Expensify + Claude
Just ask Claude about your expenses
Whether you're tracking your own spending or keeping an eye on the whole team, you shouldn't have to export a spreadsheet to get an answer. Connect Claude to Expensify, and ask about your expenses, reports, and invoices in plain English — right inside Claude.
Key features
Ask in plain English
No filters to build, no reports to run. Ask Claude a question the way you'd ask a coworker, and it pulls the answer straight from your Expensify account.
Connect once, skip the exports
Approve the connection once. After that, Claude reads your Expensify data on demand. No CSV downloads, no copy-paste, no switching tabs.
Read-only and secure
The connection uses OAuth 2.1, and Claude gets read-only access at launch. It can search, summarize, and analyze your data, but it can't edit expenses or approve reports. You can revoke access any time.
Answers scoped to your access
Claude only sees the Expensify data you already have permission to view based on your account and workspace role.
What can you ask Claude?
Claude works for individuals and finance leads alike. A few examples to get you started:
What did I spend on travel last month?
Show me every expense over $100 that's missing a receipt.
Summarize team spending by category for Q1.
Compare this month's software spend to last month.
How it works
Connecting Expensify to Claude takes one approval. Once it's done, you can ask away:
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Add Expensify as a custom connector
In Claude, add a new custom connector and enter the Expensify MCP server URL.
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Sign in and approve
Sign in to your Expensify account, review the access request, and click Approve in your browser.
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Start asking questions
Ask Claude a question about your Expensify data, and it returns the answer right in your chat.
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Category
AI integrations
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Plan to use
All plans
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Resources
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Website
Full setup instructions live at expensify.com/mcp.
Benefits
Answers without the busywork
Stop exporting data and rebuilding the same reports. Ask the question you actually have, and get the answer in seconds.
Spending visibility, on demand
From your own receipts to your team's category spend, Claude surfaces what you need to know without you opening a single report.
Your data stays yours
Read-only access, explicit consent, and one-click revocation mean you stay in control of what Claude can see.
FAQs
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No. The connection is read-only at launch. Claude can search, summarize, and analyze your data, but it can't edit expenses, approve reports, reimburse payments, or change workspace settings.
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Yes. The connection uses OAuth 2.1 with explicit consent. Claude only accesses the data you already have permission to see, and you can revoke access any time.
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Expenses, reports, reimbursements, invoices, merchants, categories, receipts, approvals, and spending trends.
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Any member with an Expensify account and access to Claude can connect. See expensify.com/mcp.
Try Expensify today
See how much time you can save by integrating Expensify with Claude.
Try Expensify MCP
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