Ledgy

Learn what Ledgy MCP is, how to connect AI tools such as Claude, Cursor, and ChatGPT to it, and its current capabilities.

How does Ledgy MCP work (Beta)?

Learn how to open Ledgy Agent, what it can help you with, how approvals work for actions that change your data, and how to share feedback during the beta.

How does Ledgy Agent work? (Beta)

Learn where to find Ledgy's AI settings, who can change them, and what controls Ledgy Agent and external AI (MCP) access to your data.

How do I manage AI settings in Ledgy?

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Learn how to use Ledgy's AI agent to get instant answers about your equity data, and how to set up the MCP integration to connect Ledgy with your AI tools.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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