# Expensify MCP Integration

> Desde el escaneo ilimitado de recibos y el seguimiento del kilometraje hasta el reembolso al día siguiente, automatiza tu sistema de precontabilidad con una aplicación de registro de gastos fácil de usar.

## Overview

| Property | Value |
|----------|-------|
| Category | Gestión Empresarial |
| Type | PIPEDREAM |
| Tools | 9 |
| URL | https://jelou.ai/pt-br/marketplace/expensify |

## Available Tools (9)

### Crear gasto

Crea un nuevo gasto. [Ver la documentación aquí](https://integrations.expensify.com/Integration-Server/doc/#expense-creator)

### Crear informe

Crea un nuevo informe con transacciones en la cuenta de un usuario. [Ver la documentación aquí](https://integrations.expensify.com/Integration-Server/doc/#report-creator)

### Exportar informe

Exportar informes de Expensify a un archivo (csv, xls, xlsx, txt, pdf, json, xml). [Ver la documentación](https://integrations.expensify.com/Integration-Server/doc/#report-exporter)

### Exportar Informe a PDF

Exporta un informe a PDF. [Consulta la documentación aquí](https://integrations.expensify.com/Integration-Server/doc/#report-exporter)

### 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](https://integrations.expensify.com/Integration-Server/doc/#report-exporter)

### 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](https://integrations.expensify.com/Integration-Server/doc/#report-exporter)

### Listar Políticas

Obtiene una lista de políticas. [Ver la documentación](https://integrations.expensify.com/Integration-Server/doc/#policy-list-getter)

### 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](https://integrations.expensify.com/Integration-Server/doc/#report-exporter)

### 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](https://integrations.expensify.com/Integration-Server/doc/#report-status-updater)

## Supported Channels

This integration works with:
- WhatsApp Business API
- Facebook Messenger
- Instagram Direct Messages
- Web Chat Widget

## AI Assistants Compatible

- ChatGPT (via MCP)
- Claude (via MCP)
- Gemini (via MCP)
- Custom AI Agents

## Quick Start

1. Sign up at https://apps.jelou.ai/signup
2. Navigate to Marketplace and add Expensify
3. Authenticate your Expensify account
4. Configure your messaging channels (WhatsApp, Facebook, etc.)
5. Copy the MCP server URL to your AI assistant

## Example Use Cases

- Automate customer inquiries using Expensify data
- Send notifications via WhatsApp when Expensify events occur
- Query Expensify data directly from ChatGPT or Claude
- Build AI agents that interact with Expensify

## Resources

- [All Integrations](https://jelou.ai/pt-br/marketplace)
- [Full Documentation](https://jelou.ai/llms-full.txt)
- [API Docs](https://docs.jelou.ai)
- [Help Center](https://help.jelou.ai)