Brex Python API Docs | dltHub

Build a Brex-to-database pipeline in Python using dlt with AI Workbench support for Claude Code, Cursor, and Codex.

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Brex is a unified spend platform offering corporate cards, expense management, payments, and related financial APIs. The REST API base URL is https://api.brex.com and all requests require a Bearer token for authentication.

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv pip install "dlt[workspace]" and start loading Brex data in under 10 minutes.


What data can I load from Brex?

Here are some of the endpoints you can load from Brex:

ResourceEndpointMethodData selectorDescription
transactionstransactions (e.g. /transactions)GETdataList and retrieve transactions for accounts/cards
expensesexpensesGETdataList and retrieve expense records, receipt matching
budgetsbudgetsGETdataList budgets and budget programs
team_membersteam/users or /team/usersGETdataList users, cards, departments
paymentspayments or /payments/vendorsGETdataList vendors and payments
webhookswebhooksGETdataList configured webhooks

How do I authenticate with the Brex API?

Brex uses API tokens created in the Brex dashboard (Developer settings). Provide the token in the Authorization header as a Bearer token for API requests; all requests require HTTPS and JSON.

1. Get your credentials

  1. Sign in to your Brex account. 2) Open Settings -> Developer or Developer settings. 3) Create a new API token (name and scopes). 4) Copy the token and store it securely; use it as a Bearer token in Authorization header.

2. Add them to .dlt/secrets.toml

[sources.brex_source] api_token = "your_brex_api_token_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.


How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

uv venv && source .venv/bin/activate uv pip install "dlt[workspace]"

1. Install the dlt AI Workbench:

dlt ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

dlt ai toolkit rest-api-pipeline install

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Brex API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

python brex_pipeline.py

If everything is configured correctly, you'll see output like this:

Pipeline brex_pipeline load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset brex_data The duckdb destination used duckdb:/brex.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

dlt pipeline brex_pipeline show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.


Python pipeline example

This example loads transactions and expenses from the Brex API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

import dlt from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources @dlt.source def brex_source(api_token=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://api.brex.com", "auth": { "type": "bearer", "token": api_token, }, }, "resources": [ {"name": "transactions", "endpoint": {"path": "openapi/transactions_api", "data_selector": "data"}}, {"name": "expenses", "endpoint": {"path": "openapi/expenses_api", "data_selector": "data"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="brex_pipeline", destination="duckdb", dataset_name="brex_data", ) load_info = pipeline.run(brex_source()) print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.


How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

import dlt data = dlt.pipeline("brex_pipeline").dataset() sessions_df = data.transactions.df() print(sessions_df.head())

SQL (DuckDB example):

SELECT * FROM brex_data.transactions LIMIT 10;

In a marimo or Jupyter notebook:

import dlt data = dlt.pipeline("brex_pipeline").dataset() data.transactions.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.


What destinations can I load Brex data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

DestinationExample value
DuckDB (local, default)"duckdb"
PostgreSQL"postgres"
BigQuery"bigquery"
Snowflake"snowflake"
Redshift"redshift"
Databricks"databricks"
Filesystem (S3, GCS, Azure)"filesystem"

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.


Troubleshooting

Authentication failures

If Authorization header missing or token invalid, API returns 401 Unauthorized. Ensure token is current and included as: Authorization: Bearer .

Rate limits

Brex APIs use standard rate limiting; on limit exceeded the API returns 429 Too Many Requests. Implement exponential backoff and respect Retry-After header.

Pagination

Many list endpoints use cursor/next pagination. Check response 'data' for items and 'meta' or 'pagination' for cursors/next_page; follow provided next cursor parameter to fetch further pages.

Ensure that the API key is valid to avoid 401 Unauthorized errors. Also, verify endpoint paths and parameters to avoid 404 Not Found errors.


Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI Workbench:

  • data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
  • dlthub-runtime — Deploy, schedule, and monitor your pipeline in production.
dlt ai toolkit data-exploration install dlt ai toolkit dlthub-runtime install

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