Spendflo MCP Server – Claude Integration Guide

The Spendflo MCP Server connects Claude (Anthropic's AI assistant) to your Spendflo workspace, enabling natural language queries across your SaaS contracts, vendors, procurement workflows, and team structure.

Table of Contents

• Features
• Setup & Connection
• Authentication
• Usage Examples
• Frequently Asked Questions
• Privacy & Security
• Support
• Technical Specifications

Features

Contract Management

• Query & Filter Contracts — Search by status, date range, cost, vendor, owner, and more.
• Renewal Tracking — Identify upcoming renewals and auto-renewal status.
• Contract Analytics — Calculate total contract values and summary metrics.
• Advanced Filtering — Filter by contract type (long-term/monthly), tags, and custom criteria.

Vendor & Spend Analysis

• Vendor Intelligence — Query vendor relationships, ownership, and department mapping.
• Spend Trends — Track actual vs. contracted spend over time.
• Multi-dimensional Analysis — Analyze spend by day, week, month, quarter, or year.

Workflow & Approvals

• Request Tracking — Monitor procurement requests and workflow instances.
• Approval Visibility — Identify current approvers and task owners for pending requests.
• Status Monitoring — Track request progress, completion, and bottlenecks.
• Task Management — View pending and overdue tasks across buying and management workflows.

Team & Organization

• Department Insights — Access department structure, headcount, and products use.
• User Management — Query users by department, role, and team ownership.
• Task Assignments — See who's responsible for procurement and management tasks.

Setup & Connection

Follow these steps to connect Spendflo to Claude:

1. Visit the Anthropic MCP Directory.
2. Search for Spendflo in the available connectors.
3. Click Connect on the Spendflo MCP Server tile.
4. You'll be redirected to Spendflo's OAuth login page.
5. Sign in with your Spendflo account credentials.
6. Review and authorize the requested permissions.
7. You'll be redirected back to Claude — the connection is now active.

Authentication

This integration uses OAuth 2.0 (Authorization Code Flow) via Frontegg.

Requirements:

• An active Spendflo account
• A valid email address associated with your Spendflo workspace

Security:

• All data is transmitted over HTTPS/TLS encryption.
• OAuth tokens are securely managed by the MCP protocol.
• No conversation data is stored or logged by Spendflo.

Usage Examples

Example 1: Department Overview and Spend Analysis

User Prompt: "What are the different departments present in Spendflo?"

What Happens: Claude uses the getDepartments tool to retrieve all departments with their team sizes and product counts

Example Response:

I found 'N' departments in your Spendflo organization:

Top 5 Departments by SaaS Spend:

1. Engineering
   - Team Size: 85 people
   - Active Products: 32

2. Sales
   - Team Size: 45 people
   - Active Products: 18

3. Marketing
   - Team Size: 28 people
   - Active Products: 24

4. Customer Success
   - Team Size: 35 people
   - Active Products: 15

5. Product
   - Team Size: 42 people
   - Active Products: 19

Follow-up Questions You Can Ask:

• "What are the top 5 Engineering & QA spends?"
• "Who's in the Marketing department?"

Example 2: Engineering & QA Vendor Spend Analysis

User Prompt: "What are top 5 Engineering & QA spends?"

What Happens: Claude uses the queryVendors tool with department filter for Engineering & QA, sorted by fiscal spend.

Example Response:

Top 5 Engineering & QA Vendors by Spend:

1. Gong
   - Annual Spend: $100,000
   - Department: Engineering & QA
   - Active Contracts: 1
   - Status: Active

2. HubSpot
   - Annual Spend: $48,000
   - Department: Engineering & QA
   - Active Contracts: 2
   - Status: Active

3. Ahrefs
   - Annual Spend: $28,500
   - Department: Engineering & QA
   - Active Contracts: 1
   - Status: Active

4. Hootsuite
   - Annual Spend: $12,750
   - Department: Engineering & QA
   - Active Contracts: 1
   - Status: Active

5. Canva Pro
   - Annual Spend: $9,500
   - Department: Engineering & QA
   - Active Contracts: 1
   - Status: Active

Total Engineering & QA SaaS Spend: $198,750

Follow-up Questions You Can Ask:

• "Give me the details on HubSpot"
• "What's our Chargebee spend?"

Example 3: Personal Task Management

User Prompt: "What tasks do I have pending?"

What Happens: Claude uses:

• getCurrentUser — Identifies who you are
• getUserTasks — Retrieves your pending tasks

Example Response:

You have pending tasks across three categories:

Buying Tasks (5):
1. Approve Zoom renewal (REQ-2024-1234)
   - Vendor: Zoom
   - Due: March 1, 2026
   - Task: Manager Approval

2. Review Figma pricing (REQ-2024-1235)
   - Vendor: Figma
   - Due: March 3, 2026
   - Task: Budget Review

Management Tasks (2):
1. App Owner Assignment
   - Count: 822 products need owners assigned
   - Priority: High

2. New Products Review
   - Count: 263 unrecognized products to categorize
   - Priority: Medium

⚠️ You have 827 total pending management tasks requiring attention.

Follow-up Questions You Can Ask:

• "What requests are open?"
• "Show me overdue tasks"

Frequently Asked Questions

Can I connect Spendflo to multiple AI assistants at once?
Yes — the same Spendflo account can be connected to Claude and other AI assistants simultaneously.

Can the AI modify my contracts or approve requests?
No. The current integration is read-only. All tools query data only — no records can be created, updated, or deleted through Claude.

How often is the data refreshed?
Data is real-time. Every query fetches the latest information directly from your Spendflo workspace.

What happens if my Spendflo subscription expires?
The MCP connection will be automatically disabled. Reactivating your subscription will restore access.

Is there an additional cost for the MCP integration?
No — the MCP server is included with all Spendflo Enterprise plans.

Privacy & Security

• No AI conversation data is stored or analyzed by Spendflo.
• All data is transmitted via HTTPS/TLS encryption.
• Infrastructure is SOC 2 Type II compliant.

Read the full Privacy Policy.

Support

If you encounter errors or unexpected behavior, please gather the following before reaching out:

• The exact prompt you used
• Your Spendflo role and permissions
• Whether your OAuth connection is active
• The tool that failed (if known) and the error message
• Timestamp of the issue

Technical Specifications