Integration · Accounting

Connect Claude & ChatGPT to Bkper

Ask your AI about the books you keep in Bkper. It can list your books, search transactions with Bkper queries, and read account and group balances for a date range. It can also record draft transactions, post them, mark them as checked, and create or update accounts and groups, with your approval if you want it.

Connect Bkper free

Free plan, no credit card. Takes about a minute.

Try asking

“What is the balance of the Bank account at the end of last month?”
The AI finds the book, runs a balance query for that account and date range, and reports the result.
“Show me all transactions tagged #travel this quarter.”
It searches transactions in the book with a Bkper query for the hashtag and dates.
“Record a 450 payment from Bank to Office Supplies dated today.”
It creates a draft transaction with date, amount, description and the from and to accounts. It only affects balances once posted.

What your AI can do

Books and balances

List your books, read book settings, and get account and group balances with Bkper queries and date ranges.

Transactions

Search, count and read transactions, record drafts, post them, update them, mark them checked or move them to the trash.

Accounts and groups

List, create and update accounts and groups, see which accounts sit in a group, and use a book's saved queries.

“Post the draft transactions I just created.”
It posts each draft so the account balances are updated.
“Which accounts are in the Expenses group?”
It finds the group and lists the accounts that belong to it.
“Add an asset account called Petty Cash.”
It creates the account in the book with the type asset and any groups you name.

21 tools for Bkper

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

check_transactionDeletesMark a posted transaction as checked (reconciled) by book_id and transaction id.
count_transactionsCount the transactions in a book by book_id that match an optional Bkper query.
create_accountVisible to othersCreate an account in a book by book_id with a name and type (e.g. asset, liability, incoming or outgoing) and optional groups.
create_groupVisible to othersCreate an account group in a book by book_id with a name and optional parent group.
create_transactionVisible to othersRecord a transaction in a book by book_id with date, amount, description and the credit (from) and debit (to) accounts. It is created as a draft unless posted.
get_accountGet one account in a book by book_id and account_id (or account name).
get_balancesGet account and group balances in a book by book_id, using a Bkper query such as an account or group name with a date range.
get_bookGet one book by book_id, with its settings such as currency decimals, date pattern and time zone; optionally load its accounts and groups.
get_current_userGet the signed-in Bkper user's details. Use to confirm which account you are working in.
get_groupGet one account group in a book by book_id and group_id.
get_transactionGet one transaction in a book by book_id and transaction id.
list_accountsList all accounts in a book by book_id.
list_booksList the books (ledgers) you have access to, optionally filtered with a query. Use this to find a book_id.
list_group_accountsList the accounts that belong to a group by book_id and group_id.
list_groupsList the account groups in a book by book_id.
list_saved_queriesList the saved queries of a book by book_id, useful as ready-made searches for transactions and balances.
post_transactionDeletesPost a draft transaction by book_id and transaction id so it updates account balances.
search_transactionsSearch transactions in a book by book_id with a Bkper query (accounts, dates, amounts, hashtags or text), with a result limit.
trash_transactionDeletesMove a transaction to the trash by book_id and transaction id, removing it from balances. It can be restored from the trash in Bkper.
update_accountDeletesUpdate an account in a book by book_id, passing the account id with its new name, type, groups or properties.
update_transactionDeletesUpdate a transaction in a book by book_id, passing the transaction id with its new date, amount, description or accounts.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Bkper from the app list.
2
Paste your key
Bkper signs in with your Google account, so you create your own Google OAuth app and sign in once. In the Google Cloud console create a project, set up the OAuth consent screen, then go to Credentials > Create credentials > OAuth client ID (Web application). Add https://pipmcp.com/oauth/callback as an authorized redirect URI, paste the client ID and secret into PipMCP, and connect with the Google account you use in Bkper.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Bkper?

The AI can list your books and read accounts, groups, transactions, saved queries and balances. It can search and count transactions with Bkper queries. It can create accounts, groups and draft transactions, post and update transactions, mark them checked, update accounts and move transactions to the trash.

Does the AI see my Bkper credentials?

No. Your Google OAuth client ID and secret and the sign-in tokens are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Posting, updating, checking and trashing transactions change your balances or records, and each can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Bkper connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Bkper account.

Why do I need a Google OAuth app?

Bkper uses Google sign-in, so access goes through an OAuth app in your own Google Cloud project. You create the OAuth client ID once, add the PipMCP redirect URI, and sign in with the Google account you use in Bkper. PipMCP then gets access to the books that account can open.