# Veryfi MCP for AI Agents AI Agent Connect > Veryfi MCP for AI Agents. Automate document OCR and data extraction for receipts, invoices, business cards, and tax forms directly through your AI agent. ## Overview - **Category:** document-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_yt6UW3Sl4icfKK1wZvwL44M8Ibs8E4JA51Q7yyZr/ai-agent-connect - **Tags:** ocr, document-processing, receipt-parsing, invoice-extraction, data-extraction ## Description You can connect your Veryfi account to your AI agent to handle the heavy lifting of document data extraction. Instead of manually typing out every line item from a pile of receipts or trying to copy data from messy bank statements, your agent does the work for you. It handles the messy stuff like blurry photos, complex tax forms, and handwritten checks with high accuracy. This means you spend less time on data entry and more time on actual analysis. When you use this through the Vinkius catalog, you get a direct line to Veryfi's OCR engine. You can feed in a PDF, a photo of a business card, or a W-2, and the agent returns structured data you can actually use in your software. It's about moving from manual copy-pasting to a system where your documents tell you what's inside them instantly. ## Tools ### delete_documents Delete specific documents from your history. This allows for easier cleanup of processed files. ### delete_parse_documents Remove a parsed document from your records. This helps you manage your processed data sets. ### delete_w2s Delete W-2 records from your system. This helps you manage sensitive tax information securely. ### delete_w8ben_e Remove W-8BEN-E forms from your records. This keeps your tax documentation organized. ### delete_w9s Delete W-9 forms from your list. This helps you manage your company's tax documentation. ### get_bank_statements Retrieve a specific bank statement by its ID. This lets you pull up financial data for any specific date. ### get_business_cards Get a specific business card record. This lets you quickly view contact details for a single card. ### get_checks Retrieve a specific check record. This helps you find details on a particular payment or deposit. ### get_documents Get a specific document record. This lets you retrieve data from a previously processed file. ### get_parse_documents Get a specific parsed document record. This lets you view the results of a custom document blueprint. ### get_w2s Retrieve a specific W-2 record. This lets you quickly access worker data from a specific year. ### get_w8ben_e Get a specific W-8BEN-E record. This allows you to view specific international tax form data. ### get_w9s Retrieve a specific W-9 record. This helps you quickly find tax identification for a specific entity. ### list_bank_statements List all bank statements in your account. This helps you see a full history of your financial records. ### list_business_cards List all business cards in your records. This lets you see all the contacts you have digitized. ### list_checks List all checks in your records. This helps you see a summary of all check-related data. ### list_documents List all documents in your account. This gives you an overview of everything you have processed. ### list_parse_documents List all parsed documents. This helps you see the results of all your custom blueprint runs. ### list_w2s List all W-2 records. This lets you see all the tax forms you have on file. ### list_w8ben_e List all W-8BEN-E forms. This helps you see your collection of international tax documents. ### list_w9s List all W-9 forms. This lets you see every tax ID you have gathered in your records. ### process_documents Process a new document for general extraction. This is your go-to tool for turning any file into data. ### process_parse_documents Process a new document using a specific blueprint. This is for when you need custom rules for extraction. ### process_w2s Process a new W-2 for extraction. This pulls worker data from tax forms into a clean format. ### process_w8ben_e Process a new W-8BEN-E for extraction. This extracts international tax data automatically. ### process_w9s Process a new W-9 for extraction. This pulls tax identification data from forms into a list. ### update_bank_statements Update a bank statement record. This lets you correct or refresh data in an existing record. ### update_checks Update a check record. This lets you modify payment details on an existing check entry. ### update_contracts Update a contract record. This lets you change the details of an existing agreement. ### update_documents Update a document record. This lets you refresh the data for a previously processed file. ### update_parse_documents Update a parsed document record. This lets you fix the results of a custom blueprint run. ### update_w2s Update a W-2 record. This lets you correct worker information on an existing tax form. ### update_w8ben_e Update a W-8BEN-E record. This lets you correct international tax information. ### update_w9s Update a W-9 record. This lets you fix tax identification data for a specific entity. ### add_webhook Add a pending webhook. This lets you get notified automatically when a document is finished. ### classify_document Classify a document into a specific type. This helps your agent understand what kind of file it is looking at. ### confirm_webhook Confirm a pending webhook. This activates your automated notifications for finished jobs. ### create_client_key Create a new API key. This lets you manage access for different agents or team members. ### delete_any_document Delete any document from your history. This provides a broad way to clear out your data. ### delete_client_key Remove a client key. This helps you manage security by revoking old access points. ### get_any_document Get any document by its ID. This is a flexible way to retrieve data for your agent. ### list_any_documents List all documents in your account. This gives your agent a full view of your processed files. ### list_client_keys Retrieve the list of client keys. This helps you manage which keys are active for your agents. ### list_webhooks Get configured webhooks. This lets you see which automated notifications are currently active. ### process_any_document Process any unstructured document using a blueprint. This is for complex files that need custom rules. ### delete_checks Delete a specific check record. This keeps your financial history organized and up to date. ### delete_contracts Remove a contract from your list. This helps you manage your active agreements more efficiently. ### list_contracts List all contracts in your records. This lets you see all your active and past agreements at once. ### update_business_cards Update a business card record. This lets you edit contact details for a card you already digitized. ### delete_business_cards Remove a business card from your records. This helps keep your data clean by getting rid of old entries. ### get_contracts Get a specific contract record. This lets you pull up the details of a specific legal agreement. ### process_bank_statements Process a new bank statement for extraction. This turns a PDF statement into structured financial data. ### process_business_cards Process a new business card for extraction. This converts a photo into a clean contact record. ### process_checks Process a new check for extraction. This turns a photo of a check into usable payment data. ### process_contracts Process a new contract for extraction. This pulls key data from your legal agreements into a list. ### reset_client_keys Regenerate all API keys. This is a quick way to rotate your credentials for better security. ### delete_bank_statements Delete bank statement records. This lets you purge specific financial history from your records. ## Prompt Examples **Prompt:** ``` I have a photo of a receipt. Can you get the total and the tax from it? ``` **Response:** ``` I've analyzed the receipt photo for you. Here are the details: | Item | Amount | | :--- | :--- | | **Subtotal** | $112.30 | | **Tax** | $8.95 | | **Total** | **$121.25** | Would you like me to list out the individual line items as well? ``` **Prompt:** ``` Extract the account number and ending balance from this bank statement PDF. ``` **Response:** ``` I've processed the bank statement. Here is the summary: * **Bank**: Chase Bank * **Account Number**: *******4492 * **Ending Balance**: $4,250.88 * **Statement Period**: Nov 01 - Nov 30, 2023 I can also list all the transactions from this period if you need. ``` **Prompt:** ``` I need to pull the contact info from this business card image. ``` **Response:** ``` I've digitized the business card. Here is the contact information: * **Name**: Sarah Jenkins * **Title**: Senior Project Manager * **Company**: Apex Solutions * **Phone**: (555) 012-3456 * **Email**: s.jenkins@apexsol.com Should I save this to your contacts? ``` ## Capabilities ### Extract line items from receipts Get structured data from photos or PDFs of financial receipts. ### Parse W-2 and W-9 tax forms Automatically pull data from complex tax documents into a clean format. ### Digitize business cards Convert images of business cards into usable contact information. ### Process bank statements Turn bank statement PDFs into structured financial records. ### Handle custom document blueprints Use specific rules to extract data from any unstructured document. ### Manage document records Retrieve, update, and delete processed documents within your workflow. ## Use Cases ### Automating Accounts Payable An AP clerk receives a batch of PDF invoices. They ask their agent to use process_documents to extract all line items and totals into a CSV. ### Bulk Tax Form Processing A tax preparer has a folder of W-2s. They ask their agent to use process_w2s to pull the data into a summary table for all clients. ### Digitalizing Networking A sales rep takes photos of business cards at a conference. They ask their agent to use process_business_cards to add everyone to the CRM. ### Automated Bank Reconciliation A bookkeeper needs to check monthly spending. They ask their agent to use process_bank_statements to pull all transactions into a spreadsheet. ## Benefits - Stop manual data entry for invoices by using process_documents to turn PDFs into clean data. - Accurately capture worker info from tax forms using the specialized process_w2s tool. - Convert physical business cards into digital contacts instantly with process_business_cards. - Automate bank reconciliation by using process_bank_statements to parse your monthly history. - Handle complex, custom layouts with process_any_document and your own custom blueprints. - Maintain a clean database by using delete_documents and list_documents to manage your history. ## How It Works The bottom line is you stop manually typing data from documents and start using structured info from your AI agent. 1. Subscribe to the Veryfi MCP and enter your API credentials into your client. 2. Send a document URL or file to your AI agent for processing. 3. Receive structured JSON data back from the OCR engine instantly. ## Frequently Asked Questions **How can I use Veryfi MCP to automate my receipt processing?** You can connect Veryfi to your AI agent to automatically extract data from receipt photos or PDFs. Your agent will identify the vendor, date, and total, then provide that info in a structured format for your records. **Can Veryfi MCP handle complex tax forms like W-2s?** Yes, it has dedicated capabilities for parsing W-2s and other tax documents. It identifies the specific fields on the form and turns them into usable data points for your accounting workflow. **Does Veryfi MCP work with blurry photos of business cards?** Yes, it is designed to handle various document types, including photos. It extracts contact details from business cards so you can digitize your physical networking materials quickly. **Can I use Veryfi MCP to read my bank statements?** Absolutely. You can have your AI agent process bank statement PDFs to extract account numbers, balances, and transaction histories, making reconciliation much faster. **Is Veryfi MCP good for high-volume invoice extraction?** It is built for exactly that. It handles the heavy lifting of OCR and data extraction, allowing you to process large batches of invoices with human-level accuracy in seconds. **How do I manage the documents I've already processed with Veryfi?** The Connector includes tools to list, retrieve, update, and delete your processed documents. This gives you full control over your data history within your AI agent workflow. **Can I process unstructured documents that are not standard receipts or invoices?** Yes! You can use the `process_any_document` tool with a specific blueprint name (such as a driver's license or insurance card) to extract structured data from almost any unstructured document type. **How do I extract data from a tax form like a W-2 or W-9?** Simply use the dedicated tools `process_w2s` or `process_w9s` and provide the file URL or base64 data. The agent will return structured fields specific to those tax forms. **Can I update fields on a document after it has been processed?** Yes, you can use the `update_documents` tool by passing the document ID and a JSON string of the fields you want to update.