Connect Your AI Agent with Expensify for Slack

Mark an APPROVED Expensify report as REIMBURSED via the Integration Server reportStatus updater. This is the only report-status transition the API supports — Approve and Reject are not available (attempting APPROVED returns responseCode 410). Use List Reports with reportState=APPROVED to find reports eligible for reimbursement. See the documentation

Search Expensify reports by state and/or date range and return a structured JSON array of report summaries (reportID, reportName, total, status, submitterEmail, etc.), NOT a file. Use this to find reports before acting on them. Under the hood this calls the Report Exporter with an embedded Freemarker JSON template and reads the result in memory (no /tmp file written). You must provide either a reportState or a startDate/endDate range. Note: OPEN reports cannot be returned when an employeeEmail filter is set (API restriction). Use List Policies to discover valid policy IDs for the optional policyId filter. Use Get Report to retrieve a single report's full expense line items. See the documentation

Retrieves a list of policies. See the documentation

List individual expenses (transactions) for an employee within a date range, returning a structured JSON array (each with amount, currency, merchant, created date, category, receiptURL, reportID). NOT a file. Implemented via the Report Exporter with an embedded Freemarker JSON template that flattens transactionList, read in memory. Use List Policies to discover valid IDs for the optional policyId filter. To read all expenses on one specific report, use Get Report instead. See the documentation

Retrieve a single Expensify report by ID, returning a structured object with the report metadata plus its complete expense line-item list (per-expense amount, currency, merchant, date, category, receiptURL, etc.). NOT a file. Implemented via the Report Exporter with reportIDList set to the given ID and an embedded Freemarker JSON template read in memory. Use List Reports to discover report IDs. This action also covers per-expense reads: the returned transactionList contains full expense details, so a separate expense-by-ID lookup is unnecessary. See the documentation

Export Expensify reports to a file (csv, xls, xlsx, txt, pdf, json, xml). See the documentation

Export a report to PDF. See docs here

Creates a new report with transactions in a user's account. See docs here

Creates a new expense. See docs here