Can the agent truly issue a real, functioning corporate card?

Yes! The `brex_create_card` logic specifically maps to creating a virtual limit card. By default, it operates completely valid via Visa/Mastercard configurations matching Brex internals. The agent handles setting its name and tying it strictly to the user id.

What acts as the final authentication key for Brex?

You only need a `User Token`. Brex explicitly supports personal workflow automation using `user_tokens` which perfectly mimic your permissions. It typically begins literally with the string `user_token_` followed by hashes.

Will vendor payments via AI require external 2FA from my side?

To enforce safety in the integration, the `approval_type` parameter when sending vendor money defaults to `'MANUAL'`. This means the AI structures all the math, formatting, routing inputs perfectly but leaves the final 'Accept' button queued on your dashboard.

How can I see my user lists across Brex?

Run a request on `brex_list_users`. The AI will natively stream the company's organizational tree mapping the emails to Brex UUIDs required for triggering corporate card injections.

Brex MCP Server for LlamaIndex 10 tools — connect in under 2 minutes

Name: Brex
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 10 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Brex as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Brex. "
            "You have 10 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Brex?"
    )
    print(response)

asyncio.run(main())

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About Brex MCP Server

The Brex MCP Server bridges standard large language models directly via the platform.brexapis.com to your startup's core spend engine. By delivering a single static User Token, you enable the most flexible financial assistant available.

LlamaIndex agents combine Brex tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Agile Employee Onboarding — brex_create_user directly provisions employees with their associated hierarchical structure. Follow it up with brex_create_card to hand them digital spend capacity securely limited.
Accounting Snapshots — You don't need to load the Brex dash to trace down runaway expenses. Trigger brex_list_transactions to pull highly contextualized raw CSV data into your AI workspace.
Accounts Payable Controls — Draft and approve external entity vendors via brex_create_vendor and initiate routing payments brex_pay_vendor seamlessly, letting internal routing protocols map out the wires.

The Brex MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Brex to LlamaIndex via MCP

Follow these steps to integrate the Brex MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 10 tools from Brex

Why Use LlamaIndex with the Brex MCP Server

LlamaIndex provides unique advantages when paired with Brex through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Brex tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Brex tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Brex, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Brex tools were called, what data was returned, and how it influenced the final answer

Brex + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Brex MCP Server delivers measurable value.

Hybrid search: combine Brex real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Brex to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Brex for fresh data

Analytical workflows: chain Brex queries with LlamaIndex's data connectors to build multi-source analytical reports

Brex MCP Tools for LlamaIndex (10)

These 10 tools become available when you connect Brex to LlamaIndex via MCP:

brex_create_card

Useful for giving employees isolated cards for SaaS subscriptions. Issue a dynamic Virtual Corporate Card

brex_create_user

You must provide a valid email, first name, and last name. Invite a new employee / user to Brex

brex_create_vendor

Create a Vendor in AP (Accounts Payable)

brex_get_balance

Get main cash balance of the Brex Cash accounts

brex_list_budgets

List budget programs assigned to teams

brex_list_cards

List all issued cards across the company

brex_list_transactions

Sweep historical Brex card and account transactions

brex_list_users

List all users in the Brex company account

brex_list_vendors

List saved Vendors inside Brex AP

brex_pay_vendor

Orchestrate a vendor payment (Send Money)

Example Prompts for Brex in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Brex immediately.

"Invite the new engineer 'John Carter' via email john@company.com into Brex. After you get his ID, spin him up a Virtual Card with a $1K limit immediately."

"Check the core cash settlement. How much Treasury base balance do we stand at? Extract only active Checking values."

"Pull all corporate expenses tracked over the past 30 days focusing entirely on our AWS hosting and digital footprints."

Troubleshooting Brex MCP Server with LlamaIndex

Common issues when connecting Brex to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Brex + LlamaIndex FAQ

Common questions about integrating Brex MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.