Ledger Data Access Service (MCP)

This is the Model Context Protocol (MCP) server component engineered for querying and manipulating financial ledger datasets via the Claude interface.

Implemented Capabilities

The server exposes three distinct functionalities for ledger manipulation:

• enumerate-accounts: Provides a complete catalog of all ledger entries.
• Requires the temporal parameter "year".

• Yields a structured listing of all accessible accounts.

• fetch-account-valuation: Retrieves the current monetary standing for a designated account.

• Mandates the parameters "year" and "account".

• Outputs the prevailing monetary value of the specified ledger entity.

• retrieve-account-activity: Displays the chronological sequence of all debits and credits for an account.

• Requires the parameters "year" and "account".
• Outputs the comprehensive transaction ledger for the specified account designation.

Deployment Prerequisites

System Requirements

• Execution environment compatible with Python version 3.13 or newer.
• Utilization of the uv package manager.
• Node.js and npm (necessary for diagnostic procedures).

Installation via Package Index

Execute the following command using the specified package manager:

bash uv pip install ledger-service

Diagnostic Procedures

To analyze the server operation using the inspector utility:

bash npx @modelcontextprotocol/inspector \ uv \ --directory /path/to/ledger-service \ run \ ledger-service

Configuration for Claude Desktop Client

Incorporate the server connection details into the Claude Desktop configuration file located at:

MacOS Path: ~/Library/Application\ Support/Claude/claude_desktop_config.json Windows Path: %APPDATA%/Claude/claude_desktop_config.json

Development/Testing Configuration Snippet

"mcpServers": { "ledger-service": { "command": "uv", "args": [ "--directory", "/path/to/ledger-service", "run", "ledger-service" ] } }

Production/Live Deployment Configuration Snippet

"mcpServers": { "ledger-service": { "command": "uvx", "args": [ "ledger-service" ] } }

Project Initialization

Local Environment Setup

1. Obtain a local copy of the source code repository.
2. Establish and activate a segregated Python virtual environment.
3. Load necessary external libraries:

The root directory for ledger file access is defined by the LEDGER_BASE_PATH variable within the server.py source file.

Licensing Information

This software is distributed under the terms of the GNU GENERAL PUBLIC LICENSE Version 3, dated June 29, 2007.

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