Brex Tools
Brex provides corporate credit cards, spend management, and financial tools tailored for startups and tech businesses to optimize cash flow, accounting, and growth
Use Brex Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Brex Tools. Choose from 84 supported Actions. Review each execution in Audit.
Connect Brex Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Finance AccountingPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Brex Add Webhook Group MembersAdd 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: Webhook groups are only available for Brex partner accounts.…
- Brex Archive BudgetArchive 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 and cannot be undone.
- Brex Archive Spend LimitArchive 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 new transactions.
- Brex Create BudgetCreate a new budget for departments or projects.
- Brex Create Budget V1Tool 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 CardCreate a new card and assign it to a user.
- Brex Create DepartmentCreate a new department.
- Brex Create DocumentCreate 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.)…
- Brex Create ExpenseCreate a new expense.
- Brex Create FieldCreate 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.
- Brex Create Field ValuesCreate 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 custom fields in Brex. Custom fields are used throughout Brex f…
- Brex Create LocationCreate a new location.
- Brex Create Referral RequestTool 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. Many fields are optional; when provided, they prefill the applic…
- Brex Create Spend LimitTool 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 TitleCreate a new job title.
- Brex Create UserCreate a new user in the Brex account.
- Brex Create VendorCreate 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 de…
- Brex Create Webhook GroupTool 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.
- Brex Create Webhook SubscriptionRegister 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…
- Brex Delete FieldTool to delete a custom field by Brex ID. Use when you need to permanently remove a custom field from the system.
- Brex Delete Field ValuesDelete 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 (external system ID). Use this when you need to bulk delete field va…
- Brex Delete VendorDelete 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.
- Brex Get Account StatementsGet finalized statements for the primary cash account. Returns statement history including start and end balances for each statement period.
- Brex Get Budget DetailsGet 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 Card DetailsGet detailed information about a specific card.
- Brex Get Card ExpenseTool 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…
- Brex Get Card NumberGet card number, CVV, and expiration date for a specific card.
- Brex Get Card TransactionsGet 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 results. No server-side date filtering is supported; filter by p…
- Brex Get Company Cash AccountsRetrieve 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 information for transfers. Each Brex account has at least one…
- +55 Actions
Provider sources
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