Intelligent Financial Automation

Leverage state-of-the-art AI models to automate complex financial workflows while maintaining full control and transparency

Multi-LLM Provider Support

Seamlessly switch between OpenAI GPT-4, Anthropic Claude, and other leading models based on task requirements and performance needs.

OpenAI Claude Custom Models

Event-Sourced Architecture

Every AI interaction is recorded with complete audit trails, enabling compliance, debugging, and continuous improvement.

Audit Trail Compliance Analytics

Intelligent Workflows

Create complex, multi-step workflows with AI decision points, human-in-the-loop approvals, and automatic compensation.

Sagas Activities Compensation

Semantic Search & RAG

Leverage vector databases for semantic search and retrieval-augmented generation to provide accurate, contextual responses.

Pinecone Embeddings RAG

Real-time Processing

Stream responses for instant user feedback, with intelligent caching and rate limiting for optimal performance.

Streaming Redis Cache WebSockets

Compliance & Security

Built with financial regulations in mind, featuring data privacy, explainable AI, and comprehensive audit capabilities.

GDPR Ready Explainable Encrypted

Enterprise-Grade Architecture

Built on proven patterns with Domain-Driven Design, Event Sourcing, and Saga orchestration for reliability at scale

System Architecture

1

API Gateway

REST APIs and WebSocket connections for real-time AI interactions

2

AI Orchestration Layer

Intelligent routing between LLM providers with fallback strategies

3

Event Store

Immutable audit trail of all AI interactions and decisions

4

Vector Database

Semantic search and knowledge base for contextual AI responses

Technology Stack

AI & Machine Learning

OpenAI Integration Anthropic Claude MCP Protocol Vector Store

Infrastructure

Laravel Redis PostgreSQL Event Sourcing

Orchestration

Laravel Workflow Sagas Activities Child Workflows

Monitoring & Security

Horizon OpenTelemetry Encryption Rate Limiting

Implemented AI Workflows

Production-ready workflows with event sourcing, sagas, and MCP tool integration

Customer Service Workflow

CustomerServiceWorkflow handles complex banking queries with MCP tool integration, automated account operations, and human escalation when confidence is low.

Automated response capabilities
Context-aware query handling
Human escalation support

Risk Assessment Saga

RiskAssessmentSaga orchestrates FraudDetectionWorkflow, CreditRiskWorkflow, and MarketRiskWorkflow with compensation patterns for comprehensive analysis.

Fraud detection workflows
KYC/AML integration
Risk scoring models

Trading Agent Workflow

TradingAgentWorkflow performs market analysis with technical indicators, generates strategies, and executes trades with confidence thresholds.

RSI, MACD, SMA indicators
Momentum & mean reversion
VaR risk assessment

Compliance Workflow

ComplianceWorkflow automates KYC verification and AML screening with MCP tools for regulatory compliance and audit trails.

KycTool for identity verification
AML screening automation
Audit trail generation

Try It Live

Experience the power of our AI agents with this interactive demo

Experience AI-Powered Banking

Our interactive demo showcases how AI agents handle real banking scenarios. Try conversations about account balances, transactions, transfers, and more.

Natural Language

Chat naturally about your banking needs

Smart Context

AI understands banking context

Instant Response

Real-time processing with MCP tools

Launch Interactive Demo

Safe demo environment - No authentication required

Advanced AI Capabilities

Enterprise features for complex financial operations

Multi-Agent Coordination

Orchestrates multiple AI agents (Customer Service, Compliance, Risk, Trading) with consensus building and weighted voting.

• Agent registry & discovery
• Task delegation
• Consensus algorithms

Human-in-the-Loop

HumanInTheLoopWorkflow manages AI decisions requiring oversight with configurable confidence and value thresholds.

• Confidence thresholds
• Value-based escalation
• Approval workflows

MCP Tool Server

Model Context Protocol server exposes 15+ banking tools for account operations, transactions, and compliance.

• Account & balance tools
• Transaction tools
• KYC/AML tools

AI Event Sourcing

AIInteractionAggregate records every LLM interaction with complete audit trails for compliance and analytics.

• Immutable event store
• Decision tracking
• Compliance audit trail

Technical Analysis

Activities for technical indicators (RSI, MACD, SMA), pattern recognition, and automated trading strategies.

• CalculateRSIActivity
• CalculateMACDActivity
• VaRCalculationActivity

Saga Pattern

Complex workflows with automatic compensation for failures, ensuring data consistency across operations.

• Automatic rollback
• Compensation handlers
• Transaction integrity

Model Context Protocol (MCP)

Bridging AI models with banking operations through standardized tool interfaces

How MCP Works

1. Tool Discovery

AI agents discover available banking tools through the MCP server, including account operations, transactions, and compliance checks.

2. Context Building

The protocol provides rich context about user permissions, account states, and regulatory requirements to the AI model.

3. Tool Execution

AI agents execute banking operations through MCP tools with built-in validation, security checks, and audit logging.

4. Response Formatting

Results are formatted with confidence scores, explanations, and next action suggestions for seamless user experience.

Banking Tools Available

Account Management

GetAccountBalance, CreateAccount, CloseAccount, FreezeAccount

Transactions

TransferMoney, GetTransactionHistory, CancelTransaction, RefundTransaction

Compliance

KycTool, AmlScreeningTool, RiskAssessmentTool, ComplianceCheckTool

Analytics

SpendingAnalysisTool, CashFlowTool, TrendAnalysisTool, ReportGeneratorTool

Trading & Exchange

GetExchangeRate, ExecuteTrade, GetMarketData, PortfolioAnalysisTool

Security First: All MCP tools include built-in authentication, authorization, rate limiting, and comprehensive audit logging.

MCP Tool Implementation Example

// MCP Tool Definition
{
  "name": "GetAccountBalance",
  "description": "Retrieve the current balance for a user's account",
  "parameters": {
    "account_id": {
      "type": "string",
      "description": "The account identifier",
      "required": true
    },
    "currency": {
      "type": "string",
      "description": "Currency code (USD, EUR, GCU)",
      "default": "USD"
    }
  },
  "returns": {
    "balance": "number",
    "currency": "string",
    "available": "number",
    "pending": "number"
  }
}

Easy Integration

Get started with our AI Agent Framework in minutes

// Initialize AI Agent Service
$agent = app(AIAgentService::class);

// Create conversation context
$context = new ConversationContext(
    conversationId: Str::uuid(),
    userId: auth()->id(),
    systemPrompt: 'You are a helpful financial assistant.'
);

// Send message to AI agent
$response = $agent->chat(
    message: 'Analyze my spending patterns',
    context: $context,
    options: [
        'model' => 'gpt-4',
        'temperature' => 0.7,
    ]
);

// Stream responses for real-time feedback
foreach ($agent->stream($message, $context) as $chunk) {
    echo $chunk; // Display to user in real-time
}

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AI Agent Framework