Export report

A report as CSV or PDF, with an expense-level or report-level template.

MCP tool expensify_read → export_report

read

Returns a download link for one report. CSV uses an export template (basic, all data at expense level, all data at report level or a custom one a workspace admin built); PDF includes the expenses, attached receipts and report notes. Large exports are prepared in the background, so the call may return a pending status first. It changes nothing in Expensify.

Parameters

Parameters: export_report
NameTypeDescription
report_id string required string Report ID from list_reports.
format enum required enum csv or pdf.
template string string CSV template: basic, all_data_expense, all_data_report or the name of a custom template. Default: basic.
include_receipts boolean boolean PDF only: include attached receipts. Default: true.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "expensify_read",
    "arguments": {
      "operation": "export_report",
      "arguments": {
        "report_id": "report_8c41d2",
        "format": "csv"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "report_id": "R10077",
    "format": "csv",
    "template": "basic",
    "status": "ready",
    "download_url": "https://files.cotlet.dev/exports/R10077-basic.csv",
    "expires_at": "2026-10-15T09:00:00Z"
  },
  "isError": false
}

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