name: brex
description: Business financial platform with cards, banking, and spend management.
category: finance

Brex Skill

Business financial platform with cards, banking, and spend management.

Quick Install

curl -sSL https://canifi.com/skills/brex/install.sh | bash

Or manually:

cp -r skills/brex ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set BREX_API_KEY "your_api_key"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:
1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. View Accounts: Check balances and activity
2. Manage Cards: Issue and control cards
3. Transfers: Move money between accounts
4. Expense Management: Track and categorize
5. Budget Tracking: Monitor department spend

Usage Examples

Check Balance

User: "What's my Brex balance?"
Assistant: Returns account balances

Issue Card

User: "Create a virtual card for this vendor"
Assistant: Issues virtual card

View Transactions

User: "Show recent transactions"
Assistant: Returns transaction list

Make Transfer

User: "Transfer $5000 to vendor"
Assistant: Initiates transfer

Authentication Flow

1. API key authentication
2. OAuth2 for some features
3. Webhook support
4. Bank-level security

Error Handling

Notes

• Startup-focused
• Instant virtual cards
• High limits
• Accounting sync
• Bill pay
• Treasury