What runtime or dependencies are required?
Node.js is required to install the npm package and run the server. The README also provides instructions for local development with the source code.
Mintline MCP Server
@mintlineai
Basic information
About Mintline MCP Server
MCP Server
Mintline MCP Server config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"mintline": {
"command": "npx",
"args": [
"-y",
"@mintline/mcp"
],
"env": {
"MINTLINE_API_KEY": "your_api_key_here"
}
}
}
}Mintline MCP Server tools
25List receipts. Retrieve a paginated list of receipts with optional filtering and sorting.
Get receipt. Retrieve a single receipt by ID with full details including line items and matched transaction.
Delete receipt. Permanently delete a receipt. This cannot be undone.
Hide receipt. Hide a receipt from matching and default views. Hidden receipts can be restored.
Unhide receipt. Restore a hidden receipt to active status.
List transactions. Retrieve a paginated list of bank transactions.
Get transaction. Retrieve a single transaction by ID with full details.
Hide transaction. Hide a transaction from matching and default views.
Unhide transaction. Restore a hidden transaction to active status.
List matches. Retrieve match candidates between receipts and transactions. Use this to review proposed matches or see confirmed/rejected history.
Confirm match. Confirm a proposed match between a receipt and transaction. This action is billable and counts toward your plan usage.
Reject match. Reject a proposed match. The receipt and transaction won't be suggested as a match again.
List statements. Retrieve a list of uploaded bank statements.
Get statement. Retrieve a single statement with summary information.
Get statement transactions. Retrieve all transactions for a specific statement.
List tags. Retrieve all tags for the authenticated user.
Create tag. Create a new tag.
Delete tag. Delete a tag and remove it from all tagged items.
List exports. Retrieve a list of export jobs.
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.
Get export. Retrieve export job status and download URL. The download URL is a signed S3 URL that expires in 1 hour.
Get spending summary. Get spending summary with flexible grouping by vendor, month, week, or day. Returns totals, averages, and breakdowns for the specified period.
Get top vendors. Get a ranked list of vendors by total spending amount.
Get spending trends. Get monthly spending trends for the specified number of months.
Get unmatched summary. Get a summary of unmatched receipts and transactions, including action items that need attention.
Overview
What is Mintline?
Mintline MCP Server connects AI assistants to your Mintline receipts and transactions via the Model Context Protocol (MCP). It is for Mintline users who want to query and manage their financial data through natural language conversations with AI.
How to use Mintline?
Install the npm package globally (npm install -g @mintline/mcp), create an API key at mintline.ai/app/settings/api-keys, and configure the server in your Claude Desktop config with the MINTLINE_API_KEY environment variable. Tools are loaded dynamically from the Mintline API and stay automatically in sync.
Key features of Mintline
- Dynamic tool loading synced with the Mintline API
- Search and filter receipts by vendor or status
- View and manage transaction matches
- Query spending analytics and trends
- Confirm or reject match suggestions
Use cases of Mintline
- Find and review unmatched receipts from specific vendors
- List transactions from a particular bank statement
- Review match suggestions and approve or reject them
- Ask “How much did I spend this month?” or get spending breakdowns
- Identify large transactions without receipts
Frequently asked questions
How do I get a Mintline API key?
Create an API key at [mintline.ai/app/settings/api-keys](https://mintline.ai/app/settings/api-keys). It is required and should be set as the `MINTLINE_API_KEY` environment variable.
What tools does Mintline provide?
Tools are loaded dynamically from the Mintline API. You can list them via the CLI command `npx @mintline/mcp --list-tools` or visit the documentation at [mintline.ai/docs/mcp](https://mintline.ai/docs/mcp). Example tools cover receipts, transactions, matching, and analytics.
How do I update the tools or keep them in sync?
Tools are automatically synced with the Mintline API – no manual update step is needed. Simply restart your MCP host (e.g., Claude Desktop) after the server starts.
What are the environment variables and their defaults?
`MINTLINE_API_KEY` is required. `MINTLINE_API_URL` is optional; its default value is `https://api.mintline.ai`.
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