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Find card payments that have no receipt

Each card payment matched to a receipt from your inbox or folder, with the missing ones listed first.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Download the transactions of my card card for month from the bank site. For each payment, search my Gmail and the Google Drive folder folder for a receipt or invoice with the same amount, within 3 days of the payment date. Save each receipt you find to the folder, named with the date, the vendor and the amount. Put a table in a new Google Sheet with the date, the vendor, the amount and the receipt file, or 'missing'. List the missing ones first, with the link to the vendor's billing page when you know it.

  • It works in any bank site, Gmail, Google Drive and Google Sheets, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
cardThe card name or its last 4 digitsHarbor Card business, 1009
monthThe month to checkOctober 2026
folderThe Google Drive folder for receiptsFinance/Receipts/2026-10

What you get back

An example run with the example values above. Your run uses your own data.

October 2026, card 1009: 47 payments, 41 with a receipt, 6 missing

DateVendorAmountReceipt
3 OctFigma90.00 USDmissing (figma.com, Settings, Billing)
9 OctRailway Café38.40 EURmissing
14 OctNorthport Freight612.00 EURmissing (Northport customer portal)
22 OctLinkedIn59.99 USDmissing (linkedin.com, Purchase history)

... 2 more missing

2 OctGoogle Workspace168.00 USD2026-10-02_Google-Workspace_168.00USD.pdf

Saved to the sheet "Receipts October 2026".

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 3 blanks

    Type card, month and folder. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Download the transactions of my card Harbor Card business, 1009 for October 2026 from the bank site. For each payment, search my Gmail and the Google Drive folder Finance/Receipts/2026-10 for a receipt or invoice with the same amount, within 3 days of the payment date. Save each receipt you find to the folder, named with the date, the vendor and the amount. Put a table in a new Google Sheet with the date, the vendor, the amount and the receipt file, or 'missing'. List the missing ones first, with the link to the vendor's billing page when you know it."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Find card payments that have no receipt" template with card = Harbor Card business, 1009; month = October 2026; folder = Finance/Receipts/2026-10.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Download the transactions of my card Harbor Card business, 1009 for October 2026 from the bank site. For each payment, search my Gmail and the Google Drive folder Finance/Receipts/2026-10 for a receipt or invoice with the same amount, within 3 days of the payment date. Save each receipt you find to the folder, named with the date, the vendor and the amount. Put a table in a new Google Sheet with the date, the vendor, the amount and the receipt file, or 'missing'. List the missing ones first, with the link to the vendor's billing page when you know it."
  }
}

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