MCP Server: Connect AI Assistants to DualEntry

DualEntry provides a Model Context Protocol (MCP) server: a standardized interface that lets any compatible AI assistant or agent access your accounting data securely. Connect an MCP-compatible client and ask questions about your records, accounts, vendors, and customers in natural language. The server is remote and hosted by DualEntry. You do not install anything locally. Point your client at one URL and sign in with your DualEntry credentials.

Property	Value
Server URL	`https://api.dualentry.com/mcp/`
Transport	Streamable HTTP
Authentication	OAuth 2.1 (browser sign-in, no API keys)

Your MCP permissions match your DualEntry role. If you cannot see something in the dashboard, you cannot see it through MCP either.

Add to Cursor

Select the button below to install the DualEntry MCP server in Cursor with one click. Cursor opens an install prompt, then a browser window to sign in with your DualEntry credentials.

If the button does not open Cursor, make sure Cursor is installed and up to date, then use the Cursor tab below to add the server manually.

Client setup

Pick your client below. Each tab includes a copy-paste-ready configuration. Every client connects to the same server URL and uses the same browser-based sign-in.

One-click: use the Add to Cursor button above.Manual: open Cursor Settings > MCP > Add new MCP server, or add the server to your mcp.json file:

{
  "mcpServers": {
    "dualentry": {
      "url": "https://api.dualentry.com/mcp/"
    }
  }
}

After saving, Cursor opens a browser window to sign in with your DualEntry credentials.

Open claude.ai and go to Settings > Connectors.
Select Add custom connector.
Enter the URL: https://api.dualentry.com/mcp/
Select Add.
Complete the authentication prompt in your browser.

Custom connectors require a Claude Pro, Max, Team, or Enterprise plan. On Team and Enterprise plans, only workspace Owners can add connectors (via Organization Settings > Connectors). Members can then enable and authenticate with connectors that an Owner has added.

Add the server from your terminal:

claude mcp add --transport http dualentry https://api.dualentry.com/mcp/

The first time you use a DualEntry tool, Claude Code opens a browser window for sign-in.

VS Code (with GitHub Copilot) supports remote MCP servers. Add the server to your .vscode/mcp.json file:

{
  "servers": {
    "dualentry": {
      "type": "http",
      "url": "https://api.dualentry.com/mcp/"
    }
  }
}

Reload the window, then start the server from the MCP: List Servers command. VS Code opens a browser window to authenticate.

Connect the server from the Codex CLI:

codex --mcp-server https://api.dualentry.com/mcp/

Codex opens a browser window for sign-in on first connection.

Any MCP client that supports Streamable HTTP transport and OAuth 2.1 can connect using the server URL:

https://api.dualentry.com/mcp/

Refer to your client’s documentation for how to add a remote MCP server. When you connect for the first time, your client opens a browser window for you to sign in with your DualEntry credentials.

Authentication

No API keys are needed. You sign in with the same DualEntry credentials you use for the dashboard.

On first connection, your MCP client opens a browser for login.
Sessions refresh automatically.
Your permissions match your DualEntry role. If you cannot see something in the dashboard, you cannot see it through MCP either.

Available tools

The server exposes 15 tools. They respect your organization’s permissions and company-level access restrictions, so a tool returns only what your role can already see in the dashboard.

Finding records

Tool	Description
`search_records`	Search accounting records with filters (type, vendor or customer name, date range, amount range). Paginates with `offset` and `limit`, and returns `total_available` and `returned_count` so you can page reliably.
`get_record_detail`	Full detail for a record by its `transaction_id`.
`get_record_by_number`	Look up a record by number, for example `JE-123`, `BI-456`, or `IN-789`.
`get_record_history`	The audit trail for a record.
`get_related_records`	Records related to a given record, such as payments against an invoice.

search_records returns a transaction_id on every result, and that is the identifier the detail, history, and related-records tools expect.

Entities and companies

Tool	Description
`search_entities`	Search vendors, customers, accounts, companies, items, classifications, and terms by name. Returns ID, name, and type-specific fields such as account number, currency, or email.
`list_companies`	List the companies in the organization you can access.
`save_entity`	Create an entity.

Writing records

Tool	Description
`save_record`	Create an accounting record.

Revenue recognition

Tool	Description
`get_contract_detail`	Full detail for a revenue recognition contract, including its schedule and related invoices.
`preview_contract_schedule`	Compute the recognition schedule a contract payload would produce, without creating anything.
`create_contract`	Create a revenue recognition contract.

Preview before you create. preview_contract_schedule takes the same payload as create_contract, so you can confirm the schedule matches what was intended before committing a contract that will drive recognition for its whole term.

Fixed assets

Tool	Description
`preview_fixed_asset_schedule`	Compute the depreciation schedule a fixed asset payload would produce, without creating anything.
`create_fixed_asset`	Create a fixed asset.

The same preview-then-create pattern applies, which matters more here than elsewhere because a depreciation schedule is tedious to correct once entries have posted against it.

Bank matching

Tool	Description
`list_bank_match_suggestions`	Retrieve suggested matches for bank statement lines.

Example conversations

Once connected, you can ask your AI assistant questions like:

“Show me all invoices from last month over $5,000”
“Look up journal entry JE-412 and show me its line items”
“What payments are linked to invoice IN-1089?”
“Search for vendors matching ‘Acme’”
“Create a bill for vendor Acme Corp, $500 for office supplies”

Permissions

MCP access is governed by your DualEntry role. Tools check permissions before returning data:

Permission Required	Tools
Transactions	`search_records`, `get_record_detail`, `get_record_by_number`, `get_record_history`, `get_related_records`, `get_record_schema`, `list_supported_transactions`
Record Creation	`create_draft_record`, `validate_record`, `save_record` (per record type)
Chart of Accounts	`search_entities` (account)
Companies	`search_entities` (company)
Customers	`search_entities` (customer)
Vendors	`search_entities` (vendor)
Items	`search_entities` (item)
Classifications	`search_entities` (classification)
Terms	`search_entities` (term)
Entity Creation	`create_draft_entity`, `save_entity` (per entity type)

If you lack a required permission, the tool returns a “Permission denied” message.

Troubleshooting

General

Issue	Solution
”Permission denied” on a tool	Your DualEntry role does not include the required permission. Ask your administrator to update your access.
Stale data after permission change	Sign out and back in to apply changes immediately.

Cursor

Issue	Solution
”Add to Cursor” button does nothing	Confirm Cursor is installed and up to date, then add the server manually using the Cursor tab.
Server shows as disconnected	Open Cursor Settings > MCP and toggle the server off and on to retrigger the browser sign-in.

Claude

Issue	Solution
Connector not available	Custom connectors require a Claude Pro, Max, Team, or Enterprise plan. On Team/Enterprise plans, only Owners can add connectors.

Custom MCP clients

These issues apply when connecting via third-party clients that use OAuth 2.1 to authenticate with the MCP server.

Issue	Solution
Login window does not appear	Your client must support OAuth 2.1-based MCP servers. Update to the latest version and verify OAuth support in your client’s documentation.
Connection timeout	Verify the MCP URL (`https://api.dualentry.com/mcp/`) is correct and that you can reach `api.dualentry.com` from your network.

Authentication: how DualEntry secures API and MCP access.
DualEntry Public API: the REST API behind the same accounting data.

Developer Guide

V2 (latest)

V1

Release Notes & Changelog

MCP Server: Connect AI Assistants to DualEntry

Add to Cursor

Client setup

Authentication

Available tools

Finding records

Entities and companies

Writing records

Revenue recognition

Fixed assets

Bank matching

Example conversations

Permissions

Troubleshooting

General

Cursor

Claude

Custom MCP clients

​Add to Cursor

​Client setup

​Authentication

​Available tools

​Finding records

​Entities and companies

​Writing records

​Revenue recognition

​Fixed assets

​Bank matching

​Example conversations

​Permissions

​Troubleshooting

​General

​Cursor

​Claude

​Custom MCP clients

​Related

Add to Cursor

Client setup

Authentication

Available tools

Finding records

Entities and companies

Writing records

Revenue recognition

Fixed assets

Bank matching

Example conversations

Permissions

Troubleshooting

General

Cursor

Claude

Custom MCP clients

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