Documentation

Docs for the CFO copilot

How to see your currency exposure, use the CFO copilot, and run credit checks on the companies you trade with. Short, practical, copy-pasteable — with the API and MCP reference for the credit engine behind it.

Getting started

Connect Xero or upload invoices, see your FX exposure, and ask the copilot — in 5 minutes.

User guide

Watch the 90-second walkthrough, then follow the step-by-step from sign-up to your first exposure view.

Understanding the score

How the credit grades behind your counterparty view are calculated (A+ to F, PD) when you run a credit check on a UK company.

REST API

Generate an API key and integrate the credit engine behind the copilot into your workflow. Full OpenAPI spec included.

MCP tool for Claude

Connect AgentCredit's credit engine to Claude Desktop or your own Claude-powered agent so AI can pull credit checks directly in the conversation.

Partner FX API

For FX brokers integrating AgentCredit into their CSM platform — onboard a client, get FX exposure limits, record the dealer's decision, audit everything.

Live API reference

Full OpenAPI schema, request/response examples, and an interactive “Try it now” console — auto-generated from the FastAPI scoring engine.

Open the interactive API docs →

Note: the interactive console is available after the production deployment is live. Until then, see the REST API page for curl examples.

Coming soon

  • · Webhooks reference (assessment.completed, plan.updated, trial.ending)
  • · Integration cookbook (Zapier, HubSpot, Salesforce, Slack)
  • · Official SDKs (TypeScript, Python)
  • · Rate limits by plan
  • · Changelog

Need one of these sooner? Email [email protected].