One catalogue, no privileged back door
The in-app assistant has no shortcut into your data. It calls the same 59 documented tools an authorized MCP client calls, through the same permissions, the same validation, and the same version checks that stop two clients overwriting each other’s work.
That is what makes the catalogue worth reading: anything Claude can do here you can do in the app, and anything the app refuses, Claude is refused too.
- Search receipts, income, categories, merchants and recurring rules
- Prepare receipt and income drafts for review
- Read balances, budgets, trends and the cash-flow forecast
Reads answer. Writes wait.
A question about a balance, a merchant, or last quarter is answered straight away. Anything that would create, change, confirm, archive, merge, or delete something is shown first as a proposed action, in full, and a write always comes back as an approval card — there is no mode that skips it.
Every record an assistant creates is labelled with the assistant that created it: a receipt Claude files reads “Added by Claude”, one ChatGPT files reads “Added by ChatGPT”, and a client SiftSum cannot identify is labelled as an AI assistant rather than guessed at.
The server never receives the picture
The MCP server accepts structured data only: no image, no image URL, no base64. Your assistant reads the receipt in its own context, checks your existing categories, prepares a draft, and asks for your approval before confirming it. The photo stays in the client you already trusted with it.
Connect once, then work without opening the app
In Claude or ChatGPT, add a custom connector pointing at the SiftSum MCP address and leave the OAuth client fields empty, because SiftSum registers the client itself. A client that cannot do OAuth uses a manual token instead, created and revoked from the MCP connection page in your account. Name the token after the client you are connecting: that name is what the “Added by” label reads from.
On iPhone the same jobs exist off the assistant entirely. Siri answers “What’s my SiftSum balance” without opening anything, and “Log a receipt in SiftSum”, “Add a receipt by hand in SiftSum” and “Review drafts in SiftSum” work in English and in French. The home-screen widget shows the balance beside how many receipts are left to check, the share sheet sends a single image straight into a scan, and reminders for a payment due tomorrow, a draft still waiting, or a month projected to close low are scheduled on the device.