Add plugin files: MCP connector, spend-brief and flux-analysis skills - #1
Add plugin files: MCP connector, spend-brief and flux-analysis skills#1marcaaron wants to merge 3 commits into
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Just kicking something off here. Curious for more thoughts on what else to include. And also quick reminder that this is a public repo. |
| "version": "1.0.0", | ||
| "author": { | ||
| "name": "Expensify", | ||
| "email": "contributors@expensify.com" |
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| "email": "contributors@expensify.com" | |
| "email": "concierge@expensify.com" |
| "name": "Expensify", | ||
| "email": "contributors@expensify.com" | ||
| }, | ||
| "homepage": "https://use.expensify.com", |
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| "homepage": "https://use.expensify.com", | |
| "homepage": "https://expensify.com", |
| }, | ||
| "homepage": "https://use.expensify.com", | ||
| "repository": "https://github.com/Expensify/expensify-plugin", | ||
| "license": "MIT", |
| 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. | ||
| triggers: | ||
| - /expensify:flux-analysis |
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is scoping like this best practice? I don't think i've ever seen this before. Should we also consider other trigger words that aren't / led? Do people use skills like this in Claude desktop?
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Or is that covered by the "when to use" section?
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| # Expensify Plugin for Claude | |||
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I noticed yesterday a lot of companies have a single plugin repo that holds all of their plugins, i.e. codex, claude, grok, etc. Should we generalize this? I think we are already headed that direction by having the claude settings in .claude-plugin. Here is stripe's for example https://github.com/stripe/ai
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| ## Privacy | ||
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| 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://use.expensify.com/privacy). |
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| 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://use.expensify.com/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). |
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| ### Install from a zip file | ||
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| 1. Download the latest zip from the [releases page](https://github.com/Expensify/expensify-plugin/releases) (or zip this repo yourself). |
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there's no release flow in this repo so unless we're going to do this manually we should either remove this or add a github action to create releases
Initial plugin files for the Expensify Claude integration. Part of the Anthropic Small Business launch on Sep 15.
What's in here:
.mcp.jsonwiring up the Expensify MCP server at expensify.com/mcpplugin.jsonwith name, description, author info/spend-briefand/flux-analysis/spend-briefruns a few searches (by category, person, vendor) and writes a plain-English summary of spending for a period, with anomaly flags and next steps./flux-analysisuses thefluxPeriodfilter to compare two periods and surface the biggest movers by category and vendor.Keeping the skill count small for now since Anthropic asked us to start focused. We can add more later.
QA Steps
cd expensify-plugin && zip -r expensify-plugin.zip .Adding the marketplace by repo URL won't work pre-merge since it always pulls frommain, so the zip is the only way to test this branch directly./expensify:spend-brieffor a period with known expenses (e.g. "last month"). Expect Claude to callGetCurrentUser,GetWorkspaceList, and multipleSearchcalls, then return a brief with headline totals, category/person/vendor breakdowns, an anomalies section, next steps, and a working link back to the search in Expensify./expensify:flux-analysiscomparing two periods with different spending levels (e.g. "this month vs last month"). Expect Claude to use thefluxPeriodfilter, surface the biggest increases/decreases by category and vendor, and give a plain-English explanation of the variance.claude plugin validateagainst the repo. Expect it to pass with no errors.Expensify/expensify-pluginas a marketplace (Customize → Plugins → Add marketplace) and confirm it installs the same way.