Brex

Brex is the AI-powered spend platform that gives companies corporate cards, expense management, banking, and bill pay in one place. Finance teams use Brex to control spend with budgets and spend limits, automate expense review, and keep every transaction reconciled with receipts and memos.

With the Brex integration in Sim, your agents can work directly with your company's spend data:

  • Expenses: List and filter expenses by status, owner, or purchase date, fetch full expense details (merchant, amounts, receipts), and update expense memos.
  • Receipts: Upload a receipt file straight onto a specific card expense, or let Brex automatically match an uploaded receipt to the right expense.
  • Transactions and accounts: Pull settled card transactions, cash account transactions, account balances, and finalized statements for reporting and reconciliation.
  • Budgets and spend limits: Read budgets and spend limits — including current period balances — to power utilization reports and proactive alerts.
  • Team: Look up users, departments, locations, titles, and cards to enrich spend data with organizational context.
  • Payments: Track vendors and money transfers to monitor payment status end to end.

Authentication uses a Brex user token, which you can generate from Developer → Settings in your Brex dashboard. The integration is intentionally read-focused: it never moves money, issues cards, or exposes card numbers.

Usage Instructions

Integrates Brex into the workflow. List and update expenses, upload and match receipts, view card and cash transactions, accounts, budgets, spend limits, vendors, transfers, and team data.

Actions

brex_list_expenses

List expenses in the Brex account with optional filters for user, status, payment status, and purchase date range

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
userIdsstringNoComma-separated user IDs to filter expenses by owner
statusesstringNoComma-separated expense statuses to filter by: DRAFT, SUBMITTED, APPROVED, OUT_OF_POLICY, VOID, CANCELED, SPLIT, SETTLED
paymentStatusesstringNoComma-separated payment statuses to filter by: NOT_STARTED, PROCESSING, CANCELED, DECLINED, CLEARED, REFUNDING, REFUNDED, CASH_ADVANCE, CREDITED, AWAITING_PAYMENT, SCHEDULED
purchasedAtStartstringNoOnly include expenses purchased at or after this ISO 8601 timestamp
purchasedAtEndstringNoOnly include expenses purchased at or before this ISO 8601 timestamp
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of expenses to return (max 100)

Output

ParameterTypeDescription
itemsarrayExpenses matching the filters
idstringUnique expense ID
memostringMemo on the expense
statusstringExpense status (DRAFT, SUBMITTED, APPROVED, OUT_OF_POLICY, VOID, CANCELED, SPLIT, SETTLED)
payment_statusstringPayment status (NOT_STARTED, PROCESSING, CANCELED, DECLINED, CLEARED, REFUNDING, REFUNDED, CASH_ADVANCE, CREDITED, AWAITING_PAYMENT, SCHEDULED)
expense_typestringExpense type (CARD, BILLPAY, REIMBURSEMENT, CLAWBACK, UNSET)
categorystringExpense category (e.g., RESTAURANTS, RECURRING_SOFTWARE_AND_SAAS, AIRLINE_EXPENSES)
merchantjsonMerchant details
raw_descriptorstringRaw merchant descriptor
mccstringMerchant category code
countrystringMerchant country
userjsonUser who made the expense
idstringUser ID
first_namestringFirst name
last_namestringLast name
budgetjsonBudget the expense belongs to
idstringBudget ID
namestringBudget name
departmentjsonDepartment of the expense owner
idstringDepartment ID
namestringDepartment name
locationjsonLocation of the expense owner
idstringLocation ID
namestringLocation name
original_amountjsonOriginal transaction amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
billing_amountjsonAmount billed to the account
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
purchased_amountjsonAmount at the time of purchase
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
receiptsarrayReceipts attached to the expense
idstringReceipt ID
download_urisarrayPre-signed receipt download URLs
purchased_atstringPurchase timestamp (ISO 8601)
updated_atstringLast update timestamp (ISO 8601)
dashboard_urlstringLink to the expense in the Brex dashboard
nextCursorstringCursor for fetching the next page of results

brex_get_expense

Get a single Brex expense by its ID, including merchant, user, and receipt details

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
expenseIdstringYesID of the expense to fetch

Output

ParameterTypeDescription
idstringUnique expense ID
memostringMemo on the expense
statusstringExpense status (DRAFT, SUBMITTED, APPROVED, OUT_OF_POLICY, VOID, CANCELED, SPLIT, SETTLED)
paymentStatusstringPayment status (NOT_STARTED, PROCESSING, CANCELED, DECLINED, CLEARED, REFUNDING, REFUNDED, CASH_ADVANCE, CREDITED, AWAITING_PAYMENT, SCHEDULED)
expenseTypestringExpense type (CARD, BILLPAY, REIMBURSEMENT, CLAWBACK, UNSET)
categorystringExpense category (e.g., RESTAURANTS, RECURRING_SOFTWARE_AND_SAAS, AIRLINE_EXPENSES)
merchantIdstringMerchant ID
merchantjsonMerchant details (raw descriptor, MCC, country)
raw_descriptorstringRaw merchant descriptor
mccstringMerchant category code
countrystringMerchant country
budgetIdstringBudget ID
budgetjsonBudget the expense belongs to
idstringBudget ID
namestringBudget name
departmentIdstringDepartment ID
departmentjsonDepartment of the expense owner
idstringDepartment ID
namestringDepartment name
locationIdstringLocation ID
locationjsonLocation of the expense owner
idstringLocation ID
namestringLocation name
userIdstringID of the user who made the expense
userjsonUser who made the expense
idstringUser ID
first_namestringFirst name
last_namestringLast name
originalAmountjsonOriginal transaction amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
billingAmountjsonAmount billed to the account
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
purchasedAmountjsonAmount at the time of purchase
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
usdEquivalentAmountjsonUSD equivalent amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
purchasedAtstringPurchase timestamp (ISO 8601)
updatedAtstringLast update timestamp (ISO 8601)
paymentPostedAtstringTimestamp the payment was posted (ISO 8601)
receiptsarrayReceipts attached to the expense
idstringReceipt ID
download_urisarrayPre-signed receipt download URLs
dashboardUrlstringLink to the expense in the Brex dashboard

brex_update_expense

Update the memo of a Brex card expense

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
expenseIdstringYesID of the card expense to update
memostringYesNew memo for the expense

Output

ParameterTypeDescription
idstringUnique expense ID
memostringUpdated memo on the expense
statusstringExpense status (DRAFT, SUBMITTED, APPROVED, OUT_OF_POLICY, VOID, CANCELED, SPLIT, SETTLED)
paymentStatusstringPayment status (NOT_STARTED, PROCESSING, CANCELED, DECLINED, CLEARED, REFUNDING, REFUNDED, CASH_ADVANCE, CREDITED, AWAITING_PAYMENT, SCHEDULED)
categorystringExpense category (e.g., RESTAURANTS, RECURRING_SOFTWARE_AND_SAAS, AIRLINE_EXPENSES)
merchantIdstringMerchant ID
budgetIdstringBudget ID
originalAmountjsonOriginal transaction amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
billingAmountjsonAmount billed to the account
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
purchasedAtstringPurchase timestamp (ISO 8601)
updatedAtstringLast update timestamp (ISO 8601)

brex_upload_receipt

Upload a receipt file and attach it to a specific Brex card expense

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
expenseIdstringYesID of the card expense to attach the receipt to
filefileYesReceipt file to upload (max 50 MB)
receiptNamestringNoReceipt file name including extension (defaults to the uploaded file name)

Output

ParameterTypeDescription
receiptIdstringUnique identifier of the receipt upload
receiptNamestringName the receipt was uploaded with
expenseIdstringID of the expense the receipt was attached to

brex_match_receipt

Upload a receipt file and let Brex automatically match it with existing expenses

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
filefileYesReceipt file to upload (max 50 MB)
receiptNamestringNoReceipt file name including extension (defaults to the uploaded file name)

Output

ParameterTypeDescription
receiptIdstringUnique identifier of the receipt match request
receiptNamestringName the receipt was uploaded with
expenseIdstringAlways null for receipt match (Brex matches the receipt asynchronously)

brex_list_card_transactions

List settled card transactions for all Brex card accounts

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
userIdsstringNoComma-separated user IDs to filter transactions by cardholder
postedAtStartstringNoOnly include transactions posted at or after this ISO 8601 timestamp
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of transactions to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarraySettled card transactions
idstringUnique transaction ID
card_idstringID of the card used
descriptionstringTransaction description
amountjsonTransaction amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
initiated_at_datestringDate the transaction was initiated
posted_at_datestringDate the transaction was posted
typestringTransaction type (PURCHASE, REFUND, CHARGEBACK, REWARDS_CREDIT, COLLECTION, BNPL_FEE)
merchantjsonMerchant details
raw_descriptorstringRaw merchant descriptor
mccstringMerchant category code
countrystringMerchant country
expense_idstringAssociated expense ID
nextCursorstringCursor for fetching the next page of results

brex_list_cash_transactions

List transactions for a Brex cash account

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
accountIdstringYesID of the cash account to list transactions for
postedAtStartstringNoOnly include transactions posted at or after this ISO 8601 timestamp
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of transactions to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayCash account transactions
idstringUnique transaction ID
descriptionstringTransaction description
amountjsonTransaction amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
initiated_at_datestringDate the transaction was initiated
posted_at_datestringDate the transaction was posted
typestringTransaction type
transfer_idstringAssociated transfer ID
nextCursorstringCursor for fetching the next page of results

brex_list_card_accounts

List all Brex card accounts with balances and limits

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)

Output

ParameterTypeDescription
accountsarrayCard accounts
idstringUnique account ID
statusstringAccount status
current_balancejsonCurrent balance
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
available_balancejsonAvailable balance
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
account_limitjsonAccount limit
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
current_statement_periodjsonCurrent statement period (start_date, end_date)

brex_list_cash_accounts

List all Brex cash accounts with balances and account details

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of accounts to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayCash accounts
idstringUnique account ID
namestringAccount name
statusstringAccount status
current_balancejsonCurrent balance
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
available_balancejsonAvailable balance
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
account_numberstringBank account number
routing_numberstringBank routing number
primarybooleanWhether this is the primary cash account
nextCursorstringCursor for fetching the next page of results

brex_get_cash_account

Get a Brex cash account by ID, or the primary cash account when no ID is provided

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
accountIdstringNoID of the cash account (defaults to the primary cash account)

Output

ParameterTypeDescription
idstringUnique account ID
namestringAccount name
statusstringAccount status
currentBalancejsonCurrent balance
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
availableBalancejsonAvailable balance
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
accountNumberstringBank account number
routingNumberstringBank routing number
primarybooleanWhether this is the primary cash account

brex_list_card_statements

List finalized statements for the primary Brex card account

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of statements to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayFinalized card account statements
idstringUnique statement ID
start_balancejsonBalance at the start of the period
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
end_balancejsonBalance at the end of the period
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
periodjsonStatement period (start_date, end_date)
nextCursorstringCursor for fetching the next page of results

brex_list_cash_statements

List finalized statements for a Brex cash account

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
accountIdstringYesID of the cash account to list statements for
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of statements to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayFinalized cash account statements
idstringUnique statement ID
start_balancejsonBalance at the start of the period
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
end_balancejsonBalance at the end of the period
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
periodjsonStatement period (start_date, end_date)
nextCursorstringCursor for fetching the next page of results

brex_list_users

List users in the Brex account, optionally filtered by email

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
emailstringNoFilter users by exact email address
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of users to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayUsers in the Brex account
idstringUnique user ID
first_namestringFirst name
last_namestringLast name
emailstringEmail address
statusstringUser status (INVITED, ACTIVE, CLOSED, DISABLED, DELETED, PENDING_ACTIVATION, INACTIVE, ARCHIVED)
manager_idstringID of the manager
department_idstringDepartment ID
location_idstringLocation ID
title_idstringTitle ID
nextCursorstringCursor for fetching the next page of results

brex_get_user

Get a Brex user by their ID

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
userIdstringYesID of the user to fetch

Output

ParameterTypeDescription
idstringUnique user ID
firstNamestringFirst name
lastNamestringLast name
emailstringEmail address
statusstringUser status (INVITED, ACTIVE, CLOSED, DISABLED, DELETED, PENDING_ACTIVATION, INACTIVE, ARCHIVED)
managerIdstringID of the manager
departmentIdstringDepartment ID
locationIdstringLocation ID
titleIdstringTitle ID

brex_get_current_user

Get the Brex user associated with the API token

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)

Output

ParameterTypeDescription
idstringUnique user ID
firstNamestringFirst name
lastNamestringLast name
emailstringEmail address
statusstringUser status (INVITED, ACTIVE, CLOSED, DISABLED, DELETED, PENDING_ACTIVATION, INACTIVE, ARCHIVED)
managerIdstringID of the manager
departmentIdstringDepartment ID
locationIdstringLocation ID
titleIdstringTitle ID

brex_list_departments

List departments in the Brex account, optionally filtered by name

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
namestringNoFilter departments by name
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of departments to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayDepartments in the Brex account
idstringUnique department ID
namestringDepartment name
descriptionstringDepartment description
nextCursorstringCursor for fetching the next page of results

brex_list_locations

List locations in the Brex account, optionally filtered by name

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
namestringNoFilter locations by name
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of locations to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayLocations in the Brex account
idstringUnique location ID
namestringLocation name
descriptionstringLocation description
nextCursorstringCursor for fetching the next page of results

brex_list_titles

List job titles in the Brex account, optionally filtered by name

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
namestringNoFilter titles by name
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of titles to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayJob titles in the Brex account
idstringUnique title ID
namestringTitle name
nextCursorstringCursor for fetching the next page of results

brex_list_cards

List cards in the Brex account, optionally filtered by card owner

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
userIdstringNoFilter cards by the ID of the card owner
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of cards to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayCards in the Brex account
idstringUnique card ID
ownerjsonCard owner (type, user_id)
statusstringCard status
last_fourstringLast four digits of the card number
card_namestringCard name
card_typestringCard type (VIRTUAL or PHYSICAL)
limit_typestringLimit type (CARD or USER)
spend_controlsjsonSpend controls on the card
billing_addressjsonBilling address of the card
expiration_datejsonCard expiration date (month, year)
budget_idstringAssociated budget ID
nextCursorstringCursor for fetching the next page of results

brex_get_company

Get the Brex company associated with the API token

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)

Output

ParameterTypeDescription
idstringUnique company ID
legalNamestringLegal name of the company
mailingAddressjsonCompany mailing address (line1, line2, city, state, country, postal_code)
accountTypestringBrex account type (BREX_CLASSIC or BREX_EMPOWER)

brex_list_budgets

List budgets in the Brex account

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of budgets to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayBudgets in the Brex account
budget_idstringUnique budget ID
account_idstringAccount ID the budget belongs to
namestringBudget name
descriptionstringBudget description
parent_budget_idstringParent budget ID
owner_user_idsarrayUser IDs of the budget owners
period_recurrence_typestringBudget period recurrence (WEEKLY, MONTHLY, QUARTERLY, YEARLY, ONE_TIME)
start_datestringBudget start date
end_datestringBudget end date
amountjsonBudget amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
spend_budget_statusstringBudget status
limit_typestringBudget limit type
nextCursorstringCursor for fetching the next page of results

brex_get_budget

Get a Brex budget by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
budgetIdstringYesID of the budget to fetch

Output

ParameterTypeDescription
budgetIdstringUnique budget ID
accountIdstringAccount ID the budget belongs to
namestringBudget name
descriptionstringBudget description
parentBudgetIdstringParent budget ID
ownerUserIdsarrayUser IDs of the budget owners
periodRecurrenceTypestringBudget period recurrence (WEEKLY, MONTHLY, QUARTERLY, YEARLY, ONE_TIME)
startDatestringBudget start date
endDatestringBudget end date
amountjsonBudget amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
spendBudgetStatusstringBudget status (ACTIVE, ARCHIVED, DELETED, EXPIRED)
limitTypestringBudget limit type (HARD or SOFT)

brex_list_spend_limits

List spend limits in the Brex account, optionally filtered by member user

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
memberUserIdsstringNoComma-separated user IDs to filter spend limits by member
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of spend limits to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarraySpend limits in the Brex account
idstringUnique spend limit ID
account_idstringAccount ID the spend limit belongs to
namestringSpend limit name
descriptionstringSpend limit description
parent_budget_idstringParent budget ID
statusstringSpend limit status
period_recurrence_typestringPeriod recurrence (PER_WEEK, PER_MONTH, PER_QUARTER, PER_YEAR, ONE_TIME)
spend_typestringSpend type of the limit
owner_user_idsarrayUser IDs of the spend limit owners
member_user_idsarrayUser IDs of the spend limit members
current_period_balancejsonSpend and rollover amounts for the current period
start_datestringStart date of the current period
end_datestringEnd date of the current period
start_timestringStart time of the current period (ISO 8601)
end_timestringEnd time of the current period (ISO 8601)
amount_spentjsonAmount spent in the current period
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
rollover_amountjsonAmount rolled over from previous periods
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
nextCursorstringCursor for fetching the next page of results

brex_get_spend_limit

Get a Brex spend limit by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
spendLimitIdstringYesID of the spend limit to fetch

Output

ParameterTypeDescription
idstringUnique spend limit ID
accountIdstringAccount ID the spend limit belongs to
namestringSpend limit name
descriptionstringSpend limit description
parentBudgetIdstringParent budget ID
statusstringSpend limit status (ACTIVE, EXPIRED, ARCHIVED, DELETED)
periodRecurrenceTypestringPeriod recurrence (PER_WEEK, PER_MONTH, PER_QUARTER, PER_YEAR, ONE_TIME)
spendTypestringSpend type of the limit
startDatestringSpend limit start date
endDatestringSpend limit end date
ownerUserIdsarrayUser IDs of the spend limit owners
memberUserIdsarrayUser IDs of the spend limit members
currentPeriodBalancejsonSpend and rollover amounts for the current period
start_datestringStart date of the current period
end_datestringEnd date of the current period
start_timestringStart time of the current period (ISO 8601)
end_timestringEnd time of the current period (ISO 8601)
amount_spentjsonAmount spent in the current period
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
rollover_amountjsonAmount rolled over from previous periods
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
authorizationSettingsjsonAuthorization settings (base limit, authorization type, rollover refresh)

brex_list_vendors

List vendors in the Brex account, optionally filtered by name

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
namestringNoFilter vendors by name
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of vendors to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayVendors in the Brex account
idstringUnique vendor ID
company_namestringVendor company name
emailstringVendor email address
phonestringVendor phone number
payment_accountsarrayPayment accounts associated with the vendor
nextCursorstringCursor for fetching the next page of results

brex_get_vendor

Get a Brex vendor by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
vendorIdstringYesID of the vendor to fetch

Output

ParameterTypeDescription
idstringUnique vendor ID
companyNamestringVendor company name
emailstringVendor email address
phonestringVendor phone number
paymentAccountsarrayPayment accounts associated with the vendor

brex_list_transfers

List money transfers in the Brex account

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
cursorstringNoPagination cursor from a previous response
limitstringNoNumber of transfers to return (default 100, max 1000)

Output

ParameterTypeDescription
itemsarrayTransfers in the Brex account
idstringUnique transfer ID
counterpartyjsonTransfer counterparty details
descriptionstringTransfer description
payment_typestringPayment type (ACH, DOMESTIC_WIRE, CHEQUE, INTERNATIONAL_WIRE, BOOK_TRANSFER, STABLECOIN)
amountjsonTransfer amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
process_datestringDate the transfer processes
originating_accountjsonAccount the transfer originates from
statusstringTransfer status (PROCESSING, SCHEDULED, PENDING_APPROVAL, FAILED, PROCESSED)
cancellation_reasonstringReason the transfer was canceled
estimated_delivery_datestringEstimated delivery date
creator_user_idstringID of the user who created the transfer
created_atstringCreation timestamp
display_namestringTransfer display name
external_memostringExternal memo
nextCursorstringCursor for fetching the next page of results

brex_get_transfer

Get a Brex money transfer by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesBrex user token (generated from Developer Settings in the Brex dashboard)
transferIdstringYesID of the transfer to fetch

Output

ParameterTypeDescription
idstringUnique transfer ID
counterpartyjsonTransfer counterparty details
descriptionstringTransfer description
paymentTypestringPayment type (ACH, DOMESTIC_WIRE, CHEQUE, INTERNATIONAL_WIRE, BOOK_TRANSFER, STABLECOIN)
amountjsonTransfer amount
amountnumberAmount in the smallest unit of the currency (e.g., cents for USD)
currencystringISO 4217 currency code (e.g., USD)
processDatestringDate the transfer processes
originatingAccountjsonAccount the transfer originates from
statusstringTransfer status (PROCESSING, SCHEDULED, PENDING_APPROVAL, FAILED, PROCESSED)
cancellationReasonstringReason the transfer was canceled
estimatedDeliveryDatestringEstimated delivery date
creatorUserIdstringID of the user who created the transfer
createdAtstringCreation timestamp
displayNamestringTransfer display name
externalMemostringExternal memo

On this page