Integration · Expenses

Connect Claude & ChatGPT to Veryfi OCR

Give your AI a receipt, invoice or bank statement and it reads the data out with Veryfi. It returns vendor, date, totals, tax and line items, or accounts, balances and transactions. It can also process checks, business cards, W-9 forms and custom document types, and search, tag and correct the documents you have already processed.

Connect Veryfi OCR free

Free plan, no credit card. Takes about a minute.

Try asking

“Read this receipt and tell me the vendor, total and VAT.”
The AI sends the file to Veryfi and returns vendor, date, totals, tax and line items. The document is saved in Veryfi.
“Pull the transactions out of this bank statement.”
It processes the statement and returns the accounts, balances and transactions.
“Which invoices from Office Depot did we process last month?”
It lists processed receipts and invoices filtered by search text and date range.

What your AI can do

Receipts and invoices

Extract vendor, date, totals, tax and line items, then list, correct, tag or delete processed documents.

Bank statements and checks

Read accounts, balances and transactions from bank statements, and payer, payee, amount and MICR details from checks.

23 tools for Veryfi OCR

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_document_tagsChanges dataAdd one or more tags to a receipt or invoice by document_id.
delete_documentDeletesPermanently delete a processed receipt or invoice by document_id. Cannot be undone.
get_any_documentGet one blueprint-processed document by document_id.
get_bank_statementGet one processed bank statement by document_id.
get_business_cardGet one processed business card by document_id.
get_checkGet one processed check by document_id.
get_documentGet one processed receipt or invoice by document_id with all extracted fields.
get_w9Get one processed W-9 form by document_id.
list_any_documentsList documents processed with blueprints, filtered by search text (q), blueprint_name or date.
list_bank_statementsList processed bank statements, filtered by search text (q) or created/updated date.
list_blueprintsList the blueprints (custom document types) available for process_any_document.
list_business_cardsList processed business cards, filtered by search text (q) or date.
list_checksList processed checks, filtered by search text (q) or date.
list_document_line_itemsList the extracted line items of a receipt or invoice by document_id.
list_documentsList processed receipts and invoices, filtered by search text (q), tag, status or date range.
list_w9sList processed W-9 forms, filtered by search text (q) or date.
process_any_documentChanges dataExtract data from any other document type using a blueprint: pass blueprint_name (see list_blueprints) and a public file_url (or base64 file_data).
process_bank_statementChanges dataExtract data from a bank statement: pass a public file_url (or base64 file_data with file_name). Returns accounts, balances and transactions.
process_business_cardChanges dataExtract contact details from a business card image: pass a public file_url (or base64 file_data with file_name).
process_checkChanges dataExtract data from a check image: pass a public file_url (or base64 file_data with file_name). Returns payer, payee, amount, date and MICR details.
process_documentChanges dataExtract data from a receipt or invoice: pass a public file_url (or file_urls, or base64 file_data with file_name). Returns vendor, date, totals, tax and line items, and saves the document.
process_w9Changes dataExtract data from a W-9 form: pass a public file_url (or base64 file_data with file_name).
update_documentChanges dataCorrect or add fields on a processed receipt or invoice by document_id, such as vendor, date, total, tax, category or notes.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Veryfi OCR from the app list.
2
Paste your key
Paste your Veryfi Client ID and a Bearer API key. Log in to the Veryfi Hub and open Settings > Keys (API Auth Credentials). Copy your Client ID, then create a Bearer API key, full access or scoped to the routes you want. The key must belong to the same account as the Client ID.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Veryfi OCR?

It can extract data from receipts, invoices, bank statements, checks, business cards, W-9 forms and blueprint document types. It can list and read the documents you have processed, correct fields and add tags on receipts and invoices, and delete a processed receipt or invoice.

Does the AI see my Veryfi credentials?

No. Your Veryfi Client ID and API key are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, for example only receipt processing and lookups. Deleting a processed document is permanent and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Veryfi account, and what your Veryfi plan includes is between you and Veryfi.

How does the AI send a document to Veryfi?

The processing tools take a public file URL, or the file itself as base64 data with a file name. A link the AI can reach, such as a public download link, is usually the simplest way.