--- title: "Connect EspoCRM to Brex - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Update a Budget - “Brex Empower” Customers Only\" in Brex." canonical: "https://apiant.ai/connect/espocrm-to-brex" --- # Connect EspoCRM to Brex When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Update a Budget - “Brex Empower” Customers Only** in [Brex](https://apiant.ai/connections/brex). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **10** actions Brex **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and Brex to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What EspoCRM can start in Brex - When **New contact** in EspoCRM then **Update a Budget - “Brex Empower” Customers Only** in Brex - When **New Lead** in EspoCRM then **Create User** in Brex Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with EspoCRM and Brex ## Triggers and actions 3 triggers · 37 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Create Department** Creates a new department in your Brex account and returns its ID, name and description. - Action **Create Location** Creates a new location in your Brex account and returns its ID, name and description. - Action **Create User** Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user. - Action **Create Vendor** Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor. - Action **Disable User** Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time. - Action **Email Card Details** Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify. - Action **Find a Card by ID** Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date. - Action **Find a User** Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value. - Action **Find Department by Name** Returns the Brex departments that match the specified department name. - Action **Find Location by Name** Returns the Brex locations that match the specified name. - Action **Find User by Email** Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found. - Action **Find Vendor by Name** Returns the vendors whose name matches the name you supply. - Action **Get Card Number** Returns the full card number, CVV, expiration date and cardholder name for a Brex card. - Action **Get Card Transactions** Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date. - Action **Get Cash Transactions** Returns the transactions for a Brex cash account, optionally only those posted on or after a given date. - Action **List cards** Returns the company's Brex cards, optionally only those belonging to one user. - Action **List Cash Accounts** Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary. - Action **List departments** Returns the departments in your Brex account, optionally filtered by name. - Action **List Expenses** Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own. - Action **List locations** Returns the locations in your Brex account, optionally filtered by name. - Action **List users** Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value. - Action **List vendors** Returns the vendors in the Brex account, optionally only those matching a vendor name. - Action **Terminate card** Permanently terminates a Brex card and returns the updated card. The card owner is notified. - Action **Update a Budget - “Brex Empower” Customers Only** Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only. - Action **Update card** Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card. - Action **Update User** Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged. - Action **Update Vendor by Name** Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Brex** Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place.](https://apiant.ai/connections/brex) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into Brex - [ **HubSpot to Brex** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-brex) - [ **Salesforce to Brex** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-brex) - [ **Slack to Brex** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-brex) - [ **Google Sheets to Brex** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-brex) - [ **Gmail to Brex** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-brex) - [ **Google Calendar to Brex** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-brex) Questions ## EspoCRM and Brex, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Brex when something happens in EspoCRM? Any of Brex's 27 actions, including Create Department, Create Location, Create User and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Brex to EspoCRM? Brex has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Brex's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Brex? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use EspoCRM and Brex without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.