Name: ExpenseBot
Author: TotesMagotes

Tools observed via MCP handshake

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
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 com
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 se
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, pr
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 accounti
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
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 existi
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
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 repor
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.
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 t
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 need
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
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
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 confirmatio
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 Ch
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.
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
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 t
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 li
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).
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 obta
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 connect
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 confi
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 befor
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, cre
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',
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;
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 incom
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
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 c
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
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 wen
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
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 e
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),
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, XLS
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
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
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
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
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 est
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
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 calen
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 overl
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', 'w
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
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
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, creat
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-rec
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 alloca
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
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
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 ch
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 cl
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 spr
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 th
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
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
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`
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

when	check	result	http	latency	detail
1 h ago	mcp initialize	ok	200	129 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
11 h ago	mcp initialize	ok	200	142 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
19 h ago	mcp initialize	ok	200	126 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
25 h ago	mcp initialize	ok	200	131 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
31 h ago	mcp initialize	ok	200	138 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
2 d ago	mcp initialize	ok	200	132 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
2 d ago	mcp initialize	ok	200	131 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
2 d ago	mcp initialize	ok	200	197 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
2 d ago	mcp initialize	ok	200	274 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools
3 d ago	mcp initialize	ok	200	132 ms	server expensebot-remote 0.3.1-m3.6 · protocol 2025-06-18 · 61 tools

ExpenseBot

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