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Integration · Payments and finance

AI agents for Brex

Read Brex card and cash account balances, card and cash transactions, expenses, cards, people, vendors, transfers and budgets, add a memo to an expense and add a vendor.

Actions
14
Read
12
Write
2

Actions

What your agents can do in Brex

14 actions. Each one is a tool your agents can call and a step your workflows can run.

Read 12

Look things up. Nothing changes.

  • Get the company

    Reads the Brex company the token belongs to.

  • List card accounts and balances

    Lists the company's Brex card accounts with their balances and limits.

  • List cash accounts and balances

    Lists the company's Brex business (cash) accounts.

  • List card transactions

    Lists settled transactions across all Brex card accounts, newest first: purchases, refunds, chargebacks, rewards and collections.

  • List cash account transactions

    Lists the transactions of one Brex cash account (find its ID with List cash accounts), optionally posted on or after a time.

  • Find expenses

    Lists Brex expenses (card, bill pay and reimbursement), filtered by user, type, status, payment status, receipt compliance or purchase dates.

  • Get an expense

    Reads one Brex expense by ID, with optional expand (merchant, user, budget, payment, receipts.download_uris, policy …).

  • Find people

    Lists the people in the Brex account, optionally by exact email or name.

  • List cards

    Lists Brex cards, optionally only one person's.

  • Find vendors

    Lists the vendors Brex pays (bill pay), optionally by name.

  • List transfers

    Lists money transfers out of Brex cash accounts (ACH, wires, cheques, book transfers), newest first.

  • List budgets

    Lists the company's Brex budgets.

Write 2

Create, change or send.

  • Set an expense's memo

    Writes the memo (the business reason) on a Brex card expense, replacing any memo it had.

  • Add a vendor

    Adds a vendor to Brex bill pay with a company name and optional email and phone; payment accounts are added in Brex.

A person can approve first

Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.

Connection

How it connects

Connect it once in the console, then give it to the agents and workflows that need it.

API key

Paste an API key from your Brex account.

What you enter

  • User token

Kept safe

  • Credentials are stored encrypted with your organization's own keys.
  • They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
  • Calls go only to the tool's own servers.

How we protect your data

Ideas

Ideas to start with

Starting points made only from the actions above. Mix them with any other tool your agents can use.

  • 01

    Ask about your Brex data

    Ask a question in plain words. The agent can get the company, list card accounts and balances or list cash accounts and balances in Brex, then answers with what it found.

  • 02

    Let an agent update Brex

    Have the agent set an expense's memo or add a vendor in Brex as part of a larger task. Turn on approval and a person signs off on each change first.

  • 03

    Share what it finds in Slack

    Give one agent Brex and Slack: it can get the company in Brex and post a summary to a Slack channel in the same run.

FAQ

Brex and MyDeepAgents

Can MyDeepAgents connect to Brex?

Yes. The Brex connector has 14 actions: 12 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.

How do I connect Brex?

Paste an API key from your Brex account. You'll need: User token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.

Can an agent change data in Brex without asking?

Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.

Can I use Brex in workflows as well as agents?

Yes. Every Brex action also works as a step in a workflow, and the same connection serves your agents and your workflows.

Early access

Put Brex to work

Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.