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A read-only managed agent for Brex spend and expense investigation.

User
Caller
  • chat
App
Agent
  • brex-answerer
Governance
Gateway
  • brex-readonly
Pool

brex-answerer-pool

  • brex-answerer-model
Tools

brex

    What this template gives you

    • Interface

      A chat window, in your browser

      Use the included interface to send a request to this template.

    • Gateway

      brex-readonly gateway

      This template sends its requests through brex-readonly gateway, where its access rules and limits apply.

    • Model

      brex-answerer-model

      This template uses brex-answerer-model through the brex-answerer-pool pool.

    Usage

    Hand this template to an AI agent to set up this template

    Node.js and npm to run npx.

    Dome CLI, installed with brew install dome-systems/tap/dome, then signed in with dome auth login.

    Docker Compose to run the companion app locally.

    1. 1

      Create a workspace

      dome workspaces create --name <workspace-name>

      The CLI creates and selects a workspace context for you.

    2. 2

      Confirm the workspace context

      dome context list

      The workspace you just created is already selected.

    3. 3

      Pull the template

      npx @domesystems/templates pull dome-systems/ai-agent-for-brex@0.1.0 --dir ai-agent-for-brex

      Downloads this immutable release and verifies its digest.

    4. 4

      Run the template

      npx @domesystems/templates up --dir ai-agent-for-brex

      Imports it into Dome and starts the companion app.

    Dome import variables

    npx @domesystems/templates up imports the template into Dome and prompts for required values. For unattended runs, set them as DOME_IMPORT_VAR_… environment variables.

    Required values

    • DOME_IMPORT_VAR_anthropic_api_key

    Setup guide

    Follow this template's setup guidance for agent variables and upstream connections.

    # Configure Brex

- `anthropic_api_key`: enter the Anthropic key used by this agent's model.

Before connecting, a Brex account or card admin must accept the Developer API agreement in **Settings → Developer** and enable **Brex in AI assistants** under **Settings → Beta features**. The MCP server then registers the OAuth client dynamically; authorize a test Brex user with reporting access only. Do not use an identity that can issue cards, approve expenses, move money, or change policies.

    Runtime environment

    These variables are required to run the agent. During pull, .env.example is copied to .env when available. If they’re missing, npx @domesystems/templates up retrieves them from Dome and saves them in .env. Pass --provision to refresh them.

    No .env.example is included in this release.

    Agent instructions

    Analyze Brex transactions, expenses, budgets, and card context. Do not issue cards,
approve expenses, send payments, or modify policies, users, or accounting settings.