Reset the Future AI APIs

Enterprise-grade AI solutions for wealth management, financial advisory, investment services, AI agents, and robotics systems

📚 Documentation Index

Introduction

The Reset the Future AI API Suite provides cutting-edge, composable AI solutions that seamlessly integrate into wealth management platforms, CRMs, advisory tools, AI agents, and robotics systems. By leveraging advanced machine learning, natural language processing, and vectorized analytics, financial firms and autonomous systems can enhance decision-making, automate financial workflows, and deliver hyper-personalized experiences at scale.

Why Reset the Future AI APIs?

  • Deep Financial Intelligence – AI-powered insights for portfolio analysis, risk assessment, and investment optimization
  • Personalization at Scale – Tailored financial recommendations based on behavioral modeling and real-time data
  • Enterprise-Grade Security – Robust encryption, API authentication, and role-based access control
  • High Scalability & Integration – Designed to work seamlessly with WealthTech platforms, CRM systems, investment management tools, and autonomous AI agents
  • Agent-Ready Abstraction Layer – Simplified financial operations for AI agents without requiring deep financial domain expertise
  • Robotics Compatibility – Structured outputs optimized for robotic decision systems and physical service robots

Authentication

All API requests require authentication using API Key Authentication.

Include your API key in the request header:

Authorization: Bearer YOUR_API_KEY

To obtain an API key, register for access.

Quick Start Guide

1. Get Your API Key

Sign up at Reset the Future and retrieve your API Key for authentication.

2. Install Required Dependencies

For Python users, install the requests library:

pip install requests

3. Make Your First API Call

import requests
import json

url = "https://resetthefuture-main-6c663d7.zuplo.app/churnfighter"
headers = {
    "Content-Type": "application/json",
    "Authorization": "Bearer YOUR_API_KEY"
}
data = {
    "Age": [37],
    "YearsWithAdvisor": [3],
    "AUM": [3.0],
    "CommunicationFrequency": [1],
    "NumComplaints": [10],
    "SatisfactionScore": [2],
    "PortfolioReturn": [0.1],
    "DaysSinceLastInteraction": [105],
    "RiskTolerance": ["Medium"]
}

response = requests.post(url, headers=headers, json=data)
print(response.json())

API Catalog

Our comprehensive suite of AI APIs is organized by functional area to help you find the right solution for your needs.

Client Insights & Management

APIDescriptionKey FeaturesAgent-Ready
Churn FighterAdvanced AI solution for predicting and preventing client churn• Risk probability
• Factor analysis
• Retention strategies		✅
Churn PredictorStreamlined churn prediction focused on numerical outputs• Binary prediction
• Probability scoring
• Feature contribution		✅
Add ClientVector-based client profiling for advanced analytics• Client vectorization
• Semantic analysis
• Pattern recognition		✅
Get ClientRetrieve comprehensive client information• Profile retrieval
• Financial history
• Investment preferences		✅
LTV AICalculate and maximize client lifetime value• Value projection
• Portfolio simulation
• Revenue optimization		✅

Product Recommendations

APIDescriptionKey FeaturesAgent-Ready
Add ProductVectorize financial products for matching and recommendation• Product vectorization
• Feature extraction
• Semantic tagging		✅
CrossSell AIMatch clients with ideal financial products• Client-product matching
• Sales pitch generation
• Conversion optimization		✅

Financial Planning & Analysis

APIDescriptionKey FeaturesAgent-Ready
NeoWealth AIEnterprise-grade financial planning at scale• Retirement simulation
• Multi-goal optimization
• Tax strategy
• Estate planning		✅

Personalization & Engagement

APIDescriptionKey FeaturesAgent-Ready
PersonalizeGenerate tailored communications with emotional intelligence• Tone customization
• Personality adaptation
• Length control		✅
VectorKitSemantic search for client segmentation and targeting• Natural language queries
• Semantic matching
• Client clustering		✅

AI Agent & Robotics Integration

Reset the Future APIs are designed specifically for seamless integration with AI agents and robotics systems, enabling autonomous financial intelligence without requiring deep domain expertise.

Agent Integration Patterns

1. Personal Finance Agents

  • Use Case: Integrate with consumer-facing AI assistants
  • Key APIs: CrossSell AI, Personalize, LTV AI
  • Implementation Guide: View Guide
  • Code Sample: 
    # Example: AI Assistant querying financial product recommendations
def get_investment_recommendations(client_profile, risk_tolerance):
    # Add client to the system
    client_id = add_client_to_system(client_profile)
    
    # Query CrossSell AI for recommendations
    matched_products = query_crosssell_api(client_id, risk_tolerance)
    
    # Generate personalized explanation
    explanation = generate_personalized_explanation(
        client_profile, matched_products)
        
    return matched_products, explanation

2. Wealth Management Automation

  • Use Case: Power backend of robo-advisors
  • Key APIs: NeoWealth AI, Churn Fighter, VectorKit
  • Implementation Guide: View Guide

3. Enterprise Decision Systems

  • Use Case: Provide financial intelligence to corporate decision-making agents
  • Key APIs: LTV AI, Product Vectorization, Risk Analysis
  • Implementation Guide: View Guide

Robotics Use Cases

1. Financial Service Robots

  • Use Case: Physical robots in banks/institutions using APIs for customer consultations
  • Key APIs: Personalize, CrossSell AI, Client Insights
  • Implementation Guide: View Guide

2. Autonomous Business Operations

  • Use Case: Robots making financial decisions in real-time (inventory, procurement)
  • Key APIs: LTV AI, Risk Assessment, Financial Planning
  • Implementation Guide: View Guide

3. Smart Home Integration

  • Use Case: Domestic robots making household financial optimizations
  • Key APIs: Personalize, Basic Financial Planning, Product Matching
  • Implementation Guide: View Guide

Function Calling Standards

Our APIs support standardized function-calling formats compatible with major AI frameworks:

OpenAI Function Calling Format

{
  "name": "getClientInsights",
  "description": "Get financial insights for a specific client",
  "parameters": {
    "type": "object",
    "properties": {
      "client_id": {
        "type": "string",
        "description": "The unique identifier for the client"
      }
    },
    "required": ["client_id"]
  }
}

Anthropic Tool Use Format

{
  "name": "getClientInsights",
  "input_schema": {
    "type": "object",
    "properties": {
      "client_id": {
        "type": "string",
        "description": "The unique identifier for the client"
      }
    },
    "required": ["client_id"]
  }
}

Agent Development Resources

API Composability

Reset the Future APIs are designed with AI composability in mind, allowing you to seamlessly integrate multiple specialized AI capabilities into cohesive, end-to-end solutions for both human-operated systems and autonomous agents.

Example Workflow: Client Retention & Growth

  1. Identify At-Risk Clients

    • Use Churn Fighter API to identify clients with a high probability of churn

  2. Assess Client Value

    • Leverage LTV AI API to determine client long-term value

  3. Understand Client Profile

    • Call Get Client API to retrieve detailed client information

  4. Recommend Products

    • Use CrossSell AI API to find relevant investment products

  5. Craft Personalized Message

    • Apply Personalize API to generate compelling communications

This composition creates a fully integrated system that detects risk, calculates value, finds solutions, and communicates at scale — ensuring your business operates with next-generation intelligence and efficiency.

Example Workflow: Autonomous Financial Advisor Agent

  1. Client Understanding
    • Use Add Client API to process and vectorize client data
  2. Financial Health Assessment
    • Deploy LTV AI API to analyze long-term financial trajectory
  3. Product Matching
    • Leverage CrossSell AI API to identify optimal financial products
  4. Comprehensive Planning
    • Generate detailed plans with NeoWealth AI API
  5. Tailored Communication
    • Create personalized explanations via Personalize API

This agent workflow enables fully autonomous financial guidance without requiring the agent to possess deep financial domain expertise.

API Details

Churn Fighter API

Predicts customer churn with advanced AI analysis and retention strategies.

Endpoint: POST /churnfighter

Request Example:

{
  "Age": [37],
  "YearsWithAdvisor": [3],
  "AUM": [3.0],
  "CommunicationFrequency": [1],
  "NumComplaints": [10],
  "SatisfactionScore": [2],
  "PortfolioReturn": [0.1],
  "DaysSinceLastInteraction": [105],
  "RiskTolerance": ["Medium"]
}

Response Example:

{
  "Analysis": "The 56.03% probability indicates moderate risk of churn...",
  "Churn Prediction": 1,
  "Churn Probability": 0.560336229773298,
  "Features": {
    "AUM": [0.08165547020219262, -0.0816554702021933],
    "Age": [-0.0015862040100855365, 0.0015862040100855172],
    ...
  }
}

Best Practices

Rate Limits & Optimization

  • Respect API Rate Limits – Standard tier: 100 requests/minute, Enterprise tier: Customizable
  • Batch Requests When Possible – Group multiple operations to reduce API calls
  • Implement Caching – Cache responses for frequently accessed, non-volatile data

Security Best Practices

  • Secure API Keys – Never expose keys in client-side code or public repositories
  • Use Environment Variables – Store API keys in secure environment variables
  • Enable HTTPS – Always use secure connections for all API requests

Error Handling & Resilience

  • Implement Retry Logic – Use exponential backoff for transient failures
  • Validate Input Data – Ensure all required fields are present and properly formatted
  • Monitor API Responses – Log and analyze responses for optimization

Agent-Specific Best Practices

  • Progressive Discovery – Implement tiered API exploration for agents based on their capabilities
  • Robust Error Handling – Ensure agents can gracefully handle API errors with fallback options
  • Context Preservation – Maintain financial context across multiple API calls in an agent session
  • Metadata Utilization – Leverage rich API metadata to help agents understand when to use each endpoint

Support

For technical assistance and developer support:

Enterprise customers can access dedicated support through their account manager.