AI Agent Integration

lim is designed from the ground up for AI agents. While it has a CLI and web interface for humans, the primary consumers of lim’s API are AI agents that autonomously handle bookkeeping.

The Vision

Today, a human bookkeeper:

Downloads bank statements
Looks at each transaction
Decides the correct account classification
Types the journal entry into accounting software
Repeats 200-500 times per month

With lim, an AI agent:

Receives bank transactions automatically
Classifies each transaction using the judgment engine
Creates journal entries via MCP tools or REST API
Learns from corrections to improve over time
Handles 95%+ of transactions without human input

The goal: bookkeeping that runs itself. Humans review exceptions and make strategic decisions. The AI handles everything else.

Three Integration Paths

MCP Server

Native Model Context Protocol server. Any MCP-compatible AI agent can read financial data and create entries.

Claude Code Skills

REST API

Full REST API for custom integrations, webhooks, and programmatic access.

How Agents Interact with lim

Reading Financial Data

Agents need context to make decisions. lim provides read access to:

Data	MCP Resource	REST Endpoint
Trial balance	`lim://company/{id}/trial-balance`	`GET /v1/companies/:id/reports/trial-balance`
Chart of accounts	`lim://company/{id}/accounts`	`GET /v1/companies/:id/accounts`
Journal entries	`lim://company/{id}/journal-entries`	`GET /v1/companies/:id/journal-entries`
Bank transactions	`lim://company/{id}/bank-transactions`	`GET /v1/companies/:id/bank-transactions`
Active alerts	`lim://company/{id}/alerts`	`GET /v1/companies/:id/alert-rules/evaluate`
Cash runway	`lim://company/{id}/cash-runway`	`GET /v1/companies/:id/dashboard`
Scenario diff	`lim://company/{id}/scenario/{sid}/diff`	`GET /v1/companies/:id/scenarios/:sid/diff`

Creating Entries

Agents create journal entries through:

Action	MCP Tool	REST Endpoint
Create journal entry	`create_journal_entry`	`POST /v1/companies/:id/journal-entries`
Match bank transaction	`match_bank_transaction`	`POST /v1/companies/:id/nl-journal`
Generate scenario	`generate_scenario`	`POST /v1/companies/:id/scenarios/:sid/generate`
Apply scenario	`apply_scenario`	`POST /v1/companies/:id/scenarios/:sid/apply`

The Agent Workflow

A typical AI agent session looks like this:

Agent: Read trial balance to understand current state
       → MCP Resource: trial-balance

Agent: Read unmatched bank transactions
       → MCP Resource: bank-transactions

Agent: For each unmatched transaction:
       → MCP Tool: match_bank_transaction
       → If high confidence: auto-post
       → If low confidence: flag for human review

Agent: Check alerts
       → MCP Resource: alerts
       → If cash runway < 3 months: notify CFO

Agent: Generate scenario
       → "What if we delay hiring for 2 months?"
       → MCP Tool: generate_scenario
       → MCP Resource: scenario/{id}/diff

Security Model

AI agents authenticate the same way as human users:

OAuth tokens via WorkOS for interactive agents (Claude Code)
API keys for automated agents (cron jobs, webhooks)

All actions are audit-logged with:

created_by_type: "agent" or "user"
The specific agent/user ID
Timestamp and source event

AI agents can create journal entries but cannot close fiscal periods, delete companies, or modify authentication settings. These actions require human authorization.

Getting Started

The fastest way to start is with the MCP server:

npx @lim-labs/lim mcp add

This registers lim as an MCP server in your Claude Code configuration. From there, Claude can read your financial data and create journal entries through natural conversation. See the MCP Server guide for detailed setup instructions.

​AI Agent Integration

​The Vision

​Three Integration Paths

MCP Server

Claude Code Skills

REST API

​How Agents Interact with lim

​Reading Financial Data

​Creating Entries

​The Agent Workflow

​Security Model

​Getting Started

AI Agent Integration

The Vision

Three Integration Paths

How Agents Interact with lim

Reading Financial Data

Creating Entries

The Agent Workflow

Security Model

Getting Started