> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI assistants (MCP)

> Connect ClearSpend to Claude or ChatGPT and query subscriptions and renewals from the assistant's chat window.

Ask about subscriptions, renewals, and transactions from Claude, ChatGPT, or any MCP-compatible client. ClearSpend exposes a read-only [Model Context Protocol](https://modelcontextprotocol.io) server at `https://api.clearspend.ai/mcp/grepsr`. Sign in with OAuth 2.1 using the same account as the webapp.

<Accordion title="Available tools">
  The MCP server is read-only. Every tool is scoped to the caller's org.

  | Tool                     | What it returns                                                                                              |
  | ------------------------ | ------------------------------------------------------------------------------------------------------------ |
  | `whoami`                 | The user / org / scope the current connection resolves to.                                                   |
  | `get_org_metrics`        | High-level counts: subscriptions, integrations, apps.                                                        |
  | `list_subscriptions`     | Subscriptions with billing cycle, cost, renewal date, owner, and tags. Optional `search`, `tag`, or `limit`. |
  | `list_tags`              | All tag names used in the workspace. Use before filtering `list_subscriptions` by tag.                       |
  | `list_app_users`         | Seat-holders for a given subscription's underlying app.                                                      |
  | `list_transactions`      | Per-transaction line items over a date window (defaults to the last 30 days).                                |
  | `list_upcoming_renewals` | Subscriptions renewing within the next N days (default 30, max 365).                                         |
</Accordion>

## Adding ClearSpend to Claude

<Steps>
  <Step title="Open Claude's connector settings">
    In Claude Desktop, open **Settings → Connectors**. On claude.ai, the entry point is **Settings → Connectors → Add custom connector**.
  </Step>

  <Step title="Paste the server URL">
    Name the connector **ClearSpend** and paste `https://api.clearspend.ai/mcp/grepsr` as the URL. Authentication mode is **OAuth**.
  </Step>

  <Step title="Authorize">
    Claude redirects you to sign in with the same account you use for the webapp.
  </Step>

  <Step title="Start asking questions">
    Try *"What ClearSpend subscriptions renew in the next 30 days?"* or *"Who uses our Figma subscription?"* The assistant will pick the right tool automatically.
  </Step>
</Steps>

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## Adding ClearSpend to ChatGPT

<Steps>
  <Step title="Open ChatGPT's connector settings">
    In ChatGPT, open **Settings → Connectors → Add custom connector**.
  </Step>

  <Step title="Paste the server URL">
    Name the connector **ClearSpend** and paste `https://api.clearspend.ai/mcp/grepsr` as the URL. Set the authentication mode to **OAuth**.
  </Step>

  <Step title="Authorize">
    ChatGPT redirects you to sign in with the same account you use for the ClearSpend webapp.
  </Step>

  <Step title="Start asking questions">
    Try *"List my upcoming renewals in the next 30 days"* or *"What's our total SaaS spend this month?"* ChatGPT will pick the right tool automatically.
  </Step>
</Steps>

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</video>

## Other MCP-compatible clients

Any client that supports the [Model Context Protocol](https://modelcontextprotocol.io) can connect using the same server URL (`https://api.clearspend.ai/mcp/grepsr`) and OAuth 2.1 flow. Refer to your client's MCP documentation for exact steps.