Zed

A context server that happens to be your ledger

Zed calls them context servers and keeps them in settings.json. One with no header of its own gets the consent flow.

Server URL: https://app.orla.finance/api/mcp/personal

Setup

A context server with nothing but its address

A few lines of JSON, and Zed does the sign-in in your browser.

The steps

Open settings: The command palette, then zed: open settings.
Add the server: Under context_servers, with the address and nothing else. An entry with a header of its own does not get the consent flow, so leave headers out.
Sign in: Zed opens Orla's consent page on the first call.

settings.json

{
  "context_servers": {
    "orla": {
      "url": "https://app.orla.finance/api/mcp/personal"
    }
  }
}

After npx orla-cli login, a local bridge is the same key with "command": "npx", "args": ["-y", "orla-cli", "mcp"] and no url at all.

If the menus have moved, Zed's MCP documentation is current for the client itself.

What to ask

Every figure comes from your own books, and is recomputed each time you ask.

Consent page, in Claude

You tick which spaces the client may reach, and one row in the app revokes it later. Card numbers and IBANs stay masked unless you switch that on.

The boundary

An agent that pays is a different connection, with its own wallet and its own limits.

What it cannot do: Pay anyone. The payment tools are not in the list it is given, and are refused by name if asked.
What it costs: Nothing, and it takes none of the agent seats in your plan. Reading is unmetered; what it records comes out of your plan's monthly allowance of agent writes, and the free plan has a small one.

Other clients

Claude →: A custom connector in Settings, nothing to install.
Claude Code →: One command in the terminal, then /mcp to sign in.
Cursor →: One entry in mcp.json, globally or in the repository.
VS Code →: One entry under servers, or one code --add-mcp line.
Windsurf →: One entry with serverUrl in the Codeium config.
Terminal →: The CLI itself, and a stdio bridge for clients without HTTP.
Any agent →: A skill file the agent reads itself: one install, every client.

Thirty minutes: we connect an account, drop a real bill in, and close a month together.