Mintline MCP Server

Connect AI assistants to your Mintline receipts and transactions via the Model Context Protocol.

Installation

npm install -g @mintline/mcp

Setup

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

Receipts & Transactions

Tool	Description
list_receipts	Search and filter receipts by vendor name, date range, or match status
get_receipt	Get detailed receipt info including line items and matched transaction
list_transactions	Search and filter bank transactions by description or status
get_transaction	Get detailed transaction information
list_statements	List uploaded bank statements

Matching

Tool	Description
list_matches	View proposed matches between receipts and transactions
confirm_match	Confirm a proposed match (links receipt to transaction permanently)
reject_match	Reject a proposed match (won't be suggested again)

Analytics

Tool	Description
spending_summary	Get spending totals with flexible grouping (total, vendor, month, week, day)
top_vendors	Get top vendors ranked by total spending
spending_trends	Get monthly spending trends over time
unmatched_summary	Get summary of items needing attention (unmatched receipts, transactions, proposed matches)

Tool Parameters

list_receipts

• search (string) - Search by vendor name
• status (string) - Filter: "all", "matched", "unmatched", "hidden"
• limit (number) - Max results (default: 20)

list_transactions

• search (string) - Search by transaction description
• status (string) - Filter: "all", "matched", "unmatched", "hidden"
• statementId (string) - Filter by bank statement ID
• limit (number) - Max results (default: 20)

list_matches

• status (string) - Filter: "proposed", "confirmed", "rejected" (default: proposed)
• limit (number) - Max results (default: 20)

spending_summary

• groupBy (string) - "total", "vendor", "month", "week", "day" (default: total)
• dateFrom (string) - Start date (YYYY-MM-DD)
• dateTo (string) - End date (YYYY-MM-DD)
• vendorId (string) - Filter by specific vendor
• limit (number) - Max results for grouped queries (default: 20)

top_vendors

• limit (number) - Number of vendors to return (default: 10)

spending_trends

• months (number) - Number of months to include (default: 6)

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
MINTLINE_API_KEY	Yes	Your Mintline API key
MINTLINE_API_URL	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.js

License

MIT