Veryfi

Veryfi MCP Connector for Claude

A+

Automate document OCR and data extraction via Veryfi — process receipts, invoices, business cards, bank statements, and tax forms directly from your AI agent.

57 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Veryfi account to any AI agent and automate document data extraction with human-level accuracy in seconds.

What you can do

  • Receipts & Invoices — Process and extract structured line-by-line data from financial documents using process_documents
  • Tax Forms & Bank Statements — Parse complex financial forms like W-2s, W-9s, W-8BEN-Es, and bank statements with dedicated tools like process_w2s and process_bank_statements
  • Business Cards & Checks — Extract contact details and check metadata instantly using process_business_cards and process_checks
  • Custom Blueprints — Process any unstructured document using custom blueprints with process_any_document
  • Document Management — Retrieve, update, and delete processed documents securely using get_documents, update_documents, and delete_documents

How it works

  1. Subscribe to this server
  2. Enter your Veryfi Client ID, Username, API Key, and Client Secret
  3. Start processing documents from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Finance Teams — Automate expense management, invoice processing, and bank reconciliation without manual data entry
  • Developers — Integrate advanced OCR and document parsing directly into your development workflows and AI agents
  • Operations Managers — Streamline tax document collection and business card sorting automatically
ocrdocument-processingreceipt-parsinginvoice-extractiondata-extraction

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

delete_bank_statements

Delete a bank_statements

delete_business_cards

Delete a business_cards

delete_checks

Delete a checks

delete_contracts

Delete a contracts

delete_documents

Delete a documents

delete_parse_documents

Delete a parse_documents

delete_w2s

Delete a w2s

delete_w8ben_e

Delete a w8ben_e

delete_w9s

Delete a w9s

get_bank_statements

Get a specific bank_statements by ID

get_business_cards

Get a specific business_cards by ID

get_checks

Get a specific checks by ID

get_contracts

Get a specific contracts by ID

get_documents

Get a specific documents by ID

get_parse_documents

Get a specific parse_documents by ID

get_w2s

Get a specific w2s by ID

get_w8ben_e

Get a specific w8ben_e by ID

get_w9s

Get a specific w9s by ID

list_bank_statements

List bank_statements

list_business_cards

List business_cards

list_checks

List checks

list_contracts

List contracts

list_documents

List documents

list_parse_documents

List parse_documents

list_w2s

List w2s

list_w8ben_e

List w8ben_e

list_w9s

List w9s

process_bank_statements

Process a new bank_statements

process_business_cards

Process a new business_cards

process_checks

Process a new checks

process_contracts

Process a new contracts

process_documents

Process a new documents

process_parse_documents

Process a new parse_documents

process_w2s

Process a new w2s

process_w8ben_e

Process a new w8ben_e

process_w9s

Process a new w9s

update_bank_statements

Update a bank_statements

update_business_cards

Update a business_cards

update_checks

Update a checks

update_contracts

Update a contracts

update_documents

Update a documents

update_parse_documents

Update a parse_documents

update_w2s

Update a w2s

update_w8ben_e

Update a w8ben_e

update_w9s

Update a w9s

add_webhook

Add a pending webhook

classify_document

Classify a document into a specific type

confirm_webhook

Confirm a pending webhook

create_client_key

Create a new API key

delete_any_document

Delete any document

delete_client_key

Remove a client key

get_any_document

Get any document by ID

list_any_documents

List any documents

list_client_keys

Retrieve client keys list

list_webhooks

Get configured webhooks

process_any_document

Process any unstructured document using a blueprint

reset_client_keys

Regenerate all API keys

See how to talk to your AI agent using Veryfi.

Process this receipt URL: https://example.com/receipt.jpg

I've processed the receipt. Here are the details: - **Vendor**: Tech Supplies Inc. - **Total**: $124.50 - **Tax**: $10.20 - **Date**: 2023-10-25 Would you like me to list the line items?

Extract data from this bank statement: https://example.com/statement.pdf

I've analyzed the bank statement. Here is the summary: - **Bank**: Chase Bank - **Account Number**: *******1234 - **Beginning Balance**: $5,430.00 - **Ending Balance**: $6,120.00 - **Statement Period**: Oct 1 - Oct 31, 2023

Process this driver's license using the 'us_driver_license' blueprint: https://example.com/license.png

Using the 'us_driver_license' blueprint, I extracted the following: - **Name**: Jane Doe - **License Number**: D1234567 - **State**: CA - **Expiration Date**: 2028-05-12 - **Date of Birth**: 1990-01-01

Yes! You can use the `process_any_document` tool with a specific blueprint name (such as a driver's license or insurance card) to extract structured data from almost any unstructured document type.

Related Connectors