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.

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

Example prompt#

text

List all expense categories in my organization.

Details to provide#

Name	Type	Required	Description
pageIndex	`integer`	Required	Zero-based page index for pagination.
pageSize	`integer`	Required	Number of items per page (1-100).
organizationId	`string (UUID)`	Required	Organization identifier.
searchTerm	`string`	—	Free-text search term to filter results (max 200 characters).
sortBy	`string`	—	Column name 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 organization-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#

Name	Type	Required	Description
organizationId	`string (UUID)`	Required	Organization identifier.
name	`string`	Required	Reusable 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#

Name	Type	Required	Description
id	`string (UUID)`	Required	Unique identifier (UUID v4).
name	`string`	Required

What you'll get back#

Returns { data, _meta } with the result.

Delete expense category#

Permanently delete an unused expense category; referenced categories 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#

Name	Type	Required	Description
id	`string (UUID)`	Required	Unique identifier (UUID v4).

What you'll get back#

Returns { data, _meta } with the result.