immediately. The key is shown once.
Step 2: Connect the AI you already use
Pick your client and follow the short guide:
| Client | Guide |
|---|---|
| ChatGPT | Connect ChatGPT |
| Claude | Connect Claude |
| Claude Code | Connect Claude Code |
| GitHub Copilot | Connect GitHub Copilot |
| Microsoft 365 Copilot | Connect Microsoft 365 Copilot |
| Gemini | Connect Gemini |
| Perplexity | Connect Perplexity |
| Grok | Connect Grok |
| Cursor | Connect Cursor |
| Windsurf | Connect Windsurf |
| Mistral Le Chat | Connect Mistral |
| Other | Any MCP client |
MCP URL (all of them): https://api.craneledger.ai/mcp
- OAuth (recommended for ChatGPT / Claude / Perplexity / Grok): approve at
https://craneledger.ai/oauth/consent - API key (IDEs & CLIs):
Authorization: Bearer ha_live_…
Full matrix: Connect your AI.
Step 3: Ask it to do real work
Try prompts like:
- "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?"
Writes cost 1 credit ($0.01). Reads and reports are free. New orgs start with 500 credits — see Billing.
For human-in-the-loop writes, enable draft approval.
Prefer raw API?
Same ledger, no MCP required.
- Create or copy an API key from the dashboard (or from Step 1 Option B).
- Create a cash account:
curl -X POST "https://api.craneledger.ai/organizations/ORG_ID/accounts" \
-H "Authorization: Bearer ha_live_…" \
-H "Content-Type: application/json" \
-d '{"code":"1001","name":"Operating Cash","type":"asset"}'
- Continue with a balanced journal entry in Your First Transaction, or build agents against REST and the API Reference.
Agent onboarding path (register → credits → MCP): pricing.md and llms.txt.
Next steps
- Why Choose Crane Ledger?
- Core Concepts — organizations, double-entry, drafts
- MCP tool catalog
- Authentication
Troubleshooting
| Issue | What to try |
|---|---|
| Authentication failed | Re-run OAuth or check the Bearer key (live vs test) |
| Tools missing in chat | Enable the connector for that conversation; use Agent mode in IDEs |
| Insufficient credits | Check Billing; purchase credits or enable auto-recharge |
| Transaction does not balance | Debits must equal credits — see double-entry |
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.
- ✨ For LLMs/AI assistants: Read our structured API reference
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