Spendesk MCP Skills

Probes all available MCP tools, re-evaluates coverage of 50 persona use cases, detects new fields or tools, and regenerates the gap analysis report.

Turns a precise business need into a brand-new tailored Claude skill, ready to use on the Spendesk MCP.

A guided, conversational tour of the Spendesk MCP with real calls on the user's own data, adapted to their persona.

Breaks spend down by category (software, travel, marketing…) with the monthly trend and the uncategorised share.

Tracks the company's monthly spending evolution sorted chronologically. Particularly useful for budget performance reviews and trend detection.

Identifies invoices overdue by more than 60 days for targeted suppliers via spendesk_get_due_invoices and the supplierIds filter. Prioritizes critical follow-ups.

Checks what is blocking the month's close: expenses to prepare, expenses not exported, missing receipts, settlements not exported and overdue invoices.

Maps recurring SaaS spend, flags potentially duplicate suppliers, and isolates AI tool spend to detect shadow IT.

Displays overdue supplier invoices grouped by aging buckets. Handles multi-currency and provides a clear view of outstanding liabilities for management.

Aggregates wallet balances across all group entities into a consolidated view. Uses list_companies then get_wallet_summary for each entity.

Ranks suppliers by spending amount and compares them to the prior period. Uses supplier IDs to ensure consistency across both periods.

Identifies cleared settlements not yet exported to the ERP via the state=created filter. Necessary for tracking treasury movements pending accounting entry.

Audits supplier records: missing bank details, address and legal identifiers, and bank details changed recently.

Builds a complete dossier on a target supplier before renegotiation: purchase volume, trends, payment terms practiced, and commercial leverage.

Cash flow reporting based on the actual settlement date (settlements) rather than the invoice date (payables) — the real moment money moves.

Lists supplier invoices waiting for approval, with the expected approver and how long they have waited.

Breaks spend down along one custom analytical field (project, region…), month by month, without mixing fields together.

Assembles the CFO's monthly summary in four blocks: cash position, committed spend, cash out, overdue invoices.

Creates, edits and archives chart-of-accounts accounts from the conversation, checking for duplicates first, archive included.

Lists and analyzes all company SaaS subscriptions via the payableType=subscription filter. Identifies active subscriptions, their total cost, and recurrence.

Generates a prioritized payment queue with 3 urgency levels to help the AP Manager efficiently manage daily payments.

Analyzes monthly spend evolution by cost center over 6 months and detects centers whose spending deviates from their normal pattern.

Sizes software and subscription spend, spots tools whose cost is rising and those that appeared recently.

Creates, cancels and closes purchase orders from the conversation, with pre-checks and a confirmation before each action.

Guides the use of multi-entity tools with the Spendesk org-level token. Explains entity context management for multi-company groups.

Analyzes spend concentration by supplier to identify excessive dependencies and supply disruption risk.

Spots card requests that have waited too long for approval, and which approver is holding them.

Tracks supplier documents received in the invoice inbox: waiting, assigned, processed.

Generates the month's accounting journals as a preview, checks what is left out, then commits the export only on request.

Consolidates the cash position of each group entity from Spendesk and produces a multi-entity cash dashboard.

Compares teams on spend per person, from headcount you supply or from the number of people who spent.

Identifies open purchase orders with no recent activity to release fictitious budget commitments and follow up with late suppliers.

Finds a supplier invoice and says where it stands: approval, payment and accounting export, with the expected approver.

Applies Pareto analysis to supplier spend to identify tail spend (many small suppliers, little volume) and consolidation opportunities.

Checks that expenses to export carry their expense, VAT and supplier accounts, and that none sits on an archived account.

Extrapolates YTD actual spend to project the full-year total and estimate the likely budget gap by cost center.

Finds invoices with no purchase order and purchase orders waiting for an invoice, from the real link between the two.

Analyses card request volume and average amount by type (single purchase, subscription, multi-use), before spend is committed.

Projects supplier cash-out at 30, 60 and 90 days from invoices to pay, and compares it with the cash available on the wallet.

Measures how many days supplier invoices actually take to be paid, and whether they are paid before or after their due date.

Identifies spend made with non-approved suppliers, measures procurement policy compliance rate, and locates at-risk teams.

Lists declined card payments with the exact decline reason and the remediation to apply.

Detects invoice duplicates by identifying payables from the same supplier with identical or very close amounts over a short period.

Traces a card's full block/unblock history, beyond its current status.

Tracks a physical card order's delivery status: shipping, tracking, delay.

Lists expenses dated in the period and not yet exported to accounting, as the basis for accrual entries.

Explains how to use get_requests for card requests and why expense reimbursements don't appear there. Avoids a frequent source of confusion between two distinct workflows.

Distinguishes active cost centers from archived ones with correct use of get_cost_centers. Avoids the counter-intuitive isArchived vs isActive naming convention pitfall.

Calculates gross spending by payment type, explicitly excluding credit notes and reimbursements. Provides a clean view of actual company cash outflows.

Lists invoices and expenses ready to export to the accounting system. Uses the bookingStatusToExport filter to target only actionable items.

Filters payables by their Spendesk entry date, distinct from the invoice date. Useful for accounting close on a specific period.

Gets the complete detail of a specific invoice by ID via get_payable_by_id. Includes accounting codes, resolved supplier, and analytical fields.

Lists expense categories and the cost centers each is restricted to; a category with no restriction applies to all.

Lists custom analytical fields and their possible values via get_analytical_fields. Enables using the analytical dimensions specific to each client.

Retrieves the company's GL chart of accounts configured in Spendesk. Necessary to understand the accounting codes used in ERP exports.

Analyzes spending over periods exceeding 1 year by working around the 366-day API limit. Automatically aggregates results from multiple successive calls.

Retrieves payables exported to the ERP since a given date via the firstExportedAt filter. Enables reconciliation of flows between Spendesk and the accounting system.

Downloads invoice attachments via 1-hour pre-signed S3 URLs. Useful for documentary audits or compliance verifications.

Filters suppliers recently created or updated in Spendesk via createdAfter/updatedAfter. Useful for new supplier validation workflows and change tracking.

Filters card requests by currency using the correct requestedCurrency parameter. Includes an explicit warning about the distinction from the 'currency' parameter which returns incomplete results.

Lists active or archived users with their Spendesk roles and teams. Accounts for result limitations in large companies via pagination.

Analyzes spending by cost center with per-employee detail. Automatically resolves cost center names from their IDs for a readable report.

Filters card transactions above a defined threshold to identify exceptional spending. Useful for internal control reviews and overspend alerts.

Lists active suppliers with their complete banking details (IBAN, BIC, country). Essential for payment verifications and banking data audits.

Calculates the true supplier AP outstanding balance accounting for partial payments. Provides an accurate snapshot of accounts payable at any given date.

Finds invoices from a supplier by name, first resolving the supplier ID via get_suppliers. Works around the absence of a direct text filter in get_payables.

Distinguishes cleared treasury movements (settlements) from the GL accounting export workflow. Avoids confusion between these two processes with different logics and APIs.

Lists suppliers with no IBAN returned, paging through the whole supplier base. An empty IBAN does not prove there are no bank details: non-IBAN accounts are never returned.

Analyses open purchase orders and their billing progress. Budget overruns cannot be detected: the originally approved amount is not exposed.

Lists active cards with their available balance and their owner's name, for close tracking of cards and allocated budgets.

Filters payables by accounting date for monthly or quarterly close. Essential for ensuring the completeness of the accounting scope for the period.

Lists virtual subscription-type cards and identifies the associated supplier for each. Complements SaaS subscription analysis for card-based rather than invoice-based payments.

Retrieves the company wallet top-up history with datetime format handling and pagination. Useful for cash flow tracking and reconciliation of funding transactions.

Compares wallet balance to virtual and physical card allocations. Enables partial reconciliation of funds distributed across cards.

Breaks down spending by accounting status to identify items pending export. Essential for tracking monthly or quarterly accounting close.

Verifies genuine receipt validity by distinguishing file presence from pre-signed URL availability. Crucial for documentary compliance audits.

Analyzes purchase orders and their link to invoices via payableId. Explains why payableId=null does not necessarily mean no invoice exists.

Identifies expense claims awaiting review by correctly combining payableType and status filters. Avoids false positives from misusing Spendesk filter parameters.

Explains why lost, stolen, expired or cancelled cards never appear in the card list, and how to read one specific card.