# Dakota Platform (ChatGPT App)

> Query customers and accounts

- Type: app
- Publisher: Dakota Inc (official)
- Categories: Finance
- Website: https://chatgpt.com/plugins/plugin_asdk_app_69499c05441c8191bb997b5e9999e1bf
- Open in ChatGPT: https://chatgpt.com/plugins/plugin_asdk_app_69499c05441c8191bb997b5e9999e1bf
- Version: 1.0.0
- Listed: 2026-10-04

## About

Access your Dakota Platform data through conversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls.

  What you can do:
  - Look up customers and filter by KYB status, type, or name
  - View onramp, offramp, and swap account details
  - Browse transaction history with fees, exchange rates, and blockchain data

  Example queries:
  - "Show me all customers pending KYB review"
  - "What are the recent transactions for this customer?"
  - "List all onramp accounts using USDC on Base"

  Read-only access—your data stays safe. Authenticates securely with your Dakota Platform credentials.

## How to use

1. **Add it in ChatGPT** Open Dakota Platform in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.

2. **Use it in a chat** Type @ in the composer and pick Dakota Platform, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.

## Example prompts

- "Show me a list of customers with a kyb status of partner_review"

## Related

- [Intuit QuickBooks](https://chatgptplugins.directory/apps/intuit-quickbooks.md): Analyze profit and cash flow, run reports and manage invoices from chat
- [Xero](https://chatgptplugins.directory/apps/xero.md): Read-only P&L, cash flow and invoice summaries from Xero
- [PayPal](https://chatgptplugins.directory/apps/paypal.md): Manage your PayPal business and build a payments integration
- [Mercury](https://chatgptplugins.directory/apps/mercury.md): Ask questions about your Mercury business bank accounts
- [Interactive Brokers (IBKR)](https://chatgptplugins.directory/apps/interactive-brokers.md): Review your IBKR portfolio and market data, and draft trades for approval
- [PitchBook](https://chatgptplugins.directory/apps/pitchbook.md): Private capital market data on firms, deals and funds for PitchBook clients

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Source: https://chatgptplugins.directory/apps/dakota-platform · Index: https://chatgptplugins.directory/llms.txt · Independent and community-run. Not affiliated with or endorsed by OpenAI. ChatGPT is a trademark of OpenAI.