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.

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.

Aide un client à transformer un besoin métier précis (contexte, contraintes, format de sortie souhaité) en un nouveau skill Claude sur mesure, prêt à l'emploi sur le MCP Spendesk

Visite guidée conversationnelle du MCP Spendesk — appels réels sur les données de l'utilisateur, adaptée à sa persona, puis recommandation des prochains skills à installer

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.

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

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.

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

Lists expense categories and their mapping to cost centers configured in Spendesk. Useful for understanding the company's analytical structure.

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.

Runs a complete month-end close checklist: pending invoices, unmatched settlements, overdue payables, and unexported entries.

Cartographier les dépenses SaaS récurrentes, repérer les fournisseurs potentiellement dupliqués et isoler le spend IA pour détecter le shadow IT

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.

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

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.

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.

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.

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

Audits supplier master data completeness, flags missing data blocking payments, and recent bank detail changes.

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

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

Identifies suppliers missing an IBAN by paginating the entire supplier directory. Critical to unblock payments awaiting complete banking details.

Analyzes open purchase orders and flags those where invoicing approaches or exceeds the approved budget. Essential for budget commitment control.

Lists active cards with their available balance, resolving owner names via get_users. Enables precise tracking of cards and allocated budgets.

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.

Maps all SaaS spend, identifies unnegotiated price increases, detects new shadow IT subscriptions, and calculates total software TCO.

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.

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

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

Analyzes pending purchase requests by age, identifies approval bottlenecks, and measures average processing turnaround times.

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.

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

Calculates average spend per employee by cost center and identifies teams whose per-capita spend is significantly above average.

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

Identifies cards in terminal states (lost, stolen, expired, cancelled) via list_cards. Useful for security reporting and card reference cleanup.

Tracks where invoices stand in the payment cycle: approved pending export, scheduled, exported, settled. Includes a delta mode for daily cash flow automation.

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

Verifies that all payables pending export are correctly mapped to a chart of accounts entry before ERP export.

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

Matches invoices against corresponding purchase orders, identifies maverick spend (invoices without a PO), and PO budget overruns.

Projects expected cash outflows over 30 days by combining due invoices and historical spending patterns.

Calculates overall DPO and actual payment delays by supplier to measure AP performance and identify late-paid suppliers.

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

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

Identifies invoices to accrue at period end and generates a proxy FEC file to prepare cut-off accounting entries.