Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Mintline MCP ServerShow me my unmatched receipts"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Mintline MCP Server
Connect AI assistants to your Mintline receipts and transactions via the Model Context Protocol.
Installation
Setup
1. Get your API key
Create an API key at mintline.ai/app/settings/api-keys
2. Configure Claude Desktop
Add to your ~/.claude/claude_desktop_config.json:
3. Restart Claude Desktop
The Mintline tools will now be available.
Available Tools
Tool | Description |
| Search and filter receipts by vendor, status |
| Get receipt details with line items |
| Search and filter bank transactions |
| Get transaction details |
| List uploaded bank statements |
| View proposed receipt-transaction matches |
| Confirm a proposed match |
| Reject a proposed match |
Example Prompts
"Show me my unmatched receipts"
"Find receipts from Amazon"
"What transactions need matching?"
"Confirm the top match"
"Show details for receipt rcpt_01abc123"
Environment Variables
Variable | Required | Description |
| Yes | Your Mintline API key |
| No | API URL (default: https://api.mintline.ai) |
Development
License
MIT