# Spendesk MCP

> Spendesk brings your corporate finance data directly into your AI agent. Stop switching tabs between dashboards, spreadsheets, and accounting portals. You can now use natural language prompts to check real-time spending, audit incoming invoices, track team budgets against limits, and review payment histories without logging into the Spendesk web app.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** corporate-cards, invoice-processing, budget-tracking, cash-flow, reimbursements, financial-ops

## Description

Spendesk lets you handle complex financial questions using plain conversation. Instead of manually digging through multiple tabs—one for payments, one for expenses, another for vendor details—your AI agent accesses the entire corporate data set in real time. This means you can ask your agent to compare a team's spending against their allotted budget while simultaneously verifying if the associated supplier has paid invoices pending.

It cuts out all the friction of financial reconciliation. You simply prompt it, and your agent handles the cross-referencing across payment records, expense claims, and budgets. If you’re already using Vinkius as your central catalog for connecting services like this, you can build powerful, multi-step workflows that previously required dedicated reporting software or hours of manual spreadsheet work.

## Tools

### get_payment_details
Retrieves detailed information about one specific payment using its ID.

### get_supplier_details
Pulls full records and history for a specific registered vendor.

### list_budgets
Provides an overview of all defined budgets, including current spending status.

### list_cards
Lists every virtual and physical corporate card that has been issued.

### list_expense_claims
Generates a list of all pending employee reimbursement requests.

### list_invoices
Shows a comprehensive list of invoices, whether they are currently pending or already processed.

### list_members
Retrieves the full directory of all team members who have access to Spendesk.

### list_payments
Gathers a summary list of all payments that have occurred in the account.

### list_suppliers
Shows a complete roster of every supplier registered within the system.

## Prompt Examples

**Prompt:** 
```
Review Spendesk and show me all recent payments hitting our account.
```

**Response:** 
```
Pulling via `list_payments` request...

**Recent Transaction Flow**:
1. 💳 **Payment #p_xyz9000** - Vendor: AWS Cloud Services - Amount: $421.50 (Completed)
2. 💸 **Payment #p_klm1458** - Vendor: GitHub Inc - Amount: $20.00 (Processing)
3. 💳 **Payment #p_rst1098** - Vendor: Delta Airlines - Amount: $310.00 (Pending Approval)

Type the ID to fetch extended metadata explicitly via `get_payment_details` if you want.
```

**Prompt:** 
```
Bring a quick summary containing our currently monitored budgets to check for remaining allocated thresholds.
```

**Response:** 
```
Executing an integration pull triggering `list_budgets` against the current instance.

**Budget Dashboard Overview**:
- 🎯 `Q3 Core Operating Budget` (ID: 1x0a)
  - **Total Configured Amount**: €80,000 
  - **Status Remaining**: Active (Pending Spend: €12,410 remaining)

- 🎯 `Q3 Executive Marketing Pool` (ID: 2y0b)
  - **Total Configured Amount**: €150,000 
  - **Status Remaining**: Warning (Nearly Exhausted: €890 remaining)

I can list cards linked under these frameworks natively if required.
```

**Prompt:** 
```
Let's check our member list in Spendesk to see who holds what permission roles currently.
```

**Response:** 
```
Running the team hierarchy via mapping `list_members`. Here's your staff matrix:

- **Alice Jenkins** (a.jenkins@com.co)
  - *Role Profile*: Administrator / Owner

- **Bob S.** (bob.s@com.co)
  - *Role Profile*: Team Member (Standard)

- **Charlie Dao** (c.dao@com.co)
  - *Role Profile*: Accounting Approver / Admin

There are 12 additional standard users onboard, let me know if you need specific names verified.
```

## Capabilities

### Check Budget Status
Review all defined budgets and see how much has been spent against the allocated limits.

### Audit Transactions
List recent payments, or pull deep metadata on a specific transaction ID to understand its full history.

### Manage Expenses and Invoices
Get lists of all pending vendor bills, process current invoices, or review employee reimbursement requests.

### Verify Vendors and Cards
Retrieve details on registered suppliers or check the spending cap remaining on any corporate card.

### Review Team Structure
Pull a list of all team members linked to Spendesk for role verification.

## Use Cases

### Quarterly Budget Check
The Operations Manager needs to know if the Q3 Marketing budget is running low. They prompt their agent: 'Show me our active budgets and remaining spend.' The agent executes `list_budgets`, providing a clear status report on remaining funds.

### Reconciling Vendor Payments
A Founder needs to confirm if the last five payments were processed correctly. They ask their agent to list recent transactions, and it calls `list_payments` followed by `get_payment_details` for a specific ID.

### Onboarding New Team Members
The Admin needs to verify the access levels of all users. They prompt the agent to list members, and it calls `list_members`, providing the full staff matrix instantly.

### Pre-Purchase Card Check
A manager is about to approve a $10,000 purchase but needs to verify if the assigned corporate card has enough capacity. They prompt for a card status check, and the agent calls `list_cards`.

## Benefits

- Eliminate constant tab switching. Instead of jumping between dashboard tabs to check finances, your agent reads all payment status updates directly from Spendesk.
- Stop guessing on spending limits. By using the `list_budgets` tool, you get a real-time overview of allocated funds and how much is left for specific departments or quarters.
- Audit invoices instantly. You can list pending vendor bills via `list_invoices` and check employee reimbursement claims using `list_expense_claims`, all in one chat window.
- Know who's spending what. The agent lets you review team members using `list_members` and immediately see if any specific virtual card has enough cap for a high-value purchase.
- Deep dive into transactions. If a payment looks suspicious, calling `get_payment_details` pulls every single piece of metadata associated with that transaction.

## How It Works

The bottom line is that your AI agent acts as a universal finance dashboard, pulling live data from Spendesk whenever you need it.

1. You subscribe to this MCP and provide your official Spendesk Access Token to your AI client.
2. Your agent uses conversational prompts to formulate the necessary data queries (e.g., 'Show me Q3 marketing budgets').
3. The MCP executes the required tool calls, retrieves the raw financial data, and presents a clear summary back to you.

## Frequently Asked Questions

**How does Spendesk MCP handle payment details?**
You use the `get_payment_details` tool to retrieve full metadata on a specific transaction. This goes beyond just the amount, providing deep historical context for auditing.

**Can I check my budget using Spendesk MCP?**
Yes. The agent executes `list_budgets`, giving you an immediate summary of all defined budgets and showing exactly how much is left to spend in each category.

**Is Spendesk MCP better than a spreadsheet for finance? **
It's not a replacement, but it's faster. While spreadsheets are great for final modeling, this MCP provides live data retrieval and cross-referencing across multiple financial tools in seconds.

**What if I need to see all pending vendor bills?**
You simply ask the agent to list invoices. It uses `list_invoices` to show you every billing item that is either waiting or has already been processed for your records.

**How do I find out who works at my company?**
The agent can run the team roster using `list_members`. This provides a quick, up-to-date list of all users with Spendesk access and their roles.