ExpenseBot

How do I connect ExpenseBot to Zapier's MCP Client?

Zapier's MCP Client lets an AI step inside a Zap talk to a remote MCP server you add once and reuse across workflows. ExpenseBot is an OAuth-enabled remote (Streamable HTTP) MCP server, so it connects through that path without any manual client credentials. This is for operators wiring an AI agent step into Zapier — if you just want to…

Zapier's MCP Client lets an AI step inside a Zap talk to a remote MCP server you add once and reuse across workflows. ExpenseBot is an OAuth-enabled remote (Streamable HTTP) MCP server, so it connects through that path without any manual client credentials. This is for operators wiring an AI agent step into Zapier — if you just want to use ExpenseBot from a chat assistant, use ChatGPT or Claude instead.

⚠️ Zapier's MCP Client is in beta. Zapier may change its behaviour or availability. Treat it accordingly, and verify a read-only request before you build anything on top of it.

Setup

  1. In Zapier, open the MCP Client and choose to add a custom MCP connection.

  2. Paste the ExpenseBot server URL:

    https://mcp.expensebot.ai/mcp
    
  3. Authenticate in the browser when Zapier opens ExpenseBot's sign-in and consent screen. Leave any optional client-ID and client-secret fields blank — the connection uses OAuth discovery, Dynamic Client Registration and PKCE, so there is nothing to copy by hand.

  4. ExpenseBot's tools appear once Zapier completes discovery.

  5. Verify read-only first, before anything else: "Show my top five expense categories this month. Do not change anything."

What you can ask it to do

The connected tool list is authoritative — it is what your agent actually sees. The capabilities it covers include:

  • Search expenses and pull spending summaries across categories, merchants, months or tags.
  • Check the status of a Gmail receipt scan.
  • Submit a receipt.
  • Create an expense report.

The boundary

  • Beta client. Zapier's MCP Client is Zapier's beta, not a finished surface.
  • Changes are approval-first by design. ExpenseBot previews the records a change would affect and asks for explicit confirmation; visually complex setup hands off to the app rather than completing in the conversation. Do not design a Zap that assumes unattended, unconfirmed writes — the approval step is the product's contract, not a setting.
  • Your data stays in your own Google Sheet. ExpenseBot's expense records live in a Google Sheet in your Drive; the connector reads and writes there rather than copying your records somewhere new.
  • Revoke anytime. Disconnect the connection in Zapier, and revoke ExpenseBot's authorization from ExpenseBot's side, to end access.

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