Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| MINTLINE_API_KEY | Yes | Your Mintline API key | |
| MINTLINE_API_URL | No | API URL (default: https://api.mintline.ai) | https://api.mintline.ai |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_receipts | List receipts with optional filtering. Use this to find receipts by vendor name, date range, or match status. |
| get_receipt | Get detailed information about a specific receipt including line items and matched transaction. |
| list_transactions | List bank transactions with optional filtering. Use this to find transactions by description or match status. |
| get_transaction | Get detailed information about a specific bank transaction. |
| list_statements | List uploaded bank statements. |
| list_matches | List proposed matches between receipts and transactions. Use this to review matches that need confirmation. |
| confirm_match | Confirm a proposed match between a receipt and transaction. This links them together permanently. |
| reject_match | Reject a proposed match. The receipt and transaction will not be suggested as a match again. |
| spending_summary | Get spending summary with flexible grouping. Use this to answer questions like 'How much did I spend this month?' or 'What are my expenses by vendor?' |
| top_vendors | Get top vendors ranked by total spending. Use this to answer 'Who are my biggest vendors?' or 'Where do I spend the most?' |
| spending_trends | Get monthly spending trends over time. Use this to answer 'How has my spending changed?' or 'Show me spending trends' |
| unmatched_summary | Get a summary of items needing attention: unmatched receipts, transactions without receipts, and proposed matches to review. Use this for 'What needs my attention?' or 'Do I have unmatched expenses?' |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |