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Receipt Keep

Categorize receipts, compute keep-until dates for warranties and returns, and file taxes on time

Unify Dynamics LLC

Documentation
Tools10read-only
Sign-inNoneno account, no key
Data keptNoneprocessed in memory
PriceFreeoptional Pro limits
StatusLiveMCP + REST
Works withMCP · RESTany agent

Try asking

Real questions, and the tools your agent calls to answer them.

What category is a new laptop receipt?
Tools called
categorize_receipt
How long do I need to keep tax receipts?
Tools called
retention_guidance
When does the warranty expire if I bought it March 1 with a 12-month warranty?
Tools called
warranty_expiry_date
When's the last day I can return something bought September 20 with a 30-day policy?
Tools called
return_window_deadline
What counts as a tax-deductible purchase?
Tools called
tax_deduction_categories
Give me a filing system for my receipts
Tools called
organization_system
What receipt organization systems do you know about?
Tools called
organization_systems_list
What's a good routine for managing receipts?
Tools called
filing_checklist
Check the status of these five receipts at once
Tools called
batch_receipt_report
What's an audit window?
Tools called
receiptkeep_glossary

About

Receiptkeep is a digital-receipt organization methodology — it never reads or stores an actual receipt image. categorize_receipt scores a plain-language purchase description against four categories (tax-deductible, warranty-relevant, returnable-window, general-household) and explains its reasoning. retention_guidance gives how long to keep a receipt in one category, citing the IRS's actual 3-year general rule, 6-year underreported-income rule, 7-year bad-debt rule, and indefinite-retention situations. warranty_expiry_date and return_window_deadline compute the exact deadline and a days-remaining status from a purchase date and a length. tax_deduction_categories lists common deductible purchase categories with retention guidance. organization_system explains a digital-folder, spreadsheet-ledger, or scanning-app method step by step; organization_systems_list names all three. filing_checklist is a weekly/monthly/annual routine. batch_receipt_report computes a category and keep-until status for up to 50 receipts in one call. receiptkeep_glossary defines terms like keep-until date and audit window. General information only, not tax or legal advice. Keyless; fully local; zero upstream calls; nothing stored.

Sources: Tax-retention windows drawn directly from IRS guidance ('How long should I keep records?', irs.gov). Warranty/return-window maths is pure date computation from user-supplied inputs. Organization-system steps and filing checklist are hand-curated general consumer practice. General information, not tax or legal advice. Fully local, zero upstream calls.

Privacy

The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.

Data not collectedNo account, no profile, no stored prompts or results.
Privacy policyTerms

What it can do

10 tools, grouped by job. Every one is read-only or compute-only.

OpenAPI
Categorize & Compute Dates4 tools
  • Categorize receiptScores a plain-language purchase description against four categories — tax-deductible, warranty-relevant, returnable-window, general-household —…
  • Warranty expiry dateComputes the exact warranty expiry date from a purchase date and a warranty length in months, plus how many days remain and a status (active /…
  • Return window deadlineComputes the exact return-window deadline from a purchase date and the store's return window in days, plus how many days remain and a status…
  • Batch receipt reportComputes a category, and where enough detail is given a keep-until date and status, for up to 50 receipts in a single call — useful for reviewing…
Retention Guidance2 tools
  • Retention guidanceHow long to keep a receipt in one category, with sourcing — including the IRS's actual 3-year general rule, 6-year underreported-income rule,…
  • Tax deduction categoriesCommon tax-deductible purchase categories (business expenses, home office, charitable donations, medical, professional development) with the IRS…
Filing System & Glossary4 tools
  • Organization systemStep-by-step setup for one concrete receipt-organization method: a digital folder structure, a spreadsheet ledger, or a receipt-scanning app workflow.
  • Organization systems listNames the three organization methods this reference covers, one line each.
  • Filing checklistA weekly / monthly / annual routine for staying on top of receipt organization without a backlog building up.
  • Receiptkeep glossaryDefines receipt-organization terms — retention period, keep-until date, proof of purchase, audit window, warranty period, return window.

Information

PublisherUnify Dynamics LLC
CategoryEveryday life · Work & productivity
LanguagesEnglish
Built forGlobal (tax-retention specifics reflect US IRS rules)
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpointhttps://receiptkeep.connectorbay.com/mcp
REST APIopenapi.json
SupportGet help · Status
CountryWorldwide

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Documentation

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What Receipt Keep is for

Categorize receipts, compute keep-until dates for warranties and returns, and file taxes on time.

What it does

Receiptkeep is a digital-receipt organization methodology — it never reads or stores an actual receipt image. categorize_receipt scores a plain-language purchase description against four categories (tax-deductible, warranty-relevant, returnable-window, general-household) and explains its reasoning. retention_guidance gives how long to keep a receipt in one category, citing the IRS's actual 3-year general rule, 6-year underreported-income rule, 7-year bad-debt rule, and indefinite-retention situations. warranty_expiry_date and return_window_deadline compute the exact deadline and a days-remaining status from a purchase date and a length. tax_deduction_categories lists common deductible purchase categories with retention guidance. organization_system explains a digital-folder, spreadsheet-ledger, or scanning-app method step by step; organization_systems_list names all three. filing_checklist is a weekly/monthly/annual routine. batch_receipt_report computes a category and keep-until status for up to 50 receipts in one call. receiptkeep_glossary defines terms like keep-until date and audit window. General information only, not tax or legal advice. Keyless; fully local; zero upstream calls; nothing stored.

What it is not

Not tax or legal advice, and not a determination that any specific purchase is deductible or that any specific document must be kept. It's a general-purpose methodology and computed date math based on what you tell it — consult a tax professional or current IRS guidance for your own return, and never send it (or any assistant) an actual receipt image, account number, or other sensitive document content.

Privacy policy

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Receipt Keep — Privacy Policy

Effective 25 September 2026. Unify Dynamics LLC ("we", "us"), Menlo Park, California.

What Receipt Keep is. Receipt Keep is a connector (an MCP server and REST API) that AI assistants and personal agents call on your behalf to categorize receipts, compute keep-until dates for warranties and returns, and stay on top of tax-retention deadlines. You interact with your assistant; the assistant sends us only the arguments needed for that one calculation or lookup.

What we receive. The arguments of each tool call, the technical headers needed to serve the request (an IP address or a client identifier supplied by the assistant, and a Pro API key if you have one), and standard server logs.

Everything is computed on the fly from the description and dates you provide, or answered from a bundled reference, and nothing is stored. No request is forwarded to any third party — there is no upstream call at all, live or otherwise — and no query is logged in request bodies, recorded, or used to train anything.

What we do not receive or store. We do not receive your conversation with the assistant or your name, and we do not build a profile from your queries: each request is answered independently and nothing carries over between requests. Rate-limit counters (a client identifier and timestamps) are held in memory for at most 24 hours. Hosting-provider access logs, which contain IP addresses and request paths but not request bodies, are retained for up to 30 days for security and abuse prevention.

Sub-processors. None — the entire dataset is bundled with the server and answered locally. Hosting: Vercel (United States regions).

Legal bases and your rights. Our processing is necessary to provide the service you request through your assistant. Because we store no personal data beyond short-lived logs, requests to access, correct or delete personal data are usually satisfied automatically; you can still contact agent@connectorbay.com and we will respond within 30 days. We do not sell or share personal information and do not use your data to train models.

Children. Receipt Keep is a general-audience service operated by the adult using the assistant.

Changes. We will post changes here with a new effective date.

Terms of service

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Receipt Keep — Terms of Service

Effective 25 September 2026. These terms govern use of the Receipt Keep connector ("the Service") operated by Unify Dynamics LLC ("we", "us").

  1. The Service. Receipt Keep provides a digital-receipt organization methodology: computed categorization, computed warranty/return/tax keep-until dates, and a hand-curated filing system. It never reads, receives, or stores an actual receipt image — you supply plain-language descriptions and dates as tool arguments. It is accessed through an AI assistant or directly over MCP or HTTP.
  2. General information, not tax or legal advice. Receipt Keep does not review your specific tax situation and does not determine whether any purchase is actually deductible for you. For your specific tax return, consult a qualified tax professional or the IRS's current published guidance.
  3. Content varies. Rules, terminology and conventions described here reflect commonly-cited general practice; local house rules, regional variants, and official governing-body rulebooks may differ.
  4. Acceptable use. Automated use within the published rate limits is welcome.
  5. Availability. The Service is provided "as is" without warranty. We may change, limit or discontinue it at any time.
  6. Data. Our Privacy Policy describes what we process. In short: your query is answered from a bundled reference file, and nothing is stored.
  7. Pro keys. Optional Pro API keys are issued at our discretion, are personal to the holder and may be revoked for abuse.
  8. Liability. To the fullest extent permitted by law, Unify Dynamics LLC is not liable for any loss arising from use of or reliance on the Service. Our total liability is limited to US $100.
  9. Governing law. California law; venue in San Mateo County, California.
  10. Contact. Unify Dynamics LLC · agent@connectorbay.com · https://connectorbay.com/receiptkeep

Support

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Receipt Keep support

Email agent@connectorbay.com. We answer within two business days.

When you report a problem, include the question you asked your agent, roughly when, and which agent you used (for example Claude, ChatGPT or Gemini). Never send us passwords, account numbers or ID numbers. Receipt Keep never asks for them.

Get Receipt Keep

Free · No sign-in · Read-only

Streamable HTTP, stateless, no authentication. Paste the endpoint into any MCP-capable agent.

https://receiptkeep.connectorbay.com/mcp
{
  "mcpServers": {
    "receiptkeep": {
      "type": "http",
      "url": "https://receiptkeep.connectorbay.com/mcp"
    }
  }
}