Integration · Expenses

Connect Claude & ChatGPT to PEX

Ask your AI which card purchases are missing a receipt, what a cardholder can still spend, or to block a card in PEX. It can list card accounts and transactions, search purchases and declines, add notes, receipts and tag values, and read vendor bills and spending rulesets. Expense questions get answered without exporting reports.

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Try asking

“Which purchases from last month have no receipt?”
The AI searches card purchases in that date range with the review status NoReceipt.
“How much can Maria still spend on her card?”
It finds her card account and reads how much is left under its limits.
“Block the card for John Smith.”
It sets his card account to Blocked, which stops spending. Setting it back to Active re-enables the card.

What your AI can do

Cards and balances

List card accounts with status and balance, see remaining limits, check the business balance and block or re-enable a card.

Transactions and receipts

List and search transactions, purchases and declines, and add notes, receipts and tag values for expense coding.

Vendors and bills

List and read vendor bills and vendors, add notes to a bill and create new bill-pay vendors.

“Attach this receipt PDF to Tuesday's office supplies purchase.”
It finds the purchase and attaches the file as a receipt on the transaction.
“Tag the last three software purchases with the Marketing department.”
It reads your tag definitions and sets the tag values on each transaction.
“What is our business balance, and which vendor bills are due this week?”
It reads the available business balance and lists vendor bills filtered by due date.

191 tools for PEX

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_a_cardholder_to_a_user_groupChanges dataUpdate an existing user identified by account id. API summary: Add a cardholder to a User Group.
add_bill_noteChanges dataAdd a note to a vendor bill by `bill_id`.
add_transaction_noteChanges dataAdd a note (up to 200 characters) to a transaction by `transaction_id`; optionally make it visible to the cardholder.
add_transaction_receiptChanges dataAttach a receipt image or PDF to a transaction: pass `transaction_id`, base64 `content` and `type` (Image or Pdf).
approve_invoiceVisible to othersApprove a invoice (bill id). Has effects visible outside this system. API summary: Approve a bill payment request.
approve_supplierVisible to othersApprove a supplier (vendor id). Has effects visible outside this system. API summary: Approve a vendor.
create_a_network_transaction_noteChanges dataCreate a new message. Required: note text or network transaction id. API summary: Create a network transaction note.
create_a_tag_definition_for_type_decimalChanges dataCreate a new company. Required: name, order, is required or is enabled. API summary: Create a tag definition for Type = Decimal.
create_a_tag_definition_for_type_dropdownChanges dataCreate a new company. Required: name, order, is required, is enabled or options. API summary: Create a tag definition for Type = Dropdown.
create_a_tag_definition_for_type_textChanges dataCreate a new company. Required: length, name, order, is required or is enabled. API summary: Create a tag definition for Type = Text.
create_a_tag_definition_for_type_yes_noChanges dataCreate a new company. Required: name, order, is required or is enabled. API summary: Create a tag definition for Type = Yes/No.
create_a_transaction_note_by_transaction_relationshipChanges dataCreate a new message. Required: note text or transaction relationship id. API summary: Create a transaction note by transaction relationship.
create_advancedChanges dataCreate a new advanced. Required: name. API summary: Create advanced spending ruleset for the business.
create_card_acceptor_groupChanges dataCreate a new card acceptor group. Required: card acceptor group name. API summary: Create a card acceptor group for the business.
create_card_acceptor_group_card_acceptorChanges dataCreate a new card acceptor for a card acceptor group. Required: card acceptor id. API summary: Add a single card acceptor to a card acceptor group.
create_card_asyncChanges dataCreate a new card. API summary: Create cards for the business.
create_card_view_tokenDeletesCreate a new card. Required: acct id. Destructive action; may require approval. API summary: Generate a card view token that can be used to view full card details.
create_companyChanges dataCreate a new company. Required: profile address. API summary: Update the PEX business profile.
create_company_option_dependencyChanges dataCreate a new option dependency for a company. Required: depends on tag id, rules or default. API summary: Create a new option dependency for a tag.
create_documentChanges dataCreate a new document. Required: content, type, upload channel or source. API summary: Upload a source attachment (an emailed / SMS'd receipt or invoice).
create_enable_a_tag_definition_for_type_allocationChanges dataCreate a new company. API summary: Create/Enable a tag definition for Type = Allocation.
create_invoiceChanges dataCreate a new invoice. Required: vendor id, amount, payment method or bill payment. API summary: Create a new bill payment request.
create_invoice_bill_inbox_postChanges dataCreate a new invoice. Required: source, vendor name, vendor id or amount. API summary: Create a new bill inbox item from a connected accounting app.
create_invoice_bybill_id_bill_bill_id_process_postChanges dataCreate a new invoice for a invoice. API summary: Process an approved bill payment request.
create_option_s_for_the_type_dropdownChanges dataCreate a new company for a company. Required: options. API summary: Create option(s) for the Type = Dropdown.
create_orderChanges dataCreate a new order. Required: vendor cards. Search orders first to avoid duplicates. API summary: Create vendor cards for the business.
create_paymentChanges dataCreate a new payment for a payment. Search payments first to avoid duplicates. API summary: Create tag values for a transaction.
create_projectChanges dataCreate a new project. Required: shipping phone, shipping method, shipping address or accounts. API summary: Emboss and ship physical cards for the business.
create_renewDeletesCreate a new renew. Destructive action; may require approval. API summary: Reissue token prior to expiration.
create_spending_rulesetChanges dataCreate a new spending ruleset. Required: name. API summary: Create spending ruleset for the business.
create_subscriptionChanges dataCreate a new subscription. Required: url. API summary: Creates a new callback subscription.
create_supplier_accountChanges dataCreate a new account for a supplier. Required: bank name, bank account number or bank routing number. API summary: Add an ACH bank account to a vendor for bill payment.
create_supplier_byid_vendor_id_card_postChanges dataCreate a new supplier for a supplier. Required: cardholder acct id. API summary: Link an existing cardholder account to a vendor for bill payment.
create_supplier_vendor_active_postChanges dataCreate a new supplier. Required: vendor name or vendor address. API summary: Create a vendor, auto-approve, and link a vendor card in one step.
create_supplier_vendor_card_data_postChanges dataCreate a new supplier. Required: card data webhook url. API summary: Request to resend callback with sensitive card data.
create_test_remote_auth_endpointChanges dataCreate a new test remote auth endpoint. API summary: Send test message to remote authorization server.
create_use_card_view_tokenDeletesCreate a new use card view token. Required: card view token. Destructive action; may require approval. API summary: Consume a card view token in exchange for full card details.
create_userChanges dataCreate a new user. Required: name. API summary: Create a User Group.
create_vendorChanges dataCreate a bill-pay vendor with `vendor_name` and `vendor_address` (AddressLine1, City, State, PostalCode), plus optional contact, tax ID and notes.
create_zeroVisible to othersCreate a new zero. Has effects visible outside this system. API summary: Adjust all card available balances to $0.00 for the business.
delete_a_tag_definition_for_type_yes_noDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete a tag definition for Type = Yes/No.
delete_advancedsMoves moneyPermanently delete a advanced. Financial or irreversible action; may require approval. API summary: Delete advanced spending ruleset for the business.
delete_card_acceptor_groupDeletesPermanently delete a card acceptor group by card acceptor group id. Destructive action; may require approval.
delete_card_acceptor_group_card_acceptorDeletesPermanently delete a card acceptor by card acceptor id. Destructive action; may require approval. API summary: Remove a single card acceptor from a card acceptor group.
delete_companiesMoves moneyPermanently delete a company. Financial or irreversible action; may require approval. API summary: Delete/Disable a tag definition for Type = Allocation.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete a tag definition for Type = Dropdown.
delete_company_by_id_business_configuration_tag_decimal_id_deletDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deletes a tag definition for Type = Decimal.
delete_company_by_id_business_configuration_tag_text_id_deleteDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deletes a tag definition for Type = Text.
delete_company_option_dependencyDeletesPermanently delete a option dependency by dependency id. Destructive action; may require approval. API summary: Delete a tag dependency.
delete_invoice_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a note from a bill payment.
delete_invoicesMoves moneyPermanently delete a invoice by bill id. Financial or irreversible action; may require approval. API summary: Clear all tags from a bill payment.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a transaction note.
delete_payment_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a specific attachment, attached to a transaction.
delete_payment_documentsMoves moneyPermanently delete a document by transaction id. Financial or irreversible action; may require approval. API summary: Delete attachment, attached to a transaction.
delete_paymentsMoves moneyPermanently delete a payment by transaction id. Financial or irreversible action; may require approval. API summary: Delete all tag values for a transaction.
delete_scheduled_funding_ruleDeletesPermanently delete a scheduled funding rule by scheduled funding rule id. Destructive action; may require approval. API summary: Delete a funding rule for the card account.
delete_spending_rulesetsMoves moneyPermanently delete a spending ruleset. Financial or irreversible action; may require approval. API summary: Delete spending ruleset for the business.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deletes the callback subscription.
delete_supplier_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a document from a vendor.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete a User Group.
get_a_bill_inbox_itemGet one invoice by invoice id. API summary: Get a bill inbox item.
get_billGet one vendor bill by ID, with amount, vendor, status and due date.
get_bill_payment_request_detailsGet one invoice by invoice id. API summary: Get bill payment request details.
get_business_balanceGet the business account's current available balance.
get_business_invoicesList invoices. Optional filters: start date. API summary: Get business invoices.
get_business_payment_request_by_idGet one payment by payment id. API summary: Get business payment request by id.
get_card_acceptor_groupGet one card acceptor group by card acceptor group id. API summary: Return a single card acceptor group and the card acceptors it contains.
get_card_accountGet one card account by its ID, including cardholder profile, cards and balance.
get_card_remaining_limitsGet how much a card account can still spend under its limits, by account ID.
get_cardholder_orderGet one order for a cardholder by transaction id. API summary: Retrieve a specific purchase transaction by ID for a cardholder.
get_cardholder_paymentGet one payment for a cardholder by payment id. API summary: Retrieve a specific non-purchase transaction by ID for a specific cardholder.
get_companyGet one company by company id. API summary: Return details of single tag definition, respecting user tag restrictions. (specified by the {Id}).
get_company_byid_card_profile_id_getGet one company by company id. API summary: Return profile data associated with a single card accountID.
get_company_option_dependencyGet one option dependency for a company by dependency id. API summary: Get a specific option dependency for a tag.
get_documentGet one document by document id. API summary: Get a previously uploaded source attachment, including its committed match state.
get_invoice_allocationsList invoices for a invoice. API summary: Get invoice allocations.
get_invoice_paymentsList payments for a invoice. API summary: Get invoice payments.
get_load_limit_remainingGet one load limit remaining by load limit remaining id. API summary: Return remaining limits allowed by the Lifetime Card Funding Limit determined in Business Settings.
get_my_profileGet the profile of the connected PEX user. Use it to confirm which business you are working in.
get_orderGet one order by order id. API summary: Return all cards for a CardOrderId.
get_order_byorder_id_vendor_card_order_order_id_getGet one order by order id. API summary: Return details for all vendor cards included in a vendor card order (note: will not return sensitive card data).
get_paged_business_payments_filtered_by_provided_parametersList payments. Optional filters: payment statuses, payment status triggers, outbound ach creation start date, outbound ach creation end date, expected payment start date or expected payment end date. Results are paginated. API summary: Get paged business payments filtered by provided parameters.
get_paymentGet one payment by payment id. API summary: Get business payment transfer by id.
get_payment_bytransaction_id_transactions_business_transactions_Get one payment by payment id. API summary: Retrieve a specific business transaction by ID for the business.
get_payment_documentGet one document for a payment by document id. API summary: An attachment can be read by providing specific attachment id along with the transaction Id.
get_purchaseGet one card purchase by transaction ID, with merchant, amount, tags and notes.
get_scheduled_funding_ruleGet one scheduled funding rule by scheduled funding rule id. API summary: Return scheduled funding rules for a specified card accountID.
get_spend_ruleGet one spend rule by spend rule id. API summary: Return all spend rules for a specified card accountID.
get_spending_rulesetGet one spending ruleset by spending ruleset id. API summary: Return a spending ruleset for the business.
get_subscriptionGet one subscription by subscription id. API summary: Returns the callback subscription.
get_supplier_statusChanges dataGet the current status of a supplier by vendor id. API summary: Update vendor status.
get_token_auth_tokensGet one token. API summary: Return a list of basic tokens details for the authenticated user and app.
get_transaction_tagsGet the tag values (expense coding) on a transaction by `transaction_id`.
get_userGet one user by user id. API summary: Return a single User Group.
get_vendorGet one vendor by ID, including address, contact and payment details.
list_account_detail_accountsList accounts for a account detail. API summary: Return all data associated with a single card account.
list_accountsList accounts. API summary: Get's the bank accounts for the authenticated user's business.
list_advancedsList advanceds. API summary: Return all advanced spending rulesets for the business.
list_billsList vendor bills, filtered by vendor, amount, bill date, due date or created date.
list_card_acceptor_groupsList card acceptor groups. API summary: Return all card acceptor groups for the business.
list_card_account_transactionsList transactions for one card account (or the business account) by account ID between `start_date` and `end_date`.
list_card_accountsList all card accounts (cardholders) in the business, with their IDs, names, status and balances.
list_cardholder_paymentsList payments for a cardholder. Optional filters: only category ids, not category ids, min date, max date, on date or min amount. Results are paginated. API summary: Retrieve all non-purchase transactions for a specific cardholder.
list_cardsList cards. API summary: Return all cards with the advanced spending rulesets.
list_categoriesList categories. Optional filters: include predefined or include custom. API summary: Gets the MccCategories.
list_companiesList companies. API summary: Gets the linked businesses for the authenticated user.
list_companies_business_one_time_transfer_getList companies. API summary: Return list of PEX initiated ACH transfer requests for the business.
list_companies_business_profile_getList companies. API summary: Return the PEX business profile information.
list_companies_business_settings_getList companies. API summary: Return business settings.
list_companies_by_month_year_business_billing_getList companies. Optional filters: month or year. API summary: Return billing information.
list_company_option_dependenciesList option dependencies for a company. API summary: Get all option dependencies for a tag.
list_credit_lines_infosList credit lines infos. API summary: Get credit lines for the business.
list_currentsList currents. API summary: Return basic token details for the authenticated user and app.
list_declined_transactionsList declined card transactions, filtered by merchant text, date range or amount.
list_dependenciesList dependencies. API summary: Get all tag dependencies for the business.
list_detail_paymentsList payments for a detail. Optional filters: start date or end date. API summary: Returns all network transaction for specified card account ID. Examples: Authorization, Settlement, Reversal, PIN transaction, Decline.
list_documentsList documents for a document. API summary: Get the AI analysis for a previously uploaded source attachment.
list_invoice_paymentsList payments for a invoice. API summary: Get payments for a bill payment request.
list_modesList modes. API summary: Return the token provisioning mode of the business account.
list_ordersList orders. Optional filters: start date or end date. API summary: Get general information about card orders.
list_partnersList partners. API summary: Return a data associated with a partner.
list_paymentsList payments. Optional filters: start date or end date. API summary: Returns all network transaction. Examples: Authorization, Settlement, Reversal, PIN transaction, Decline.
list_payments_by_card_number4_digits_min_date_max_date_page_indeList payments. Optional filters: card number4 digits, min date or max date. Results are paginated. API summary: Retrieve a paginated list of Visa Enhanced Data records for the business.
list_payments_by_include_pendings_include_declines_include_vendoList payments. Optional filters: include pendings, include declines, include vendor bill pay, start date or end date. API summary: Return a list of all card transactions for the business.
list_permission_setsList permission sets. API summary: List the roles defined for the business.
list_pingsList pings. API summary: Ping the PEX server.
list_spend_rule_advancedsList advanceds for a spend rule. API summary: Return all advanced spend rules for a specified card accountID.
list_spending_ruleset_advancedsList advanceds for a spending ruleset. API summary: Return an advanced spending ruleset for the business.
list_spending_ruleset_cardsList cards for a spending ruleset. API summary: Return all cards with the spending rulesets.
list_spending_rulesetsList the spending rulesets (limits and merchant rules) that can be applied to cards.
list_subscriptionsList subscriptions. API summary: Returns the callback subscription types.
list_subscriptions_by_typecallback_subscription_getList subscriptions. Optional filters: type. API summary: Returns all the callbacks subscriptions associated with the business.
list_tagsList the business's tag definitions (expense coding fields) and their options.
list_token_provisioning_issues_tokensList issues tokens for a token provisioning. API summary: Return the tokens of the cardholder account.
list_token_provisioning_modesList modes for a token provisioning. API summary: Return the token provisioning mode of the cardholder account.
list_transaction_receiptsList the receipts and attachments on a transaction by `transaction_id`.
list_transactionsList all business and card transactions between `start_date` and `end_date`, optionally including pending and declined ones.
list_usersList users. API summary: Return a list of User Groups for the business.
list_users_byuser_group_id_user_group_user_group_id_cardholders_List users for a user. API summary: Return all cardholders in a User Group.
list_vendorsList bill-pay vendors, filtered by status, with paging.
list_versionsList versions. API summary: Return version of the API.
pay_companyMoves moneyTransfer a company. Financial or irreversible action; may require approval. API summary: Initiate transfers between PEX business accounts and/or external bank accounts.
reject_invoiceVisible to othersReject a invoice (bill id). Has effects visible outside this system. API summary: Reject a bill payment request.
reject_supplierVisible to othersReject a supplier (vendor id). Has effects visible outside this system. API summary: Reject a vendor.
remove_a_cardholder_from_a_user_groupDeletesPermanently delete a user by account id. Destructive action; may require approval. API summary: Remove a cardholder from a User Group.
retrieve_a_specific_non_purchase_transaction_by_idGet one payment by payment id. API summary: Retrieve a specific non-purchase transaction by ID.
retrieve_all_business_transactions_for_the_businessList payments. Optional filters: only category ids, not category ids, min date, max date, on date or min amount. Results are paginated. API summary: Retrieve all business transactions for the business.
retrieve_all_non_purchase_transactions_for_cardholdersList payments. Optional filters: only category ids, not category ids, min date, max date, on date or min amount. Results are paginated. API summary: Retrieve all non-purchase transactions for cardholders.
retrieve_visa_enhanced_data_for_a_single_transactionList payments for a payment. API summary: Retrieve Visa Enhanced Data for a single transaction.
search_bill_inbox_items_for_the_authenticated_businessList invoices. Optional filters: statuses, source, received date from, received date to, due date from or due date to. Results are paginated. API summary: Search bill inbox items for the authenticated business.
search_cardholder_ordersSearch orders for a cardholder by pending, search, approval, min date, max date or on date. Use this to find existing orders before creating a new order. Results are paginated. API summary: Retrieve purchase transactions for a specific cardholder.
search_cardholder_paymentsSearch payments for a cardholder by search, min date, max date, on date, min amount or max amount. Use this to find existing payments before creating a new payment. Results are paginated. API summary: Retrieve declined purchase transactions for a specific cardholder.
search_purchasesSearch card purchases by merchant text, date range, amount, pending state or review status (NotReviewed, NoReceipt, Approved, Rejected).
submit_invoiceVisible to othersSubmit a invoice (bill id). Has effects visible outside this system. API summary: Submit a bill payment request for approval.
update_a_tag_definition_for_type_yes_noChanges dataUpdate an existing company identified by company id. API summary: Update a tag definition for Type = Yes/No.
update_activateChanges dataUpdate an existing activate identified by activate id. API summary: Activate a card.
update_activate_byidcard_id_card_activate_id_card_id_postChanges dataUpdate an existing activate identified by card id. API summary: Activate a card for a specified Card ID.
update_advancedsVisible to othersUpdate an existing advanced. Has effects visible outside this system. API summary: Update advanced spending ruleset for the business.
update_card_acceptor_groupChanges dataUpdate an existing card acceptor group identified by card acceptor group id. API summary: Update a card acceptor group. The supplied card acceptors replace the existing ones.
update_card_statusChanges dataChange a card account's status by account ID, for example Blocked to stop spending or Active to re-enable it. Closed is permanent.
update_cardholderChanges dataUpdate an existing cardholder identified by cardholder id. API summary: Replace the full set of card acceptor allow/deny restrictions applied to a cardholder.
update_cards_groupVisible to othersUpdate an existing card. Has effects visible outside this system. API summary: Set a group for the card account.
update_cards_spending_rulesetVisible to othersUpdate an existing card. Has effects visible outside this system. API summary: Set a spending ruleset for the card account.
update_companiesVisible to othersUpdate an existing company identified by dropdown id. Has effects visible outside this system. API summary: Updates a tag option definition for Type = Dropdown.
update_companyChanges dataUpdate an existing company identified by company id. API summary: Updates a tag definition for Type = Dropdown.
update_company_by_id_business_configuration_tag_decimal_id_putChanges dataUpdate an existing company identified by company id. API summary: Updates a tag definition for Type = Decimal.
update_company_by_id_business_configuration_tag_text_id_putChanges dataUpdate an existing company identified by company id. API summary: Updates a tag definition for Type = Text.
update_company_option_dependencyChanges dataUpdate an existing option dependency identified by dependency id. API summary: Update an existing option dependency for a tag.
update_enable_a_tag_definition_for_type_allocationVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Update/Enable a tag definition for Type = Allocation.
update_fundChanges dataUpdate an existing fund identified by fund id. API summary: Add or remove funds to/from a card accountID.
update_fund_multiple_cardsVisible to othersUpdate an existing fund multiple card. Has effects visible outside this system. API summary: Bulk fund on batches of cards in the business.
update_invoice_messageChanges dataUpdate an existing message identified by message id. API summary: Update a note on a bill payment.
update_invoicesVisible to othersUpdate an existing invoice identified by bill id. Has effects visible outside this system. API summary: Update tags for a bill payment.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a transaction note.
update_payment_documentChanges dataUpdate an existing document identified by document id. API summary: Update an existing attachment of a transaction.
update_profile_data_for_a_specified_card_accountidChanges dataUpdate an existing company identified by company id. API summary: Update profile data for a specified card accountID.
update_scheduled_funding_ruleChanges dataUpdate an existing scheduled funding rule identified by scheduled funding rule id. API summary: Create a scheduled funding rule for the specified card accountID.
update_set_pinChanges dataUpdate an existing set pin identified by set pin id. API summary: Create a 4-digit PIN and associate it with a card accountID.
update_spend_ruleChanges dataUpdate an existing spend rule identified by spend rule id. API summary: Create spend rules for a specified card accountID.
update_spend_rule_advancedsVisible to othersUpdate an existing advanced identified by spend rule id. Has effects visible outside this system. API summary: Create advanced spend rules for a specified card accountID.
update_spending_rulesetsVisible to othersUpdate an existing spending ruleset. Has effects visible outside this system. API summary: Update spending ruleset for the business.
update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. API summary: Updates the callback subscription.
update_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: Update an existing vendor.
update_supplier_accountChanges dataUpdate an existing account identified by account id. API summary: Update an ACH bank account associated with a vendor.
update_supplier_byidcardholder_acct_id_vendor_id_card_cardholderChanges dataUpdate an existing supplier identified by cardholder acct id. API summary: Update vendor card association (set as default payment method).
update_terminateChanges dataUpdate an existing terminate identified by terminate id. API summary: Close a specified card accountId.
update_token_provisioning_activationsMoves moneyUpdate an existing activation identified by token provisioning id. Financial or irreversible action; may require approval. API summary: Activation token.
update_token_provisioning_modesMoves moneyUpdate an existing mode identified by token provisioning id. Financial or irreversible action; may require approval. API summary: Change the token provisioning mode of the cardholder account.
update_transaction_tagsVisible to othersSet tag values on a transaction by `transaction_id`: pass `values` as a list of TagId and Value.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update the User Group name.
update_zeroChanges dataUpdate an existing zero identified by zero id. API summary: Fund a specified card accountID to zero ($0).

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose PEX from the app list.
2
Paste your key
Enter four values: your production App ID (ClientID) and App secret (ClientSecret) from the Dashboard at developer.pexcard.com, and the PEX API username and password you received from PEX Operations (or a PEX administrator login). HeyMyApps uses them once to create a token, which PEX keeps valid for six months.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in PEX?

The AI can read card accounts, balances, remaining limits, transactions, purchases, declines, receipts, tags, spending rulesets, vendors, bills and the connected user's profile. It can add notes, receipts and tag values to transactions, add notes to bills, create vendors and change a card's status if you switch those tools on.

Does the AI see my PEX credentials?

No. Your PEX credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Changing a card's status can stop spending, and setting a card to Closed is permanent, so that tool can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own PEX account.

Why does PEX need an App ID and a username?

PEX uses two sets of credentials. The App ID and App secret identify the app you registered at developer.pexcard.com. The PEX API username and password identify the user in your business. HeyMyApps uses them together once to create a token, which PEX keeps valid for six months.