Integration
Connect HelpDesk to Expensify
When New Message in a Ticket fires in HelpDesk, 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 HelpDesk 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 HelpDesk can start in Expensify
When New Message in a Ticket in HelpDesk
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 HelpDesk and Expensify
Triggers and actions 2 triggers · 30 actions
- New Message in a Ticket
- New Ticket
- Add Canned Response
Create a new canned response.
- Add Followers to Ticket
- Add Tags to Ticket
- Create Ticket
- Create Upload Transaction
- Delete Canned Response
Delete a canned response by ID.
- Delete Ticket
Delete a ticket by ID.
- Find Tickets
- Get Agent
Retrieve a single agent by ID.
- Get Canned Response
Retrieve a single canned response by ID.
- Get Team
Retrieve a single team by ID.
- Get Ticket
Retrieve a single ticket by ID.
- List Agents
List all agents.
- List Canned Responses
List all canned responses.
- List Teams
List all teams.
- Update Agent
Update an existing agent by ID.
- Update Canned Response
Update an existing canned response by ID.
- Update Team
Update an existing team by ID.
- Update Ticket / Send Reply
- Upload Attachment During Transaction
- 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
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Questions
HelpDesk and Expensify, answered
What can start an automation from HelpDesk?
Any of HelpDesk's 2 triggers in the catalog, including New Message in a Ticket and New Ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Expensify when something happens in HelpDesk?
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 HelpDesk?
Expensify has no triggers in the catalog today, so automations start in HelpDesk. 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 HelpDesk 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.