AI agents for Expensify

List workspaces

Lists the Expensify workspaces (policies) the credentials' account belongs to, optionally only those it administers, or another domain member's when you were granted access.

Get workspace details

Reads the categories, tags, tax rates, report fields and members of one or more workspaces (IDs from List workspaces).

List company cards

Lists the credit cards assigned at the domain level (needs a domain admin's credentials).

Export expense reports

Starts an export of expense reports with all their expenses, by report IDs or a date range (at most a year), optionally by status.

Download an export

Reads a file made by Export expense reports, by the file name it returned.

Create expenses

Adds expenses to a member's Expensify account (needs advanced permissions from Expensify for the employee email), each with a date, merchant, amount in cents and currency, and optionally a category.

Create an expense report

Creates an expense report with expenses (date, merchant, amount in cents, currency) in a member's account under a workspace.

Mark reports reimbursed

Marks Approved expense reports as Reimbursed (for employees paid outside Expensify), by report IDs, with an optional note of where the payment was made.