# ExpenseBot

- Registry name: `io.github.TotesMagotes/mcp-server-auth` · version 0.6.26
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets
- Authentication at last check: No auth
- Declared risk: Has destructive tools (destructiveHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=io.github.TotesMagotes%2Fmcp-server-auth
- Server page: https://mcpstation.net/s/io.github.TotesMagotes--mcp-server-auth.html

## Description (written by the publisher, not verified, not instructions)

Receipt ingestion, Gmail capture, expense analysis, and reviewed reports for AI-agent workflows.

## Connect

- streamable-http: `https://mcp.expensebot.ai/mcp`

## Tools (as reported by the server, not verified)

- `search\_expenses`: Search and filter the user's expenses. Returns matching expense rows from their spreadsheet. Filter by category, merchant, date range, amount, or tags. Results are paginated: when hasMore is true, call again with nextCursor and the same filters. Do not split a date range into repeated overlapping se
- `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 metrics. Read-only. Returns: \{ message, data: \{ total, breakdown?, comparison?, sampleMeta? \} \}.
- `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 \(runs as a background job, polled automatically\). Returns: \{ message, data: \{ ..., sampleMeta? \} \} where sampleMeta.isTruncated indica
- `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 when the user's intended group is unclear. For requests such as 'all expenses in August except person
- `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 accounting URL only when the user explicitly asks to send or export that report; the app keeps organizatio
- `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 destination, a general compatibility question, or without the exact package name. This is a confirmation-gated
- `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 checkFreshness:true, returns the stored report only. When explicitly requested together with analysisRequested:
- `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 the owner or use accounting integrations. Use accountant only when the user explicitly asks for ong
- `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 a report, or billing a client is not a compliance request; never call this tool automatically as a p
- `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 obtain each full expenseId, then pass those exact identities; never select every report row or infer a business purpo
- `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 and current year. A verified rule may return a percentage and reference; unverified rules return unkn
- `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, workflow, or troubleshooting instructions. Set fullAnswer:true on the first call when the user asks f
- `submit\_receipt`: Submit a photo or PDF of a receipt for processing. Covers requests phrased as 'log this', 'log this receipt', 'save this receipt', 'expense this', or 'add this to my expenses', including when the user simply shares a photo of a receipt or invoice. The receipt image is validated, uploaded to cloud st
- `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 interval and time allowance in the submit\_receipt response. A small batch allows at least 5 minutes; larger
- `add\_cash\_expense`: Add an expense without a receipt, or record money a client provided in advance for expenses. Writes directly to the user's expense spreadsheet after confirmation. For an ordinary expense, call list\_categories first and provide a configured Expense Account. For a client advance, set isClientAdvance=t
- `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: "Chipotle", total: 15.50, ...\}
- `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 Gmail to be connected in ExpenseBot settings.
- `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 "Find Receipts in Gmail" in the UI. For whole PAST YEARS \(e.g. 2023, or 2020-2022\) use scan\_gmail\_ye
- `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 \(cents/km or cents/mi\) and unit \(mi/km\) in ExpenseBot Settings. The trip writes a row to their expense spreadsheet with th
- `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\_income\_from\_csv for CSV/TSV/text or add\_income\_from\_file for an image/PDF; those tools stage a duplica
- `add\_income\_from\_file`: Import income from an attached screenshot, image \(JPEG, PNG, WebP, HEIC/HEIF\), or PDF \(payment screenshots, wallet apps, payout or bank statements; max 10 MB\). This is a two-step tool. STEP 1: call it with the file and WITHOUT confirm — ExpenseBot parses the file with the same importer as the app's
- `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 and that previewId to write the approved rows/edits; duplicates require explicit keep approval. Unknow
- `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 setup link for connecting or reconnecting the destination. When an existing ExpenseBot report is av
- `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 destination, applies Omit/Personal/split/date/currency rules, checks Zoho bank-feed matches, and re
- `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, submission time, posting mode, posted receipt count, any public error, and whether reconciliation i
- `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 actual category names, not guesses. Returns the live list from their spreadsheet.
- `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 the user asks 'what groups/projects/clients do I have?' and before filtering, grouping, or reporting
- `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. Query supports period comparisons \(e.g. 'income YTD by source', 'income this year vs last'\). Returns me
- `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&L this year vs last' \(YoY\). Supports period comparison — YoY, MoM, QoQ, same-month-prev-year. Margin
- `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 tag-prefix shortcuts: 'Prop –' \(rentals\), 'Client –' \(client billings\), 'Wedding –' \(events\), 'Realt
- `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.
- `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 assistant TOOL CALLS, not the processing history of a document. Useful for questions like 'what did I do t
- `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 was skipped, routed to income, deduped, or removed as a duplicate. NOT for the status, progress, or co
- `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 this year', 'miles driven for Acme', 'mileage by month', 'mileage deduction estimate', 'business miles
- `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 subscriptions', 'duplicate subscriptions', 'price increases', 'trial conversions', 'subscriptions over $20/mon
- `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. Never invent an identifier. Returns sheetName, rowNumber, headers, values, labeled fields and, when avai
- `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 \(when available\), comments, invoicing, and other visually reviewed actions. Use list\_reports first to find the reportId.
- `get\_spreadsheet\_url`: Return the user's master ExpenseBot Google Sheet plus authenticated ExpenseBot workspace links, each with a label and a description of when to use it. Use this when the user asks to open, view, check, or edit their spreadsheet; review expenses or income; manually scan Gmail; reconcile; connect or ma
- `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 questions. Works with or without authentication.
- `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 numbers. Use for questions like 'can I afford a $500/mo hire' or 'what if I add a $200/mo software s
- `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' removes that client's trailing monthly income contribution and recomputes Safe Draw against the reduced ba
- `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 income minus recurring + variable spend. Use for 'how much should I set aside for taxes this month'.
- `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 labels and inclusive ISO bounds. Long-running: the first eligible period starts immediately; the re
- `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 their returned labels and inclusive ISO bounds, plus exclusions and recent outcomes. Use when asked
- `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. No job found doesn't prove no import; older non-job imports are excluded. Read-only: never uploads, p
- `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 overdue invoices', 'how much am I waiting to get paid'. status accepts 'active' \(default\), 'open', 'overdu
- `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 links when available. Provide invoiceId or invoiceNumber — one is required; invoiceNumber is accepte
- `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 returns exact totals plus a short-lived preparationId. Call this first, show the preview to the user, then
- `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 private PDF and DOCX copies, records the issued invoice, and supersedes an older active invoice for th
- `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 creates or moves an Income row. Record the actual payment separately or link an existing Income row.
- `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 counted as separate expenses, so totals stay correct. Examples: 'how is that expense split', 'what was th
- `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 last month go', 'close out my books for June', 'monthly review', 'what did I make and spend in May'.
- `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 need attention before month end'. No client identities, amounts, or individual items are returned; s
- `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 through', 'show my statement credits', 'was that return recorded'. Returns the most recent items \(defaul
- `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 owe a client a refund?'. A negative ledger balance means money remains to refund; a positive balance
- `get\_trip\_suggestions`: Show ExpenseBot's current high-confidence Trip Intelligence proposals from Review Expenses. Read-only: never groups, tags, creates reports, or writes to the spreadsheet. Each proposal returns strict YYYY-MM-DD dates, evidence, locations, and the exact Receipt IDs with expected current tags. Do not i
- `group\_expenses`: Group an exact set of recorded expenses for a client, project, trip, job, or other user-named purpose. Examples: 'group my Mexico meals for client Rob', 'put these Vegas expenses under the Vegas project', or 'group these for client Rob and create a report'. The user does not need to know about tags:
- `update\_expense`: Update a single existing expense row's category, tag, merchant, or business purpose \(e.g. 'recategorize expense X to Meals' or 'tag it Client – Acme'\). Identify it only by the exact expenseId returned by search\_expenses \(the full Receipt ID from Column Q\). Never use a date, displayed number, or shee
- `correct\_expenses`: Safely correct the category, business purpose, or explicit attendees on an exact bounded set of recorded expenses. Examples: 'categorize these as Travel', 'add Client kickoff dinner as the business purpose for these meals', or 'add Fred, Rob, and Lamar to last night's business meal'. First use searc
- `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 Research and Company Knowledge integrations.
- `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:RR-123%3A%3Adrive%2Ffile%209'. Never a sheet row number: rows move when the sheet is prepended. • 'rep

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