PEX now supports the Model Context Protocol (MCP) server, enabling AI assistants like Claude to interact directly with PEX business accounts. Through the PEX MCP Server, users can access the PEX Card External API to manage cards, transactions, balances, spending rules, and more, all using natural language. This integration empowers admins to seamlessly analyze business spending, review transactions, and monitor card activity through their preferred AI assistant. Things you can do using the PEX MCP server:Documentation Index
Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
Use this file to discover all available pages before exploring further.
- “Show me all unreviewed transactions this month”
- “What did our M&S team spend last week?”
- “Check the business balance across both accounts”
- “Look up John’s recent card activity”
- “Which transactions are over $500 and missing receipts?”
To get started:
- Log in to the Dashboard via https://dashboard.pexcard.com
- Navigate to the ‘Profile’ icon at the top right corner and click on that
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Click on the ‘Authorized apps’ tab
Notes: The Feature is available only for admin users
If you don’t see the tab, contact the PEX support team at adminsupport@pexcard.com to get the feature enabled - Click on the ‘MCP server config’ button
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Click on the ‘Generate’ button on the modal window\
- Follow the instructions here to install the PEX MCP server.