Server URL
Claude Desktop
Add the following to your Claude Desktop MCP configuration file:- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json - Windows:
%APPDATA%\Claude\claude_desktop_config.json
claude_desktop_config.json
Claude Code
Run this command in your terminal:Cursor
Add the Vero server to your Cursor MCP configuration:- Project-level
- Global
Create or edit
.cursor/mcp.json in your project root:.cursor/mcp.json
Windsurf
Add the following to your Windsurf MCP configuration at~/.codeium/windsurf/mcp_config.json:
mcp_config.json
Other MCP clients
Any client that supports the StreamableHTTP transport and OAuth 2.0 authentication can connect. Configure it with:| Setting | Value |
|---|---|
| Server URL | https://mcp.veroreceipts.com/mcp |
| Transport | StreamableHTTP |
| Auth | OAuth 2.0 (auto-discovered via RFC 9728) |
First use
After connecting, the AI assistant will authenticate you through Auth0 on first use. Once logged in:Check your status
Ask the assistant something like “What’s my Vero setup?” — it will call
get_user_context to see what you’ve connected.Connect a bank account
If you haven’t linked a bank yet, ask the assistant to connect one. It will provide a Plaid Link URL to complete in your browser.
Bank account connection and receipt uploads happen in your browser via secure links. The AI assistant will provide the URL and wait for you to complete the action.