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Travel & Expense Management

Expense reports, receipts, travel requests

  • Tools: 12
  • Connectors: 3

Connectors in this domain

Tool reference

expense.reports.search - Search Expense Reports

Search expense reports by employee, status, date range, or amount

  • Risk: read - Read-only - safe to call freely
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
limitintegerNo-
querystringNoSearch by report name or employee
offsetintegerNo-
statusstringNodraft, submitted, approved, rejected, paid
date_tostringNo-
date_fromstringNo-
amount_maxnumberNo-
amount_minnumberNo-
employee_idstringNo-

Output schema

FieldTypeRequiredDescription
reportsarrayNo-
reports[].idstringNo-
reports[].statusstringNo-
reports[].currencystringNo-
reports[].report_namestringNo-
reports[].submitted_atstringNo-
reports[].total_amountnumberNo-
reports[].employee_namestringNo-
reports[].entries_countintegerNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.reports.search/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"limit":0,"query":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.reports.search",
"arguments": {
"limit": 0,
"query": "string"
}
}
}

expense.reports.get - Get Expense Report

Get full expense report with all line items, receipts, and approval history

  • Risk: read - Read-only - safe to call freely
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
idstringYesExpense report ID

Output schema

FieldTypeRequiredDescription
idstringNo-
statusstringNo-
entriesarrayNo-
entries[].idstringNo-
entries[].datestringNo-
entries[].amountnumberNo-
entries[].categorystringNo-
entries[].currencystringNo-
entries[].descriptionstringNo-
entries[].receipt_urlstringNo-
approvalsarrayNo-
employee_idstringNo-
report_namestringNo-
total_amountnumberNo-
employee_namestringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.reports.get/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"id":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.reports.get",
"arguments": {
"id": "string"
}
}
}

expense.reports.create - Create Expense Report

Start a new expense report for an employee

  • Risk: write - Creates or modifies data
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
purposestringNoBusiness purpose
trip_endstringNo-
trip_startstringNo-
employee_idstringNoEmployee submitting the report
report_namestringYesReport title

Output schema

FieldTypeRequiredDescription
idstringNo-
statusstringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.reports.create/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"report_name":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.reports.create",
"arguments": {
"report_name": "string"
}
}
}

expense.reports.submit - Submit Expense Report

Submit a draft expense report for approval

  • Risk: write - Creates or modifies data
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
idstringYesExpense report ID
commentstringNoSubmission comment

Output schema

FieldTypeRequiredDescription
idstringNo-
statusstringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.reports.submit/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"id":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.reports.submit",
"arguments": {
"id": "string"
}
}
}

expense.reports.approve - Approve Expense Report

Approve or reject an expense report

  • Risk: write - Creates or modifies data
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
idstringYesExpense report ID
actionstringYesapprove or reject
commentstringNoApproval/rejection reason

Output schema

FieldTypeRequiredDescription
idstringNo-
statusstringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.reports.approve/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"id":"string","action":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.reports.approve",
"arguments": {
"id": "string",
"action": "string"
}
}
}

expense.entries.list - List Expense Entries

List expense line items within a report or for an employee

  • Risk: read - Read-only - safe to call freely
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
limitintegerNo-
date_tostringNo-
categorystringNo-
date_fromstringNo-
report_idstringNoFilter by expense report
employee_idstringNoFilter by employee

Output schema

FieldTypeRequiredDescription
entriesarrayNo-
entries[].idstringNo-
entries[].datestringNo-
entries[].amountnumberNo-
entries[].categorystringNo-
entries[].currencystringNo-
entries[].report_idstringNo-
entries[].descriptionstringNo-
entries[].has_receiptbooleanNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.entries.list/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"limit":0,"date_to":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.entries.list",
"arguments": {
"limit": 0,
"date_to": "string"
}
}
}

expense.entries.get - Get Expense Entry

Get single expense entry detail including receipt and policy compliance

  • Risk: read - Read-only - safe to call freely
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
idstringYesExpense entry ID

Output schema

FieldTypeRequiredDescription
idstringNo-
datestringNo-
amountnumberNo-
categorystringNo-
currencystringNo-
merchantstringNo-
report_idstringNo-
descriptionstringNo-
receipt_urlstringNo-
policy_violationsarrayNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.entries.get/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"id":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.entries.get",
"arguments": {
"id": "string"
}
}
}

expense.entries.create - Create Expense Entry

Add a line item to an expense report

  • Risk: write - Creates or modifies data
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
datestringYesExpense date
amountnumberYes-
categorystringYesExpense category
currencystringNoISO currency code
merchantstringNoMerchant/vendor name
attendeesarrayNo-
report_idstringYesExpense report to add to
descriptionstringNo-

Output schema

FieldTypeRequiredDescription
idstringNo-
statusstringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.entries.create/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"date":"string","amount":0,"category":"string","report_id":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.entries.create",
"arguments": {
"date": "string",
"amount": 0,
"category": "string",
"report_id": "string"
}
}
}

expense.receipts.get - Get Receipt Image

Download or get URL for a receipt attachment

  • Risk: read - Read-only - safe to call freely
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
idstringYesReceipt or expense entry ID

Output schema

FieldTypeRequiredDescription
idstringNo-
urlstringNo-
file_namestringNo-
content_typestringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.receipts.get/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"id":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.receipts.get",
"arguments": {
"id": "string"
}
}
}

expense.receipts.upload - Upload Receipt

Attach a receipt image to an expense entry

  • Risk: write - Creates or modifies data
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
entry_idstringYesExpense entry ID to attach receipt to
file_datastringYesBase64-encoded file content
file_namestringYes-
content_typestringNoimage/jpeg, image/png, application/pdf

Output schema

FieldTypeRequiredDescription
idstringNo-
urlstringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.receipts.upload/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"entry_id":"string","file_data":"string","file_name":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.receipts.upload",
"arguments": {
"entry_id": "string",
"file_data": "string",
"file_name": "string"
}
}
}

expense.policies.list - List Expense Policies

View spending policies, per-diem rates, and category limits

  • Risk: read - Read-only - safe to call freely
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
categorystringNoFilter by expense category

Output schema

FieldTypeRequiredDescription
policiesarrayNo-
policies[].idstringNo-
policies[].namestringNo-
policies[].categorystringNo-
policies[].currencystringNo-
policies[].daily_limitnumberNo-
policies[].per_transaction_limitnumberNo-
policies[].requires_receipt_abovenumberNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.policies.list/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"category":"string"}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.policies.list",
"arguments": {
"category": "string"
}
}
}

expense.categories.list - List Expense Categories

Browse available expense types/categories for classification

  • Risk: read - Read-only - safe to call freely
  • Supported by: Expensify, Brex, SAP Concur

Input schema

FieldTypeRequiredDescription
active_onlybooleanNoOnly show active categories

Output schema

FieldTypeRequiredDescription
categoriesarrayNo-
categories[].idstringNo-
categories[].codestringNo-
categories[].namestringNo-
categories[].activebooleanNo-
categories[].gl_accountstringNo-

REST example

curl -X POST 'https://integration-hub.rezolve.ai/api/v1/tools/expense.categories.list/execute' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{"input":{"active_only":true}}'

MCP example

{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "expense.categories.list",
"arguments": {
"active_only": true
}
}
}