| name | receipt-subscription-cleaner |
| description | Identify recurring charges and subscriptions from receipts or email exports, and produce a clean summary with renewal dates, price changes, and cancellation drafts. Use when a user wants to audit spending without initiating payments or cancellations. |
Receipt and Subscription Cleaner
Goal
Extract and normalize receipts to detect subscriptions, renewal cycles, and potential savings opportunities.
Best fit
- Use when the user provides email exports, receipts, or billing PDFs.
- Use when the user wants a recurring charge audit and renewal calendar.
- Use when the user wants draft cancellation emails or scripts.
Not fit
- Avoid when the user asks to cancel, refund, or dispute charges automatically.
- Avoid when the user requests access to payment methods or bank logins.
- Avoid when receipts are not available and the user cannot export data.
Quick orientation
references/overview.md for workflow and quality bar.references/auth.md for access and token handling.references/endpoints.md for optional integrations and templates.references/webhooks.md for async event handling.references/ux.md for intake questions and output formats.references/troubleshooting.md for common issues.references/safety.md for safety and privacy guardrails.
Required inputs
- Receipt sources (email export, PDF folder, or CSV list).
- Time window and base currency.
- Known subscriptions or vendors to prioritize.
- User preferences for reminders (frequency, timezone).
Expected output
- Subscription table with vendor, amount, cycle, and next renewal estimate.
- Anomaly list (price changes, overlapping subscriptions).
- Draft cancellation email templates (not sent).
- Reminder schedule recommendations.
Operational notes
- Normalize vendor names before clustering.
- Mark confidence levels for each detected subscription.
- Keep all actions read-only; produce drafts only.
Security notes
- Do not store raw receipts outside the user workspace.
- Redact card numbers and addresses in outputs.
Safe mode
- Analyze and summarize receipts only.
- Generate draft reminders and cancellation messages without sending.
Sensitive ops
- Canceling subscriptions, disputing charges, or initiating payments is out of scope.
