Codat

Spend insights  on demand

Finance & Accounting

Compliance CertificationsGDPRCCPASOC2ISO 27001

About Codat

Codat's business data APIs connect banks and fintechs to all of the financial systems their customers use.

What Cakewalk Does With Codat

Govern who on your team and which agents can access Codat. AI agents can act inside Codat with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Codat through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Codat TasksAgent Connection	A person asks their agent to do something in Codat, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Codat is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.