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:

ClientGuide
ChatGPTConnect ChatGPT
ClaudeConnect Claude
Claude CodeConnect Claude Code
GitHub CopilotConnect GitHub Copilot
Microsoft 365 CopilotConnect Microsoft 365 Copilot
GeminiConnect Gemini
PerplexityConnect Perplexity
GrokConnect Grok
CursorConnect Cursor
WindsurfConnect Windsurf
Mistral Le ChatConnect Mistral
OtherAny 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.

  1. Create or copy an API key from the dashboard (or from Step 1 Option B).
  2. 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"}'
  1. 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

Troubleshooting

IssueWhat to try
Authentication failedRe-run OAuth or check the Bearer key (live vs test)
Tools missing in chatEnable the connector for that conversation; use Agent mode in IDEs
Insufficient creditsCheck Billing; purchase credits or enable auto-recharge
Transaction does not balanceDebits 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.