expense-report-builder

name	expense-report-builder
description	Aggregates expense receipts from email by time period, categorizes them by project or client, and returns a structured schema ready for expense tools or accountant submission. Use when a user needs to build an expense report from email receipts. Triggers on "build my expense report", "expense receipts from email", "what did I spend this month", "expenses by client", "expense report for accounting".
metadata	{"version":"1.0.0"}

Expense Report Builder

Prerequisites

This skill needs the iGPT MCP at https://mcp.igpt.ai/.

If the MCP tools aren't available or return an auth error, tell the user to install the iGPT plugin (/plugin marketplace add igptai/skills) or add https://mcp.igpt.ai/ as a connector, then complete OAuth and say "ready". Retry once after they confirm. Never invent tokens or OAuth URLs. For deeper troubleshooting: https://raw.githubusercontent.com/igptai/skills/main/shared/mcp-guard.md

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What This Skill Does

Finds all expense receipts in email for a given period, categorizes each by expense type and optionally by project or client, and returns a structured expense report ready for submission to accounting software or an accountant.

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Workflow

1. Before calling any tool, collect these values from the user. Offer the defaults and let the user override them; do not invent values they did not give.

   • [time_range] — what window of email to scan. The user may give this in any form ("the current month", "last 30 days", "May 2024", "since the trip"). Default: the current calendar month. Keep the user's natural phrasing for use in the ask input; convert to ISO dates separately for the search call.
   • [grouping_scope] — optional grouping for the report. "none" (default), "project", or "client".
   • [grouping_clause] — derived. When [grouping_scope] is not "none", set to ", grouped by [grouping_scope]". When "none", set to empty string.
   • [local_currency] — the currency to convert all totals into (e.g. USD, EUR, ILS). No default — must come from the user.

2. Call search with:

   • query: receipt expense reimbursement purchase paid travel meal hotel
   • date_from: ISO start date derived from [time_range]
   • date_to: ISO end date derived from [time_range] (or today if open-ended)

3. Call ask with:

   • input: Find all expense receipts and purchase confirmations in email from [time_range][grouping_clause]. For each expense extract: the vendor, the amount, the currency, the date, the expense category, and any project or client it can be associated with based on context. Convert all amounts to [local_currency].
   • output_format: { "strict": true, "schema": { "type": "object", "description": "Expense report for a specific time period built from email receipts", "additionalProperties": false, "properties": { "period_from": { "type": "string", "description": "ISO8601 start date of the expense report period" }, "period_to": { "type": "string", "description": "ISO8601 end date of the expense report period" }, "local_currency": { "type": "string", "description": "Currency all amounts have been converted to" }, "expenses": { "type": "array", "description": "List of every expense receipt found in email during the period", "items": { "type": "object", "description": "A single expense item extracted from an email receipt", "additionalProperties": false, "properties": { "vendor": { "type": "string", "description": "Name of the vendor or merchant" }, "date": { "type": "string", "description": "ISO8601 date of the expense" }, "original_amount": { "type": "number", "description": "Expense amount in its original currency" }, "original_currency": { "type": "string", "description": "Currency code of the original expense" }, "converted_amount": { "type": "number", "description": "Expense amount converted to local currency" }, "category": { "type": "string", "description": "Type of expense", "enum": [ "travel", "accommodation", "meals", "software", "hardware", "office_supplies", "marketing", "professional_services", "communication", "other" ] }, "project_or_client": { "type": "string", "description": "Project or client this expense can be attributed to, empty string if not determinable" }, "notes": { "type": "string", "description": "Any additional context about this expense from the email" } }, "required": [ "vendor", "date", "original_amount", "original_currency", "converted_amount", "category", "project_or_client", "notes" ] } }, "totals_by_category": { "type": "array", "description": "Subtotal of expenses grouped by category", "items": { "type": "object", "description": "Category subtotal", "additionalProperties": false, "properties": { "category": { "type": "string", "description": "Expense category name" }, "total": { "type": "number", "description": "Total amount for this category in local currency" } }, "required": ["category", "total"] } }, "grand_total": { "type": "number", "description": "Total of all expenses in local currency" }, "summary": { "type": "string", "description": "One or two sentence summary of total expenses found and largest categories" } }, "required": [ "period_from", "period_to", "local_currency", "expenses", "totals_by_category", "grand_total", "summary" ] } }

4. Present with grand total and category breakdown first, then full itemized list grouped by category.

5. Ask: "Would you like this formatted for a specific expense tool like Expensify, QuickBooks, or a CSV?"