--- title: "Connect MRPLN to Expensify - APIANT.ai" description: "When \"Customer Updated (instant)\" fires in MRPLN, your agent runs \"Add policy\" in Expensify." canonical: "https://apiant.ai/connect/mrpln-to-expensify" --- # Connect MRPLN to Expensify When **Customer Updated (instant)** fires in [MRPLN](https://apiant.ai/connections/mrpln), 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. MRPLN **6** triggers MRPLN **8** 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 MRPLN 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 MRPLN can start in Expensify - When **Customer Updated (instant)** in MRPLN then **Add policy** in Expensify - When **New Customer** in MRPLN 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 MRPLN and Expensify ## Triggers and actions 6 triggers · 18 actions - Trigger **Campaign Launched (instant)** Fires instantly when a campaign is launched (campaign.launched). - Trigger **Customer Opted Out (instant)** Fires instantly when a customer opts out (customer.opted_out). - Trigger **Customer Updated (instant)** Triggers instantly when a customer is updated in MRPLN. - Trigger **Message Sent (instant)** Fires instantly when a message is queued or scheduled for a customer (message.sent). - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Customer (instant)** Triggers instantly when a customer is created in MRPLN. - Action **Create Customer** Creates a new customer in MRPLN. - Action **Find Customer** Finds a customer by email address. Returns the first matching customer, or found=false when none match. - Action **Find Customer by Phone** Find a customer by their SMS phone number. - Action **Find Customer by WhatsApp** Find a customer by their WhatsApp number. - Action **List Templates** List the approved message templates for a channel. - Action **Send Message to Customer** Send an email, SMS, or WhatsApp message to a customer using an approved template - Action **Trigger Campaign** Launch a campaign that was built in MRPLN. - Action **Update Customer** Updates an existing customer in MRPLN. - 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 - [ **MRPLN** MRPLN is a Mar-Tech SaaS platform for Marketing planning, Automation and Insights powered by AI.](https://apiant.ai/connections/mrpln) - [ **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 MRPLN - [ **MRPLN to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/mrpln-to-linkedin) - [ **MRPLN to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/mrpln-to-facebook) - [ **MRPLN to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/mrpln-to-anthropic) - [ **MRPLN to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/mrpln-to-gohighlevel) - [ **MRPLN to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/mrpln-to-supabase) - [ **MRPLN to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/mrpln-to-elevenlabs) ## 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 ## MRPLN and Expensify, answered ### ### What can start an automation from MRPLN? Any of MRPLN's 6 triggers in the catalog, including Customer Updated (instant), New Customer, New Customer (instant) and Campaign Launched (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 MRPLN? 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 MRPLN? Expensify has no triggers in the catalog today, so automations start in MRPLN. 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 MRPLN 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 MRPLN 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.