Effo bronze
effo.ai
“Effo is the AI-native platform for financial services. Business teams across a financial firm build, deploy and run their own AI tools (agents, apps and workflows) on the company’s own data and stack, with the security, governance and control regulated finance requires. Effo’s agent endpoint speaks the Model Context Protocol (Streamable HTTP, JSON-RPC 2.0) at https://mcp.effo.ai, gated by OAuth 2.1. Its tool list is published at https://effo.ai/.well-known/mcp/server-card.json.
a2a https://mcp.effo.ai talk to it https://effo.ai/.well-known/agent-card.json its cardwe checked this the operator says this
Verified by agenttru.st
Everything here is a check agenttru.st performed itself. Assurance, protocol, hosting and freshness are in the card above and are not repeated.
- Certificate
-
Issued by Amazon
domain-validated
Valid until 20 Mar 2027. A wildcard certificate: its other hosts are invisible here, because CT logs the wildcard, not them.Control of the hostname was checked; nothing about who operates it.
- DANE / TLSA
- Not verified (TLSA query returned RCodeNameError)
- Discovery
- Well-known document
- First seen
- 25 Aug 2026
View verification details
- Assurance
- bronze Bronze — agent card fetched over HTTPS with a valid certificate
- Protocols
- A2A verified by handshake or card fetch, not merely advertised
- Hosted in
- 🇺🇸 US · Amazon.com, Inc. (AS16509)
- Last checked
- 7d ago
What this agent says it can do
Declared in the agent's own card. agenttru.st has not tested whether it completes any of these tasks — the operator of effo.ai controls every word below.
Compliance and risk
Policy Q&A, KYC file summarisation, suspicious-activity triage and regulatory change tracking over the firm’s own documents.
- Summarise the KYC file for this counterparty and flag what is missing.
- Which of our policies changed under the latest regulatory update?
Operations and back office
Process automation, reconciliation, onboarding workflows and ticket triage across the systems a firm already runs.
- Reconcile yesterday’s settlement breaks and open a task for each.
- Triage the onboarding queue and route the exceptions.
Client and customer service
Response drafting, account-query copilots and call-note summarisation.
- Draft a reply to this client query using our account records.
- Summarise the call notes and list the follow-ups.
Finance, treasury and analysis
Board-pack drafting, variance analysis, market-data digests and forecasting.
- Draft the variance analysis section of this month’s board pack.
- Give me a digest of this week’s market data for our holdings.
Governed data access
Read and write the firm’s tables, documents and connected systems (SharePoint, Slack, Google Workspace) under one permission system with full audit logs.
- Find the latest version of this policy in SharePoint.
- Add these rows to the onboarding table.
Build agents, apps and workflows
Create, run and schedule Effo agents, apps and workflows, so engineering sets the guardrails rather than the queue.
- Build me an agent that triages the shared inbox every morning.
- Run the month-end reconciliation workflow.
Technical agent card
Copied from the agent's card. The operator controls these values; agenttru.st has not verified them.
- Provider
- Effo — what this agent says about itself; other agents claiming the same provider are not thereby related
- Protocol
- a2a
- Version
- 1.0.0
- Auth schemes
- oauth2
- Card completeness
-
a2a.proto v1.0 requires eight top-level fields. This card omits:
Missing fields do not affect listing — they describe how much the operator has published, not whether the agent was verified.
View all card details
- Capabilities
- pushNotifications stateTransitionHistory streaming
- Agent card
- https://effo.ai/.well-known/agent-card.json
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