# AI2Fin Documentation

## Docs

- [API REFERENCE UPDATE](https://docs.ai2fin.com/API_REFERENCE_UPDATE.md)
- [DOCS SEO](https://docs.ai2fin.com/DOCS_SEO.md)
- [Claude Code setup](https://docs.ai2fin.com/ai-tools/claude-code.md): Configure Claude Code for your documentation workflow
- [Cursor setup](https://docs.ai2fin.com/ai-tools/cursor.md): Configure Cursor for your documentation workflow
- [Windsurf editor setup](https://docs.ai2fin.com/ai-tools/windsurf.md): Configure Windsurf workspace rules and Cascade AI assistant settings to help you write and maintain Mintlify documentation more efficiently.
- [Analyze single transaction for tax deductibility](https://docs.ai2fin.com/api-reference/ai-analysis/analyze-single-transaction-for-tax-deductibility.md): Evaluate a single transaction using the intelligent tax deduction engine.
- [Analyze transactions for tax deductions](https://docs.ai2fin.com/api-reference/ai-analysis/analyze-transactions-for-tax-deductions.md): Return tax deductibility analysis, documentation requirements, and GST considerations for each transaction.
- [Apply tax analysis results](https://docs.ai2fin.com/api-reference/ai-analysis/apply-tax-analysis-results.md): Persist AI tax analysis decisions (deductibility, business use, GST metadata) back to transactions.
- [Categorize transactions with AI](https://docs.ai2fin.com/api-reference/ai-analysis/categorize-transactions-with-ai.md): Analyze one or more transactions and return suggested categories with confidence and reasoning.
- [Create conversation](https://docs.ai2fin.com/api-reference/ai-assistant/create-conversation.md): Create a new chat conversation thread
- [Download chat file](https://docs.ai2fin.com/api-reference/ai-assistant/download-chat-file.md): Retrieve a previously uploaded file if the user is authorized
- [Get conversation](https://docs.ai2fin.com/api-reference/ai-assistant/get-conversation.md): Fetch a conversation with full message history
- [List conversations](https://docs.ai2fin.com/api-reference/ai-assistant/list-conversations.md): Retrieve chat conversations for the authenticated user
- [Send chat message](https://docs.ai2fin.com/api-reference/ai-assistant/send-chat-message.md): Send a user message and receive the AI assistant response
- [Stream assistant response](https://docs.ai2fin.com/api-reference/ai-assistant/stream-assistant-response.md): Initiate a streaming assistant response using Server-Sent Events (SSE)
- [Test streaming endpoint](https://docs.ai2fin.com/api-reference/ai-assistant/test-streaming-endpoint.md): Verify SSE streaming connectivity
- [Upload chat files](https://docs.ai2fin.com/api-reference/ai-assistant/upload-chat-files.md): Upload one or more files (receipts, invoices, documents) for assistant processing
- [Classify transaction](https://docs.ai2fin.com/api-reference/ai-services/classify-transaction.md): AI-powered transaction categorization with tax deduction analysis
- [Export ATO tax report](https://docs.ai2fin.com/api-reference/analytics-&-reports/export-ato-tax-report.md): Generate ATO-compliant tax deduction report
- [Get financial summary](https://docs.ai2fin.com/api-reference/analytics-&-reports/get-financial-summary.md): Retrieve comprehensive financial analytics and insights
- [Create API Key (User)](https://docs.ai2fin.com/api-reference/authentication/create-api-key-user.md): Create a new API key for the authenticated user. Users can create keys for themselves with safe default scopes. Defaults to mcp:full scope if not specified. API key is only shown once - save it immediately.
- [Generate API Key](https://docs.ai2fin.com/api-reference/authentication/generate-api-key.md): Generate API key for MCP integrations, automation, and server-to-server communication. Requires admin authentication. API key is only shown once - save it immediately.
- [Get current user profile](https://docs.ai2fin.com/api-reference/authentication/get-current-user-profile.md): Retrieve authenticated user information
- [List API Keys](https://docs.ai2fin.com/api-reference/authentication/list-api-keys.md): List all API keys for the authenticated user (admin access required)
- [List User API Keys](https://docs.ai2fin.com/api-reference/authentication/list-user-api-keys.md): List all API keys for the authenticated user
- [Login user](https://docs.ai2fin.com/api-reference/authentication/login-user.md): Authenticate user and receive JWT token
- [Register new user](https://docs.ai2fin.com/api-reference/authentication/register-new-user.md): Create a new user account with email and password
- [Create custom rule](https://docs.ai2fin.com/api-reference/automation/create-custom-rule.md): Create automation rule with conditions and actions
- [Execute custom rule](https://docs.ai2fin.com/api-reference/automation/execute-custom-rule.md): Manually execute a custom rule on matching transactions
- [List custom rules](https://docs.ai2fin.com/api-reference/automation/list-custom-rules.md): Get all user-defined automation rules for transactions, bills, and expenses
- [Create bank transaction](https://docs.ai2fin.com/api-reference/bank-transactions/create-bank-transaction.md): Manually add a new bank transaction
- [Delete transaction](https://docs.ai2fin.com/api-reference/bank-transactions/delete-transaction.md)
- [Get transaction by ID](https://docs.ai2fin.com/api-reference/bank-transactions/get-transaction-by-id.md)
- [List bank transactions](https://docs.ai2fin.com/api-reference/bank-transactions/list-bank-transactions.md): Retrieve paginated list of bank transactions with filtering options
- [Update transaction](https://docs.ai2fin.com/api-reference/bank-transactions/update-transaction.md)
- [Upload bank statement CSV](https://docs.ai2fin.com/api-reference/bank-transactions/upload-bank-statement-csv.md): Upload and parse bank statement CSV file with intelligent categorization
- [Create bill](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/create-bill.md)
- [Create bill pattern](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/create-bill-pattern.md): Create recurring bill pattern with automatic occurrence generation
- [List bill patterns](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/list-bill-patterns.md): Get all recurring bill patterns with automatic occurrence generation
- [List bills](https://docs.ai2fin.com/api-reference/bills-&-recurring-payments/list-bills.md): Retrieve all bills with filtering and pagination
- [Create category](https://docs.ai2fin.com/api-reference/categories/create-category.md)
- [List categories](https://docs.ai2fin.com/api-reference/categories/list-categories.md): Get all transaction/expense categories with tax settings
- [List expenses](https://docs.ai2fin.com/api-reference/expenses/list-expenses.md): Retrieve expenses with tax deduction information
- [Calculate GST/VAT](https://docs.ai2fin.com/api-reference/gst-&-tax/calculate-gstvat.md): Calculate GST/VAT amounts for tax-inclusive or tax-exclusive inputs
- [Get country tax rates](https://docs.ai2fin.com/api-reference/gst-&-tax/get-country-tax-rates.md): Retrieve active tax rates for a specific country
- [List country tax rates](https://docs.ai2fin.com/api-reference/gst-&-tax/list-country-tax-rates.md): Fetch all active tax rates grouped by country
- [API Reference](https://docs.ai2fin.com/api-reference/introduction.md): Complete API documentation for AI2Fin Financial Management Platform
- [MCP Inspector Endpoint](https://docs.ai2fin.com/api-reference/mcp-server/mcp-inspector-endpoint.md): Model Context Protocol endpoint for MCP Inspector tool and custom integrations. Supports API key authentication (X-API-Key header). Read-only by default. Rate limit: 50 requests per 15 minutes per API key.
- [MCP Inspector Health Check](https://docs.ai2fin.com/api-reference/mcp-server/mcp-inspector-health-check.md): Health check endpoint for MCP Inspector (no authentication required)
- [MCP Server - OAuth Integration](https://docs.ai2fin.com/api-reference/mcp-server/mcp-server--oauth-integration.md): Model Context Protocol endpoint for OAuth-based integrations. Supports OAuth (JWT) authentication. Provides 65+ financial tools for expense tracking, tax deductions, bill management, and financial analysis.
- [Analyze receipt asset](https://docs.ai2fin.com/api-reference/receipts-&-attachments/analyze-receipt-asset.md): Extract structured data from an uploaded receipt or invoice
- [Commit receipt](https://docs.ai2fin.com/api-reference/receipts-&-attachments/commit-receipt.md): Link an analyzed receipt to an existing entity or create a new expense
- [Unified search](https://docs.ai2fin.com/api-reference/search/unified-search.md): AI-powered search across transactions, bills, and expenses
- [Activate category set](https://docs.ai2fin.com/api-reference/smart-categories/activate-category-set.md): Set a category set as the active set for the user.
- [Assign category to transaction](https://docs.ai2fin.com/api-reference/smart-categories/assign-category-to-transaction.md): Assign a category to a transaction. Transactions can have multiple categories.
- [Assign multiple categories](https://docs.ai2fin.com/api-reference/smart-categories/assign-multiple-categories.md): Assign multiple categories to a transaction at once.
- [Create category set](https://docs.ai2fin.com/api-reference/smart-categories/create-category-set.md): Create a new category set. Elite+ subscription required.
- [Delete category set](https://docs.ai2fin.com/api-reference/smart-categories/delete-category-set.md): Delete a category set. Categories will be moved to the default set. Default sets cannot be deleted.
- [Duplicate category set](https://docs.ai2fin.com/api-reference/smart-categories/duplicate-category-set.md): Create a copy of a category set with all its categories.
- [Get active category set](https://docs.ai2fin.com/api-reference/smart-categories/get-active-category-set.md): Get the currently active category set for the user.
- [Get categories from sets](https://docs.ai2fin.com/api-reference/smart-categories/get-categories-from-sets.md): Get categories from specific sets, grouped by set ID. Useful for dropdowns and filtering.
- [Get category set by ID](https://docs.ai2fin.com/api-reference/smart-categories/get-category-set-by-id.md): Get a specific category set with its categories.
- [Get entity history](https://docs.ai2fin.com/api-reference/smart-categories/get-entity-history.md): Get full change history for a transaction, expense, bill, or bill pattern.
- [Get field history](https://docs.ai2fin.com/api-reference/smart-categories/get-field-history.md): Get change history for a specific field of an entity. Maximum 11 changes are retained.
- [Get recent changes](https://docs.ai2fin.com/api-reference/smart-categories/get-recent-changes.md): Get recent field changes for the authenticated user.
- [Get transaction categories](https://docs.ai2fin.com/api-reference/smart-categories/get-transaction-categories.md): Get all categories assigned to a transaction.
- [List category sets](https://docs.ai2fin.com/api-reference/smart-categories/list-category-sets.md): Get all category sets for the authenticated user. Elite+ subscription required.
- [Move category to set](https://docs.ai2fin.com/api-reference/smart-categories/move-category-to-set.md): Move a category from one set to another.
- [Remove category from transaction](https://docs.ai2fin.com/api-reference/smart-categories/remove-category-from-transaction.md): Remove a specific category assignment from a transaction.
- [Replace transaction categories](https://docs.ai2fin.com/api-reference/smart-categories/replace-transaction-categories.md): Replace all categories on a transaction with a new set of categories.
- [Update category set](https://docs.ai2fin.com/api-reference/smart-categories/update-category-set.md): Update an existing category set.
- [Get subscription status](https://docs.ai2fin.com/api-reference/subscription/get-subscription-status.md): Retrieve user subscription tier and usage quotas
- [List trips](https://docs.ai2fin.com/api-reference/travel-&-vehicles/list-trips.md): Get recorded business trips for tax deductions
- [List vehicles](https://docs.ai2fin.com/api-reference/travel-&-vehicles/list-vehicles.md): Get registered vehicles for travel expense tracking
- [Record trip](https://docs.ai2fin.com/api-reference/travel-&-vehicles/record-trip.md): Log business trip for ATO travel expense claims
- [Register vehicle](https://docs.ai2fin.com/api-reference/travel-&-vehicles/register-vehicle.md): Add vehicle for ATO logbook and travel deductions
- [Bank Connectors](https://docs.ai2fin.com/data-sources/bank-connectors.md): Coming Soon - Direct bank integration for real-time transaction synchronization
- [CSV/PDF Imports](https://docs.ai2fin.com/data-sources/csv-imports.md): Import financial data from CSV files and PDF bank statements
- [Email Processing](https://docs.ai2fin.com/data-sources/email-processing.md): Coming Soon - AI-powered email receipt and bill processing
- [iPaaS / Middlewares](https://docs.ai2fin.com/data-sources/ipaas-middlewares.md): Coming Soon - Intelligent automation through middleware integrations and AI-powered workflow orchestration
- [Local development setup](https://docs.ai2fin.com/development.md): Install the Mintlify CLI, run the local dev server, and preview documentation changes in your browser before pushing updates live to production.
- [Code blocks](https://docs.ai2fin.com/essentials/code.md): Display inline code and fenced code blocks with syntax highlighting, custom titles, line highlighting, and line numbers in your documentation.
- [Images and embeds](https://docs.ai2fin.com/essentials/images.md): Add image, video, and other HTML elements
- [Markdown syntax](https://docs.ai2fin.com/essentials/markdown.md): Text, title, and styling in standard markdown
- [Navigation configuration](https://docs.ai2fin.com/essentials/navigation.md): Define your sidebar menu structure using the navigation field in docs.json with support for nested groups, tabs, anchors, and external links.
- [Reusable snippets](https://docs.ai2fin.com/essentials/reusable-snippets.md): Reusable, custom snippets to keep content in sync
- [Global Settings](https://docs.ai2fin.com/essentials/settings.md): Mintlify gives you complete control over the look and feel of your documentation using the docs.json file
- [AI Analysis Tools](https://docs.ai2fin.com/features/ai-analysis-tools.md): Master the three powerful AI analysis buttons for intelligent transaction processing
- [AI Assistant (Chat)](https://docs.ai2fin.com/features/ai-assistant.md): Conversational AI assistant for financial insights, actions, and guidance
- [Allocations](https://docs.ai2fin.com/features/allocations.md): Coming Soon - Budget allocation and spending comparison features
- [Auto Type Detection](https://docs.ai2fin.com/features/auto-type-detection.md): AI-powered automatic transaction type detection and classification from input data
- [Categories](https://docs.ai2fin.com/features/categories.md): Organize and manage transaction categories for better financial tracking
- [Custom Rules](https://docs.ai2fin.com/features/custom-rules.md): Create automated rules for transaction processing and categorization
- [Insight+](https://docs.ai2fin.com/features/insight-plus.md): Coming Soon - Advanced analytics dashboard with variance analysis and financial insights
- [Patterns Navigation](https://docs.ai2fin.com/features/pattern-analysis.md): Navigate AI-powered pattern detection and recurring transaction analysis
- [Smart Categorization](https://docs.ai2fin.com/features/smart-categorisation.md): Navigate AI-powered transaction categorization with machine learning algorithms
- [Smart Category Sets](https://docs.ai2fin.com/features/smart-category-sets.md): Organize categories into powerful sets and apply multiple categories to transactions for comprehensive financial analysis
- [Smart Filters](https://docs.ai2fin.com/features/smart-filters.md): Master the powerful filtering system to efficiently find and analyze transactions
- [Tax Export](https://docs.ai2fin.com/features/tax-export.md): Export transactions for tax reporting and deduction tracking
- [Telegram Mini App](https://docs.ai2fin.com/features/telegram-mini-app.md): Track expenses, manage bills, and view your financial dashboard directly inside Telegram
- [User Preferences & Settings](https://docs.ai2fin.com/features/user-preferences.md): Control country-specific GST rates, currencies, business rules, and AI personalization for AI2Fin
- [Dashboard Navigation](https://docs.ai2fin.com/guides/dashboard-navigation.md): Complete guide to navigating the AI2Fin dashboard and accessing all features
- [Transaction Management](https://docs.ai2fin.com/guides/transaction-management.md): Complete guide to navigating and managing transactions in AI2Fin
- [Travel Expenses Navigation](https://docs.ai2fin.com/guides/travel-expenses.md): Complete guide to navigating and managing travel expenses and vehicle trips globally
- [AI2Fin Documentation](https://docs.ai2fin.com/index.md): Enterprise AI accounting platform with GST automation, digital receipt capture, and global expense intelligence
- [Finance MCP Authentication | MCP API Key | Financial Data API Token](https://docs.ai2fin.com/mcp/authentication.md): AI2Fin Finance MCP authentication guide. Learn OAuth (JWT) and API key authentication for MCP Inspector. Generate API tokens for financial data access, expense tracking MCP, and tax deduction MCP integrations.
- [Bill Tools](https://docs.ai2fin.com/mcp/bill-tools.md): Manage recurring bills and patterns
- [Connect AI2Fin MCP in Cursor | Cursor IDE Integration | Financial Data MCP](https://docs.ai2fin.com/mcp/cursor-integration.md): Connect AI2Fin Finance MCP Server to Cursor IDE. Get your MCP configuration JSON, copy with one click, and authenticate to access your financial data directly in Cursor. Step-by-step setup guide.
- [Finance MCP Examples | MCP Integration Code | Financial Data API Examples](https://docs.ai2fin.com/mcp/examples.md): Production-ready finance MCP integration examples. Connect ChatGPT, Claude, or custom AI agents to financial data. Real-world code for expense tracking, tax deductions, bill management, and financial analysis via MCP protocol.
- [Finance MCP Server | Financial Data MCP | Expense Tracking MCP](https://docs.ai2fin.com/mcp/introduction.md): AI2Fin MCP Server - Connect ChatGPT, Claude, and AI assistants to your financial data. 65+ tools for expense tracking, tax deductions, bill management, and financial analysis. Full MCP protocol support with OAuth and API key authentication.
- [Finance MCP Quickstart | MCP Server Setup | Financial Data MCP](https://docs.ai2fin.com/mcp/quickstart.md): Get started with AI2Fin Finance MCP Server in 5 minutes. Connect ChatGPT, Claude, or custom AI agents to your financial data. Learn expense tracking MCP, tax deduction MCP, and financial management API integration.
- [Subscription Tools](https://docs.ai2fin.com/mcp/subscription-tools.md): Check subscription plans and feature access
- [MCP Tools (AI Assistant Internal APIs)](https://docs.ai2fin.com/mcp/tools.md): Developer-facing reference for Model Tool Calling used by the AI Assistant
- [Tools Overview](https://docs.ai2fin.com/mcp/tools-overview.md): Complete list of AI2Fin MCP tools
- [Transaction Tools](https://docs.ai2fin.com/mcp/transaction-tools.md): Access and manage financial transactions
- [Platform Overview](https://docs.ai2fin.com/platform-overview.md): Enterprise AI finance platform overview with GST compliance engine, receipt automation, and conversational assistant
- [Quick Start Guide](https://docs.ai2fin.com/quickstart.md): Get started with AI2Fin in minutes - complete setup guide

## OpenAPI Specs

- [openapi](https://docs.ai2fin.com/api-reference/openapi.json)

## Optional

- [AI2Fin](https://ai2fin.com)
- [Platform](https://app.ai2fin.com)
- [Blog](https://ai2fin.com/blog)