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You can connect supported AI tools to your Rho account to ask questions about your finances in plain language. Once connected, the AI tool can securely access your Rho data to answer questions like: What's our current account balance? Show me last month's wire transfers. Find a specific transaction. What AI tools can access AI tools connected to Rho have read-only access to your account. They can view information, but they can't move money, create users, update settings, or make changes to your account. Today, connected tools can access: Account balances Transactions Statements Our detailed guides have the most accurate information on what data your AI tools can access from Rho. For every connection you create with your AI tools, you can select the scope of data available through that connection. Who can connect an AI tool? How an AI tool is connected depends on the integration method: Built-in Rho integrations (OAuth) can only be authorized by an Account Owner or Admin . API access token integrations use a Rho API access token with the permissions assigned to it. Connect an AI tool How you connect depends on whether your AI tool already supports Rho. Option 1: Your AI tool supports a Rho integration If Rho appears in your AI tool's integrations or connectors directory, simply: Open the integrations directory. Select Rho . Sign in to your Rho account. Approve the connection. For step-by-step instructions, see Connecting Claude to your Rho account . Option 2: Your AI tool supports MCP If your AI tool supports the Model Context Protocol (MCP), you can connect using a Rho API access token. To get started: In Rho, navigate to Settings → API → Access Tokens . Create a new access token and complete two-factor authentication. In your AI tool, add the Rho MCP server and authenticate using your access token. See MCP for the server address and the exact header format. Note: API access tokens are only shown once when they're created. Be sure to copy your token before closing the window. Disconnect an AI tool You can disconnect an AI tool at any time. How you revoke access depends on how the tool was connected: Connected through an integrations directory (like Claude): remove the Rho connection in your AI tool's settings, then revoke the connection in Rho under Settings → API → Linked Apps. Connected with an API access token: revoke the token in Settings → API → Access Tokens. Once access is revoked, it stops working immediately. To reconnect later, set up the connection again. If you’re setting up your first integration, reference Getting started for detailed instructions.

Connected AI tools have read-only access to your Rho account. They can view the data you choose to share, but they can't make changes or take action on your behalf. What can AI tools do? Connected AI tools can answer questions about the Rho data they've been given access to . Today, supported data includes: Data Includes Accounts Account details, account types, and balances Transactions Card transactions, ACH and Wire transfers, and refunds Statements Account statements As additional Rho APIs become available, more data may be supported. What AI tools can't do Connected AI tools cannot : Move money Issue, lock, or edit cards Add or manage users Make changes to your Rho account AI connections are read-only and cannot perform actions on your behalf. You control what is shared When you connect an AI tool, you choose which data permissions to grant. An AI tool can only access the information you've approved. Scopes are defined at token creation (see a) or at OAuth consent (see b) a) b) Only Account Owners and Admins can initiate an OAuth connection. If you're connecting with an API access token, the token's permissions determine what the AI tool can access. You can remove access at any time by disconnecting the integration or revoking its access token. See Connecting AI tools to your Rho account for instructions. If you have questions about what a connected AI tool can access, contact Rho Client Service .

Ask questions about your balances, transactions, and statements using natural language: Claude has read-only access to your Rho data. It can view information, but it can't move money, update settings, or make changes to your account. More details on what data is supported in our detailed guides . Who can connect? Only Account Owners and Administrators can connect Claude to a Rho account via the native connectors. Connect Claude To connect Claude to your Rho account: In Claude, open the Customize → Connectors directory and select Rho . Sign in with your Rho credentials. Select the business you want to connect. If prompted, answer the onboarding question about how you plan to use the integration. Review the requested permissions and adjust them if needed. Click Authorize . Once connected, you can start asking Claude questions about your Rho account. Each connection links Claude to one Rho business. If you have multiple businesses, Claude connects to one at a time: to switch, reconnect the Rho connector and choose a different business at the authorization step. Disconnect Claude To disconnect Claude, remove the Rho integration from Claude's connector settings. To revoke access on the Rho side as well, see Connecting AI tools to your Rho account . If you have questions about connecting Claude to your Rho account, contact Rho Client Service .

Rho offers read-only API access , and the setup process depends on what you're building. Use the option below that best fits your use case: Intention Path Building an internal tool for your own business Create an API access token Building a product that connects to your customers' Rho accounts Register as an OAuth partner Authorizing a third-party vendor's integration Contact the Rho API team Build an integration for your own business If you're building an internal dashboard, data warehouse sync, automation, or AI integration, you can get started by creating an API access token . To create a token: Navigate to Settings → API → Access Tokens . Create a new access token. Choose the appropriate permissions and complete two-factor authentication. For implementation details, see our guides on getting started, authentication, MCP, and API reference. Build a product that connects to customer Rho accounts If you're building an application that lets customers connect their Rho accounts, you'll need to register as an OAuth partner. Only Account Owners and Administrators can authorize an OAuth connection for their business. Email api-partner-request@rho.co with your application details. After your request is reviewed, you'll receive your OAuth credentials and can complete your integration using our developer guides . Authorize a third-party integration If a vendor has asked you to authorize their application with Rho, forward their request to api-partner-request@rho.co . Our team will review the request and work directly with the vendor. You don't need to share your Rho credentials or complete any technical setup. For more information on what the integration can access, reference our detailed guides . If you have questions about building an integration with Rho, contact Rho Client Service .