• LISTING
  • CREATION
  • INQUIRY
  • HUMAN

How to track and submit employee expenses with your AI

Connect Oyster to your agent to manage expense workflows without leaving your chat window.

Ask AI about this page

Short answer

How can I track and submit expenses using my AI?

You can ask your agent to pull a list of your current pending expenses or draft a new request immediately. This lets you handle the paperwork through conversation instead of logging into a separate dashboard.

Expense outcomes

Where your data goes

The agent handles the heavy lifting in Oyster.

LISTING

View pending items

Your agent pulls a list of all outstanding expenses. You get a clear view of what's waiting for approval.

CREATION

Submit new requests

The AI creates a new expense entry based on your chat details. It handles the data entry for you.

INQUIRY

Check specific details

You can ask about a single transaction to see its status or amount. This provides instant clarity on specific costs.

HUMAN

Final approval

The AI handles the data, but you or your manager still control the actual approval process in Oyster.

The workflow

What your AI does when you ask for expense help.

The agent acts as the interface between your chat and the Oyster platform.

  1. Fetch pending lists

    The agent scans your account to find all unpaid or pending expense items.

    list_expenses

  2. Submit new entries

    When you provide details like amount and reason, the agent sends the request to Oyster.

    create_expense

  3. Retrieve specific data

    If you need to know the status of a specific receipt, the agent looks up that exact record.

    get_expense

  4. Verify details

    The agent checks the submitted data against your request to ensure everything matches before finishing.

    get_expense

Try it

Copy these to start.

Use these prompts to trigger the Oyster tools.

Starting points

These are basic commands. Swap out the specific amounts or categories to match your actual receipts.

Oyster Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_hnlUPaeyiMjOjDcKUeoQsJOYv4JsTtRA9Uuubg3s/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Oyster capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "oyster-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hnlUPaeyiMjOjDcKUeoQsJOYv4JsTtRA9Uuubg3s/mcp"
    }
  }
}
Copy into chat04

  • List all my pending expenses in Oyster.

  • Create a new expense for a $45 lunch at Blue Cafe.

  • Get the details for my last expense request.

  • Show me my recent expenses from the last week.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Oyster once, then ask.

Click the link to link your account. Your login stays encrypted on our side, and you can start chatting immediately.

Connect Oyster to your AI

FAQ

How the expense task behaves

  • 01

    Can the AI approve my expenses?

    No. The AI can only list, get, or create expense requests. Approvals must be handled by a human in Oyster.

  • 02

    Can I delete an expense through the chat?

    No. There is no tool available to delete or remove expense records.

  • 03

    Do I need to upload receipts manually?

    The AI creates the expense record, but you should ensure the necessary receipt data is provided in your prompt.

  • 04

    Can the AI see all my company's expenses?

    The AI only sees the expenses you have permission to access within your Oyster account.

  • 05

    Will it automatically submit everything I mention?

    The AI only creates an expense when you explicitly ask it to create one.

  • More questions about Oyster? See everything the Oyster Connector can do

Connect Oyster to Claude, Cursor, ChatGPT & more