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Expensify MCP integration

Expensify

Desde a digitalização ilimitada de recibos e o rastreamento de quilometragem até o reembolso no dia seguinte, automatize seu sistema de pré-contabilização com um aplicativo de rastreamento de despesas fácil de usar.

Comece grátis
Ferramentas
9
Última atualização
Há 1 semana

Categoria

Gestão Empresarial

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Ferramentas

Criar Despesa

Cria uma nova despesa. Veja a documentação aqui

Criar Relatório

Cria um novo relatório com transações na conta de um usuário. Consulte a documentação aqui

Exportar Relatório

Exportar relatórios do Expensify para um arquivo (csv, xls, xlsx, txt, pdf, json, xml). Consulte a documentação

Exportar Relatório para PDF

Exporte um relatório para PDF. Consulte a documentação aqui

Get Report

Retrieve a single Expensify report by ID, returning a structured object with the report metadata plus its complete expense line-item list (per-expense amount, currency, merchant, date, category, receiptURL, etc.). NOT a file. Implemented via the Report Exporter with reportIDList set to the given ID and an embedded Freemarker JSON template read in memory. Use **List Reports** to discover report IDs. This action also covers per-expense reads: the returned transactionList contains full expense details, so a separate expense-by-ID lookup is unnecessary. See the documentation

List Expenses

List individual expenses (transactions) for an employee within a date range, returning a structured JSON array (each with amount, currency, merchant, created date, category, receiptURL, reportID). NOT a file. Implemented via the Report Exporter with an embedded Freemarker JSON template that flattens transactionList, read in memory. Use **List Policies** to discover valid IDs for the optional policyId filter. To read all expenses on one specific report, use **Get Report** instead. See the documentation

Políticas de Listagem

Obtém uma lista de políticas. Consulte a documentação

List Reports

Search Expensify reports by state and/or date range and return a structured JSON array of report summaries (reportID, reportName, total, status, submitterEmail, etc.), NOT a file. Use this to find reports before acting on them. Under the hood this calls the Report Exporter with an embedded Freemarker JSON template and reads the result in memory (no /tmp file written). You must provide either a reportState or a startDate/endDate range. Note: OPEN reports cannot be returned when an employeeEmail filter is set (API restriction). Use **List Policies** to discover valid policy IDs for the optional policyId filter. Use **Get Report** to retrieve a single report's full expense line items. See the documentation

Reimburse Report

Mark an APPROVED Expensify report as REIMBURSED via the Integration Server reportStatus updater. This is the only report-status transition the API supports — Approve and Reject are not available (attempting APPROVED returns responseCode 410). Use **List Reports** with reportState=APPROVED to find reports eligible for reimbursement. See the documentation