Brex + Memtro

What you can do with Brex in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Brex tool, reads what it needs, and answers with the source cited.

• Card transactions by date, cardholder, merchant or amount
• Expenses with memo, category, budget, approval and receipt status
• Cards with limits and available spend
• Budgets and spend limits against spend this period
• People, departments and locations
• Cash account balances and transactions

Ask it like this

Questions people ask once Brex is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›What did we spend on software last month?
• ›Which expenses are still missing receipts?
• ›How much of the marketing budget is left this quarter?
• ›Who holds a card over $5,000 a month?
• ›Show me expenses flagged out of policy this week
• ›What is the cash balance today?

Where it fits

Teams that get the most from Brex in Memtro, with the rest of their stack attached.

• FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in Brex?

Not yet. Today every Brex tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a Brex connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Brex data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Brex records into memory as entities.

How do I connect Brex?

API key. In Brex go to Developer → Settings and create a user token with read-only scopes.