INVITING AI AGENTS IN

Welcome AI agents into your ops. Keep your auditors calm.

Welcome AI agents into your ops. Keep your auditors calm.

Welcome AI agents into your ops. Keep your auditors calm.

Giving AI agents safe access to your operations is more an infrastructure problem than a model problem. Here's what your stack needs in place first.

THE REAL BLOCKER

Most regulated companies have the AI capability they need. The infrastructure for AI agents to operate safely is where the gap is.

Most regulated companies have the AI capability they need. The infrastructure for AI agents to operate safely is where the gap is.

The models are capable. The use cases are clear. What stops most regulated companies from moving faster is ops readiness, not AI readiness. Your AI agents need live access to your data, scoped permissions, a way to escalate to humans, and a full audit trail on everything they touch. Without that infrastructure, you don't have agentic ops. You have an experiment.

WHAT IT TAKES

Four mechanics to put in place before AI agents can operate safely.

Four mechanics to put in place before AI agents can operate safely.

01

Live data access through Forest's backend

Forest's backend deploys inside your environment. Your AI agents read and write through it directly to your databases and SaaS tools. No ETL, no copy layer, no snapshot.

02

Permissions at the action, workflow, and record level

Your team scopes each AI agent's access to specific actions, workflows, and records. Same RBAC model that governs your team, applied to your AI agents the same way.

03

Configurable human escalation

Your team sets escalation thresholds, by confidence level, by action type, by risk score. Forest routes the right context to the right human at the right moment, with the case history attached.

03

Configurable human escalation

Your team sets escalation thresholds, by confidence level, by action type, by risk score. Forest routes the right context to the right human at the right moment, with the case history attached.

04

Configurable human escalation

Your team sets escalation thresholds, by confidence level, by action type, by risk score. Forest routes the right context to the right human at the right moment, with the case history attached.

04

Configurable human escalation

Your team sets escalation thresholds, by confidence level, by action type, by risk score. Forest routes the right context to the right human at the right moment, with the case history attached.

Connecting AI agents to your stack

Connecting AI agents to your stack

Connecting AI agents to your stack

Q1

How does Forest plug your AI agents into the tools your team already runs?

Forest's backend connects to your datasources: your databases, your SaaS tools, your systems of record. Inside workflows, MCP tasks call your external tools (KYC providers, PSPs, communications platforms, case-management systems). Customer data travels to a provider only at the point where its service is called, and the response is logged back to the case. Custom actions reach into other resources across your infrastructure. The Forest MCP Server opens all of that up to your AI agents, with the same scoped permissions and audit coverage your team works under.

Q2

How does governance hold up when a regulator asks questions?

Forest logs the instructions each AI agent was given, the data it accessed, the actions it triggered, and the outputs it produced. Permissions are fine-grained: your team gives each AI agent the access it needs for one job and no more, scoped at the action, workflow, and record level. When a regulator asks what happened, the answer covers humans and AI agents in the same record.

Let us get you started

More on agentic ops adoption in fintech.

More on agentic ops adoption in fintech.

Let's look at your infrastructure together.

Talk to the team. We'll map your current setup and show you exactly what it takes to bring AI agents in safely, and what your team can run on day one.

Let's look at your infrastructure together.

Talk to the team. We'll map your current setup and show you exactly what it takes to bring AI agents in safely, and what your team can run on day one.

Let's look at your infrastructure together.

Talk to the team. We'll map your current setup and show you exactly what it takes to bring AI agents in safely, and what your team can run on day one.

The ops orchestration layer for fintechs.

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