ExpenseBot
REMOTE · MCP.EXPENSEBOT.AI · 2 COMPONENTS
Receipt ingestion, Gmail capture, expense analysis, and reviewed reports for AI-agent workflows.
Available components
Last scanned (23 hours ago)
Scores higher than 64% of remote servers
Reachable. Last reached 4 Nov 2026.
Category Data and Analytics
How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score → Why this is hard to score →
Endpoint Security63
- The endpoint's TLS certificate is valid, in date, and uses a strong key. View diagnostics → Pass
- Authorisation check failed: no authorisation is required to call this server, and it exposes a tool marked destructive (complete_setup). See how to fix → View diagnostics → Fail
- HTTPS is enforced; there's no plaintext access path. View diagnostics → Pass
- The HSTS (Strict-Transport-Security) header is present. View diagnostics → Pass
- DNSSEC check failed: this domain isn't protected by DNSSEC. See how to fix → View diagnostics → Fail
Transport & Reachability100
- Verified streamable-http transport via a live MCP handshake. View diagnostics → Pass
Schema Quality & AI Usability63
- AI-judged instruction clarity (excellent).Pass
- Context-footprint check failed: tool/resource definitions use about 15464 tokens (~237/item across 65 items; 65 tools + 0 resources), over budget; trim descriptions and params. See how to fix → Fail
- Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management98
- Stability check failed: schema churn in the 30 days we've observed: 0 tool removals, 2 breaking changes, 0 auth/transport breaks, 6 additions. See how to fix → Fail
Tool Coverage99
- 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
- 98% of tool parameters carry a description.Partial
- Structured output schemas are declared (100% of tools); any adoption earns full credit.Pass
Tool Safety50
- Injection-marker check failed: the server instructions contains an instruction to conceal the call from the user, the text "never tell the user", at byte 6890 of that field. See how to fix → Fail
- All 1 tool(s) whose name or description implies an irreversible operation declare an MCP destructiveHint annotation.Pass
- An AI judge read all 66 captured unit(s) of tool text and found none that tries to manipulate the model reading it.Pass
Capabilities100
- Implements a current MCP spec version (2026-07-28).Pass
Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.
- 4 Nov 26 −3
- Injection markers: pass → fail ▼ security
- The server rewrote its instructions, which are the text every model session reads security
- Tool “add_income” rewrote its description, which is the text the model reads security
- Tool “add_cash_expense” rewrote its description, which is the text the model reads security
- Tool “correct_expenses” rewrote its description, which is the text the model reads security
- Tool “add_mileage_entry” rewrote its description, which is the text the model reads security
- Tool “whatif_tax_setaside” rewrote its description, which is the text the model reads security
- Tool “whatif_client” rewrote its description, which is the text the model reads security
- Tool “update_expense” rewrote its description, which is the text the model reads security
- Tool “submit_receipt” rewrote its description, which is the text the model reads security
- Tool “share_report” rewrote its description, which is the text the model reads security
- Tool “search_expenses” rewrote its description, which is the text the model reads security
- Tool “search” rewrote its description, which is the text the model reads security
- Tool “scan_gmail” rewrote its description, which is the text the model reads security
- Tool “process_gmail_receipts” rewrote its description, which is the text the model reads security
- Tool “parse_expense” rewrote its description, which is the text the model reads security
- Tool “group_expenses” rewrote its description, which is the text the model reads security
- Tool “get_trip_suggestions” rewrote its description, which is the text the model reads security
- Tool “get_spreadsheet_url” rewrote its description, which is the text the model reads security
- Tool “get_spending_summary” rewrote its description, which is the text the model reads security
- Tool “get_scan_status” rewrote its description, which is the text the model reads security
- Tool “get_pnl” rewrote its description, which is the text the model reads security
- Tool “get_per_tag_pnl” rewrote its description, which is the text the model reads security
- Tool “get_last_receipt_result” rewrote its description, which is the text the model reads security
- Tool “get_accounting_integration_status” rewrote its description, which is the text the model reads security
- Tool “fix_compliance” rewrote its description, which is the text the model reads security
- Tool “fetch” rewrote its description, which is the text the model reads security
- Tool “create_report” rewrote its description, which is the text the model reads security
- New tool “omit_expenses” functional
- “add_income_from_file” reworded the description of “rowEdits” cosmetic
- “correct_expenses” reworded the description of “change” cosmetic
- “check_compliance” reworded the description of “analysisRequested” cosmetic
- “add_income” reworded the description of “paymentMethod” cosmetic
- “submit_receipt” reworded the description of “uploadRefs” cosmetic
- “submit_receipt” reworded the description of “filesToUpload” cosmetic
- “search_expenses” reworded the description of “tagAssignment” cosmetic
- “search_expenses” reworded the description of “query” cosmetic
- “group_expenses” reworded the description of “replaceExistingTags” cosmetic
- “get_report_details” reworded the description of “checkFreshness” cosmetic
- “get_report_details” reworded the description of “analysisRequested” cosmetic
- “get_last_receipt_result” reworded the description of “withinSeconds” cosmetic
- “get_income_summary” reworded the description of “incomeTagPrefix” cosmetic
- “fix_compliance” reworded the description of “undo” cosmetic
- “fix_compliance” reworded the description of “status” cosmetic
- “fix_compliance” reworded the description of “selection” cosmetic
- “fix_compliance” reworded the description of “operationId” cosmetic
- “fix_compliance” reworded the description of “change” cosmetic
- “create_report” reworded the description of “recipientRole” cosmetic
- “correct_expenses” reworded the description of “undo” cosmetic
- “correct_expenses” reworded the description of “status” cosmetic
- “correct_expenses” reworded the description of “selection” cosmetic
- “correct_expenses” reworded the description of “operationId” cosmetic
- 3 Nov 26 0
- The server rewrote its instructions, which are the text every model session reads security
- Tool “get_spreadsheet_url” rewrote its description, which is the text the model reads security
- Tool “get_last_receipt_result” rewrote its description, which is the text the model reads security
- MCP protocol: Implements a current MCP spec version (2026-07-28). functional
- MCP protocol version: 2025-11-25 → 2026-07-28 functional
- 2 Nov 26 0
- The server rewrote its instructions, which are the text every model session reads security
- New tool “complete_setup”, which the server declares destructive security
- Tool “add_income_from_file” rewrote its description, which is the text the model reads security
- Tool “update_expense” rewrote its description, which is the text the model reads security
- Tool “trace_document” rewrote its description, which is the text the model reads security
- Tool “submit_receipt” rewrote its description, which is the text the model reads security
- Tool “send_report_to_accounting” rewrote its description, which is the text the model reads security
- Tool “search_expenses” rewrote its description, which is the text the model reads security
- Tool “scan_gmail_years” rewrote its description, which is the text the model reads security
- Tool “scan_gmail” rewrote its description, which is the text the model reads security
- Tool “request_accounting_integration” rewrote its description, which is the text the model reads security
- Tool “group_expenses” rewrote its description, which is the text the model reads security
- Tool “get_subscription_audit” rewrote its description, which is the text the model reads security
- Tool “get_spreadsheet_url” rewrote its description, which is the text the model reads security
- Tool “get_scan_status” rewrote its description, which is the text the model reads security
- Tool “get_recent_activity” rewrote its description, which is the text the model reads security
- Tool “get_monthly_books_review” rewrote its description, which is the text the model reads security
- Tool “get_mileage_summary” rewrote its description, which is the text the model reads security
- Tool “get_last_receipt_result” rewrote its description, which is the text the model reads security
- Tool “get_expense_splits” rewrote its description, which is the text the model reads security
- Tool “get_expense_by_id” rewrote its description, which is the text the model reads security
- Tool “get_accounting_integration_status” rewrote its description, which is the text the model reads security
- Tool “fix_compliance” rewrote its description, which is the text the model reads security
- Tool “create_report” rewrote its description, which is the text the model reads security
- Tool “correct_expenses” rewrote its description, which is the text the model reads security
- Tool “add_mileage_entry” rewrote its description, which is the text the model reads security
- Tool “add_income” rewrote its description, which is the text the model reads security
- Tool “add_cash_expense” rewrote its description, which is the text the model reads security
- New tool “get_setup_status” functional
- “update_expense” added an optional parameter “expectedPaidWith” cosmetic
- “search_expenses” added an optional parameter “paymentStatus” cosmetic
- “search_expenses” added an optional parameter “includePaidWith” cosmetic
- “scan_gmail_years” added an optional parameter “provider” cosmetic
- “scan_gmail” added an optional parameter “provider” cosmetic
- “get_scan_status” added an optional parameter “provider” cosmetic
- “get_scan_status” added an optional parameter “jobId” cosmetic
- “search_expenses” reworded the description of “dateRange” cosmetic
- “search_expenses” reworded the description of “clientEmail” cosmetic
- “list_reports” reworded the description of “clientEmail” cosmetic
- “list_client_invoices” reworded the description of “clientEmail” cosmetic
- “get_trip_suggestions” reworded the description of “clientEmail” cosmetic
- “get_subscription_audit” reworded the description of “dateRange” cosmetic
- “get_statement_import_status” reworded the description of “clientEmail” cosmetic
- “get_spending_summary” reworded the description of “dateRange” cosmetic
- “get_spending_summary” reworded the description of “clientEmail” cosmetic
- “get_report_details” reworded the description of “clientEmail” cosmetic
- “get_pnl” reworded the description of “dateRange” cosmetic
- “get_pnl” reworded the description of “clientEmail” cosmetic
- “get_per_tag_pnl” reworded the description of “dateRange” cosmetic
- “get_monthly_books_review” reworded the description of “clientEmail” cosmetic
- “get_mileage_summary” reworded the description of “dateRange” cosmetic
- “get_income_summary” reworded the description of “dateRange” cosmetic
- “get_expense_splits” reworded the description of “clientEmail” cosmetic
- “get_deep_analytics” reworded the description of “dateRange” cosmetic
- “get_credits_refunds” reworded the description of “clientEmail” cosmetic
- “get_client_invoice” reworded the description of “clientEmail” cosmetic
- “get_client_advance_balances” reworded the description of “clientEmail” cosmetic
- “create_report” reworded the description of “dateRange” cosmetic
- 30 Oct 26 0
- Tool “get_trip_suggestions” rewrote its description, which is the text the model reads security
- 27 Oct 26 0
- Tool “create_report” rewrote its description, which is the text the model reads security
- Tool “add_cash_expense” rewrote its description, which is the text the model reads security
- Tool “add_income_from_file” rewrote its description, which is the text the model reads security
- Tool “correct_expenses” rewrote its description, which is the text the model reads security
- Tool “create_tag” rewrote its description, which is the text the model reads security
- Tool “fix_compliance” rewrote its description, which is the text the model reads security
- Tool “get_last_receipt_result” rewrote its description, which is the text the model reads security
- Tool “get_spreadsheet_url” rewrote its description, which is the text the model reads security
- Tool “get_trip_suggestions” rewrote its description, which is the text the model reads security
- Tool “group_expenses” rewrote its description, which is the text the model reads security
- Tool “search_expenses” rewrote its description, which is the text the model reads security
- Tool “send_report_to_accounting” rewrote its description, which is the text the model reads security
- Tool “submit_receipt” rewrote its description, which is the text the model reads security
- Tool “update_expense” rewrote its description, which is the text the model reads security
- “get_trip_suggestions” added an optional parameter “area” cosmetic
- “get_trip_suggestions” added an optional parameter “dateRange” cosmetic
- “get_trip_suggestions” added an optional parameter “destination” cosmetic
- “get_trip_suggestions” added an optional parameter “includeCandidates” cosmetic
- “get_trip_suggestions” added an optional parameter “includePossibleAdditions” cosmetic
- “get_trip_suggestions” added an optional parameter “mode” cosmetic
- “get_trip_suggestions” added an optional parameter “offset” cosmetic
- “get_trip_suggestions” added an optional parameter “refresh” cosmetic
- “add_income_from_file” reworded the description of “rowEdits” cosmetic
- “create_report” reworded the description of “dateRange” cosmetic
- “get_client_advance_balances” reworded the description of “clientEmail” cosmetic
- “get_client_invoice” reworded the description of “clientEmail” cosmetic
- “get_credits_refunds” reworded the description of “clientEmail” cosmetic
- “get_deep_analytics” reworded the description of “dateRange” cosmetic
- “get_expense_splits” reworded the description of “clientEmail” cosmetic
- “get_income_summary” reworded the description of “dateRange” cosmetic
- “get_mileage_summary” reworded the description of “dateRange” cosmetic
- “get_monthly_books_review” reworded the description of “clientEmail” cosmetic
- “get_per_tag_pnl” reworded the description of “dateRange” cosmetic
- “get_pnl” reworded the description of “clientEmail” cosmetic
- “get_pnl” reworded the description of “dateRange” cosmetic
- “get_report_details” reworded the description of “checkFreshness” cosmetic
- “get_report_details” reworded the description of “clientEmail” cosmetic
- “get_spending_summary” reworded the description of “clientEmail” cosmetic
- “get_spending_summary” reworded the description of “dateRange” cosmetic
- “get_statement_import_status” reworded the description of “clientEmail” cosmetic
- “get_subscription_audit” reworded the description of “dateRange” cosmetic
- “get_trip_suggestions” reworded the description of “clientEmail” cosmetic
- “get_trip_suggestions” reworded the description of “limit” cosmetic
- “list_client_invoices” reworded the description of “clientEmail” cosmetic
- “list_reports” reworded the description of “clientEmail” cosmetic
- “search_expenses” reworded the description of “clientEmail” cosmetic
- “search_expenses” reworded the description of “dateRange” cosmetic
- “search_expenses” reworded the description of “query” cosmetic
- “submit_receipt” reworded the description of “filesToUpload” cosmetic
- “submit_receipt” reworded the description of “note” cosmetic
- “submit_receipt” reworded the description of “tag” cosmetic
- “submit_receipt” reworded the description of “uploadRefs” cosmetic
- 26 Oct 26 0
- Tool “search_expenses” rewrote its description, which is the text the model reads security
- Tool “group_expenses” rewrote its description, which is the text the model reads security
- New tool “create_tag” functional
- “search_expenses” added an optional parameter “tagAssignment” cosmetic
- “search_expenses” added an optional parameter “groupBy” cosmetic
- “search_expenses” added an optional parameter “countries” cosmetic
- “group_expenses” added an optional parameter “replaceExistingTags” cosmetic
- 23 Oct 26 0
- The server rewrote its instructions, which are the text every model session reads security
- 22 Oct 26 0
- The server rewrote its instructions, which are the text every model session reads security
Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.
Captured 4 Nov 2026 · Probed https://mcp.expensebot.ai/mcp
TLS valid
Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .
| Subject | Issuer | Valid from | Valid until | Key | Signature | Serial |
|---|---|---|---|---|---|---|
| CN=mcp.expensebot.ai | CN=YR2,O=Let's Encrypt,C=US | 8 Sept 2026 | 7 Dec 2026 | RSA 2048 | SHA256-RSA | 69f8cf9d11963ed221401116573c17f0a84 |
| SANs: mcp.expensebot.ai | ||||||
| CN=YR2,O=Let's Encrypt,C=US (CA) | CN=Root YR,O=ISRG,C=US | 3 Sept 2025 | 2 Sept 2028 | RSA 2048 | SHA256-RSA | 4ebd24947e24d394802d84a52fd5b319 |
| CN=Root YR,O=ISRG,C=US (CA) | CN=ISRG Root X1,O=Internet Security Research Group,C=US | 13 May 2026 | 2 Sept 2032 | RSA 4096 | SHA256-RSA | f24b6d17f9d9ad7cb1c9fea78782699f |
Background: What to check on a remote MCP endpoint →
DNSSEC insecure
Validation of mcp.expensebot.ai. — Not signed
| Zone | DS | Keys | Algorithms | Outcome |
|---|---|---|---|---|
| . | trust_anchor | 20326, 38696 | 8, 8 | Verified |
| ai. | present | 1814, 3799 | 8, 8 | Verified |
| expensebot.ai. | absent | Unsigned (proven) parent-signed NSEC/NSEC3 proves an unsigned delegation |
Authentication No authorisation required
The endpoint answered without asking for a token. Anyone who knows the URL can reach it.
| Result | No authorisation required |
|---|---|
| HTTP status | 200 |
| Header | Value |
|---|---|
| strict-transport-security | max-age=63072000 |
Background: How OAuth 2.1 works in the 2026 MCP spec →
Transports 2 probes
| Transport | URL | Outcome | Status | Location |
|---|---|---|---|---|
| streamable-http | https://mcp.expensebot.ai/mcp | Verified | 200 | |
| http (plaintext) | http://mcp.expensebot.ai/mcp | HTTPS enforced | 308 | https://mcp.expensebot.ai/mcp |
The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability. A tool's description is untrusted text the model reads on every call, which is what makes this list a security surface and not just an inventory: how tool poisoning works →
add_cash_expense ~329
Add one receiptless expense or client-provided expense advance to the expense sheet after the user confirms; no server preview, it writes on call. Ordinary expenses: list_categories first; use a configured Expense Account. Advances: isClientAdvance=true + clientName reuses/creates the canonical client group, applies Cash advance received and writes a negative expense. Only client money provided before spending; never for vendor refunds, reimbursements, earned fees, retainers or generic deposits. Multiple/incomplete entries, refunds, tax/tip/per diem: Manual expense link from get_spreadsheet_url.
| Name | Type | Req | Description |
|---|---|---|---|
| category | string | – | A configured Expense Account returned by list_categories. Do not invent a category. |
| city | string | – | City/location |
| clientName | string | – | Client name for a client advance, in ordinary language. ExpenseBot resolves the canonical Client – Name group. |
| currency | string | – | Currency code (default: USD) |
| date | string | yes | Expense date (YYYY-MM-DD) |
| isClientAdvance | boolean | – | True only when a client supplied money in advance for expenses. Requires clientName and does not require category. |
| merchant | string | – | Merchant/vendor name for an ordinary expense. Not needed for a client advance; ExpenseBot derives it from clientName. |
| notes | string | – | Notes or description |
| subtotal | number | – | Subtotal before tax |
| tax | number | – | Tax amount |
| tip | number | – | Tip amount |
| total | number | yes | Positive amount paid or received. ExpenseBot stores a client advance as negative. |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| expense | object | – | – |
| finalAnswer | string | – | – |
| message | string | yes | – |
| recordId | string | – | – |
| responseGuidance | string | – | – |
| reviewExpensesUrl | string | – | – |
| rowNumber | integer | – | – |
| spreadsheetUrl | string|null | – | – |
| success | boolean | yes | – |
No examples provided.
add_income ~325
Log exactly one confirmed income payment (cash/check/Stripe/etc.) to Income, e.g. income absent from Gmail/Plaid; no server preview, it writes on call. Never loop over statements/exports/tables/lists. Multiple payments: add_income_from_csv for CSV/TSV/text or add_income_from_file for image/PDF; both duplicate-check, preview and require confirmation. Call list_income_categories first; use fixed tax categories. Omitted category defaults to Service income; unknown is rejected.
| Name | Type | Req | Description |
|---|---|---|---|
| amount | number | yes | Income amount (>0) |
| category | string | – | A category returned by list_income_categories (optional; defaults to Service income) |
| currency | string | – | Currency code (default: home currency) |
| date | string | yes | Income date (YYYY-MM-DD). Required. Use the date the user gives; for "today" send today's calendar date in their timezone. If no date was given, ask. |
| description | string | – | What the income was for |
| fees | number | – | Processor/transfer fees deducted |
| notes | string | – | – |
| paymentMethod | string | yes | How you got paid: Cash, Check, Bank transfer, Wallet app, Credit/Debit card, Payment processor or Other; labels like Stripe or Venmo are normalized. |
| reference | string | – | Invoice or transaction reference |
| source | string | yes | Who paid you (client name, customer, etc.) |
| tag | string | – | Tag for client/project attribution |
| taxCollected | number | – | Sales tax/GST/HST collected |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| deduped | boolean | – | – |
| destinations | object | – | – |
| finalAnswer | string | – | – |
| matchedRow | object | – | – |
| message | string | yes | – |
| recordId | string | – | – |
| responseGuidance | string | – | – |
| rowNumber | integer | – | – |
| success | boolean | yes | – |
| tabCreated | boolean | – | – |
No examples provided.
add_income_from_csv ~313
Use this to import the user's CSV/TSV/text income export (max 500 KB). Step 1 stages a duplicate-checked previewId without writing Income rows. Show it and obtain approval. Step 2 uses confirm:true and that previewId to write the approved rows/edits; duplicates require explicit keep approval. Unknown or expired previews never write (15-minute expiry). Return spreadsheetUrl and reviewIncomeUrl after success. Accepts user-provided attachments or inline text, not arbitrary web URLs.
| Name | Type | Req | Description |
|---|---|---|---|
| bulkNote | string | – | Step 2 note prepended to confirmed rows (max 120 characters). |
| confirm | boolean | – | Step 2: true writes the staged selection only after user approval. |
| csvContent | object | – | Step 1 ChatGPT attachment; securely downloaded and decoded. |
| csvText | string | – | Step 1 inline CSV/TSV/text fallback; ChatGPT should use csvContent. |
| keepBothIndexes | array | – | Step 2 duplicate indexes the user explicitly approved keeping. |
| paymentMethod | string | – | Fallback payment rail only when absent from the parsed row. |
| previewId | string | – | Step 2 ID returned by the unexpired preview. |
| rowEdits | array | – | Step 2 approved edits; at most 50 selected preview rows. |
| selectedIndexes | array | – | Step 2 preview row indexes to write; omit for all staged rows. |
| tag | string | – | Optional client/project tag for staged or confirmed rows. |
| Name | Type | Req | Description |
|---|---|---|---|
| confirmationContract | string | – | – |
| confirmed | boolean | – | – |
| deduped | integer | – | – |
| duplicateCount | integer | – | – |
| duplicates | array | – | – |
| entries | array | – | – |
| entryCount | integer | – | – |
| expiresAt | string | – | – |
| expiresInMinutes | integer | – | – |
| failed | integer | – | – |
| finalAnswer | string | – | – |
| idempotentReplay | boolean | – | – |
| maxChatEntries | integer | – | – |
| message | string | yes | – |
| preview | boolean | – | – |
| previewId | string | – | – |
| projectionTruncated | boolean | – | – |
| refundRowCount | integer | – | – |
| rejectedRows | array | – | – |
| responseGuidance | string | – | – |
| reviewImportUrl | string | – | – |
| reviewIncomeUrl | string | – | – |
| spreadsheetUrl | string|null | – | – |
| success | boolean | yes | – |
| tooLargeForChat | boolean | – | – |
| total | integer | – | – |
| totalsByCurrency | object | – | – |
| unattempted | integer | – | – |
| warnings | array | – | – |
| written | integer | – | – |
No examples provided.
add_income_from_file ~535
Import income from attached JPEG/PNG/WebP/HEIC/HEIF screenshots/images or PDF (payment/wallet/payout/bank statement; max 10 MB). Step 1: file WITHOUT confirm uses Add Income's parser and Income-tab duplicate check. Returns previewId, exact count, currency totals, rows, duplicate flags/rejections; parses only, saves nothing. Attachment is not write consent. Show rows/duplicates. Step 2: confirm:true + previewId writes only user-approved selectedIndexes/keepBothIndexes/rowEdits/tag/bulkNote. Skip flagged duplicates unless explicitly approved in keepBothIndexes. Unknown/expired previews (15 minutes) never write. Success: show spreadsheetUrl + reviewIncomeUrl. Mixed income/expense or many edits: Add Income link from get_spreadsheet_url.
| Name | Type | Req | Description |
|---|---|---|---|
| bulkNote | string | – | Step 2 only: one note (max 120 chars) prepended to every confirmed row's Notes, same as the app's 'Add note to all entries'. |
| confirm | boolean | – | Step 2 only: true writes the staged rows. Omit it (with previewId absent) to parse and preview without writing. |
| keepBothIndexes | array | – | Step 2 only: preview indexes of duplicate-flagged rows the user explicitly wants to keep anyway (the app's 'Keep Both'). |
| mimeType | string | – | MIME type of the file (default: image/jpeg) |
| paymentMethod | string | – | Fallback payment rail for rows where the parser found none (Cash, Check, Bank transfer, Wallet app, Credit/Debit card, Payment processor, or Other). |
| photo | object | – | Attached image or PDF supplied by ChatGPT for step 1. The server downloads and parses the attachment securely. |
| photoBase64 | string | – | Legacy fallback for MCP clients that send complete image/PDF bytes as base64. ChatGPT should use photo. |
| previewId | string | – | Step 2 only: the previewId returned by the step-1 call. |
| rowEdits | array | – | Step 2 only: user-approved corrections, max 50 rows (date YYYY-MM-DD, source, amount, currency, category, paymentMethod, description, notes, reference, fees, taxCollected, tag). |
| selectedIndexes | array | – | Step 2 only: preview row indexes to write. Omit to write all staged rows. |
| tag | string | – | Optional client/project tag. In step 1 it pre-fills the staged rows; in step 2 it applies to the confirmed selection. |
| Name | Type | Req | Description |
|---|---|---|---|
| confirmationContract | string | – | – |
| confirmed | boolean | – | – |
| deduped | integer | – | – |
| duplicateCount | integer | – | – |
| duplicates | array | – | – |
| entries | array | – | – |
| entryCount | integer | – | – |
| expiresAt | string | – | – |
| expiresInMinutes | integer | – | – |
| failed | integer | – | – |
| finalAnswer | string | – | – |
| idempotentReplay | boolean | – | – |
| maxChatEntries | integer | – | – |
| message | string | yes | – |
| preview | boolean | – | – |
| previewId | string | – | – |
| projectionTruncated | boolean | – | – |
| refundRowCount | integer | – | – |
| rejectedRows | array | – | – |
| responseGuidance | string | – | – |
| reviewImportUrl | string | – | – |
| reviewIncomeUrl | string | – | – |
| spreadsheetUrl | string|null | – | – |
| success | boolean | yes | – |
| tooLargeForChat | boolean | – | – |
| total | integer | – | – |
| totalsByCurrency | object | – | – |
| unattempted | integer | – | – |
| warnings | array | – | – |
| written | integer | – | – |
No examples provided.
add_mileage_entry ~263
Log one business trip as a calculated-value expense row; no server preview, it writes on call with only user-given details. Requires a configured mileage rate (cents/km or cents/mi) and unit (mi/km). For route calculation, mileage settings, repeated trips, calendar/rideshare imports, per diem or visual review use Mileage and travel from get_spreadsheet_url.
| Name | Type | Req | Description |
|---|---|---|---|
| category | string | – | Override the user's default mileage category (optional) |
| city | string | – | City (optional) |
| date | string | yes | Trip date (YYYY-MM-DD). Required. Use the date the user gives; for "today" send today's calendar date in their timezone. If no date was given, ask. |
| destination | string | – | Destination address or location (optional) |
| distance | number | yes | Distance traveled in the user's configured unit (miles or km) |
| notes | string | – | Optional user-supplied context stored with the mileage entry. |
| purpose | string | yes | Business purpose / description of the trip (e.g., 'Client meeting at 1234 Main St') |
| roundTrip | boolean | – | If true, doubles the distance (return trip) |
| tag | string | – | Tag for client/project attribution (optional) |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| finalAnswer | string | – | – |
| message | string | yes | – |
| responseGuidance | string | – | – |
| reviewExpensesUrl | string | – | – |
| rowNumber | integer | – | – |
| settings | object | – | – |
| spreadsheetUrl | string|null | – | – |
| success | boolean | yes | – |
No examples provided.
check_compliance ~122
Use only when the user explicitly asks to check an existing report for compliance issues such as missing business purpose or policy violations. Creating a report, excluding Personal expenses, sharing a report, or billing a client is not a compliance request; never call this tool automatically as a preflight or follow-up for those workflows.
| Name | Type | Req | Description |
|---|---|---|---|
| analysisRequested | boolean | yes | True only when the user explicitly asked for this report's compliance analysis. Never ask for or copy their message or infer consent from report creation, sharing or billing. |
| reportId | string | yes | Report ID to check |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
check_feature ~80
Check whether ExpenseBot supports a specific feature ('does ExpenseBot support X', 'can it integrate with Y'). Searches the public knowledge base and returns a confidence-scored answer + related questions. Works with or without authentication.
| Name | Type | Req | Description |
|---|---|---|---|
| feature | string | yes | Feature or integration to check (e.g., 'Xero', 'mileage tracking', 'Plaid') |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
check_tax_deductibility ~185
Use this when the user asks for general deduction guidance for an expense type, such as business meals or home-office expenses. Looks up reference rules using the account's tax-country/home settings and current year. A verified rule may return a percentage and reference; unverified rules return unknown/reviewRequired without a percentage. Read-only: it does not classify saved expenses, prepare a return, or determine the user's actual tax liability. Do not use for tax refunds received as income; use get_income_summary for recorded refunds. General guidance is not a tax professional's determination.
| Name | Type | Req | Description |
|---|---|---|---|
| category | string | – | Optional expense category to match the reference rule. |
| merchant | string | – | Optional merchant name only when relevant to the expense type. |
| query | string | yes | Brief expense-type deduction question, e.g. 'are business meals deductible?'; no account numbers or unrelated personal context. |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
complete_setup ~152
Preview explicit setup answers; never infer settings or recipients. Show changes/access/recipients; after explicit approval confirm only proposalId + confirm:true. Owner/revision-bound; rejects changed state. Lost response: proposalId + status:true; never resend blindly. Read get_setup_status after completion. Personal Rules require validation/activation; invitations are not accepted client access. OAuth/bank/required reviews use returned screens. No financial writes or client acting.
| Name | Type | Req | Description |
|---|---|---|---|
| answers | – | – | Explicit answers for one operation. |
| confirm | boolean | – | Approve exact preview. |
| operation | string | – | Preview operation. |
| proposalId | string | – | Returned setup proposal ID. |
| status | boolean | – | Read outcome; do not replay. |
| Name | Type | Req | Description |
|---|---|---|---|
| handoffUrl | string | – | Required screen; navigation is not completion. |
| message | string | – | Outcome or next action. |
| operation | string | – | Setup operation. |
| proposalId | string | – | Setup proposal ID for confirm/status. |
| proposed | object | – | Exact proposed changes; show before approval. |
| result | object|null | – | Verified save/invitation/learning outcomes. |
| revision | string | – | Bound readiness revision. |
| status | string | – | Authoritative stage; pending is not saved. |
| success | boolean | yes | Operation succeeded. |
No examples provided.
correct_expenses ~291
Preview and correct category, business purpose or user-supplied attendees on one or more exact expenses; first search_expenses for full expenseIds. Automatic preview with confirm omitted/false: show exact count and before/after changes, ask approval once, then repeat identical operationId/selection/change with confirm:true; early confirm returns preview. Never infer attendee names/business context. attendeeMode add preserves existing attendees; replace changes only that Notes segment. Preserve card, description, inbox and other structured Notes segments; skip Formula Notes/overflow. Terminal result gives applied/conflicted/failed counts, status and Undo. Does not omit duplicates, change amounts/dates or do broad Calendar matching; omit/restore via omit_expenses; one row's merchant or tag: update_expense. Mixed (e.g. category plus attendees), unsupported or over-100-row cleanup: https://www.expensebot.ai/review-expenses?source=mcp.
| Name | Type | Req | Description |
|---|---|---|---|
| change | object | – | Exactly one correction; its type selects the required value field. |
| confirm | boolean | – | Omit/false for preview; true only after explicit approval. |
| operationId | string | yes | Idempotency key generated once and reused unchanged. |
| selection | object | – | Exact expenses from search_expenses approved for this correction. |
| status | boolean | – | Read status by operationId. |
| undo | boolean | – | Undo within the Undo window. |
| Name | Type | Req | Description |
|---|---|---|---|
| change | object | – | – |
| confirmation | object | – | – |
| finalAnswer | string | – | – |
| manifest | object | – | – |
| message | string | – | – |
| operationId | string | – | – |
| preview | object | – | – |
| requiresConfirmation | boolean | – | – |
| responseGuidance | string | – | – |
| reviewExpensesUrl | string | – | – |
| status | string | yes | – |
| success | boolean | yes | – |
| undo | object | – | – |
No examples provided.
create_client_invoice ~145
Create the exact invoice previously returned by prepare_client_invoice. This is a confirmed write: it revalidates the report snapshot and client identity, creates a private editable Google Doc plus private PDF and DOCX copies, records the issued invoice, and supersedes an older active invoice for the same report. It does not send email or create an Income row. If tax is positive, confirmTax must be true.
| Name | Type | Req | Description |
|---|---|---|---|
| confirmTax | boolean | – | True only after the user confirms the displayed tax label and rate. |
| operationId | string | – | Optional retry key. Reuse it after an uncertain response. |
| preparationId | string | yes | Short-lived ID returned by prepare_client_invoice. |
| Name | Type | Req | Description |
|---|---|---|---|
| advanceApplied | number | – | – |
| artifactWarning | string | – | – |
| clientName | string|null | – | – |
| currency | string | – | – |
| documentUrl | string|null | – | – |
| docxUrl | string|null | – | – |
| dueDate | string|null | – | – |
| grandTotal | number | – | – |
| invoiceId | string|null | – | – |
| invoiceNumber | string|null | – | – |
| issueDate | string|null | – | – |
| pdfUrl | string|null | – | – |
| recovered | boolean | – | – |
| sourceReportId | string|null | – | – |
| status | string | – | – |
| success | boolean | yes | – |
| total | number | – | – |
No examples provided.
create_report ~343
Create a report for clear date/client/project/trip/category/merchant criteria. Tags group clients/projects/codes/trips; list_tags if unclear. excludePersonal=true excludes both Personal tag and Personal expense category, as in Report Wizard. Returns summary, exact report/Bill Client links, filters and a prefilled Report Wizard for visual criteria. Optional shareWith recipients (user-named only; emailed). No server preview: creates on call. Group-scoped reports exclude rows on other ordinary reports. No unreported matches: explain existing Reports; never duplicate. Use role-aware accountingHandoffUrls only for the requested destination; opening is not export proof. Complete directly; no check_compliance/get_report_details/tax/deductibility analysis before or after unless explicitly requested.
| Name | Type | Req | Description |
|---|---|---|---|
| categories | array | – | Optional configured expense categories to include in the report. |
| dateRange | – | – | One period variant matching user wording. |
| excludePersonal | boolean | – | Exclude expenses whose Tag is Personal or whose Expense Category is Personal. |
| excludedCategories | array | – | Expense categories to exclude from the report. |
| excludedTags | array | – | Existing ExpenseBot groups to exclude from the report. |
| recipientRole | string | – | Access for every shareWith recipient: reviewer for one-report review, comments, approval or changes; accountant only when the user explicitly wants ongoing report management and accounting-software a… |
| shareWith | array | – | Email addresses to share the report with |
| tags | array | – | Existing ExpenseBot groups to include, such as a client, project, project code, property, or trip. Use list_tags first when uncertain. |
| title | string | – | Custom report title |
| Name | Type | Req | Description |
|---|---|---|---|
| accountingHandoffUrls | object | – | – |
| accountingSetupUrl | string | – | – |
| billClientUrl | string | – | – |
| creationStatus | string | – | – |
| data | object | – | – |
| finalAnswer | string | – | – |
| nextActions | array | – | – |
| reportId | string | – | – |
| reportUrl | string | – | – |
| responseGuidance | string | – | – |
| success | boolean | yes | – |
No examples provided.
create_tag ~209
Create a standalone group/tag without selecting or changing any expenses. The first call prepares a preview; after the user explicitly chooses to create it, send confirm:true with the returned operationId (fresh duplicate checks run). A first call with confirm:true still returns a preview. An exact canonical duplicate is a no-op; archived tags are not reactivated. Similar names are returned as choices; set allowSimilar:true only when the user explicitly chooses a distinct new group despite them. Use list_tags to inspect all groups.
| Name | Type | Req | Description |
|---|---|---|---|
| allowSimilar | boolean | – | Allow creation alongside similar names only when the user explicitly chooses a new distinct group. |
| confirm | boolean | – | Confirm only after the user approves the preview; a first confirm call remains preview-only. |
| name | string | yes | Name of the new group/tag. |
| operationId | string | – | Server-issued preview operation ID to confirm a staged create. |
| status | boolean | – | When true, read the verified outcome for operationId without creating or changing a tag. |
| Name | Type | Req | Description |
|---|---|---|---|
| canonicalName | string | – | – |
| choices | array | – | – |
| confirmation | object | – | – |
| confirmationRequired | boolean | – | – |
| created | boolean | – | – |
| error | object | – | – |
| existingMatches | array | – | – |
| existingTag | object|null | – | – |
| existingTagCount | integer | – | – |
| existingTags | array | – | – |
| existingTagsTruncated | boolean | – | – |
| groupManagementUrl | string | – | – |
| message | string | – | – |
| name | string | – | – |
| operationId | string | – | – |
| outcomeVerified | boolean | – | – |
| previewStale | boolean | – | – |
| requestedName | string | – | – |
| requiresConfirmation | boolean | – | – |
| retryable | boolean | – | – |
| similarTags | array | – | – |
| status | string | – | – |
| success | boolean | yes | – |
No examples provided.
export_report ~82
Get a short-lived direct PDF download for one exact authorized expense report, plus the exact highlighted in-app report link. Use the in-app report for CSV, XLSX, receipt ZIP (when available), comments, invoicing, and other visually reviewed actions. Use list_reports first to find the reportId.
| Name | Type | Req | Description |
|---|---|---|---|
| reportId | string | yes | Report ID from list_reports |
| Name | Type | Req | Description |
|---|---|---|---|
| availableInReport | array | yes | – |
| expiresAt | string | yes | – |
| notes | string | yes | – |
| report | object | yes | – |
| success | boolean | yes | – |
| urls | object | yes | – |
No examples provided.
fetch ~250
Fetch full details for a specific item returned by `search`. The id encodes the item type: • 'expense:<expenseId>' — the durable Column-Q Receipt ID returned by `search`, URL-encoded, e.g. 'expense:RR-123%3A%3Adrive%2Ffile%209'. Never a sheet row number: rows move when the sheet is prepended. • 'report:<reportId>' — the alphanumeric Firestore document id from `search` or `list_reports`, e.g., 'report:FQqDglExofsyyQv7aYy4' • 'kb:<entryId>' — the knowledge-base entry id from `search` Use ids exactly as returned; never alter them. Returns full text + metadata to cite. Outside Deep Research read one expense with get_expense_by_id.
| Name | Type | Req | Description |
|---|---|---|---|
| id | string | yes | Item ID from a previous `search` or `list_reports` call. Format: 'expense:<URL-encoded Column-Q expenseId>', 'report:<reportId>' (alphanumeric Firestore doc id, ~20 chars), or 'kb:<entryId>' (knowled… |
| Name | Type | Req | Description |
|---|---|---|---|
| id | string | yes | Echoed back from the input |
| metadata | object | – | – |
| text | string | yes | Full text content for the AI to cite |
| title | string | yes | – |
| url | string | – | – |
No examples provided.
fix_compliance ~225
Fix recorded expenses only after an explicit request to fix check_compliance findings; follow correct_expenses. Use exact expenseIds from search_expenses; never select all report rows or infer purpose/category/attendees. First call always gives a no-write before/after preview, even with early confirm:true; show changes and ask approval, then repeat identical operationId/selection/change with confirm:true. Terminal result gives applied/conflicted/failed counts, status and Undo. Group via group_expenses. Unsupported or over 100 rows: https://www.expensebot.ai/review-expenses?source=mcp.
| Name | Type | Req | Description |
|---|---|---|---|
| change | object | – | Exactly one correction; its type selects the required value field. |
| confirm | boolean | – | Omit/false for preview; true only after explicit approval. |
| operationId | string | yes | Idempotency key generated once and reused unchanged. |
| selection | object | – | Exact expenses from search_expenses approved for this correction. |
| status | boolean | – | Read status by operationId. |
| undo | boolean | – | Undo within the Undo window. |
| Name | Type | Req | Description |
|---|---|---|---|
| change | object | – | – |
| confirmation | object | – | – |
| finalAnswer | string | – | – |
| manifest | object | – | – |
| message | string | – | – |
| operationId | string | – | – |
| preview | object | – | – |
| requiresConfirmation | boolean | – | – |
| responseGuidance | string | – | – |
| reviewExpensesUrl | string | – | – |
| status | string | yes | – |
| success | boolean | yes | – |
| undo | object | – | – |
No examples provided.
get_accounting_integration_status ~152
Read the owner's accounting connection/setup state, selected organization/company/business, rollout state and one connect/reconnect setupUrl. Pass an existing reportId to open that exact report's provider setup control; otherwise general Reports setup. Never posts data. Agent posting: Zoho Books only; QuickBooks Online, Xero, Wave and FreeAgent (beta) are connection/status only (writesAuthorized=false).
| Name | Type | Req | Description |
|---|---|---|---|
| provider | string | yes | Accounting destination provider. QuickBooks Online, Xero, Wave, FreeAgent (beta), or Zoho Books. |
| reportId | string | – | Optional existing ExpenseBot report ID. When supplied, setupUrl opens this exact report and highlights the selected accounting provider's setup control. |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | Per-provider connection and rollout state. |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
get_accounting_push_status ~131
Read the authoritative posting and reconciliation status for one ExpenseBot report at an accounting destination. Use after a timeout or uncertain response before considering any retry. Returns status, submission time, posting mode, posted receipt count, any public error, and whether reconciliation is required. Never re-post a completed report or a report marked needs_reconciliation; show that state to the owner instead. This tool is read-only and owner-account only.
| Name | Type | Req | Description |
|---|---|---|---|
| provider | string | yes | Accounting destination provider used for the prior posting attempt. |
| reportId | string | yes | Exact ExpenseBot report ID from the prior proposal or posting attempt. |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
get_client_advance_balances ~160
Read the same per-client advance balances shown in ExpenseBot's Client advances section. Use for questions like 'how much of Acme's advance remains?', 'which client floats are still open?', or 'do I owe a client a refund?'. A negative ledger balance means money remains to refund; a positive balance means the client owes the user. Returns the existing app handoff for Refund leftover or Bill Client. Read-only: never records a refund, creates an invoice, or recomputes the ledger in model prose.
| Name | Type | Req | Description |
|---|---|---|---|
| clientEmail | string | – | Accountants: accepted client email only. |
| clientName | string | – | Optional client name or canonical Client tag. Omit to list every open balance backed by a recorded client advance. |
| Name | Type | Req | Description |
|---|---|---|---|
| balances | array | – | – |
| data | object | – | – |
| homeCurrency | string | – | – |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
get_client_invoice ~140
Get the full financial and delivery summary for one issued client invoice, including subtotal, markup, tax, advance applied, balance due, dates, status, source report, and private Google Doc/PDF/DOCX links when available. Provide invoiceId or invoiceNumber — one is required; invoiceNumber is accepted only when it is unique. Read-only.
| Name | Type | Req | Description |
|---|---|---|---|
| clientEmail | string | – | Accountants: accepted client email only. |
| invoiceId | string | – | Stable invoice ID from list_client_invoices. Required unless invoiceNumber is supplied. |
| invoiceNumber | string | – | Human invoice number when invoiceId is unavailable; it must identify one unique invoice. |
| Name | Type | Req | Description |
|---|---|---|---|
| invoice | object | – | The invoice record. Absent only on the error branch (not-found), which never carries structuredContent. |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
get_credits_refunds ~165
List card refunds, cashback/rewards, and statement credits that ExpenseBot has already recorded — either as negative expenses or matched against the original charge. Examples: 'did my refund come through', 'show my statement credits', 'was that return recorded'. Returns the most recent items (default 25, newest first); narrow with dateRange. Read-only: it never scans cards, changes review decisions, or adds rows.
| Name | Type | Req | Description |
|---|---|---|---|
| clientEmail | string | – | Accountants: accepted client email only. |
| dateRange | object | – | Optional open-ended or closed window to narrow results. Supply startDate, endDate, or both; supplied bounds are inclusive YYYY-MM-DD dates. |
| limit | number | – | Maximum results to return (default 25, max 100). |
| Name | Type | Req | Description |
|---|---|---|---|
| credits | array | – | – |
| data | object | – | – |
| message | string | – | – |
| refunds | array | – | – |
| success | boolean | yes | – |
No examples provided.
get_deep_analytics ~113
Run deeper, multi-step analytics on the user's expenses. Use for explanatory questions like 'why did my spending increase' or 'compare Q1 vs Q2'. Takes 10-30 seconds (runs as a background job, polled automatically). Returns: { message, data: { ..., sampleMeta? } } where sampleMeta.isTruncated indicates whether the agent saw the full dataset.
| Name | Type | Req | Description |
|---|---|---|---|
| dateRange | – | – | One period variant matching user wording. |
| query | string | yes | The analytics question to answer |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object|null | – | Inline analytics; null without sheet/data. |
| estimatedTime | number | – | Async: seconds. |
| jobId | string | – | Async branch only. |
| message | string | – | Narrative. |
| pollEndpoint | string | – | Async branch only. |
| pollInterval | number | – | Async: milliseconds. |
| response | string | – | Chat alias of message. |
| success | boolean | – | Async branch only. |
| type | string | – | Async analytics_pending: poll pollEndpoint/poll_analytics(jobId). |
No examples provided.
get_expense_by_id ~155
Read one existing expense from the authenticated user's ExpenseBot spreadsheet. Supply the exact expenseId returned by search_expenses (Receipt ID in Column Q), or the user's specified rowNumber. Never invent an identifier. Returns sheetName, rowNumber, headers, values, labeled fields and, when available, reviewExpenseUrl. This tool does not edit, submit, delete, share, or scan anything. Also returns Paid with context (unavailable differs from blank) and typed bookkeeping paymentStatus, never bank settlement proof.
| Name | Type | Req | Description |
|---|---|---|---|
| expenseId | string | – | Exact full ExpenseBot Receipt ID from Column Q |
| rowNumber | integer | – | 1-indexed sheet row (row 1 is headers, so ≥ 2) |
| Name | Type | Req | Description |
|---|---|---|---|
| headers | array | – | – |
| labeled | object | – | – |
| paidWith | object | – | – |
| paymentStatus | object | – | – |
| reviewExpenseUrl | string | – | – |
| rowNumber | integer | – | Resolved sheet row for the expense. |
| sheetName | string | – | – |
| success | boolean | yes | – |
| values | array | – | – |
No examples provided.
get_expense_splits ~175
Read a payment's category/client/property/business-personal allocation. Returns one parent with nested split lines; never count split lines as separate expenses. Use for 'how is this expense split' or 'business portion'. Edit splits in ExpenseBot Review workspace.
| Name | Type | Req | Description |
|---|---|---|---|
| clientEmail | string | – | Accountants: accepted client email only. |
| dateRange | object | – | Optional open-ended or closed window to search for split expenses. Supply startDate, endDate, or both; supplied bounds are inclusive YYYY-MM-DD dates. |
| limit | number | – | Max parent expenses to return (default 25, max 100). |
| onlySplit | boolean | – | Return only expenses with active splits (default true). Set false to inspect an unsplit Receipt ID. |
| receiptId | string | – | Optional Receipt ID for one expense. |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object | – | – |
| message | string | – | – |
| splits | array | – | – |
| success | boolean | yes | – |
No examples provided.
get_income_summary ~185
Use this when the user asks about income already recorded in their ExpenseBot Income tab. Read totals; group by source, category, month, payment method or tag; filter by dateRange/incomeTagPrefix. Query supports period comparisons (e.g. 'income YTD by source', 'income this year vs last'). Returns message and data with total and optional breakdown, comparison, sampleMeta. No scanning, imports, mutations, tax returns or liability determination.
| Name | Type | Req | Description |
|---|---|---|---|
| dateRange | – | – | One period variant matching user wording. |
| groupBy | string | – | How to group the breakdown |
| incomeTagPrefix | string | – | Optional tag prefix (e.g. 'Prop –', 'Client –'); filters to income rows tagged with it. |
| query | string | – | Natural language income question (e.g., 'income YTD by source', 'rental income last month') |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object|null | – | Inline analytics; null without sheet/data. |
| estimatedTime | number | – | Async: seconds. |
| jobId | string | – | Async branch only. |
| message | string | – | Narrative. |
| pollEndpoint | string | – | Async branch only. |
| pollInterval | number | – | Async: milliseconds. |
| response | string | – | Chat alias of message. |
| success | boolean | – | Async branch only. |
| type | string | – | Async analytics_pending: poll pollEndpoint/poll_analytics(jobId). |
No examples provided.
get_last_receipt_result ~246
Read the authoritative outcome of a receipt batch: a submit_receipt batch by its exact ID (submissionId), or the latest upload (including in-app) via withinSeconds. Poll at the returned interval/time allowance (small batch at least 5 minutes; larger longer). Pending is normal: never blindly resubmit. found:false = pending/no terminal verdict; found:true = terminal. Returns added/duplicate/skipped/held_for_review/errored per-file outcomes, exact counts and up to 10 summaries. Held files (missing details or a possible duplicate) were not added; relay only their message's next step (e.g. Files to review on Add Expenses), do not invent a missing card or direct held uploads to Gmail Action Needed. Show spreadsheetUrl/reviewExpensesUrl for rows actually added, not for held files. Unknown outcomes stay unknown. Gmail scans use get_scan_status. Read-only.
| Name | Type | Req | Description |
|---|---|---|---|
| submissionId | string | – | Exact submissionId returned by submit_receipt. Strongly preferred because it binds the result to this upload instead of an earlier receipt. |
| withinSeconds | integer | – | Lookback seconds for the latest upload when there is no submissionId. |
| Name | Type | Req | Description |
|---|---|---|---|
| counts | object | – | – |
| data | object | – | – |
| found | boolean | yes | – |
| message | string | yes | – |
| receipts | array | – | Processed receipt summaries. Held files are not listed here; see data.outcomes. |
| reviewExpensesUrl | string | – | – |
| spreadsheetUrl | string|null | – | – |
| state | string | – | Present on pending polls for a specific submission. |
| submissionId | string|null | – | – |
| success | boolean | yes | – |
| timestamp | string|null | – | – |
| verdict | string | – | Terminal only. held_for_review: every file was held, none added; mixed also covers batches with held files. |
No examples provided.
get_mileage_summary ~136
Mileage totals and month/client/purpose/category breakdowns; country-aware IRS/CRA cents-per-mile/km deduction estimates. Use for mileage this year/by month/for Acme, business miles last quarter or deduction estimate. Supports YoY/MoM/QoQ comparisons. Returns message/data with totalDistance, optional deductionEstimate/breakdown/comparison/sampleMeta.
| Name | Type | Req | Description |
|---|---|---|---|
| dateRange | – | – | One period variant matching user wording. |
| groupBy | string | – | How to group the breakdown |
| query | string | – | Natural language mileage question (e.g., 'mileage this year', 'miles driven for Acme client') |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object|null | – | – |
| message | string | – | – |
| success | boolean | – | Present only on the error branch (out of scope) / async path. |
No examples provided.
get_monthly_books_review ~124
Review one calendar month's recorded income, spending, net, top categories/merchants and unusual alerts ('monthly review', 'how did last month go', 'what did I make and spend'). Defaults to last completed month. Advisory estimates are not tax advice. closeReadiness gives recorded-book checks/Action Needed links; explain unknown coverage/limits. Never closes books or certifies tax completeness.
| Name | Type | Req | Description |
|---|---|---|---|
| clientEmail | string | – | Accountants: accepted client email only. |
| period | string | – | Calendar month in YYYY-MM format. Defaults to the last completed month. |
| Name | Type | Req | Description |
|---|---|---|---|
| closeReadiness | object | – | – |
| data | object | – | – |
| message | string | – | – |
| success | boolean | yes | – |
No examples provided.
get_per_tag_pnl ~204
Per-tag P&L — revenue, cost, profit, and margin grouped by tag (per-client, per-property, per-event, per-realtor-deal). Requires both income AND expense rows to be tagged with matching labels. Examples: 'per-tag P&L this year', 'profit by client', 'profit by property', 'profit on the Smith wedding', 'per-client P&L this year vs last' (YoY). Supports YoY / MoM / QoQ comparison phrasing. Margin renders as multiplier in loss territory. Defaults to year-to-date if no date range given.
| Name | Type | Req | Description |
|---|---|---|---|
| dateRange | – | – | One period variant matching user wording. |
| query | string | – | Natural language per-tag P&L question |
| tagPrefix | string | – | Optional prefix to limit which tags are bucketed (e.g., 'Prop –' for properties only, 'Client –' for clients only). When omitted, all tags are included. |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object|null | – | Inline analytics; null without sheet/data. |
| estimatedTime | number | – | Async: seconds. |
| jobId | string | – | Async branch only. |
| message | string | – | Narrative. |
| pollEndpoint | string | – | Async branch only. |
| pollInterval | number | – | Async: milliseconds. |
| response | string | – | Chat alias of message. |
| success | boolean | – | Async branch only. |
| type | string | – | Async analytics_pending: poll pollEndpoint/poll_analytics(jobId). |
No examples provided.
get_pnl ~196
Compute Profit & Loss (P&L / net income / margin) by combining the Income tab with expense tabs. Examples: 'am I profitable this year', 'P&L for Q1', 'net income last quarter', 'what's my margin', 'P&L this year vs last' (YoY). Supports period comparison — YoY, MoM, QoQ, same-month-prev-year. Margin shows as a multiplier in loss (e.g. 'expenses 5.4x revenue'). Returns: { message, data: { revenue, expenses, netIncome, margin, comparison?, sampleMeta? } }.
| Name | Type | Req | Description |
|---|---|---|---|
| clientEmail | string | – | Accountants: accepted client email only. |
| dateRange | – | – | One period variant matching user wording. |
| query | string | – | Natural language P&L question (e.g., 'P&L for Q1 2025', 'am I profitable') |
| Name | Type | Req | Description |
|---|---|---|---|
| data | object|null | – | Inline analytics; null without sheet/data. |
| estimatedTime | number | – | Async: seconds. |
| jobId | string | – | Async branch only. |
| message | string | – | Narrative. |
| pollEndpoint | string | – | Async branch only. |
| pollInterval | number | – | Async: milliseconds. |
| response | string | – | Chat alias of message. |
| success | boolean | – | Async branch only. |
| type | string | – | Async analytics_pending: poll pollEndpoint/poll_analytics(jobId). |
No examples provided.
get_recent_activity ~104
Read recent MCP assistant tool calls: tool, time, arguments and success, not document processing history. Use for 'what did I do this week' or 'which tools has my assistant run'. Returns audit entries, default 20, max 100.
| Name | Type | Req | Description |
|---|---|---|---|
| actionId | string | – | Optional: filter to a single tool/action name |
| limit | integer | – | – |
| sinceDays | integer | – | Only show actions from the last N days (default 7) |
| Name | Type | Req | Description |
|---|---|---|---|
| actions | array | yes | – |
| count | integer | yes | – |
| success | boolean | yes | – |
No examples provided.
get_report_details ~234
Get full details of a specific expense report including all expenses, totals, and compliance status. Use only when the user explicitly asks to inspect an existing report's details. Without checkFreshness:true, returns the stored report only. When explicitly requested together with analysisRequested:true, freshness reads canonical Google Sheets sources with a 5-second bound; if full tax-year replay is unavailable, status is unknown, not current. Never call this as a preflight or follow-up to creating, sharing, or billing from a report; those tools already return the requested result and links.
| Name | Type | Req | Description |
|---|---|---|---|
| analysisRequested | boolean | yes | True only when the user explicitly asked to inspect this report. Never ask for or copy their message or infer consent from report creation, sharing or billing. |
| checkFreshness | boolean | – | True only when the user explicitly asks if this Year End report is current. Needs analysisRequested:true; a bounded Sheets check that may return unknown. Never after report creation, sharing or billi… |
| clientEmail | string | – | Accountants: accepted client email only. |
| reportId | string | yes | The report/spreadsheet ID |
| Name | Type | Req | Description |
|---|---|---|---|
| freshness | object | – | – |
| report | object | yes | The full stored report record. |
| success | boolean | yes | – |
No examples provided.
get_scan_status ~147
Check authoritative scan status; defaults to Gmail. provider:outlook reads gated mailbox status or exact jobId, not overall processing completion. Starts require the returned screen. Gmail returns the active lock, live phase/progress, queued or attention-needed periods, completed calendar years, tax-period statuses with their returned labels and inclusive ISO bounds, exclusions and recent outcomes. Use when asked if a scan is running, finished, stuck, or what it is doing. On completion show spreadsheetUrl or reviewExpensesUrl; for setup/reconnection show gmailScanUrl. Read-only.
| Name | Type | Req | Description |
|---|---|---|---|
| jobId | string | – | Optional exact Outlook historical job ID, never guessed. |
| provider | string | – | Default Gmail. |
| Name | Type | Req | Description |
|---|---|---|---|
| accounts | array | – | – |
| coverage | string | – | – |
| data | object | – | – |
| gmailScanUrl | string|null | – | – |
| job | object | – | – |
| latestScan | object|null | – | Most recent scan outcome (success, emailsFound, emailsTagged, timestamp). |
| lock | object | – | Scan-lock state (active, startedAt, ageSeconds, dispatchComplete, pendingProcessingCount). |
| message | string | – | – |
| outlookSettingsUrl | string | – | – |
| provider | string | – | – |
| reviewExpensesUrl | string|null | – | – |
| scanInProgress | boolean | – | – |
| scanInitiated | boolean | – | – |
| scanWorkspaceUrl | string | – | – |
| spreadsheetUrl | string|null | – | – |
| status | string|null | – | Scan lifecycle state. |
| success | boolean | yes | – |
No examples provided.
get_setup_status ~54
Read authoritative setup, known answers, next question and eligible actions for the current workspace. Ask only missing prerequisites; optional setup must not block a specific expense task. Unknown is not empty/complete. No client acting/writes.
Input schema present but exposes no named parameters.
| Name | Type | Req | Description |
|---|---|---|---|
| decisions | object|null | – | Saved checklist decisions. |
| handoffs | object | – | Returned settings/personalRules/inbox/bank/clients links. |
| limitations | array | – | Unknowns and restrictions. |
| nextQuestion | object|null | – | Next applicable question or null. |
| personalLearning | object|null | – | Learning revision, questions, proposals and lastChangeId. |
| personalRules | object | – | Completion and saved preferences. |
| revision | string | – | Current scope-bound revision. |
| scope | string | – | Current actor role. |
| states | object | – | Authoritative account/personal_rules/checklist/expense readiness. |
| status | string | – | Read availability. |
| success | boolean | yes | Read succeeded. |
| suggestions | array | – | Eligible actions; unknown stays unknown. |
No examples provided.
How do I install the ExpenseBot MCP server?
ExpenseBot is a hosted endpoint at https://mcp.expensebot.ai/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.
remote · mcp.expensebot.ai
claude mcp add --transport http totesmagotes-mcp-server-auth 'https://mcp.expensebot.ai/mcp'
What is the ExpenseBot MCP server?
ExpenseBot is an MCP server listed in the public MCP registry as io.github.TotesMagotes/mcp-server-auth. Receipt ingestion, Gmail capture, expense analysis, and reviewed reports for AI-agent workflows. This page covers its hosted endpoint (https://mcp.expensebot.ai/mcp).
Is the ExpenseBot MCP server safe to use?
ExpenseBot scores 75 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.
What tools does the ExpenseBot MCP server expose?
ExpenseBot exposes 65 tools: get_setup_status, complete_setup, search_expenses, get_spending_summary, get_deep_analytics, and 60 more. Their descriptions and schemas cost roughly 13,164 tokens of context every time the server is loaded.
Does the ExpenseBot MCP server require authentication?
No. We connected to ExpenseBot without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.
Is the ExpenseBot MCP server still maintained?
ExpenseBot is still listed as active in the MCP registry. We last reached this channel on 4 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.