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Use your AI assistant with your own Spendesk account (Requesters)

Connect Claude, ChatGPT, Dust, Langdock or Copilot to your Spendesk account and ask about your cards, payments, missing receipts and requests — in plain language.

You use Spendesk to pay with your card, submit expenses and make requests. With Spendesk MCP, you can also ask your AI assistant about them, in plain language, without opening Spendesk:

  • "How much is left on my cards this month?"

  • "Which of my card payments are still missing a receipt?"

  • "Why was my payment at Amazon declined yesterday?"

  • "Has my request for a new software subscription been approved? Who still has to approve it?"

Your assistant sees only your own data, the same as you do in Spendesk. The only change it can make is attaching a receipt to one of your card payments, if your company allows it.

This article is for employees with the Requester role. If you are an Account Owner or a Controller, see the MCP Getting Started Guide.

Before you start

  • Your company must have set up Spendesk MCP. An Account Owner or Admin creates the connection once for the company, in Settings → Integrations → MCP. If you are not sure, ask your finance team which AI assistant your company uses with Spendesk.

  • You need an account on that AI assistant: Claude, ChatGPT, Dust, Langdock, GitHub Copilot or Microsoft Copilot Studio.

Note: Your questions and the assistant's answers, including the Spendesk data it reads, are processed by the AI tool you use. Follow your company's rules on which AI tools you may use for work.

Connect your assistant to Spendesk

You connect once. You sign in with your own Spendesk account, so the assistant gets your access and nobody else's.

Claude (Team or Enterprise plan)

Your company's Claude administrator has already added Spendesk.

  1. In Claude, open Customize → Connectors.

  2. Find Spendesk and click Connect.

  3. Sign in to Spendesk.

  4. Review the permissions and click Authorize.

  5. You are sent back to Claude: Spendesk is connected.

Claude (Free, Pro or Max plan)

You add the connector yourself, with the connection details your Account Owner or Admin gives you.

  1. Ask your Account Owner or Admin for the OAuth Client ID and OAuth Client Secret of your company's Claude connection. They share them through a password manager, never by email or chat.

  2. In Claude, open Customize → Connectors and click Add custom connector.

  3. Paste the MCP Server URL: https://public-api.spendesk.com/v1/mcp

  4. Open Advanced settings and enter the OAuth Client ID and OAuth Client Secret.

  5. Click Add, then Connect on the Spendesk connector.

  6. Sign in to Spendesk, review the permissions and click Authorize.

Other assistants

  • Dust: when an agent that uses Spendesk needs your data for the first time, Dust asks you to connect your own Spendesk account. Sign in and click Authorize.

  • ChatGPT, Langdock, GitHub Copilot and Microsoft Copilot Studio: your administrator adds Spendesk first. You then sign in to Spendesk and click Authorize when the assistant asks. The steps for each tool are in the MCP Getting Started Guide.

Tip: To check that it works, ask "Which Spendesk cards do I have?" Your assistant asks your permission before it uses a Spendesk tool the first time: allow it.

What your assistant can do for you

You want to…

Ask for example

What the assistant uses

See your cards and what is left to spend on them

"What is the available balance on my cards?" · "When does my multi-use card expire?" · "Why is my card blocked?"

list_cards, get_card

Review your card payments

"List my card payments this month." · "How much did I spend on travel last week?"

get_transactions

Understand a declined payment

"Why was my payment declined yesterday?"

get_failed_transactions

Find what is missing on your expenses, such as receipts

"Which of my expenses still need a receipt?" · "Show my expenses from March with their status."

get_payables

Attach a missing receipt to one of your card payments

"Attach this receipt to my card payment at Uber from last Tuesday."

create_payable_attachment_upload, then get_payable_attachments to check it

Follow your requests and their approval: card requests, supplier invoices and credit notes, purchase orders

"Where is my request for a new card? Is it waiting for my manager or for the cost centre owner?" · "Which of my requests were refused, and why?" · "Has the invoice I submitted for Acme been approved?"

get_requests, get_request_by_id

Check your profile

"What email is my Spendesk account under?"

get_users

See your companies if you belong to several entities

"Which Spendesk companies do I belong to?"

list_companies

Note: For each request, the assistant can tell you the approval steps: which step it is waiting on, whether that approver is your manager, a cost centre owner or the Account Owner, who approved or refused it, when, and the reason given for a refusal. It cannot show your colleagues' names, so it names the approver by role rather than by name. For an invoice request, it sees the invoice number, due date and amount, not the document itself.

Note: Attaching a receipt works only if your company has turned on the Upload payable attachments permission on its MCP connection and you ticked it when connecting (reconnect if you connected before). It works with assistants that can send files over the web, such as Claude with code execution or an agent your company builds. It covers card payments only, not expense claims. Each request adds one receipt, and a receipt added by mistake is removed in Spendesk, not by the assistant.

Tip: If you have just changed something in Spendesk, such as adding a receipt, ask the assistant to "fetch the latest data from Spendesk". Otherwise it may answer with data that is a few minutes to a few hours old.

What your assistant cannot do

  • See your colleagues' data, or company-wide totals and analyses. It only sees what is yours. If you ask about a colleague, it tells you it does not have access.

  • Change anything else in Spendesk. It cannot submit a request or an expense claim, attach a receipt to an expense claim, block a card or change a budget. Do these in the Spendesk app or the mobile app.

  • Approve or refuse requests for your team, even if you are an approver.

  • Show the full card number or the CVV. These are never shared with an AI assistant.

Note: If you also have the Admin role, your assistant still sees only your own data. Only Account Owners and Controllers see company-wide data.

FAQ

I don't see Spendesk in my assistant's connectors.

Your company has not set up Spendesk MCP for this assistant yet. Ask your Account Owner or Admin.

The assistant says it cannot access a tool.

Some Spendesk tools are for Account Owners and Controllers only, such as spend analysis, invoices and suppliers. As a Requester, you can use the tools listed above.

How do I disconnect?

In your assistant, open its connector settings and disconnect Spendesk (in Claude: Customize → Connectors → Spendesk → Disconnect). The assistant can no longer read your Spendesk data.

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