Servers Playground How we check Add a server Log in

ExpenseBot

Working · 1.8 s

io.github.TotesMagotes/mcp-server-authv0.6.26

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

Finance & Payments

Source Website Registry entry

Maintain this server? Claim it

Try it

Call this server's tools from your browser. Nothing to install.

https://mcp.expensebot.ai/mcp

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

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=true and clientName; ExpenseBot reuses or creates the canonical client group, applies Cash advance received, and stores the amount as a negative expense. Use this only for money supplied by a client before related spending, never for vendor refunds, reimbursements, earned fees, retainers, or generic deposits. Use the Manual expense link from get_spreadsheet_url instead when the user needs a reviewed form for multiple entries, credits/refunds, tax or tip breakdowns, per diem, or incomplete details.

datestring, required

Expense date (YYYY-MM-DD)

totalnumber, required

Positive amount paid or received. ExpenseBot stores a client advance as negative.

taxnumber

Tax amount

tipnumber

Tip amount

citystring

City/location

notesstring

Notes or description

categorystring

A configured Expense Account returned by list_categories. Do not invent a category.

currencystring

Currency code (default: USD)

merchantstring

Merchant/vendor name for an ordinary expense. Not needed for a client advance; ExpenseBot derives it from clientName.

subtotalnumber

Subtotal before tax

clientNamestring

Client name for a client advance, in ordinary language. ExpenseBot resolves the canonical Client – Name group.

isClientAdvanceboolean

True only when a client supplied money in advance for expenses. Requires clientName and does not require category.

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

I understand, run it anyway

ExpenseBot MCP server | mcptry

ExpenseBot

Working · 1.8 s

io.github.TotesMagotes/mcp-server-authv0.6.26

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

Finance & Payments

Source Website Registry entry

Maintain this server? Claim it

Try it

Call this server's tools from your browser. Nothing to install.

https://mcp.expensebot.ai/mcp

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

add_cash_expense

datestring, required

Expense date (YYYY-MM-DD)

totalnumber, required

Positive amount paid or received. ExpenseBot stores a client advance as negative.

taxnumber

Tax amount

tipnumber

Tip amount

citystring

City/location

notesstring

Notes or description

categorystring

A configured Expense Account returned by list_categories. Do not invent a category.

currencystring

Currency code (default: USD)

merchantstring

Merchant/vendor name for an ordinary expense. Not needed for a client advance; ExpenseBot derives it from clientName.

subtotalnumber

Subtotal before tax

clientNamestring

Client name for a client advance, in ordinary language. ExpenseBot resolves the canonical Client – Name group.

isClientAdvanceboolean

True only when a client supplied money in advance for expenses. Requires clientName and does not require category.

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

I understand, run it anyway

Tools (61)

add_cash_expense

Argument	Type	Description
tax	number	Tax amount
tip	number	Tip amount
city	string	City/location
date*	string	Expense date (YYYY-MM-DD)
notes	string	Notes or description
total*	number	Positive amount paid or received. ExpenseBot stores a client advance as negative.
category	string	A configured Expense Account returned by list_categories. Do not invent a category.
currency	string	Currency code (default: USD)
merchant	string	Merchant/vendor name for an ordinary expense. Not needed for a client advance; ExpenseBot derives it from clientName.
subtotal	number	Subtotal before tax
clientName	string	Client name for a client advance, in ordinary language. ExpenseBot resolves the canonical Client – Name group.
isClientAdvance	boolean	True only when a client supplied money in advance for expenses. Requires clientName and does not require category.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "total",
    "date"
  ],
  "properties": {
    "tax": {
      "type": "number",
      "description": "Tax amount"
    },
    "tip": {
      "type": "number",
      "description": "Tip amount"
    },
    "city": {
      "type": "string",
      "description": "City/location"
    },
    "date": {
      "type": "string",
      "format": "date",
      "description": "Expense date (YYYY-MM-DD)"
    },
    "notes": {
      "type": "string",
      "description": "Notes or description"
    },
    "total": {
      "type": "number",
      "description": "Positive amount paid or received. ExpenseBot stores a client advance as negative."
    },
    "category": {
      "type": "string",
      "description": "A configured Expense Account returned by list_categories. Do not invent a category."
    },
    "currency": {
      "type": "string",
      "description": "Currency code (default: USD)"
    },
    "merchant": {
      "type": "string",
      "description": "Merchant/vendor name for an ordinary expense. Not needed for a client advance; ExpenseBot derives it from clientName."
    },
    "subtotal": {
      "type": "number",
      "description": "Subtotal before tax"
    },
    "clientName": {
      "type": "string",
      "description": "Client name for a client advance, in ordinary language. ExpenseBot resolves the canonical Client – Name group."
    },
    "isClientAdvance": {
      "type": "boolean",
      "description": "True only when a client supplied money in advance for expenses. Requires clientName and does not require category."
    }
  }
}

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 duplicate-checked preview and require confirmation before writing. Writes to the Income tab of the user's expense spreadsheet. Useful for income that isn't auto-detected from Gmail or Plaid. Call list_income_categories first and use one of its fixed tax categories; an omitted category defaults to Service income and an unknown category is rejected.

Argument	Type	Description
tag	string	Tag for client/project attribution
date*	string	Income date (YYYY-MM-DD). Required. Use the date the user gives; for "today" send today's calendar date in their timezone. If no date was given, ask.
fees	number	Processor/transfer fees deducted
notes	string
amount*	number	Income amount (>0)
source*	string	Who paid you (client name, customer, etc.)
category	string	A category returned by list_income_categories (optional; defaults to Service income)

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. Unknown or expired previews never write (15-minute expiry). Return spreadsheetUrl and reviewIncomeUrl after success. Accepts user-provided attachments or inline text, not arbitrary web URLs.

Argument	Type	Description
tag	string	Optional client/project tag for staged or confirmed rows.
confirm	boolean	Step 2: true writes the staged selection only after user approval.
csvText	string	Step 1 inline CSV/TSV/text fallback; ChatGPT should use csvContent.
bulkNote	string	Step 2 note prepended to confirmed rows (max 120 characters).
rowEdits	array	Step 2 approved edits; at most 50 selected preview rows.
previewId	string	Step 2 ID returned by the unexpired preview.
csvContent	object	Step 1 ChatGPT attachment; securely downloaded and decoded.
paymentMethod	string

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 screen, checks every row against the user's Income tab for duplicates, and returns a preview with a previewId, exact row count, totals by currency, per-row details, duplicate flags, and any rejected rows. NOTHING is saved in step 1; treat the attachment as consent to parse, not consent to write. Show the user the parsed rows and duplicates, then STEP 2: call again with confirm: true and the previewId to write exactly those rows. Only include user-approved changes in step 2 (selectedIndexes, keepBothIndexes, rowEdits, tag, bulkNote). Flagged duplicates are skipped unless the user explicitly asks to keep them (keepBothIndexes). The preview expires after 15 minutes; an expired or unknown previewId never writes. After a successful confirm, show the returned spreadsheetUrl and reviewIncomeUrl. For a visually complex review (mixed income/expense rows, many edits), send the user to the Add Income app link returned by get_spreadsheet_url instead.

Argument	Type	Description
tag	string	Optional client/project tag. In step 1 it pre-fills the staged rows; in step 2 it applies to the confirmed selection.
photo	object	Attached image or PDF supplied by ChatGPT for step 1. The server downloads and parses the attachment securely.
confirm	boolean	Step 2 only: true writes the staged rows. Omit it (with previewId absent) to parse and preview without writing.
bulkNote	string	Step 2 only: one note (max 120 chars) prepended to every confirmed row's Notes, same as the app's 'Add note to all entries'.

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 the calculated dollar value. Use the Mileage and travel link from get_spreadsheet_url instead when the user needs Google Maps route calculation, mileage settings, repeated trips, calendar/rideshare import, per diem, or visual review.

Argument	Type	Description
tag	string	Tag for client/project attribution (optional)
city	string	City (optional)
date*	string	Trip date (YYYY-MM-DD). Required. Use the date the user gives; for "today" send today's calendar date in their timezone. If no date was given, ask.
notes	string	Optional user-supplied context stored with the mileage entry.
purpose*	string	Business purpose / description of the trip (e.g., 'Client meeting at 1234 Main St')
category	string	Override the user's default mileage category (optional)
distance*	number	Distance traveled in the user's configured unit (miles or km)

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 preflight or follow-up for those workflows.

read-only

Argument	Type	Description
reportId*	string	Report ID to check
analysisRequested*	boolean	Set true only when the user explicitly asked for this report's compliance analysis. Do not ask for or copy their full message, and do not infer consent from report creation, sharing, or billing.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "reportId",
    "analysisRequested"
  ],
  "properties": {
    "reportId": {
      "type": "string",
      "description": "Report ID to check"
    },
    "analysisRequested": {
      "enum": [
        true
      ],
      "type": "boolean",
      "description": "Set true only when the user explicitly asked for this report's compliance analysis. Do not ask for or copy their full message, and do not infer consent from report creation, sharing, or billing."
    }
  }
}

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.

read-only

Argument	Type	Description
feature*	string	Feature or integration to check (e.g., 'Xero', 'mileage tracking', 'Plaid')

Input schema (JSON)

{
  "type": "object",
  "required": [
    "feature"
  ],
  "properties": {
    "feature": {
      "type": "string",
      "description": "Feature or integration to check (e.g., 'Xero', 'mileage tracking', 'Plaid')"
    }
  }
}

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 unknown/reviewRequired without a percentage. Read-only: it does not classify saved expenses, prepare a return, or determine the user's actual tax liability. Do not use for tax refunds received as income; use get_income_summary for recorded refunds. General guidance is not a tax professional's determination.

read-only

Argument	Type	Description
query*	string	Brief expense-type deduction question, e.g. 'are business meals deductible?'; no account numbers or unrelated personal context.
category	string	Optional expense category to match the reference rule.
merchant	string	Optional merchant name only when relevant to the expense type.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Brief expense-type deduction question, e.g. 'are business meals deductible?'; no account numbers or unrelated personal context."
    },
    "category": {
      "type": "string",
      "description": "Optional expense category to match the reference rule."
    },
    "merchant": {
      "type": "string",
      "description": "Optional merchant name only when relevant to the expense type."
    }
  }
}

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 search_expenses to identify the exact rows, then pass their full expenseId values. A grounded preview is automatic: first call with confirm omitted/false, show the exact count and proposed before-to-after changes, and ask once for approval. Only after explicit approval repeat the same operationId, selection, and change with confirm:true. A premature confirm:true is converted to preview. Attendee names must come explicitly from the user; never infer them. attendeeMode add preserves existing attendees, while replace substitutes only the attendee segment. Business purpose and attendees preserve the structured Notes field, including card, description, inbox, and other typed segments. Formula Notes and changes that exceed the Notes limit are skipped safely. The confirmed result reports applied/conflicted/failed counts and supports Undo. This tool does not omit duplicates, change amounts or dates, infer business context, or run broad Calendar matching. For unsupported or more than 100-row cleanup, send the user to https://www.expensebot.ai/review-expenses?source=mcp.

destructive

Argument	Type	Description
undo	boolean	Undo a completed correction within its Undo window.
change	object	Exactly one correction. The selected type determines which matching value field is required.
status	boolean	Read operation status using operationId.
confirm	boolean

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 the same report. It does not send email or create an Income row. If tax is positive, confirmTax must be true.

destructive

Argument	Type	Description
confirmTax	boolean	True only after the user confirms the displayed tax label and rate.
operationId	string	Optional retry key. Reuse it after an uncertain response.
preparationId*	string	Short-lived ID returned by prepare_client_invoice.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "preparationId"
  ],
  "properties": {
    "confirmTax": {
      "type": "boolean",
      "description": "True only after the user confirms the displayed tax label and rate."
    },
    "operationId": {
      "type": "string",
      "description": "Optional retry key. Reuse it after an uncertain response."
    },
    "preparationId": {
      "type": "string",
      "description": "Short-lived ID returned by prepare_client_invoice."
    }
  },
  "additionalProperties": false
}

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 personal', set excludePersonal=true; this excludes both the Personal tag and Personal expense category, matching ExpenseBot's Report Wizard. Returns the report summary, exact report link, Bill Client link, applied filters, and a prefilled Report Wizard fallback for criteria that need visual review. Reports scoped to an existing client/project/trip group include matching expenses that are not already assigned to another ordinary report. Can optionally share with recipients. If no unreported matches remain, create no duplicate report and explain that the expenses are already in Reports. Terminal results also include role-appropriate accountingHandoffUrls from the server capability matrix and the existing reviewed file-export workflow. Use only the exact destination the user requested; the link opens the reviewed app flow and does not mean an export occurred. Complete the requested report directly; do not call check_compliance, get_report_details, or tax/deductibility tools before or after it unless the user explicitly asks for that separate analysis.

destructive

Argument	Type	Description
tags	array	Existing ExpenseBot groups to include, such as a client, project, project code, property, or trip. Use list_tags first when uncertain.
title	string	Custom report title
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.
shareWith

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.

read-only

Argument	Type	Description
reportId*	string	Report ID from list_reports

Input schema (JSON)

{
  "type": "object",
  "required": [
    "reportId"
  ],
  "properties": {
    "reportId": {
      "type": "string",
      "description": "Report ID from list_reports"
    }
  }
}

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. • 'report:<reportId>' — the alphanumeric Firestore document id from `search` or `list_reports`, e.g., 'report:FQqDglExofsyyQv7aYy4' • 'kb:<entryId>' — the knowledge-base entry id from `search` Always use the id exactly as returned by `search` or `list_reports` — do not invent or modify the trailing portion. Returns the full text content + metadata for the AI to cite.

read-only

Argument	Type	Description
id*	string	Item ID from a previous `search` or `list_reports` call. Format: 'expense:<URL-encoded Column-Q expenseId>', 'report:<reportId>' (alphanumeric Firestore doc id, ~20 chars), or 'kb:<entryId>' (knowledge-base entry id).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "pattern": "^(expense:.+|report:[A-Za-z0-9_-]+|kb:.+)$",
      "description": "Item ID from a previous `search` or `list_reports` call. Format: 'expense:<URL-encoded Column-Q expenseId>', 'report:<reportId>' (alphanumeric Firestore doc id, ~20 chars), or 'kb:<entryId>' (knowledge-base entry id)."
    }
  }
}

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 purpose, category, or attendee. This compatibility tool uses the same reviewed workflow as correct_expenses: the first call always prepares a grounded preview and makes no change, even if confirm:true arrives early. Show the exact proposed changes and ask once for approval. Only after explicit approval repeat the same operationId, selection, and change with confirm:true. The confirmed result reports applied/conflicted/failed counts and supports status and Undo. For tags/groups use group_expenses; for unsupported or more than 100-row cleanup open https://www.expensebot.ai/review-expenses?source=mcp.

destructive

Argument	Type	Description
undo	boolean	Undo a completed correction within its Undo window.
change	object	Exactly one correction. The selected type determines which matching value field is required.
status	boolean	Read operation status using operationId.
confirm	boolean	Omit/false for preview; true only after explicit approval.
selection	object	Exact expenses returned by search_expenses and approved for this bounded correction.
operationId

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 available, pass reportId so the link opens that exact report's provider setup control instead of the general Reports setup. This is read-only and never posts accounting data. Agent-driven posting is currently available only for Zoho Books (zoho_books); QuickBooks Online (quickbooks), Xero (xero), Wave (wave), and FreeAgent (freeagent, beta) are accepted here for connection/setup status only and report writesAuthorized=false until their canonical planning path is shared.

read-only

Argument	Type	Description
provider*	string	Accounting destination provider. QuickBooks Online, Xero, Wave, FreeAgent (beta), or Zoho Books.
reportId	string	Optional existing ExpenseBot report ID. When supplied, setupUrl opens this exact report and highlights the selected accounting provider's setup control.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "provider"
  ],
  "properties": {
    "provider": {
      "enum": [
        "zoho_books",
        "quickbooks",
        "xero",
        "wave",
        "freeagent"
      ],
      "type": "string",
      "description": "Accounting destination provider. QuickBooks Online, Xero, Wave, FreeAgent (beta), or Zoho Books."
    },
    "reportId": {
      "type": "string",
      "description": "Optional existing ExpenseBot report ID. When supplied, setupUrl opens this exact report and highlights the selected accounting provider's setup control."
    }
  }
}

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 is required. Never re-post a completed report or a report marked needs_reconciliation; show that state to the owner instead. This tool is read-only and owner-account only.

read-only

Argument	Type	Description
provider*	string	Accounting destination provider used for the prior posting attempt.
reportId*	string	Exact ExpenseBot report ID from the prior proposal or posting attempt.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "provider",
    "reportId"
  ],
  "properties": {
    "provider": {
      "enum": [
        "zoho_books",
        "quickbooks",
        "xero",
        "wave",
        "freeagent"
      ],
      "type": "string",
      "description": "Accounting destination provider used for the prior posting attempt."
    },
    "reportId": {
      "type": "string",
      "description": "Exact ExpenseBot report ID from the prior proposal or posting attempt."
    }
  }
}

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 means the client owes the user. Returns the existing app handoff for Refund leftover or Bill Client. Read-only: never records a refund, creates an invoice, or recomputes the ledger in model prose.

read-only

Argument	Type	Description
clientName	string	Optional client name or canonical Client tag. Omit to list every open balance backed by a recorded client advance.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "clientName": {
      "type": "string",
      "description": "Optional client name or canonical Client tag. Omit to list every open balance backed by a recorded client advance."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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 accepted only when it is unique. Read-only.

read-only

Argument	Type	Description
invoiceId	string	Stable invoice ID from list_client_invoices. Required unless invoiceNumber is supplied.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.
invoiceNumber	string	Human invoice number when invoiceId is unavailable; it must identify one unique invoice.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "invoiceId": {
      "type": "string",
      "description": "Stable invoice ID from list_client_invoices. Required unless invoiceNumber is supplied."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    },
    "invoiceNumber": {
      "type": "string",
      "description": "Human invoice number when invoiceId is unavailable; it must identify one unique invoice."
    }
  }
}

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 (default 25, newest first); narrow with dateRange. Read-only: it never scans cards, changes review decisions, or adds rows.

read-only

Argument	Type	Description
limit	number	Maximum results to return (default 25, max 100).
dateRange	object	Optional open-ended or closed window to narrow results. Supply startDate, endDate, or both; supplied bounds are inclusive YYYY-MM-DD dates.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Maximum results to return (default 25, max 100)."
    },
    "dateRange": {
      "type": "object",
      "properties": {
        "endDate": {
          "type": "string",
          "format": "date",
          "description": "Inclusive end date in YYYY-MM-DD format."
        },
        "startDate": {
          "type": "string",
          "format": "date",
          "description": "Inclusive start date in YYYY-MM-DD format."
        }
      },
      "description": "Optional open-ended or closed window to narrow results. Supply startDate, endDate, or both; supplied bounds are inclusive YYYY-MM-DD dates.",
      "additionalProperties": false
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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 indicates whether the agent saw the full dataset.

read-only

Argument	Type	Description
query*	string	The analytics question to answer
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "The analytics question to answer"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    }
  }
}

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 available, reviewExpenseUrl. This tool does not edit, submit, delete, share, or scan anything.

read-only

Argument	Type	Description
expenseId	string	Exact full ExpenseBot Receipt ID from Column Q
rowNumber	integer	1-indexed sheet row (row 1 is headers, so ≥ 2)

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "expenseId": {
      "type": "string",
      "description": "Exact full ExpenseBot Receipt ID from Column Q"
    },
    "rowNumber": {
      "type": "integer",
      "minimum": 2,
      "description": "1-indexed sheet row (row 1 is headers, so ≥ 2)"
    }
  }
}

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 the business portion of that bill', 'show the allocation for this receipt'. Read-only — splits are edited in ExpenseBot's Review workspace.

read-only

Argument	Type	Description
limit	number	Max parent expenses to return (default 25, max 100).
dateRange	object	Optional open-ended or closed window to search for split expenses. Supply startDate, endDate, or both; supplied bounds are inclusive YYYY-MM-DD dates.
onlySplit	boolean	Return only expenses with active splits (default true). Set false to inspect an unsplit Receipt ID.
receiptId	string	Optional Receipt ID for one expense.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Max parent expenses to return (default 25, max 100)."
    },
    "dateRange": {
      "type": "object",
      "properties": {
        "endDate": {
          "type": "string",
          "format": "date",
          "description": "Inclusive end date in YYYY-MM-DD format."
        },
        "startDate": {
          "type": "string",
          "format": "date",
          "description": "Inclusive start date in YYYY-MM-DD format."
        }
      },
      "description": "Optional open-ended or closed window to search for split expenses. Supply startDate, endDate, or both; supplied bounds are inclusive YYYY-MM-DD dates.",
      "additionalProperties": false
    },
    "onlySplit": {
      "type": "boolean",
      "description": "Return only expenses with active splits (default true). Set false to inspect an unsplit Receipt ID."
    },
    "receiptId": {
      "type": "string",
      "description": "Optional Receipt ID for one expense."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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 message and data with total and optional breakdown, comparison, sampleMeta. No scanning, imports, mutations, tax returns or liability determination.

read-only

Argument	Type	Description
query	string	Natural language income question (e.g., 'income YTD by source', 'rental income last month')
groupBy	string	How to group the breakdown
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.
incomeTagPrefix	string	Optional tag-prefix shortcut (e.g., 'Prop –' for rental income, 'Client –' for client billings, 'Wedding –' for events). When set, the tool filters to income rows tagged with this prefix.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Natural language income question (e.g., 'income YTD by source', 'rental income last month')"
    },
    "groupBy": {
      "enum": [
        "source",
        "category",
        "month",
        "paymentMethod",
        "tag"
      ],
      "type": "string",
      "description": "How to group the breakdown"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    },
    "incomeTagPrefix": {
      "type": "string",
      "description": "Optional tag-prefix shortcut (e.g., 'Prop –' for rental income, 'Client –' for client billings, 'Wedding –' for events). When set, the tool filters to income rows tagged with this prefix."
    }
  }
}

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 batches allow longer. A pending result is normal and must not trigger a duplicate resubmission. Returns added, duplicate, skipped, held_for_review, or errored verdicts with exact counts and up to 10 processed receipt summaries. A held_for_review file (withheld for missing details or a possible duplicate) was not added; relay the next step in the message. found:false is pending and has no terminal verdict; found:true is terminal. On completion, report the authoritative per-file outcomes. Show spreadsheetUrl and reviewExpensesUrl for rows actually added, not as the destination for held files. For a held file relay only its message's next step (such as Files to review on Add Expenses); do not invent a missing card or direct held uploads to Gmail Action Needed. Unknown outcomes stay unknown; do not blindly resubmit. This is for uploaded receipts; use get_scan_status for Gmail scans. Read-only.

read-only

Argument	Type	Description
submissionId	string	Exact submissionId returned by submit_receipt. Strongly preferred because it binds the result to this upload instead of an earlier receipt.
withinSeconds	integer	Fallback lookback window when submissionId is unavailable (30-3600 seconds; default 600).

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "submissionId": {
      "type": "string",
      "description": "Exact submissionId returned by submit_receipt. Strongly preferred because it binds the result to this upload instead of an earlier receipt."
    },
    "withinSeconds": {
      "type": "integer",
      "default": 600,
      "maximum": 3600,
      "minimum": 30,
      "description": "Fallback lookback window when submissionId is unavailable (30-3600 seconds; default 600)."
    }
  }
}

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 last quarter'. Supports YoY / MoM / QoQ comparison phrasing. Returns: { message, data: { totalDistance, deductionEstimate?, breakdown?, comparison?, sampleMeta? } }.

read-only

Argument	Type	Description
query	string	Natural language mileage question (e.g., 'mileage this year', 'miles driven for Acme client')
groupBy	string	How to group the breakdown
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Natural language mileage question (e.g., 'mileage this year', 'miles driven for Acme client')"
    },
    "groupBy": {
      "enum": [
        "month",
        "tag",
        "purpose",
        "category"
      ],
      "type": "string",
      "description": "How to group the breakdown"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    }
  }
}

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'. Defaults to the last completed month. Figures come from the user's own recorded data; advisory notes are estimates, not tax advice. closeReadiness summarizes current recorded-book checks and Action Needed categories with authenticated app links. Explain unknown coverage and limitations; it does not close books or certify tax completeness.

read-only

Argument	Type	Description
period	string	Calendar month in YYYY-MM format. Defaults to the last completed month.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "period": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}$",
      "description": "Calendar month in YYYY-MM format. Defaults to the last completed month."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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), 'Realtor –' (real estate deals). Examples: 'per-tag P&L this year', 'profit by client', 'profit by property', 'profit on the Smith wedding', 'per-client P&L this year vs last' (YoY). Supports YoY / MoM / QoQ comparison phrasing. Margin renders as multiplier in loss territory. Defaults to year-to-date if no date range given.

read-only

Argument	Type	Description
query	string	Natural language per-tag P&L question
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.
tagPrefix	string	Optional prefix to limit which tags are bucketed (e.g., 'Prop –' for properties only, 'Client –' for clients only). When omitted, all tags are included.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Natural language per-tag P&L question"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    },
    "tagPrefix": {
      "type": "string",
      "description": "Optional prefix to limit which tags are bucketed (e.g., 'Prop –' for properties only, 'Client –' for clients only). When omitted, all tags are included."
    }
  }
}

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 renders as multiplier in loss territory ('expenses 5.4× revenue') so the user gets a readable signal instead of '-436.9% margin'. Returns: { message, data: { revenue, expenses, netIncome, margin, comparison?, sampleMeta? } }.

read-only

Argument	Type	Description
query	string	Natural language P&L question (e.g., 'P&L for Q1 2025', 'am I profitable')
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Natural language P&L question (e.g., 'P&L for Q1 2025', 'am I profitable')"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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 this week' or 'which tools has my assistant run', and to give the user transparency into AI-assisted actions. Returns the most recent N entries from the audit log (default 20, max 100).

read-only

Argument	Type	Description
limit	integer
actionId	string	Optional: filter to a single tool/action name
sinceDays	integer	Only show actions from the last N days (default 7)

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 100,
      "minimum": 1
    },
    "actionId": {
      "type": "string",
      "description": "Optional: filter to a single tool/action name"
    },
    "sinceDays": {
      "type": "integer",
      "default": 7,
      "description": "Only show actions from the last N days (default 7)"
    }
  }
}

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:true, freshness reads canonical Google Sheets sources with a 5-second bound; if full tax-year replay is unavailable, status is unknown, not current. Never call this as a preflight or follow-up to creating, sharing, or billing from a report; those tools already return the requested result and links.

read-only

Argument	Type	Description
reportId*	string	The report/spreadsheet ID
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.
checkFreshness	boolean	Set true only when the user explicitly asks whether this existing Year End report is current. Requires analysisRequested:true and performs a bounded Google Sheets source check; may return unknown if full tax-year replay is unavailable. Never use after report creation, sharing, or billing.
analysisRequested*	boolean	Set true only when the user explicitly asked to inspect this report. Do not ask for or copy their full message, and do not infer consent from report creation, sharing, or billing.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "reportId",
    "analysisRequested"
  ],
  "properties": {
    "reportId": {
      "type": "string",
      "description": "The report/spreadsheet ID"
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    },
    "checkFreshness": {
      "enum": [
        true
      ],
      "type": "boolean",
      "description": "Set true only when the user explicitly asks whether this existing Year End report is current. Requires analysisRequested:true and performs a bounded Google Sheets source check; may return unknown if full tax-year replay is unavailable. Never use after report creation, sharing, or billing."
    },
    "analysisRequested": {
      "enum": [
        true
      ],
      "type": "boolean",
      "description": "Set true only when the user explicitly asked to inspect this report. Do not ask for or copy their full message, and do not infer consent from report creation, sharing, or billing."
    }
  }
}

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 if a scan is running, finished, stuck, or what it is doing. On completion show spreadsheetUrl or reviewExpensesUrl; for setup/reconnection show gmailScanUrl. Read-only.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "properties": {}
}

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? } }.

read-only

Argument	Type	Description
query	string	Natural language question (e.g., 'how much did I spend in March', 'top merchants this quarter')
metric	string
groupBy	string
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.
categories	array	Optional configured expense categories to include in the summary.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string",
      "description": "Natural language question (e.g., 'how much did I spend in March', 'top merchants this quarter')"
    },
    "metric": {
      "enum": [
        "total",
        "count",
        "average"
      ],
      "type": "string"
    },
    "groupBy": {
      "enum": [
        "category",
        "merchant",
        "month",
        "tag",
        "source",
        "paymentMethod"
      ],
      "type": "string"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    },
    "categories": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional configured expense categories to include in the summary."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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 manage a bank/credit card; open Automation Hub or General Settings; create or open reports; or asks where a submitted receipt went. Choose and show the one or two links relevant to the request instead of listing the entire catalog. After a receipt submission, prefer Review expenses plus the Google Sheet. After an income write, prefer Review income plus the Sheet. For a Gmail scan or connection request, use the Scan Gmail link, which opens the existing Gmail scanning interface. Bank/card requests use the Reconcile link; configuration requests use the returned Automation Hub or General Settings link. Category, G/L, and account-code requests use Category management; client, project, and trip groups use Group management; questions about what counts as Personal use Personal rules. For client billing setup, use the returned clientBillingHandoffs instead of giving a generic dashboard tour: manageClients creates or manages the client list, tagReadyExpenses opens Review Expenses filtered to blank or default-Business rows, and createClientReport opens report creation by group after expenses have been assigned. Choose the one next step that matches the user's current state. If the user names a client and an exact expense scope and asks the assistant to do the work, use search_expenses and group_expenses instead; show its grounded preview and require explicit confirmation before changing any rows. When the user asks to choose receipt images from Google Photos, use the returned Google Photos link; it opens the existing authenticated picker and handles any required Google consent in ExpenseBot. When they ask where ExpenseBot stores receipt files, return the Drive folder link only when it is available; never invent or request a folder ID. For a complete, unambiguous cash expense or mileage trip, use the direct write tool. Use the returned Manual expense link for multiple entries, credits/refunds, detailed tax/tip entry, per diem, incomplete details, or visual review. Use the Mileage and travel link for route calculation, mileage settings, repeated trips, calendar/rideshare imports, per diem, or visual review. These links open the existing reviewed app forms. When the user wants to import income from a screenshot, PDF, or CSV but no attachment is available in chat (or the review is visually complex), use the returned Import income links — they open the existing Add Income importer, which parses the file and shows every row for review before anything is saved. Team setup requests use the returned role-aware Team setup handoff: eligible solo business owners open Add teammates, while existing team owners and co-admins open Team Management. If the handoff says owner access is required, explain that instead of presenting a broken link. Complex or visually reviewed report requests use the returned Create report link. Read-only; this tool does not create or modify spreadsheet rows.

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, parses, saves, retries, or recovers.

read-only

Argument	Type	Description
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  },
  "additionalProperties": false
}

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/month'. Returns: { message, data: { recurring, duplicates, priceIncreases, trialConversions, totalMonthlyCost, sampleMeta? } }.

read-only

Argument	Type	Description
focus	string	Narrow the audit to a single category (default: all)
query	string	Natural language subscription question (e.g., 'find duplicate subscriptions', 'price increases this year')
dateRange	any	Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "focus": {
      "enum": [
        "recurring",
        "duplicates",
        "price_increases",
        "trial_conversions",
        "all"
      ],
      "type": "string",
      "description": "Narrow the audit to a single category (default: all)"
    },
    "query": {
      "type": "string",
      "description": "Natural language subscription question (e.g., 'find duplicate subscriptions', 'price increases this year')"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    }
  }
}

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 infer a client/project from geography. When nextAction is present, use exactly its group_expenses params with confirm:false, show the canonical preview, then ask for explicit confirmation before any write. Never send confirm:true from this read result alone. In accountant clientEmail mode this tool can read accepted clients but may return no executable nextAction; hand off to Review Expenses or the owner's own assistant connection to apply.

read-only

Argument	Type	Description
limit	integer	Maximum high-confidence proposals to return (default 3).
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 5,
      "minimum": 1,
      "description": "Maximum high-confidence proposals to return (default 3)."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  },
  "additionalProperties": false
}

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: ExpenseBot resolves the requested name against existing groups and proposes creating one only when needed. Use exact expenseId values returned by search_expenses. A grounded preview is automatic for every bulk request; the user does not need to ask for one. First call with confirm omitted/false, show the returned exact rows, count, totals, proposed group, exclusions, and conflicts, then ask for approval. Only after explicit user approval, repeat the same operationId and selection with confirm:true. A premature confirm:true is converted to preview. When the request includes a report, set createReport:true on that confirmed group_expenses call and use its report result; do not run a separate broader create_report query. For 'without personal expenses', set excludePersonal:true; ExpenseBot removes Personal-tagged and Personal-category rows before preview so their Personal marker is never overwritten. The confirmed operation returns exact report and Bill Client links. Expenses already assigned to another ordinary report are excluded; if none remain, no duplicate report is created and the result links to Reports instead. Keep the user-facing response concise and do not add unsolicited tax or substantiation advice. Do not call check_compliance, get_report_details, or tax/deductibility tools before or after this workflow unless the user explicitly asks for that separate analysis. In user-facing prose call the destination a group, not a tag. Treat preview totals as provisional; after confirmation use only the terminal result's exact count, total, and currency without reconciling it against the preview. A returned Bill Client URL opens the reviewed billing handoff and does not mean an invoice was created, sent, or confirmed. Sharing remains a separate share_report action with recipient confirmation.

destructive

Argument	Type	Description
undo

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.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "properties": {}
}

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; select a client in ExpenseBot to resolve items. Unavailable sources remain unknown. Each page uses the current roster; do not combine pages into a verified total.

read-only

Argument	Type	Description
page	integer	Page number; starts at 1. Use nextPage from the previous result.
limit	integer	Client workspaces per page; default and maximum 5.
period	string	Calendar month YYYY-MM; defaults to the last completed UTC month.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Page number; starts at 1. Use nextPage from the previous result."
    },
    "limit": {
      "type": "integer",
      "maximum": 5,
      "minimum": 1,
      "description": "Client workspaces per page; default and maximum 5."
    },
    "period": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}$",
      "description": "Calendar month YYYY-MM; defaults to the last completed UTC month."
    }
  },
  "additionalProperties": false
}

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', 'overdue', 'needs_review', 'paid', 'void', 'superseded', or 'all'. Returns invoice numbers, status, totals by currency, delivery state, and private document links. Read-only.

read-only

Argument	Type	Description
limit	number	Max invoices to return (default 25, max 100).
status	string	Filter by invoice status (default active/outstanding).
clientName	string	Optional: exact client name (case-insensitive).
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "Max invoices to return (default 25, max 100)."
    },
    "status": {
      "enum": [
        "active",
        "open",
        "overdue",
        "needs_review",
        "paid",
        "void",
        "superseded",
        "all"
      ],
      "type": "string",
      "description": "Filter by invoice status (default active/outstanding)."
    },
    "clientName": {
      "type": "string",
      "description": "Optional: exact client name (case-insensitive)."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "properties": {}
}

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 organization, mapping, preview, and final confirmation.

read-only

Argument	Type	Description
page	integer	One-based results page to return.
limit	integer	Maximum reports to return on this page.
filter	string	Optional report-status filter; All returns every authorized status.
clientEmail	string	Client account email. Accountants may use this only for an accepted ExpenseBot client.

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "page": {
      "type": "integer",
      "default": 1,
      "description": "One-based results page to return."
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "description": "Maximum reports to return on this page."
    },
    "filter": {
      "enum": [
        "All",
        "Draft",
        "Submitted",
        "Shared"
      ],
      "type": "string",
      "default": "All",
      "description": "Optional report-status filter; All returns every authorized status."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

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 when the intended existing name is unclear.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "properties": {}
}

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.

destructive

Argument	Type	Description
paidVia	string	Optional payment method or source, such as bank transfer or check.
paidDate*	string	Calendar-valid payment date in YYYY-MM-DD format.
invoiceId*	string	Stable invoice ID from list_client_invoices.
paidAmount	number	Optional amount received.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "invoiceId",
    "paidDate"
  ],
  "properties": {
    "paidVia": {
      "type": "string",
      "description": "Optional payment method or source, such as bank transfer or check."
    },
    "paidDate": {
      "type": "string",
      "format": "date",
      "description": "Calendar-valid payment date in YYYY-MM-DD format."
    },
    "invoiceId": {
      "type": "string",
      "description": "Stable invoice ID from list_client_invoices."
    },
    "paidAmount": {
      "type": "number",
      "minimum": 0,
      "description": "Optional amount received."
    }
  }
}

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, ...}

read-only

Argument	Type	Description
text*	string	Natural language expense (e.g., "Coffee at Starbucks $6.50 yesterday")

Input schema (JSON)

{
  "type": "object",
  "required": [
    "text"
  ],
  "properties": {
    "text": {
      "type": "string",
      "description": "Natural language expense (e.g., \"Coffee at Starbucks $6.50 yesterday\")"
    }
  }
}

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 call create_client_invoice after explicit confirmation. It reserves the invoice number and preview for 30 minutes but creates no invoice, document, Income row, email, or payment.

Argument	Type	Description
taxPct	number	Tax percentage applied after markup and custom line items; use 0 for no tax.
reportId*	string	Saved ExpenseBot report ID to invoice.
taxLabel	string	Tax label such as HST, GST, or VAT.
issueDate*	string	Calendar-valid invoice date in YYYY-MM-DD format.
markupPct	number	Markup applied only to rebilled expense rows.
clientName*	string	Full client or business name shown on the invoice.
receiptIds	array	Optional exact report receipt IDs. Defaults to every current report expense.
billToEmail

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.

Argument	Type	Description
emailIds*	array	Gmail message IDs to process as receipts
accountEmail	string	Optional: which Gmail account to use (for users with multiple linked accounts)

Input schema (JSON)

{
  "type": "object",
  "required": [
    "emailIds"
  ],
  "properties": {
    "emailIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Gmail message IDs to process as receipts"
    },
    "accountEmail": {
      "type": "string",
      "description": "Optional: which Gmail account to use (for users with multiple linked accounts)"
    }
  }
}

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 write: after the user approves, it creates one deduplicated request bound to the authenticated ExpenseBot account and emails ExpenseBot's internal team. It does not create an integration or make the requested package immediately available. On accepted or previously recorded requests, tell the user ExpenseBot will email them within one week with an update.

Argument	Type	Description
packageName*	string	Exact accounting package requested by the user.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "packageName"
  ],
  "properties": {
    "packageName": {
      "type": "string",
      "description": "Exact accounting package requested by the user."
    }
  }
}

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_years instead; to check a scan's progress use get_scan_status.

Argument	Type	Description
endDate	string	Optional: explicit end date (YYYY-MM-DD)
startDate	string	Optional: explicit start date (YYYY-MM-DD) instead of lookbackDays
accountEmail	string	Optional: which Gmail account to scan
lookbackDays	integer	How many days back to scan (default 60, max depends on subscription)

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "endDate": {
      "type": "string",
      "format": "date",
      "description": "Optional: explicit end date (YYYY-MM-DD)"
    },
    "startDate": {
      "type": "string",
      "format": "date",
      "description": "Optional: explicit start date (YYYY-MM-DD) instead of lookbackDays"
    },
    "accountEmail": {
      "type": "string",
      "description": "Optional: which Gmail account to scan"
    },
    "lookbackDays": {
      "type": "integer",
      "default": 60,
      "description": "How many days back to scan (default 60, max depends on subscription)"
    }
  }
}

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 rest queue one at a time (each full period typically takes hours; the app may close). Preview without confirmStart (no scan starts), ask the user to confirm, then start with confirmStart:true. For recent receipts (~60 days), use scan_gmail. The in-progress period cannot be year-scanned; use get_scan_status for progress.

Argument	Type	Description
years*	array	Completed periods; ending year for eligible tax-year accounts (2025 = 2024–25), calendar year otherwise. Max 10.
accountEmail	string	Optional: which connected Gmail inbox to scan (multi-inbox users). Defaults to the primary.
confirmStart	boolean	Omit or false = preview only (no scan starts). Must be exactly true to start scanning.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "years"
  ],
  "properties": {
    "years": {
      "type": "array",
      "items": {
        "type": "number"
      },
      "description": "Completed periods; ending year for eligible tax-year accounts (2025 = 2024–25), calendar year otherwise. Max 10."
    },
    "accountEmail": {
      "type": "string",
      "description": "Optional: which connected Gmail inbox to scan (multi-inbox users). Defaults to the primary."
    },
    "confirmStart": {
      "type": "boolean",
      "description": "Omit or false = preview only (no scan starts). Must be exactly true to start scanning."
    }
  }
}

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.

read-only

Argument	Type	Description
query*	string	Natural language search (e.g., 'Uber rides in March', 'Q1 client report', 'mileage Acme')

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "description": "Natural language search (e.g., 'Uber rides in March', 'Q1 client report', 'mileage Acme')"
    }
  }
}

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 searches. Use the optional query parameter for deterministic natural-language recall over merchant, city/location, Notes (including receipt items, delivery source, payer, and Business purpose), Tag, and category. Each matching result includes matchedFields and a short matchReason so you can explain why it was selected. When several rows plausibly match, a disambiguation list is returned; each option carries the exact expenseId. Structured filters (categories, merchants, dateRange, tags, minAmount, maxAmount) combine with the query using AND semantics. Each result includes expenseId, the exact durable Receipt ID required by update_expense.

read-only

Argument	Type	Description
tags	array	Filter by tags
limit	integer	Results per page (default 20, maximum 50)
query	string	Optional natural-language recall over the user's existing expense fields (merchant, city/location, Notes including receipt items, delivery source, payer, and Business purpose, Tag, category). Deterministic case-insensitive matching — no embeddings or model classifiers. Combine with structured filters using AND semantics. Examples: 'Tribeca restaurant', 'Bodewell project hardware store', 'client dinner note'.
cursor	string	Opaque nextCursor returned by the previous search_expenses page. Reuse the same filters; never construct or edit this value.

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 for complete, detailed, or step-by-step instructions. Use the default excerpt mode for discovery and quick answers; if an excerpt is truncated, call again with fullAnswer:true before presenting complete instructions. Each result has a stable id.

read-only

Argument	Type	Description
limit	integer	Number of ranked matching articles to return (1-10).
query*	string	Search terms
fullAnswer	boolean	Set true on the first call for complete, detailed, or step-by-step instructions. Leave false for discovery or quick-answer excerpts.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "default": 5,
      "maximum": 10,
      "minimum": 1,
      "description": "Number of ranked matching articles to return (1-10)."
    },
    "query": {
      "type": "string",
      "description": "Search terms"
    },
    "fullAnswer": {
      "type": "boolean",
      "default": false,
      "description": "Set true on the first call for complete, detailed, or step-by-step instructions. Leave false for discovery or quick-answer excerpts."
    }
  }
}

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 returns the complete proposal plus proposalId. NOTHING is posted in step 1. Show the complete proposal and ask for approval. STEP 2: call with only provider, proposalId, and confirm:true. The server posts only the frozen, account-bound proposal, revalidates live state, and rejects changed reports or mappings. Never add mapping fields to the confirmation call. Owner accounts only; acting for a client is not supported. Agent-driven posting is currently available only for Zoho Books (zoho_books); QuickBooks Online, Xero, Wave, and FreeAgent are intentionally not accepted by this tool yet because their previews cannot freeze/revalidate the canonical provider plan that shareReport executes. Use those providers' web flows until they satisfy the full push contract.

Argument	Type	Description
mode	string	Step 1 only (Zoho Books): automatic document treatment, paid expenses, or bills.
confirm	boolean	Step 2 only: true posts the exact staged proposal. No other options may change.
provider*	string	Accounting destination provider. Agent-driven posting is currently available only for Zoho Books.
reportId	string	Step 1 only: ExpenseBot report ID owned by the signed-in account.
proposalId	string	Step 2 only: proposalId returned by the read-only preview.

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 ongoing accounting access; it creates the established accountant relationship and broader report-management workflow.

destructive

Argument	Type	Description
reportId*	string
recipients*	array
recipientRole	string	Use reviewer for report-only approval. Use accountant only for explicit ongoing accountant access.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "reportId",
    "recipients"
  ],
  "properties": {
    "reportId": {
      "type": "string"
    },
    "recipients": {
      "type": "array",
      "items": {
        "type": "string",
        "format": "email"
      }
    },
    "recipientRole": {
      "enum": [
        "reviewer",
        "accountant"
      ],
      "type": "string",
      "default": "reviewer",
      "description": "Use reviewer for report-only approval. Use accountant only for explicit ongoing accountant access."
    }
  }
}

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 storage, and processed by AI to extract vendor, amount, date, tax, and category. The expense appears in the user's spreadsheet in about 1-3 minutes, and longer for PDFs or large batches. Handles images and PDFs, mixed together in one batch. TO SEND FILES (preferred, and required for PDFs): call this tool with filesToUpload listing every file the user gave you. It returns one signed upload URL per file. Upload them ONE AT A TIME with an HTTP PUT, telling the user which file you just finished and how many remain, then call this tool ONCE with uploadRefs for all of them — that processes the whole set as a single batch, like the ExpenseBot web app. Do not call this tool once per file. Use the photo parameter for one image or PDF attached in ChatGPT. MCP clients that cannot supply file references may use photoBase64 for one small image; use the upload flow for large files or batches. Optional note and tag values use the same receipt metadata path as ExpenseBot's camera, file uploader, and forwarded-email intake. The note is stored in the Notes column (L); the tag is stored in the Tag column (K). Batch defaults apply to every file, and each uploadRefs item may override either value for that file.

Argument	Type	Description
tag	string	Batch-level project or client tag applied to every expense row. Individual files may override it. Stored in the Tag column (K) through the same path as the web receipt uploader.
note	string	Batch-level context note applied to every file in the upload. Individual files may override this with their own note. Stored through the existing receipt-note pipeline in the Notes column (L).
photo	object

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 completion of a Gmail scan job (running, queued, finished, or stuck) — a scan is not a document; use get_scan_status for that. Returns a read-only timeline from the user's lineage audit trail.

read-only

Argument	Type	Description
days	integer	How many days back to search.
limit	integer	Maximum lineage events to return.
query	string	Merchant, sender, subject, invoice number, or phrase to search for, e.g. 'Blue Rocket', 'Driversnote', 'Uber receipt'.
outcome	string	Optional processing outcome filter.
threadId	string	Gmail thread ID if known.
messageId	string	Gmail message ID if known.
receiptId	string	ExpenseBot receipt/invoice ID if known, e.g. IR-123, RO-abc, RR-456.

Input schema (JSON)

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 sheet row number as expenseId. Two-phase operation: calls with confirm omitted or false return a preview of the current→proposed change and make no change. After user confirmation, a call with confirm:true applies the proposed change. If the expense is not found, search once for a current exact expenseId; never retry the same stale ID. If a business-purpose update exceeds the Notes capacity, stop and send the user to https://www.expensebot.ai/review-expenses?source=mcp instead of retrying. Only category/tag/merchant/businessPurpose are editable — amounts, dates, and notes are not editable via the assistant. Does not create or delete rows.

destructive

Argument	Type	Description
fields*	object	Partial update object. Include one or more of these optional keys; omit every field that should remain unchanged.
confirm	boolean	Omit or false = preview only (no write). Must be exactly true to apply the change.
expenseId*	string	Exact full Receipt ID from Column Q, returned as expenseId by search_expenses.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "expenseId",
    "fields"
  ],
  "properties": {
    "fields": {
      "type": "object",
      "properties": {
        "tag": {
          "type": "string"
        },
        "category": {
          "type": "string"
        },
        "merchant": {
          "type": "string"
        },
        "businessPurpose": {
          "type": "string"
        }
      },
      "description": "Partial update object. Include one or more of these optional keys; omit every field that should remain unchanged.",
      "maxProperties": 4,
      "minProperties": 1,
      "additionalProperties": false
    },
    "confirm": {
      "type": "boolean",
      "description": "Omit or false = preview only (no write). Must be exactly true to apply the change."
    },
    "expenseId": {
      "type": "string",
      "description": "Exact full Receipt ID from Column Q, returned as expenseId by search_expenses."
    }
  }
}

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 subscription'. Requires at least 3 months of income history — otherwise returns insufficient_data rather than a guess.

read-only

Argument	Type	Description
deltaMonthly*	number	The new recurring monthly cost being considered, in the user's home currency

Input schema (JSON)

{
  "type": "object",
  "required": [
    "deltaMonthly"
  ],
  "properties": {
    "deltaMonthly": {
      "type": "number",
      "minimum": 0,
      "description": "The new recurring monthly cost being considered, in the user's home currency"
    }
  }
}

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 baseline. Use for questions like 'what if Acme Corp pays 30 days late' or 'what happens if I lose my biggest client'. Client identity is matched against the Income tab's tag/source/description fields — best effort, not a guaranteed match.

read-only

Argument	Type	Description
mode*	string	'late30' = shift open invoices 30 days late; 'gone' = client stops paying entirely
clientName*	string	The client's name as it appears on invoices or income rows

Input schema (JSON)

{
  "type": "object",
  "required": [
    "clientName",
    "mode"
  ],
  "properties": {
    "mode": {
      "enum": [
        "late30",
        "gone"
      ],
      "type": "string",
      "description": "'late30' = shift open invoices 30 days late; 'gone' = client stops paying entirely"
    },
    "clientName": {
      "type": "string",
      "description": "The client's name as it appears on invoices or income rows"
    }
  }
}

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'.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "properties": {}
}

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "tag": {
      "type": "string",
      "description": "Optional client/project tag for staged or confirmed rows."
    },
    "confirm": {
      "type": "boolean",
      "description": "Step 2: true writes the staged selection only after user approval."
    },
    "csvText": {
      "type": "string",
      "description": "Step 1 inline CSV/TSV/text fallback; ChatGPT should use csvContent."
    },
    "bulkNote": {
      "type": "string",
      "description": "Step 2 note prepended to confirmed rows (max 120 characters)."
    },
    "rowEdits": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "index",
          "fields"
        ],
        "properties": {
          "index": {
            "type": "integer",
            "minimum": 0,
            "description": "Preview row index"
          },
          "fields": {
            "type": "object",
            "properties": {
              "tag": {
                "type": [
                  "string",
                  "number",
                  "boolean",
                  "null"
                ],
                "description": "Client/project tag."
              },
              "date": {
                "type": "string",
                "description": "ISO YYYY-MM-DD calendar date."
              },
              "fees": {
                "type": [
                  "number",
                  "string",
                  "boolean",
                  "null"
                ],
                "description": "Non-negative platform fees."
              },
              "notes": {
                "type": [
                  "string",
                  "number",
                  "boolean",
                  "null"
                ],
                "description": "Income notes."
              },
              "amount": {
                "type": [
                  "number",
                  "string",
                  "boolean"
                ],
                "description": "Non-zero income amount."
              },
              "source": {
                "type": [
                  "string",
                  "number",
                  "boolean"
                ],
                "description": "Income source label."
              },
              "category": {
                "type": [
                  "string",
                  "number",
                  "boolean",
                  "null"
                ],
                "description": "Income category."
              },
              "currency": {
                "type": [
                  "string",
                  "number",
                  "boolean",
                  "null"
                ],
                "description": "Currency code."
              },
              "reference": {
                "type": [
                  "string",
                  "number",
                  "boolean",
                  "null"
                ],
                "description": "Income reference."
              },
              "description": {
                "type": [
                  "string",
                  "number",
                  "boolean",
                  "null"
                ],
                "description": "Income description."
              },
              "taxCollected": {
                "type": [
                  "number",
                  "string",
                  "boolean",
                  "null"
                ],
                "description": "Non-negative collected tax."
              },
              "paymentMethod": {
                "type": [
                  "string",
                  "number",
                  "boolean",
                  "null"
                ],
                "description": "Payment rail."
              }
            },
            "description": "Only approved replacements on this staged row.",
            "additionalProperties": false
          }
        }
      },
      "maxItems": 50,
      "description": "Step 2 approved edits; at most 50 selected preview rows."
    },
    "previewId": {
      "type": "string",
      "description": "Step 2 ID returned by the unexpired preview."
    },
    "csvContent": {
      "type": "object",
      "required": [
        "download_url",
        "file_id"
      ],
      "properties": {
        "file_id": {
          "type": "string",
          "description": "Attachment identifier supplied by ChatGPT."
        },
        "file_name": {
          "type": "string",
          "description": "Original attachment filename supplied by ChatGPT."
        },
        "mime_type": {
          "type": "string",
          "description": "Attachment MIME type supplied by ChatGPT."
        },
        "download_url": {
          "type": "string",
          "format": "uri",
          "description": "Temporary HTTPS URL supplied by ChatGPT for downloading the attachment."
        }
      },
      "description": "Step 1 ChatGPT attachment; securely downloaded and decoded."
    },
    "paymentMethod": {
      "type": "string",
      "description": "Fallback payment rail only when absent from the parsed row."
    },
    "keepBothIndexes": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Step 2 duplicate indexes the user explicitly approved keeping."
    },
    "selectedIndexes": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Step 2 preview row indexes to write; omit for all staged rows."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "tag": {
      "type": "string",
      "description": "Optional client/project tag. In step 1 it pre-fills the staged rows; in step 2 it applies to the confirmed selection."
    },
    "photo": {
      "type": "object",
      "required": [
        "download_url",
        "file_id"
      ],
      "properties": {
        "file_id": {
          "type": "string",
          "description": "Attachment identifier supplied by ChatGPT."
        },
        "file_name": {
          "type": "string",
          "description": "Original attachment filename supplied by ChatGPT."
        },
        "mime_type": {
          "type": "string",
          "description": "Attachment MIME type supplied by ChatGPT."
        },
        "download_url": {
          "type": "string",
          "format": "uri",
          "description": "Temporary HTTPS URL supplied by ChatGPT for downloading the attachment."
        }
      },
      "description": "Attached image or PDF supplied by ChatGPT for step 1. The server downloads and parses the attachment securely."
    },
    "confirm": {
      "type": "boolean",
      "description": "Step 2 only: true writes the staged rows. Omit it (with previewId absent) to parse and preview without writing."
    },
    "bulkNote": {
      "type": "string",
      "description": "Step 2 only: one note (max 120 chars) prepended to every confirmed row's Notes, same as the app's 'Add note to all entries'."
    },
    "mimeType": {
      "enum": [
        "image/jpeg",
        "image/png",
        "image/webp",
        "image/heic",
        "image/heif",
        "application/pdf"
      ],
      "type": "string",
      "description": "MIME type of the file (default: image/jpeg)"
    },
    "rowEdits": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "index",
          "fields"
        ],
        "properties": {
          "index": {
            "type": "integer",
            "description": "Preview row index"
          },
          "fields": {
            "type": "object",
            "description": "Only the user-approved income fields to replace on this staged row: date, source, amount, currency, category, paymentMethod, description, notes, reference, fees, taxCollected, or tag.",
            "additionalProperties": true
          }
        }
      },
      "description": "Step 2 only: user-approved corrections, at most 50 rows. Fields: date (ISO YYYY-MM-DD), source, amount, currency, category, paymentMethod, description, notes, reference, fees, taxCollected, tag."
    },
    "previewId": {
      "type": "string",
      "description": "Step 2 only: the previewId returned by the step-1 call."
    },
    "photoBase64": {
      "type": "string",
      "description": "Legacy fallback for MCP clients that send complete image/PDF bytes as base64. ChatGPT should use photo."
    },
    "paymentMethod": {
      "type": "string",
      "description": "Fallback payment rail for rows where the parser found none (Cash, Check, Bank transfer, Wallet app, Credit/Debit card, Payment processor, or Other)."
    },
    "keepBothIndexes": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Step 2 only: preview indexes of duplicate-flagged rows the user explicitly wants to keep anyway (the app's 'Keep Both')."
    },
    "selectedIndexes": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Step 2 only: preview row indexes to write. Omit to write all staged rows."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "required": [
    "operationId"
  ],
  "properties": {
    "undo": {
      "type": "boolean",
      "description": "Undo a completed correction within its Undo window."
    },
    "change": {
      "type": "object",
      "oneOf": [
        {
          "required": [
            "category"
          ],
          "properties": {
            "type": {
              "const": "category"
            }
          }
        },
        {
          "required": [
            "businessPurpose"
          ],
          "properties": {
            "type": {
              "const": "businessPurpose"
            }
          }
        },
        {
          "required": [
            "attendees"
          ],
          "properties": {
            "type": {
              "const": "attendees"
            }
          }
        }
      ],
      "required": [
        "type"
      ],
      "properties": {
        "type": {
          "enum": [
            "category",
            "businessPurpose",
            "attendees"
          ],
          "type": "string",
          "description": "The one correction kind to apply to every exact selected expense."
        },
        "category": {
          "type": "string",
          "description": "Configured expense category to apply when type is category."
        },
        "attendees": {
          "type": "array",
          "items": {
            "type": "string"
          },
          "maxItems": 25,
          "minItems": 1,
          "description": "Attendee names explicitly supplied by the user when type is attendees; never infer names."
        },
        "attendeeMode": {
          "enum": [
            "add",
            "replace"
          ],
          "type": "string",
          "description": "Use add unless the user explicitly asks to replace existing attendees."
        },
        "businessPurpose": {
          "type": "string",
          "description": "User-supplied business purpose to apply when type is businessPurpose."
        }
      },
      "description": "Exactly one correction. The selected type determines which matching value field is required.",
      "additionalProperties": false
    },
    "status": {
      "type": "boolean",
      "description": "Read operation status using operationId."
    },
    "confirm": {
      "type": "boolean",
      "description": "Omit/false for preview; true only after explicit approval."
    },
    "selection": {
      "type": "object",
      "required": [
        "items"
      ],
      "properties": {
        "items": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "receiptId"
            ],
            "properties": {
              "expected": {
                "type": "object",
                "properties": {
                  "notes": {
                    "type": "string",
                    "description": "Current structured Notes value observed before preview for conflict detection."
                  },
                  "category": {
                    "type": "string",
                    "description": "Current category observed before preview for conflict detection."
                  }
                },
                "description": "Optional optimistic-concurrency values copied from the search result.",
                "additionalProperties": false
              },
              "receiptId": {
                "type": "string",
                "description": "Exact full expenseId/Column-Q receipt identity from search_expenses."
              }
            },
            "additionalProperties": false
          },
          "maxItems": 100,
          "minItems": 1,
          "description": "One exact receipt identity per selected expense; never broaden this list after preview."
        }
      },
      "description": "Exact expenses returned by search_expenses and approved for this bounded correction.",
      "additionalProperties": false
    },
    "operationId": {
      "type": "string",
      "pattern": "^expense-bulk:[a-zA-Z0-9_-]{8,100}$",
      "description": "Stable idempotency key generated once for preview and reused unchanged."
    }
  },
  "additionalProperties": false
}

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Existing ExpenseBot groups to include, such as a client, project, project code, property, or trip. Use list_tags first when uncertain."
    },
    "title": {
      "type": "string",
      "description": "Custom report title"
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    },
    "shareWith": {
      "type": "array",
      "items": {
        "type": "string",
        "format": "email"
      },
      "description": "Email addresses to share the report with"
    },
    "categories": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional configured expense categories to include in the report."
    },
    "excludedTags": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Existing ExpenseBot groups to exclude from the report."
    },
    "recipientRole": {
      "enum": [
        "reviewer",
        "accountant"
      ],
      "type": "string",
      "default": "reviewer",
      "description": "Access for every shareWith recipient. Use reviewer for one-report review, comments, approval, or change requests. Use accountant only when the user explicitly wants ongoing report management and accounting-software access."
    },
    "excludePersonal": {
      "type": "boolean",
      "description": "Exclude expenses whose Tag is Personal or whose Expense Category is Personal."
    },
    "excludedCategories": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Expense categories to exclude from the report."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "required": [
    "operationId"
  ],
  "properties": {
    "undo": {
      "type": "boolean",
      "description": "Undo a completed correction within its Undo window."
    },
    "change": {
      "type": "object",
      "oneOf": [
        {
          "required": [
            "category"
          ],
          "properties": {
            "type": {
              "const": "category"
            }
          }
        },
        {
          "required": [
            "businessPurpose"
          ],
          "properties": {
            "type": {
              "const": "businessPurpose"
            }
          }
        },
        {
          "required": [
            "attendees"
          ],
          "properties": {
            "type": {
              "const": "attendees"
            }
          }
        }
      ],
      "required": [
        "type"
      ],
      "properties": {
        "type": {
          "enum": [
            "category",
            "businessPurpose",
            "attendees"
          ],
          "type": "string",
          "description": "The one correction kind to apply to every exact selected expense."
        },
        "category": {
          "type": "string",
          "description": "Configured expense category to apply when type is category."
        },
        "attendees": {
          "type": "array",
          "items": {
            "type": "string"
          },
          "maxItems": 25,
          "minItems": 1,
          "description": "Attendee names explicitly supplied by the user when type is attendees; never infer names."
        },
        "attendeeMode": {
          "enum": [
            "add",
            "replace"
          ],
          "type": "string",
          "description": "Use add unless the user explicitly asks to replace existing attendees."
        },
        "businessPurpose": {
          "type": "string",
          "description": "User-supplied business purpose to apply when type is businessPurpose."
        }
      },
      "description": "Exactly one correction. The selected type determines which matching value field is required.",
      "additionalProperties": false
    },
    "status": {
      "type": "boolean",
      "description": "Read operation status using operationId."
    },
    "confirm": {
      "type": "boolean",
      "description": "Omit/false for preview; true only after explicit approval."
    },
    "selection": {
      "type": "object",
      "required": [
        "items"
      ],
      "properties": {
        "items": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "receiptId"
            ],
            "properties": {
              "expected": {
                "type": "object",
                "properties": {
                  "notes": {
                    "type": "string",
                    "description": "Current structured Notes value observed before preview for conflict detection."
                  },
                  "category": {
                    "type": "string",
                    "description": "Current category observed before preview for conflict detection."
                  }
                },
                "description": "Optional optimistic-concurrency values copied from the search result.",
                "additionalProperties": false
              },
              "receiptId": {
                "type": "string",
                "description": "Exact full expenseId/Column-Q receipt identity from search_expenses."
              }
            },
            "additionalProperties": false
          },
          "maxItems": 100,
          "minItems": 1,
          "description": "One exact receipt identity per selected expense; never broaden this list after preview."
        }
      },
      "description": "Exact expenses returned by search_expenses and approved for this bounded correction.",
      "additionalProperties": false
    },
    "operationId": {
      "type": "string",
      "pattern": "^expense-bulk:[a-zA-Z0-9_-]{8,100}$",
      "description": "Stable idempotency key generated once for preview and reused unchanged."
    }
  },
  "additionalProperties": false
}

Input schema (JSON)

{
  "type": "object",
  "required": [
    "operationId"
  ],
  "properties": {
    "undo": {
      "type": "boolean",
      "description": "Undo a completed grouping within its undo window."
    },
    "group": {
      "type": "object",
      "required": [
        "kind",
        "name"
      ],
      "properties": {
        "kind": {
          "enum": [
            "client",
            "project",
            "trip",
            "job",
            "group"
          ],
          "type": "string",
          "description": "How to label the destination in user-facing confirmation text."
        },
        "name": {
          "type": "string",
          "description": "The group name in the user's own words."
        }
      },
      "description": "The user-named destination group to apply to every eligible selected expense.",
      "additionalProperties": false
    },
    "status": {
      "type": "boolean",
      "description": "Read operation status using operationId."
    },
    "confirm": {
      "type": "boolean",
      "description": "Omit/false for preview; true only after explicit approval."
    },
    "selection": {
      "type": "object",
      "required": [
        "items"
      ],
      "properties": {
        "items": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "receiptId"
            ],
            "properties": {
              "expected": {
                "type": "object",
                "properties": {
                  "tag": {
                    "type": "string",
                    "description": "Current group/tag value observed before preview; an empty string means ungrouped."
                  }
                },
                "description": "Optional current state copied from search results for conflict detection.",
                "additionalProperties": false
              },
              "receiptId": {
                "type": "string",
                "description": "Exact full expenseId/Column-Q receipt identity."
              }
            },
            "additionalProperties": false
          },
          "maxItems": 500,
          "minItems": 1,
          "description": "One exact receipt identity per selected expense; never broaden this list after preview."
        }
      },
      "description": "Exact expenses returned by search_expenses and approved for this bounded operation.",
      "additionalProperties": false
    },
    "operationId": {
      "type": "string",
      "pattern": "^expense-bulk:[a-zA-Z0-9_-]{8,100}$",
      "description": "Stable idempotency key generated once for the preview and reused unchanged."
    },
    "reportTitle": {
      "type": "string",
      "description": "Optional title when createReport is true; otherwise ExpenseBot derives one from the group."
    },
    "createReport": {
      "type": "boolean",
      "description": "Create a report from the exact eligible grouped expenses."
    },
    "excludedTags": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Existing groups to exclude before preview and grouping."
    },
    "approveNewGroup": {
      "type": "boolean",
      "description": "True only when the preview says a new group is required."
    },
    "excludePersonal": {
      "type": "boolean",
      "description": "Exclude Personal-tagged and Personal-category expenses from both grouping and the exact report."
    },
    "excludedCategories": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Expense categories to exclude before preview and grouping."
    }
  },
  "additionalProperties": false
}

Input schema (JSON)

{
  "type": "object",
  "required": [
    "reportId",
    "clientName",
    "issueDate"
  ],
  "properties": {
    "taxPct": {
      "type": "number",
      "maximum": 100,
      "minimum": 0,
      "description": "Tax percentage applied after markup and custom line items; use 0 for no tax."
    },
    "reportId": {
      "type": "string",
      "description": "Saved ExpenseBot report ID to invoice."
    },
    "taxLabel": {
      "type": "string",
      "description": "Tax label such as HST, GST, or VAT."
    },
    "issueDate": {
      "type": "string",
      "format": "date",
      "description": "Calendar-valid invoice date in YYYY-MM-DD format."
    },
    "markupPct": {
      "type": "number",
      "maximum": 100,
      "minimum": 0,
      "description": "Markup applied only to rebilled expense rows."
    },
    "clientName": {
      "type": "string",
      "description": "Full client or business name shown on the invoice."
    },
    "receiptIds": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional exact report receipt IDs. Defaults to every current report expense."
    },
    "billToEmail": {
      "type": "string",
      "description": "Optional client email printed on the invoice. This does not send email."
    },
    "paymentTerms": {
      "enum": [
        "due_on_receipt",
        "net7",
        "net14",
        "net15",
        "net30",
        "net45",
        "net60"
      ],
      "type": "string",
      "description": "Invoice due terms. Defaults to the client's billing profile or net30."
    },
    "clientAddress": {
      "type": "string",
      "description": "Optional billing address printed in the invoice's Bill To section."
    },
    "invoiceNumber": {
      "type": "string",
      "description": "Optional custom invoice number. ExpenseBot allocates one when omitted."
    },
    "advanceApplied": {
      "type": "number",
      "minimum": 0,
      "description": "Verified client advance to apply against this invoice."
    },
    "customLineItems": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "amount"
        ],
        "properties": {
          "amount": {
            "type": "number",
            "description": "Positive amount for this fee or service line in the invoice currency.",
            "exclusiveMinimum": 0
          },
          "description": {
            "type": "string",
            "description": "User-approved fee or service description shown on the invoice."
          }
        }
      },
      "maxItems": 25,
      "description": "Optional fee/service lines. They are taxed but never marked up."
    },
    "mentionSupportingReceipts": {
      "type": "boolean",
      "description": "When true, note on the invoice that supporting receipts are available."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "properties": {
    "tags": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Filter by tags"
    },
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 50,
      "minimum": 1,
      "description": "Results per page (default 20, maximum 50)"
    },
    "query": {
      "type": "string",
      "description": "Optional natural-language recall over the user's existing expense fields (merchant, city/location, Notes including receipt items, delivery source, payer, and Business purpose, Tag, category). Deterministic case-insensitive matching — no embeddings or model classifiers. Combine with structured filters using AND semantics. Examples: 'Tribeca restaurant', 'Bodewell project hardware store', 'client dinner note'."
    },
    "cursor": {
      "type": "string",
      "description": "Opaque nextCursor returned by the previous search_expenses page. Reuse the same filters; never construct or edit this value."
    },
    "dateRange": {
      "oneOf": [
        {
          "type": "object",
          "title": "Specific month",
          "required": [
            "type",
            "month",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "month"
            },
            "year": {
              "type": "integer",
              "description": "4-digit year (e.g., 2026)"
            },
            "month": {
              "type": "string",
              "description": "Month name or 1-12 (e.g., 'March' or '3')"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Quarter of a year",
          "required": [
            "type",
            "quarter",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "quarter"
            },
            "year": {
              "type": "integer"
            },
            "quarter": {
              "type": "integer",
              "maximum": 4,
              "minimum": 1
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Full year",
          "required": [
            "type",
            "year"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "year"
            },
            "year": {
              "type": "integer"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Specific date range",
          "required": [
            "type",
            "start",
            "end"
          ],
          "properties": {
            "end": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            },
            "type": {
              "type": "string",
              "const": "specific"
            },
            "start": {
              "type": "string",
              "format": "date",
              "description": "ISO date YYYY-MM-DD (inclusive)"
            }
          },
          "additionalProperties": false
        },
        {
          "type": "object",
          "title": "Relative natural-language range",
          "required": [
            "type",
            "value"
          ],
          "properties": {
            "type": {
              "type": "string",
              "const": "relative"
            },
            "value": {
              "type": "string",
              "description": "Relative range phrase, e.g., 'last month', 'YTD', 'this quarter', 'last 7 days'"
            }
          },
          "additionalProperties": false
        }
      ],
      "description": "Time period filter. Use exactly one variant — pick the shape that matches the user's phrasing."
    },
    "maxAmount": {
      "type": "number",
      "description": "Maximum expense amount"
    },
    "merchants": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Filter by merchant names (e.g., ['Uber', 'Starbucks'])"
    },
    "minAmount": {
      "type": "number",
      "description": "Minimum expense amount"
    },
    "categories": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Filter by expense categories (e.g., ['Travel', 'Meals'])"
    },
    "hasReceipt": {
      "type": "boolean",
      "description": "When true, return only expenses with a receipt link. When false, return only expenses without one."
    },
    "clientEmail": {
      "type": "string",
      "format": "email",
      "description": "Client account email. Accountants may use this only for an accepted ExpenseBot client."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "required": [
    "provider"
  ],
  "properties": {
    "mode": {
      "enum": [
        "auto",
        "expense",
        "bill"
      ],
      "type": "string",
      "description": "Step 1 only (Zoho Books): automatic document treatment, paid expenses, or bills."
    },
    "confirm": {
      "type": "boolean",
      "description": "Step 2 only: true posts the exact staged proposal. No other options may change."
    },
    "provider": {
      "enum": [
        "zoho_books"
      ],
      "type": "string",
      "description": "Accounting destination provider. Agent-driven posting is currently available only for Zoho Books."
    },
    "reportId": {
      "type": "string",
      "description": "Step 1 only: ExpenseBot report ID owned by the signed-in account."
    },
    "proposalId": {
      "type": "string",
      "description": "Step 2 only: proposalId returned by the read-only preview."
    },
    "forceRepush": {
      "type": "boolean",
      "description": "Step 1 only: explicitly include disclosed uncertain prior outcomes in the frozen proposal."
    },
    "taxMappings": {
      "type": "object",
      "description": "Step 1 only: observed tax-rate string to live destination tax ID overrides.",
      "additionalProperties": {
        "type": "string"
      }
    },
    "accountMappings": {
      "type": "object",
      "description": "Step 1 only: ExpenseBot category to live destination account ID overrides.",
      "additionalProperties": {
        "type": "string"
      }
    },
    "reportingTagMappings": {
      "type": "object",
      "description": "Step 1 only: ExpenseBot tag to live destination reporting-tag option.",
      "additionalProperties": {
        "type": "object",
        "required": [
          "tagId",
          "optionId"
        ],
        "properties": {
          "tagId": {
            "type": "string",
            "description": "Live accounting-provider reporting-tag ID returned in the step-1 proposal."
          },
          "optionId": {
            "type": "string",
            "description": "Live option ID belonging to tagId, returned in the step-1 proposal."
          }
        }
      }
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "tag": {
      "type": "string",
      "description": "Batch-level project or client tag applied to every expense row. Individual files may override it. Stored in the Tag column (K) through the same path as the web receipt uploader."
    },
    "note": {
      "type": "string",
      "description": "Batch-level context note applied to every file in the upload. Individual files may override this with their own note. Stored through the existing receipt-note pipeline in the Notes column (L)."
    },
    "photo": {
      "type": "object",
      "required": [
        "download_url",
        "file_id"
      ],
      "properties": {
        "file_id": {
          "type": "string",
          "description": "Attachment identifier supplied by ChatGPT."
        },
        "file_name": {
          "type": "string",
          "description": "Original attachment filename supplied by ChatGPT."
        },
        "mime_type": {
          "type": "string",
          "description": "Attachment MIME type supplied by ChatGPT."
        },
        "download_url": {
          "type": "string",
          "format": "uri",
          "description": "Temporary HTTPS URL supplied by ChatGPT for downloading the attachment."
        }
      },
      "description": "Single attached receipt image or PDF supplied by ChatGPT. For multiple files or large files, use filesToUpload and uploadRefs instead."
    },
    "filename": {
      "type": "string",
      "description": "Optional filename (e.g., 'lunch_receipt.jpg')"
    },
    "mimeType": {
      "enum": [
        "image/jpeg",
        "image/png",
        "image/heic",
        "image/webp",
        "application/pdf"
      ],
      "type": "string",
      "description": "MIME type of the file (default: image/jpeg)"
    },
    "uploadRef": {
      "type": "string",
      "description": "Single-file shorthand for uploadRefs. Use uploadRefs when there is more than one file."
    },
    "uploadRefs": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "uploadRef"
        ],
        "properties": {
          "id": {
            "type": "string",
            "description": "The id you supplied in filesToUpload."
          },
          "tag": {
            "type": "string",
            "description": "Project or client tag for this specific file. Overrides the batch-level tag and is stored in the Tag column (K)."
          },
          "note": {
            "type": "string",
            "description": "Context note for this specific file. Overrides the batch-level note if both are provided. Uses the existing receipt-note pipeline and is stored in the Notes column (L)."
          },
          "uploadRef": {
            "type": "string",
            "description": "uploadRef returned for that file."
          }
        }
      },
      "description": "Submit previously uploaded files as ONE batch. Include every uploadRef from the filesToUpload step. If any file fails validation the whole batch is rejected and nothing is processed."
    },
    "photoBase64": {
      "type": "string",
      "description": "Legacy fallback for MCP clients that send one small image as complete base64 data. ChatGPT should use photo or uploadRefs instead."
    },
    "filesToUpload": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "filename"
        ],
        "properties": {
          "id": {
            "type": "string",
            "description": "Your own identifier for this file, echoed back so you can match URLs to files. E.g. '1', '2'."
          },
          "filename": {
            "type": "string",
            "description": "Original filename, e.g. 'lunch.jpg' or 'invoice.pdf'."
          },
          "mimeType": {
            "enum": [
              "image/jpeg",
              "image/png",
              "image/heic",
              "image/heif",
              "image/webp",
              "application/pdf"
            ],
            "type": "string",
            "description": "MIME type. Must match the Content-Type header used in the PUT exactly. The real format is re-detected from the file's contents on submit, so a close guess still works."
          }
        }
      },
      "description": "Request upload URLs for one or more files. Include EVERY file the user provided in a single call. Returns one signedUrl + uploadRef per file; upload each, then call this tool again with uploadRefs."
    }
  }
}

{
  "type": "object",
  "properties": {
    "days": {
      "type": "integer",
      "default": 30,
      "maximum": 180,
      "minimum": 1,
      "description": "How many days back to search."
    },
    "limit": {
      "type": "integer",
      "default": 80,
      "maximum": 250,
      "minimum": 1,
      "description": "Maximum lineage events to return."
    },
    "query": {
      "type": "string",
      "description": "Merchant, sender, subject, invoice number, or phrase to search for, e.g. 'Blue Rocket', 'Driversnote', 'Uber receipt'."
    },
    "outcome": {
      "enum": [
        "all",
        "created",
        "skipped",
        "suggested",
        "income_routed",
        "deduped",
        "removed_as_duplicate"
      ],
      "type": "string",
      "default": "all",
      "description": "Optional processing outcome filter."
    },
    "threadId": {
      "type": "string",
      "description": "Gmail thread ID if known."
    },
    "messageId": {
      "type": "string",
      "description": "Gmail message ID if known."
    },
    "receiptId": {
      "type": "string",
      "description": "ExpenseBot receipt/invoice ID if known, e.g. IR-123, RO-abc, RR-456."
    }
  }
}