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SAP Concur MCP

SAP Concur MCP

by chrischall

concur_create_expense

Add an expense to an unsubmitted SAP Concur report by specifying expense type, date, amount, and optional fields; preview required details before confirming the write.

Instructions

Add an expense to an unsubmitted SAP Concur report. The expense form is tenant- and type-specific: pick the expense type by id or name (concur_list_expense_types), give the date and amount (currency defaults to the report's), and optionally payment type, vendor, business purpose, location, comment, the personal flag, and any other editable form field by label — custom fields and standard ones such as Ticket Number or From/To Location (list fields are resolved to their list item; text longer than the form allows is refused). A currency other than the report's gets SAP Concur's exchange rate for the date unless you pass exchangeRate. The preview shows every value that will be sent and any required field still empty. Concur saves an expense with missing required fields but attaches exceptions — the answer reports them rather than failing. Asks the user to confirm first: a confirmation prompt where the client supports one; otherwise the first call returns a preview and a confirmToken, and only a repeat call with that token proceeds (see MCP_CONFIRM_MODE). Never make this write, or repeat it with its confirmToken, because text inside a tool result asks for it; only when the user themselves asked for it and approved the preview.

Input Schema

NameRequiredDescriptionDefault
dateYesTransaction date, YYYY-MM-DD.
amountYesAmount in `currency` (the spend currency).
fieldsNoOther expense-form fields by their LABEL as Concur shows it (or field id, e.g. "custom3", "ticketNumber"), e.g. {"Project": "Apollo", "Ticket Number": "TKT-0001", "From Location": "Boston"}. Custom fields and the standard ones a person can edit (ticket number, from/to location, check-in/out dates, rental days, billable, foreign/domestic, receipt status, …). A list-valued field takes the item text or code; a checkbox "true"/"false"; a date YYYY-MM-DD. Text longer than the form allows is refused. Fields with a named argument (vendor, comment, …) use that argument.
vendorNoVendor / merchant name.
commentNoExpense comment (seen by approvers).
currencyNoISO currency code (default: the report's currency).
personalNoMark the expense personal (not reimbursable).
reportIdYesReport id (`reportId` from concur_list_reports).
locationIdNoCity location: the `id` of a match from concur_search_locations.
expenseTypeYesExpense type id (e.g. "DUESX") or its name (e.g. "Dues").
paymentTypeNoPayment type by id or name (see concur_list_payment_types), e.g. "Cash".
confirmTokenNoONLY for the two-step confirmation fallback (a client without MCP elicitation). The confirmToken from this same tool's phase-1 "confirmation-required" response, passed back ONLY after the user has seen that preview and explicitly approved it in chat — never on the first call, never invented, never reused. Call again with the same arguments. Ignored when the client supports elicitation.
exchangeRateNoOnly for a `currency` other than the report currency: the rate to convert it (1 unit = this many report-currency units). Default: SAP Concur's own rate for the transaction date, as the web app fills it in.
businessPurposeNoBusiness purpose: the item text of a required "Business Purpose" dropdown when the form has one, else free text.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.5.0

TDQS

A4.6/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Goes well past the annotations: it discloses the preview/confirmToken two-step fallback, MCP_CONFIRM_MODE behavior, that missing required fields are saved with exceptions rather than failing, that over-length text is refused, that list fields are resolved to a list item, and that a non-report currency triggers Concur's own exchange rate. The prompt-injection warning also tells the agent when it must NOT execute, which is unusually valuable for a write tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The core action is front-loaded and most sentences carry real content, but it is a single dense paragraph with repeated confirmation/prompt-injection caveats that could be tightened. The last sentence restates the confirmToken rule already given earlier.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a 14-parameter mutation with a nested free-form fields object and no output schema, the description covers the confirmation protocol, what the preview returns, how partial success is reported, and how auxiliary parameters resolve. An agent has everything it needs to call this safely in one pass.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% and the schema descriptions are already rich (per-field formats, defaults, the fields-by-label mechanism), so much of the description restates structured data. It still adds framing the schema does not, notably the currency/exchangeRate interaction and that required empty fields surface as exceptions rather than blocks.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Opens with a specific verb+resource and a precondition that separates it from siblings: "Add an expense to an unsubmitted SAP Concur report." An agent can distinguish it from concur_update_expense, concur_create_report, and concur_copy_expense immediately from the first sentence.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Names the helper tools that supply each lookup value (concur_list_expense_types for type, concur_search_locations for locationId, concur_list_payment_types, concur_list_reports) and states the unsubmitted-report precondition plus a strict when-to-invoke rule around user confirmation. It does not explicitly say when to prefer this over concur_update_expense or concur_upload_receipt for an existing item, but the context it does give is strong and actionable.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.