--- title: "Connect Teachworks to Brex - APIANT.ai" description: "When \"Lesson Completed\" fires in Teachworks, your agent runs \"Update a Budget - “Brex Empower” Customers Only\" in Brex." canonical: "https://apiant.ai/connect/teachworks-to-brex" --- # Connect Teachworks to Brex When **Lesson Completed** fires in [Teachworks](https://apiant.ai/connections/teachworks), 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. Teachworks **17** triggers Teachworks **28** 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 Teachworks 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 Teachworks can start in Brex - When **Lesson Completed** in Teachworks then **Update a Budget - “Brex Empower” Customers Only** in Brex - When **New Availability** in Teachworks 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 Teachworks and Brex ## Triggers and actions 17 triggers · 55 actions - Trigger **Lesson Completed** Triggers when a lesson is marked completed in Teachworks. - Trigger **New Availability** Triggers when a new availability block is added for a teacher or employee. - Trigger **New Cost Premium** Triggers when a new cost premium is created in Teachworks. - Trigger **New Employee** Triggers when a new employee (teacher or staff member) is added in Teachworks. - Trigger **New Invoice** Triggers when a new invoice is created in Teachworks. - Trigger **New Lesson** Triggers when a new lesson is scheduled in Teachworks. - Trigger **New Lesson Participant** Triggers when a student is added to a lesson as a new lesson participant. - Trigger **New Location** Triggers when a new location (or sub-location) is added in Teachworks. - Trigger **New Other Event** Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar. - Trigger **New Package Balance Alert** Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units). - Trigger **New Payment** Triggers when a new payment is recorded in Teachworks. - Trigger **New Refund** Triggers when a new refund is recorded against a customer's payment in Teachworks. - Trigger **New Service** Triggers when a new service is created in Teachworks. - Trigger **New Student** Triggers when a new student is added in Teachworks. - Trigger **New Unavailability** Triggers when a new unavailability (time off) is added for an employee in Teachworks. - Trigger **New Wage Payment** Triggers when a new wage payment to an employee is recorded in Teachworks. - Trigger **New Wage Tier** Triggers when a new wage tier is created in Teachworks. - Action **Add location** Creates a new location in your Teachworks account. - Action **Add payment allocation** Allocates part or all of a payment to an invoice. - Action **Add profile note** Creates a profile note on a customer (family) or student. - Action **Add student to lesson** Adds a student to an existing scheduled lesson and returns the updated lesson with its participants. - Action **Add wage payment** Creates a wage payment for an employee in Teachworks. - Action **Complete lesson** Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes. - Action **Create Child Student** Creates a child student who belongs to a family, with their fees billed to that family. - Action **Create Employee** Creates a new employee (teacher or staff member) in Teachworks. - Action **Create Family** Creates a family customer in Teachworks. Families are billed for the lessons of their child students. - Action **Create Independent Student** Creates an independent student in Teachworks: a directly billed customer together with its associated student record. - Action **Create Lesson** Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time. - Action **Create Payment** Creates a payment received from a customer (family or independent student). - Action **Find Child Student** Finds child students (students belonging to a family) matching the name, email, phone or other details you supply. - Action **Find Customer** Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches. - Action **Find Employee** Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list. - Action **Find Family** Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list. - Action **Find Independent Student (Full Details)** Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields. - Action **Find Independent Student (Student Details)** Finds independent students matching name, email, phone, school, status or other criteria and returns their student details. - Action **Find Payment** Finds payments by customer and/or payment date, returning the first match and the full list of matching payments. - Action **Get lesson** Returns a single lesson, including its time, teacher, service, location and participants. - Action **List lessons** Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range. - Action **Update customer** Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules. - Action **Update Customer Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks customer. - Action **Update employee** Updates an existing employee's profile, wage settings and user permissions in Teachworks. - Action **Update lesson** Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson. - Action **Update payment** Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID. - Action **Update student** Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers. - Action **Update Student Custom Field Values** Sets the values of up to 10 custom profile fields on a Teachworks student. - 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 - [ **Teachworks** Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students...](https://apiant.ai/connections/teachworks) - [ **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 Teachworks - [ **Teachworks to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/teachworks-to-trello) - [ **Teachworks to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/teachworks-to-zoom) - [ **Teachworks to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/teachworks-to-twilio) - [ **Teachworks to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/teachworks-to-typeform) - [ **Teachworks to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/teachworks-to-webflow) - [ **Teachworks to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/teachworks-to-wix) ## 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 ## Teachworks and Brex, answered ### ### What can start an automation from Teachworks? Any of Teachworks's 17 triggers in the catalog, including Lesson Completed, New Availability, New Cost Premium and New Employee. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Brex when something happens in Teachworks? 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 Teachworks? Brex has no triggers in the catalog today, so automations start in Teachworks. 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 Teachworks 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 Teachworks 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.