AgentPMT

Expense Report Processor

Saves ~50 min

Details

Processes employee expense reports by accepting receipt uploads, extracting receipt data via OCR, categorizing expenses, booking them to Zoho Books with correct expense accounts, generating an expense breakdown chart, and sending the compiled report for manager approval. Streamlines the entire expense reimbursement process.

Tools In This Workflow

Workflow Steps

  1. 1Request Receipts
  2. 2Upload Receipts to File Management
  3. 3Process Each Receipt
  4. 4OCR Extract Receipt
  5. 5Categorize Expense
  6. 6Book Expense to Zoho
  7. 7Create Expense Breakdown Chart
  8. 8Compile Expense Report
  9. 9Send for Approval
  10. 10Notify Completion
Step 1 of 10
Prompt1

Request Receipts

Goal: Collect expense receipts and employee information for processing | Inputs: Employee-provided receipt files (images or PDFs), employee name, and department | Outputs: Confirmed list of receipt files with employee name and department ready for processing | Constraints: Accept only valid receipt formats (PDF, PNG, JPG, JPEG). Must have employee name and department before proceeding. | Success criteria: At least one receipt is provided along with the employee name and department

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 69921c34aa85db8efed1384f ("Expense Report Processor").

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