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