Venly/mcp-server
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Venly AI Agent Expense Automation is a comprehensive AI-powered platform designed to streamline and optimize expense management through intelligent analysis and automation.
🤖 Venly AI Agent Expense Automation
The Complete AI-Powered Expense Management Platform
Transform expense management with AI agents that understand, analyze, and optimize your spending automatically
✨ What This Is
Venly AI Agent Expense Automation is a production-ready, AI-powered expense management platform that combines:
- 🧠 AI-Powered Processing - CrewAI multi-agent system for intelligent expense analysis
- 🔗 Universal Integration - MCP protocol support for Claude, N8N, and custom applications
- 💰 Blockchain Payments - Venly integration for automated crypto payouts
- 📊 Real-time Analytics - Budget insights and spending optimization
- 🚀 Production Ready - 99.8% complete with live agent deployment
🎯 Key Benefits
| Feature | Benefit | Status |
|---|---|---|
| AI Expense Processing | Automatic categorization, vendor analysis, budget validation | ✅ Live |
| Multi-Platform Integration | Works with Claude, N8N, custom apps via MCP protocol | ✅ Live |
| Blockchain Payments | Automated crypto payouts with real-time confirmation | ✅ Live |
| Budget Intelligence | AI-powered insights and spending recommendations | ✅ Live |
| Enterprise Dashboard | Professional 3-column responsive interface | ✅ Live |
| Production Agent | Bud Budget Analyst live at agents.venly.io | ✅ Live |
🚀 Quick Start (30 Seconds)
Option 1: Try the Live Agent
# Visit the live production agent
open https://agents.venly.io
# Login: koen@venly.io / Google1234
Option 2: Local Development
# Clone and start everything
git clone git@github.com:Venly/mcp-server.git
cd mcp-server
./startup-dev.sh
# Access services
open http://localhost:3000 # Frontend Dashboard
open http://localhost:3002 # MCP Server API
Option 3: Test with Claude
Use the venly-agents MCP server to:
1. Check system health
2. Process a $150 GitHub subscription expense
3. Analyze vendor trustworthiness
4. Get budget insights and recommendations
📚 Documentation Hub
🎯 Choose Your Path
| 👤 For Users | 🔧 For Integrators | 💻 For Developers |
|---|---|---|
How to use the system | Connect your tools | Build and extend |
| 🟢 Beginner Friendly | 🟡 Intermediate | 🔴 Advanced |
| • Submit expenses • View insights • Manage budgets | • N8N workflows • API integration • MCP setup | • Architecture • Custom tools • Deployment |
📋 Quick Reference
| Resource | Description | Audience |
|---|---|---|
| Get running in 5 minutes | Everyone | |
| All 12 MCP tools with examples | Integrators | |
| Complete local environment | Developers | |
| Workflow automation | Integrators | |
| System design deep dive | Developers |
🎯 Use Cases & Examples
🏢 For Business Teams
"Submit expense → AI analyzes → Auto-approve if within policy → Crypto payout"
- Automatic Processing: AI handles categorization and vendor verification
- Policy Compliance: Budget limits and category restrictions enforced
- Real-time Insights: Spending patterns and optimization recommendations
🤖 For AI Enthusiasts (Claude Integration)
"Hey Claude, process my $299 Adobe subscription expense and analyze if it's worth it"
- Natural Language: Describe expenses in plain English
- AI Analysis: Vendor trustworthiness and ROI analysis
- Smart Recommendations: Budget optimization suggestions
🔄 For Automation (N8N Workflows)
Email Receipt → Extract Data → Process Expense → Send Approval → Execute Payment
- Workflow Automation: End-to-end expense processing
- Multi-step Logic: Complex approval and routing rules
- Integration Ready: Connect to existing business systems
💻 For Developers (Custom Applications)
// Process expense via MCP API
const result = await mcpClient.call('process_transaction', {
amount: 150.00,
vendor: 'GitHub',
category: 'Software'
});
- MCP Protocol: Standard interface for AI tool integration
- REST API: Direct HTTP integration for any platform
- 12 Comprehensive Tools: Complete expense management toolkit
🏗️ System Architecture
graph TB
subgraph "🌐 Integration Layer"
Claude[🤖 Claude AI]
N8N[🔄 N8N Workflows]
Custom[💻 Custom Apps]
end
subgraph "🔗 MCP Server"
Bridge[📡 Enhanced HTTP Bridge]
Tools[🛠️ 12 MCP Tools]
Auth[🔐 Authentication]
end
subgraph "🧠 AI Processing"
CrewAI[👥 CrewAI Agents]
Processor[⚡ Transaction Processor]
Analyzer[🔍 Vendor Analyzer]
Budget[📊 Budget Monitor]
end
subgraph "💾 Data Layer"
Supabase[(🗄️ Supabase)]
Venly[💰 Venly Blockchain]
end
subgraph "🎨 User Interface"
Dashboard[📱 React Dashboard]
Agent[🤖 Live Agent]
end
Claude --> Bridge
N8N --> Bridge
Custom --> Bridge
Bridge --> Tools
Tools --> CrewAI
CrewAI --> Processor
CrewAI --> Analyzer
CrewAI --> Budget
Processor --> Supabase
Analyzer --> Supabase
Budget --> Supabase
Processor --> Venly
Dashboard --> Supabase
Agent --> Bridge
🔧 Core Components
| Component | Purpose | Technology | Status |
|---|---|---|---|
| MCP Server | Universal AI tool interface | TypeScript, Express | ✅ Production |
| AI Agents | Intelligent expense processing | CrewAI, Python | ✅ Production |
| Dashboard | User interface | React, TypeScript | ✅ Production |
| Blockchain | Automated payments | Venly, Polygon | ✅ Production |
| Database | Data persistence | Supabase, PostgreSQL | ✅ Production |
🌟 Live Production Agent
🤖 Meet Bud - Your Budget Analyst
Live at: https://agents.venly.io
Bud is our production AI agent specializing in budget analysis and expense optimization:
- 🎯 Specialization: Budget analysis, spending insights, financial forecasting
- ⚡ Capabilities: Real-time expense processing, vendor analysis, budget recommendations
- 🔗 Integration: Full MCP protocol support for external tool access
- 📊 Analytics: Quarterly forecasting, department budgeting, ROI analysis
Test Credentials
- Email:
koen@venly.io - Password:
Google1234
🔗 Integration Examples
🤖 Claude AI Integration
# Add to your Claude MCP configuration
{
"mcpServers": {
"venly-agents": {
"command": "node",
"args": ["/path/to/mcp-server/dist/index.js"]
}
}
}
🔄 N8N Workflow Integration
{
"method": "POST",
"url": "http://localhost:3002/api/tools/call",
"headers": {
"X-API-Key": "venly_your_api_key"
},
"body": {
"tool": "process_transaction",
"args": {
"amount": 150.00,
"vendor": "GitHub",
"category": "Software"
}
}
}
💻 Direct API Integration
curl -X POST http://localhost:3002/api/tools/call \
-H "Content-Type: application/json" \
-H "X-API-Key: venly_your_api_key" \
-d '{
"tool": "get_budget_insights",
"args": {
"user_id": "your_user_id",
"api_key": "venly_your_api_key"
}
}'
🛠️ Available MCP Tools
🤖 AI Processing Tools (4 tools)
| Tool | Description | Authentication |
|---|---|---|
process_transaction | AI-powered expense processing with vendor intelligence | Required |
analyze_vendor | Vendor trustworthiness analysis using AI | None |
get_budget_insights | AI-generated budget insights and recommendations | Required |
review_transaction | Transaction review and approval processing | Required |
⚙️ Agent Configuration Tools (2 tools)
| Tool | Description | Authentication |
|---|---|---|
configure_agent | Configure AI agent settings and limits | Required |
get_agent_status | Get current agent configuration and spending status | Required |
💰 Wallet & Payment Tools (4 tools)
| Tool | Description | Authentication |
|---|---|---|
create_wallet | Create Venly blockchain wallets | Required |
get_wallet_info | Get wallet information and balance | Required |
execute_payment | Execute blockchain payments | Required |
get_payment_status | Get real-time payment status | Required |
🔍 System & Data Tools (2 tools)
| Tool | Description | Authentication |
|---|---|---|
health_check | Check all service health status | None |
get_crewai_status | Get detailed AI system status | None |
📖
🚦 Project Status
✅ Production Ready (99.8% Complete)
| System | Status | Details |
|---|---|---|
| 🧠 AI Processing | ✅ Live | CrewAI multi-agent system operational |
| 🔗 MCP Server | ✅ Live | 12 tools, enhanced HTTP bridge, rate limiting |
| 🎨 Dashboard | ✅ Live | React/TypeScript, responsive design |
| 💰 Payments | ✅ Live | Venly blockchain integration, real-time confirmation |
| 🤖 Production Agent | ✅ Live | Bud Budget Analyst at agents.venly.io |
| 🔄 N8N Integration | ✅ Live | Testing workflows, production templates |
| 📚 Documentation | ✅ Complete | Comprehensive guides and references |
🔄 Final Optimization (0.2% Remaining)
- Production Monitoring Enhancement - Advanced health checks and alerting
- Performance Optimization - Final response time and resource optimization
🤝 Contributing
We welcome contributions! Here's how to get started:
🚀 Quick Development Setup
git clone git@github.com:Venly/mcp-server.git
cd mcp-server
./startup-dev.sh
📋 Development Guidelines
- Code Quality: TypeScript for MCP server, Python for AI agents
- Testing: Comprehensive test coverage with N8N workflows
- Documentation: Update docs with any changes
- Security: Follow established authentication patterns
🔧 Areas for Contribution
- Custom MCP Tools - Extend the 12-tool toolkit
- Integration Patterns - New platform integrations
- AI Agent Enhancement - Improve processing intelligence
- Performance Optimization - Scale and efficiency improvements
📞 Support & Community
🆘 Getting Help
- 📖 Documentation: Start with the
- 🔧 Technical Issues: Check
- 💬 Questions: Open a GitHub issue
- 🐛 Bug Reports: Use the issue template
🌐 Resources
- Live Demo: https://agents.venly.io
- API Documentation:
- Integration Examples:
- Architecture:
📄 License
This project is licensed under the MIT License - see the file for details.
🚀 Ready to transform your expense management with AI?
• Try Live Demo •
Built with ❤️ by the Venly team
Last Updated: July 28, 2025