diff --git a/docs/articles/new-expensify/connections/connect-ai-assistants/Connect-Claude-to-Expensify-Using-MCP.md b/docs/articles/new-expensify/connections/connect-ai-assistants/Connect-Claude-to-Expensify-Using-MCP.md index 01b7403593bb..8b83ead5636f 100644 --- a/docs/articles/new-expensify/connections/connect-ai-assistants/Connect-Claude-to-Expensify-Using-MCP.md +++ b/docs/articles/new-expensify/connections/connect-ai-assistants/Connect-Claude-to-Expensify-Using-MCP.md @@ -1,41 +1,30 @@ --- -title: Connect Claude to Expensify using MCP +title: Connect Claude to Expensify description: Learn how to connect Claude to Expensify using the Expensify MCP server. -keywords: [Claude Desktop Expensify MCP, Claude AI, Claude custom connector, connect Claude to Expensify, Expensify MCP Claude setup] -internalScope: Audience is members using Claude. Covers connecting Claude to Expensify using MCP. Does not cover other AI clients or general MCP workflows. +keywords: [Claude Desktop Expensify MCP, Claude AI, Claude Cowork, Claude custom connector, connect Claude to Expensify, Expensify MCP Claude setup] +internalScope: Audience is members using Claude. Covers connecting Claude to Expensify using Claude's Connectors Directory and MCP. Does not cover other AI clients or general MCP workflows. order: 3 --- -# Connect Claude to Expensify using MCP +# Connect Claude to Expensify -You can connect Claude to Expensify using the Expensify MCP server. Once connected, Claude can search and analyze your Expensify data using natural language. +You can connect Claude to Expensify to search and analyze your Expensify data using natural language. -## Who can connect Claude to Expensify using MCP +Expensify is available in Claude’s Connectors Directory. The Expensify connector uses MCP to securely connect Claude to your Expensify account. -Any member with an Expensify account and access to Claude can connect Claude to Expensify using MCP. +## Who can connect Claude to Expensify -Requirements: +Any member with an Expensify account and a Claude account can connect Claude to Expensify. -- A Claude account -- An active Expensify account -- Internet access for OAuth authentication +## How to connect Claude to Expensify -Claude Free plans support one custom connector. +Follow Claude’s instructions to access available connectors: [Use Connectors to Extend Claude's Capabilities](https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities#h_cd0f53727d). -## How to connect Claude to Expensify using a custom connector +Find the **Expensify** connector, then follow Claude’s instructions to connect your Expensify account and complete setup. -Claude supports connecting to remote MCP servers through custom connectors. +## What happens after you connect Claude to Expensify -For instructions on how to add a custom connector, see Claude's documentation: [How to add a custom connector](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp#h_3d1a65aded). - -1. Open Claude and add a custom connector. -2. Enter `https://www.expensify.com/mcp/` as the server URL. -3. Complete the OAuth sign-in and approval flow in your browser. -4. Click **Approve**. - -## What happens after you connect Claude to Expensify using MCP - -Once connected, Claude can use the Expensify MCP Search tool to retrieve and analyze your Expensify data. +Once connected, Claude can search, retrieve, and analyze your Expensify data. Claude can: @@ -53,9 +42,19 @@ Claude cannot: # FAQ -## How do I make the Expensify connector available across my organization? +## Can I connect Claude to Expensify using a custom connector? + +Yes. You can manually connect Claude to the Expensify MCP server instead of adding Expensify from Claude’s Connectors Directory. + +For instructions, see Claude’s documentation: [How to add a custom connector](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp#h_3d1a65aded). + +When prompted for the server URL, enter `https://www.expensify.com/mcp/`, then complete the OAuth sign-in and approval flow. + +## Can I connect Claude to Expensify through Claude for Small Business? + +Yes. Expensify is included as a connector in Anthropic’s Claude for Small Business plugin, which provides a collection of connectors across a range of popular business tools. -Yes. Owners in Claude can make the Expensify connector available to their organization. For instructions see Claude's documentation: [How to add a custom connector to your organization](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp#:~:text=For%20Team%20and%20Enterprise%20plans). +Add the Claude for Small Business plugin, then use the included Expensify connector and follow Claude’s instructions to connect your Expensify account. [Learn more about Claude for Small Business](https://claude.com/solutions/small-business). ## How do I remove the Expensify connector from Claude? @@ -67,10 +66,9 @@ Make sure you completed the OAuth approval flow in your browser. If Claude still cannot access your data: -- Verify the MCP server URL is correct -- Restart connector. -- Reauthorize the OAuth connection +- Verify the MCP server URL is correct, if using a custom connector. +- Remove the connector and add it again. ## Can Claude edit expenses or approve reports? -No. The Expensify MCP server provides read-only access to your data. +No. The Expensify connector provides Claude read-only access to your data.