Read
Retrieve approved master data, transactions, and planning records.
Expensify
Finance & ERPOverview
Use Expensify as a governed source or destination in a Context runbook. Configure the exact records and actions each agent can access.
- · Vendor-supported OAuth or scoped service credentials
- · Read and write access configured separately
- · Tool calls and outcomes recorded per run
Connector contract
Control what agents can do in Expensify.
Exact authentication methods and available scopes depend on your Expensify plan and deployment. Context keeps the connector configuration explicit.
Act
Prepare controlled entries or updates for the configured approval flow.
Verify
Record source transactions, proposed changes, and approvals.
Set up the connection
- 01
Authenticate
Connect Expensify with an admin-approved OAuth flow or scoped credential supported by the vendor.
- 02
Choose scope
Select the accounts, workspaces, projects, or resources available to the runbook.
- 03
Map policy
Set read and write permissions, reviewer gates, and the identity used for each action.
- 04
Test a run
Verify one read, one permitted action, and the resulting audit record before rollout.
Build with Expensify
Expensify can be added to any Context runbook. Start from a prebuilt agent, then choose the resources and actions it needs. Browse all agents →
Connect Expensify to Context.
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