Connect ChatGPT to Expensify Using MCP

Connect ChatGPT to Expensify using MCP

You can connect ChatGPT to Expensify using the Expensify MCP server. Once connected, ChatGPT can search and analyze your Expensify data using natural language.

Learn more about supported AI clients, permissions, and security in Use the Expensify MCP server with AI assistants.


Who can connect ChatGPT to Expensify using MCP

Any member with an Expensify account and access to ChatGPT developer mode can connect ChatGPT to Expensify using MCP.

Requirements:

  • Access to ChatGPT developer mode
  • An active Expensify account
  • Internet access for OAuth authentication

How to enable developer mode in ChatGPT

For the latest requirements and instructions, see the ChatGPT Developer mode documentation.

  1. Open ChatGPT.
  2. Go to Settings.
  3. Select Apps.
  4. Select Advanced settings.
  5. Enable Developer mode.

How to create the Expensify connector in ChatGPT

  1. Open Settings.
  2. Select Apps.
  3. Select Create App.
  4. Enter the following details:
  • Name: Expensify
  • Description: Search your Expensify expenses, reports, receipts, trips, and tasks.
  • Connection: https://www.expensify.com/mcp/
  1. Click Create.
  2. Complete the OAuth sign-in and approval flow in your browser.
  3. Click Allow.

How to use the Expensify connector in ChatGPT conversations

  1. Open a new chat in ChatGPT.
  2. Click the + button near the message composer.
  3. Select More.
  4. Select the Expensify connector.
  5. Ask a question about your Expensify data.

What happens after you connect ChatGPT to Expensify using MCP

Once connected, ChatGPT can use the Expensify MCP Search tool to retrieve and analyze your Expensify data.

ChatGPT can:

  • Search expenses and reports
  • Summarize spending
  • Identify missing receipts
  • Analyze spending trends

ChatGPT cannot:

  • Approve reports
  • Edit expenses
  • Reimburse payments
  • Manage Workspace settings

FAQ

Why can’t ChatGPT access my Expensify data?

Make sure you completed the OAuth approval flow in your browser.

If ChatGPT still cannot access your data:

  • Go to Settings > Apps in ChatGPT and confirm that Expensify appears under Enabled Apps.
  • Open the Expensify connector in ChatGPT, select the three dots (⋮), and click Reconnect.
  • Remove the Expensify connector and create it again by following the setup instructions in this article.

Can ChatGPT edit expenses or approve reports?

No. The Expensify MCP server provides read-only access to your data.

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