“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.”

“Setting up dedicated accounts, you give yourself permission in the future to spend the money on what you said that money was supposed to be for”

“I gave Muse read-only access to my bank statements. And just like that, it built me a dashboard, complete with a budget.”

“The dc research tool also has a full integrated portfolio manager… it rejects any connectivity that has any ability to move anything… only read only”

“I've actually done this with Xero, where I've created an agent login. So it's a login just for the AI agent, just for Claude. And it has limited permissions, right? Just like a bookkeeper.”