Expensify MCP connector

Expensify is a cloud-based expense management system that helps individuals and businesses track spending, scan receipts, and manage reimbursements. The Expensify MCP connector allows AI agents to create expenses, generate expense reports, and submit expenses for approval. It also supports attaching receipts, categorizing transactions, and managing expense workflows across personal and business accounts.

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:

• Record business expenses and mileage in Expensify for accurate reimbursement tracking
• Capture receipts automatically using Expensify's mobile scanner for faster expense submission
• Generate compliant expense reports with audit trails for finance and accounting teams
• Categorize expenses by cost center, project, or department for detailed cost allocation
• Streamline approval workflows by routing reports to managers based on organizational policies
• Export expense data to accounting systems for seamless financial reconciliation and reporting
• Enforce spending policies and flag policy violations before expense approval
• Reduce manual entry by automating receipt scanning and expense categorization

Example prompts

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

• Create a new expense in Expensify for my lunch meeting today with the client.
• Add a mileage expense to Expensify for my drive to the regional office.
• Set up an expense report in Expensify with my conference registration fee.
• Log my hotel and meal expenses in Expensify from my business trip last week.
• Create an expense in Expensify for office supplies I purchased this morning.
• Start a new report in Expensify and include my client entertainment expenses.
• Add my airfare expense to a new report in Expensify for the marketing conference.
• Record my taxi fare in Expensify and add it to my project expenses.
• Create an expense report in Expensify for all my training course fees.
• Log a rental car expense in Expensify for my client visit next month.

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.

Tool	Description
expensify_expensifycreateexpense_invoke	Creates a new expense entry with details such as amount, category, and description.
expensify_expensifycreatereport_invoke	Creates a new expense report and adds an expense to it in a single operation.