AI and automationAssistants and agents
Assistants and agents
under the same controls
Work from the assistant
you already use
Arfiti MCP is the connection your assistant uses to read records and submit proposals: a typed tool surface for queries, submissions and workflows, under the signed-in user’s or agent’s role. Cowork, Codex or any assistant that supports MCP can use it.
In your assistant · CoworkWhat did we spend on components in September, and draft the accrual for the Veldt bill that hasn’t arrived yet.September components: €12,480 posted on 5100 plus €640 awaiting approval. I’ve drafted accrual JE-0951 for €10,400 and submitted it for your approval — nothing is posted yet.Signed in as M. Tamm · same permissions as in the dashboard
Arfiti MCP · tool calls4 calls
query · general ledger · 5100 · September 2026readget_entity · vendor · Veldt Componentsreadworkflow · schema · transaction.postreadsubmit · transaction.post · JE-0951Awaiting approvalEvery call is authenticated and runs under the signed-in user’s role and entity scope
The same tools and permissions a person would useEvery MCP call is authenticated, with OAuth 2.1 for people and API keys for agents, and resolves to the same role and entity scope as the dashboard. The assistant cannot do anything you could not do yourself.
Agents for the
recurring work
Run Arfiti agents for recurring finance work, or shape custom agents around your own procedures. Agents run under their own permissions and submit proposals through the same controls as people; enabling one does not bypass approvals.
Built-in agents · enabled during setupEach runs under its own permissions
Bill processorEmailed or uploaded supplier bills become drafted records with the PDF attachedemail received
Bank transaction processorImported statement and card lines are categorised and proposedstatement import
Reconciliation agentPayments are matched to open invoices and billsschedule
Payment proposal agentDue bills are gathered into a batch for reviewschedule
Expense processorReceipts become coded expense lines waiting for approvalemail received
Period close agentWorks through the month-end checklist with youschedule
Also: bills collector, receipts collector, billing run, invoice delivery, payment collection and amortisation recognition
Optional, configured during setupBuilt-in agents are optional. Enable them per organisation and configure their permissions and review routes. Eligible actions may proceed automatically under those controls.
Emailreceipts@halden.arfiti.com · taxi_03sep.jpg
Expense processor · pipeline4 blocks
Read the attachment
Match the employee and the card line
Code against the expense policy
Submit for approval
PipelinesDocuments arriving by email or connection become proposals. An agent is a pipeline of small, typed, tested blocks; intake addresses and connectors feed the same proposal queue.
Custom agent · Monthly allocationYour procedure
Skill · Monthly cost allocation v4Reads
Plugin · artifi-core-cost-allocationCalculates
Permissions · may read 6300, may propose journalsScoped
Runs in Arfiti on a schedule, or from your assistant on request
Custom agentsAgents shaped around your own procedures, built from skills and plugins and scoped to the records and actions you grant. They run in Arfiti or through a connected assistant.
Agent identityAdmin · Agents
Bill processor · API keyActive
Role · AP accountant · entity: Halden Robotics OÜScoped
May approve or payNo
An agent is a member with a key and a role, not a bypass
An agent is a member, not a bypassAgents authenticate with their own keys and carry a role and an entity scope like any member. Changing what an agent may do is a permission change, logged like any other.
Run · bill processor · #4821Completed
Trigger · email received · bills@28 Sep, 08:14
Output · Bill BL-2041 · proposalAwaiting approval
Question for you · vendor VAT number differs from the recordAnswered
Every run keeps its trigger, inputs, outputs and the questions it asked
Every run is recordedRuns keep their trigger, inputs, outputs and the questions they asked you. Failed runs are surfaced to administrators rather than retried silently.
Several steps,
one reviewable run
Multi-step workflows combine programmatic and reasoning steps in one reviewable run, each step recorded with its inputs and outputs. Schedules make the same work run on a date, not only on request.
Request · Cowork“Prepare the September cost allocations the way we always do, and send them for approval.”Assistant reads the Monthly cost allocation skill, then calls Arfiti through MCP under your permissions.
Workflow run · WF-22104 steps
Read September expense lines · 142 lines
Apply allocation policy · by headcount, 4 departments
Draft journal JE-0932 · 8 lines, balanced
Submit for approval · awaiting approval
Result · Journal JE-0932Draft
Engineering7,728.00
Sales5,152.00
Operations3,312.00
General and admin2,208.00
Allocated from 6300 Shared costs18,400.00
Steps follow your procedureRead the expenses, apply the allocation policy, draft the journal, submit for approval. The draft arrives as a proposal with its schedule and evidence attached.
Schedules · Halden Robotics OÜEurope/Tallinn
Amortisation recognition · deferred revenue and prepaid costs1st · 06:00
Reconciliation agent · match payments to invoicesDaily · 06:00
Payment proposal · gather due bills into a batchMondays · 09:00
Period close · open the checklist1st · 07:00
Scheduled runs produce proposals with their evidence; they do not post without the configured approval
SchedulesDepreciation and recognition journals prepared on the first of the month, reconciliation every morning, payment batches on Mondays. Schedules use your time zone and the configured action and approval rules.
Workflow run · WF-2214Stopped at step 3
Read September expense lines · 142 lines
Apply allocation policy · by headcount
Draft journal · headcount register missing for 2 people
Submit for approval · not reached
Failures are recorded; retries and recovery follow the workflow configuration
Failures stop the runA step that cannot complete stops the run and is surfaced rather than hidden. Inspect completed steps before retrying: earlier successful actions may remain recorded.
Start with
your business.
Connect your assistant, explain what you need, and explore how Arfiti fits the way you work.