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 finance 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 financial insights.
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 finance professionals who already use AI tools in their day-to-day work:
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 - Employee can't query MCP during this first Beta phasis.
Beta access is currently read-only. MCP lets you query and analyze your data — you cannot yet create or modify records through it.
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, Admin on your Spendesk account
You have an active account on Dust or Claude
You have your OAuth credentials — provided by your Spendesk Customer Success Manager upon Beta invitation
Step 1 — Access the MCP connection page (coming)
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 (coming)
Click Generate API Key
Copy the MCP Server URL and your API Key — you will need these in the next step
Store your API key securely. It will not be shown again.
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 | Provided by your CSM |
OAuth Client Secret | Provided by your CSM |
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 → Integrations → MCP Servers
Click Add server
Paste the MCP Server URL from Spendesk
Enter your API Key
Save — Claude will now have access to your Spendesk data
Setup is designed to be frictionless. Most users are up and running in under 5 minutes.
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.
What You Can Do with Spendesk MCP
Spendesk MCP exposes your full financial data across 5 capability areas, all queryable in natural language. Here is a complete overview of what is available at Beta.
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." |
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 without any additional configuration.
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 your personal API key — 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 API key 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 retrieve 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 API Key. 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.