Skip to main content

Expensify connector

Back to the connector overview, authentication methods, and actions.
​
16 Sept 2026
data-syncAdded scheduled data sync to the policies, organizations, and roles list actions — so these collections can be kept in sync and read back without calling Expensify on every request. Each refreshes in full on every run, since the Integration Server endpoints have no updated-since filter to drive incremental sync.
expensify_list_policies, expensify_unified_list_organizations, expensify_unified_list_roles
​
4 Sept 2026
description-fixAligned the create_report action description with its employeeEmail parameter guidance so agents call list_policies to resolve the email instead of omitting the effectively-required field (matching the create_expense fix).
expensify_create_report
​
2 Sept 2026
bug-fixStandardized action category capitalization for more consistent portal filters.
expensify_auth_test, expensify_unified_get_me, expensify_unified_get_organization, expensify_unified_get_role, expensify_unified_get_user, expensify_unified_list_organizations, expensify_unified_list_resource_types, expensify_unified_list_resource_users, expensify_unified_list_roles, expensify_unified_list_users
​
28 Aug 2026
new-actionsAdded unified IAM support for policy users, roles, organizations, credentials, and resource users, with an optional organization filter on single-user lookups and 404s instead of empty results for unknown ids.
expensify_auth_test, expensify_unified_get_me, expensify_unified_get_organization, expensify_unified_get_role, expensify_unified_get_user, expensify_unified_list_organizations, expensify_unified_list_resource_types, expensify_unified_list_resource_users, expensify_unified_list_roles, expensify_unified_list_users
​
13 Aug 2026
description-fixAligned the create_expense action description with its employeeEmail parameter guidance so agents call list_policies to resolve the email instead of omitting the effectively-required field.
expensify_create_expense
​
28 Jul 2026
bug-fixFixed create_expense ‘requestJobDescription is missing’ 500s by expanding request-body field-combination coverage. Improved action descriptions for create_expense, update_employee, and update_report_status to fix agent tool-use (email discoverability, self-approval limits, tax and approval prerequisites).
expensify_create_expense, expensify_update_employee, expensify_update_report_status
​
16 Jul 2026
bug-fixMade employeeEmail optional on create_expense and create_report (unblocks self-service); expanded export_reports to cover all common filter/output combinations, fixing 500 ‘requestJobDescription is missing’; surfaced Expensify’s embedded responseCode errors as real HTTP errors on create_expense/create_report/update_employee; restored update_employee upsert wording (marked preview for the approvalLimit backend limitation); corrected action descriptions.