Fee Navigator

Fee Navigator MCP Connector for Claude

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Analyze merchant statements via Fee Navigator — track potential savings, generate proposals, and manage audits directly through your AI agent.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Fee Navigator account to any AI agent and take full control of your merchant statement analysis and proposal workflow through natural conversation.

What you can do

  • Merchant Orchestration — List all managed merchants and fetch detailed profiles including current processing metadata natively
  • AI Statement Analysis — Trigger instant AI-powered analysis for uploaded merchant statements to identify hidden fees flawlessly
  • Proposal Intelligence — List, inspect, and track savings proposals to optimize your sales pipeline natively
  • Audit Management — Access detailed statement audits to verify processing costs and potential overcharges synchronously
  • Industry Benchmarking — Retrieve real-time industry statistics and savings benchmarks to validate your offers flawlessly
  • Document Flow — Manage statement uploads and tracking statuses directly from the cloud without manual portal navigation
  • Identity Context — Verify your API token user profile and account information through the agent flawlessly

How it works

  1. Subscribe to this server
  2. Enter your Fee Navigator API Token (found in Developer Settings)
  3. Start analyzing merchant statements from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Merchant Services ISOs — automate the ingestion and analysis of statements to speed up the sales cycle
  • Sales Agents — quickly check potential savings and proposal status while on the go using natural language
  • Payment Analysts — pull granular fee data and industry benchmarks directly into your AI-powered auditing workflow
merchant-servicesfee-analysiscost-optimizationfinancial-auditingproposal-management

12 tools expose this connector's capabilities to your AI agent.

analyze_statement

Trigger AI analysis for an uploaded statement

get_account_info

Get Fee Navigator account details

get_audit

Get details for a specific audit

get_industry_stats

Get merchant service industry savings benchmarks

get_me

Get current API token identity info

get_merchant

Get details for a specific merchant

get_proposal

Get details for a specific proposal

list_audits

List all statement audits

list_merchants

List all merchants in your Fee Navigator account

list_proposals

List all savings proposals

list_recent_activities

List recent merchant analysis activities

upload_statement

Upload a merchant statement for analysis

See how to talk to your AI agent using Fee Navigator.

List all active merchants in my account.

I've retrieved your merchants. You have 15 active accounts including 'Joe's Coffee' (ID: m_123) and 'Tech Haven' (ID: m_456). Would you like to see the latest analysis status for joe's Coffee?

Show me the potential savings for proposal P-789.

Inspecting proposal P-789... Based on the latest statement analysis, the merchant can save approximately $450 per month by switching to your recommended interchange-plus plan.

Check the current industry savings benchmarks.

Retrieving industry stats... Current data shows an average savings of 18.5% across the retail sector and 22% for hospitality merchants when optimizing processing fees.

You can generate an API Token in your Fee Navigator dashboard under the **Developer** or **Integrations** settings tab.

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