Integrations
Provides access to Brex financial platform data, allowing retrieval of account information, transactions, expense data, receipts, budget resources, spend limits, and team information. Includes tools for receipt management and expense updates.
Brex MCP Server
A Model Context Protocol (MCP) server for integrating with the Brex API, enabling AI agents to interact with financial data and resources.
Overview
This MCP server provides a bridge between AI agents and the Brex financial platform, allowing agents to:
- Retrieve account information and transactions
- Access expense data and receipts
- Manage budget resources and spend limits
- View team information
The server implements standardized resource handlers and tools following the MCP specification, enabling secure and efficient access to financial data.
Features
Resources
Account Resources
brex://accounts
- List all accountsbrex://accounts/{id}
- Access specific account details
Expense Resources
brex://expenses
- List all expenses with paginationbrex://expenses/{id}
- Access specific expense detailsbrex://expenses/card
- List all card expensesbrex://expenses/card/{id}
- Access specific card expense details
Note: Expense resources automatically expand merchant and budget information to display human-readable names instead of IDs.
Budget Resources
brex://budgets
- List all budgets with paginationbrex://budgets/{id}
- Access specific budget detailsbrex://spend_limits
- List all spend limitsbrex://spend_limits/{id}
- Access specific spend limit detailsbrex://budget_programs
- List all budget programsbrex://budget_programs/{id}
- Access specific budget program details
Team Resources
brex://users/me
- Get current user information
Tools
Receipt Management
match_receipt
- Match a receipt with existing expensesupload_receipt
- Upload a receipt for a specific expense
Expense Management
update_expense
- Update details for a card expense (memo, category, etc.)get_all_expenses
- Get all expenses with filtering options and expanded merchant/budget informationget_all_card_expenses
- Get all card expenses with filtering options and expanded merchant/budget information
Note: For security reasons, tools that create, update, or delete budgets, spend limits, and budget programs are not implemented in this version.
Installation
Prerequisites
- Node.js v18 or higher
- Brex API access token
Setup
- Clone this repository:
- Install dependencies:
- Create a
.env
file with your Brex API token:
- Build the server:
Configuration with Claude
To use with Claude Desktop, you need to add the server to Claude's configuration file:
On macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
On Windows: %APPDATA%\Claude\claude_desktop_config.json
- Open Claude for Desktop and go to settings by clicking on the Claude menu and selecting "Settings..."
- Click on "Developer" in the left sidebar, then click "Edit Config"
- Update the configuration file with the Brex MCP server settings:
Make sure to:
- Replace
/path/to/brex-mcp-server
with the actual path where you installed the server - Replace
your_brex_api_key_here
with your actual Brex API key - Use absolute paths for the server location
Only the BREX_API_KEY
and BREX_API_URL
values are required; the other environment variables have sensible defaults but can be customized if needed.
- Save the file and restart Claude for Desktop
- Verify the server is working by checking for the hammer icon in the bottom right corner of the input box
Development
For development with auto-rebuild:
Lint your code:
Run tests:
Debugging
Since MCP servers communicate over stdio, debugging can be challenging. We recommend using the MCP Inspector for debugging.
Security Considerations
This server implements several security measures:
- Read-only operations for sensitive financial resources
- No storage of API credentials in code
- Rate limiting for API requests
- Proper error handling and logging
Implementation Status
For a detailed implementation plan and status of various features, see documentation/implementation_plan.md
.
License
This project is licensed under the MIT License - see the LICENSE file for details.
Author
Dennison Bertram - dennison@dennisonbertram.com
This server cannot be installed
hybrid server
The server is able to function both locally and remotely, depending on the configuration or use case.
A Model Context Protocol server that enables AI agents to interact with Brex financial platform data, allowing retrieval of account information, expenses, budgets, and team data through standardized resource handlers.
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