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Spend Management

Cledara
API integration

Ship Spend Management features without building the integration. Full Cledara API access via Proxy and 3 MCP-ready tools for AI agents — extend models and mappings to fit your product.

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Cledara

Use Cases

Why integrate with Cledara

Common scenarios for SaaS companies building Cledara integrations for their customers.

01

Automate month-end SaaS reconciliation

Accounting and close-management platforms can pull Cledara transactions and their matched invoices to auto-generate journal entries with PDF audit trails, eliminating manual receipt chasing for their customers.

02

Power real-time SaaS budget variance tracking

FP&A and budgeting tools can combine Cledara's approved application budgets with live transaction data to show finance teams actual-vs-budget SaaS spend without waiting for the monthly close.

03

Validate sanctioned software during employee onboarding

ITSM, HRIS, and onboarding platforms can sync Cledara's application catalog to ensure provisioning requests only target vendors the company has already approved and budgeted for.

04

Enrich expense and audit workflows with vendor invoices

Audit, compliance, and expense platforms can automatically attach the correct invoice PDF to each Cledara virtual card transaction, giving their users a defensible paper trail per payment.

What You Can Build

Ship these features with Truto + Cledara

Concrete product features your team can ship faster by leveraging Truto’s Cledara integration instead of building from scratch.

01

Daily transaction sync with date-range filters

Poll Cledara for new transactions on a schedule and ingest amount, currency, authorization date, and virtual card details into your product.

02

Automated invoice PDF retrieval

Detect transactions where hasInvoice is true and fetch the direct invoice URL to attach the receipt to the corresponding record in your app.

03

Sanctioned SaaS application directory

Mirror Cledara's master list of active applications and their approved budget limits inside your product as the source of truth for the customer's tech stack.

04

Budget vs. actual variance alerts

Compare per-application spend from Cledara transactions against the application's approved budget and trigger alerts when thresholds are crossed.

05

Per-application spend reports

Filter Cledara transactions by application to produce vendor-level spend breakdowns for finance dashboards and executive reporting.

06

Audit-ready journal entry generation

Combine transaction metadata, custom accounting fields, and the matched invoice PDF to generate reconciled journal entry drafts for downstream ledger systems.

SuperAI

Cledara AI agent tools

Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.

list_all_cledara_transactions

List transactions in a Cledara workspace with optional date-range and application filters. Returns transaction records with id, amount, currency, type, authorizedAt, card, hasInvoice, and accounting field values.

get_single_cledara_transaction_invoice_url_by_id

Get the URL to download a Cledara transaction invoice. Returns: invoiceUrl. Required: id.

list_all_cledara_applications

List applications in the Cledara workspace. Returns the workspace's application records, each identified by its unique id, with the remaining record fields defined by Cledara's Application schema upstream. Takes no parameters.

Why Truto

Why use Truto’s MCP server for Cledara

Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 800+ integrations.

01

Auto-generated, always up to date

Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.

02

Fine-grained access control

Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.

03

Multi-tenant by design

Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.

04

Works with every MCP client

Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.

05

Built-in auth, rate limits, and error handling

Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.

06

Expiring and auditable servers

Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.

How It Works

From zero to integrated

Go live with Cledara in under an hour. No boilerplate, no maintenance burden.

01

Link your customer’s Cledara account

Use Truto’s frontend SDK to connect your customer’s Cledara account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

02

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

03

Call our API, we call Cledara

Truto’s Proxy API is a 1-to-1 mapping of the Cledara API. You call us, we call Cledara, and pass the response back in the same cycle.

04

Unified response format

Every response follows a single format across all integrations. We translate Cledara’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about Cledara on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

What Cledara data can I access through Truto today?

Truto exposes three Cledara operations: listing all applications, listing all transactions, and retrieving the invoice URL for a single transaction by ID. These cover the core SaaS catalog, payment, and receipt workflows.

Is the Cledara integration read-only or can I write data back?

Cledara's API is read-only, and the available tools reflect that. You can extract applications, transactions, and invoices, but you cannot create or modify records in Cledara from your product.

How do I retrieve invoice PDFs for transactions?

Each transaction returned by list_all_cledara_transactions indicates whether an invoice is attached via a hasInvoice flag. When true, call get_single_cledara_transaction_invoice_url_by_id with the transaction ID to fetch a direct download URL for the invoice.

Can I filter transactions by date or application?

Yes. list_all_cledara_transactions supports filtering so you can sync only the latest billing cycles or scope results to a specific application, which keeps incremental syncs efficient.

How does end-user authentication work?

Truto handles the Cledara credential exchange, token storage, and refresh on behalf of your end users, so your product never has to manage Cledara auth directly. You call Truto's unified endpoints with a connection identifier for each customer.

What if I need a Cledara capability that isn't listed?

Truto builds additional endpoints on request. If your use case requires a Cledara resource beyond the three current tools, reach out and we can scope and add it to the integration.

Cledara

Get Cledara integrated into your app

Our team understands what it takes to make a Cledara integration successful. A short, crisp 30 minute call with folks who understand the problem.