Expensify agent skills for Claude Code, Cursor and RevampKey

1 ready-made playbooks that teach an AI agent how to do real Expensify work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Expensify

Connect Expensify once and all 1 skills install themselves and stay up to date. Mac, Windows and Linux.

All 1 Expensify skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only3 Expensify tools

Use Expensify with Claude safely

Connects Claude to your Expensify account so it can search and analyse expenses and reports in plain language. It confirms which login and workspace it is reading, and it is read-only: it cannot approve, edit or reimburse anything.

Use it when

You have just connected Claude to Expensify and want to know what it can do.
You want to check which Expensify account and workspace Claude is reading before trusting a total.
You want a summary of spending or missing receipts without changing anything in Expensify.

Tools it uses

GetCurrentUser
GetWorkspaceList
Search

Example

Which Expensify account are you reading, and how much did our team spend on travel this month?

You are signed in as jane.doe@example.com on the Acme Travel workspace. This month to date, the workspace shows 42 travel expenses totalling $6,315. Results cover 1 to 18 of the month only, so I can widen the range if you need the full month.

Use in RevampKeyRead the full skill →

Get all 1 without copying a file

RevampKey adds the skills when you connect Expensify, updates them for you and removes them when you disconnect.

Download RevampKey

How Expensify skills work

Connect Expensify
The Expensify MCP server gives the agent its tools.
Ask in plain words
“Which Expensify account are you reading, and how much did our team spend on travel this month?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Expensify skills

In RevampKey the skills install themselves when you connect Expensify. In other tools each skill is one folder with a SKILL.md file, and you also need the Expensify MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Expensify. All 1 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Which Expensify account are you reading, and how much did our team spend on travel this month?”
Download RevampKeyConnect Expensify · 1 click
Get RevampKey to connect Expensify
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Expensify is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
curl -fsSL --create-dirs -o .claude/skills/expensify-essentials/SKILL.md https://revampkey.com/marketplace/expensify/skills/essentials/SKILL.md
Other tools

Into this project’s .claude/skills folder

Connect the Expensify MCP server in Claude Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .claude/skills/expensify-essentials/SKILL.md https://revampkey.com/marketplace/expensify/skills/essentials/SKILL.md

Ask in plain language, for example “Which Expensify account are you reading, and how much did our team spend on travel this month?”

Into the shared .agents/skills folder

Connect the Expensify MCP server in Cursor.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/expensify-essentials/SKILL.md https://revampkey.com/marketplace/expensify/skills/essentials/SKILL.md

Ask in plain language, for example “Which Expensify account are you reading, and how much did our team spend on travel this month?”

Into the shared .agents/skills folder

Connect the Expensify MCP server in Codex.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/expensify-essentials/SKILL.md https://revampkey.com/marketplace/expensify/skills/essentials/SKILL.md

Ask in plain language, for example “Which Expensify account are you reading, and how much did our team spend on travel this month?”

Into the shared .agents/skills folder

Connect the Expensify MCP server in VS Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/expensify-essentials/SKILL.md https://revampkey.com/marketplace/expensify/skills/essentials/SKILL.md

Ask in plain language, for example “Which Expensify account are you reading, and how much did our team spend on travel this month?”

RevampKey or copy the files?

In RevampKey

One click when you connect Expensify
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Expensify MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Expensify skills FAQ

What is a Expensify agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Expensify skill describes one job, which Expensify tools to use in which order, what to check first and when to stop and ask you.

Do the Expensify skills change anything on their own?

1 of the 1 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Expensify.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Expensify; elsewhere you copy the folders into your project or skills directory.

Do I need the Expensify MCP server too?

Yes. The skills tell the agent how to do the work; the Expensify MCP server gives it the tools to do it. The Expensify MCP setup guide covers every client.

Expensify MCP server setup · This page as Markdown

Put Expensify’s best workflows in your agent

Download RevampKey, connect Expensify and ask your first question in about a minute.

Download RevampKey Connect Expensify · 1 click

All 1 Expensify skills

Use Expensify with Claude safely

Use it when

Tools it uses

Get all 1 without copying a file

How Expensify skills work

How to install Expensify skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Expensify skills FAQ

Put Expensify’s best workflows in your agent

Skills for related tools