Expensify MCP for AI. Automate financial compliance and expense reporting.
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Expensify automates your entire corporate expense lifecycle, from logging individual receipts to running complex financial reconciliation reports. Get full control over policy enforcement, managing policies, creating detailed expenditure reports, and exporting raw corporate card data using natural conversation with any AI agent.
What your AI can do
Create expense rules
Establishes specific spending guidelines or rules that must be followed by a policy member.
Create expense
Logs a single expense record directly into a user's account for immediate tracking.
Create policy
Sets up an entirely new financial policy under the company's team or corporate plan structure.
Log single expenses or compile entire report packages with attached transactions directly into the user's account.
Generate and export raw corporate card transaction data, making it easier to reconcile accounts against company spending policies.
Create new expense policies or update existing ones by adjusting categories, tags, and specific financial rules for members.
Compile custom reports, export data using configurable formats, or download reconciliation sheets based on defined filters.
Update employee records and assign domain-level credit cards to keep user and financial data current across the organization.
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Expensify: 12 Tools for Corporate Finance
These tools let your agent handle every facet of finance compliance, from logging receipts to exporting raw card transaction data.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Expensify on VinkiusCreate Expense Rules
Establishes specific spending guidelines or rules that must be followed by a policy member.
Create Expense
Logs a single expense record directly into a user's account for immediate tracking.
Create Policy
Sets up an entirely new financial policy under the company's team or corporate plan...
Create Report
Compiles and generates a full expense report containing multiple transactions within...
Download File
Retrieves previously generated export files or reconciliation sheets from the system.
Export Reconciliation
Generates a full data dump of corporate card transactions, perfect for accounting reconciliation.
Export Reports
Exports expense or report data in various formats using specific filters and templates.
Get Domain Cards
Retrieves a list of all corporate credit cards assigned to the entire domain level.
Get Policy List
Retrieves a quick summary list of all existing company policies by name and date.
Get Policy
Pulls specific, detailed information about a single policy ID for review.
Update Employees
Performs advanced data updates for employee records, managing user provisioning...
Update Policy
Modifies an existing policy by changing its associated categories, tags, or report fields.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Expensify integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Expensify, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Expensify. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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V8 Isolated
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Policy on every call
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Dealing with expense reporting means endless clicking and exporting.
Today, getting a full picture of corporate spending requires jumping through hoops: pulling raw data from one dashboard, cross-referencing it in another spreadsheet, then manually attaching receipts to create the final report. It’s a cycle of copy/paste and guessing which policy applies.
With this MCP, you talk to your agent. You simply tell it what needs reporting—'Show me all travel expenses for Q2.' The system handles all the data gathering, running the necessary exports and compiling the final package automatically. What you get back is an accurate report, ready to submit.
Using the Expensify MCP gives you full control over policy enforcement.
Previously, if a policy needed updating, someone had to manually edit rule sets in a separate admin panel and wait for those changes to propagate. If they missed one field or tag, the whole department could spend money incorrectly.
Now, you manage policies directly through your AI agent. You can use `update_policy` or `create_expense_rules` instantly. The system accepts the change immediately, meaning compliance updates are instant and guaranteed across all user groups.
What your AI can actually do with this
Connecting your Expensify account gives you complete command of corporate finance workflows. You can create new expense entries or compile massive report packages directly within a user’s profile. Need to audit spending? The system generates detailed export files and handles complex reconciliation by exporting raw corporate card transaction feeds using custom templates.
Beyond tracking, you manage the rules themselves: creating policies, updating employee details, and setting specific expense guidelines for different teams. Everything is accessible through your AI client; just connect Vinkius to your account, and you can start managing compliance without leaving your chat window. It’s designed for finance teams who need audit-grade reports and operations staff who manage policy rules daily.
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Here's how it actually works
The bottom line is that you tell your agent what financial task needs doing, and it handles all the backend commands to make it happen.
Subscribe to this MCP, then provide your Expensify Partner User ID and Secret credentials.
Your AI agent connects these details, granting it access to manage your corporate accounts.
You give a simple command—like 'Create an expense report for John Smith covering travel in June'—and the MCP executes the necessary actions.
Who is this actually for?
This tool is built for organizations where financial compliance matters daily. It’s essential for Operations Managers who run policy updates, Finance Analysts needing audit-ready reports, and Employees who need simple ways to submit receipts.
Runs reconciliation exports and uses the export_reports tool to generate detailed financial data packages for quarterly audits.
Manages policies by using create_policy or running update_policy whenever company spending rules change, ensuring compliance remains high across all departments.
Submits expenses quickly and easily using the agent to log individual costs via create_expense, eliminating manual form filling.
What Changes When You Connect
Avoid manually exporting data for reconciliation. Use export_reconciliation to get raw corporate card feeds instantly, speeding up your month-end close process.
Never lose a receipt or forget a rule again. You can use the agent to quickly log individual costs via create_expense, ensuring every expense is accounted for immediately.
Policy changes don't require IT tickets anymore. Use update_policy and create_expense_rules to adjust spending limits across specific employee groups in minutes.
Audit trails are built-in. You can use the agent to compile full report packages with create_report, making it easy to prove compliance for any given time period.
Keep your user data current without manual updates. The update_employees tool lets you provision and sync employee details dynamically, keeping records accurate.
See it in action
Month-End Reconciliation
The finance team needs to reconcile last month's spending against the corporate card statements. They ask their agent to run export_reconciliation, which immediately provides a clean data set ready for accounting software, eliminating hours of manual spreadsheet work.
New Department Policy
The Operations Manager needs to enforce new rules for the Marketing department (e.g., increasing travel limits but reducing meal caps). They use create_policy and then apply specific restrictions with create_expense_rules, guaranteeing immediate compliance.
Annual Audit Preparation
A senior manager needs to prove that all department spending aligns with the current guidelines. Instead of pulling separate reports, they ask the agent to compile a full report package using create_report for the entire year, making the audit simple.
User Offboarding
A contractor leaves and their access needs updating, or employee records need cleaning. They use the agent to run update_employees, ensuring all associated financial roles are correctly provisioned or retired.
The honest tradeoffs
Trying to manually update rules
A user tries to edit policy text in a separate spreadsheet and then emails it to finance, hoping the changes will apply next week.
Don't email spreadsheets. Use your agent to directly run update_policy or create_expense_rules. This ensures the rules are applied instantly and correctly within Expensify.
Missing the right card data
The finance team struggles because they only have general spending reports, not the raw transaction feeds needed for true reconciliation.
Always use export_reconciliation first. This generates the complete corporate card transaction dump required to match all expenses and payments accurately.
Overlooking policy scope
A user creates an expense report without confirming which specific policies or rules apply, leading to rejected submissions.
Before creating a report, use get_policy or get_policy_list to verify the exact details and current guidelines for the relevant policy ID.
When It Fits, When It Doesn't
Use this MCP if your primary headache is financial compliance, expense tracking, or corporate card reconciliation. You need to automate the movement of data from a receipt/transaction into an auditable, rule-based report. Don't use it if you simply need to store contact information; for that, use a standard CRM tool. Also, don't try to fix broken tax rates; those are system settings outside this MCP's scope. However, if your process requires updating employee user data before running any financial reports or policies, then the update_employees capability becomes mandatory.
Questions you might have
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').
If I need to set specific spending limits or category rules for a team, how do I use `create_expense_rules`? +
You must call create_expense_rules with the policy member ID and the specific rule criteria. This tool ensures that expense submissions adhere to defined financial parameters before they get logged.
I just need a quick overview of all available company policies; should I use `get_policy_list`? +
Yes, use get_policy_list. This tool gives you an immediate summary list of all active policies without needing the detailed fields that get_policy retrieves.
How do I modify existing policy details, such as changing tags or adding new categories? Should I use `update_policy`? +
You need to call update_policy. This function lets you manage and revise specific fields—like categories, tags, and report parameters—on a policy that already exists.
My employee roster changes frequently; how do I keep the system updated for all users using `update_employees`? +
update_employees is designed to handle dynamic provisioning. You provide the necessary employee data, and this tool syncs those updates across your corporate profile.
Where can I retrieve a comprehensive list of all credit cards assigned at the domain level using `get_domain_cards`? +
get_domain_cards retrieves every credit card currently assigned to the entire domain. This is useful for auditing or identifying which accounts need reconciliation data.
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