Categorize Brex Expenses
For a controller who wants categorization finished before close even begins. One prompt pulls the week's Brex transactions, assigns GL codes based on vendor and amount patterns, and flags anything it cannot place for a human to check.
The grind
Categorization eats the first day of close
Here's what doing this by hand looks like today, and why it doesn't scale.
- Every Brex transaction needs a GL code. Most of the patterns repeat, but picking them out of 140 transactions still takes hours, and the edge cases always get mis coded.
- Matching vendor names to GL codes by hand is slow and error prone.
- New vendors keep landing in the miscellaneous bucket.
- The review queue ends up scattered in someone's notes app.
MewCP collapses all of this into one prompt. Here's what that looks like.
The flow
5 steps · 2 servers
Your agent runs it end-to-end
List the week's Brex transactions with vendor, amount, and category.
BRApply GL codes based on vendor patterns and amount thresholds.
Append the categorized rows to the Expense Ledger sheet.
GSFlag anything ambiguous, such as a new vendor, an odd amount, or a mismatch.
Post the review queue to a second tab in the sheet.
GSThe payoff
Close starts on day two, not day five
Categorization is done before the close meeting. Reviewers get a short list of edge cases instead of 140 transactions, and the ledger ties out on the first pass.
Paste this into Claude, Codex, or any MCP-connected agent. It'll connect your apps and run the task from start to finish.
Run it yourself
Copy the prompt
Goal: Categorize Brex Expenses MCP servers needed (connected through MewCP): Brex, Google Sheets Steps: 1. List the week's Brex transactions with vendor, amount, and category. 2. Apply GL codes based on vendor patterns and amount thresholds. 3. Append the categorized rows to the Expense Ledger sheet. 4. Flag anything ambiguous, such as a new vendor, an odd amount, or a mismatch. 5. Post the review queue to a second tab in the sheet. Check with me before sending any message or changing data in a connected app.
