Expensify MCP Server
for AI Agents

Retrieve all Expensify policies (workspaces) accessible to the authenticated user, including policy details, roles, and configuration settings

Provision a new Expensify expense policy (workspace) with specified name and plan type for organizing expense management workflows

Retrieve detailed policy configuration for one or more policies, including expense categories, tags, custom report fields, tax rates, and employee roster, with optional field filtering and user delegation

Add, update, or replace expense categories on a policy with configurable merge or replace strategy for granular category management

DESTRUCTIVE FULL REPLACE — overwrites the entire tag level on an Expensify policy with only the tags provided. Existing tags omitted from the request are permanently deleted. Always send the complete desired tag set via tagsList.

Add or update custom report field definitions on a policy for structured expense report data collection

Create an expense report with an initial expense transaction and submit it for approval. employeeEmail is optional in schema, but reliable use requires supplying the connected user's own email — omitting it (or targeting another user) only works when your Expensify domain has advanced/delegated access enabled via concierge@expensify.com, otherwise the call fails (HTTP 400 on omit, 401 on a different user).

Generate a CSV/file export of expense reports for accounting integration, audit, and financial reporting. Returns a filename that you pass to download_report to retrieve the file. Filter by either startDate+endDate or reportIDList, freely combined with reportState, fileExtension, limit, and policyIDList.

Retrieve CSV file content for previously generated expense report or reconciliation exports to complete data extraction workflows

Update expense report status to mark approved reports as reimbursed for automated reimbursement workflow completion and accounting reconciliation

Programmatically create individual expense transactions in user accounts for automated expense importing from external systems or receipt processing services

Automate expense classification by creating rules that automatically apply tags to employee expenses based on policy configuration and business logic

Update an existing expense rule for a given employee on a policy to modify automatic tag or billable settings

Generate comprehensive corporate card reconciliation reports for specified date ranges to compare card transactions with expense reports for accounting closure

Add a new employee to an Expensify policy OR update an existing one (upsert), via the Advanced Employee Updater — sets approval hierarchy, role, external ID, and other fields. Looks up the employee by employeeEmail (not employeeID); a brand-new email is provisioned as a new policy member. All four fields (employeeEmail, managerEmail, employeeID, policyID) are required on every call, even to change a single field.

Retrieve comprehensive inventory of corporate cards configured at domain level with transaction import status and cardholder assignment details

Configure tag-based approval routing to automatically route expenses with specific tags to designated approvers for department or project-based workflows