New KPMG Agentic ERP, now available with KPMG in 140+ countries Read the announcement

Claude MCP

Your ledger, in Claude

Light's MCP server connects Claude directly to your books. Ask about balances, run reports, search transactions, manage bills and approvals — in plain language, with Light's permissions and audit trail underneath.

  1. 01

    Ask anything

    Query accounts, journal entries, invoices, vendors, and card transactions conversationally — answers come from the live ledger, not an export.

  2. 02

    Act, don't just ask

    Create journal entries, approve tasks, update bills, and trigger workflows from the conversation, governed by the same roles and controls as the app.

  3. 03

    Your policies apply

    Every action runs through Light's permissions, approval workflows, and audit trail — AI convenience without control gaps.

Hands typing on a laptop while a colleague passes behind
A desk by a window with Claude open on the laptop

Finance work, where you think

The MCP standard means Light plugs into Claude on desktop, in Cowork, and anywhere else MCP runs.

Full platform surface

Reports, reconciliation, purchase requests, customer and vendor management, tax codes, policies — the MCP exposes the platform's real capabilities, not a read-only shadow of them.

Skills & playbooks

Teach it your company's playbooks: reusable skills and instructions live in Light, so every conversation follows your close checklist, your policies, your naming — not generic AI guesses.

Works alongside the Slack and Teams plugins — same agents, same ledger, different surface.

Start with the
CFO agent packs

Ready-made squads of Claude agents and workflows. The Light CFO agent pack below is built for the Light MCP — drop it into Claude Code and run finance operations against your live books, with a human gate on every write. There's also a vendor-agnostic General CFO agent pack that works from plain accounting exports. Both free and MIT-licensed.

11 agents

  1. 01

    Month-end close

    The close conductor. Drafts journal entries and owns the post-queue.

  2. 02

    Reconciliation

    Bank, subledger, clearing, and intercompany tie-outs.

  3. 03

    AP clerk

    Bill triage, duplicate detection, PO matching, payment readiness.

  4. 04

    Audit

    Continuous ledger-integrity sweeps.

  5. 05

    Finance critic

    An adversarial gate that re-derives the numbers before anything ships.

  6. 06

    Bad cop

    Spend-policy enforcement with human-gated levers.

  7. 07

    Policy analyst

    The rules layer. Citations, rule digests, and amendment drafts.

  8. 08

    FP&A

    Variance analysis, narrative first.

  9. 09

    Cash & runway

    13-week cash and scenario runway.

  10. 10

    Pricing

    Billing integrity. Leakage, drift, and renewals.

  11. 11

    Board reporting

    The board pack, with every figure traced.

4 workflows

  • Close the books

    Monthly close, end to end.

  • Spend police

    Weekly governance sweep.

  • Board pack

    Monthly board-pack pipeline.

  • CFO daily

    The five-minute morning brief.

Includes a README and a START_HERE onboarding prompt. Get the full team running in about 10 minutes.

Unify your
financial data

The Light MCP is amplified by the Light platform. Experience the agentic ERP.

100x faster

A powerhouse for processing data. Up to 100x faster than NetSuite.

Automated

Slash 80% of manual finance tasks.

Integrated ledger

Single source of truth for all your global finance data.

AI native

Let Light streamline finance and deliver effortless insights.

Real-time reporting

Quickly build any report, iterate on it together, and engage everyone.

Advanced auditing

Track every interaction, every document, every detail all in one place.