This section describes experimental Grid functionality. Details may evolve as the agent product surface expands. Agent connectivity is currently limited availability. To request access, book a demo or reach out to your Lightspark contact.
Design principles
How it works
In this model:- The customer still owns the Global Account and remains the ultimate authority over outbound movement.
- You let users connect one or more AI agents they already use to their Grid-backed account experience.
- The connected agent may run in your app, on the user’s device, or through a third-party tool.
- Grid powers agent install and delegated credentials for the connected agent.
- Grid manages the agent’s allowed capabilities, evaluation rules, and approval requirements.
- The agent can propose or execute only the actions Grid allows for that customer and account scope.
- Your surfaces remain the place where users view connection status, review permission requests, and inspect agent history.
System flow
Typical flow
- Your platform creates or links a Global Account for the customer.
- The customer connects an existing agent through a Grid-powered install flow embedded in your product.
- Grid creates the agent connection, provisions delegated credentials, and saves the configured policy.
- The agent requests an action such as creating a quote, creating an external account, or executing a withdrawal.
- Grid applies the saved policy for that connection.
- The request is either denied, executed automatically, or delivered to your product as a permission request.
- Your user reviews the request in a trusted surface you control.
- Grid then sends the resulting activity, transaction, and settlement updates back to your product.
Where Global Accounts fits
This functionality is a natural extension of Global Accounts because outbound money movement already assumes customer-level authorization. Agent access adds a delegated actor while preserving the user’s ownership and approval model.What you surface
Your product should surface:- Agent connection state and metadata
- Policy configuration and permissions screens
- Approval and decision UX presented to end users on demand
- Agent activity, audit records, and transaction history
- Consumption of Grid events, webhooks, or approval callbacks
- Customer messaging and notification design
Next steps
Policies & permissions
Define what a connected agent can do, which accounts it can access, and when Grid requires approval.
Approvals & audit
Design the approval and history experience your users see in your app or dashboard.