9 available actions
What your AI agent can do in Wise
Access supported quotes, balances, transfers, recipients, and account data for PERSONAL or BUSINESS profiles using a personal API token created from a Wise Business account. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 9 actions.
Common starting points
- Get QuoteRetrieve a Wise quote by profile and quote ID, including its current status, pricing, payment options, and expiration.
- Get Exchange RateGet Wise's latest exchange rate for one source and target currency pair; this is an indicative rate, not a transfer quote.
- Create QuoteCreate a transient Wise bank-transfer quote for a personal or business profile.
Browse all 9 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 8 actions
- Get Exchange RateGet Wise's latest exchange rate for one source and target currency pair; this is an indicative rate, not a transfer quote.
- Get QuoteRetrieve a Wise quote by profile and quote ID, including its current status, pricing, payment options, and expiration.
- List ActivitiesList a Wise profile's account activity with optional status, resource-type, and time filters, one page at a time.
- List BalancesList standard balances and savings jars for a Wise profile without creating, deleting, or moving funds between balances.
- List Supported CurrenciesList currencies Wise currently supports for transfers, including their ISO codes and decimal support.
- List ProfilesList the connected Wise account's personal or business profiles and return the profile IDs required by profile-scoped tools.
- List RecipientsList Wise recipients for a profile, optionally filtering by active status, ownership, currency, or account type.
- List TransfersList and filter existing Wise transfers for a profile, one page at a time; this tool cannot create, fund, or cancel transfers.
Create & communicateCreate records or send supported messagesView 1 action
- Create QuoteCreate a transient Wise bank-transfer quote for a personal or business profile.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Wise
How does the agent connect to Wise?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Wise?
The page above lists the 9 actions currently available through the Wise connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Wise included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Wise is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Wise to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.