Add Quiltt to your AI agent
Quiltt provides financial data aggregation APIs for managing Profiles, connections, accounts, transactions, statements, and webhooks.
- Things your agent can do in Quiltt
- 10
Things your AI can do in Quiltt
Your FormWise AI can handle any of these in Quiltt — on its own, without you needing to click a button.
Create Profile
Create a Profile in the Quiltt Environment with optional identity, contact, address, and custom metadata fields.
Create Webhook Subscription
Create a webhook subscription that sends selected Quiltt events to an HTTPS callback URL; this registers the callback but does not verify delivery.
Delete Webhook Subscription
Permanently remove one webhook subscription so Quiltt stops sending events to its callback URL.
Get Profile
Retrieve one Profile by its Quiltt Profile ID or UUID.
List Finicity Remote Data
List one page of Quiltt resource IDs with Finicity Remote Data for the selected resource type. Requires Finicity to be provisioned in the Quiltt Environment.
List Profiles
Return one page of Profiles in the Quiltt Environment and a cursor for the next page.
List Webhook Subscriptions
Return one page of webhook subscriptions and a cursor for the next page, including callback URLs, event types, and disabled state.
Search Institutions
Find financial institutions associated with a US Federal Reserve routing number.
Update Profile
Update explicitly supplied contact, legal identity, address, or custom metadata fields on an existing Quiltt Profile. Null clears a nullable field.
Update Webhook Subscription
Update explicitly supplied fields on a Quiltt webhook subscription, including its name, HTTPS callback URL, or event types.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Quiltt is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Quiltt, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Quiltt for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Quiltt work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Quiltt to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Quiltt in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Quiltt.
- 3
Hit "Connect"
Click "Connect Quiltt" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Quiltt
Build a quick AI Agent (it's like writing instructions, not code), and pick the Quiltt actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Quiltt for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Quiltt workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Quiltt users had before signing up
Do I need to know how to code?
Not even a little. If you can use Quiltt today, you can set this up. You'll connect Quiltt, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Quiltt login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Quiltt or delete everything any time.
What happens when Quiltt updates their app?
We handle it. When Quiltt adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Quiltt takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Quiltt — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Quiltt on FormWise
Quiltt provides financial data aggregation APIs for managing Profiles, connections, accounts, transactions, statements, and webhooks.
Connect Quiltt once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Quiltt work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Quiltt? Take a look at quiltt.io.
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Stop doing the Quiltt work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.