Digits

Query a small business's general ledger: transactions, P&L, balance sheet, cash flow, AR/AP aging.

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What the Digits connector does

The Digits MCP server points Claude, ChatGPT or any MCP-compatible agent at a small business's general ledger. It answers questions about individual transactions, vendors, customers, departments and locations, and generates P&L, balance sheet, cash flow and AR/AP aging statements. Sign-in is OAuth with an ordinary Digits login, and the server is read-only.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

Digits tools (4)

  • list_businesses
  • select_business
  • list_business_users
  • query_transactions

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • Read-only, and Digits says so twice. No tool creates, updates or deletes ledger data. Writing to Digits is the separate Developer API, with its own credentials.
  • Stateful in a way most connectors are not. select_business governs later calls. Digits does not document how a mis-selection surfaces, expires, or behaves if no selection was made.
  • Accuracy is AI-generated and explicitly review-gated. Digits states its AI automates 95% of bookkeeping and routes uncertain items to a Checklist for human judgement. It warns the first
  • The books are not closed until someone closes them. Digits documents Closing a period as the step that prevents edits, imports and automations from changing past figures. A query against an open period can return a different answer tomorrow.
  • Not suitable to file or audit on unreviewed. Digits positions export and download as how you share numbers with an accountant, a lender or tax prep — a human step it documents rather than removes. Nothing in its MCP documentation claims agent-read output is filing-ready.
  • Bills and invoices are not reachable. Digits states direct bill and invoice lookups are not yet MCP tools, and points at AR/AP Aging statements instead.
  • US only, USD only. Digits documents availability limited to US-based businesses using US financial institutions, and names Canada, the UK, Australia, Malaysia and the EU as unsupported. Multi-currency accounting and FX conversion are not supported.
  • Staff identities are in scope. list_business_users returns the people with access to a business.
  • No scopes to narrow. The protected-resource descriptor advertises none, so there is no documented way to grant an agent less than the account reaches.
  • We could not verify tool behaviour ourselves. The endpoint returns 401 to an anonymous handshake, so no schemas and no readOnlyHint or destructiveHint annotations were readable. Every tool description here is Digits' own.
  • Prompts are unconfirmed. Anthropic's snapshot lists no prompt names, but the gated endpoint blocked our own prompts/list, so we cannot say whether the server serves any.

Frequently asked questions

Can the Digits MCP server change my books?

No. Digits states plainly that the MCP server is read-only and cannot create, update or delete anything in a Digits account. The one exception is session state: `select_business` sets which business later calls answer about, which changes the connection rather than the ledger. Anthropic's directory also labels the connector Read.

What does query_transactions actually return?

Individual transactions, not aggregates. Digits describes the tool as searching and filtering individual transactions with date ranges, amounts, parties and categories. Party means the vendor or customer on the line, so real counterparty names and amounts from the general ledger reach the model. Digits does not publish the exact field list, so treat the payload as ledger-detail granularity.

What happens if the wrong business is selected in Digits MCP?

Later queries answer about that business instead of the one you meant. Digits documents `select_business` as choosing a business for subsequent queries but does not document what happens on a mis-selection, so we cannot say whether the assistant surfaces the switch. Confirm the selected entity before trusting any figure, especially across multiple clients.

Do I need a developer account or API key for the Digits MCP server?

No. Digits states that the MCP server uses your regular Digits login, with no app registration, developer account or API key required. Sign-in is OAuth against `api.digits.com`, which we confirmed live on 2026-08-19. That is a separate product from the Digits Developer API, which does write to the ledger and has its own credentials.

Why is my Digits MCP connection stuck as Requested?

Your AI workspace administrator has not approved the connector yet. Digits documents this as common in managed Claude and similar AI workspaces, where connectors need administrator approval in the provider's admin console before anyone can use them. Ask an administrator to approve Digits, then reconnect or refresh the client and the status clears.

Can my assistant read bills and invoices through Digits MCP?

Not directly. Digits states that the MCP server covers transactions, financial statements and organisational data — departments, locations, categories and users — and that bill and invoice lookups are not yet available as MCP tools. Digits points at the AR and AP Aging financial statements instead, which show outstanding receivables and payables without the underlying documents.

How accurate are the Digits numbers an AI assistant reads?

Accurate enough to review, not to file on unreviewed. Digits says its AI automates 95% of bookkeeping and routes uncertain items to a Checklist for a human. It also warns the first one to two months need the most review, with noticeable improvement by month two or three. Anything an agent reads reflects that review state.

Sources

  • Digits MCP documentation — https://help.digits.com/business-connections/digits-mcp (fetched 2026-08-19 as Markdown via the .md suffix; the directory's documentation URL help.digits.com/business-connections/digits-mcp-claude returns a Page Not Found and names this page as the replacement) · retrieved 2026-08-19
  • Digits Developer API help page — https://help.digits.com/business-connections/digits-developer-api (fetched 2026-08-19) · retrieved 2026-08-19
  • How AI Works in Digits — https://help.digits.com/business-agentic-general-ledger/digits-ai (fetched 2026-08-19) · retrieved 2026-08-19
  • Adding additional business plans — https://help.digits.com/my-business-account/add-additonal-businesses (fetched 2026-08-19) · retrieved 2026-08-19
  • Understanding Your Firm Dashboard — https://help.digits.com/firms-getting-started/dashboard (fetched 2026-08-19) · retrieved 2026-08-19
  • Digits availability, banks and currency support — https://help.digits.com/business-getting-started/digits-availability-banks-and-currency-support (fetched 2026-08-19) · retrieved 2026-08-19
  • Digits help-centre machine index — https://help.digits.com/llms.txt (fetched 2026-08-19) · retrieved 2026-08-19
  • help.digits.com/robots.txt allows the whole site and carries Content-Signal: ai-train=yes, search=yes, ai-input=yes — synthesis is expressly permitted on all three axes (fetched 2026-08-19). The marketing host digits.com/robots.txt separately names Anthropic, OpenAI, Google and Microsoft crawlers with Allow: / · retrieved 2026-08-19
  • Live RFC 9728 protected-resource descriptor — https://api.digits.com/.well-known/oauth-protected-resource (fetched 2026-08-19; both the path-append and path-insert forms return 404, and the descriptor omits scopes_supported) · retrieved 2026-08-19
  • Live RFC 8414 authorization-server metadata — https://api.digits.com/.well-known/oauth-authorization-server (fetched 2026-08-19) · retrieved 2026-08-19
  • Live anonymous probe — 2026-08-19: POST to the endpoint returns HTTP 401 {"error":"missing bearer token"} with www-authenticate: Bearer resource_metadata="https://api.digits.com/.well-known/oauth-protected-resource" · retrieved 2026-08-19
  • Digits privacy policy — https://my.digits.com/legal/privacy-policy · Support — help@digits.com
  • Anthropic connector directory — https://claude.ai/directory/38c1453f-9bb0-40cf-b6b0-79fd8b349ffa (snapshot 2026-08-16) · retrieved 2026-08-16

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