# Certify (Emburse) MCP for AI Agents MCP > Certify (Emburse) MCP manages your business spending and accounts payable directly from any AI agent. It lets you list expense reports, review receipts, audit invoices, and check employee records without opening a dashboard. Just ask your agent for the financial data you need. ## Overview - **Category:** finance-accounting - **Price:** Free - **Tags:** expense-reporting, travel-expenses, accounts-payable, receipt-tracking, financial-auditing, spend-control ## Description Forget digging through multiple tabs and dashboards just to figure out who spent what or if an invoice was paid. This MCP connects your Certify (Emburse Professional) account to any AI agent, turning complex spend controls and financial auditing into a simple conversation. You can ask your agent to pull specific reports, review individual receipts, or check the status of accounts payable invoices—all without knowing API jargon. The whole process is handled naturally through chat. If you're already using Vinkius as your central catalog for connecting AI clients, this MCP lets you integrate core financial visibility into that existing flow. It turns tedious manual data gathering into a quick query, letting Finance Managers and Accounts Payable Teams get accurate spending details instantly. ## Tools ### get_gl_dimensions Fetches lists of General Ledger dimensions used for detailed accounting synchronization. ### list_certify_receipts Pulls up copies and details of receipts stored within the system records. ### list_certify_departments Provides an up-to-date list of organizational departments in use by the company. ### list_certify_expenses Lists every individual line item and detail that constitutes an employee's spend. ### list_invoice_reports Lists reports that group together multiple related invoices for easy viewing. ### list_certify_invoices Retrieves a list of accounts payable invoices needing review or payment. ### list_expense_reports Retrieves a summary list of all submitted expense reports. ### list_certify_users Retrieves a list of all active employees and users within the system. ## Prompt Examples **Prompt:** ``` Show me all employee expense reports from last month. ``` **Response:** ``` **Expense Report Summary (May 2024):** * ✅ **John Doe:** Total $1,850. Status: Approved. * ⚠️ **Sarah Lee:** Total $320. Status: Pending receipt upload. * ❌ **Mike Chen:** Total $75. Status: Rejected (Missing department code). I found 3 reports for May. Two are approved and one needs follow-up. ``` **Prompt:** ``` What are the top three departments spending the most? ``` **Response:** ``` **Top Spending Departments (Q2):** 1. 📊 **Sales:** $45,000 (Driven by travel and client meals). 2. 🏛️ **Marketing:** $31,000 (Mostly digital advertising costs). 3. 💻 **IT Services:** $19,500 (Server fees and software subscriptions). These figures are based on current General Ledger dimensions. ``` **Prompt:** ``` List the users and check their department. ``` **Response:** ``` **User Directory Snapshot:** * **Jane Smith:** Dept. Marketing (ID 301) * **Michael Scott:** Dept. Sales (ID 205) * **Dwight Schrute:** Dept. Operations (ID 400) I found 3 users and their current departments. Let me know if you need a list of all department IDs too. ``` ## Capabilities ### Audit Expenses and Reports List detailed expense reports or retrieve individual lines of spend for auditing. ### Manage Invoices and Payments See status updates, list accounts payable invoices, and monitor reports containing multiple bills. ### Review Receipts and Data Retrieve stored receipts or access General Ledger dimensions for accounting synchronization checks. ### Check Employee & Department Info Get real-time lists of employee users or organizational departments within the system. ## Use Cases ### Auditing Travel Spend After Year End The Finance Manager needs to verify spending for Q4. They prompt their agent: 'Show me all travel expenses over $500 last quarter.' The MCP uses list_expense_reports and list_certify_expenses to deliver a summarized, auditable list immediately. ### Checking Invoice Status Before Payment Run The Accounts Payable Specialist needs to know which vendors are owed money. They ask the agent for 'pending invoices.' The MCP uses list_certify_invoices to provide a total count and dollar amount of what's due. ### Onboarding New Department Staff The HR Administrator needs employee counts for two new departments. They ask the agent to 'list all users in Accounting and Marketing.' The MCP uses list_certify_users and list_certify_departments, giving instant organizational visibility. ### Cross-Checking Spending Data The Travel Coordinator needs to ensure a report matches the general ledger. They ask the agent to 'sync department codes for this month.' The MCP uses get_gl_dimensions to verify that all necessary accounting keys are available. ## Benefits - Instead of manually opening reports to check status, you can simply ask your agent about specific expense reports using list_expense_reports. - You instantly audit employee spend by asking for individual lines through list_certify_expenses, cutting down on spreadsheet time. - The system lets you review receipts and track data history with list_certify_receipts, ensuring nothing gets lost in the paper trail. - Keep your books balanced because you can sync accounting dimensions using get_gl_dimensions without leaving your chat window. - You save time by listing all accounts payable invoices via list_certify_invoices, getting a clear picture of what's due. ## How It Works The bottom line is that you talk to your agent like talking to an employee who already has access to all your finance records. 1. Subscribe to this MCP and provide your Certify x-api-key and x-api-secret, which you get from Company-Level Administration. 2. Connect it to your preferred AI client (Claude, Cursor, etc.). 3. Ask your agent a question in natural language; the MCP handles pulling and summarizing the financial data for you. ## Frequently Asked Questions **How do I check invoice status using the Certify (Emburse) MCP?** You simply ask your agent for pending invoices. The MCP uses list_certify_invoices to pull a summary of what's due, including vendor names and total amounts, so you don't have to navigate the full accounting dashboard. **Can the Certify (Emburse) MCP help with expense reports?** Absolutely. You can ask for specific report summaries or list individual expense lines. This saves huge amounts of time compared to digging through multiple tabs and exporting data manually. **What kind of employee records can I access with the Certify (Emburse) MCP?** You can get a full, real-time list of all company users and departments. This is useful for HR admins who need to verify organizational structure quickly without opening internal directories. **Does the Certify (Emburse) MCP handle receipts?** Yes, it retrieves stored receipts directly using a simple prompt. You can ask for all receipts associated with a specific project or employee name, making auditing much easier. **Is the Certify (Emburse) MCP good for general accounting sync?** It's excellent for syncing data. You can retrieve General Ledger dimensions and list expense lines to ensure that your internal reporting matches required accounting structures before closing books. **What if I need reports from multiple sources in Certify (Emburse)?** You just ask for it. Your agent can combine data points, pulling information from expense reports, invoices, and receipts all into one cohesive answer, saving you dozens of clicks.