> For the complete documentation index, see [llms.txt](https://docs.mosofin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mosofin.com/product-guide/ai-agent-and-integrations.md).

# Agents

Agents are the finance specialists available to a workspace. They use the workspace's connected data source and only the API tools allowed by its policies.

QuickBooks currently brings the accounting agent **Bea** into the workspace. Bea is designed to help review accounting data, investigate changes, and support explanations without writing to the books.

## What Bea can review

When the matching tools are permitted, Bea can inspect profit and loss, balance sheet, cash flow, chart of accounts, invoices, journal entries, and other QuickBooks records. Use Bea for bookkeeping checks, financial review, and draft explanations that you verify before sharing.

## What the screen shows

* **Your team:** Agents derived from the workspace's connected data sources.
* **Agent profile:** The selected agent's role and active status.
* **Connected apps:** The financial data source backing the agent and whether it is live or needs reconnection.
* **Allowed tools:** Each available financial data tool and its current policy.
* **Recent activity:** Tool and policy events associated with the agent.

## Configure an agent's access

Select **Configure** to open API Tools. Policies apply at the tool level:

* **Enabled:** The tool can run without an additional approval step.
* **Require permission:** The request pauses for approval.
* **Disabled:** The tool cannot be used.

If the team is empty, open **Data sources** and connect QuickBooks. If the connected app shows **Reconnect**, renew the authorization before expecting new results.

## Use an agent in Claude

After connecting MosoFin in Claude, choose the intended workspace and ask a financial question. Bea borrows the allowed read-only tools for that request. The resulting tool activity is recorded in the workspace audit history.

Learn more about [MosoFin Agents](https://www.mosofin.com/agents) and [MosoFin in Claude](https://www.mosofin.com/claude).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.mosofin.com/product-guide/ai-agent-and-integrations.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.