[Hold for feature] [No QA] Create Connect AI Assistants hub MCP docs and setup guides #91910
[Hold for feature] [No QA] Create Connect AI Assistants hub MCP docs and setup guides #91910stephanieelliott wants to merge 16 commits into
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Add AZ reference guide for MCP capabilities.
Added information about supported AI clients and instructions for enabling developer mode in ChatGPT.
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@nkuoch @RachCHopkins One of you needs to copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button] |
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💡 Codex Review
https://github.com/Expensify/App/blob/1f1b8e271009607e3783bd6c900b87ec4320fd42/docs/articles/new-expensify/connections/connect-ai-assistants/.gitkeep#L1
Adding this .gitkeep makes the help-site route generation fail for this section: .github/scripts/createDocsRoutes.ts iterates every entry under docs/articles/new-expensify/connections/connect-ai-assistants, treats anything that is not *.md as a subsection directory, and calls fs.readdirSync on it. Because .gitkeep is a regular file, createDocsRoutes throws ENOTDIR before Jekyll can build the docs, so this new hub will block the docs deployment until the placeholder is removed or the generator skips dotfiles/non-directories.
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@MelvinBot can you update the cspell file to resolve the failed spell check test? i think those terms are valid |
….gitkeep remove gitkeep file
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🤖 I can see the spellcheck is failing on 3 words: However, I can't push changes to this PR since I'm not the author or an assignee. To have me make this fix directly, add me as a PR assignee and then retry your request. In the meantime, here's exactly what to add to
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Pull request overview
Adds a new HelpDot “Connect AI Assistants” section for Expensify MCP server documentation, including setup guides for supported AI clients and an internal capability guide for AI indexing.
Changes:
- Adds a new Connections hub section for Connect AI Assistants.
- Adds customer-facing MCP overview and client setup guides for ChatGPT, Claude Desktop, Claude.ai, and Cursor.
- Adds an unlisted internal MCP capability interpretation guide for AgentZero/indexing workflows.
Reviewed changes
Copilot reviewed 7 out of 7 changed files in this pull request and generated 3 comments.
Show a summary per file
| File | Description |
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docs/new-expensify/hubs/connections/connect-ai-assistants.html |
Adds the hub page shell for the new section. |
docs/articles/Unlisted/MCP-Server-Capability-Guide.md |
Adds internal MCP capability guidance for AgentZero/indexing. |
docs/articles/new-expensify/connections/connect-ai-assistants/Use-the-Expensify-MCP-Server-With-AI-Assistants.md |
Adds the primary customer-facing MCP overview article. |
docs/articles/new-expensify/connections/connect-ai-assistants/Connect-Cursor-to-Expensify-Using-MCP.md |
Adds Cursor MCP setup instructions. |
docs/articles/new-expensify/connections/connect-ai-assistants/Connect-Claude.ai-to-Expensify-Using-MCP.md |
Adds Claude.ai MCP setup instructions. |
docs/articles/new-expensify/connections/connect-ai-assistants/Connect-Claude-Desktop-to-Expensify-Using-MCP.md |
Adds Claude Desktop MCP setup instructions. |
docs/articles/new-expensify/connections/connect-ai-assistants/Connect-ChatGPT-to-Expensify-Using-MCP.md |
Adds ChatGPT MCP setup instructions. |
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| - Claude Desktop | ||
| - ChatGPT | ||
| - Cursor | ||
| - OpenClaw |
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| # Expensify MCP Server – Capability Interpretation Guide (Internal / AgentZero Indexing) | ||
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| ## Purpose |
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| These examples are illustrative and non-exhaustive. | ||
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| ### Expense Search Queries |
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Looking great - I had a few comments. Also, seems like the press release might be taking another week to roll out so we have a bit more time.
| - An active Expensify account | ||
| - Internet access for OAuth authentication | ||
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| ## How to connect Claude Desktop to Expensify using MCP |
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This actually needs to be a Custom Connector as it is a remote MCP - there is a workaround through the developer tab, but most people are going to either set this up or have their org set it up for them (until we are in the official Connectors directory).
https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp
| internalScope: Audience is members using ChatGPT. Covers connecting ChatGPT to Expensify using MCP. Does not cover other AI clients or general MCP workflows. | ||
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| # Connect ChatGPT to Expensify using MCP |
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There's more information here in case we want to add links or pull the instructions from there.
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| ## How to connect Claude.ai to Expensify using MCP on Pro or Max plans |
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This is actually the same for Claude Desktop so maybe they can be combined into one doc - also turns out Free plans can use 1 custom connector (but that's it).
| - Claude Desktop | ||
| - ChatGPT | ||
| - Cursor | ||
| - OpenClaw |
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Full disclosure I actually don't know a tooooon about OpenClaw and have not specifically tested our MCP server in a hosted OpenClaw setup yet, but in theory it should work. Maybe we can drop this until we are sure?
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From: https://github.com/Expensify/Expensify/issues/634068