Integration

Layer integration

Layer is an embedded accounting API that enables businesses to offer full bookkeeping and accounting capabilities within their own applications. Automate transaction categorization, manage chart of accounts, track ledger balances, and handle bank transaction reconciliation via Plaid integration. Perfect for vertical SaaS platforms, neobanks, and fintech applications wanting to add accounting features.

Connect Layer How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Layer.Built from the 11 Layer tools below, on the connection you add once.

Common Layer use cases

financial reporting
viewing expense history
onboarding new customers
viewing business settings
rendering account hierarchy
viewing transaction details
correcting AI categorization
displaying account categories
updating business information
adding custom expense categories

What you can do with Layer

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Business, 4 operations

create_businessCreate businessPOSTCreates a new business in Layer for embedded accounting. Sets up the chart of accounts and enables transaction tracking.
fetch_businessFetch businessGETRetrieves business details including settings, connected Plaid accounts, and accounting configuration.
list_businessesList businessesGETLists all businesses registered in Layer. Supports filtering by name, external ID, industry, and client.
update_businessUpdate businessPUTUpdates business details such as legal name, entity type, state, phone number, and financial account connections.

Bank transaction, 3 operations

categorize_bank_transactionCategorize bank transactionPUTCategorizes a bank transaction by assigning it to a specific ledger account or marking it as an exclusion.
fetch_bank_transactionFetch bank transactionGETRetrieves a single bank transaction with full details including categorization, matching suggestions, and metadata.
list_bank_transactionsList bank transactionsGETLists bank transactions for a business with extensive filtering options for date, amount, direction, categorization status, and more.

Ledger account, 2 operations

create_ledger_accountCreate ledger accountPOSTCreates a new ledger account in the chart of accounts for custom categorization.
list_ledger_accountsList ledger accountsGETLists the chart of accounts for a business. Returns all ledger accounts organized by type with balances and hierarchy.

Chart of accounts, 1 operation

get_chart_of_accountsGet chart of accountsGETRetrieves the complete chart of accounts as a hierarchical tree for a business.

Ledger balance, 1 operation

get_ledger_balancesGet ledger balancesGETRetrieves ledger account balances with hierarchical breakdown. Supports date filtering and cash vs accrual reporting basis.

Use Layer from Claude Code, Cursor or Codex

Connect Layer in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Layer operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Layer

Create your workspace
Sign up free. Nothing to install.
Connect Layer once
Add your Layer connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Layer integration FAQ

What can you do with the Layer integration?

LiveContext exposes 11 operations on Layer, covering business, bank transaction, ledger account and chart of accounts. Common uses include financial reporting, viewing expense history and onboarding new customers.