--- title: "Connect Easy Digital Downloads to Expensify - APIANT.ai" description: "When \"New Customer\" fires in Easy Digital Downloads, your agent runs \"Add policy\" in Expensify." canonical: "https://apiant.ai/connect/easy-digital-downloads-to-expensify" --- # Connect Easy Digital Downloads to Expensify When **New Customer** fires in [Easy Digital Downloads](https://apiant.ai/connections/easy-digital-downloads), your agent runs **Add policy** in [Expensify](https://apiant.ai/connections/expensify). Describe the whole flow and it is built, tested on every scenario and kept running. Easy Digital Downloads **2** triggers Easy Digital Downloads **6** actions Expensify **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Easy Digital Downloads and Expensify to do together? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Easy Digital Downloads can start in Expensify - When **New Customer** in Easy Digital Downloads then **Add policy** in Expensify - When **New Sale** in Easy Digital Downloads then **Create Expense Report** 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 Easy Digital Downloads and Expensify ## Triggers and actions 2 triggers · 16 actions - Trigger **New Customer** Triggers when a new customer is added to your Easy Digital Downloads store. - Trigger **New Sale** Triggers when a new sale (payment) is recorded in your Easy Digital Downloads store. - Action **Find Customers** Finds customers in your Easy Digital Downloads store by email address or user ID, returning their details and purchase stats. - Action **Find Discount Codes** Finds discount codes in your Easy Digital Downloads store matching the code you enter. - Action **Get Product** Returns one product (download) from your store, including its info, pricing, files, notes and sales stats. - Action **Get Store Stats** Returns sales or earnings statistics for the store, optionally for today, yesterday, a date range, or a specific product. - Action **List Products** Returns the products (downloads) in your Easy Digital Downloads store, with their pricing, sales stats and files. - Action **List Sales** Returns recent sales from your store, optionally narrowed to one customer email, a sale ID, or a purchase key. - 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. ## Each app on its own - [ **Easy Digital Downloads** Easy Digital Downloads is a complete eCommerce solution for WordPress.](https://apiant.ai/connections/easy-digital-downloads) - [ **Expensify** Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for...](https://apiant.ai/connections/expensify) Reviews ## What our customers say ## More from Easy Digital Downloads - [ **Easy Digital Downloads to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easy-digital-downloads-to-hubspot) - [ **Easy Digital Downloads to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easy-digital-downloads-to-salesforce) - [ **Easy Digital Downloads to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easy-digital-downloads-to-slack) - [ **Easy Digital Downloads to Google Sheets** Google Sheets](https://apiant.ai/connect/easy-digital-downloads-to-google-sheets) - [ **Easy Digital Downloads to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easy-digital-downloads-to-gmail) - [ **Easy Digital Downloads to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easy-digital-downloads-to-google-calendar) ## More into Expensify - [ **HubSpot to Expensify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-expensify) - [ **Salesforce to Expensify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-expensify) - [ **Slack to Expensify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-expensify) - [ **Google Sheets to Expensify** Google Sheets](https://apiant.ai/connect/google-sheets-to-expensify) - [ **Gmail to Expensify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-expensify) - [ **Google Calendar to Expensify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-expensify) Questions ## Easy Digital Downloads and Expensify, answered ### ### What can start an automation from Easy Digital Downloads? Any of Easy Digital Downloads's 2 triggers in the catalog, including New Customer and New Sale. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Expensify when something happens in Easy Digital Downloads? 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 Easy Digital Downloads? Expensify has no triggers in the catalog today, so automations start in Easy Digital Downloads. 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 Easy Digital Downloads 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. ### ### Can my AI client use Easy Digital Downloads and Expensify without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app 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. One connection covers both. ### ### 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.