Connect Claude Desktop, Claude Code, Codex or Cursor

Whatever the agent reads goes to the model that agent uses, under that provider's terms. Cashboard itself sends nothing anywhere for this feature. Agents and MCP servers lists every tool and what it returns.

1. 1

   Open Connections

   In Cashboard Desktop, open the Connections tab of the tool panel and find the Agents (MCP) card.

2. 2

   Turn the switch on

   Turn on Allow agents to connect and wait for On and Listening on 127.0.0.1:<port>. The server listens on this computer only.

3. 3

   Copy the setup for your agent

   Under Connect an AI agent, press Claude Desktop, Claude Code, Codex or Cursor. The card says Copied and where the text goes.

4. 4

   Allow the first connection

   Start the agent. Cashboard comes to the front with a card that asks whether that agent may read your boards. Press Allow, or Deny.

The buttons appear only while the switch is on. The copied text names the Cashboard app and a bridge script shipped inside it, and holds no token: the bridge reads the token from your Cashboard data folder when the agent starts it. If you move or reinstall Cashboard to another folder, copy the setup again.

Press Claude Desktop. In Claude Desktop, open Settings, Developer, Edit Config. Paste the cashboard entry into the mcpServers section of claude_desktop_config.json, save, and restart Claude Desktop. On Windows the copied block looks like the example below. The paths are an example for a user named you; the card fills in the real paths of Cashboard on your computer, and the same goes for the examples further down.

{
  "mcpServers": {
    "cashboard": {
      "command": "C:\\Users\\you\\AppData\\Local\\Programs\\Cashboard\\Cashboard.exe",
      "args": [
        "C:\\Users\\you\\AppData\\Local\\Programs\\Cashboard\\resources\\app.asar.unpacked\\out\\main\\mcp-bridge.mjs"
      ],
      "env": {
        "ELECTRON_RUN_AS_NODE": "1"
      }
    }
  }
}

Press Claude Code and run the copied command in a terminal. It adds Cashboard for your user, so every project sees it. The paths are in double quotes, which works in PowerShell, Terminal on macOS and Linux shells.

claude mcp add --scope user --transport stdio --env ELECTRON_RUN_AS_NODE=1 cashboard -- "C:\Users\you\AppData\Local\Programs\Cashboard\Cashboard.exe" "C:\Users\you\AppData\Local\Programs\Cashboard\resources\app.asar.unpacked\out\main\mcp-bridge.mjs"

If a path holds a double quote, a dollar sign or a backtick, the card says the command cannot be written safely for every shell. Move Cashboard to a folder whose path has none of those, or type the command by hand with the quoting your shell needs.

Press Codex and add the copied table to ~/.codex/config.toml (on Windows, .codex\config.toml in your user folder). Paths are written as TOML literal strings in single quotes, so Windows backslashes stay as they are. Restart Codex after saving.

[mcp_servers.cashboard]
command = 'C:\Users\you\AppData\Local\Programs\Cashboard\Cashboard.exe'
args = ['C:\Users\you\AppData\Local\Programs\Cashboard\resources\app.asar.unpacked\out\main\mcp-bridge.mjs']

[mcp_servers.cashboard.env]
ELECTRON_RUN_AS_NODE = "1"

Press Cursor and add the copied cashboard entry to the mcpServers section of ~/.cursor/mcp.json, then restart Cursor. The block has the same shape as the Claude Desktop one. If the file does not exist yet, the copied block is the whole file.

The first time an agent connects, Cashboard shows a card that reads <name> wants to read your Cashboard boards. The name is the one the agent reports, and Cashboard cannot verify it, so allow it only when you have just connected that agent yourself.

• Read public board data is on and cannot be turned off.
• Read private board data is off. Turning it on shows a warning that this data goes to the model the agent uses.
• Propose changes (asks you to approve each plan) is on. Every plan still waits for your approval.
• All boards or Only some boards picks which boards the agent may see.
• Allow saves the choice for that name. Deny refuses that name for the rest of the session, until you press Allow again in the Agents (MCP) card.

Saved choices are listed in the Agents (MCP) card with a Revoke button. The approval card and scopes covers each choice in more detail.