AI Hub/MCP use cases/Highest-Amount Receipt Chase

Use case · Moss connector

Highest-Amount Receipt Chase

Last updated: Nov 2026
Built by: Moss Finance

Ranks transactions without a receipt by amount, so the biggest gaps get chased first.

Receipts and documentsMissing receipts and filesMonth-endReceiptsCardsAccountantExpense admin

Which card transactions have no receipt, biggest amounts first? Draft a message for each person.

Using skill · Highest-amount receipt chase

Reading Moss · card transactions

Top 5 of 13 open card transactions, EUR 1,152.30 missing in total

Merchant	Cardholder	Date	Amount	Running total	ID
Apple	Emma Becker	05 Nov	EUR 389.00 (draft)	EUR 389.00	04b9501a-97d1-4c8a-958e-e38a323abb57
Zoom	Lukas Meyer	17 Feb	EUR 289.90	EUR 678.90	1b4a4ff1-efcd-4732-a930-a49357f20b71
Adobe	Sophie Wagner	30 Oct	EUR 94.50 (draft)	EUR 773.40	a8333ba6-48ca-47fd-83d7-47bed5af11af
Amazon	Daniel Fischer	15 Aug	EUR 79.90	EUR 853.30	138ef817-3034-4ea1-befa-5c94377ba540
Uber	Lukas Meyer	19 Sep	EUR 68.50	EUR 921.80	7a872999-ebdb-403a-8fa7-83f7b73c5793

To escalate: These 5 cover 80% of the missing amount.

Message to LukasHi Lukas, two card payments still need a receipt in Moss, biggest first: Zoom, 17 Feb, EUR 289.90 (ID 1b4a4ff1-efcd-4732-a930-a49357f20b71) and Uber, 19 Sep, EUR 68.50 (ID 7a872999-ebdb-403a-8fa7-83f7b73c5793). Could you upload them by Fri 20 Nov? Thanks!

5 open transactions, EUR 921.80 · 4 messages drafted

Example using sample data · Claude + Moss MCPAnswered in 12 seconds

What it does

When time is short, you cannot chase everyone.

Instead of working through the card list person by person, this prompt ranks all open receipts in the card transactions tab in Moss by amount, shows how much of the missing value the top items cover and drafts a message per person, biggest item first. Use it weekly, before the card export and at month-end, to catch missing receipts with large amounts early.

Prompt

Copy the prompt, then replace the highlighted placeholders in your AI assistant.

Highest-Amount Receipt Chase: Use Moss MCP
Use AskUserQuestion (clickable multiple choice) to collect [inputs] first. Offer my real entities from Moss as options. Ask me to type names, dates and numbers in chat. If I pick Other, ask again for the exact value.

INPUTS
• Entity: [choose an entity or All entities]
• Time frame: [month, quarter or date range]
• Top: [number]
• Minimum amount: [amount, optional]
• Reply by: [date]
• Delivery: [overview in chat only or messages]

RULES
• Look only at the card transactions tab in Moss.
• Count drafts and receipts that are still pending as missing for the named time frame and entity.
• Rank by amount, highest first, and only above the minimum amount if given.

OUTPUT
• The top [number] open card transactions, highest amount first, with transaction ID, cardholder, merchant, date, amount and running total.
• A short message per cardholder that names their highest amount first, includes the transaction ID and asks for the receipts by the reply date.
• How much of the total missing amount the top items cover.

For whoever sets it up

Set it up

Connect Moss once, then copy the prompt or save it as a skill. Each takes about two minutes.

Connect Moss to your AI assistant

Once · about 2 minutes

Add the Moss connector and sign in with your Moss account.

Step 1 of 4 · illustration

On a team or enterprise plan, a workspace admin may need to allow custom connectors before you can add Moss.

Choose how you use it

Pick one

Copy the prompt for a quick run, or save it as a skill so Claude runs it the same way every time.

Copy the prompt from this page.
Paste it into a new chat with Moss MCP switched on.
Replace the highlighted placeholders and send.

Check a few transactions through the Moss links before you send any reminders.

How MCP works

MCP is an open standard that lets your LLM look things up in other tools. The Moss MCP gives it read access to your Moss data, so it answers from your real numbers.

01 · Connect

Link Moss to your LLM once

You sign in with your Moss account. After that, your LLM can reach Moss whenever you ask.

02 · Ask

Use a prompt in plain English

Your LLM asks the Moss MCP for what it needs, such as expenses, budgets, bank transactions or receipt files.

03 · Get

An answer from your own data

Lists, summaries and drafts based on what is in Moss. Nothing in Moss is changed.

What MCP can see

You stay in control. The Moss MCP only reads data. It can't change or pay anything.

It can	It can't
Read card transactions and their receipt status	Change, approve or delete anything
Read cardholders, teams and entities	Make payments or move money

FAQ

Yes, for the data. The connector reads your own Moss data, so you need a Moss account.

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Set up