MCP connector for AI agents
Your infrastructure now supports Model Context Protocol (MCP), enabling AI agents to access your data securely through standardized tool calls. MCP is the open protocol that lets AI clients — Claude Desktop, Claude Code, Cursor, and custom agents — connect to external systems through one standard interface. Define your Dakota MCP server once, set the tool allowlist, and any compatible client can query transactions or trigger workflows without bespoke integration code per AI tool.
What's Changed
New Features
- Viewer role for read-only team access. Invite team members as Viewers instead of granting everyone admin access. Viewers see all data but can’t create transactions, invite users, or modify recipients — action buttons are hidden, not just disabled. Role-based access control is enforced at the API layer so the rule holds for direct API calls and webhook-triggered operations.
- Cross-service event timelines. The admin dashboard now displays unified timelines aggregating Provider, Platform, and Financial Account events with service-colored markers, so you can trace a transaction’s full path across systems in one view.
- Global Search expanded. Search now includes client and customer categories with direct navigation to detail pages.
Improvements
- Customer detail Accounts tab displays bank routing info and crypto wallet addresses instead of raw IDs.
- Transaction detail timeline shows full datetime stamps with service-colored dots instead of time-only labels.
- Credit balance widget appears in the sidebar for self-serve clients with real-time transfer capacity calculations.
Fixes
- Multi-org login now routes to onboarding view for new pending organizations instead of an empty dashboard.
- Platform KYB rejection webhooks now fire correctly after compliance dashboard status changes.
- Client detail Transactions tab filters by client_id via join instead of failing with a column-not-found error.
- Paused transactions for insufficient credits now resume automatically via background retry job.
- Dual admin mode prevents deadlock by blocking activation when only one admin exists.