crazyrabbitLTC/mcp-brex-server
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A Model Context Protocol (MCP) server for integrating with the Brex API, enabling AI agents to interact with financial data and resources.
Brex MCP Server
A Model Context Protocol (MCP) server for the Brex API. Optimized for safe, small, read-only responses with projection and batching.
Installation
Claude Code
# Install the package
npm install -g mcp-brex
# Add to Claude Code with your API key
claude mcp add brex --env BREX_API_KEY=your_brex_api_key -- npx mcp-brex
Claude Desktop
Add to your claude_desktop_config.json
:
{
"mcpServers": {
"brex": {
"command": "npx",
"args": ["mcp-brex"],
"env": {
"BREX_API_KEY": "your_brex_api_key"
}
}
}
}
Manual Setup (Development)
git clone https://github.com/dennisonbertram/mcp-brex.git
cd mcp-brex
npm install
npm run build
claude mcp add brex --env BREX_API_KEY=your_key -- node build/index.js
Resources
brex://expenses
|brex://expenses/{id}
|brex://expenses/card
|brex://expenses/card/{id}
brex://budgets
|brex://budgets/{id}
brex://spend_limits
|brex://spend_limits/{id}
brex://budget_programs
|brex://budget_programs/{id}
brex://transactions/card/primary
|brex://transactions/cash/{id}
brex://docs/usage
(compact usage guide for agents)
Notes:
- Resources accept
?summary_only=true&fields=id,status,...
to control payload size. - Expenses resources auto-expand
merchant
andbudget
for readability.
Tools (read-only unless noted)
- Budgets:
get_budgets
,get_budget
- Spend Limits:
get_spend_limits
,get_spend_limit
- Budget Programs:
get_budget_programs
,get_budget_program
- Expenses (single page):
get_expenses
- Expenses (paginated):
get_all_expenses
,get_all_card_expenses
- Expense by ID:
get_expense
,get_card_expense
- Card Statements:
get_card_statements_primary
- Transactions:
get_card_transactions
,get_cash_transactions
- Cash Statements:
get_cash_account_statements
- Accounts:
get_all_accounts
,get_account_details
- Receipts (write):
match_receipt
,upload_receipt
- Updates (write):
update_expense
How to call tools
Always send parameters under arguments
(not input
). Keep payloads small with pagination and filtering.
Common parameters:
- Pagination:
page_size
(<=50),max_items
(<=200 recommended) - Date filtering:
start_date
,end_date
,window_days
- Status filtering:
status
array for expenses/transactions - Amount filtering:
min_amount
,max_amount
for expenses - Merchant filtering:
merchant_name
for expenses - Expand control:
expand
array to include nested objects (e.g.,["merchant", "budget"]
)
Recommended examples:
{
"name": "get_all_card_expenses",
"arguments": {
"page_size": 10,
"max_items": 20,
"start_date": "2025-08-25T00:00:00Z",
"end_date": "2025-08-26T00:00:00Z",
"status": ["APPROVED"],
"min_amount": 100
}
}
{
"name": "get_expenses",
"arguments": {
"limit": 5,
"status": "APPROVED"
}
}
{
"name": "get_card_transactions",
"arguments": {
"limit": 10,
"posted_at_start": "2025-08-25T00:00:00Z"
}
}
{
"name": "get_all_accounts",
"arguments": {
"page_size": 10,
"max_items": 20,
"status": "ACTIVE"
}
}
{
"name": "get_transactions",
"arguments": {
"accountId": "acc_123456789",
"limit": 10
}
}
{
"name": "get_expenses",
"arguments": {
"limit": 5,
"expand": ["merchant", "user"]
}
}
Pagination and Filtering Best Practices
IMPORTANT: Use pagination, filtering, and sorting to control response sizes instead of relying on summaries.
Key Parameters for Data Control:
page_size: number
— Items per page (recommended: ≤50)max_items: number
— Maximum total items across all pages (recommended: ≤200)start_date/end_date: string
— ISO date range filteringwindow_days: number
— Split large date ranges into smaller batchesstatus: string[]
— Filter by status (e.g., ["APPROVED", "PENDING"])min_amount/max_amount: number
— Amount-based filtering for expenses
Best Practices:
- Always use date ranges for bulk requests to avoid huge responses
- Use small page sizes (≤50) and reasonable max_items (≤200)
- Apply status filters to get only the data you need
- Use window_days (e.g., 7) to batch large date ranges
- Control nested object expansion with the
expand
parameter:- Default:
expand: []
returns lean objects (~500-1000 tokens each) - With expansion:
expand: ["merchant", "budget"]
returns full objects (~15K+ tokens each) - Available expand options:
merchant
,budget
,user
,department
,location
,receipts
- Default:
- Test with small limits first before scaling up
- Cash endpoints require additional Brex scopes; handle 403s gracefully
Publishing
Only build/
, README.md
, and LICENSE
are published.
License
MIT — see LICENSE
.