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AI agent for customs brokers

Customs Bond Sufficiency Agent

Make sure each client's bond covers its duties and does not lapse.

Risk managementMonitoringOperations
See how it worksGet access
Customs Bond Sufficiency Agent: what goes in, what the agent does and what you get

What it does

A continuous bond is sized at the start of the year, and then the client's imports double and entries get held because the bond is not enough. The agent totals the expected duties, taxes and fees from the open entries and from the client's forecast shipments for the coming year. It compares the total with each bond's amount, expiry and any special requirements. It flags shortfalls and bonds expiring soon, and for each it recalculates as new entries and tariff changes accumulate. It drafts a request to the client to increase the bond or renew it, explaining the numbers. After the broker approves it, the request goes to the client. It then tracks the response and rechecks the bond amount after the surety confirms. Edge case: a client with an unusual seasonal peak. The broker approves.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Monthly bond review 2 USES A TOOL Read bond records and expiry dates 3 USES A TOOL Total duties and fees from the last 12 months andopen entries 4 DOES Add the client's forecast shipments at current dutyrates 5 DOES Compare the total with each bond and flag shortfalls 6 CHECKS THE RESULT Do new entries or rate changes alter the total? If not: recalculate with the latest data. Back to step3. 7 DOES Draft the request to the client with the numbers 8 YOU APPROVE Broker approves the request 9 USES A TOOL Send the request and track the reply 10 CHECKS THE RESULT Has the surety confirmed the new amount? If not: remind the client and tell the broker if entriesare at risk. Back to step 8. 11 RESULT Bond record updated
Read the steps as a list
  1. Monthly bond review
  2. Read bond records and expiry dates
  3. Total duties and fees from the last 12 months and open entries
  4. Add the client's forecast shipments at current duty rates
  5. Compare the total with each bond and flag shortfalls
  6. Do new entries or rate changes alter the total?If not: recalculate with the latest data. Back to step 3.
  7. Draft the request to the client with the numbers
  8. Broker approves the requestThe agent waits here for your OK.
  9. Send the request and track the reply
  10. Has the surety confirmed the new amount?If not: remind the client and tell the broker if entries are at risk. Back to step 8.
  11. Bond record updated

How it decides

A bond is short when the expected 12-month duty exceeds the bond minimum or rises above the set share of the amount. A bond within 60 days of expiry is flagged.

  • Flag a bond when the 12-month duty exceeds 10 percent of the amount
  • Flag any bond expiring in 60 days
  • Use the latest duty rates
  • Rerun when a single entry exceeds 20 percent of the bond

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Shortfall threshold
  • Expiry warning (default 60 days)
  • Forecast source
  • Review schedule
  • Message tone

What keeps you in control

It always asks you first

  • Broker approves each client request
  • Broker approves any change in bond amount

Hard limits

  • Never contact the surety itself
  • State the calculation in every request

It stops when

  • Done: bond confirmed adequate
  • Stop: forecast data is missing, ask the client

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA client's bond is $50,000, and the last 12 months of duty total $410,000. The forecast adds a new product line and a tariff rise. The agent calculates $520,000 and suggests a $100,000 bond, citing the minimum rule. The broker approves. The client replies in 2 days, and the surety confirms the new bond the following week, which the agent logs.

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