Ask your agent in plain language. Each of these maps to a real tool on the server.
update_expense
Update a card expense in Brex. Modify the memo on a card expense. The retained category input is unsupported by the current update API and is rejected. 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 contact details. The retained paymentAccountId cannot supply the complete banking payload and is rejected.
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 department, location and manager assignments, or manage their documented status transitions. Existing firstName/lastName/email update inputs and monthlySpendLimit are retained but rejected because current user updates do not document those fields or limit routes. 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 or spend limits in your Brex account. Returns names, current status and the documented planned-spend or authorization amount.
create_transfer
Initiate a vendor payment transfer from a Brex cash account. Supports vendor ACH, wire and check payment instruments. 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 track planned spend; spend limits enforce member controls. Select resourceType explicitly for spend limits. Archiving disables spending and retains history. To create a budget, omit **budgetId**. To update, provide **budgetId**. To archive, set **archive** to true.
download_expense_receipt
Download an exact receipt file for an expense. Read receipt IDs and file counts with list_expenses using expand receipts. Signed download links are renewed by reading the same expense and receipt again; no banking token is sent to the file host.
get_current_user
Get the actual user associated with the Brex token. Requires users.readonly or users access; no company identity is inferred.
get_resource
Read an exact user, card, vendor, transfer, budget, spend limit or cash account. Discover IDs with the corresponding list tool. Vendor details expose payment instrument identifiers without banking numbers; transfers are read without initiating a payment.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.
Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.
Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.
Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.
Manage FreeAgent contacts, invoices, estimates, supplier bills, expenses, projects, tasks, and timeslips. Browse bank accounts and transactions, identify the connected user, download invoice PDFs, and retrieve financial reports.
Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Refund sales, revoke or restore buyer access, and track payouts. Verify, enable, disable, and decrement license keys for purchase validation. Draft, schedule, and send audience emails to customers and followers. Read product reviews and access authenticated user profile information.
Read and manage Brex users, cards, vendors, budgets and spend limits. Inspect card expenses, transactions, accounts and transfer status, download exact receipt files, and initiate explicitly requested vendor payments. Availability depends on the account role, scopes and enabled Brex products.
Common questions about connecting Brex to AI agents with Metorial.
