# Expensify MCP for AI Agents AI Agent Connect

> Expensify MCP. Connect your Expensify account to your AI client to automate corporate expense management. Create reports, export card transactions, and manage policies directly through natural conversation.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_ie4EE7sHW9cYpZclk8tSw8uSPp4wcF4Dnc6qnBRo/ai-agent-connect
- **Tags:** expense-tracking, reconciliation, corporate-cards, financial-reporting, receipts

## Description

This Expensify MCP connects your corporate accounts to your AI client so you can handle expenses without the usual manual overhead. You can tell your agent to build out full reports for specific projects or log individual receipts on the fly. If you need to pull data for your accounting team, you can request exports in specific formats or grab the files directly from the system. For those managing the rules, it lets you build new policies, adjust categories, and manage employee lists for dynamic provisioning. It takes the friction out of financial reconciliation by letting you manage everything through a simple conversation. Finding this Connector in the Vinkius catalog makes it easy to get your finance team moving without the usual back and forth.

## Tools

### export_reconciliation
Pull corporate card data for financial reconciliation. It prepares data for your accounting software.

### export_reports
Create report data exports using Freemarker templates. This gives you custom formatting options.

### get_policy_list
Get a high-level summary of all active policies. This gives you a quick overview of company rules.

### get_policy
Pull detailed information on a specific policy. See all tags, categories, and rules in one view.

### update_employees
Manage employee data for dynamic provisioning. Update your team list in one go.

### create_expense_rules
Set specific expense rules for members of a policy. This helps maintain spending boundaries.

### create_policy
Build a new policy under a Team or Corporate plan. This sets the foundation for your rules.

### get_domain_cards
List all credit cards assigned at the domain level. Use this to see your full fleet of cards.

### create_expense
Log an individual expense into a user account. Use this for quick receipt entries.

### create_report
Generate a new report containing specific transactions. It bundles items for easy review.

### download_file
Get files from Exporter or Reconciliation jobs directly. This saves you from hunting for links.

### update_policy
Edit categories, tags, and fields on an existing policy. Keep your rules current as needs change.

## Prompt Examples

**Prompt:** 
```
Create an expense report for employee@company.com under policy ID PLY123 with a $50 meal expense.
```

**Response:** 
```
I've created the report for employee@company.com. Here are the details:

| Report ID | Policy | Amount | Category |
| :--- | :--- | :--- | :--- |
| REP-9921 | PLY123 | $50.00 | Meals |

* **Status**: Success
* **Attached Transactions**: 1
* **Policy Applied**: Travel & Meals
```

**Prompt:** 
```
Export corporate card reconciliation data for last month.
```

**Response:** 
```
I've initiated the reconciliation export for last month. 

* **Export Type**: Corporate Card Feed
* **Date Range**: Oct 1 - Oct 31
* **Status**: Processing

I'll let you know as soon as the file is ready for download.
```

**Prompt:** 
```
Get the categories and tags for policy ID PLY123.
```

**Response:** 
```
Here are the details for Policy PLY123:

**Active Categories:**
* Travel
* Meals
* Software

**Active Tags:**
* Marketing
* Engineering
* Q4_Project
```

## Capabilities

### Build expense reports
Create full reports with multiple transactions attached via your AI client.

### Export card feeds
Pull corporate card data into your preferred format for accounting.

### Manage company policies
Update categories, tags, and rules for different team members.

### Grab export files
Download reports and reconciliation sheets directly to your machine.

### Sync employee lists
Handle dynamic provisioning for your team members automatically.

### Set expense rules
Create specific spending rules for members of a policy.

## Use Cases

### Reconciling last month's card data
A finance lead needs a summary of all card spending. They ask their agent to run `export_reconciliation` for the previous month to get a clean data set.

### Logging a quick meal expense
An employee finishes a business lunch and tells the agent to use `create_expense` and `create_report` to log the $50 receipt immediately.

### Setting up a new travel policy
An ops manager needs a new travel rule. They use `create_policy` to build the structure and `update_policy` to set the specific tags.

### Grabbing a reconciliation sheet
A user needs a specific file for an audit. They tell the agent to use `download_file` to pull the latest reconciliation sheet from the system.

## Benefits

- Get reports done faster by using `create_report` to bundle transactions instantly.
- Skip manual data entry for card feeds by using `export_reconciliation` to pull data.
- Keep policies accurate by using `update_policy` to change tags and categories.
- Simplify file management by using `download_file` to grab reports without leaving the chat.
- Automate provisioning by using `update_employees` to sync your team list.
- Standardize company spending by using `create_expense_rules` to set clear boundaries.

## How It Works

The bottom line is you can manage your entire corporate expense lifecycle through a single chat interface.

1. Subscribe to the Expensify MCP in the Vinkius catalog.
2. Provide your Expensify Partner User ID and Partner User Secret.
3. Ask your AI client to generate a report or pull a transaction feed.

## Frequently Asked Questions

**Can I use the Expensify MCP to manage my company's spending rules?**
Yes. You can use it to create new policies, update categories, and set specific rules for different team members through your AI client.

**How does the Expensify MCP help with corporate card reconciliation?**
It allows you to pull corporate card transaction data directly into your workflow, making it much faster to match expenses against your company rules.

**Can the Expensify MCP create expense reports for my employees?**
Yes. You can ask your agent to build full reports with specific transactions attached, which saves you from manual entry in the web portal.

**Does the Expensify MCP support custom export templates?**
Yes. It supports exporting report data using Freemarker templates, so you can get your data in the exact format your accounting team requires.

**Can I use the Expensify MCP to update my team's employee list?**
Yes. It includes a tool for dynamic provisioning that lets you update your employee list and manage team access in one go.

**How do I get my reconciliation files using the Expensify MCP?**
You can simply ask your AI agent to download the files from your recent reconciliation jobs or exports, and it will retrieve them for you.

**How do I download a generated export or reconciliation file?**
You can use the `download_file` tool by providing the exact `fileName` returned by your export or reconciliation job. The agent will fetch the file content directly.

**Can I create a new expense report and attach multiple transactions at once?**
Yes! Use the `create_report` tool. You can specify the employee's email, the target policy ID, report details, and pass an array of expense objects (including merchant, currency, date, and amount).

**How do I retrieve policy details like categories, tags, or tax rates?**
Use the `get_policy` tool. Provide a comma-separated list of policy IDs and specify the fields you want to retrieve (e.g., 'categories,tags,tax,employees,reportFields').