MCP Tools Reference

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Authentication

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list_cards

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Example Output

[
  {
    "cardholderName": "Ana García",
    "lastFourDigits": "3540",
    "status": "ACTIVE",
    "spendingLimit": 10000.00,
    "currency": "MXN"
  },
  {
    "cardholderName": "Luis Pérez",
    "lastFourDigits": "7821",
    "status": "LOCKED",
    "spendingLimit": 5000.00,
    "currency": "MXN"
  }
]

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Example Prompts

• “List all my corporate cards”
• “Which cards are currently locked?”
• “List all cards with a spending limit above $10,000”
• “Show me the card assigned to Ana García”

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list_transactions

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Filters (Optional)

• If no date range is specified, results default to the current billing period.
• If no results match the filters, the tool returns an empty transactions array — not an error.
• totalCount reflects the number of transactions returned, not the total in the account.

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Example Output

{
  "transactions": [
    {
      "id": "txn_abc123",
      "date": "2026-05-15T14:32:00Z",
      "amount": 1250.00,
      "currency": "MXN",
      "merchant": "Aeromexico",
      "category": "TRAVEL",
      "cardLastFour": "3540",
      "cardholderName": "Ana García",
      "status": "APPROVED"
    }
  ],
  "totalCount": 42
}

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Example Prompts

• “Show my transactions this month”
• “What were the top 5 vendors this quarter by total spend?”
• “Show all transactions labeled as travel expenses in the last 90 days”
• “What were our company’s top spending categories last month?”
• “Show me the last 10 transactions on the card assigned to Ana García”

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lock_card

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Input

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Behavior

• The lock takes effect immediately.
• In Beta, the confirmation response may appear as plain text (“Ok”) rather than a structured message. The operation completes correctly regardless.
• The card can be unlocked at any time using unlock_card.

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Example Prompts

• “Lock the card ending in 3540 immediately”
• “Lock Luis Pérez’s card”
• “Block the card assigned to the marketing team”

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unlock_card

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Input

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Behavior

• The unlock takes effect immediately.
• Same Beta display limitation as lock_card — the operation completes correctly.

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Example Prompts

• “Unlock the card ending in 7821”
• “Unblock Ana García’s card”

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upload-transaction-document

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Input

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Behavior

• Before uploading, the assistant confirms the document matches the intended transaction (e.g. by amount, vendor, or date) to avoid attaching the wrong file.
• The file is submitted along with its original file name and MIME type.
• If no transaction match can be confirmed, the assistant asks for clarification instead of uploading blindly.

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Example Prompts

• “Attach this invoice to the Aeromexico transaction from last week”
• “Upload this receipt to my last Uber charge”
• “Add this PDF as supporting documentation for transaction [ID]“

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list_companies

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Behavior

• If you only have access to one company, this returns a single entry.
• The company marked active is the one your session is currently scoped to — all other tools operate on this company until you switch.

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Example Prompts

• “What companies do I have access to?”
• “Which company am I currently connected to?“

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switch_company

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Input

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Behavior

• The switch applies immediately and persists for the rest of the session — until you switch again or start a new session.
• If you don’t have access to the requested company, the tool returns an error rather than switching.

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Example Prompts

• “Switch to [company name]”
• “Connect me to my other company instead”

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Coming Soon

• Expense management and categorization
• Reimbursement requests and status
• Spending limit adjustments
• Approval workflows
• Budget overview by department or cost center