Expensify

Search and analyze your Expensify data

Add to Claude
(opens in new tab)

The Expensify MCP server lets you connect Claude directly to your Expensify account. Once connected, you can ask questions about expenses, reports, reimbursements, receipts, trips, chats, tasks, invoices, and spending trends directly from Claude.

Tools

  • GetCurrentUser
  • GetWorkspaceList
  • Search

Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.

Related connectors

Addepar MCP

Bring Addepar portfolio intelligence into Claude

Add Addepar MCP in Claude (opens in new tab)

Wealth.com

Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.

Add Wealth.com in Claude (opens in new tab)

Orion

Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.

Add Orion in Claude (opens in new tab)

Vanguard Advisor Tools

Trending

Access Vanguard models data and content from Claude

Add Vanguard Advisor Tools in Claude (opens in new tab)

BlackRock Advisor Center

Trending

Build, analyze, and compare portfolios for advisors

Add BlackRock Advisor Center in Claude (opens in new tab)