AI Hub/MCP use cases/Quick Past Coding Lookup

Use case · Moss connector

Quick Past Coding Lookup

Last updated: Nov 2026
Built by: Moss Finance

Shows how a supplier or invoice was coded in the past, over all time or a period you choose.

Invoice lookup and historyCodingSuppliersMonth-endAccountantAccounts payable clerk

How did we usually code invoices from Amazon?

Using skill · Quick past coding lookup

Reading Moss · invoices and their coding

Amazon, Demo NL B.V., all time, 12 bookings (rejected excluded)

GL	VAT	Cost centre	Cost carrier	Bookings	Share	Last used
495210 Office supplies	901 (21%)	912000 Operations	1002 Platform	9	75.0%	03 Nov 2026
495210 Office supplies	901 (21%)	913000 Finance	1002 Platform	2	16.7%	02 Sep 2026

1 more combination.

Usual booking

495210 / VAT 901 / 912000 Operations / 1002 Platform (9 of 12)

Deviations from the usual booking

Date	ID	Differs from the usual
02 Sep 2026	7f3a91c2-5b1e-4d7a-9c2e-1a4b6d8e0f31	Cost centre 913000 instead of 912000
05 Jun 2026	2b8e44d0-83f1-4c6a-b5d7-90e2c1a7f4b3	GL 495300 and VAT 902 instead of 495210 and VAT 901

1 more deviation.

Latest invoice

INV-00142, 03 Nov 2026, EUR 1,190.00, ID e5d2c8b1-4a69-47f0-8d3c-6b1f2a9e7c05

Split into 2 lines. Line 1 (EUR 840.00) is coded as usual. Line 2 (EUR 350.00) is coded 495210 / 901 / 913000 Finance / 1002 Platform.

12 bookings · 3 differ from the usual

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

What it does

Before you code a new invoice, check how the same supplier was booked before. Instead of opening old invoices one by one, this prompt shows the GL account, VAT code, cost centre and cost carrier used, how often, and the latest booking.

Use it when coding invoices and when checking one that looks odd.

Prompt

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

Quick Past Coding Lookup: 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]
• Supplier or invoice: [type supplier name or invoice number, or attach an invoice]
• Time frame: [all time or last X months]
• Fields: [GL account, VAT code, cost centre, cost carrier or all]

RULES
• Show how this supplier was booked in the past. Find the supplier by part of the name, name variants included. Exclude rejected invoices.
• For split invoices, read the coding on the lines.

OUTPUT
• Each booking combination: the chosen fields, number of bookings, share and latest date.
• The usual booking, and the bookings that differ from it, with transaction ID.
• The latest invoice with its coding and transaction ID.

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.

Goes well with

Use case · Accounts Payable

Invoices Due and Overdue

Lists unpaid invoices due soon, shows overdue ones separately and compares the total with your balance.

Due and overduePayment runCash planningRecurring checkAccounts payableAccountant

Use case · Accounts Payable

Payment Status Lookup

Looks up whether and when an invoice was paid, from a supplier, number or amount.

Payment statusSuppliersPaymentsAccounts payableAccountant

Set up