# Connect PostgreSQL to Expensify When **New or Updated Row** fires in [PostgreSQL](https://apiant.ai/connections/postgresql), 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. PostgreSQL **4** triggers PostgreSQL **6** 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 PostgreSQL and Expensify to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 PostgreSQL can start in Expensify - When **New or Updated Row** in PostgreSQL then **Add policy** in Expensify - When **New Row** in PostgreSQL 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 PostgreSQL and Expensify ## Triggers and actions 4 triggers · 16 actions - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected PostgreSQL database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected PostgreSQL database. - Action **Add Row** Adds a new row. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Finds a row in a table via a lookup column. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns the first row it matches. - Action **Update Row** Updates an existing row. - 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 - [ **PostgreSQL** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connections/postgresql) - [ **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 PostgreSQL - [ **PostgreSQL to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/postgresql-to-gohighlevel) - [ **PostgreSQL to Calibre** Calibre gives you everything to understand and improve page speed. Built for teams of all shapes and sizes.](https://apiant.ai/connect/postgresql-to-calibre) - [ **PostgreSQL to Echoes** Quotes From Around The World](https://apiant.ai/connect/postgresql-to-echoes) - [ **PostgreSQL to French Address Search** French Address Search is the French Government's official address geocoding service, built on the Base...](https://apiant.ai/connect/postgresql-to-french-address-search) - [ **PostgreSQL to NiftyImages** NiftyImages is an email marketing tool that lets you personalize and change images so each recipient sees...](https://apiant.ai/connect/postgresql-to-niftyimages) - [ **PostgreSQL to PDF Generator API** # Introduction PDF Generator API allows you easily generate transactional PDF documents and reduce the...](https://apiant.ai/connect/postgresql-to-pdf-generator-api) ## 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 ## PostgreSQL and Expensify, answered ### ### What can start an automation from PostgreSQL? Any of PostgreSQL's 4 triggers in the catalog, including New or Updated Row, New or Updated Row (Custom Query), New Row and New Table. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Expensify when something happens in PostgreSQL? 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 PostgreSQL? Expensify has no triggers in the catalog today, so automations start in PostgreSQL. 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 PostgreSQL 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.