Guide

How to use Claude with the Spendesk MCP — setup, conversations, automated routines, Slack alerting, and Claude as a thinking partner.

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  1. 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 AnalystProcurement· 3 min read
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  2. Chapter 2

    Getting started: installing a skill

    A skill is an instruction file you download from this site that Claude reads automatically. Here's how to install one in under a minute.

    CFOControllerAP ManagerFinance AnalystProcurement· 4 min read
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  3. Chapter 3

    Managing MCP permissions in Claude Code

    Claude keeps asking permission every time it calls a Spendesk MCP tool? Understand the permission modes, the difference between your own settings and your organization's, and how to unblock yourself for good.

    CFOControllerAP ManagerFinance AnalystProcurement· 6 min read
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  4. Chapter 4

    Using a skill in a conversation

    Skills are triggered by natural language, not commands. Here's how to phrase your requests to get good answers, with examples per role.

    CFOControllerAP ManagerFinance AnalystProcurement· 5 min read
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  5. Chapter 5

    Automating a report with routines

    Routines are a Claude Code feature (not part of the Spendesk MCP) that let you replay a question automatically on a fixed schedule — daily, weekly, monthly.

    CFOControllerAP ManagerFinance AnalystProcurement· 5 min read
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  6. Chapter 6

    Building Slack alerts with Claude

    The Spendesk MCP has no real-time notifications — but combining a routine with the Slack connector, Claude can push a regular summary into a channel.

    CFOAP ManagerProcurement· 6 min read
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  7. Chapter 7

    Using Claude as a thinking partner

    Before assuming a need is possible or not, ask Claude to assess Spendesk MCP coverage first. The copy-paste prompt that turns any business need into an action plan.

    CFOControllerAP ManagerFinance AnalystProcurement· 5 min read
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