Connect your own AI agent

There are two different agent endpoints. The public guide answers questions about this content without any account. The workspace MCP endpoint gives an agent your own finance data and tools, after you sign in and allow it.

Public guide (no account)

An agent that needs to find a guide, a course or a formula can ask our guide agent:

• MCP: /agent/mcp with the tools content.search, content.read, content.list and platform.connect
• A2A: the agent card at /.well-known/agent-card.json
• HTTP: /agent/ask?q=..., described at /agent/openapi.json
• Plain files: /llms.txt, and any page as Markdown by adding .md to its address

See For AI agents for the full list.

Your workspace over MCP

1. Add the platform's MCP address (/mcp on your platform's address) to your MCP host.
2. The host discovers the sign-in server by itself (OAuth protected resource metadata) and registers.
3. You sign in, pick a workspace you own and allow the app. The consent page warns you when an app registered itself.
4. The agent can now read figures and create drafts with the same tools our assistant uses. It cannot approve, pay, file taxes or delete anything, and every tool call is in the audit log.
5. Disconnect the app at any time under Settings → Apps.

REST API and tokens

An owner can create a workspace API token under Settings → API tokens with scopes (read, edit_records, edit_model, view_audit) and an expiry. The token works for the REST API (/api/v1) and in an MCP client configured by hand. The contract is published at /api/openapi.yaml. Apps used by other people should register as an OAuth app instead.

Webhooks

Owners can register an endpoint to receive signed events, such as an approved forecast, with retries.