Start with permissioned context
Bluwhale gives financial agents context from data the user authorizes. Start with the records needed to answer one question and grant access for that task.
AI AGENTS FOR FINANCIAL SERVICES
AI Agents for Financial Services: Research, Context and Control
Explore financial AI agents through Bluprint's creation, testing and store workflow. Start with a research task, review a showcased wallet-monitoring example and define the data and permissions your financial-services use case would need.
BUILT WITH BLUWHALE
What should a financial AI agent deliver?
Bluwhale combines financial context, developer tools and specialized agents. Use Bluprint to build a focused workflow, such as a research brief that links back to its sources.
Design a focused workflow
Bring a concrete use case to the platform: explain a financial view, monitor a condition or support a defined action. Scope the tools and authority around that task so the user experience has a clear purpose.
Connect development and delivery
Bluwhale combines developer resources with an Agent Store distribution path. Teams can consider how the agent will be built, tested and delivered as parts of the same project.
BUILT WITH BLUPRINT
From a research request to a source-linked brief
On October 16, 2026, we asked a Bluprint research agent for a BTC and ETH news brief. Read its response below and follow the links to the original reports.
The task, result and boundary
- Input
- A request for official Bitcoin Core and Ethereum updates, including original dates and source links.
- Workflow
- A Daily News Brief agent, created in Bluprint and run on demand.
- Observed output
- Two dated items with links. The response identified the older Bitcoin Core release as stale; the source links were checked in the documented test.
- Access and limits
- The task used public information and was scoped to research. The test agent was paused afterward. This test did not validate connected-account access, payment controls or trading.
SAMPLE BANK PILOT
Explain one account's balance change
Use these sample bank records to test a balance explanation. Give the agent the opening balance and posted transactions, then check whether its answer reconciles to the closing balance.
Opening balanceUSD 2,500
Posted deposit+ USD 400
Posted payment− USD 180
Expected closing balanceUSD 2,720
Expected explanation: the account increased by USD 220 because of the deposit and payment. Use one currency and reporting period, with no other transactions. Require references to the input records, then remove a record and check that the answer identifies the incomplete data.
Before testing, confirm the data path and enforce read-only access in the integration. Plan the pilot or discuss this account-explanation workflow with Bluwhale.
THE BLUPRINT JOURNEY
Create, test and submit an agent for review
The official tutorials describe choosing a template, configuring an agent, testing it and preparing a store listing. Creating an agent and making it publicly available are separate stages.
01
Open Bluprint and choose a template
Sign in, open Bluprint and select Create Agent. Choose the category and template that match your task.
02
Configure the task
Answer the setup questions, customize the instructions and review the summary before creating the agent.
03
Test its response
Ask the agent a question and compare its response with the task you defined. The linked research guide adds source and date checks for its worked example.
04
Prepare the listing and review
For public distribution, prepare the store listing, review BLUAI credit requirements and submit for review. Confirm the current terms, review outcome and public listing in your account.
From configuration to public distribution
01Choose
02Configure
03Test
04Submit
Based on the official Bluwhale tutorials linked above. Check current product requirements before submission.
PRACTICAL USE CASES
Choose a task with an output you can check
Choose the workflow that matches your goal. The research guide walks through a source-linked news brief. The videos show wallet monitoring and how to interact with a specialized agent.
Research public updates
Follow the BTC and ETH research workflow from the original request to the agent’s brief. Open its source links and compare each publication date with the reporting window.
Explore wallet monitoring
The official Create Your Own Agent video showcases tracking whale wallets and flagging large movements. Define which wallets and events matter, then test the actual alert behavior and permissions in your selected agent.
Interact with specialized agents
The Interact with AI Agents video shows how to add an agent and ask about USDC staking. Review the agent’s permissions, fees and protocol risks before deciding whether to act.
YOUR QUESTIONS, ANSWERED
AI Agents for Financial Services questions
Understand the workflow and choose your next step with Bluwhale.
What can AI agents do in financial services?
Build a research agent in Bluprint, explore the wallet-monitoring tutorial or use an agent for a focused financial question. For an institutional pilot, start with one authorized data source and one output your team can reconcile.
Can I see a working Bluwhale example?
Yes. Open the Bluprint guide to see the question we gave a public-news agent, the brief it returned and the dated sources behind its answer.
Does an agent platform replace compliance review?
No. A financial product team remains responsible for its own service design, applicable obligations and operational controls. Discuss the required evidence and integration requirements with Bluwhale as part of the project.
What should we bring to an integration discussion?
Bring the user journey, required financial sources, expected output and any actions the agent may take. This gives Bluwhale’s team a concrete basis for discussing technical fit and the development path.
EXPLORE BLUWHALE
Build, compare or plan your pilot
YOUR NEXT STEP
Plan a read-only financial agent pilot
Choose one account explanation and one reporting window. Bring the opening balance, posted records, source timestamps and required read permissions. A reviewer should be able to reproduce the closing balance and see a missing-record warning when an input is removed. Use the pilot guide to define the trial before discussing integration.
