Example Use Cases
Common tasks you can solve by asking your connected AI assistant, with example prompts for each.
Once the Pliant MCP is connected to your AI client, you can ask it to handle these tasks directly. Paste any of the example prompts below into your chat to try it.
An agent can only do what the connecting member can already do in Pliant, so the tasks available to you depend on your role. See Access & Permissions for the full permission model.
For Finance Teams
Org-wide tasks for admins and accountants closing the books, chasing coding gaps, and reviewing spend.
| Use Case | Example Prompt | What the Agent Does |
|---|---|---|
| See what's blocking export | "How many transactions still need review, are missing a receipt, or are stuck in the export queue?" | Pulls exact counts for review status, missing receipts, and export status, so you know what's outstanding without paging through transactions. |
| Find and fix coding gaps | "Which transactions from last month are still missing a category or supplier?" | Searches transactions in the period, checks their accounting coding, and lists the ones missing a category, subcategory, VAT rate, or supplier. |
| Recategorize in bulk | "Set the category on these transactions to Travel and assign them to the Sales team." | Looks up each transaction, applies the category and team you specify, and confirms with you before making the change. |
| See top spend | "Which cards spent the most in the last 90 days, and how does spend break down by category?" | Ranks cards by net spend over the trailing 90 days and gives a category breakdown for the same window. |
| Check accounting reference data | "What suppliers, projects, subcategories, and VAT rates do we have set up?" | Lists your organization's accounting dimensions so you know what's available to code against. |
| Find receipts still missing | "Which transactions are missing a receipt this quarter, and what's our receipt inbox address?" | Returns the exact count and list of transactions without a receipt, and the email address for forwarding receipts to be matched automatically. |
| Cash snapshot | "What's our organization's expected monthly spend, and what are our card account limits and balances?" | Reports your organization's profile and financials view, and each card account's limit, available limit, and balance. |
| Look up a member or team | "List the members on the Ops team and show me one of their details." | Lists team membership and returns a member's summary. |
For Cardholders
Everyday tasks for anyone spending on a Pliant card and completing their own transaction coding.
| Use Case | Example Prompt | What the Agent Does |
|---|---|---|
| Find a specific transaction | "Find my transaction at [merchant] last month." | Searches by merchant and returns the transaction, including amount, date, category, and receipt status. |
| Check a receipt | "Does this transaction have a receipt attached?" | Looks up the transaction's receipts and reports what's attached, or tells you plainly if none is. |
| Add a comment | "Add a comment to this transaction explaining what it was for." | Sets the comment on the transaction and confirms with you before making the change. |
| Fix the supplier | "Who's the supplier on this transaction, and can you change it to [supplier]?" | Reads the current supplier, then reassigns it to the one you name. |
| Split a transaction's coding | "Set the VAT rate on this transaction's second split line." | Reads the transaction's accounting split and updates the VAT rate on the split you specify. |
| Check your cards | "List my active cards and show me the full history for this one." | Lists cards you have access to and returns one card's details plus a page of its history. |
What Comes Next?
Related Reading
Updated about 2 hours ago
Did this page help you?