Brex Setup Guide

Prerequisites

• A Brex account with the Account Admin role.

Setup Guide

Step 1: Generate an API Token

1. Log in to your Brex account.
2. Go to Settings -> Developer.
3. Click Create Token.
4. Enter a Name for the token.
5. Select all Read scopes, then click Create Token.
6. Click Allow access to approve the token.
7. Copy the API token — you'll need it to configure Matia. The token can't be viewed again after you leave this page.

Step 2: Connect Brex in Matia

1. Select the Base URL. Defaults to Production. Select Staging only for testing or approval workflows.
2. Enter the API Token you copied above.
3. Enter an Asset Name.
4. (Optional) Enter a Description.
5. (Optional) Assign Tags.
6. Select an Owner.
7. Verify that your Brex account is successfully connected by clicking on Test Connection.
8. Click Connect.