Spendesk MCP Skills

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.

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 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.

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 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.

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.

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.