INVITING AI AGENTS IN
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
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
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.

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.
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