Digits Model Context Protocol (MCP)
Connect Digits to your favorite AI assistant to explore your financial data, pull reports, and run scenarios. Just sign in and start asking.
What is MCP?
MCP helps AI tools, like Claude or ChatGPT, connect to apps like Digits so they can work with your data in a safe way.
The Digits MCP lets your AI assistant connect to your financial data in Digits. You don’t need to set anything complicated up.
Once it’s connected, you can ask questions like “How much did I spend last month?” and your AI assistant will use your Digits data to find the answer.
The Digits MCP server is read-only. It can access and analyze your data, but cannot make any changes to your Digits account.
Connect to Digits' MCP Server
Connect Digits to your AI tool using the steps below. Each tool may look a little different, but they all use the same link:
https://api.digits.com/mcp
You will sign in with your existing Digits account during setup. No API keys or developer accounts are needed.
How to Connect Digits to Claude
In Claude, go to Customize in the left navigation menu
Click Connectors on the left
Click on + (plus) next to Connectors
Enter the following:
Name: Digits
URL:
https://api.digits.com/mcp
Click Add
Click Connect next to the Digits connector and authorize with your Digits account
How to Connect Digits to OpenAI/ ChatGPT
Open ChatGPT on the web
If you're in a workspace (Business / Enterprise / Edu), have an admin enable Developer Mode for custom MCP connectors in the workspace settings
In ChatGPT, go to Settings → Apps
Turn on Developer mode (you'll only see this toggle if your plan/workspace allows it)
Back in ChatGPT Settings → Apps, click Create
App Name: Digits
URL:
https://api.digits.com/mcpDescription: Access your Digits financial data
Image: (optional) Upload the Digits logo
Check the I trust this application box. You'll see a prompt for a Client ID, but you don't need to enter anything
Click Save
Start a new chat and select the Digits app. Authorize OAuth with your Digits account the first time you connect
In your Cursor IDE, go to Cursor → Settings → Cursor Settings
Go to Tools & MCPs and “Add Custom MCP”, which will open or create the file
~/.cursor/mcp.jsonAdd the following configuration:
{
"mcpServers": {
"digits": {
"url": "https://api.digits.com/mcp"
}
}
}
Restart Cursor and authorize OAuth with your Digits account when prompted
Open Perplexity on the web and go to Settings
Navigate to the MCP Servers section under Labs/Features
Click Add Connector
Name: Digits
URL:
https://api.digits.com/mcp
Click Save and authorize OAuth with your Digits account
Click + (plus) to enable Digits in the chat UI and start a new thread
What You Can Do With MCP
Once connected, ask a question about a specific account, and your AI assistant will use your Digits data to find the answer.
Search for transactions
"Show me all transactions from Chase credit card in February."
Access your financial statements
"Show me my most recent P&L statement."
Analyze your financials
"How much did salary expense increase year over year?”
Work through scenarios
"If we cut expenses by 10%, what would net income look like?”
Look up customers or vendors
“Who are the top 5 vendors by spend this quarter?”
Review departments and locations
“Break down revenue by department in Q1.”
Available Tools
The Digits MCP server gives your AI assistant access to a set of tools.
You do not need to use these tools yourself. Your AI assistant will automatically choose the right one based on your question.
list_businesses
Lists all businesses you have access to in Digits, including both direct and affiliated entities.
select_business
Selects a specific business to work with for subsequent queries.
list_business_users
Lists all users who have access to a given business.
query_transactions
Searches and filters individual transactions with flexible options including date ranges, amounts, parties, and categories.
search_term
Resolves customer, vendor, category, department, or location names using fuzzy text matching.
list_departments
Lists all departments and their identifiers for a business.
list_locations
Lists all locations and their identifiers for a business.
list_categories
Lists all account categories and their types for a business.
dimensional_summarize_transactions
Aggregates transactions into multi-dimensional summaries — for example, spending by category over time, or revenue by customer per quarter.
financial_statement
Generates complete financial statements: Profit & Loss, Balance Sheet, Cash Flow, and AR/AP Aging reports. Supports filtering by
Frequently Asked Questions
What is MCP?
The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to external tools and data sources. It allows your AI assistant to securely access your Digits data without requiring you to copy and paste information back and forth.
Do I need a developer account to use the Digits MCP server?
No. The Digits MCP server uses your regular Digits login. You do not need to create an app, register as a developer, or set up API keys. Just connect and sign in with your existing Digits account.
Why can't I log in to the Digits MCP?
Make sure you're signing in with the same email and credentials you use to log in to Digits. If you continue to have issues, contact [email protected].
Can I write back to Digits from the MCP?
No. The Digits MCP server is currently read-only. It can retrieve and analyze your financial data, but it cannot create, update, or delete anything in your Digits account.
Why can't my AI assistant access bills or invoices in Digits?
The MCP server currently provides access to transactions, financial statements, and organizational data (departments, locations, categories, users). Direct bill and invoice lookups are not yet available as MCP tools, but you can use the AR/AP Aging financial statements to see outstanding receivables and payables.
Is the Digits MCP secure?
Yes. All transmitted data is encrypted and accessed only when explicitly requested by you.
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