Inteligência Corporativa Clara

Uploads a document (invoice/receipt/other) to a Clara transaction. Verifies the transaction belongs to the caller's company before uploading.

upload-transaction-document

Show the connected identity: the resolved Clara user/company, role, whether that role may use the card and transaction tools, and granted scopes. Great first call to verify the connection.

whoami

Returns the list of Clara cards for the authenticated user. Includes card details, status, and balance cutoff information.

list-cards

Locks (blocks) or unlocks a Clara card for the current company. Use it when the user asks to block, freeze or unblock a card. Get the card_uuid from list-cards first. This changes only the card's status: it moves no funds, makes no payment and changes no balance or credit limit.

block-unblock-cards

Switch the active company for this connection. Re-runs the Clara exchange for the chosen company and reports whether the role there may use the card and transaction tools (eligibleToConnect). Changes only which company this session reads and writes as; it moves no funds and alters no company data.

switch_company

List every company the connected user belongs to, with their role, whether that role may use the card and transaction tools (eligibleToConnect), and which one is active.

list_companies

Search and retrieve expense transactions from Clara. Use for recent transactions, spending analysis, or filtering by date and status. Statuses: 1=authorized, 2=pending, 3=notification, 4=rejected, 5=processing.

list-card-transactions