• QUEUE
  • DATA
  • HUMAN
  • LOG

How to upload accounting documents with your AI

Connect Bleez to your agent once. After that, you just tell your AI to send files to the queue.

Ask AI about this page

Short answer

How can I send files to Bleez using my AI?

You tell your AI to upload a file, and it uses the upload_document tool to push that file into the Bleez queue. This puts your documents right where the processing happens.

Where files land.

The outcomes of an upload.

The AI handles the transfer so you don't have to log into a separate dashboard.

QUEUE

Ready for processing

The AI moves your file into the Bleez queue. It sits there waiting for the system to pick it up.

DATA

Digital file transfer

Your agent handles the heavy lifting of moving the digital file. You get confirmation that the upload worked.

HUMAN

Needs your review

If the file is unreadable or the wrong format, the AI will tell you. You'll need to fix the file and try again.

LOG

Upload confirmation

Once the tool finishes, your AI confirms the file is in the queue. You can then move on to your next task.

The workflow

What your AI does when the file arrives.

The AI acts as the bridge between your local files and the Bleez processing engine.

  1. Receive file

    You provide the file or the path to the file within your chat interface.

    upload_document

  2. Execute upload

    The AI calls the specific tool to push the data to the Bleez endpoint.

    upload_document

  3. Verify transfer

    The agent checks that the Bleez queue acknowledged the receipt of the document.

    upload_document

  4. Report status

    Your AI tells you whether the document is successfully queued or if something went wrong.

    upload_document

Try it

Copy these to start.

Use these prompts to trigger the upload process.

Starting points

These are basic ways to start. Swap out the file names for your actual documents.

Bleez Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_MEVeRZMCOo9qT8fLteKcEUuZ7MWRTsQLCGiWhTJf/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Bleez capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bleez-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MEVeRZMCOo9qT8fLteKcEUuZ7MWRTsQLCGiWhTJf/mcp"
    }
  }
}
Copy into chat04

  • Upload this invoice.pdf to Bleez.

  • Send the document from my desktop to the Bleez queue.

  • Can you upload the latest bank statement to Bleez for me?

  • Push this receipt image into the Bleez processing queue.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Bleez once, then ask.

Click the link to connect. Your credentials stay encrypted and private. Once connected, you can use the tools in any MCP-compatible client.

Connect Bleez to your AI

FAQ

How the upload behaves

  • 01

    Can my AI edit the document before uploading?

    No. The tool only handles the transfer of the file as it exists.

  • 02

    Does the AI delete files from my computer?

    No. The AI only reads the file to upload it; it doesn't have permission to delete your local files.

  • 03

    What happens if the file is too large?

    The upload will fail if the file exceeds the limits of the Bleez queue. Your AI will tell you if the transfer didn't work.

  • 04

    Can the AI see my other files?

    No. The AI only accesses the specific files you explicitly tell it to upload.

  • 05

    Can I upload multiple files at once?

    You can ask the AI to upload multiple files, and it will process them through the tool.

  • More questions about Bleez? The Connector page answers them. See everything the Bleez Connector can do

Connect Bleez to Claude, Cursor, ChatGPT & more