Integration
Connect JotForm to Expensify
When New Form Submission fires in JotForm, 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 JotForm 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 JotForm can start in Expensify
When New Form Submission in JotForm
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 JotForm and Expensify
Triggers and actions 2 triggers · 46 actions
- New Form Submission
Polling trigger: fires when a new submission is received for the specified form.
- New Form Submission (instant)
Triggers instantly when someone submits the chosen form.
- Add New Question to Specified Form
Add new question to specified form
- Add or Edit a Single Question Properties
Add or edit a single question properties
- Add Resources to Label
Add Resources to Label
- Add Submissions to the Form
Add Submissions to the Form
- Clone Form
Clone an existing form.
- Create Folder
Create Folder
- Create Form
Create a new form
- Create or Replace Form
Create new forms
- Create Report
Create report
- Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
- Delete a Report
Delete a Report
- Delete Folder
Delete Folder
- Delete Form
Delete a form (moves to trash).
- Delete Form Question
Delete Form Question
- Delete Submission
Delete a single submission.
- Edit Submission Data
Edit Submission Data
- Get Details About a Question
Get Details About a Question
- Get Folder
Get details of a specific folder including the forms it contains.
- Get Form
Get the details of a specific form.
- Get Form Files
List files uploaded to a form's submissions.
- Get Form Questions
Get a list of all questions on a form.
- Get History
Get History
- Get Label Resources
Get Label Resources
- Get Report Details
Get Report Details
- Get Submission
Get details of a specific submission.
- Get Submission PDF
Downloads a form submission as a PDF using one of the form's PDF Editor documents, returning a file ready to attach.
- Get User Reports
Get User Reports
- List Account Submissions
List all submissions across all forms on the account.
- List Folders
Get a list of form folders on the account.
- List Form Reports
List all reports for a specific form.
- List Forms
List all forms on the account.
- List Form Submissions
List submissions for a specific form.
- Remove Resources from Label
Remove Resources from Label
- Replace Form Properties
Add or edit properties of a specific form
- Set Form Properties
Add or edit properties of a specific form
- Update Folder
Update Folder
- 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
JotForm and Expensify, answered
What can start an automation from JotForm?
Any of JotForm's 2 triggers in the catalog, including New Form Submission and New Form Submission (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Expensify when something happens in JotForm?
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 JotForm?
Expensify has no triggers in the catalog today, so automations start in JotForm. 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 JotForm 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.