DualEntry (Claude)
Search, create, and manage your DualEntry accounting data
Run your books without leaving the conversation. Access and create financial records across your ledger, draft revenue recognition contracts with automated billing and recognition schedules, and capitalize fixed assets with full depreciation schedules. Review bank-match suggestions to speed up reconciliation, look up any transaction by number, trace audit trails, and fuzzy-match customers, vendors, and accounts. Access is governed by your existing DualEntry role and permissions.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/dualentry. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://api.dualentry.com/mcp. Sign-in: Required. Publisher documentation: https://docs.dualentry.com/developers/guides/mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
create_bank_match
create_contract
create_fixed_asset
delete_fixed_asset
get_bank_match_status_counts
get_bank_transaction
get_contract_detail
get_depreciation_book
get_fixed_asset_schedule
get_record_by_number
get_record_detail
get_record_history
get_related_records
list_bank_match_suggestions
list_bank_transactions
list_companies
list_depreciation_books
lookup_record_by_external_id
patch_fixed_asset
preview_contract_schedule
preview_fixed_asset_schedule
save_entity
save_record
search_entities
search_records
trigger_bank_match
unmatch_bank_match
update_entity
update_fixed_asset
update_record
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