System and API discovery
Review supported interfaces, rate limits, account permissions and event mechanisms. Agree which system is authoritative for each record and which changes may be written back.
The hand-offs are part of the system.
Connect intelligence to email, documents, CRM, ERP and internal tools through integrations that respect permissions and recover from ordinary failures.
Discuss your integrationsThe starting question
What happens if the same action arrives twice—or only halfway completes?
Integration quality shows up in the exceptions. A timeout does not prove an action failed. A customer record may change while a draft is being reviewed. We design for that reality using explicit contracts, state handling and reconciliation rather than assuming every request succeeds once.
What you receive
An integration inventory, API and tool contracts, connection implementations, failure-mode tests and an operator handover.
The work / From design to operation
Bounded tool contracts
Expose the minimum useful actions to an agent or workflow. Validate inputs, authorisation and business rules independently before a connected system receives a request.
Resilient execution
Manage retries, duplicate requests and partial completion. Use reconciliation and a human exception queue when the state of a remote action cannot be established safely.
Observable hand-offs
Record meaningful events across system boundaries, with suitable redaction. Give operators a way to identify the failing step without exposing sensitive message content unnecessarily.
Designed into the system
Scoped credentials and secret rotation
Input and authorisation checks
Idempotency and recovery design
Cross-system ownership and monitoring
A little more clarity.
What if a legacy system has no API?
Assess supported imports, exports or other approved interfaces first. Automation that depends on a changing user interface needs a separate reliability and maintenance assessment.
Can the model hold the system credentials?
Credentials should be managed by the application or integration environment, not placed in model prompts. A model may propose a tool call; the server decides whether that call is permitted.