# Receiptor AI ## Docs - [currency.convert](https://docs.receiptor.ai/api-reference/capabilities/currencyconvert.md): Convert amounts between different currencies. Uses current rates by default, or historical rates for a specific date. - [documents.bulk-edit](https://docs.receiptor.ai/api-reference/capabilities/documentsbulk-edit.md): Bulk edit documents. Supports dry-run preview (default) and execute modes. Preview returns matching documents with proposed changes and available merchants/categories for context. - [documents.count](https://docs.receiptor.ai/api-reference/capabilities/documentscount.md): Count documents and aggregate data. Use for spending totals and financial analysis. Supports grouping by merchant, category, date, etc. Gets ALL matching documents. - [documents.delete](https://docs.receiptor.ai/api-reference/capabilities/documentsdelete.md): Soft-delete a document (receipt, invoice, etc.). The document is archived and can be recovered. Also archives any duplicate documents and cleans up cross-references. - [documents.get](https://docs.receiptor.ai/api-reference/capabilities/documentsget.md): Retrieve a single document by ID with full details. Returns all extracted fields including merchant info, line items, amounts, file URL, and source. - [documents.inspect](https://docs.receiptor.ai/api-reference/capabilities/documentsinspect.md): Inspect the original document file (image/PDF) with a vision model and compare visible values against currently stored extracted fields. - [documents.search](https://docs.receiptor.ai/api-reference/capabilities/documentssearch.md): Search, filter, and retrieve user's documents. Supports text search, filtering by document type, export status, date ranges, sorting, and semantic similarity. - [documents.unarchive](https://docs.receiptor.ai/api-reference/capabilities/documentsunarchive.md): Restore a previously archived document so it is active again. - [exports.get](https://docs.receiptor.ai/api-reference/capabilities/exportsget.md): Get one export record by ID for the current workspace. - [exports.list](https://docs.receiptor.ai/api-reference/capabilities/exportslist.md): List export records with filters (document, integration, date range) for the current workspace. - [files.upload](https://docs.receiptor.ai/api-reference/capabilities/filesupload.md): Upload a receipt, invoice, or financial document for processing. Accepts images (JPEG, PNG, GIF, WebP, BMP, TIFF) and PDFs up to 10MB. The file will be extracted and categorized automatically. - [integrations.list](https://docs.receiptor.ai/api-reference/capabilities/integrationslist.md): List available integrations for the user. Can filter by category (email, accounting, storage, social) and status. Returns integration IDs needed for sendToIntegration and other operations. - [integrations.send](https://docs.receiptor.ai/api-reference/capabilities/integrationssend.md): Send a document (receipt/invoice) to an accounting integration (Xero or QuickBooks). Requires integrationId and tenantId. Use listIntegrations to find available integrations. Set dryRun=true (default) to preview, dryRun=false to queue for sending. - [integrations.unlink](https://docs.receiptor.ai/api-reference/capabilities/integrationsunlink.md): Unlink a document from an integration (supports Xero and QuickBooks). Set dryRun=true (default) to preview, including invoice details and orphaned attachments. Set dryRun=false to execute. This action is IRREVERSIBLE. - [rules.execute](https://docs.receiptor.ai/api-reference/capabilities/rulesexecute.md): Create and save an automation rule from a natural language description. Requires explicit confirmation (confirm=true). Use prepareRule first to preview. - [rules.list](https://docs.receiptor.ai/api-reference/capabilities/ruleslist.md): List automation rules for the user. Shows rule information including name, status, trigger type, and execution stats. - [rules.prepare](https://docs.receiptor.ai/api-reference/capabilities/rulesprepare.md): Prepare a rule creation by converting natural language into a structured rule configuration. Returns a preview of what would be created. Use executeRule to save it. - [workspaces.list](https://docs.receiptor.ai/api-reference/capabilities/workspaceslist.md): List available workspaces (organizations) for the authenticated user. - [List all capabilities](https://docs.receiptor.ai/api-reference/discovery/list-all-capabilities.md): Returns all available capabilities with their names, descriptions, permissions, and JSON Schema input definitions. No authentication required. - [Exchange token](https://docs.receiptor.ai/api-reference/oauth2/exchange-token.md): Exchange a refresh token for a new access token. - [OAuth 2.0 authorization](https://docs.receiptor.ai/api-reference/oauth2/oauth-20-authorization.md): Initiate the OAuth 2.0 authorization code flow with PKCE. - [API Keys](https://docs.receiptor.ai/api/authentication/api-keys.md): How to create API keys and use them with workspace context. - [Capability Approvals](https://docs.receiptor.ai/api/capabilities/approvals.md): How approval-required capability execution works across REST, MCP, CLI, web assistant, and WhatsApp. - [Discover Capabilities](https://docs.receiptor.ai/api/capabilities/discover.md): Retrieve the capability catalog and input schemas. - [Execute Capability](https://docs.receiptor.ai/api/capabilities/execute.md): Execute a capability by slug using API key authentication. - [Live Capabilities Catalog](https://docs.receiptor.ai/api/capabilities/live-catalog.md): Auto-generated capability list and input schemas from the live discovery endpoint. - [Capabilities Overview](https://docs.receiptor.ai/api/capabilities/overview.md): Discover and execute Receiptor capabilities through the external API. - [CLI Commands](https://docs.receiptor.ai/api/cli/commands.md): Command reference for API key auth, workspace context, and capability execution. - [CLI Overview](https://docs.receiptor.ai/api/cli/introduction.md): Use the Receiptor CLI to manage workspace context and execute capabilities. - [API Overview](https://docs.receiptor.ai/api/introduction.md): External API surface and capability-first model. - [MCP Client Setup](https://docs.receiptor.ai/api/mcp/client-setup.md): Configure Receiptor MCP in major clients (Claude Code, Cursor, Windsurf, Cline). - [MCP Introduction](https://docs.receiptor.ai/api/mcp/introduction.md): Receiptor MCP server, transport, tools, and workspace behavior. - [MCP OAuth2](https://docs.receiptor.ai/api/mcp/oauth.md): Dynamic client registration, scopes, and workspace-bound authorization flow. - [MCP Transport & Methods](https://docs.receiptor.ai/api/mcp/transport-and-methods.md): JSON-RPC methods, auth behavior, and request examples. - [AI Memory](https://docs.receiptor.ai/api/platform/ai-memory.md): What Receiptor AI currently stores as long-term memory, how it is scoped, and where it is used. - [Backend Surface Map](https://docs.receiptor.ai/api/platform/backend-surfaces.md): Host/path/auth mapping for API, MCP, and CLI. - [Correction Events](https://docs.receiptor.ai/api/platform/correction-events.md): The raw learning log behind Receiptor AI memory promotion. - [Workspace Context](https://docs.receiptor.ai/api/workspaces/context.md): List workspaces and apply organization context in API, CLI, and MCP. - [Introduction](https://docs.receiptor.ai/introduction.md): Receiptor developer docs for API, capabilities, MCP, and CLI. - [Quickstart](https://docs.receiptor.ai/quickstart.md): Create an API key, select workspace context, and run your first calls. ## OpenAPI Specs - [openapi](https://docs.receiptor.ai/api-reference/openapi.json)