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Tool

Brex

List cash accounts, transactions, and users from your Brex account

Connect your Brex account to retrieve cash account balances, transaction history, and user details. Use this block to feed financial data into agent workflows, audits, or reconciliation pipelines.

Overview

PropertyValue
Typebrex
CategoryTool — Finance
AuthAPI Key (Bearer Token)

Operations

OperationTool IDDescription
List Cash Accountsbrex_list_cash_accountsList all Brex cash accounts with balances and account details
List Cash Transactionsbrex_list_cash_transactionsList transactions for a specific Brex cash account, with optional date filtering
List Usersbrex_list_usersList all users in the Brex account, with optional filtering by email address

Configuration

SettingTypeRequiredDescription
apiKeystring (secret)YesBrex user token generated from Developer Settings in the Brex dashboard. Sent as a Bearer token.
accountIdstringYes (List Cash Transactions only)ID of the cash account to retrieve transactions for
postedAtStartstringNoISO 8601 timestamp — only include transactions posted at or after this date/time (e.g. 2026-01-01T00:00:00)
emailstringNoFilter users by exact email address (List Users only)
limitstringNoNumber of results to return per page. Default 100, maximum 1000
cursorstringNoPagination cursor returned by a previous response — use to fetch the next page

Outputs

FieldTypeDescription
datajsonArray of result objects (cash account objects, transaction objects, or user objects depending on the operation)
metadatajsonResponse metadata containing count (number of items returned) and next_cursor (cursor string for the next page, or null if there are no more pages)
metadata.countnumberNumber of items returned in this response
metadata.next_cursorstringCursor to pass as cursor in the next request to retrieve the following page of results; null when all results have been returned

Example

[Starter] → [Brex: List Cash Transactions] → [Agent: Summarize spend]

Set {{BREX_API_KEY}} as the user token, then pass the account ID from a previous List Cash Accounts call as {{listAccounts.data[0].id}}. Optionally scope transactions to the current month with postedAtStart set to {{function.result.monthStart}}. The Agent block then receives {{brex.data}} and produces a plain-language spend summary.

Tips

  • Generate your token in the Brex dashboard under Settings → Developer → User Tokens. Tokens are scoped to the user who creates them; use a service account token for production workflows.
  • Paginate large result sets by checking {{brex.metadata.next_cursor}} — if it is not null, feed it back into the cursor input on a subsequent run or loop iteration to retrieve the next page.
  • Use List Cash Accounts first when the account ID is unknown — chain it before List Cash Transactions and reference the returned account ID with {{listAccounts.data[0].id}}.
  • Date filtering (postedAtStart) accepts ISO 8601 format with or without a time component: 2026-01-01 and 2026-01-01T00:00:00Z are both valid. Use a Function block to compute dynamic date strings if needed.