Dext MCP. Manage receipts, invoices, and accounting data in conversation.
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…and any MCP-compatible client
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Dext MCP Server manages your accounting data. Use it to list all receipts, track invoices, and review metadata from your Dext inbox.
Your AI client can read item details, classify accounts, and list connected bank accounts via simple conversation.
What your AI agents can do
Get account metadata
Retrieves limits and technical details for the Dext account.
Get item details
Gets full data and metadata for one specific item in the inbox.
List account users
Lists all people who have access to the Dext account.
List all pending or processed receipts and invoices, or search for specific items by supplier name or description.
Retrieve granular metadata for one specific item, including tax breakdowns and supplier details.
List all available accounting categories (chart of accounts) and all connected bank accounts for reconciliation.
List all clients associated with the Dext account, or list all users who have access to the account.
Filter the inbox to show only items that are currently stuck in the 'Review' status.
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Supported MCP Clients
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Dext MCP Server: 10 Tools for Accounting Data Management
These tools let your AI client access and manage all your core accounting data, from receipts to client lists, through structured API calls.
019d7585get account metadata
Retrieves limits and technical details for the Dext account.
019d7585get item details
Gets full data and metadata for one specific item in the inbox.
019d7585list account users
Lists all people who have access to the Dext account.
019d7585list accounting categories
Lists the chart of accounts or expense categories available for classification.
019d7585list accounting clients
Lists all client accounts connected to your Dext partner account.
019d7585list connected bank accounts
Lists all bank accounts configured for statement extraction.
019d7585list extracted suppliers
Lists every supplier that was automatically pulled from your documents.
019d7585list inbox items
Lists all receipts and invoices in the Dext inbox, regardless of status.
019d7585list items pending review
Identifies and lists only the items that require human review in the inbox.
019d7585search inbox by keyword
Searches the inbox for receipts or invoices using a specific supplier name or description.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Dext, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
This server lets your AI client manage your accounting data straight from Dext. You can list every receipt and invoice, check item metadata, and review tax details right in your chat. You'll also get a rundown of all your connected bank accounts and the accounting categories you use.
To find and filter items, you can run list_inbox_items to see every receipt and invoice in the inbox, regardless of what stage it's in. If you only want to see stuff that needs a human eye, use list_items_pending_review. You can also narrow the search down with search_inbox_by_keyword, letting you look for receipts or invoices using a specific supplier name or description.
For more details on any single item, grab the full data and metadata with get_item_details.
When you need to map out your books, you can use list_accounting_categories to see the full chart of accounts or expense categories available for classification. You can also check your setup by calling list_connected_bank_accounts to list every bank account configured for statement extraction.
To keep track of who's doing what, you can use list_accounting_clients to list all client accounts connected to your Dext partner account. You can also check who has access by running list_account_users to list all people with access to the Dext account. Finally, you can check the technical limits and details of the Dext account by calling get_account_metadata.
How Dext MCP Works
- 1 Connect the Dext integration and authorize it using your Dext API Key in your AI client.
- 2 The agent calls a tool, for instance
list_inbox_items, specifying the criteria (e.g., 'all items'). - 3 The server returns the raw data list, which your agent then processes to give you a conversational summary.
The bottom line is, your AI client talks to the Dext API, and the server brings back structured financial data for your client to read.
Who Is Dext MCP For?
Accountants and bookkeepers who need to reconcile expenses across multiple clients. Finance teams that manage month-end closing and need to audit tax rates or account categories. Business owners who need a quick, chat-based view of who spent money and where the receipts are.
Checks the status of client invoices and locates processing delays in the Dext inbox without logging into the web portal.
Runs checks on connected bank accounts or lists available accounting categories to validate financial inputs before closing a period.
Asks the agent, 'What did we spend on travel last month?' and gets a summarized list of matching receipts and suppliers.
What Changes When You Connect
- Stop digging through multiple tabs. Use
list_items_pending_reviewto instantly see every receipt or invoice stuck in the 'Review' queue, giving you an immediate task list. - Avoid data guesswork. Use
list_accounting_categoriesto pull the full chart of accounts, ensuring every expense is coded correctly before month-end closing. - Get deep details instantly. Instead of clicking through pages, call
get_item_detailsto pull tax breakdowns and supplier info for a single item's metadata. - Keep track of your money flow. Use
list_connected_bank_accountsto get a list of all bank accounts linked to Dext for statement reconciliation. - Find what you need fast. If you know the supplier name, use
search_inbox_by_keywordto pull up all matching records without running a manual search filter. - Audit accounts easily. Use
list_accounting_clientsto review all clients under the Dext partner account, keeping a clear record of who is being billed.
Real-World Use Cases
Finding a missing invoice.
A bookkeeper needs an invoice from 'Amazon' from last week. They ask their agent to run search_inbox_by_keyword('Amazon'). The agent returns a list of 3 items, including the specific invoice, so the bookkeeper can confirm the details and process it.
Starting month-end closing.
A financial analyst needs to close the books. They first run list_accounting_categories to confirm the current chart of accounts. Then they use list_connected_bank_accounts to validate which statements are ready for reconciliation.
Handling a backlog of receipts.
A team member needs to clear the review queue. They ask the agent to use list_items_pending_review. The agent provides a summarized list of every item needing attention, allowing the team to tackle the backlog systematically.
Auditing a specific client's data.
A business owner wants to check all expenses for 'Client XYZ'. They ask the agent to list_accounting_clients to confirm the client exists, then use list_inbox_items to pull all associated receipts for review.
The Tradeoffs
Treating it like a simple list.
Just running list_inbox_items gives you a massive list of 500 records. You then have to manually scroll through the list to find the $120 AWS invoice.
→
Instead, run search_inbox_by_keyword('AWS') to narrow the list down immediately, or run list_items_pending_review if the item needs attention. This gives you the precise data you need upfront.
Ignoring the process status.
You see a receipt for 'Staples' but don't know if it was successfully processed or if it's waiting for a human to look at it. You waste time on already processed data.
→
Always start by calling list_items_pending_review. This tool filters the inbox and shows only the items that require action, saving you time and effort.
Trying to get a full account view in one shot.
Trying to combine all metadata, client lists, and bank accounts in a single, unstructured query, resulting in a huge, unusable data dump.
→
Break it down. First, check client scope using list_accounting_clients. Then, verify the financial context using list_connected_bank_accounts. Finally, use list_accounting_categories for the ledger data.
When It Fits, When It Doesn't
Use this server if your primary bottleneck is data access and classification. You need to move beyond manual data entry and want your agent to pull structured financial metadata (e.g., tax rates, supplier names, client IDs) from your existing documents. Don't use it if you need to create new accounts or upload new documents; the tools are read-only. If your problem is just general expense tracking without access to the underlying accounting structure, a simpler expense management tool might suffice. But if you need to audit, classify, or cross-reference data points like bank accounts, clients, and items, this is the right choice.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dext. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually tracking expenses and receipts is a nightmare of tabs and copy-pasting.
Today, you open the Dext portal, jump between the invoice list and the client dashboard. You click into a single item, then copy the tax ID, then open a spreadsheet to paste it, and finally, you have to manually check if the client account is still active before you can move on. It's slow, and you always miss a step.
With the Dext MCP Server, you just tell your agent, 'Show me all pending receipts for Client XYZ.' The agent calls `list_inbox_items` and filters the results. It gives you the necessary data points—like status and client ID—in a clean, conversational summary. You just get the answer.
Dext MCP Server: Classify and categorize expenses with Dext MCP Server.
You used to spend time searching through dozens of documents, hoping to find the right accounting category for a purchase. You'd check the general ledger, open the client settings, and manually cross-reference the expense against the available chart of accounts.
Now, you ask your agent to check the category. The agent calls `list_accounting_categories`, presents the full list, and then uses that data to help you classify the item. The data flow is immediate and structured. That's how it should work.
Common Questions About Dext MCP
How do I check for items that need review using the Dext MCP Server? +
Call list_items_pending_review. This tool specifically isolates items that are stuck in the 'Review' status, so you don't have to sift through thousands of processed records.
What is the best way to search for an invoice using the Dext MCP Server? +
Use search_inbox_by_keyword. It allows you to search the entire inbox by supplier name or description, giving you quick results without needing a specific item ID.
Can I list all the clients associated with my account using the Dext MCP Server? +
Yes, run list_accounting_clients. This tool provides a full list of every client associated with your Dext partner account.
How do I check the bank accounts using the Dext MCP Server? +
Call list_connected_bank_accounts. This tool lists all bank accounts that are configured for statement extraction, helping you map expenses accurately.
What is the difference between `list_inbox_items` and `list_items_pending_review`? +
Use list_inbox_items to see everything (processed, pending, etc.). Use list_items_pending_review only for items that are currently waiting for a human to look at them.
How do I use the `list_accounting_categories` tool to find available expense types? +
It lists your chart of accounts. This tool shows all available categories for classifying expenses, helping you map incoming documents to your required financial structure.
How do I use the `get_item_details` tool to view a specific receipt? +
It returns granular data for one item. You can pass a unique ID to get everything about a single receipt or invoice, including tax details and supplier information.
What is the purpose of the `list_connected_bank_accounts` tool? +
This tool shows all bank accounts linked to your Dext account. It confirms which financial sources are available for statement extraction and reconciliation.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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