AI Gmail Receipt Manager for Seamless Bookkeeping

AI Gmail Receipt Manager for Seamless Bookkeeping

This AI agent skill automates the retrieval and organization of receipts and invoices from a user's Gmail account directly into Numina for streamlined bookkeeping processes.

What this skill does

• Connects to the user's Gmail and identifies company and calendar period through the get_company_info function.
• Searches Gmail for receipts and invoices using specific criteria, focusing on attachments (PDF, PNG, JPG) and keywords like "receipt", "invoice", or "order confirmation".
• Excludes non-relevant emails such as newsletters, shipping notices, quotes, and payment reminders.
• Ensures no duplication by polling Numina's database with search_documents to verify if a receipt is already recorded.
• Provides two methods to import receipts into Numina:
  • Forwarding them through Gmail for direct matching and integration.
  • Creating draft forwards if email sending is restricted, requiring user action to complete the process.

Who it is for

• Developers and teams utilizing AI coding agents such as Claude Code, Cursor, and Codex seeking to automate receipt collection and bookkeeping processes.
• Organizations that need to streamline accounting by integrating email-based receipt management with existing tools.

Use cases

• Automating monthly bookkeeping by systematically collecting and processing vendor receipts directly from Gmail.
• Reducing manual workload in finance departments by integrating with Numina to track financial transactions accurately.
• Ensuring organized financial record-keeping in business environments needing seamless automation solutions.

Technical details

• Integrates with Gmail for receipt and invoice retrieval.
• Utilizes the Numina MCP to manage and sync documents for accurate financial tracking.
• Employs AI application capabilities in accounting for enhanced bookkeeping procedures.

This provides general workflow assistance only and is not legal, tax, accounting or financial advice.

Source & Licence

This package is built on open-source work published by Numina-Technologies (Numina-Technologies/mcp) and distributed under MIT. The original licence text and copyright notice are included in your download.

Personal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.

Your purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.

Delivery & Support

• Delivery: instant — a secure download link is emailed to you as soon as payment is confirmed.
• Format: ZIP archive containing the skill files, documentation and the original licence.
• Support: support@mcpcart.com — we aim to reply within 2 business days.
• Updates: updates are included only where stated on this page.

Refunds

This is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.

Claude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.