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 safely.
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.
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
Open the Digits connector in Claude's directory: https://claude.ai/directory/connectors/digits
Click Connect
Authorize with your existing Digits account when prompted
Start a new chat — Claude can now access your Digits data
How to Connect Digits to OpenAI/ ChatGPT
Open the Digits app in the OpenAI marketplace: https://chatgpt.com/apps/digits/asdk_app_69cb30d03fe48191b9708242870b5fff
Click Install
Authorize with your existing Digits account when prompted
Start a new chat, select the Digits app, and start asking questions
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 category, by one or more departments, and by one or more locations — so you can request a department- or location-specific P&L. Additional options include comparison lookback periods, showing account numbers, and fiscal-year start month