ExpenseBot

Showing 25 of 59 from the live probe.

• Search Expenses

  Search and filter the user's expenses. Returns matching expense rows from their spreadsheet. Filter by category, merchant, date range, amount, or tags. Results are paginated: when hasMore is true, call again with nextCursor and the same filters. Do not split a date range into repeated overlapping searches. Use the optional query parameter for deterministic natural-language recall over merchant, city/location, Notes (including receipt items, delivery source, payer, and Business purpose), Tag, an

• Get Spending Summary

  Summarize the user's recorded expenses with totals and breakdowns by category, merchant, month, tag, source, or payment method. Supports date ranges, period comparisons, and total, count, or average metrics. Read-only. Returns: { message, data: { total, breakdown?, comparison?, sampleMeta? } }.

• Get Deep Analytics

  Run deeper, multi-step analytics on the user's expenses. Use for explanatory questions like 'why did my spending increase' or 'compare Q1 vs Q2'. Takes 10-30 seconds (runs as a background job, polled automatically). Returns: { message, data: { ..., sampleMeta? } } where sampleMeta.isTruncated indicates whether the agent saw the full dataset.

• Create Report

  Create an expense report from a clear date, client, project, trip, category, or merchant request. Tags are ExpenseBot's grouping layer for clients, projects, project codes, and trips; call list_tags when the user's intended group is unclear. For requests such as 'all expenses in August except personal', set excludePersonal=true; this excludes both the Personal tag and Personal expense category, matching ExpenseBot's Report Wizard. Returns the report summary, exact report link, Bill Client link,

• List Reports

  List the user's expense reports with pagination. Filter by status (All, Draft, Submitted, Shared). Each exact report includes its app, Bill Client, and accounting handoff URLs. Use the matching accounting URL only when the user explicitly asks to send or export that report; the app keeps organization, mapping, preview, and final confirmation.

• Request Accounting Integration

  Request support for an accounting package only after checking ExpenseBot's reviewed direct and import-file destinations and finding no matching package. Do not use this for a listed or Beta destination, a general compatibility question, or without the exact package name. This is a confirmation-gated write: after the user approves, it creates one deduplicated request bound to the authenticated ExpenseBot account and emails ExpenseBot's internal team. It does not create an integration or make the

• Get Report Details

  Get full details of a specific expense report including all expenses, totals, and compliance status. Use only when the user explicitly asks to inspect an existing report's details. Never call this as a preflight or follow-up to creating, sharing, or billing from a report; those tools already return the required result and links.

• Share Report

  Share one existing expense report after confirmation. Default to reviewer: they can open and edit that report's Google Sheet, inspect receipts, comment, approve, or request changes, but cannot act for the owner or use accounting integrations. Use accountant only when the user explicitly asks for ongoing accounting access; it creates the established accountant relationship and broader report-management workflow.

• Check Compliance

  Use only when the user explicitly asks to check an existing report for compliance issues such as missing business purpose or policy violations. Creating a report, excluding Personal expenses, sharing a report, or billing a client is not a compliance request; never call this tool automatically as a preflight or follow-up for those workflows.

• Fix Compliance

  Safely correct compliance issues on an exact bounded set of recorded expenses. Use only after the user explicitly asks to fix issues found by check_compliance. Use search_expenses to obtain each full expenseId, then pass those exact identities; never select every report row or infer a business purpose, category, or attendee. This compatibility tool uses the same reviewed workflow as correct_expenses: the first call always prepares a grounded preview and makes no change, even if confirm:true arri

• Check Tax Deductibility

  Look up whether a specific expense type or purchase is tax-DEDUCTIBLE (business write-off rules) based on the user's country/jurisdiction. This is a deductibility *advice* tool — use it for questions like 'is Uber deductible', 'can I write off home office', 'are client dinners 50% or 100%'. Do NOT use it for questions about tax REFUNDS received as income (use get_spending_summary with a 'tax refunds' query for those — they're routed to the Income tab, not deduction rules).

• Search Knowledge

  Search ExpenseBot's complete product and help knowledge base. Use this before guessing when the user asks how a feature works, what ExpenseBot supports, or needs setup, billing, Gmail, scan, report, workflow, or troubleshooting instructions. Set fullAnswer:true on the first call when the user asks for complete, detailed, or step-by-step instructions. Use the default excerpt mode for discovery and quick answers; if an excerpt is truncated, call again with fullAnswer:true before presenting complet

• Submit Receipt

  Submit a photo or PDF of a receipt for processing. Covers requests phrased as 'log this', 'log this receipt', 'save this receipt', 'expense this', or 'add this to my expenses', including when the user simply shares a photo of a receipt or invoice. The receipt image is validated, uploaded to cloud storage, and processed by AI to extract vendor, amount, date, tax, and category. The expense appears in the user's spreadsheet in about 1-3 minutes, and longer for PDFs or large batches. Handles images

• Get Last Receipt Result

  Check the authoritative final outcome of a receipt image/PDF batch submitted with submit_receipt. After submit_receipt returns submissionId, call this tool with that exact ID using the polling interval and time allowance in the submit_receipt response. A small batch allows at least 5 minutes; larger batches allow longer. A pending result is normal and must not trigger a duplicate resubmission. Returns added, duplicate, skipped, or errored verdicts with exact counts and up to 10 processed receipt

• Add Cash Expense

  Add an expense without a receipt, or record money a client provided in advance for expenses. Writes directly to the user's expense spreadsheet after confirmation. For an ordinary expense, call list_categories first and provide a configured Expense Account. For a client advance, set isClientAdvance=true and clientName; ExpenseBot reuses or creates the canonical client group, applies Cash advance received, and stores the amount as a negative expense. Use this only for money supplied by a client be

• Parse Expense

  Parse a natural language expense description into structured fields. Does NOT add the expense — just returns the parsed fields for review. Example: "Lunch at Chipotle $15.50 today" → {merchant: "Chipotle", total: 15.50, ...}

• Process Gmail Receipts

  Process specific Gmail emails as receipts. Pass Gmail message IDs and they'll be converted to PDF, extracted by AI, and added to the user's expense spreadsheet. Max 25 emails per request. Requires Gmail to be connected in ExpenseBot settings.

• Scan Gmail

  Trigger a background Gmail scan to discover and process receipt emails from the last ~60 days (default). Runs asynchronously — returns immediately, user gets an email summary when done. Like clicking "Find Receipts in Gmail" in the UI. For whole PAST YEARS (e.g. 2023, or 2020-2022) use scan_gmail_years instead; to check a scan's progress use get_scan_status.

• Add Mileage Entry

  Log a business mileage trip in ExpenseBot. Useful for realtors, consultants, contractors, and anyone who drives for work. Requires the user to have configured their mileage rate (cents/km or cents/mi) and unit (mi/km) in ExpenseBot Settings. The trip writes a row to their expense spreadsheet with the calculated dollar value. Use the Mileage and travel link from get_spreadsheet_url instead when the user needs Google Maps route calculation, mileage settings, repeated trips, calendar/rideshare impo

• Add Income

  Log exactly one user-confirmed income payment manually (cash, check, Stripe payout, etc.). Never loop this tool over a statement, export, table, or multi-row list. For two or more payments, use add_income_from_csv for CSV/TSV/text or add_income_from_file for an image/PDF; those tools stage a duplicate-checked preview and require confirmation before writing. Writes to the Income tab of the user's expense spreadsheet. Useful for income that isn't auto-detected from Gmail or Plaid. Call list_income

• Add Income From File

  Import income from an attached screenshot, image (JPEG, PNG, WebP, HEIC/HEIF), or PDF (payment screenshots, wallet apps, payout or bank statements; max 10 MB). This is a two-step tool. STEP 1: call it with the file and WITHOUT confirm — ExpenseBot parses the file with the same importer as the app's Add Income screen, checks every row against the user's Income tab for duplicates, and returns a preview with a previewId, exact row count, totals by currency, per-row details, duplicate flags, and any

• Add Income From Csv

  Import income from a CSV/TSV/text export (Stripe, PayPal, Square, Cash App, Venmo, OnlyFans, Patreon, Clips4Sale, Ko-fi, Gumroad, Etsy, Uber/Lyft/DoorDash driver exports, bank statements, and similar; max 500 KB). Same two-step contract as add_income_from_file: STEP 1 call with csvContent and WITHOUT confirm parses the file with the same platform-agnostic importer as the app's Add Income screen (platform detection, fee handling, refunds, source aliases, ISO dates) and returns a duplicate-checked

• Get Accounting Integration Status

  Check whether an accounting destination is connected and read-only setup state for the owner. Returns the selected organization/company/business, stored connection state, rollout state, and the single setup link for connecting or reconnecting the destination. When an existing ExpenseBot report is available, pass reportId so the link opens that exact report's provider setup control instead of the general Reports setup. This is read-only and never posts accounting data. Agent-driven posting is cur

• Send Report To Accounting

  Review and then post an ExpenseBot report to the owner's accounting destination. STEP 1: call with provider, reportId, and optional mode/mappings, without confirm. The server reads the live report and destination, applies Omit/Personal/split/date/currency rules, checks Zoho bank-feed matches, and returns the complete proposal plus proposalId. NOTHING is posted in step 1. Show the complete proposal and ask for approval. STEP 2: call with only provider, proposalId, and confirm:true. The server pos

• Get Accounting Push Status

  Read the authoritative posting and reconciliation status for one ExpenseBot report at an accounting destination. Use after a timeout or uncertain response before considering any retry. Returns status, submission time, posting mode, posted receipt count, any public error, and whether reconciliation is required. Never re-post a completed report or a report marked needs_reconciliation; show that state to the owner instead. This tool is read-only and owner-account only.