--- title: "Connect OpsGenie to Expensify - APIANT.ai" description: "When \"New alert\" fires in OpsGenie, your agent runs \"Add policy\" in Expensify." canonical: "https://apiant.ai/connect/opsgenie-to-expensify" --- # Connect OpsGenie to Expensify When **New alert** fires in [OpsGenie](https://apiant.ai/connections/opsgenie), 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. OpsGenie **1** trigger OpsGenie **14** 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 OpsGenie 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 OpsGenie can start in Expensify - When **New alert** in OpsGenie then **Add policy** in Expensify - When **New alert** in OpsGenie 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 OpsGenie and Expensify ## Triggers and actions 1 trigger · 24 actions - Trigger **New alert** Triggers when a new alert is created in OpsGenie, optionally limited to alerts matching a search query. - Action **Acknowledge alert** Acknowledges an OpsGenie alert, optionally adding a note. The request is processed asynchronously and returns a request id. - Action **Add note to alert** Adds a note to an existing OpsGenie alert. The note is processed asynchronously; the returned request id can be used to check its status. - Action **Assign alert** Assigns an OpsGenie alert to a user as its owner. - Action **Close alert** Closes an OpsGenie alert identified by its id, tiny id or alias. Closing is processed asynchronously and returns a request id. - Action **Close incident** Closes an OpsGenie incident, optionally adding a note. - Action **Create Alert** Creates a new alert in OpsGenie with a message, optional priority, responders, tags and custom details. - Action **Delete alert** Deletes an OpsGenie alert by its id, tiny id or alias. The deletion is processed asynchronously and returns a request id. - Action **Get alert** Returns a single OpsGenie alert, looked up by its id, tiny id or alias. - Action **Get incident** Returns an OpsGenie incident by its id or tiny id, including its message, status, priority, responders, tags and custom properties. - Action **List alerts** Returns alerts in your OpsGenie account, optionally filtered by a search query or a saved search, and sorted by the field you choose. - Action **List incidents** Returns incidents matching a search query, sorted as requested. - Action **List schedules** Returns all on-call schedules in the OpsGenie account, optionally with their rotations. - Action **List teams** Returns all teams in the OpsGenie account, with each team's id, name and description. - Action **List users** Returns the users in your Opsgenie account, optionally filtered by a search query and sorted. - 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 - [ **OpsGenie** OpsGenie extends IT Operations Management to mobile devices.](https://apiant.ai/connections/opsgenie) - [ **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 OpsGenie - [ **OpsGenie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/opsgenie-to-salesforce) - [ **OpsGenie to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/opsgenie-to-slack) - [ **OpsGenie to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/opsgenie-to-stripe) - [ **OpsGenie to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/opsgenie-to-shopify) - [ **OpsGenie to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/opsgenie-to-quickbooks-online) - [ **OpsGenie to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/opsgenie-to-pipedrive) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## OpsGenie and Expensify, answered ### ### What can start an automation from OpsGenie? Any of OpsGenie's 1 trigger in the catalog, including New alert. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Expensify when something happens in OpsGenie? 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 OpsGenie? Expensify has no triggers in the catalog today, so automations start in OpsGenie. 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 OpsGenie 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 OpsGenie 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.