Team
Shared credential for production and unattended runs.
Connect Brex with Hookshot™ and your stack
Brex provides corporate credit cards, spend management, and financial tools tailored for startups and tech businesses to optimize cash flow, accounting, and growth
Tools and triggers
What Agents can do in Brex
Available tools and events after Brex is connected.
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Add Webhook Group Members
Add webhook subscription members to a webhook group. This action associates one or more webhook subscriptions with an existing webhook group, allowing those subscriptions to receive events targeted at the group. Note…
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Archive Budget
Archive a budget to mark it as inactive and prevent future expenses. Archives the specified budget, making it unusable for new transactions and removing it from active budget lists in the UI. This action is permanent…
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Archive Spend Limit
Archive a spend limit in Brex. Archives an existing spend limit to remove it from active use, making it unusable for future expenses and hiding it from the UI. Once archived, the spend limit cannot be used to authorize…
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Create Budget
Create a new budget for departments or projects.
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Create Card
Create a new card and assign it to a user.
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Create Custom Field
Create a new custom field in Brex. Use when you need to add custom metadata fields for accounting or ERP integrations. Fields can be associated with specific integrations and can be enabled or disabled as needed.
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Create Department
Create a new department.
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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…
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Create Expense
Create a new expense.
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Create Field Values
Create custom field values for a specific Brex field. Use when you need to add new dropdown options or values to a custom field (up to 1000 values per request). This action allows you to bulk-create field values for…
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Create Job Title
Create a new job title.
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Create Location
Create a new location.
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Create Receipt Match
Creates a receipt match request and returns a pre-signed S3 upload URI. Use this when you need to upload a receipt that will be automatically matched to existing Brex card expenses. The returned URI allows secure file…
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Create Receipt Upload for Expense
Creates a receipt upload request for a specific card expense and returns a pre-signed S3 upload URL. Use this tool when you need to attach a receipt to an existing Brex card expense. The tool returns a pre-signed S3…
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Create Referral Request
Tool to create a new referral to Brex for onboarding. Use when you want to refer a prospect to Brex and get a personalized application link. The response contains a unique referral ID and a personalized signup URL…
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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…
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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.
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Create User
Create a new user in the Brex account.
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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…
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Create Webhook Group
Tool to create a webhook group for targeting webhook subscriptions. Use when you need to create a webhook group to organize webhook subscriptions for specific members. Webhook groups are only available for partners.
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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…
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Delete Field
Tool to delete a custom field by Brex ID. Use when you need to permanently remove a custom field from the system.
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Delete Field Values
Delete custom field values for a specific field. You can delete up to 1000 values at once. Each value must be identified by exactly one of: brex_id (Brex-generated ID), value_id (value identifier), or remote_id…
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Delete Vendor
Delete a vendor by ID. Use this when you need to remove a vendor from the system. The vendor must exist and not have any pending transactions or dependencies.
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Get Account Statements
Get finalized statements for the primary cash account. Returns statement history including start and end balances for each statement period.
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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.
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Get Card Details
Get detailed information about a specific card.
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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…
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Get Card Number
Get card number, CVV, and expiration date for a specific card.
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Get Card Transactions
Get settled card transactions for the primary card account. Returns purchases, refunds, and chargebacks that have been posted/settled. Use the next_cursor field in the response for pagination to retrieve additional…
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Get Card Transactions
Get card transactions from the primary Brex account. Retrieves settled card transactions including purchases, refunds, chargebacks, and collections. Returns transaction details with merchant information, amounts…
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Get Company Cash Accounts
Retrieve all cash (deposit) accounts for the company. Returns account details including balances, account numbers, routing numbers, and status. Use this to view available cash accounts, check balances, or get account…
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Get Company Details
Get company information associated with the OAuth2 access token. Returns details including company ID, legal name, account type, and mailing address.
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Get Department by ID
Get detailed information about a specific department by ID. Use when you need to retrieve department details for a given department identifier.
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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.
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Get Field by ID
Tool to retrieve a custom field by its Brex ID. Use when you need detailed information about a specific custom field.
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Get Field Value by ID
Tool to retrieve a specific field value by field ID and field value ID. Use when you need details about a custom field value.
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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.
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Get Location by ID
Get detailed information about a specific location by ID. Use when you need to retrieve location details for a given location identifier.
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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.
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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.
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Get Spend Limits
Get spend limits configuration.
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Get Title by ID
Get detailed information about a specific job title by ID. Use when you need to retrieve title details for a given title identifier.
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Get Transaction by ID
Get details of a specific transaction by ID. Retrieves detailed information about a card transaction including amount, merchant details, dates, and metadata. This action searches through recent transactions to find the…
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Get Transactions by Amount Range
Get card transactions filtered by amount range and date period. This action retrieves settled card transactions within a specified amount range (min to max in USD) and date period. Useful for finding transactions of…
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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…
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Get User Profile
Get user profile information from Brex Team API. Returns the user profile associated with the OAuth2 access token when using 'me', or retrieves a specific user's profile when providing a user ID. Requires…
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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.
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Get Webhook Group
Tool to retrieve details of a specific webhook group by ID. Use when you need to get information about a webhook group including its name and identifier. Webhook groups allow webhook subscriptions to target specific…
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Get Webhook Subscription
Tool to retrieve details of a specific webhook subscription by ID. Use this when you need to: - Get information about an existing webhook subscription - Verify webhook configuration (URL, event types, status) - Check…
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List Budget Programs
Tool to list all budget programs in the organization. Use when you need to retrieve budget programs that define spend limits for eligible users.
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List Budgets
List all budgets and show available amounts across all cards.
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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.
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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.
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List Cards
List all cards associated with the account.
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List Departments
List all departments in the organization.
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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.
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List Field Values
Tool to list values under a custom field. Use when you need to retrieve all values defined for a specific custom field, optionally filtering by Brex ID, value ID, remote ID, or value string.
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List Job Titles
List all job titles in the organization.
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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.
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List Locations
List all locations in the organization.
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List Referrals
Tool to list all referrals created in the Brex account. Use when you need to view or manage customer referrals. Note: This endpoint only returns active referrals and does not include expired ones.
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List Transfers
Lists transfers for the account. Use when you need to retrieve transfer history or monitor transfer status.
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List Trips
Lists trips according to the filters passed in the query string. Use when you need to retrieve trip history or monitor trip status.
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List Users
List all users in the Brex account.
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List Vendors
List all vendors.
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List Webhook Group Members
Tool to list all members of a webhook group. Use when you need to retrieve the webhook subscriptions that are members of a specific webhook group. Supports pagination using cursor and limit parameters.
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List Webhook Groups
Tool to list all webhook groups. Use when you need to retrieve all webhook groups in the system. Webhook groups allow subscriptions to target specific members and are only available for Brex partners. Supports…
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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.
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List Webhook Subscriptions
Tool to list all registered webhook subscriptions. Use when you need to retrieve all webhook subscriptions configured in the Brex account, including their URLs, event types, and status. Supports pagination using cursor…
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Search Transactions by Description
Search and filter card transactions by description text. This action retrieves transactions from the primary card account and filters them by description (case-insensitive partial match) and date range. Useful for…
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Set User Limit
Set or update the monthly spending limit for a Brex user. The limit controls the maximum amount the user can spend per month. Set monthly_limit to null to remove an existing limit. The limit amount must be specified in…
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Transfer Card
Transfer a card to a different user.
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Update Budget
Update an existing budget's configuration in Brex. This action allows you to modify budget properties such as name, description, amount limits, ownership, parent budget relationships, and recurrence settings. Only the…
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Update Card Limits
Update spending limits and controls for a Brex card. This action allows you to modify the spending limits, duration, and lock date for cards that have limit_type=CARD. You can update one or more spend control settings…
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Update Card Status
Update the status of a Brex card by locking, unlocking, or terminating it. This action provides a unified interface for card status management: - Lock a card to temporarily block transactions (requires lock_reason) -…
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Update Expense
Tool to update an expense by its ID. Use when you need to modify expense details such as memo, location, department, or category. You can update one or multiple fields in a single request.
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Update Field
Tool to update a custom field in Brex. Use when you need to modify a field's name or disable/enable it.
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Update Field Values
Tool to update custom field values in Brex for a specific field. Use when you need to modify existing field values, supporting batch updates of up to 1000 values at once. Each value can be identified by brex_id (entity…
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Update Spend Limit
Updates an existing Brex spend limit by its ID. Allows modifying spend limit properties including name, description, status (ACTIVE/INACTIVE), period settings, authorization controls, spending limits, merchant…
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Update Spend Limit (V1)
Tool to update a Spend Limit (budget) using the v1 API. Use when you need to modify budget details such as name, description, owners, members, limits, or date ranges.
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Update User
Update user details.
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Update Vendor
Tool to update vendor information in Brex. Use when you need to modify vendor details such as company name, email, phone, payment accounts, or beneficiary information.
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Update Webhook Subscription
Updates an existing Brex webhook subscription's configuration. You can modify the webhook URL endpoint, change which event types trigger notifications, activate/deactivate the subscription, or reassign it to a…
Setup
Connect Brex in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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