expensify_get_policy
Retrieve Expensify policy configuration including categories, tags, report fields, tax rates, and employees. Use this to validate data before creating expenses, as the API rejects values not already set on the policy.
Instructions
Fetch configuration for one or more policies: categories, tags, report fields, tax rates, and the employee roster. Use this to discover valid category and tag names before creating expenses, since the API rejects values that do not already exist on the policy.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | No | Which sections to return. Defaults to all of: categories, reportFields, tags, tax, employees | |
| policyIDList | Yes | Policy IDs to fetch |