claude-codeClaude Code

Connect Claude Code to Expensify

Give an AI agent your Expensify account as a tool and it can actually move expenses through the pipeline instead of just talking about them. It can create expenses, build reports, mark them reimbursed, run a reconciliation export, and update policies or expense rules on its own, calling each operation as it works. Wire it into a coding agent in NoClick and it can close out an expense cycle or fix a misconfigured policy without a person clicking through the Expensify UI.

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Opens a workflow with 15 tools ready to use.

Tools Claude Code gets

Pick the operations you want and each becomes a tool the agent can call directly while it works.

Expensify

15 tools
Export Reports to File

Generate an export of report/expense data via a Freemarker template.

Download Generated File

Download a previously generated export file by name.

Reconciliation Export

Export card-transaction data for given card feeds and date range.

Create Report

Create a new expense report with transactions.

Create Expenses

Create individual expenses in a user's account.

Create Policy

Create a new workspace policy.

Create Expense Rules

Create automatic expense-tagging rules for an employee.

Get Policy Details

Retrieve full policy config (categories, tags, tax rates, employees).

Get Policy List

List all policies accessible to the credential's user.

Get Domain Card List

Retrieve corporate (domain-level) card info.

Update Policy

Manage categories, tags, and report fields on a policy.

Mark Reports Reimbursed

Mark reports as reimbursed.

Update Expense Rules

Modify existing expense rules for an employee.

Update Tag Approvers

Assign approvers to specific single-level tags.

Advanced Employee Updater

Modern employee provisioning (emails, managers, admin status, payroll).

What you can build

When a new report is submitted, pull its details, run an approval check with an AI step, and mark the report reimbursed if it passes.
Push expenses into Expensify from a spreadsheet or an inbound email and group them into a report automatically.
Every month, run a reconciliation export and export approved reports to a file, then drop it into your accounting system.
Onboard new hires by running the Advanced Employee Updater to add them to the right policy with the correct approvers.
When card spend needs review, get the domain card list and flag any card without a matching submitted report.
Keep approval routing correct by updating tag approvers whenever a team lead or budget owner changes.

About Claude Code

Claude Code is Anthropic's command-line coding agent. In NoClick you run it as a hosted agent and connect your real apps to its tools handle, so it does far more than write code. Wire in an integration and Claude Code can read and act on Slack, Linear, your database, and more on its own, calling each one as a tool while it works. It is the same capable agent, pointed at your actual workflows instead of a sandbox.

Careful multi-step planning before it acts
Reliable on long, structured tasks
Reads context thoroughly before making changes
Comfortable across code, data, and APIs

Frequently asked questions

Build a custom Claude Code agentExpensify integration

Open your Claude Code agent in one click

NoClick runs Claude Code for you with Expensify wired in as tools. Connect your account and run.