Supercharge Codat with Relevance AI
Codat's business data APIs connect banks and fintechs to all of the financial systems their customers use.
What your agents can do with Codat
Pre-built Codat tool steps, ready to drop into any agent or tool. Each step lists the inputs your agent fills in when it runs.
New Webhook Message (Instant)
Emit new event when a specified event type is produced by Codat. See the documentation.
Custom API call
Need something the pre-built steps don't cover? Call any Codat API endpoint directly with your connected account, using an API tool step.
Connect Codat in four steps
You don't need to be a developer to set up this integration.
Open Relevance AI
Sign in to Relevance AI, or create a free account to get started.
Connect your Codat account
Add your Codat API key under Integrations. Provide your Codat API key.
Create a new tool
Create a tool, the reusable building block your agents run.
Add a Codat tool step
Pick a Codat tool step, configure its inputs, and your agents can start using it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
Put Codat to work in your agents
Connect Codat alongside 2,000+ other integrations and let your agents run the busywork.