# Dext MCP for AI Agents AI Agent Connect

> Dext MCP lets your AI agent handle receipt management, invoice tracking, and bookkeeping data using the Dext API. It connects your digital inbox to your AI client so you can query expenses, check supplier data, and manage accounting clients without switching tabs.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_DLsLlFBbv0wHEdawO7uDO7yt8yOLN3k5g4Voc8Dy/ai-agent-connect
- **Tags:** bookkeeping, receipt-processing, invoice-automation, expense-management, data-extraction, accounting-integration

## Description

This Connector connects Dext directly into your AI workflow. Imagine you're an accountant buried in a mountain of receipts. Usually, you're jumping between a browser, a folder of PDFs, and your accounting software just to see who a vendor is or if a tax rate was applied correctly. This connection changes that by bringing your bookkeeping data directly into your conversation with your AI client. You can ask your agent to find specific invoices from a certain month or check if a supplier's details were extracted correctly. It pulls the technical metadata out of the mess so you can focus on the actual numbers. Whether you're looking for a specific 'Office Depot' charge or checking the status of a client's bank account integration, this connection makes the data actionable. You'll find it's one of the most practical ways to use the Vinkius catalog to handle the heavy lifting of bookkeeping. It turns a manual data-hunting job into a quick chat.

## Tools

### get_account_metadata
Get your current Dext account limits and basic info. This is useful for checking your subscription status.

### list_accounting_categories
View the full chart of accounts or categories available for your data. It helps you audit your classification rules.

### list_accounting_clients
Pull a list of all clients linked to your partner account. This is great for high-level firm oversight.

### list_inbox_items
Get a list of all processed and pending receipts and invoices. Use this to see the volume of your current workload.

### list_extracted_suppliers
See every supplier that the system has automatically identified. This helps you audit your vendor list.

### list_items_pending_review
Find only the items that need a human to look at them. This saves you from digging through processed data.

### list_account_users
See who else has access to your Dext account. This is a quick way to manage team permissions.

### search_inbox_by_keyword
Find specific documents by searching for supplier names or descriptions. This is the fastest way to find a lost receipt.

### get_item_details
See the specific data, tax details, and status for one item in your inbox. Use this to verify extraction accuracy.

### list_connected_bank_accounts
See all the bank accounts currently set up for statement extraction. This helps you verify your data sources.

## Prompt Examples

**Prompt:** 
```
Find all receipts from Amazon from last month.
```

**Response:** 
```
I found 4 receipts from Amazon in October.

**Total Spend:** $142.50

| Date | Amount | Status |
|---|---|---|
| Oct 03 | $45.00 | Processed |
| Oct 12 | $22.50 | Processed |
| Oct 18 | $50.00 | Processed |
| Oct 25 | $25.00 | Processed |

Would you like the specific dates for each?
```

**Prompt:** 
```
Show me the items that need my review.
```

**Response:** 
```
You have 3 items waiting for review right now:

* **Staples** ($45.00)
* **AWS** ($120.00)
* **Unknown Vendor** ($12.50)

Would you like to see the tax details for any of these?
```

**Prompt:** 
```
Who has access to our Dext account?
```

**Response:** 
```
The following users currently have access to your Dext account:

* admin@firm.com
* bookkeeper1@firm.com
* tax_specialist@firm.com
```

## Capabilities

### Find specific receipts by keyword
Search your inbox for specific vendors or descriptions to find exactly what you need.

### Check extraction confidence
See the technical metadata and tax details for any specific invoice in your inbox.

### Monitor pending items
Identify which receipts and invoices are currently waiting for your manual review.

### Audit accounting categories
View your full chart of accounts to ensure every expense is mapped correctly.

### Manage partner clients
List and review all clients associated with your partner account in one place.

### Verify bank connections
Check all bank accounts configured for statement extraction to keep your data flowing.

## Use Cases

### Finding a lost receipt
A client asks for a specific Staples receipt from last July. The agent uses search_inbox_by_keyword to find it and reports the total immediately.

### Checking the review queue
A bookkeeper wants to know what's stuck. The agent uses list_items_pending_review to show a summary of items needing a human eye.

### Verifying bank sources
A finance manager wants to see all active accounts. The agent uses list_connected_bank_accounts to list every configured source.

### Auditing tax extraction
An accountant needs to check an AWS invoice. The agent uses get_item_details to pull the specific tax data and confidence score.

## Benefits

- Stop manual searching by using search_inbox_by_keyword to find specific vendors or dates instantly.
- Spot errors faster by using list_items_pending_review to see exactly what needs your attention.
- Audit categories quickly with list_accounting_categories to ensure every expense is mapped correctly.
- Get a bird's eye view of your firm with list_accounting_clients to see all your active partner accounts.
- Verify bank connections with list_connected_bank_accounts to keep your statement extractions running smoothly.
- Access deep metadata with get_item_details to see tax rates and supplier info without opening the Dext app.

## How It Works

The bottom line is you get a conversational interface for your entire Dext bookkeeping ecosystem.

1. Get your API key from your Dext account settings.
2. Connect the Dext MCP to your AI client through the Vinkius catalog.
3. Ask your agent questions about your receipts, clients, or accounting categories.

## Frequently Asked Questions

**Can the Dext MCP help me find specific receipts?**
Yes, it lets your agent search your Dext inbox by keyword like supplier names or descriptions. This makes it much faster to find a specific bill without scrolling.

**How does the Dext MCP handle my accounting categories?**
It can pull your full chart of accounts so you can verify how items are being classified. This helps ensure your data is mapped correctly to your books.

**Can I use the Dext MCP to manage my clients?**
You can list all clients associated with your partner account to see who is currently integrated. It's a great way to get a high-level view of your firm's connections.

**Does the Dext MCP work with my bank accounts?**
It lets you see all the bank accounts configured for statement extraction within your Dext profile. This helps you verify that your data sources are active.

**Can the Dext MCP identify which receipts need my attention?**
It can specifically pull items that are currently in the review status so you don't have to hunt for them. This helps you prioritize your daily workflow.

**Is the Dext MCP good for auditing supplier data?**
It can list all extracted suppliers and provide granular metadata for specific items to help you verify accuracy. This is perfect for period-end closings.

**How do I get a Dext API Key?**
Log in to your Dext account, navigate to **Settings > API**, and you can retrieve your unique API Key from that section. Ensure your plan includes API access.

**Can the agent see receipt images?**
The agent can retrieve the URL for the item image, allowing you to click and view the original document directly from the chat interface.

**Does the integration support multiple currencies?**
Yes, Dext automatically extracts the currency from your documents, and the agent will display the total amounts with their respective currency codes.