Enable Claude, ChatGPT, or any AI assistant to autonomously manage financial workflows using our MCP-compliant API. Your AI can process documents, reconcile transactions, generate reports, and more—all through authenticated access.
https://app.expansas.com/api/ai-gatewayhttps://app.expansas.com/api/ai-gateway/manifest.skill.jsonMCP (Model Context Protocol)
OAuth 2.0 / API Token
Log into your Expansas Financial account and navigate to Settings → AI Agents to create a token.
// Example token structure
{
"token": "exp_agent_abc123...",
"organization_id": "org_xyz789",
"environment": "production"
}Tell Claude to connect to Expansas Financial's API:
"Connect to Expansas Financial's AI Gateway at https://app.expansas.com/api/ai-gateway
Use my agent token: [your_token_here]
Then help me reconcile my October bank statements"Claude will automatically recognize our MCP protocol and establish a secure connection.
Add Expansas as a Custom GPT Action:
1. Go to GPT Builder → Actions
2. Import OpenAPI schema from: https://app.expansas.com/api/ai-gateway/openapi.json
3. Add authentication header: Authorization: Bearer [your_token]
4. Test with: "Upload and process my bank statement"Install our SDK or use the REST API directly:
# Install SDK
npm install @expansas/ai-gateway
# or
pip install expansas-ai-gateway
# Initialize client
from expansas import AIGateway
client = AIGateway(
token="exp_agent_abc123...",
endpoint="https://app.expansas.com/api/ai-gateway"
)
# Upload document
result = client.upload_document(
file_path="bank_statement.pdf",
document_type="bank_statement"
)This list automatically updates when new tools are added to the AI Gateway
Start automating your financial workflows with AI in minutes