Documentation

Connect an AI agent

Run the Clovis MCP server for Claude Desktop, Cursor, Windsurf, OpenAI-compatible agent runtimes, and other MCP clients.

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Connect through MCP

Clovis works with MCP-compatible agent clients. That can include Claude Desktop, Cursor, Windsurf, and agent runtimes built around Anthropic, OpenAI, or local models.

Claude Desktop

Add this server entry to the MCP client config and use an absolute ledger path.

{
  "mcpServers": {
    "clovis": {
      "command": "clovis-mcp",
      "env": {
        "CLOVIS_DB": "/absolute/path/to/ledger.db"
      }
    }
  }
}

Cursor, Windsurf, and other MCP clients

Use the same stdio server shape. Keep the ledger path scoped to the project or local workspace.

{
  "mcpServers": {
    "clovis": {
      "command": "clovis-mcp",
      "env": {
        "CLOVIS_DB": "./ledger.db"
      }
    }
  }
}

Manual stdio launch

Run the server directly when testing an agent connection or checking environment variables.

CLOVIS_DB=./ledger.db clovis-mcp

Good first asks

Start with questions that inspect the ledger. Add write actions only after the agent explains the plan.

Show my account balances and flag anything unusual.

What changed in spending this month compared with last month?

Review pending imports and tell me which rows need a category.

Run integrity checks before making any changes.