See the Referrals guide for a full end-to-end walkthrough. This page keeps a few short examples handy for quick testing.
Create a referral
POST https://api.brex.com/v1/referrals
REQUEST
{
"referral_code": "partner_refcode",
"applicant": {
"first_name": "John",
"last_name": "Doe",
"email": "john.doe@doeinc.com"
},
"business": {
"legal_name": "Doe Inc",
"incorporation_type": "C_CORP",
"website_url": "https://doeinc.com"
}
}
RESPONSE
{
"id": "referral_123",
"referral_signup_url": "https://brex.com/signup?pref_token=referral_123",
"expires_at": "2026-04-14T10:30:00",
"status": "UNCLAIMED",
"products": [
{
"cash": {
"application": {
"status": "NO_ACCOUNT"
}
}
}
]
}The returned referral_signup_url is the link you share with the prospect.
Get an update about a referral
GET https://api.brex.com/v1/referrals/referral_123
RESPONSE
{
"id": "referral_123",
"referral_signup_url": "https://brex.com/signup?pref_token=referral_123",
"expires_at": "2026-04-14T10:30:00",
"status": "ACTIVE",
"products": [
{
"cash": {
"application": {
"status": "PROCESSING"
}
}
}
]
}status: ACTIVE means the referral has been attributed to a Brex customer account.
Create a document upload
POST https://api.brex.com/v1/referrals/referral_123/document_upload
REQUEST
{
"type": "ARTICLES_OF_INCORPORATION"
}
RESPONSE
{
"uri": "https://s3.amazonaws.com/destination-link",
"id": "document_123"
}Upload the file to the returned presigned URL:
PUT https://s3.amazonaws.com/destination-link
REQUEST
* binary file contentProcess a delayed EIN document
Use this after the referral is ACTIVE, the document type is IRS_EIN_CONFIRMATION, and the file has already been uploaded to S3.
POST https://api.brex.com/v1/referrals/referral_123/process_ein_document
REQUEST
{
"document_id": "document_123"
}
RESPONSE
200 OK