Connect Brex to AI agents

Connect Brex to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

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.

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

Linkedin

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.

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.

Workable

Manage recruiting, hiring, and HR processes. Create and track job postings, manage candidates through hiring pipelines, and handle employee records. Create, move, disqualify, and comment on candidates. Manage requisitions with approval workflows. Retrieve offers and scheduled events like interviews. Create and manage departments. Handle employee data, documents, and time-off requests. Subscribe to webhooks for candidate, employee, and time-off events. Build custom careers pages with public job listing endpoints.

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.

Abstract

Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.

Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

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.

Connect Brex to production AI agents

See how Metorial gives Brex access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Brex to AI agents with Metorial.

  1. 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.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.