Autonomous buy-side research: diligence, earnings, SEC filings, comp sets. Your client pastes their Openhelm key once, and your agent or your code works with their access.
Banking and investing
About Openhelm
Through Operate As, your agent, n8n workflow or code works in Openhelm with your client's own access. Your client pastes their API key from Openhelm once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Openhelm's API through the request tool, with the client's access attached.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.