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.

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Ask anything

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

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.

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.

A Claude conversation answering a cash-position question with a table of entities and balances from Light
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.

Claude's extensions settings showing the Light MCP installed

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

Start with the CFO agent library

A ready-made squad of Claude agents and workflows, built for the Light MCP. Drop them into Claude Code and run finance operations against your live books, with a human gate on every write. Free and MIT-licensed.

11 agents

Month-end close

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

Reconciliation

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

AP clerk

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

Audit

Continuous ledger-integrity sweeps.

Finance critic

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

Bad cop

Spend-policy enforcement with human-gated levers.

Policy analyst

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

FP&A

Variance analysis, narrative first.

Cash & runway

13-week cash and scenario runway.

Pricing

Billing integrity. Leakage, drift, and renewals.

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 smart financial platform.

100x faster

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

Integrated ledger

Single source of truth for all your global finance data.

AI native

Let Light streamline finance and deliver effortless insights.

Automated

Slash 80% of manual finance tasks.

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.

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