Codex
Keep your financial context next to your next commit.
Configure CodexIt already knows your codebase.
Now give it a window into your books.
A dedicated setup for your client. One shared set of tools.
Choose where you want the conversation to happen.
Keep your financial context next to your next commit.
Configure CodexAsk about the business from the terminal you already use.
Configure Claude CodeTrace expenses without losing your place in the editor.
Configure CursorGive agent mode access to your accounts and reports.
Configure VS CodeBring the numbers into your Cascade workflow.
Configure Windsurf / CascadeA terminal conversation, grounded in your own books.
Configure Gemini CLIUse the standard stdio transport in compatible clients.
Configure Other MCP clientsThese are configuration profiles for clients that support local stdio MCP. Availability and approval controls depend on your installed client version. The bridge includes protocol integration tests; your own API and session are verified by the local connection check.
Let your agent follow the records behind the answer. Use an explicit date range and keep report readiness in the conversation.
Set up your connectionyour-agent / boolance{
"report": "profit_and_loss",
"from": "2026-09-01",
"to": "2026-09-30"
}The API returns your report, company currency, reporting range, and readiness status for the agent to explain.
Install locally. Sign in privately. Verify the connection.
Set up Boolance MCP