Help center · Automation & AI
What is the Extrack MCP integration?
AI assistants stage drafts via MCP. You confirm before posting. VIP feature.
On this page
Extrack ships an MCP (Model Context Protocol) server that lets AI assistants like Claude stage transaction drafts in your workspace. The drafts land in the "Automation inbox" page (route `/transaction-drafts`); you tap "Add to ledger" to promote or "Discard" to drop. The MCP server is documented at `/docs/mcp`. The feature is gated by the `automationInbox` capability, available on VIP plans (and the 30-day VIP trial).
How it works at a glance
Connect Claude (or any MCP-compatible client) once via OAuth (Cognito). Claude reads your account names, category names and person names (no balances or transactions) and creates drafts on your instruction. The "Automation inbox" page lists pending drafts; you approve or discard each.
- No automatic posting — every draft needs explicit "Add to ledger" approval.
- Server stores drafts as IDs + raw amount strings. The ledger itself is not visible to Claude.
- Available only to users with the `automationInbox` capability (VIP and 30-day VIP trial).
Frequently asked
Does Claude see all my transactions?
No. Claude only sees the metadata needed to create a draft — account names, category names, person names. No balances, no transaction history, no totals.
Can MCP work with other AI assistants?
Yes — MCP is an open protocol. The Extrack MCP docs at /docs/mcp explain the connection URL and OAuth requirements; any MCP client that supports OAuth 2.0 should work.
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