Receipt Retention Plan

Receipt Retention Plan MCP Connector for Claude

A+

Manage purchase records, warranty periods, and tax retention schedules.

4 tools Official Updated Oct 1, 2026 Official Vinkius Partner

This MCP server connects AI agents to a management engine that processes purchase records against user-defined retention policies, tax requirements, and warranty periods. It generates actionable filing schedules, identifies missing documentation, and calculates exact disposal dates for receipts. Use get_filing_schedule to view upcoming actions, calculate_disposal_dates to find safe destruction dates, map_receipt_to_items to verify links, and identify_recovery_actions to handle missing documentation.

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

get_filing_schedule

Generates a chronological list of all upcoming filing and disposal actions

calculate_disposal_dates

Determines the exact expiration date for every receipt based on the maximum of all applicable retention constraints

identify_recovery_actions

Identifies which purchases are missing required documentation and suggests how to recover them

map_receipt_to_items

Establishes clear links between individual receipt files and the physical or digital goods they represent

See how to talk to your AI agent using Receipt Retention Plan.

Show me my upcoming filing and disposal schedule.

Your next scheduled action is to archive the receipt for the Laptop Purchase on 2025-06-15.

When can I safely destroy my receipt for the coffee machine?

The receipt for the coffee machine can be safely destroyed on 2027-01-10 after the warranty expires.

Are there any missing receipts I need to worry about?

Yes, the receipt for the Office Chair is missing. You should contact the vendor to request a digital copy.

The `calculate_disposal_dates` tool determines the expiration date by finding the maximum of the user's custom retention period, the manufacturer's warranty, or statutory tax requirements.

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