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 NEXT RUN
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.
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 |
|---|---|
# expensify_create_expense_rules | Create a per-employee expense auto-tagging rule - create/expenseRules. |
# expensify_create_expenses | Create individual expenses for an employee - create/expenses. |
# expensify_create_policy | Create a new policy (workspace) - create/policy. |
# expensify_create_report | Create an expense report (optionally with expenses) - create/report. |
# expensify_download_file | Download a previously generated export file - download. |
# expensify_export_reconciliation | Export card/bank-feed transactions for reconciliation - reconciliation exporter. |
# expensify_export_reports | Export report data via a Freemarker template - file exporter. |
# expensify_get_domain_card_list | List domain-level company cards (assignments, bank feeds, import status, cardholder mapping) - get/domainCardList. |
# expensify_get_policy | Get full configuration of one or more policies - get/policy. |
# expensify_get_policy_list | List all policies (workspaces) the partner can access - get/policyList. |
# expensify_reimburse_reports | Mark approved reports as REIMBURSED - update/reportStatus (the ONLY report status mutation Expensify exposes; there is no approve/reject job). |
# 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 |
|---|---|
# expensify_update_expense_rules | Update an existing expense rule - update/expenseRules. |
# expensify_update_policy | Update a policy's categories, tags, and/or report fields - update/policy. |
# 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.
expensify_create_expense_rulesexpensify_create_expensesexpensify_create_policyConnect Expensify in a minute
One MCP for every integration. Add it once, then every MCP in the catalog is a request away.
- 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.
- 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.
- 03
Ask
Paste a request from this page. Every run shows what it cost.
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
Then run /mcp in Claude Code and sign in.
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
Then run codex mcp login flymy to sign in.
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.