--- title: Cledara API Integration on Truto slug: cledara category: Spend Management canonical: "https://truto.one/integrations/detail/cledara/" --- # Cledara API Integration on Truto **Category:** Spend Management **Status:** Generally available ## MCP-ready AI tools Truto exposes 3 tools for Cledara that AI agents can call directly. - **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. ## How it works 1. **Link your customer's Cledara account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Cledara.** The Proxy API is a 1-to-1 mapping of the Cledara API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **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. - **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. - **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. - **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 - **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. - **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. - **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. - **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. - **Per-application spend reports** — Filter Cledara transactions by application to produce vendor-level spend breakdowns for finance dashboards and executive reporting. - **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. ## FAQs ### 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.