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)
Click on "Deploy 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 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.
Connect AI assistants to your Mintline receipts and transactions via the Model Context Protocol.
npm install -g @mintline/mcpRelated MCP server: bank-mcp
Create an API key at mintline.ai/app/settings/api-keys
Add to your ~/.claude/claude_desktop_config.json:
{
"mcpServers": {
"mintline": {
"command": "mintline-mcp",
"env": {
"MINTLINE_API_KEY": "ml_live_your_api_key_here"
}
}
}
}The Mintline tools will now be available.
Tools are loaded dynamically from the Mintline API and stay automatically in sync.
View all available tools:
Documentation: mintline.ai/docs/mcp
CLI: npx @mintline/mcp --list-tools
"Show me my unmatched receipts"
"Find receipts from Amazon"
"List transactions from my Chase statement"
"Show details for receipt rcpt_01abc123"
"What matches need my review?"
"Confirm the top match"
"Reject match mtch_01xyz789 - wrong vendor"
"How much did I spend this month?"
"What are my top vendors by spending?"
"Show me spending trends for the last 6 months"
"Break down my spending by week"
"How much did I spend at AWS last quarter?"
"What needs my attention?" (shows unmatched items)
"Do I have any large transactions without receipts?"
Variable | Required | Description |
| Yes | Your Mintline API key |
| No | API URL (default: https://api.mintline.ai) |
git clone https://github.com/mintlineai/mintline-mcp.git
cd mintline-mcp
npm install
# Run locally
MINTLINE_API_KEY=ml_live_... node src/index.jsMIT
Confirm match. Confirm a proposed match between a receipt and transaction. This action is billable and counts toward your plan usage.
Inputs: id (required).
Confirm multiple matches. Confirm multiple proposed matches at once. Useful for batch-confirming all proposed matches for a statement.
Inputs: ids (required).
Create export. Create a new export job. The export will be processed asynchronously. Poll the job status or use webhooks to know when it's ready.
Inputs: statementId (required), includeUnmatched (required).
Create tag. Create a new tag.
Inputs: name (required), color.
Delete receipt. Permanently delete a receipt. This cannot be undone.
Inputs: id (required).
Delete tag. Delete a tag and remove it from all tagged items.
Inputs: id (required).
Get export. Retrieve export job status and download URL. The download URL is a signed S3 URL that expires in 1 hour.
Inputs: id (required).
Get receipt. Retrieve a single receipt by ID with full details including line items and matched transaction.
Inputs: id (required).
Get statement. Retrieve a single statement with summary information.
Inputs: id (required).
Get statement match stats. Get matching statistics for a statement — how many transactions are matched, unmatched, etc.
Inputs: id (required).
Get statement transactions. Retrieve all transactions for a specific statement.
Inputs: id (required).
Get transaction. Retrieve a single transaction by ID with full details.
Inputs: id (required).
Get matches for transaction. Get all match candidates (proposed + confirmed) for a specific transaction with receipt details and confidence scores.
Inputs: transactionId (required).
Hide receipt. Hide a receipt from matching and default views. Hidden receipts can be restored.
Inputs: id (required).
Hide statement. Hide a bank statement from the default view. Hidden statements can be unhidden later.
Inputs: id (required).
Hide transaction. Hide a transaction from matching and default views.
Inputs: id (required).
List exports. Retrieve a list of export jobs.
Inputs: limit (required), offset (required).
List matches. Retrieve match candidates between receipts and transactions. Use this to review proposed matches or see confirmed/rejected history.
Inputs: limit (required), offset (required), status, minConfidence.
List receipts. Retrieve a paginated list of receipts with optional filtering and sorting.
Inputs: limit (required), offset (required), order (required), search, +2 more.
List skip reasons. Get available skip reasons (bank fee, salary, tax, etc.).
Inputs: no named parameters.
List statements. Retrieve a list of uploaded bank statements.
Inputs: limit (required), offset (required).
List tags. Retrieve all tags for the authenticated user.
Inputs: no named parameters.
List transactions. Retrieve a paginated list of bank transactions.
Inputs: limit (required), offset (required), search, statementId, +1 more.
Manual match. Manually create and confirm a match between a transaction and receipt when there is no proposed match.
Inputs: transactionId (required), receiptId (required).
Reject match. Reject a proposed match. The receipt and transaction won't be suggested as a match again.
Inputs: id (required), reason.
Search receipts by amount and date. Search for receipts matching an amount range and/or date range. Useful for finding potential matches for unmatched transactions.
Inputs: minAmount, maxAmount, dateFrom, dateTo, +3 more.
Skip transaction. Mark a transaction as 'no receipt needed' (e.g. bank fees, salary, tax, internal transfers). Rejects any proposed matches.
Inputs: id (required), reason.
Get spending summary. Get spending summary with flexible grouping by vendor, month, week, or day. Returns totals, averages, and breakdowns for the specified period.
Inputs: groupBy (required), limit (required), dateFrom, dateTo, +1 more.
Get spending trends. Get monthly spending trends for the specified number of months.
Inputs: months (required).
Get top vendors. Get a ranked list of vendors by total spending amount.
Inputs: limit (required).
Unhide receipt. Restore a hidden receipt to active status.
Inputs: id (required).
Unhide statement. Unhide a previously hidden bank statement.
Inputs: id (required).
Unhide transaction. Restore a hidden transaction to active status.
Inputs: id (required).
Get unmatched summary. Get a summary of unmatched receipts and transactions, including action items that need attention.
Inputs: no named parameters.
Unmatch transaction. Undo a confirmed match on a transaction. If within the grace period, usage is reversed.
Inputs: transactionId (required).
Unskip transaction. Undo a skip — mark a transaction as needing a receipt again.
Inputs: id (required).
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 36 tools
Each tool targets a distinct resource and action, with clear pairs like hide/unhide and skip/unskip. Minor potential overlap between list_matches and get_transaction_matches is resolved by their descriptions (one is global, one is transaction-specific).
Most tools consistently use verb_noun snake_case (get_, list_, create_, delete_, hide_, confirm_, reject_, skip_). A few analytics tools (spending_summary, top_vendors) deviate by omitting the verb, which breaks the pattern slightly.
With 36 tools, the set is over the 25+ threshold for 'too many'. Many hide/unhide/status operations for statements, receipts, and transactions add bulk that could be consolidated into fewer parameterized operations.
The core receipt-transaction matching workflow is well covered: listing, matching, confirming, rejecting, skipping, and unmaking matches. Missing update operations for receipts/transactions and statement upload/delete are minor gaps, but the domain surface is largely complete.
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