Dext MCP Server
Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.
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Dext MCP Server : voyez votre AI Agent en action
Capacités intégrées (10)
get_account_metadata
Retrieve metadata and usage limits for your Dext account
get_item_details
Get detailed information for a specific inbox item
list_account_users
List all users with access to the current Dext account
list_accounting_categories
List the chart of accounts or categories available for classification
list_accounting_clients
List all clients associated with your Dext partner account
list_connected_bank_accounts
List all bank accounts configured for statement extraction
list_extracted_suppliers
List all suppliers automatically extracted from your documents
list_inbox_items
List all pending and processed items (receipts, invoices) in your Dext inbox
list_items_pending_review
Identify inbox items that are currently in the "Review" status
search_inbox_by_keyword
Search for receipts or invoices by supplier name or description
Ce que ce connecteur débloque
Integrate Dext (formerly Receipt Bank), the leading bookkeeping and accounting automation platform, directly into your AI workflow. Manage your digital inbox of receipts and invoices, track supplier extraction data, and monitor accounting categories and client accounts using natural language.
What you can do
- Inbox Oversight — List and retrieve detailed information for all items in your Dext inbox, including processing status.
- Data Extraction — Access granular technical metadata for extracted receipts, including tax details and supplier info.
- Client Management — List and review accounting clients and their integration settings in your partner account.
- Account Intelligence — Monitor connected bank accounts and accounting categories available for classification.
How it works
1. Connect the Dext integration to your AI assistant.
2. Authorize using your Dext API Key (found in your account settings).
3. Optimize your bookkeeping and accounting operations through intuitive conversation.
Who is this for?
- Accountants & Bookkeepers — Quickly check client inbox statuses and processing delays on the go.
- Business Owners — Monitor expense patterns and supplier extraction data via chat.
- Finance Teams — Audit accounting categories and tax rates during period-end closing.
Questions fréquemment posées
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