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.

Certify (Emburse) MCP Server for LlamaIndex 8 tools — connect in under 2 minutes

Name: Certify (Emburse)
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 8 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Certify (Emburse) as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Certify (Emburse). "
            "You have 8 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Certify (Emburse)?"
    )
    print(response)

asyncio.run(main())

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About Certify (Emburse) MCP Server

Connect your Certify (Emburse Professional) account to any AI agent and orchestrate your travel and expense management through natural conversation. Streamline spend controls and financial auditing.

LlamaIndex agents combine Certify (Emburse) tool responses with indexed documents for comprehensive, grounded answers. Connect 8 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Expense Oversight — List and retrieve individual expense lines and reports natively
Invoice Management — Monitor accounts payable invoices and invoice reports flawlessly
Receipt Auditing — Retrieve and review receipts stored in the system securely
User Administration — List employee records and organizational departments in real-time
General Ledger Sync — Access GL dimensions and dimensions for accounting synchronization flawlessly
Financial Reporting — Get a comprehensive view of employee spend and report statuses directly within your workspace

The Certify (Emburse) MCP Server exposes 8 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Certify (Emburse) to LlamaIndex via MCP

Follow these steps to integrate the Certify (Emburse) MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 8 tools from Certify (Emburse)

Why Use LlamaIndex with the Certify (Emburse) MCP Server

LlamaIndex provides unique advantages when paired with Certify (Emburse) through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Certify (Emburse) tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Certify (Emburse) tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Certify (Emburse), a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Certify (Emburse) tools were called, what data was returned, and how it influenced the final answer

Certify (Emburse) + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Certify (Emburse) MCP Server delivers measurable value.

Hybrid search: combine Certify (Emburse) real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Certify (Emburse) to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Certify (Emburse) for fresh data

Analytical workflows: chain Certify (Emburse) queries with LlamaIndex's data connectors to build multi-source analytical reports

Certify (Emburse) MCP Tools for LlamaIndex (8)

These 8 tools become available when you connect Certify (Emburse) to LlamaIndex via MCP:

get_gl_dimensions

Retrieve General Ledger dimensions and lists

list_certify_departments

List company departments

list_certify_expenses

List individual expense lines

list_certify_invoices

List accounts payable invoices

list_certify_receipts

Retrieve receipts stored in the system

list_certify_users

List employee users in the system

list_expense_reports

List expense reports

list_invoice_reports

List reports containing multiple invoices

Example Prompts for Certify (Emburse) in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Certify (Emburse) immediately.

"Show me my recent expense reports in Certify."

"List all employees in the 'Marketing' department."

"What are the latest invoices waiting to be paid?"

Troubleshooting Certify (Emburse) MCP Server with LlamaIndex

Common issues when connecting Certify (Emburse) to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Certify (Emburse) + LlamaIndex FAQ

Common questions about integrating Certify (Emburse) MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Certify (Emburse) tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.