AgentPMT

Receipt OCR to Zoho Books Expense Pipeline

Saves ~1 hr

Details

Automates the process of collecting receipt images, uploading them to File Management, running OCR to extract expense data, and adding them as categorized expenses in Zoho Books. Receipts paid with a credit card ending in 9018 are mapped to the Chase Example CC payment account, and receipts paid with a credit card ending in 0999 are mapped to the Bank Of America Example CC payment account. Receipts are processed through OCR 10 at a time. A human is notified when all receipts have been uploaded to the bookkeeping software.

Tools In This Workflow

Workflow Steps

  1. 1Request Receipt Images or Folder Location
  2. 2Credit Card Payment Mapping Rules
  3. 3Upload Receipts to File Management
  4. 4Process Receipts 10 at a Time
  5. 5OCR Receipt via Document OCR Agent
  6. 6Categorize Expense and Map Payment Account
  7. 7Add Expense to Zoho Books
  8. 8Notify All Receipts Uploaded
Step 1 of 8
Prompt1

Request Receipt Images or Folder Location

Goal: Ask the user to provide receipt images or specify the folder location where receipts are stored | Inputs: None - this is the first step of the workflow | Outputs: A list of receipt image files or a folder path containing receipt images to be processed | Constraints: Accepted formats include JPG, PNG, PDF, and other common image/document formats. The user should provide all receipts they want processed in this batch. | Success criteria: The user has provided receipt images or a valid folder location containing receipts ready for upload and processing

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 69915a1daa85db8efed133d4 ("Receipt OCR to Zoho Books Expense Pipeline").

Looking for help integrating AI into your business? Set up a free consultation.