MCP Server

Install

npm install -g @moneyline/mcp-server

npx @moneyline/mcp-server

Claude Desktop

Add the server to ~/Library/Application Support/Claude/claude_desktop_config.json, then restart Claude Desktop.

{
  "mcpServers": {
    "moneyline": {
      "command": "moneyline-mcp",
      "env": {
        "MONEYLINE_API_KEY": "ml_live_xxxxx",
        "MONEYLINE_API_URL": "https://api.moneyline.co"
      }
    }
  }
}

{
  "mcpServers": {
    "moneyline": {
      "command": "npx",
      "args": ["-y", "@moneyline/mcp-server"],
      "env": {
        "MONEYLINE_API_KEY": "ml_live_xxxxx",
        "MONEYLINE_API_URL": "https://api.moneyline.co"
      }
    }
  }
}

Point MONEYLINE_API_URL at http://localhost:3000 when running against a local, self-hosted API.

Environment Variables

Variable	Default	Description
`MONEYLINE_API_KEY`	—	API key for authentication
`MONEYLINE_API_URL`	`http://localhost:3000`	API server URL

Tools Reference

Submissions (8 tools)

Tool	Description
`moneyline_create_submission`	Create a new submission with external ID and metadata
`moneyline_get_submission`	Retrieve a submission by ID
`moneyline_list_submissions`	List all submissions with pagination
`moneyline_update_submission`	Update submission name/metadata
`moneyline_start_workflow`	Kick off the processing pipeline
`moneyline_get_processing_status`	Check processing progress and stage
`moneyline_find_duplicates`	Find duplicate submissions by fuzzy match
`moneyline_delete_submission`	Delete a submission and all associated data

Documents (5 tools)

Tool	Description
`moneyline_upload_document`	Upload a PDF/image to a submission
`moneyline_list_documents`	List documents for a submission
`moneyline_get_parsed_results`	Get extracted/parsed data from a document
`moneyline_reclassify_document`	Change document classification
`moneyline_split_document`	Split a multi-document PDF into individual docs

Transactions (3 tools)

Tool	Description
`moneyline_enrich_transactions`	Enrich transactions with categories, merchants, flags
`moneyline_create_transactions`	Manually create transactions for a submission
`moneyline_get_transactions`	List transactions with filtering

Analytics (9 tools)

Tool	Description
`moneyline_get_scorecard`	Full underwriting scorecard
`moneyline_get_cashflow`	Cashflow analysis (inflows, outflows, net)
`moneyline_get_risk_score`	Risk score with breakdown
`moneyline_get_balances`	Account balance history and trends
`moneyline_get_anomalies`	Anomaly detection results
`moneyline_get_forecasts`	Revenue/cashflow forecasts
`moneyline_get_statistics`	Statistical summary of financials
`moneyline_get_recurring`	Recurring transaction detection
`moneyline_get_merchant_summary`	Spending by merchant

Policies (4 tools)

Tool	Description
`moneyline_evaluate_policy`	Evaluate a submission against policy rules
`moneyline_create_rule`	Create a new policy rule
`moneyline_list_rules`	List rules for a policy
`moneyline_get_policy_history`	Get policy evaluation history

Integrations (2 tools)

Tool	Description
`moneyline_import_plaid`	Import bank data via Plaid link
`moneyline_import_bank_pdf`	Import and process a bank statement PDF

Workflows (14 tools)

Author, run, and debug the workflow engine’s pipelines. Start from a template rather than a blank graph, and check moneyline_list_node_types before authoring — activation rejects any node type the engine cannot run.

Tool	Description
`moneyline_list_node_types`	Every node type the engine can run, with its category and config fields
`moneyline_list_workflow_templates`	Prebuilt templates (MCA application processing, bank statement analysis, SBA loan processing, and more)
`moneyline_get_workflow_template`	One template including its full node graph
`moneyline_clone_workflow_template`	Copy a template into an editable workflow owned by this tenant
`moneyline_create_workflow`	Create a workflow from a trigger and nodes; starts as a draft
`moneyline_get_workflow`	One workflow including its full node graph
`moneyline_list_workflows`	This tenant’s workflows with status and last run
`moneyline_update_workflow`	Update a workflow; nodes and edges are replaced wholesale, not merged
`moneyline_delete_workflow`	Delete a workflow permanently
`moneyline_activate_workflow`	Activate a workflow so its trigger fires
`moneyline_deactivate_workflow`	Pause a workflow; existing runs are unaffected
`moneyline_run_workflow`	Run a workflow now regardless of its trigger; returns a `run_id`
`moneyline_list_workflow_runs`	A workflow’s executions, newest first
`moneyline_get_workflow_run`	One run with its per-node step timeline

Resources Reference

Resources provide read-only access to Moneyline data via resource:// URIs.

Resource	URI Pattern	Description
Submissions	`moneyline://submissions/{id}`	One submission
Documents	`moneyline://documents/{id}`	One document
Transactions	`moneyline://transactions?submission_id={submission_id}`	Transactions for a submission
Analytics	`moneyline://analytics/{id}/scorecard`	Scorecard for a submission
Categories	`moneyline://categories`	Transaction category taxonomy

Usage Examples

Once configured, ask Claude:

“Create a new submission for Acme Corp with external ID acme-001, upload this bank statement, and generate a scorecard.”

“Show me the cashflow analysis and risk score for submission sub_abc123.”

“Find any anomalies in the transactions for my latest submission.”

“Evaluate submission sub_abc123 against our auto-approve policy.”

“Enrich these transactions: AMZN MKTP $49.99, STARBUCKS $6.50, DIRECT DEP ACME $5000”

Running Locally

cd apps/mcp

# Install deps
npm install

# Build
npm run build

# Run (stdio transport)
MONEYLINE_API_KEY=ml_live_xxxxx node dist/index.js

# Dev mode (auto-reload)
MONEYLINE_API_KEY=ml_live_xxxxx npm run dev

OpenClaw Skill

If using OpenClaw, the MCP server can also be registered as a skill. See the OpenClaw skill in apps/mcp/ for configuration details.

Get started

Guides

Tools

Install

Claude Desktop

Environment Variables

Tools Reference

Submissions (8 tools)

Documents (5 tools)

Transactions (3 tools)

Analytics (9 tools)

Policies (4 tools)

Integrations (2 tools)

Workflows (14 tools)

Resources Reference

Usage Examples

Running Locally

OpenClaw Skill

​Install

​Claude Desktop

​Environment Variables

​Tools Reference

​Submissions (8 tools)

​Documents (5 tools)

​Transactions (3 tools)

​Analytics (9 tools)

​Policies (4 tools)

​Integrations (2 tools)

​Workflows (14 tools)

​Resources Reference

​Usage Examples

​Running Locally

​OpenClaw Skill

Install

Claude Desktop

Environment Variables

Tools Reference

Submissions (8 tools)

Documents (5 tools)

Transactions (3 tools)

Analytics (9 tools)

Policies (4 tools)

Integrations (2 tools)

Workflows (14 tools)

Resources Reference

Usage Examples

Running Locally

OpenClaw Skill