Add plugin files: MCP connector, spend-brief and flux-analysis skills

.claude-plugin/plugin.json

@@ -0,0 +1,13 @@
+{
+  "name": "expensify",
+  "description": "Connect Claude to your Expensify account — analyze spending, run expense reports, and get plain-English summaries of your team's financial data.",
+  "version": "1.0.0",
+  "author": {
+    "name": "Expensify",
+    "email": "concierge@expensify.com"
+  },
+  "homepage": "https://expensify.com",
+  "repository": "https://github.com/Expensify/expensify-plugin",
+  "license": "MIT",
+  "keywords": ["expensify", "expenses", "finance", "accounting", "mcp"]
+}

.mcp.json

@@ -0,0 +1,8 @@
+{
+  "mcpServers": {
+    "expensify": {
+      "type": "sse",
+      "url": "https://www.expensify.com/mcp"
+    }
+  }
+}

LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 Expensify, Inc.
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

README.md

@@ -1,3 +1,47 @@
-# Expensify Plugin for Claude
+# Expensify AI Plugin
 
-Connect Claude to your Expensify account and analyze your financial data using natural language.
+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](https://www.expensify.com/privacy).

skills/flux-analysis/SKILL.md

@@ -0,0 +1,56 @@
+---
+name: flux-analysis
+description: Compare spending across two periods to identify what changed and why, surfacing the biggest movers by category and vendor with a plain-English explanation.
+---
+
+# Flux Analysis
+
+Compares spending across two periods — current vs. prior — identifies significant changes by category and vendor, and explains what drove the variance.
+
+## When to use
+
+Use this skill when the user asks about spending changes, variances, or trends — for example "what changed in our spending last month vs. the month before?" or "run a flux analysis on Q3 vs Q2."
+
+## Steps
+
+1. **Determine the periods.** Identify the current period and the prior comparison period from the user's request. If not specified, default to current month vs. prior month. Confirm before proceeding.
+
+2. **Get workspaces.** Call `GetWorkspaceList` to find the user's workspaces and note the relevant policyID(s).
+
+3. **Search with flux filters.** Call `Search` with `type: "expense"`, `shouldCalculateTotals: true`, and a `fluxPeriod` filter. The `fluxPeriod` filter compares the current period against an equivalent prior period automatically. Use `sortBy: "flux"` to surface the largest movers first. Run two searches:
+   - `groupBy: "category"` — variance by category
+   - `groupBy: "merchant"` — variance by vendor
+
+   Include `policyID` to scope to the workspace.
+
+4. **Identify significant movers.** From the results, surface:
+   - Categories or vendors where spending increased or decreased by more than 20% (or a meaningful absolute amount)
+   - Any category or vendor that appeared in one period but not the other
+   - The single largest absolute dollar variance
+
+5. **Write the analysis.** Structure it as:
+
+   **Flux Analysis: [Current Period] vs. [Prior Period]**
+
+   **Headline:** Total spend in each period, absolute change, and % change.
+
+   **Biggest increases:** Top 3–5 categories or vendors that grew the most, with prior amount, current amount, and % change.
+
+   **Biggest decreases:** Top 3–5 categories or vendors that shrank the most.
+
+   **New this period:** Any categories or vendors that had zero spend in the prior period.
+
+   **Dropped off:** Any categories or vendors present in the prior period but absent this period.
+
+   **What this means:** A 2–3 sentence plain-English interpretation of what drove the overall change — for example, "Most of the increase came from travel and software, while meals declined. The software spike is concentrated in two vendors..."
+
+   **Next steps:** 1–2 concrete actions, such as reviewing a specific category with a reviewer or checking whether a budget threshold was exceeded.
+
+   End with a link to the Expensify search using `search.searchURL` so the user can explore the details.
+
+## Notes
+
+- Amounts are in cents. Divide by 100 and format as currency.
+- Time-period `groupBy` values (month, week, year, quarter) are incompatible with `fluxPeriod` — do not combine them. Use `groupBy: "category"` or `groupBy: "merchant"` with `fluxPeriod`.
+- `fluxBasis` in the response is the prior-period total; `fluxAmount` is the change. Both are in cents.
+- If the dataset is large, focus on the top 10 movers in each direction rather than listing everything.

skills/spend-brief/SKILL.md

@@ -0,0 +1,60 @@
+---
+name: spend-brief
+description: Generate a plain-English spend summary for a time period, organized by total, category, person, and vendor, with anomaly flags and recommended next steps.
+---
+
+# Spend Brief
+
+Produces a plain-English spend summary for a given time period, organized by total, category, person, and vendor, with anomaly flags and recommended next steps.
+
+## When to use
+
+Use this skill when the user asks for a spending summary, overview, or brief for a period — for example "give me a spend brief for last month" or "summarize our Q3 spending."
+
+## Steps
+
+1. **Determine the period.** If the user specified a period, use it. If not, default to the current calendar month and confirm with the user before proceeding.
+
+2. **Get the authenticated user.** Call `GetCurrentUser` to get the user's email and accountID.
+
+3. **Get workspaces.** Call `GetWorkspaceList` to find the user's workspaces. If there is more than one, ask the user which workspace to analyze, or analyze all of them if they say so. Note the policyID(s) for use in subsequent searches.
+
+4. **Run four parallel searches** for the period using `Search` with `type: "expense"`, `shouldCalculateTotals: true`, and the appropriate date filters on `"date"`. Run each with a different `groupBy`:
+   - `groupBy: "category"` — spending by category
+   - `groupBy: "from"` — spending by person
+   - `groupBy: "merchant"` — spending by vendor (top vendors)
+   - No `groupBy`, with `status: "all"` — full transaction list for anomaly detection (limit to top expenses by amount if the result set is large)
+
+   Include the `policyID` in each search to scope to the workspace. For personal spend questions, omit `policyID`.
+
+5. **Calculate totals.** Use the `search.total` and `search.count` from the `shouldCalculateTotals` response as the headline figures.
+
+6. **Flag anomalies.** Look for:
+   - Any single expense that is unusually large relative to the category average
+   - Categories with spending significantly above or below the prior comparable period (if data is available)
+   - Vendors that appear only once and carry a high amount
+   - Missing receipts on expenses above a reasonable threshold
+
+7. **Write the brief.** Structure it as:
+
+   **[Period] Spend Brief**
+
+   **Headline:** Total spend, transaction count, number of people with expenses.
+
+   **By category:** Top 5–7 categories by spend, each with total and % of overall.
+
+   **By person:** Top spenders with their totals (omit if this is a personal account with one user).
+
+   **By vendor:** Top 5–7 vendors by total spend.
+
+   **Anomalies:** Bulleted list of anything that stands out. If nothing stands out, say so briefly.
+
+   **Next steps:** 2–3 concrete, actionable recommendations based on what the data shows — for example, following up on missing receipts, reviewing a category that spiked, or submitting outstanding reports.
+
+   End the brief with a link to the full search in Expensify using `search.searchURL` from one of the Search responses, so the user can drill in.
+
+## Notes
+
+- Amounts in Search results are in cents. Divide by 100 and format as currency when presenting to the user.
+- Use the `personalDetailsList` map to resolve accountIDs to names/emails when presenting per-person breakdowns.
+- If the workspace has no expenses in the period, say so clearly and suggest checking a broader date range.