Set or clear the approver for existing tags on an Expensify policy. Supports single-level tags and operates in dry-run mode.
MIT
Destructive
631,248 tools. Updated 2026-10-02 23:01
"Expensify" matching MCP tools:
- Create a new Expensify workspace (policy) by providing a name and optional tier. Returns the new policy ID.MITDestructive
- Add or update employees on an Expensify policy by matching emails. Set roles, managers, approval limits, and routing. Dry-run enabled for preview.MITDestructive
- Remove employees from an Expensify policy by flagging them as terminated. Specify the policy ID and employee details; currently runs in dry-run mode to preview changes.MITDestructive
- Retrieve a list of Expensify policies visible to your account, including details like ID, name, owner, and role. Use to obtain policy IDs for other operations.MIT
- Update policy tag groups and their tags. Prevents accidental data loss by replacing entire tag groups, so always fetch existing tags first before adding new ones.MITDestructive
Matching MCP Servers
- AlicenseAqualityBmaintenanceA full-capability MCP server for Expensify that enables creating expenses, reports, managing policies, categories, tags, members, and expense rules, while restricting approval and payment operations.17MIT
- AlicenseAqualityBmaintenanceEnables managing Splitwise expenses and generating premium spending analytics with category breakdowns, trends, and settlement optimization through natural language.42MIT
- Export expense reports filtered by IDs, date range, or approval state. Returns a filename for download in CSV, Excel, PDF, or JSON with optional custom columns.MIT
- Mark approved reports as reimbursed to record external payment. Requires reports to be in Approved state; API rejects others.MITDestructive
- Update expense categories on a policy. Merge or replace categories with names, GL codes, enabled status, and max amounts in cents.MITDestructive
- Create expenses on a user account with amounts in cents and dates in yyyy-MM-dd. Attach to existing reports or leave standalone. Ensure categories and tags exist on the policy.MITDestructive
- Download exported expense report or card reconciliation files by providing the filename from a previous export job.MIT
- 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.MIT
- Retrieve corporate card assignments and import history for a domain. Requires domain admin access.MIT
- Export company card transactions for reconciliation by feed and date range, including unreported transactions, and return a filename for download.MIT
- Create an expense report on a policy, optionally attaching expenses in the same call. Returns the new report ID.MITDestructive
- Modify an existing expense rule by providing its rule ID, policy ID, employee email, and new actions (tag, billable status).MITDestructive
- Automatically apply a tag or billable status to an employee's expenses on a policy by creating an expense rule.MITDestructive
- Retrieve all expense policies from your connected Expensify account to review rules, categories, and approval workflows.Apache 2.0
- List expense reports from Expensify for a specified project account. Use this read-only action to retrieve and review report details within your connector workflow.Apache 2.0
- Retrieve expense records from Expensify via your project's connector account. Get a read-only list of expenses to support auditing, reconciliation, or reporting.Apache 2.0