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# Expensify

**Authentication:** partner credentials. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow.

## Sample use cases

* List every report awaiting my approval, sorted by submission date.
* Pull all expenses tagged `client-billable` for Q1 and export as CSV.
* Find expenses over \$500 missing receipts and ping the submitter.

## Available Tools

#### export\_card\_transactions

Export corporate card transactions for a domain by date range. Two-step: generates reconciliation file then downloads. Returns transaction details including merchant, amount, and card info.

#### get\_domain\_cards

List all corporate cards registered on a domain. Returns card details including bank, card name, number, and assigned employee. Use the domain from your company email (e.g. mycompany.com).

#### update\_employees

Add or update employees on a policy. Each employee needs email and manager email. Note: this API is deprecated by Expensify. Use list\_policies first to find policy IDs.

#### create\_expenses

Create one or more standalone expenses. Each expense needs merchant, amount (cents), currency, and date. Optionally attach to a report or policy. Use get\_policy to check valid categories/tags.

#### list\_policies

List all accessible Expensify policies (workspaces). Returns policy IDs, names, types, and roles. Use this first to get policy IDs needed by other tools.

#### get\_policy

Get detailed policy config including categories, tags, report fields, employees, and tax settings. Use list\_policies first to find policy IDs.

#### create\_policy

Create a new Expensify policy (workspace). Returns the new policy ID. Use 'team' for small groups or 'corporate' for organizations with advanced features.

#### update\_categories

Add, update, or replace expense categories on a policy. Use 'merge' to add/update or 'replace' to overwrite all. Use get\_policy first to see existing categories.

#### update\_tags

Add, update, or replace tags on a policy. Tags are used to categorize expenses (e.g., by project or department). Use get\_policy first to see existing tags.

#### export\_reports

Export expense reports with transactions by date range, status, or ID. Two-step: generates file then downloads. Use list\_policies first to verify policy IDs.

#### create\_report

Create a new expense report with transactions. Requires policy ID (use list\_policies), employee email, title, and at least one expense with date, merchant, and amount in cents.

#### update\_report\_status

Update report status to REIMBURSED (only supported status via API). Filter by report IDs or date range. Reports must be in APPROVED state first.