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.
Supported Tools
manage_vendor
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 Transfers
List payment transfers (ACH, wire, check) from your Brex cash accounts. Returns transfer details including status, amount, and counterparty information.
manage_user
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
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
List vendors in your Brex account. Vendors are counterparties for payments. Returns vendor details including company name and contact information.
list_expenses
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
List budgets in your Brex account. Returns budget details including name, status, spend limits, and remaining balances for the current period.
create_transfer
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
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
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 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 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 & 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
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.
More integrations teams use with Brex
Zoho
Manage core Zoho workflows across CRM, Desk, Books, People, and Projects. Retrieve, search, create, update, delete, and inspect related CRM records. Manage Desk tickets and contacts. Work with Books organizations, invoices, contacts, and expenses. List People forms and manage form/employee, leave, and attendance data. Discover Projects portals and manage projects, tasks, and milestones.
Quickbooks
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.
Square
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.
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.
Stripe
Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.
Shopify
Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.
Technical notes for Brex
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.
Frequently asked questions
Common questions about connecting Brex to AI agents with Metorial.
Can Metorial connect Brex to AI agents?
Yes. Metorial connects AI agents to Brex through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Brex integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Brex?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Brex activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.