Expensify

How to set up the Expensify connector, plus the actions that are available.

v2.0.0

See changelog

27 actions · 2 auth methods

Expense ManagementIAM

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Getting Started

1. Create or Select a Project

   Set up a new project or select an existing one. See Organizations & Projects.

2. Configure the Connector

   Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.

   

   Partner User ID and Secret · Connector Profile

   Uses a Partner User ID and Partner User Secret pair generated from the Expensify Integrations page. No app registration…

   

   OAuth 2.0 · Connector Profile

   Connect using OAuth 2.0 to act on behalf of an individual Expensify user, with a short-lived access token that refreshes…

3. Link an Account

   Link an account from the dashboard (or via StackOne Hub).

   See the guide for the authentication type chosen in the Connector Profile:

   

   Partner User ID and Secret · Link Account

   

   OAuth 2.0 · Link Account
4. Use Actions

   Connect an AI platform to the linked account’s actions. See AI Platforms.

   Other ways to call actions are listed in Protocols & SDKs.

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Actions

Authentication type

Select all|Clear

OAuth 2.0Partner User ID and Secret

27 actions

Action

Description

Update Employee

expensify_update_employee

Add a new employee to an Expensify policy OR update an existing one (upsert), via the Advanced Employee Updater — sets a…

List Domain Cards

expensify_list_domain_cards

Retrieve comprehensive inventory of corporate cards configured at domain level with transaction import status and cardho…

Update Tag Approver

expensify_update_tag_approver

Configure tag-based approval routing to automatically route expenses with specific tags to designated approvers for depa…

Create Expense

expensify_create_expense

Programmatically create individual expense transactions in user accounts for automated expense importing from external s…

Create Expense Rule

expensify_create_expense_rule

Automate expense classification by creating rules that automatically apply tags to employee expenses based on policy con…

Update Expense Rule

expensify_update_expense_rule

Update an existing expense rule for a given employee on a policy to modify automatic tag or billable settings

Export Card Reconciliation

expensify_export_reconciliation

Generate comprehensive corporate card reconciliation reports for specified date ranges to compare card transactions with…

Get Unified Credentials

expensify_unified_get_me

Get the current Expensify connection’s unified credentials and identity.

IAM Auth Test

expensify_auth_test

Validate Expensify partner credentials by calling Policy List Getter. Returns the raw, unmapped Expensify response so yo…

List Unified Organizations

expensify_unified_list_organizations

List unified organizations in Expensify.

Get Unified Organization

expensify_unified_get_organization

Get a unified Expensify organization by ID.

List Unified Resource Types

expensify_unified_list_resource_types

List unified resource types in Expensify.

List Unified Resource Users

expensify_unified_list_resource_users

List unified resource users in Expensify.

List Unified Roles

expensify_unified_list_roles

List unified roles in Expensify.

Get Unified Role

expensify_unified_get_role

Get a unified Expensify role by ID.

List Unified Users

expensify_unified_list_users

List unified users in Expensify.

Get Unified User

expensify_unified_get_user

Get a unified Expensify user by ID.

List Policies

expensify_list_policies

Retrieve all Expensify policies (workspaces) accessible to the authenticated user, including policy details, roles, and…

Get Policy

expensify_get_policy

Retrieve detailed policy configuration for one or more policies, including expense categories, tags, custom report field…

Create Policy

expensify_create_policy

Provision a new Expensify expense policy (workspace) with specified name and plan type for organizing expense management…

Update Policy Category

expensify_update_policy_category

Add, update, or replace expense categories on a policy with configurable merge or replace strategy for granular category…

Replace Policy Tags

expensify_update_policy_tag

DESTRUCTIVE FULL REPLACE — overwrites the entire tag level on an Expensify policy with only the tags provided. Existing…

Update Policy Report Field

expensify_update_policy_report_field

Add or update custom report field definitions on a policy for structured expense report data collection

Export Reports

expensify_export_reports

Generate a CSV/file export of expense reports for accounting integration, audit, and financial reporting. Returns a file…

Download Report

expensify_download_report

Retrieve CSV file content for previously generated expense report or reconciliation exports to complete data extraction…

Create Report

expensify_create_report

Create an expense report with an initial expense transaction and submit it for approval. employeeEmail is optional in sc…

Update Report Status

expensify_update_report_status

Mark reports that are ALREADY in Approved state as Reimbursed, for automated reimbursement workflow completion and accou…