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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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.
Finance work, where you think
The MCP standard means Light plugs into Claude on desktop, in Cowork, and anywhere else MCP runs.
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.
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 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.
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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.