<!DOCTYPE html><html class="default" lang="en" data-base="./"><head><meta charset="utf-8"/><meta http-equiv="x-ua-compatible" content="IE=edge"/><title>@lerianstudio/lerian-mcp-server</title><meta name="description" content="Documentation for @lerianstudio/lerian-mcp-server"/><meta name="viewport" content="width=device-width, initial-scale=1"/><link rel="stylesheet" href="assets/style.css"/><link rel="stylesheet" href="assets/highlight.css"/><script defer src="assets/main.js"></script><script async src="assets/icons.js" id="tsd-icons-script"></script><script async src="assets/search.js" id="tsd-search-script"></script><script async src="assets/navigation.js" id="tsd-nav-script"></script></head><body><script>document.documentElement.dataset.theme = localStorage.getItem("tsd-theme") || "os";document.body.style.display="none";setTimeout(() => window.app?app.showPage():document.body.style.removeProperty("display"),500)</script><header class="tsd-page-toolbar"><div class="tsd-toolbar-contents container"><a href="index.html" class="title">@lerianstudio/lerian-mcp-server</a><div id="tsd-toolbar-links"></div><button id="tsd-search-trigger" class="tsd-widget" aria-label="Search"><svg width="16" height="16" viewBox="0 0 16 16" fill="none" aria-hidden="true"><use href="assets/icons.svg#icon-search"></use></svg></button><dialog id="tsd-search" aria-label="Search"><input role="combobox" id="tsd-search-input" aria-controls="tsd-search-results" aria-autocomplete="list" aria-expanded="true" autocapitalize="off" autocomplete="off" placeholder="Search the docs" maxLength="100"/><ul role="listbox" id="tsd-search-results"></ul><div id="tsd-search-status" aria-live="polite" aria-atomic="true"><div>Preparing search index...</div></div></dialog><a href="#" class="tsd-widget menu" id="tsd-toolbar-menu-trigger" data-toggle="menu" aria-label="Menu"><svg width="16" height="16" viewBox="0 0 16 16" fill="none" aria-hidden="true"><use href="assets/icons.svg#icon-menu"></use></svg></a></div></header><div class="container container-main"><div class="col-content"><div class="tsd-page-title"><h1>@lerianstudio/lerian-mcp-server</h1></div><div class="tsd-panel tsd-typography"><h1 id="lerian-mcp-server" class="tsd-anchor-link">Lerian MCP Server<a href="#lerian-mcp-server" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h1><p>Give your AI assistant instant access to Lerian documentation and APIs! This plugin connects Claude, ChatGPT, and other AI assistants to the Lerian financial system, so you can get help with integration, APIs, and troubleshooting directly in your conversations.</p>
<blockquote>
<p><strong>🔄 Migration Notice:</strong> This package was previously known as <code>@lerianstudio/midaz-mcp-server</code>. Both package names work for backward compatibility, but we recommend migrating to the new <code>@lerianstudio/lerian-mcp-server</code> package name.</p>
</blockquote>
<h2 id="⚡-5-minute-setup" class="tsd-anchor-link">⚡ 5-Minute Setup<a href="#⚡-5-minute-setup" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h2><p><strong>Step 1:</strong> Choose your AI assistant
<strong>Step 2:</strong> Copy the configuration below<br>
<strong>Step 3:</strong> Restart your AI app
<strong>Step 4:</strong> Start asking questions about Lerian!</p>
<h3 id="🖥️-claude-desktop" class="tsd-anchor-link">🖥️ Claude Desktop<a href="#🖥️-claude-desktop" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><p><strong>Location:</strong> <code>~/Library/Application Support/Claude/claude_desktop_config.json</code> (macOS) or <code>%APPDATA%\Claude\claude_desktop_config.json</code> (Windows)</p>
<pre><code class="json"><span class="hl-0">{</span><br/><span class="hl-0"> </span><span class="hl-1">"mcpServers"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"lerian"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"command"</span><span class="hl-0">: </span><span class="hl-2">"npx"</span><span class="hl-0">,</span><br/><span class="hl-0"> </span><span class="hl-1">"args"</span><span class="hl-0">: [</span><span class="hl-2">"@lerianstudio/lerian-mcp-server@latest"</span><span class="hl-0">]</span><br/><span class="hl-0"> }</span><br/><span class="hl-0"> }</span><br/><span class="hl-0">}</span>
</code><button type="button">Copy</button></pre>
<details>
<summary>🔄 <strong>Backward Compatibility</strong> (click to expand)</summary>
<pre><code class="json"><span class="hl-0">{</span><br/><span class="hl-0"> </span><span class="hl-1">"mcpServers"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"midaz"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"command"</span><span class="hl-0">: </span><span class="hl-2">"npx"</span><span class="hl-0">,</span><br/><span class="hl-0"> </span><span class="hl-1">"args"</span><span class="hl-0">: [</span><span class="hl-2">"@lerianstudio/midaz-mcp-server@latest"</span><span class="hl-0">]</span><br/><span class="hl-0"> }</span><br/><span class="hl-0"> }</span><br/><span class="hl-0">}</span>
</code><button type="button">Copy</button></pre>
<p><em>The old package name still works but is deprecated. Please migrate to <code>@lerianstudio/lerian-mcp-server</code>.</em></p>
</details>
<h3 id="🖥️-claude-code-command-line" class="tsd-anchor-link">🖥️ Claude Code (Command Line)<a href="#🖥️-claude-code-command-line" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><pre><code class="bash"><span class="hl-3"># Install once (new package)</span><br/><span class="hl-4">npm</span><span class="hl-0"> </span><span class="hl-2">install</span><span class="hl-0"> </span><span class="hl-5">-g</span><span class="hl-0"> </span><span class="hl-2">@lerianstudio/lerian-mcp-server</span><br/><br/><span class="hl-3"># Add to Claude Code</span><br/><span class="hl-4">claude</span><span class="hl-0"> </span><span class="hl-2">mcp</span><span class="hl-0"> </span><span class="hl-2">add</span><span class="hl-0"> </span><span class="hl-2">lerian</span><span class="hl-0"> </span><span class="hl-2">"lerian-mcp-server"</span>
</code><button type="button">Copy</button></pre>
<details>
<summary>🔄 <strong>Migration from old package</strong> (click to expand)</summary>
<pre><code class="bash"><span class="hl-3"># Remove old package</span><br/><span class="hl-4">npm</span><span class="hl-0"> </span><span class="hl-2">uninstall</span><span class="hl-0"> </span><span class="hl-5">-g</span><span class="hl-0"> </span><span class="hl-2">@lerianstudio/midaz-mcp-server</span><br/><br/><span class="hl-3"># Install new package</span><br/><span class="hl-4">npm</span><span class="hl-0"> </span><span class="hl-2">install</span><span class="hl-0"> </span><span class="hl-5">-g</span><span class="hl-0"> </span><span class="hl-2">@lerianstudio/lerian-mcp-server</span><br/><br/><span class="hl-3"># Update Claude Code</span><br/><span class="hl-4">claude</span><span class="hl-0"> </span><span class="hl-2">mcp</span><span class="hl-0"> </span><span class="hl-2">remove</span><span class="hl-0"> </span><span class="hl-2">midaz</span><br/><span class="hl-4">claude</span><span class="hl-0"> </span><span class="hl-2">mcp</span><span class="hl-0"> </span><span class="hl-2">add</span><span class="hl-0"> </span><span class="hl-2">lerian</span><span class="hl-0"> </span><span class="hl-2">"lerian-mcp-server"</span>
</code><button type="button">Copy</button></pre>
</details>
<h3 id="💬-chatgpt-desktop" class="tsd-anchor-link">💬 ChatGPT Desktop<a href="#💬-chatgpt-desktop" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><p>Add to your ChatGPT Desktop MCP configuration file:</p>
<pre><code class="json"><span class="hl-0">{</span><br/><span class="hl-0"> </span><span class="hl-1">"mcpServers"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"lerian"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"command"</span><span class="hl-0">: </span><span class="hl-2">"npx"</span><span class="hl-0">,</span><br/><span class="hl-0"> </span><span class="hl-1">"args"</span><span class="hl-0">: [</span><span class="hl-2">"@lerianstudio/lerian-mcp-server@latest"</span><span class="hl-0">]</span><br/><span class="hl-0"> }</span><br/><span class="hl-0"> }</span><br/><span class="hl-0">}</span>
</code><button type="button">Copy</button></pre>
<h3 id="⚡-cursor-ide" class="tsd-anchor-link">⚡ Cursor IDE<a href="#⚡-cursor-ide" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><p><strong>Location:</strong> File → Preferences → Cursor Settings → MCP → Add new global MCP Server</p>
<pre><code class="json"><span class="hl-0">{</span><br/><span class="hl-0"> </span><span class="hl-1">"mcp.servers"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"lerian"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"command"</span><span class="hl-0">: </span><span class="hl-2">"npm"</span><span class="hl-0">,</span><br/><span class="hl-0"> </span><span class="hl-1">"args"</span><span class="hl-0">: [</span><span class="hl-2">"exec"</span><span class="hl-0">, </span><span class="hl-2">"@lerianstudio/lerian-mcp-server@latest"</span><span class="hl-0">]</span><br/><span class="hl-0"> }</span><br/><span class="hl-0"> }</span><br/><span class="hl-0">}</span>
</code><button type="button">Copy</button></pre>
<h3 id="🌊-windsurf-ide" class="tsd-anchor-link">🌊 Windsurf IDE<a href="#🌊-windsurf-ide" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><p><strong>Location:</strong> File → Preferences → Windsurf Settings → Manage plugins → View raw config</p>
<pre><code class="json"><span class="hl-0">{</span><br/><span class="hl-0"> </span><span class="hl-1">"mcpServers"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"lerian"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"command"</span><span class="hl-0">: </span><span class="hl-2">"npm"</span><span class="hl-0">,</span><br/><span class="hl-0"> </span><span class="hl-1">"args"</span><span class="hl-0">: [</span><span class="hl-2">"exec"</span><span class="hl-0">, </span><span class="hl-2">"@lerianstudio/lerian-mcp-server@latest"</span><span class="hl-0">]</span><br/><span class="hl-0"> }</span><br/><span class="hl-0"> }</span><br/><span class="hl-0">}</span>
</code><button type="button">Copy</button></pre>
<h3 id="🔄-continue-ide" class="tsd-anchor-link">🔄 Continue IDE<a href="#🔄-continue-ide" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><p><strong>Location:</strong> <code>~/.continue/config.yaml</code> (MacOS / Linux) or <code>%USERPROFILE%\.continue\config.yaml</code> (Windows)</p>
<pre><code class="json"><span class="hl-0">{</span><br/><span class="hl-0"> </span><span class="hl-1">"mcpServers"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"lerian"</span><span class="hl-0">: {</span><br/><span class="hl-0"> </span><span class="hl-1">"command"</span><span class="hl-0">: </span><span class="hl-2">"npm"</span><span class="hl-0">,</span><br/><span class="hl-0"> </span><span class="hl-1">"args"</span><span class="hl-0">: [</span><span class="hl-2">"exec"</span><span class="hl-0">, </span><span class="hl-2">"@lerianstudio/lerian-mcp-server@latest"</span><span class="hl-0">]</span><br/><span class="hl-0"> }</span><br/><span class="hl-0"> }</span><br/><span class="hl-0">}</span>
</code><button type="button">Copy</button></pre>
<h2 id="✨-what-you-get" class="tsd-anchor-link">✨ What You Get<a href="#✨-what-you-get" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h2><p>Once connected, you can ask your AI assistant:</p>
<ul>
<li>📚 <strong>"Explain how Lerian accounts work"</strong></li>
<li>🔧 <strong>"Show me how to create a transaction"</strong></li>
<li>🏗️ <strong>"What's the difference between onboarding and transaction APIs?"</strong></li>
<li>💡 <strong>"Generate Go code for creating an organization"</strong></li>
<li>🐛 <strong>"Help me debug this Lerian integration error"</strong></li>
<li>📊 <strong>"What data models does Lerian use?"</strong></li>
</ul>
<h2 id="🧙♂️-enhanced-workflow-prompts" class="tsd-anchor-link">🧙♂️ Enhanced Workflow Prompts<a href="#🧙♂️-enhanced-workflow-prompts" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h2><p><strong>NEW!</strong> Interactive wizards and troubleshooting assistants:</p>
<h3 id="basic-workflows" class="tsd-anchor-link">Basic Workflows<a href="#basic-workflows" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><ul>
<li>🎯 <strong><code>create-transaction-wizard</code></strong> - Step-by-step transaction creation</li>
<li>🔍 <strong><code>debug-my-balance</code></strong> - Balance troubleshooting with context</li>
<li>🏗️ <strong><code>setup-my-org</code></strong> - Organization setup wizard</li>
<li>📊 <strong><code>explain-my-data</code></strong> - Smart data analysis and insights</li>
<li>🚀 <strong><code>help-me-start</code></strong> - Quick start guide</li>
<li>🔧 <strong><code>help-with-api</code></strong> - API-specific guidance</li>
<li>📚 <strong><code>help-me-learn</code></strong> - Personalized learning paths</li>
</ul>
<h3 id="advanced-intelligence-new" class="tsd-anchor-link">Advanced Intelligence (NEW!)<a href="#advanced-intelligence-new" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><ul>
<li>📄 <strong><code>check-file-balances</code></strong> - Multi-format file analysis (CSV/TXT/JSON) with smart UUID extraction</li>
<li>💰 <strong><code>check-external-balance</code></strong> - External account balance checking by asset (USD, EUR, BTC, etc.)</li>
<li>🔍 <strong><code>discover-lerian-hierarchy</code></strong> - Explore complete org → ledger → asset → account chains</li>
<li>🛠️ <strong><code>show-all-tools</code></strong> - Complete catalog of all tools, operations, and parameters</li>
</ul>
<p><strong>Enhanced Features:</strong></p>
<ul>
<li><strong>File Format Support:</strong> Automatic detection of CSV, TXT, and JSON files</li>
<li><strong>Smart UUID Extraction:</strong> Intelligent parsing with optional LLM confirmation for TXT files</li>
<li><strong>External Balance Monitoring:</strong> Check system-level asset balances and liquidity</li>
<li><strong>Business Intelligence:</strong> Asset distribution analysis and treasury management insights</li>
</ul>
<p><strong>Usage:</strong> <em>"Use check-file-balances to analyze my accounts.txt file"</em> or <em>"Use check-external-balance to see USD liquidity"</em></p>
<h2 id="🆘-need-help" class="tsd-anchor-link">🆘 Need Help?<a href="#🆘-need-help" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h2><h3 id="not-working" class="tsd-anchor-link">Not Working?<a href="#not-working" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><ol>
<li><strong>Restart your AI app</strong> after adding the configuration</li>
<li><strong>Check the file location</strong> - make sure you edited the right config file</li>
<li><strong>Try the basic test</strong>: Ask your AI "Can you access Lerian documentation?"</li>
</ol>
<h3 id="still-having-issues" class="tsd-anchor-link">Still Having Issues?<a href="#still-having-issues" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><ul>
<li><strong>Claude Desktop Users</strong>: Verify MCP is enabled in your Claude Desktop version</li>
<li><strong>All Users</strong>: Make sure you have Node.js installed on your computer</li>
<li><strong>Get Support</strong>: <a href="https://github.com/lerianstudio/lerian-mcp-server/issues">GitHub Issues</a></li>
</ul>
<h3 id="🔄-migration-help" class="tsd-anchor-link">🔄 Migration Help<a href="#🔄-migration-help" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><p><strong>Migrating from Midaz MCP Server?</strong></p>
<ul>
<li>Both <code>@lerianstudio/midaz-mcp-server</code> and <code>@lerianstudio/lerian-mcp-server</code> work identically</li>
<li>All environment variables work with both <code>MIDAZ_*</code> and <code>LERIAN_*</code> prefixes</li>
<li>Configuration files work in both <code>.midaz</code> and <code>.lerian</code> directories</li>
<li>Commands <code>midaz-mcp-server</code> and <code>lerian-mcp-server</code> are equivalent</li>
</ul>
<p><strong>Recommended Migration Steps:</strong></p>
<ol>
<li>Update your MCP configuration to use <code>@lerianstudio/lerian-mcp-server</code></li>
<li>Restart your AI assistant</li>
<li>Optionally update environment variables from <code>MIDAZ_*</code> to <code>LERIAN_*</code></li>
<li>Optionally move config files from <code>.midaz/</code> to <code>.lerian/</code> directories</li>
</ol>
<h2 id="🔒-safe--secure" class="tsd-anchor-link">🔒 Safe & Secure<a href="#🔒-safe--secure" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h2><ul>
<li>✅ Read-only access (can't modify your data)</li>
<li>✅ No API keys required for basic usage</li>
<li>✅ All data stays on your computer</li>
<li>✅ Open source and auditable</li>
</ul>
<h2 id="🛠️-development--contributing" class="tsd-anchor-link">🛠️ Development & Contributing<a href="#🛠️-development--contributing" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h2><h3 id="quick-start-for-developers" class="tsd-anchor-link"><strong>Quick Start for Developers</strong><a href="#quick-start-for-developers" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><pre><code class="bash"><span class="hl-3"># Setup and run locally</span><br/><span class="hl-4">make</span><span class="hl-0"> </span><span class="hl-2">setup</span><span class="hl-0"> </span><span class="hl-3"># Initial project setup</span><br/><span class="hl-4">make</span><span class="hl-0"> </span><span class="hl-2">dev</span><span class="hl-0"> </span><span class="hl-3"># Start development server</span><br/><br/><span class="hl-3"># Before committing (matches CI/CD exactly)</span><br/><span class="hl-4">make</span><span class="hl-0"> </span><span class="hl-2">ci-all</span><span class="hl-0"> </span><span class="hl-3"># Run complete CI pipeline locally</span>
</code><button type="button">Copy</button></pre>
<h3 id="available-commands" class="tsd-anchor-link"><strong>Available Commands</strong><a href="#available-commands" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><ul>
<li><strong><code>make ci-all</code></strong> - Run complete CI/CD pipeline locally (recommended before commits)</li>
<li><strong><code>make docs-serve</code></strong> - Generate and serve documentation locally</li>
<li><strong><code>make typecheck</code></strong> - TypeScript type checking</li>
<li><strong><code>make audit</code></strong> - Security vulnerability scan</li>
</ul>
<h3 id="documentation" class="tsd-anchor-link"><strong>Documentation</strong><a href="#documentation" aria-label="Permalink" class="tsd-anchor-icon"><svg viewBox="0 0 24 24" aria-hidden="true"><use href="assets/icons.svg#icon-anchor"></use></svg></a></h3><ul>
<li>📊 <a href="media/README.md">System Architecture Diagrams</a> - Visual system documentation</li>
</ul>
<hr>
<p><strong>Ready to get started?</strong> Copy the configuration for your AI assistant above and restart the app! 🚀</p>
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