Skill 1
setup-readiness
Check auth, workspace access, integrations, and the missing setup steps before an agent starts doing real work.
Receiptor for agents
Connect agents to real bookkeeping work.
Install the Receiptor CLI, connect it to your workspace, and let agents operate on receipts, invoices, categorization, and spend workflows using the same capability layer that powers the product.
Install
One-line installer for the public Receiptor CLI.
Authenticate
Use your Receiptor API key and workspace context.
Operate
Run skills for intake, cleanup, and spend analysis.
CLIMCP
Install in one commandTerminal
curl -fsSL https://receiptor.ai/install.sh | bashInstalls the public Receiptor CLIWorks with your Receiptor API keyDesigned for human and agent usage
Readable by humans
The same workflows can be comfortable in a terminal and structured for an agent.
Receiptor is designed for actual finance operations. That means compact CLI flows for humans, plus predictable structured output for agents that need to reason over bookkeeping state without burning context.
Human mode
Readable output for operators
$ receiptor workspace list Workspace Role Current -------------------------------------------------- Acme Holdings org:admin yes Northwind Trading org:member no $ receiptor files upload ./march-lunch.pdf Queued upload upl_7R2m for processing Status: queued Workspace: Acme Holdings
Agent mode
Structured output for automation
$ receiptor documents search --query "uber" --limit 2 --json
{
"documents": [
{
"id": "doc_812f",
"merchant": "Uber",
"amount": 42.13,
"currency": "USD",
"category": "Travel",
"workspaceId": "org_123"
}
],
"totalCount": 1
}Built-in skills
Start with the things finance teams and bookkeeping agents actually do.
Instead of raw building blocks only, the Receiptor CLI ships with task-shaped skills for setup, intake, cleanup, and reporting. They map to real bookkeeping workflows rather than generic “analyze a document” prompts.
Agent-ready
Skill 2
receipt-intake
Upload files, inspect extracted fields, and move raw financial documents into Receiptor-ready workflows.
Skill 3
categorization-review
Review document classification, fix edge cases, and keep books clean without hand-editing every transaction.
Skill 4
spend-analysis
Pull structured totals, grouped spend, and bookkeeping-ready outputs for reports, finance ops, and audit prep.
Live capabilities
Pull the current capability registry straight from the developer API.
This list is fetched from the same capability discovery endpoint the CLI and external API use. As the product surface evolves, the page updates with it instead of drifting into stale marketing copy.
45 capabilities exposed
approvalsapprove
approvals.approve
Approve a pending approval request and execute the stored capability input.
approvalsget
approvals.get
Get the details of a pending or resolved approval request by ID.
approvalsreject
approvals.reject
Reject a pending approval request without executing the stored capability input.
chartOfAccountslistAccounts
chartOfAccounts.listAccounts
List or search accounts from the active chart of accounts for the current workspace so the agent can ground categorization decisions.
currencyconvert
currency.convert
Convert amounts between different currencies. Uses current rates by default, or historical rates for a specific date.
currency:read
documentsbulk-edit
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:write
documentscount
documents.count
Count documents and aggregate data. Use for spending totals and financial analysis. Supports grouping by merchant, category, date, etc. Gets ALL matching documents.
documents:read
documentsdelete
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:write
documentsget
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:read
documentsinspect
documents.inspect
Inspect the original document file (image/PDF) with a vision model and compare visible values against currently stored extracted fields.
documents:read
documentslist-duplicates
documents.list-duplicates
List existing duplicate document groups for the current workspace.
documents:read
documentsresolve-duplicates
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:write
documentsscan-duplicates
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:read
documentssearch
documents.search
Search, filter, and retrieve user's documents. Supports text search, filtering by document type, export status, date ranges, sorting, and semantic similarity.
documents:read
documentsunarchive
documents.unarchive
Restore a previously archived document so it is active again.
documents:write
entitiescleanup
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:write
entitiesdelete
entities.delete
Delete a business entity and unlink associated documents.
entities:write
entitieslist
entities.list
List and search business entities with pagination.
entities:read
entitiesmerge
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.
entities:write
entitiesupsert
entities.upsert
Create a new business entity or update an existing one.
entities:write
exportsget
exports.get
Get one export record by ID for the current workspace.
documents:read
exportslist
exports.list
List export records with filters (document, integration, date range) for the current workspace.
documents:read
integrationslist
integrations.list
List available integrations for the user. Can filter by category (email, accounting, storage, social) and status. Returns integration IDs needed for sendToIntegration and other operations.
integrations:read
integrationssend
integrations.send
Send a document (receipt/invoice) to an accounting integration (Xero or QuickBooks). Requires integrationId and tenantId. Use listIntegrations to find available integrations. Set dryRun=true (default) to preview, dryRun=false to queue for sending.
integrations:writedocuments:read
integrationsunlink
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.
integrations:writedocuments:read
memoriesarchive
memories.archive
Archive a stored long-term memory so it is no longer used at runtime.
memories:write
memorieslist
memories.list
List current long-term memories stored for the current user/workspace.
memories:read
memoriessave
memories.save
Save an explicit long-term memory or preference for the current user, workspace, or document.
memories:write
onboardingstatus
onboarding.status
Get the user's onboarding/setup progress including which steps are completed and what's pending.
rulesdelete
rules.delete
Delete an automation rule permanently. Use this when a rule, automation, or workflow should be removed entirely.
rules:write
rulesdisable
rules.disable
Disable an automation rule without deleting it. Use this when a rule should stop running but remain available for later re-enabling.
rules:write
rulesexecute
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:write
ruleslist
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:read
sourcesemail
sources.email.delete
Delete an email source from the account and stop monitoring it permanently.
sources:write
sourcesemail
sources.email.disable-monitoring
Disable monitoring for an email source without removing the connection.
sources:write
sourcesemail
sources.email.enable-monitoring
Enable monitoring for an email source to resume automatic document ingestion.
sources:write
sourcesmobile-scanners
sources.mobile-scanners.activate
Activate a mobile scanner so documents from that number are processed again.
sources:write
sourcesmobile-scanners
sources.mobile-scanners.deactivate
Deactivate a mobile scanner without deleting it.
sources:write
sourcesmobile-scanners
sources.mobile-scanners.delete
Delete a mobile scanner from the account permanently.
sources:write
sourcesmobile-scanners
sources.mobile-scanners.disable-ai
Disable AI extraction for a mobile scanner without removing the source.
sources:write
sourcesmobile-scanners
sources.mobile-scanners.enable-ai
Enable AI extraction for a mobile scanner without changing the source registration.
sources:write
viewscreate
views.create
Create a saved document view from document filters. Saved views are reusable inputs for rules, automations, and workflows.
documents:write
viewsdelete
views.delete
Delete a saved document view. Use this when a saved filter preset is no longer needed.
documents:write
viewslist
views.list
List saved document views for the current workspace. These saved views can be reused by rules, automations, and workflows.
documents:read
workspaceslist
workspaces.list
List available workspaces (organizations) for the authenticated user.
workspaces:read
CLI first
Install a thin command line client over the Receiptor capability API and run real workflows from the terminal.
MCP ready
Use the same capability layer behind an MCP server so agents can work with Receiptor using structured tools.
Built for bookkeeping
Operate on receipts, invoices, workspaces, and accounting flows instead of forcing a generic OCR abstraction onto finance work.
Account scoped
Real work stays tied to a Receiptor account and workspace, so agents operate in the same secure context as your team.
Get started
Install the CLI, authenticate to your workspace, and hand real bookkeeping actions to your agent.
curl -fsSL https://receiptor.ai/install.sh | bash1. Install `receiptor`
2. Authenticate with your API key
3. Select a workspace and run skills