Brex

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 an…

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

Create a new budget for departments or projects.

Untrusted display-only summary

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.

Untrusted display-only summary

Create a new card and assign it to a user.

Untrusted display-only summary

Create a new department.

Untrusted display-only summary

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…

Untrusted display-only summary

Create a new expense.

Untrusted display-only summary

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.

Untrusted display-only summary

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 custom fields in Brex. Custom fields are used throughout Brex for categorizing expenses, cards, budgets…

Untrusted display-only summary

Create a new location.

Untrusted display-only summary

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 fields are optional; when provided, they prefill the application form for the prospect. The referra…

Untrusted display-only summary

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.

Untrusted display-only summary

Create a new job title.

Untrusted display-only summary

Create a new user in the Brex account.

Untrusted display-only summary

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…

Untrusted display-only summary

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.

Untrusted display-only summary

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 p…

Untrusted display-only summary

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

Untrusted display-only summary

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.

Untrusted display-only summary

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.

Untrusted display-only summary

Get finalized statements for the primary cash account. Returns statement history including start and end balances for each statement period.

Untrusted display-only summary

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.

Untrusted display-only summary

Get detailed information about a specific card.

Untrusted display-only summary

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, b…

Untrusted display-only summary

Get card number, CVV, and expiration date for a specific card.

Untrusted display-only summary

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 results. No server-side date filtering is supported; filter by posted_at_date client-side after fetching…

Untrusted display-only summary

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 information for transfers. Each Brex account has at least one primary cash account. Requires the 'acco…

Untrusted display-only summary

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

Untrusted display-only summary