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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.