vendor-spend-analyzer

Vendor Spend Analyzer

Prerequisites

This skill needs the iGPT MCP at https://mcp.igpt.ai/.

If the MCP tools aren't available or return an auth error, tell the user to install the iGPT plugin (/plugin marketplace add igptai/skills) or add https://mcp.igpt.ai/ as a connector, then complete OAuth and say "ready". Retry once after they confirm. Never invent tokens or OAuth URLs. For deeper troubleshooting: https://raw.githubusercontent.com/igptai/skills/main/shared/mcp-guard.md

What This Skill Does

Aggregates all payment receipts, invoices, and billing emails by vendor to calculate total spend per vendor over a period. Identifies the largest spend categories, flags unexpected increases, and returns a ranked vendor spend breakdown.

Workflow

1. Before calling any tool, collect these values from the user. Offer the defaults and let the user override them; do not invent values they did not give.

   • [time_range] — what window of email to analyze. The user may give this in any form ("last 12 months", "the last year", "May 2024", "since the budget reset"). Default: the last 12 months. Keep the user's natural phrasing for use in the ask input; convert to ISO dates separately for the search call.
   • [local_currency] — the currency to convert all totals into (e.g. USD, EUR, ILS). No default — must come from the user.

2. Call search with:

   • query: invoice receipt payment billing charge vendor
   • date_from: ISO start date derived from [time_range]
   • date_to: ISO end date derived from [time_range] (or today if open-ended)

3. Call ask with:

   • input: Review all invoices, receipts, and billing emails from [time_range]. For each vendor calculate the total amount paid across all transactions in that period. Convert all amounts to [local_currency]. Rank vendors by total spend and identify the category of spend for each.
   • output_format: { "strict": true, "schema": { "type": "object", "description": "Vendor spend analysis report for a specific time period", "additionalProperties": false, "properties": { "period_from": { "type": "string", "description": "ISO8601 start date of the analysis period" }, "period_to": { "type": "string", "description": "ISO8601 end date of the analysis period" }, "local_currency": { "type": "string", "description": "Currency all amounts have been converted to" }, "vendors": { "type": "array", "description": "List of vendors ranked by total spend descending", "items": { "type": "object", "description": "A single vendor with aggregated spend data", "additionalProperties": false, "properties": { "vendor": { "type": "string", "description": "Name of the vendor or service provider" }, "total_spend": { "type": "number", "description": "Total amount paid to this vendor in local currency over the period" }, "transaction_count": { "type": "number", "description": "Number of individual invoices or charges from this vendor" }, "category": { "type": "string", "description": "Type of service or product this vendor provides", "enum": [ "saas", "hosting", "freelancer", "agency", "supplier", "travel", "office", "legal", "finance", "marketing", "other" ] }, "billing_frequency": { "type": "string", "description": "How often this vendor bills based on email pattern", "enum": ["monthly", "annual", "one_time", "irregular", "unknown"] }, "last_charge_date": { "type": "string", "description": "ISO8601 date of the most recent charge from this vendor" } }, "required": [ "vendor", "total_spend", "transaction_count", "category", "billing_frequency", "last_charge_date" ] } }, "totals_by_category": { "type": "array", "description": "Total spend aggregated by vendor category", "items": { "type": "object", "description": "Category spend subtotal", "additionalProperties": false, "properties": { "category": { "type": "string", "description": "Vendor category name" }, "total": { "type": "number", "description": "Total spend in this category in local currency" }, "percentage_of_total": { "type": "number", "description": "This category's share of total spend as a percentage" } }, "required": ["category", "total", "percentage_of_total"] } }, "grand_total": { "type": "number", "description": "Total spend across all vendors in local currency" }, "summary": { "type": "string", "description": "One or two sentence summary of total spend, top vendor, and largest category" } }, "required": [ "period_from", "period_to", "local_currency", "vendors", "totals_by_category", "grand_total", "summary" ] } }

4. Present with category breakdown first, then ranked vendor list. Lead with grand total and the top 3 vendors by spend.

5. Ask: "Would you like me to flag any vendors worth reviewing or renegotiating?"