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Connect your books to your AI assistant

Connect QuickBooks Online to RoboLedger, then add RoboLedger to Claude, ChatGPT, Cursor or VS Code as an MCP connector. What syncs, and how to add it.

RoboLedger keeps your QuickBooks books in a knowledge graph your AI assistant can read and work with. Getting there takes three steps: create a graph, connect QuickBooks, and add RoboLedger to the AI client you already use.

1. Create an account and a graph

Sign up at roboledger.ai. One account covers RoboSystems, RoboLedger and RoboInvestor.

Then create a graph with RoboLedger turned on. A graph is your company's own database: its books, reports, plans and documents live in it, and no other customer's data does. Create Graph in RoboLedger takes you to robosystems.ai, where you enter the company's details and choose a size: Standard is ready straight away, and Large and XLarge are set up on request. Only your organization's owners and admins can create a graph. If the page says graph creation requires approval, your account can't create one on its own yet. Get in touch and we'll set it up.

2. Connect QuickBooks

In RoboLedger, open Entity → Connections and connect QuickBooks Online. You sign in to Intuit and approve access. You need admin permissions in the QuickBooks company.

The first sync starts on its own and brings over your full history:

  • company information and your chart of accounts
  • customers, vendors and employees
  • invoices, bills, payments, purchases, deposits, sales receipts and journal entries

Large companies can take several minutes. The first sync also sets up your fiscal calendar and maps your chart of accounts to standard reporting concepts. That mapping is done by AI, and it's the one step here that uses credits. See What RoboLedger needs to work well.

After the first sync, RoboLedger syncs each connection on its own once a day. For anything more recent, press Sync Now on the QuickBooks card, or ask your assistant to sync. The card shows when the last sync ran.

Sync Now asks how far back to go. Last 60 days picks up recent changes. If something older changed in QuickBooks, choose From a specific date, or Full rebuild to pull your whole history again. Your assistant can sync from a date too. When a transaction RoboLedger already recorded has been edited, it's flagged for you to settle. See When QuickBooks changes after a sync.

RoboLedger reads companies that keep their books in US dollars. A company with transactions in other currencies can't sync yet.

3. Add RoboLedger to your AI client

Every client uses the same address:

https://api.robosystems.ai/v1/mcp

The first time a tool runs, you sign in to RoboSystems and choose which graph to connect. One connection is one graph. To work on another graph, such as the SEC filings for comparing against public companies, add a second connection for it. See Which address to use.

Claude (claude.ai and Claude Desktop): Customize → Connectors → Add → Add custom connector, and paste the address.

Claude Code: run this, then /mcp to sign in.

claude mcp add --transport http robosystems https://api.robosystems.ai/v1/mcp

ChatGPT: turn on developer mode in ChatGPT's settings, then create an app (ChatGPT has also called it a connector) and paste the address. Developer mode isn't available on every ChatGPT plan. A connection you add this way gets every RoboLedger tool. The RoboSystems plugin in ChatGPT's plugin directory reads SEC filings, so use a custom connector for your books.

Cursor, VS Code and other MCP clients: add the address to the client's MCP configuration. The client runs the sign-in for you.

"robosystems": { "url": "https://api.robosystems.ai/v1/mcp" }

Which address to use

RoboSystems answers on three addresses:

  • https://api.robosystems.ai/v1/mcp is the general address used above. At sign-in you choose any of your graphs, or the SEC filings if you subscribe to them.
  • https://api.robosystems.ai/v1/graphs/{graph_id}/mcp is one graph's own address, with that graph already chosen. The MCP page at robosystems.ai gives you the address for any graph. Use it to keep your books and the SEC filings connected side by side. The SEC filings are https://api.robosystems.ai/v1/graphs/sec/mcp.
  • https://api.robosystems.ai/v1/mcp/roboledger is RoboLedger's own address. At sign-in it shows only your ledgers, and it leaves out a few maintenance and administration tools, including filling in plan history, rebuilding a schedule, backups and choosing whether entries write back to QuickBooks. Use one of the other two when you need those.

If you're not sure, use the general address.

Nothing is written to QuickBooks by connecting, syncing or asking questions. See Nothing writes to QuickBooks until you post.

What to do next

Try asking

  • "Which graph are you connected to, and when did QuickBooks last sync?"
  • "Sync QuickBooks, then tell me what changed since last week."
  • "Show me last month's income statement."

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