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Expensify MCP connector

Updated 

Expensify is a cloud-based expense management platform for tracking and reporting personal and business spending. The Expensify MCP connector allows AI agents to create individual expenses and compile them into expense reports. It also supports organizing expense data for streamlined approval and reimbursement workflows.

Authentication type

  • API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the Expensify MCP connector to perform the following actions:

  • Log business expenses instantly without switching between apps
  • Submit new expense reports directly from a workflow
  • Capture receipts and costs as they occur in real time
  • Automate expense entry for recurring business purchases
  • Kick off reimbursement requests with a single instruction
  • Reduce manual data entry for finance and operations teams
  • Streamline employee spend tracking across multiple projects
  • Speed up month-end reporting by creating expenses on demand

Example prompts

Use the following example prompts to invoke Expensify MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Add a $45 taxi expense to Expensify for yesterday's client visit.
  • Create a new expense report in Expensify for my Chicago trip.
  • Log a $120 hotel charge in Expensify under travel expenses.
  • Start a new Expensify report with a $30 lunch expense.
  • Record a $500 software purchase as a business expense in Expensify.
  • Create an expense report in Expensify for this week's conference costs.
  • Add a $75 office supplies expense to Expensify.
  • Set up a new Expensify report with an initial $200 flight expense.
  • Log a client dinner expense of $85 in Expensify.
  • Create a report in Expensify starting with a $60 fuel expense.

Expensify MCP connector tools

The Expensify MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
expensify_expensifycreateexpense_invokeCreate a new expense in Expensify
expensify_expensifycreatereport_invokeCreate a new expense report with an initial expense in Expensify
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