MCP serverio.github.TotesMagotes/mcp-server-auth

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 e

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

Import income from a CSV/TSV/text export (Stripe, PayPal, Square, Cash App, Venmo, OnlyFans, Patreon, Clips4Sale, Ko-fi, Gumroad, Etsy, Uber/Lyft/DoorDash driver exports, bank stat

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 t

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 (c

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 Persona

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 an

Look up whether a specific expense type or purchase is tax-DEDUCTIBLE (business write-off rules) based on the user's country/jurisdiction. This is a deductibility *advice* tool — u

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 dinne

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 editabl

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 tri

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

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-enc

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

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 s

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 re

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 stil

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

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

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 bac

Fetch a single expense row by its sheet row number or by its ExpenseBot expenseId (the exact Receipt ID in Column Q). Returns the row's headers + values + a labeled {header → value

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 l

Get income totals, breakdowns, and analytics from the Income tab. Covers Schedule C / T2125 income, Schedule B drill-in (interest, dividends, tax refunds, security deposits), renta

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

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). Ex

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.

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 matc

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', 'wh

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. Thi

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.

Check the authoritative status of the user's Gmail receipt scans. Returns the active scan lock, the same live phase and item progress shown by ExpenseBot's in-app status pill, queu

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,

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 t

Subscription audit — wraps the Subscription Auditor engine to find recurring charges, duplicates, price increases, and trial-conversion suspects in the user's expenses. Examples: '

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 propo

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 u

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 p

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

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 in

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

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 Ma

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 reco

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"

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

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 r

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 liste

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

Scan one or more COMPLETED PRIOR years of the user's Gmail for receipts (e.g. years:[2023] or years:[2020,2021,2022]). Long-running background job: the first eligible year starts i

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 det

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

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, Gm

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

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

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', inc

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 sh

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 exac

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 pl

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)

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%)