Expensify is a comprehensive business expense management skill that automates reports, receipt tracking, and reimbursements through a seamless Membrane integration.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install expensify
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install expensify using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Expensify?
Expensify provides a robust integration for managing business expenses, allowing AI agents to handle data records and automate complex financial workflows. By leveraging the Openclaw Skills framework and the Membrane CLI, this skill eliminates the manual overhead of authentication and credential management, enabling developers to focus on building intelligent expense reporting logic. Whether you are generating reports or tracking individual expenses, this integration ensures high financial visibility and streamlined processes for companies of all sizes.
This skill is designed to work within a modern development environment, providing pre-built actions that handle pagination, field mapping, and edge cases. By utilizing Openclaw Skills, developers can ensure secure communication with the Expensify API without needing to manage local secrets or complex OAuth flows manually.
Expensify Use Cases
- Automating the creation and submission of business expense reports to save administrative time.
- Tracking receipts and matching them with existing financial records for better accounting accuracy.
- Streamlining employee reimbursements through programmatic financial management and approval workflows.
- Gaining real-time financial visibility by querying Expensify data directly via Openclaw Skills.
How Expensify Works
- Initialize the environment by installing the Membrane CLI and logging in using a specific agent type such as openclaw.
- Create or find a connection to Expensify using a normalized domain URL through the connection ensure command.
- Authenticate the connection via a browser-based workflow managed server-side by Membrane.
- Discover available actions by searching for specific intents like querying expenses or managing user records.
- Execute specific actions with JSON parameters to interact with Expensify data or use proxy requests for direct API access when custom endpoints are required.
Expensify Setup
To begin using this skill within Openclaw Skills, install the necessary CLI tools:
npm install -g @membranehq/cli@latest
Authenticate your agent to establish the environment:
membrane login --tenant --clientName=openclaw
Ensure a connection is established with Expensify:
membrane connection ensure "https://expensify.com" --json
If the connection state is BUILDING, poll for the READY status:
npx @membranehq/cli connection get <id> --wait --json
Expensify Data Schema & Taxonomy
The skill organizes data around core Expensify entities, facilitating structured access through Openclaw Skills. Below is the primary data taxonomy:
| Entity | Description |
|---|---|
| Expense Report | The top-level container for grouped expenses and reimbursement status. |
| Expense | Individual line items containing amount, merchant, date, and category data. |
| User | Information regarding the account holder or employee submitting the reports. |
| Connection ID | A unique identifier managed by Membrane for secure, authenticated API access. |
Expensify Advanced Features
- Seamless proxy requests for direct Expensify API access with automatic header injection and path normalization.
- Multi-agent support using specialized client names to adjust tooling for openclaw, claude, or warp.
- Automatic credential refresh and server-side secret management to prevent local security leaks.
- Machine-readable JSON output for all CLI commands, making it ideal for piping into other automation scripts.
- Intelligent action discovery based on natural language intent, reducing the need for manual API documentation searches.
SKILL.md
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