Expensify · stephanieelliott · Sep 17, 2026 · Sep 17, 2026 · Sep 17, 2026 · Sep 17, 2026
@@ -1,41 +1,30 @@
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-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.