App

Expensify integrations

Connect Expensify to any other app, or use it from your AI client over MCP. Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.

Connects with an API keyexpensify.com
10 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Expensify?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

Expensify with the apps people pair it with most

Pair it

Connect Expensify with another app

What your agent can do with Expensify

Triggers and actions 10 actions

  • Action
    Add policy

    /Integration-Server/ExpensifyIntegrations type=create, inputSettings.type=policy (policyName, plan, owner). Creates a new policy/workspace.

  • Action
    Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Action
    Create Single Expense

    Creates a single expense item.

  • Action
    Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document.

  • Action
    Find Report

    Retrieves a specific expense report, using the report's number.

  • Action
    Get policy

    /Integration-Server/ExpensifyIntegrations type=get, inputSettings.type=policy, policyIDList. Returns policy details (categories, tags, employees, report fields).

  • Action
    List policies

    /Integration-Server/ExpensifyIntegrations type=get, inputSettings.type=policyList. Lists policies (workspaces) accessible to the user.

  • Action
    Update policy categories

    /Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=policy, categories payload. Replaces/updates categories on a policy.

  • Action
    Update policy employees

    /Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=employees (policyID, file CSV/JSON of employees). Adds or updates employees and approval chain on a policy.

  • Action
    Update policy tags

    /Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=policy, tags payload. Updates tags on a policy.

Reviews

What our customers say

Questions

Expensify, answered

Is there a Expensify MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Expensify. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Expensify actions on demand, or have APIANT build, test and run automations that use Expensify. Nothing to install.

What can your agent do in Expensify?

Any of Expensify's 10 actions, including Create Expense Report, Create Single Expense, Update policy categories and Update policy employees. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Expensify directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Expensify two ways. Ask it to do something in Expensify once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Expensify API?

No. APIANT connects to the Expensify API for you, with your Expensify API key. Describe what you want in plain language and your agent builds it on the Expensify triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Expensify API documentation and adds it.

Which apps can Expensify connect to?

Any app in the catalog; the list on this page pairs Expensify with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.