AI Hub/MCP use cases/Bulk Invoice Download

Use case · Moss connector

Bulk Invoice Download

Last updated: Nov 2026
Built by: Moss Finance

Downloads all documents of any supplier for any date range in one go.

Receipts and documentsReceiptsAccountant

Download all Amazon documents from this year and show me an overview in chat.

Using skill · Bulk invoice download

Reading Moss · card transactions, invoices and reimbursements

Amazon: 4 invoices, 0 card transactions, 0 reimbursements

Invoice	Date	Amount	Status	ID	File
INV-10429	07 Oct	£224.50	Approved	9031a3fc-0f75-47ee-95fa-8145c0dc2f9c	2026-10-07_Amazon_INV-10429.pdf
INV-10486	27 Oct	£251.90	Approved	b4163910-5d90-451d-981f-c1b5d580abee	2026-10-27_Amazon_INV-10486.pdf
INV-10512	03 Nov	£233.40	Approved	e44e546c-70c2-4ab3-87d1-7b7ef00715a3	2026-11-03_Amazon_INV-10512.pdf
INV-10547	10 Nov	£168.20	Approved	cfe8f88f-0d36-496b-b87d-3f1132d3009c	2026-11-10_Amazon_INV-10547.pdf

To escalate: Rejected left out: 0. Files delivered: 4 in one folder. Items without a file: 0. Items with several files: 0.

4 items found · 4 files delivered

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

What it does

When you want to download all documents of a supplier, you normally open each transaction and invoice and download every file by hand.

This prompt finds everything for the supplier, collects the files in one folder with clean names and lists what has no file. Use it for audits, advisor hand-offs and supplier queries.

Prompt

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

Bulk Invoice Download: 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: [type one or several supplier names, or choose All]
• Date range: [start date] to [end date]
• Delivery: [overview in chat & files, Excel overview & files, or files only]

RULES
• Look at invoices, card transactions and reimbursements in Moss.
• Match card transactions by merchant name and reimbursements by description.
• If you cannot save files, give download links instead.

OUTPUT
• Every item of the supplier in the date range except rejected ones, with the files in one folder, named date_supplier_documentnumber.
• An overview per item, oldest first: source (card transaction, invoice or reimbursement), document number, date, gross amount, currency, status (Draft, In review, Approved or Paid), transaction ID, file name and file link.
• How many items were found per source, how many rejected were left out, how many files were delivered, and which items have no file or several files.

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 · Receipts and Documents

Invoices Without Attachment

Finds supplier invoices with no attachment and who to ask for the document.

Receipts and documentsMissing receipts and filesMonth-endReceiptsAccountant

Use case · Receipts and Documents

Missing Receipt Chaser

Lists card transactions with no receipt and drafts a reminder for each cardholder.

Receipts and documentsMissing receipts and filesMonth-endReceiptsCardsRecurring checkAccountantExpense admin

Set up