Missing Receipt Chaser
- Last updated
- Nov 2026
- Built by
- Moss Finance
Lists card transactions with no receipt and drafts a reminder for each cardholder.
Open receipts: 11 transactions, £834.15
- Lukas Meyer: 2 open, £137.00. 17 Sep, Uber, £68.50, ID 8986f84b-fc8d-412c-8866-e3a1c3ed56ba; 24 Sep, Amazon, £68.50, ID f61b44cd-7b16-4b2c-b275-8a988e6613c0
- Emma Becker: 1 open, £384.90. 05 Nov, Adobe, £384.90 (draft), ID 7b1f8f6b-6a32-40ad-a0a6-e86a21d9e580
5 more cardholders.
What it does
Instead of filtering the card list by hand to see who has not uploaded receipts, this prompt finds every open receipt, groups them by person and drafts the first message to each.
Use it weekly, before the card export and at month-end, to catch missing receipts early.
Prompt
Copy the prompt, then replace the highlighted placeholders in your AI assistant.
Missing Receipt Chaser: 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: [start date] to [end date] • Reply by: [date] • Tone: [friendly or formal] • Delivery: [overview in chat & message, or Excel overview only] 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. OUTPUT • Per cardholder: number of open transactions, total, and each transaction with transaction ID, date, merchant and amount, oldest first. • A short message per cardholder asking for the receipts by the reply date. • Total open count and amount.
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.
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