Interact with Expensify to export reports, reconcile card transactions, and manage expenses programmatically

Expensify guMCP Server

Get Expensify reports and return a public download URL. Supports multiple file formats.

Filter reports approved after this date (ISO 8601 format: YYYY-MM-DD). Only used for approved reports. Required if report_ids or start_date are not provided.

Custom message to include in notification email.

Comma-separated email addresses to notify when export completes (e.g., 'manager@domain.com,finance@domain.com').

Export reports from this specific employee's account. Note: Cannot export OPEN reports when using this parameter.

Filter reports created/submitted on or before this date (ISO 8601 format: YYYY-MM-DD). Required if start_date or approved_after is more than one year ago. Total date range cannot exceed one year.

Format of exported file. Note: pdf generates one file per report.

Include full page receipts in PDF exports. Only applicable when file_extension is 'pdf'.

Maximum number of reports to export (as string).

If provided, exported reports will be marked with this label in Expensify to prevent duplicate exports.

Filter out reports already exported with this label. Use with mark_as_exported_label to avoid duplicate exports.

Comma-separated list of policy IDs to filter reports (e.g., 'policy123,policy456').

Comma-separated list of report IDs to export (e.g., 'R00bCluvcO4T,R006AseGxMka'). Required if start_date or approved_after are not provided.

Filter by report status. Options: OPEN, SUBMITTED, APPROVED, REIMBURSED, ARCHIVED. Use comma-separated values for multiple (e.g., 'APPROVED,REIMBURSED').

Filter reports created/submitted on or after this date (ISO 8601 format: YYYY-MM-DD). Required if report_ids or approved_after are not provided.

If true, performs export but skips onFinish actions (mark_as_exported, email notifications). Use for testing.

If true, uploads file to workspace. Default: false.

get_reports

Internal gumloop filename of the uploaded report file

Get card transactions and return a public download URL. Useful for reconciliation.

Your company domain (e.g., 'example.com'). Must be domain admin.

End date for transactions (ISO 8601 format: YYYY-MM-DD).

Card feed name to export, or 'export_all_feeds' for all feeds. Default: 'export_all_feeds'.

Beginning date for transactions (ISO 8601 format: YYYY-MM-DD).

get_card_transactions

Internal gumloop filename of the uploaded card transaction file

Create expenses in bulk in a user's account. Useful for importing cleaned/categorized expense data.

Email address of the employee account to create expenses in.

create_expenses

Response object containing the created expenses with their transaction IDs and details. Each expense in the transactionList includes the generated transactionID which can be used to reference the expense in Expensify.

Expensify

Tools

Get Reports

Get Card Transactions

Create Expenses

Installation Steps

Create a Gumloop Account

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