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 "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
npm install -g @mintline/mcpSetup
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:
{
"mcpServers": {
"mintline": {
"command": "mintline-mcp",
"env": {
"MINTLINE_API_KEY": "ml_live_your_api_key_here"
}
}
}
}3. Restart Claude Desktop
The Mintline tools will now be available.
Available Tools
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
Example Prompts
Receipts & Transactions
"Show me my unmatched receipts"
"Find receipts from Amazon"
"List transactions from my Chase statement"
"Show details for receipt rcpt_01abc123"
Matching
"What matches need my review?"
"Confirm the top match"
"Reject match mtch_01xyz789 - wrong vendor"
Analytics
"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?"
Environment Variables
Variable | Required | Description |
| Yes | Your Mintline API key |
| No | API URL (default: https://api.mintline.ai) |
Development
git clone https://github.com/mintlineai/mintline-mcp.git
cd mintline-mcp
npm install
# Run locally
MINTLINE_API_KEY=ml_live_... node src/index.jsLicense
MIT