Beta

agentis connect

Give your AI agent read-only access to your existing bank accounts via Open Banking — across 2,000+ EU banks. Built in the EU, private by design — agentis passes the data to your agent, never stores it.

2,000+ EU banks Read-only Pass-through MCP-native

MCP — one interface to agentis

Every agentis capability reaches your AI agent through the agentis MCP server. Plug in once; new tools appear as agentis ships them.

The Claude desktop app with the agentis MCP connector attached, ready for input

What your agents see

A handful of MCP tools, scoped to the accounts you grant them. Live data, no caching, no commingling.

tool: check_account_balance

available: €24,800.00
current:   €26,350.00
currency:  EUR
tool: list_account_transactions

2026-06-18  −€1,500.00  Acme GmbH
2026-06-17  +€8,200.00  Client Corp
2026-06-16  −€450.00    AWS Ireland
tool: list_account_standing_orders

monthly:  €3,200.00  Payroll
monthly:  €480.00    Hetzner
weekly:   €150.00    Reserve sweep

What you control

Each agent gets its own data-access policy. Restrict what's visible, for how long, and on which accounts.

Account-level access

Assign specific bank connections to each agent. No org-wide visibility by default.

Balance visibility

Show or hide available and current balances. Granular per agent.

Transaction lookback

Cap how far back agents can read. Whitelist categories and debit/credit types.

IBAN masking

Hide raw IBANs from agents by default. Account names stay visible for routing context.

Standing orders & direct debits

Toggle visibility of recurring commitments and mandates per agent.

Immutable audit trail

Every read is logged with agent, policy version, and outcome. Append-only.

Pass-through, by design

Your bank transaction history is never stored on Agentis. Every read is fetched live from your bank, evaluated against your data policy, handed to your agent, and discarded.

We keep the audit trail — who asked, when, and under which policy version. The financial data itself is never retained by agentis.

Why read-only

Open Banking payment initiation in the EU requires a human to approve every transaction via their bank's app. That's tolerable for one agent making the occasional payment — unworkable for a fleet operating autonomously.

So Connect is the awareness layer: agents see everything, autonomously. When you're ready to give them the action layer — native IBANs, virtual cards, SEPA — that's Agent Accounts.

Agent Accounts →

An example · morning cash briefing

Every morning at 8 AM, an AI agent reads the company's accounts and sends a cash-position briefing to the CFO — built on Connect's read-only tools, governed by the policies above.

Give your agents financial sight.