Skip to content

[No QA] Revise connection guide for Claude and Expensify - #101474

Open
stephanieelliott wants to merge 5 commits into
mainfrom
helpsite-claude-direct-connect
Open

stephanieelliott wants to merge 5 commits into
mainfrom
helpsite-claude-direct-connect

Conversation

@stephanieelliott

Copy link
Copy Markdown
Contributor

Updated the article to clarify the recommended connection flow. Adjusted the setup instructions to default to connecting Expensify through the official connector in Claude’s Connections Directory, retaining the custom MCP connector as an alternative. Also added information about connecting Expensify through Claude for Small Business.

Updated the article to simplify the title and improve clarity. Adjusted the content to enhance the instructions for connecting Claude to Expensify using MCP.
@stephanieelliott stephanieelliott self-assigned this Sep 17, 2026
@stephanieelliott stephanieelliott added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Sep 17, 2026

@chatgpt-codex-connector chatgpt-codex-connector Bot left a comment

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 8602969dd9

ℹ️ About Codex in GitHub

Codex has been enabled to automatically review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

If Codex has suggestions, it will comment; otherwise it will react with 👍.

When you sign up for Codex through ChatGPT, Codex can also answer questions or update the PR, like "@codex address that feedback".

@github-actions github-actions Bot changed the title Revise connection guide for Claude and Expensify [No QA] Revise connection guide for Claude and Expensify Sep 17, 2026
@OSBotify

This comment has been minimized.

@OSBotify

This comment has been minimized.

Updated keywords and internal scope references to use 'Connectors Directory' instead of 'connections director'. Added commas for clarity in several sentences.
@OSBotify

This comment has been minimized.

@jamesdeanexpensify

Copy link
Copy Markdown
Contributor

Dang @stephanieelliott is there an easy way to preview all our changes? That link in the comment directly above isn't working for me.

@OSBotify

This comment has been minimized.

@stephanieelliott

Copy link
Copy Markdown
Contributor Author

@jamesdeanexpensify

Copy link
Copy Markdown
Contributor

Oh yup that's it! I was just impatient. Looking now.

Updated the link for Claude for Small Business to the correct URL.
@OSBotify

Copy link
Copy Markdown
Contributor

A preview of your ExpensifyHelp changes have been deployed to https://dbab0ace.helpdot.pages.dev ⚡️

Updated articles:

@jamesdeanexpensify

Copy link
Copy Markdown
Contributor

Should we get a check from @marcaaron as well?

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

HelpDot Apply this label if the issue relates to ExpensifyHelp

Projects

None yet

Development

Successfully merging this pull request may close these issues.

3 participants