Expense Reporting MCP server ​

The Expense Reporting MCP server enables LLMs to interact with Coupa for the receipt-to-submission expense reporting workflow through natural conversation. It provides a deterministic intake app that fully processes expense claims and tools to resolve the caller's Coupa profile, extract structured data from a receipt, build and confirm a draft expense report, and submit it through Coupa's own approval routing with a Slack notification to the resolved approver, without requiring direct interaction with the Coupa interface.

Uses ​

Use the Expense Reporting MCP server to perform the following actions:

• Open the Expense Reporting MCP app to attach receipts, review category-aware line items, and submit for approval
• Resolve the caller's Coupa profile, including department and cost center, as a standalone lookup
• Check Coupa's valid expense categories and flag which categories require attendees
• Amend or remove a specific line on a report you already have open, without reopening the full intake app
• Submit a completed draft through Coupa's own approval routing and notify the resolved approver over Slack
• Cross-check a receipt's business purpose against the caller's calendar
• List drafts and reports that were submitted but not approved

Example prompts ​

Use the following example prompts to invoke Expense Reporting MCP server tools:

• File this receipt as an expense.
• I have receipts to file.
• What are the valid expense categories for travel?
• Change the amount on line 1 to $42.50.
• Remove line 2 from my draft.
• This receipt was actually in euros, not dollars.
• Does this report need attendees before I submit it?
• Check my calendar to confirm this dinner's business purpose.
• Submit my expense report.
• What expense reports am I still waiting on?

Expense Reporting MCP server tools ​

The Expense Reporting MCP server provides the following tools:

Install the Expense Reporting MCP server ​

Complete the following steps to install a prebuilt MCP server to your project:

Expense Reporting connection setup ​

How to use Expense Reporting MCP server tools ​

Refer to the following sections for detailed information on available tools:

open_expense_intake tool ​

The open_expense_intake tool opens the Expense Reporting MCP app. Your LLM uses this tool to file, review, or submit an expense claim as a complete workflow.

Try asking:

• File this receipt as an expense.
• I have receipts to file.
• Open expense intake.
• Submit my expense report.

get_employee_profile tool ​

The get_employee_profile tool resolves the caller's Coupa profile, including department and cost center. It accepts only the authenticated caller's own ID. Any other ID returns a permission_denied result. Your LLM uses this tool once per session before creating a report, or to get cost-center information for a line.

Try asking:

• What's my department and cost center?
• Look up my Coupa profile before I start a report.
• Is my department and cost center on file?

get_valid_categories tool ​

The get_valid_categories tool returns valid expense categories and flags which categories require attendees. It doesn't return numeric per-diem or spend-limit data. Your LLM uses this tool before creating or amending an expense line with an uncertain category.

Try asking:

• What are the valid expense categories for travel?
• Is "Client Dinner" a valid category?
• Which categories need an attendee list?
• What category should this hotel bill fall under?

extract_receipt_data tool ​

The extract_receipt_data tool extracts structured line-item data, including vendor, date, amount, and currency, from an attached receipt image or PDF, with a confidence score on each field. Your LLM uses this tool before creating or amending an expense line.

Try asking:

• Pull the vendor and amount off this receipt.
• This receipt was actually in euros, not dollars.
• I already have report 2367 open. Extract this additional receipt for it.

create_expense_report tool ​

The create_expense_report tool creates a new draft expense report. Your LLM uses this tool to start a report, typically right after extracting the first receipt.

Try asking:

• I already extracted a receipt. Open a draft report for it with the purpose "Client trip to Chicago."
• Create a second, separate draft report for a different trip.

add_expense_line tool ​

The add_expense_line tool prepares an expense line from extracted or caller-supplied data, validates the category and currency against Coupa, presents a preview for your approval, including whether the line needs attendees added, then adds it and attaches the receipt when one is available. Your LLM uses this tool as part of the Expense Reporting MCP app's intake flow, or directly when you ask to add a line to a report you already have open.

Try asking:

• Add another line to report 2367 for the hotel charge, category Lodging.
• Add a $35 meal line for yesterday to my already-open draft.
• Show me what this line will look like before you add it.

amend_expense_line tool ​

The amend_expense_line tool looks up an existing expense line draft, presents a preview of the change for your approval, then updates it. Your LLM uses this tool to correct a specific line.

Try asking:

• Change the amount on line 1 to $42.50.
• Update the category on line 2 to Ground Transportation.
• Fix the date on my hotel line, it was the 14th.

remove_expense_line tool ​

The remove_expense_line tool looks up an existing expense line draft, presents a preview for your approval, then permanently removes it. The line can't be recovered after you remove it. Your LLM uses this tool to remove a specific line.

Try asking:

• Remove line 2 from my draft.
• Take the taxi charge off this report.
• Delete the duplicate hotel line.

check_calendar_context tool ​

The check_calendar_context tool checks the caller's calendar to corroborate a business purpose. This tool isn't called automatically as part of creating or submitting a report. Your LLM uses this tool when you ask to corroborate a business purpose against your calendar.

Try asking:

• Check my calendar to confirm this dinner's business purpose.
• Did I actually have a meeting that day?
• Match this expense to a calendar event around the same time.

submit_expense_report tool ​

The submit_expense_report tool looks up the full draft, presents a preview for your approval, including any lines that still need attendees added, then submits it, resolves the assigned approver through Coupa's own routing, and notifies them in Slack after it's resolved. Your LLM uses this tool when you ask to submit a report.

Try asking:

• Go ahead and submit this draft.
• Does this report need attendees before I submit it?
• Yes, submit it.
• Submit it, and tell me who it's routed to for approval.

list_pending_reports tool ​

The list_pending_reports tool lists this server's own drafts and reports that were submitted but not approved. It reads its own records rather than searching Coupa directly, so a report created outside this server doesn't appear. Your LLM uses this tool to find your outstanding items.

Try asking:

• What expense reports am I still waiting on?
• Show me my draft reports.
• What have I submitted that's still pending approval?

Expense Reporting MCP app ​

The Expense Reporting MCP app opens when your LLM calls open_expense_intake. It provides a form for you to attach a receipt, confirm the extracted details and category, and build the draft report. Your LLM doesn't act on the in-app workflow while the app is open. Submitting the finished draft happens separately, through submit_expense_report, after you review and approve the draft.

Getting started ​

View and manage your MCP server tools in the Details tab Tools section. Tool management provides the following capabilities:

• Start tools
• Remove tools
• Edit tools
• Add tools
• Edit your LLM-facing MCP server description