Connect Claude to Expensify Using MCP
Connect Claude to Expensify using MCP
You can connect Claude to Expensify using the Expensify MCP server. Once connected, Claude can search and analyze your Expensify data using natural language.
Who can connect Claude to Expensify using MCP
Any member with an Expensify account and access to Claude can connect Claude to Expensify using MCP.
Requirements:
- A Claude account
- An active Expensify account
- Internet access for OAuth authentication
Claude Free plans support one custom connector.
How to connect Claude to Expensify using a custom connector
Claude supports connecting to remote MCP servers through custom connectors.
For instructions on how to add a custom connector, see Claude’s documentation: How to add a custom connector.
- Open Claude and add a custom connector.
- Enter
https://www.expensify.com/mcp/as the server URL. - Complete the OAuth sign-in and approval flow in your browser.
- Click Approve.
What happens after you connect Claude to Expensify using MCP
Once connected, Claude can use the Expensify MCP Search tool to retrieve and analyze your Expensify data.
Claude can:
- Search expenses and reports
- Summarize spending
- Identify missing receipts
- Analyze spending trends
Claude cannot:
- Approve reports
- Edit expenses
- Reimburse payments
- Manage Workspace settings
FAQ
How do I make the Expensify connector available across my organization?
Yes. Owners in Claude can make the Expensify connector available to their organization. For instructions see Claude’s documentation: How to add a custom connector to your organization.
How do I remove the Expensify connector from Claude?
To remove the Expensify connector, see Claude’s documentation: Remove a custom connector.
Why can’t Claude access my Expensify data?
Make sure you completed the OAuth approval flow in your browser.
If Claude still cannot access your data:
- Verify the MCP server URL is correct
- Restart connector.
- Reauthorize the OAuth connection
Can Claude edit expenses or approve reports?
No. The Expensify MCP server provides read-only access to your data.
