Connect Brex to your AI agent

Finance 84 actions available

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

We set up the connection using your own Brex account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Brex

Each one is a real action the agent can take on its own, the same things a person clicking around Brex could do. Read-only by default; write actions are confirmed against your policy.

  • Add Webhook Group Members Add 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 the group. Note: W…
  • Archive Budget Archive 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 action is permanent an…
  • Archive Spend Limit Archive 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 used to authorize…
  • Create Budget Create a new budget for departments or projects.
  • 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 Card Create a new card and assign it to a user.
  • Create Department Create a new department.
  • Create Document Upload for Referral Create 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 pre-signed S3 URL tha…
  • Create Expense Create a new expense.
  • Create Custom Field Create 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 disabled as needed.
  • Create Field Values Create 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 field values for cus…
  • Create Location Create a new location.
  • Create Referral Request Tool 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 personalized signup URL. Many…
  • Create Spend Limit Tool 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 authorization settings. Optio…
  • Create Job Title Create a new job title.
  • Create User Create a new user in the Brex account.
  • Create Vendor Create 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 can optionally inclu…
  • Create Webhook Group Tool 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 available for partners.
  • Create Webhook Subscription Register 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_UPDATED, TRANSFER_P…
  • Delete Field Tool to delete a custom field by Brex ID. Use when you need to permanently remove a custom field from the system.
  • Delete Field Values Delete 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 remote_id (externa…
  • Delete Vendor Delete 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.
  • Get Account Statements Get finalized statements for the primary cash account. Returns statement history including start and end balances for each statement period.
  • Get Budget Details Get 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 Details Get detailed information about a specific card.
  • Get Card Expense Tool 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, and other expense…
  • Get Card Number Get card number, CVV, and expiration date for a specific card.
  • Get Card Transactions Get 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 retrieve additional resu…
  • Get Company Cash Accounts Retrieve 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, or get account in…
  • Get Company Details Get company information associated with the OAuth2 access token. Returns details including company ID, legal name, account type, and mailing address.
  • Get Department By ID Get detailed information about a specific department by ID. Use when you need to retrieve department details for a given department identifier.
  • Get Expense Tool 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 Field By ID Tool to retrieve a custom field by its Brex ID. Use when you need detailed information about a specific custom field.
  • Get Field Value By ID Tool to retrieve a specific field value by field ID and field value ID. Use when you need details about a custom field value.
  • Get Legal Entity Tool to retrieve a legal entity by its ID from Brex. Use when you need detailed information about a specific legal entity.
  • Get Location By ID Get detailed information about a specific location by ID. Use when you need to retrieve location details for a given location identifier.
  • Get Referral By ID Tool 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 ID Tool 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 Spend Limits Get spend limits configuration.
  • Get Title by ID Get 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 ID Get 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 transactions to find the…
  • Get Card Transactions Get card transactions from the primary Brex account. Retrieves settled card transactions including purchases, refunds, chargebacks, and collections. Returns transaction details with merchant information, amounts, dates,…
  • Get Transactions by Amount Range Get 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 transactions of spe…
  • Search Transactions by Description Search 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 range. Useful for findi…
  • Get User Limit Retrieves 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 remains available. Ret…
  • Get User Profile Get 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. Requires 'users.readonl…
  • Get Vendor By ID Tool to get vendor details by ID. Use when you need to retrieve information about a specific vendor including payment accounts.
  • Get Webhook Group Tool 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 target specific mem…
  • Get Webhook Subscription Tool 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, status) - Check if…
  • List Budget Programs Tool to list all budget programs in the organization. Use when you need to retrieve budget programs that define spend limits for eligible users.
  • List Budgets List all budgets and show available amounts across all cards.
  • List Card Accounts Tool to list all card accounts for the company. Use when you need to retrieve information about card accounts, including balances and statement periods.
  • List Cards List all cards associated with the account.
  • List Card Statements Tool 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 Departments List all departments in the organization.
  • List Expenses Tool 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 additional details.
  • List Field Values Tool 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 Legal Entities Tool 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 Locations List all locations in the organization.
  • List Referrals Tool 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 Titles List all job titles in the organization.
  • List Transfers Lists transfers for the account. Use when you need to retrieve transfer history or monitor transfer status.
  • List Trips Lists trips according to the filters passed in the query string. Use when you need to retrieve trip history or monitor trip status.
  • List Users List all users in the Brex account.
  • List Vendors List all vendors.
  • List Webhook Group Members Tool 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 Groups Tool 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. Supports paginatio…
  • List Webhook Secrets Tool 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.
  • List Webhook Subscriptions Tool 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 pagination using cursor…
  • Create Receipt Match Creates 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 allows secure file u…
  • Create Receipt Upload for Expense Creates 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 a pre-signed S3 URL…
  • Set User Limit Set 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 must be specified in…
  • Transfer Card Transfer a card to a different user.
  • Update Budget Update 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 settings. Only the f…
  • 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 Card Limits Update 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 control settings w…
  • Update Card Status Update 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 (requires lock_reason) - Un…
  • Update Expense Tool 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 Field Tool to update a custom field in Brex. Use when you need to modify a field's name or disable/enable it.
  • Update Field Values Tool 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 by brex_id (entity…
  • Update Spend Limit Updates 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, merchant restricti…
  • Update User Update user details.
  • Update Vendor Tool 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 Subscription Updates 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 reassign it to a different…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Brex account. We never see your password, and you can revoke access from Brex at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Brex questions, answered.

You sign in with your own Brex account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Brex at any time.
The actions Brex's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Brex to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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