# Expensify setup for PopMCP

You paste two values into PopMCP: the partnerUserID and partnerUserSecret shown on Expensify's integrations page while you are signed in. There is no app to register.

- Auth: API credentials
- Setup time: 1 min
- API base URL: https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations
- Credentials screen: https://www.expensify.com/tools/integrations/
- Provider docs: https://integrations.expensify.com/Integration-Server/doc/

## Before you begin

- An Expensify account. Sign in as the person whose access the AI should have, because the connection acts as that account
- To change a workspace, a workspace admin role. To use the card tools, a domain admin role
- To create reports or expenses in someone else's account, a request to concierge@expensify.com first, because Expensify has to enable it. Everything else works without asking

## Get your credentials

### 1. Sign in and open the integrations page

Open the [Expensify integrations page](https://www.expensify.com/tools/integrations/). If you are not signed in, Expensify asks you to sign in first and then brings you back. Use the account whose access the AI should have.

Screen: https://www.expensify.com/tools/integrations/

### 2. Copy the partnerUserID and partnerUserSecret

The page generates a pair of credentials and shows them to you. Copy both now and keep them somewhere safe: Expensify shows them only once. If you have lost the secret, open the page again for a new pair.

Screen: https://www.expensify.com/tools/integrations/

### 3. Paste both into PopMCP

In PopMCP, paste them into partnerUserID and partnerUserSecret and connect. PopMCP checks them by reading your workspace list and shows how many workspaces the account can reach. New connections start read-only.

## Fields PopMCP asks for

- partnerUserID (partnerUserID) [required]: Shown on expensify.com/tools/integrations once you are signed in.
- partnerUserSecret (partnerUserSecret) [required]: Shown next to it, and only once. Stored encrypted and used only on our servers.

## Verify

PopMCP marks the Expensify connection Verified, labelled with your partnerUserID and the number of workspaces it can reach. Asking the AI to list your Expensify workspaces returns their names, types and your role on each.

## Troubleshooting

### Expensify did not accept these details

Cause: undefined

Fix: A value was not copied whole, or you pasted your sign-in email instead of the partnerUserID. Open expensify.com/tools/integrations for a new pair and paste both values.

### Not authorized to authenticate as user

Cause: undefined

Fix: Expensify has not enabled acting on someone else's account for you. Ask concierge@expensify.com to enable it, and make sure you are a domain and workspace admin. Retrying will not help.

### Expensify is limiting requests

Cause: undefined

Fix: An account can send 5 requests every 10 seconds and 20 every 60 seconds. Wait a minute, then ask for one thing at a time. Too many calls at once can also look like a credentials error, so try again before making a new pair.

### A date range is refused

Cause: undefined

Fix: One range can cover at most a year, and a start date more than a year ago needs an end date. Ask for a shorter range, or several in turn.

### A card tool is refused

Cause: undefined

Fix: Card tools need the credentials of a domain admin on that domain. Make a pair while signed in as a domain admin and reconnect.

### A PDF or Excel file is too large to return

Cause: undefined

Fix: Files in those formats come back only when small. Export as CSV to read it in chat, or have Expensify email a link to the file, which is a write action.

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Source: https://www.docs.popmcp.com/docs/integrations/expensify/