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 fiscal spend.
• 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

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

Claude calls getDepartments to retrieve all departments with team sizes, product counts, and fiscal YTD spend.

Sample response:

Top 5 Departments by SaaS Spend (Fiscal YTD):

1. Engineering     — 85 people | 32 products | $485,200
2. Sales           — 45 people | 18 products | $312,500
3. Marketing       — 28 people | 24 products | $198,750
4. Customer Success— 35 people | 15 products | $145,000
5. Product         — 42 people | 19 products | $132,800

Total Organization Spend: $1,274,250 YTD

Follow-up prompts: "What are the top 5 marketing spends?" / "Who's in the Engineering department?"

Example 2 — Vendor Spend by Department

Prompt: "What are the top 5 marketing spends?"

Claude calls queryVendors filtered by the Marketing department, sorted by spend.

Sample response:

Top 5 Marketing Vendors by Spend:

1. Gong        — $100,000/yr | 1 active contract
2. HubSpot     — $48,000/yr  | 2 active contracts
3. Ahrefs      — $28,500/yr  | 1 active contract
4. Hootsuite   — $12,750/yr  | 1 active contract
5. Canva Pro   — $9,500/yr   | 1 active contract

Total Marketing SaaS Spend: $198,750

Follow-up prompts: "Give me details on Gong" / "What's our LinkedIn spend?"

Example 3 — Personal Task Management

Prompt: "What tasks do I have pending?"

Claude calls getCurrentUser to identify you, then getUserTasks to fetch your pending items.

Sample response:

Buying Tasks (5):
• Approve Zoom renewal (REQ-2024-1234) — Due Mar 1 | Manager Approval
• Review Figma pricing (REQ-2024-1235) — Due Mar 3 | Budget Review

Management Tasks (2):
• App Owner Assignment — 822 products need owners assigned
• New Products Review  — 263 unrecognized products to categorize

⚠️ 827 total pending management tasks require attention.

Follow-up prompts: "What requests are open?" / "Show me overdue tasks"

Frequently Asked Questions

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/

Is there an additional cost for the MCP integration?
No — the MCP server is included with all Spendflo Enterprise plans. Contact sales@spendflo.com for details.

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

Last Updated: February 25, 2026  |  Version: 1.0.0  |  Server: Spendflo MCP