# Expensya MCP MCP > Expensya MCP lets you manage business spending and expense reports entirely through conversation. Scan receipts, log new expenses, check policy compliance, and generate financial exports without ever opening the web dashboard. It’s built for finance teams that need immediate control over company spending. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** receipt-scanning, reimbursement, policy-enforcement, automated-reporting, spending-control, business-expenses ## Description Stop wrestling with spreadsheets to track who spent what and when. This MCP connects your AI agent directly to your corporate spending data. You can ask it to list all expenses from a specific month, check which project funds are available, or even create an expense record right in the chat window after scanning a receipt. Your agent acts as a dedicated finance coordinator, pulling up everything from user directories and payment methods to full reports. When you're ready for accounting integration, you can programmatically trigger data exports formatted specifically for your bookkeeping tools. By connecting through Vinkius, you get access to this specialized financial layer alongside thousands of other business APIs. You take control of the money trail using nothing but plain conversation. ## Tools ### create_new_expense Registers a brand-new expense record using an amount, currency, and category. ### export_expense_data Creates and sends out a structured export of expenses in a specific format for accounting tools. ### get_authenticated_user_profile Retrieves the current user's profile information within the system. ### list_expense_categories Retrieves a current directory of allowed expense categories, like Meals or Travel. ### list_supported_currencies Provides a complete list of all currencies supported for international transactions. ### list_expenses Lists all business expenses, supporting filtering by date range, user, and status. ### list_payment_methods Lists which payment methods (like Company Card or Cash) are configured in the system. ### list_analytical_projects Shows a list of projects available for tracking spending allocations. ### list_expense_reports Lists existing expense report folders and their current status. ### list_expense_tags Retrieves a list of active tags that can be applied to expenses for grouping. ### list_expensya_users Retrieves a complete directory of users within the organization. ### list_mileage_vehicles Shows all vehicles currently set up for tracking mileage expenses. ## Prompt Examples **Prompt:** ``` List all my expenses from the last week. ``` **Response:** ``` I've retrieved 4 expenses from the last 7 days, including 'Dinner with Client' (€65.00) and 'Taxi to Airport' (€25.00). Would you like the full details for any of these? ``` **Prompt:** ``` Create a new expense: €12.50 for 'Office Supplies' with comment 'New notebook'. ``` **Response:** ``` Done! I've registered the €12.50 expense for 'Office Supplies'. It's now added to your dashboard for reconciliation. Shall I check your current total for this category? ``` **Prompt:** ``` Show me the status of my pending expense reports. ``` **Response:** ``` Checking reports... You have 2 reports currently 'Pending Approval'. One is from the 'Paris Business Trip' and the other is 'Monthly Expenses June'. I can provide the individual line items if needed. ``` ## Capabilities ### Log New Spending Records Create a new expense entry by providing an amount, currency, and category. ### Review Expense Reports View the status of submitted reports (like Draft or Pending Approval) for quick oversight. ### Audit Spending Details Retrieve a detailed list of all business expenses, filtering by date range, user, or status. ### Check Organizational Data Get directories for users, defined expense categories, and supported payment methods in the company. ### Export Financial Data Generate structured data exports of your expenses using predefined formats for accounting software. ## Use Cases ### The Business Traveler Needs to Log a Receipt A traveler just paid for dinner and needs to log it. Instead of taking photos, opening the web portal, and filling out forms, they simply tell their agent: 'Log a new expense: $75 USD for client dinner.' The agent uses `create_new_expense` immediately. ### The Accountant Needs to Run an Audit An accountant needs to audit mileage claims across the last quarter. They ask their agent to pull all records, and the system uses `list_expenses`, filtering by date and status, generating a clean dataset for review. ### The Finance Team Needs Policy Visibility A team lead needs to know if the company allows spending on a specific item. They ask their agent to check the categories using `list_expense_categories` and instantly verify policy adherence. ## Benefits - Avoid manual data entry. You can log a new spending record using `create_new_expense` just by talking to your agent, bypassing web forms completely. - Get immediate oversight on financial reports. Use `list_expense_reports` to check if submissions are Draft or Pending Approval without logging into the main dashboard. - Improve compliance and auditability. Check organizational details using `get_authenticated_user_profile` and see which payment methods are defined via `list_payment_methods` before submitting anything. - Streamline international finance. Use `list_supported_currencies` to confirm valid currencies, or check project funds with `list_analytical_projects` for accurate spending reports. - Build accounting workflows. Programmatically trigger data exports using `export_expense_data`, feeding clean records directly into your general ledger. ## How It Works The bottom line is you tell your AI agent what financial data you need; it handles the connections and returns the structured information. 1. Subscribe to this MCP and retrieve your Expensya Token. 2. Obtain your Ocp-Apim-Subscription-Key from the developer portal. 3. Start talking to your agent in Claude, Cursor, or any compatible client. ## Frequently Asked Questions **How does the create_new_expense tool work with receipts?** You simply tell your agent to 'Create a new expense: $25 for lunch.' Your agent handles the data structure, allowing you to log expenses even if you don't have the physical receipt handy yet. **Can list_expenses filter by project allocation?** Yes. You can use `list_expenses` and include filtering parameters for project allocations so your agent only returns records tied to specific budgets or departments. **What is the difference between listing reports and listing expenses?** `list_expense_reports` tells you about the folder's status (Draft, Pending). `list_expenses`, however, shows the individual line items contained within those folders. **Does export_expense_data work for every single expense type?** It exports data based on predefined Export IDs. This means you select a format designed to match your accounting tool's import requirements, ensuring compatibility. **When I run the `get_authenticated_user_profile` tool, does it show details for all users or just the person currently logged into the account?** It only returns the profile data for the user associated with the current API token. You'll need to use tools like `list_expensya_users` if you want to see a full directory of people in your organization. **If I run `list_expenses`, can it retrieve data for date ranges that are outside the standard fiscal year?** Yes, the tool accepts custom date filters. You can specify any start and end dates to pull records, even if they fall across different fiscal periods or years. **Does `list_mileage_vehicles` allow me to see which projects specific vehicles were used for?** The tool lists the registered vehicle IDs. While it doesn't directly map a project code, you can combine its output with other tools like listing reports to manually assign project context. **How does `create_new_expense` handle expenses that fall into multiple categories?** You must specify one primary category when creating an expense record. If the item relates to several cost centers, you'll need to create separate entries for each type of spending. **How do I find my Expensya Token?** Log in to Expensya as an admin, navigate to **Administration** > **Integrations** > **API Keys**, and generate your unique token. **What is the Ocp-Apim-Subscription-Key?** This is an additional security key obtained by registering on the [**Expensya Developer Portal**](https://developer.expensya.com/) and subscribing to an API product. **Can I automate exports through the agent?** Yes! Use the `export_expense_data` tool and provide a valid `exportId`. The agent will trigger the export process in the background.