/AGENTS

See what's possible.
Build one like it.

Every template is a blueprint for an AI employee. Pick one, describe how your version should work, and build it with the Matagi MCP from Claude, Cursor, or Codex. If none of them fit, build your own from scratch.

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Template
Hana
Finance

Hana — AI Accounting Assistant

Chases every cost invoice your accountant asks for at month-end, and files it where they expect to find it.

Paste this prompt into your Claude, Codex or Cursor to get started.

What it does
  • Vendor-chase drafts. For every charge missing a PDF, drafts a short request email in your tone with the date, amount, and last-4 pre-filled. You send in one click, Hana never emails vendors on her own.
  • Multi-source invoice sweep. Pulls bills from Gmail, vendor portals, and card statements into one place.
  • PDF extraction. Reads vendor PDFs and extracts line items, totals, and PO numbers.
  • GL categorization. Maps every charge to your chart of accounts using your rules + vendor history.
  • Charge-to-invoice matching. Matches every card and bank transaction to its invoice, flags mismatches before close.
  • Late-payer surfacing. Surfaces customers 30/60/90 days late and drafts polite reminder emails for your AR team to review and send.
#accounting#invoices#month-end
Open Hana's full page
/ALL AGENTS
/FAQ

Questions about agent templates

/01

What are agent templates?

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Agent templates are blueprints for AI employees, built for specific business functions like sales, customer support, operations, and finance. Each one defines a role, the tools it works with, and example tasks. You use it as a starting point: describe how your version should work and Matagi builds and deploys it for you.

/02

How do I build an agent from a template?

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Copy the build prompt on any template page and paste it into an MCP-capable AI like Claude, Cursor, or Codex. It reads the template, installs the Matagi MCP, interviews you about your current process and tools, and deploys a first version — no code, no node editors, no DevOps.

/03

Do I need to know how to code to build one?

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No. You describe the job in plain English from an AI client and Matagi builds it — connecting your tools, provisioning the runtime, and deploying the agent. There are no API keys to manage and no node editors to wire up.

/04

Can I customize a template or build my own?

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Yes. Every template is a starting point, not a fixed spec — describe how your version should work and it adapts. If none of them fit, describe the job from scratch and Matagi builds a custom AI employee the same way.

/05

What tools can Matagi agents connect to?

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Matagi connects to over 3,000 tools out of the box, including Gmail, Slack, HubSpot, Salesforce, Notion, and Google Workspace. If a tool has an API or speaks MCP, an agent can learn to use it — including your own internal tools and custom MCPs.

None of these fit?

Build your own in the same two minutes. Name it, describe the job, plug in its tools, meet it.

Build your own