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84 available actions

What your AI agent can do in Brex

Brex provides corporate credit cards, spend management, and financial tools tailored for startups and tech businesses to optimize cash flow, accounting, and growth This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Search Transactions by DescriptionSearch and filter card transactions by description text.
  • List Job TitlesList all job titles in the organization.
  • Create Job TitleCreate a new job title.
  • Create BudgetCreate a new budget for departments or projects.
  • Update BudgetUpdate an existing budget's configuration in Brex.
  • Update Spend Limit (V1)Tool to update a Spend Limit (budget) using the v1 API.

Browse all 84 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 47 actionsHide actions
  • Get Account StatementsGet finalized statements for the primary cash account.
  • Get Budget DetailsGet detailed information about a specific budget.
  • Get Card DetailsGet detailed information about a specific card.
  • Get Card ExpenseTool to retrieve detailed information about a specific card expense by its ID.
  • Get Card NumberGet card number, CVV, and expiration date for a specific card.
  • Get Card TransactionsGet settled card transactions for the primary card account.
  • Get Company Cash AccountsRetrieve all cash (deposit) accounts for the company.
  • Get Company DetailsGet company information associated with the OAuth2 access token.
  • Get Department By IDGet detailed information about a specific department by ID.
  • Get ExpenseTool to get details of a specific expense by ID.
  • Get Field By IDTool to retrieve a custom field by its Brex ID.
  • Get Field Value By IDTool to retrieve a specific field value by field ID and field value ID.
  • Get Legal EntityTool to retrieve a legal entity by its ID from Brex.
  • Get Location By IDGet detailed information about a specific location by ID.
  • Get Referral By IDTool to retrieve a specific referral by its ID from Brex.
  • Get Spend Limit By IDTool to get detailed information about a specific spend limit by its ID.
  • Get Spend LimitsGet spend limits configuration.
  • Get Title by IDGet detailed information about a specific job title by ID.
  • Get Transaction by IDGet details of a specific transaction by ID.
  • Get Card TransactionsGet card transactions from the primary Brex account.
  • Get Transactions by Amount RangeGet card transactions filtered by amount range and date period.
  • Search Transactions by DescriptionSearch and filter card transactions by description text.
  • Get User LimitRetrieves the monthly spending limit and available balance for a specific Brex user.
  • Get User ProfileGet user profile information from Brex Team API.
  • Get Vendor By IDTool to get vendor details by ID.
  • Get Webhook GroupTool to retrieve details of a specific webhook group by ID.
  • Get Webhook SubscriptionTool to retrieve details of a specific webhook subscription by ID.
  • List Budget ProgramsTool to list all budget programs in the organization.
  • List BudgetsList all budgets and show available amounts across all cards.
  • List Card AccountsTool to list all card accounts for the company.
  • List CardsList all cards associated with the account.
  • List Card StatementsTool to list finalized statements for primary card accounts.
  • List DepartmentsList all departments in the organization.
  • List ExpensesTool to list expenses from the Brex platform.
  • List Field ValuesTool to list values under a custom field.
  • List Legal EntitiesTool to list all legal entities in the Brex account with pagination support.
  • List LocationsList all locations in the organization.
  • List ReferralsTool to list all referrals created in the Brex account.
  • List Job TitlesList all job titles in the organization.
  • List TransfersLists transfers for the account.
  • List TripsLists trips according to the filters passed in the query string.
  • List UsersList all users in the Brex account.
  • List VendorsList all vendors.
  • List Webhook Group MembersTool to list all members of a webhook group.
  • List Webhook GroupsTool to list all webhook groups.
  • List Webhook SecretsTool to retrieve webhook signing secrets for validating incoming webhook messages from Brex.
  • List Webhook SubscriptionsTool to list all registered webhook subscriptions.
Create & communicateCreate records or send supported messagesView 19 actionsHide actions
  • Add Webhook Group MembersAdd webhook subscription members to a webhook group.
  • Create BudgetCreate a new budget for departments or projects.
  • Create Spend Limit (Budget V1)Tool to create a new Spend Limit (Budget) in Brex.
  • Create CardCreate a new card and assign it to a user.
  • Create DepartmentCreate a new department.
  • Create Document Upload for ReferralCreate a document upload URL for a referral and return a pre-signed S3 upload URL.
  • Create ExpenseCreate a new expense.
  • Create Custom FieldCreate a new custom field in Brex.
  • Create Field ValuesCreate custom field values for a specific Brex field.
  • Create LocationCreate a new location.
  • Create Referral RequestTool to create a new referral to Brex for onboarding.
  • Create Spend LimitTool to create a spend limit in Brex.
  • Create Job TitleCreate a new job title.
  • Create UserCreate a new user in the Brex account.
  • Create VendorCreate a new vendor in Brex for payment operations.
  • Create Webhook GroupTool to create a webhook group for targeting webhook subscriptions.
  • Create Webhook SubscriptionRegister a new webhook subscription to receive real-time notifications for Brex events.
  • Create Receipt MatchCreates a receipt match request and returns a pre-signed S3 upload URI.
  • Create Receipt Upload for ExpenseCreates a receipt upload request for a specific card expense and returns a pre-signed S3 upload URL.
Update & manageChange and manage existing recordsView 14 actionsHide actions
  • Archive BudgetArchive a budget to mark it as inactive and prevent future expenses.
  • Archive Spend LimitArchive a spend limit in Brex.
  • Set User LimitSet or update the monthly spending limit for a Brex user.
  • Update BudgetUpdate an existing budget's configuration in Brex.
  • Update Spend Limit (V1)Tool to update a Spend Limit (budget) using the v1 API.
  • Update Card LimitsUpdate spending limits and controls for a Brex card.
  • Update Card StatusUpdate the status of a Brex card by locking, unlocking, or terminating it.
  • Update ExpenseTool to update an expense by its ID.
  • Update FieldTool to update a custom field in Brex.
  • Update Field ValuesTool to update custom field values in Brex for a specific field.
  • Update Spend LimitUpdates an existing Brex spend limit by its ID.
  • Update UserUpdate user details.
  • Update VendorTool to update vendor information in Brex.
  • Update Webhook SubscriptionUpdates an existing Brex webhook subscription's configuration.
Remove & cancelRemove records or cancel supported workView 3 actionsHide actions
  • Delete FieldTool to delete a custom field by Brex ID.
  • Delete Field ValuesDelete custom field values for a specific field.
  • Delete VendorDelete a vendor by ID.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Transfer CardTransfer a card to a different user.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Brex account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Brex

How does the agent connect to Brex?
You sign in with your own Brex account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Brex at any time.
What can the agent actually do in Brex?
The page above lists the 84 actions currently available through the Brex connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Brex included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Brex is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Brex to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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