ExpenseBot
mcp remote · streamable-http · v0.6.26 · source: crawl
https://mcp.expensebot.ai/mcp
https://github.com/TotesMagotes/expensebot-mcp
Receipt ingestion, Gmail capture, expense analysis, and reviewed reports for AI-agent workflows.
Works
100
Verified Oct 31, 2026 · p50 605 ms · p95 639 ms
Worth
no data
No outcomes reported yet. Agents report through report_outcome after a find_agents call.
Checks
| Check | Weight | Result | Evidence |
|---|---|---|---|
| reachable | 20 | pass | 3 of 3 handshakes succeeded; server 'expensebot-remote' |
| tools_listed | 15 | pass | 62 tools |
| schema_complete | 15 | pass | 53 of 62 tools have a description and a typed schema |
| latency_p50 | 10 | pass | p50 605 ms |
| latency_p95 | 5 | pass | p95 639 ms |
| error_free | 10 | pass | 0 of 3 attempts failed |
| auth_posture | 10 | pass | https, open |
| injection_scan | 10 | pass | no patterns found |
| scope | 5 | pass | no execution-style tools |
Unknown counts as fail; n/a is left out of the denominator. How the weights work.
Tools (62)
| Name | Description | Schema |
|---|---|---|
search_expenses | Search and filter the user's expenses; returns matching rows from their spreadsheet. Filter by category, merchant, date range, amount or tags. Results are paginated: when hasMore is true, call again w | incomplete |
check_compliance | Use only when the user explicitly asks to check an existing report for compliance issues such as missing business purpose or policy violations. Creating a report, excluding Personal expenses, sharing | typed |
get_spending_summary | Summarize the user's recorded expenses with totals and breakdowns by category, merchant, month, tag, source, or payment method. Supports date ranges, period comparisons, and total, count, or average m | incomplete |
get_deep_analytics | Run deeper, multi-step analytics on the user's expenses. Use for explanatory questions like 'why did my spending increase' or 'compare Q1 vs Q2'. Takes 10-30 seconds (runs as a background job, polled | incomplete |
create_report | Create an expense report from a clear date, client, project, trip, category or merchant request. Tags are ExpenseBot's grouping layer for clients, projects, project codes and trips; call list_tags whe | incomplete |
list_reports | List the user's expense reports with pagination. Filter by status (All, Draft, Submitted, Shared). Each exact report includes its app, Bill Client, and accounting handoff URLs. Use the matching accoun | typed |
request_accounting_integration | Request support for an accounting package only after checking ExpenseBot's reviewed direct and import-file destinations and finding no matching package. Do not use this for a listed or Beta destinatio | typed |
get_report_details | Get full details of a specific expense report including all expenses, totals, and compliance status. Use only when the user explicitly asks to inspect an existing report's details. Without checkFreshn | typed |
share_report | Share one existing expense report after confirmation. Default to reviewer: they can open and edit that report's Google Sheet, inspect receipts, comment, approve, or request changes, but cannot act for | typed |
fix_compliance | Safely correct compliance issues on an exact bounded set of recorded expenses. Use only after the user explicitly asks to fix issues found by check_compliance. Use search_expenses to get each full exp | typed |
check_tax_deductibility | Use this when the user asks for general deduction guidance for an expense type, such as business meals or home-office expenses. Looks up reference rules using the account's tax-country/home settings a | typed |
search_knowledge | Search ExpenseBot's complete product and help knowledge base. Use this before guessing when the user asks how a feature works, what ExpenseBot supports, or needs setup, billing, Gmail, scan, report, w | typed |
submit_receipt | Submit a photo or PDF of a receipt for processing. Covers 'log this', 'save this receipt', 'expense this', 'add this to my expenses', including when the user simply shares a photo of a receipt or invo | typed |
get_last_receipt_result | Check the authoritative final outcome of a receipt image/PDF batch submitted with submit_receipt. After submit_receipt returns submissionId, call this tool with that exact ID, using the polling interv | typed |
add_cash_expense | Add an expense without a receipt, or record money a client provided in advance. Writes directly to the user's expense spreadsheet after confirmation. For an ordinary expense, call list_categories firs | typed |
parse_expense | Parse a natural language expense description into structured fields. Does NOT add the expense — just returns the parsed fields for review. Example: "Lunch at Chipotle $15.50 today" → {merchant: "Chipo | typed |
process_gmail_receipts | Process specific Gmail emails as receipts. Pass Gmail message IDs and they'll be converted to PDF, extracted by AI, and added to the user's expense spreadsheet. Max 25 emails per request. Requires Gma | typed |
scan_gmail | Trigger a background Gmail scan to discover and process receipt emails from the last ~60 days (default). Runs asynchronously — returns immediately, user gets an email summary when done. Like clicking | typed |
add_mileage_entry | Log a business mileage trip in ExpenseBot. Useful for realtors, consultants, contractors, and anyone who drives for work. Requires the user to have configured their mileage rate (cents/km or cents/mi) | typed |
add_income | Log exactly one user-confirmed income payment manually (cash, check, Stripe payout, etc.). Never loop this tool over a statement, export, table, or multi-row list. For two or more payments, use add_in | typed |
add_income_from_file | Import income from an attached screenshot, image (JPEG, PNG, WebP, HEIC/HEIF) or PDF (payment screenshots, wallet apps, payout or bank statements; max 10 MB). Two steps. STEP 1: call with the file and | typed |
add_income_from_csv | Use this to import the user's CSV/TSV/text income export (max 500 KB). Step 1 stages a duplicate-checked previewId without writing Income rows. Show it and obtain approval. Step 2 uses confirm:true an | typed |
get_accounting_integration_status | Check whether an accounting destination is connected and read-only setup state for the owner. Returns the selected organization/company/business, stored connection state, rollout state, and the single | typed |
send_report_to_accounting | Review and then post an ExpenseBot report to the owner's accounting destination. STEP 1: call with provider, reportId and optional mode/mappings, without confirm. The server reads the live report and | typed |
get_accounting_push_status | Read the authoritative posting and reconciliation status for one ExpenseBot report at an accounting destination. Use after a timeout or uncertain response before considering any retry. Returns status, | typed |
list_categories | List the user's configured expense categories and billing accounts. Use this BEFORE calling tools that need a category (add_cash_expense, add_mileage_entry, create_report) so you pass the user's actua | typed |
list_tags | List the user's configured groups. ExpenseBot stores clients, projects, project codes, properties, and trips as tags (for example 'Client: Acme', 'Vegas Trip', or 'Property: 123 Main'). Use this when | typed |
create_tag | Create a standalone group/tag without selecting or changing any expenses. The first call prepares a preview; after the user explicitly chooses to create it, send confirm:true with the returned operati | typed |
get_income_summary | Use this when the user asks about income already recorded in their ExpenseBot Income tab. Read totals; group by source, category, month, payment method or tag; filter by dateRange/incomeTagPrefix. Que | incomplete |
get_pnl | Compute Profit & Loss (P&L / net income / margin) by combining the Income tab with expense tabs. Examples: 'am I profitable this year', 'P&L for Q1', 'net income last quarter', 'what's my margin', 'P& | incomplete |
get_per_tag_pnl | Per-tag P&L — revenue, cost, profit, and margin grouped by tag (per-client, per-property, per-event, per-realtor-deal). Requires both income AND expense rows to be tagged with matching labels. Common | incomplete |
list_income_categories | List ExpenseBot's fixed income tax categories. Unlike Expense Accounts, these are not user-configured. Use this BEFORE calling add_income so you pass an exact canonical category instead of guessing. | typed |
get_recent_activity | Show what the user (or their AI assistants) has recently done in ExpenseBot via this MCP server: which tools were called, when, with what arguments, and whether they succeeded. This is a log of assist | typed |
trace_document | Trace what happened to a specific receipt, invoice, forwarded email, Gmail receipt, or PDF in ExpenseBot processing. Use when the user asks where a document went, why it did not show up, whether it wa | typed |
get_mileage_summary | Mileage analytics — totals, breakdowns by month / client / purpose / category, plus deduction framing (cents-per-mile or cents-per-km × distance, country-aware IRS / CRA rates). Examples: 'mileage thi | incomplete |
get_subscription_audit | Subscription audit — wraps the Subscription Auditor engine to find recurring charges, duplicates, price increases, and trial-conversion suspects in the user's expenses. Examples: 'recurring subscripti | incomplete |
get_expense_by_id | Read one existing expense from the authenticated user's ExpenseBot spreadsheet. Supply the exact expenseId returned by search_expenses (Receipt ID in Column Q), or the user's specified rowNumber. Neve | typed |
export_report | Get a short-lived direct PDF download for one exact authorized expense report, plus the exact highlighted in-app report link. Use the in-app report for CSV, XLSX, receipt ZIP (when available), comment | typed |
get_spreadsheet_url | Return the user's master ExpenseBot Google Sheet plus authenticated workspace links, each with a label and when-to-use description. Use when the user asks to open, view or edit their spreadsheet; revi | typed |
check_feature | Check whether ExpenseBot supports a specific feature ('does ExpenseBot support X', 'can it integrate with Y'). Searches the public knowledge base and returns a confidence-scored answer + related quest | typed |
whatif_afford | Can I afford $X/month? Recomputes the user's Safe Monthly Draw (how much they can safely pay themselves) with an added recurring monthly cost, and returns a yes/tight/no verdict plus the before/after | typed |
whatif_client | What if a client pays late or leaves? mode='late30' shifts that client's OPEN invoice amounts out of the near-term expectation (they still owe it, it's just not landing this month). mode='gone' remove | typed |
whatif_tax_setaside | What should I set aside for taxes? Surfaces the same monthly tax set-aside estimate already computed for Safe Monthly Draw — wiring, not new math. Flat-rate estimate (default 30%) against trailing inc | typed |
scan_gmail_years | Scan completed Gmail periods for receipts. In eligible split-tax-year accounts, a number is the period's ending year (2025 = 2024–25 tax year); otherwise it is a calendar year. Use returned tax-period | typed |
get_scan_status | Check authoritative Gmail receipt scan status. Returns the active lock and live phase/progress shown in-app, queued or attention-needed periods, completed calendar years, and tax-period statuses with | typed |
get_statement_import_status | Check 'Did my statement finish importing?' for at most five jobs. Returns status and authenticated review link. Extraction isn't saved; read/save jobs may overlap, so counts aren't statement totals. N | typed |
list_client_invoices | List the user's issued client invoices (accounts receivable) — who owes them money, how much, and when it is due. Examples: 'which invoices are outstanding', 'what does Acme still owe me', 'any overdu | typed |
get_client_invoice | Get the full financial and delivery summary for one issued client invoice, including subtotal, markup, tax, advance applied, balance due, dates, status, source report, and private Google Doc/PDF/DOCX | typed |
prepare_client_invoice | Prepare a client invoice from a saved ExpenseBot report without creating it. Reads canonical report rows, allocates a unique invoice number, verifies the client ledger identity and advance, and return | typed |
create_client_invoice | Create the exact invoice previously returned by prepare_client_invoice. This is a confirmed write: it revalidates the report snapshot and client identity, creates a private editable Google Doc plus pr | typed |
mark_client_invoice_paid | Mark an issued client invoice as paid after explicit confirmation. Requires a strict calendar-valid paidDate in YYYY-MM-DD format. This updates the accounts-receivable invoice record only; it never cr | typed |
get_expense_splits | Show how an expense was split across categories, clients, properties, or business vs personal portions. Returns the single parent payment with its nested allocation lines — split lines are never count | typed |
get_monthly_books_review | Month-end summary of the user's books for one calendar month: income recorded, money spent, net, top spending categories and merchants, plus alerts for anything unusual that month. Examples: 'how did | typed |
list_client_close_readiness | Accountant-only month-end overview of accepted client workspaces. Returns page-level readiness and affected-client category counts with an authenticated Client Reports link. Use for 'how many clients | typed |
get_credits_refunds | List card refunds, cashback/rewards, and statement credits that ExpenseBot has already recorded — either as negative expenses or matched against the original charge. Examples: 'did my refund come thro | typed |
get_client_advance_balances | Read the same per-client advance balances shown in ExpenseBot's Client advances section. Use for questions like 'how much of Acme's advance remains?', 'which client floats are still open?', or 'do I o | typed |
get_trip_suggestions | Review trips from the engine behind Review Expenses Find. Default is high-confidence only; for the trip list set includeCandidates:true: real trips first (AI-reviewed order when available), second hom | typed |
group_expenses | Group an exact set of recorded expenses for a client, project, trip, job, or other user-named purpose, e.g. 'group my Mexico meals for client Rob' or 'group these for client Rob and create a report'. | typed |
update_expense | Update a single existing expense row's category, tag, merchant or business purpose (e.g. 'recategorize expense X to Meals', 'tag it Client – Acme'). Identify it only by the exact expenseId from search | typed |
correct_expenses | Safely correct the category, business purpose or explicit attendees on an exact bounded set of recorded expenses, e.g. 'categorize these as Travel', 'add Client kickoff dinner as the business purpose | typed |
search | Search the user's ExpenseBot data — expenses, reports, and knowledge base. Returns matching items with id, title, and url. Use the returned id with the `fetch` tool to get full details. Powers Deep Re | typed |
fetch | Fetch full details for a specific item returned by `search`. The id encodes the item type: • 'expense:<expenseId>' — the durable Column-Q Receipt ID returned by `search`, URL-encoded, e.g. 'expense: | typed |
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