Skip to content
Vinkius

Expensify Connector for AI agents.

12 live capabilities

Manage corporate expense reports and card reconciliations via natural conversation.

Live agent request Expensify / Connector

Waiting for input…

AI Agent

Why people use Expensify

Expensify for Corporate Expense Management

With this Connector, you just tell your agent what you need. You can ask for a summary of policies or have it generate a full report for a specific employee. You get the data you need in seconds, moving the needle from manual entry to automated oversight.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You can manage your entire corporate expense lifecycle through a single chat interface.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Reconciling last month's card data

    A finance lead needs a summary of all card spending.

  2. Real-world use case 02

    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.

  3. Real-world use case 03

    Setting up a new travel policy

    An ops manager needs a new travel rule.

Complete set · 12capabilities

The complete Expensify capability set.

These are the exact actions your AI can choose when you ask it to work with Expensify.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Expensify.

  1. 01 Capability

    Export reconciliation

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

  2. 02 Capability

    Export reports

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

  3. 03 Capability

    Get policy list

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

  4. 04 Capability

    Get policy

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

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Expensify.

  1. 05 Capability

    Update employees

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

  2. 06 Capability

    Create expense rules

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

  3. 07 Capability

    Create policy

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

  4. 08 Capability

    Get domain cards

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

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Expensify.

  1. 09 Capability

    Create expense

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

  2. 10 Capability

    Create report

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

  3. 11 Capability

    Download file

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

  4. 12 Capability

    Update policy

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

Set up in minutes

One URL. Then ask Expensify to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Expensify from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_ie4EE7sHW9cYpZclk8tSw8uSPp4wcF4Dnc6qnBRo/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Expensify, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Expensify for the conversation.

Where the request belongs

Work Expensify can move forward.

Built around the request

Finance managers tired of manual data entry, operations leads managing complex company policies, and contractors who want to submit expenses without the headache.

01

Finance Manager

Handles corporate card reconciliation and report generation on Tuesday afternoons.

02

Operations Lead

Manages company-wide expense policies and employee rules for the whole team.

03

Contractor

Logs individual expenses and submits reports without needing a finance admin.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Certify (Emburse) logo
01 8 capabilities

Certify (Emburse)

Manage expenses and invoices via Certify (Emburse). track reports, receipts, and employee spend directly from any AI agent.

View Connector
Expensya logo
02 12 capabilities

Expensya

Submit and approve business expenses in seconds with receipt scanning, policy enforcement, and reimbursement workflows.

View Connector
Spendesk logo
03 9 capabilities

Spendesk

Empower your AI with real-time spend management. Track budgets, audit invoices, and review expense claims directly from your IDE.

View Connector
BILL Spend & Expense logo
04 5 capabilities

BILL Spend & Expense

Manage corporate spend via BILL. list budgets, cards, and transactions directly from any AI agent.

View Connector
Finmei logo
05 12 capabilities

Finmei

Manage expenses, tax rates, and payments through conversational AI agents with Finmei.

View Connector
Dext logo
06 10 capabilities

Dext

Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.

View Connector

Bring your own AI

Change the model, client or framework. Keep Expensify connected.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • VS Code
  • Windsurf
  • ZCode
  • Cline
  • Zed
  • Continue
  • Kiro
  • Roo Code
  • Zencoder
  • Goose
  • Void
  • Augment Code
  • Amp
  • Qodo
  • Tabnine
  • Pieces
  • Sourcegraph Cody
  • JetBrains
  • Warp
  • Amazon Q
  • Antigravity
  • BoltAI
  • Raycast
  • Jan
  • LM Studio
  • AnythingLLM
  • Open WebUI
  • Msty
  • Cherry Studio
  • LibreChat
  • TypingMind
  • Chorus
  • 5ire
  • n8n
  • LangChain
  • LlamaIndex
  • CrewAI
  • Vercel AI SDK

Before you connect

Questions about Expensify.

The practical details behind the request, access and result.

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 capability 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 capability 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 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).

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').

One connection away

Give your agent a direct line to Expensify.

Connect Expensify once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available