Expensify

Live 15 Actions

Expensify integration for AI agents

Connect your AI agent to production-ready Expensify actions via MCP, A2A, or SDK — with managed agent tool auth, optimized execution, and built-in security.

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Expensify AI agent actions

15 production-ready actions for your agent to do more on Expensify.

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15 Actions

List Policies - Retrieve all Expensify policies (workspaces) accessible to the authenticated user, including policy details, roles, and configuration settings

Get Policy - Retrieve comprehensive policy configuration including expense categories, tags, custom report fields, tax rates, and employee roster with approval hierarchies

Create Policy - Provision a new Expensify expense policy (workspace) with specified name and plan type for organizing expense management workflows

Update Policy Category - Add or update individual expense category on a policy with merge action to preserve existing categories and enable granular category management

Update Policy Tag - Add or update individual tag within a specific tag level on a policy for multi-dimensional expense classification and reporting

Export Reports - Generate CSV export of approved expense reports with transaction details for accounting integration, audit compliance, and financial reporting workflows

Download Report - Retrieve CSV file content for previously generated expense report or reconciliation exports to complete data extraction workflows

Create Report - Programmatically create expense reports with initial expense transactions in user accounts for automated expense submission and approval workflows

Update Report Status - Update expense report status to mark approved reports as reimbursed for automated reimbursement workflow completion and accounting reconciliation

Create Expense - Programmatically create individual expense transactions in user accounts for automated expense importing from external systems or receipt processing services

Create Expense Rule - Automate expense classification by creating rules that automatically apply tags to employee expenses based on policy configuration and business logic

Export Card Reconciliation - Generate comprehensive corporate card reconciliation reports for specified date ranges to compare card transactions with expense reports for accounting closure

Update Employee - Provision or update employee records in Expensify policy with approval hierarchy and external system identifier mapping via Advanced Employee Updater API

List Domain Cards - Retrieve comprehensive inventory of corporate cards configured at domain level with transaction import status and cardholder assignment details

Update Tag Approver - Configure tag-based approval routing to automatically route expenses with specific tags to designated approvers for department or project-based workflows

Do More, Build Less.

Integration Infrastructure for Expensify AI Agents.

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Expensify MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Expensify action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."