Expensify AI Plugin

This repository contains Expensify integrations for AI platforms. It currently supports Claude; support for additional platforms will be added here over time.

Claude

Connect Claude to your Expensify account and analyze your financial data using natural language. The Claude plugin is defined in .claude-plugin/ and includes two built-in skills.

Skills

/expensify:spend-brief

Generate a plain-English spend summary for any time period. Claude pulls your Expensify transactions, organizes them by total, category, person, and vendor, flags anything unusual, and writes a narrative with recommended next steps.

Example: "Give me a spend brief for last month" or /expensify:spend-brief Q3 2026

/expensify:flux-analysis

Compare spending across two periods to identify what changed and why. Claude surfaces the biggest movers by category and vendor, and explains the variance in plain English.

Example: "What changed in our spending last month vs. the month before?" or /expensify:flux-analysis

Setup

From the Claude plugin directory (once listed)

1. Open Customize → Plugins → Browse plugins in Claude Cowork.
2. Search for "Expensify" and click Install.
3. When prompted, sign in to your Expensify account to authorize access.

Add this repo as a marketplace (available now)

1. Open Customize → Plugins → Add marketplace in Claude Cowork.
2. Enter Expensify/expensify-plugin and confirm.
3. The plugin appears in your marketplace list — click Install.
4. When prompted, sign in to your Expensify account to authorize access.

Install from a zip file

1. Zip this repo yourself: zip -r expensify-plugin.zip .
2. Open Customize → Plugins → Add plugin → Upload plugin in Claude Cowork.
3. Select the zip file and install.
4. When prompted, sign in to your Expensify account to authorize access.

Privacy

Claude accesses only the Expensify account you authorize. Your data is scoped to your account and workspace(s) and is not shared with third parties. See Expensify's privacy policy.