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rivradev

recite-mcp

by rivradev

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
RECITE_HOMENoOverride the default home directory for local ledger/memory files (default: $HOME/.config/recite)
RECITE_API_KEYYesYour Recite API key (required to process receipts; server can start without it but validate_setup will report missing)

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
process_receiptD
process_receipts_batchD
scan_receiptA

Scan a receipt using the Recite API to extract financial data.

Provide exactly one input: file_path, image_url, image_base64, or raw_text.

Args: file_path: Local path to an image. image_url: Publicly accessible URL (must use https). image_base64: Base64-encoded image data. raw_text: Pre-extracted text. auto_save: Auto-create a transaction if successful. Requires project_id. save_threshold: Confidence threshold for auto-saving. project_id: Project UUID. Required if auto_save is True. status: Target status of the transaction. image_type: MIME type hint for the image. idempotency_key: Key to prevent duplicate processing. metadata: Custom key-value data. ephemeral: Process without saving scan records server-side. Cannot be True if auto_save is True.

get_scanD
create_transactionA

Create a transaction in the Recite API.

Required fields: date: Transaction date (YYYY-MM-DD). amount: Monetary amount (use 'amount', not 'total'). transaction_type: One of Expense, Income, Asset, Liability, Equity. category: Category string. payment_method: Payment method string (e.g. "Credit Card").

Optional fields: vendor, description, project_id, metadata, tags.

Note: The local ledger uses 'total' for the same concept. When moving data from local ledger to API transactions, map 'total' -> 'amount'.

list_transactionsD
get_transactionD
update_transactionD
delete_transactionD
import_transactionsA

Import multiple transactions at once.

Provide exactly one data source: transactions (list), csv_text, or csv_file_path.

Args: transactions: List of transaction objects to import. csv_text: Raw CSV string content. csv_file_path: Local path to a CSV file. all_or_nothing: If True, fails the entire import if any transaction fails. project_id: Apply all transactions to this project UUID.

submit_batch_scansA

Submit multiple receipts for asynchronous batch processing.

Args: items: List of 1-20 task items. Each must provide exactly one of file_path, image_url, or image_base64. auto_save: Auto-create transactions for successful scans. save_threshold: Confidence threshold for auto-saving. project_id: Apply all auto-saved transactions to this project UUID. webhook_url: URL to call when batch completes. webhook_secret: HMAC-SHA256 signature secret for the webhook.

get_batch_scan_statusD
get_batch_scan_resultsD
list_projectsD
create_projectD
update_projectD
delete_projectD
get_summaryD
create_webhookA

Create a webhook subscription.

Args: url: Webhook endpoint URL. events: List of event types. Valid values: transaction.created, transaction.updated, transaction.deleted, batch.completed. secret: Optional HMAC-SHA256 signing secret.

list_webhooksD
delete_webhookD
create_ruleA

Create an automation rule.

Args: rule_type: One of: vendor_category, default_project, processing_preference. condition: Condition object (e.g. {"vendor": "Starbucks"}). action: Action object (e.g. {"set_category": "Coffee"}). priority: Optional priority integer (higher = first).

list_rulesD
delete_ruleD
update_ruleA

Partially update a rule. The rule_type cannot be changed.

Args: rule_id: UUID of the rule to update. changes: Fields to update. All are optional: active (bool), priority (int), condition (object, simple rules), action (object, simple rules), conditions (array, transaction_rule), actions (array, transaction_rule), condition_operator ("AND" or "OR", transaction_rule).

get_categoriesA

List all categories: default (17 built-in) and custom user-added ones.

create_categoryA

Add a custom category. Duplicates (case-insensitive) are rejected. Max 100 custom categories.

Args: name: Category name to add.

delete_categoryA

Remove a custom category by name. Default categories cannot be deleted.

Args: name: Exact category name to remove (unencoded).

get_vendorsA

List all custom vendors for the authenticated user.

create_vendorA

Add a custom vendor. Duplicates (case-insensitive) are rejected. Max 500 vendors.

Args: name: Vendor name to add.

delete_vendorA

Remove a custom vendor by name.

Args: name: Exact vendor name to remove (unencoded).

get_usageD
export_transactionsD
upload_bank_statementD
list_bank_statementsD
get_bank_statementD
delete_bank_statementD
export_bank_statementD
list_bank_transactionsD
get_bank_transactionD
update_bank_transactionD
delete_bank_transactionD
create_reconciliation_linkD
list_reconciliation_linksD
update_reconciliation_linkD
delete_reconciliation_linkD
run_auto_matchD
get_reconciliation_summaryD
get_reconciliation_recommendationsD
export_reconciliationD
update_memoryD
list_memoryD
add_ledger_correctionD
summarize_ledgerD
export_ledgerD
get_configD
validate_setupD

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
recite_ledger
recite_memory
recite_health

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