> This page is for Workforce. > 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