Answer

How can an AI agent read Agio's public website and help a visitor?

Agio provides a public HTTP MCP server for reading website content and browser WebMCP tools for supported clients. Choose the interface that fits your runtime, cite the exact page used and preserve source dates. Public website tools help explain services and open next steps; account integrations follow separate developer documentation.

Updated

How does a server-side agent connect?

Configure an MCP client for the streamable HTTP endpoint https://ai.agiodigital.com/mcp/agio-website. The published server card describes a public, read-only connection without authentication. Discover the available tools, then use list_doc_sources, search_docs and fetch_docs to locate and retrieve the relevant public material.

Public MCP server card →

How do browser WebMCP tools differ?

WebMCP tools are registered in a supporting browser on the website. search_site searches the index by keywords, list_services_products lists offerings, read_faq reads supported FAQ pages, and read_page_markdown reads available Markdown copies. Discover each tool's current input schema; browser support is required and the HTTP server is a separate interface.

Website agent instructions →

How should an agent answer a custody or fund question?

Find the relevant service or answer page, read its supporting text and cite its URL. For browser read_faq, choose a page from the tool's supported values. Preserve qualifications about eligibility and service scope. If a fact is absent or sources conflict, report the gap and direct the visitor to Agio.

How should quotes and fund figures be presented?

Browser quote_ibc_bundle returns the selected IBC configuration's due-today and annual-renewal amounts. read_gold_fund_latest returns published fund figures and available dates. Carry the configuration and dates into the answer; a historical NAV is not a live execution price. Read the investor disclaimer before quoting fund information.

Investor disclaimer →

What can an agent do after the visitor chooses a next step?

The browser tool start_contact_flow opens the contact page, discovery-call calendar or onboarding app. It submits nothing. Describe the result as an opened destination and let the visitor complete the form or booking. An opened calendar or app is not evidence of a confirmed booking or accepted account.

Where are the API instructions?

Use Agio's API documentation for account integrations. Follow the documented authentication and environment requirements for the selected integration. The public website MCP is a content interface; it does not establish authorization to access a client account or submit an onboarding application.

Agio API documentation →

What should an integration test verify?

Check a valid question, an unknown topic, an unavailable source and a stale figure. Verify source URLs, dates, quoted assumptions and honest error handling. Use normal website navigation when browser tools are unavailable. This guide was updated on 8 October 2026; rediscover tools and check their current schemas when connecting.

Public content index →

Sources and related reading

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