Connect your own Expensify account (Integration Server API -- bring your own partnerUserID/partnerUserSecret from expensify.com/tools/integrations) to read policies, employees, and expense reports, plus value-add spend reports. Policy-employee writes included; full report export requires a configured export template in Expensify's own UI.
Every capability exposed by Expensify, metered per action and guarded by the two-step safety protocol.
connect_expensifywriteConnect your own Expensify account by saving your Integration Server partnerUserID/partnerUserSecret pair (from expensify.com/tools/integrations), after checking it actually works.
list_connectionsreadList the connected Expensify accounts.
disconnect_expensifywriteDisconnect an Expensify account: deletes the saved partnerUserID/partnerUserSecret pair. Nothing in Expensify itself is changed.
list_policiesreadList Expensify policies (workspaces) the connected account can access, with your role on each.
list_policy_employeesreadList the employees (policy members) on one Expensify policy, with their role and approval chain.
update_policy_employeewriteUpdate an existing employee's role on an Expensify policy (e.g. promote to admin/approver).
list_reportsreadList expense reports on the connected Expensify account, optionally filtered to one policy.
get_reportreadRead one Expensify expense report in full by its report id.
get_spend_overview_reportreadValue-add report: one-glance spend overview for the connected Expensify account -- total report count, total spend, and a breakdown by report state (open/submitted/approved/reimbursed).
get_pending_approvals_reportreadValue-add report: list expense reports currently awaiting your approval on the connected Expensify account.
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