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ConnectorsBrex

Connect Brex.

Your Brex business account: balances, transactions and, with a spending token, payments.

Kind
Bank
Site
brex.com
Connects by
Access token: a read token, then an optional spending token
Genie holds
One or two Brex user tokens: the read token that connects, and a separately held spending token only if you add one.

How it connects

How Genie connects to Brex

Brex issues user tokens with the scopes you choose, so the token is the control. Genie connects with a read-only token first; that alone can never move money, whatever Brex would allow. If Genie should pay from Brex, you add a second token with the transfers scope, held separately as the spending credential. Only Brex cash accounts (business deposit accounts) are surfaced; cards are not.

Brex has no test environment for customers, so every token is a production token. Choose scopes deliberately.

Before you start

What to have ready

  • A Genie account. Create one if you have not.
  • A Brex role that may create user tokens, such as account admin.

Step by step

Connect Brex to Genie

  1. In the Brex dashboard, open Developer (dashboard.brex.com/settings/developer) and choose Create token.

    Step 1: The Brex Developer page with Create token

  2. Read token: name it Genie read and grant only read scopes: accounts.cash.readonly, transactions.cash.readonly, users.readonly, vendors.readonly and linked_accounts.readonly. Create it and copy the token; Brex shows it once.

    Step 2: The scope picker with the read scopes selected

  3. Sign in to Genie, open Account → Connections Vault and choose Add a connection. Choose Brex.

    Step 3: The provider grid with Brex highlighted

  4. Paste the read token and choose Save. Genie verifies it with Brex and shows Connected as your name, with read access.

    Step 4: The Brex token form after saving

  5. Optional, for payments: back in Brex, create a second token, Genie spend, with the read scopes above plus transfers and vendors, and incoming_transfers if Genie should pull by ACH.

    Step 5: The scope picker for the spending token

  6. In Genie, choose Add a spending token on the Brex connection, paste it and Save. The connection now shows read and spending access.

    Step 6: The Brex connection with a spending token held

Once connected

What happens next

Until a spending token is held, Genie moves no money through Brex. With one, payments go out as Brex transfers to vendors, within your Genie policy.

Revoke either token in the Brex dashboard at any time; Genie then shows Reconnect.

To disconnect: Open the Brex panel and choose Disconnect, and revoke the tokens under Developer in the Brex dashboard.

More connectors.

Every provider and assistant Genie connects to, each with its own guide.

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