--- title: "Expensify integrations and MCP server - APIANT.ai" description: "Connect Expensify to any other app, or use it from your AI client over MCP. Expensify is a tool for automating expense tracking, receipt scanning, and..." canonical: "https://apiant.ai/connections/expensify" --- # Expensify integrations Connect Expensify to any other app, or use it from your AI client over MCP. Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management. Connects with an API key [expensify.com](https://expensify.com/) **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 to automate with Expensify? 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) Popular ## Expensify with the apps people pair it with most - [ **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) - [ **Google Drive to Expensify** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-expensify) - [ **Mailchimp to Expensify** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-expensify) Pair it ## Connect Expensify with another app - [ **HubSpot to Expensify**](https://apiant.ai/connect/hubspot-to-expensify) - [ **Salesforce to Expensify**](https://apiant.ai/connect/salesforce-to-expensify) - [ **Slack to Expensify**](https://apiant.ai/connect/slack-to-expensify) - [ **Google Sheets to Expensify**](https://apiant.ai/connect/google-sheets-to-expensify) - [ **Gmail to Expensify**](https://apiant.ai/connect/gmail-to-expensify) - [ **Google Calendar to Expensify**](https://apiant.ai/connect/google-calendar-to-expensify) - [ **Google Drive to Expensify**](https://apiant.ai/connect/google-drive-to-expensify) - [ **Mailchimp to Expensify**](https://apiant.ai/connect/mailchimp-to-expensify) - [ **Stripe to Expensify**](https://apiant.ai/connect/stripe-to-expensify) - [ **Shopify to Expensify**](https://apiant.ai/connect/shopify-to-expensify) - [ **QuickBooks Online to Expensify**](https://apiant.ai/connect/quickbooks-online-to-expensify) - [ **Pipedrive to Expensify**](https://apiant.ai/connect/pipedrive-to-expensify) - [ **ActiveCampaign to Expensify**](https://apiant.ai/connect/activecampaign-to-expensify) - [ **Notion to Expensify**](https://apiant.ai/connect/notion-to-expensify) - [ **Airtable to Expensify**](https://apiant.ai/connect/airtable-to-expensify) - [ **Trello to Expensify**](https://apiant.ai/connect/trello-to-expensify) - [ **Asana to Expensify**](https://apiant.ai/connect/asana-to-expensify) - [ **JIRA to Expensify**](https://apiant.ai/connect/jira-to-expensify) - [ **ClickUp to Expensify**](https://apiant.ai/connect/clickup-to-expensify) - [ **Zoom to Expensify**](https://apiant.ai/connect/zoom-to-expensify) - [ **Discord to Expensify**](https://apiant.ai/connect/discord-to-expensify) - [ **Twilio to Expensify**](https://apiant.ai/connect/twilio-to-expensify) - [ **SendGrid to Expensify**](https://apiant.ai/connect/sendgrid-to-expensify) - [ **Outlook to Expensify**](https://apiant.ai/connect/outlook-to-expensify) - [ **Intercom to Expensify**](https://apiant.ai/connect/intercom-to-expensify) - [ **Freshdesk to Expensify**](https://apiant.ai/connect/freshdesk-to-expensify) - [ **Klaviyo to Expensify**](https://apiant.ai/connect/klaviyo-to-expensify) - [ **Brevo to Expensify**](https://apiant.ai/connect/brevo-to-expensify) - [ **Typeform to Expensify**](https://apiant.ai/connect/typeform-to-expensify) - [ **JotForm to Expensify**](https://apiant.ai/connect/jotform-to-expensify) - [ **Calendly to Expensify**](https://apiant.ai/connect/calendly-to-expensify) - [ **PandaDoc to Expensify**](https://apiant.ai/connect/pandadoc-to-expensify) - [ **Webflow to Expensify**](https://apiant.ai/connect/webflow-to-expensify) - [ **Wix to Expensify**](https://apiant.ai/connect/wix-to-expensify) - [ **Instagram to Expensify**](https://apiant.ai/connect/instagram-to-expensify) - [ **OpenAI to Expensify**](https://apiant.ai/connect/openai-to-expensify) - [ **OneDrive to Expensify**](https://apiant.ai/connect/onedrive-to-expensify) - [ **Google Docs to Expensify**](https://apiant.ai/connect/google-docs-to-expensify) - [ **Ontraport to Expensify**](https://apiant.ai/connect/ontraport-to-expensify) - [ **Freshworks CRM to Expensify**](https://apiant.ai/connect/freshworks-crm-to-expensify) - [ **GoHighLevel to Expensify**](https://apiant.ai/connect/gohighlevel-to-expensify) - [ **Capsule CRM to Expensify**](https://apiant.ai/connect/capsule-crm-to-expensify) - [ **Copper to Expensify**](https://apiant.ai/connect/copper-to-expensify) - [ **Streak to Expensify**](https://apiant.ai/connect/streak-to-expensify) - [ **NetHunt CRM to Expensify**](https://apiant.ai/connect/nethunt-crm-to-expensify) - [ **MINDBODY to Expensify**](https://apiant.ai/connect/mindbody-to-expensify) - [ **PostgreSQL to Expensify**](https://apiant.ai/connect/postgresql-to-expensify) - [ **MySQL to Expensify**](https://apiant.ai/connect/mysql-to-expensify) - [ **Vercel to Expensify**](https://apiant.ai/connect/vercel-to-expensify) - [ **PagerDuty to Expensify**](https://apiant.ai/connect/pagerduty-to-expensify) - [ **Gravity Forms to Expensify**](https://apiant.ai/connect/gravity-forms-to-expensify) - [ **HubSpot Enterprise to Expensify**](https://apiant.ai/connect/hubspot-enterprise-to-expensify) - [ **Google Forms to Expensify**](https://apiant.ai/connect/google-forms-to-expensify) - [ **Facebook Lead Ads to Expensify**](https://apiant.ai/connect/facebook-lead-ads-to-expensify) - [ **monday.com to Expensify**](https://apiant.ai/connect/monday-com-to-expensify) - [ **Google Ads to Expensify**](https://apiant.ai/connect/google-ads-to-expensify) - [ **Google Tasks to Expensify**](https://apiant.ai/connect/google-tasks-to-expensify) - [ **Telegram to Expensify**](https://apiant.ai/connect/telegram-to-expensify) - [ **MailerLite to Expensify**](https://apiant.ai/connect/mailerlite-to-expensify) - [ **Google Contacts to Expensify**](https://apiant.ai/connect/google-contacts-to-expensify) What your agent can do with Expensify ## Triggers and actions 10 actions - 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. Reviews ## What our customers say Questions ## Expensify, answered ### ### Is there a Expensify MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Expensify. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Expensify actions on demand, or have APIANT build, test and run automations that use Expensify. Nothing to install. ### ### What can your agent do in Expensify? 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 I use Expensify directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Expensify two ways. Ask it to do something in Expensify 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Expensify API? No. APIANT connects to the Expensify API for you, with your Expensify API key. Describe what you want in plain language and your agent builds it on the Expensify triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Expensify API documentation and adds it. ### ### Which apps can Expensify connect to? Any app in the catalog; the list on this page pairs Expensify with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.