• REGISTRATION
  • EXECUTION
  • VERIFICATION
  • APPROVAL

How to automate B2B payouts with your AI

Connect Modulr to your AI client once. From there, you can register payees and move money through simple chat commands.

Ask AI about this page

Short answer

How can I automate B2B payouts with my AI?

You can use your AI to set up new beneficiaries and trigger Faster Payments or SEPA transfers. This replaces manual banking entries with direct instructions. You'll see how the automation handles both registration and execution below.

Payout outcomes

Where your money lands

What happens when your AI processes a request.

REGISTRATION

New payees added

The AI uses Modulr to register a new beneficiary. Your payment list stays updated without manual data entry.

EXECUTION

Money moves

Your AI triggers Faster Payments or SEPA transfers. The funds move through the network based on your instructions.

VERIFICATION

Data is confirmed

The AI checks that the beneficiary details match your request. This ensures the payment reaches the right account.

APPROVAL

Human oversight

You decide when to pull the trigger on high-value transfers. The AI prepares the details, but you maintain final control.

The workflow

What your AI does when the request arrives.

The AI handles the technical banking steps so you don't have to.

  1. Identify the payee

    The AI parses your message to extract the name, IBAN, and account details for the new recipient.

    modulr_create_beneficiary

  2. Register the beneficiary

    The AI sends the extracted details to Modulr to create a valid beneficiary profile.

    modulr_create_beneficiary

  3. Prepare the transfer

    The AI maps the amount and currency to the newly created beneficiary for a specific payment.

    modulr_create_payment

  4. Execute the payment

    The AI triggers the actual Faster Payment or SEPA transfer through the Modulr interface.

    modulr_create_payment

Try it

Copy these to start.

Use these prompts to trigger actions in Modulr.

Starting points

These are examples. Swap out the names, IBANs, and amounts with your actual data.

Modulr Finance Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_WRxtlc97KyagsLzsUhZn7lfsGLf3z1JuiSPK7ZSm/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Modulr Finance capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "modulr-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_WRxtlc97KyagsLzsUhZn7lfsGLf3z1JuiSPK7ZSm/mcp"
    }
  }
}
Copy into chat04

  • Register a new beneficiary for Acme Corp with IBAN GB1234567890.

  • Send a SEPA transfer of 500 EUR to the beneficiary I just created.

  • Create a Faster Payment for 1200 GBP to the account ending in 4455.

  • Add a new payee named Tech Solutions using the details in this spreadsheet.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Modulr once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted, and you can start using the tools in your preferred AI client immediately.

Connect Modulr to your AI

FAQ

How this task behaves

  • 01

    Can my AI delete existing beneficiaries?

    No. The current tools only allow for creating new beneficiaries.

  • 02

    Does the AI decide how much money to send?

    No. The AI only executes the specific amount you provide in your prompt.

  • 03

    Can I use this for both UK and EU transfers?

    Yes. The tools support both Faster Payments and SEPA transfers.

  • 04

    Will the AI automatically send money without me seeing it?

    The AI performs the action you command, but you should always review the details in your AI client before confirming a payment.

  • 05

    Can the AI check my current account balance?

    No. This connector is limited to creating beneficiaries and initiating payments.

  • More questions about Modulr? See everything the Modulr Connector can do

Connect Modulr Finance to Claude, Cursor, ChatGPT & more