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Connect Expensify to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Handle corporate spending and financial reporting through chat.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 12 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Expensify.

  1. 01

    Export reports

    This capability exports expense or report data using specific filters and Freemarker templates.

  2. 02

    Get policy

    Use this to pull detailed information about a specific policy.

  3. 03

    Get policy list

    This capability provides a summary list of all available policies.

  4. 04

    Update employees

    This capability handles advanced employee updates for dynamic provisioning.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Expensify.

  1. 05

    Create expense rules

    Use this to set up new expense rules for a policy member.

  2. 06

    Create policy

    This capability creates a new policy under a Team or Corporate plan.

  3. 07

    Export reconciliation

    This capability generates exports of corporate card transaction data for reconciliation.

  4. 08

    Get domain cards

    Use this to retrieve credit cards assigned at the domain level.

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Expensify.

  1. 09

    Download file

    This capability downloads reports generated by Exporter or Reconciliation jobs.

  2. 10

    Create expense

    This capability creates individual expenses directly in a user account.

  3. 11

    Create report

    Use this to build a report containing transactions in a user account.

  4. 12

    Update policy

    This capability manages categories, tags, and report fields on an existing policy.

Real work

What teams actually run

01

Monthly Reconciliation

A finance user asks the agent to export corporate card data to match against bank statements.

02

Onboarding Employees

An operations manager updates the employee list to provision new team members.

03

Instant Expense Logging

A contractor tells their agent about a recent taxi ride to create an expense entry immediately.

04

Policy Updates

A manager changes a policy category or tag to keep expense reporting consistent.

Automate a task

Put Expensify to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Expensify works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Expensify to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

988ms average. Fast in production.

Expensify is checked daily against the live service.

Daily averagePeak 1342ms
Oct 3Today
Fastest day
780ms
Slowest day
1342ms
14-day trend
Improving-6%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 12 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Expensify, so you can see the experience inside your AI.

It does not authenticate your account with Expensify. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Expensify Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ie4EE7sHW9cYpZclk8tSw8uSPp4wcF4Dnc6qnBRo/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Expensify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "expensify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ie4EE7sHW9cYpZclk8tSw8uSPp4wcF4Dnc6qnBRo/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Expensify in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Expensify owners hand off.

This MCP is built for professionals managing corporate spending and company-wide financial rules.

  • 01

    Finance Teams

    They use the agent to automate corporate card reconciliation and export reports to accounting systems.

  • 02

    Operations Managers

    They manage company policies, expense rules, and employee lists through chat.

  • 03

    Employees and Contractors

    They log expenses and submit reports using conversational commands.

FAQ

Questions Expensify owners ask.

  • 01

    How do I connect my Expensify account?

    You need to provide your Expensify Partner User ID and Partner User Secret during the setup process on Vinkius.

  • 02

    Which AI clients can I use with this MCP?

    You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I create new policies using the agent?

    Yes, the MCP includes capabilities to create new policies under Team or Corporate plans.

  • 04

    Can the agent handle corporate card reconciliation?

    Yes, you can use the agent to export corporate card transaction data for reconciliation purposes.

  • 05

    Can I download files directly through my AI client?

    Yes, the MCP allows you to download reports generated by Exporter or Reconciliation jobs.

  • 06

    How do I download a generated export or reconciliation file?

    You can use the download_file capability by providing the exact fileName returned by your export or reconciliation job. The agent will fetch the file content directly.

  • 07

    Can I create a new expense report and attach multiple transactions at once?

    Yes! Use the create_report capability. 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).

  • 08

    How do I retrieve policy details like categories, tags, or tax rates?

    Use the get_policy capability. Provide a comma-separated list of policy IDs and specify the fields you want to retrieve (e.g., 'categories,tags,tax,employees,reportFields').

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