@mintline/mcp 1.1.1 → 1.1.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +69 -9
- package/package.json +1 -1
package/README.md
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@@ -37,25 +37,85 @@ The Mintline tools will now be available.
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## Available Tools
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### Receipts & Transactions
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| Tool | Description |
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|------|-------------|
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| `list_receipts` | Search and filter receipts by vendor, status |
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| `get_receipt` | Get receipt
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| `list_transactions` | Search and filter bank transactions |
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| `get_transaction` | Get transaction
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| `list_receipts` | Search and filter receipts by vendor name, date range, or match status |
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| `get_receipt` | Get detailed receipt info including line items and matched transaction |
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| `list_transactions` | Search and filter bank transactions by description or status |
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| `get_transaction` | Get detailed transaction information |
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| `list_statements` | List uploaded bank statements |
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### Matching
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| Tool | Description |
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|------|-------------|
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| `list_matches` | View proposed matches between receipts and transactions |
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| `confirm_match` | Confirm a proposed match (links receipt to transaction permanently) |
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| `reject_match` | Reject a proposed match (won't be suggested again) |
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### Analytics
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| Tool | Description |
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|------|-------------|
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| `spending_summary` | Get spending totals with flexible grouping (total, vendor, month, week, day) |
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| `top_vendors` | Get top vendors ranked by total spending |
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| `spending_trends` | Get monthly spending trends over time |
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| `unmatched_summary` | Get summary of items needing attention (unmatched receipts, transactions, proposed matches) |
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## Tool Parameters
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### list_receipts
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- `search` (string) - Search by vendor name
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- `status` (string) - Filter: "all", "matched", "unmatched", "hidden"
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- `limit` (number) - Max results (default: 20)
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### list_transactions
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- `search` (string) - Search by transaction description
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- `status` (string) - Filter: "all", "matched", "unmatched", "hidden"
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- `statementId` (string) - Filter by bank statement ID
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- `limit` (number) - Max results (default: 20)
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### list_matches
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- `status` (string) - Filter: "proposed", "confirmed", "rejected" (default: proposed)
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- `limit` (number) - Max results (default: 20)
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### spending_summary
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- `groupBy` (string) - "total", "vendor", "month", "week", "day" (default: total)
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- `dateFrom` (string) - Start date (YYYY-MM-DD)
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- `dateTo` (string) - End date (YYYY-MM-DD)
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- `vendorId` (string) - Filter by specific vendor
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- `limit` (number) - Max results for grouped queries (default: 20)
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### top_vendors
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- `limit` (number) - Number of vendors to return (default: 10)
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### spending_trends
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- `months` (number) - Number of months to include (default: 6)
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## Example Prompts
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### Receipts & Transactions
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- "Show me my unmatched receipts"
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- "Find receipts from Amazon"
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- "Confirm the top match"
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- "List transactions from my Chase statement"
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- "Show details for receipt rcpt_01abc123"
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### Matching
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- "What matches need my review?"
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- "Confirm the top match"
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- "Reject match mtch_01xyz789 - wrong vendor"
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### Analytics
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- "How much did I spend this month?"
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- "What are my top vendors by spending?"
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- "Show me spending trends for the last 6 months"
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- "Break down my spending by week"
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- "How much did I spend at AWS last quarter?"
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- "What needs my attention?" (shows unmatched items)
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- "Do I have any large transactions without receipts?"
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## Environment Variables
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| Variable | Required | Description |
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