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Integration

Openhelm

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.

Common uses in Banking and investing

  • Pull balances and transactions into a report
  • Match payments to invoices
  • Flag unusual activity

Openhelm

Openhelm · Banking and investing

API key

Autonomous buy-side research: diligence, earnings, SEC filings, comp sets

The client pastes their API key from Openhelm's settings. We store it encrypted.

Tested against Openhelm's live API.

Building with Openhelm? The docs have setup steps and code for every tool.

Open the Openhelm docs

Tools

Your agent calls any endpoint of Openhelm's API with the request tool, with the client's access attached.

Base URL for request

https://api.openhelm.ai

  • request

    HTTPS ANY /v1/clients/{clientId}/openhelm/{path}

    Any endpoint of Openhelm's own API, with the client's access attached.

    servicestringrequired
    This service: openhelm
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.openhelm.ai
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Openhelm key you paste, with only the access you gave that key

Get started

Send your next client one link

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.