| name | Brex Expense Plugin |
| description | Connect a Vellum Assistant to a Brex account to read transactions, categorize expenses, detect anomalies, and generate reports. API key based, admin-only setup. Use when the user wants to connect Brex, pull expense data, generate an expense report, categorize spending, or detect unusual charges. |
| metadata | {"vellum":{"emoji":"💳","display-name":"Brex Expense Plugin","activation-hints":["connect my Brex","set up Brex access","Brex expense report","pull Brex transactions","categorize expenses","detect unusual charges","new vendor alert"],"avoid-when":["user wants help with a non-Brex expense platform (Ramp, Expensify, Amex)","user wants general bookkeeping without a Brex account"],"category":"integrations"}} |
What This Plugin Does
Connects a Vellum Assistant to a Brex account using an API key, discovers cards and users, and provides tools for querying transactions, generating expense reports, categorizing spending, and detecting anomalies.
This plugin ships seven tools that handle the full lifecycle:
Connector tools:
- brex_connect — validate and store the Brex API key
- brex_discover — pull cards, users, and build vendor history (90-day baseline)
- brex_query — read transactions with filters (date, card, amount, merchant)
- brex_status — check connection health and account snapshot
Operating tools:
- brex_report — generate expense reports with vendor matching and NEW detection
- brex_categorize — map transactions to GL-style categories
- brex_anomaly — detect new vendors, unusual amounts, duplicates, and recurring patterns
