What is Spendesk MCP?
Spendesk MCP (Model Context Protocol) is a new capability that connects your Spendesk financial data directly to the AI tools your team already uses — through a simple, secure, read-only interface.
No more manual exports. No more switching between dashboards. Just ask a question in natural language and get instant, accurate answers about your financial operations.
In one sentence: Get all your Spendesk data, anywhere you need it, the way you want it — through a prompt.
Instead of navigating Spendesk to pull a report, you can simply ask your AI assistant:
"Show me spend by cost center for Q1 2026"
"What invoices from supplier X haven't been exported to our ERP yet?"
"What are our top 10 suppliers this quarter?"
And get a precise, real-time answer — directly in your AI tool of choice.
Who is this for?
Spendesk MCP is designed for anyone in your organization who needs fast, accurate access to financial data — without needing to navigate Spendesk manually:
Persona | What they can do |
Account Owners & Admins | Full access to spend analytics and financial reporting |
Controllers | AP aging, cash flow forecasting, payment schedules |
Accountants | Invoice tracking, VAT breakdown, audit trails |
CFOs & FP&A | Cross-period comparisons, supplier analysis, department budgets |
Role & Access:
Only AO/Admin can activate Spendesk MCP
Only AO/Controller can query data from MCP — Employees cannot query MCP during this Beta phase.
Beta access is currently read-only. MCP lets you query and analyze your data — you cannot yet create or modify records through it.
Multi-Entity Support
If your organization has multiple entities in Spendesk, MCP respects your entity structure out of the box. You can query data scoped to your organization — across entities — without any additional configuration.
Without MCP: If your group has 3 entities (e.g. France, Germany, UK), getting a consolidated view of spend means logging into each entity separately, exporting the data, and manually combining everything in a spreadsheet — every single time.
With Spendesk MCP: Simply ask "What is the total spend across all our entities in Q1 2026?" and get a consolidated answer instantly — no export, no spreadsheet, no manual reconciliation.
This makes Spendesk MCP especially powerful for groups and multi-subsidiary companies.
Supported AI Tools
At Beta launch, Spendesk MCP is available with:
AI Tool | Status |
Dust | ✅ Available now |
Claude (Anthropic) | ✅ Available now |
Gemini (Google) | Coming this summer |
ChatGPT (OpenAI) | Coming this summer |
How to Activate Spendesk MCP
Prerequisites
Before connecting, make sure:
You are an Account Owner or Admin on your Spendesk account
You have an active account on Dust or Claude
Step 1 — Access the MCP connection page
Log in to your Spendesk account
Go to Settings → Integrations → AI Connections
Click Connect MCP
If you don't see this option, your account may not yet have Beta access. Contact your Customer Success Manager or reach out to support@spendesk.com.
Step 2 — Generate your MCP credentials
Click Generate Credentials
Your OAuth Client ID and OAuth Client Secret are generated automatically — copy them, you will need them in the next step
Store these credentials securely. They will not be shown again.
What are OAuth credentials? Your OAuth Client ID and OAuth Client Secret are unique to your organization and used to authenticate the MCP connection securely. Keep them safe — treat them like a password.
Step 3 — Connect to your AI tool
If you are using Dust
Requires workspace Admin access.
In your Dust workspace, go to Spaces → Tools
Click Add Tool
In the panel that opens, click Add MCP Server
Enter the MCP Server URL:
https://public-api.spendesk.com/v1/mcpFor Authentication, select Static OAuth
For Connection type, select Personal accounts
Fill in the OAuth fields:
Field | Value |
OAuth Client ID | Generated in Step 2 (in-product flow) |
OAuth Client Secret | Generated in Step 2 (in-product flow) |
OAuth Token Endpoint | |
OAuth Authorization Endpoint |
Click Setup connection
Once confirmed, the Spendesk MCP tools are immediately available to all agents in your Dust workspace.
Shared vs Personal accounts: Choose "Personal accounts" if you want each team member to authenticate individually with their own Spendesk credentials.
If you are using Claude (Claude.ai or Claude Desktop)
Open Claude's Settings → Connectors → Customize
Click Connectors → + → Add custom connector
Paste the MCP Server URL:
https://public-api.spendesk.com/v1/mcpEnter your OAuth Client ID and OAuth Client Secret — generated in Step 2 (in-product flow)
Click Add — Claude will now have access to your Spendesk data
Click on Spendesk MCP in the Connectors list and click Connect
Step 4 — Verify the connection
Once connected, test the integration with a simple prompt in your AI tool:
"What is the total spend for my company in Q1 2026?"
If you receive a structured response with actual data from your Spendesk account, you are all set.
Dust Screen
Claude Screen
Examples of what you can do with Spendesk MCP
The following examples illustrate some of the ways you can query your Spendesk data. This list is not exhaustive — you can ask anything related to your financial operations in natural language.
Capability | What it helps you do | Use cases | Filters & grouping available | Example prompts |
Check wallet funding | Check wallet balance, available funds, allocated funds, and wallet top-ups. | Check funds, Review top-ups, Track allocation | Date range, top-up method, amount, currency | "What is our current available wallet balance?" "Show recent wallet top-ups." "How much was added to the wallet this month?" "Were there any wallet top-ups by wire transfer last week?" "Do we have enough available balance for upcoming payments?" |
Track payables and settlements | Review payable and settlement details, such as due dates, statuses, and supporting documents. Understand what is unpaid, overdue, upcoming, or already settled. | Track spend, Find documentary evidence | Date range, due date, status, supplier, amount, currency, payable type, settlement status, settlement date | "Show all overdue payables by supplier." "Which payables are due in the next 30 days?" "List unpaid invoices over €5,000." "Find the attachment for this payable." "Which payables were settled this month?" |
Review purchase orders | Track purchase orders, amounts, dates, items, suppliers, and other details. Understand what has been requested or ordered. | Track POs, Review delivery | Date range, status, supplier, requester, amount, currency, item, purchase order ID | "Show purchase orders created this month." "List open purchase orders over €10,000." "Which purchase orders are linked to this supplier?" "What items were included in this purchase order?" "Summarize purchase order activity for Q1." |
Look up suppliers and users | Look up company users and suppliers for reporting, ownership, approval context, supplier analysis, and spend investigations. | Supplier analysis, Spend investigations | User name, user role, user status, supplier name, supplier status | "Find this supplier in Spendesk." "Show supplier details for Acme Ltd." "List suppliers paid this quarter." "Which users are linked to spend in this period?" |
Analyse spend dimensions | Break down spend by reporting dimensions such as cost centres, expense categories, and analytical fields. | Break down spend, Analyse top suppliers | Cost centre, expense category, analytical field, analytical field value, active or inactive status | "Show total spend by supplier in Q1." "Break down spend by cost centre for last month." "Show the top 10 suppliers by spend this year." "Compare travel spend by department." |
What MCP Cannot Do (Yet)
During the Beta, Spendesk MCP is read-only. This means:
Not available at Beta | Coming after GA |
Creating or approving expenses | ✓ Planned |
Modifying invoices or payments | ✓ Planned |
Managing users or roles | ✓ Planned |
Triggering approval workflows | ✓ Planned |
Write capabilities (action tools) are on the roadmap for after General Availability.
Security & Data Privacy
Read-only access: MCP cannot modify, create, or delete any data in your Spendesk account
Authenticated: All requests are authenticated via OAuth — your data is never shared with other accounts
Scoped to your organization: The MCP connection only exposes data belonging to your Spendesk organization
You stay in control: You can revoke your MCP credentials at any time from Settings → Integrations → AI Connections
Frequently Asked Questions
Can I use Spendesk MCP without Dust or Claude?
During the Beta, only Dust and Claude are supported. Gemini and ChatGPT will be added this summer.
Is there a cost for using MCP during the Beta?
No. MCP access is free throughout the Beta program.
Does everybody can access MCP data in my company?
Once MCP activated, AO & Controllers will be able to retrieve data from MCP. If you want to be more granular and the data that can, can't be retrieved by some users you can use built-in permission group from your LLM-client (Dust, Claude,...).
What data can MCP access?
MCP has access to your company's financial data in Spendesk: wallet balances, payables, settlements, purchase orders, suppliers, users, cost centres, expense categories, and analytical fields. It respects your existing entity and permission structure.
My question returned unexpected results — what should I do?
Try rephrasing your question with more specific parameters (e.g. include a date range, currency, supplier name, or entity). If the issue persists, contact support or your Customer Success Manager.
How do I disconnect MCP?
Go to Settings → Integrations → AI Connections and click Revoke credentials. This immediately cuts off the connection.
Need Help?
In-app chat: Click the chat bubble in the bottom right of your Spendesk account
Email support: support@spendesk.com
Your Customer Success Manager: Reach out directly for onboarding support
Spendesk MCP is currently in closed Beta. Features and supported tools are subject to change. For the latest updates, check your email or ask your Customer Success Manager.