Brex

What a member can do

• Read expenses, cards, spending limits, the expense policy, bills, vendors and trips.
• Read business bank accounts and their transactions.
• Look up users, departments, locations, cost centres and legal entities.
• Update an expense's memo, attendees and limit, and attach receipts from a URL.
• It has no tools to create cards, pay bills or move money.

Each task names the Brex tools it may call. brex on a task means every tool the Brex server offers; a name such as brex.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Brex connection acts as the Brex account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Brex for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Brex waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Brex tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

An account admin or card admin must first accept the Developer API agreement and switch on Brex in AI assistants under Beta features. Expense analytics is limited to admins.

Connect it

Brex is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Brex and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Brex's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Brex shows as connected.
5. Name the tools on the task, brex for all of them or each by name.
6. Check it. Run a task that reads something from Brex. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Brex account.

A first task to try

With Brex connected, give a member a task that uses it. For example:

Every Monday, list last week's card expenses missing a receipt or memo, grouped by person.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Brex tools it may use and its instructions. Nothing is created until you approve it.