• USER SETUP
  • SPENDING
  • HUMAN REVIEW
  • COMPLETION

How to onboard employees and issue cards with your AI

Connect Brex to your AI client once. After that, you can handle new hire setups and spending limits through a single chat interface.

Ask AI about this page

Short answer

How can I automate employee onboarding and card issuance?

You tell your AI to add a new user and create a card, and it handles the Brex side of things. You'll get new users added and virtual cards ready for use immediately.

The results.

Where your actions land.

The AI handles the technical execution in Brex, leaving you with these outcomes.

USER SETUP

New Brex users

The AI uses brex_create_user to add people to your account. They get access to the platform without you clicking through menus.

SPENDING

Active virtual cards

The AI issues cards via brex_create_card. You get immediate virtual spending capacity for your new hires.

HUMAN REVIEW

Manual approvals

The AI won't change your global Brex settings or delete existing users. You stay in control of your high-level account permissions.

COMPLETION

Ready to spend

Once the commands finish, your new hires are in the system and their cards are live. The setup is done.

The workflow

What your AI does when the request arrives.

The AI translates your plain English instructions into specific Brex API calls.

  1. Add the hire

    The AI takes the name and email you provide and registers them in your Brex account.

    brex_create_user

  2. Issue the card

    After the user is set up, the AI generates a virtual card for them.

    brex_create_card

  3. Set limits

    The AI can assign specific spending parameters to the new virtual card.

    brex_create_card

  4. Confirm setup

    The AI reports back once the user is active and the card is ready for use.

    brex_create_userbrex_create_card

Try it

Copy these to start.

Use these prompts to trigger the Brex actions.

Starting points

Swap out the names and emails for your actual new hire details.

Brex Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_UXa2sU0JvoscQWRF41Zv6b0C2qlmTQmZVMAci9J1/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Brex capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "brex-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UXa2sU0JvoscQWRF41Zv6b0C2qlmTQmZVMAci9J1/mcp"
    }
  }
}
Copy into chat04

  • Add a new user to Brex for Jordan Smith with the email jordan@company.com.

  • Create a virtual card for Alex Rivera in Brex with a $500 limit.

  • Onboard Sarah Chen (sarah@company.com) and give her a Brex card for travel expenses.

  • Set up a new Brex user for Mike Jones and immediately issue him a $1000 virtual card.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Brex once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in your favorite AI client immediately.

Connect Brex to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing employees?

    No. The AI can only create new users and cards.

  • 02

    Does the AI manage my Brex bank account details?

    No. The AI only interacts with user creation and card issuance.

  • 03

    Can I set different spending limits for different cards?

    Yes, you can specify the limit when you ask the AI to create a card.

  • 04

    Will the AI automatically invite people to Slack too?

    No. This specific Brex connection only handles Brex-specific actions.

  • 05

    Can the AI change my company's overall Brex settings?

    No. The AI is limited to the specific tools for creating users and cards.

  • More questions about Brex? See everything the Brex Connector can do

Connect Brex to Claude, Cursor, ChatGPT & more