Guides · v1
Current capabilities and planned work
Reference 2026-11-10.1 · Reviewed
The current contract covers company context, connection evidence, portal tasks and saved verification jobs. A provider listing or saved credential is not proof that a business operation is implemented.
| Capability | Current state | Reference |
|---|---|---|
| Assigned companies, connections and portals | Read current authorized saved state. | REST operations |
| Tasks | Create and update tasks under existing portal/company rights. | Task operations |
| Provider identity verification | Queue a supported identity adapter and read the saved job. A successful check verifies the recorded account identity. | Verification jobs |
| Connection configuration and service permissions | Manage saved configuration and permissions when current authority permits. These rights do not assign remote provider API roles. | Configuration |
| REST and MCP authorization | User-delegated OAuth with explicit resources and rotating refresh tokens; current company rights remain enforced. | OAuth guide |
Documented identity adapters
These adapters implement identity checks. A particular company still needs a saved connection, valid authorization and a successful recorded verification. This list is not a claim that every customer is connected.
| Provider | Identifier |
|---|---|
| QuickBooks Online | quickbooks |
| NetSuite | netsuite |
| Stripe | stripe |
| Pipe17 | pipe17 |
| BigCommerce | bigcommerce |
| Microsoft Entra | entra |
| Slack | slack |
| Asana | asana |
| HubSpot | hubspot |
| Cloudflare | cloudflare |
| GitHub | github |
Not available through this public API
- General provider business-record read/write operations, such as retrieving NetSuite orders or updating Pipe17 inventory.
- Automatic mapping of provider API roles to company permissions.
- A public Claude/Codex execution selector, automatic model routing or model failover endpoint.
- Unattended service-principal/client-credentials access, event subscriptions or public webhooks.
- Full exports or cursor pagination beyond the bounded REST lists.
These areas need implementation, permission design and verification before they receive callable endpoint contracts. No placeholder paths or delivery dates are promised here.
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