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Automation & AI
The Automation inbox lets AI assistants like Claude stage transaction drafts in your workspace. This section covers what MCP is, connecting Claude, the inbox page (route `/transaction-drafts`), reviewing drafts, the on-device suggestion logic, draft privacy and common prompts. The feature requires the `automationInbox` capability — VIP plans only (plus the 30-day VIP trial).
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What is the Extrack MCP integration?
AI assistants stage drafts via MCP. You confirm before posting. VIP feature.
How to connect Claude to Extrack
Add Extrack as a remote MCP connector in Claude. OAuth via Cognito.
The Automation inbox
Page heading "Automation inbox". Route /transaction-drafts. Drafts land here.
How to approve a draft
Tap "Add to ledger" on the draft.
How to discard a draft
Tap Discard. Confirm. Drafts go permanently.
How draft suggestions work
On-device match against your directory. Server does not see full lists.
How draft privacy works
Server stores drafts as IDs. Real amounts resolve on your device.
Common Claude prompts that work
Prompt patterns that produce clean drafts.
Related topics
Try it in the app
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