# Brex AI employee

Viktor works in Brex for you. Ask in Slack or Microsoft Teams.

Viktor is an AI employee that connects to Brex and helps you track employee expenses, corporate cards, and business travel, running 21 Brex actions for you like Get Card, Get User, and List Cards. Ask in plain English from your workspace; Viktor does the work in Brex and reports back. Viktor connects in one click via OAuth.

- Tool: Brex
- Category: Finance & Payments
- Connection: One-click OAuth
- Actions available: 21
- Currently available in: Slack, Microsoft Teams, and Discord
- Page: https://viktor.com/integrations/brex

## What can your AI employee do in Brex?

Viktor connects to your Brex account and completes work in it. He doesn't just answer questions about Brex, he takes the actions on your behalf and delivers the finished result to your workspace.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Brex actions, chains them with the other 9,800+ tools he connects to, and asks for approval before anything sensitive runs.

### About Brex

Payments, Deposits, Cards

### How a run works

1. **You ask in your workspace** - Describe what you need in plain English
2. **Viktor picks the actions** - Selects from 21 Brex actions, chains them together
3. **Runs in Brex** - Helps you track employee expenses, corporate cards, and business travel - your real data.
4. **Reports back** - Delivers the finished result to your workspace

## Use Brex from Slack and Microsoft Teams

Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Brex, does the work and posts the result in the same thread, so nobody has to switch tabs.

He can also run Brex work on a schedule, like a weekly Brex summary posted to your team's channel. Anything sensitive waits for your approval before it runs.

## Security and permissions

- One-click OAuth - Viktor never sees your password, and you can revoke access at any time.
- Review-first approvals: sensitive Brex actions wait for your sign-off before they run.
- Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
- SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.
- Viktor is not affiliated with or endorsed by Brex.

## What can you ask Viktor to do in Brex?

- "Check Brex for expense reports awaiting my approval and summarize them."
- "Find receipts missing from this month's Brex report and remind the team."
- "Watch Brex for a purchase over the policy limit and alert me right away."
- "Book this trip in Brex within the standard policy and send me the itinerary."

## How does Viktor work with Brex?

1. Open Viktor in a supported workspace.
2. Connect Brex with one-click OAuth - Viktor handles authentication.
3. Ask in plain English. Viktor runs the Brex actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval.

## What can Viktor do in Brex? (21 actions)

- **Cancel Card** - Cancels (terminates) a card permanently. This cannot be undone — use Freeze Card to block a card temporarily instead.
- **Create Card** - Issues a new virtual card to a Brex user. Physical cards are not supported — Brex requires a mailing address to ship one and this action does not collect it. A vendor card (Limit Type = CARD) carries its own spend limit set here; a corporate card (Limit Type = USER) draws on the cardholder's monthly limit instead, which Set Limit for User controls. Use List Users to find the cardholder. The returned card ID is what Get Card, Freeze Card, Cancel Card, and Update Card Limit take.
- **Freeze Card** - Freezes (locks) a card so it declines new purchases. Reversible with Unfreeze Card.
- **Get Card** - Retrieves one card by ID, including its status, last four digits, and — for vendor cards — its spend limit and remaining available balance. Corporate cards return spendcontrols: null because they draw on the cardholder's limit, which Get User Limit reports.
- **Get Expense** - Retrieves one expense and its receipts. Receipt download links expire 15 minutes after the response, so download rather than store them. Use Search Expenses to find an expense ID.
- **Get User Limit** - Retrieves a person's monthly spend limit and how much of it is still available. Change it with Set Limit for User.
- **Get User** - Retrieves one person in the Brex account, including their status, manager, department, location, and title. Use List Users to find a user ID by email address.
- **Invite User** - Invites a person to the Brex account as an employee, emailing them to finish onboarding. Returns the new Brex user ID, which Create Card, Set Limit for User, and Get User take.
- **List Card Accounts** - Lists the Brex card accounts, each with its current balance, available balance, account limit, and current statement period. These are account-level limits, not a single card's — use Get Card for that. Results are capped at maxResults (default 100) — check $summary for a truncation notice and raise maxResults if it's truncated.
- **List Cards** - Lists the cards in the Brex account, each with its status, last four digits, cardholder, and spend limit. Filter by cardholder (userId) or status (ACTIVE, SHIPPED, LOCKED, TERMINATED) — status has no server-side filter, so it's applied after fetching, which can leave results truncated before every match is scanned; raise maxResults (default 100) or drop the status filter if that happens. This is how you find the card ID that Get Card, Freeze Card, Cancel Card, and Update Card Limit require.
- **List Cash Accounts** - Lists the Brex cash accounts with their balances, account and routing numbers, and which one is primary. Results are capped at maxResults (default 100) — check $summary for a truncation notice and raise maxResults if it's truncated. This is how you find the account ID that List Transactions for Selected Cash Account requires.
- **List Departments** - Lists the departments configured in the Brex account with their ID and name. Results are capped at maxResults (default 100) — check $summary for a truncation notice and raise maxResults if it's truncated. This is how you turn a department name into the department ID that Invite User requires.
- **List Locations** - Lists the office locations configured in the Brex account with their ID and name. Results are capped at maxResults (default 100) — check $summary for a truncation notice and raise maxResults if it's truncated. This is how you turn a location name into the location ID that Invite User requires.
- **List Transactions for Primary Card Account** - Lists settled card transactions, unfiltered. Despite the action name, Brex returns transactions across all card accounts rather than the primary one alone, and non-admin users only ever see their own purchases, refunds, and chargebacks. Use Search Card Transactions instead to filter by merchant, amount, date, or cardholder and to get each transaction's expenseid.
- **List Transactions for Selected Cash Account** - Lists transactions on one Brex cash account — transfers, deposits, and fees — rather than card spend. Use List Cash Accounts to find the account ID. For card activity use Search Card Transactions or List Transactions for Primary Card Account.
- **List Users** - Lists the people in the Brex account with their ID, name, email, status, manager, department, and location. Filter to one person with email, or set includeLimits to include each person's monthly spend limit. Results are capped at maxResults (default 100) — check $summary for a truncation notice and raise maxResults or add the email filter if it's truncated. This is how you turn an email address into the user ID that Get User, Get User Limit, and Set Limit for User require.
- **Search Card Transactions** - Searches settled card transactions across all card accounts by merchant, amount, date, or cardholder, and returns each transaction's expenseid, the handle Brex uses for the matching expense and its receipt. Non-admin users only ever see their own purchases, refunds, and chargebacks. Unlike List Transactions for Primary Card Account, which returns the same transactions unfiltered, this action applies filters and expands expenseid.
- **Search Expenses** - Searches expenses across card, bill pay, and reimbursement spend by merchant, amount, date, person, type, or status. Covers every payment method and carries receipt and approval state; use Search Card Transactions for settled card postings only.
- **Set Limit for User** - Sets a user's recurring monthly spend limit, replacing any limit already in place. This governs corporate cards (Limit Type = USER); vendor cards carry their own limit set on the card itself. Use List Users to find the user ID and Get User Limit to read the current limit.
- **Unfreeze Card** - Unfreezes (unlocks) a LOCKED card so it can be used again. Cards cancelled with Cancel Card cannot be unfrozen.
- **Update Card Limit** - Updates the spend limit on a vendor card (limittype: CARD). This sends a complete spendcontrols object, so treat it as a replacement: supply every spend control you want the card to keep, because Brex does not document whether omitted fields are preserved or cleared. Corporate cards draw on their cardholder's limit instead — use Set Limit for User for those.

## Viktor uses Brex together with

- [Slack](https://viktor.com/integrations/slack)
- [Gmail](https://viktor.com/integrations/gmail)
- [Google Sheets](https://viktor.com/integrations/google-sheets)
- [HubSpot](https://viktor.com/integrations/hubspot)
- [Notion](https://viktor.com/integrations/notion)
- [Salesforce](https://viktor.com/integrations/salesforce)

## More Finance & Payments integrations

- [Stripe](https://viktor.com/integrations/stripe)
- [QuickBooks Sandbox](https://viktor.com/integrations/quickbooks-sandbox)
- [Bitget](https://viktor.com/integrations/bitget)
- [Xero](https://viktor.com/integrations/xero)
- [Xero Accounting](https://viktor.com/integrations/xero-accounting)
- [Baremetrics](https://viktor.com/integrations/baremetrics)
- [QuickBooks](https://viktor.com/integrations/quickbooks)
- [Paystack](https://viktor.com/integrations/paystack)

## FAQ

### Does Viktor integrate with Brex?

Yes. Brex is one of the 9,800+ tools Viktor connects to, in one click via OAuth. Once connected, anyone on your team can put Viktor to work in Brex from their workspace - no workflow builder, no code.

### How do I connect Brex to Viktor?

Ask Viktor in your workspace to connect Brex, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time.

### What can Viktor do in Brex?

Viktor can run 21 Brex actions, including Get Card, Get User, and List Cards - and chain them with other tools in a single request. In practice that means Viktor helps you track employee expenses, corporate cards, and business travel. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done.

### Do I need to build workflows for Brex?

No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Brex actions to take, runs them, and reports back.

### Is my Brex data secure with Viktor?

Yes. Viktor connects to Brex in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

### How much does the Brex integration cost?

Nothing extra - every integration, including Brex, is available on every plan. You can start free with up to $100 in credits, no credit card required; the Team plan is $100 a month.

### Can Viktor use Brex together with my other tools?

Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Brex, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace.

## Get started

Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.
