Expensify

Get list of policies accessible to the authenticated user. Returns all policies the partner has access to, including policy ID, name, type, and owner. Args: - adminOnly: If true, only return policies where user is admin (default: false) - format: Response format ('json' or 'markdown') Returns: List of policies with their details.

Get detailed information about a specific policy. Returns policy details including categories, tags, report fields, employees, and tax configuration. Args: - policyId: The policy ID - fields: Which fields to retrieve (categories, tags, reportFields, employees, tax) - format: Response format Returns: Detailed policy information.

Create a new expense policy. Args: - name: Name of the new policy - plan: Policy plan type ('team' or 'corporate') Returns: The created policy ID.

Update expense categories for a policy. Allows enabling/disabling categories and setting GL codes. Args: - policyId: Policy ID - categories: JSON string of category settings (e.g., {"Travel": {"enabled": true, "glCode": "1001"}}) Returns: Success confirmation.