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Module 06 · Integrations

Brex

Coming soon

Let your assistants read cards, expenses, budgets, and bills in Brex. Read only, through Brex's own hosted connector. Coming soon.

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On this page

Brex holds company cards, expenses, budgets, and bills. Once you connect it, the Accountant can read them to close the month, chase missing receipts, and spot spending that looks unusual.

Which assistants use it#

AssistantStatus
AccountantComing soon

The Accountant is not open yet. The Coder is the only persona available today, and it does not list Brex.

What assistants can do#

Brex connects through the tool's own hosted connector, and it is read only.

AbilityHow it runs
Read expenses and receiptsReads on its own
Read budgets and billsReads on its own
Pay a bill, move money, or change a cardNever run from chat

Setup (when it opens)#

  1. A Brex account or card admin turns on Brex in AI assistants under Settings, then Beta features.
  2. Under Settings, then Developer, create a token with read scopes only.
  3. Open Integrations in StellarFirm.
  4. Pick Brex.
  5. Paste the token, switch on the live option, and press Connect.

Permissions#

  • The assistants read what the token's scopes allow. Give it read scopes only.
  • Nothing here waits for an Approve because nothing here changes data. The Accountant never moves money.
  • Revoke the token in Brex whenever you want to cut access.

Prompts to try#

PromptMissing receipts
Accountant, list last month's expenses that are missing a receipt.
PromptBudget check
Accountant, which budgets in Brex are close to their limit this month?