Expensify MCP Server

Provides MCP resources and tools for AI assistants to access expense reports and transactions, and manage employee provisioning in Expensify via asynchronous job processing.

reportsexpenses_export_data_structure

Dataset

Data structure containing expense reports and associated transactions, retrieved via the 'file' export job type.

reportsreport.transactionListexpense.merchant +2 more

expense_reports

Dataset

Detailed report metadata and summary information, retrieved via the 'file' export job type.

reportIDreportNamestatus +7 more

expenses_transactions

Dataset

Detailed transaction and expense line item data, accessed via report.transactionList.

transactionIDmerchantamount +7 more

export_combinedreportdata

Tool

Initiates a job to export filtered expense report data (combinedReportData) into a configurable file format (CSV, XLSX).

type (file) (required)credentials (partnerUserID, partnerUserSecret) (required)inputSettings (type: combinedReportData) (required) +6 more

update_employees_advanced_employee_updater

Tool

Provisions, de-provisions, and updates employee details, policy assignments, and manager relationships in Expensify based on a provided JSON feed.

type (update) (required)credentials (partnerUserID, partnerUserSecret) (required)dataSource (download, request, sftp) (required) +5 more

mark_reports_as_exported

Tool

Marks reports processed by the export job with a specified label, preventing them from being exported again if the 'markedAsExported' filter is used.

actionName (markAsExported) (required)label (required)

send_email_on_job_finish

Tool

Sends an email notification with a link to the output file upon completion of the export job.

actionName (email) (required)recipients (required)message (optional)

Expensify Resources

Datasets

Tools

Expensify MCP Server

Connect your AI to Expensify data through the Model Context Protocol.

Granularly control which tools your AI can access
Full visibility with logging and auditing
Standard MCP protocol - no custom wrappers needed

Select a dataset or tool from the left to see more details

Universal MCP Server for Expensify

Connect Claude, Microsoft Copilot, and any MCP-compatible AI to Expensify. One server, instant access to datasets, tools, and workflows.

Model Context Protocol: Industry standard supported by Claude and Microsoft Copilot
Fine-Grained Control: Choose exactly which datasets and tools your AI can access
Connect Once, Use Everywhere: Single authentication for all your AI assistants

Get Started with Your Favorite AI Tool

Follow our step-by-step guides for popular AI frameworks and tools

Native MCP support

Copilot + MCP

AI-first IDE

Custom actions

Automation platform