Get your receipts ready for your accountant, with Claude.

Discovery endpoint with a fallback list if the service is unavailable. Access depends on your account and workspace.

• activity.search

  Search past source activity logs across email, WhatsApp, uploads, and forwarded inbound email. For email sources, this first searches connected providers, then cross-checks matching message IDs against stored activity logs and returns any saved processing reasoning. Forwarded inbound email is matched directly against stored activity by its alias address.

• approvals.approve

  Approve a pending request and run the reviewed action.

• approvals.get

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

• approvals.reject

  Reject a pending request without running the reviewed action.

• automations.delete

  Delete an automation permanently.

• automations.disable

  Disable an automation without deleting it.

• automations.execute

  Create an automation from a natural language description. Approval includes the generated automation details before creation.

• automations.list

  List automations with name, status, trigger type, and execution stats.

• billing.get

  Get billing account and subscription details for the active workspace, or the user's own billing account when no workspace is active.

• billing.listHistory

  List invoices and one-off charges for the authenticated user's own billing account. This does not expose another workspace owner's invoice history.

• chartOfAccounts.list

  List Charts of Accounts available to the current workspace.

• chartOfAccounts.listAccounts

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

• context_requests.bulk_resolve

  Resolve selected request-for-context records in bulk.

• context_requests.group

  Group pending request-for-context records by suggested account, account, merchant, or document type.

• context_requests.list

  List pending request-for-context records that are blocking categorization.

• context_requests.resolve

  Resolve one request-for-context.

• context.readiness

  Get workspace context readiness for categorization, including missing business profile, tax, chart of accounts, and entity setup fields.

• currency.convert

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

• 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.count

  Count and aggregate all matching documents, optionally filtered by canonical reviewStatus. Supports grouping by merchant, category, date, export status, etc. Amounts are converted to the authenticated user's currency, including when grouped by source currency. Counts include both sides of linked pairs; these are document totals, not verified expenses.

• 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.get

  Retrieve a single document by ID with full details. Returns extracted fields, file URL, source, stored linkedTo IDs, and current review state. Includes supported math actions. Top-level amounts are major units; review evidence and action changes use minor units.

• documents.inspect

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

• documents.list-duplicates

  List existing duplicate document groups for the current workspace.

• documents.repair-relationships

  Retroactively diagnose and repair deterministic document relationships for a bounded document set. Uses shared schemas logic to mark true same-type duplicates and link related invoice/receipt documents.

• documents.resolve-duplicates

  Analyze a selected set of documents as possible duplicates. Use dryRun=true (default) with masterId to preview fields copied onto that document, including categories, businesses and payment evidence. Execute with the same masterId, documentIds and previewToken to reject stale previews. Preview monetary values use minor units.

• documents.respond_review

  Apply or dismiss a pending source-backed math suggestion returned by documents.get. Preserves stale-suggestion checks and canonical validation. Dismiss rejects the suggestion, not the underlying issue. Read documents.get afterward to verify current review state.

• documents.scan-duplicates

  Scan active unresolved documents in the current workspace for likely duplicate groups. Read-only: returns possible duplicate groups and recommends which documents to keep.

• documents.search

  Search, filter, and retrieve user's documents. Supports text search, filtering by document type, export status, date ranges, sorting, and semantic similarity. In filter-only mode, use offset for stable pagination and reviewStatus for canonical review selection. totalCount is the returned page size, not the full matching population. Linked pairs are separate documents. Use documents.count for counts or grouped summaries across all matching documents.

• documents.unarchive

  Restore a previously archived document so it is active again.

• documents.unlink-duplicate

  Remove one document from its duplicate group. If the selected document is the group master, the remaining duplicates are either dissolved or reassigned to a replacement master.

• 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, including complete economic line and adjustment replacements. All input monetary values use major currency units; review.financialEvidence returned by documents.get uses minor units. Correct related totals, line values, discounts and rounding together using source evidence. Validation is refreshed after saving; unresolved inconsistencies remain flagged.

• entities.cleanup

  Analyze and clean up the user's own legal 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.delete

  Delete a legal entity and unlink associated documents.

• entities.execute_consolidation_plan

  Execute one approved group from a reviewed legal entity consolidation plan.

• entities.list

  List and search legal entities with pagination.

• entities.merge

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

• entities.review_consolidation

  Review possible legal entity consolidation groups without making changes.

• entities.update

  Apply typed partial updates to one or more legal entities.

• entities.upsert

  Create a new legal entity or update an existing one.

• exports.create

  Preview or queue document exports using the same behavior as the in-app Export dropdown. Supports CSV/PDF/ZIP to the user's registered email, email forwarding, and connected export integrations. Use filters or viewId for broad exports. Use docIds only for exact selections of 10 or fewer documents.

• exports.get

  Get one export record by ID for the current workspace.

• exports.list

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

• files.upload

  Upload a receipt, invoice, or financial document for processing.

• help-center.search

  Search public Receiptor help-center documentation for setup, troubleshooting, and product how-to answers. Returns grouped article results with the most relevant snippets.

• 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.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.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.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.

• 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.

• memories.recall

  Recall task-relevant long-term memories just in time for an agent task.

• memories.save

  Save a long-term memory, preference, canonical mapping, workflow hint, or deterministic document policy.

• merchants.list

  List and search merchants with document counts, spend totals, currencies, and profile fields.

• merchants.merge

  Merge multiple merchant names into one preferred merchant name and save that preference for future use.

• merchants.rename

  Rename one merchant to a preferred merchant name, optionally updating website, tax ID, and address.

• onboarding.status

  Get the user's onboarding/setup progress including which steps are completed and what's pending.

• referrals.get_or_create

  Get the authenticated user's referral link and stats, creating their referral profile only when missing.

• retroactiveExtractions.estimate

  Queue a Retroactive Scan estimate for the given email integration and date range. Returns a jobId immediately; poll with getRetroactiveExtractionEstimate. Estimation against a real mailbox can take minutes; use the poll capability rather than waiting.

• retroactiveExtractions.getEstimate

  Fetch the current status of a Retroactive Scan estimate by jobId. Returns queued/active/completed/failed status, in-flight progress, and the final result when completed.

• 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.email.enable-monitoring

  Enable monitoring for an email source to resume syncing new receipts and invoices.

• sources.email.list

  List email sources connected to the account, including provider and monitoring status.

• sources.email.reauthorize

  Prepare reauthorization instructions for an email source with expired or invalid credentials.

• sources.mobile-scanners.activate

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

• sources.mobile-scanners.deactivate

  Deactivate a mobile scanner without deleting it.

• sources.mobile-scanners.delete

  Delete a mobile scanner from the account permanently.

• sources.mobile-scanners.disable-ai

  Disable WhatsApp AI assistant replies for a mobile scanner without changing document processing.

• sources.mobile-scanners.enable-ai

  Enable WhatsApp AI assistant replies for a mobile scanner without changing document processing.

• sources.mobile-scanners.list

  List mobile scanners connected to the account, including activation and AI chat status.

• views.create

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

• views.delete

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

• views.list

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

• workspace.context.patch

  Update workspace business profile and location/tax context fields used for categorization readiness.

• workspaces.list

  List available workspaces (organizations) for the authenticated user.

• workspaces.list-members

  List members (users) of a workspace (organization), defaulting to the active workspace.