From 8602969dd9cc982ef1501445fc67ae45bf825da4 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 17 Sep 2026 12:02:17 -1000 Subject: [PATCH 1/5] Revise connection guide for Claude and Expensify Updated the article to simplify the title and improve clarity. Adjusted the content to enhance the instructions for connecting Claude to Expensify using MCP. --- .../Connect-Claude-to-Expensify-Using-MCP.md | 56 +++++++++---------- 1 file changed, 27 insertions(+), 29 deletions(-) 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..0fc3d728e06b 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. +internalScope: Audience is members using Claude. Covers connecting Claude to Expensify using Claude's connections director 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 Connections 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 Connections Directory. + +For instructions, see Claude’s documentation: How to add a custom connector. + +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 for 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. ## 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. From bd10f8d064eb275a14bc66975537b6bdde8e8184 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 17 Sep 2026 12:11:50 -1000 Subject: [PATCH 2/5] Update Connect-Claude-to-Expensify-Using-MCP.md --- .../Connect-Claude-to-Expensify-Using-MCP.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 0fc3d728e06b..eddde328c2a5 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 @@ -46,7 +46,7 @@ Claude cannot: Yes. You can manually connect Claude to the Expensify MCP server instead of adding Expensify from Claude’s Connections Directory. -For instructions, see Claude’s documentation: How to add a custom connector. +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. From 5a4410ea6957b9d2dd2bdf43ca9444c6eaea7796 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 17 Sep 2026 12:15:17 -1000 Subject: [PATCH 3/5] Update Connect-Claude-to-Expensify-Using-MCP.md --- .../Connect-Claude-to-Expensify-Using-MCP.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 eddde328c2a5..128364bff88b 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 @@ -54,7 +54,7 @@ When prompted for the server URL, enter `https://www.expensify.com/mcp/`, then c Yes. Expensify is included as a connector in Anthropic’s Claude for Small Business plugin, which provides a collection of connectors for business tools. -Add the Claude for Small Business plugin, then use the included Expensify connector and follow Claude’s instructions to connect your Expensify account. +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://www.anthropic.com/news/claude-for-small-business). ## How do I remove the Expensify connector from Claude? From 0654510e4d3b03a62418022ca293acac1d47555f Mon Sep 17 00:00:00 2001 From: James Dean Date: Thu, 17 Sep 2026 15:19:42 -0700 Subject: [PATCH 4/5] Refine article on connecting Claude to Expensify Updated keywords and internal scope references to use 'Connectors Directory' instead of 'connections director'. Added commas for clarity in several sentences. --- .../Connect-Claude-to-Expensify-Using-MCP.md | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) 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 128364bff88b..a8abc0d2cef9 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 @@ -1,8 +1,8 @@ --- 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 Claude's connections director and 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 --- @@ -10,7 +10,7 @@ order: 3 You can connect Claude to Expensify to search and analyze your Expensify data using natural language. -Expensify is available in Claude’s Connections Directory. The Expensify connector uses MCP to securely connect Claude to your Expensify account. +Expensify is available in Claude’s Connectors Directory. The Expensify connector uses MCP to securely connect Claude to your Expensify account. ## Who can connect Claude to Expensify @@ -24,7 +24,7 @@ Find the **Expensify** connector, then follow Claude’s instructions to connect ## What happens after you connect Claude to Expensify -Once connected, Claude can search, retrieve and analyze your Expensify data. +Once connected, Claude can search, retrieve, and analyze your Expensify data. Claude can: @@ -44,7 +44,7 @@ Claude cannot: ## 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 Connections Directory. +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). @@ -52,7 +52,7 @@ When prompted for the server URL, enter `https://www.expensify.com/mcp/`, then c ## 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 for business tools. +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. 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://www.anthropic.com/news/claude-for-small-business). From 5265b136ccb674f5672804099c37df635d86bd95 Mon Sep 17 00:00:00 2001 From: James Dean Date: Thu, 17 Sep 2026 15:57:37 -0700 Subject: [PATCH 5/5] Fix link for Claude for Small Business plugin Updated the link for Claude for Small Business to the correct URL. --- .../Connect-Claude-to-Expensify-Using-MCP.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 a8abc0d2cef9..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 @@ -54,7 +54,7 @@ When prompted for the server URL, enter `https://www.expensify.com/mcp/`, then c 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. -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://www.anthropic.com/news/claude-for-small-business). +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?