# Expensify MCP - Tools, Setup and Examples | FlyMy.AI > Expensify MCP for Claude, Cursor and Codex. Financial workflows, with 15 actions. Your API key. See setup, examples and pricing. Page: https://flymy.ai/mcp/expensify/ MCP / Finance # Expensify MCP: financial workflows Expensify: expense reports, exports via Integration Server. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP. [Connect Expensify](https://flymy.ai/mcp/expensify/#connect) [What it can do](https://flymy.ai/mcp/expensify/#actions) Your own API key, 15 actions, Finance $ YOUR NEXT RUN Claude Code, Codex, Cursor, Any agent ## Use Expensify MCP in your assistant Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect. ``` Read https://flymy.ai/skill.md and https://flymy.ai/mcp/expensify.md. Help me connect Expensify MCP to this assistant. Then help me run this task: Use Expensify to create expense rules. Ask me for the required inputs first and show the result. ``` [Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/expensify.md) ## What Expensify MCP can do 15 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs. | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/expensify/#method-expensify_create_expense_rules) `expensify_create_expense_rules` | Create a per-employee expense auto-tagging rule - create/expenseRules. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_create_expenses) `expensify_create_expenses` | Create individual expenses for an employee - create/expenses. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_create_policy) `expensify_create_policy` | Create a new policy (workspace) - create/policy. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_create_report) `expensify_create_report` | Create an expense report (optionally with expenses) - create/report. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_download_file) `expensify_download_file` | Download a previously generated export file - download. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_export_reconciliation) `expensify_export_reconciliation` | Export card/bank-feed transactions for reconciliation - reconciliation exporter. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_export_reports) `expensify_export_reports` | Export report data via a Freemarker template - file exporter. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_get_domain_card_list) `expensify_get_domain_card_list` | List domain-level company cards (assignments, bank feeds, import status, cardholder mapping) - get/domainCardList. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_get_policy) `expensify_get_policy` | Get full configuration of one or more policies - get/policy. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_get_policy_list) `expensify_get_policy_list` | List all policies (workspaces) the partner can access - get/policyList. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_reimburse_reports) `expensify_reimburse_reports` | Mark approved reports as REIMBURSED - update/reportStatus (the ONLY report status mutation Expensify exposes; there is no approve/reject job). | | [#](https://flymy.ai/mcp/expensify/#method-expensify_update_employees) `expensify_update_employees` | Add, update, or REMOVE policy members - update/employees (Advanced Employee Updater, entity=generic; replaces the deprecated legacy employee updater). | **Show all 15 actions** | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/expensify/#method-expensify_update_expense_rules) `expensify_update_expense_rules` | Update an existing expense rule - update/expenseRules. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_update_policy) `expensify_update_policy` | Update a policy's categories, tags, and/or report fields - update/policy. | | [#](https://flymy.ai/mcp/expensify/#method-expensify_update_tag_approvers) `expensify_update_tag_approvers` | Set tag-level approval routing (single-level tags only) - update/tagApprovers. | ## Ask your agent Requests to paste as they are. Each one runs on the actions named under it. **“Use Expensify to create expense rules. Ask me for the required inputs first and show the result.”** uses `expensify_create_expense_rules` **“Use Expensify to create expenses. Ask me for the required inputs first and show the result.”** uses `expensify_create_expenses` **“Use Expensify to create policy. Ask me for the required inputs first and show the result.”** uses `expensify_create_policy` ## Connect Expensify in a minute One MCP for every integration. Add it once, then every MCP in the catalog is a request away. 1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy. 2. 02 ### Add your Expensify credentials Paste them into the Expensify [connection settings](https://app.flymy.ai/mcp-configs#expensify) once; they stay with FlyMy.AI, never in a prompt or a chat. - **Partner User ID** - Expensify - Settings - Account - API - generate credentials. [Get credentials ->](https://www.expensify.com/tools/integrations/) - **Partner User Secret** - Secret paired with the partner user ID. 3. 03 ### Ask Paste a request from this page. Every run shows what it cost. Claude Code ``` claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp ``` Then run /mcp in Claude Code and sign in. Codex ``` codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp ``` Then run codex mcp login flymy to sign in. claude.ai and Claude Desktop ``` https://mcp-agents.flymy.ai/mcp ``` Settings, Connectors, Add custom connector: paste this URL. ## Pay per run FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Expensify account, under its plan and limits. No seats and no minimum. [See usage pricing →](https://flymy.ai/pricing/) ## More Finance MCPs Payments, banking, accounting, invoices and market data. ### Brex Brex corporate cards & banking: transactions, statements, expenses, budgets, spend limits, transfers, vendors, cards, team, accounting, webhooks, travel... 104 actions / your API key Link: https://flymy.ai/mcp/brex/ ### Alpaca Stock and crypto trading platform with commission-free trading, real-time market data, and algorithmic trading capabilities 100 actions / your API key Link: https://flymy.ai/mcp/alpaca/ ### Alpha Vantage Alpha Vantage provides free APIs for real-time and historical financial data, including stock time series, technical indicators, and more 20 actions / your API key Link: https://flymy.ai/mcp/alpha-vantage/ ### Altoviz Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable... 9 actions / your API key Link: https://flymy.ai/mcp/altoviz/ ### Benzinga Benzinga provides real-time financial news and data APIs, offering comprehensive coverage of market-moving information for developers and financial... 9 actions / your API key Link: https://flymy.ai/mcp/benzinga/ ### Better Proposals Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals 22 actions / your API key Link: https://flymy.ai/mcp/better-proposals/ ## Go to the source [Expensify in the docs →](https://docs.flymy.ai/mcp/expensify), [Expensify connection settings →](https://app.flymy.ai/mcp-configs#expensify), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/) From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs. --- For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.