Using Brex in AI apps
Overview
Brex in AI assistants (ChatGPT and Claude) lets you quickly access your Brex information without leaving your AI workspace.
What you can do
- Expenses: See recent expenses and filter by date, amount, or merchant. Identify items missing receipts.
- Reimbursements: Check payout ETAs for approved reimbursements.
- Spend limits: View available limits, remaining balance, and period.
- Cards (without card numbers): See the cards you can use and their status.
- Admins (optional): Card admin and account admin can ask high-level company spend questions.
Tip: Add filters like a date range, merchant, or amount to narrow results.
Brex in ChatGPT
Early access
Use the Brex app in ChatGPT to quickly see your Brex information without leaving ChatGPT. You can check recent expenses, find items that need receipts, view reimbursement payout ETAs, look up your cards (without card numbers), and see your spend limits.
Important: The ChatGPT app is read-only. To approve or reject expenses, upload receipts, edit memos, create reimbursements, lock cards, or change spend limits, use the Brex dashboard or Brex app.
Note: When you use the Brex app in ChatGPT, your queries and responses are processed by OpenAI in accordance with your organization’s ChatGPT plan and OpenAI’s data retention and privacy policies. Please refer to your organization’s agreement with OpenAI and OpenAI’s privacy documentation for details on data handling and retention practices.
Get started
Admins (One time)
Step 1: Open the Brex dashboard.
Step 2: Go to Settings > Beta features and select Brex in AI assistants.
Step 3: In ChatGPT, go to Workspace Settings > Apps > Directory and search for “Brex”
Step 4: Select Enable, configure actions that should be available to your organization (optional) and select Publish.
Step 5: Let your team know they can connect to Brex within ChatGPT.
Note: If you do not see the integration, navigate to ChatGPT > Apps > Search for “Brex” > Connect.
Employees
Step 1: In ChatGPT, open the Brex app in ChatGPT.
Step 2: Select Connect, then select Connect Brex and sign in with your email associated to Brex (single sign-on if configured in your Brex account).
Step 3: Approve the read-only permission request. You will see a confirmation when connected.
Step 4: Ask a question to get started, for example:
- "Show me my recent expenses"
- "Which of my expenses are missing receipts?"
- "What is my remaining balance on my T&E spend limit?"
To disconnect: In ChatGPT, open the Brex app and select Disconnect. You can also revoke access in the Brex dashboard at Settings > Personal settings > Connected Integrations.
Note: Your admin will need to complete a one-time setup before you can use Brex in ChatGPT. If your organization has an Enterprise account on ChatGPT, please contact your admin to first add Brex to your ChatGPT account.
Brex in Claude
Early access
Use Brex in Claude to manage your finances without leaving the conversation -- check expenses across your team, view bank account balances, look up vendor bills, track travel bookings, review accounting records, and update memos or receipts on your expenses.
The Claude connector allows you to modify memos, receipts, attendees, and spend limits for your own transactions only. To create reimbursements, approve or reject expenses, or modify your team’s transactions, use the Brex dashboard or Brex mobile app.
Notes:
- The connector was last updated on May 7th 2026. To get the full suite of tools, please refresh the Brex connector tools list by navigating to Claude desktop app > Settings > Connectors > Brex > Click the drop down > Refresh tools list
- When you use the Brex in Claude, your queries and responses are processed by Anthropic in accordance with your organization’s Claude plan and Anthropic’s data retention and privacy policies. Please refer to your organization’s agreement with Anthropic and Anthropic’s privacy documentation for details on data handling and retention practices.
Get started
Admins (one-time)
Step 1: Open the Brex dashboard.
Step 2: Go to Settings > Beta features and select Brex in AI assistants.
Step 3: In Claude, go to Organization settings > Connectors > Browse connectors and search for “Brex”
Step 4: Select Brex and select Add to your team.
Step 5: Let your team know they can connect to Brex within Claude.
Employees
Step 1: In Claude, go to Customize > Connectors.
Step 2: Select Brex > Connect, and sign in with the email associated with your Brex account (single sign-on if configured in your Brex account).
Step 3: Approve the read-only permission request. You will see a confirmation when connected.
Step 4: Ask a question to get started, for example:
- "Show me my recent expenses"
- "Which of my expenses are missing receipts?"
- "What is my remaining balance on my T&E spend limit?"
To disconnect: In Claude, open the Brex connector in Customize and select Disconnect. You can also revoke access in the Brex dashboard at Settings > Personal settings > Connected Integrations.
Note: Your admin will need to complete a one-time setup before you can use Brex in Claude. If your organization has a Team or Enterprise account on Claude, you must contact your admin to add Brex to your Claude account first.
Brex MCP
Early access
Brex MCP lets you connect AI assistants like Claude Code, Codex, or Cursor directly to your Brex account. Once connected, you can ask your AI questions about your company's spending, cards, and expenses in plain language, without leaving your AI tool.
For example, you could ask:
"What did the engineering team spend on SaaS last month?"
"Show me my bank account transactions from the last week?"
"Show me all unapproved reimbursements over $500."
MCP (Model Context Protocol) is an open standard that lets AI assistants securely access external tools and data sources. Brex's MCP server uses your existing Brex API credentials and respects the same role-based permissions you've already set up; your AI only sees what your user account is allowed to see.
MCP features
Brex MCP exposes read and write capabilities across core Brex resources. Common use cases include:
Expense and transaction analysis
Query transactions, card expenses, and reimbursements with filters -- by date range, merchant, employee, department, compliance status, or spend limit.
Card and spend limit management
Retrieve card details, check limits and statuses, and get a real-time view of cardholder activity.
Banking
View business account balances, monitor cash positions, and look up banking transactions -- wires, ACH, checks, and transfers.
Vendor and bill management
Look up vendors, view bills and purchase orders, get account balance information, and review vendor activity history.
Travel
View upcoming trips, flight and hotel bookings, group events, and policy compliance -- across your team or company-wide.
Accounting
Check your active accounting integration, view GL accounts, and look up accounting records by source type or review status.
User and department administration
Search users, departments, cost centers, and locations -- useful for admins doing audits or onboarding workflows.
Reporting and statements
Generate and download account statements in multiple formats for bookkeeping or period-end reporting.
For the full list of available tools and capabilities, see Brex MCP -- Developer Documentation (https://developer.brex.com/docs/mcp).
MCP security and access control
Brex MCP is available to any Brex account with Developer API access enabled. The AI assistant operates under the permissions of the credentials used to authenticate, and can only access data that the associated user or service account is permitted to view or modify.
If your organization has not yet enabled Developer API access, an admin can do so from Settings > Developer > API.
Two ways to authenticate
- OAuth: Scopes are handled for you. When you connect, the MCP server requests exactly the permissions its tools require, and you approve them in the authorization prompt. No manual configuration is needed.
- API token: The MCP server respects the scopes provisioned on the token. If a scope is omitted (for example, cards read), the corresponding tools will be unavailable. The server will never attempt to access resources outside what the token permits. You can generate and scope tokens from Settings > Developer > API.
We recommend granting only the scopes your AI workflow actually needs when using API tokens.
All actions taken via the MCP server are recorded as the MCP client on behalf of the authenticated user when using OAuth.
Getting started with Brex MCP
Full setup instructions including how to configure your AI client, authenticate with Brex, and scope your API token can be found in the developer documentation: Set up Brex MCP.
At a high level, setup involves the steps below:
Prerequisites [Admin only]
- Enable the beta feature. An account admin or card admin enables Brex MCP from Settings > Beta features in the Brex Dashboard by selecting Brex in AI assistants.
- Accept the Developer API agreement. An account admin or card admin accepts the agreement from Settings > Developer.
To connect to the MCP: Follow the steps in the Developer guide to continue setting up.
Getting started with Brex MCP
Full setup instructions including how to configure your AI client, authenticate with Brex, and scope your API token can be found in the developer documentation: Set up Brex MCP.
At a high level, setup involves the steps below:
Prerequisites [Admin only]
- Enable the beta feature. An account admin or card admin enables Brex MCP from Settings > Beta features in the Brex Dashboard by selecting Brex in AI assistants.
- Accept the Developer API agreement. An account admin or card admin accepts the agreement from Settings > Developer.
To connect to the MCP: Follow the steps in the Developer guide to continue setting up.
Supported AI clients
Brex MCP works with any MCP-compatible AI client, including:
Claude Code
Configure via claude mcp add --transport http brex https://api.brex.com/mcp in your terminal.Codex
Configure via codex mcp add brex --url https://api.brex.com/mcp in your terminal.
Cursor
Add the MCP server URL under Cursor's MCP settings
More client-specific setup steps are covered in the developer documentation (https://developer.brex.com/docs/mcp).
Troubleshooting
Can’t connect
- Make sure your company has access to the Brex app in ChatGPT.
- Sign in with your work email (single sign-on if configured).
- Ask a Brex admin to enable the integration at Settings > Beta features.
Results look incomplete
- Your role may not allow you to access specific data related to expenses or cards. If not access related, try a narrower query (add a date range, merchant, or amount).
Reimbursement payout date not showing
- The reimbursement may not be approved yet, or a payout date has not been scheduled.
Troubleshooting MCP
Follow the steps here to troubleshoot MCP.
Disconnect the app
In ChatGPT
- In ChatGPT, open the Brex app in ChatGPT and select Disconnect.
- In the Brex dashboard, revoke access at Settings > Personal settings > Connected Integrations if needed.
In Claude
- In Claude, open the Brex connector in Customize > Connectors in Claude and select Disconnect.
- In the Brex dashboard, revoke access at Settings > Personal settings > Connected Integrations if needed.