Use case

The agent toolkit for multiplayer collaboration in Financial Services & Fintech

Everything Financial Services & Fintech teams run on, connected for multiplayer collaboration with Claude Code, Codex, and AI teammates. Market-data feeds (equities, FX, crypto), on-chain/web3 infrastructure, brokerage and bank-account connectivity, and the identity-verification + fraud tooling regulated fintech requires.

Get started22 integrations6 skills6 automations
Integrations

Integrations the Financial Services & Fintech stack runs on

Connect the apps your team already uses and put Claude Code, Codex, and AI teammates to work across them, with governed access and human review.

Alpha Vantage

Alpha Vantage provides free APIs for real-time and historical financial data, including stock time series, technical indicators, and more.

Polygon.io

Polygon.io provides real-time and historical market data APIs for stocks, options, forex, and cryptocurrencies, enabling developers to build financial applications with ease.

Twelve Data

Twelve Data provides a comprehensive financial data API offering real-time and historical market data for stocks, forex, cryptocurrencies, ETFs, and indices.

Finage

Finage provides secure RESTful APIs for real-time and historical financial market data covering stocks, forex, cryptocurrencies, indices, ETFs, and commodities.

EODHD APIs

EODHD APIs provide comprehensive financial data, including historical stock market data, live stock prices, fundamental data, and more, accessible via REST and WebSocket APIs.

Nasdaq

Nasdaq Data Link is a cloud-based financial data platform providing access to curated premium and free datasets including equity prices, company fundamentals, earnings estimates, options data, forex rates, and economic indicators through REST and Streaming APIs, with integrations for Python, R, Excel, and SQL.

Benzinga

Benzinga provides real-time financial news and data APIs, offering comprehensive coverage of market-moving information for developers and financial professionals.

CoinMarketCap

CoinMarketCap provides a comprehensive cryptocurrency market data API, offering real-time and historical data on cryptocurrencies and exchanges.

Coinranking

Coinranking provides a comprehensive API for accessing cryptocurrency market data, including coin prices, market caps, and historical data.

Token Metrics

Token Metrics provides an API offering real-time, AI-powered cryptocurrency data and insights for developers to build trading bots, dashboards, and portfolio tools.

Bitquery

Bitquery provides historical and real-time indexed data for over 40 blockchains through GraphQL APIs, Websockets, SQL, and cloud providers.

beaconcha.in

Beaconchain is a platform providing real-time data and analytics for the Ethereum 2.0 Beacon Chain, offering insights into validators, blocks, and network performance.

Alchemy

Alchemy is a blockchain development platform that provides powerful APIs and developer tools for building and scaling Ethereum applications

Blocknative

Blocknative provides real-time mempool monitoring and transaction management tools for public blockchains.

Coinbase

Coinbase is a platform for buying, selling, transferring, and storing cryptocurrency.

Alpaca

Stock and crypto trading platform with commission-free trading, real-time market data, and algorithmic trading capabilities

MX Technologies

MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.

Fidel API

Fidel API provides a developer-friendly, secure, and reliable API for businesses to link payment cards with mobile and web applications, enabling real-time transaction monitoring and event-based experiences.

Persona

Persona offers identity infrastructure that allows you to craft personalized and automated verification solutions so you can better understand & protect users.

FraudLabs Pro

FraudLabs Pro is an online payment fraud detection service that helps merchants minimize chargebacks and maximize revenue by detecting fraud across various payment methods.

PostgreSQL

Connect a PostgreSQL database for read-only queries — agents can answer questions over your data without leaving Type.

GitHub

Connect repositories so Type can react to proposed changes, commits, and issues, and post back as a bot.

Skills

Skills your AI teammates run on the Financial Services & Fintech stack

Pre-built skills that turn Financial Services & Fintech tools into agent workflows your team can run and review.

/Market brief builder

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.

/On-chain tx tracer

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.

/KYC case reviewer

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.

/Fraud signal triage

Enriches a flagged transaction with the FraudLabs Pro risk score, IP/geo and BIN reference data, and recommends a hold, review, or release action.

/Portfolio rebalancer

Pulls client holdings from Alpaca and Coinbase, compares against target allocations, and drafts rebalancing trades with tax-loss harvesting opportunities flagged.

/Onboarding accelerator

Chains Persona KYC, Stripe identity verification, and AML screening, then provisions the verified customer into your core system and sends the welcome flow.

Automations

Automations that fire across your Financial Services & Fintech tools

Put agents on a schedule or trigger them from events across the Financial Services & Fintech stack, with humans in the loop.

Pre-market open brief
Every weekday 8:30am

Posts a morning readout of overnight index, FX, and top-mover price action with a short agent summary before the bell.

Price & volatility alerts
On price/gas threshold webhook

Receives Blocknative and Finage threshold webhooks and posts a critical alert when a watched asset breaches a price band or gas spikes.

New KYC submission intake
When a Persona inquiry is created

Forwards each new Persona inquiry into the compliance channel so the agent can pre-summarize the case for reviewer sign-off.

Suspicious charge escalation
When a transaction is scored high-risk

Listens for high-risk FraudLabs Pro screens on Fidel API card transactions and escalates the flagged charge with enrichment for a quick decision.

Settlement reconciliation watcher
When a settlement sits unconfirmed past 24 hours

Monitors settlement hooks and alerts the ops team when a fund transfer stalls, including retry logic and manual-intervention next steps.

Filing deadline runner
Every quarter 30 days before deadline

Checks your filing calendar against SEC and state regulatory deadlines and posts a reminder with the checklist and assigned compliance owner.