Puzzle API & MCP

One ledger. Two ways in.

Puzzle gives developers, teams and AI tools secure access to a continuously accurate, real-time general ledger. Build products on the Puzzle API. Connect Claude and ChatGPT to your books with Puzzle MCP.

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Businesses Powered

$50B+

Transactions Processed

7,000+ accounting firms and startups trust Puzzle.

Puzzle MCP for accounting

Connect your books to Claude and ChatGPT.

Puzzle MCP connects your Puzzle accounting data to Claude, ChatGPT and other AI assistants. Ask about cash, burn and runway, pull financial statements, and hand off bookkeeping work like categorization and reconciliation, with your approval at every step.

Set up Puzzle MCP
Your AI workspace
Connected to Puzzle
Claude
ChatGPT
Your Puzzle companies

You choose the companies. You set the access.

AI accounting automation, with every step in your control.

Choose your agent’s access.

Connect one company, several, or every company you manage. Start with read-only access for financial questions and analysis, then enable read-write access when you want your AI agent to update the books. Adjust or revoke access in Puzzle anytime.

Put accounting skills to work.

Puzzle’s built-in accounting skills guide your agent through categorizing transactions, managing bills, bank reconciliation and month-end close. Your agent follows Puzzle’s playbooks for each company you connect.

Review. Confirm. Apply.

Your agent prepares proposed changes for you to review before anything is applied. Built-in approval checks require your confirmation for proposed transaction updates, so you stay in control of your books.

Example prompts

Ask Claude or ChatGPT about your finances.

“What’s our runway, and how has burn changed?”

“Show me last month’s income statement.”

“Suggest categories for the transactions that need review.”

Build better accounting solutions with Puzzle's API.

Access Puzzle's real-time general ledger through developer-friendly APIs. Build dashboards, workflows, and financial applications on top of continuously accurate accounting data.

Puzzle accounting API module

What partners are building with Puzzle

VENTUREBEAT FEATURE

One click. Instant accounting.

With Brex and Deel, accounting setup goes from weeks to seconds. By embedding Puzzle directly into their platforms, customers automatically sync expenses, payroll, and global contractor data, eliminating manual journal entries and setup friction.

“The integration reduces startup accounting setup from a weeks-long process to a single click.” : VentureBeat

Bookkeeping handled instantly inside Slack.

Central and Puzzle built an AI-powered accounting assistant inside Slack to automate the back office for founders. Setup took just 15 minutes, delivering a fully automated back office.

Read case study

Forecast-ready books from day one.

Ramp and Puzzle helped accounting firm Parallel deliver faster SaaS forecasting. By combining automated Ramp spend data with Puzzle's real-time ledger, clients got immediate visibility into burn and runway.

Read case study

Implementation cut from 6h to 1.5h.

“The integration reduces startup accounting setup from a weeks-long process to a single click.” : VentureBeat

Brex and Puzzle helped FinFuego set up accounting in one click and eliminate manual onboarding: saving their operations team 4 hours every single week.

Read case study
MCP for AI analysis.

Use Puzzle MCP to connect Claude, ChatGPT and other AI assistants to your ledger for analysis, reporting, and accounting work you approve.

API for products.

Use Puzzle's API to build dashboards, workflows, and custom accounting experiences.

FAQs

What is Puzzle MCP?

Puzzle MCP is Puzzle’s Model Context Protocol (MCP) server. MCP is an open standard that lets AI assistants connect securely to apps and data. Puzzle MCP connects your accounting data to Claude, ChatGPT and other assistants, so you can ask questions about your finances and hand off accounting work from the AI tool you already use.

Which AI assistants work with Puzzle MCP?

Puzzle MCP works with Claude (Claude.ai, Claude Desktop and Claude Code), ChatGPT, Codex, Cursor, Windsurf and any other MCP-compatible client.

How do I connect Puzzle to Claude or ChatGPT?

Add Puzzle as a connector in your AI assistant, sign in with your Puzzle account, and choose which companies to share. Then start a new conversation and ask about your books. Follow our step-by-step Puzzle MCP setup guide.

Can Claude or ChatGPT change my accounting data?

Only if you allow it. Puzzle MCP connections start with read-only access. You can enable read-write access when you want your agent to update the books, and built-in approval checks require your confirmation for proposed transaction updates before they are applied. Adjust or revoke access in Puzzle at any time.

Can I connect more than one company?

Yes. Connect one company, several, or all the companies you manage. That makes Puzzle MCP useful for founders with multiple entities and for accounting firms managing client books.

What financial data can my AI assistant access?

For each company you connect, your assistant can access financial statements such as the balance sheet, income statement and trial balance, plus transactions, journal entries, chart of accounts, invoices, bills, vendors, customers, and cash, burn and spending metrics.

What accounting tasks can an AI agent do with Puzzle?

Puzzle’s built-in skills guide your agent through tasks like categorizing transactions, managing bills, reconciliation and month-end close. You can also ask for reports and analysis, such as your runway, burn trends or last month’s income statement.

How often do I need to reconnect, and are there limits?

Puzzle MCP re-authenticates every 5 days for security. High-volume usage is rate-limited during the current alpha. If you’re hitting limits, contact support@puzzle.io.

Is Puzzle MCP secure?

You sign in with your Puzzle account and choose which companies your AI can access, and at what level. Read-write access is opt-in, and proposed transaction updates need your confirmation. Learn more about how Puzzle protects your data on our security page.

What is the Puzzle API?

The Puzzle API gives developers secure, programmatic access to Puzzle’s real-time general ledger. Use it to build dashboards, workflows and financial applications on top of continuously accurate accounting data.

What is the difference between the Puzzle API and Puzzle MCP?

Use the Puzzle API to build custom dashboards, automated workflows and accounting experiences directly in your product. Use Puzzle MCP to connect AI assistants like Claude or ChatGPT to your live general ledger for analysis, natural-language reporting and accounting work you approve.

What endpoints are supported in the Puzzle API?

The Developer API provides secure access to key accounting resources, including real-time cash flow and burn rate metrics, chart of accounts, transaction histories, journal entries, financial reports (balance sheet and income statement), and tax-ready summaries.

What can I build with the Puzzle API?

Teams use the Puzzle API to embed accounting into their own products, automate back-office workflows and power financial dashboards. Partners like Brex, Deel and Central have built on Puzzle to give customers instant, accurate books. Read the Central case study.

How do I get access to the Puzzle API?

Email api@puzzle.io to request API access.

Where can I find the Puzzle API documentation?

Explore the Puzzle developer docs for endpoint references, guides and examples.

Ready to stop thinking about accounting?

Join thousands of venture-backed startups using Puzzle to keep their books accurate, real-time, and out of the way.