Sign in once. Siftree reads your records and reacts to new events as they happen.
Get Card
Includes its status, last four digits, and — for vendor cards — its spend limit and remaining available balance. Corporate cards return spend_controls: null because they draw on the cardholder's limit, which Get User Limit reports, and more
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
Includes their status, manager, department, location, and title. Use List Users to find a user ID by email address, and more
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 .
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…
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…
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…
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…
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,…
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…
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Search Card Transactions
Searches settled card transactions across all card accounts by merchant, amount, date, or cardholder, and returns each transaction's expense_id , the handle Brex uses for the matching expense and its receipt. Non-admin…
New Transfer Event (Instant)Trigger
Emit new event when a Brex transfer is processed or fails. Registers a Brex webhook subscription for the selected event types and emits the transfer's full details alongside the event payload.
Act
Take action in Brex
Agents update records and send messages for you, automatically, as drafts, or after you approve.
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…
Freeze Card
Freezes (locks) a card so it declines new purchases. Reversible with Unfreeze Card .
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.
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…
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 ( limit_type: CARD ). This sends a complete spend_controls object, so treat it as a replacement: supply every spend control you want the card to keep, because Brex does not…
Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.
Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.
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