Connect Brex to Your AI Agent

Choose expense or budget identifiers, or a transaction start date, to prepare a focused financial record review.

9 tools API key

Try a Brex Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Brex

Summarize Selected Expenses

Find expenses and inspect individual records.

/oo Brex: List Brex expenses, then read expenses [expense IDs]. Summarize the amounts, dates, and status fields returned.

Review Settled Card Transactions

Read transactions posted from an explicit starting point.

/oo Brex: List Brex settled card transactions posted on or after [RFC 3339 timestamp] for users [user IDs]. Summarize the returned transactions, preserving amounts and currencies.

Inspect a Budget

Read details for a selected budget.

/oo Brex: Read Brex budget [budget ID] and summarize its returned configuration and financial fields.

Start Working with Brex

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Brex

    Connect a Brex User Token.

    Connect Brex →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • A token with access to the company records you need.
  • Transaction listing covers settled transactions. Lists may require cursor pagination to retrieve further records.

Brex Tools

This connection reads Brex users, company information, card accounts, settled transactions, expenses, and budgets.

Transactions and Expenses

Read settled card transactions and expense records.

Budget Records

List and inspect existing budgets.

9 tools

Get Current User

Retrieve the Brex user associated with the connected user token.

brex.get_current_user

Get Company

Retrieve the Brex company associated with the connected user token.

brex.get_company

List Users

List Brex users with optional email, remote display ID, and cursor filters.

brex.list_users

List Card Accounts

List Brex card accounts for the connected company.

brex.list_card_accounts

List Primary Card Transactions

List settled transactions across all Brex card accounts with optional user and date filters.

brex.list_primary_card_transactions

List Expenses

List Brex expenses with documented filters and cursor pagination.

brex.list_expenses

Get Expense

Retrieve one Brex expense by ID.

brex.get_expense

List Budgets

List Brex budgets with cursor pagination.

brex.list_budgets

Get Budget

Retrieve one Brex budget by ID.

brex.get_budget

Frequently Asked Questions

Are pending card authorizations included?

The transaction operation lists settled transactions across card accounts. It is not a pending authorization feed.

How do I review more records?

Continue with the cursor returned by the list response when additional records are available.

Can I reimburse expenses or change budgets here?

The available operations read expense and budget records. Reimbursement and budget updates are not included.

Connect Brex

About Brex ↗