create_report

io.github.TotesMagotes/mcp-server-auth · Verify this server

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, applied filters, and a prefilled Report Wizard fallback for criteria that need visual review. Reports scoped to an existing client/project/trip group include matching expenses that are not already assigned to another ordinary report. Can optionally share with recipients. If no unreported matches remain, create no duplicate report and explain that the expenses are already in Reports. Terminal results also include role-appropriate accountingHandoffUrls from the server capability matrix and the existing reviewed file-export workflow. Use only the exact destination the user requested; the link opens the reviewed app flow and does not mean an export occurred. Complete the requested report directly; do not call check_compliance, get_report_details, or tax/deductibility tools before or after it unless the user explicitly asks for that separate analysis.