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Connect Claude & ChatGPT to Veryfi OCR

Give your AI a receipt, invoice or bank statement and it reads the data out with Veryfi. It returns vendor, date, totals, tax and line items, or accounts, balances and transactions. It can also process checks, business cards, W-9 forms and custom document types, and search, tag and correct the documents you have already processed.

Connect Veryfi OCR free

Free plan, no credit card. Takes about a minute.

Try asking

  • “Read this receipt and tell me the vendor, total and VAT.”

    The AI sends the file to Veryfi and returns vendor, date, totals, tax and line items. The document is saved in Veryfi.

  • “Pull the transactions out of this bank statement.”

    It processes the statement and returns the accounts, balances and transactions.

  • “Which invoices from Office Depot did we process last month?”

    It lists processed receipts and invoices filtered by search text and date range.

What your AI can do

Receipts and invoices

Extract vendor, date, totals, tax and line items, then list, correct, tag or delete processed documents.

Bank statements and checks

Read accounts, balances and transactions from bank statements, and payer, payee, amount and MICR details from checks.

Other documents

Process business cards, W-9 forms and any document type you have set up as a blueprint, and look them up later.

  • “The total on document 81234 should be 412.50. Fix it and add the tag Q3.”

    It updates the total on the processed document and adds the tag.

  • “Get the payee, amount and date from this check.”

    It processes the check image and returns payer, payee, amount, date and MICR details.

  • “Extract the fields from this delivery note with our custom blueprint.”

    It lists your blueprints, then processes the document with the one you name.

152 tools for Veryfi OCR

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_a_tag_to_a_docVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a ∀Doc.
  • add_document_tagsChanges dataAdd one or more tags to a receipt or invoice by document_id.
  • add_tags_to_a_docChanges dataCreate a new tag for a document. Required: tags. API summary: Add tags to a ∀Doc.
  • approve_webhookDeletesConfirm a webhook. Destructive action; may require approval.
  • create_api_keyChanges dataCreate a new api key. Required: name. API summary: Create api-key.
  • create_api_key_rotateChanges dataCreate a new rotate for a api key. API summary: Rotate api-key.
  • create_asyncChanges dataCreate a new async. API summary: Process a ∀Doc asynchronously.
  • create_async_2Changes dataCreate a new async. API summary: Process a Check asynchronously.
  • create_async_3Changes dataCreate a new async. API summary: Process a Markdown Document asynchronously.
  • create_async_postChanges dataCreate a new async. API summary: Process a Bank Statement asynchronously.
  • create_bank_statement_tagChanges dataCreate a new tag for a bank statement. Required: tags. API summary: Add tags to a Bank Statement.
  • create_bank_statements_setChanges dataCreate a new bank statements set. API summary: Split and process multiple Bank Statements.
  • create_blocklistChanges dataCreate a new blocklist. Required: device ids. API summary: Add devices to blocklist.
  • create_bulkVisible to othersCreate a new bulk. Required: file urls. Has effects visible outside this system. API summary: Bulk Process Multiple Documents.
  • create_business_card_tagChanges dataCreate a new tag for a business card. Required: tags. API summary: Add tags to a Business Card.
  • create_check_tagChanges dataCreate a new tag for a check. Required: tags. API summary: Add tags to a Check.
  • create_classifyChanges dataCreate a new classify. API summary: Classify a document.
  • create_client_keyChanges dataCreate a new client key. API summary: Create client-keys.
  • create_contractChanges dataCreate a new contract. API summary: Process a Contract.
  • create_contract_tagChanges dataCreate a new tag for a contract. Required: tags. API summary: Add tags to a Contract.
  • create_document_2Changes dataCreate a new document. Search documents first to avoid duplicates. API summary: Process a Check With Remittance.
  • create_document_order_lineChanges dataCreate a new order line for a document. API summary: Create a Line Item.
  • create_document_tax_lineChanges dataCreate a new tax line for a document. Required: order. API summary: Create a Tax Line.
  • create_documents_setChanges dataCreate a new documents set. API summary: Split and process a PDF.
  • create_extractChanges dataCreate a new extract. Required: document types. API summary: Classify and possibly extract data from a document.
  • create_parseChanges dataCreate a new parse. Search parses first to avoid duplicates. API summary: Convert a Document to Markdown.
  • create_parse_setChanges dataCreate a new parse set. API summary: Process a Markdown Document Set.
  • create_resetChanges dataCreate a new reset. API summary: Reset client-keys.
  • create_tls_certificateChanges dataCreate a new tls certificate. API summary: Process a Tls Certificate.
  • create_w2Changes dataCreate a new w2. Search w2s first to avoid duplicates. API summary: Process a W-2.
  • create_w2_tagChanges dataCreate a new tag for a w2. Required: tags. API summary: Add tags to a W-2.
  • create_w2s_setChanges dataCreate a new w2s set. API summary: Split and process a PDF with multiple W-2s.
  • create_w9_tagChanges dataCreate a new tag for a w9. Required: tags. API summary: Add tags to a W-9.
  • create_w_8ben_eChanges dataCreate a new w 8ben e. Search w 8ben es first to avoid duplicates. API summary: Process a W-8BEN-E.
  • create_w_8ben_e_tagChanges dataCreate a new tag for a w 8ben e. Required: tags. API summary: Add tags to a W-8BEN-E.
  • create_webhookDeletesCreate a new webhook. Required: url. Destructive action; may require approval. API summary: Add a webhook.
  • delete_a_docDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a ∀Doc.
  • delete_api_keyDeletesPermanently delete a api key by api key id. Destructive action; may require approval. API summary: Revoke api-key.
  • delete_bank_statementDeletesPermanently delete a bank statement by document id. Destructive action; may require approval.
  • delete_bank_statement_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a Bank Statement.
  • delete_bank_statement_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a Bank Statement.
  • delete_blocklistDeletesPermanently delete a blocklist by device id. Destructive action; may require approval. API summary: Remove a device from blocklist.
  • delete_business_cardDeletesPermanently delete a business card by document id. Destructive action; may require approval.
  • delete_business_card_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a Business Card.
  • delete_business_card_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a Business Card.
  • delete_checkDeletesPermanently delete a check by document id. Destructive action; may require approval.
  • delete_check_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a Check.
  • delete_check_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a Check.
  • delete_client_keyDeletesPermanently delete a client key by client key id. Destructive action; may require approval. API summary: Remove a client-key.
  • delete_contractDeletesPermanently delete a contract by document id. Destructive action; may require approval.
  • delete_contract_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a Contract.
  • delete_contract_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a Contract.
  • delete_documentDeletesPermanently delete a processed receipt or invoice by document_id. Cannot be undone.
  • delete_document_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Delete a Line Item.
  • delete_document_order_linesMoves moneyPermanently delete a order line by document id. Financial or irreversible action; may require approval. API summary: Delete all document Line Items.
  • delete_document_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a Tag from a Document.
  • delete_document_tag_deleteDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a ∀Doc.
  • delete_document_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all Tags from a Document.
  • delete_document_tags_deleteMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a ∀Doc.
  • delete_document_tax_lineDeletesPermanently delete a tax line by tax line id. Destructive action; may require approval.
  • delete_parseDeletesPermanently delete a parse by document id. Destructive action; may require approval. API summary: Delete a Markdown Document.
  • delete_tls_certificateDeletesPermanently delete a tls certificate by certificate id. Destructive action; may require approval.
  • delete_w2DeletesPermanently delete a w2 by document id. Destructive action; may require approval. API summary: Delete a W-2.
  • delete_w2_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a W-2.
  • delete_w2_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a W-2.
  • delete_w9DeletesPermanently delete a w9 by document id. Destructive action; may require approval. API summary: Delete a W-9.
  • delete_w9_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a W-9.
  • delete_w9_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a W-9.
  • delete_w_8ben_eDeletesPermanently delete a w 8ben e by document id. Destructive action; may require approval. API summary: Delete a W-8BEN-E.
  • delete_w_8ben_e_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Unlink a tag from a W-8BEN-E.
  • delete_w_8ben_e_tagsMoves moneyPermanently delete a tag by document id. Financial or irreversible action; may require approval. API summary: Unlink all tags from a W-8BEN-E.
  • get_any_documentGet one blueprint-processed document by document_id.
  • get_api_keyGet one api key. API summary: Verify the calling key.
  • get_bank_statementGet one processed bank statement by document_id.
  • get_bank_statements_setGet one bank statements set by document id. API summary: Get a Bank Statement set.
  • get_blocklistGet one blocklist by device id. API summary: Check if a device is on the blocklist.
  • get_business_cardGet one processed business card by document_id.
  • get_checkGet one processed check by document_id.
  • get_contractGet one contract by document id. API summary: Get a Contract.
  • get_doc_tagsList tags for a document. API summary: Get ∀Doc tags.
  • get_documentGet one processed receipt or invoice by document_id with all extracted fields.
  • get_document_order_lineGet one order line for a document by order line id. API summary: Get a Line Item.
  • get_document_tax_lineGet one tax line for a document by tax line id. API summary: Returns document Tax Line.
  • get_documents_setGet one documents set by document id. API summary: Get Documents from PDF.
  • get_parseGet one parse by document id. API summary: Get a Markdown Document.
  • get_parse_setGet one parse set by document id. API summary: Get a Markdown Document Set.
  • get_w2Get one w2 by document id. API summary: Get a W-2.
  • get_w2s_setGet one w2s set by document id. API summary: Get a W-2 set.
  • get_w9Get one processed W-9 form by document_id.
  • get_w_8ben_eGet one w 8ben e by document id. API summary: Get a W-8BEN-E.
  • list_any_documentsList documents processed with blueprints, filtered by search text (q), blueprint_name or date.
  • list_api_keysList api keys. Optional filters: include archived. API summary: Retrieve api-keys list.
  • list_available_permissionsList available permissions.
  • list_bank_statement_tagsList tags for a bank statement. API summary: Get Bank Statement tags.
  • list_bank_statementsList processed bank statements, filtered by search text (q) or created/updated date.
  • list_bank_statements_setsList bank statements sets. API summary: Get Bank Statement sets.
  • list_blocklistsList blocklists. Results are paginated. API summary: Get devices from blocklist.
  • list_blueprintsList the blueprints (custom document types) available for process_any_document.
  • list_business_card_tagsList tags for a business card. API summary: Get Business Card tags.
  • list_business_cardsList processed business cards, filtered by search text (q) or date.
  • list_check_tagsList tags for a check. API summary: Get Check tags.
  • list_checksList processed checks, filtered by search text (q) or date.
  • list_client_keysList client keys. API summary: Retrieve client-keys list.
  • list_contract_tagsList tags for a contract. API summary: Get Contract tags.
  • list_contractsList contracts. Results are paginated. API summary: Get Contracts.
  • list_document_line_itemsList the extracted line items of a receipt or invoice by document_id.
  • list_document_tagsList tags for a document. API summary: Get Document Tags.
  • list_document_tax_linesList tax lines for a document. API summary: Returns a list of document Tax Lines.
  • list_documentsList processed receipts and invoices, filtered by search text (q), tag, status or date range.
  • list_documents_setsList documents sets. Results are paginated. API summary: Get Submitted PDF.
  • list_ocr_countsList ocr counts. Optional filters: ocr type, created date gt, created date lt, created date gte or created date lte. API summary: Get ocr-counts.
  • list_parse_setsList parse sets. API summary: Get Markdown Document Sets.
  • list_release_notificationsList release notifications. Optional filters: product or environment. Results are paginated. API summary: Get release notifications.
  • list_schemasList schemas. API summary: Get OpenAPI schema.
  • list_tls_certificatesList tls certificates. API summary: Get Tls Certificates.
  • list_w2_tagsList tags for a w2. API summary: Get W-2 tags.
  • list_w2s_setsList w2s sets. API summary: Get W-2 sets.
  • list_w9_tagsList tags for a w9. API summary: Get W-9 tags.
  • list_w9sList processed W-9 forms, filtered by search text (q) or date.
  • list_w_8ben_e_tagsList tags for a w 8ben e. API summary: Get W-8BEN-E tags.
  • list_webhooksList webhooks. API summary: Get webhooks.
  • process_any_documentChanges dataExtract data from any other document type using a blueprint: pass blueprint_name (see list_blueprints) and a public file_url (or base64 file_data).
  • process_bank_statementChanges dataExtract data from a bank statement: pass a public file_url (or base64 file_data with file_name). Returns accounts, balances and transactions.
  • process_business_cardChanges dataExtract contact details from a business card image: pass a public file_url (or base64 file_data with file_name).
  • process_checkChanges dataExtract data from a check image: pass a public file_url (or base64 file_data with file_name). Returns payer, payee, amount, date and MICR details.
  • process_documentChanges dataExtract data from a receipt or invoice: pass a public file_url (or file_urls, or base64 file_data with file_name). Returns vendor, date, totals, tax and line items, and saves the document.
  • process_w9Changes dataExtract data from a W-9 form: pass a public file_url (or base64 file_data with file_name).
  • retrieve_api_keyGet one api key by api key id. API summary: Retrieve api-key.
  • search_parsesSearch parses by meta tags, meta external id, created date gt, created date lt, created date gte or created date lte. Use this to find existing parses before creating a new parse. Results are paginated. API summary: Get Markdown Documents.
  • search_w2sSearch w2s by meta tags, meta external id, created date gt, created date lt, created date gte or created date lte. Use this to find existing w2s before creating a new w2. Results are paginated. API summary: Get W-2s.
  • search_w_8ben_esSearch w 8ben es by meta tags, meta external id, created date gt, created date lt, created date gte or created date lte. Use this to find existing w 8ben es before creating a new w 8ben e. Results are paginated. API summary: Get W-8BEN-Es.
  • update_a_docChanges dataUpdate an existing document identified by document id. API summary: Update a ∀Doc.
  • update_api_keyChanges dataUpdate an existing api key identified by api key id. API summary: Update api-key.
  • update_bank_statementChanges dataUpdate an existing bank statement identified by document id. API summary: Update a Bank Statement.
  • update_bank_statement_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a Bank Statement.
  • update_business_cardChanges dataUpdate an existing business card identified by document id. API summary: Update a Business Card.
  • update_business_card_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a Business Card.
  • update_checkChanges dataUpdate an existing check identified by document id. API summary: Update a Check.
  • update_check_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a Check.
  • update_contractChanges dataUpdate an existing contract identified by document id. API summary: Update a Contract.
  • update_contract_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a Contract.
  • update_documentChanges dataCorrect or add fields on a processed receipt or invoice by document_id, such as vendor, date, total, tax, category or notes.
  • update_document_order_lineChanges dataUpdate an existing order line identified by order line id. API summary: Update a Line Item.
  • update_document_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a Tag to a Document.
  • update_document_tax_lineChanges dataUpdate an existing tax line identified by tax line id. API summary: Update a Tax Line.
  • update_parseChanges dataUpdate an existing parse identified by document id. API summary: Update a Markdown Document.
  • update_w2Changes dataUpdate an existing w2 identified by document id. API summary: Update a W-2.
  • update_w2_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a W-2.
  • update_w9Changes dataUpdate an existing w9 identified by document id. API summary: Update a W-9.
  • update_w9_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a W-9.
  • update_w_8ben_eChanges dataUpdate an existing w 8ben e identified by document id. API summary: Update a W-8BEN-E.
  • update_w_8ben_e_tagsVisible to othersUpdate an existing tag identified by document id. Has effects visible outside this system. API summary: Add a tag to a W-8BEN-E.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Veryfi OCR from the app list.

  2. 2

    Paste your key

    Paste your Veryfi Client ID and a Bearer API key. Log in to the Veryfi Hub and open Settings > Keys (API Auth Credentials). Copy your Client ID, then create a Bearer API key, full access or scoped to the routes you want. The key must belong to the same account as the Client ID.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Veryfi OCR?

It can extract data from receipts, invoices, bank statements, checks, business cards, W-9 forms and blueprint document types. It can list and read the documents you have processed, correct fields and add tags on receipts and invoices, and delete a processed receipt or invoice.

Does the AI see my Veryfi credentials?

No. Your Veryfi Client ID and API key are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, for example only receipt processing and lookups. Deleting a processed document is permanent and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Veryfi account, and what your Veryfi plan includes is between you and Veryfi.

How does the AI send a document to Veryfi?

The processing tools take a public file URL, or the file itself as base64 data with a file name. A link the AI can reach, such as a public download link, is usually the simplest way.

Related integrations

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HeyMyApps is not affiliated with Veryfi OCR. Product names are trademarks of their owners.