• TOTALS
  • LISTS
  • ANALYSIS
  • HUMAN

How to summarize recent spending with your AI

Connect SAP Concur to your AI client once. After that, you can ask for totals, trends, or specific breakdowns of your recent expenses without opening a browser.

Ask AI about this page

Short answer

How can I get a summary of my recent expenses?

Your AI pulls your latest filings from SAP Concur and calculates the totals for you. You'll get a clear breakdown of what you've spent recently.

The outcomes.

Where your data lands.

The AI processes your filings and delivers these specific results.

TOTALS

Instant spending sums

The AI aggregates costs from your recent reports. You get a single number representing your recent outflow.

LISTS

Recent report history

Your agent pulls a list of your latest filings. This gives you a quick view of what's currently active or recently submitted.

ANALYSIS

Spending patterns

The AI looks at the data across multiple reports to find trends. You'll see where your money is going most often.

HUMAN

Manual adjustments

The AI cannot edit your filings. You still need to log in to SAP Concur to change amounts or fix errors.

The workflow

What your AI does when the request arrives.

The AI uses specific tools to pull your data and do the math.

  1. Fetch filings

    The AI starts by looking up your recent activity in SAP Concur.

    list_expense_reports

  2. Pull report details

    It grabs the specific data and line items from the reports it found.

    get_report_summaries

  3. Calculate totals

    The AI sums up the values from those summaries to give you the final number.

    get_report_summaries

  4. Present findings

    The agent delivers a plain text summary of your spending directly in your chat window.

    get_report_summaries

Try it

Copy these to start.

Use these prompts once you've connected SAP Concur.

Starting points

Swap out the bracketed text for your specific needs, like a date range or a specific category.

SAP Concur Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_0qCZpkH4BBmIENj9R8wvC0vuyhCpiNrbDWmclTqS/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 — SAP Concur capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sap-concur-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_0qCZpkH4BBmIENj9R8wvC0vuyhCpiNrbDWmclTqS/mcp"
    }
  }
}
Copy into chat04

  • How much have I spent in total across my last five expense reports?

  • Summarize my spending for the month of October.

  • List my most recent expense reports and tell me the total amount for each.

  • What was my largest single expense in my recent filings?

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

Start here

Connect SAP Concur once, then ask.

Follow the link to authorize the connection. Your login stays encrypted, and you can immediately start asking questions in your preferred AI client.

Connect SAP Concur to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my expense amounts?

    No. The AI can only read your report data. You must log in to SAP Concur to edit any filings.

  • 02

    Can the AI delete my expense reports?

    No. This MCP only has permission to read and summarize your data.

  • 03

    Does the AI see all my company's expenses?

    No. The AI only sees the reports that your specific user account has access to.

  • 04

    How recent is the data the AI sees?

    The AI sees whatever is currently visible in your SAP Concur account through the provided tools.

  • 05

    Can I ask for a summary of a specific report?

    Yes. If you know the report name or ID, you can ask the AI to summarize that specific filing.

  • More questions about SAP Concur? The Connector page answers them. See everything the SAP Concur Connector can do

Connect SAP Concur to Claude, Cursor, ChatGPT & more