> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Brex **Authentication:** OAuth or client credentials. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * List all expenses over \$500 awaiting review and draft a summary for the finance channel. * Issue a virtual card with a \$2,000 monthly limit for a new contractor. * Pull budget burn for the `Q3 Offsite` budget and flag whether projected spend exceeds the cap. ## Available Tools #### create\_accounting\_integration Create a new accounting system integration (alpha feature - may be restricted) #### disconnect\_accounting\_integration Disconnect an accounting system integration (alpha feature - may be restricted) #### reactivate\_accounting\_integration Reactivate a disconnected accounting system integration (alpha feature - may be restricted) #### list\_accounting\_records List accounting records #### get\_accounting\_record Get a specific accounting record #### report\_accounting\_export\_results Report results of an accounting export (success or failure) (alpha feature - may be restricted) #### list\_budget\_programs List all budget programs in the company #### get\_budget\_program Get a specific budget program by ID #### list\_budgets List all budgets in the company #### create\_budget Create a budget. Requires parent\_budget\_id (call list\_budgets first to get a parent, e.g #### get\_budget Get a specific budget by ID #### update\_budget Update a budget's name, description, or limit #### archive\_budget Archive a budget (mark as inactive) #### list\_spend\_limits List all spend limits #### create\_spend\_limit Create a new spend limit for a budget or user #### get\_spend\_limit Get a specific spend limit by ID #### update\_spend\_limit Update a spend limit's name, description, or base limit amount #### archive\_spend\_limit Archive a spend limit (mark as inactive) #### list\_cards List Brex cards. Filter by user\_id and use cursor/limit for pagination #### get\_card Get a specific card by ID #### create\_card Create a new card. Use list\_users to find a valid owner user ID #### update\_card Update a card's spend controls and metadata #### lock\_card Lock a card. Provide a reason from the enum (CARD\_DAMAGED, CARD\_LOST, etc.) #### unlock\_card Unlock a locked card #### terminate\_card Terminate a card permanently #### get\_company Get the Brex company the credential belongs to, including its legal name, mailing address, and account type (BREX\_CLASSIC or BREX\_EMPOWER) #### list\_departments List Brex departments #### get\_department Get a specific department by ID #### create\_department Create a new department #### list\_expenses List expenses, filtering server-side by status, payment status, expense type, user, budget, or a purchased/updated/payment-posted date range #### get\_expense Get a specific expense by ID #### update\_expense Update a card expense's memo #### create\_receipt\_match Register a receipt so Brex auto-matches it to a card expense by amount and date #### create\_receipt\_upload Get a presigned URL to upload a receipt for a specific card expense #### list\_locations List Brex locations. Filter by name and use cursor/limit for pagination #### get\_location Get a specific location by ID #### create\_location Create a new location #### list\_referrals List all onboarding referrals created by this application #### get\_referral Get an onboarding referral by ID, including its signup URL and status #### create\_referral Create an onboarding referral (partner API) #### list\_vendors List all vendors in the company #### create\_vendor Create a new vendor. #### get\_vendor Get a specific vendor by ID #### update\_vendor Update a vendor's name, email, phone, or beneficiary name #### delete\_vendor Delete a vendor by ID #### list\_transfers List all transfers. Use cursor/limit for pagination #### create\_transfer Create an outgoing transfer #### get\_transfer Get a specific transfer by ID #### create\_incoming\_transfer Pull funds into a Brex account #### list\_linked\_accounts List linked bank accounts eligible to fund ACH transfers into Brex #### list\_titles List Brex job titles #### get\_title Get a specific title by ID #### create\_title Create a new job title #### list\_card\_accounts List all card accounts in the company #### list\_card\_statements List statements for the company's card account, newest period first #### list\_cash\_accounts List all cash accounts in the company, with balances #### get\_primary\_cash\_account Get the primary cash account for the company #### get\_cash\_account Get a specific cash account by ID, with balances #### list\_cash\_statements List statements for a cash account #### list\_card\_transactions List card transactions for the company #### list\_cash\_transactions List transactions for a cash account #### list\_trips List company trips. Use last\_updated\_after to fetch only trips changed since a timestamp (RFC 3339, e.g #### get\_trip Get a specific trip by ID #### list\_trip\_bookings List all bookings for a trip #### get\_trip\_booking Get a specific trip booking by ID #### list\_users List Brex users. Filter by email or remote\_display\_id, and pass expand=\['limit'] to inline each user's spend limit #### get\_current\_user Get the current authenticated user's information #### get\_user Get a specific user by ID #### create\_user Create a new Brex user #### update\_user Update a user's details (status, manager, department, location, title) #### get\_user\_limit Get a user's monthly spend limit #### update\_user\_limit Set a user's monthly spend limit in cents