> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart: DualEntry MCP Server

> Connect Claude, Cursor, or any MCP-compatible AI client to the hosted DualEntry MCP server and query your live accounting data in under five minutes.

Connect an MCP-compatible AI client to DualEntry and ask it a real question about your accounting data. By the end, your assistant will be able to look up records on your behalf.

The server is remote and hosted by DualEntry. You don't install anything locally, and there are no API keys to manage: 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) |

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

## Add to Cursor

Choose 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.

<a href="cursor://anysphere.cursor-deeplink/mcp/install?name=dualentry&config=eyJ1cmwiOiJodHRwczovL2FwaS5kdWFsZW50cnkuY29tL21jcC8ifQ==">
  <img src="https://cursor.com/deeplink/mcp-install-dark.svg" alt="Add DualEntry MCP server to Cursor" height="32" />
</a>

If the button does not open Cursor, make sure Cursor is installed and up to date, then use the [Cursor](#connect-your-client) tab below to add the server manually.

## Connect your client

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.

<Tabs>
  <Tab title="Cursor">
    **One-click:** use the [Add to Cursor](#add-to-cursor) button above.

    **Manual:** open **Cursor Settings > MCP > Add new MCP server**, or add the server to your `mcp.json` file:

    ```json theme={null}
    {
      "mcpServers": {
        "dualentry": {
          "url": "https://api.dualentry.com/mcp/"
        }
      }
    }
    ```

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

  <Tab title="Claude.ai">
    Custom connectors require a Claude Pro, Max, Team, or Enterprise plan. On Team and Enterprise plans, only workspace Owners can add connectors; members can then enable and authenticate with connectors an Owner has already added.

    1. Open [claude.ai](https://claude.ai) and go to **Settings > Connectors** (Owners on Team/Enterprise plans use **Organization Settings > Connectors** instead).
    2. Choose **Add custom connector**.
    3. Enter the URL: `https://api.dualentry.com/mcp/`
    4. Choose **Add**.
    5. Complete the authentication prompt in your browser.
  </Tab>

  <Tab title="Claude Code">
    Add the server from your terminal:

    ```bash theme={null}
    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.
  </Tab>

  <Tab title="VS Code">
    VS Code (with GitHub Copilot) supports remote MCP servers. Add the server to your `.vscode/mcp.json` file:

    ```json theme={null}
    {
      "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.
  </Tab>

  <Tab title="OpenAI Codex">
    Connect the server from the Codex CLI:

    ```bash theme={null}
    codex --mcp-server https://api.dualentry.com/mcp/
    ```

    Codex opens a browser window for sign-in on first connection.
  </Tab>

  <Tab title="Other clients">
    Any MCP client that supports Streamable HTTP transport and OAuth 2.1 can connect using the server URL:

    ```text theme={null}
    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.
  </Tab>
</Tabs>

## Confirm it worked

Ask your assistant a question that requires live data, for example:

> *"Show me all invoices from last month over \$5,000"*

A working connection returns real results from your organization. If your assistant says it has no access to DualEntry, revisit the [client setup](#connect-your-client) step above for your specific client.

<Warning>
  If your assistant responds but says access is denied, your DualEntry role is missing a required permission rather than the connection being broken. See [Permissions](./mcp-integration#permissions).
</Warning>

## Next steps

* **[MCP Integration](./mcp-integration)**: the full tool catalog, permissions by tool, and troubleshooting.
* **[Authentication](./authentication)**: how DualEntry secures API and MCP access.
* **[DualEntry Public API](./index)**: the REST API behind the same accounting data.