Brex

Triggers0

Things that can wake up your Brex coworker.

No triggers published for Brex yet — but you can still run it on a schedule or from a chat.

Actions20

Things your coworker can do in Brex.

• Create Spend Limit (Budget V1)

  Tool to create a new Spend Limit (Budget) in Brex. Use when you need to set up spending controls with specific limits, visibility settings, and period types.

  BREX_CREATE_BUDGET_V1
• Create Document Upload for Referral

  Create a document upload URL for a referral and return a pre-signed S3 upload URL. Use this tool when you need to upload supporting documents for a business referral application. The tool returns a pre-signed S3 URL that can be used to upload document files (PDF, JPG, PNG, etc.) up to 50 MB. The pre-signed URL expires 30 minutes after creation and can only be used for a PUT operation. Supported document types: - ARTICLES_OF_INCORPORATION: Company incorporation documents - IRS_EIN_CONFIRMATION: IRS CP 575 or 147C form (EIN confirmation letter) - IRS_EIN_APPLICATION: IRS SS4 form (Application for Employer Identification Number) - CERTIFICATE_GOOD_STANDING: Certificate of good standing from the state

  BREX_CREATE_DOCUMENT
• Create Spend Limit

  Tool to create a spend limit in Brex. Use when you need to establish spending controls with authorization settings, visibility rules, and policy associations. Requires expense policy ID and authorization settings. Optionally link to parent budget.

  BREX_CREATE_SPEND_LIMIT
• Create Vendor

  Create a new vendor in Brex for payment operations. The vendor company name must be unique within your Brex account - attempting to create a vendor with a duplicate name will result in an error. You can optionally include contact information (email, phone) and payment account details (ACH, wire transfer, or check) at creation time. Returns a vendor ID that can be used in transfer operations and other vendor-related actions.

  BREX_CREATE_VENDOR
• Create Webhook Subscription

  Register a new webhook subscription to receive real-time notifications for Brex events. This allows you to be notified via HTTPS POST requests when events occur, such as USER_UPDATED, EXPENSE_PAYMENT_UPDATED, TRANSFER_PROCESSED, TRANSFER_FAILED, and others. Note: Currently only one webhook endpoint can be registered per customer/client_id, though each endpoint can handle multiple event types. Requires 'openid' and 'offline_access' OAuth scopes, plus event-specific scopes (e.g., 'expenses.card.readonly' for EXPENSE_PAYMENT_UPDATED).

  BREX_CREATE_WEBHOOK_SUBSCRIPTION
• Get Budget Details

  Get detailed information about a specific budget. This action retrieves comprehensive budget details including balance, limits, ownership, and period information from the Brex v2 Budgets API.

  BREX_GET_BUDGET_DETAILS
• Get Card Expense

  Tool to retrieve detailed information about a specific card expense by its ID. Use when you need to get comprehensive details about a card transaction, including merchant information, amounts, status, and other expense metadata. Supports expanding additional fields like merchant MCC code, location, department, user, budget, and payment details.

  BREX_GET_CARD_EXPENSE
• Get Company Details

  Get company information associated with the OAuth2 access token. Returns details including company ID, legal name, account type, and mailing address.

  BREX_GET_COMPANY_DETAILS
• Get Expense

  Tool to get details of a specific expense by ID. Use when you need to retrieve complete information about an expense including merchant details, receipts, budget allocation, and payment status.

  BREX_GET_EXPENSE
• Get Legal Entity

  Tool to retrieve a legal entity by its ID from Brex. Use when you need detailed information about a specific legal entity.

  BREX_GET_LEGAL_ENTITY
• Get Referral By ID

  Tool to retrieve a specific referral by its ID from Brex. Use when you need to check the status of a referral or get the signup URL.

  BREX_GET_REFERRAL
• Get Spend Limit By ID

  Tool to get detailed information about a specific spend limit by its ID. Use when you need to retrieve the configuration, status, balance, or settings of a particular spend limit.

  BREX_GET_SPEND_LIMIT_BY_ID
• Get User Limit

  Retrieves the monthly spending limit and available balance for a specific Brex user. Use this action when you need to check how much a user is allowed to spend per month and how much of that limit remains available. Returns empty if no spending limit has been configured for the user.

  BREX_GET_USER_LIMIT
• Get Vendor By ID

  Tool to get vendor details by ID. Use when you need to retrieve information about a specific vendor including payment accounts.

  BREX_GET_VENDOR_BY_ID
• List Card Accounts

  Tool to list all card accounts for the company. Use when you need to retrieve information about card accounts, including balances and statement periods.

  BREX_LIST_CARD_ACCOUNTS
• List Card Statements

  Tool to list finalized statements for primary card accounts. Use when you need to retrieve statement history for primary card accounts including balances and statement periods.

  BREX_LIST_CARD_STATEMENTS
• List Expenses

  Tool to list expenses from the Brex platform. Use when you need to retrieve expenses with various filters such as user, budget, date ranges, or status. Supports pagination and expandable fields for additional details.

  BREX_LIST_EXPENSES
• List Legal Entities

  Tool to list all legal entities in the Brex account with pagination support. Use when you need to retrieve all legal entities or browse through them page by page.

  BREX_LIST_LEGAL_ENTITIES
• List Transfers

  Lists transfers for the account. Use when you need to retrieve transfer history or monitor transfer status.

  BREX_LIST_TRANSFERS
• List Webhook Secrets

  Tool to retrieve webhook signing secrets for validating incoming webhook messages from Brex. Use when you need to verify webhook authenticity. During key rotation, this may return two secrets.

  BREX_LIST_WEBHOOK_SECRETS