expense.config.get
readRead reimbursement currency, OCR, policy, approval, budget, payment, and accounting export settings.
-
Read-only. No approval required.
Do not expose bank, accounting connector, OCR provider, or payroll secrets.
Expense Management MCP Tools
Expense Management MCP tools follow mobile receipt capture, OCR, claim draft, policy checks, budget alerts, approval, reimbursement batch, accounting export, and audit workflows.
expense.employees.list
readList employees eligible for claims, departments, grade, approver, and payment state.
expense.config.get
Read-only. No approval required.
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.
expense.employees.list
Read-only. No approval required.
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.
expense.config.get
Read-only. No approval required.
Do not expose restricted department cost data without finance permission.
expense.cost_centres.list
readList cost centres, project codes, ledger accounts, and availability.
expense.departments.list
Read-only. No approval required.
Keep ledger mapping scoped to finance/admin roles.
expense.policies.list
readRead reimbursement policies, limits, receipt requirements, exceptions, approval levels, and effective dates.
expense.config.get
Read-only. No approval required.
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.
expense.policies.list
Read-only. No approval required.
Keep category-to-ledger mappings controlled by finance roles.
expense.budgets.list
readList department, project, category, and monthly budgets, used, reserved, and overspend alerts.
expense.cost_centres.list
Read-only. No approval required.
Budget visibility must follow department and finance permissions.
expense.claims.list
readList claims by employee, department, status, date, category, amount, or payment state.
expense.employee.get, expense.policies.list
Read-only. No approval required.
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.
expense.claims.list
Read-only. No approval required.
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.
expense.claim.get
Read-only. No approval required.
Return signed receipt views only to authorized users.
expense.receipt.get
readRead one receipt, OCR fields, original image, correction history, and confidence.
expense.receipts.list
Read-only. No approval required.
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.
expense.receipts.list
Read-only. No approval required.
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.
expense.receipts.list, expense.claims.list
Read-only. No approval required.
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.
expense.claims.list
Read-only. No approval required.
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.
expense.claim.get, expense.policies.list
Read-only. No approval required.
Enforce separation of submitter, approver, and payment marker roles.
expense.reimbursements.list
readList approved-pending, processing, paid, failed, or cancelled reimbursements.
expense.claims.list
Read-only. No approval required.
Mask bank details and payroll identifiers.
expense.payment_batches.list
readList payment batches, totals, employee count, payment method, bank file, and state.
expense.reimbursements.list
Read-only. No approval required.
Bank file links must be permissioned and time-limited.
expense.project_allocations.list
readList expense allocation to projects, clients, cost centres, or milestones.
expense.cost_centres.list, expense.claims.list
Read-only. No approval required.
Do not expose project profitability outside permitted teams.
expense.accounting_exports.list
readList expense export batches, periods, formats, states, errors, and re-export history.
expense.config.get
Read-only. No approval required.
Do not expose accounting connector tokens or private ledger details.
expense.summary.get
readRead expense summary by department, employee, category, project, month, and currency.
expense.claims.list, expense.reimbursements.list
Read-only. No approval required.
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.
expense.duplicate_risks.list, expense.policies.list
Read-only. No approval required.
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.
expense.claim.get or expense.payment_batches.list
Read-only. No approval required.
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.
expense.claim.get, expense.ocr_results.list, expense.policies.list, expense.budgets.list, expense.duplicate_risks.list
Used before submit or approval. No write occurs until approved action.
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.
expense.claim_check.preview, expense.approval_chain.get
Approver must confirm before changing claim state.
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.
expense.reimbursements.list, expense.payment_batches.list, expense.employee.get
Finance approval required before creating or marking payment batches.
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.
expense.policies.list, expense.categories.list, expense.pending_approvals.list
Finance/admin approval required before policy changes become active.
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.
expense.accounting_exports.list, expense.claims.list, expense.reimbursements.list
Finance approval required before export creation or external push.
Prevent duplicate exports and keep stable batch references.
expense.budget_alert.preview
previewPreview budget usage and overspend alerts after claim submission or approval.
expense.budgets.list, expense.claim_check.preview
Approval required only when alert rules or budget amounts are changed.
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.
expense.employee.get, expense.categories.list, expense.claim_check.preview
Employee submission does not need finance approval, but final reimbursement does.
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.
expense.claim.get, expense.claim_check.preview
Approval required when finance edits submitted or approved claims.
Do not change approved claims without correction audit.
expense.claim.submit
writeSubmit claim into approval workflow and lock submitted version.
expense.claim_check.preview
Employee confirms submission; approver approval happens later.
Block submission only for required missing fields or invalid policy setup.
expense.claim.withdraw
writeWithdraw an unpaid claim and record reason.
expense.claim.get
Claim owner or finance approval required depending on claim state.
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.
expense.claim.get
No approval required for attachment; approval required before reimbursement.
Virus scan files and restrict signed receipt access.
expense.ocr_result.correct
writeCorrect OCR date, merchant, amount, currency, tax, or category and preserve editor.
expense.receipt.get, expense.ocr_results.list
Approval required if correction changes submitted or approved amount.
Keep original OCR and manual correction history immutable.
expense.approval.approve
writeApprove a claim and advance it to payment or next approval level.
expense.approval_result.preview
Assigned approver must explicitly approve.
Enforce separation of duties, policy exceptions, and approval delegation rules.
expense.approval.reject
writeReject a claim with reason, notify employee, and lock approval record.
expense.approval_result.preview
Assigned approver must explicitly reject.
Rejection reasons should be clear and policy-based where possible.
expense.approval.request_info
writeReturn claim to request receipt, explanation, category, or project details.
expense.approval_result.preview
Assigned approver or finance user approval required.
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.
expense.reimbursement_batch.preview
Finance approval required before payment batch creation/finalisation.
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.
expense.payment_batches.list, expense.reimbursement_batch.preview
Finance approval required before marking paid.
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.
expense.policy_change.preview
Finance/admin approval required.
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.
expense.categories.list, expense.policy_change.preview
Finance/admin approval required.
Prevent breaking active policy rules or accounting mappings.
expense.budget.upsert
writeCreate or update department, project, category, or monthly budget and alert threshold.
expense.budget_alert.preview
Budget owner or finance approval required.
Keep budget changes auditable and effective-dated.
expense.project_allocation.upsert
writeUpdate allocation between expense and project, client, cost centre, or milestone.
expense.project_allocations.list, expense.claim_check.preview
Approval required when changing submitted or approved cost allocation.
Preserve original allocation and project profitability audit.
expense.accounting_export.create
writeCreate accounting export file or push approved expense records to accounting system.
expense.accounting_export.preview
Finance approval required before export finalisation or external push.
Prevent duplicate exports and preserve batch id on exported records.
expense.notification.send
writeSend submission, return, approval, payment, missing-info, or budget alert notifications.
expense.approval_result.preview or expense.budget_alert.preview
Approval required for bulk or sensitive finance notifications.
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.
expense.employee.get, expense.reimbursement_batch.preview
HR/finance approval required for sensitive payment profile changes.
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.
expense.audit_logs.list
Read-only status lookup. No approval required.
Return status and audit references only; never replay approval or payment writes.