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AI agents for Apideck

Reach a customer's accounting, CRM, HR, recruiting, e-commerce and file storage tools through Apideck's unified API, with the same fields whichever tool they use.

Actions
6
Read
3
Write
3

Actions

What your agents can do in Apideck

Reach a customer's accounting, CRM, HR, recruiting, e-commerce and file storage tools through Apideck's unified API, with the same fields whichever tool they use (QuickBooks, Xero, NetSuite, Sage, Salesforce, HubSpot, Pipedrive, BambooHR, Personio, Workable, Shopify, Google Drive and 200 more). One connection is one Apideck consumer (your customer): see which tools they connected in Vault, then list, read, create, update and delete their records.

Read 3

Look things up. Nothing changes.

  • Get the customer's connections

    Says which tools this consumer (customer) has connected in Apideck Vault.

  • List records

    Lists one kind of record from the customer's connected tool, in Apideck's common fields; the records are in data.

  • Get a record

    Reads one record by its id from the customer's connected tool, in Apideck's common fields, in data.

Write 3

Create, change or send.

  • Create a record

    Creates a record in the customer's connected tool with Apideck's field names in fields.

  • Update a record

    Changes a record in the customer's connected tool: only the fields you give in fields change.

  • Delete a recordDeletes data

    Deletes a record in the customer's connected tool (a contact, note, invoice draft and so on), where that tool allows it.

A person can approve first

Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.

Connection

How it connects

Connect it once in the console, then give it to the agents and workflows that need it.

API key

Paste an API key from your Apideck account.

What you enter

  • API key

Settings

  • App ID
  • Consumer ID

Kept safe

  • Credentials are stored encrypted with your organization's own keys.
  • They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
  • Calls go only to the tool's own servers.

How we protect your data

Ideas

Ideas to start with

Starting points made only from the actions above. Mix them with any other tool your agents can use.

  • 01

    Ask about your Apideck data

    Ask a question in plain words. The agent can get the customer's connections, list records or get a record in Apideck, then answers with what it found.

  • 02

    Let an agent update Apideck

    Have the agent create a record or update a record in Apideck as part of a larger task. Turn on approval and a person signs off on each change first.

  • 03

    Share what it finds in Slack

    Give one agent Apideck and Slack: it can get the customer's connections in Apideck and post a summary to a Slack channel in the same run.

FAQ

Apideck and MyDeepAgents

Can MyDeepAgents connect to Apideck?

Yes. The Apideck connector has 6 actions: 3 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.

How do I connect Apideck?

Paste an API key from your Apideck account. You'll need: API key. The connection also asks for: App ID and Consumer ID. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.

Can an agent change data in Apideck without asking?

Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.

Can I use Apideck in workflows as well as agents?

Yes. Every Apideck action also works as a step in a workflow, and the same connection serves your agents and your workflows.

Early access

Put Apideck to work

Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.