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Brex for AI agents

Agents read Brex at once. Changes and sends are held for a person's approval by default.

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About Brex

Brex provides corporate credit cards, spend management, and financial tools tailored for startups and tech businesses to optimize cash flow, accounting, and growth

What an agent can do in Brex

Every Brex action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Brex without asking first. 47 actions.

  • Get Budget DetailsGet detailed information about a specific budget. This action retrieves comprehensive budget details including balance, limits, ownership, and period information from the Brex v2 Budgets API.
  • Get Card ExpenseTool to retrieve detailed information about a specific card expense by its ID. Use when you need to get comprehensive details about a card transaction, including merchant information, amounts, status,
  • Get Company DetailsGet company information associated with the OAuth2 access token. Returns details including company ID, legal name, account type, and mailing address.
  • Get ExpenseTool to get details of a specific expense by ID. Use when you need to retrieve complete information about an expense including merchant details, receipts, budget allocation, and payment status.
  • Get Legal EntityTool to retrieve a legal entity by its ID from Brex. Use when you need detailed information about a specific legal entity.
  • Get Referral By IDTool to retrieve a specific referral by its ID from Brex. Use when you need to check the status of a referral or get the signup URL.
  • Get Spend Limit By IDTool to get detailed information about a specific spend limit by its ID. Use when you need to retrieve the configuration, status, balance, or settings of a particular spend limit.
  • Get User LimitRetrieves the monthly spending limit and available balance for a specific Brex user. Use this action when you need to check how much a user is allowed to spend per month and how much of that limit rem
  • Get Vendor By IDTool to get vendor details by ID. Use when you need to retrieve information about a specific vendor including payment accounts.
  • List Card AccountsTool to list all card accounts for the company. Use when you need to retrieve information about card accounts, including balances and statement periods.
  • List Card StatementsTool to list finalized statements for primary card accounts. Use when you need to retrieve statement history for primary card accounts including balances and statement periods.
  • List ExpensesTool to list expenses from the Brex platform. Use when you need to retrieve expenses with various filters such as user, budget, date ranges, or status. Supports pagination and expandable fields for ad
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  • List Legal EntitiesTool to list all legal entities in the Brex account with pagination support. Use when you need to retrieve all legal entities or browse through them page by page.
  • List TransfersLists transfers for the account. Use when you need to retrieve transfer history or monitor transfer status.
  • List Webhook SecretsTool to retrieve webhook signing secrets for validating incoming webhook messages from Brex. Use when you need to verify webhook authenticity. During key rotation, this may return two secrets.
  • Get Account StatementsGet finalized statements for the primary cash account. Returns statement history including start and end balances for each statement period.
  • Get Card DetailsGet detailed information about a specific card.
  • Get Card NumberGet card number, CVV, and expiration date for a specific card.
  • Get Card TransactionsGet settled card transactions for the primary card account. Returns purchases, refunds, and chargebacks that have been posted/settled. Use the next_cursor field in the response for pagination to retri
  • Get Company Cash AccountsRetrieve all cash (deposit) accounts for the company. Returns account details including balances, account numbers, routing numbers, and status. Use this to view available cash accounts, check balances
  • Get Department By IDGet detailed information about a specific department by ID. Use when you need to retrieve department details for a given department identifier.
  • Get Field By IDTool to retrieve a custom field by its Brex ID. Use when you need detailed information about a specific custom field.
  • Get Field Value By IDTool to retrieve a specific field value by field ID and field value ID. Use when you need details about a custom field value.
  • Get Location By IDGet detailed information about a specific location by ID. Use when you need to retrieve location details for a given location identifier.
  • Get Spend LimitsGet spend limits configuration.
  • Get Title by IDGet detailed information about a specific job title by ID. Use when you need to retrieve title details for a given title identifier.
  • Get Transaction by IDGet details of a specific transaction by ID. Retrieves detailed information about a card transaction including amount, merchant details, dates, and metadata. This action searches through recent transa
  • Get Card TransactionsGet card transactions from the primary Brex account. Retrieves settled card transactions including purchases, refunds, chargebacks, and collections. Returns transaction details with merchant informati
  • Get Transactions by Amount RangeGet card transactions filtered by amount range and date period. This action retrieves settled card transactions within a specified amount range (min to max in USD) and date period. Useful for finding
  • Search Transactions by DescriptionSearch and filter card transactions by description text. This action retrieves transactions from the primary card account and filters them by description (case-insensitive partial match) and date rang
  • Get User ProfileGet user profile information from Brex Team API. Returns the user profile associated with the OAuth2 access token when using 'me', or retrieves a specific user's profile when providing a user ID. Requ
  • Get Webhook GroupTool to retrieve details of a specific webhook group by ID. Use when you need to get information about a webhook group including its name and identifier. Webhook groups allow webhook subscriptions to
  • Get Webhook SubscriptionTool to retrieve details of a specific webhook subscription by ID. Use this when you need to: - Get information about an existing webhook subscription - Verify webhook configuration (URL, event types,
  • List Budget ProgramsTool to list all budget programs in the organization. Use when you need to retrieve budget programs that define spend limits for eligible users.
  • List BudgetsList all budgets and show available amounts across all cards.
  • List CardsList all cards associated with the account.
  • List DepartmentsList all departments in the organization.
  • List Field ValuesTool to list values under a custom field. Use when you need to retrieve all values defined for a specific custom field, optionally filtering by Brex ID, value ID, remote ID, or value string.
  • List LocationsList all locations in the organization.
  • List ReferralsTool to list all referrals created in the Brex account. Use when you need to view or manage customer referrals. Note: This endpoint only returns active referrals and does not include expired ones.
  • List Job TitlesList all job titles in the organization.
  • List TripsLists trips according to the filters passed in the query string. Use when you need to retrieve trip history or monitor trip status.
  • List UsersList all users in the Brex account.
  • List VendorsList all vendors.
  • List Webhook Group MembersTool to list all members of a webhook group. Use when you need to retrieve the webhook subscriptions that are members of a specific webhook group. Supports pagination using cursor and limit parameters
  • List Webhook GroupsTool to list all webhook groups. Use when you need to retrieve all webhook groups in the system. Webhook groups allow subscriptions to target specific members and are only available for Brex partners.
  • List Webhook SubscriptionsTool to list all registered webhook subscriptions. Use when you need to retrieve all webhook subscriptions configured in the Brex account, including their URLs, event types, and status. Supports pagin

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 37 actions.

  • Create Spend Limit (Budget V1)Tool to create a new Spend Limit (Budget) in Brex. Use when you need to set up spending controls with specific limits, visibility settings, and period types.
  • Create Document Upload for ReferralCreate a document upload URL for a referral and return a pre-signed S3 upload URL. Use this tool when you need to upload supporting documents for a business referral application. The tool returns a pr
  • Create Spend LimitTool to create a spend limit in Brex. Use when you need to establish spending controls with authorization settings, visibility rules, and policy associations. Requires expense policy ID and authorizat
  • Create VendorCreate a new vendor in Brex for payment operations. The vendor company name must be unique within your Brex account - attempting to create a vendor with a duplicate name will result in an error. You c
  • Create Webhook SubscriptionRegister a new webhook subscription to receive real-time notifications for Brex events. This allows you to be notified via HTTPS POST requests when events occur, such as USER_UPDATED, EXPENSE_PAYMENT_
  • Create Receipt Upload for ExpenseCreates a receipt upload request for a specific card expense and returns a pre-signed S3 upload URL. Use this tool when you need to attach a receipt to an existing Brex card expense. The tool returns
  • Set User LimitSet or update the monthly spending limit for a Brex user. The limit controls the maximum amount the user can spend per month. Set monthly_limit to null to remove an existing limit. The limit amount mu
  • Update Spend Limit (V1)Tool to update a Spend Limit (budget) using the v1 API. Use when you need to modify budget details such as name, description, owners, members, limits, or date ranges.
  • Update ExpenseTool to update an expense by its ID. Use when you need to modify expense details such as memo, location, department, or category. You can update one or multiple fields in a single request.
  • Update Spend LimitUpdates an existing Brex spend limit by its ID. Allows modifying spend limit properties including name, description, status (ACTIVE/INACTIVE), period settings, authorization controls, spending limits,
  • Add Webhook Group MembersAdd webhook subscription members to a webhook group. This action associates one or more webhook subscriptions with an existing webhook group, allowing those subscriptions to receive events targeted at
  • Archive BudgetArchive a budget to mark it as inactive and prevent future expenses. Archives the specified budget, making it unusable for new transactions and removing it from active budget lists in the UI. This act
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  • Archive Spend LimitArchive a spend limit in Brex. Archives an existing spend limit to remove it from active use, making it unusable for future expenses and hiding it from the UI. Once archived, the spend limit cannot be
  • Create BudgetCreate a new budget for departments or projects.
  • Create CardCreate a new card and assign it to a user.
  • Create DepartmentCreate a new department.
  • Create ExpenseCreate a new expense.
  • Create Custom FieldCreate a new custom field in Brex. Use when you need to add custom metadata fields for accounting or ERP integrations. Fields can be associated with specific integrations and can be enabled or disable
  • Create Field ValuesCreate custom field values for a specific Brex field. Use when you need to add new dropdown options or values to a custom field (up to 1000 values per request). This action allows you to bulk-create f
  • Create LocationCreate a new location.
  • Create Referral RequestTool to create a new referral to Brex for onboarding. Use when you want to refer a prospect to Brex and get a personalized application link. The response contains a unique referral ID and a personaliz
  • Create Job TitleCreate a new job title.
  • Create UserCreate a new user in the Brex account.
  • Create Webhook GroupTool to create a webhook group for targeting webhook subscriptions. Use when you need to create a webhook group to organize webhook subscriptions for specific members. Webhook groups are only availabl
  • Delete FieldTool to delete a custom field by Brex ID. Use when you need to permanently remove a custom field from the system.
  • Delete Field ValuesDelete custom field values for a specific field. You can delete up to 1000 values at once. Each value must be identified by exactly one of: brex_id (Brex-generated ID), value_id (value identifier), or
  • Delete VendorDelete a vendor by ID. Use this when you need to remove a vendor from the system. The vendor must exist and not have any pending transactions or dependencies.
  • Create Receipt MatchCreates a receipt match request and returns a pre-signed S3 upload URI. Use this when you need to upload a receipt that will be automatically matched to existing Brex card expenses. The returned URI a
  • Transfer CardTransfer a card to a different user.
  • Update BudgetUpdate an existing budget's configuration in Brex. This action allows you to modify budget properties such as name, description, amount limits, ownership, parent budget relationships, and recurrence s
  • Update Card LimitsUpdate spending limits and controls for a Brex card. This action allows you to modify the spending limits, duration, and lock date for cards that have limit_type=CARD. You can update one or more spend
  • Update Card StatusUpdate the status of a Brex card by locking, unlocking, or terminating it. This action provides a unified interface for card status management: - Lock a card to temporarily block transactions (require
  • Update FieldTool to update a custom field in Brex. Use when you need to modify a field's name or disable/enable it.
  • Update Field ValuesTool to update custom field values in Brex for a specific field. Use when you need to modify existing field values, supporting batch updates of up to 1000 values at once. Each value can be identified
  • Update UserUpdate user details.
  • Update VendorTool to update vendor information in Brex. Use when you need to modify vendor details such as company name, email, phone, payment accounts, or beneficiary information.
  • Update Webhook SubscriptionUpdates an existing Brex webhook subscription's configuration. You can modify the webhook URL endpoint, change which event types trigger notifications, activate/deactivate the subscription, or reassig

Changes wait in Needs you

Changes and sends in Brex are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Brex questions

Can an agent change data in Brex on its own?

Not by default. Changes and sends in Brex are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Brex?

This connector lists 47 read actions. Reads run at once, without waiting for approval.

How does Brex connect?

It connects with OAuth 2.0 or API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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