How to connect an Expensify MCP with Claude Code (4 steps)

Merge is an integration platform that facilitates secure and efficient connections between products and AI agents, like Claude Code, with services such as Expensify. By using the Merge Agent Handler, developers can streamline expense workflows for finance and engineering teams by directly interacting with the Expensify API without managing partner credentials. This setup allows for the automation of tasks such as exporting reports, creating expenses, and managing spend policies, all from a terminal interface. Merge provides a controlled environment that logs tool usage and restricts access to only necessary functions, which is particularly advantageous over self-hosted solutions that require extensive credential management and lack specific access controls. With the integration of Expensify MCP, Claude Code can easily handle expense data, ensuring compliance and efficient data retrieval for further organizational use, such as policy violation identification or cost-center summaries.