AI Hub/MCP use cases/Approval Route Map

Use case · Moss connector

Approval Route Map

Last updated: Nov 2026
Built by: Moss Finance

Maps all approval routes by rule and shows who and which team, cost centre or cost carrier carries the most approvals.

ApprovalsApproval routesAuditOverviewHead of finance / CFOInternal audit

Map all our approval routes. Who approves what, and who or which team carries the most approvals?

Using skill · Approval route map

Reading Moss · invoices and approval details

28 invoices, £68,156.15, 5 approval rules

Rule	Invoices	Amount	Steps	Team	Cost centre
Default	12	£3,310.20	One step, approver differs per invoice (4 people)	Management	General Administration
Office	6	£9,845.60	Step 1 Daniel Fischer. Step 2 on 4 invoices, Sophie Wagner or Lukas Meyer	Office	General Administration
Finance (>10k)	2	£48,900.00	Three steps. Step 1 Anna Keller, steps 2 and 3 a different person on each invoice	Finance	General Administration

2 more rules.

Who carries the most approvals: Sophie Wagner 10 approvals, £38,420.55. Daniel Fischer 6, £9,845.60. Lukas Meyer 4, £2,950.00.

Team: Management 12 invoices (43%), Finance 7 (25%), Office 6 (21%), Operations 3 (11%). Cost centre: General Administration 22 invoices, £62,100.00 (91% of value). Cost carrier: Demo NL B.V. 27 invoices, £67,200.15 (99% of value).

To escalate: Moss does not return the rule settings, so amount limits and conditions are not shown.

5 approval rules mapped · 28 invoices

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

What it does

Approval audits, role changes and new entities or teams: instead of reading every approval rule one by one in the settings, this prompt maps how items are actually routed, who approves at each step and who, which team, cost centre or cost carrier carries the most approvals.

Use it for audits and whenever approval rules are reviewed.

Prompt

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

Approval Route Map: 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: last [number] months
• Item types: [invoices, reimbursements, card transactions or all]
• Delivery: [overview in chat, or Excel overview]

RULES
• Map all approval routes in Moss for the chosen items: for each approval rule, who approves at each step.
• Learn the routes from the approval details of the items in the time frame, 100 items at a time. Don’t invent rules. Items approved automatically or without a route can be excluded.

OUTPUT
• The route map: one line per approval rule with item types, the steps in order with their approvers, and the teams, cost centres and cost carriers it applied to.
• Who carries the most approvals: approvers ranked by number and value of items.
• Which teams, cost centres and cost carriers carry the most: number and value of items, with share of the total.

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 · Approvals

Approval Route Lookup

Shows who must approve one specific item, in which order, and which rule routes it.

ApprovalsApproval routesAuditSingle lookupAccountantInternal audit

Use case · Approvals

Stuck Approval Chaser

Lists items waiting too long for approval and drafts a message per approver.

ApprovalsApproval statusRemindersMonth-endAccountantHead of finance / CFO

Set up