MCP / AI Assistants

Connect AI assistants like Claude to manage your receipts and transactions using natural language.

What is MCP?

The Model Context Protocol (MCP) is an open standard that allows AI assistants to connect to external tools and data sources. With Mintline's MCP server, you can:

•Search and view receipts using natural language
•Review and confirm matches conversationally
•Ask questions about your transactions
•Automate expense management workflows

Setup

1. Get your API key

Create an API key from your account settings. This key allows the MCP server to access your Mintline data.

Create API Key

2. Install the MCP server

Install the Mintline MCP server globally using npm:

Terminal

npm install -g @mintline/mcp

3. Configure Claude Desktop

Add the following to your Claude Desktop configuration file:

macOS: ~/.claude/claude_desktop_config.json

Windows: %APPDATA%\Claude\claude_desktop_config.json

claude_desktop_config.json

{
  "mcpServers": {
    "mintline": {
      "command": "mintline-mcp",
      "env": {
        "MINTLINE_API_KEY": "ml_live_your_api_key_here"
      }
    }
  }
}

Replace ml_live_your_api_key_here with your actual API key.

4. Restart Claude Desktop

Quit and reopen Claude Desktop. The Mintline tools will now be available. You can verify by asking Claude "What Mintline tools do you have access to?"

Available Tools

Analytics

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

Receipts & 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

Matching

list_matches

View proposed receipt-to-transaction matches

confirm_match

Confirm a proposed match

reject_match

Reject a proposed match with optional reason

Example Prompts

Try asking Claude things like:

"How much did I spend this month?"

"What are my top vendors by spending?"

"Show me my spending trends"

"What needs my attention?"

"Find receipts from Amazon this quarter"

"Confirm all matches above 90%"

Troubleshooting

"Mintline tools not available"

Make sure you've restarted Claude Desktop after editing the config file. Check that the config JSON is valid and the API key is correct.

"Authentication failed"

Verify your API key is active in account settings. Keys can be revoked or may have expired.

"Command not found: mintline-mcp"

Make sure the package is installed globally: npm install -g @mintline/mcp

Open Source

The Mintline MCP server is open source. View the code, report issues, or contribute on GitHub.

View on GitHub