Deepledger plugin agent

DeepLedger

AI staff accountant for QuickBooks

DeepLedger connects QuickBooks to Grok, ChatGPT, Claude and other AI agents, allowing businesses to record bills, invoices, payments, deposits, journal entries and other transactions, run financial reports, manage receivables and payables, and track month-end close using natural language.

This repository packages DeepLedger as a plugin for Claude Code, Cursor, Grok Build and Grok Bot. Install it, sign in with your DeepLedger account, and ask for bookkeeping in plain language. The agent works your QuickBooks company the way a staff accountant would: it looks up the payee, checks for duplicates, picks the right transaction type, records it, and hands anything it is not sure about to a human reviewer instead of guessing.

QuickBooks Online stays the ledger of record. DeepLedger holds the QuickBooks connection your company authorized through Intuit's own OAuth flow, so the plugin never sees Intuit credentials. One sign-in reaches every company you can open in the DeepLedger portal.

Who it is for

• Small business owners and founders who keep their own books in QuickBooks Online and want the routine entries, categorization and reports done for them.
• Bookkeepers and CPA firms managing many client companies. One connection switches between companies, every write follows the same protocol, and uncertain items land in a review queue with the agent's reasoning attached.
• Finance teams who want the month-end close, reconciliation prep and management reports drafted for review rather than built from scratch.

What it does

Area	What the agent does
Bank feed	Pulls unrecorded bank and card transactions, categorizes them from the payee's QuickBooks history, records the obvious ones and creates review tasks for the rest
Recording	Records payments, bills, invoices, customer payments, deposits, transfers, refunds, credits and journal entries with an ID lookup and a duplicate check before every write
Payables and receivables	Enters bills and pays them against outstanding balances, invoices customers and applies their payments, applies credits, reports aging
Reconciliation	Matches a bank or card statement to the ledger and prepares the reconciliation workbook and open items
Month-end close	Works the close checklist, drafts adjusting entries and the Close Sheet, and hands the package to a reviewer for sign-off
Reports and analysis	Runs P&L, balance sheet, aging and custom reports, compares periods and explains what moved
Audit preparation	Builds supporting schedules, an evidence index and a missing-document list
Memory	Keeps durable per-company knowledge (policies, recurring patterns, context) and applies reviewer corrections going forward
Human review	Anything uncertain becomes a task with the agent's reasoning; reviewer decisions are applied verbatim

How to use it

1. Connect QuickBooks at deepledger.ai: Settings, QuickBooks, Connect. Repeat for each company you manage.

2. Install the plugin in your host (below) and sign in when the browser opens.

3. Ask in plain language. The bookkeeping skill activates on any accounting request:

   Which QuickBooks company is active?
   Process the bank feed.
   Record: paid $500 to Office Depot for office supplies with the company credit card.
   Enter the Acme invoice for $2,400, net 30.
   Reconcile the operating account against the August statement.
   Generate a P&L for last month and compare it to the prior month.
   Close the books for June.
   

4. Review what it escalated. Open Tasks in the DeepLedger portal to approve, recategorize or dismiss items the agent was not sure about. Approved tasks are recorded on the next run.

The plugin itself is thin: a connector to DeepLedger's hosted MCP server and one skill. The skill does not carry procedures; it tells the agent which procedure to pull from the server's getGuide tool for each kind of request, so bookkeeping guidance updates on the server without a plugin release. There are no slash commands, agents, hooks or scripts.

Prerequisites

• A DeepLedger account with at least one QuickBooks Online company connected at deepledger.ai (Settings, QuickBooks, Connect)
• One of the hosts below

Install

Marketplace availability depends on each marketplace's review. Until a listing appears, use the local install for that host.

Claude Code

claude plugin marketplace add DeepLedger/deepledger-plugin
claude plugin install deepledger@deepledger-marketplace

Local development: claude --plugin-dir ./deepledger-plugin.

Cursor

Customize, Marketplace, search for DeepLedger, Add. Local install: clone this repository and symlink it into Cursor's local plugins folder, then reload Cursor.

git clone https://github.com/DeepLedger/deepledger-plugin.git
mkdir -p ~/.cursor/plugins/local
ln -s "$(pwd)/deepledger-plugin" ~/.cursor/plugins/local/deepledger

Grok Build

DeepLedger is listed in the xAI plugin marketplace as a remote source pinned to a commit of this repository. Inside Grok Build open the extensions modal with /plugins (or browse with /marketplace), select DeepLedger and install it. Grok Build reads the .grok-plugin/plugin.json manifest, the skill and .mcp.json directly. Enable and trust the plugin so Grok can connect to the bundled MCP server; the first DeepLedger tool call opens the browser sign-in, and /mcps shows the connection.

To test before marketplace approval, install a pinned revision straight from GitHub:

grok plugin install DeepLedger/deepledger-plugin@<full-commit-sha> --trust

Local development: grok --plugin-dir ./deepledger-plugin.

Grok Bot

Settings, Plugins, search for DeepLedger, Add, then complete the sign-in in your browser. Attach the plugin to a task with @ and ask which QuickBooks company is active before requesting accounting work.

Sign-in

On first use the host discovers the server's OAuth 2.1 endpoints (authorization code with PKCE, dynamic client registration) and opens a browser sign-in. Sign in with your DeepLedger account and the connection is authorized. DeepLedger personal API keys (dl_live_...) are also accepted as Bearer tokens for programmatic clients. The transport is Streamable HTTP at https://mcp.deepledger.ai/mcp.

Network access and credentials

The plugin ships no scripts, binaries, hooks or shell commands. Everything it does goes through the hosted MCP server. The one runtime exception is the attachment upload below, where the server returns a shell-quoted curl command for the agent to run. The only network endpoints it reaches are:

Endpoint	Purpose
https://mcp.deepledger.ai/mcp	MCP server (Streamable HTTP). All QuickBooks reads and writes, guides, tasks, memory, documents and reports.
https://mcp.deepledger.ai/.well-known/oauth-authorization-server, /oauth/register, /oauth/authorize, /oauth/token, /oauth/revoke	OAuth 2.1 discovery, dynamic client registration, authorization code with PKCE, token refresh and revocation.
https://deepledger.ai	Browser sign-in page opened by the host during authorization.
https://mcp.deepledger.ai/upload-to-qb	File attachment upload. documents (operation upload) returns a curl command the agent runs to send one user-chosen local file (10 MB limit) to this path with a one-time token; the server forwards it to QuickBooks. It downloads and executes nothing.

Credentials: a DeepLedger account (OAuth sign-in in the browser, scope quickbooks). The host stores the resulting token; the plugin never sees, stores or transmits Intuit credentials, and it reads no local files, environment variables or secrets. QuickBooks access is scoped to the companies the signed-in user can already open in the DeepLedger portal.

How the skill works

The bookkeeping skill activates on any accounting request. It confirms the active QuickBooks company, then calls the server's getGuide tool with the guide type that matches the request and follows the returned steps, safety checklist and common mistakes:

Request	getGuide type
Record a payment, bill, invoice, customer payment, refund, credit, deposit, transfer or journal entry; categorize bank feed items; AP and AR writes	transaction_recording
Close a month, adjusting entries, Close Sheet	month_end_closing
Reconcile a statement, explain a reconciliation difference	reconciliation
Report comparisons, ratios, trends, budget variances	financial_analysis
Audit or review support, evidence index, missing documents	audit_preparation
A tool failure the agent cannot resolve from the response	error_recovery (per tool and error code)

Master data, agent memory, review tasks, documents and custom reports follow their tool descriptions; any QuickBooks write still goes through the transaction_recording protocol.

What the connector provides

The .mcp.json connector points at DeepLedger's official hosted MCP server. It installs no local binary. The server exposes 26 tools; every one operates on the active QuickBooks company and names it in its result.

Tool	Capability
qbCompanyProfile	Show, list or switch the active QuickBooks company
qbMasterData	Look up, create or update accounts, vendors, customers, items, classes and tax codes
qbFetchTransactions	Fetch transactions for duplicate checks, payee history and outstanding bills or invoices
qbExpense	Record or update a purchase paid now (card, ACH, check, cash)
qbBill	Record or update a vendor bill to pay later
qbPayment	Apply a customer payment to outstanding invoices, or pay outstanding bills applying vendor credits
qbInvoice	Create or update a customer invoice
qbSalesReceipt	Record a sale paid on the spot, or refund a customer
qbDeposit	Record a bank deposit, batching held payments or direct income lines
qbTransfer	Move money between the company's own accounts
qbCredit	Record a vendor or customer credit
qbJournalEntry	Record a balanced journal entry
qbEstimate	Create, update or convert an estimate
qbRecurringTransaction	Manage recurring transaction templates
qbProject	List, create, update and close QuickBooks projects
qbCustomization	Manage custom field definitions and transaction dimensions
qbVoidTransaction	Void an invoice, sales receipt, refund receipt, payment or bill payment
qbSendEmail	Email a sales document to the customer through QuickBooks
qbReports	Run profit and loss, balance sheet, aging and other QuickBooks reports
getGuide	Load the current bookkeeping procedure or a per-tool error playbook
tasks	Review tasks shared between the agent and the human reviewer
agentMemory	Read and maintain durable per-company knowledge
bankFeed	Fetch unrecorded bank transactions and stamp them once recorded
documents	Read documents from DeepLedger storage or QuickBooks attachments, and upload a file to a QuickBooks record
customReports	Run saved report definitions by name
closeRun	Track the month-end close and its Close Sheet

Safety model

Every QuickBooks write follows the server's protocol, carried by the transaction_recording guide and the tool descriptions:

1. Lookup: qbMasterData resolves vendor, customer and account IDs.
2. Duplicate check: qbFetchTransactions verifies no duplicate exists.
3. Decide: the agent records when the payee, category, tool and amount are obvious from the evidence and it is confident; it creates a review task with specific reasoning only when something is genuinely uncertain. Reviewer decisions on tasks are applied verbatim.

Correctness guards do not yield to confidence: an outstanding bill or invoice dictates the tool, journal entries must balance, voids require a fetch-and-verify first, and there is no batch tool: every transaction is recorded individually so each write passes through the full protocol. Vendor and customer categorization is inferred from QuickBooks history at decision time, not from stored mappings, so a recategorization in QuickBooks takes effect on the next transaction.

Architecture

Plugin (this repo)
  skills/bookkeeping/SKILL.md  One skill: confirm company, pull the matching getGuide procedure, verify
  .grok-plugin/plugin.json     Grok Build manifest
  .claude-plugin/plugin.json   Claude Code manifest
  .mcp.json                    MCP connector for Claude Code and Grok Build
  .cursor-plugin/plugin.json   Cursor and Grok Bot manifest
  mcp.json                     MCP connector for Cursor
    | Streamable HTTP + OAuth 2.1
MCP server (hosted at https://mcp.deepledger.ai/mcp)
  26 tools (19 QuickBooks + 7 platform)
  getGuide procedures, tasks, memory, documents, bank feed, custom reports, close runs

Connecting QuickBooks

1. Log in to deepledger.ai
2. Open Settings, QuickBooks
3. Click Connect QuickBooks and authorize access
4. Once connected, the plugin can read and write to that company

Data handling and support

• Data returned by DeepLedger and QuickBooks is processed in your host session and is subject to the DeepLedger Terms and Privacy Policy.
• Writes go to a live QuickBooks Online company. Review the agent's proposed transaction before approving anything consequential; voids cannot be undone.
• Support: [email protected]. Plugin issues: GitHub issues.

Version and license

See CHANGELOG.md for release history. MIT License, see LICENSE.