Veryfi MCP for AI. Extract structured data from any document type.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
How this MCP server connects to your AI agent
Veryfi automates data extraction from physical and digital documents like receipts, invoices, bank statements, and tax forms. Connect your AI agent to pull structured line-by-line details from complex files with human-level accuracy in seconds.
What AI agents can do with Veryfi Automation
Delete bank statements
Removes a specific bank statement record entirely from the database.
Delete business cards
Deletes all data associated with a specific business card entry.
Delete checks
Removes records of processed checks from the system archive.
Processes financial documents to break down total amounts into specific, usable components like itemized tax and vendor costs.
Reads highly regulated tax paperwork, such as W-2s or bank statements, identifying key fields like account numbers and dates automatically.
Scans images of business cards to pull out names, company titles, and phone numbers into a clean format.
Allows your agent to retrieve specific records, list all stored documents, or securely delete files from the archive.
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What AI agents can do with Veryfi MCP with 30 Tools
These tools allow you to manage the entire document lifecycle: processing new files, retrieving specific records, listing archives, and securely deleting obsolete data.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Veryfi on VinkiusDelete Bank Statements
Removes a specific bank statement record entirely from the database.
Delete Business Cards
Deletes all data associated with a specific business card entry.
Delete Checks
Removes records of processed checks from the system archive.
Delete Contracts
Deletes records of previously processed contracts by their unique identifier.
Delete Documents
Removes general document files from the system archive based on ID.
Delete Parse Documents
Deletes records of previously parsed documents, cleaning up the data set.
Delete W2s
Wipes out specific tax forms related to W-2 information from the system.
Delete W8ben E
Removes records of Foreign Tax Form W-8BEN-E.
Delete W9s
Deletes a specific completed IRS W-9 form record.
Get Bank Statements
Fetches a specific bank statement record by providing its unique ID.
Get Business Cards
Retrieves all contact details and metadata from a single business card entry.
Get Checks
Fetches the image and data for a specific check record by ID.
Get Contracts
Retrieves all details of a contract file using its unique identifier.
Get Documents
Gets the metadata for a general document by supplying its ID number.
Get Parse Documents
Fetches the processed data details associated with a specific parse document.
Get W2s
Retrieves all parsed information from a specific W-2 tax form record by ID.
Get W8ben E
Fetches the data for a single Foreign Tax Form W-8BEN-E submission.
Get W9s
Retrieves all submitted information from a specific IRS W-9 form by ID.
List Bank Statements
Returns an index listing all available bank statement records.
List Business Cards
Provides a list of every business card record stored in the system.
List Checks
Returns an index listing all processed check records.
List Contracts
Returns an index listing all contracts stored in the system.
List Documents
Provides a list of general document records that have been processed.
List Parse Documents
Returns an index listing all parsed documents, showing what was extracted.
List W2s
Provides a list of all W-2 tax form records stored in the system.
List W8ben E
Returns an index listing all Foreign Tax Form W-8BEN-E submissions.
List W9s
Provides a list of every IRS W-9 form submitted to the system.
Process Bank Statements
Processes an uploaded bank statement file to pull out beginning balances, ending...
Process Business Cards
Takes a picture of a business card and extracts the name, title, company, and...
Process Checks
Reads data from a check image, extracting key details like the amount, date, and payee.
Process Contracts
Extracts structured clauses, dates, and parties from complex legal contract documents.
Process Documents
Processes a general document image or PDF to extract key data points based on...
Process Parse Documents
Extracts structured data from documents that have already been initially processed...
Process W2s
Processes a W-2 form image or PDF, extracting employee names, tax codes, and...
Process W8ben E
Extracts data from the Foreign Tax Form W-8BEN-E to verify non-US residency status.
Process W9s
Processes an IRS W-9 form image, capturing the vendor's legal name and tax ID number.
Update Bank Statements
Modifies the data within an already stored bank statement record.
Update Business Cards
Corrects or adds new information to existing business card records.
Update Checks
Updates specific fields like the date or payee on a previously processed check...
Update Contracts
Modifies key terms, dates, or parties listed in an existing contract document.
Update Documents
Changes general metadata fields associated with a stored document file.
Update Parse Documents
Makes corrections or additions to data that was originally extracted and parsed from a document.
Update W2s
Corrects specific fields on an existing W-2 tax form record, like earnings or dates.
Update W8ben E
Updates details for a previously submitted Foreign Tax Form W-8BEN-E.
Update W9s
Makes corrections to the vendor's name or tax ID number on an existing W-9 form.
Add Webhook
Sets up a notification trigger to alert systems when a specific event happens with...
Classify Document
Reads an uploaded file and determines its type, like 'invoice' or 'receipt'.
Confirm Webhook
Validates a webhook endpoint to ensure the system can receive future notifications.
Create Client Key
Generates a new unique API key that grants access to document processing services.
Delete Any Document
Permanently removes any document record from the system archive by ID.
Delete Client Key
Revokes and removes an existing API key, eliminating its access rights.
Get Any Document
Retrieves the metadata for any document file using its ID.
List Any Documents
Gets a list of general documents that have been successfully processed in the system.
List Client Keys
Shows a list of every active API key created for the client account.
List Webhooks
Shows all configured webhooks and their current status.
Process Any Document
Extracts structured data from any type of document image or PDF using a specific...
Reset Client Keys
Invalidates all existing API keys for security reasons, forcing a re-creation of new...
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Veryfi integration is available immediately — no restart needed.
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 Veryfi, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ 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
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Veryfi. 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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Built on the Model Context Protocol (MCP) for 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 connection provides 57 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Paper Pile Problem, Solved with Vinkius AI Gateway
Right now, when an invoice or receipt comes in, someone has to open the file. They scroll down to find the total. Then they have to manually copy the vendor name into one spreadsheet tab and the date into another. This means opening five different applications just to get basic data points.
With this MCP, your agent handles all of that. You feed it the document, and it spits out a clean payload. It's not just reading text; it's interpreting structure. The result is structured JSON data—no messy PDFs, no manual copy-pasting required.
Get Structured Data with process_any_document
The biggest time sink goes away: figuring out which tool to use. Instead of having separate steps for receipts, checks, and invoices, you can point your agent at any document type using `process_any_document`. The system uses blueprints to understand the context regardless of file format.
This means your workflow doesn't break when a new type of form comes along. You just pass it through the general processing tool. It’s reliable, flexible, and built for scale.
What your AI can actually do with this
Connect your AI client to Veryfi for document OCR that actually works. Forget manually reading tables or cross-referencing fields; this MCP reads receipts, invoices, bank statements, and tax forms, pulling out structured data you can use immediately. You send a picture, you get clean JSON output. Whether you're processing an expense report using process_documents, parsing W-2s with process_w2s, or grabbing contact info from business cards via process_business_cards, the goal is always instant, accurate data capture.
It also lets you manage your records—you can pull a list of all documents with list_documents and clean up old files using delete_any_document. Because this MCP handles so much sensitive financial information, it runs through Vinkius's zero-trust proxy; that means your keys are only used in transit, never stored on disk.
The entire process gives you an auditable trail for every action taken.
019ea60e-ac2a-725b-b35d-5c458d5a8729 
Here's how it actually works
The bottom line is: instead of writing complex parsing code, you just point your AI client at a document and let it extract everything it needs.
First, you connect your API credentials and approve access within Vinkius.
Next, you send an image file or document URL to the MCP, telling it which kind of data you need extracted (e.g., 'process this invoice').
Finally, the MCP returns a structured data object containing the specific fields—like total amounts, dates, and names—ready for your agent to use.
Who is this actually for?
This is for the accounting clerk who spends hours manually keying data from stacks of paper. It's also for the developer building financial applications that need to read external documents without a massive internal database build-out.
Uses this MCP daily to process incoming invoices and receipts, ensuring every line item is captured and ready for payment approval.
Runs batch jobs to pull data from bank statements or tax forms across multiple periods, guaranteeing all financial records are accounted for.
Integrates document parsing into CI/CD pipelines so that new documents automatically pass through a standardized extraction and validation step.
What Changes When You Connect
Process invoices and receipts with process_documents to instantly break down total amounts into line items, eliminating manual spreadsheet entry.
Handle complex tax forms like W-2s or bank statements using specialized tools (process_w2s, process_bank_statements) that know exactly where the critical data lives.
Maintain a full audit trail for every document processed. Because this MCP runs through Vinkius, you get cryptographically signed records of what happened and when.
You can manage your whole archive using tools like list_documents and get_any_document, ensuring nothing is lost and everything is searchable by ID.
Need to correct data? Use update functions like update_checks or update_w9s instead of re-uploading the entire file, saving time and preventing version mismatch issues.
The whole system scales with Vinkius. You connect once from your AI agent, and you can use this MCP alongside a messaging service or billing platform for total workflow automation.
See it in action
Handling Quarterly Expenses
A finance manager gets 50 receipts from the field team. Instead of opening 50 PDF files and copying dates/vendors, they run the batch through process_documents. The agent returns a clean list of expense reports ready for submission.
Vendor Onboarding Compliance
An operations analyst needs to verify a new vendor's tax status. They upload the W-9, and the MCP runs process_w9s, returning the legal name and Tax ID Number immediately for cross-checking.
Reconciling Bank Statements
Instead of downloading PDF bank statements monthly, they feed them to the agent which calls process_bank_statements. The resulting structured data is loaded directly into the accounting system's ledger.
CRM Data Enrichment
A sales rep gets a business card at a networking event. They take a picture, and the agent calls process_business_cards, instantly getting the person's title and company details to update their CRM record.
The honest tradeoffs
Treating all documents the same
Running a general process_documents command on a W-2 form, hoping it extracts tax codes. The result is often messy or incomplete.
Don't use a generic tool for specific forms. If you have a W-2, run the specialized function: process_w2s. This guarantees extraction of fields like tax codes and earnings.
Overwriting data by mistake
A developer calls delete_documents without first running get_documents to confirm the specific document ID, potentially wiping out needed records.
Always list what you're about to delete. Run list_documents first. Then use get_any_document with the exact ID before calling delete_documents.
Manual data reconciliation
Manually comparing a printed check against an accounting ledger, risking human error and wasting hours.
Use process_checks. This tool reads the amount and date from the image directly, giving you structured numbers to match up instantly.
When It Fits, When It Doesn't
You should use this MCP if your workflow involves turning images or PDFs into usable data. Specifically, if you're dealing with finance (receipts, invoices) or HR documents (tax forms), the specialized processing tools like process_w9s and process_bank_statements are necessary because they understand those specific document structures. Don't use this if your goal is only to organize text; that needs a generic messaging or note-taking tool. If you just need to find a file, start by using the list tools (list_documents, list_contracts). Use the update functions (update_business_cards) when you know the record exists but needs a small field correction, otherwise, process it fresh.
Questions you might have
How do I process multiple different document types with Veryfi? +
You can run a sequence of specialized tools like process_documents (for invoices) followed by process_w2s (for tax forms). The agent handles the transition between data types automatically.
Is there a way to update records after processing them with process_bank_statements? +
Yes, you can use specialized update functions. After running process_bank_statements, if a number needs changing, you call update_bank_statements instead of reprocessing the whole file.
What is the difference between get_documents and list_documents? +
list_documents gives you an index—a view of all existing documents. You must use get_documents and provide a specific ID to pull the actual metadata for one document.
Can I delete data from multiple sources using Veryfi? +
Yes, if you process an invoice using process_documents, you can later remove that record by calling delete_documents and providing the necessary ID.
If I need to manage or check my credentials, how do I use the `list_client_keys` tool? +
It lists all existing API keys for your account. This is essential for security audits and verifying that no old, unused keys remain active. You should routinely cross-reference these keys against who currently needs access.
What steps do I need to take regarding webhooks using the `add_webhook` tool? +
Adding a webhook involves two parts: first, you use add_webhook to create it; second, you must call confirm_webhook afterward. The confirmation step validates your endpoint and ensures data transfer works correctly before going live.
Does the MCP have rate limits when I try to retrieve a large number of files using `list_any_documents`? +
Yes, there are built-in rate limits designed to prevent service overloads. For bulk retrieval operations, it's best practice to implement pagination logic in your agent calls rather than attempting one massive request.
When I use `get_documents`, what specific metadata can my AI client expect to retrieve? +
The tool provides key metadata about the document, including its unique ID, creation timestamp, and a status flag. This allows your agent to check if the data has already been processed or needs an update before calling other tools.
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.
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