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.
Example Prompts
Click any prompt to copy it.






