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.

Connect PEX free

Free plan, no credit card. Takes about a minute.

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.

24 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_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).
create_vendorChanges dataCreate a bill-pay vendor with `vendor_name` and `vendor_address` (AddressLine1, City, State, PostalCode), plus optional contact, tax ID and notes.
get_billGet one vendor bill by ID, with amount, vendor, status and due date.
get_business_balanceGet the business account's current available balance.
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_my_profileGet the profile of the connected PEX user. Use it to confirm which business you are working in.
get_purchaseGet one card purchase by transaction ID, with merchant, amount, tags and notes.
get_transaction_tagsGet the tag values (expense coding) on a transaction by `transaction_id`.
get_vendorGet one vendor by ID, including address, contact and payment details.
list_billsList vendor bills, filtered by vendor, amount, bill date, due date or created date.
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_declined_transactionsList declined card transactions, filtered by merchant text, date range or amount.
list_spending_rulesetsList the spending rulesets (limits and merchant rules) that can be applied to cards.
list_tagsList the business's tag definitions (expense coding fields) and their options.
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_vendorsList bill-pay vendors, filtered by status, with paging.
search_purchasesSearch card purchases by merchant text, date range, amount, pending state or review status (NotReviewed, NoReceipt, Approved, Rejected).
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_transaction_tagsVisible to othersSet tag values on a transaction by `transaction_id`: pass `values` as a list of TagId and Value.

Set up in three steps

1
Pick the app
Create a free PipMCP 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). PipMCP 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 PipMCP 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?

PipMCP 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. PipMCP uses them together once to create a token, which PEX keeps valid for six months.