Ed’s Agentic Finance Rails
Connect AI agents to money, safely.
How brokers, banks and payment networks let AI agents trade, pay and manage money, and who approves what.
A source-linked wiki of how brokers and financial services let AI agents in: which ones offer official access, how it works, who approves the agent’s orders, and how to build against it. Every fact links to a source; anything not confirmed says unknown.
The wiki covers five areas:
- Trading: brokers that let agents read accounts and place orders. Start at Trading.
- Payments: card networks, payment tokens and protocols that let agents pay. Start at payments.
- Personal money agents: AI agents that work with bank and card data, banks’ own AI tools, and how banks treat outside agents. Start at personal money agents.
- Advisors: AI tools for financial advisors. This section is new and still thin; start at advisor agents.
- Rails: the shared plumbing underneath, such as identity, mandates and payment protocols. Start at rails.
Use it
- People: start with the overview, Trading, payments, personal money agents, the advisor agents section and the approval models.
- Quick answers: the FAQ.
- Engineers: see Build it.
- AI agents: read AGENTS.md for how to cite and when to say “unknown”, then clone the repo and load llms.txt, providers.json and programs.json into context. Everything works offline with no tooling. The site is at https://agenticfinancerails.com.
git clone https://github.com/edyavno/eds-agentic-finance-railsWhat is in the repo
| Path | What |
|---|---|
providers/ | One page per provider, with a YAML header of key fields |
payments/ | One page per payment program or protocol, with a YAML header record |
personal-money/ | Personal money agents, bank AI tools and bank positions, with YAML header records |
advisors/ | AI tools for financial advisors |
sources/ | One short card per source (summary, short quotes, fingerprint), never a full copy |
approval-models/ | The five approval models |
rails/ | Shared plumbing: OAuth MCP, local servers, payments, identity, mandates |
build/ | Connection commands, human-in-the-loop patterns, starter prompts |
comparisons/ | Side-by-side views |
analyses/ | Saved answers to questions (none yet) |
index.md, directory.md, llms.txt, data/ | Generated from the pages and committed |
overview.md, faq.md, glossary.md, gaps.md | Context, short answers, definitions, open questions |
changelog/ | What changed, newest first; changelog/README.md is generated and shows the wiki in numbers |
schema/ | JSON Schema for page headers |
Corrections
Use the “Suggest a correction” link at the bottom of any page. It opens a GitHub issue. This repo does not take outside pull requests.
License
Content is licensed under CC BY 4.0. Source cards quote short excerpts from third-party pages for reference; those pages belong to their publishers.
Not investment advice.
Suggest a correction (opens a GitHub issue)