Financial Services

Fintech support copilot with compliance-grade audit trails

A regulated fintech launched a Claude MCP agent that resolves support tickets using live banking data and policy PDFs with complete compliance transparency. MCPner.com delivered the secure API + text connector stack with audit trails, OAuth 2.1 authorization, and sub-10-second redeploys.

The Challenge

The Problem

Live banking data had to stay in-region with zero exposure risk. Every AI response needed to cite exact policy clauses for regulatory compliance (BSA/AML, GLBA). Their infrastructure team didn't have bandwidth to build custom MCP servers, implement OAuth flows, or create token governance systems from scratch.

Challenge: Fintech support copilot with compliance-grade audit trails
Solution: Fintech support copilot with compliance-grade audit trails
The Solution

How MCPFlow Solved It

They connected their Postgres read replica and compliance policy library via MCPner.com's secure connectors. The Sauce App Extractor auto-generated tool schemas with input validation. They deployed role-scoped security tokens for Zendesk integration and Claude desktop, with granular permission controls and comprehensive audit logging for every MCP call.

MCP Stack Used:

Custom API
Databases (Postgres)
Text & Files (Policy PDFs)
Support & Helpdesk (Zendesk)
The Results

Measurable Outcomes

Support ticket resolution time dropped 43% while compliance teams gained full Model Context Protocol audit logs with policy citations, token-based quotas, and instant schema updates. The agent now handles complex queries like account balance checks and policy interpretation autonomously, with every action logged for regulatory review.

Key Metrics:

43% faster ticket resolution time
100% of MCP calls logged with policy citations for compliance
Sub-10-second redeploys during schema changes
Zero security incidents in first 6 months of production
Results: Fintech support copilot with compliance-grade audit trails
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MCPner.com let us launch a Claude MCP agent without begging infra for a sprint. The audit logs satisfied compliance on day one.

Priya Venkat

VP Support, AlloyPay

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