Integrations
Connect the systems you already run.
Agents act through a tool layer of reusable connectors. Vendor specifics stay at the edge, so the same agent core works across clients without a rewrite.
Connector families
What agents can reach.
Anything with a documented HTTP contract can become a tool. These are the families we build against most.
CRM
Read accounts, contacts, opportunities and activity; write records and tasks behind approval gates.
- Accounts & contacts
- Opportunities
- Tasks & activities
- Custom objects
Ticketing & service desk
Create, update and escalate tickets while keeping conversation context attached.
- Ticket create/update
- Escalation routing
- Status sync
- SLA fields
Email & calendar
Hand off to a human, send templated follow-ups and book time without leaving the workflow.
- Templated sends
- Threading
- Availability
- Meeting creation
Documents & storage
Ingest files from object storage, run OCR and deliver validated structured output downstream.
- Object storage
- OCR / vision
- Schema export
- Downstream delivery
Databases & internal APIs
Query systems of record directly where an API exists, with permissions enforced per tenant.
- Read models
- Stored procedures
- Internal REST
- Batch jobs
Generic REST & webhooks
Anything with a documented HTTP contract can be wired in as a tool or an inbound event source.
- REST tools
- Signed webhooks
- Retry-safe delivery
- Custom auth via adapters
Integration process
Nine steps from discovery to monitoring.
The same sequence every time, so scope, risk and effort stay visible throughout.
- 01
Discover
Understand workflow, systems, data, users and desired outcome.
- 02
Map
Identify systems of record, APIs, events, permissions and data movement.
- 03
Configure
Define tenant settings, business rules, prompts, schemas and tool permissions.
- 04
Connect
Configure or develop the required connector using REST, OAuth, webhooks or supported interfaces.
- 05
Validate
Test authentication, mapping, retries, error handling and idempotency.
- 06
Pilot
Run against controlled/sandbox data with approval gates enabled.
- 07
Evaluate
Measure accuracy, task completion, latency, cost and exceptions.
- 08
Deploy
Move through environment-specific configuration into production.
- 09
Monitor
Track audit, failures, model usage, business KPIs and integration health.
Client information needed
What we ask for up front.
Having these ready shortens the Map and Connect steps considerably.
- API documentation
- Sandbox / test credentials
- Authentication method
- Sample payloads / data schemas
- Business rules
- Expected workflow
- Permission model
- Success criteria
- Exception handling requirements
Integration readiness
How we keep integrations from becoming lock-in.
Design rules that hold across every connector we build.
- Vendor-specific connectors remain isolated from agent logic.
- External IDs are stored with internal IDs.
- Side-effecting actions support idempotency.
- OAuth / API keys can be supported through adapters.
- Mock connectors allow demos without client credentials.
- Client-specific configuration lives outside the reusable core.
Stages
Demo, Pilot, Production Integration.
Labels used consistently across proposals, environments and this site.
Mock connectors and synthetic data. Shows the agent's reasoning, tools and audit trail end to end.
Sandbox or controlled client data with approval gates enabled and evaluation running.
Environment-specific configuration, live connectors, monitoring and business KPI tracking.
Next step
Bring us your API documentation.
Send the systems, the workflow and the success criteria. We'll come back with the connector approach and where the approval gates belong.
Or email sales@crewtac.com