# Certify (Emburse) MCP for AI Agents AI Agent Connect

> Certify (Emburse) MCP lets you manage expenses, invoices, and receipts using your AI agent. It gives your agent the ability to pull report data, audit records, and manage employee info directly from your Certify account. No more manual clicking through the dashboard to find a single receipt.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_RBu2fxRteejllQx6XUDuaJkfcR2rGnodVcs8rPRB/ai-agent-connect
- **Tags:** expense-reporting, travel-expenses, accounts-payable, receipt-tracking, financial-auditing, spend-control

## Description

Managing company spend usually feels like a chore of endless tabs. You have to hunt for specific expense reports, dig through piles of invoices, and manually verify receipts against employee claims. It's a lot of friction for anyone trying to keep the books clean. This Connector changes that by letting your AI agent do the heavy lifting. Instead of navigating the Certify (Emburse Professional) dashboard yourself, you can just ask your agent to pull a list of pending reports or find a specific invoice for a vendor. It bridges the gap between your financial data and your daily conversation. When you use this through the Vinkius catalog, you're giving your agent a direct line to your expense management system. You can check GL dimensions for accounting syncs or pull department lists without leaving your chat interface. It turns a manual search process into a simple request, making it way easier to keep your financial auditing on track without the usual headaches.

## Tools

### list_certify_receipts
Retrieve receipts stored in the system to review them quickly. You can see images without opening the full portal.

### get_gl_dimensions
Pull General Ledger dimensions and lists for accounting syncs. This helps you map your data correctly.

### list_certify_expenses
List individual expense lines to see specific spend details. This is great for granular auditing of reports.

### list_certify_departments
List company departments to see your organizational structure. It gives you a clear view of your company layout.

### list_invoice_reports
List reports that contain multiple invoices for better tracking. Use this to see grouped billing data.

### list_certify_invoices
List accounts payable invoices to see what needs paying. It helps you keep track of all outstanding vendor bills.

### list_expense_reports
List all expense reports to get a high-level view of spend. This gives you a quick summary of everything pending.

### list_certify_users
List employee users in the system for user administration. You can see who has access to your financial records.

## Prompt Examples

**Prompt:** 
```
Show me the status of all pending expense reports.
```

**Response:** 
```
### Pending Expense Reports

| Report Name | Amount | Status |
| :--- | :--- | :--- |
| **Business Trip NY** | $1,200.00 | Pending |
| **Office Supplies** | $45.00 | Pending |

I found 2 pending reports that need your attention.
```

**Prompt:** 
```
Who is in the Sales department?
```

**Response:** 
```
### Sales Department Employees

Here are the 5 employees currently listed in Sales:
*   Jane Smith
*   Michael Scott
*   Pam Beesly
*   Dwight Schrute
*   Jim Halpert
```

**Prompt:** 
```
Are there any invoices over $1,000?
```

**Response:** 
```
### High-Value Invoices

I found 2 invoices exceeding $1,000:
*   **IT Services**: $1,245.00
*   **Cloud Hosting**: $1,500.00

Would you like me to list the full reports for these items?
```

## Capabilities

### Pull expense lines
Get individual lines from reports instantly.

### Fetch receipts
View and review stored receipts without opening the portal.

### List invoices
See all accounts payable invoices in one list.

### Check GL dimensions
Access accounting dimensions for easier syncing.

### Manage departments
View company department structures in real-time.

### View employee records
Get a list of all users in your system.

## Use Cases

### Checking a vendor's payment status
An AP clerk asks the agent to find all invoices from a specific vendor and gets a list of paid and pending items immediately.

### Auditing a specific trip
A finance manager asks to see the receipts for a recent business trip and the agent pulls them for quick verification.

### Updating department info
An HR admin asks to see the list of employees in a specific department to verify their current assignment.

### Syncing ledger data
An accountant asks for the GL dimensions to ensure the agent is pulling the correct categories for the monthly sync.

## Benefits

- Stop hunting for receipts. View all stored images in one place without clicking through multiple folders or sub-menus.
- Faster invoice tracking. See what is pending and get a clear view of your accounts payable in a single list.
- Easier accounting syncs. Pull the right data for your general ledger without manual entry or complex mapping.
- Quick employee audits. See who belongs where in your company in seconds by pulling department and user lists.
- Better spend oversight. Get a summary of all reports and their current statuses to keep your team on track.
- Detailed line reviews. Look at specific items within a report for more granular auditing of every expense line.

## How It Works

The bottom line is you get a conversational way to handle your entire expense and invoice lifecycle.

1. Subscribe to the Certify MCP on Vinkius.
2. Add your x-api-key and x-api-secret from your Company-Level Administration.
3. Ask your AI client to pull reports or check invoices.

## Frequently Asked Questions

**Can Certify (Emburse) MCP help me audit receipts?**
Yes, it lets your agent pull and review receipts directly from your account. This means you can verify documents without having to navigate through folders in the Certify dashboard.

**Can I use Certify (Emburse) MCP for my accounts payable?**
Yes, it allows you to list all invoices and reports. You can quickly see what is outstanding or verify payment statuses via your AI client.

**Does Certify (Emburse) MCP work with my existing AI client?**
It works with any MCP-compatible client, including Claude, Cursor, and Windsurf. You just need to connect it through the Vinkius catalog.

**How do I get my API keys for Certify (Emburse) MCP?**
You can obtain your x-api-key and x-api-secret from your Company-Level Administration settings within the Certify platform.

**Can I see department lists with Certify (Emburse) MCP?**
Yes, it can list all company departments in real-time. This is helpful for HR admins who need to verify organizational structures quickly.

**Does Certify (Emburse) MCP help with GL syncing?**
Yes, it provides access to GL dimensions. This makes it much easier to ensure your accounting data is being categorized correctly during syncs.

**Can I see all expense reports waiting for approval?**
Yes! Use the `list_expense_reports` tool. The agent will return a list of reports along with their current status, allowing you to identify those pending action.

**How do I check the receipt for a specific expense?**
Use the `list_certify_receipts` tool. Your agent will fetch the available receipt data and images associated with your account's expenses.

**Where do I find my x-api-key and x-api-secret?**
These credentials must be generated by a Company-Level Administrator within the Certify application settings. Contact your finance or IT lead if you don't have access.