diff --git a/README.md b/README.md index dada40c..b7e0acc 100644 --- a/README.md +++ b/README.md @@ -67,7 +67,8 @@ books dir with the MCP server registered for it, and starts the agent): curl -fsSL https://wanderbooks.ai/install.sh | sh -s -- ~/Books/Acme ``` -Already installed: `wanderbooks new ~/Books/Acme`. In a books dir, `just` +Already installed: `wanderbooks new ~/Books/Acme` (add `--codex` to keep the +books with Codex instead of Claude Code). In a books dir, `just` lists the shortcuts (`just gui`, `just agent`, `just backup`). ## Layout diff --git a/crates/ledger-cli/src/main.rs b/crates/ledger-cli/src/main.rs index fcf2cbd..4472aec 100644 --- a/crates/ledger-cli/src/main.rs +++ b/crates/ledger-cli/src/main.rs @@ -2,7 +2,7 @@ //! bookkeeper. //! //! ```text -//! wanderbooks new [DIR] [--force] [--no-start] (alias: init) +//! wanderbooks new [DIR] [--codex] [--force] [--no-start] (alias: init) //! wanderbooks gui [DIR] //! ``` //! @@ -18,7 +18,8 @@ //! without `claude mcp add` or a prompt. //! 4. `git init`s the directory (its history is the archive) and commits. //! 5. Starts `claude` in the directory with the onboarding prompt, unless -//! `--no-start` or there's no terminal. +//! `--no-start` or there's no terminal. With `--codex`, registers the +//! server with Codex (as `wanderbooks-`) and starts Codex. use std::env; use std::fs; @@ -47,10 +48,18 @@ set shell := ["bash", "-cu"] default: @just --list -# Start a bookkeeping session with the agent +# Start a bookkeeping session with the agent (Claude Code) agent: claude +# Start a bookkeeping session in Codex (run `just codex-setup` once first) +codex: + codex + +# Register these books' MCP server with Codex (once per machine) +codex-setup: + codex mcp add "@@CODEX_NAME@@" -- "@@LEDGER_MCP@@" --data-dir "{{justfile_directory()}}/books-data" + # Open the live, read-only view of these books gui: "@@LEDGER_GUI@@" --data-dir books-data --books-toml wanderbooks.toml @@ -202,7 +211,7 @@ exports/ const START_PROMPT: &str = "Hi! These are brand-new books. Please set them up with me."; fn print_usage() { - eprintln!("usage: wanderbooks new [DIR] [--force] [--no-start]"); + eprintln!("usage: wanderbooks new [DIR] [--codex] [--force] [--no-start]"); eprintln!(" wanderbooks gui [DIR]"); eprintln!(); eprintln!(" new make a books directory and start the agent in it (alias: init)"); @@ -210,6 +219,7 @@ fn print_usage() { eprintln!(" DIR the books directory (default: current directory)"); eprintln!(" --force rewrite the scaffold in an existing books directory"); eprintln!(" --no-start don't start the agent afterwards"); + eprintln!(" --codex keep the books with Codex instead of Claude Code"); } /// A binary next to this one (cargo installs them side by side), else on @@ -380,6 +390,8 @@ fn scaffold( } let justfile = JUSTFILE .replace("@@LEDGER_GUI@@", &ledger_gui.to_string_lossy()) + .replace("@@LEDGER_MCP@@", &ledger_mcp.to_string_lossy()) + .replace("@@CODEX_NAME@@", &codex_name(&dir)) .replace("@@REPO_URL@@", REPO_URL); let mut files: Vec<(&str, String)> = vec![ ("justfile", justfile), @@ -411,43 +423,115 @@ fn is_terminal() -> bool { std::io::stdin().is_terminal() && std::io::stdout().is_terminal() } -/// Replace this process with `claude` in the books dir, onboarding. -fn start_agent(dir: &Path) -> Result<(), String> { - let Some(claude) = find_binary("claude") else { +/// Which agent keeps the books. +#[derive(Clone, Copy, PartialEq, Eq)] +enum Agent { + Claude, + Codex, +} + +impl Agent { + fn binary(self) -> &'static str { + match self { + Agent::Claude => "claude", + Agent::Codex => "codex", + } + } +} + +/// Codex keeps MCP servers in one global config, so each books dir gets +/// its own server name: `wanderbooks-`. +fn codex_name(dir: &Path) -> String { + let base: String = dir + .file_name() + .map(|n| n.to_string_lossy().to_lowercase()) + .unwrap_or_default() + .chars() + .map(|c| if c.is_ascii_alphanumeric() { c } else { '-' }) + .collect(); + let base = base.trim_matches('-'); + if base.is_empty() { + "wanderbooks".to_string() + } else { + format!("wanderbooks-{base}") + } +} + +/// Register this books dir's MCP server with Codex. +fn codex_register(dir: &Path, ledger_mcp: &Path) -> Result<(), String> { + let Some(codex) = find_binary("codex") else { + return Err("Codex isn't installed: https://developers.openai.com/codex".into()); + }; + let name = codex_name(dir); + let ok = Command::new(codex) + .args(["mcp", "add", &name, "--"]) + .arg(ledger_mcp) + .arg("--data-dir") + .arg(dir.join("books-data")) + .status() + .map_err(|e| format!("can't run codex: {e}"))? + .success(); + if ok { + println!("Registered the books with Codex as MCP server {name:?}."); + Ok(()) + } else { + Err(format!("codex mcp add {name} failed")) + } +} + +/// Replace this process with the agent in the books dir, onboarding. +fn start_agent(dir: &Path, agent: Agent) -> Result<(), String> { + let Some(bin) = find_binary(agent.binary()) else { println!( - "Claude Code isn't installed. Install it, then run `claude` in {}.", + "{} isn't installed. Install it, then run `{}` in {}.", + if agent == Agent::Claude { + "Claude Code" + } else { + "Codex" + }, + agent.binary(), dir.display() ); return Ok(()); }; println!("Starting your bookkeeper…"); - let mut cmd = Command::new(claude); + let mut cmd = Command::new(bin); cmd.arg(START_PROMPT).current_dir(dir); #[cfg(unix)] { use std::os::unix::process::CommandExt; let err = cmd.exec(); - Err(format!("can't start claude: {err}")) + Err(format!("can't start {}: {err}", agent.binary())) } #[cfg(not(unix))] { cmd.status() - .map_err(|e| format!("can't start claude: {e}"))?; + .map_err(|e| format!("can't start {}: {e}", agent.binary()))?; Ok(()) } } -fn new(dir: &Path, force: bool, start: bool) -> Result<(), String> { +fn new(dir: &Path, force: bool, start: bool, agent: Agent) -> Result<(), String> { let (ledger_mcp, ledger_gui) = binaries()?; let dir = scaffold(dir, force, &ledger_mcp, &ledger_gui)?; + if agent == Agent::Codex { + codex_register(&dir, &ledger_mcp)?; + } println!("Books ready in {}", dir.display()); println!(" just gui the live, read-only view of the books"); - println!(" just agent a session with your bookkeeper"); + println!( + " just {} a session with your bookkeeper", + if agent == Agent::Codex { + "codex" + } else { + "agent" + } + ); println!(" just backup commit the journal"); if start && is_terminal() { - start_agent(&dir)?; + start_agent(&dir, agent)?; } else { - println!("Next: cd {} && claude", dir.display()); + println!("Next: cd {} && {}", dir.display(), agent.binary()); } Ok(()) } @@ -473,6 +557,7 @@ fn main() { let mut dir: Option = None; let mut force = false; let mut start = true; + let mut agent = Agent::Claude; let mut cmd: Option = None; for arg in env::args().skip(1) { match arg.as_str() { @@ -482,6 +567,7 @@ fn main() { } "--force" => force = true, "--no-start" => start = false, + "--codex" => agent = Agent::Codex, s if s.starts_with('-') => { eprintln!("unknown flag: {s}"); print_usage(); @@ -498,7 +584,7 @@ fn main() { } let dir = dir.unwrap_or_else(|| PathBuf::from(".")); let result = match cmd.as_deref() { - Some("new") | Some("init") => new(&dir, force, start), + Some("new") | Some("init") => new(&dir, force, start, agent), Some("gui") => gui(&dir), _ => { print_usage(); diff --git a/crates/ledger-cli/tests/init.rs b/crates/ledger-cli/tests/init.rs index 33ed2fa..65618f9 100644 --- a/crates/ledger-cli/tests/init.rs +++ b/crates/ledger-cli/tests/init.rs @@ -173,3 +173,37 @@ fn init_is_an_alias_and_respects_an_existing_repo() { assert!(ok, "{out}"); assert!(books.join("wanderbooks.toml").exists()); } + +#[test] +fn codex_gets_its_own_named_server() { + let tmp = tempfile::tempdir().unwrap(); + let bin = fake_bins(tmp.path()); + let log = tmp.path().join("codex-args"); + // A stand-in codex that records how it was called. + fs::write( + bin.join("codex"), + format!("#!/bin/sh\necho \"$@\" > {}\n", log.display()), + ) + .unwrap(); + use std::os::unix::fs::PermissionsExt; + fs::set_permissions(bin.join("codex"), fs::Permissions::from_mode(0o755)).unwrap(); + let books = tmp.path().join("Acme Books"); + let (ok, out) = new(tmp.path(), &books, &["--codex"]); + assert!(ok, "{out}"); + let args = fs::read_to_string(&log).unwrap(); + let books = books.canonicalize().unwrap(); + assert!( + args.starts_with("mcp add wanderbooks-acme-books -- "), + "{args}" + ); + assert!( + args.trim_end().ends_with(&format!( + "--data-dir {}", + books.join("books-data").display() + )), + "{args}" + ); + let just = fs::read_to_string(books.join("justfile")).unwrap(); + assert!(just.contains("codex mcp add \"wanderbooks-acme-books\"")); + assert!(out.contains("just codex"), "{out}"); +} diff --git a/site/index.html b/site/index.html index 3a71f10..5c6dcf5 100644 --- a/site/index.html +++ b/site/index.html @@ -3,11 +3,11 @@ -wanderbooks — own your books, hire an AI bookkeeper - +wanderbooks — turn Claude or Codex into a full bookkeeping system, free + - - + + @@ -53,6 +53,13 @@ h1 { font-size: clamp(38px, 6vw, 62px); line-height: 1.04; letter-spacing: -0.03 .copy { flex: none; background: #2a2b30; color: #ececee; border: 0; border-radius: 8px; padding: 7px 12px; font: 500 13px Inter, sans-serif; cursor: pointer; } .copy:hover { background: #3a3b42; } .note { color: var(--faint); font-size: 14px; margin-top: 12px; } +.equation { display: grid; grid-template-columns: 1fr auto 1fr auto 1.3fr; gap: 12px; align-items: stretch; margin: 0 0 26px; } +.equation .term { background: var(--surface); border: 1px solid var(--border); border-radius: 12px; padding: 14px 16px; } +.equation .term.result { border-color: var(--accent); background: var(--accent-soft); } +.equation .t { font-weight: 600; font-size: 16px; line-height: 1.3; } +.equation .d { color: var(--muted); font-size: 13.5px; margin-top: 4px; line-height: 1.4; } +.equation .op { align-self: center; color: var(--faint); font-size: 26px; font-weight: 300; } +@media (max-width: 760px) { .equation { grid-template-columns: 1fr; } .equation .op { justify-self: center; line-height: 1; } } .shot { margin: 40px 0 8px; border-radius: 14px; border: 1px solid var(--border); overflow: hidden; box-shadow: 0 24px 60px -24px rgba(0,0,0,.25); background: var(--surface); } .shot img { display: block; width: 100%; height: auto; } .shot.dark { display: none; } @@ -118,15 +125,22 @@ footer { padding: 72px 0 48px; color: var(--faint); font-size: 14px; display: fl
-
Stop renting your books
-

Own your books. Hire an AI bookkeeper.

-

wanderbooks is real double-entry accounting that lives in a folder you own, kept by an AI bookkeeper you talk to. It finds your receipts, records and categorizes everything, fixes its mistakes the way an accountant would, and hands your CPA a clean package. No subscription. No lock-in. Every number traceable to its receipt.

+
Free and open source
+

Turn Claude or Codex into a full bookkeeping system.

+

wanderbooks is a free accounting engine your AI connects to. Plug it into Claude Code or Codex, the AI you already use, and you have complete double-entry books: it finds your receipts, records and categorizes everything, fixes mistakes the way an accountant would, and hands your CPA a clean package. No subscription. No account. Nothing to buy. Your books live in a folder you own.

+
+
Claude Code or Codex
the AI you already use
+
+
+
wanderbooks
free, open source, an MCP server
+
=
+
A complete bookkeeping system
books, receipts, statements, taxes, your CPA's package
+
$ curl -fsSL https://wanderbooks.ai/install.sh | sh -s -- ~/Books/YourCompany
-

One line installs everything, makes your books, and starts your bookkeeper. Linux and macOS; Windows via WSL2. Free and open source; you bring Claude.

+

One line installs everything, makes your books, and starts your bookkeeper in Claude Code. Using Codex? Add --codex to the end. Linux and macOS; Windows via WSL2.

The wanderbooks overview: cash, what you owe, spending, revenue, runway, a cash chart, and what needs attention
@@ -135,7 +149,7 @@ footer { padding: 72px 0 48px; color: var(--faint); font-size: 14px; display: fl

Just ask.

-

Your bookkeeper is Claude, working through an accounting engine that won't let it be wrong. Talk to it the way you'd talk to a good bookkeeper. It does the work, shows you the result, and waits for your OK before anything is posted.

+

Your bookkeeper is the AI you already use, working through an accounting engine that won't let it be wrong. Talk to it the way you'd talk to a good bookkeeper. It does the work, shows you the result, and waits for your OK before anything is posted.

Find the receipt for the $106.38 Apple charge in my email and record it.

Searches your inbox, files the receipt as a PDF, drafts the entry with the right accounts, and shows you the preview.

Here's last month's bank export. Categorize everything.

Imports the transactions as drafts, proposes an account for each from how you've booked them before, and asks about the ones it isn't sure of.

@@ -155,7 +169,7 @@ footer { padding: 72px 0 48px; color: var(--faint); font-size: 14px; display: fl - + @@ -241,10 +255,11 @@ footer { padding: 72px 0 48px; color: var(--faint); font-size: 14px; display: fl

Questions

-
What does it cost?

wanderbooks is free and open source (MIT or Apache-2.0). Your bookkeeper is Claude, through Claude Code, which comes with a Claude Pro or Max plan or runs on API credits.

+
What does it cost?

Nothing. wanderbooks is free and open source (MIT or Apache-2.0), with no account and no subscription. The bookkeeper is the AI you already use: Claude Code (included with Claude Pro and Max, or on API credits) or Codex (included with ChatGPT plans, or on API credits). There's nothing else to buy.

+
Wait, what's an MCP server?

MCP is the standard way AI tools like Claude Code and Codex plug into other software. wanderbooks is an accounting engine that speaks it: your AI calls its tools to draft entries, attach receipts, and run reports, and the engine enforces the accounting rules. The one-line installer sets it up; you never have to touch it.

Do I need to be technical?

You need to paste one command into a terminal, once. After that you talk to your bookkeeper in plain English and read your books in the desktop app.

-
How does it find my receipts?

Connect your email to Claude (an email connector like Gmail's, or the Claude browser extension with your mail open) and ask. It searches for the vendor and amount, files one clean PDF per receipt, and attaches it to the entry. It asks before downloading anything, and it never types passwords or account numbers.

-
Where's my data, and what does the AI see?

Your books are files on your computer: a journal, your receipts, and a settings file, in a git repository you control. Nothing is uploaded to wanderbooks; there is no wanderbooks server. What your bookkeeper reads to help you goes to Anthropic like any Claude conversation.

+
How does it find my receipts?

Give your AI access to your email (in Claude, an email connector like Gmail's or the Claude browser extension with your mail open) and ask. It searches for the vendor and amount, files one clean PDF per receipt, and attaches it to the entry. It asks before downloading anything, and it never types passwords or account numbers.

+
Where's my data, and what does the AI see?

Your books are files on your computer: a journal, your receipts, and a settings file, in a git repository you control. Nothing is uploaded to wanderbooks; there is no wanderbooks server. What your bookkeeper reads to help you goes to your AI provider (Anthropic or OpenAI), like any other conversation with it.

What if the AI gets something wrong?

Every posting is previewed before it happens. If something slips through, it's corrected the way accountants do it, with a reversing entry, so the mistake and the fix are both on the record. The engine itself refuses anything that doesn't balance, anything without a required receipt, and anything in a closed period.

Is this real accounting, or a spreadsheet with an AI on top?

Real double-entry accounting, with the rules enforced in code: exact decimal money, balanced entries, immutable posting, closes, depreciation, accrual or cash basis. Its statements are tested against hand-computed numbers, golden files, and property tests.

Can I bring my history from QuickBooks or a spreadsheet?

Yes. Export your chart of accounts, journal, and reports, and ask your bookkeeper to move you over. It rebuilds the history and compares every statement against the old system, to the cent, before calling it done. Keep the old system read-only until you've closed a month in wanderbooks.

wanderbooksQuickBooks Online
Where your books liveA folder on your computer, under git. Plain, documented files.Intuit's servers. You get access while you pay.
What it costsNothing. Open source, forever. You bring your Claude plan.A monthly subscription per company, and the price keeps rising.
What it costsNothing. Free and open source, forever. It runs on the Claude or ChatGPT plan you already have.A monthly subscription per company, and the price keeps rising.
Who does the bookkeepingAn AI bookkeeper: receipts, entries, categories, fixes, closes.You do, in screens and forms. Or you pay someone.
ReceiptsRequired over a threshold you set, enforced on every entry, shown right beside it.Optional attachments.
Audit trailEvery change is a hash-chained event; nothing is ever edited or erased.An audit log inside their app.