Integration
Connect Conversion Tools to Expensify
When Conversion Failed fires in Conversion Tools, your agent runs Add policy in Expensify. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Conversion Tools and Expensify to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart 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)Example flows
What Conversion Tools can start in Expensify
When Conversion Failed in Conversion Tools
then Add policy in Expensify
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Conversion Tools and Expensify
Triggers and actions 4 triggers · 12 actions
- Conversion Failed
Triggered when a file conversion fails, giving the reason it failed.
- Conversion Result Available
Triggered when a finished conversion has its result file ready to download.
- Conversion Started
Triggered when a new file conversion is submitted, while it is still queued or running.
- Conversion Successfully Finished
Triggered when a file conversion finishes successfully.
- Convert File
Uploads a file to Conversion Tools and starts converting it, returning the conversion ID. Use one of the result triggers or Convert File and Get the Result to pick up the converted file.
- Convert File and Get the Result
Uploads a file to Conversion Tools, converts it, waits for the conversion to finish and returns a link to download the result.
- Add policy
/Integration-Server/ExpensifyIntegrations type=create, inputSettings.type=policy (policyName, plan, owner). Creates a new policy/workspace.
- Create Expense Report
Only for Expensify Premium users! Creates a new expense report.
- Create Single Expense
Creates a single expense item.
- Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document.
- Find Report
Retrieves a specific expense report, using the report's number.
- Get policy
/Integration-Server/ExpensifyIntegrations type=get, inputSettings.type=policy, policyIDList. Returns policy details (categories, tags, employees, report fields).
- List policies
/Integration-Server/ExpensifyIntegrations type=get, inputSettings.type=policyList. Lists policies (workspaces) accessible to the user.
- Update policy categories
/Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=policy, categories payload. Replaces/updates categories on a policy.
- 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.
- Update policy tags
/Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=policy, tags payload. Updates tags on a policy.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Conversion Tools
Conversion Tools to DonatelyDonately makes online donations dead simple and provides a space for non-profits to manage their donors and...
Conversion Tools to MagicSlidesMagicSlides is an AI-powered tool that creates professional presentations from text, PDFs, and more in...
Conversion Tools to PowrbotPowrbot automates searching the web for company data.
Conversion Tools to Wander AtlasWander Atlas publishes hourly crowd forecasts for more than 620 tourist attractions across 20 countries.
Conversion Tools to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Conversion Tools to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
More into Expensify
Slack to ExpensifySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ExpensifyGoogle Sheets
Gmail to ExpensifyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ExpensifyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Conversion Tools and Expensify, answered
What can start an automation from Conversion Tools?
Any of Conversion Tools's 4 triggers in the catalog, including Conversion Failed, Conversion Result Available, Conversion Started and Conversion Successfully Finished. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Expensify when something happens in Conversion Tools?
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 it also run from Expensify to Conversion Tools?
Expensify has no triggers in the catalog today, so automations start in Conversion Tools. If you need the other direction, ask: your agent reads Expensify's API documentation and adds it.
Do I have to build a connector for Conversion Tools or Expensify?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
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.