jStack

Agent Studio

Build financial agents around goals, tools and policies.

Configure AI agents that can interact with financial systems while operating within defined permissions, workflows and business controls.

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Agent Builderdummy data
Agent name
Procurement Agent
Role
Software purchasing
Goal
Buy approved SaaS for engineering
Model / runtime
configurable
Tools
4 selected
Financial resources
wallet_ops_01
Permission scope
payments:create
Spend policy
$500 / txn
Approval
manager above $1,000
Environment
sandbox

Core Proposition

From business objective to controlled autonomous workflow.

Goal+Tools+Financial Access+Policies+Approval Rules=Financial Agent

Agent Creation Flow

Eight steps from profile to deployment.

  1. 01Agent Profile
  2. 02Assign Identity
  3. 03Select Tools
  4. 04Connect Financial Resources
  5. 05Define Policies
  6. 06Configure Approvals
  7. 07Test in Sandbox
  8. 08Deploy

Core Capabilities

Everything needed to configure a production financial agent.

01

Agent Configuration

Create agents with role, purpose and operating context.

02

Tool Selection

Choose which APIs, financial functions and external tools an agent can use.

03

Financial Resource Access

Connect allowed wallets, accounts, payment functions or card infrastructure.

04

Workflow Configuration

Define multi-step financial operations.

05

Policy Configuration

Set limits, merchant rules, beneficiaries and action boundaries.

06

Approval Rules

Add human approval where required.

07

Sandbox

Test agent behavior before production access.

08

Versioning

Maintain agent configuration changes over time.

Tool Selection

Agents only see the financial functions you enable.

Model and runtime settings stay provider-neutral and configurable — no provider is hardcoded.

  • Vendor Search

    read

  • Procurement System

    read · write

  • jStack Payments

    payments:create

  • Virtual Card API

    cards:issue

  • Wallet Balance

    wallets:read

  • Transaction Lookup

    transactions:read

Example Agent

Procurement Agent.

An illustrative configuration. Templates are examples of what can be configured, not finished commercial products.

Configurationdummy data
Goal
Purchase approved software subscriptions for engineering
Tools
Vendor Search · Procurement · Payments · Virtual Card
Resource
wallet_ops_01
Environment
sandbox → production
Policiesenforced at execution
  1. 01Approved SaaS category only
  2. 02Maximum $500 per transaction
  3. 03Maximum $5,000 per month
  4. 04Manager approval above $1,000
  5. 05No international merchants unless approved

Workflow

How a configured agent executes a request.

  1. 01Request
  2. 02Agent interprets goal
  3. 03Checks policy
  4. 04Selects tool
  5. 05Requests approval if needed
  6. 06Executes financial action
  7. 07Records result
  8. 08Reports outcome

Agent Templates

Starting points for common financial workflows.

  • Treasury Agent
  • Procurement Agent
  • Travel Agent
  • Accounts Payable Agent
  • Commerce Agent
  • Refund Agent

Integration

Studio sits between your agent runtime and the rails.

Bring any agent runtime. Studio configures behaviour; Gateway enforces access; jStack rails execute.

  • LLM / Agent Runtime
  • Agent Studio
  • Agent Gateway
  • Financial APIs

jStack Rails

  • Payments
  • Wallets
  • Cards
  • Payouts

Relevant jStack Products

Financial resources you can connect to an agent.

Use Cases

Workflows teams configure first.

  • AI Procurement
  • Treasury Automation
  • Supplier Payments
  • Travel Booking
  • Refund Automation
  • Marketplace Operations

Related Agentic Finance

Turn financial workflows into controlled agent capabilities.

Configure goals, tools, resources and policies — then test in sandbox before production.

Build Financial Agents with jStack