Shared agents for Financial Services & Fintech
Build agents, automations, and apps your Financial Services & Fintech team can manage together. Market-data feeds (equities, FX, crypto), on-chain/web3 infrastructure, brokerage and bank-account connectivity, and the identity-verification + fraud tooling regulated fintech requires.
Shared integrations for Financial Services & Fintech
Connect once and share access with agents, automations, apps, and teammates, with granular permissions.
Connect Alpha Vantage to Claude in type.com to pull balance sheets, cash flow statements, and commodity prices from a shared thread.
Connect Polygon.io to Claude in type.com to pull tickers, crypto indicators, and price data from a shared thread.
Connect Twelve Data to Claude in type.com to pull cash flow statements, correlation stats, and reference data for stocks and other assets.
Ask Claude for a Finage currency conversion, crypto rate, or treasury yield in type.com, with results shared right in the thread.
Connect EODHD APIs to Claude in type.com to pull stock prices, fund data, and macro indicators in a shared thread.
Connect Nasdaq Data Link to Claude in type.com to pull stock prices, dividend fundamentals, and analyst ratings inside a shared thread.
Connect Benzinga to Claude in type.com to pull earnings calendars, analyst ratings, and economic data from a shared research thread.
CoinMarketCapConnect CoinMarketCap to Claude in type.com to pull market listings, coin quotes, and exchange details from a shared research thread.
Connect Coinranking to Claude in type.com to check coin prices, fiat conversions, and historical data from a shared team thread.
Connect Token Metrics to Claude in type.com to check crypto prices, technical indicators, and trading signals from a shared thread.
Connect Bitquery to Claude in type.com to query historical and real-time blockchain data across 40-plus chains from a shared thread.
Connect beaconcha.in to Claude in type.com to check validator income, epoch stats, and ERC-20 balances from a thread.
Use Alchemy with Claude in type.com to check NFT rarity, pull collection metadata, and fetch contract details for Ethereum projects in one thread.
Connect Blocknative to Claude in type.com to check gas prices, review supported chains, and configure mempool filters while the service is live.
Connect Coinbase to Claude in type.com to check asset details, currency info, and live quotes from a shared research thread.
Connect Alpaca to Claude in type.com to manage watchlists, track positions, and act on trading data from a shared thread.
Connect MX Technologies to Claude in type.com to create users, link them to financial institutions, and disable inactive accounts.
Connect Fidel API to Claude in type.com to set up brands, locations, and reward offers for card-linked programs from a shared thread.
Connect Persona to Claude in type.com to tag accounts, manage verification lists, and review identity data from a thread.
FraudLabs ProConnect FraudLabs Pro to Claude in type.com to screen orders for fraud, check past results, and log reviewer feedback from a thread.
Connect PostgreSQL to Claude in type.com so your team can query production data, inspect schemas, and review results without a separate SQL client.
Connect GitHub to Claude and Codex in type.com to open issues and pull requests, commit file changes, triage labels, and dispatch Actions workflows.
Skills for your shared agents
Reusable instructions, scripts, and assets your agents and teammates can use together.
Pulls equities, FX, and crypto quotes from Polygon.io, Alpha Vantage, and CoinMarketCap, then renders price moves and volume as charts and tables for a daily market readout.
Queries Alchemy and Bitquery to decode a wallet or contract address, label transfers, and trace fund flows with bundled scripts for common ERC-20 and gas-spike checks.
Walks a Persona verification through a documented review checklist, summarizes flagged inquiry fields and watchlist hits, and drafts an approve/escalate recommendation with reasons cited.
Enriches a flagged transaction with the FraudLabs Pro risk score, IP/geo and BIN reference data, and recommends a hold, review, or release action.
Pulls client holdings from Alpaca and Coinbase, compares against target allocations, and drafts rebalancing trades with tax-loss harvesting opportunities flagged.
Chains Persona KYC, Stripe identity verification, and AML screening, then provisions the verified customer into your core system and sends the welcome flow.
Shared automations for Financial Services & Fintech
Start work on a schedule or from Slack, webhooks, email, feeds, and supported app events.
Posts a morning readout of overnight index, FX, and top-mover price action with a short agent summary before the bell.
Receives Blocknative and Finage threshold webhooks and posts a critical alert when a watched asset breaches a price band or gas spikes.
Forwards each new Persona inquiry into the compliance channel so the agent can pre-summarize the case for reviewer sign-off.
Listens for high-risk FraudLabs Pro screens on Fidel API card transactions and escalates the flagged charge with enrichment for a quick decision.
Monitors settlement hooks and alerts the ops team when a fund transfer stalls, including retry logic and manual-intervention next steps.
Checks your filing calendar against SEC and state regulatory deadlines and posts a reminder with the checklist and assigned compliance owner.