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Create an expense report from your trip receipts

Each receipt read and entered with its category and currency, in a report that you check before it goes.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Find the receipts for my trip trip from start date to end date in my Gmail and in the Google Drive folder folder. Read the date, the vendor, the amount, the currency and the category of each receipt. Create a new report in Expensify with the name of the trip, and add one expense for each receipt with the image attached. Mark the receipts that are above the policy limits or outside the trip dates. Ask me before you submit the report.

  • It works in Expensify, Gmail and Google Drive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
tripA short name for the tripClient visit Lisbon
start dateThe first day of the trip13 Oct 2026
end dateThe last day of the trip16 Oct 2026
folderThe Google Drive folder with photos of paper receiptsReceipts/Lisbon

What you get back

An example run with the example values above. Your run uses your own data.

Report: Client visit Lisbon, 13 to 16 Oct, 11 expenses, 1,486.70 EUR

DateVendorCategoryAmount
13 OctAtlantica AirAirfare412.80 EUR
13 OctHotel MiradouroLodging, 3 nights627.00 EUR
14 OctTaberna do LargoMeals: client146.50 EUR (above the limit of 60 EUR per person for 2 people)
15 OctCityRideTaxi18.40 EUR

... 6 more

17 OctAirport parkingParking54.00 EUR (one day after the trip)

Waiting for your approval to submit.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 4 blanks

    Type trip, start date, end date and folder. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Find the receipts for my trip Client visit Lisbon from 13 Oct 2026 to 16 Oct 2026 in my Gmail and in the Google Drive folder Receipts/Lisbon. Read the date, the vendor, the amount, the currency and the category of each receipt. Create a new report in Expensify with the name of the trip, and add one expense for each receipt with the image attached. Mark the receipts that are above the policy limits or outside the trip dates. Ask me before you submit the report."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Create an expense report from your trip receipts" template with trip = Client visit Lisbon; start date = 13 Oct 2026; end date = 16 Oct 2026; folder = Receipts/Lisbon.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Find the receipts for my trip Client visit Lisbon from 13 Oct 2026 to 16 Oct 2026 in my Gmail and in the Google Drive folder Receipts/Lisbon. Read the date, the vendor, the amount, the currency and the category of each receipt. Create a new report in Expensify with the name of the trip, and add one expense for each receipt with the image attached. Mark the receipts that are above the policy limits or outside the trip dates. Ask me before you submit the report."
  }
}

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