How do I use PEX MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@PEX MCP Server What is my current business account balance?" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

PEX MCP Server

A Model Context Protocol (MCP) server that provides access to the PEX Card External API. Use this server to let AI assistants like Claude interact with your PEX business account, cards, transactions, and more.

Getting Your PEX API Token

To use the PEX MCP Server, you need a PEX API token. Follow these steps to generate one:

Log in to the PEX Dashboard using your credentials.
Navigate to Profile > Authorized Apps (or go directly to /account/authorized-apps).
Find the PEX MCP Server application and click on it.
Click Generate Token and copy the token value.

Note: Keep your API token secure. Do not commit it to version control or share it publicly.

Configuration

Set the following environment variables:

Variable	Required	Description
`PEX_API_URL`	Yes	PEX API base URL (e.g., `https://coreapi.pexcard.com/v4`)
`PEX_API_TOKEN`	Yes	Your PEX API token (see Getting Your PEX API Token)

Usage with Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Config file locations

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

Usage with Claude Code (CLI)

Add the MCP server using the Claude Code CLI:

claude mcp add pex -e PEX_API_URL=https://coreapi.pexcard.com/v4 -e PEX_API_TOKEN=your-api-token-here -- npx -y @pexcard_engineering/mcp

Or add it manually to your .claude/settings.json:

{
  "mcpServers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Usage with GitHub Copilot

VS Code

Add the following to your VS Code settings (.vscode/settings.json or user settings):

{
  "github.copilot.chat.mcpServers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Alternatively, create an .mcp.json file in your project root:

{
  "servers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Tip: When using .mcp.json, add it to your .gitignore if it contains your actual token, or use environment variable references to keep secrets out of source control.

Available Tools (72 total)

Business (12 tools)

Tool	Description
`pex_get_business_profile`	Get business profile details including name, address, phone, and status
`pex_get_business_balance`	Get business account balance
`pex_get_business_admins`	Get list of all business administrators
`pex_get_business_admin`	Get a specific business administrator by ID
`pex_get_business_tags`	Get all business tags
`pex_get_business_tag`	Get a specific business tag by ID
`pex_get_business_linked`	Get linked businesses
`pex_get_business_bank_account`	Get business bank account details
`pex_get_business_one_time_transfer`	Get business one-time transfer details
`pex_get_business_my_profile`	Get the current user's business profile
`pex_get_business_billing`	Get business billing information for a specific month
`pex_get_business_settings`	Get business settings

Cards (7 tools)

Tool	Description
`pex_get_card`	Get card profile/details by card account ID
`pex_get_card_spend_rules`	Get spending rules for a specific card
`pex_get_card_advanced_spend_rules`	Get advanced spending rules for a specific card
`pex_get_card_load_limit_remaining`	Get remaining card load limit for a specific card
`pex_get_card_scheduled_funding_rules`	Get scheduled funding rules for a specific card
`pex_get_card_order`	Get a specific card order by ID
`pex_get_card_orders`	Get card orders within an optional date range

Transactions (10 tools)

Tool	Description
`pex_get_business_transactions`	Get paginated business transactions with filters
`pex_get_business_transaction`	Get a specific business transaction by ID
`pex_get_cardholder_transactions`	Get paginated cardholder transactions
`pex_get_cardholder_transaction`	Get a specific cardholder transaction by ID
`pex_get_cardholder_purchases`	Get paginated cardholder purchases
`pex_get_cardholder_purchase`	Get a specific cardholder purchase by ID
`pex_get_cardholder_declines`	Get paginated cardholder declines
`pex_get_transaction_attachments`	Get all attachments for a transaction
`pex_get_transaction_attachment`	Get a specific attachment for a transaction
`pex_get_transaction_tags`	Get tags for a specific transaction

Account Details (10 tools)

Tool	Description
`pex_get_account_details`	Get cardholder account details by ID
`pex_get_advanced_account_details`	Get advanced cardholder account details by ID
`pex_get_all_account_details`	Get all cardholder account details for the business
`pex_get_account_balance`	Get account balance for a specific cardholder
`pex_get_account_remaining_limits`	Get remaining spending limits for a cardholder
`pex_get_network_transactions`	Get network transactions for the business
`pex_get_cardholder_network_transactions`	Get network transactions for a specific cardholder
`pex_get_transaction_detail`	Get transaction details for a specific transaction
`pex_get_transaction_details`	Get transaction details for the business
`pex_get_all_cardholder_transactions`	Get all cardholder transactions within a date range

Spending Rulesets (7 tools)

Tool	Description
`pex_list_spending_rulesets`	Get all spending rulesets for the business
`pex_get_spending_ruleset`	Get a specific spending ruleset by ID
`pex_get_spending_ruleset_cards`	Get cards assigned to a spending ruleset
`pex_list_advanced_spending_rulesets`	Get all advanced spending rulesets
`pex_get_advanced_spending_ruleset`	Get a specific advanced spending ruleset by ID
`pex_get_advanced_spending_ruleset_cards`	Get cards assigned to an advanced spending ruleset
`pex_get_mcc_categories`	Get Merchant Category Code (MCC) categories

Bills (4 tools)

Tool	Description
`pex_get_bill`	Get bill payment details by bill ID
`pex_get_bill_payments`	Get payments for a specific bill
`pex_get_bill_payment_request`	Get a specific bill payment request by ID
`pex_search_bills`	Search bills with optional filters

Vendors (3 tools)

Tool	Description
`pex_list_vendors`	Get paginated list of vendors with filters
`pex_get_vendor`	Get a specific vendor by ID
`pex_get_vendor_card_order`	Get vendor card order details by order ID

Payments (3 tools)

Tool	Description
`pex_get_payments`	Get paginated list of business payments
`pex_get_payment_transfer`	Get a specific payment transfer by ID
`pex_get_payment_request`	Get a specific payment request by ID

Credit & Invoices (4 tools)

Tool	Description
`pex_get_credit_lines`	Get credit line information for the business
`pex_get_invoices`	Get business invoices starting from a given date
`pex_get_invoice_allocations`	Get allocations for a specific invoice
`pex_get_invoice_payments`	Get payments for a specific invoice

Groups (2 tools)

Tool	Description
`pex_list_groups`	Get all cardholder groups for the business
`pex_get_group_cardholders`	Get cardholders belonging to a specific group

Tokens (6 tools)

Tool	Description
`pex_get_current_token`	Get details of the current authentication token
`pex_list_tokens`	Get all tokens for the authenticated user
`pex_get_auth_tokens`	Get basic token details for the authenticated user
`pex_get_token_provisioning_mode`	Get the business token provisioning mode
`pex_get_cardholder_provisioning_mode`	Get token provisioning mode for a cardholder
`pex_get_issued_tokens`	Get issued tokens for a specific cardholder

Callbacks (3 tools)

Tool	Description
`pex_get_callback_types`	Get available callback subscription types
`pex_list_callback_subscriptions`	Get all callback subscriptions for the business
`pex_get_callback_subscription`	Get a specific callback subscription by ID

Partner (1 tool)

Tool	Description
`pex_get_partner`	Get partner details for the current business

Features

Full API Coverage: 72 tools covering all GET endpoints of the PEX External API
Input Validation: All parameters validated with clear error messages
Retry Logic: Automatic retries with exponential backoff on 502/503/504 errors
Request Timeout: 30-second timeout prevents hanging requests
Structured Logging: JSON logs to stderr for debugging (stdout reserved for MCP)
Rich Documentation: All tool parameters include descriptions, valid values, and constraints

Example Queries

Once connected, you can ask Claude things like:

"What's my business account balance?"
"Show me all transactions from last week over $100"
"List all cards with their spending limits"
"What are the spending rules for card 12345?"
"Show me pending payments"

License

MIT

Install Server

A

security – no known vulnerabilities

A

license - permissive license

A

quality - confirmed to work

How are these scores calculated?

Resources

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Tools

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PEX MCP Server

PEX MCP Server

Getting Your PEX API Token

Configuration

Usage with Claude Desktop

Config file locations

Usage with Claude Code (CLI)

Usage with GitHub Copilot

VS Code

Available Tools (72 total)

Business (12 tools)

Cards (7 tools)

Transactions (10 tools)

Account Details (10 tools)

Spending Rulesets (7 tools)

Bills (4 tools)

Vendors (3 tools)

Payments (3 tools)

Credit & Invoices (4 tools)

Groups (2 tools)

Tokens (6 tools)

Callbacks (3 tools)

Partner (1 tool)

Features

Example Queries

License

Resources

Looking for Admin?

Tools

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