Finance
Overview
Access your Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter by KYB status, type, or name - View onramp, offramp, and swap account details - Browse transaction history with fees, exchange rates, and blockchain data Example queries: - "Show me all customers pending KYB review" - "What are the recent transactions for this customer?" - "List all onramp accounts using USDC on Base" Read-only access—your data stays safe. Authenticates securely with your Dakota Platform credentials.
Tools
Get detailed information about a specific auto transaction by ID. Returns full transaction details including receipt and blockchain information.
get_auto_transaction
ChatGPTGet detailed information about a specific auto transaction by ID. Returns full transaction details including receipt and blockchain information.
get_customer
ChatGPTGet detailed information about a specific customer by ID. Returns full customer details including KYB status, verification links, and provider statuses.
get_customer
ChatGPTGet detailed information about a specific customer by ID. Returns full customer details including KYB status, verification links, and provider statuses.
get_offramp_account
ChatGPTGet detailed information about a specific offramp account by ID.
get_offramp_account
ChatGPTGet detailed information about a specific offramp account by ID.
get_one_off_transaction
ChatGPTGet detailed information about a specific one-off transaction by ID. Returns full transaction details including receipt and blockchain information.
get_one_off_transaction
ChatGPTGet detailed information about a specific one-off transaction by ID. Returns full transaction details including receipt and blockchain information.
get_onramp_account
ChatGPTGet detailed information about a specific onramp account by ID.
get_onramp_account
ChatGPTGet detailed information about a specific onramp account by ID.
get_swap_account
ChatGPTGet detailed information about a specific swap account by ID.
get_swap_account
ChatGPTGet detailed information about a specific swap account by ID.
list_auto_transactions
ChatGPTList auto transactions with optional filtering by account, status, type, date range, and more. Returns a paginated list of transaction summaries.
list_auto_transactions
ChatGPTList auto transactions with optional filtering by account, status, type, date range, and more. Returns a paginated list of transaction summaries.
list_customers
ChatGPTList all customers with optional filtering by name, type, KYB status, and creation date. Returns a paginated list of customer summaries.
list_customers
ChatGPTList all customers with optional filtering by name, type, KYB status, and creation date. Returns a paginated list of customer summaries.
list_offramp_accounts
ChatGPTList offramp accounts that convert incoming crypto to fiat bank transfers. Filter by customer, source network, or destination ID.
list_offramp_accounts
ChatGPTList offramp accounts that convert incoming crypto to fiat bank transfers. Filter by customer, source network, or destination ID.
list_one_off_transactions
ChatGPTList one-off offramp transactions for a specific customer. One-off transactions are single-use crypto-to-fiat conversions with temporary deposit addresses.
list_one_off_transactions
ChatGPTList one-off offramp transactions for a specific customer. One-off transactions are single-use crypto-to-fiat conversions with temporary deposit addresses.
list_onramp_accounts
ChatGPTList onramp accounts that convert incoming bank transfers to crypto. Filter by customer, destination asset, destination network, or destination ID.
list_onramp_accounts
ChatGPTList onramp accounts that convert incoming bank transfers to crypto. Filter by customer, destination asset, destination network, or destination ID.
list_swap_accounts
ChatGPTList swap accounts that convert incoming crypto to a different crypto asset. Filter by customer or network.
list_swap_accounts
ChatGPTList swap accounts that convert incoming crypto to a different crypto asset. Filter by customer or network.
Example Prompts
Click any prompt to copy it.
Links
App Stats
24
Tools
1
Prompts
ChatGPT
Platforms
Category
Payments and TransfersWorks with
ChatGPT
Data refreshed daily






