# Expensify — Pipedream Connect

> From unlimited receipt scanning and mileage tracking to next-day reimbursement, automate your preaccounting system with an easy to use expense tracking app.

- API slug: `expensify` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Business Management
- Website: https://expensify.com
- This page (HTML): https://pipedream.com/apps/expensify
- Tools: 9 actions · 0 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: expensify`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "expensify",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Expense:
const result = await mcp.callTool({
  name: "expensify-create-expense",
  arguments: {
    employeeEmail: "Employee Email",
    currency: "Currency",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Expensify endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9pbnRlZ3JhdGlvbnMuZXhwZW5zaWZ5LmNvbS9JbnRlZ3JhdGlvbi1TZXJ2ZXIvRXhwZW5zaWZ5SW50ZWdyYXRpb25z?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "expensify-create-expense",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    expensify: { authProvisionId: "apn_xxxxxxx" },
    employeeEmail: "Employee Email",
    currency: "Currency",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (9)

### `expensify-create-expense` — Create Expense (Write)

Creates a new expense. See docs here

Full schema: https://pipedream.com/apps/expensify/actions/create-expense.md

### `expensify-create-report` — Create Report (Write)

Creates a new report with transactions in a user's account. See docs here

Full schema: https://pipedream.com/apps/expensify/actions/create-report.md

### `expensify-export-report` — Export Report (Write)

Export Expensify reports to a file (csv, xls, xlsx, txt, pdf, json, xml). See the documentation

Full schema: https://pipedream.com/apps/expensify/actions/export-report.md

### `expensify-export-report-to-pdf` — Export Report To PDF (Read-only)

Export a report to PDF. See docs here

Full schema: https://pipedream.com/apps/expensify/actions/export-report-to-pdf.md

### `expensify-get-report` — Get Report (Read-only)

Retrieve a single Expensify report by ID, returning a structured object with the report metadata plus its complete expense line-item list (per-expense amount, currency, merchant, date, category, receiptURL, etc.). NOT a file. Implemented via the Report Exporter with reportIDList set to the given ID…

Full schema: https://pipedream.com/apps/expensify/actions/get-report.md

### `expensify-list-expenses` — List Expenses (Read-only)

List individual expenses (transactions) for an employee within a date range, returning a structured JSON array (each with amount, currency, merchant, created date, category, receiptURL, reportID). NOT a file. Implemented via the Report Exporter with an embedded Freemarker JSON template that…

Full schema: https://pipedream.com/apps/expensify/actions/list-expenses.md

### `expensify-list-policies` — List Policies (Read-only)

Retrieves a list of policies. See the documentation

Full schema: https://pipedream.com/apps/expensify/actions/list-policies.md

### `expensify-list-reports` — List Reports (Read-only)

Search Expensify reports by state and/or date range and return a structured JSON array of report summaries (reportID, reportName, total, status, submitterEmail, etc.), NOT a file. Use this to find reports before acting on them. Under the hood this calls the Report Exporter with an embedded…

Full schema: https://pipedream.com/apps/expensify/actions/list-reports.md

### `expensify-reimburse-report` — Reimburse Report (Write)

Mark an APPROVED Expensify report as REIMBURSED via the Integration Server reportStatus updater. This is the only report-status transition the API supports — Approve and Reject are not available (attempting APPROVED returns responseCode 410). Use List Reports with reportState=APPROVED to find…

Full schema: https://pipedream.com/apps/expensify/actions/reimburse-report.md

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