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Clara MCP is in Beta. The toolset will expand significantly in the coming weeks to cover expenses, reimbursements, limits, and approvals.

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Authentication

All tools require the clara-mcp-token header set during configuration. The token is scoped to the authenticated user’s company — tools return data for that company only. Supported roles: Administrator, Bookkeeper. Other roles are not supported in this version.

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list_cards

Returns all corporate cards for the company. No input parameters required.

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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

Returns card transactions for the company, with optional filters.

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Filters (Optional)

FilterTypeFormatExample
CardstringCardholder name or last 4 digits of card number”transactions on card 3540”
Date rangestring (date)ISO 8601 (YYYY-MM-DD) or relative (“last 30 days”, “this month”)“transactions from 2026-04-01 to 2026-04-30”
Amountnumber (decimal)Currency units, not cents. Comparison operators supported (over, under, between)“transactions over 5000”
Categorystring (enum)MCC category name: TRAVEL, FOOD, SOFTWARE_AND_HARDWARE, TRANSPORTATION, etc.”travel expenses last 90 days”
Filters can be combined freely in natural language — the AI assistant resolves them before calling the tool. Edge cases:
  • 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

Immediately locks a specific card. The cardholder cannot make purchases while the card is locked.

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Input

The card can be identified by cardholder name or last 4 digits. The AI assistant resolves the card before calling the tool.

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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

Immediately unlocks a previously locked card.

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Input

The card can be identified by cardholder name or last 4 digits.

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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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Coming Soon

The following capabilities are planned for upcoming Beta releases:
  • Expense management and categorization
  • Reimbursement requests and status
  • Spending limit adjustments
  • Approval workflows
  • Budget overview by department or cost center