Connect AI assistants like Claude to manage your receipts and bank transactions using natural language. Automatically match receipts to transactions, analyze spending patterns, and review financial data conversationally.
Overview
Mintline MCP Server
Connect AI assistants to your Mintline receipts and transactions via the Model Context Protocol.
Features
- Analytics: Get spending summaries, top vendors, and spending trends
- Receipts & Transactions: Search and filter receipts by vendor, date, or match status
- Matching: View, confirm, or reject proposed receipt-to-transaction matches
Available Tools
| Tool | Description |
|---|---|
| spending_summary | Get spending totals grouped by vendor, month, week, or day |
| top_vendors | Get vendors ranked by total spending |
| spending_trends | Get monthly spending trends over time |
| unmatched_summary | Get action items: unmatched receipts, pending matches, large transactions |
| list_receipts | Search and filter receipts by vendor, date, or match status |
| get_receipt | Get detailed receipt info including line items |
| list_transactions | Search and filter bank transactions |
| list_matches | View proposed receipt-to-transaction matches |
| confirm_match | Confirm a proposed match |
| reject_match | Reject a proposed match with optional reason |
Installation
npm install -g @mintline/mcp
Setup
- Get your API key at mintline.ai/app/settings/api-keys
- Add the server config to your Claude Desktop configuration
- Restart Claude Desktop
Links
Server Config
{
"mcpServers": {
"mintline": {
"command": "npx",
"args": [
"-y",
"@mintline/mcp"
],
"env": {
"MINTLINE_API_KEY": "your_api_key_here"
}
}
}
}