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.

Your own API key15 actionsFinance

$ YOUR NEXT RUN

Claude CodeCodexCursorAny 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.AIDownload brief

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.

ActionWhat it does
# expensify_create_expense_rulesCreate a per-employee expense auto-tagging rule - create/expenseRules.
# expensify_create_expensesCreate individual expenses for an employee - create/expenses.
# expensify_create_policyCreate a new policy (workspace) - create/policy.
# expensify_create_reportCreate an expense report (optionally with expenses) - create/report.
# expensify_download_fileDownload a previously generated export file - download.
# expensify_export_reconciliationExport card/bank-feed transactions for reconciliation - reconciliation exporter.
# expensify_export_reportsExport report data via a Freemarker template - file exporter.
# expensify_get_domain_card_listList domain-level company cards (assignments, bank feeds, import status, cardholder mapping) - get/domainCardList.
# expensify_get_policyGet full configuration of one or more policies - get/policy.
# expensify_get_policy_listList all policies (workspaces) the partner can access - get/policyList.
# expensify_reimburse_reportsMark approved reports as REIMBURSED - update/reportStatus (the ONLY report status mutation Expensify exposes; there is no approve/reject job).
# expensify_update_employeesAdd, update, or REMOVE policy members - update/employees (Advanced Employee Updater, entity=generic; replaces the deprecated legacy employee updater).
Show all 15 actions
ActionWhat it does
# expensify_update_expense_rulesUpdate an existing expense rule - update/expenseRules.
# expensify_update_policyUpdate a policy's categories, tags, and/or report fields - update/policy.
# expensify_update_tag_approversSet 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 once; they stay with FlyMy.AI, never in a prompt or a chat.

    • Partner User ID - Expensify - Settings - Account - API - generate credentials. Get credentials ->
    • 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.

Go to the source

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.