App
LedgerBox integrations
Connect LedgerBox to any other app, or use it from your AI client over MCP. LedgerBox is a tool to extract data from financial documents with AI
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want to automate with LedgerBox?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Popular
LedgerBox with the apps people pair it with most
HubSpot to LedgerBoxHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to LedgerBoxSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to LedgerBoxSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to LedgerBoxGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to LedgerBoxGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to LedgerBoxGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to LedgerBoxGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to LedgerBoxMailchimp marketing automation and email platform.
Pair it
Connect LedgerBox with another app
HubSpot to LedgerBox
Salesforce to LedgerBox
Slack to LedgerBox
Google Sheets to LedgerBox
Gmail to LedgerBox
Google Calendar to LedgerBox
Google Drive to LedgerBox
Mailchimp to LedgerBox
Stripe to LedgerBox
Shopify to LedgerBox
QuickBooks Online to LedgerBox
Pipedrive to LedgerBox
ActiveCampaign to LedgerBox
Notion to LedgerBox
Airtable to LedgerBox
Trello to LedgerBox
Asana to LedgerBox
JIRA to LedgerBox
ClickUp to LedgerBox
Zoom to LedgerBox
Discord to LedgerBox
Twilio to LedgerBox
SendGrid to LedgerBox
Outlook to LedgerBox
Intercom to LedgerBox
Freshdesk to LedgerBox
Klaviyo to LedgerBox
Brevo to LedgerBox
Typeform to LedgerBox
JotForm to LedgerBox
Calendly to LedgerBox
PandaDoc to LedgerBox
Webflow to LedgerBox
Wix to LedgerBox
Instagram to LedgerBox
OpenAI to LedgerBox
OneDrive to LedgerBox
Google Docs to LedgerBox
Ontraport to LedgerBox
Freshworks CRM to LedgerBox
GoHighLevel to LedgerBox
Capsule CRM to LedgerBox
Copper to LedgerBox
Streak to LedgerBox
NetHunt CRM to LedgerBox
MINDBODY to LedgerBox
PostgreSQL to LedgerBox
MySQL to LedgerBox
Vercel to LedgerBox
PagerDuty to LedgerBox
Gravity Forms to LedgerBox
HubSpot Enterprise to LedgerBox
Google Forms to LedgerBox
Facebook Lead Ads to LedgerBox
monday.com to LedgerBox
Google Ads to LedgerBox
Google Tasks to LedgerBox
Telegram to LedgerBox
MailerLite to LedgerBox
Google Contacts to LedgerBox
No app matches that. Ask your agent for it anyway: point it at the API documentation and it builds the connector.
What your agent can do with LedgerBox
Triggers and actions 4 actions
- ActionDelete document
Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately.
- ActionFind documents by search text
Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type.
- ActionGet Job Results
Retrieves the extracted records (the processing results) of a document LedgerBox has processed.
- ActionUpload File
Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Reviews
What our customers say
Questions
LedgerBox, answered
Is there a LedgerBox MCP server?
APIANT's MCP server at https://mcp.apiant.ai works with LedgerBox. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run LedgerBox actions on demand, or have APIANT build, test and run automations that use LedgerBox. Nothing to install.
What can your agent do in LedgerBox?
Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships.
Can I use LedgerBox directly from Claude, ChatGPT or Cursor?
Yes. Connect your AI client to APIANT once and it works with LedgerBox two ways. Ask it to do something in LedgerBox once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.
Do I need to write code against the LedgerBox API?
No. APIANT connects to the LedgerBox API for you, with your LedgerBox API key. Describe what you want in plain language and your agent builds it on the LedgerBox triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the LedgerBox API documentation and adds it.
Which apps can LedgerBox connect to?
Any app in the catalog; the list on this page pairs LedgerBox with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.