AP agent
Let Claude or ChatGPT read your QuickBooks Online or Xero invoices and draft vendor payments against your AP envelope.- Reads: your QBO/Xero invoices, your existing vendor list.
- Writes: payment proposals against an allowlisted vendor set.
- Caps: 10,000 per day (defaults; override at install).
- Step-up: every payment requires your explicit approval before broadcast.
Treasury
Let Claude allocate idle USDC across yield strategies you’ve pre-approved (T-bills, money-market funds, etc.).- Reads: your treasury balance, current yield strategy allocations.
- Writes: rebalance proposals between approved strategies.
- Caps: 200,000 per day.
- Step-up: every reallocation crossing the daily threshold requires approval.
Trip budget
Let Claude track travel spend against a budget you set. Lower-stakes; great as a first agent install.- Reads: card transactions tagged to the trip, balance.
- Writes: none — this is a read-only skill.
- Caps: N/A (read-only).
- Step-up: N/A (read-only).
Market research cap
Let an agent tap a small research-spend budget to pay for one-off services (single API calls, single research reports, single freelance gigs).- Reads: your research-spend balance, recent purchases.
- Writes: payment proposals for individual line items.
- Caps: 1,000 per month.
- Step-up: transactions above $50 require approval.
Payroll cosigner
Let an agent pre-validate payroll batches you’ll approve. The agent flags issues (missing tax info, off-cadence amounts) before you sign off.- Reads: payroll runs, employee details.
- Writes: none — the agent flags but doesn’t initiate.
- Caps: N/A (advisory).
- Step-up: N/A.
AP agent (ChatGPT Apps)
Same as the Claude AP agent but bound to ChatGPT’s tool runtime.- Same scope, caps, and step-up as the Claude variant.
- Bound to ChatGPT’s MCP integration via the Glide ChatGPT App listing.