update_expense
Update Expense
Update a card expense in Brex. Modify the memo, category, or other editable fields on an expense. Can also be used to retrieve a specific expense by ID when no update fields are provided.
update_expense
Update a card expense in Brex. Modify the memo, category, or other editable fields on an expense. Can also be used to retrieve a specific expense by ID when no update fields are provided.
manage_vendor
Create, update, or delete a vendor in Brex. Vendors are counterparties for payments (ACH, wire, check). Use this to sync vendor records from other systems into Brex, or manage vendor payment details.
list_transfers
List payment transfers (ACH, wire, check) from your Brex cash accounts. Returns transfer details including status, amount, and counterparty information.
manage_user
Invite a new user or update an existing user in Brex. Use this to onboard employees, update their profile (name, department, location, manager), or set their monthly spend limit. To invite a new user, provide **firstName**, **lastName**, and **email** without a **userId**. To update an existing user, provide a **userId** along with the fields to update.
list_users
List users in your Brex account. Supports filtering by email and pagination. Returns user profiles including name, email, status, department, and location assignments.
list_vendors
List vendors in your Brex account. Vendors are counterparties for payments. Returns vendor details including company name and contact information.
list_expenses
List card expenses in your Brex account. Filter by update time to find recently changed expenses. Optionally expand related data like merchant, user, and budget details.
list_budgets
List budgets in your Brex account. Returns budget details including name, status, spend limits, and remaining balances for the current period.
create_transfer
Initiate a payment transfer from a Brex cash account. Supports ACH, wire, check, and book transfers. Use this to pay vendors, send wire transfers, or mail checks programmatically from your Brex business accounts.
list_cards
List cards in your Brex account. Filter by user to see all cards assigned to a specific employee. Returns card details including type, status, and spend controls.
manage_card
Create a new virtual or physical card, or update an existing card's settings. Supports creating cards with spend controls, updating spend limits, locking, unlocking, and terminating cards. Use **action** to lock, unlock, or terminate a card. Omit **action** to create or update.
list_accounts
List Brex card and cash accounts. Use **accountType** to filter by card or cash accounts. Cash accounts include balance information, account numbers, and routing details.
list_transactions
List settled transactions from Brex card or cash accounts. Use **source** to choose between card transactions (purchases, refunds, chargebacks) and cash transactions (ACH, wires, etc.). Only settled transactions are returned; pending transactions are not available.
list_departments_locations
List departments and/or locations in your Brex account. Use **resourceType** to filter by departments, locations, or retrieve both. Useful for mapping organizational structure when inviting users or managing budgets.
manage_budget
Create, update, or archive a budget in Brex. Budgets control spending with configurable limits, members, and periods. To create a budget, omit **budgetId**. To update, provide **budgetId**. To archive, set **archive** to true.
Manage corporate spending, cards, expenses, payments, and budgets on the Brex platform. Create and manage virtual and physical cards with spend limits. Invite, update, and terminate users and sync with HR systems. Manage departments, locations, and organizational structure. Initiate ACH, wire, and check payments and manage vendors. Create and adjust budgets and spend limits. View card and cash transactions, account statements, and settled financial data. Track and manage expenses with receipt matching and uploads. Automate accounting workflows with ERP integration. Create referral links and manage onboarding applications. Register webhooks for real-time notifications on expenses, transfers, referrals, user updates, and accounting events.
Common questions about connecting Brex to AI agents with Metorial.