⚙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
| Property | Value |
|---|---|
| Type | brex |
| Category | Tool — Finance |
| Auth | API Key (Bearer Token) |
Operations
| Operation | Tool ID | Description |
|---|---|---|
| List Cash Accounts | brex_list_cash_accounts | List all Brex cash accounts with balances and account details |
| List Cash Transactions | brex_list_cash_transactions | List transactions for a specific Brex cash account, with optional date filtering |
| List Users | brex_list_users | List all users in the Brex account, with optional filtering by email address |
Configuration
| Setting | Type | Required | Description |
|---|---|---|---|
apiKey | string (secret) | Yes | Brex user token generated from Developer Settings in the Brex dashboard. Sent as a Bearer token. |
accountId | string | Yes (List Cash Transactions only) | ID of the cash account to retrieve transactions for |
postedAtStart | string | No | ISO 8601 timestamp — only include transactions posted at or after this date/time (e.g. 2026-01-01T00:00:00) |
email | string | No | Filter users by exact email address (List Users only) |
limit | string | No | Number of results to return per page. Default 100, maximum 1000 |
cursor | string | No | Pagination cursor returned by a previous response — use to fetch the next page |
Outputs
| Field | Type | Description |
|---|---|---|
data | json | Array of result objects (cash account objects, transaction objects, or user objects depending on the operation) |
metadata | json | Response 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.count | number | Number of items returned in this response |
metadata.next_cursor | string | Cursor 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 notnull, feed it back into thecursorinput 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:2026-01-01and2026-01-01T00:00:00Zare both valid. Use a Function block to compute dynamic date strings if needed.