Brex

Transform your expense management with Brex MCP, the game-changing connector that brings your financial data directly into conversational AI. Skip the dashboard juggling and spreadsheet wrestling: ask questions about expenses, budgets, and transactions in plain English while your LLM delivers instant, accurate insights from your Brex account. Whether you're tracking team spending or analyzing quarterly budgets, this integration makes financial data as accessible as having a conversation.

---

Say goodbye to context switching between apps and hello to streamlined financial workflows. Brex MCP seamlessly connects with any LLM through Ravenala's universal interface, turning complex financial queries into natural conversations. From expense approvals to budget analysis, get the answers you need without leaving your chat environment. It's like having your CFO and data analyst rolled into one conversational assistant.

Getting started is refreshingly simple: click on the Connect button on the top right, follow the steps to authenticate with your Brex account, then you're ready to start a new chat and use Brex tools. The authentication process is secure and straightforward, requiring just your standard Brex login credentials to establish the connection.

---

Once connected, unleash the power of conversational finance management. Ask about recent transactions, check budget status, or analyze spending patterns using natural language. Your LLM becomes fluent in Brex data, understanding context and delivering insights without requiring you to navigate complex menus or remember specific query formats.

Instant Expense Insights

Ask 'Show me this month's marketing expenses' and get detailed breakdowns instantly. No more hunting through categories or wrestling with filters. Your AI assistant pulls exact figures, identifies trends, and even flags unusual spending patterns, all through simple conversation.

Smart Budget Monitoring

Check budget status with questions like 'How much is left in our Q4 travel budget?' Get real-time updates, spending velocity insights, and proactive alerts when departments approach their limits, keeping your finances on track without constant manual checking.

Effortless Reporting

Generate expense reports by simply saying 'Create a summary of last week's client entertainment expenses.' Your AI pulls relevant transactions, categorizes them correctly, and formats professional reports, turning hours of manual work into minutes of conversation.