Example Use Cases
What you can do with Pliant MCP, with example prompts and the full list of tools.
Once Pliant MCP is connected, ask your AI tool in plain language. What it can do depends on your role in Pliant. Pliant MCP is built for organization owners, admins and finance teams.
Prompts to try
Finance and accounting
- "How many transactions still need review, are missing a receipt, or are stuck in the export queue?"
- "Find last month's transactions without a category or supplier."
- "Apply the category Software and the team Marketing to these five transactions." (asks for confirmation first)
- "Rank our cards by net spend over the last 90 days, with a category breakdown."
- "Which suppliers, projects, subcategories and VAT rates can I use for coding?"
- "Split this hotel invoice into room and breakfast with different VAT rates."
- "Create a supplier called Acme GmbH with account number 70123."
Receipts
- "Which transactions from last month have no receipt?"
- "What is our receipt inbox address?"
- "Find the receipts in my Gmail from the last 30 days and forward them to our Pliant receipt inbox." (needs an email connector in your AI tool, for example Gmail)
- "Show me the receipt for this transaction."
Owners and admins
- "What is our expected monthly spend, and how much limit is left on each card account?"
- "Create a team called Berlin Sales with a monthly budget of 5,000 EUR."
- "Add Maria to the Berlin Sales team and make her manager."
- "Invite [email protected] as a cardholder in the Berlin Sales team."
- "Which cards are locked right now? Unlock the one for Jonas."
- "Show the country and category controls on this card."
- "Which teams have no members? Deactivate them."
Writes ask for your approvalWrite actions ask for your approval by default in most AI tools. You can change which tools need approval in your AI tool's settings.
Receipts by emailPliant MCP does not upload files itself. It gives your AI tool the receipt inbox address. With an email connector such as Gmail enabled in the same AI tool, the assistant can forward receipts from your mailbox to that address.
All tools
R = read only. W = changes data.
Organization
| Tool | What it does | |
|---|---|---|
whoami | R | Your member, roles and organization. |
get_organization_financials | R | Organization profile, expected monthly spend, card accounts with limits and balances. |
Members and teams
| Tool | What it does | |
|---|---|---|
list_members | R | Members of the organization. |
get_member_details | R | One member's summary. |
invite_member | W | Invite one member with roles and teams. |
deactivate_member | W | Deactivate a member. |
list_teams | R | Teams with budgets and managers. |
get_team_details | R | One team's details and members. |
create_team | W | Create a team. |
update_team_details | W | Rename a team or change its cost center. |
update_team_budget | W | Change a team budget. |
update_team_permissions | W | Change what a team may spend. |
manage_team_membership | W | Add or remove members, promote or demote managers. |
deactivate_team | W | Deactivate a team without members. |
delete_team | W | Delete a team. Permanent. |
delete_teams | W | Delete several teams at once. Permanent. |
Cards
| Tool | What it does | |
|---|---|---|
list_cards | R | Cards with status, limits and holder. |
get_card | R | Details of one card. |
get_card_controls | R | Country, currency, category, merchant and time controls of a card. |
list_card_additional_limits | R | Additional limits on a card. |
update_card | W | Lock or unlock a card, change limits, replace controls or additional limits. |
Transactions and spend
| Tool | What it does | |
|---|---|---|
list_transactions | R | Search card transactions by text, date, status, type, category, member or card. |
get_transaction_details | R | Full details of one transaction. |
get_transaction_counts | R | Exact counts for review status and missing receipts. |
get_export_status_counts | R | Exact counts by accounting export status. |
spend_analysis | R | Spend totals by month, category, member, card, card type or team. |
get_top_spending_cards | R | Highest-spending cards over the last 90 days. |
list_merchants | R | Merchants the organization has spent with. |
get_merchant_spend_history | R | Spend history for one merchant. |
list_account_entries | R | Account entries with receipt and review filters. |
get_account_entry_details | R | Details of one account entry. |
Receipts
| Tool | What it does | |
|---|---|---|
list_receipts | R | Receipts and their transactions. |
get_receipt | R | View a receipt (images, PDF pages or e-receipt). |
get_receipt_inbox | R | The email address for forwarding receipts. |
Coding and accounting
| Tool | What it does | |
|---|---|---|
get_accounting_split | R | Current split lines, subcategory and VAT rate of a transaction. |
list_accounting_dimensions | R | Suppliers, projects, subcategories, VAT rates and custom field options. |
code_transaction | W | Set comment, team, project, supplier, category or a custom field value on one transaction. |
split_transaction | W | Change subcategory or VAT rate, or split a transaction into several lines. |
create_accounting_dimension | W | Create a supplier, project, subcategory or VAT rate. |
update_accounting_dimension | W | Edit one of those entries. |
delete_accounting_dimension | W | Delete one of those entries. |
More tools are coming
We are adding tools in bundles, for example card requests and approvals, receipt management, statements and review actions. Looking for something specific, or want to issue cards and run other sensitive actions through MCP? Reach out to Pliant support, and ask about Pliant MCP Pro.
What comes next?
Updated about 21 hours ago
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