Brex

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.

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 metadata. Supports expanding additional fields like merchant MCC code, location, department, user, budget, and payment details.

Get company information associated with the OAuth2 access token. Returns details including company ID, legal name, account type, and mailing address.

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.

Tool to retrieve a legal entity by its ID from Brex. Use when you need detailed information about a specific legal entity.

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.

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.

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. Returns empty if no spending limit has been configured for the user.

Tool to get vendor details by ID. Use when you need to retrieve information about a specific vendor including payment 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.

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 that can be used to upload document files (PDF, JPG, PNG, etc.) up to 50 MB. The pre-signed URL expires 30 minutes after creation and can only be used for a PUT operation. Supported document types: - ARTICLES_OF_INCORPORATION: Company incorporation documents - IRS_EIN_CONFIRMATION: IRS CP 575 or 147C form (EIN confirmation letter) - IRS_EIN_APPLICATION: IRS SS4 form (Application for Employer Identification Number) - CERTIFICATE_GOOD_STANDING: Certificate of good standing from the state

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 that can be used to upload receipt files (PDF, JPG, PNG, etc.) up to 50 MB. The pre-signed URL expires 30 minutes after creation and can only be used for a PUT operation. Requirements: - The expense_id must belong to an existing card expense in the Brex system - The expense must be accessible by the authenticated user - Receipt file names should include the file extension (e.g., 'receipt.pdf', 'invoice.jpg') Note: For uploading receipts that should be automatically matched to expenses (without specifying an expense_id), use the BREX_RECEIPT_MATCH action instead.

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. Optionally link to parent budget.

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 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 include contact information (email, phone) and payment account details (ACH, wire transfer, or check) at creation time. Returns a vendor ID that can be used in transfer operations and other vendor-related actions.

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_PROCESSED, TRANSFER_FAILED, and others. Note: Currently only one webhook endpoint can be registered per customer/client_id, though each endpoint can handle multiple event types. Requires 'openid' and 'offline_access' OAuth scopes, plus event-specific scopes (e.g., 'expenses.card.readonly' for EXPENSE_PAYMENT_UPDATED).

Create a new budget for departments or projects.

Create a new card and assign it to a user.

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 a new department.

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 the smallest currency unit (e.g., cents for USD).

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.

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 restrictions, member/owner assignments, and policy associations. At least one optional field must be provided to update. Requires the spend limit ID from BREX_GET_SPEND_LIMITS or creation actions.

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.

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: Webhook groups are only available for Brex partner accounts. Requires an existing webhook group ID and valid webhook subscription IDs. Use this when you need to organize webhook subscriptions into groups for easier management of webhook events across multiple subscriptions.

Transfer a card to a different user.

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 fields you provide will be updated; all other fields remain unchanged. Common use cases: - Adjust budget amounts (increase or decrease limits) - Change budget ownership or reassign to different users - Update budget names and descriptions for clarity - Modify recurrence periods (e.g., change from MONTHLY to QUARTERLY) - Reorganize budget hierarchy by changing parent budgets

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 while leaving others unchanged. Cards with limit_type=USER inherit limits from the user and cannot be updated with this action.

Tool to update a custom field in Brex. Use when you need to modify a field's name or disable/enable it.

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 identifier), value_id (field value ID), or remote_id (external system ID). The API will update the field values and return the complete updated state including metadata like updated_at timestamps.

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 and cannot be undone.

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 new transactions.

Tool to delete a custom field by Brex ID. Use when you need to permanently remove a custom field from the system.

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 (external system ID). Use this when you need to bulk delete field values from a custom field.

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.

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) - Unlock a locked card to resume normal operation - Terminate a card permanently (cannot be undone) The action uses the appropriate Brex API endpoint based on the target status.