Approval Route Lookup
- Last updated
- Nov 2026
- Built by
- Moss Finance
Shows who must approve one specific item, in which order, and which rule routes it.
Amazon, invoice INV-10429, £224.50, approved
07 Oct 2026, ID 9031a3fc-0f75-47ee-95fa-8145c0dc2f9c
Rule: Office costs. One step, approved by Daniel Fischer on 08 Oct 2026. Nobody left to decide.
Earlier items of this supplier took a different route:
- INV-10311 (£224.50, 07 Jul 2026): rule Default, one step, approved by Sophie Wagner
- INV-10102 (£248.10, 15 May 2026): rule Default, two steps, approved by Lukas Meyer and then Emma Becker
What it does
Instead of clicking through the item and the approval rules, this prompt shows who has to approve one item, in which order, which rule sent it there and who already decided.
Use it when someone asks why an item is stuck for a quick look-up.
Prompt
Copy the prompt, then replace the highlighted placeholders in your AI assistant.
Approval Route 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] • Item: [type an invoice number, or a supplier and amount] • Compare with earlier items: [same supplier, last number months, optional] RULES • Find the item by invoice number first, then by supplier and amount. If several items fit, list them and ask me which one. • Show the approval route of that item in Moss, from submission to the last step. Do not guess amount limits or how many approvers are needed, because Moss does not return them. OUTPUT • The item: supplier, amount, currency, date, transaction ID and status. • The route: each step in order with the approver, the decision and the date, who still has to decide, and the name of the rule that routes it. Say if the item has no approval route. • If asked, whether earlier items of the same supplier took the same route.
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 minutesAdd the Moss connector and sign in with your Moss account.
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 oneCopy 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.
Link Moss to your LLM once
You sign in with your Moss account. After that, your LLM can reach Moss whenever you 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.
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
Approval Route Map
Maps all approval routes by rule and shows who and which team, cost centre or cost carrier carries the most approvals.
Stuck Approval Chaser
Lists items waiting too long for approval and drafts a message per approver.