PEX MCP Server

A Model Context Protocol (MCP) server that provides access to the PEX Card External API. Use this server to let AI assistants like Claude interact with your PEX business account, cards, transactions, and more.

Getting Your PEX API Token

To use the PEX MCP Server, you need a PEX API token. Follow these steps to generate one:

1. Log in to the PEX Dashboard using your credentials.
2. Navigate to Profile > Authorized Apps (or go directly to /account/authorized-apps).
3. Find the PEX MCP Server application and click on it.
4. Click Generate Token and copy the token value.

Note: Keep your API token secure. Do not commit it to version control or share it publicly.

Configuration

Set the following environment variables:

| Variable | Required | Description | |----------|----------|-------------| | PEX_API_URL | Yes | PEX API base URL (e.g., https://coreapi.pexcard.com/v4) | | PEX_API_TOKEN | Yes | Your PEX API token (see Getting Your PEX API Token) |

Usage with Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Config file locations

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

Usage with Claude Code (CLI)

Add the MCP server using the Claude Code CLI:

claude mcp add pex -e PEX_API_URL=https://coreapi.pexcard.com/v4 -e PEX_API_TOKEN=your-api-token-here -- npx -y @pexcard_engineering/mcp

Or add it manually to your .claude/settings.json:

{
  "mcpServers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Usage with GitHub Copilot

VS Code

Add the following to your VS Code settings (.vscode/settings.json or user settings):

{
  "github.copilot.chat.mcpServers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Alternatively, create an .mcp.json file in your project root:

{
  "servers": {
    "pex": {
      "command": "npx",
      "args": ["-y", "@pexcard_engineering/mcp"],
      "env": {
        "PEX_API_URL": "https://coreapi.pexcard.com/v4",
        "PEX_API_TOKEN": "your-api-token-here"
      }
    }
  }
}

Tip: When using .mcp.json, add it to your .gitignore if it contains your actual token, or use environment variable references to keep secrets out of source control.

Available Tools (72 total)

Business (12 tools)

| Tool | Description | |------|-------------| | pex_get_business_profile | Get business profile details including name, address, phone, and status | | pex_get_business_balance | Get business account balance | | pex_get_business_admins | Get list of all business administrators | | pex_get_business_admin | Get a specific business administrator by ID | | pex_get_business_tags | Get all business tags | | pex_get_business_tag | Get a specific business tag by ID | | pex_get_business_linked | Get linked businesses | | pex_get_business_bank_account | Get business bank account details | | pex_get_business_one_time_transfer | Get business one-time transfer details | | pex_get_business_my_profile | Get the current user's business profile | | pex_get_business_billing | Get business billing information for a specific month | | pex_get_business_settings | Get business settings |

Cards (7 tools)

| Tool | Description | |------|-------------| | pex_get_card | Get card profile/details by card account ID | | pex_get_card_spend_rules | Get spending rules for a specific card | | pex_get_card_advanced_spend_rules | Get advanced spending rules for a specific card | | pex_get_card_load_limit_remaining | Get remaining card load limit for a specific card | | pex_get_card_scheduled_funding_rules | Get scheduled funding rules for a specific card | | pex_get_card_order | Get a specific card order by ID | | pex_get_card_orders | Get card orders within an optional date range |

Transactions (10 tools)

| Tool | Description | |------|-------------| | pex_get_business_transactions | Get paginated business transactions with filters | | pex_get_business_transaction | Get a specific business transaction by ID | | pex_get_cardholder_transactions | Get paginated cardholder transactions | | pex_get_cardholder_transaction | Get a specific cardholder transaction by ID | | pex_get_cardholder_purchases | Get paginated cardholder purchases | | pex_get_cardholder_purchase | Get a specific cardholder purchase by ID | | pex_get_cardholder_declines | Get paginated cardholder declines | | pex_get_transaction_attachments | Get all attachments for a transaction | | pex_get_transaction_attachment | Get a specific attachment for a transaction | | pex_get_transaction_tags | Get tags for a specific transaction |

Account Details (10 tools)

| Tool | Description | |------|-------------| | pex_get_account_details | Get cardholder account details by ID | | pex_get_advanced_account_details | Get advanced cardholder account details by ID | | pex_get_all_account_details | Get all cardholder account details for the business | | pex_get_account_balance | Get account balance for a specific cardholder | | pex_get_account_remaining_limits | Get remaining spending limits for a cardholder | | pex_get_network_transactions | Get network transactions for the business | | pex_get_cardholder_network_transactions | Get network transactions for a specific cardholder | | pex_get_transaction_detail | Get transaction details for a specific transaction | | pex_get_transaction_details | Get transaction details for the business | | pex_get_all_cardholder_transactions | Get all cardholder transactions within a date range |

Spending Rulesets (7 tools)

| Tool | Description | |------|-------------| | pex_list_spending_rulesets | Get all spending rulesets for the business | | pex_get_spending_ruleset | Get a specific spending ruleset by ID | | pex_get_spending_ruleset_cards | Get cards assigned to a spending ruleset | | pex_list_advanced_spending_rulesets | Get all advanced spending rulesets | | pex_get_advanced_spending_ruleset | Get a specific advanced spending ruleset by ID | | pex_get_advanced_spending_ruleset_cards | Get cards assigned to an advanced spending ruleset | | pex_get_mcc_categories | Get Merchant Category Code (MCC) categories |

Bills (4 tools)

| Tool | Description | |------|-------------| | pex_get_bill | Get bill payment details by bill ID | | pex_get_bill_payments | Get payments for a specific bill | | pex_get_bill_payment_request | Get a specific bill payment request by ID | | pex_search_bills | Search bills with optional filters |

Vendors (3 tools)

| Tool | Description | |------|-------------| | pex_list_vendors | Get paginated list of vendors with filters | | pex_get_vendor | Get a specific vendor by ID | | pex_get_vendor_card_order | Get vendor card order details by order ID |

Payments (3 tools)

| Tool | Description | |------|-------------| | pex_get_payments | Get paginated list of business payments | | pex_get_payment_transfer | Get a specific payment transfer by ID | | pex_get_payment_request | Get a specific payment request by ID |

Credit & Invoices (4 tools)

| Tool | Description | |------|-------------| | pex_get_credit_lines | Get credit line information for the business | | pex_get_invoices | Get business invoices starting from a given date | | pex_get_invoice_allocations | Get allocations for a specific invoice | | pex_get_invoice_payments | Get payments for a specific invoice |

Groups (2 tools)

| Tool | Description | |------|-------------| | pex_list_groups | Get all cardholder groups for the business | | pex_get_group_cardholders | Get cardholders belonging to a specific group |

Tokens (6 tools)

| Tool | Description | |------|-------------| | pex_get_current_token | Get details of the current authentication token | | pex_list_tokens | Get all tokens for the authenticated user | | pex_get_auth_tokens | Get basic token details for the authenticated user | | pex_get_token_provisioning_mode | Get the business token provisioning mode | | pex_get_cardholder_provisioning_mode | Get token provisioning mode for a cardholder | | pex_get_issued_tokens | Get issued tokens for a specific cardholder |

Callbacks (3 tools)

| Tool | Description | |------|-------------| | pex_get_callback_types | Get available callback subscription types | | pex_list_callback_subscriptions | Get all callback subscriptions for the business | | pex_get_callback_subscription | Get a specific callback subscription by ID |

Partner (1 tool)

| Tool | Description | |------|-------------| | pex_get_partner | Get partner details for the current business |

Features

• Full API Coverage: 72 tools covering all GET endpoints of the PEX External API
• Input Validation: All parameters validated with clear error messages
• Retry Logic: Automatic retries with exponential backoff on 502/503/504 errors
• Request Timeout: 30-second timeout prevents hanging requests
• Structured Logging: JSON logs to stderr for debugging (stdout reserved for MCP)
• Rich Documentation: All tool parameters include descriptions, valid values, and constraints

Example Queries

Once connected, you can ask Claude things like:

• "What's my business account balance?"
• "Show me all transactions from last week over $100"
• "List all cards with their spending limits"
• "What are the spending rules for card 12345?"
• "Show me pending payments"

License

MIT