# Connect Square to Expensify When **New order** fires in [Square](https://apiant.ai/connections/square), 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. Square **3** triggers Square **19** 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 Square 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 Square can start in Expensify - When **New order** in Square then **Add policy** in Expensify - When **New or updated customer** in Square 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 Square and Expensify ## Triggers and actions 3 triggers · 29 actions - Trigger **New order** Triggered when a new order is created at the specified location. - Trigger **New or updated customer** Triggered when a customer is created or updated. - Trigger **New payment** Triggered when a new payment is received. - Action **Add catalog object** Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog. - Action **Add order** Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment. - Action **Add payment** Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square. - Action **Add refund** Refund a payment. - Action **Cancel payment** Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed. - Action **Create customer** Creates a new customer profile. - Action **Delete catalog object** Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations). - Action **Delete customer** Deletes a customer profile by ID. - Action **Find catalog object** Retrieves a catalog object (item, variation, etc.) by ID. - Action **Find customer** Returns customer details for the specified customer ID. - Action **Find order** Retrieves an order by ID. - Action **Find payment** Retrieves a payment by ID. - Action **List locations** Lists all business locations for the connected Square account. - Action **List payments** Lists payments for the connected merchant, newest first. - Action **Search catalog objects** Searches catalog objects by type (ITEM, CATEGORY, etc.). - Action **Search customers** Searches customer profiles by email, phone, or reference ID. - Action **Search orders** Searches orders for the specified location(s). - Action **Update customer** Updates an existing customer profile. - Action **Update order** Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated. - 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 - [ **Square** Square is a commerce platform for payments, point of sale, orders, customers, catalog, and invoices.](https://apiant.ai/connections/square) - [ **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 Square - [ **Square to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/square-to-webflow) - [ **Square to EchtPost Postcards** With EchtPost, you write the postcard digitally in your web browser.](https://apiant.ai/connect/square-to-echtpost-postcards) - [ **Square to Reverse Contact** Reverse Contact finds the LinkedIn profiles of your prospects thanks to their email, and recovers all the...](https://apiant.ai/connect/square-to-reverse-contact) - [ **Square to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/square-to-stripe) - [ **Square to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/square-to-trello) - [ **Square to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/square-to-zoom) ## 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 ## Square and Expensify, answered ### ### What can start an automation from Square? Any of Square's 3 triggers in the catalog, including New order, New or updated customer and New payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Expensify when something happens in Square? 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 Square? Expensify has no triggers in the catalog today, so automations start in Square. 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 Square 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 Square 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.