Handle client admin with an AI agent, and keep advice with advisers
Clients and prospects message advisers about reviews, paperwork and how the process works. Spaces connects the account they already write to, so an AI agent can book meetings, chase documents and answer general questions, while every question about money goes to an adviser.
Spaces lets financial advisers give an AI agent the messaging account their customers already write to. The agent reads each new message, replies in the same chat with the information you give it, and hands anything unusual to a person. Customers start the conversation. Free to start, then $9 per connected account a month.
Last updated
- Built for
- Financial advisers
- Conversations
- Started by your customers, or with people who expect to hear from you
- Works with
- Claude, Grok, ChatGPT, Cursor or your own code, through MCP or REST
- Setup
- A few minutes: sign up, connect an account, copy the key. No card needed.
- Safety
- Per-account limits, pacing and safe retries on every send
What do customers ask financial advisers?
For example, a client might ask:
- Maya R.Can we book my annual review?
- Tom B.What should I bring to our first meeting?
- Priya S.Did you get the form I sent yesterday?
- Daniel K.How do your fees work?
- Amara O.Should I move my savings into the fund you mentioned?
From your customer to your agent, and back.
How does an AI agent fit financial advisers?
Advice firms get many messages about meetings, documents and process, and fewer that need an adviser. Your agent can answer the first kind from notes your firm has signed off, book reviews and remind clients about missing paperwork. It never gives financial advice. Anything about a client's money, investments, pension or whether a product suits them goes to an adviser. Rules on client messages differ from place to place, so check your regulator's rules before you start.
What can the AI agent do?
With Spaces, your AI agent can see new chats as they arrive (by webhook or by checking unread chats), read the conversation, and reply in the same chat. It can look up a sender's profile and download attachments such as photos the customer sent. You decide what the agent knows and when it hands over to a person. That logic lives in your agent, not in Spaces. Spaces paces every send for each account and makes every send safe to retry.
Who can the agent message?
Spaces is for conversations your customers start, and for people who already know you and expect to hear from you. Spaces' Terms rule out bulk unsolicited messages, bought or scraped contact lists, and cold outreach at scale. If someone asks you to stop, stop messaging them. Your agent should honour that straight away. Keep a record of who has opted in to hear from you, and of anyone who has opted out. Follow each platform's rules and the laws where you and your customers are.
How do you set it up? In minutes.
- 1
Sign up with your email and the 6-digit code we send.
- 2
Connect the account your customers already message, by scanning a QR code or signing in. The Free plan starts here, and no card is needed.
- 3
Copy your API key into Claude, Grok or your own app, or let your agent do steps 1–3 for you.
Free to start, then $9 per connected account a month.
Every plan includes the REST API and the MCP server.
Questions, answered.
01Will the agent give financial advice?
No. Set it up for admin and general process questions only. Questions about a client's money, investments or whether something is suitable for them go to an adviser, every time.
02Can a regulated firm use it?
Check your regulator's rules on client messages and record keeping before you start. You can also ask your AI agent to hold replies as drafts, and nothing goes out until you approve it.
03Can clients send documents in the chat?
Yes. Your agent can download attachments such as forms or statements from the chat for your file.
04What is an AI agent for financial advisers?
An AI agent for financial advisers is software, such as Claude, Grok or your own code, that reads the messages customers send your business and replies in the same chat. Spaces gives that agent an API key and an MCP server for the messaging account your customers already use, so it can answer routine questions and hand the rest to your team.
05How do financial advisers set up an AI agent to answer customer messages?
Sign up for Spaces with your email, connect the account your customers already message, then give your AI agent the API key or the MCP server. The Free plan starts when you connect, with no card needed. Your agent can do these steps for you. Most setups take a few minutes.
06Is it safe to let an AI agent reply to customers of financial advisers?
You stay in control. Spaces enforces per-account limits and pacing for every key, makes every send safe to retry, and lets you pause or revoke a key at any time. You decide in your agent which questions it answers and when it hands over to a person, and a read-only key lets it read without sending.
07Can I use Spaces to send promotions to my whole customer list?
No. Spaces is for conversations with people who know you and expect to hear from you. Its Terms rule out bulk unsolicited messages and cold outreach.
08Will the agent reply without me checking?
That depends on how you set up your agent. Spaces gives the agent the ability to read and reply. You can ask your agent to hold its replies as drafts, so nothing goes out until you approve it, and to hand chats to a person when they need one. For read-only use, give it a read-only key.