MCP For Claude Marketplace
Expensify

Expensify MCP Connector for Claude

A+

Automate expense tracking and financial reconciliation via Expensify — create reports, generate corporate card exports, and manage policies directly from any AI agent.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Expensify account to any AI agent and take full control of your corporate expense management and financial reconciliation workflows through natural conversation.

What you can do

  • Expense & Report Creation — Create individual expenses or compile complete reports with attached transactions directly in a user's account.
  • Reconciliation & Exports — Generate and export corporate card transaction feeds and expense reports using custom Freemarker templates.
  • File Downloads — Retrieve generated export files and reconciliation sheets directly through the agent.
  • Policy Management — Create new policies, fetch detailed policy fields (categories, tags, tax rates, employees), and configure custom expense rules for members.

How it works

  1. Subscribe to this server
  2. Enter your Expensify Partner User ID and Partner User Secret
  3. Start managing your corporate expenses from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Finance Teams — automate corporate card reconciliation and export reports directly into your accounting workflows
  • Operations Managers — quickly create and update company policies, expense rules, and employee lists
  • Employees & Contractors — instantly log expenses and submit reports through conversational AI
expense-trackingreconciliationcorporate-cardsfinancial-reportingreceipts

12 tools expose this connector's capabilities to your AI agent.

create_expense_rules

Create expense rules for a policy member

create_expense

Create individual expenses in a user account

create_policy

Create a new policy under a Team or Corporate plan

create_report

Create a report with transactions in a user account

download_file

Download reports generated by Exporter or Reconciliation jobs

export_reconciliation

Export corporate card transaction data for reconciliation

export_reports

) based on report filters and a Freemarker template. Export expense or report data in a configurable format

get_domain_cards

Retrieve credit cards assigned at the domain level

get_policy_list

Get a summary list of policies

get_policy

Retrieve detailed information about specific policies

update_employees

Advanced Employee Updater for dynamic provisioning

update_policy

Manage categories, tags, and report fields on a policy

See how to talk to your AI agent using Expensify.

Create an expense report for employee@company.com under policy ID PLY123 with a $50 meal expense.

I've created the report using `create_report` for employee@company.com under Policy PLY123. The report includes the $50 meal expense.

Export corporate card reconciliation data for last month.

I have initiated the reconciliation export using `export_reconciliation` with the settings for last month. The export file is being generated.

Get the categories and tags for policy ID PLY123.

I've fetched the policy details using `get_policy` for PLY123. The active categories are 'Travel', 'Meals', and 'Software', and the tags are 'Marketing' and 'Engineering'.

You can use the `download_file` tool by providing the exact `fileName` returned by your export or reconciliation job. The agent will fetch the file content directly.

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