• ENTRY
  • REPORT
  • HUMAN
  • SYNC

How to log and report expenses with your AI

Connect Expensify to your AI client once. After that, you just tell your agent what you spent, and it handles the data entry.

Ask AI about this page

Short answer

How do I log and report expenses with my AI?

You describe your purchases in plain text, and your AI converts those messages into specific Expensify entries or full reports. This moves your spending data from a conversation directly into your accounting software. You get organized records without manual typing.

Where your spending lands.

The outcomes of your requests.

The AI processes your text and routes the information to these specific locations in Expensify.

ENTRY

Individual expense entries

The AI uses create_expense to turn a single sentence about a meal or a ride into a line item. You get a clean entry in your Expensify account.

REPORT

Organized expense reports

When you have multiple items, the AI uses create_report to group them. This builds a structured report ready for approval.

HUMAN

Manual review needed

If your description is too vague for the AI to guess the amount or category, it will ask you for clarification. You stay in control of the final numbers.

SYNC

Account updates

Once the AI finishes the task, your Expensify dashboard reflects the new entries and reports immediately.

The workflow

What your AI does when you describe a purchase.

The AI acts as a bridge between your chat window and your Expensify account.

  1. Parse spending details

    Your agent reads your message to extract the amount, date, and merchant. It turns messy text into structured data.

    create_expense

  2. Log the expense

    The AI sends that structured data to Expensify to create a new line item.

    create_expense

  3. Group items

    If you tell the AI to bundle several items together, it organizes them into a single collection.

    create_report

  4. Finalize reports

    The AI wraps up the collection by generating a formal report in your account.

    create_report

Try it

Copy these to start.

Use these prompts to trigger the Expensify tools.

Starting points

Swap out the bracketed details with your actual spending info.

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"
    }
  }
}
Copy into chat04

  • Create an expense for a $45 lunch at Blue Bottle Coffee today.

  • Log a $12 taxi ride from my trip to Chicago yesterday.

  • Put my last three expenses into a new report called 'Client Visit July'.

  • Create an expense for a $120 flight booking from this morning.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Expensify once, then ask.

Click the link to connect your account. Your login stays encrypted and secure on our side. Once connected, you can use any of the prompts above.

Connect Expensify to your AI

FAQ

How the Expensify task behaves

  • 01

    Can the AI delete existing expenses?

    No. The AI only has tools to create new entries and reports. It cannot modify or delete what is already in your account.

  • 02

    Does the AI handle receipt uploads?

    No. The current tools only allow the AI to create the text-based expense entries and reports.

  • 03

    Can I use this to fix mistakes in old reports?

    No. The AI can only create new data. You will need to log in to Expensify to edit or delete previous entries.

  • 04

    What happens if I don't mention the price?

    The AI will ask you for the amount before it attempts to create the entry.

  • 05

    Does it work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Expensify? See everything the Expensify Connector can do

Connect Expensify to Claude, Cursor, ChatGPT & more