Expensify

Expensify MCP Server for Cloudflare Workers

Available Tools

22 tools available in the Expensify MCP server. Each tool can be called by AI assistants to perform specific actions.

expensify_get_policies

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.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "adminOnly": {
      "type": "boolean",
      "default": false,
      "description": "Only return policies where user is admin"
    }
  }
}

expensify_get_policy

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.

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    }
  }
}

expensify_create_policy

Create a new expense policy.

Args:

name: Name of the new policy
plan: Policy plan type ('team' or 'corporate')

Returns: The created policy ID.

{
  "type": "object",
  "required": [
    "name",
    "plan"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Policy name"
    },
    "plan": {
      "enum": [
        "team",
        "corporate"
      ],
      "type": "string",
      "description": "Policy plan type"
    }
  }
}

expensify_update_categories

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.

{
  "type": "object",
  "required": [
    "policyId",
    "categoriesJson"
  ],
  "properties": {
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "categoriesJson": {
      "type": "string",
      "description": "JSON string of categories to update"
    }
  }
}

expensify_update_tags

Update expense tags for a policy.

Allows managing multi-level tag hierarchies.

Args:

policyId: Policy ID
tagsJson: JSON string of tag settings

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "policyId",
    "tagsJson"
  ],
  "properties": {
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "tagsJson": {
      "type": "string",
      "description": "JSON string of tags to update"
    }
  }
}

expensify_update_report_fields

Update custom report fields for a policy.

Allows adding text, dropdown, or date fields to reports.

Args:

policyId: Policy ID
reportFieldsJson: JSON string of field definitions

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "policyId",
    "reportFieldsJson"
  ],
  "properties": {
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "reportFieldsJson": {
      "type": "string",
      "description": "JSON string of report fields"
    }
  }
}

expensify_get_employees

Get employees for a policy.

Returns list of employees with their roles and reporting structure.

Args:

policyId: Policy ID
format: Response format

Returns: List of employees.

{
  "type": "object",
  "required": [
    "policyId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    }
  }
}

expensify_update_employee

Update employee settings in a policy.

Args:

policyId: Policy ID
employeeEmail: Employee email
managerEmail: Manager's email
isAdmin: Whether employee is admin
employeeID: External employee ID
approvalLimit: Approval limit amount
overLimitApprover: Approver for over-limit expenses

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "policyId",
    "employeeEmail"
  ],
  "properties": {
    "isAdmin": {
      "type": "boolean",
      "description": "Whether employee is admin"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "employeeID": {
      "type": "string",
      "description": "External employee ID"
    },
    "managerEmail": {
      "type": "string",
      "description": "Manager's email"
    },
    "approvalLimit": {
      "type": "number",
      "description": "Approval limit amount"
    },
    "employeeEmail": {
      "type": "string",
      "description": "Employee email"
    },
    "overLimitApprover": {
      "type": "string",
      "description": "Over-limit approver email"
    }
  }
}

expensify_add_employee

Add an employee to a policy.

Args:

policyId: Policy ID
employeeEmail: Employee email to add
role: Employee role (default: 'user')

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "policyId",
    "employeeEmail"
  ],
  "properties": {
    "role": {
      "type": "string",
      "description": "Employee role"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "employeeEmail": {
      "type": "string",
      "description": "Employee email"
    }
  }
}

expensify_remove_employee

Remove an employee from a policy.

Args:

policyId: Policy ID
employeeEmail: Employee email to remove

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "policyId",
    "employeeEmail"
  ],
  "properties": {
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "employeeEmail": {
      "type": "string",
      "description": "Employee email"
    }
  }
}

expensify_export_reports

Export expense reports with their transactions.

Returns reports matching the specified filters with full transaction details.

Args:

startDate: Start date (YYYY-MM-DD)
endDate: End date (YYYY-MM-DD)
policyId: Filter by policy ID
reportState: Filter by report state (OPEN, SUBMITTED, APPROVED, REIMBURSED, ARCHIVED)
employeeEmail: Filter by submitter email
limit: Maximum number of reports
format: Response format

Returns: List of reports with their transactions.

{
  "type": "object",
  "required": [
    "startDate",
    "endDate"
  ],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Maximum reports to return"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    },
    "endDate": {
      "type": "string",
      "description": "End date (YYYY-MM-DD)"
    },
    "policyId": {
      "type": "string",
      "description": "Filter by policy ID"
    },
    "startDate": {
      "type": "string",
      "description": "Start date (YYYY-MM-DD)"
    },
    "employeeEmail": {
      "type": "string",
      "description": "Filter by submitter email"
    }
  }
}

expensify_create_report

Create a new expense report.

Args:

title: Report title
employeeEmail: Employee email who owns the report
policyId: Policy ID (optional)

Returns: The created report ID.

{
  "type": "object",
  "required": [
    "title",
    "employeeEmail"
  ],
  "properties": {
    "title": {
      "type": "string",
      "description": "Report title"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "employeeEmail": {
      "type": "string",
      "description": "Employee email"
    }
  }
}

expensify_update_report_status

Update the status of expense reports.

Can update by report ID or by date range filter.

Args:

reportId: Single report ID to update (or use date filters)
startDate: Filter by start date (YYYY-MM-DD)
endDate: Filter by end date (YYYY-MM-DD)
policyId: Filter by policy
status: New status (APPROVED or REIMBURSED)

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "status"
  ],
  "properties": {
    "status": {
      "enum": [
        "APPROVED",
        "REIMBURSED"
      ],
      "type": "string",
      "description": "New status"
    },
    "endDate": {
      "type": "string",
      "description": "Filter by end date"
    },
    "policyId": {
      "type": "string",
      "description": "Filter by policy"
    },
    "reportId": {
      "type": "string",
      "description": "Report ID to update"
    },
    "startDate": {
      "type": "string",
      "description": "Filter by start date"
    }
  }
}

expensify_mark_exported

Mark reports as exported with a label.

Used to track which reports have been exported to external systems.

Args:

reportIds: Comma-separated report IDs to mark
exportLabel: Label to apply

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "reportIds",
    "exportLabel"
  ],
  "properties": {
    "reportIds": {
      "type": "string",
      "description": "Comma-separated report IDs to mark"
    },
    "exportLabel": {
      "type": "string",
      "description": "Export label to apply"
    }
  }
}

expensify_download_report_pdf

Download expense reports as PDF.

Returns base64-encoded PDF data for the specified reports.

Args:

reportIds: Comma-separated report IDs to download

Returns: Base64-encoded PDF data.

{
  "type": "object",
  "required": [
    "reportIds"
  ],
  "properties": {
    "reportIds": {
      "type": "string",
      "description": "Comma-separated report IDs to download"
    }
  }
}

expensify_create_expense

Create one or more expenses.

Expenses are created in the user's default unreported report or assigned policy.

Args:

employeeEmail: Employee email who owns the expenses
expensesJson: JSON array of expense objects with: merchant, amount, currency, created, category, tag, billable, reimbursable, comment, externalID
policyId: Policy ID to associate expenses with

Returns: Created transaction ID(s).

{
  "type": "object",
  "required": [
    "employeeEmail",
    "expensesJson"
  ],
  "properties": {
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "expensesJson": {
      "type": "string",
      "description": "JSON array of expense objects"
    },
    "employeeEmail": {
      "type": "string",
      "description": "Employee email"
    }
  }
}

expensify_get_categories

Get expense categories for a policy.

Returns all categories with their enabled status and GL codes.

Args:

policyId: Policy ID
format: Response format

Returns: List of categories.

{
  "type": "object",
  "required": [
    "policyId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    }
  }
}

expensify_get_tags

Get expense tags for a policy.

Returns all tags including multi-level tag hierarchies.

Args:

policyId: Policy ID
format: Response format

Returns: List of tags.

{
  "type": "object",
  "required": [
    "policyId"
  ],
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    }
  }
}

expensify_create_expense_rule

Create an expense rule for automatic tag/billable assignment.

Args:

policyId: Policy ID
employeeEmail: Employee the rule applies to
tag: Tag to automatically apply
billable: Automatic billable status
applyWhen: When to apply the rule (tag, category, or merchant)
matchValue: Value to match for the rule

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "policyId",
    "employeeEmail"
  ],
  "properties": {
    "tag": {
      "type": "string",
      "description": "Tag to apply"
    },
    "billable": {
      "type": "boolean",
      "description": "Billable status to set"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "applyWhen": {
      "enum": [
        "tag",
        "category",
        "merchant"
      ],
      "type": "string",
      "description": "When to apply rule"
    },
    "matchValue": {
      "type": "string",
      "description": "Value to match"
    },
    "employeeEmail": {
      "type": "string",
      "description": "Employee email"
    }
  }
}

expensify_get_domain_cards

Get corporate cards for a domain.

Returns list of corporate card assignments with card details and owners.

Args:

domain: Domain name
format: Response format

Returns: List of corporate cards.

{
  "type": "object",
  "required": [
    "domain"
  ],
  "properties": {
    "domain": {
      "type": "string",
      "description": "Domain name"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

expensify_export_reconciliation

Export card transaction reconciliation data.

Exports corporate card transaction data for reconciliation.

Args:

startDate: Start date (YYYY-MM-DD)
endDate: End date (YYYY-MM-DD)
domain: Domain to export
feed: Specific card feed name (or exports all)
reportedOnly: Only include reported transactions

Returns: Reconciliation data.

{
  "type": "object",
  "required": [
    "startDate",
    "endDate"
  ],
  "properties": {
    "feed": {
      "type": "string",
      "description": "Card feed name"
    },
    "domain": {
      "type": "string",
      "description": "Domain name"
    },
    "endDate": {
      "type": "string",
      "description": "End date (YYYY-MM-DD)"
    },
    "startDate": {
      "type": "string",
      "description": "Start date (YYYY-MM-DD)"
    },
    "reportedOnly": {
      "type": "boolean",
      "description": "Only reported transactions"
    }
  }
}

expensify_update_tag_approver

Set or clear an approver for a specific tag.

Routes expenses with this tag to the specified approver.

Args:

policyId: Policy ID
tagName: Tag name
approverEmail: Approver email (empty string to clear)

Returns: Success confirmation.

{
  "type": "object",
  "required": [
    "policyId",
    "tagName",
    "approverEmail"
  ],
  "properties": {
    "tagName": {
      "type": "string",
      "description": "Tag name"
    },
    "policyId": {
      "type": "string",
      "description": "Policy ID"
    },
    "approverEmail": {
      "type": "string",
      "description": "Approver email (empty string to clear)"
    }
  }
}