# Dext MCP for AI Agents MCP > Dext equips your AI agent to handle core bookkeeping tasks like processing receipts, tracking invoices, and monitoring detailed accounting data. It lets you manage a digital inbox of financial documents and instantly classify transactions against established account categories, all through natural conversation. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** bookkeeping, receipt-processing, invoice-automation, expense-management, data-extraction, accounting-integration ## Description Managing expenses and reconciling accounts usually means jumping between dozens of tabs: the bank portal, the physical receipt pile, the client ledger, and the spreadsheet. This MCP changes that. It lets you talk to your finances instead of clicking through them. Connect Dext directly into your AI workflow to manage every piece of accounting data from a single source. Your agent can check the status of items in your inbox or pull technical details about supplier extractions, giving you instant clarity on what's pending review. You can also list all associated clients and audit available bank accounts for statement extraction. With Vinkius, connecting Dext gives your AI client a full view of your financial operations. Whether you need to track specific expense patterns or classify transactions against the chart of accounts, your agent handles the heavy lifting, letting you focus on advising clients instead of data entry. ## Tools ### get_account_metadata Retrieves operational metadata and usage limits for your Dext account. ### get_item_details Gathers detailed information about a single, specific item in the inbox. ### list_connected_bank_accounts Lists all bank accounts that are configured for statement extraction. ### list_accounting_categories Retrieves the chart of accounts or expense categories available for classification purposes. ### list_accounting_clients Lists all clients associated with your Dext partner account. ### list_inbox_items Retrieves a list of all pending and processed items, such as receipts or invoices, in the inbox. ### list_extracted_suppliers Provides a list of all suppliers that were automatically extracted from your documents. ### list_items_pending_review Identifies and lists only the inbox items that are currently waiting for manual review status. ### list_account_users Lists every user who has access to the current Dext account. ### search_inbox_by_keyword Searches the inbox for receipts or invoices using a keyword, like a supplier name or description. ## Prompt Examples **Prompt:** ``` Show me all items in the inbox that I need to look at right now. ``` **Response:** ``` I found 7 items needing review. Here's a summary: * **Staples:** Receipt, $45.00 (Category Pending) * **AWS:** Invoice, $120.00 (Tax Details Missing) * **Shell:** Receipt, $89.50 (Status: Processing) Would you like me to pull the tax breakdown for the AWS invoice? ``` **Prompt:** ``` What was my total spending on office supplies last month? ``` **Response:** ``` I searched your records and found 3 items matching 'office supplies' from two different vendors. The total spend came out to **$215.00**. * Office Depot: $90.00 (Date: Oct 5) * Amazon: $75.00 (Date: Oct 12) * Staples: $50.00 (Date: Oct 28) Should I list the individual dates and amounts? ``` **Prompt:** ``` List all bank accounts connected for statements. ``` **Response:** ``` You currently have three active bank connections configured: 1. **Chase Bank:** (Primary operating account, Active) 2. **Capital One:** (Savings/Investment, Active) 3. **Local Credit Union:** (Secondary Source, Inactive) You can use these for statement extraction right away. ``` ## Capabilities ### Audit and review pending expenses The agent can list all items in your inbox—whether they are receipts or invoices—and identify which ones require human review. ### Search financial records by supplier name You can ask the AI to search through your entire document history for specific transactions, like finding every item from 'Staples' last month. ### Classify and monitor accounts The agent reads available accounting categories or lists all associated clients in your partner account so you can keep data organized. ### Inspect extracted financial metadata Get granular details from documents, including tax breakdowns and specific supplier information that was pulled automatically. ### Check system status and users The agent monitors your account's usage limits or lists all team members who have access to the Dext account. ## Use Cases ### Auditing tax compliance for a client A bookkeeper needs to verify if all required sales taxes were captured across multiple documents. They ask their agent, 'Check the tax details for all items from Q2.' The agent uses `get_item_details` and provides a summary of tax amounts versus expected rates. ### Finding lost expense reports A business owner can't find a receipt from last month. They ask their agent to 'Search for anything related to travel supplies.' The agent uses `search_inbox_by_keyword` and returns the exact transaction details, including date and amount. ### Preparing for period-end closing A finance team member needs a full picture of who can see client data. They ask the agent to 'List all users.' The agent uses `list_account_users` and confirms necessary permissions are in place across the team. ### Handling bulk document intake A bookkeeper just uploaded 50 new receipts. They ask, 'What's the status of these uploads?' The agent uses `list_inbox_items` and provides a count of processed versus pending items. ## Benefits - Instantly check processing statuses: Use the `list_items_pending_review` tool to immediately see which receipts are stuck or need human attention, saving you time on status checks. - Deep data access: The `get_item_details` tool pulls granular technical metadata for any document, giving you tax and supplier info without manual form filling. - Client visibility: You can use `list_accounting_clients` to review all associated clients and their specific integration settings in a single conversation thread. - Targeted searching: Never waste time scrolling. The `search_inbox_by_keyword` tool lets you find every record from 'Amazon' or 'Office Depot' instantly by name. - Financial mapping: Use `list_accounting_categories` to audit the full chart of accounts, ensuring that new transactions are classified correctly before closing books. ## How It Works The bottom line is: your AI client treats Dext like a live data source, letting you query complex accounting records using simple chat prompts. 1. First, connect the Dext MCP to your preferred AI client and authorize it using your Dext API Key. 2. Next, prompt your agent with a financial query—for example, 'What receipts are pending review?' or 'List all clients.' 3. Your agent executes the necessary calls, retrieving structured data on expenses, accounts, or invoices that you can then use directly in conversation. ## Frequently Asked Questions **How does the Dext MCP help me categorize invoices?** The Dext MCP allows your agent to access and audit your full chart of accounts. Instead of guessing, you can ask the agent which accounting categories are available for classification, ensuring every expense is logged correctly. **Can I use the Dext MCP to find specific receipts by vendor name?** Yes. You can tell your agent to search your entire inbox using a keyword like 'Shell' or 'Starbucks.' It finds all matching items and gives you details on total spend and dates. **What if I need to check which clients are in my account?** The MCP lists every client associated with your Dext partner account. This is helpful for ensuring you have visibility into all the books you manage before running reports. **Does using the Dext MCP require me to manually update everything?** No. The agent automates data retrieval. You tell it what you need—like listing pending items—and it pulls that structured information for you, eliminating manual dashboard navigation. **Is the Dext MCP good for small business expense tracking?** Absolutely. It lets you monitor expense patterns and supplier data via chat, making complex accounting tasks feel as simple as asking a colleague for a quick summary.