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Integrations
Connect protected documents, project context and acknowledged decisions.
- Source applications
- Project deliveryout
- Document storagein and out
- Billingin and out
- Identity and communications
- Identity providerin and out
- Email providerNotificationDeliveries · in and out
- Agents
- Your agentWorks within the permissions you assign
Source applications
- Project delivery. Resolve authorized project identity and publish permitted status context.
- Document storage. Keep FileURL protected and authorize each download against the current portal audience.
- Billing. Share invoice documents and return explicit client decisions; the billing system owns financial state.
PortalProject IN (current user's PortalUserAccess)Published
| Share Number | Document Name | Category | Portal Project | Published At |
|---|---|---|---|---|
| DS-96451 | Document 896 | Deliverable | PP-3433 | 05 Sep |
| DS-43860 | Document 501 | Invoice | PP-2327 | 27 Sep |
| DS-34124 | Document 895 | Contract | PP-3562 | 21 Sep |
| DS-11286 | Document 572 | Report | PP-8855 | 14 Sep |
| DS-38888 | Document 756 | Reference | PP-9641 | 08 Sep |
| DS-95682 | Document 373 | Other | PP-5005 | 20 Sep |
Identity and communications
- Identity provider. Bind verified principals through configured login or SSO.
- Email provider. Retain NotificationDeliveries receipts and reconcile bounces without treating opens as consent.
How connections are governed
service accounts, audit, pausingUse allowlisted source types and configured callback endpoints. Pin external skill and integration revisions. Preserve idempotency keys across retries and distinguish provider acknowledgment from business completion. Unknown source outcomes require reconciliation; access and audience checks apply to every outbound recipient and callback.
The API is one more client of the same interface. Agent reference →
# Example work after configuration
$ curl -s erp.ai/skill.md
› List pending approvals addressed to clients on my projects.
› Prepare a publication request for this protected document and show its intended audience.