# Connect EasyCSV to Expensify

When **New Spreadsheet Row Import** fires in [EasyCSV](https://apiant.ai/connections/easycsv), 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.

EasyCSV **1** trigger EasyCSV **2** 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 EasyCSV and Expensify to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 EasyCSV can start in Expensify

- When **New Spreadsheet Row Import** in EasyCSV then **Add policy** in Expensify
- When **New Spreadsheet Row Import** in EasyCSV 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 EasyCSV and Expensify

## Triggers and actions 1 trigger · 12 actions

- Trigger

**New Spreadsheet Row Import**

Fires instantly for each row/record as EasyCSV imports a spreadsheet. In EasyCSV, open your import's Sheet Details, check "Post imports to Webhook", and paste this trigger's minted URL. EasyCSV sends one POST per row; the payload binds as {{ trigger.body.* }} (record_data holds the row's column values, plus import_id/import_name/sheet_name/importer_email metadata).

- Action

**Create CSV File**

Creates a CSV File that can be used in your Zap, automatically emailed as an attachment, or uploaded to a specific place via SFTP.

- Action

**Parse CSV File**

Parse a CSV file and return a JSON array of rows

- 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

- [ **EasyCSV** EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public...](https://apiant.ai/connections/easycsv)
- [ **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 EasyCSV

- [ **EasyCSV to BetTip** Lottery draw results for UK49s, Gosloto and South African National Lottery](https://apiant.ai/connect/easycsv-to-bettip)
- [ **EasyCSV to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easycsv-to-hubspot)
- [ **EasyCSV to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easycsv-to-salesforce)
- [ **EasyCSV to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easycsv-to-slack)
- [ **EasyCSV to Google Sheets** Google Sheets](https://apiant.ai/connect/easycsv-to-google-sheets)
- [ **EasyCSV to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easycsv-to-gmail)

## 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

## EasyCSV and Expensify, answered

###

### What can start an automation from EasyCSV?

Any of EasyCSV's 1 trigger in the catalog, including New Spreadsheet Row Import. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Expensify when something happens in EasyCSV?

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 EasyCSV?

Expensify has no triggers in the catalog today, so automations start in EasyCSV. 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 EasyCSV 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.