Integration · Payments and finance
AI agents for Wise
Read your Wise profiles, balances and recipients, lock in exchange-rate quotes, and draft transfers for a person to fund in Wise.
- Actions
- 5
- Read
- 3
- Write
- 2
Actions
What your agents can do in Wise
5 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 3
Look things up. Nothing changes.
List profiles
Lists the Wise profiles the token can use: the personal profile and any business profiles, each with its id, type (PERSONAL or BUSINESS) and name details.
Get balances
Lists a profile's multi-currency balances: each balance's id, currency, amount (value and currency), reservedAmount and type (STANDARD, or SAVINGS for jars).
List recipients
Lists a profile's saved recipient accounts (the people and businesses you pay), optionally only those receiving one currency.
Write 2
Create, change or send.
Create a quote
Creates a quote for sending money from one currency to another, for either the amount sent (source_amount) or the amount received (target_amount), never both.
Draft a transfer
Creates a transfer from a quote to a saved recipient, with the reference the recipient sees.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Wise account.
What you enter
- Personal API token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Wise data
Ask a question in plain words. The agent can list profiles, get balances or list recipients in Wise, then answers with what it found.
- 02
Let an agent update Wise
Have the agent create a quote or draft a transfer in Wise as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Wise and Slack: it can list profiles in Wise and post a summary to a Slack channel in the same run.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
FAQ
Wise and MyDeepAgents
Can MyDeepAgents connect to Wise?
Yes. The Wise connector has 5 actions: 3 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Wise?
Paste an API key from your Wise account. You'll need: Personal API token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Wise without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use Wise in workflows as well as agents?
Yes. Every Wise action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Wise to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.