• LOGGING
  • CORRECTION
  • ACCURACY
  • HUMAN

How to log sales and expenses with your AI

Connect Treinta to your AI client once. After that, you can manage your business ledger through simple chat commands.

Ask AI about this page

Short answer

How do I log sales and expenses with my AI?

Tell your AI client to record a transaction, and it will add the entry to Treinta immediately. You can also tell it to remove a mistake if you entered something wrong. This keeps your daily totals accurate without manual data entry.

The results.

What your ledger looks like now.

The AI handles the data entry so you can focus on your customers.

LOGGING

Instant transaction entry

The AI adds sales or costs to your Treinta account based on your chat. Your ledger stays current in real time.

CORRECTION

Fixing ledger errors

If you mistyped an amount or a product, tell your agent to remove it. It wipes the incorrect entry from Treinta.

ACCURACY

Clean business books

By using the AI to manage entries, you avoid the math errors common with manual typing. Your totals remain reliable.

HUMAN

Reviewing the totals

The AI performs the entries, but you decide when a transaction is valid. You remain the final authority on your business math.

The workflow

What your AI does when you report a transaction.

The AI translates your natural language into specific ledger actions.

  1. Record new entries

    When you mention a sale or a purchase, the AI creates the record in your Treinta account.

    create_transaction

  2. Remove mistakes

    If you realize an entry is wrong, the AI finds and deletes that specific transaction.

    delete_transaction

  3. Verify details

    The AI checks the information you provided to ensure the transaction is formatted correctly for Treinta.

    create_transaction

  4. Confirm completion

    Once the action is finished, the AI tells you the entry is live in your ledger.

    create_transactiondelete_transaction

Try it

Copy these to start.

Use these lines to trigger actions in Treinta.

Starting points

Swap out the bracketed info with your actual sales or expense details.

Treinta App Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ky007T4Q3dbXeRQfCwZx5Mk4kBIPqvnPi3wgZiAH/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Treinta App capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "treinta-app-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ky007T4Q3dbXeRQfCwZx5Mk4kBIPqvnPi3wgZiAH/mcp"
    }
  }
}
Copy into chat04

  • Log a sale of 500 pesos for a coffee in Treinta.

  • I just spent 1200 pesos on supplies, add this expense to Treinta.

  • Delete the last transaction I added to Treinta, I entered the wrong amount.

  • Record a new sale for 300 pesos for a sandwich.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Treinta once, then ask.

Follow the link to link your account. Your credentials stay encrypted, and you can start chatting with your AI immediately.

Connect Treinta to your AI

FAQ

How the Treinta Connector behaves

  • 01

    Can the AI change the amount of an existing transaction?

    No. The AI can only create new transactions or delete existing ones. To change an amount, you must tell it to delete the wrong entry and then create a new, correct one.

  • 02

    Will the AI delete my entire ledger?

    No. The AI only deletes specific transactions that you explicitly tell it to remove.

  • 03

    Does the AI handle my bank reconciliations?

    No. The AI only manages the transactions you tell it to record or delete in Treinta.

  • 04

    Can I use this with any AI?

    You can use it with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Do I need to open the Treinta app every time?

    No. Once connected, you can perform all these actions directly through your AI chat interface.

  • More questions about Treinta? The Connector page answers them. See everything the Treinta Connector can do

Connect Treinta App to Claude, Cursor, ChatGPT & more