workspace_approve
ChatGPTMark up to 100 explicitly selected receipts as reviewed. Does not change amounts or labels. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_browse
ChatGPTSearch saved receipts by merchant, item, label, category, date, status or currency. Totals cover all filtered results, separated by currency. Reads never mutate receipts. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_create_label
ChatGPTCreate an organizational label such as a trip, project or receipt collection. Existing identical names are returned without modification. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_edit
ChatGPTUpdate only explicitly requested receipt fields. Requires expectedUpdatedAt from a fresh workspace_receipt result; stale edits fail. A successful edit marks the receipt reviewed. Do not present receipt flags as verified tax deductibility or reimbursement eligibility. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_export
ChatGPTExport exactly the selected receipts to CSV, Excel or JSON. Includes purchase details and existing labels. Maximum 100 receipts. Returns the generated file bytes as an embedded resource. Save or attach those exact bytes with the returned filename; do not reconstruct the file or fetch its URI when bytes are present. Does not submit a reimbursement claim or contact anyone. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_items
ChatGPTSearch individual purchased items. Link each purchase to its returned receipt.url, which requires Tracklified sign-in. Currency totals cover the full filtered result set. Never add currencies together. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_label
ChatGPTAdd or remove existing labels from up to 100 explicitly selected receipts. Every receipt and label must belong to this account. HSA/FSA and Tax labels can be automatically suggested during receipt processing or explicitly changed by the user; they do not verify eligibility or deductibility. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_match
ChatGPTCompare a statement's charges against saved receipts in the specified currency. Returns proposed matches and missing/uncertain charges; nothing is saved. Maximum 100 charges, one-year date span. Receipt coverage is not proof of a complete bank statement. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_mentions
ChatGPTSearch for a saved receipt to attach to the composer. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_open
ChatGPTOpen the full receipt workspace when the user asks to open or work in it. Browse, select, edit, label, upload and export receipts. For a compact conversation result use workspace_panel. Accepts empty input. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_panel
ChatGPTShow a compact list of receipts alongside this conversation, with an action to expand the workspace. Use for requests to show receipts. Pass the requested filters. Accepts empty input. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_receipt
ChatGPTGet receipt fields, labels, line items, its current edit version and authenticated receiptUrl. Use receiptUrl when linking to the receipt. Signed image URLs are UI-only. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
workspace_upload
ChatGPTSave a user-selected receipt image or PDF using Tracklified's existing processing, quota and duplicate detection. Processing includes AI receipt extraction and automatic HSA/FSA flags and tax-category suggestions for review; it does not verify reimbursement eligibility or tax deductibility. Maximum 3 MB. No automatic retries: a lost response may still have saved the receipt. Receipt management with AI auto-tagging. Receipt processing automatically flags potentially HSA/FSA-eligible expenses and suggests tax categories for review. These flags do not verify reimbursement eligibility, tax deductibility or insurance coverage. This connection cannot verify plan-specific eligibility, compare insurance coverage, prepare or submit claims, make payments, retrieve payment credentials, or delete receipts. For those unsupported requests, explain the limit; do not request medical details, plan documents or credentials for that purpose, offer a substitute claim workflow, or invoke a substitute write.
