ExpenseIn MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.3.4更新於 Nov 7, 2026

Read expenses, invoices, receipts and card transactions, and add expenses or notes in ExpenseIn.

發布方自己的服務：Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流金融商業與電商

概覽

AI 產生的概覽

託管的 ExpenseIn 連接器，讓助理讀取報帳單、簽核、發票、收據與卡片交易，並可建立報帳單或新增發票備註。

可以做什麼
  • 列出並取得報帳單，包含待簽核、已核准或已退回的紀錄
  • 列出並取得供應商發票與貸項通知，並為發票新增自由文字備註
  • 列出並取得收據，依日期、持卡人或搜尋字詞列出卡片交易
  • 列出使用者、類別、專案、部門、供應商、商家、稅率、政策與採購申請
  • 為使用者建立新的報帳單
  • 查看用量狀態、提出功能需求、升級或取消訂閱
適用情境
適合在聊天用戶端查詢或彙報 ExpenseIn 支出：待簽核項目、上個月的卡片交易、類別預設稅率，或不必開啟網頁應用就能送出新的報帳單。
執行需求
透過 streamable HTTP 存取的遠端 MCP 端點，無需本機安裝。以 OAuth 登入，首次連線時需提供在 ExpenseIn 管理後台建立的 API 金鑰，服務會依使用者儲存。免費方案每月 50 次工具呼叫，另有付費方案。
安裝前請注意
此服務會保存你的 ExpenseIn API 金鑰，公司財務資料會經過第三方。有兩個寫入工具：建立報帳單與新增發票備註，重複呼叫會產生重複紀錄。訂閱相關工具可能啟動 Stripe 付費結帳或取消 Pro，取消當期不退費。免費額度每月僅 50 次呼叫。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 ExpenseIn MCP by usefulapi，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fexpensein/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "expensein-by-usefulapi": {
      "type": "http",
      "url": "https://expensein.usefulapi.io/mcp"
    }
  }
}

README

ExpenseIn MCP by usefulapi

Use your ExpenseIn account from Claude, Cursor, or any MCP client. Read expenses, approvals, invoices, receipts and card transactions, and create expenses or invoice notes. Hosted, no local install: connect with your own credentials.

Live endpoint: https://expensein.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://expensein.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http expensein https://expensein.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "expensein": {      "url": "https://expensein.usefulapi.io/mcp"    }  }}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your ExpenseIn credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/expensein/

On first connect you provide an ExpenseIn API key (Admin → Integration → ExpenseIn API → New API Key). The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
expensein_list_expensesreadList expenses
expensein_get_expensereadGet an expense
expensein_list_expenses_for_approvalreadList expenses for approval
expensein_list_invoicesreadList invoices
expensein_get_invoicereadGet an invoice
expensein_add_invoice_notewriteAdd a note to an invoice
expensein_list_receiptsreadList receipts
expensein_get_receiptreadGet a receipt
expensein_list_usersreadList users
expensein_get_userreadGet a user
expensein_list_categoriesreadList categories
expensein_list_projectsreadList projects
expensein_list_departmentsreadList departments
expensein_list_suppliersreadList suppliers
expensein_list_merchantsreadList merchants
expensein_list_tax_ratesreadList tax rates
expensein_list_policiesreadList expense policies
expensein_list_card_transactionsreadList card transactions
expensein_list_purchase_requestsreadList purchase requests
expensein_get_server_change_counterreadGet the server change counter
expensein_create_expensewriteCreate an expense
expensein_usage_statusmetaUsage status (free-tier meter)
expensein_request_featuremetaRequest a missing feature
expensein_upgrademetaUpgrade to Pro or Pro+
expensein_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with expensein_upgrade (it returns a Stripe Checkout link). Cancel any time with expensein_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running expensein_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

來源：servers/expensein/README.md，提交 4046075

工具

21

expensein_list_expenses

List expenses

List expenses with optional filters by user, type, status, and Unix-second date ranges (expense, submitted, approved). Returns the full filtered set. ExpenseIn API: GET /1.0/expenses.

輸入參數user_idexpense_typeexpense_statusexpense_date_toinclude_deletedapproved_date_toexpense_date_fromsubmitted_date_toapproved_date_fromsubmitted_date_fromlast_server_change_counter

expensein_get_expense

Get an expense

Get one expense by id. ExpenseIn API: GET /1.0/expenses/{id}.

輸入參數expense_id必填

expensein_list_expenses_for_approval

List expenses for approval

List expenses awaiting, approved or rejected by approval. 'from' and 'to' (Unix seconds) filter approved or rejected expenses only. ExpenseIn API: GET /1.0/approval/expenses/{awaiting|approved|rejected}.

輸入參數tofromstatus必填approver_user_id

expensein_list_invoices

List invoices

List supplier invoices and credit notes, with filters by status, supplier, approver and date. Returns the full filtered set. ExpenseIn API: GET /1.0/invoices.

輸入參數completereferenceapprover_idsupplier_idinvoice_typeinvoice_statusinvoice_date_toinvoice_date_from

expensein_get_invoice

Get an invoice

Get one invoice by id. ExpenseIn API: GET /1.0/invoices/{id}.

輸入參數invoice_id必填

expensein_add_invoice_note

Add a note to an invoice

Add a free-text note to an invoice. This adds a new note each time, so do not repeat the call. ExpenseIn API: POST /1.0/invoices/{id}/note.

輸入參數note必填invoice_id必填

expensein_list_receipts

List receipts

List receipts with optional filters by user, expense, date range and whether they are attached to an expense. ExpenseIn API: GET /1.0/receipts.

輸入參數to_dateuser_idfrom_dateexpense_idis_attachedinclude_deletedpurchase_method_idlast_server_change_counter

expensein_get_receipt

Get a receipt

Get one receipt by id. ExpenseIn API: GET /1.0/receipts/{id}.

輸入參數receipt_id必填

expensein_list_users

List users

List standard users, with filters by reference, e-mail, or a search term. ExpenseIn API: GET /1.0/users.

輸入參數emailreferencesearch_terminclude_deletedinclude_leaverslast_server_change_counter

expensein_get_user

Get a user

Get one standard user by id. ExpenseIn API: GET /1.0/users/{id}.

輸入參數user_id必填

expensein_list_categories

List categories

List expense categories and what each applies to (purchase, mileage, time, invoicing), with visibility and default tax rate. ExpenseIn API: GET /1.0/categories. Also the cheapest call to test an API key.

輸入參數referenceinclude_deletedlast_server_change_counter

expensein_list_projects

List projects

List projects. ExpenseIn API: GET /1.0/projects.

輸入參數referenceinclude_deletedlast_server_change_counter

expensein_list_departments

List departments

List departments. ExpenseIn API: GET /1.0/departments.

輸入參數referenceinclude_deletedlast_server_change_counter

expensein_list_suppliers

List suppliers

List suppliers. ExpenseIn API: GET /1.0/suppliers.

輸入參數referencesearch_terminclude_deleted

expensein_list_merchants

List merchants

List merchants. ExpenseIn API: GET /1.0/merchants.

輸入參數referenceinclude_deletedlast_server_change_counter

expensein_list_tax_rates

List tax rates

List tax rates. ExpenseIn API: GET /1.0/taxrates.

輸入參數referenceinclude_deletedlast_server_change_counter

expensein_list_policies

List expense policies

List the expense policies on the account. ExpenseIn API: GET /1.0/policies.

無需輸入參數。

expensein_list_card_transactions

List card transactions

List expense-card transactions, filtered by Unix-second date range, cardholder id or a search term. Returns the full filtered set. ExpenseIn API: GET /1.0/cardtransactions.

輸入參數tofromsearch_termcardholder_id

expensein_list_purchase_requests

List purchase requests

List purchase requests, filtered by owner user id and status. ExpenseIn API: GET /1.0/purchaserequests.

輸入參數statusowner_id

expensein_get_server_change_counter

Get the server change counter

Get the current server change counter. Save it after a sync, then pass it as last_server_change_counter next time to read only changes. ExpenseIn API: GET /1.0/serverchangecounter.

無需輸入參數。

expensein_create_expense

Create an expense

Create a new expense for a user. Each call creates another expense, so do not repeat it. ExpenseIn API: POST /1.0/expenses.

輸入參數type必填notesuser_id必填project_idtax_amountcategory_iddescription必填is_billabletax_rate_idexpense_date必填department_id

版本歷史

7
  1. v1.3.4最新Nov 7, 2026
  2. v1.2.3Nov 5, 2026
  3. v1.2.2Nov 5, 2026
  4. v1.2.1Nov 4, 2026
  5. v1.2.0Nov 3, 2026
  6. v1.1.1Nov 3, 2026
  7. v1.0.0Nov 1, 2026

評分

已滿足適用檢查項的 100%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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