Expense Management MCP tools follow mobile receipt capture, OCR, claim draft, policy checks, budget alerts, approval, reimbursement batch, accounting export, and audit workflows.
expense.config.get
readRead reimbursement currency, OCR, policy, approval, budget, payment, and accounting export settings.
Read first
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Governance
Read-only. No approval required.
Safety
Do not expose bank, accounting connector, OCR provider, or payroll secrets.
expense.employees.list
readList employees eligible for claims, departments, grade, approver, and payment state.
Read first
expense.config.get
Governance
Read-only. No approval required.
Safety
Mask personal and payment profile data according to HR/finance role.
expense.employee.get
readRead employee claim history, pending claims, payment summary, and applicable policy scope.
Read first
expense.employees.list
Governance
Read-only. No approval required.
Safety
Only HR, finance, approver, or the employee can read personal reimbursement records.
expense.departments.list
readList departments, owners, budget owners, and approval-routing base data.
Read first
expense.config.get
Governance
Read-only. No approval required.
Safety
Do not expose restricted department cost data without finance permission.
expense.cost_centres.list
readList cost centres, project codes, ledger accounts, and availability.
Read first
expense.departments.list
Governance
Read-only. No approval required.
Safety
Keep ledger mapping scoped to finance/admin roles.
expense.policies.list
readRead reimbursement policies, limits, receipt requirements, exceptions, approval levels, and effective dates.
Read first
expense.config.get
Governance
Read-only. No approval required.
Safety
Return effective policy version and avoid applying draft rules as active rules.
expense.categories.list
readList meal, travel, material, transport, and other categories with limits and ledger accounts.
Read first
expense.policies.list
Governance
Read-only. No approval required.
Safety
Keep category-to-ledger mappings controlled by finance roles.
expense.budgets.list
readList department, project, category, and monthly budgets, used, reserved, and overspend alerts.
Read first
expense.cost_centres.list
Governance
Read-only. No approval required.
Safety
Budget visibility must follow department and finance permissions.
expense.claims.list
readList claims by employee, department, status, date, category, amount, or payment state.
Read first
expense.employee.get, expense.policies.list
Governance
Read-only. No approval required.
Safety
Employees should only see own claims unless they are approvers or finance users.
expense.claim.get
readRead claim detail, receipts, OCR, policy result, approvals, payment, and audit.
Read first
expense.claims.list
Governance
Read-only. No approval required.
Safety
Mask bank/payment data and preserve approver comments according to role.
expense.receipts.list
readList receipt images/files, uploader, OCR state, missing fields, and linked claims.
Read first
expense.claim.get
Governance
Read-only. No approval required.
Safety
Return signed receipt views only to authorized users.
expense.receipt.get
readRead one receipt, OCR fields, original image, correction history, and confidence.
Read first
expense.receipts.list
Governance
Read-only. No approval required.
Safety
Mask sensitive card numbers or personal data visible on receipt images.
expense.ocr_results.list
readList OCR extracted date, merchant, amount, currency, tax, category, and confidence results.
Read first
expense.receipts.list
Governance
Read-only. No approval required.
Safety
Low-confidence fields must be marked and not silently used for approval.
expense.duplicate_risks.list
readList duplicate receipt, same amount/date, repeated reference, or possible split-claim risks.
Read first
expense.receipts.list, expense.claims.list
Governance
Read-only. No approval required.
Safety
Risk scores must be explainable and should not auto-accuse employees.
expense.pending_approvals.list
readList claims waiting for approval, information, over-limit review, or finance final check.
Read first
expense.claims.list
Governance
Read-only. No approval required.
Safety
Only return approvals assigned to the requester or their delegated role.
expense.approval_chain.get
readRead approval route, approved steps, pending steps, delegation, and separation-of-duty rules.
Read first
expense.claim.get, expense.policies.list
Governance
Read-only. No approval required.
Safety
Enforce separation of submitter, approver, and payment marker roles.
expense.reimbursements.list
readList approved-pending, processing, paid, failed, or cancelled reimbursements.
Read first
expense.claims.list
Governance
Read-only. No approval required.
Safety
Mask bank details and payroll identifiers.
expense.payment_batches.list
readList payment batches, totals, employee count, payment method, bank file, and state.
Read first
expense.reimbursements.list
Governance
Read-only. No approval required.
Safety
Bank file links must be permissioned and time-limited.
expense.project_allocations.list
readList expense allocation to projects, clients, cost centres, or milestones.
Read first
expense.cost_centres.list, expense.claims.list
Governance
Read-only. No approval required.
Safety
Do not expose project profitability outside permitted teams.
expense.accounting_exports.list
readList expense export batches, periods, formats, states, errors, and re-export history.
Read first
expense.config.get
Governance
Read-only. No approval required.
Safety
Do not expose accounting connector tokens or private ledger details.
expense.summary.get
readRead expense summary by department, employee, category, project, month, and currency.
Read first
expense.claims.list, expense.reimbursements.list
Governance
Read-only. No approval required.
Safety
Aggregate where possible; employee-level views require appropriate permission.
expense.policy_exceptions.get
readRead over-limit, missing receipt, duplicate, low-confidence OCR, policy exception, and missing-info summary.
Read first
expense.duplicate_risks.list, expense.policies.list
Governance
Read-only. No approval required.
Safety
Do not treat exception summaries as final fraud findings.
expense.audit_logs.list
readRead audit logs for claims, receipts, OCR, policies, approvals, payments, exports, and budgets.
Read first
expense.claim.get or expense.payment_batches.list
Governance
Read-only. No approval required.
Safety
Audit logs must be immutable and restricted to finance/admin/compliance roles.
expense.claim_check.preview
previewPreview OCR result, category, policy limit, budget, duplicate risk, and missing information for a claim.
Read first
expense.claim.get, expense.ocr_results.list, expense.policies.list, expense.budgets.list, expense.duplicate_risks.list
Governance
Used before submit or approval. No write occurs until approved action.
Safety
Low-confidence OCR and policy exceptions must be explicit in the preview.
expense.approval_result.preview
previewPreview status, notification, payment, and audit impact after approval, rejection, or information request.
Read first
expense.claim_check.preview, expense.approval_chain.get
Governance
Approver must confirm before changing claim state.
Safety
Prevent self-approval and bypassing required approval levels.
expense.reimbursement_batch.preview
previewPreview payment batch, employees, amounts, missing bank data, ledger accounts, and cashflow impact.
Read first
expense.reimbursements.list, expense.payment_batches.list, expense.employee.get
Governance
Finance approval required before creating or marking payment batches.
Safety
Recheck approved status and bank data before payment execution.
expense.policy_change.preview
previewPreview policy, category, limit, or approval-rule changes and their impact on employees and pending claims.
Read first
expense.policies.list, expense.categories.list, expense.pending_approvals.list
Governance
Finance/admin approval required before policy changes become active.
Safety
Use effective dates and do not retroactively alter already approved claims without correction flow.
expense.accounting_export.preview
previewPreview approved expense export period, categories, cost centres, tax, attachments, and errors.
Read first
expense.accounting_exports.list, expense.claims.list, expense.reimbursements.list
Governance
Finance approval required before export creation or external push.
Safety
Prevent duplicate exports and keep stable batch references.
expense.budget_alert.preview
previewPreview budget usage and overspend alerts after claim submission or approval.
Read first
expense.budgets.list, expense.claim_check.preview
Governance
Approval required only when alert rules or budget amounts are changed.
Safety
Do not block claims solely on budget alert unless policy explicitly requires it.
expense.claim.create
writeCreate claim draft with employee, lines, amounts, currency, category, and cost centre.
Read first
expense.employee.get, expense.categories.list, expense.claim_check.preview
Governance
Employee submission does not need finance approval, but final reimbursement does.
Safety
Validate employee eligibility and prevent duplicate draft creation from the same receipt.
expense.claim.update
writeUpdate draft or returned claim lines, notes, category, cost centre, and attachments.
Read first
expense.claim.get, expense.claim_check.preview
Governance
Approval required when finance edits submitted or approved claims.
Safety
Do not change approved claims without correction audit.
expense.claim.submit
writeSubmit claim into approval workflow and lock submitted version.
Read first
expense.claim_check.preview
Governance
Employee confirms submission; approver approval happens later.
Safety
Block submission only for required missing fields or invalid policy setup.
expense.claim.withdraw
writeWithdraw an unpaid claim and record reason.
Read first
expense.claim.get
Governance
Claim owner or finance approval required depending on claim state.
Safety
Do not withdraw paid or exported claims without reversal flow.
expense.receipt.attach
writeUpload or attach receipt image/PDF and trigger OCR and duplicate checks.
Read first
expense.claim.get
Governance
No approval required for attachment; approval required before reimbursement.
Safety
Virus scan files and restrict signed receipt access.
expense.ocr_result.correct
writeCorrect OCR date, merchant, amount, currency, tax, or category and preserve editor.
Read first
expense.receipt.get, expense.ocr_results.list
Governance
Approval required if correction changes submitted or approved amount.
Safety
Keep original OCR and manual correction history immutable.
expense.approval.approve
writeApprove a claim and advance it to payment or next approval level.
Read first
expense.approval_result.preview
Governance
Assigned approver must explicitly approve.
Safety
Enforce separation of duties, policy exceptions, and approval delegation rules.
expense.approval.reject
writeReject a claim with reason, notify employee, and lock approval record.
Read first
expense.approval_result.preview
Governance
Assigned approver must explicitly reject.
Safety
Rejection reasons should be clear and policy-based where possible.
expense.approval.request_info
writeReturn claim to request receipt, explanation, category, or project details.
Read first
expense.approval_result.preview
Governance
Assigned approver or finance user approval required.
Safety
Keep previous submitted version and requested fields in audit.
expense.reimbursement_batch.create
writeCreate reimbursement payment batch for approved claims with total, method, and bank file.
Read first
expense.reimbursement_batch.preview
Governance
Finance approval required before payment batch creation/finalisation.
Safety
Only approved and not-yet-paid claims can enter a payment batch.
expense.reimbursement.mark_paid
writeMark reimbursement or payment batch as paid with date, method, reference, and proof.
Read first
expense.payment_batches.list, expense.reimbursement_batch.preview
Governance
Finance approval required before marking paid.
Safety
Do not mark unapproved, failed, or already paid reimbursements as paid.
expense.policy.update
writeUpdate policy, limits, receipt requirements, approval levels, exceptions, and effective dates.
Read first
expense.policy_change.preview
Governance
Finance/admin approval required.
Safety
Use versioning and effective dates; never silently rewrite historical policy results.
expense.category.upsert
writeCreate or update expense category, ledger account, limit, receipt requirement, and visibility.
Read first
expense.categories.list, expense.policy_change.preview
Governance
Finance/admin approval required.
Safety
Prevent breaking active policy rules or accounting mappings.
expense.budget.upsert
writeCreate or update department, project, category, or monthly budget and alert threshold.
Read first
expense.budget_alert.preview
Governance
Budget owner or finance approval required.
Safety
Keep budget changes auditable and effective-dated.
expense.project_allocation.upsert
writeUpdate allocation between expense and project, client, cost centre, or milestone.
Read first
expense.project_allocations.list, expense.claim_check.preview
Governance
Approval required when changing submitted or approved cost allocation.
Safety
Preserve original allocation and project profitability audit.
expense.accounting_export.create
writeCreate accounting export file or push approved expense records to accounting system.
Read first
expense.accounting_export.preview
Governance
Finance approval required before export finalisation or external push.
Safety
Prevent duplicate exports and preserve batch id on exported records.
expense.notification.send
writeSend submission, return, approval, payment, missing-info, or budget alert notifications.
Read first
expense.approval_result.preview or expense.budget_alert.preview
Governance
Approval required for bulk or sensitive finance notifications.
Safety
Respect recipient scope and avoid exposing private claim details to the wrong manager.
expense.employee_payment_profile.update
writeUpdate employee reimbursement payment profile summary, preferred method, or missing-payment-data state.
Read first
expense.employee.get, expense.reimbursement_batch.preview
Governance
HR/finance approval required for sensitive payment profile changes.
Safety
Do not expose or store full bank data in public fields; keep change audit.
expense.action_request.status
statusCheck status for expense writes, previews, or approval requests without re-executing actions.
Read first
expense.audit_logs.list
Governance
Read-only status lookup. No approval required.
Safety
Return status and audit references only; never replay approval or payment writes.