[No QA] [Hold for feature] Create Connect Grok to Expensify articles - #102583
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Updated the description and links for connecting Grok to Expensify, enhancing clarity and providing direct access to relevant documentation.
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| 3. Remove or disconnect the Expensify MCP server connection. | ||
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| You may also revoke access directly through Expensify’s OAuth revocation flow if supported by your client configuration. | ||
| You may also revoke access directly through **Device management** in your Expensify account if supported by your AI client. [Learn how to managed logged in devices](/articles/new-expensify/settings/Manage-Logged-in-Devices). |
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Anchor text grammar / typo: "Learn how to managed logged in devices" should read "Learn how to manage logged-in devices" to match the linked article and the descriptive anchor-text standard. Also remove the trailing space at the end of the line.
| - Approve reports | ||
| - Edit expenses | ||
| - Reimburse payments | ||
| - Manage Workspace settings |
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Terminology / consistency: Use lowercase "workspace settings" here. The companion MCP article uses lowercase "workspace" as a common noun (e.g., "manage workspace settings"), so "Manage Workspace settings" is inconsistent.
| Any member with an Expensify account and a Grok account can connect Grok to Expensify. | ||
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| ## How to connect Grok to Expensify | ||
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Step formatting: This is the article's primary "How to" workflow, but the instructions are prose. Per HELP_AUTHORING_GUIDELINES Section 5, procedural instructions should be sequential numbered steps. Consider converting the connect flow (open connectors, find Expensify, follow Grok's prompts to authorize) into numbered steps.
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| ## Which AI assistants work with Expensify’s MCP server? | ||
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| Any MCP-compatible AI client may work with Expensify’s MCP server. Official setup guides are available for Claude, ChatGPT and Cursor. | ||
| ChatGPT, Claude, Cursor, and Grok can connect to Expensify using their built-in Expensify integrations. |
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Distinguish custom MCP setups from built-in integrations
This incorrectly says all four clients have built-in Expensify integrations. The linked Claude guide explicitly requires users to add a custom connector and enter the MCP URL (Connect-Claude-to-Expensify-Using-MCP.md, lines 25–34), while the Cursor guide offers an MCP install link or manual server configuration (Connect-Cursor-to-Expensify-Using-MCP.md, lines 29–39). Users may therefore look for nonexistent built-in integrations; classify each client according to its actual setup flow instead.
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A preview of your ExpensifyHelp changes have been deployed to https://86d4f667.helpdot.pages.dev ⚡️ Updated articles: |
Master tracking: https://github.com/Expensify/Expensify/issues/679718
Resource issue: https://github.com/Expensify/Expensify/issues/686304
Created article
Connect Grok to Expensifyand added Grok to masterAI Assistantshub article.