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.

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.

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.

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.

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.

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

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, resolving owner names via get_users. Enables precise tracking of cards and allocated budgets.

Analyzes monthly spend evolution by cost center over 6 months and detects centers whose spending deviates from their normal pattern.

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.

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.

Identifies expense claims awaiting review by correctly combining payableType and status filters. Avoids false positives from misusing Spendesk filter parameters.

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.

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

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

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.