# Digits Model Context Protocol (MCP)

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### What is MCP?&#x20;

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.

{% hint style="info" icon="glasses" %}
The Digits MCP server is **read-only.** It can access and analyze your data, but cannot make any changes to your Digits account.
{% endhint %}

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### 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.

{% tabs %}
{% tab title="Claude" %}

### How to Connect Digits to Claude

1. In Claude, go to **Customize** in the left navigation menu
2. Click **Connectors** on the left
3. Click on + (plus) next to Connectors

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4. Enter the following:
   * **Name:** Digits
   * **URL:** `https://api.digits.com/mcp`
5. Click **Add**
6. Click **Connect** next to the Digits connector and authorize with your Digits account
   {% endtab %}

{% tab title="Claude Code (CLI)" %}

#### Claude Code (CLI)

Run the following command in your terminal:

```
claude mcp add --transport http digits https://api.digits.com/mcp
```

Then start a new Claude Code session to authenticate with your Digits account.
{% endtab %}

{% tab title="OpenAI/ ChatGPT" %}

### How to Connect Digits to OpenAI/ ChatGPT

1. Go to **Settings** and navigate to **Connectors**
2. Click **Create** to add a new connector
3. Enter the following:
   * **Name:** Digits
   * **URL:** `https://api.digits.com/mcp`
4. Complete the OAuth authorization with your Digits account
   {% endtab %}
   {% endtabs %}

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### What You Can Do With MCP

Once connected, ask a question about a specific client, and your AI assistant will use your Digits data to find the answer.

**Search for transactions**

> *"Show me all transactions from Acme Co.'s Chase credit card in February."*

**Access your financial statements**

> *"Show me my most recent P\&L statement for John Smith."*

**Analyze your financials**

> *"How much did salary expense increase year over year for Widget Inc.?”*

**Work through scenarios**

> *"If we cut expenses by 10% for Acme Co., what would net income look like?”*

**Look up customers or vendors**

> *“Who are the top 5 vendors by spend for John Smith this quarter?”*

**Review departments and locations**

> *“Break down revenue by department for Acme Co. in Q1.”*

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### 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.

<table><thead><tr><th width="218.87213134765625">Tool</th><th>What it does</th></tr></thead><tbody><tr><td><strong>list_businesses</strong></td><td>Lists all businesses you have access to in Digits, including both direct and affiliated entities.</td></tr><tr><td><strong>select_business</strong></td><td>Selects a specific business to work with for subsequent queries.</td></tr><tr><td><strong>list_business_users</strong></td><td>Lists all users who have access to a given business.</td></tr><tr><td><strong>query_transactions</strong></td><td>Searches and filters individual transactions with flexible options including date ranges, amounts, parties, and categories.</td></tr><tr><td><strong>search_term</strong></td><td>Resolves customer, vendor, category, department, or location names using fuzzy text matching.</td></tr><tr><td><strong>list_departments</strong></td><td>Lists all departments and their identifiers for a business.</td></tr><tr><td><strong>list_locations</strong></td><td>Lists all locations and their identifiers for a business.</td></tr><tr><td><strong>list_categories</strong></td><td>Lists all account categories and their types for a business.</td></tr><tr><td><strong>dimensional_summarize_transactions</strong></td><td>Aggregates transactions into multi-dimensional summaries — for example, spending by category over time, or revenue by customer per quarter.</td></tr><tr><td><strong>financial_statement</strong></td><td>Generates complete financial statements: Profit &#x26; Loss, Balance Sheet, Cash Flow, and AR/AP Aging reports. Supports filtering by </td></tr></tbody></table>

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### Frequently Asked Questions

<details>

<summary>What is MCP?</summary>

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.

</details>

<details>

<summary>Do I need a developer account to use the Digits MCP server?</summary>

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.

</details>

<details>

<summary>Why can't I log in to the Digits MCP?</summary>

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 <support@digits.com>.

</details>

<details>

<summary>Can I write back to Digits from the MCP?</summary>

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.

</details>

<details>

<summary>Why can't my AI assistant access bills or invoices in Digits?</summary>

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.

</details>

<details>

<summary>Is the Digits MCP secure?</summary>

Yes. All transmitted data is encrypted and accessed only when explicitly requested by you.

</details>

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Got a question or feedback? Our team is all ears—come say hello!
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