Expensify MCP Server
Connect to the Expensify MCP server to export expense reports, reconcile corporate card transactions, and create expenses in bulk using AI agents on Gumloop, Claude, or Cursor.
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Expensify
Installation
Set up the Expensify MCP server in Gumloop
Do this once to provision your hosted server URL.
Create a Gumloop account
To use this MCP, you need a Gumloop account. If you don't have one yet, you can create one for free.
Add and authorize the Expensify server
In Gumloop, open Connectors and add Expensify. Depending on the app, you'll either sign in via OAuth or paste an API key. Either way, the credential is stored securely in Gumloop.
Then use it in your client
Use in GumloopUse Expensify in an agent
Once Expensify is set up, just open any Gumloop agent, add Expensify as a connector, and start chatting with the agent.
Tools (3)
Get Reports
Get Expensify reports and return a public download URL. Supports multiple file formats.
Get Card Transactions
Get card transactions and return a public download URL. Useful for reconciliation.
Create Expenses
Create expenses in bulk in a user's account. Useful for importing cleaned/categorized expense data.
What is Expensify MCP?
The Expensify MCP server gives AI agents access to your Expensify account through the Expensify Integration Server API. That means agents can export expense reports in CSV, Excel, PDF, plain text, JSON, or XML, filter those reports by date range, approval date, or policy, pull corporate card transactions for reconciliation, mark reports as exported so nothing gets pulled twice, and create expenses in bulk with categories, tags, merchant, amount, and billable or reimbursable flags. Every export comes back as a downloadable file your agent can hand to the next step.
If your finance team spends hours each close pulling reports by hand, reformatting exports for the accounting system, matching card transactions line by line, or keying expenses in one at a time, an AI agent can take over a lot of that grind. Describe what you need, and your AI agent will handle the export, reconciliation, or expense entry for you.
MCP stands for Model Context Protocol. It’s an open standard that gives AI agents a way to connect to external tools and services. Instead of writing code against the Expensify Integration Server, building the request job description JSON, polling for the export to finish, and downloading the file yourself, you add your Expensify partnerUserID and partnerUserSecret to Gumloop once. After that, you can export reports, reconcile cards, and log expenses just by chatting with your AI agent.
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What you can do with Expensify MCP on Gumloop
Export expense reports in any format
Pull reports as CSV, Excel (XLS or XLSX), PDF, plain text, JSON, or XML and get back a downloadable file. PDF exports can include the receipt images attached to each report.
Filter reports the way your close runs
Narrow exports by report ID, submission or approval date range, or policy, so an agent pulls exactly the reports you need for a given period or workspace.
Reconcile corporate card transactions
Export card transactions by date range and domain in CSV, plain text, JSON, or XML, then match them against your ledger or feed them into a downstream reconciliation step.
Create expenses in bulk
Add expenses to a user’s account programmatically with merchant, amount, category, tags, billable and reimbursable flags, and a custom external ID for tracking against source systems.
Avoid duplicate exports
Mark reports as exported with a custom label and filter out anything already pulled, so repeated agent runs never double-count the same report.
Feed exports straight into the next step
Both export tools save the generated file to Gumloop storage and return its filename, so an agent can export a report and pass that file to an analysis, accounting, or notification step.
Run a dry run before it counts
Use test mode to preview an export without marking reports as exported or emailing recipients, then run it for real once it looks right.
How to connect the Gumloop Expensify MCP Server
- 1
Create a free Gumloop account
Sign up at gumloop.com. No credit card required.
- 2
Add the Expensify MCP server
Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.
- 3
Start using Expensify in your AI workflows
That's it. Your AI agent can now export reports, reconcile card transactions, and create expenses on your behalf. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.
Expensify MCP use cases
Month-end report export for finance teams
At close, a finance lead asks the agent to export every approved report from last month as Excel files, filtered by approval date, and mark each one as exported so the next run skips them. The agent pulls the reports, saves the files to Gumloop storage, and drops a summary into Slack.
Card reconciliation for accounting
An accountant asks the agent to export corporate card transactions for a date range, then match them against the general ledger. The agent pulls the transactions as CSV, hands the file to a comparison step, and flags any line that doesn’t reconcile.
Bulk expense entry for bookkeepers
A bookkeeper has a batch of expenses sitting in a spreadsheet. The agent reads each row, then creates the expenses in Expensify with the right merchant, amount, category, tags, and external ID, so nothing has to be keyed in by hand.
Expense data pipelines for ops
An operations analyst asks the agent to export reports as JSON on a schedule, then load them into a Google Sheet or warehouse for spend analysis. The agent exports the file, parses it, and writes the rows wherever the team tracks spend.
Audit-ready PDF archives for controllers
A controller wants a clean archive of approved reports with receipts. The agent exports the reports as PDFs, which include the attached receipt images, and files them in a Google Drive folder organized by policy and period.
Why use Gumloop for Expensify MCP
Add your Expensify credentials once, stored securely
Expensify uses a partnerUserID and partnerUserSecret credential pair from its Integration Server. You generate the pair once and add it to Gumloop, which stores it securely. No env vars, token juggling, or code necessary.
Works with multiple MCP clients
Use the Expensify MCP server endpoint in Claude Desktop, Cursor, or directly inside Gumloop agents. Same server URL, works with any MCP client.
Chain Expensify with 100+ other integrations
Combine Expensify with QuickBooks, Google Sheets, Slack, and other MCP tools in a single AI agent. An agent can export a report from Expensify, write the rows to Google Sheets, and post a close summary to Slack, all in one run.
Enterprise-grade and scalable
Built for teams, with role-based access and dedicated support for Pro users. For details on Gumloop’s security practices, see trust.gumloop.com.
Pricing includes a free plan
You can test the Expensify MCP integration on Gumloop’s free tier before committing. Paid plans start at $37/month with higher usage limits and additional features.
Frequently asked questions
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