Put an AI agent to work in Core Banking System

Ask Proto to prepare treasury work for a human decision and inspect exceptions.

Set it up

Teach your agent ERP.AI
Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.
curl -fsSL https://www.erp.ai/skill.md
Give it a role
Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.
Check what it can reach
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Review its work and usage
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

agent · core banking system

Treasury Preparer: Gather the instruction, account scopes and supporting material for a review request.
Independent Treasury Approver: Present the frozen revision, related evidence and earlier decisions before the approver acts.
Auditor: Trace a confirmed instruction to its provider notice, reconciliation movement and operation receipt.
App Administrator: Identify inactive members or counterparties requiring a setup review.

Proto can prepare information and point out discrepancies.
The Independent Treasury Approver makes the guarded decision.
Provider acceptance and settlement require the provider’s actual response; a generated summary cannot stand in for a confirmation notice.
An uncertain external effect needs receipt and provider review before another action.
Usage and billing follow the plan shown during setup.
Review the final instruction and its organization scope before an authorized user acts.

Start free, then use Proto to change fields, steps and approvals before your team goes live.