Mintline

Name: Mintline
Author: mintlineai

@mintlineai

代码仓库

关于 Mintline

MCP Server

#finance #receipts #banking #expense-tracking #bookkeeping #accounting #transactions #ai-assistant

基本信息

分类

金融与商务

运行时

node

传输方式

stdio

发布者

mintlineai

提交者

Nikolai Onken

配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "mintline": {
      "command": "npx",
      "args": [
        "-y",
        "@mintline/mcp"
      ],
      "env": {
        "MINTLINE_API_KEY": "your_api_key_here"
      }
    }
  }
}

工具

List 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.

概览

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

FAQ from Mintline

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.

How do I get a Mintline API key?

Create an API key at 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. 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.