Business Expenses

Record one expense and return its id, its net/VAT split and its billable flag. The response states every default that was applied, so the caller can see what was assumed rather than having to guess.

List expenses in a date range with each one's net/VAT split, category, merchant, project and billable flag, plus a total per currency. Free reads the last 30 days and says when your range predates it.

Change one expense by id; only the fields you pass move. amount is in MAJOR units. A rebilled expense refuses an amount, currency or vat_rate edit unless unlink_rebill drops the invoice link.

Delete one expense by id and report what went. The receipt FILE stays on disk. Deleting a rebilled expense loses the record of what an invoice charged, so correct it with expense_update instead.

Not available on the hosted endpoint: it has no filesystem, so there is no receipt file to read or hash. Attach receipts on a local install instead - download expense-tracker.mcpb from https://github.com/theluckystrike/mcp-servers/releases/latest and open it in Claude Desktop - or record the receipt reference in the expense note.

Replace the merchant-to-category rules, or call with no rules to list them. Returns the stored rule list. The rules are applied by expense_add whenever a call gives no category of its own.

Read or set the defaults expense_add uses when a call does not name them: default_vat_rate and default_currency. Returns the stored defaults. Call with no arguments to read them without changing anything.

Totals for a date range grouped by category, project, month or merchant, per currency with gross, net and VAT, never mixed. Receipts only; bank transactions are totalled by bank-statement's statement_summary.

Record a business trip as an expense, priced as distance x rate. Give exactly one of km or miles. Returns the saved id with the rate used, where that rate came from and the money, in the rate's own currency.

Export the expenses in a date range as csv, xlsx or json and return a download link that is valid for one hour. Nothing partial is ever written: if a limit is hit no file is produced at all.

Preview the unbilled billable expenses of one project as invoice_create line items (description, quantity, unit_price, tax_rate), grouped per currency. Read-only: nothing is marked rebilled here.

Mark expenses as rebilled once the invoice that carries them actually exists. Pass the expense_ids of one currency group from expense_to_invoice, or that project, date range and currency. Returns what was marked.

Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.

Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.