How to connect Brex to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Brex account to Cowork via Composio Connect, enabling it to create a new card for our intern, get the latest account statement PDF, add an expense for last week's conference, and more such actions on your behalf without compromising your account security.

Also integrate Brex with

Connecting Brex to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Brex account

Back in Cowork, ask the agent to connect to Brex or give it any Brex-related task.

For example, ask Cowork to:

  • "Create a new card for our intern"
  • "Get the latest account statement PDF"
  • "Add an expense for last week's conference"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Brex account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Brex through MCP without you sharing account credentials directly with the agent.

What is the Brex MCP server, and what's possible with it?

The Brex MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Brex account. It provides structured and secure access to your company's financial tools, so your agent can perform actions like managing cards, tracking expenses, creating budgets, and retrieving account details on your behalf.

  • Card creation and management: Instantly issue new cards, assign them to users or vendors, and control spending limits via your agent.
  • Automated expense tracking: Let your agent create and log expenses, helping you keep company finances organized and up to date.
  • Budget and department setup: Quickly create budgets for teams or projects and set up new departments without manual effort.
  • Account and statement retrieval: Fetch detailed account information and download statements whenever you need financial insights or records.
  • User and location management: Add new users or locations to your Brex account, making it easy to scale as your business grows.

Supported Tools & Triggers

Tools
Create BudgetCreate a new budget for departments or projects.
Create CardCreate a new card and assign it to a user.
Create DepartmentCreate a new department.
Create ExpenseCreate a new expense.
Create LocationCreate a new location.
Create Job TitleCreate a new job title.
Create UserCreate a new user in the brex account.
Create Vendor CardCreate a new vendor card.
Get Account DetailsGet details about the current brex account.
Get Account StatementsGet account statements.
Get Budget DetailsGet detailed information about a specific budget.
Get Budget TransactionsGet transactions for a specific budget.
Get Card DetailsGet detailed information about a specific card.
Get Card TransactionsGet card transactions for a date range.
Get Company Cash AccountsGet company cash accounts.
Get Expense DetailsGet details of a specific expense.
Get ExpensesGet expenses for a date range.
Get Spend LimitsGet spend limits configuration.
Get Transaction by IDGet details of a specific transaction by id.
Get TransactionsGet transactions for a date range.
Get Transactions by Amount RangeGet transactions filtered by amount range.
Get Transactions by DescriptionGet transactions filtered by description text.
Get User ProfileGet user profile information for current or specified user.
List BudgetsList all budgets and show available amounts across all cards.
List CardsList all cards associated with the account.
List DepartmentsList all departments in the organization.
List LocationsList all locations in the organization.
List Job TitlesList all job titles in the organization.
List UsersList all users in the brex account.
List VendorsList all vendors.
Transfer CardTransfer a card to a different user.
Update BudgetUpdate budget details.
Update Card LimitsUpdate spending limits and controls for a card.
Update Card StatusUpdate the status of a card (activate/deactivate/terminate).
Update UserUpdate user details.

How to build Brex MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Brex MCP?

With a standalone Brex MCP server, the agents and LLMs can only access a fixed set of Brex tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Brex and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Brex tools.

Can I manage the permissions and scopes for Brex while using Tool Router?

Yes, absolutely. You can configure which Brex scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Brex data and credentials are handled as safely as possible.

Used by agents from

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Context
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HubSpot
Agent.ai
Altera
DataStax
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Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.