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AI capture

AI capture lets signed-in users describe subscription changes in natural language or upload a screenshot. The model returns a proposed command; the app shows a review screen and only writes data after the user confirms.

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What users can do

  • Add one or more subscriptions from a sentence, receipt, statement excerpt, or screenshot.
  • Update an existing subscription by name or id.
  • Batch update several subscriptions in one request.
  • Delete an existing subscription after review.
  • Confirm, edit, discard, or undo the resulting action in the app.
AI never writes directly to subscription storage. It prepares a structured command, and the UI executes the confirmed action through the same local/cloud mutation paths as manual edits.

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Required hosted services

  • Supabase auth, because AI capture is only available to signed-in users.
  • Supabase migrations through 20260625000100_ai_budget_reservations.sql, because quota and budget RPCs are required.
  • Netlify Functions, because provider keys stay server-side.
  • An AI provider key for OpenRouter or Anthropic.
If no provider key is configured, the app falls back to the manual add form.

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Provider variables

OpenRouter is the default low-cost path when OPENROUTER_API_KEY is present:
Anthropic remains supported:
AI_PROVIDER is optional. Without it, the server infers openrouter when OPENROUTER_API_KEY is set; otherwise it uses the Anthropic path.

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Guardrail variables

All guardrails are server-only variables:
Daily quota is per user. Monthly budget is workspace-wide and is enforced with an atomic reservation before the provider call, so concurrent requests cannot all enter the model call after observing the same old spend.

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Privacy model

The pasted text or uploaded screenshot is sent once to the configured model provider for extraction. Subscription Manager does not store or log the content. The database keeps only:
  • Per-user daily AI capture counters.
  • Workspace-wide monthly aggregate token counts.
Function logs include request id, user id, command type, and token counts, but not the raw input.

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Errors and fallback

Common error codes returned by /.netlify/functions/ai-parse-subscriptions: Users can always add or edit subscriptions manually when AI capture is unavailable.