Create Quote
Create a transient Wise bank-transfer quote for a personal or business profile. The quote expires; this tool does not create or fund a transfer and does not move money.
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Integrate Wise
with your AI CRM
Access supported quotes, balances, transfers, recipients, and account data for PERSONAL or BUSINESS profiles using a personal API token created from a Wise Business account.
Explore Triggers and Actions
Get Exchange Rate
Get Wise's latest exchange rate for one source and target currency pair; this is an indicative rate, not a transfer quote.
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Get Quote
Retrieve a Wise quote by profile and quote ID, including its current status, pricing, payment options, and expiration.
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List Activities
List a Wise profile's account activity with optional status, resource-type, and time filters, one page at a time.
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List Balances
List standard balances and savings jars for a Wise profile without creating, deleting, or moving funds between balances.
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List Profiles
List the connected Wise account's personal or business profiles and return the profile IDs required by profile-scoped tools.
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List Recipients
List Wise recipients for a profile, optionally filtering by active status, ownership, currency, or account type. Returns summary identity fields but excludes bank-account details; this tool cannot modify recipients.
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List Supported Currencies
List currencies Wise currently supports for transfers, including their ISO codes and decimal support.
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List Transfers
List and filter existing Wise transfers for a profile, one page at a time; this tool cannot create, fund, or cancel transfers.
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How the Wise integration works
The Wise integration connects your Dench AI CRM directly to Wise, so agents can read and act on your Wise data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
9 actions are available for agents to invoke on your behalf. Every call runs through Wise's own authorization, scoped to the account you connect.
Set up Wise in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Wise and click Connect — you'll authorize access through Wise's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Wise in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Wise integration work with Dench?
The Dench Wise integration connects your AI CRM to Wise, so AI agents can work with your Wise data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Wise via Dench?
The Wise integration currently exposes 9 actions, including Create Quote, Get Exchange Rate, Get Quote, List Activities, List Balances, and List Profiles. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Wise to Dench?
No. You connect Wise from your Dench workspace using Wise's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Wise integration secure?
Connections are authorized through Wise's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Wise connection from your workspace settings at any time.