Integration
Connect GoSquared to Expensify
When User Entered Smart Group fires in GoSquared, 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 GoSquared 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 GoSquared can start in Expensify
When User Entered Smart Group in GoSquared
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 GoSquared and Expensify
Triggers and actions 2 triggers · 20 actions
- User Entered Smart Group
Triggers when a user enters a specific Smart Group.
- User Exited Smart Group
Triggers when a user exits a specific Smart Group.
- Add transaction
Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor.
- Create or Update Profile
Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties.
- Get now overview
Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages.
- Get person
Returns a single People CRM profile with all the properties set on it.
- List chats
Returns the active live chat conversations for a GoSquared project.
- List people
Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted.
- List sites
Returns all GoSquared projects/sites the account owns or has shared access to.
- List smart groups
Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies.
- Track Event
Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor.
- Track Pageview
Records a pageview for a visitor on a page of your GoSquared project.
- 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
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Questions
GoSquared and Expensify, answered
What can start an automation from GoSquared?
Any of GoSquared's 2 triggers in the catalog, including User Entered Smart Group and User Exited Smart Group. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Expensify when something happens in GoSquared?
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 GoSquared?
Expensify has no triggers in the catalog today, so automations start in GoSquared. 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 GoSquared 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.