Open Banking API Platform

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  1. Open Banking API Platform
  2. Work with an agent
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Put an AI agent to work in Open Banking API Platform

Use Proto to inspect banking work, prepare records and surface decisions for the right person.

Set it up

  1. 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

  2. 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.

  3. 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.

  4. 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.

What the agent can do

  • Treasury Preparer: Show my draft instructions with requested dates and explain which account lines and counterparty are attached before review.
  • Independent Treasury Approver: Summarize a review item, its current revision, amount, account scope and supporting evidence so I can make the decision.
  • Auditor: Trace a confirmed instruction through its reviewer decision, provider evidence, reconciliation item and operation receipt.
  • App Administrator: List active counterparties and team memberships for an organization before the next operating cycle.

What stays with a person

  • An agent can prepare a request and organize evidence, but the Independent Treasury Approver makes the authorization decision.
  • Provider authority must actually grant bank-data access, and verified provider confirmation supports the final bank outcome.
  • A reconciliation exception needs a person to investigate the source movement and account context.

An agent can prepare a request and organize evidence, but the Independent Treasury Approver makes the authorization decision. Provider authority must actually grant bank-data access, and verified provider confirmation supports the final bank outcome. A reconciliation exception needs a person to investigate the source movement and account context.

Set up Open Banking API Platform your way.

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

Start now Download Proto

How to get started