🚀 Chapter 1

Taking the Spendesk MCP product tour with Claude

Just connected the Spendesk MCP and not sure what to ask yet? There's a skill that takes the tour for you, on your real data, in under two minutes.

CFOControllerAP ManagerFinance AnalystProcurement3 min read
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The right move before installing any specific skill

The other chapters of this guide assume you already know what to ask Claude. But the very first time you connect a new tool, the real question is often simpler: "I don't know what I can do with this yet — show me."

That's exactly what the MCP Product Tour skill does: a conversational, guided tour adapted to your role, with real calls on your own Spendesk data — not a generic demo.

How to trigger it

This skill downloads and installs like any other (see Getting started: install a skill), then triggers in plain language — no command to remember:

Prompt to copy
I just connected the Spendesk MCP to Claude, show me what you can do. I'm a [your role: CFO / Controller / AP Manager / Finance Analyst / Procurement].

If you don't specify your role, Claude will ask before starting.

What happens next

Claude will: run 2-3 real calls tailored to your role, explain what they reveal in plain language, honestly flag one current MCP limitation relevant to you, then recommend 2-3 skills to install next.

Claude Code — MCP Spendesk
Vous
I just connected the Spendesk MCP, give me a guided tour for a Controller
get_payablesget_chart_of_accounts
C

Happy to. Let me check your invoices pending export and your chart of accounts.

What I found in your account:

12 invoices are currently ready to export to your ERP (`bookkeepingStatus = toExport`)
They're mapped across 4 distinct expense accounts (software, services, overhead, fixed assets)
No invoice is missing a GL account

Worth knowing: I don't have a detailed per-invoice audit trail yet (who approved it, when) — useful if you're preparing a legal audit.

To go further, I can install one of these skills right now:

Distinguish active cost centers from archived ones
Calculate your real spend excluding credit notes
List invoices ready to export, in a single call

Which one interests you, or would you rather see the tour from another persona's perspective?

For every role: this tour isn't a scripted demo — the numbers Claude shows you are your own. If a result looks off, that's exactly the moment to dig in.

What's next?

Once the tour is done, two natural paths open up: install one of the recommended skills right away, or keep exploring with the next chapter to learn how to install any other skill from the library.

Related skills