Financial services

Agent access your risk team will actually approve.

Least-privilege, identity-attributed access to regulated data, with the evidence trail reviewers ask for.

The ask

What your customers are asking for

Your customers want their analysts and servicing teams to use assistants against real account data. Their second sentence is always about controls, because in this sector an unattributable action is a finding.

They are not asking whether AI is useful. They are asking who is accountable when it acts.

The trap

Why a shared API key fails

A shared API key makes every agent action indistinguishable from every other. The log says the integration did it, which is exactly the answer that fails an audit.

It also removes least privilege in one step: the key's scope becomes every user's scope, so a support user can reach what only an administrator should.

In practice

One request, followed all the way through

  1. 01A servicing analyst asks: "Show me the payment history on this account."
  2. 02The assistant calls get_payment_history carrying the analyst's session, not a credential.
  3. 03LockMCP verifies the session, checks the analyst's role against the tool, and confirms they may call it.
  4. 04The account parameter is scoped to the book that analyst is assigned, so accounts outside it cannot be requested.
  5. 05The call executes with credentials injected server-side, and sensitive response fields are redacted before the model sees them.
  6. 06The call, the arguments and the outcome are written to an append-only log against the analyst's identity.
For them

What your customer gets

Least privilege enforced

Access is bounded by the signed-in user's role, checked when the tool runs.

Attributable actions

Every call names the person, not a service account.

Redaction before the model

Sensitive fields are stripped from responses automatically.

Revocation that works

Removing access is enough. There is no key left in a client config.

For you

What you get

The questionnaire answered

Isolation, encryption, attribution and revocation each have a concrete answer.

Redaction you configure

Sensitive response fields are stripped before the assistant ever sees them.

No shared secrets to rotate

Clients never hold upstream credentials, so a leaked client config is not an incident.

Per-customer isolation

Row-level security scopes every query to the tenant that owns it.

Ship tools your security team will trust

Ship AI tools from the APIs you already have.

30-minute walkthrough with your own OpenAPI spec. Leave with working, governed MCP tools.