List policies
Read returned policy references with an explicit admin filter.
Connector library
Expensify connector.
Read Expensify policy references, selected category flags and tax-rate metadata through three named Integration Server get jobs with managed paired credentials.
Connector download
Download Expensify
Versioned ZIP for your CXFabric tenant.
Use this connector in a flow
- Register the ZIP in your tenant, or add a new version if the connector is already installed.
- Create or select a credential if the action requires one.
- In a Draft flow, add an available action, choose its version, connect it, and map inputs.
- Test the step and flow; review output and failures before activation.
See readme.md in the ZIP for settings and limitations.
- Version
v0.2.0.0 Choose version
- Release
- 2026-10-04
- Package
- Implemented source
- Schema credentials
- Basic auth
- Package size
- 10 KB
- SHA-256
5612097fad043d3f59f17c37afd0fe5a8cff8e63a4c7a353eb360155f2fa4f9f
Version history
What's new
- v0.2.0.0Latest · 2026-10-04 · Implemented source
Three named Integration Server get jobs replace the generic HTTP scaffold: policy references, selected category flags and tax-rate metadata.
- v0.1.1.0Earlier · 2026-10-02 · Starter scaffold
Historical configurable HTTP scaffold without implemented vendor actions.
Included in this version
Included actions
Implemented in v0.2.0.0. Use a separate flow trigger; no webhook trigger is included.
Get policy categories
Read selected names and enabled flags for exactly one policy.
Get policy tax rates
Read returned rate metadata for exactly one policy, preserving an empty tax object as unavailable metadata.
Vendor API
API and access
Implementation considerations
- Policy references: Read accessible policy names, IDs, currency, role and type with an explicit admin filter.
- Category and tax metadata: Read selected category names/enabled flags and rate metadata for one exact policy.
- Caller-managed reads; no polling or webhook trigger is included.
- Use managed paired credentials with partnerUserID in Username and partnerUserSecret in Password. The native pair is sent in a form-encoded get job without HTTP Basic; account permissions remain external.
- Supply an exact opaque Policy ID. Local caps add no API pagination or truncation. Caller owns request pacing and reference coverage; owner/employee email addresses and financial transactions are omitted.
- An empty tax object remains unavailable metadata, distinct from a zero rate. Category flags and returned rate metadata do not determine tax applicability or calculate expense tax.
- No expense/report export, policy edits, employee/card reads, third-party user delegation or private-beta OAuth method is included. Deployed JSON response headers, permissions and selected fields need live validation.
- The package implements three Integration Server get jobs using issued credential pairs. Caller owns rate pacing; hosted import and live policy/header validation remain pending.
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