# SAP Concur MCP

> SAP Concur connects your AI agent directly to enterprise expense management and travel data. It lets you pull detailed spending reports, check approval statuses, and retrieve employee profiles without logging into the Concur dashboard.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** corporate-expenses, invoice-automation, travel-booking, receipt-tracking, cost-center

## Description

Your AI client can handle corporate finance tasks using the SAP Concur MCP. Forget jumping between tabs or manually pulling CSVs. You tell your agent what you need—whether it's a summary of recent spending or an employee’s cost center ID—and it pulls the raw data directly from Concur.

This is how your AI client works: through Vinkius, connecting to this MCP gives your agent instant access to expense details and user records. You can check which expense reports are waiting for approval, list every item you spent money on, or verify if a traveler followed the company’s policy. It's about getting accurate, real-time financial data into conversation, letting you spend time analyzing numbers instead of hunting them down.

## Tools

### get_expense
Retrieves detailed information for one specific expense item.

### list_pending_expenses
Lists all expenses that are recorded but haven't been assigned to a report yet.

### get_expense_report
Pulls detailed information for an entire expense report submission.

### get_report_summaries
Calculates simple financial totals across a specified set of recent reports.

### get_user_profile
Retrieves the profile details for the currently authenticated Concur user.

### list_attendees
Gathers a list of people associated with an expense, useful for business meals.

### list_expense_types
Shows the complete set of valid spending categories configured in your organization.

### list_expenses
Retrieves a full list of all expenses associated with your account history.

### list_expense_reports
Gets a comprehensive listing of all your submitted expense reports.

## Prompt Examples

**Prompt:** 
```
Show me my last 10 expenses in Concur.
```

**Response:** 
```
Here are your 10 most recent expenses:
1. Uber ride — $24.50 (Jan 22)
2. Hotel — $189.00 (Jan 20)
3. Lunch meeting — $47.80 (Jan 18)
Would you like the full report for any of these?
```

**Prompt:** 
```
Get the status of expense report 'rep-8842'.
```

**Response:** 
```
Report 'rep-8842' is **Pending Approval**. Submitted by John Smith on Jan 20 with 5 entries totaling $412.30. Approver: Sarah Wilson.
```

**Prompt:** 
```
Retrieve the profile for employee 'E-4545'.
```

**Response:** 
```
Employee Profile:
- Name: Michael Davis
- ID: E-4545
- Department: Sales
- Cost Center: NA-West (CC-102)
- Manager ID: E-3300
```

## Capabilities

### Check spending totals and summaries
Calculate basic cost totals across a list of recent expense reports.

### List all current expenses
Retrieve a comprehensive list of your recorded expenses within Concur.

### View specific expense details
Get detailed information, including categories and receipts, for one single expense item.

### Track report approval status
Determine the current approval stage of any submitted expense report.

### Find employee profile data
Retrieve core details for a user, like their cost center and department.

## Use Cases

### A manager needs to audit a trip before approval
The manager asks their agent: 'Show me John Smith's last two reports and list everyone who attended the meals.' The agent uses `list_expense_reports` and then runs `list_attendees` on those specific records, providing instant compliance data.

### An employee needs to confirm their department code
Instead of finding the internal directory, the employee asks: 'What is my cost center ID?' The agent uses `get_user_profile` and instantly reports back the exact necessary financial metadata.

### A finance team needs a quick spending overview
The team lead prompts the agent to summarize all reports submitted last month. The agent runs `get_report_summaries`, providing immediate total cost breakdowns without needing spreadsheet access.

### A travel manager handles an exception claim
The manager asks for details on a specific expense item. The agent uses `get_expense` to pull the full record, including categories and receipt metadata, allowing the manager to quickly approve or reject the claim.

## Benefits

- Stop manually checking report statuses. Your agent can confirm if a report is 'Pending Approval' or 'Needs Revision' using the `get_expense_report` tool, all without opening the dashboard.
- Quickly verify travel policy compliance. By retrieving employee profile data via `get_user_profile`, you can instantly cross-reference cost centers and departments against spending rules.
- Consolidate expense data on demand. Instead of listing every single item manually, use `list_expenses` to pull a raw list of all your recorded expenditures in one prompt.
- Streamline reporting totals. The `get_report_summaries` tool calculates the necessary basic financial figures across multiple reports, giving you immediate spending visibility.
- Improve communication for complex claims. If you need to know who was at a dinner or business meeting, the agent uses `list_attendees` to pull all names associated with that expense.

## How It Works

The bottom line is that once you connect your credentials, your AI client handles all the API calls behind the scenes so you just talk to it.

1. Add the SAP Concur integration to your Vinkius account.
2. Register an application in the SAP Concur Developer Portal to provide the necessary client credentials (Client ID, Client Secret, and Refresh Token).
3. Use natural language commands with your AI agent; it will query expense data or user profiles using the appropriate tools.

## Frequently Asked Questions

**How do I use the SAP Concur MCP for expense totals?**
You call `get_report_summaries` and ask the agent to calculate basic totals across a defined list of reports. You just need to specify which reports you want summarized.

**Can I use SAP Concur MCP to find out who was at a meeting?**
Yes, if the expense is for a business meal, you can ask the agent to run `list_attendees` on that specific expense record to get a list of names.

**What is the difference between `list_expenses` and `get_expense_report`?**
`list_expenses` gives you every single item you ever spent money on. `get_expense_report` pulls all the aggregated data for a full, submitted report.

**Does SAP Concur MCP know my cost center ID?**
Yes, the agent can use `get_user_profile` to retrieve your current profile details, including your assigned cost center and department.