David Leary · The Accounting Podcast · Minus AI, US Edging Toward Recession & Unauthorized Agents Accessing Banks
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created a separate login for the Claude AI agent in Xero with limited permissions so it could code transactions but not access admin features
“If we create a new Relay user, Earmark agent at earmark.me or whatever, and we create an agent and we create a login just for that agent at Relay, we could say it only gets access to the statements for statement retrieval.”
“I have my own security agent that reviews the code. And it's like, well, Claude just created the code. But then Claude is now with its security app going, well, that code is insecure.”
“I keep the financial stuff. So whether that's receipts or, or logins and bills and things like that, I have a whole separate email that's separate from my business email, separate from my personal one”
“I just gave Claude Pro, I think, permission to access my Gmail. And it's just, it sounds obvious, but it's just been mind-blowing.”
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