Expense categories

See how an AI assistant can help with expense categories in Brandwave, including example prompts and the details it may ask for.

Using your AI assistant

Connect to the Brandwave MCP server, then ask your AI assistant in natural language. It will choose the right Brandwave task and ask for any details it needs.

List expense categories

List reusable expense categories with usage counts and recorded spend, ordered by any column.

Tool name: list_expense_categories. Protocol hints: readOnlyHint=true, destructiveHint=false, idempotentHint=true, openWorldHint=false.

Example prompt

text
List all expense categories in my workspace.

Details to provide

NameTypeRequiredDescription
pageIndexintegerRequiredZero-based page index for pagination.
pageSizeintegerRequiredNumber of items per page (1-100).
workspaceIdstring (UUID)RequiredWorkspace identifier.
searchTermstring—Free-text search term to filter results (max 200 characters).
sortBy'name' | 'expenseCount' | 'totalSpend' | 'createdAt'—Expense category field to sort by.
sortDirection'asc' | 'desc'—Sort direction: ascending or descending.

What you'll get back

Returns { items, totalCount, facets, _meta } with paginated results.

Create expense category

Create a reusable workspace-owned expense category while adding or editing expenses.

Tool name: create_expense_category. Protocol hints: readOnlyHint=false, destructiveHint=false, idempotentHint=false, openWorldHint=false.

Example prompt

text
Create a new expense category.

Details to provide

NameTypeRequiredDescription
workspaceIdstring (UUID)RequiredWorkspace identifier.
namestringRequiredReusable expense category name.

What you'll get back

Returns { data, _meta } with the result.

Update expense category

Update a reusable expense category name across every spend that uses it.

Tool name: update_expense_category. Protocol hints: readOnlyHint=false, destructiveHint=true, idempotentHint=true, openWorldHint=false.

Example prompt

text
Update the expense category.

Details to provide

NameTypeRequiredDescription
idstring (UUID)RequiredUnique identifier (UUID v4).
namestringRequired

What you'll get back

Returns { data, _meta } with the result.

Delete expense category

Remove an unused expense category; categories still used by live spend are blocked.

Tool name: delete_expense_category. Protocol hints: readOnlyHint=false, destructiveHint=true, idempotentHint=true, openWorldHint=false.

Example prompt

text
Delete this expense category.

Details to provide

NameTypeRequiredDescription
idstring (UUID)RequiredUnique identifier (UUID v4).

What you'll get back

Returns { data, _meta } with the result.