Intelligent finance, wherever you work

Finance questions, whether about vendor invoices, team spend, or receipt follow-ups, tend to sneak into every workflow, from recruiting efforts to marketing events to the engineering tool stack. Until now, answering them meant switching to another tab and yet another login.

Now you can find answers without leaving what you're doing.

Brex MCP brings conversational access to your financial data directly into any tool that supports the Model Context Protocol, including Claude Code, Cursor, Windsurf, and other MCP-compatible clients. Same Brex data, same permissions, no context switch.

Make decisions and take action faster, without leaving your workspace or sacrificing control and compliance.

What you can do

For everyone

• Check which expenses need receipts or memos before they're overdue
• Find transactions by merchant, amount, date, or spend limit
• View card statuses, limits, and remaining balances
• Track reimbursement payouts
• Update memos, attach receipts, or add attendees on your own expenses
• Look up upcoming travel trips and bookings

For admins and bookkeepers

• Query expenses across your team or company, filtering by department, employee, cost center, location, or compliance status
• View business bank account balances and banking transactions
• Look up vendors, review bills, and check outstanding payables
• Review accounting records and GL accounts from your connected ERP
• Browse company-wide travel trips, bookings, and group events
• Search users, departments, and locations for audits or onboarding

Built on Brex intelligence

Inside Brex, AI already handles receipt matching, memo generation, policy enforcement, and review triage. It's how Brex customers maintain ~98% policy compliance on average without constant manual effort.

Brex MCP extends that same data layer to wherever you work. Your Brex permissions carry over, so you only see what you're authorized to, nothing more.

Get started

Add the Brex MCP server URL to your client's configuration, authenticate with your Brex account, and start asking questions.

For setup instructions, available tools, and the full developer reference, see the Brex MCP Developer Documentation.