New Integration: Brex

Description

Add Brex integration to sync corporate finance data including transactions, payments, cards, and team management into CORE.

Reference Implementations

Existing Integrations (use as templates)

• integrations/hubspot/ - Similar business data system
• integrations/linear/ - Project management integration
• integrations/slack/ - For reference

Required Files Structure

integrations/brex/
├── src/
│   ├── index.ts          # Main entry, OAuth spec
│   ├── schedule.ts       # Sync logic
│   ├── utils.ts          # Brex API utilities
│   ├── account-create.ts # OAuth setup
│   └── create-activity.ts # Activity formatting
├── package.json
├── tsup.config.ts
└── README.md

Brex API Integration

OAuth Setup

• Use OAuth 2.0 authorization
• Brex APIs use REST architecture with OpenAPI specification
• All APIs accept and return JSON and require HTTPS
• Base URL: https://platform.brexapis.com
• Developer portal: https://developer.brex.com/

Key Endpoints

• Transactions API - Access Brex transaction data
• Payments API - Programmatic payments (ACH, wires, checks)
• Team API - Onboard users, issue virtual cards
• Budgets API - Manage budgets and spending limits
• Accounting API - Accounting data and reconciliation
• Expenses API - Expense management and tracking

Events to Track

1. Transactions - New transactions, transaction updates, card purchases
2. Payments - Payment created, payment completed, payment failed
3. Cards - Card issued, card activated, card deactivated
4. Team - User onboarded, user updated, role changes
5. Expenses - Expense submitted, expense approved, expense rejected

Implementation Tasks

• Set up basic integration structure following integrations/github/src/index.ts pattern
• Implement OAuth 2.0 flow in account-create.ts
• Create API utilities in utils.ts for Brex API calls
• Implement sync logic in schedule.ts for transactions, payments, and cards
• Convert financial events to CORE activity format
• Add error handling and rate limiting
• Create integration documentation
• Add to integrations/README.md

Technical Notes

• APIs are defined using OpenAPI specification and use standard HTTP response codes and verbs
• Public Postman collections available for testing
• Brex has a Slack community for API integration support
• Consider pagination for large transaction datasets

Resources

• Brex Developer Portal
• Brex API Product Page
• Brex Postman Collection
• Building the Brex API Blog

Labels

enhancement, integration, new-feature