The Mintline MCP Server connects AI assistants to Mintline financial data for expense tracking and reconciliation.

Core Capabilities:

Receipt Management - List and search receipts by vendor name, date range, or match status (matched/unmatched/hidden); view detailed receipt information including line items and associated transactions

Transaction Management - List and search bank transactions by description, match status, or bank statement; view detailed transaction information; list uploaded bank statements

Matching & Reconciliation - Review proposed matches between receipts and transactions; confirm matches to permanently link them or reject with optional reasons; get summaries of unmatched receipts, transactions without receipts, and pending matches needing review

Spending Analytics - Generate spending summaries grouped by total, vendor, month, week, or day with optional date range and vendor filters; identify top vendors by spending; track monthly spending trends over time (default 6 months)

1. Click on "Install Server".

2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.

3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Mintline MCP Server Show 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.