Load Expensify data to DuckDB

Expensify is an expense management platform providing a REST-style API for data integration tasks like report exporting and policy management. Everything needed to build a working Expensify → DuckDB pipeline is on this page: the API's base URL, authentication, endpoints, pagination and incremental field — plus a prompt that hands the whole job to your coding agent.

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Build your Expensify to DuckDB pipeline

Paste this prompt into Claude, Codex, or Cursor. The agent does the rest.

PromptCopy prompt
Run uvx dlthub-init@latest to build a pipeline from Expensify to DuckDB and run it on dltHub

That scaffolds a dltHub workspace and installs the dltHub AI harness — the project rules, the secrets-management skill, and the dlt MCP server your agent needs to work safely. From there it reads the Expensify API, proposes the endpoints to load, then writes, runs and validates the pipeline while you review rather than type. Credentials are inspected through MCP tools, so your agent never reads secrets.toml itself. How the LLM-native workflow works →

Prefer to write it yourself? Every fact the agent uses is below.

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Expensify API at a glance

These values come from the Expensify API reference — the authoritative source if anything here looks out of date.

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How do I authenticate with the Expensify API?

Authentication is performed by including partnerUserID and partnerUserSecret inside a JSON object within the requestJobDescription POST parameter. No standard HTTP headers are used for authentication.

1. Get your credentials

To obtain API credentials for the Expensify Integration Server, follow these steps: 1. Create or log into your Expensify account at https://www.expensify.com/. 2. Navigate to the integrations tool page at https://www.expensify.com/tools/integrations/. 3. Your 'partnerUserID' and 'partnerUserSecret' will be generated and displayed on this page. Store these securely; do not share your 'partnerUserSecret'.

2. Add them to .dlt/secrets.toml

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[sources.expensify_source]
expensify_partner_user_id = "your_partner_user_id_here"
expensify_partner_user_secret = "your_partner_user_secret_here"

dlt reads this file automatically at runtime. With the harness, the setup-secrets skill prompts you for the values and never handles the raw credential in chat. For production, see setting up credentials with dlt.

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What Expensify data can I load into DuckDB?

These are the Expensify endpoints dlt can load into DuckDB:

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How do I load only new Expensify records?

Expensify exposes offset on api, so dlt can request only the records that changed since the last run. Set it as the cursor_path and dlt tracks the high-water mark for you between runs.

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{"name": "report_list", "endpoint": {
    "path": "api",
    "data_selector": "reportList",
    "incremental": {"cursor_path": "offset", "initial_value": "2024-01-01T00:00:00Z"},
}}

On the first run dlt loads everything from initial_value; on every run after that it requests only what changed and appends with write_disposition="merge" if you set a primary key. See incremental loading.

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What does the generated Expensify pipeline look like?

A standard dlt REST API pipeline — the same code you would write by hand, loading https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations (the primary integration endpoint) and the legacy authentication-based Authenticate (often used for specific GET commands in older services). from the Expensify API into DuckDB:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def expensify_source(partner_credentials=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations",
            "auth": {"type": "api_key", "api_key": partner_credentials, "name": "partnerUserSecret"},
        },
        "resources": [
            {"name": "report_list", "endpoint": {"path": "api", "data_selector": "reportList"}},
            {"name": "transaction_list", "endpoint": {"path": "api", "data_selector": "transactionList"}}
        ],
    }
    yield from rest_api_resources(config)


def load_expensify_to_duckdb() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="expensify_pipeline",
        destination="duckdb",
        dataset_name="expensify_data",
    )
    load_info = pipeline.run(expensify_source())
    print(load_info)


if __name__ == "__main__":
    load_expensify_to_duckdb()

Run it with python expensify_pipeline.py. The agent iterates on this until it loads cleanly — you review and approve, rather than write it from scratch.

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How do I query Expensify data in DuckDB?

dlt creates one table per resource. Query the loaded data with Python or SQL — or ask your agent to, through the MCP server's execute_sql_query tool.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("expensify_pipeline").dataset()
df = data.report_list.df()
print(df.head())

SQL:

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SELECT * FROM expensify_data.report_list LIMIT 10;

See querying your data with dataset and exploring it in marimo notebooks.

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How do I deploy the Expensify to DuckDB pipeline in production?

The pipeline runs locally, which is ideal for prototyping and one-off analysis. When you need it on a schedule, monitored on every load, and shared with your team, deploy the same dlt code on the dltHub platform — no infrastructure to maintain. The prompt above already ends with "run it on dltHub", so your agent can take it there directly.

• Deploy & schedule — run the pipeline as a managed job with automatic retries.
• Monitor — observable job queues, alerting, and load metrics for every run.
• Transform — promote raw Expensify loads into governed, documented models.
• Visualize & share — explore data in notebooks and publish live dashboards instead of static screenshots.

Book a demo →

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What other destinations can I load Expensify data to?

dlt loads into any of these — only the destination argument changes:

Set dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. On the dltHub platform the same pipeline runs against a managed Iceberg lakehouse. See the full destinations list.

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Next steps

• Ready for production? Book a demo of the dltHub platform →
• dlt LLM-native workflow docs
• REST API source reference
• Join the dlt community on Slack