How It Works
Your agent can make HTTP requests, authenticate with API keys or tokens, read JSON responses, and chain multiple API calls together. It doesn’t need a pre-built connector — it needs the same things a developer would need:- Credentials — an API key, access token, or OAuth connection
- Documentation — how the API works (endpoints, parameters, response formats)
Setting Up a Custom Integration
1
Get API Credentials
Log into the service you want to connect. Find their Developer or API section and generate an API key or access token. Most services make this straightforward.
2
Upload API Documentation
Go to Knowledge in your workspace and create a new document. Paste the relevant API documentation — you don’t need the entire thing, just the endpoints your agent will use.For example, if you want your agent to create invoices in QuickBooks, upload the docs for the Invoices API endpoints, not the entire QuickBooks developer guide.
3
Give Your Agent the Credentials
Tell your agent in chat:
“Here’s the API key for our QuickBooks account: [key]. Use the QuickBooks API documentation I uploaded to interact with our accounting data.”Your agent stores this securely and uses it for all future requests to that service.
4
Start Using It
Just ask your agent to do things with the tool:
“Pull all unpaid invoices from QuickBooks that are over 30 days old”
“Create a new invoice in QuickBooks for Acme Corp, $5,000, due in 30 days”Your agent reads the API docs from your knowledge file, constructs the right API call, authenticates with your credentials, and returns the results.
Examples of Custom Integrations
Your agent can work with virtually anything. Here are some real examples:Accounting (QuickBooks, Xero, FreshBooks, Wave)
Accounting (QuickBooks, Xero, FreshBooks, Wave)
Create and send invoices, pull financial reports, track payments, reconcile accounts, generate P&L statements. Upload the accounting API docs and your agent becomes your bookkeeper.
CRMs (Salesforce, Pipedrive, Close, Copper, Freshsales)
CRMs (Salesforce, Pipedrive, Close, Copper, Freshsales)
Sync contacts, update deal stages, pull pipeline reports, log activities. Your agent can work alongside your existing CRM or replace manual data entry entirely.
Project Management (Monday.com, ClickUp, Basecamp, Teamwork)
Project Management (Monday.com, ClickUp, Basecamp, Teamwork)
Create tasks, update statuses, assign team members, pull project reports, track milestones. Your agent can manage project workflows across whatever PM tool you use.
E-commerce (BigCommerce, Magento, Etsy, Amazon Seller Central)
E-commerce (BigCommerce, Magento, Etsy, Amazon Seller Central)
Monitor orders, update inventory, track shipments, pull sales analytics, manage product listings. If the platform has an API, your agent can operate it.
HR & Payroll (BambooHR, Gusto, Rippling, Workday)
HR & Payroll (BambooHR, Gusto, Rippling, Workday)
Look up employee info, track PTO, pull headcount reports, monitor open positions. Your agent respects the same permission boundaries as the API key you provide.
Analytics (Mixpanel, Amplitude, PostHog, Google Analytics)
Analytics (Mixpanel, Amplitude, PostHog, Google Analytics)
Pull usage metrics, identify trends, generate reports, set up alerts on metric changes. Your agent can synthesize data from multiple analytics tools into unified reports.
Communication (Intercom, Front, Help Scout, Drift)
Communication (Intercom, Front, Help Scout, Drift)
Monitor conversations, draft responses, categorize tickets, pull customer interaction history. Connect any communication tool your team uses.
Your Own Internal APIs
Your Own Internal APIs
If your company has custom internal tools, databases, or microservices with API endpoints, your agent can interact with them too. Upload your internal API documentation as a knowledge file and provide the auth credentials.

