Receiptor MCP

How to connect

• get_server_info

  Get information about the Receiptor MCP server

• workspace_get_context

  Get the current workspace context (user, org, role, and effective ownership scope).

• workspace_switch

  Validate a target workspace and switch the active workspace for this MCP OAuth session.

• activity_search

  Search past source activity logs across email, WhatsApp, and uploads. For email sources, this first searches connected providers, then cross-checks matching message IDs against stored activity logs and returns any saved processing reasoning.

• approvals_get

  Get the details of a pending or resolved approval request by ID.

• approvals_approve

  Approve a pending approval request and execute the stored capability input.

• approvals_reject

  Reject a pending approval request without executing the stored capability input.

• documents_search

  Search, filter, and retrieve user's documents. Supports text search, filtering by document type, export status, date ranges, sorting, and semantic similarity. Use documents.count for totals or grouped summaries across all matching documents.

• documents_get

  Retrieve a single document by ID with full details. Returns all extracted fields including merchant info, line items, amounts, file URL, and source.

• documents_update

  Update a single document by ID. Use this for precise corrections to extracted document fields that should not be applied through bulk edit.

• documents_list-duplicates

  List existing duplicate document groups for the current workspace.

• documents_scan-duplicates

  Scan active unresolved documents in the current workspace for likely duplicate groups. Read-only: returns candidate groups and recommended canonical documents without mutating data.

• documents_inspect

  Inspect the original document file (image/PDF) with a vision model and compare visible values against currently stored extracted fields.

• documents_count

  Count documents and aggregate data. Use for spending totals and financial analysis. Supports grouping by merchant, category, date, export status, etc. Gets ALL matching documents.

• documents_bulk-edit

  Bulk edit documents. Supports dry-run preview (default) and execute modes. Preview returns matching documents with proposed changes and available merchants/categories for context.

• documents_resolve-duplicates

  Analyze a selected set of documents as possible duplicates. Use dryRun=true (default) to preview the recommended canonical/master document first. Use dryRun=false with masterId to apply the duplicate grouping and archive the non-master duplicates.

• documents_delete

  Soft-delete a document (receipt, invoice, etc.). The document is archived and can be recovered. Also archives any duplicate documents and cleans up cross-references.

• documents_unarchive

  Restore a previously archived document so it is active again.

• currency_convert

  Convert amounts between different currencies. Uses current rates by default, or historical rates for a specific date.

• integrations_list

  List available integrations for the user. Can filter by category (email, accounting, storage, social, banking) and status. Returns integration IDs needed for sendToIntegration, reconcileWithIntegration, and other operations.

• integrations_send

  Send a document (receipt/invoice) to a supported accounting integration (Xero or QuickBooks). Requires integrationId. targetId is required for Xero/QuickBooks. Set dryRun=true (default) to preview, dryRun=false to queue for sending.

• integrations_reconcile

  Reconcile a document (receipt/invoice) with a supported banking integration such as Mercury. Requires integrationId. targetId is optional for Mercury. Set dryRun=true (default) to preview, dryRun=false to queue for reconciliation.

• integrations_unlink

  Unlink a document from an integration (supports Xero and QuickBooks). Set dryRun=true (default) to preview, including invoice details and orphaned attachments. Set dryRun=false to execute. This action is IRREVERSIBLE.

• rules_list

  List automation rules for the user. In Receiptor, rules, automations, and workflows refer to the same concept. Shows rule information including name, status, trigger type, and execution stats.

• rules_execute

  Create an automation rule from a natural language description. In Receiptor, rules, automations, and workflows refer to the same concept. Approval includes the generated rule details before creation.

• rules_delete

  Delete an automation rule permanently. Use this when a rule, automation, or workflow should be removed entirely.

• rules_disable

  Disable an automation rule without deleting it. Use this when a rule should stop running but remain available for later re-enabling.

• views_list

  List saved document views for the current workspace. These saved views can be reused by rules, automations, and workflows.

• views_create

  Create a saved document view from document filters. Saved views are reusable inputs for rules, automations, and workflows.

• views_delete

  Delete a saved document view. Use this when a saved filter preset is no longer needed.

• workspaces_list

  List available workspaces (organizations) for the authenticated user.

• chartOfAccounts_listAccounts

  List or search accounts from the active chart of accounts for the current workspace so the agent can ground categorization decisions.

• exports_list

  List export records with filters (document, integration, date range) for the current workspace.

• exports_get

  Get one export record by ID for the current workspace.

• sources_email_enable-monitoring

  Enable monitoring for an email source to resume automatic document ingestion.

• sources_email_delete

  Delete an email source from the account and stop monitoring it permanently.

• sources_email_disable-monitoring

  Disable monitoring for an email source without removing the connection.

• sources_mobile-scanners_activate

  Activate a mobile scanner so documents from that number are processed again.

• sources_mobile-scanners_enable-ai

  Enable AI extraction for a mobile scanner without changing the source registration.

• sources_mobile-scanners_delete

  Delete a mobile scanner from the account permanently.

• sources_mobile-scanners_deactivate

  Deactivate a mobile scanner without deleting it.

• sources_mobile-scanners_disable-ai

  Disable AI extraction for a mobile scanner without removing the source.

• entities_cleanup

  Analyze and clean up the user's own business entities: enrich with Google Places data, find duplicates via place_id and embedding similarity, and merge them. This is for companies/legal entities/subsidiaries, not merchant or document duplicates.

• entities_list

  List and search business entities with pagination.

• entities_upsert

  Create a new business entity or update an existing one.

• entities_delete

  Delete a business entity and unlink associated documents.

• entities_merge

  Merge multiple business entities into one. Reassigns all linked documents to the kept entity, adds merged entity names as aliases, and deletes the duplicates.

• memories_save

  Save an explicit long-term memory or preference for the current user, workspace, or document.

• memories_archive

  Archive a stored long-term memory so it is no longer used at runtime.

• memories_list

  List current long-term memories stored for the current user/workspace.

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