Baselane MCP

A Model Context Protocol server that gives AI assistants access to your Baselane account: properties, transactions, cash flow, leases, tenants, owner statements, plus selected write operations (categorize transactions, manage payees, auto-tag rules, recurring payments, and more).

1. Enroll

Create a personal bearer token tied to your Baselane login.

Start enrollment →

Your password is encrypted at rest and used only to maintain a Baselane browser session on your behalf. You'll need your Baselane email, password, and (if your account has MFA enabled) a 6-digit code from your email.

2. Configure your client

Two ways to connect:

claude.ai (web) — OAuth (recommended)

Settings → Connectors → Add custom connector. Paste this URL — claude.ai discovers OAuth, walks you through Baselane sign-in, and finishes without you ever copying a token:

https://baselane.nlma.io/mcp

Manual bearer token

Or enroll above first, then paste the token into your client. Replace YOUR_TOKEN below with the bearer you received.

https://baselane.nlma.io/mcp?token=YOUR_TOKEN

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "baselane": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://baselane.nlma.io/mcp",
        "--header",
        "Authorization:Bearer YOUR_TOKEN"
      ]
    }
  }
}

Claude Code (CLI)

claude mcp add baselane --scope user --transport http https://baselane.nlma.io/mcp \
  --header "Authorization:Bearer YOUR_TOKEN"

Cursor

Edit ~/.cursor/mcp.json:

{
  "mcpServers": {
    "baselane": {
      "url": "https://baselane.nlma.io/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Any other MCP client

The server speaks Streamable HTTP MCP at POST https://baselane.nlma.io/mcp. Authenticate with either:

Authorization: Bearer YOUR_TOKEN request header, or
?token=YOUR_TOKEN query parameter (convenient for clients that only accept a URL).

Available tools

Over 70 read + write tools across banking, transactions, properties, leases, tenants, cash flow, owner statements, auto-tag rules, recurring payments, transfers, tax entities, and more. Your AI assistant will list them on connection.

Collaborator accounts: if the Baselane account you're enrolling has Limited banking access (set by the workspace owner in Settings → Members), money-movement, card, and sub-account tools will return requires_standard_access instead of executing. Read and bookkeeping tools work either way. Workspace owners always have full access.