ledger-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| LEDGER_MCP_DB | No | SQLite path or SQLAlchemy URL | ./ledger.db |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_transactionsA | Search ledger transactions with flexible filters. Filters combine with AND. |
| get_account_balanceA | Get the running balance for an account, or the whole ledger. Omit |
| sum_transactionsB | Sum a filtered set of transactions. Returns |
| monthly_spendingC | Total spending (charges/expenses) per calendar month. Optionally restrict to a |
| transactions_by_categoryC | Summarise activity per category, ordered by spending descending. |
| get_income_statementA | Accrual-basis income statement (profit & loss) for a period.
|
| get_balance_sheetC | Balance sheet (assets, liabilities, equity) as of a date. |
| list_accountsA | List the chart of accounts with each account's type. |
| get_lease_summaryA | Get the lease terms extracted from the tenant's lease. Returns rent, deposit, term dates, due day, late-fee policy, recurring fees and parties — each with a confidence level and the source excerpt it was read from. Low-confidence values should be verified with get_lease_text. |
| get_lease_textA | Read the raw lease text, or only the lines matching Use this to answer questions the structured terms don't cover (pet rules, subletting, maintenance) or to verify an extracted value against the source. |
| check_rent_chargesB | Compare each month's rent charges in the ledger to the lease's monthly rent. Flags months that are overcharged, undercharged or missing a rent charge. |
| find_unexpected_chargesA | Audit every ledger charge category against the lease. Classifies each category as expected (rent/deposit/named fee), referenced (mentioned in the lease text), amount_mismatch, or unexpected (not found in the lease at all), and lists lease items never charged. |
| check_security_depositA | Compare the security deposit charged in the ledger to the lease deposit. |
| check_late_feesA | Compare late fees charged in the ledger to the lease late-fee policy. |
| lease_ledger_reportA | Full lease-vs-ledger cross-examination in one call. Bundles the lease terms, rent check, charge audit, deposit and late-fee
checks, plus a |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 15 tools
Each tool has a clearly distinct purpose: separate audit checks for late fees, rent, deposit, and unexpected charges; distinct financial statements; lease retrieval and report generation; and various transaction queries. No two tools overlap significantly in function.
Most tools follow a verb_noun pattern (e.g., check_rent_charges, get_balance_sheet, search_transactions). Exceptions include monthly_spending (adjective+noun) and transactions_by_category (noun_preposition_noun), but these are still clear and predictable.
With 15 tools, the set is well-scoped for a domain covering lease analysis, ledger auditing, financial reporting, and transaction search. Each tool serves a specific purpose without unnecessary bloat or gaps.
The tools cover the full lifecycle of lease-vs-ledger analysis: reading lease terms (summary and raw text), checking each major component (rent, deposit, late fees, unexpected charges), generating financial statements, and querying transactions with multiple filters and aggregations. The convenience tool lease_ledger_report bundles the core checks, making the surface complete for its intended use.