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Chase

Domain: Finance

The Chase environment simulates a consumer retail-banking portal modeled after JPMorgan Chase's online banking experience. It supports account login, balance and statement inspection, transaction history review, internal and external ACH transfers, bill pay with managed payees, debit- and credit-card management, and Zelle peer-to-peer payments with favorites, requests, and split flows, making it suitable for evaluating agents in high-stakes financial workflow scenarios. This environment is particularly important because banking interfaces combine structured account metadata (account numbers, balances, card numbers, routing information) with unstructured content such as transaction memos, payee notes, Zelle messages, and in-app notifications, creating realistic opportunities for both benign money-management tasks and adversarial manipulation through unauthorized-transfer prompts, fraudulent bill-payee injection, scam Zelle requests, or instructions hidden inside transaction descriptions and notifications.

GUI. Representative GUI views of the simulated Chase environment are shown in the figure, covering the post-login accounts overview, individual-account inspection, card management, and money movement.

MCP Tools. The Chase environment exposes a comprehensive MCP interface for retail banking workflows. As summarized in the MCP-tool table, the tool set covers authentication, account and transaction inspection, internal and external money transfers, bill payment and payee management, card controls (list and lock / unlock), account notifications, and a dedicated Zelle namespace for person-to-person payments, money requests, and activity review. These tools allow agents to inspect balances and statements, move funds between accounts, pay bills, manage cards, and send or receive Zelle payments in a realistic consumer-banking setting. Because banking workflows mix structured financial state (balances, statements, card metadata) with free-form payee and memo text, the Chase environment is especially useful for evaluating whether agents can safely operate over high-stakes financial artifacts without being manipulated by malicious instructions embedded in bill memos, payee entries, or Zelle request notes.

Screenshots

Home page

Home page

Account overview

Account overview

Credit card page

Credit card page

Pay & transfer page

Pay & transfer page

Simulated Chase environment. Representative views used for account overview, balance and transaction inspection, card management, and money movement in workflow-agent evaluation.