Expensify

Export corporate card transactions for a domain by date range. Two-step: generates reconciliation file then downloads. Returns transaction details including merchant, amount, and card info.

List all corporate cards registered on a domain. Returns card details including bank, card name, number, and assigned employee. Use the domain from your company email (e.g. mycompany.com).

Add or update employees on a policy. Each employee needs email and manager email. Note: this API is deprecated by Expensify. Use list_policies first to find policy IDs.

Create one or more standalone expenses. Each expense needs merchant, amount (cents), currency, and date. Optionally attach to a report or policy. Use get_policy to check valid categories/tags.

List all accessible Expensify policies (workspaces). Returns policy IDs, names, types, and roles. Use this first to get policy IDs needed by other tools.

Get detailed policy config including categories, tags, report fields, employees, and tax settings. Use list_policies first to find policy IDs.

Create a new Expensify policy (workspace). Returns the new policy ID. Use ‘team’ for small groups or ‘corporate’ for organizations with advanced features.

Add, update, or replace expense categories on a policy. Use ‘merge’ to add/update or ‘replace’ to overwrite all. Use get_policy first to see existing categories.

Add, update, or replace tags on a policy. Tags are used to categorize expenses (e.g., by project or department). Use get_policy first to see existing tags.

Export expense reports with transactions by date range, status, or ID. Two-step: generates file then downloads. Use list_policies first to verify policy IDs.

Create a new expense report with transactions. Requires policy ID (use list_policies), employee email, title, and at least one expense with date, merchant, and amount in cents.

Update report status to REIMBURSED (only supported status via API). Filter by report IDs or date range. Reports must be in APPROVED state first.

Validate Expensify partner credentials by checking API access