This is the full developer documentation for Scalekit --- # DOCUMENT BOUNDARY --- # Scalekit Docs > Auth, provider connections, and tool execution for AI agents and SaaS apps ## What are you solving? # Choose your Scalekit documentation path ```sh npx @scalekit-inc/cli setup ``` [For Agent Builders](/agentkit/quickstart/) [Connect my agents to any enterprise app](/agentkit/quickstart/) [Delegated auth. Scoped permissions. Tool calls.](/agentkit/quickstart/) [Connect my agents to apps →](/agentkit/quickstart/) [![Agent authentication flow diagram](/_astro/agentkit.CAuIPwfK.svg)](/agentkit/quickstart/) [For SaaS Developers](/authenticate/fsa/quickstart/) [Add auth and user management to my SaaS app](/authenticate/fsa/quickstart/) [Sessions, SSO, RBAC, SCIM - all in one stack.](/authenticate/fsa/quickstart/) [Add auth to my app →](/authenticate/fsa/quickstart/) [![Authentication architecture overview](/_astro/auth-for-saas.DTXrdutN.svg)](/authenticate/fsa/quickstart/) --- # DOCUMENT BOUNDARY --- # Authorization - Overview > Learn about authorization options in Agent Auth, including OAuth flows, permissions, and security best practices. Agents that need to take actions on-behalf-of users in third party applications like gmail, calendar, slack, notion, hubspot etc need to do so in a secure, authorized manner. Scalekit’s Agent Auth solution helps developers build agents to act on-behalf-of users by managing user’s authentication and authorization for those tools. ## Supported Auth Methods [Section titled “Supported Auth Methods”](#supported-auth-methods) Agent Auth supports all the different types of authentication and authorization methods that are adopted by different applications so that you don’t have to worry about handling and managing user authorization tokens. * OAuth 2.0 * API Keys * Bearer Tokens * Custom JWTs ## Authorize a user [Section titled “Authorize a user”](#authorize-a-user) ### Create Connected Account [Section titled “Create Connected Account”](#create-connected-account) Create a connected\_account for a user and an application. In the example below - we show how to create a connected account for a user whose unique identifier is user\_123 and gmail application. ```python 1 # Create a connected account for user if it doesn't exist already 2 response = actions.get_or_create_connected_account( 3 connection_name="gmail", 4 identifier="user_123" 5 ) 6 connected_account = response.connected_account 7 print(f'Connected account created: {connected_account.id}') ``` ### Complete authorization [Section titled “Complete authorization”](#complete-authorization) Next, check the authorization status for this user’s connected account. If authorization status is not ACTIVE, generate a unique one-time magic link and redirect the user to this link. Depending on the application’s authentication type, Scalekit presents the user with appropriate next steps to complete user authorization. * If the application requires OAuth 2.0 based authorization, Scalekit will manage the OAuth 2.0 handshake on your behalf and keeps the user’s access token for subsequent tool calls. * If the application requires API Key based authentication, Scalekit will present them with a form to collect API Keys and other necessary information and stores them securely in an encrypted manner and uses them for subsequent tool calls. ```python 1 # If the user hasn't yet authorized the gmail connection or if the user's access token is expired, generate a link for them to authorize the connection 2 if(connected_account.status != "ACTIVE"): 3 print(f"gmail is not connected: {connected_account.status}") 4 link_response = actions.get_authorization_link( 5 connection_name="gmail", 6 identifier="user_123" 7 ) 8 print(f"🔗click on the link to authorize gmail", link_response.link) 9 10 # In a real app, redirect the user to this URL so that the user can complete the authentication process for their gmail account ``` ### Make Authorized Tool Calls [Section titled “Make Authorized Tool Calls”](#make-authorized-tool-calls) Once the user has successfully authorized the applications, your agent can use our SDK to execute tool calls on behalf of the user. Below is a small example to fetch user’s unread emails using the same connected account details. ```python 1 # Fetch recent emails 2 emails = actions.execute_tool( 3 connected_account_id=connected_account.id, 4 tool='gmail_fetch_mails', 5 tool_input={ 6 'query': 'is:unread', 7 'max_results': 5 8 } 9 ) 10 11 print(f'Recent emails: {emails.result}') ``` ## Next Steps [Section titled “Next Steps”](#next-steps) To make your agentic implementation faster, we have added Scalekit’s credentials for popular third party applications like GMail, Google Calendar, Google Drive etc. For a complete white-labelled experience, you can configure your own oauth credentials. [Bring your own Credentials ](/agentkit/advanced/bring-your-own-oauth) --- # DOCUMENT BOUNDARY --- # Add your own connector > Add custom connectors and extend coverage while keeping authentication and authorization in Scalekit. Add your own connector when the API or MCP server you need is not available in Scalekit’s built-in catalog — custom connectors support any SaaS API, partner system, internal API, or remote MCP server while keeping authentication, authorization, and secure API access in Scalekit. Once the connector is created, you use the same flow as other connectors: create a connection, create or fetch a connected account, authorize the user, and perform tool calling. Custom connectors appear alongside built-in connectors when you create a connection in Scalekit: ![Custom connector shown alongside built-in connectors in the connector selection view](/.netlify/images?url=_astro%2Fcustom-provider-in-catalog.BEwx1iKj.png\&w=2596\&h=1138\&dpl=6a3b904fcb23b100084833a2) ## Why add your own connector [Section titled “Why add your own connector”](#why-add-your-own-connector) Adding your own connector lets you: * Extend beyond the built-in connector catalog without inventing a separate auth stack * Bring unsupported SaaS APIs, partner systems, internal APIs, and remote MCP servers into the same secure access model * Reuse connections, connected accounts, and user authorization instead of building one-off auth plumbing * Keep credential handling, authorization, and governed API access centralized in Scalekit * Move from connector definition to live upstream calls through Tool Proxy (REST) or tool calling (MCP) using the same runtime model as other integrations ## How adding your own connector works [Section titled “How adding your own connector works”](#how-adding-your-own-connector-works) Adding your own connector uses the same model as built-in connectors: 1. Create a connector definition 2. Create a connection in Scalekit Dashboard 3. Create a connected account and authorize the user 4. Call tools — via Tool Proxy (`actions.request()`) for REST API connectors, or via MCP tool calling for MCP connectors Creating the connector definition tells Scalekit how to authenticate to the upstream API or MCP server. After that, connections, connected accounts, user authorization, and the call runtime work the same way as they do for built-in connectors. --- # DOCUMENT BOUNDARY --- # Virtual MCP servers > Scope your agent's tools to exactly what it needs — prevent overreach, cut token costs, and run agents safely across multiple users. Standard MCP servers expose every tool they have. Virtual MCP Servers let you define exactly which tools an agent can see and whose credentials it acts with — a controlled, user-scoped endpoint purpose-built for each agent role in your application. ## The problems this solves [Section titled “The problems this solves”](#the-problems-this-solves) **Agent overreach** A Gmail MCP connection might expose 30 tools: fetch, send, delete, label, search, manage filters, export. A summarizer agent needs one: fetch. If you hand it the full server, it has access to all 30. Virtual MCP Servers enforce least privilege at the tool level — the agent sees only what you explicitly allow. **Token bloat** Every tool on an MCP server adds tokens to every context window. A server with 40 tools at \~200 tokens each burns roughly 8,000 tokens before your agent does any work. At thousands of runs per day, this is a real cost. Scoping a server to 5–10 tools reduces that overhead by 80%. **Per-user credential management** Running the same agent for multiple users requires each session to stay isolated. Virtual MCP Servers handle this with session tokens: one server definition serves all users, and each agent run receives a short-lived token scoped to that specific user’s connected accounts. No credential sharing between users. ## How it works [Section titled “How it works”](#how-it-works) Two objects drive the model: | Object | What it is | Lifetime | | ---------------------- | ------------------------------------------------------------------- | ---------------------------- | | **Virtual MCP server** | A scoped endpoint declaring which connections and tools are exposed | Created once per agent role | | **Session token** | A short-lived credential bound to a specific user | Minted before each agent run | The lifecycle has two phases: 1. **Setup (once per agent role)** — Define the server: which connections (Gmail, Google Calendar) and which tools from each. You get a static `mcp_server_url`. Do this once, not once per user. 2. **Runtime (before each run)** — Confirm the user has authorized all required connections, mint a session token for that user, and pass the URL and token to your agent as bearer auth. ## Use cases [Section titled “Use cases”](#use-cases) * **Background agents** — process data without a user present, such as summarizing overnight emails or syncing records between services * **Scheduled agents** — run on a timer on behalf of a user, such as a daily briefing that reads new emails and creates calendar events * **Interactive agents** — chat assistants that take real actions mid-conversation using the current user’s connected accounts * **Multi-user SaaS apps** — one server definition shared across all users; each user connects their accounts once and receives a scoped token at runtime --- # DOCUMENT BOUNDARY --- # Overview > Learn how AgentKit works: tool calling with pre-built connectors and authentication for AI agents acting on behalf of users. AgentKit gives your AI agents authenticated access to third-party apps: sending emails, reading calendars, creating tickets, querying databases, and more. Your agent calls a tool; Scalekit handles the OAuth flow, token storage, and API call. ## Authentication [Section titled “Authentication”](#authentication) **Connections** are configurations you create once in the Scalekit Dashboard. A connection holds the credentials Scalekit needs to authenticate with a connector (OAuth app credentials, API keys, or service account details). One connection serves all your users. **Connected accounts** are per-user instances of a connection. When a user authorizes, Scalekit creates a connected account that stores their tokens and tracks their auth state. Your agent uses a connected account to act on that specific user’s behalf. Scalekit supports OAuth 2.0, API keys, RSA key pairs, and service accounts across all connectors. ## Tool calling [Section titled “Tool calling”](#tool-calling) **Connectors** are the pre-built integrations your agent can use: Gmail, Slack, Salesforce, Snowflake, GitHub, and many others. Each connector exposes a library of tools ready for your agent to call. **Tools** are connector-specific actions: `gmail_fetch_emails`, `salesforce_create_record`, `slack_send_message`. Scalekit provides the tool schemas and handles the authenticated API call. Your agent passes inputs; Scalekit injects the user’s credentials and returns structured output. ## How they fit together [Section titled “How they fit together”](#how-they-fit-together) You configure connections once. Your users authenticate to create connected accounts. Your agent calls tools; Scalekit handles the rest. ## Works with your framework [Section titled “Works with your framework”](#works-with-your-framework) AgentKit is framework-agnostic. Tool schemas work with any LLM API. Native adapters are available for [LangChain](/agentkit/examples/langchain/), [Google ADK](/agentkit/examples/google-adk/), and [Virtual MCP Servers](/agentkit/mcp/overview/). ## Get started [Section titled “Get started”](#get-started) [Quickstart ](/agentkit/quickstart)Build a working agent with authenticated tool calls in minutes. [Configure a connection ](/agentkit/connections)Set up your first connection in the Scalekit Dashboard. [Connectors ](/agentkit/connectors/)Browse the pre-built connectors and their tool libraries. [Examples ](/agentkit/examples/)Full working examples for LangChain, Google ADK, Anthropic, OpenAI, and more. --- # DOCUMENT BOUNDARY --- # Tools Overview > Learn about tools in Agent Auth - the standardized functions that enable you to perform actions across different third-party providers. LLMs today are very powerful reasoning and answering machines but their ability is restricted to data sets that they are trained upon and cannot natively interact with web services or saas applications. Tool Calling or Function Calling is how you extend the capabilities of these models to interact and take actions in third party applications on behalf of the users. For example, if you would like to build an email summarizer agent, there are a few challenges that you need to tackle: 1. How to give agents access to gmail 2. How to authorize these agents access to my gmail account 3. What should be the appropriate input parameters to access gmail based on user context and query Agent Auth product solves these problems by giving you simple abstractions using our SDK to help you give additional capabilities to the agents you are building regardless of the underlying model and agent framework in three simple steps. 1. Use Scalekit SDK to fetch all the appropriate tools 2. Complete user authorization handling in one single line of code 3. Use Scalekit’s optimized tool metadata and pass it to the underlying model for optimal tool selection and input parameters. ## Tool Metadata [Section titled “Tool Metadata”](#tool-metadata) Every tool in Agent Auth follows a consistent structure with a name, description and structured input and output schema. Agentic frameworks like Langchain can work with the underlying LLMs to select the right tool to solve the user’s query based on the tool metadata. ### Sample Tool definition [Section titled “Sample Tool definition”](#sample-tool-definition) ```json 1 { 2 "name": "gmail_send_email", 3 "display_name": "Send Email", 4 "description": "Send an email message to one or more recipients", 5 "provider": "gmail", 6 "category": "communication", 7 "input_schema": { 8 "type": "object", 9 "properties": { 10 "to": { 11 "type": "array", 12 "items": {"type": "string", "format": "email"}, 13 "description": "Email addresses of recipients" 14 }, 15 "subject": { 16 "type": "string", 17 "description": "Email subject line" 18 }, 19 "body": { 20 "type": "string", 21 "description": "Email body content" 22 } 23 }, 24 "required": ["to", "subject", "body"] 25 }, 26 "output_schema": { 27 "type": "object", 28 "properties": { 29 "message_id": { 30 "type": "string", 31 "description": "Unique identifier for the sent message" 32 }, 33 "status": { 34 "type": "string", 35 "enum": ["sent", "queued", "failed"], 36 "description": "Status of the email sending operation" 37 } 38 } 39 } 40 } ``` ## Best practices [Section titled “Best practices”](#best-practices) 1. **Tool Selection:** Even though tools provide additional capabilities to the agents, the real challenge in leveraging underlying LLMs capability to select the right tool to solve the job at hand. And LLMs do a poor job when you throw all the available tools you have at your disposal and ask LLMs to pick the right tool. So, be sure to limit the number of tools that you provide in the context to the LLM so that they do a good job in tool selection and filling in the appropriate input parameters to actually execute a certain action successfully. 2. **Add deterministic overrides in undeterministic workflows:** Because LLMs are unpredictable super machines, do not trust them to reliably execute the same workflow every single time in the exact same manner. If your agent has some deterministic patterns or workflows, use the pre-execution modifiers to always set exact input parameters for a given tool. For example, if your agent always reads only unread emails, create a pre-execution modifier to add `is:unread` to the query input param while fetching emails using gmail\_fetch\_emails tool. 3. **Context Window Awareness:** Similar to the point above, always be conscious of overloading context window of the underlying models. Don’t send the entire tool execution response/output to the underlying model for processing the execution response. Use the post-execution modifiers to select only the required and necessary fields in the tool output response before sending the data to the LLMs. *** Tools are the fundamental building blocks through which you can give real world capabilities for the agents you are building. By understanding how to use them effectively, you can build sophisticated agents that seamlessly connect your application to the tools your users already love. --- # DOCUMENT BOUNDARY --- # Role based access control (RBAC) > Control what authenticated users can access in your application based on their roles and permissions When users access features in your application, your app needs to control what actions they can perform. These permissions might be set by your app as defaults or by organization administrators. For example, in a project management application, you can allow some users to create projects while restricting others to only view existing projects. Role-based access control (RBAC) provides the framework to implement these permissions systematically. After users authenticate through Scalekit, your application receives an access token containing their roles and permissions. Use this token to make authorization decisions and control access to features and resources. Access tokens contain two key components for authorization: **Roles** group related permissions together and define what users can do in your system. Common examples include Admin, Manager, Editor, and Viewer. Roles can inherit permissions from other roles, creating hierarchical access levels. **Permissions** represent specific actions users can perform, formatted as `resource:action` patterns like `projects:create` or `tasks:read`. Use permissions for granular access control when you need precise control over individual capabilities. Access token contents ```json { "aud": ["skc_987654321098765432"], "client_id": "skc_987654321098765432", "exp": 1750850145, "iat": 1750849845, "iss": "http://example.localhost:8889", "jti": "tkn_987654321098765432", "nbf": 1750849845, "roles": ["project_manager", "member"], "oid": "org_69615647365005430", "permissions": ["projects:create", "projects:read", "tasks:assign"], "sid": "ses_987654321098765432", "sub": "usr_987654321098765432" } ``` Scalekit automatically assigns the `admin` role to the first user in each organization and the `member` role to subsequent users. Your application uses the role and permission information from Scalekit to make final authorization decisions at runtime. Start by defining the roles and permissions your application needs. --- # DOCUMENT BOUNDARY --- # Multi-App Authentication > Share authentication across web, mobile, and desktop applications with a unified session Register multiple applications as OAuth clients that share a single Scalekit user session. Users authenticate once and gain access everywhere across your web app, mobile app, desktop client, and documentation site. Each application gets its own OAuth client with appropriate credentials based on its type, while all apps share the same underlying session. [Check out the example apps ](https://github.com/scalekit-inc/multiapp-demo) Use multi-app authentication when you ship multiple apps (web, mobile, desktop, or SPA), users expect to stay signed in across surfaces, or you need centralized session control and auditability. Each app gets its own OAuth client for clearer audit logs, safer scope boundaries, and easier maintenance. This eliminates friction from repeated logins and closes security gaps from inconsistent session handling. ## How multi-app authentication works [Section titled “How multi-app authentication works”](#how-multi-app-authentication-works) 1. [Register](/authenticate/fsa/multiapp/manage-apps/) each application as an OAuth client in Scalekit. 2. User logs into any app. 3. Scalekit creates a session for that user. 4. Other apps detect the session and skip the login prompt. 5. Logging out of any app terminates the shared session. Each app must clear its own local state Revoking the Scalekit session does not automatically clear your application’s local state. Each app must clear its own session and stored tokens. A failed **refresh token exchange** is a reliable signal that the shared session has been revoked. For proactive sign-out across all applications, configure [back-channel logout URLs](/authenticate/fsa/multiapp/manage-apps/#configure-redirect-urls) so Scalekit can notify each app when the shared session is terminated. ## Application types and authentication flows [Section titled “Application types and authentication flows”](#application-types-and-authentication-flows) Each application is registered separately in Scalekit and receives its own OAuth client. Choose the application type based on whether it has a backend server that can securely store credentials: | App Type | Description | Has Backend? | Uses Secret? | Auth Flow | | --------------------------------------------------------------------------- | ----------------------------------------------------------- | :----------: | :----------: | ------------------ | | [**Web app** (Express, Django, Rails)](/authenticate/fsa/multiapp/web-app) | Server-rendered or backend-driven apps with secure secrets. | ✓ | ✓ | Authorization Code | | [**SPA** (React, Vue, Angular)](/authenticate/fsa/multiapp/single-page-app) | Frontend-only apps running fully in the browser. | ✗ | ✗ | Auth Code + PKCE | | [**Mobile** (iOS, Android)](/authenticate/fsa/multiapp/native-app) | iOS or Android apps using system browser flows. | ✗ | ✗ | Auth Code + PKCE | | [**Desktop** (Electron, Tauri)](/authenticate/fsa/multiapp/native-app) | Electron or native desktop apps with deep links. | ✗ | ✗ | Auth Code + PKCE | Even though each app has a different `client_id`, they all rely on the same Scalekit user session. Separate clients per app give you clearer audit logs, safer scope boundaries, and easier long-term maintenance. ## Implementation steps [Section titled “Implementation steps”](#implementation-steps) 1. **Create applications in Scalekit** — [Create applications](/authenticate/fsa/multiapp/manage-apps) in Scalekit for each of your apps. During setup, select the app type based on whether it has a backend and needs client secrets. 2. **Configure redirect URLs for each app** — Redirects are registered endpoints in Scalekit that control where users are sent during authentication flows. [Configure redirect URLs](/authenticate/fsa/multiapp/manage-apps/#configure-redirect-urls) for each application. 3. **Implement login flow for each app** — Once your applications are registered, each app follows an OAuth-based authentication flow. Use the [login implementation guide](/authenticate/fsa/implement-login/) for implementing login/signup flow in your apps. 4. **Manage sessions and token refresh** — After users successfully authenticate in any of your apps, you receive session tokens that manage their access. Use the [session management guide](/authenticate/fsa/manage-session/) to manage sessions in your apps. Validate access tokens on each request Validate access tokens by checking the issuer, audience (which must include the application’s `client_id`), `iat`, and `exp`. Store tokens securely, and use the `/oauth/token` endpoint with the `refresh_token` grant to obtain new access, refresh, and ID tokens when needed. 5. **Implement logout** — Initiate logout by calling the `/oidc/logout` endpoint with the relevant parameters. Clear your local application session when refresh token exchange fails, or configure back-channel logout to proactively sign users out across all applications sharing the same session. Follow the [logout implementation guide](/authenticate/fsa/logout/) to implement logout in your apps. ## Troubleshooting [Section titled “Troubleshooting”](#troubleshooting) Why am I getting a redirect URI mismatch error? The exact URI (including trailing slashes and query parameters) must match what’s configured in **Dashboard > Developers > Applications > \[Your App] > Redirects**. Common mismatches include: * `http` vs `https` * Missing or extra trailing slash * Different port numbers in development Why aren’t my apps sharing authentication state? Verify all applications are registered in the same Scalekit environment. Apps in different environments maintain separate session pools and cannot share authentication state. Why are users prompted to login on every app? Check the following: * All apps use the same Scalekit environment URL * The browser allows third-party cookies (required for session detection) * The user is using the same browser across apps Why is the refresh token being rejected? The Scalekit session may have been revoked from another application, or the refresh token has expired. Redirect the user to log in again to establish a new session. --- # DOCUMENT BOUNDARY --- # Overview: MCP server authentication > Secure your Model Context Protocol (MCP) servers with Scalekit's drop-in OAuth 2.1 authorization solution Model Context Protocol (MCP) is an open standard that gives AI apps a consistent, secure way to connect to external tools and data sources. A helpful way to picture it is USB‑C for AI integrations: instead of building a custom connector for every service, MCP provides one interface that works across different models, platforms, and backends. That makes it much easier to build agent-style apps that can actually do work, but it also makes authorization a bigger deal, because once an agent can act on your behalf, you need clear, tight control over what it can access and what actions it’s allowed to take. At its core, MCP follows a client-server architecture where a host application can connect to multiple servers: * **MCP hosts**: AI applications like Claude Desktop, IDEs, or custom AI tools that need to access external resources * **MCP clients**: Protocol clients that maintain connections between hosts and servers * **MCP servers**: Lightweight programs that expose specific capabilities (tools, data, or services) through the standardized protocol * **Data sources**: Local files, databases, APIs, and services that MCP servers can access This architecture enables a ecosystem where AI models can seamlessly integrate with hundreds of different services without requiring custom code for each integration. ## The path to secure MCP: OAuth 2.1 integration [Section titled “The path to secure MCP: OAuth 2.1 integration”](#the-path-to-secure-mcp-oauth-21-integration) Recognizing these challenges, the MCP specification evolved to incorporate robust authorization mechanisms. The Model Context Protocol provides authorization capabilities at the transport level, enabling MCP clients to make requests to restricted MCP servers on behalf of resource owners. The **MCP specification chose OAuth 2.1 as its authorization framework** for several compelling reasons | | | | ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Industry standard | OAuth 2.1 is a well-established, widely-adopted standard for delegated authorization, with extensive tooling and ecosystem support. | | Security best practices | OAuth 2.1 incorporates lessons learned from OAuth 2.0, removing deprecated flows and enforcing security measures like PKCE (Proof Key for Code Exchange). | | Flexibility | Supports multiple grant types suitable for different MCP use cases: **Authorization code**: When AI agents act on behalf of human users **Client credentials**: For machine-to-machine integrations | | Ecosystem compatibility | Works with existing identity providers and authorization servers, making it easier for enterprises to integrate MCP into their existing security infrastructure. | This authorization mechanism is based on established specifications listed below, but implements a selected subset of their features to ensure security and interoperability while maintaining simplicity: * **OAuth 2.1**: Core authorization framework with enhanced security * **OAuth 2.0 Authorization Server Metadata (RFC8414)**: Standardized server discovery * **OAuth 2.0 Dynamic Client Registration Protocol (RFC7591)**: Automatic client registration * **OAuth 2.0 Protected Resource Metadata (RFC9728)**: Resource server discovery * **Client ID Metadata Document (CIMD)**: Lets authorization servers fetch client metadata directly from a client-hosted document for authorization ## The authorization flow in practice [Section titled “The authorization flow in practice”](#the-authorization-flow-in-practice) Now let’s zoom in and see how the MCP OAuth 2.1 flow unfolds step-by-step: ### Discovery phase [Section titled “Discovery phase”](#discovery-phase) 1. **MCP client** encounters a protected MCP server 2. **Server** responds with `401 Unauthorized` and `WWW-Authenticate` header pointing to Scalekit Auth Server 3. **Client** discovers Scalekit Auth Server capabilities through metadata endpoints ### Authorization phase [Section titled “Authorization phase”](#authorization-phase) 4. **Client** registers with Scalekit Auth Server (if using DCR) 5. **Scalekit Auth Server** issues client credentials (if using DCR) 6. **Client** initiates appropriate OAuth flow 7. **User** grants consent (for Authorization Code flow) 8. **Scalekit Auth Server** issues access token with appropriate scopes ### Client registration [Section titled “Client registration”](#client-registration) #### Dynamic client registration [Section titled “Dynamic client registration”](#dynamic-client-registration) MCP clients and authorization servers SHOULD support the OAuth 2.1 Dynamic Client Registration Protocol to allow MCP clients to obtain OAuth client IDs without user interaction. This enables seamless onboarding of new AI agents without manual configuration. #### Client ID Metadata Document (CIMD) [Section titled “Client ID Metadata Document (CIMD)”](#client-id-metadata-document-cimd) MCP clients SHOULD support the Client ID Metadata Document (CIMD) specification, which allows clients to publish their OAuth client metadata at a well-known URL under their control. This enables authorization servers to automatically retrieve and validate client metadata without requiring an explicit dynamic registration request, simplifying onboarding for new AI agents while maintaining secure, decentralized client configuration. ### Access phase [Section titled “Access phase”](#access-phase) 9. **Client** includes access token in requests to MCP server 10. **MCP server** validates token and enforces scope-based permissions 11. **Server** processes request and returns response 12. **All interactions** are logged for audit and compliance ## Key security enhancements in MCP OAuth 2.1 [Section titled “Key security enhancements in MCP OAuth 2.1”](#key-security-enhancements-in-mcp-oauth-21) MCP’s OAuth 2.1 profile reduces a few common risks in the authorization code flow. The key enhancements are: * **Mandatory PKCE**: Clients must use PKCE to help prevent authorization code interception. * **Strict redirect URI validation**: Servers must only allow pre-registered redirect URIs and enforce an exact match to reduce redirect attacks. * **Short-lived tokens**: Authorization servers should issue short-lived access tokens to limit impact if a token leaks. * **Granular scopes**: Use narrow scopes (for example, `todo:read`, `todo:write`) so apps request only what they need and users can understand what they’re granting. --- # DOCUMENT BOUNDARY --- # Machine-2-Machine authentication > Secure interactions between software systems with M2M authentication, enabling secure API access for AI agents, apps, and automated workflows Machine-2-Machine (M2M) authentication secures API access for non-human clients like AI agents, third-party integrations, backend services, and automated workflows. When you need to give these machine clients secure access to your APIs, M2M authentication provides credential-based authentication using client IDs and secrets, without exposing hardcoded tokens or requiring human interaction. Your machine clients can act on behalf of an organization, a specific user, or operate independently to perform system-level tasks. You get centralized management of all machine identities with granular permissions and seamless credential rotation across internal and external services. This approach ensures your machine clients authenticate with the same rigour as human users, giving you secure, scoped access to APIs while simplifying integration development and meeting enterprise security standards. ## When to use M2M authentication [Section titled “When to use M2M authentication”](#when-to-use-m2m-authentication) You’ll use M2M auth when your APIs need to be accessed by: * Automated clients or AI agents making requests on behalf of users or organizations * External platforms or third-party integrations (like Zapier, CRM systems, analytics platforms, or payment providers) * Internal services or background jobs that programmatically invoke your APIs * Scheduled services that automatically sync data with your API * Automated workflows that update external systems In all these cases, there’s no human user session involved. The system still needs a secure way to authenticate the client and determine what access it should have. ## Understanding the OAuth 2.0 client credentials flow [Section titled “Understanding the OAuth 2.0 client credentials flow”](#understanding-the-oauth-20-client-credentials-flow) M2M authentication uses the OAuth 2.0 client credentials flow. This is the standard way for non-human clients to obtain access tokens without requiring user interaction. OAuth 2.0 is an authorization framework that allows client applications to access protected resources on a resource server by presenting an access token. The protocol delegates authorization decisions to a central authorization server, which issues access tokens after validating the client or user. The protocol defines several grant types for different use cases: * **Client credentials flow** - Use this when one system (like an automated client or AI agent) wants to access another system’s API * **Authorization code flow** - Use this when a user authorizes a machine client to act on their behalf For org-level or internal service clients, you use a `client_id` and `client_secret` to authenticate. For user-backed clients, the user first authorizes the client via the authorization code flow. ## Choose your client type [Section titled “Choose your client type”](#choose-your-client-type) Scalekit provides three types of machine clients based on the OAuth 2.0 flow: * **Org-level clients:** Use these when your automated client needs to access APIs on behalf of an organization. Tokens are scoped to a specific org (`oid`) and work well for org-wide workflows. Read the M2M authentication quickstart to set up an org-level client. * **User-level clients:** Use these when your machine client acts on behalf of a specific user. These tokens include a `uid` (user ID) in addition to `oid`, letting you enforce user-contextual access. *(Coming soon)* * **Internal service clients:** Use these for secure service-to-service communication between internal systems. These clients issue tokens with an `aud` (audience) claim to enforce destination-specific access. They’re ideal for microservices that need to communicate without org or user context. *(Coming soon)* ![How M2M authentication works](/.netlify/images?url=_astro%2Fm2m-flow.Bl90F1XY.png\&w=4140\&h=3564\&dpl=6a3b904fcb23b100084833a2) ## How the authentication flow works [Section titled “How the authentication flow works”](#how-the-authentication-flow-works) Here’s the complete M2M authentication flow: 1. **Register a machine client** You create an M2M client in Scalekit for the machine that needs access to your APIs. 2. **Generate credentials** Scalekit issues a `client_id` and `client_secret` for that client. Your client uses these credentials to request access tokens. 3. **Request an access token** Your client requests an access token from Scalekit’s `/oauth/token` endpoint. For org-level access, it uses the client credentials flow directly. For user-level access, it exchanges an authorization code after user consent in the authorization code flow. 4. **Receive a signed JWT** Scalekit validates the request and returns a short-lived, signed JWT that contains claims specific to your client type: * Which organization it belongs to (`oid`) * Which user it belongs to (`uid`) * What it’s allowed to do (`scopes`) * How long it’s valid for (`exp`, `nbf`) * Which service it’s intended for (`aud`) Each token is signed by Scalekit so your API can validate it locally without calling back to Scalekit. This improves performance and keeps your authorization flow resilient even if the auth server is briefly unavailable. 5. **Make authenticated API calls** Your machine client sends this token in the `Authorization` header when calling your API. 6. **Validate the token** Your API checks the token’s signature and claims locally. You don’t need to make a network call to Scalekit for validation. This approach gives you secure, programmatic authentication using short-lived, scoped tokens that you can revoke or rotate as needed. ## What Scalekit handles for you [Section titled “What Scalekit handles for you”](#what-scalekit-handles-for-you) Building secure M2M authentication from scratch can be complex when dealing with token scoping, TTL management, credential rotation, and validation. Scalekit handles these concerns out of the box with minimal setup. With just a few API calls or dashboard actions, you can: * Register machine clients scoped to an organization, user, or service * Generate and manage credentials with safe rotation * Issue signed, short-lived JWTs with the right claims (`oid`, `uid`, `aud`, `scopes`) based on the client type * Validate tokens locally in your API without calling back to Scalekit You can enforce least-privilege access for machine clients without implementing the OAuth flow or token lifecycle yourself. ## Token security and management [Section titled “Token security and management”](#token-security-and-management) Tip Tokens issued by Scalekit are designed to be secure by default and operationally smooth to manage over time: * **Short-lived**: All tokens have a configurable TTL (default: 1 hour; minimum: 5 minutes) to reduce long-term risk. * **Locally verifiable**: Tokens are signed JWTs that your API can verify without calling back to Scalekit. * **Supports rotation**: Each client can store up to five secrets at a time, making credential rotation seamless with no downtime. * **Includes identity context**: Tokens contain claims like `oid` (org ID), `uid` (user ID), and `aud` (audience) so you can enforce precise access. * **Scoped access**: You define fine-grained scopes to limit what each client is allowed to do. These defaults ensure that your tokens are short-lived, constrained in what they can do, and fully verifiable without external dependencies. ## Key benefits [Section titled “Key benefits”](#key-benefits) When you implement M2M authentication with Scalekit, you get: * **Security**: You eliminate the need to share user credentials between services or expose hardcoded secrets * **Auditability**: Each service has its own identity, making it easier for you to track and audit API usage * **Scalability**: You can easily add or remove services without affecting other parts of your system * **Granular Control**: You can implement fine-grained access control at the service level To start integrating M2M authentication in your application, head to the [quickstart guide](/authenticate/m2m/api-auth-quickstart) for setting up an org-level client. --- # DOCUMENT BOUNDARY --- # Overview > Passwordless authentication provides a secure and convenient way to authenticate users without the need for passwords. Passwordless authentication is an authentication method that allows users to access a system without the need for passwords. It is a secure and convenient way to authenticate users, as it eliminates the risk of password-related vulnerabilities and makes it easier for users to access a system. Passwordless authentication can be implemented using different methods, such as Email OTP, Email Magic Link, Passkeys and more. Scalekit supports both headless implementation of Passwordless authentication and also complete passwordless implementation via OIDC. Developers can choose the model that fits best based on their implementation needs, context etc. The main benefits of using passwordless authentication over traditional password-based authentication include: * **Improved security**: Passwordless authentication eliminates the risk of password-related vulnerabilities such as phishing, credential stuffing and password cracking. * **Better user experience**: Passwordless authentication provides a seamless and convenient way for users to access a system, without the need to remember and enter passwords. * **Reduced support costs**: With passwordless authentication, users do not need to reset their passwords or contact support for password-related issues, which reduces the support costs. * **Modern authentication**: Passwordless authentication aligns with current security best practices and provides a modern and secure way to authenticate users. ## Authentication methods [Section titled “Authentication methods”](#authentication-methods) Scalekit supports multiple passwordless authentication methods: * **Verification Code (OTP)**: Users receive a one-time passcode via email * **Magic Link** : Users receive a link via email that the user needs to click to verify their email address. * **Magic Link + Verification Code** : Users receive a link and a one-time passcode via email and the users can choose either of the options to verify their email address. * **Passkeys** Coming soon : Users authenticate using their biometric data. * **TOTP (Authenticator App)** Coming soon : Users authenticate using a time-based one-time passcode generated by an authenticator app. ## Implementation choices [Section titled “Implementation choices”](#implementation-choices) When implementing passwordless authentication, you have two options: **Headless Implementation**: You can use our APIs to implement passwordless authentication without any dependence on our UI. You can implement your own UI to collect the OTP from your users or handle the magic link validation. **OIDC Implementation**: We handle both the security and UI implementation of the OTP and/or magic link workflow. As part of the implementation, you will redirect the user to Scalekit’s OIDC Endpoint to complete the email OTP and/or magic link workflow. Once verified, we will send the user back to your pre-configured redirect url endpoint with the email address of the user so that you can complete the workflow. [Headless Implementation ](/passwordless/quickstart)Learn how to implement Email OTP based passwordless authentication using our headless SDK [OIDC Implementation ](/passwordless/oidc)Learn how to implement Email OTP based passwordless authentication using OIDC --- # DOCUMENT BOUNDARY --- # Self-hosted deployment overview > Deploy Scalekit on your own Kubernetes cluster to meet data residency, compliance, and network isolation requirements. You will run the full Scalekit platform on your own Kubernetes cluster. This helps you keep all authentication data inside your network for data residency, compliance, and isolation from the public internet. Use self-hosted deployment when your organization requires: * **Data residency**: Auth data must remain in a specific region or on-premises location * **Network isolation**: The auth service must not be reachable from the public internet * **Compliance**: Regulations such as FedRAMP, HIPAA, or internal security policies prohibit use of SaaS auth services * **Air-gapped environments**: Your deployment environment has no outbound internet access ## How self-hosted deployment works [Section titled “How self-hosted deployment works”](#how-self-hosted-deployment-works) Scalekit is deployed on Kubernetes via a Helm chart managed through the Scalekit distribution portal. You configure the deployment with a `values.yaml` file, apply Kubernetes secrets to your cluster, and connect the cluster to the portal. The portal handles chart delivery, migrations, and upgrades. ## Components in a self-hosted deployment [Section titled “Components in a self-hosted deployment”](#components-in-a-self-hosted-deployment) A self-hosted deployment runs as a single Kubernetes `Deployment` with multiple containers: | Component | Description | | ---------------- | -------------------------------------------------------------------- | | **Auth service** | Core service handling login, token issuance, sessions, SSO, and SCIM | | **Dashboard** | Admin web UI for managing your Scalekit instance | | **Flagd** | Feature flag sidecar for runtime configuration | | **Webhooks** | Webhook delivery service | | **OpenFGA** | Fine-grained authorization engine (optional) | ## Infrastructure you must provide [Section titled “Infrastructure you must provide”](#infrastructure-you-must-provide) Scalekit does not bundle a database or cache in production. You provision and manage these separately: | Dependency | Requirement | Notes | | -------------- | ------------- | ----------------------------------------------------------- | | **Kubernetes** | 1.27 or later | Any managed or self-managed cluster | | **PostgreSQL** | 15 or later | Three databases required: `scalekit`, `webhooks`, `openfga` | | **Redis** | 6.2 or later | Used for sessions, caching, and job queues | | **SMTP** | Any provider | Postmark and SendGrid have first-class support | Evaluation shortcut The Helm chart includes optional PostgreSQL and Redis subcharts. Enable them to spin up Scalekit quickly without provisioning external services. **Use subcharts for evaluation only.** They are not suitable for production. Access required Self-hosted deployment requires a Scalekit enterprise license. You receive your Helm chart access and container registry token through the Scalekit distribution portal as part of onboarding. ## Choose your path [Section titled “Choose your path”](#choose-your-path) | Path | When to use | | ------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **[Quickstart: Deploy Scalekit on Kubernetes](/self-hosted/quickstart/)** | Get Scalekit running fast using bundled PostgreSQL and Redis. Ideal for evaluation and proof-of-concept. No external databases or `kubectl secret` commands needed. | | **[Full installation](/self-hosted/system-requirements/)** | Production deployment with external PostgreSQL and Redis, full secret management, and your choice of ingress controller. | Next, Quickstart: Deploy Scalekit on Kubernetes will get you a working evaluation instance so you can test before full deployment. --- # DOCUMENT BOUNDARY --- # AgentKit: Connect my agent to apps > Build a working agent that makes authenticated tool calls on behalf of users, using Gmail as the example connector. ![Architecture diagram: an AI agent connects through Scalekit MCP Gateway with delegated auth, scoped permissions, and tool calls to SaaS apps such as Gmail, Slack, and Salesforce.](/_astro/agentkit.CAuIPwfK.svg) By the end of this guide, you’ll have a working agent that fetches a user’s last 5 unread Gmail messages (authenticated with their real account). Scalekit manages the OAuth flow, token storage, and API proxy so you focus on agent logic. ## Before you start [Section titled “Before you start”](#before-you-start) Complete these steps in the Scalekit dashboard before writing any code: 1. **Create a Scalekit account** at [app.scalekit.com](https://app.scalekit.com). 2. **Configure a Gmail connector** at Dashboard → **AgentKit** > **Connections** > **Create Connection** → select **Gmail**. Create the connection in the dashboard before running any code. Then copy the exact **Connection name** from that connection and use that value in your code. It must match the dashboard exactly, and it is not always the provider slug `gmail`. Gmail is enabled by default in new Scalekit environments. To connect to other services, create a connection for each app under **AgentKit** > **Connections** > **Create Connection**. 3. **Copy your API credentials** at Dashboard → **Developers → Settings → API Credentials**. Save these three values as environment variables: * `SCALEKIT_CLIENT_ID` * `SCALEKIT_CLIENT_SECRET` * `SCALEKIT_ENV_URL` * `GMAIL_CONNECTION_NAME` (copy the exact Connection name from **AgentKit** > **Connections**) ## Build your agent [Section titled “Build your agent”](#build-your-agent) * Using a coding agent Install the authstack plugin for your coding agent with `npx @scalekit-inc/cli setup` (or install globally with `npm install -g @scalekit-inc/cli` then `scalekit setup`), complete the browser authorization when prompted, then paste the implementation prompt. The agent scaffolds connected account setup, the OAuth flow, and tool execution. Terminal ```bash npx @scalekit-inc/cli setup ``` The wizard sets up the right plugins and skills for your editors. Complete any browser authorization for the Scalekit MCP server when prompted. Then use the prompt below (or describe your goal in natural language). Implementation prompt ```md Configure Scalekit agent authentication for Gmail. Provide code to create a connected account, generate an authorization link, and, once the user authorizes, fetch the last 5 unread emails using Scalekit's tool API. ``` Review generated code before deploying Verify that token validation logic, error handling, and environment variable references match your application’s requirements. * Step by step ### 1. Set up your environment [Section titled “1. Set up your environment”](#1-set-up-your-environment) Install the Scalekit SDK and initialize the client with your API credentials: * Python ```sh pip install scalekit-sdk-python python-dotenv requests ``` * Node.js ```sh npm install @scalekit-sdk/node ``` - Python ```python import scalekit.client import os import requests from dotenv import load_dotenv load_dotenv() scalekit_client = scalekit.client.ScalekitClient( client_id=os.getenv("SCALEKIT_CLIENT_ID"), client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), env_url=os.getenv("SCALEKIT_ENV_URL"), ) actions = scalekit_client.actions connection_name = os.getenv("GMAIL_CONNECTION_NAME") # must match the Connection name in the dashboard exactly ``` - Node.js ```typescript import { ScalekitClient } from '@scalekit-sdk/node'; import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb'; import 'dotenv/config'; const scalekit = new ScalekitClient( process.env.SCALEKIT_ENV_URL, process.env.SCALEKIT_CLIENT_ID, process.env.SCALEKIT_CLIENT_SECRET ); const actions = scalekit.actions; const connectionName = process.env.GMAIL_CONNECTION_NAME!; // must match the Connection name in the dashboard exactly ``` ### 2. Create a connected account [Section titled “2. Create a connected account”](#2-create-a-connected-account) Scalekit tracks each user’s third-party connection as a connected account. This is the record that holds their OAuth tokens. Creating it tells Scalekit to start managing the user’s Gmail access on your behalf. This step fails if the Gmail connection has not been created in **AgentKit** > **Connections** yet, or if `connection_name` / `connectionName` does not match the dashboard exactly. * Python ```python # Create or retrieve the user's connected Gmail account response = actions.get_or_create_connected_account( connection_name=connection_name, identifier="user_123" # Replace with your system's unique user ID ) connected_account = response.connected_account print(f'Connected account created: {connected_account.id}') ``` * Node.js ```typescript // Create or retrieve the user's connected Gmail account const response = await actions.getOrCreateConnectedAccount({ connectionName, identifier: 'user_123', // Replace with your system's unique user ID }); const connectedAccount = response.connectedAccount; console.log('Connected account created:', connectedAccount?.id); ``` ### 3. Authenticate the user [Section titled “3. Authenticate the user”](#3-authenticate-the-user) Your agent can’t act on behalf of a user until they authorize access. Generate an authorization link, send it to the user, and Scalekit handles the rest: token exchange, storage, and automatic refresh. Once they complete the flow, the connected account status becomes `ACTIVE`. * Python ```python # Generate authorization link if user hasn't authorized or token is expired if(connected_account.status != "ACTIVE"): print(f"Gmail is not connected: {connected_account.status}") link_response = actions.get_authorization_link( connection_name=connection_name, identifier="user_123" ) print(f"🔗 click on the link to authorize Gmail", link_response.link) input(f"⎆ Press Enter after authorizing Gmail...") # In production, redirect user to this URL to complete OAuth flow ``` * Node.js ```typescript // Generate authorization link if user hasn't authorized or token is expired if (connectedAccount?.status !== ConnectorStatus.ACTIVE) { console.log('gmail is not connected:', connectedAccount?.status); const linkResponse = await actions.getAuthorizationLink({ connectionName, identifier: 'user_123', }); console.log('🔗 click on the link to authorize gmail', linkResponse.link); // In production, redirect user to this URL to complete OAuth flow } ``` Open the link in a browser and authorize the Gmail connection. Once complete, the connected account status updates to `ACTIVE` and your agent can act on the user’s behalf. ### 4. Fetch emails via tool call [Section titled “4. Fetch emails via tool call”](#4-fetch-emails-via-tool-call) Pass the tool name and your inputs to Scalekit. It handles the request to Gmail and returns a structured response your agent can reason over directly: no endpoint URLs, auth headers, or response parsing required. * Python ```python response = actions.execute_tool( tool_name="gmail_fetch_mails", identifier="user_123", tool_input={ "query": "is:unread", "max_results": 5, }, ) print(response) ``` * Node.js ```typescript const toolResponse = await actions.executeTool({ toolName: 'gmail_fetch_mails', connectedAccountId: connectedAccount?.id, toolInput: { query: 'is:unread', max_results: 5, }, }); console.log('Recent emails:', toolResponse.data); ``` * Python ```sh pip install scalekit-sdk-python python-dotenv requests ``` * Node.js ```sh npm install @scalekit-sdk/node ``` * Python ```python import scalekit.client import os import requests from dotenv import load_dotenv load_dotenv() scalekit_client = scalekit.client.ScalekitClient( client_id=os.getenv("SCALEKIT_CLIENT_ID"), client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), env_url=os.getenv("SCALEKIT_ENV_URL"), ) actions = scalekit_client.actions connection_name = os.getenv("GMAIL_CONNECTION_NAME") # must match the Connection name in the dashboard exactly ``` * Node.js ```typescript import { ScalekitClient } from '@scalekit-sdk/node'; import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb'; import 'dotenv/config'; const scalekit = new ScalekitClient( process.env.SCALEKIT_ENV_URL, process.env.SCALEKIT_CLIENT_ID, process.env.SCALEKIT_CLIENT_SECRET ); const actions = scalekit.actions; const connectionName = process.env.GMAIL_CONNECTION_NAME!; // must match the Connection name in the dashboard exactly ``` * Python ```python # Create or retrieve the user's connected Gmail account response = actions.get_or_create_connected_account( connection_name=connection_name, identifier="user_123" # Replace with your system's unique user ID ) connected_account = response.connected_account print(f'Connected account created: {connected_account.id}') ``` * Node.js ```typescript // Create or retrieve the user's connected Gmail account const response = await actions.getOrCreateConnectedAccount({ connectionName, identifier: 'user_123', // Replace with your system's unique user ID }); const connectedAccount = response.connectedAccount; console.log('Connected account created:', connectedAccount?.id); ``` * Python ```python # Generate authorization link if user hasn't authorized or token is expired if(connected_account.status != "ACTIVE"): print(f"Gmail is not connected: {connected_account.status}") link_response = actions.get_authorization_link( connection_name=connection_name, identifier="user_123" ) print(f"🔗 click on the link to authorize Gmail", link_response.link) input(f"⎆ Press Enter after authorizing Gmail...") # In production, redirect user to this URL to complete OAuth flow ``` * Node.js ```typescript // Generate authorization link if user hasn't authorized or token is expired if (connectedAccount?.status !== ConnectorStatus.ACTIVE) { console.log('gmail is not connected:', connectedAccount?.status); const linkResponse = await actions.getAuthorizationLink({ connectionName, identifier: 'user_123', }); console.log('🔗 click on the link to authorize gmail', linkResponse.link); // In production, redirect user to this URL to complete OAuth flow } ``` * Python ```python response = actions.execute_tool( tool_name="gmail_fetch_mails", identifier="user_123", tool_input={ "query": "is:unread", "max_results": 5, }, ) print(response) ``` * Node.js ```typescript const toolResponse = await actions.executeTool({ toolName: 'gmail_fetch_mails', connectedAccountId: connectedAccount?.id, toolInput: { query: 'is:unread', max_results: 5, }, }); console.log('Recent emails:', toolResponse.data); ``` ## Verify it works [Section titled “Verify it works”](#verify-it-works) Run your agent and confirm: * The connected account status is `ACTIVE` after the user completes the Gmail OAuth flow. * The tool response contains structured email data (subject, sender, snippet, and timestamp) ready for your agent to process. If the connected account stays in a `non-ACTIVE` state, the user has not completed the OAuth flow. Regenerate the authorization link and try again. ## Next steps [Section titled “Next steps”](#next-steps) * [Secure user verification](/agentkit/user-verification/): Confirm the OAuth identity matches your logged-in user before activating a connected account. Required for production. * [Connected accounts](/agentkit/connected-accounts/): Manage user connections across multiple providers. * [Tool calling](/agentkit/tools/scalekit-optimized-tools/): Use Scalekit’s optimized tools to call APIs without managing endpoints yourself. --- # DOCUMENT BOUNDARY --- # SaaSKit: Add auth to my app > SaaSKit — Hosted auth pages, managed sessions, secure logout. Purpose built. Simple where it counts You’ll implement sign-up, login, and logout flows with secure session management and user management included. The foundation you build here extends to features like workspaces, enterprise SSO, MCP authentication, and SCIM provisioning. See Demo [Play](https://youtube.com/watch?v=098_9blgM90) See the integration in action [Play](https://youtube.com/watch?v=Gnz8FYhHKI8) Review the authentication sequence Scalekit handles the complex authentication flow while you focus on your core product: ![Full-Stack Authentication Flow](/.netlify/images?url=_astro%2Fnew-1.BmdCP8EN.png\&w=4096\&h=4584\&dpl=6a3b904fcb23b100084833a2) 1. **User initiates sign-in** - Your app redirects to Scalekit’s hosted auth page 2. **Identity verification** - User authenticates via their preferred method 3. **Secure callback** - Scalekit returns user profile and session tokens 4. **Session creation** - Your app establishes a secure user session 5. **Protected access** - User accesses your application’s features ### Build with a coding agent * Global install (recommended) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` * npx (one-off) Terminal ```bash npx @scalekit-inc/cli setup ``` *** 1. ## Set up Scalekit [Section titled “Set up Scalekit”](#set-up-scalekit) Use the following instructions to install the SDK for your technology stack. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` If you haven’t already, add your Scalekit credentials to your environment variables file: .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` ### Register redirect URLs for your app [Section titled “Register redirect URLs for your app”](#register-redirect-urls-for-your-app) You need to register redirect URLs for your application. Go to **Scalekit dashboard** → **Authentication** → **Redirect URLs** and configure: * **Allowed callback URLs**: The endpoint where users are sent after successful authentication to exchange authorization codes and retrieve profile information. [Learn more](/guides/dashboard/redirects/#allowed-callback-urls) * **Initiate login URL**: The endpoint in your app that redirects users to Scalekit’s `/authorize` endpoint. Required when authentication is not initiated from your app, for example, when a user accepts an organization invitation or starts sign-in directly from their identity provider (IdP-initiated SSO). [Learn more](/guides/dashboard/redirects/#initiate-login-url) 2. ## Redirect users to sign up (or) login [Section titled “Redirect users to sign up (or) login”](#redirect-users-to-sign-up-or-login) An authorization URL is an endpoint that redirects users to Scalekit’s sign-in page. Use the Scalekit SDK to construct this URL with your redirect URI and required scopes. * Node.js routes/auth.ts ```javascript 1 // Must match the allowed callback URL you registered in the dashboard 2 const redirectUri = 'http://localhost:3000/auth/callback'; 3 4 // Request user profile data (openid, profile, email) and session tracking (offline_access) 5 // offline_access enables refresh tokens so users can stay logged in across sessions 6 const options = { 7 scopes: ['openid', 'profile', 'email', 'offline_access'] 8 }; 9 10 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options); 11 // Generated URL will look like: 12 // https:///oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile%20email%20offline_access&redirect_uri=https%3A%2F%2Fyourapp.com%2Fauth%2Fcallback 13 14 res.redirect(authorizationUrl); ``` * Python app/auth/routes.py ```python 1 from scalekit import AuthorizationUrlOptions 2 3 # Must match the allowed callback URL you registered in the dashboard 4 redirect_uri = 'http://localhost:3000/auth/callback' 5 6 # Request user profile data (openid, profile, email) and session tracking (offline_access) 7 # offline_access enables refresh tokens so users can stay logged in across sessions 8 options = AuthorizationUrlOptions() 9 options.scopes = ['openid', 'profile', 'email', 'offline_access'] 10 11 12 authorization_url = scalekit.get_authorization_url(redirect_uri, options) 13 # Generated URL will look like: 14 # https:///oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile%20email%20offline_access&redirect_uri=https%3A%2F%2Fyourapp.com%2Fcallback 15 16 return redirect(authorization_url) ``` * Go internal/http/auth.go ```go 1 // Must match the allowed callback URL you registered in the dashboard 2 redirectUri := "http://localhost:3000/auth/callback" 3 4 // Request user profile data (openid, profile, email) and session tracking (offline_access) 5 // offline_access enables refresh tokens so users can stay logged in across sessions 6 options := scalekit.AuthorizationUrlOptions{ 7 Scopes: []string{"openid", "profile", "email", "offline_access"} 8 } 9 10 authorizationUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options) 11 // Generated URL will look like: 12 // https:///oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile%20email%20offline_access&redirect_uri=https%3A%2F%2Fyourapp.com%2Fcallback 13 if err != nil { 14 // Handle error based on your application's error handling strategy 15 panic(err) 16 } 17 18 c.Redirect(http.StatusFound, authorizationUrl.String()) ``` * Java AuthController.java ```java 1 import com.scalekit.internal.http.AuthorizationUrlOptions; 2 import java.net.URL; 3 import java.util.Arrays; 4 5 // Must match the allowed callback URL you registered in the dashboard 6 String redirectUri = "http://localhost:3000/auth/callback"; 7 8 // Request user profile data (openid, profile, email) and session tracking (offline_access) 9 // offline_access enables refresh tokens so users can stay logged in across sessions 10 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 11 options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access")); 12 13 URL authorizationUrl = scalekit.authentication().getAuthorizationUrl(redirectUri, options); 14 // Generated URL will look like: 15 // https:///oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile%20email%20offline_access&redirect_uri=https%3A%2F%2Fyourapp.com%2Fcallback ``` This redirects users to Scalekit’s managed sign-in page where they can authenticate. The page includes default authentication methods for users to toggle between sign in and sign up. Match your redirect URLs exactly Ensure the redirect URL in your code matches what you configured in the Scalekit dashboard, including protocol (`https://`), domain, port, and path. 3. ## Get user details from the callback [Section titled “Get user details from the callback”](#get-user-details-from-the-callback) After successful authentication, Scalekit creates a user record and sends the user information to your callback endpoint. In authentication flow, Scalekit redirects to your callback URL with an authorization code. Your application exchanges this code for the user’s profile information and session tokens. * Node.js routes/auth-callback.ts ```javascript 1 import scalekit from '@/utils/auth.js' 2 const redirectUri = ''; 3 4 // Get the authorization code from the scalekit initiated callback 5 app.get('/auth/callback', async (req, res) => { 6 collapsed lines 6 const { code, error, error_description } = req.query; 7 8 if (error) { 9 return res.status(401).json({ error, error_description }); 10 } 11 12 try { 13 // Exchange the authorization code for user profile and session tokens 14 // Returns: user (profile info), idToken (JWT with user claims), accessToken (JWT with roles/permissions), refreshToken 15 const authResult = await scalekit.authenticateWithCode( 16 code, redirectUri 17 ); 18 8 collapsed lines 19 const { user, idToken, accessToken, refreshToken } = authResult; 20 // idToken: Decode to access full user profile (sub, oid, email, name) 21 // accessToken: Contains roles and permissions for authorization decisions 22 // refreshToken: Use to obtain new access tokens when they expire 23 24 // "user" object contains the user's profile information 25 // Next step: Create a session and log in the user 26 res.redirect('/dashboard/profile'); 27 } catch (err) { 28 console.error('Error exchanging code:', err); 29 res.status(500).json({ error: 'Failed to authenticate user' }); 30 } 31 }); ``` * Python app/auth/callback.py ```python 6 collapsed lines 1 from flask import Flask, request, redirect, jsonify 2 from scalekit import ScalekitClient, CodeAuthenticationOptions 3 4 app = Flask(__name__) 5 # scalekit imported from your auth utils 6 7 redirect_uri = 'http://localhost:3000/auth/callback' 8 9 @app.route('/auth/callback') 10 def callback(): 11 code = request.args.get('code') 12 error = request.args.get('error') 13 error_description = request.args.get('error_description') 14 15 if error: 16 return jsonify({'error': error, 'error_description': error_description}), 401 17 18 try: 19 # Exchange the authorization code for user profile and session tokens 20 # Returns: user (profile info), id_token (JWT with user claims), access_token (JWT with roles/permissions), refresh_token 21 options = CodeAuthenticationOptions() 22 auth_result = scalekit.authenticate_with_code( 23 code, redirect_uri, options 24 ) 25 26 user = auth_result["user"] 27 # id_token: Decode to access full user profile (sub, oid, email, name) 28 # access_token: Contains roles and permissions for authorization decisions 4 collapsed lines 29 # refresh_token: Use to obtain new access tokens when they expire 30 31 # "user" object contains the user's profile information 32 # Next step: Create a session and log in the user 33 return redirect('/dashboard/profile') 34 except Exception as err: 35 print(f'Error exchanging code: {err}') 36 return jsonify({'error': 'Failed to authenticate user'}), 500 ``` * Go internal/http/auth\_callback.go ```go 17 collapsed lines 1 package main 2 3 import ( 4 "log" 5 "net/http" 6 "os" 7 "github.com/gin-gonic/gin" 8 "github.com/scalekit-inc/scalekit-sdk-go" 9 ) 10 11 // Create Scalekit client instance 12 var scalekitClient = scalekit.NewScalekitClient( 13 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 14 os.Getenv("SCALEKIT_CLIENT_ID"), 15 os.Getenv("SCALEKIT_CLIENT_SECRET"), 16 ) 17 18 const redirectUri = "http://localhost:3000/auth/callback" 19 20 func callbackHandler(c *gin.Context) { 21 code := c.Query("code") 22 errorParam := c.Query("error") 23 errorDescription := c.Query("error_description") 9 collapsed lines 24 25 if errorParam != "" { 26 c.JSON(http.StatusUnauthorized, gin.H{ 27 "error": errorParam, 28 "error_description": errorDescription, 29 }) 30 return 31 } 32 33 // Exchange the authorization code for user profile and session tokens 34 // Returns: User (profile info), IdToken (JWT with user claims), AccessToken (JWT with roles/permissions), RefreshToken 35 options := scalekit.AuthenticationOptions{} 36 authResult, err := scalekitClient.AuthenticateWithCode( 37 c.Request.Context(), code, redirectUri, options, 9 collapsed lines 38 ) 39 40 if err != nil { 41 log.Printf("Error exchanging code: %v", err) 42 c.JSON(http.StatusInternalServerError, gin.H{ 43 "error": "Failed to authenticate user", 44 }) 45 return 46 } 47 48 user := authResult.User 49 // IdToken: Decode to access full user profile (sub, oid, email, name) 50 // AccessToken: Contains roles and permissions for authorization decisions 51 // RefreshToken: Use to obtain new access tokens when they expire 52 53 // "user" object contains the user's profile information 54 // Next step: Create a session and log in the user 55 c.Redirect(http.StatusFound, "/dashboard/profile") 56 } ``` * Java CallbackController.java ```java 10 collapsed lines 1 import com.scalekit.ScalekitClient; 2 import com.scalekit.internal.http.AuthenticationOptions; 3 import com.scalekit.internal.http.AuthenticationResponse; 4 import org.springframework.web.bind.annotation.*; 5 import org.springframework.web.servlet.view.RedirectView; 6 import org.springframework.http.ResponseEntity; 7 import org.springframework.http.HttpStatus; 8 import java.util.HashMap; 9 import java.util.Map; 10 11 @RestController 12 public class CallbackController { 13 14 private final String redirectUri = "http://localhost:3000/auth/callback"; 15 16 @GetMapping("/auth/callback") 17 public Object callback( 18 @RequestParam(required = false) String code, 19 @RequestParam(required = false) String error, 20 @RequestParam(name = "error_description", required = false) String errorDescription 21 ) { 4 collapsed lines 22 if (error != null) { 23 // handle error 24 } 25 26 try { 27 // Exchange the authorization code for user profile and session tokens 28 // Returns: user (profile info), idToken (JWT with user claims), accessToken (JWT with roles/permissions), refreshToken 29 AuthenticationOptions options = new AuthenticationOptions(); 30 AuthenticationResponse authResult = scalekit 31 .authentication() 32 .authenticateWithCode(code,redirectUri,options); 33 34 var user = authResult.getIdTokenClaims(); 35 // idToken: Decode to access full user profile (sub, oid, email, name) 36 // accessToken: Contains roles and permissions for authorization decisions 37 // refreshToken: Use to obtain new access tokens when they expire 38 39 // "user" object contains the user's profile information 8 collapsed lines 40 // Next step: Create a session and log in the user 41 return new RedirectView("/dashboard/profile"); 42 43 } catch (Exception err) { 44 // Handle exception (e.g., log error, return error response) 45 } 46 } 47 } ``` The `authResult` object contains: * `user` - Common user details with email, name, and verification status * `idToken` - JWT containing verified full user identity claims (includes: `sub` user ID, `oid` organization ID, `email`, `name`, `exp` expiration) * `accessToken` - Short-lived token that determines current access context (includes: `sub` user ID, `oid` organization ID, `roles`, `permissions`, `exp` expiration) * `refreshToken` - Long-lived token to obtain new access tokens - Auth result ```js 1 { 2 user: { 3 email: "john.doe@example.com", 4 emailVerified: true, 5 givenName: "John", 6 name: "John Doe", 7 id: "usr_74599896446906854" 8 }, 9 idToken: "eyJhbGciO..", // Decode for full user details 10 11 accessToken: "eyJhbGciOi..", 12 refreshToken: "rt_8f7d6e5c4b3a2d1e0f9g8h7i6j..", 13 expiresIn: 299 // in seconds 14 } ``` - Decoded ID token ID token decoded ```json 1 { 2 "at_hash": "ec_jU2ZKpFelCKLTRWiRsg", 3 "aud": [ 4 "skc_58327482062864390" 5 ], 6 "azp": "skc_58327482062864390", 7 "c_hash": "6wMreK9kWQQY6O5R0CiiYg", 8 "client_id": "skc_58327482062864390", 9 "email": "john.doe@example.com", 10 "email_verified": true, 11 "exp": 1742975822, 12 "family_name": "Doe", 13 "given_name": "John", 14 "iat": 1742974022, 15 "iss": "https://scalekit-z44iroqaaada-dev.scalekit.cloud", 16 "name": "John Doe", 17 "oid": "org_59615193906282635", 18 "sid": "ses_65274187031249433", 19 "sub": "usr_63261014140912135" 20 } ``` - Decoded access token Decoded access token ```json 1 { 2 "aud": [ 3 "prd_skc_7848964512134X699" 4 ], 5 "client_id": "prd_skc_7848964512134X699", 6 "exp": 1758265247, 7 "iat": 1758264947, 8 "iss": "https://login.devramp.ai", 9 "jti": "tkn_90928731115292X63", 10 "nbf": 1758264947, 11 "oid": "org_89678001X21929734", 12 "permissions": [ 13 "workspace_data:write", 14 "workspace_data:read" 15 ], 16 "roles": [ 17 "admin" 18 ], 19 "sid": "ses_90928729571723X24", 20 "sub": "usr_8967800122X995270", 21 // External identifiers if updated on Scalekit 22 "xoid": "ext_org_123", // Organization ID 23 "xuid": "ext_usr_456", // User ID 24 } ``` The user details are packaged in the form of JWT tokens. Decode the `idToken` to access full user profile information (email, name, organization ID) and the `accessToken` to check user roles and permissions for authorization decisions. See [Complete login with code exchange](/authenticate/fsa/complete-login/) for detailed token claim references and verification instructions. 4. ## Create and manage user sessions [Section titled “Create and manage user sessions”](#create-and-manage-user-sessions) The access token is a JWT that contains the user’s permissions and roles. It expires in 5 minutes (default) but [can be configured](/authenticate/fsa/manage-session/#configure-session-security-and-duration). When it expires, use the refresh token to obtain a new access token. The refresh token is long-lived and designed for this purpose. The Scalekit SDK provides methods to refresh access tokens automatically. However, you must log the user out when the refresh token itself expires or becomes invalid. * Node.js ```javascript 4 collapsed lines 1 import cookieParser from 'cookie-parser'; 2 // Set cookie parser middleware 3 app.use(cookieParser()); 4 5 // Store access token in HttpOnly cookie with Path scoping to API routes 6 res.cookie('accessToken', authResult.accessToken, { 7 maxAge: (authResult.expiresIn - 60) * 1000, 8 httpOnly: true, 9 secure: true, 10 path: '/api', 11 sameSite: 'strict' 12 }); 13 14 // Store refresh token in separate HttpOnly cookie with Path scoped to refresh endpoint 15 res.cookie('refreshToken', authResult.refreshToken, { 16 httpOnly: true, 17 secure: true, 18 path: '/auth/refresh', 19 sameSite: 'strict' 20 }); ``` * Python ```python 10 collapsed lines 1 from flask import Flask, make_response 2 import os 3 4 # Cookie parsing is built-in with Flask's request object 5 app = Flask(__name__) 6 7 response = make_response() 8 9 # Store access token in HttpOnly cookie with Path scoping to API routes 10 response.set_cookie( 11 'accessToken', 12 auth_result.access_token, 13 max_age=auth_result.expires_in - 60, # seconds in Flask 14 httponly=True, 15 secure=True, 16 path='/api', 17 samesite='Strict' 18 ) 19 20 # Store refresh token in separate HttpOnly cookie with Path scoped to refresh endpoint 21 response.set_cookie( 22 'refreshToken', 23 auth_result.refresh_token, 24 httponly=True, 25 secure=True, 26 path='/auth/refresh', 27 samesite='Strict' 28 ) ``` * Go ```go 8 collapsed lines 1 import ( 2 "net/http" 3 "os" 4 ) 5 6 // Set SameSite mode for CSRF protection 7 c.SetSameSite(http.SameSiteStrictMode) 8 9 // Store access token in HttpOnly cookie with Path scoping to API routes 10 c.SetCookie( 11 "accessToken", 12 authResult.AccessToken, 13 authResult.ExpiresIn-60, // seconds in Gin 14 "/api", 15 "", 16 os.Getenv("GIN_MODE") == "release", 17 true, 18 ) 19 20 // Store refresh token in separate HttpOnly cookie with Path scoped to refresh endpoint 21 c.SetCookie( 22 "refreshToken", 23 authResult.RefreshToken, 24 0, // No expiry for refresh token cookie 25 "/auth/refresh", 26 "", 27 os.Getenv("GIN_MODE") == "release", 28 true, 29 ) ``` * Java ```java 6 collapsed lines 1 import javax.servlet.http.Cookie; 2 import javax.servlet.http.HttpServletResponse; 3 4 // Store access token in HttpOnly cookie with Path scoping to API routes 5 Cookie accessTokenCookie = new Cookie("accessToken", authResult.getAccessToken()); 6 accessTokenCookie.setMaxAge(authResult.getExpiresIn() - 60); // seconds in Spring 7 accessTokenCookie.setHttpOnly(true); 8 accessTokenCookie.setSecure(true); 9 accessTokenCookie.setPath("/api"); 10 response.addCookie(accessTokenCookie); 11 12 // Store refresh token in separate HttpOnly cookie with Path scoped to refresh endpoint 13 Cookie refreshTokenCookie = new Cookie("refreshToken", authResult.getRefreshToken()); 14 refreshTokenCookie.setHttpOnly(true); 15 refreshTokenCookie.setSecure(true); 16 refreshTokenCookie.setPath("/auth/refresh"); 17 response.addCookie(refreshTokenCookie); 18 response.setHeader("Set-Cookie", 19 response.getHeader("Set-Cookie") + "; SameSite=Strict"); ``` This sets browser cookies with the session tokens. Every request to your backend needs to verify the `accessToken` to ensure the user is authenticated. If expired, use the `refreshToken` to get a new access token. * Node.js ```javascript 1 // Middleware to verify and refresh tokens if needed 2 const verifyToken = async (req, res, next) => { 3 try { 4 // Get access token from cookie and decrypt it 5 const accessToken = req.cookies.accessToken; 6 const decryptedAccessToken = decrypt(accessToken); 7 4 collapsed lines 8 if (!accessToken) { 9 return res.status(401).json({ message: 'No access token provided' }); 10 } 11 12 // Use Scalekit SDK to validate the token 13 const isValid = await scalekit.validateAccessToken(decryptedAccessToken); 14 15 if (!isValid) { 16 // Use stored refreshToken to get a new access token 17 const { 18 user, 19 idToken, 20 accessToken, 21 refreshToken: newRefreshToken, 22 } = await scalekit.refreshAccessToken(refreshToken); 23 24 // Store the new refresh token 25 // Update the cookie with the new access token 12 collapsed lines 26 } 27 next(); 28 }; 29 30 // Example of using the middleware to protect routes 31 app.get('/dashboard', verifyToken, (req, res) => { 32 // The user object is now available in req.user 33 res.json({ 34 message: 'This is a protected route', 35 user: req.user 36 }); 37 }); ``` * Python ```python 3 collapsed lines 1 from functools import wraps 2 from flask import request, jsonify, make_response 3 4 def verify_token(f): 5 """Decorator to verify and refresh tokens if needed""" 6 @wraps(f) 7 def decorated_function(*args, **kwargs): 8 try: 9 # Get access token from cookie 10 access_token = request.cookies.get('accessToken') 4 collapsed lines 11 12 if not access_token: 13 return jsonify({'message': 'No access token provided'}), 401 14 15 # Decrypt the accessToken using the same encryption algorithm 16 decrypted_access_token = decrypt(access_token) 17 18 # Use Scalekit SDK to validate the token 19 is_valid = scalekit.validate_access_token(decrypted_access_token) 20 21 if not is_valid: 6 collapsed lines 22 # Get stored refresh token 23 refresh_token = get_stored_refresh_token() 24 25 if not refresh_token: 26 return jsonify({'message': 'No refresh token available'}), 401 27 28 # Use stored refreshToken to get a new access token 29 token_response = scalekit.refresh_access_token(refresh_token) 30 31 # Python SDK returns dict with access_token and refresh_token 32 new_access_token = token_response.get('access_token') 33 new_refresh_token = token_response.get('refresh_token') 34 35 # Store the new refresh token 36 store_refresh_token(new_refresh_token) 37 38 # Update the cookie with the new access token 39 encrypted_new_access_token = encrypt(new_access_token) 40 response = make_response(f(*args, **kwargs)) 41 response.set_cookie( 42 'accessToken', 43 encrypted_new_access_token, 44 httponly=True, 45 secure=True, 46 path='/', 47 samesite='Strict' 48 ) 49 50 return response 17 collapsed lines 51 52 # If the token was valid we just invoke the view as-is 53 return f(*args, **kwargs) 54 55 except Exception as e: 56 return jsonify({'message': f'Token verification failed: {str(e)}'}), 401 57 58 return decorated_function 59 60 # Example of using the decorator to protect routes 61 @app.route('/dashboard') 62 @verify_token 63 def dashboard(): 64 return jsonify({ 65 'message': 'This is a protected route', 66 'user': getattr(request, 'user', None) 67 }) ``` * Go ```go 5 collapsed lines 1 import ( 2 "context" 3 "net/http" 4 ) 5 6 // verifyToken is a middleware that ensures a valid access token or refreshes it if expired. 7 func verifyToken(next http.HandlerFunc) http.HandlerFunc { 8 return func(w http.ResponseWriter, r *http.Request) { 9 // Retrieve the access token from the user's cookie 10 cookie, err := r.Cookie("accessToken") 4 collapsed lines 11 if err != nil { 12 // No access token cookie found; reject the request 13 http.Error(w, `{"message": "No access token provided"}`, http.StatusUnauthorized) 14 return 15 } 16 17 accessToken := cookie.Value 18 19 // Decrypt the access token before validation 20 decryptedAccessToken, err := decrypt(accessToken) 5 collapsed lines 21 if err != nil { 22 // Could not decrypt access token; treat as invalid 23 http.Error(w, `{"message": "Token decryption failed"}`, http.StatusUnauthorized) 24 return 25 } 26 27 // Validate the access token using the Scalekit SDK 28 isValid, err := scalekitClient.ValidateAccessToken(r.Context(), decryptedAccessToken) 29 if err != nil || !isValid { 30 // Access token is invalid or expired 31 32 // Attempt to retrieve the stored refresh token 33 refreshToken, err := getStoredRefreshToken(r) 5 collapsed lines 34 if err != nil { 35 // No refresh token is available; cannot continue 36 http.Error(w, `{"message": "No refresh token available"}`, http.StatusUnauthorized) 37 return 38 } 39 40 // Use the refresh token to obtain a new access token from Scalekit 41 tokenResponse, err := scalekitClient.RefreshAccessToken(r.Context(), refreshToken) 5 collapsed lines 42 if err != nil { 43 // Refresh attempt failed; likely an expired or invalid refresh token 44 http.Error(w, `{"message": "Token refresh failed"}`, http.StatusUnauthorized) 45 return 46 } 47 48 // Save the new refresh token so it can be reused for future requests 49 err = storeRefreshToken(tokenResponse.RefreshToken) 5 collapsed lines 50 if err != nil { 51 // Could not store the new refresh token 52 http.Error(w, `{"message": "Failed to store refresh token"}`, http.StatusInternalServerError) 53 return 54 } 55 56 // Encrypt the new access token before setting it in the cookie 57 encryptedNewAccessToken, err := encrypt(tokenResponse.AccessToken) 5 collapsed lines 58 if err != nil { 59 // Could not encrypt new access token 60 http.Error(w, `{"message": "Token encryption failed"}`, http.StatusInternalServerError) 61 return 62 } 63 64 // Issue a new accessToken cookie with updated credentials 31 collapsed lines 65 newCookie := &http.Cookie{ 66 Name: "accessToken", 67 Value: encryptedNewAccessToken, 68 HttpOnly: true, 69 Secure: true, 70 Path: "/", 71 SameSite: http.SameSiteStrictMode, 72 } 73 http.SetCookie(w, newCookie) 74 75 // Mark the token as valid in the request context and proceed 76 r = r.WithContext(context.WithValue(r.Context(), "tokenValid", true)) 77 } else { 78 // The access token is valid; continue with marked context 79 r = r.WithContext(context.WithValue(r.Context(), "tokenValid", true)) 80 } 81 82 // Pass the request along to the next handler in the chain 83 next(w, r) 84 } 85 } 86 87 // dashboardHandler demonstrates a protected route that requires authentication. 88 func dashboardHandler(w http.ResponseWriter, r *http.Request) { 89 w.Header().Set("Content-Type", "application/json") 90 w.Write([]byte(`{ 91 "message": "This is a protected route", 92 "tokenValid": true 93 }`)) 94 } 95 96 // Usage example: 97 // Attach middleware to the /dashboard route: 98 // http.HandleFunc("/dashboard", verifyToken(dashboardHandler)) ``` * Java ```java 6 collapsed lines 1 import javax.servlet.http.HttpServletRequest; 2 import javax.servlet.http.HttpServletResponse; 3 import javax.servlet.http.Cookie; 4 import org.springframework.web.servlet.HandlerInterceptor; 5 6 @Component 7 public class TokenVerificationInterceptor implements HandlerInterceptor { 8 @Override 9 public boolean preHandle( 10 HttpServletRequest request, 11 HttpServletResponse response, 12 Object handler 13 ) throws Exception { 14 try { 15 // Get access token from cookie 16 String accessToken = getCookieValue(request, "accessToken"); 17 String refreshToken = getCookieValue(request, "refreshToken"); 18 19 // Decrypt the tokens 20 String decryptedAccessToken = decrypt(accessToken); 21 String decryptedRefreshToken = decrypt(refreshToken); 22 23 // Use Scalekit SDK to validate the token 24 boolean isValid = scalekit.authentication().validateAccessToken(decryptedAccessToken); 25 26 27 // Use refreshToken to get a new access token 28 AuthenticationResponse tokenResponse = scalekit 29 .authentication() 30 .refreshToken(decryptedRefreshToken); 31 32 // Update the cookie with the new access token and refresh token 33 String encryptedNewAccessToken = encrypt(tokenResponse.getAccessToken()); 34 String encryptedNewRefreshToken = encrypt(tokenResponse.getRefreshToken()); 35 36 Cookie accessTokenCookie = new Cookie("accessToken", encryptedNewAccessToken); 37 accessTokenCookie.setHttpOnly(true); 38 accessTokenCookie.setSecure(true); 39 accessTokenCookie.setPath("/"); 40 response.addCookie(accessTokenCookie); 41 42 Cookie refreshTokenCookie = new Cookie("refreshToken", encryptedNewRefreshToken); 43 refreshTokenCookie.setHttpOnly(true); 44 refreshTokenCookie.setSecure(true); 45 refreshTokenCookie.setPath("/"); 46 response.addCookie(refreshTokenCookie); 47 48 return true; 49 } catch (Exception e) { 50 // handle exception 51 } 52 } 13 collapsed lines 53 54 private String getCookieValue(HttpServletRequest request, String cookieName) { 55 Cookie[] cookies = request.getCookies(); 56 if (cookies != null) { 57 for (Cookie cookie : cookies) { 58 if (cookieName.equals(cookie.getName())) { 59 return cookie.getValue(); 60 } 61 } 62 } 63 return null; 64 } 65 } ``` Authenticated users can access your dashboard. The app enforces session policies using session tokens. To change session policies, go to Dashboard > Authentication > Session Policy in the Scalekit dashboard. 5. ## Log out the user [Section titled “Log out the user”](#log-out-the-user) Session persistence depends on the session policy configured in the Scalekit dashboard. To log out a user, clear local session data and invalidate the user’s session in Scalekit. * Node.js ```javascript 1 app.get('/logout', (req, res) => { 2 // Clear all session data including cookies and local storage 3 clearSessionData(); 4 5 const logoutUrl = scalekit.getLogoutUrl( 6 idTokenHint, // ID token to invalidate 7 postLogoutRedirectUri // URL that scalekit redirects after session invalidation 8 ); 9 10 // Redirect the user to the Scalekit logout endpoint to begin invalidating the session. 11 res.redirect(logoutUrl); // This URL can only be used once and expires after logout. 12 }); ``` * Python ```python 5 collapsed lines 1 from flask import Flask, redirect 2 from scalekit.common.scalekit import LogoutUrlOptions 3 4 app = Flask(__name__) 5 6 @app.route('/logout') 7 def logout(): 8 # Clear all session data including cookies and local storage 9 clear_session_data() 10 11 # Generate Scalekit logout URL 12 options = LogoutUrlOptions( 13 id_token_hint=id_token, 14 post_logout_redirect_uri=post_logout_redirect_uri 15 ) 16 logout_url = scalekit.get_logout_url(options) 17 18 # Redirect to Scalekit's logout endpoint 19 # Note: This is a one-time use URL that becomes invalid after use 20 return redirect(logout_url) ``` * Go ```go 8 collapsed lines 1 package main 2 3 import ( 4 "net/http" 5 "github.com/gin-gonic/gin" 6 "github.com/scalekit-inc/scalekit-sdk-go" 7 ) 8 9 func logoutHandler(c *gin.Context) { 10 // Clear all session data including cookies and local storage 11 clearSessionData() 12 13 // Generate Scalekit logout URL 14 options := scalekit.LogoutUrlOptions{ 15 IdTokenHint: idToken, 16 PostLogoutRedirectUri: postLogoutRedirectUri, 17 } 18 logoutUrl, err := scalekitClient.GetLogoutUrl(options) 19 if err != nil { 20 c.JSON(http.StatusInternalServerError, gin.H{ 21 "error": "Failed to generate logout URL", 22 }) 23 return 24 } 25 26 // Redirect to Scalekit's logout endpoint 27 // Note: This is a one-time use URL that becomes invalid after use 28 c.Redirect(http.StatusFound, logoutUrl.String()) 29 } ``` * Java ```java 5 collapsed lines 1 import com.scalekit.internal.http.LogoutUrlOptions; 2 import org.springframework.web.bind.annotation.*; 3 import org.springframework.web.servlet.view.RedirectView; 4 import java.net.URL; 5 6 @RestController 7 public class LogoutController { 8 9 @GetMapping("/logout") 10 public RedirectView logout() { 11 12 clearSessionData(); 13 14 15 LogoutUrlOptions options = new LogoutUrlOptions(); 16 options.setIdTokenHint(idToken); 17 options.setPostLogoutRedirectUri(postLogoutRedirectUri); 18 19 URL logoutUrl = scalekit.authentication() 20 .getLogoutUrl(options); 21 22 23 // Note: This is a one-time use URL that becomes invalid after use 24 return new RedirectView(logoutUrl.toString()); 25 } 26 } ``` The logout process completes when Scalekit invalidates the user’s session and redirects them to your [registered post-logout URL](/guides/dashboard/redirects/#post-logout-url). This single integration unlocks multiple authentication methods, including Magic Link & OTP, social sign-ins, enterprise single sign-on (SSO), and robust user management features. As you continue working with Scalekit, you’ll discover even more features that enhance your authentication workflows. --- # DOCUMENT BOUNDARY --- # Add OAuth 2.1 authorization to MCP servers > Secure your Model Context Protocol (MCP) servers with Scalekit's drop-in OAuth 2.1 authorization solution and protect your AI integrations This guide shows you how to add production-ready OAuth 2.1 authorization to your Model Context Protocol (MCP) server using Scalekit. You’ll learn how to secure your MCP server so that only authenticated and authorized users can access your tools through AI hosts like Claude Desktop, Cursor, or VS Code. ### Build with a coding agent * Global install (recommended) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` * npx (one-off) Terminal ```bash npx @scalekit-inc/cli setup ``` See the integration in action [Play](https://youtube.com/watch?v=-gFAWf5aSLw) MCP servers expose tools that AI hosts can discover and execute to interact with your resources. For example: * A sales team member could use Claude Desktop to view customer information, update records, or set follow-up reminders * A developer could use VS Code or Cursor with a GitHub MCP server to perform everyday GitHub actions through chat * An autonomous agent could use an MCP server to perform actions such as look up the account details in a CRM system When you build MCP servers, multiple AI hosts may need to discover and use your server to interact with your resources. Scalekit handles the complex authentication and authorization for you, so you can focus on building better tools and improving functionality. Using FastMCP? If you’re using FastMCP, you can use Scalekit plugin and add auth to your MCP Server in just 5 lines of code. Please follow the [integration guide](/authenticate/mcp/fastmcp-quickstart). 1. ## Get Scalekit SDK [Section titled “Get Scalekit SDK”](#get-scalekit-sdk) To get started, make sure you have your Scalekit account and API credentials ready. If you haven’t created a Scalekit account yet, you can [sign up and get a free account](https://app.scalekit.com/ws/signup). Next, install the Scalekit SDK for your language: * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` Use the Scalekit dashboard to register your MCP server and configure MCP hosts (or AI agents following the MCP client protocol) to use Scalekit as the authorization server. The Scalekit SDK validates tokens after users have been authenticated and authorized to access your MCP server. 2. ## Add MCP server to get drop-in OAuth2.1 authorization server [Section titled “Add MCP server to get drop-in OAuth2.1 authorization server”](#add-mcp-server-to-get-drop-in-oauth21-authorization-server) In the Scalekit dashboard, go to **MCP servers** and select **Add MCP server**. ![Add MCP server](/.netlify/images?url=_astro%2Fmcp-create.wpqhshLD.png\&w=1068\&h=864\&dpl=6a3b904fcb23b100084833a2) 1. Provide a **name** for your MCP server to help you identify it easily. This name appears on the Consent page that MCP hosts display to users when authorizing access to your MCP server. 2. Enable **dynamic client registration** for MCP hosts. This allows MCP hosts to automatically register with Scalekit (and your authorization server), eliminating the need for manual registration and making it easier for users to adopt your MCP server secur. 3. Enable **Client ID Metadata Document (CIMD)** to allow your authorization server to fetch client metadata from MCP hosts and authorize them automatically. 4. Click **Save** to register the server. Note: If your MCP server is intended for use by public MCP clients such as Claude, Cursor, or VS Code, it is recommended to keep both DCR and CIMD enabled. Clients that support CIMD will use the CIMD flow, while clients that do not yet support CIMD can fall back to Dynamic Client Registration. This ensures your MCP server remains compatible with the widest range of MCP clients while preserving a smooth authorization experience. Toggling DCR or CIMD? If you enable or disable DCR or CIMD, be sure to restart your MCP server. Certain MCP frameworks, like FastMCP, cache authorization server details, and a restart ensures the updated configuration is correctly applied. Advanced settings * **Server URL**: Your MCP server’s unique identifier, typically your server’s URL (e.g., `https://mcp.yourapp.com`). This is an optional field. If not provided, Scalekit will use the generated resource\_id as the resource identifier. If provided, access tokens minted by Scalekit will have the resource identifier as `aud` claim along with the Scalekit generated resource\_id. * **Access token lifetime**: Recommended 300-3600 seconds (5 minutes to 1 hour) * **Scopes**: Define the permissions your MCP server needs, such as `todo:read` or `todo:write`. These scopes are pre-approved when users authenticate to use your MCP server, streamlining the authorization process. 3. ## Let MCP clients discover your OAuth2.1 authorization server [Section titled “Let MCP clients discover your OAuth2.1 authorization server”](#let-mcp-clients-discover-your-oauth21-authorization-server) MCP protocol directs any MCP client to discover your OAuth2.1 authorization server by calling a public endpoint on your MCP server. This endpoint is called `.well-known/oauth-protected-resource` and your MCP server must host this endpoint. ![MCP server setup](/.netlify/images?url=_astro%2Fmcp-metadata.BIWBrsCY.png\&w=1126\&h=1326\&dpl=6a3b904fcb23b100084833a2) Copy the resource metadata JSON from **Dashboard > MCP Servers > Your server > Metadata JSON** and implement it in your `.well-known/oauth-protected-resource` endpoint. The `authorization_servers` field contains your Scalekit resource identifier, which clients use to initiate the OAuth flow. * Node.js ```javascript // MCP client discovery endpoint // Use case: Allow MCP clients to discover OAuth authorization server configuration app.get('/.well-known/oauth-protected-resource', (req, res) => { res.json({ // From Scalekit dashboard > MCP servers > Your server > Metadata JSON "authorization_servers": [ "https:///resources/" ], "bearer_methods_supported": [ "header" // Bearer token in Authorization header ], "resource": "https://mcp.yourapp.com", // Your MCP server URL "resource_documentation": "https://mcp.yourapp.com/docs", // A URL to the documentation of the resource server "scopes_supported": ["todo:read", "todo:write"] // Dashboard-configured scopes }); }); ``` * Python ```python from fastapi import FastAPI from fastapi.responses import JSONResponse app = FastAPI() # OAuth Protected Resource Metadata endpoint - Required for MCP client discovery # Copy the actual authorization server URL and metadata from your Scalekit dashboard. # The values shown here are examples - replace with your actual configuration. @app.get("/.well-known/oauth-protected-resource") async def get_oauth_protected_resource(): return JSONResponse({ "authorization_servers": [ "https:///resources/" ], "bearer_methods_supported": [ "header" ], "resource": "https://mcp.yourapp.com", "resource_documentation": "https://mcp.yourapp.com/docs", "scopes_supported": ["todo:read", "todo:write"] }) ``` 4. ## Validate all MCP client requests have a valid access token [Section titled “Validate all MCP client requests have a valid access token”](#validate-all-mcp-client-requests-have-a-valid-access-token) Your MCP server should validate that all incoming requests contain a valid access token. Leverage Scalekit SDKs to validate tokens and verify essential claims such as `aud` (audience), `iss` (issuer), `exp` (expiration), `iat` (issued at), and `scope` (permissions). * Node.js auth-config.js ```javascript 10 collapsed lines 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 // Initialize Scalekit client with environment credentials 4 // Reference installation guide for client setup details 5 const scalekit = new Scalekit( 6 process.env.SCALEKIT_ENVIRONMENT_URL, 7 process.env.SCALEKIT_CLIENT_ID, 8 process.env.SCALEKIT_CLIENT_SECRET 9 ); 10 11 // Resource configuration 12 // Get these values from Scalekit dashboard > MCP servers > Your server 13 // For FastMCP: Use base URL with trailing slash (e.g., https://mcp.example.com/) 14 const RESOURCE_ID = 'https://your-mcp-server.com'; // If no Server URL is set in Scalekit, use the autogenerated resource ID (e.g., res_123456789) from your dashboard. 15 const METADATA_ENDPOINT = 'https://your-mcp-server.com/.well-known/oauth-protected-resource'; 16 17 // WWW-Authenticate header for unauthorized responses 18 // This helps clients understand how to authenticate properly 19 export const WWWHeader = { 20 HeaderKey: 'WWW-Authenticate', 21 HeaderValue: `Bearer realm="OAuth", resource_metadata="${METADATA_ENDPOINT}"` 22 }; ``` * Python auth\_config.py ```python 12 collapsed lines 1 from scalekit import ScalekitClient 2 from scalekit.common.scalekit import TokenValidationOptions 3 import os 4 5 # Initialize Scalekit client with environment credentials 6 # Reference installation guide for client setup details 7 scalekit_client = ScalekitClient( 8 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 9 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 10 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 11 ) 12 13 # Resource configuration 14 # Get these values from Scalekit dashboard > MCP servers > Your server 15 # For FastMCP: Use base URL with trailing slash (e.g., https://mcp.example.com/) 16 RESOURCE_ID = "https://your-mcp-server.com" # If no Server URL is set in Scalekit, use the autogenerated resource ID (e.g., res_123456789) from your dashboard. 17 METADATA_ENDPOINT = "https://your-mcp-server.com/.well-known/oauth-protected-resource" 18 19 # WWW-Authenticate header for unauthorized responses 20 # This helps clients understand how to authenticate properly 21 WWW_HEADER = { 22 "WWW-Authenticate": f'Bearer realm="OAuth", resource_metadata="{METADATA_ENDPOINT}"' 23 } ``` Extract the Bearer token from incoming MCP client requests. MCP clients send tokens in the `Authorization: Bearer ` header format. * Node.js ```javascript 1 // Extract Bearer token from Authorization header 2 // Use case: Validate requests from AI hosts like Claude Desktop, Cursor, or VS Code 3 const authHeader = req.headers['authorization']; 4 const token = authHeader?.startsWith('Bearer ') 5 ? authHeader.split('Bearer ')[1]?.trim() 6 : null; 7 8 if (!token) { 9 throw new Error('Missing or invalid Bearer token'); 10 } ``` * Python ```python 1 # Extract Bearer token from Authorization header 2 # Use case: Validate requests from AI hosts like Claude Desktop, Cursor, or VS Code 3 auth_header = request.headers.get("Authorization", "") 4 token = None 5 if auth_header.startswith("Bearer "): 6 token = auth_header.split("Bearer ")[1].strip() 7 8 if not token: 9 raise ValueError("Missing or invalid Bearer token") ``` Validate the token against your configured resource audience to ensure it was issued for your specific MCP server. The resource identifier must match the Server URL you registered earlier. * Node.js Validate token ```javascript 1 // Security: Validate token against configured resource audience 2 // This ensures the token was issued for your specific MCP server 3 await scalekit.validateToken(token, { 4 issuer: '' 5 audience: [RESOURCE_ID] 6 }); ``` * Python Validate token ```python 1 # Method 1: validate_access_token - Returns boolean (True/False) 2 # Use this method when you only need to verify token validity without detailed error information. 3 # This approach is suitable for simple authorization checks where you don't need token claims. 4 def validate_token_with_issuer_audience(token: str) -> bool: 5 """ 6 Validates a token and returns True if valid, False otherwise. 7 8 :param token: The token to validate 9 :return: True if token is valid, False otherwise 10 """ 11 options = TokenValidationOptions( 12 issuer="", 13 audience=[RESOURCE_ID] 14 ) 15 16 try: 17 is_valid = scalekit_client.validate_access_token(token, options=options) 18 return is_valid 19 except Exception as ex: 20 print(f"Token validation failed: {ex}") 21 return False 22 23 # Method 2: validate_token - Returns token claims/payload 24 # Use this method when you need access to token claims (user info, scopes, etc.) or detailed error information. 25 # This approach is suitable for authorization that requires specific user context or scope validation. 26 def validate_token_and_get_claims(token: str) -> dict: 27 """ 28 Validates a token with specific audience and raises exception on failure. 29 30 :param token: The token to validate 31 :raises: ScalekitValidateTokenFailureException if validation fails 32 """ 33 options = TokenValidationOptions( 34 issuer="", 35 audience=[RESOURCE_ID], 36 required_scopes=["todo:read", "todo:write"] # Optional: validate specific scopes for finer access control 37 ) 38 39 scalekit_client.validate_token(token, options=options) ``` #### Complete middleware implementation [Section titled “Complete middleware implementation”](#complete-middleware-implementation) Combine token extraction and validation into a complete authentication middleware that protects all your MCP endpoints. * Node.js ```javascript import { Scalekit } from '@scalekit-sdk/node'; import { NextFunction, Request, Response } from 'express'; const scalekit = new Scalekit( process.env.SCALEKIT_ENVIRONMENT_URL, process.env.SCALEKIT_CLIENT_ID, process.env.SCALEKIT_CLIENT_SECRET ); const RESOURCE_ID = 'https://your-mcp-server.com'; // If no Server URL is set in Scalekit, use the autogenerated resource ID (e.g., res_123456789) from your dashboard. const METADATA_ENDPOINT = 'https://your-mcp-server.com/.well-known/oauth-protected-resource'; export const WWWHeader = { HeaderKey: 'WWW-Authenticate', HeaderValue: `Bearer realm="OAuth", resource_metadata="${METADATA_ENDPOINT}"` }; export async function authMiddleware(req: Request, res: Response, next: NextFunction) { try { // Security: Allow public access to well-known endpoints for metadata discovery // This enables MCP clients to discover your OAuth configuration if (req.path.includes('.well-known')) { return next(); } // Extract Bearer token from Authorization header const authHeader = req.headers['authorization']; const token = authHeader?.startsWith('Bearer ') ? authHeader.split('Bearer ')[1]?.trim() : null; if (!token) { throw new Error('Missing or invalid Bearer token'); } // Security: Validate token against configured resource audience await scalekit.validateToken(token, { audience: [RESOURCE_ID] }); next(); } catch (err) { // Return proper OAuth 2.0 error response with WWW-Authenticate header return res .status(401) .set(WWWHeader.HeaderKey, WWWHeader.HeaderValue) .end(); } } // Apply authentication middleware to all MCP endpoints app.use('/', authMiddleware); ``` * Python ```python from scalekit import ScalekitClient from scalekit.common.scalekit import TokenValidationOptions from fastapi import Request, HTTPException, status from fastapi.responses import Response import os scalekit_client = ScalekitClient( env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), client_id=os.getenv("SCALEKIT_CLIENT_ID"), client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") ) RESOURCE_ID = "https://your-mcp-server.com" # If no Server URL is set in Scalekit, use the autogenerated resource ID (e.g., res_123456789) from your dashboard. METADATA_ENDPOINT = "https://your-mcp-server.com/.well-known/oauth-protected-resource" # WWW-Authenticate header for unauthorized responses WWW_HEADER = { "WWW-Authenticate": f'Bearer realm="OAuth", resource_metadata="{METADATA_ENDPOINT}"' } async def auth_middleware(request: Request, call_next): # Security: Allow public access to well-known endpoints for metadata discovery if request.url.path.startswith("/.well-known"): return await call_next(request) # Extract Bearer token from Authorization header auth_header = request.headers.get("Authorization", "") token = None if auth_header.startswith("Bearer "): token = auth_header.split("Bearer ")[1].strip() if not token: raise HTTPException( status_code=status.HTTP_401_UNAUTHORIZED, headers=WWW_HEADER ) # Security: Validate token against configured resource audience try: options = TokenValidationOptions( issuer=os.getenv("SCALEKIT_ENVIRONMENT_URL"), audience=[RESOURCE_ID] ) scalekit_client.validate_token(token, options=options) except Exception: raise HTTPException( status_code=status.HTTP_401_UNAUTHORIZED, headers=WWW_HEADER ) return await call_next(request) # Apply authentication middleware to all MCP endpoints app.middleware("http")(auth_middleware) ``` 5. ## Implement scope-based tool authorization Optional [Section titled “Implement scope-based tool authorization ”](#implement-scope-based-tool-authorization-) Add scope validation at the MCP tool execution level to ensure tools are only executed when the user has authorized the MCP client with the required permissions. This provides fine-grained access control and follows the principle of least privilege. * Node.js ```diff 1 // Security: Validate token has required scope for this specific tool execution 2 // Use case: Ensure users only have access to authorized MCP tools 3 try { 4 await scalekit.validateToken( 5 token, { 6 audience: [RESOURCE_ID], 7 requiredScopes: [scope] 8 } 9 ); 10 } catch(error) { 11 // Return OAuth 2.0 compliant error for insufficient scope 12 return res.status(403).json({ 13 error: 'insufficient_scope', 14 error_description: `Required scope: ${scope}`, 15 scope: scope 16 }); 17 } ``` * Python ```diff 1 # Security: Validate token has required scope for this specific tool execution 2 # Use case: Ensure users only have access to authorized MCP tools 3 try: 4 scalekit_client.validate_access_token( 5 token, 6 options=TokenValidationOptions( 7 audience=[RESOURCE_ID], 8 +required_scopes=[scope] 9 ) 10 ) 11 except ScalekitValidateTokenFailureException as ex: 12 # Return OAuth 2.0 compliant error for insufficient scope 13 return { 14 "error": "insufficient_scope", 15 "error_description": f"Required scope: {scope}", 16 "scope": scope 17 } ``` Fine-grained access control Implement scope-based authorization to provide granular control over which tools and resources each client can access. This improves security by limiting potential damage from compromised tokens and ensures users only access appropriate MCP functionality. 6. ## Enable additional authentication methods [Section titled “Enable additional authentication methods”](#enable-additional-authentication-methods) Beyond the OAuth 2.1 authorization you’ve implemented, you can enable additional authentication methods that work seamlessly with your MCP server’s token validation: **[Enterprise SSO](/mcp/auth-methods/enterprise/)** Enable organizations to authenticate through their identity providers (Okta, Azure AD, Google Workspace). Your MCP server continues validating tokens the same way, while Scalekit handles: * Centralized access control through existing enterprise identity systems * Single sign-on experience for organization members * Compliance with corporate security policies Organization owned domains Authentication through Enterprise SSO for MCP users requires the organization administrators to register the domain their organization owns with Scalekit through [the admin portal](/sso/guides/onboard-enterprise-customers/). **[Social logins](/mcp/auth-methods/social/)** Allow users to authenticate via Google, GitHub, Microsoft, and other social providers. Your existing token validation logic remains unchanged while providing: * Quick onboarding for individual users * Familiar authentication experience * Reduced friction for personal and small team use cases These authentication methods require no changes to your MCP server implementation—you continue validating tokens exactly as shown in the previous steps. **[Bring your own auth](/mcp/auth-methods/custom-auth/)** allows you to use your own authentication system to authenticate users to your MCP server. Your MCP server now has production-ready OAuth 2.1 authorization! You’ve successfully implemented a secure authorization flow that protects your MCP tools and ensures only authenticated users can access them through AI hosts. **Try the demo**: Download and run our [sample MCP server](https://github.com/scalekit-inc/mcp-auth-demos) with authentication already configured to see the complete integration in action. Production deployment checklist Before deploying to production, ensure you: * Configure proper CORS policies for your MCP server endpoints * Set up monitoring and logging for authorization events * Use HTTPS for all communications * Store client secrets securely using environment variables or secret management systems * Configure appropriate token lifetimes based on your security requirements * Test with various AI hosts (Claude Desktop, Cursor, VS Code) to verify compatibility * Configure a [custom domain](/agentkit/advanced/custom-domain) for your Scalekit environment so the OAuth consent screen shows a branded URL (e.g., `auth.yourapp.com`) instead of the auto-generated one In summary, **Scalekit OAuth authorization server** Acts as the identity provider for your MCP server. * Authenticates users and agents * Issues access tokens with fine-grained scopes * Manages OAuth 2.1 flows (authorization code, client credentials) * Supports dynamic client registration for easy onboarding **Your MCP server** Validates incoming access tokens and enforces the permissions encoded in each token. Only requests with valid, authorized tokens are allowed. This separation of responsibilities ensures a clear boundary: Scalekit handles identity and token issuance, while your MCP server focuses on business logic of executing the actual tool calls. --- # DOCUMENT BOUNDARY --- # Add Modular SCIM provisioning > Automate user provisioning with SCIM. Directory API and webhooks for real-time user data sync This guide shows you how to automate user provisioning with SCIM using Scalekit’s Directory API and webhooks. You’ll learn to sync user data in real-time, create webhook endpoints for instant updates, and build automated provisioning workflows that keep your application’s user data synchronized with your customers’ directory providers. See the SCIM provisioning in action [Play](https://youtube.com/watch?v=SBJLtQaIbUk) With [SCIM Provisioning](/directory/guides/user-provisioning-basics) from Scalekit, you can: * Use **webhooks** to listen for events from your customers’ directory providers (e.g., user updates, group changes) * Use **REST APIs** to list users, groups, and directories on demand Scalekit abstracts the complexities of various directory providers, giving you a single interface to automate user lifecycle management. This enables you to create accounts for new hires during onboarding, deactivate accounts when employees depart, and adjust access levels as employees change roles. Review the SCIM provisioning sequence ![SCIM Quickstart](/.netlify/images?url=_astro%2Fscim-chart.D8FO-9f1.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) ### Build with a coding agent * Recommended Terminal ```bash npx @scalekit-inc/cli setup ``` * Global install (for repeated use) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` ## User provisioning with Scalekit’s directory API [Section titled “User provisioning with Scalekit’s directory API”](#user-provisioning-with-scalekits-directory-api) Scalekit’s directory API allows you to fetch information about users, groups, and directories associated with an organization on-demand. This approach is ideal for scheduled synchronization tasks, bulk data imports, or when you need to ensure your application’s user data matches the latest directory provider state. Let’s explore how to use the Directory API to retrieve user and group data programmatically. 1. ### Setting up the SDK [Section titled “Setting up the SDK”](#setting-up-the-sdk) Before you begin, ensure that your organization [has a directory set up in Scalekit](/guides/user-management/scim-provisioning/). Scalekit offers language-specific SDKs for fast SSO integration. Use the installation instructions below for your technology stack: * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` Navigate to **Dashboard > Developers > Settings > API Credentials** to obtain your credentials. Store your credentials securely in environment variables: .env ```shell 1 # Get these values from Dashboard > Developers > Settings > API Credentials 2 SCALEKIT_ENVIRONMENT_URL='https://b2b-app-dev.scalekit.com' 3 SCALEKIT_CLIENT_ID='' 4 SCALEKIT_CLIENT_SECRET='' ``` 2. ### Initialize the SDK and make your first API call [Section titled “Initialize the SDK and make your first API call”](#initialize-the-sdk-and-make-your-first-api-call) Initialize the Scalekit client with your environment variables and make your first API call to list organizations. * cURL Terminal ```bash 1 # Security: Replace with a valid access token from Scalekit 2 # This token authorizes your API requests to access organization data 3 4 # Use case: Verify API connectivity and test authentication 5 # Examples: Initial setup testing, debugging integration issues 6 7 curl -L "https://$SCALEKIT_ENVIRONMENT_URL/api/v1/organizations?page_size=5" \ 8 -H "Authorization: Bearer " ``` * Node.js Node.js ```javascript 4 collapsed lines 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 3 // Initialize Scalekit client with environment variables 4 // Security: Always use environment variables for sensitive credentials 5 const scalekit = new ScalekitClient( 6 process.env.SCALEKIT_ENVIRONMENT_URL, 7 process.env.SCALEKIT_CLIENT_ID, 8 process.env.SCALEKIT_CLIENT_SECRET, 9 ); 10 11 try { 12 // Use case: Retrieve organizations for bulk user provisioning workflows 13 // Examples: Multi-tenant applications, enterprise customer onboarding 14 const { organizations } = await scalekit.organization.listOrganization({ 15 pageSize: 5, 16 }); 17 18 console.log(`Organization name: ${organizations[0].display_name}`); 19 console.log(`Organization ID: ${organizations[0].id}`); 20 } catch (error) { 21 console.error('Failed to list organizations:', error); 22 // Handle error appropriately for your application 23 } ``` * Python Python ```python 4 collapsed lines 1 from scalekit import ScalekitClient 2 import os 3 4 # Initialize the SDK client with environment variables 5 # Security: Use os.getenv() to securely access credentials 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 10 ) 11 12 try: 13 # Use case: Sync user data across multiple organizations 14 # Examples: Scheduled provisioning tasks, HR system integration 15 org_list = scalekit_client.organization.list_organizations(page_size=100) 16 17 if org_list: 18 print(f'Organization details: {org_list[0]}') 19 print(f'Organization ID: {org_list[0].id}') 20 except Exception as error: 21 print(f'Error listing organizations: {error}') 22 # Implement appropriate error handling for your use case ``` * Go Go ```go 10 collapsed lines 1 package main 2 3 import ( 4 "context" 5 "fmt" 6 "os" 7 8 "github.com/scalekit/scalekit-go" 9 ) 10 11 // Initialize Scalekit client with environment variables 12 // Security: Always load credentials from environment, not hardcoded 13 scalekitClient := scalekit.NewScalekitClient( 14 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 15 os.Getenv("SCALEKIT_CLIENT_ID"), 16 os.Getenv("SCALEKIT_CLIENT_SECRET"), 17 ) 18 19 // Use case: Get specific organization for directory sync operations 20 // Examples: Targeted user provisioning, organization-specific workflows 21 organization, err := scalekitClient.Organization.GetOrganization( 22 ctx, 23 organizationId, 24 ) 25 if err != nil { 26 // Handle error appropriately for your application 27 return fmt.Errorf("failed to get organization: %w", err) 28 } ``` * Java Java ```java 8 collapsed lines 1 import com.scalekit.ScalekitClient; 2 3 // Initialize Scalekit client with environment variables 4 // Security: Use System.getenv() to securely access credentials 5 ScalekitClient scalekitClient = new ScalekitClient( 6 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 7 System.getenv("SCALEKIT_CLIENT_ID"), 8 System.getenv("SCALEKIT_CLIENT_SECRET") 9 ); 10 11 try { 12 // Use case: List organizations for automated provisioning workflows 13 // Examples: Enterprise customer setup, multi-tenant management 14 ListOrganizationsResponse organizations = scalekitClient.organizations() 15 .listOrganizations(5, ""); 16 17 if (!organizations.getOrganizations().isEmpty()) { 18 Organization firstOrg = organizations.getOrganizations().get(0); 19 System.out.println("Organization name: " + firstOrg.getDisplayName()); 20 System.out.println("Organization ID: " + firstOrg.getId()); 21 } 22 } catch (ScalekitException error) { 23 System.err.println("Failed to list organizations: " + error.getMessage()); 24 // Implement appropriate error handling 25 } ``` 3. ### Retrieve a directory [Section titled “Retrieve a directory”](#retrieve-a-directory) After successfully listing organizations, you’ll need to retrieve the specific directory to begin syncing user and group data. You can retrieve directories using either the organization and directory IDs, or fetch the primary directory for an organization. * Node.js Node.js ```javascript 1 try { 2 // Use case: Get specific directory when organization has multiple directories 3 // Examples: Department-specific provisioning, multi-division companies 4 const { directory } = await scalekit.directory.getDirectory('', ''); 5 console.log(`Directory name: ${directory.name}`); 6 7 // Use case: Get primary directory for simple provisioning workflows 8 // Examples: Small organizations, single-directory setups 9 const { directory } = await scalekit.directory.getPrimaryDirectoryByOrganizationId(''); 10 console.log(`Primary directory ID: ${directory.id}`); 11 } catch (error) { 12 console.error('Failed to retrieve directory:', error); 13 // Handle error appropriately for your application 14 } ``` * Python Python ```python 1 try: 2 # Use case: Access specific directory for targeted user sync operations 3 # Examples: Regional offices, business unit-specific provisioning 4 directory = scalekit_client.directory.get_directory( 5 organization_id='', directory_id='' 6 ) 7 print(f'Directory name: {directory.name}') 8 9 # Use case: Get primary directory for streamlined user management 10 # Examples: Standard employee provisioning, main company directory 11 primary_directory = scalekit_client.directory.get_primary_directory_by_organization_id( 12 organization_id='' 13 ) 14 print(f'Primary directory ID: {primary_directory.id}') 15 except Exception as error: 16 print(f'Error retrieving directory: {error}') 17 # Implement appropriate error handling ``` * Go Go ```go 1 // Use case: Retrieve specific directory for granular access control 2 // Examples: Multi-tenant environments, department-level provisioning 3 directory, err := scalekitClient.Directory().GetDirectory(ctx, organizationId, directoryId) 4 if err != nil { 5 return fmt.Errorf("failed to get directory: %w", err) 6 } 7 fmt.Printf("Directory name: %s\n", directory.Name) 8 9 // Use case: Get primary directory for simplified user management 10 // Examples: Automated provisioning workflows, bulk user imports 11 directory, err := scalekitClient.Directory().GetPrimaryDirectoryByOrganizationId(ctx, organizationId) 12 if err != nil { 13 return fmt.Errorf("failed to get primary directory: %w", err) 14 } 15 fmt.Printf("Primary directory ID: %s\n", directory.ID) ``` * Java Java ```java 1 try { 2 // Use case: Access specific directory for detailed user management 3 // Examples: Custom provisioning logic, directory-specific rules 4 Directory directory = scalekitClient.directories() 5 .getDirectory("", ""); 6 System.out.println("Directory name: " + directory.getName()); 7 8 // Use case: Get primary directory for standard provisioning workflows 9 // Examples: Employee onboarding, automated user sync 10 Directory primaryDirectory = scalekitClient.directories() 11 .getPrimaryDirectoryByOrganizationId(""); 12 System.out.println("Primary directory ID: " + primaryDirectory.getId()); 13 } catch (ScalekitException error) { 14 System.err.println("Failed to retrieve directory: " + error.getMessage()); 15 // Implement appropriate error handling 16 } ``` 4. ### List users in a directory [Section titled “List users in a directory”](#list-users-in-a-directory) Once you have the directory information, you can fetch users within that directory. This is commonly used for bulk user synchronization and maintaining an up-to-date user database. * Node.js Node.js ```javascript 1 try { 2 // Use case: Bulk user synchronization and provisioning 3 // Examples: New customer onboarding, scheduled user data sync 4 const { users } = await scalekit.directory.listDirectoryUsers('', ''); 5 6 // Process each user for provisioning or updates 7 users.forEach(user => { 8 console.log(`User email: ${user.email}, Name: ${user.name}`); 9 // TODO: Implement your user provisioning logic here 10 }); 11 } catch (error) { 12 console.error('Failed to list directory users:', error); 13 // Handle error appropriately for your application 14 } ``` * Python Python ```python 1 try: 2 # Use case: Automated user provisioning workflows 3 # Examples: HR system integration, bulk user imports 4 directory_users = scalekit_client.directory.list_directory_users( 5 organization_id='', directory_id='' 6 ) 7 8 # Process each user for local database updates 9 for user in directory_users: 10 print(f'User email: {user.email}, Name: {user.name}') 11 # TODO: Implement your user synchronization logic here 12 except Exception as error: 13 print(f'Error listing directory users: {error}') 14 # Implement appropriate error handling ``` * Go Go ```go 1 // Configure pagination options for large user directories 2 options := &ListDirectoryUsersOptions{ 3 PageSize: 50, // Adjust based on your needs 4 PageToken: "", 5 } 6 7 // Use case: Paginated user retrieval for large directories 8 // Examples: Enterprise customer provisioning, regular sync jobs 9 directoryUsers, err := scalekitClient.Directory().ListDirectoryUsers(ctx, organizationId, directoryId, options) 10 if err != nil { 11 return fmt.Errorf("failed to list directory users: %w", err) 12 } 13 14 // Process each user 15 for _, user := range directoryUsers.Users { 16 fmt.Printf("User email: %s, Name: %s\n", user.Email, user.Name) 17 // TODO: Implement your user provisioning logic 18 } ``` * Java Java ```java 1 // Configure options for user listing with pagination 2 var options = ListDirectoryResourceOptions.builder() 3 .pageSize(50) // Adjust based on your requirements 4 .pageToken("") 5 .includeDetail(true) // Include detailed user information 6 .build(); 7 8 try { 9 // Use case: Enterprise user management and synchronization 10 // Examples: Scheduled sync tasks, user provisioning automation 11 ListDirectoryUsersResponse usersResponse = scalekitClient.directories() 12 .listDirectoryUsers(directory.getId(), organizationId, options); 13 14 // Process each user for provisioning 15 for (User user : usersResponse.getUsers()) { 16 System.out.println("User email: " + user.getEmail() + ", Name: " + user.getName()); 17 // TODO: Implement your user provisioning logic here 18 } 19 } catch (ScalekitException error) { 20 System.err.println("Failed to list directory users: " + error.getMessage()); 21 // Implement appropriate error handling 22 } ``` Customer onboarding use case When setting up a new customer account, use the `listDirectoryUsers` function to automatically connect to their directory and start syncing user data. This enables immediate user provisioning without manual user creation. 5. ### List groups in a directory [Section titled “List groups in a directory”](#list-groups-in-a-directory) Groups are essential for implementing role-based access control (RBAC) in your application. After retrieving users, you can fetch groups to manage permissions and access levels based on organizational structure. * Node.js Node.js ```javascript 1 try { 2 // Use case: Role-based access control implementation 3 // Examples: Department-level permissions, project-based access 4 const { groups } = await scalekit.directory.listDirectoryGroups( 5 '', 6 '', 7 ); 8 9 // Process each group for RBAC setup 10 groups.forEach(group => { 11 console.log(`Group name: ${group.name}, ID: ${group.id}`); 12 // TODO: Implement your group-based permission logic here 13 }); 14 } catch (error) { 15 console.error('Failed to list directory groups:', error); 16 // Handle error appropriately for your application 17 } ``` * Python Python ```python 1 try: 2 # Use case: Department-based access control 3 # Examples: Engineering vs Sales permissions, project team access 4 directory_groups = scalekit_client.directory.list_directory_groups( 5 directory_id='', organization_id='' 6 ) 7 8 # Process each group for permission mapping 9 for group in directory_groups: 10 print(f'Group name: {group.name}, ID: {group.id}') 11 # TODO: Implement your group-based permission logic here 12 except Exception as error: 13 print(f'Error listing directory groups: {error}') 14 # Implement appropriate error handling ``` * Go Go ```go 1 // Configure pagination for group listing 2 options := &ListDirectoryGroupsOptions{ 3 PageSize: 25, // Adjust based on expected group count 4 PageToken: "", 5 } 6 7 // Use case: Organizational role management 8 // Examples: Enterprise role hierarchy, department-based access 9 directoryGroups, err := scalekitClient.Directory().ListDirectoryGroups(ctx, organizationId, directoryId, options) 10 if err != nil { 11 return fmt.Errorf("failed to list directory groups: %w", err) 12 } 13 14 // Process each group for RBAC implementation 15 for _, group := range directoryGroups.Groups { 16 fmt.Printf("Group name: %s, ID: %s\n", group.Name, group.ID) 17 // TODO: Implement your group-based permission logic 18 } ``` * Java Java ```java 1 // Configure options for detailed group information 2 var options = ListDirectoryResourceOptions.builder() 3 .pageSize(25) // Adjust based on your requirements 4 .pageToken("") 5 .includeDetail(true) // Include group membership details 6 .build(); 7 8 try { 9 // Use case: Enterprise permission management 10 // Examples: Role assignments, access level configurations 11 ListDirectoryGroupsResponse groupsResponse = scalekitClient.directories() 12 .listDirectoryGroups(directory.getId(), organizationId, options); 13 14 // Process each group for permission mapping 15 for (Group group : groupsResponse.getGroups()) { 16 System.out.println("Group name: " + group.getName() + ", ID: " + group.getId()); 17 // TODO: Implement your group-based permission logic here 18 } 19 } catch (ScalekitException error) { 20 System.err.println("Failed to list directory groups: " + error.getMessage()); 21 // Implement appropriate error handling 22 } ``` Role-based access control Use group information to implement role-based access control in your application. Map directory groups to application roles and permissions to automatically assign access levels based on a user’s organizational memberships. Scalekit’s Directory API provides a simple way to fetch user and group information on-demand. Refer to our [API reference](https://docs.scalekit.com/apis/) to explore more capabilities. ## Realtime user provisioning with webhooks [Section titled “Realtime user provisioning with webhooks”](#realtime-user-provisioning-with-webhooks) While the Directory API is perfect for scheduled synchronization, webhooks enable immediate, real-time user provisioning. When directory providers send events to Scalekit, we forward them instantly to your application, allowing you to respond to user changes as they happen. This approach is ideal for scenarios requiring immediate action, such as new employee onboarding or emergency access revocation. 1. ### Create a secure webhook endpoint [Section titled “Create a secure webhook endpoint”](#create-a-secure-webhook-endpoint) Create a webhook endpoint to receive real-time events from directory providers. After implementing your endpoint, register it in **Dashboard > Webhooks** where you’ll receive a secret for payload verification. Critical security requirement Always verify webhook signatures before processing events. This prevents unauthorized parties from triggering your provisioning logic and protects against replay attacks. * Node.js Express.js ```javascript 1 app.post('/webhook', async (req, res) => { 2 // Security: ALWAYS verify requests are from Scalekit before processing 3 // This prevents unauthorized parties from triggering your provisioning logic 4 5 const event = req.body; 6 const headers = req.headers; 7 const secret = process.env.SCALEKIT_WEBHOOK_SECRET; 8 9 try { 10 // Verify webhook signature to prevent replay attacks and forged requests 11 await scalekit.verifyWebhookPayload(secret, headers, event); 12 } catch (error) { 13 console.error('Webhook signature verification failed:', error); 14 // Return 400 for invalid signatures - this prevents processing malicious requests 15 return res.status(400).json({ error: 'Invalid signature' }); 16 } 17 18 try { 19 // Use case: Real-time user provisioning based on directory events 20 // Examples: New hire onboarding, emergency access revocation, role changes 21 const { email, name } = event.data; 22 23 // Process the webhook event based on its type 24 switch (event.type) { 25 case 'organization.directory.user_created': 26 await createUserAccount(email, name); 27 break; 28 case 'organization.directory.user_updated': 29 await updateUserAccount(email, name); 30 break; 31 case 'organization.directory.user_deleted': 32 await deactivateUserAccount(email); 33 break; 34 default: 35 console.log(`Unhandled event type: ${event.type}`); 36 } 37 38 res.status(201).json({ message: 'Webhook processed successfully' }); 39 } catch (processingError) { 40 console.error('Failed to process webhook event:', processingError); 41 res.status(500).json({ error: 'Processing failed' }); 42 } 43 }); ``` * Python FastAPI ```python 1 from fastapi import FastAPI, Request, HTTPException 2 import os 3 import json 4 5 app = FastAPI() 6 7 @app.post("/webhook") 8 async def api_webhook(request: Request): 9 # Security: ALWAYS verify webhook signatures before processing events 10 # This prevents unauthorized webhook calls and replay attacks 11 12 headers = request.headers 13 body = await request.json() 14 15 try: 16 # Verify webhook payload using the secret from Scalekit dashboard 17 # Get this from Dashboard > Webhooks after registering your endpoint 18 is_valid = scalekit_client.verify_webhook_payload( 19 secret=os.getenv("SCALEKIT_WEBHOOK_SECRET"), 20 headers=headers, 21 payload=json.dumps(body).encode('utf-8') 22 ) 23 24 if not is_valid: 25 raise HTTPException(status_code=400, detail="Invalid webhook signature") 26 27 except Exception as verification_error: 28 print(f"Webhook verification failed: {verification_error}") 29 raise HTTPException(status_code=400, detail="Webhook verification failed") 30 31 # Use case: Instant user provisioning based on directory events 32 # Examples: Automated onboarding, immediate access revocation, role updates 33 try: 34 event_type = body.get("type") 35 event_data = body.get("data", {}) 36 email = event_data.get("email") 37 name = event_data.get("name") 38 39 if event_type == "organization.directory.user_created": 40 await create_user_account(email, name) 41 elif event_type == "organization.directory.user_updated": 42 await update_user_account(email, name) 43 elif event_type == "organization.directory.user_deleted": 44 await deactivate_user_account(email) 45 46 return JSONResponse(status_code=201, content={"status": "processed"}) 47 48 except Exception as processing_error: 49 print(f"Failed to process webhook: {processing_error}") 50 raise HTTPException(status_code=500, detail="Event processing failed") ``` * Java Spring Boot ```java 1 @PostMapping("/webhook") 2 public ResponseEntity webhook( 3 @RequestBody String body, 4 @RequestHeader Map headers) { 5 6 // Security: ALWAYS verify webhook signatures before processing 7 // This prevents malicious webhook calls and protects against replay attacks 8 9 String secret = System.getenv("SCALEKIT_WEBHOOK_SECRET"); 10 11 try { 12 // Verify webhook signature using Scalekit SDK 13 boolean isValid = scalekitClient.webhook() 14 .verifyWebhookPayload(secret, headers, body.getBytes()); 15 16 if (!isValid) { 17 return ResponseEntity.badRequest().body("Invalid webhook signature"); 18 } 19 20 } catch (Exception verificationError) { 21 System.err.println("Webhook verification failed: " + verificationError.getMessage()); 22 return ResponseEntity.badRequest().body("Webhook verification failed"); 23 } 24 25 try { 26 // Use case: Real-time user lifecycle management 27 // Examples: Employee onboarding, access termination, role modifications 28 ObjectMapper mapper = new ObjectMapper(); 29 JsonNode rootNode = mapper.readTree(body); 30 31 String eventType = rootNode.get("type").asText(); 32 JsonNode data = rootNode.get("data"); 33 34 switch (eventType) { 35 case "organization.directory.user_created": 36 String email = data.get("email").asText(); 37 String name = data.get("name").asText(); 38 createUserAccount(email, name); 39 break; 40 case "organization.directory.user_updated": 41 updateUserAccount(data); 42 break; 43 case "organization.directory.user_deleted": 44 deactivateUserAccount(data.get("email").asText()); 45 break; 46 default: 47 System.out.println("Unhandled event type: " + eventType); 48 } 49 50 return ResponseEntity.status(HttpStatus.CREATED).body("Webhook processed"); 51 52 } catch (Exception processingError) { 53 System.err.println("Failed to process webhook event: " + processingError.getMessage()); 54 return ResponseEntity.status(HttpStatus.INTERNAL_SERVER_ERROR) 55 .body("Event processing failed"); 56 } 57 } ``` * Go Go ```go 1 // Security: Store webhook secret securely in environment variables 2 // Get this from Dashboard > Webhooks after registering your endpoint 3 webhookSecret := os.Getenv("SCALEKIT_WEBHOOK_SECRET") 4 5 http.HandleFunc("/webhook", func(w http.ResponseWriter, r *http.Request) { 6 // Security: ALWAYS verify webhook signatures before processing events 7 // This prevents unauthorized webhook calls and replay attacks 8 9 if r.Method != http.MethodPost { 10 http.Error(w, "Method not allowed", http.StatusMethodNotAllowed) 11 return 12 } 13 14 body, err := io.ReadAll(r.Body) 15 if err != nil { 16 http.Error(w, err.Error(), http.StatusBadRequest) 17 return 18 } 19 defer r.Body.Close() 20 21 // Extract webhook headers for verification 22 headers := map[string]string{ 23 "webhook-id": r.Header.Get("webhook-id"), 24 "webhook-signature": r.Header.Get("webhook-signature"), 25 "webhook-timestamp": r.Header.Get("webhook-timestamp"), 26 } 27 28 // Verify webhook signature to prevent malicious requests 29 _, err = scalekitClient.VerifyWebhookPayload(webhookSecret, headers, body) 30 if err != nil { 31 http.Error(w, "Invalid webhook signature", http.StatusBadRequest) 32 return 33 } 34 35 // Use case: Instant user provisioning and lifecycle management 36 // Examples: Real-time onboarding, emergency access revocation, role synchronization 37 var webhookEvent WebhookEvent 38 if err := json.Unmarshal(body, &webhookEvent); err != nil { 39 http.Error(w, "Invalid webhook payload", http.StatusBadRequest) 40 return 41 } 42 43 switch webhookEvent.Type { 44 case "organization.directory.user_created": 45 err = createUserAccount(webhookEvent.Data.Email, webhookEvent.Data.Name) 46 case "organization.directory.user_updated": 47 err = updateUserAccount(webhookEvent.Data) 48 case "organization.directory.user_deleted": 49 err = deactivateUserAccount(webhookEvent.Data.Email) 50 default: 51 fmt.Printf("Unhandled event type: %s\n", webhookEvent.Type) 52 } 53 54 if err != nil { 55 http.Error(w, "Failed to process webhook", http.StatusInternalServerError) 56 return 57 } 58 59 w.WriteHeader(http.StatusCreated) 60 w.Write([]byte(`{"status": "processed"}`)) 61 }) ``` Webhook endpoint example A typical webhook endpoint URL would be: `https://your-app.com/api/webhooks/scalekit`. Ensure this URL is publicly accessible and uses HTTPS for security. 2. ### Register your webhook endpoint [Section titled “Register your webhook endpoint”](#register-your-webhook-endpoint) After implementing your secure webhook endpoint, register it in the Scalekit dashboard to start receiving events: 1. Navigate to **Dashboard > Webhooks** 2. Click **+Add Endpoint** 3. Enter your webhook endpoint URL (e.g., `https://your-app.com/api/webhooks/scalekit`) 4. Add a meaningful description for your reference 5. Select the event types you want to receive. Common choices include: * `organization.directory.user_created` - New user provisioning * `organization.directory.user_updated` - User profile changes * `organization.directory.user_deleted` - User deactivation * `organization.directory.group_created` - New group creation * `organization.directory.group_updated` - Group modifications Once registered, your webhook endpoint will start receiving event payloads from directory providers in real-time. Testing webhooks Use request bin services like Beeceptor or webhook.site for initial testing. Refer to our [webhook setup guide](/directory/reference/directory-events/) for detailed testing instructions. 3. ### Process webhook events [Section titled “Process webhook events”](#process-webhook-events) Scalekit standardizes event payloads across different directory providers, ensuring consistent data structure regardless of whether your customers use Azure AD, Okta, Google Workspace, or other providers. When directory changes occur, Scalekit sends events with the following structure: Webhook event payload ```json 1 { 2 "id": "evt_1234567890", 3 "type": "organization.directory.user_created", 4 "data": { 5 "email": "john.doe@company.com", 6 "name": "John Doe", 7 "organization_id": "org_12345", 8 "directory_id": "dir_67890" 9 }, 10 "timestamp": "2024-01-15T10:30:00Z" 11 } ``` Webhook delivery and retry policy Scalekit attempts webhook delivery using an exponential backoff retry policy until we receive a successful 200/201 response code from your servers: | Attempt | Timing | | ------- | ----------- | | 1 | Immediately | | 2 | 5 seconds | | 3 | 5 minutes | | 4 | 30 minutes | | 5 | 2 hours | | 6 | 5 hours | | 7 | 10 hours | | 8 | 10 hours | You have now successfully implemented and registered a webhook endpoint, enabling your application to receive real-time events for automated user provisioning. Your system can now respond instantly to directory changes, providing seamless user lifecycle management. Refer to our [webhook implementation guide](/authenticate/implement-workflows/implement-webhooks/) for the complete list of available event types and payload structures. --- # DOCUMENT BOUNDARY --- # Headless email API for magic link and OTP > Implement email OTP or magic link using direct API calls with full control over UX Implement magic link and OTP authentication using Scalekit’s headless APIs. Send either a one-time passcode (OTP) or a magic link to the user’s email, then verify their identity. Magic link and OTP offer two email-based authentication methods—clickable links or one-time passcodes—so users can sign in without passwords. You control the UI and user flows, while Scalekit provides the backend authentication infrastructure. See the integration in action [Play](https://youtube.com/watch?v=8e4ZH-Aemg4) Review the authentication sequence Coming soon ### Build with a coding agent * Global install (recommended) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` * npx (one-off) Terminal ```bash npx @scalekit-inc/cli setup ``` *** 1. ## Set up Scalekit [Section titled “Set up Scalekit”](#set-up-scalekit) Install the Scalekit SDK to your project. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` Your application is responsible for verifying users and initiating sessions, while Scalekit securely manages authentication tokens to ensure the verification process is completed successfully 2. ## Configure magic link and OTP settings [Section titled “Configure magic link and OTP settings”](#configure-magic-link-and-otp-settings) In the Scalekit dashboard, enable magic link and OTP and choose your login method. Optional security settings: * **Enforce same-browser origin**: Users must complete magic-link auth in the same browser they started in. * **Issue new credentials on resend**: Each resend generates a fresh code or link and invalidates the previous one. ![](/.netlify/images?url=_astro%2F1.C37ffu3h.png\&w=2221\&h=1207\&dpl=6a3b904fcb23b100084833a2) 3. ## Send verification email [Section titled “Send verification email”](#send-verification-email) The first step in the magic link and OTP flow is to send a verification email to the user’s email address. This email contains either a **one-time passcode (OTP), a magic link, or both** based on your selection in the Scalekit dashboard. Follow these steps to implement the verification email flow: 1. Create a form to collect the user’s email address 2. Call the passwordless API (magic link and OTP) when the form is submitted 3. Handle the response to provide feedback to the user API endpoint ```http POST /api/v1/passwordless/email/send ``` **Example implementation** * cURL Send a verification code to user's email ```sh 1 curl -L '/api/v1/passwordless/email/send' \ 2 -H 'Content-Type: application/json' \ 3 -H 'Authorization: Bearer eyJh..' \ 4 --data-raw '{ 5 "email": "john.doe@example.com", 6 "expires_in": 300, 7 "state": "jAy-state1-gM4fdZ...2nqm6Q", 8 "template": "SIGNIN", 9 10 "magiclink_auth_uri": "https://yourapp.com/passwordless/verify", 11 "template_variables": { 12 "custom_variable_key": "custom_variable_value" 13 } 14 }' 15 16 # Response 6 collapsed lines 17 # { 18 # "auth_request_id": "jAy-state1-gM4fdZ...2nqm6Q" 19 # "expires_at": "1748696575" 20 # "expires_in": 100 21 # "passwordless_type": "OTP" | "LINK" | "LINK_OTP" 22 # } ``` Request parameters | Parameter | Required | Description | | -------------------- | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `email` | Yes | Recipient’s email address string | | `expires_in` | No | Code expiration time in seconds (default: 300) number | | `state` | No | OIDC state parameter for request validation string | | `template` | No | Email template to use (`SIGNIN` or `SIGNUP`) string | | `magiclink_auth_uri` | No | Magic Link URI that will be sent to your user to complete the authentication flow. If the URL is of the format `https://yourapp.com/passwordless/verify`, the magic link sent to your user via email will be `https://yourapp.com/passwordless/verify?link_token=`. Required if you selected Link or Link + OTP as your authentication method.string | | `template_variables` | No | Pass variables to be used in the email template sent to the user. You may include up to 30 key-value pairs to reference in the email template. object | Response parameters | Parameters | Description | | ------------------- | ----------------------------------------------------------------------------------------------------- | | `auth_request_id` | A unique identifier for the authentication request that can be used to verify the code string | | `expires_at` | Unix timestamp indicating when the verification code will expire string | | `expires_in` | The time in seconds after which the verification code will expire. Default is 100 seconds number | | `passwordless_type` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | * Node.js ```js 1 const options = { 2 template: "SIGNIN", 3 state: "jAy-state1-...2nqm6Q", 4 expiresIn: 300, 5 // Required if you selected Link or Link+OTP as your authentication method 6 magiclinkAuthUri: "https://yourapp.com/passwordless/verify", 7 templateVariables: { 8 employeeID: "EMP523", 9 teamName: "Alpha Team", 10 }, 11 }; 12 13 const sendResponse = await scalekit.passwordless 14 .sendPasswordlessEmail( 15 "", 16 options 17 ); 18 19 // sendResponse = { 20 // authRequestId: string, 21 // expiresAt: number, // seconds since epoch 22 // expiresIn: number, // seconds 23 // passwordlessType: string // "OTP" | "LINK" | "LINK_OTP" 24 // } ``` Request parameters | Parameter | Required | Description | | -------------------- | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `email` | Yes | The email address to send the magic link or OTP verification code to string | | `template` | No | The template type (`SIGNIN`/`SIGNUP`) string | | `state` | No | Optional state parameter to maintain state between request and callback string | | `expiresIn` | No | Optional expiration time in seconds (default: 300) number | | `magiclinkAuthUri` | No | Magic Link URI that will be sent to your user to complete the authentication flow. If the URL is of the format `https://yourapp.com/passwordless/verify`, the magic link sent to your user via email will be `https://yourapp.com/passwordless/verify?link_token=`. Required if you selected Link or Link + OTP as your authentication method.string | | `template_variables` | No | Pass variables to be used in the email template sent to the user. You may include up to 30 key-value pairs to reference in the email template. object | Response parameters | Parameters | Description | | ------------------ | ------------------------------------------------------------------------------ | | `authRequestId` | Unique identifier for the magic link and OTP authentication request string | | `expiresAt` | Expiration time in seconds since epoch number | | `expiresIn` | Expiration time in seconds number | | `passwordlessType` | Type of magic link and OTP authentication (`OTP`, `LINK` or `LINK_OTP`) string | * Python ```python 1 response = client.passwordless.send_passwordless_email( 2 email="john.doe@example.com", 3 template="SIGNIN", # or "SIGNUP", "UNSPECIFIED" 4 expires_in=300, 5 magiclink_auth_uri="https://yourapp.com/passwordless/verify", 6 template_variables={ 7 "employeeID": "EMP523", 8 "teamName": "Alpha Team", 9 }, 10 ) 11 12 # Extract auth request ID from response 13 auth_request_id = response[0].auth_request_id ``` * Go ```go 1 // Send a passwordless email (assumes you have an initialized `client` and `ctx`) 2 templateType := scalekit.TemplateTypeSignin 3 resp, err := scalekitClient.Passwordless().SendPasswordlessEmail( 4 ctx, 5 "john.doe@example.com", 6 &scalekit.SendPasswordlessOptions{ 7 Template: &templateType, 8 State: "jAy-state1-gM4fdZ...2nqm6Q", 9 ExpiresIn: 300, 10 MagiclinkAuthUri: "https://yourapp.com/passwordless/verify", // required if Link or Link+OTP 11 TemplateVariables: map[string]string{ 12 "employeeID": "EMP523", 13 "teamName": "Alpha Team", 14 }, 15 }, 16 ) 17 18 // resp contains: AuthRequestId, ExpiresAt, ExpiresIn, PasswordlessType ``` Request parameters | Parameter | Required | Description | | ------------------- | -------- | --------------------------------------------------------------------------- | | `email` | Yes | The email address to send the magic link or OTP verification code to string | | `MagiclinkAuthUri` | No | Magic Link URI for authentication string | | `State` | No | Optional state parameter string | | `Template` | No | Email template type (`SIGNIN`/`SIGNUP`) string | | `ExpiresIn` | No | Expiration time in seconds number | | `TemplateVariables` | No | Key-value pairs for email template object | Response parameters | Parameters | Description | | ------------------ | ------------------------------------------------------------------------------ | | `AuthRequestId` | Unique identifier for the magic link and OTP authentication request string | | `ExpiresAt` | Expiration time in seconds since epoch number | | `ExpiresIn` | Expiration time in seconds number | | `PasswordlessType` | Type of magic link and OTP authentication (`OTP`, `LINK` or `LINK_OTP`) string | * Java ```java 1 import java.util.HashMap; 2 import java.util.Map; 3 4 TemplateType templateType = TemplateType.SIGNIN; 5 Map templateVariables = new HashMap<>(); 6 templateVariables.put("employeeID", "EMP523"); 7 templateVariables.put("teamName", "Alpha Team"); 8 9 SendPasswordlessOptions options = new SendPasswordlessOptions(); 10 options.setTemplate(templateType); 11 options.setExpiresIn(300); 12 options.setMagiclinkAuthUri("https://yourapp.com/passwordless/verify"); 13 options.setTemplateVariables(templateVariables); 14 15 SendPasswordlessResponse response = passwordlessClient.sendPasswordlessEmail( 16 "john.doe@example.com", 17 options 18 ); 19 20 String authRequestId = response.getAuthRequestId(); ``` 4. ### Resend a verification email [Section titled “Resend a verification email”](#resend-a-verification-email) Users can request a new verification email if they need one. Use the following endpoint to resend an OTP or magic link email. * cURL Request ```diff 1 curl -L '/api/v1/passwordless/email/resend' \ 2 -H 'Content-Type: application/json' \ 3 -H 'Authorization: Bearer eyJhbGciOiJSUzI1NiIsIm..' \ 4 -d '{ 5 "auth_request_id": "jAy-state1-gM4fdZ...2nqm6Q" 6 }' 7 8 # Response 9 10 # { 11 12 # "auth_request_id": "jAy-state1-gM4fdZ...2nqm6Q" 13 14 # "expires_at": "1748696575" 15 16 # "expires_in": 300 17 18 # "passwordless_type": "OTP" | "LINK" | "LINK_OTP" 19 20 # } ``` Request parameters | Parameters | Required | Description | | ----------------- | -------- | --------------------------------------------------------------------------------- | | `auth_request_id` | Yes | The unique identifier for the authentication request that was sent earlier string | Response parameters | Parameters | Description | | ------------------- | ----------------------------------------------------------------------------------------------------- | | `auth_request_id` | A unique identifier for the authentication request that can be used to verify the code string | | `expires_at` | Unix timestamp indicating when the verification code will expire string | | `expires_in` | The time in seconds after which the verification code will expire. Default is 300 seconds number | | `passwordless_type` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | * Node.js ```js 1 const { authRequestId } = sendResponse; 2 const resendResponse = await scalekit.passwordless 3 .resendPasswordlessEmail( 4 authRequestId 5 ); 6 7 // resendResponse = { 8 // authRequestId: "jAy-state1-gM4fdZ...2nqm6Q", 9 // expiresAt: "1748696575", 10 // expiresIn: "300", 11 // passwordlessType: "OTP" | "LINK" | "LINK_OTP" 12 // } ``` Request parameters | Parameters | Required | Description | | --------------- | -------- | --------------------------------------------------------------------------------- | | `authRequestId` | Yes | The unique identifier for the authentication request that was sent earlier string | Response parameters | Parameters | Description | | ------------------ | -------------------------------------------------------------------------- | | `authRequestId` | Unique identifier for the magic link and OTP authentication request string | | `expiresAt` | Expiration time in seconds since epoch number | | `expiresIn` | Expiration time in seconds. Default is 300 seconds number | | `passwordlessType` | `OTP`, `LINK` or `LINK_OTP` string | * Python ```python 1 resend_response = client.passwordless.resend_passwordless_email( 2 auth_request_id=auth_request_id, 3 ) 4 5 new_auth_request_id = resend_response[0].auth_request_id ``` * Go ```go 1 // Resend passwordless email for an existing auth request 2 resendResp, err := scalekitClient.Passwordless().ResendPasswordlessEmail( 3 ctx, // context.Context (e.g., context.Background()) 4 authRequestId, // string: from the send email response 5 ) 6 7 if err != nil { 8 // handle error (log, return HTTP 400/500, etc.) 9 // ... 10 } 11 12 // resendResp is a pointer to ResendPasswordlessResponse struct: 13 // type ResendPasswordlessResponse struct { 14 // AuthRequestId string // Unique ID for the passwordless request 15 // ExpiresAt int64 // Unix timestamp (seconds since epoch) 16 // ExpiresIn int // Expiry duration in seconds 17 // PasswordlessType string // "OTP", "LINK", or "LINK_OTP" 18 // } ``` Request parameters | Parameters | Required | Description | | --------------- | -------- | --------------------------------------------------------------------------------- | | `authRequestId` | Yes | The unique identifier for the authentication request that was sent earlier string | Response parameters | Parameters | Description | | ------------------ | -------------------------------------------------------------------------- | | `AuthRequestId` | Unique identifier for the magic link and OTP authentication request string | | `ExpiresAt` | Expiration time in seconds since epoch number | | `ExpiresIn` | Expiration time in seconds. Default is 300 seconds number | | `PasswordlessType` | `OTP`, `LINK` or `LINK_OTP` string | * Java ```java SendPasswordlessResponse resendResponse = passwordlessClient.resendPasswordlessEmail(authRequestId); ``` If you enabled **Enable new Magic link & OTP credentials on resend** in the Scalekit dashboard, a new verification code or magic link will be sent each time the user requests a new one. Rate limits Scalekit enforces a rate limit of 2 magic link and OTP emails per minute per email address. This limit includes both initial sends and resends. 5. ### Verify the user’s identity [Section titled “Verify the user’s identity”](#verify-the-users-identity) Once the user receives the verification email, * If it is a verification code, they’ll enter it in your application. Use the following endpoint to validate the code and complete authentication. * If it is a magic link, they’ll click the link in the email to verify their address. Capture the `link_token` query parameter and use it to verify. * For additional security with magic links, if you enabled “Enforce same browser origin” in the dashboard, include the `auth_request_id` in the verification request. - Verification code 1. Create a form to collect the verification code 2. Call the verification API when the form is submitted to verify the code 3. Handle the response to either grant access or show an error API endpoint ```http POST /api/v1/passwordless/email/verify ``` **Example implementation** * cURL Request ```diff curl -L '/api/v1/passwordless/email/verify' \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer eyJhbGciOiJSUzI1NiIsIm..' \ -d '{ "code": "123456", "auth_request_id": "YC4QR-dVZVtNNVHcHwrnHNDV..." }' ``` Request parameters | Parameters | Required | Description | | ----------------- | -------- | ---------------------------------------------------------------------------- | | `code` | Yes | The verification code entered by the user string | | `auth_request_id` | Yes | The request ID from the response when the verification email was sent string | Response parameters | Parameters | Description | | ------------------- | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordless_type` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | * Node.js ```js 1 const { authRequestId } = sendResponse; 2 const verifyResponse = await scalekit.passwordless 3 .verifyPasswordlessEmail( 4 { code: "123456"}, 5 authRequestId 6 ); 7 8 // verifyResponse = { 9 // "email": "saifshine7@gmail.com", 10 // "state": "jAy-state1-gM4fdZdV22nqm6Q_j..", 11 // "template": "SIGNIN", 12 // "passwordless_type": "OTP" | "LINK" | "LINK_OTP" 13 // } ``` Request parameters | Parameters | Required | Description | | --------------- | -------- | --------------------------------------------------------------------------------- | | `options.code` | Yes | The verification code received by the user string | | `authRequestId` | Yes | The unique identifier for the authentication request that was sent earlier string | Response parameters | Parameters | Description | | ------------------ | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordlessType` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | * Python ```python 1 verify_response = client.passwordless.verify_passwordless_email( 2 code="123456", # OTP code received via email 3 auth_request_id=auth_request_id, 4 ) 5 6 # User verified successfully 7 user_email = verify_response[0].email ``` * Go ```go 1 // Verify with OTP code 2 verifyResponse, err := scalekitClient.Passwordless().VerifyPasswordlessEmail( 3 ctx, 4 &scalekit.VerifyPasswordlessOptions{ 5 Code: "123456", // OTP code 6 AuthRequestId: authRequestId, 7 }, 8 ) 9 10 if err != nil { 11 // Handle error 12 return 13 } 14 15 // verifyResp contains the verified user's info 16 // type VerifyPasswordLessResponse struct { 17 // Email string 18 // State string 19 // Template string // SIGNIN | SIGNUP 20 // PasswordlessType string // OTP | LINK | LINK_OTP 21 // } ``` Request parameters | Parameters | Required | Description | | ----------------------- | -------- | --------------------------------------------------------------------------------- | | `options.Code` | Yes | The verification code received by the user string | | `options.AuthRequestId` | Yes | The unique identifier for the authentication request that was sent earlier string | Response parameters | Parameters | Description | | ------------------ | ------------------------------------------------------------------ | | `Email` | The email address of the user string | | `State` | The state parameter that was passed in the original request string | | `Template` | The template that was used (`SIGNIN` or `SIGNUP`) string | | `PasswordlessType` | `OTP`, `LINK` or `LINK_OTP` string | * Java ```java 1 // Verify with OTP code 2 VerifyPasswordlessOptions verifyOptions = new VerifyPasswordlessOptions(); 3 verifyOptions.setCode("123456"); // OTP code 4 verifyOptions.setAuthRequestId(authRequestId); 5 6 VerifyPasswordLessResponse verifyResponse = passwordlessClient.verifyPasswordlessEmail(verifyOptions); 7 8 // User verified successfully 9 String userEmail = verifyResponse.getEmail(); ``` - Magic link verification Request ```diff curl -L '/api/v1/passwordless/email/verify' \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer eyJhbGciOiJSUzI1NiIsIm..' \ -d '{ "code": "123456", "auth_request_id": "YC4QR-dVZVtNNVHcHwrnHNDV..." }' ``` Request parameters | Parameters | Required | Description | | ----------------- | -------- | ---------------------------------------------------------------------------- | | `code` | Yes | The verification code entered by the user string | | `auth_request_id` | Yes | The request ID from the response when the verification email was sent string | Response parameters | Parameters | Description | | ------------------- | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordless_type` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | - cURL ```js 1 const { authRequestId } = sendResponse; 2 const verifyResponse = await scalekit.passwordless 3 .verifyPasswordlessEmail( 4 { code: "123456"}, 5 authRequestId 6 ); 7 8 // verifyResponse = { 9 // "email": "saifshine7@gmail.com", 10 // "state": "jAy-state1-gM4fdZdV22nqm6Q_j..", 11 // "template": "SIGNIN", 12 // "passwordless_type": "OTP" | "LINK" | "LINK_OTP" 13 // } ``` Request parameters | Parameters | Required | Description | | --------------- | -------- | --------------------------------------------------------------------------------- | | `options.code` | Yes | The verification code received by the user string | | `authRequestId` | Yes | The unique identifier for the authentication request that was sent earlier string | Response parameters | Parameters | Description | | ------------------ | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordlessType` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | - Node.js ```python 1 verify_response = client.passwordless.verify_passwordless_email( 2 code="123456", # OTP code received via email 3 auth_request_id=auth_request_id, 4 ) 5 6 # User verified successfully 7 user_email = verify_response[0].email ``` - Python ```go 1 // Verify with OTP code 2 verifyResponse, err := scalekitClient.Passwordless().VerifyPasswordlessEmail( 3 ctx, 4 &scalekit.VerifyPasswordlessOptions{ 5 Code: "123456", // OTP code 6 AuthRequestId: authRequestId, 7 }, 8 ) 9 10 if err != nil { 11 // Handle error 12 return 13 } 14 15 // verifyResp contains the verified user's info 16 // type VerifyPasswordLessResponse struct { 17 // Email string 18 // State string 19 // Template string // SIGNIN | SIGNUP 20 // PasswordlessType string // OTP | LINK | LINK_OTP 21 // } ``` Request parameters | Parameters | Required | Description | | ----------------------- | -------- | --------------------------------------------------------------------------------- | | `options.Code` | Yes | The verification code received by the user string | | `options.AuthRequestId` | Yes | The unique identifier for the authentication request that was sent earlier string | Response parameters | Parameters | Description | | ------------------ | ------------------------------------------------------------------ | | `Email` | The email address of the user string | | `State` | The state parameter that was passed in the original request string | | `Template` | The template that was used (`SIGNIN` or `SIGNUP`) string | | `PasswordlessType` | `OTP`, `LINK` or `LINK_OTP` string | - Go ```java 1 // Verify with OTP code 2 VerifyPasswordlessOptions verifyOptions = new VerifyPasswordlessOptions(); 3 verifyOptions.setCode("123456"); // OTP code 4 verifyOptions.setAuthRequestId(authRequestId); 5 6 VerifyPasswordLessResponse verifyResponse = passwordlessClient.verifyPasswordlessEmail(verifyOptions); 7 8 // User verified successfully 9 String userEmail = verifyResponse.getEmail(); ``` - Java To support magic link verification, add a callback endpoint in your application typically at `https://your-app.com/passwordless/verify`. Implement it to verify the magic link token and complete the user authentication process. 1. Create a verification endpoint in your application to handle the magic link verification. This is the endpoint that the user lands in when they click the link in the email. 2. Capture the magic link token from the `link_token` request parameter from the URL. 3. Call the verification API when the user clicks the link in the email. 4. Based on token verification, complete the authentication process or show an error with an appropriate error message. API endpoint ```http POST /api/v1/passwordless/email/verify ``` **Example implementation** * cURL Request ```diff curl -L '/api/v1/passwordless/email/verify' \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer eyJhbGciOiJSUzI1NiIsIm..' \ -d '{ "link_token": "a4143d8f-...c846ed91e_l", "auth_request_id": "YC4QR-dVZVtNNVHcHwrnHNDV..." // (optional) }' ``` Request parameters | Parameters | Required | Description | | ----------------- | -------- | ------------------------------------------------------------------------ | | `link_token` | Yes | The link token received by the user string | | `auth_request_id` | No | The request ID you received when the verification email was sent. string | Auth request ID If you use Magic Link or Magic Link & OTP and have enabled same browser origin enforcement in the Scalekit dashboard, it is required to include the auth request ID in your request. Response parameters | Parameters | Description | | ------------------- | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordless_type` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | * Node.js ```js 1 // User clicks the magic link in their email 2 // Example magic link: https://yourapp.com/passwordless/verify?link_token=a4143d8f-d13d-415c-8f5a-5a5c846ed91e_l 3 4 // 2. Express endpoint to handle the magic link verification 5 app.get('/passwordless/verify', async (req, res) => { 6 const { link_token } = req.query; 7 8 try { 9 // 3. Verify the magic link token with Scalekit 10 const verifyResponse = await scalekit.passwordless 11 .verifyPasswordlessEmail( 12 { linkToken: link_token }, 13 authRequestId // (optional) sendResponse.authRequestId 14 ); 7 collapsed lines 15 16 // 4. Successfully log the user in 17 // Set session/token and redirect to dashboard 18 res.redirect('/dashboard'); 19 } catch (error) { 20 res.status(400).json({ 21 error: 'The magic link is invalid or has expired. Please request a new verification link.' 22 }); 23 } 24 }); 25 26 // verifyResponse = { 27 // "email": "saifshine7@gmail.com", 28 // "state": "jAy-state1-gM4fdZdV22nqm6Q_j..", 29 // "template": "SIGNIN", 30 // "passwordless_type": "OTP" | "LINK" | "LINK_OTP" 31 // } ``` Request parameters | Parameters | Required | Description | | ------------------- | -------- | ---------------------------------------------------------------------------------- | | `options.linkToken` | Yes | The link token received by the user string | | `authRequestId` | No | The unique identifier for the authentication request that was sent earlier. string | Auth request ID If you use Magic Link or Magic Link & OTP and have enabled same browser origin enforcement in the Scalekit dashboard, it is required to include the auth request ID in your request. Response parameters | Parameters | Description | | ------------------ | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordlessType` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | * Python ```python 1 # Verify with magic link token 2 verify_response = client.passwordless.verify_passwordless_email( 3 link_token=link_token, # Magic link token from URL 4 # auth_request_id=auth_request_id, # optional if same-origin enforcement enabled 5 ) 6 7 # User verified successfully 8 user_email = verify_response[0].email ``` * Go ```go 1 verifyResponse, err := scalekitClient.Passwordless().VerifyPasswordlessEmail( 2 ctx, 3 &scalekit.VerifyPasswordlessOptions{ 4 LinkToken: linkToken, // Magic link token 5 }, 6 ) 7 8 if err != nil { 9 // Handle error 10 return 11 } 12 13 // User verified successfully 14 userEmail := verifyResponse.Email ``` * Java ```java 1 // Verify with magic link token 2 VerifyPasswordlessOptions verifyOptions = new VerifyPasswordlessOptions(); 3 verifyOptions.setLinkToken(linkToken); // Magic link token 4 // verifyOptions.setAuthRequestId(authRequestId); // optional if same-origin enforcement enabled 5 6 VerifyPasswordLessResponse verifyResponse = passwordlessClient.verifyPasswordlessEmail(verifyOptions); 7 8 // User verified successfully 9 String userEmail = verifyResponse.getEmail(); ``` - cURL Request ```diff curl -L '/api/v1/passwordless/email/verify' \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer eyJhbGciOiJSUzI1NiIsIm..' \ -d '{ "link_token": "a4143d8f-...c846ed91e_l", "auth_request_id": "YC4QR-dVZVtNNVHcHwrnHNDV..." // (optional) }' ``` Request parameters | Parameters | Required | Description | | ----------------- | -------- | ------------------------------------------------------------------------ | | `link_token` | Yes | The link token received by the user string | | `auth_request_id` | No | The request ID you received when the verification email was sent. string | Auth request ID If you use Magic Link or Magic Link & OTP and have enabled same browser origin enforcement in the Scalekit dashboard, it is required to include the auth request ID in your request. Response parameters | Parameters | Description | | ------------------- | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordless_type` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | - Node.js ```js 1 // User clicks the magic link in their email 2 // Example magic link: https://yourapp.com/passwordless/verify?link_token=a4143d8f-d13d-415c-8f5a-5a5c846ed91e_l 3 4 // 2. Express endpoint to handle the magic link verification 5 app.get('/passwordless/verify', async (req, res) => { 6 const { link_token } = req.query; 7 8 try { 9 // 3. Verify the magic link token with Scalekit 10 const verifyResponse = await scalekit.passwordless 11 .verifyPasswordlessEmail( 12 { linkToken: link_token }, 13 authRequestId // (optional) sendResponse.authRequestId 14 ); 7 collapsed lines 15 16 // 4. Successfully log the user in 17 // Set session/token and redirect to dashboard 18 res.redirect('/dashboard'); 19 } catch (error) { 20 res.status(400).json({ 21 error: 'The magic link is invalid or has expired. Please request a new verification link.' 22 }); 23 } 24 }); 25 26 // verifyResponse = { 27 // "email": "saifshine7@gmail.com", 28 // "state": "jAy-state1-gM4fdZdV22nqm6Q_j..", 29 // "template": "SIGNIN", 30 // "passwordless_type": "OTP" | "LINK" | "LINK_OTP" 31 // } ``` Request parameters | Parameters | Required | Description | | ------------------- | -------- | ---------------------------------------------------------------------------------- | | `options.linkToken` | Yes | The link token received by the user string | | `authRequestId` | No | The unique identifier for the authentication request that was sent earlier. string | Auth request ID If you use Magic Link or Magic Link & OTP and have enabled same browser origin enforcement in the Scalekit dashboard, it is required to include the auth request ID in your request. Response parameters | Parameters | Description | | ------------------ | ----------------------------------------------------------------------------------------------------- | | `email` | The email address of the user string | | `state` | The state parameter that was passed in the original request string | | `template` | The template that was used for the verification code string | | `passwordlessType` | The type of magic link and OTP authentication. Currently supports `OTP`, `LINK` and `LINK_OTP` string | - Python ```python 1 # Verify with magic link token 2 verify_response = client.passwordless.verify_passwordless_email( 3 link_token=link_token, # Magic link token from URL 4 # auth_request_id=auth_request_id, # optional if same-origin enforcement enabled 5 ) 6 7 # User verified successfully 8 user_email = verify_response[0].email ``` - Go ```go 1 verifyResponse, err := scalekitClient.Passwordless().VerifyPasswordlessEmail( 2 ctx, 3 &scalekit.VerifyPasswordlessOptions{ 4 LinkToken: linkToken, // Magic link token 5 }, 6 ) 7 8 if err != nil { 9 // Handle error 10 return 11 } 12 13 // User verified successfully 14 userEmail := verifyResponse.Email ``` - Java ```java 1 // Verify with magic link token 2 VerifyPasswordlessOptions verifyOptions = new VerifyPasswordlessOptions(); 3 verifyOptions.setLinkToken(linkToken); // Magic link token 4 // verifyOptions.setAuthRequestId(authRequestId); // optional if same-origin enforcement enabled 5 6 VerifyPasswordLessResponse verifyResponse = passwordlessClient.verifyPasswordlessEmail(verifyOptions); 7 8 // User verified successfully 9 String userEmail = verifyResponse.getEmail(); ``` Validation attempt limits To protect your application, Scalekit allows a user only **five** attempts to enter the correct OTP within a ten-minute window. If the user exceeds this limit for an `auth_request_id`, the `/passwordless/email/verify` endpoint returns an **HTTP 429 Too Many Requests** error. To continue, the user must restart the authentication flow. You’ve successfully implemented Magic link & OTP authentication in your application. Users can now sign in securely without passwords by entering a verification code (OTP) or clicking a magic link sent to their email. --- # DOCUMENT BOUNDARY --- # Quickstart: Deploy Scalekit on Kubernetes > Deploy Scalekit on Kubernetes in minutes using bundled databases and a single values.yaml file. Get Scalekit running on Kubernetes quickly through the Scalekit distribution portal. This guide uses bundled PostgreSQL and Redis and auto-creates Kubernetes secrets from your `values.yaml`. No external databases or `kubectl secret` commands are needed. ## Before you start [Section titled “Before you start”](#before-you-start) | Requirement | Notes | | ----------------------- | -------------------------------------------------------------------------- | | `kubectl` 1.27+ | Configured against your target cluster | | Helm 3.12+ | Run `helm version` to verify | | Domain | Subdomains `app.` and `auth.` must resolve to your cluster | | Gateway class | A GatewayClass must be installed on your cluster | | TLS certificate | Attached via a gateway annotation (GCP cert map, cert-manager, etc.) | | SMTP credentials | Any provider; Postmark and SendGrid have first-class support | | Registry token | From the Scalekit distribution portal (see step 1) | | `openssl` and `python3` | To generate webhook credentials in step 2 | *** 1. ### Get a registry token [Section titled “Get a registry token”](#get-a-registry-token) Log in to the Scalekit distribution portal and create a Personal Access Token. This token authenticates your cluster to pull Scalekit images from the Scalekit container registry. Copy the token — it is shown only once. Note the expiry date and rotate before it lapses to avoid `ImagePullBackOff` errors on new deployments. 2. ### Generate webhook credentials [Section titled “Generate webhook credentials”](#generate-webhook-credentials) Run these commands to produce a JWT secret and a signed API token. Copy both output lines. You will paste them into `values.yaml` in the next step. ```bash 1 export JWT_SECRET=$(openssl rand -base64 32) 2 echo "jwtSecret: $JWT_SECRET" 3 4 python3 << 'EOF' 5 import base64, hashlib, hmac as _hmac, json, os, secrets, string, time 6 7 secret = os.environ['JWT_SECRET'] 8 chars = string.ascii_letters + string.digits 9 sub = 'org_' + ''.join(secrets.choice(chars) for _ in range(22)) 10 now = int(time.time()) 11 exp = now + 315360000 12 13 h = base64.urlsafe_b64encode(json.dumps({'alg':'HS256','typ':'JWT'}, separators=(',',':')).encode()).rstrip(b'=').decode() 14 p = base64.urlsafe_b64encode(json.dumps({'iat':now,'exp':exp,'nbf':now,'iss':'svix-server','sub':sub}, separators=(',',':')).encode()).rstrip(b'=').decode() 15 msg = f'{h}.{p}' 16 sig = base64.urlsafe_b64encode(_hmac.new(secret.encode(), msg.encode(), hashlib.sha256).digest()).rstrip(b'=').decode() 17 print(f'apiToken: {msg}.{sig}') 18 EOF ``` The output looks like: ```plaintext 1 jwtSecret: aB3cD4eF5gH6... 2 apiToken: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9... ``` 3. ### Create values.yaml [Section titled “Create values.yaml”](#create-valuesyaml) Create a `values.yaml` file using the template below. Replace each placeholder with your actual value. values.yaml ```yaml 1 scalekit: 2 config: 3 app: 4 domain: "" # e.g. scalekit.example.com — no scheme or trailing slash 5 seedData: 6 adminUser: 7 firstName: "" 8 lastName: "" 9 email: "" 10 emailServer: 11 settings: 12 fromEmail: "hi@" 13 fromName: "Team " 14 host: "" 15 port: 16 username: "" 17 18 postgresql: 19 enabled: true 20 21 redis: 22 enabled: true 23 24 secrets: 25 create: true 26 svix: 27 jwtSecret: "" 28 apiToken: "" 29 registry: 30 password: "" 31 32 gateway: 33 enabled: true 34 provider: "" # gcp for GKE; other for all other clusters 35 className: "" # e.g. gke-l7-global-external-managed 36 annotations: 37 : "" # e.g. networking.gke.io/certmap: your-cert-map 38 redirectToHttps: true 39 healthCheckPolicy: 40 enabled: true # GKE only — set false for other providers ``` | Field | Description | | --------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `domain` | Base domain. The chart derives `app.` and `auth.` from this. | | `adminUser` | First admin account created on first boot. Use this to log in to the dashboard. | | `emailServer` | SMTP settings for transactional email (invites, magic links, verification codes). The password is provided separately via `secrets.smtp.password` (see [full configuration](/self-hosted/configuration/) for details). | | `secrets.create` | When `true`, the chart creates all required Kubernetes secrets from the values below. | | `secrets.svix` | Webhook service credentials generated in step 2. | | `secrets.registry.password` | Registry access token from step 1. | | `gateway.provider` | Set to `gcp` for GKE to enable GKE-specific resources. Set to `other` for all other providers. | | `gateway.className` | The GatewayClass installed on your cluster. | | `gateway.annotations` | Attach a TLS certificate via your provider’s annotation. | 4. ### Create a deployment in the portal [Section titled “Create a deployment in the portal”](#create-a-deployment-in-the-portal) Deployments are managed through the Scalekit distribution portal. Create the namespace on your cluster first: ```bash 1 kubectl create namespace ``` Then, in the portal: * In the left sidebar, click **Deployments**, then **+ New Deployment** * Select **Scalekit Onprem** and click **Continue** * Set a **Deployment Name** (`scalekit` is recommended) and enter the **Kubernetes Namespace** you just created * Leave **Enable cluster-scoped permissions** checked and click **Continue** * Select the **Version** you want to install * Under **Helm values**, paste the full contents of your `values.yaml` * Click **Create Deployment** The portal shows a **Deployment Created Successfully** screen with a `kubectl apply` command. Click **Copy Command** and run it on your cluster: ```bash 1 kubectl apply -n -f "" ``` This connects your cluster to the portal, which then installs the Helm chart and runs database migrations. 5. ### Update DNS [Section titled “Update DNS”](#update-dns) Once the gateway is provisioned, get its external IP: ```bash 1 kubectl get gateway -n scalekit ``` Copy the address from the `ADDRESS` column. In your DNS provider, create a wildcard `A` record: ```plaintext 1 *. ``` DNS propagation can take a few minutes. Verify with: ```bash 1 dig app. ``` 6. ### Verify [Section titled “Verify”](#verify) ```bash 1 kubectl get pods -n scalekit ``` All pods should show `Running`. Open `https://app.` in a browser and sign in with the admin email you set in `values.yaml`. ## Next steps [Section titled “Next steps”](#next-steps) Next, System requirements will confirm your cluster, databases, and network are ready before you proceed. * Ready for production? Switch to external databases and full secret management. Follow the [installation guide](/self-hosted/installation/). * Review every configuration field in the [configuration reference](/self-hosted/configuration/). * Learn how to upgrade and maintain your deployment in [Upgrades and maintenance](/self-hosted/upgrades/). Not for production The bundled databases have no backups, no replication, and no persistent storage guarantees. For a production deployment with external services and full secret management, follow the [installation guide](/self-hosted/installation/). --- # DOCUMENT BOUNDARY --- # Modular SSO quickstart > Enable enterprise SSO for any customer in minutes with built-in SAML and OIDC integrations Enterprise customers often require Single Sign-On (SSO) support for their applications. Rather than building custom integrations for every identity provider such as Okta, Entra ID, or JumpCloud and managing their OIDC and SAML protocols, you can let Scalekit handle those connections with each of your customer’s identity providers. See a walkthrough of the integration [Play](https://youtube.com/watch?v=I7SZyFhKg-s) Review the authentication sequence After your customer’s identity provider verifies the user, Scalekit forwards the authentication response directly to your application. You receive the verified identity claims and handle all subsequent user management—creating accounts, managing sessions, and controlling access—using your own systems. ![Diagram showing the SSO authentication flow: User initiates login → Scalekit handles protocol translation → Identity Provider authenticates → User gains access to your application](/.netlify/images?url=_astro%2F1.Bj4LD99k.png\&w=4936\&h=3744\&dpl=6a3b904fcb23b100084833a2) This approach gives you maximum flexibility to integrate SSO into existing authentication architectures while offloading the complexity of SAML and OIDC protocol handling to Scalekit. Modular SSO is designed for applications that maintain their own user database and session management. This lightweight integration focuses solely on identity verification, giving you complete control over user data and authentication flows. Choose Modular SSO when you: * Want to manage user records in your own database * Prefer to implement custom session management logic * Need to integrate SSO without changing your existing authentication architecture * Already have existing user management infrastructure Using complete authentication? [Complete authentication](/authenticate/fsa/quickstart/) includes SSO functionality by default. If you’re using complete authentication, you can skip this guide. ### Build with a coding agent * Recommended Terminal ```bash npx @scalekit-inc/cli setup ``` * Global install (for repeated use) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` 1. ## Set up Scalekit [Section titled “Set up Scalekit”](#set-up-scalekit) Use the following instructions to install the SDK for your technology stack. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` Since we will using Modular SSO, you need to disable complete auth: 1. Go to Dashboard > Authentication > General 2. Under “Full-Stack Auth” section, click “Disable Full-Stack Auth” Now you’re ready to start integrating SSO into your app! 2. ## Redirect the users to their enterprise identity provider login page [Section titled “Redirect the users to their enterprise identity provider login page”](#redirect-the-users-to-their-enterprise-identity-provider-login-page) Use the Scalekit SDK to construct authorization URL with your redirect URI and required scopes. Scalekit will automatically redirect the user to the user’s enterprise identity provider login page to authenticate. * Node.js authorization-url.js ```javascript 8 collapsed lines 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new ScalekitClient( 4 '', // Your Scalekit environment URL 5 '', // Unique identifier for your app 6 '', 7 ); 8 9 const options = {}; 10 11 // Specify which SSO connection to use (choose one based on your use case) 12 // These identifiers are evaluated in order of precedence: 13 14 // 1. connectionId (highest precedence) - Use when you know the exact SSO connection 15 options['connectionId'] = 'conn_15696105471768821'; 16 17 // 2. organizationId - Routes to organization's SSO (useful for multi-tenant apps) 18 // If org has multiple connections, the first active one is selected 19 options['organizationId'] = 'org_15421144869927830'; 20 21 // 3. loginHint (lowest precedence) - Extracts domain from email to find connection 22 // Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 23 options['loginHint'] = 'user@example.com'; 24 25 // redirect_uri: Your callback endpoint that receives the authorization code 26 // Must match the URL registered in your Scalekit dashboard 27 const redirectUrl = 'https://your-app.com/auth/callback'; 28 29 const authorizationURL = scalekit.getAuthorizationUrl(redirectUrl, options); 30 // Redirect user to this URL to begin SSO authentication ``` * Python authorization\_url.py ```python 8 collapsed lines 1 from scalekit import ScalekitClient, AuthorizationUrlOptions 2 3 scalekit = ScalekitClient( 4 '', # Your Scalekit environment URL 5 '', # Unique identifier for your app 6 '' 7 ) 8 9 options = AuthorizationUrlOptions() 10 11 # Specify which SSO connection to use (choose one based on your use case) 12 # These identifiers are evaluated in order of precedence: 13 14 # 1. connection_id (highest precedence) - Use when you know the exact SSO connection 15 options.connection_id = 'conn_15696105471768821' 16 17 # 2. organization_id - Routes to organization's SSO (useful for multi-tenant apps) 18 # If org has multiple connections, the first active one is selected 19 options.organization_id = 'org_15421144869927830' 20 21 # 3. login_hint (lowest precedence) - Extracts domain from email to find connection 22 # Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 23 options.login_hint = 'user@example.com' 24 25 # redirect_uri: Your callback endpoint that receives the authorization code 26 # Must match the URL registered in your Scalekit dashboard 27 redirect_uri = 'https://your-app.com/auth/callback' 28 29 authorization_url = scalekit_client.get_authorization_url( 30 redirect_uri=redirect_uri, 31 options=options 32 ) 33 # Redirect user to this URL to begin SSO authentication ``` * Go authorization\_url.go ```go 11 collapsed lines 1 import ( 2 "github.com/scalekit-inc/scalekit-sdk-go" 3 ) 4 5 func main() { 6 scalekitClient := scalekit.NewScalekitClient( 7 "", // Your Scalekit environment URL 8 "", // Unique identifier for your app 9 "" 10 ) 11 12 options := scalekitClient.AuthorizationUrlOptions{} 13 14 // Specify which SSO connection to use (choose one based on your use case) 15 // These identifiers are evaluated in order of precedence: 16 17 // 1. ConnectionId (highest precedence) - Use when you know the exact SSO connection 18 options.ConnectionId = "conn_15696105471768821" 19 20 // 2. OrganizationId - Routes to organization's SSO (useful for multi-tenant apps) 21 // If org has multiple connections, the first active one is selected 22 options.OrganizationId = "org_15421144869927830" 23 24 // 3. LoginHint (lowest precedence) - Extracts domain from email to find connection 25 // Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 26 options.LoginHint = "user@example.com" 27 28 // redirectUrl: Your callback endpoint that receives the authorization code 29 // Must match the URL registered in your Scalekit dashboard 30 redirectUrl := "https://your-app.com/auth/callback" 31 32 authorizationURL := scalekitClient.GetAuthorizationUrl( 33 redirectUrl, 34 options, 35 ) 36 // Redirect user to this URL to begin SSO authentication 37 } ``` * Java AuthorizationUrl.java ```java 1 package com.scalekit; 2 3 import com.scalekit.ScalekitClient; 4 import com.scalekit.internal.http.AuthorizationUrlOptions; 5 6 public class Main { 7 8 public static void main(String[] args) { 9 ScalekitClient scalekitClient = new ScalekitClient( 10 "", // Your Scalekit environment URL 11 "", // Unique identifier for your app 12 "" 13 ); 14 15 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 16 17 // Specify which SSO connection to use (choose one based on your use case) 18 // These identifiers are evaluated in order of precedence: 19 20 // 1. connectionId (highest precedence) - Use when you know the exact SSO connection 21 options.setConnectionId("con_13388706786312310"); 22 23 // 2. organizationId - Routes to organization's SSO (useful for multi-tenant apps) 24 // If org has multiple connections, the first active one is selected 25 options.setOrganizationId("org_13388706786312310"); 26 27 // 3. loginHint (lowest precedence) - Extracts domain from email to find connection 28 // Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 29 options.setLoginHint("user@example.com"); 30 31 // redirectUrl: Your callback endpoint that receives the authorization code 32 // Must match the URL registered in your Scalekit dashboard 33 String redirectUrl = "https://your-app.com/auth/callback"; 34 35 try { 36 String url = scalekitClient 37 .authentication() 38 .getAuthorizationUrl(redirectUrl, options) 39 .toString(); 40 // Redirect user to this URL to begin SSO authentication 41 } catch (Exception e) { 42 System.out.println(e.getMessage()); 43 } 44 } 45 } ``` * Direct URL (No SDK) OAuth2 authorization URL ```sh /oauth/authorize? response_type=code& # OAuth2 authorization code flow client_id=& # Your Scalekit client ID redirect_uri=& # URL-encoded callback URL scope=openid profile email& # "offline_access" is required to receive a refresh token organization_id=org_15421144869927830& # (Optional) Route by organization connection_id=conn_15696105471768821& # (Optional) Specific SSO connection login_hint=user@example.com # (Optional) Extract domain from email ``` **SSO identifiers** (choose one or more, evaluated in order of precedence): * `connection_id` - Direct to specific SSO connection (highest precedence) * `organization_id` - Route to organization’s SSO * `domain_hint` - Lookup connection by domain * `login_hint` - Extract domain from email (lowest precedence). Domain must be registered to the organization (manually via Dashboard or through admin portal when [onboarding an enterprise customer](/sso/guides/onboard-enterprise-customers/)) Example with actual values ```http https://tinotat-dev.scalekit.dev/oauth/authorize? response_type=code& client_id=skc_88036702639096097& redirect_uri=http%3A%2F%2Flocalhost%3A3000%2Fauth%2Fcallback& scope=openid%20profile%20email& organization_id=org_15421144869927830 ``` Enterprise users see their identity provider’s login page. Users verify their identity through the authentication policies set by their organization’s administrator. Post successful verification, the user profile is [normalized](/sso/guides/user-profile-details/) and sent to your app. If your application needs to verify whether an SSO connection exists for a specific domain before proceeding, you can use the [list connections by domain SDK method](/guides/user-auth/check-sso-domain/). For details on how Scalekit determines which SSO connection to use, refer to the [SSO identifier precedence rules](/sso/guides/authorization-url/#parameter-precedence). 3. ## Get user details from the callback [Section titled “Get user details from the callback”](#get-user-details-from-the-callback) After successful authentication, Scalekit redirects to your callback URL with an authorization code. Your application exchanges this code for the user’s profile information and session tokens. 1. Add a callback endpoint in your application (typically `https://your-app.com/auth/callback`) 2. [Register](/guides/dashboard/redirects/#allowed-callback-urls) it in your Scalekit dashboard > Authentication > Redirect URLS > Allowed Callback URLs In authentication flow, Scalekit redirects to your callback URL with an authorization code. Your application exchanges this code for the user’s profile information. * Node.js Fetch user profile ```javascript 1 // Extract authentication parameters from the callback request 2 const { 3 code, 4 error, 5 error_description, 6 idp_initiated_login, 7 connection_id, 8 relay_state 9 } = req.query; 10 11 if (error) { 12 // Handle authentication errors returned from the identity provider 13 } 14 15 // Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 16 17 const result = await scalekit.authenticateWithCode(code, redirectUri); 18 const userEmail = result.user.email; 19 20 // Create a session for the authenticated user and grant appropriate access permissions ``` * Python Fetch user profile ```py 1 # Extract authentication parameters from the callback request 2 code = request.args.get('code') 3 error = request.args.get('error') 4 error_description = request.args.get('error_description') 5 idp_initiated_login = request.args.get('idp_initiated_login') 6 connection_id = request.args.get('connection_id') 7 relay_state = request.args.get('relay_state') 8 9 if error: 10 raise Exception(error_description) 11 12 # Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 13 14 result = scalekit.authenticate_with_code(code, '') 15 16 # Access normalized user profile information 17 user_email = result.user.email 18 19 # Create a session for the authenticated user and grant appropriate access permissions ``` * Go Fetch user profile ```go 1 // Extract authentication parameters from the callback request 2 code := r.URL.Query().Get("code") 3 error := r.URL.Query().Get("error") 4 errorDescription := r.URL.Query().Get("error_description") 5 idpInitiatedLogin := r.URL.Query().Get("idp_initiated_login") 6 connectionID := r.URL.Query().Get("connection_id") 7 relayState := r.URL.Query().Get("relay_state") 8 9 if error != "" { 10 // Handle authentication errors returned from the identity provider 11 } 12 13 // Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 14 15 result, err := scalekitClient.AuthenticateWithCode(r.Context(), code, redirectUrl) 16 17 if err != nil { 18 // Handle token exchange or validation errors 19 } 20 21 // Access normalized user profile information 22 userEmail := result.User.Email 23 24 // Create a session for the authenticated user and grant appropriate access permissions ``` * Java Fetch user profile ```java 1 // Extract authentication parameters from the callback request 2 String code = request.getParameter("code"); 3 String error = request.getParameter("error"); 4 String errorDescription = request.getParameter("error_description"); 5 String idpInitiatedLogin = request.getParameter("idp_initiated_login"); 6 String connectionID = request.getParameter("connection_id"); 7 String relayState = request.getParameter("relay_state"); 8 9 if (error != null && !error.isEmpty()) { 10 // Handle authentication errors returned from the identity provider 11 return; 12 } 13 14 // Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 15 16 try { 17 AuthenticationResponse result = scalekit.authentication().authenticateWithCode(code, redirectUrl); 18 String userEmail = result.getIdTokenClaims().getEmail(); 19 20 // Create a session for the authenticated user and grant appropriate access permissions 21 } catch (Exception e) { 22 // Handle token exchange or validation errors 23 } ``` The `result` object * Node.js Validate tokens ```js 1 // Validate and decode the ID token from the authentication result 2 const idTokenClaims = await scalekit.validateToken(result.idToken); 3 4 // Validate and decode the access token 5 const accessTokenClaims = await scalekit.validateToken(result.accessToken); ``` * Python Validate tokens ```py 1 # Validate and decode the ID token from the authentication result 2 id_token_claims = scalekit_client.validate_token(result["id_token"]) 3 4 # Validate and decode the access token 5 access_token_claims = scalekit_client.validate_token(result["access_token"]) ``` * Go Validate tokens ```go 1 // Create a background context for the API call 2 ctx := context.Background() 3 4 // Validate and decode the access token (uses JWKS from the client) 5 accessTokenClaims, err := scalekitClient.GetAccessTokenClaims(ctx, result.AccessToken) 6 if err != nil { 7 // handle error 8 } ``` * Java Validate tokens ```java 1 // Validate and decode the ID token 2 Map idTokenClaims = scalekitClient.validateToken(result.getIdToken()); 3 4 // Validate and decode the access token 5 Map accessTokenClaims = scalekitClient.validateToken(result.getAccessToken()); ``` - Auth result ```js 1 { 2 user: { 3 email: 'john@example.com', 4 familyName: 'Doe', 5 givenName: 'John', 6 username: 'john@example.com', 7 id: 'conn_70087756662964366;dcc62570-6a5a-4819-b11b-d33d110c7716' 8 }, 9 idToken: 'eyJhbGciOiJSU..bcLQ', 10 accessToken: 'eyJhbGciO..', 11 expiresIn: 899 12 } ``` - ID token (decoded) ```js 1 { 2 iss: '', // Issuer: Scalekit environment URL (must match your environment) 3 aud: [ 'skc_70087756327420046' ], // Audience: Your client ID (must match for validation) 4 azp: 'skc_70087756327420046', // Authorized party: Usually same as aud 5 sub: 'conn_70087756662964366;e964d135-35c7-4a13-a3b4-2579a1cdf4e6', // Subject: Connection ID and IdP user ID (SSO-specific format) 6 oid: 'org_70087756646187150', // Organization ID: User's organization 7 exp: 1758952038, // Expiration: Unix timestamp (validate token hasn't expired) 8 iat: 1758692838, // Issued at: Unix timestamp when token was issued 9 at_hash: 'yMGIBg7BkmIGgD6_dZPEGQ', // Access token hash: For token binding validation 10 c_hash: '4x7qsXnlRw6dRC6twnuENw', // Authorization code hash: For code binding validation 11 amr: [ 'conn_70087756662964366' ], // Authentication method reference: SSO connection ID used for authentication 12 email: 'john@example.com', // User's email address 13 preferred_username: 'john@example.com', // Preferred username (often same as email for SSO) 14 family_name: 'Doe', // User's last name 15 given_name: 'John', // User's first name 16 sid: 'ses_91646612652163629', // Session ID: Links token to user session 17 client_id: 'skc_70087756327420046' // Client ID: Your application identifier 18 } ``` - Access token (decoded) ```js 1 { 2 "iss": "", // Issuer: Scalekit environment URL (must match your environment) 3 "aud": ["skc_70087756327420046"], // Audience: Your client ID (must match for validation) 4 "sub": "conn_70087756662964366;dcc62570-6a5a-4819-b11b-d33d110c7716", // Subject: Connection ID and IdP user ID (SSO-specific format) 5 "exp": 1758693916, // Expiration: Unix timestamp (validate token hasn't expired) 6 "iat": 1758693016, // Issued at: Unix timestamp when token was issued 7 "nbf": 1758693016, // Not before: Unix timestamp (token valid from this time) 8 "jti": "tkn_91646913048216109", // JWT ID: Unique token identifier 9 "client_id": "skc_70087756327420046" // Client ID: Your application identifier 10 } ``` 4. ## Handle IdP-initiated SSO Recommended [Section titled “Handle IdP-initiated SSO ”](#handle-idp-initiated-sso-) When users start the login process from their identity provider’s portal (rather than your application), this is called IdP-initiated SSO. Scalekit converts these requests to secure SP-initiated flows automatically. Your initiate login endpoint receives an `idp_initiated_login` JWT parameter containing the user’s organization and connection details. Decode this token and generate a new authorization URL to complete the authentication flow securely. ```sh https://yourapp.com/login?idp_initiated_login= ``` Configure your initiate login endpoint in [Dashboard > Authentication > Redirects](/guides/dashboard/redirects/#initiate-login-url) * Node.js handle-idp-initiated.js ```javascript 1 // Your initiate login endpoint receives the IdP-initiated login token 2 const { idp_initiated_login, error, error_description } = req.query; 5 collapsed lines 3 4 if (error) { 5 return res.status(400).json({ message: error_description }); 6 } 7 8 // When users start login from their IdP portal, convert to SP-initiated flow 9 if (idp_initiated_login) { 10 // Decode the JWT to extract organization and connection information 11 const claims = await scalekit.getIdpInitiatedLoginClaims(idp_initiated_login); 12 13 const options = { 14 connectionId: claims.connection_id, // Specific SSO connection 15 organizationId: claims.organization_id, // User's organization 16 loginHint: claims.login_hint, // User's email for context 17 state: claims.relay_state // Preserve state from IdP 18 }; 19 20 // Generate authorization URL and redirect to complete authentication 21 const authorizationURL = scalekit.getAuthorizationUrl( 22 'https://your-app.com/auth/callback', 23 options 24 ); 25 26 return res.redirect(authorizationURL); 27 } ``` * Python handle\_idp\_initiated.py ```python 1 # Your initiate login endpoint receives the IdP-initiated login token 2 idp_initiated_login = request.args.get('idp_initiated_login') 3 error = request.args.get('error') 4 error_description = request.args.get('error_description') 4 collapsed lines 5 6 if error: 7 raise Exception(error_description) 8 9 # When users start login from their IdP portal, convert to SP-initiated flow 10 if idp_initiated_login: 11 # Decode the JWT to extract organization and connection information 12 claims = await scalekit.get_idp_initiated_login_claims(idp_initiated_login) 13 14 options = AuthorizationUrlOptions() 15 options.connection_id = claims.get('connection_id') # Specific SSO connection 16 options.organization_id = claims.get('organization_id') # User's organization 17 options.login_hint = claims.get('login_hint') # User's email for context 18 options.state = claims.get('relay_state') # Preserve state from IdP 19 20 # Generate authorization URL and redirect to complete authentication 21 authorization_url = scalekit.get_authorization_url( 22 redirect_uri='https://your-app.com/auth/callback', 23 options=options 24 ) 25 26 return redirect(authorization_url) ``` * Go handle\_idp\_initiated.go ```go 1 // Your initiate login endpoint receives the IdP-initiated login token 2 idpInitiatedLogin := r.URL.Query().Get("idp_initiated_login") 3 errorDesc := r.URL.Query().Get("error_description") 4 5 collapsed lines 5 if errorDesc != "" { 6 http.Error(w, errorDesc, http.StatusBadRequest) 7 return 8 } 9 10 // When users start login from their IdP portal, convert to SP-initiated flow 11 if idpInitiatedLogin != "" { 12 // Decode the JWT to extract organization and connection information 13 claims, err := scalekitClient.GetIdpInitiatedLoginClaims(r.Context(), idpInitiatedLogin) 14 if err != nil { 15 http.Error(w, err.Error(), http.StatusInternalServerError) 16 return 17 } 18 19 options := scalekit.AuthorizationUrlOptions{ 20 ConnectionId: claims.ConnectionID, // Specific SSO connection 21 OrganizationId: claims.OrganizationID, // User's organization 22 LoginHint: claims.LoginHint, // User's email for context 23 } 24 25 // Generate authorization URL and redirect to complete authentication 26 authUrl, err := scalekitClient.GetAuthorizationUrl( 27 "https://your-app.com/auth/callback", 28 options 29 ) 8 collapsed lines 30 31 if err != nil { 32 http.Error(w, err.Error(), http.StatusInternalServerError) 33 return 34 } 35 36 http.Redirect(w, r, authUrl.String(), http.StatusFound) 37 } ``` * Java HandleIdpInitiated.java ```java 1 // Your initiate login endpoint receives the IdP-initiated login token 2 @GetMapping("/login") 3 public RedirectView handleInitiateLogin( 4 @RequestParam(required = false, name = "idp_initiated_login") String idpInitiatedLoginToken, 5 @RequestParam(required = false) String error, 6 @RequestParam(required = false, name = "error_description") String errorDescription, 7 HttpServletResponse response) throws IOException { 8 9 if (error != null) { 10 response.sendError(HttpStatus.BAD_REQUEST.value(), errorDescription); 11 return null; 12 } 13 14 // When users start login from their IdP portal, convert to SP-initiated flow 15 if (idpInitiatedLoginToken != null) { 16 // Decode the JWT to extract organization and connection information 17 IdpInitiatedLoginClaims claims = scalekit 18 .authentication() 19 .getIdpInitiatedLoginClaims(idpInitiatedLoginToken); 20 21 if (claims == null) { 22 response.sendError(HttpStatus.BAD_REQUEST.value(), "Invalid token"); 23 return null; 24 } 25 26 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 27 options.setConnectionId(claims.getConnectionID()); // Specific SSO connection 28 options.setOrganizationId(claims.getOrganizationID()); // User's organization 29 options.setLoginHint(claims.getLoginHint()); // User's email for context 30 31 // Generate authorization URL and redirect to complete authentication 32 String authUrl = scalekit 33 .authentication() 34 .getAuthorizationUrl("https://your-app.com/auth/callback", options) 35 .toString(); 36 37 response.sendRedirect(authUrl); 38 return null; 39 } 40 41 return null; 42 } ``` This approach provides enhanced security by converting IdP-initiated requests to standard SP-initiated flows, protecting against SAML assertion theft and replay attacks. Learn more: [IdP-initiated SSO implementation guide](/sso/guides/idp-init-sso/) 5. ## Test your SSO integration [Section titled “Test your SSO integration”](#test-your-sso-integration) Validate your implementation using the **IdP Simulator** and **Test Organization** included in your development environment. Test all three scenarios before deploying to production. Your environment includes a pre-configured test organization (found in **Dashboard > Organizations**) with domains like `@example.com` and `@example.org` for testing. Pass one of the following connection selectors in your authorization URL: * Email address with `@example.com` or `@example.org` domain * Test organization’s connection ID * Organization ID This opens the SSO login page (IdP Simulator) that simulates your customer’s identity provider login experience. ![IdP Simulator](/.netlify/images?url=_astro%2F2.1.BEM1Vo-J.png\&w=2646\&h=1652\&dpl=6a3b904fcb23b100084833a2) For detailed testing instructions and scenarios, see our [Complete SSO testing guide](/sso/guides/test-sso/) 6. ## Set up SSO with your existing authentication system [Section titled “Set up SSO with your existing authentication system”](#set-up-sso-with-your-existing-authentication-system) Many applications already use an authentication provider such as Auth0, Firebase, or AWS Cognito. To enable single sign-on (SSO) using Scalekit, configure Scalekit to work with your current authentication provider. ### Auth0 Integrate Scalekit with Auth0 for enterprise SSO [Know more →](/guides/integrations/auth-systems/auth0) ### Firebase Auth Add enterprise authentication to Firebase projects [Know more →](/guides/integrations/auth-systems/firebase) ### AWS Cognito Configure Scalekit with AWS Cognito user pools [Know more →](/guides/integrations/auth-systems/aws-cognito) 7. ## Onboard enterprise customers [Section titled “Onboard enterprise customers”](#onboard-enterprise-customers) Enable SSO for your enterprise customers by creating an organization in Scalekit and providing them access to the Admin Portal. Your customers configure their identity provider settings themselves through a self-service portal. **Create an organization** for your customer in [Dashboard > Organizations](https://app.scalekit.com/organizations), then provide Admin Portal access using one of these methods: * Shareable link Generate a secure link your customer can use to access the Admin Portal: generate-portal-link.js ```javascript // Generate a one-time Admin Portal link for your customer const portalLink = await scalekit.organization.generatePortalLink( 'org_32656XXXXXX0438' // Your customer's organization ID ); // Share this link with your customer's IT admin via email or messaging // Example: '/magicLink/8930509d-68cf-4e2c-8c6d-94d2b5e2db43 console.log('Admin Portal URL:', portalLink.location); ``` Send this link to your customer’s IT administrator through email, Slack, or your preferred communication channel. They can configure their SSO connection without any developer involvement. * Embedded portal Embed the Admin Portal directly in your application using an iframe: embed-portal.js ```javascript // Generate a secure portal link at runtime const portalLink = await scalekit.organization.generatePortalLink(orgId); // Return the link to your frontend to embed in an iframe res.json({ portalUrl: portalLink.location }); ``` admin-settings.html ```html ``` Customers configure SSO without leaving your application, maintaining a consistent user experience. Learn more: [Embedded Admin Portal guide](/guides/admin-portal/#embed-the-admin-portal) **Enable domain verification** for seamless user experience. Once your customer verifies their domain (e.g., `@megacorp.org`), users can sign in without selecting their organization. Scalekit automatically routes them to the correct identity provider based on their email domain. **Pre-check SSO availability** before redirecting users. This prevents failed redirects when a user’s domain doesn’t have SSO configured: * Node.js check-sso-availability.js ```javascript 1 // Extract domain from user's email address 2 const domain = email.split('@')[1].toLowerCase(); // e.g., "megacorp.org" 3 4 // Check if domain has an active SSO connection 5 const connections = await scalekit.connections.listConnectionsByDomain({ 6 domain 7 }); 8 9 if (connections.length > 0) { 10 // Domain has SSO configured - redirect to identity provider 11 const authUrl = scalekit.getAuthorizationUrl(redirectUri, { 12 domainHint: domain // Automatically routes to correct IdP 13 }); 14 return res.redirect(authUrl); 15 } else { 16 // No SSO for this domain - show alternative login methods 17 return showPasswordlessLogin(); 18 } ``` * Python check\_sso\_availability.py ```python 1 # Extract domain from user's email address 2 domain = email.split('@')[1].lower() # e.g., "megacorp.org" 3 4 # Check if domain has an active SSO connection 5 connections = scalekit_client.connections.list_connections_by_domain( 6 domain=domain 7 ) 8 9 if len(connections) > 0: 10 # Domain has SSO configured - redirect to identity provider 11 options = AuthorizationUrlOptions() 12 options.domain_hint = domain # Automatically routes to correct IdP 13 14 auth_url = scalekit_client.get_authorization_url( 15 redirect_uri=redirect_uri, 16 options=options 17 ) 18 return redirect(auth_url) 19 else: 20 # No SSO for this domain - show alternative login methods 21 return show_passwordless_login() ``` * Go check\_sso\_availability.go ```go 1 // Extract domain from user's email address 2 parts := strings.Split(email, "@") 3 domain := strings.ToLower(parts[1]) // e.g., "megacorp.org" 4 5 // Check if domain has an active SSO connection 6 connections, err := scalekitClient.Connections.ListConnectionsByDomain(domain) 7 if err != nil { 8 // Handle error 9 return err 10 } 11 12 if len(connections) > 0 { 13 // Domain has SSO configured - redirect to identity provider 14 options := scalekit.AuthorizationUrlOptions{ 15 DomainHint: domain, // Automatically routes to correct IdP 16 } 17 18 authUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options) 19 if err != nil { 20 return err 21 } 22 23 c.Redirect(http.StatusFound, authUrl.String()) 24 } else { 25 // No SSO for this domain - show alternative login methods 26 return showPasswordlessLogin() 27 } ``` * Java CheckSsoAvailability.java ```java 1 // Extract domain from user's email address 2 String[] parts = email.split("@"); 3 String domain = parts[1].toLowerCase(); // e.g., "megacorp.org" 4 5 // Check if domain has an active SSO connection 6 List connections = scalekitClient 7 .connections() 8 .listConnectionsByDomain(domain); 9 10 if (connections.size() > 0) { 11 // Domain has SSO configured - redirect to identity provider 12 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 13 options.setDomainHint(domain); // Automatically routes to correct IdP 14 15 String authUrl = scalekitClient 16 .authentication() 17 .getAuthorizationUrl(redirectUri, options) 18 .toString(); 19 20 return new RedirectView(authUrl); 21 } else { 22 // No SSO for this domain - show alternative login methods 23 return showPasswordlessLogin(); 24 } ``` This check ensures users only see SSO options when available, improving the login experience and reducing confusion. --- # DOCUMENT BOUNDARY --- # AgentKit code samples > Full working examples showing how to integrate AgentKit with popular AI frameworks and agent platforms. Each example builds a working agent that reads a user’s Gmail inbox using Scalekit-authenticated tools. ## No agent loop to build [Section titled “No agent loop to build”](#no-agent-loop-to-build) These platforms manage the agent harness for you. Pass a Scalekit MCP URL, describe the task, and the platform handles tool discovery, execution, and session state. [Claude Managed Agents ](/agentkit/examples/claude-managed-agents/)Anthropic runs the agent loop. Pass a Scalekit MCP URL, describe a task, and Claude handles tool discovery, execution, and retries. [OpenClaw ](/agentkit/openclaw/)Conversational agent platform. No code required to connect 50+ services including Gmail, Slack, Notion, and LinkedIn. ## Build your own agent loop [Section titled “Build your own agent loop”](#build-your-own-agent-loop) These integrations give you full control. Fetch Scalekit tool schemas, wire them into your framework, and run the tool-use loop yourself. | Framework | Language | Integration | Notes | | ---------------------------------------------- | --------------- | -------------------- | -------------------------------------------------------------------------------- | | [LangChain](/agentkit/examples/langchain/) | Python | SDK, native adapter | Scalekit returns native LangChain tool objects. No schema reshaping needed. | | [Google ADK](/agentkit/examples/google-adk/) | Python | SDK, native adapter | Scalekit returns native ADK tool objects. No schema reshaping needed. | | [Anthropic](/agentkit/examples/anthropic/) | Python, Node.js | SDK, direct | Tool schemas use `input_schema`, which matches Anthropic’s format exactly. | | [OpenAI](/agentkit/examples/openai/) | Python, Node.js | SDK, direct | Rename `input_schema` to `parameters` to match OpenAI’s function format. | | [Vercel AI SDK](/agentkit/examples/vercel-ai/) | Node.js | SDK, `tool()` helper | Wrap tools with `tool()` and `jsonSchema()`. No manual schema conversion needed. | | [CrewAI](/agentkit/examples/crewai/) | Python | MCP | `MCPServerAdapter` connects to a Scalekit MCP URL. Tool discovery is automatic. | | [Mastra](/agentkit/examples/mastra/) | Node.js | MCP | Native MCP support via `@mastra/mcp`. Tool discovery is automatic. | ## Working examples on GitHub [Section titled “Working examples on GitHub”](#working-examples-on-github) ### [Connect LangChain agents to Gmail](https://github.com/scalekit-inc/sample-langchain-agent) [Securely connect a LangChain agent to Gmail using Scalekit for authentication. Python example for tool authorization.](https://github.com/scalekit-inc/sample-langchain-agent) ### [Connect Google GenAI agents to Gmail](https://github.com/scalekit-inc/google-adk-agent-example) [Build a Google ADK agent that securely accesses Gmail tools. Python example demonstrating Scalekit auth integration.](https://github.com/scalekit-inc/google-adk-agent-example) ### [Connect agents to Slack tools](https://github.com/scalekit-inc/python-connect-demos/tree/main/direct) [Authorize Python agents to use Slack tools with Scalekit. Direct integration example for secure tool access.](https://github.com/scalekit-inc/python-connect-demos/tree/main/direct) ### [Connect CrewAI agents to Gmail](https://github.com/scalekit-developers/crewai-scalekit-example) [Multi-agent email triage crew using CrewAI with Scalekit-authenticated Gmail tools via MCP.](https://github.com/scalekit-developers/crewai-scalekit-example) ### [Meeting prep agent](https://github.com/scalekit-inc/meeting-prep-agent-example) [Pulls context from Google Cal, Gmail, HubSpot, and Slack before each external meeting. Delivers a structured brief in under 60 seconds using delegated user identity.](https://github.com/scalekit-inc/meeting-prep-agent-example) ### [Browse all agent auth examples](https://github.com/scalekit-developers/agent-auth-examples) [A curated collection of working examples showing how to build agents that authenticate and access tools using Scalekit.](https://github.com/scalekit-developers/agent-auth-examples) --- # DOCUMENT BOUNDARY --- # Anthropic > Build an Anthropic agent with Scalekit-authenticated tools. Scalekit returns tool schemas in Anthropic's native format; no conversion needed. Build an agent using Anthropic’s Claude that reads a user’s Gmail inbox. Scalekit returns tool schemas with `input_schema`, the exact format Anthropic’s tool use API expects. ## Install [Section titled “Install”](#install) * Python ```sh 1 pip install scalekit-sdk-python anthropic ``` * Node.js ```sh 1 npm install @scalekit-sdk/node @anthropic-ai/sdk ``` ## Initialize [Section titled “Initialize”](#initialize) * Python ```python 1 import os 2 import scalekit.client 3 import anthropic 4 from google.protobuf.json_format import MessageToDict 5 6 scalekit_client = scalekit.client.ScalekitClient( 7 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 8 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 9 env_url=os.getenv("SCALEKIT_ENV_URL"), 10 ) 11 actions = scalekit_client.actions 12 client = anthropic.Anthropic() ``` * Node.js ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb'; 3 import Anthropic from '@anthropic-ai/sdk'; 4 5 const scalekit = new ScalekitClient( 6 process.env.SCALEKIT_ENV_URL!, 7 process.env.SCALEKIT_CLIENT_ID!, 8 process.env.SCALEKIT_CLIENT_SECRET!, 9 ); 10 const anthropic = new Anthropic(); ``` ## Connect the user to Gmail [Section titled “Connect the user to Gmail”](#connect-the-user-to-gmail) * Python ```python 1 response = actions.get_or_create_connected_account( 2 connection_name="gmail", 3 identifier="user_123", 4 ) 5 if response.connected_account.status != "ACTIVE": 6 link = actions.get_authorization_link(connection_name="gmail", identifier="user_123") 7 print("Authorize Gmail:", link.link) 8 input("Press Enter after authorizing...") ``` * Node.js ```typescript 1 const { connectedAccount } = await scalekit.actions.getOrCreateConnectedAccount({ 2 connectionName: 'gmail', 3 identifier: 'user_123', 4 }); 5 if (connectedAccount?.status !== ConnectorStatus.ACTIVE) { 6 const { link } = await scalekit.actions.getAuthorizationLink({ connectionName: 'gmail', identifier: 'user_123' }); 7 console.log('Authorize Gmail:', link); 8 } ``` See [Authorize a user](/agentkit/tools/authorize/) for production auth handling. ## Run the agent [Section titled “Run the agent”](#run-the-agent) Fetch tools scoped to this user, then run the full Claude tool-use loop: * Python ```python 1 # Fetch tools scoped to this user 2 scoped_response, _ = actions.tools.list_scoped_tools( 3 identifier="user_123", 4 filter={"connection_names": ["gmail"]}, 5 page_size=100, # fetch beyond the default page so no connector tools are missed 6 ) 7 llm_tools = [ 8 { 9 "name": MessageToDict(t.tool).get("definition", {}).get("name"), 10 "description": MessageToDict(t.tool).get("definition", {}).get("description", ""), 11 "input_schema": MessageToDict(t.tool).get("definition", {}).get("input_schema", {}), 12 } 13 for t in scoped_response.tools 14 ] 15 16 # Run the agent loop 17 messages = [{"role": "user", "content": "Fetch my last 5 unread emails and summarize them"}] 18 19 while True: 20 response = client.messages.create( 21 model="claude-sonnet-4-6", 22 max_tokens=1024, 23 tools=llm_tools, 24 messages=messages, 25 ) 26 if response.stop_reason == "end_turn": 27 print(response.content[0].text) 28 break 29 30 tool_results = [] 31 for block in response.content: 32 if block.type == "tool_use": 33 result = actions.execute_tool( 34 tool_name=block.name, 35 identifier="user_123", 36 tool_input=block.input, 37 ) 38 tool_results.append({ 39 "type": "tool_result", 40 "tool_use_id": block.id, 41 "content": str(result.data), 42 }) 43 44 messages.append({"role": "assistant", "content": response.content}) 45 messages.append({"role": "user", "content": tool_results}) ``` * Node.js ```typescript 1 // Fetch tools scoped to this user 2 const { tools } = await scalekit.tools.listScopedTools('user_123', { 3 filter: { connectionNames: ['gmail'] }, 4 pageSize: 100, // fetch beyond the default page so no connector tools are missed 5 }); 6 const llmTools = tools.map(t => ({ 7 name: t.tool.definition.name, 8 description: t.tool.definition.description, 9 input_schema: t.tool.definition.input_schema, 10 })); 11 12 // Run the agent loop 13 const messages: Anthropic.MessageParam[] = [ 14 { role: 'user', content: 'Fetch my last 5 unread emails and summarize them' }, 15 ]; 16 17 while (true) { 18 const response = await anthropic.messages.create({ 19 model: 'claude-sonnet-4-6', 20 max_tokens: 1024, 21 tools: llmTools, 22 messages, 23 }); 24 25 if (response.stop_reason === 'end_turn') { 26 const text = response.content.find(b => b.type === 'text'); 27 if (text?.type === 'text') console.log(text.text); 28 break; 29 } 30 31 const toolResults: Anthropic.ToolResultBlockParam[] = []; 32 for (const block of response.content) { 33 if (block.type === 'tool_use') { 34 const result = await scalekit.actions.executeTool({ 35 toolName: block.name, 36 identifier: 'user_123', 37 toolInput: block.input as Record, 38 }); 39 toolResults.push({ type: 'tool_result', tool_use_id: block.id, content: JSON.stringify(result.data) }); 40 } 41 } 42 messages.push({ role: 'assistant', content: response.content }); 43 messages.push({ role: 'user', content: toolResults }); 44 } ``` ## Use MCP instead [Section titled “Use MCP instead”](#use-mcp-instead) Claude Desktop and other Anthropic-compatible MCP hosts connect directly to Scalekit MCP URLs. Add the URL to your MCP host config: ```json 1 { 2 "mcpServers": { 3 "scalekit": { 4 "transport": "streamable-http", 5 "url": "your-scalekit-mcp-url" 6 } 7 } 8 } ``` For programmatic use, connect via any MCP client library and pass tools to `anthropic.messages.create`. See [Virtual MCP Servers](/agentkit/mcp/overview/) for setup details and the URL. --- # DOCUMENT BOUNDARY --- # Claude Managed Agents > Run Claude Managed Agents with Scalekit-authenticated tools using Virtual MCP Servers and Anthropic vaults. 🚀 Complete working demo on GitHub Browse the full source for this guide at [Github](https://github.com/scalekit-inc/python-connect-demos/tree/main/claude-managed-agents). Run a background agent that reads Gmail and creates Google Calendar events — without managing any agent loop. Anthropic handles tool discovery, execution, retries, and session state. You provide the task. Scalekit connects the agent to user-authorized tools via a [Virtual MCP Server](/agentkit/mcp/overview/). Before each run, you mint a short-lived session token and store it in an Anthropic vault. The agent accesses the MCP server using the vault credential. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) * A Scalekit account with Gmail and Google Calendar connections configured. See [Configure a connection](/agentkit/connections/). * An [Anthropic API key](https://platform.anthropic.com/settings/keys) with access to the Managed Agents beta. * An Anthropic environment ID set as `ANTHROPIC_ENVIRONMENT_ID`. ## How it works [Section titled “How it works”](#how-it-works) The flow has three phases: 1. **Build** (one-time) — Create a Virtual MCP Server and a Claude Managed Agent. Save `mcp_id` and `agent_id`. 2. **Authorize user for external connections** (once per user) — Authorize the user’s Gmail and Google Calendar accounts. 3. **Run a session** (per agent run) — Check connections, mint a session token, store it in an Anthropic vault, and start a session. ## Install [Section titled “Install”](#install) ```sh 1 pip install anthropic scalekit-sdk-python python-dotenv ``` ## Build [Section titled “Build”](#build) Run this once to create your Virtual MCP Server and Claude Managed Agent. Save the returned `mcp_id` and `agent_id` — you reuse them for every user and every session. builder.py ```python 1 import os 2 import anthropic 3 from scalekit import ScalekitClient 4 from scalekit.actions.models.mcp_config import McpConfigConnectionToolMapping 5 from dotenv import load_dotenv 6 7 load_dotenv() 8 9 anthropic_client = anthropic.Anthropic() 10 scalekit_client = ScalekitClient( 11 env_url=os.environ["SCALEKIT_ENV_URL"], 12 client_id=os.environ["SCALEKIT_CLIENT_ID"], 13 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"], 14 ) 15 16 GMAIL_TOOLS = ["gmail_fetch_mails"] 17 GCAL_TOOLS = [ 18 "googlecalendar_list_calendars", 19 "googlecalendar_list_events", 20 "googlecalendar_get_event_by_id", 21 "googlecalendar_create_event", 22 "googlecalendar_update_event", 23 ] 24 25 vmcp_response = scalekit_client.actions.mcp.create_config( 26 name="email-calendar-demo", 27 connection_tool_mappings=[ 28 McpConfigConnectionToolMapping( 29 connection_name="gmail", 30 tools=GMAIL_TOOLS, 31 ), 32 McpConfigConnectionToolMapping( 33 connection_name="googlecalendar", 34 tools=GCAL_TOOLS, 35 ), 36 ], 37 ) 38 39 mcp_id = vmcp_response.config.id 40 mcp_server_url = vmcp_response.config.mcp_server_url 41 42 agent = anthropic_client.beta.agents.create( 43 name="Email Meeting Manager", 44 model="claude-haiku-4-5-20251001", 45 system=( 46 "You are an email and calendar assistant. When invoked, you will:\n" 47 "1. Fetch the single most recent unread email from Gmail.\n" 48 "2. Summarize it in 2-3 sentences.\n" 49 "3. Create a Google Calendar event titled 'Action Required: ' " 50 "with your summary as the description." 51 ), 52 mcp_servers=[ 53 { 54 "type": "url", 55 "name": "email-calendar-mcp", 56 "url": mcp_server_url, 57 } 58 ], 59 tools=[ 60 {"type": "agent_toolset_20260401", "default_config": {"enabled": True}}, 61 { 62 "type": "mcp_toolset", 63 "mcp_server_name": "email-calendar-mcp", 64 "default_config": { 65 "enabled": True, 66 "permission_policy": {"type": "always_allow"}, 67 }, 68 }, 69 ], 70 ) 71 72 print("Virtual MCP ID:", mcp_id) 73 print("Agent ID: ", agent.id) ``` The agent definition references the `mcp_server_url` but carries no auth credentials. Authentication is injected at runtime via the Anthropic vault. ## Authorize user for external connections [Section titled “Authorize user for external connections”](#authorize-user-for-external-connections) Each user authorizes their Gmail and Google Calendar accounts once. All future agent sessions for that user reuse those connections. executor\_setup.py ```python 1 import os 2 from scalekit import ScalekitClient 3 from dotenv import load_dotenv 4 5 load_dotenv() 6 7 scalekit_client = ScalekitClient( 8 env_url=os.environ["SCALEKIT_ENV_URL"], 9 client_id=os.environ["SCALEKIT_CLIENT_ID"], 10 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"], 11 ) 12 13 # Retrieve mcp_id by listing Virtual MCP Servers filtered by name to use below 14 accounts_response = scalekit_client.actions.mcp.list_mcp_connected_accounts( 15 config_id=mcp_id, 16 identifier=identifier, # your app's unique user ID 17 ) 18 19 for account in accounts_response.connected_accounts: 20 if account.connected_account_status != "ACTIVE": 21 auth_response = scalekit_client.actions.get_authorization_link( 22 identifier=identifier, 23 connection_name=account.connection_name, 24 ) 25 print(f"{account.connection_name} needs auth: {auth_response.link}") 26 else: 27 print(f"✓ {account.connection_name} — {account.connected_account_status}") ``` Surface the auth link in your app UI or send it via email. Users only need to do this once. ## Run a session [Section titled “Run a session”](#run-a-session) Run the following for each agent execution. 1. ## Check that connections are active [Section titled “Check that connections are active”](#check-that-connections-are-active) Before minting a token, confirm all connections are still `"ACTIVE"`. OAuth tokens for connected accounts can expire or be revoked. executor.py ```python 1 accounts_response = scalekit_client.actions.mcp.list_mcp_connected_accounts( 2 config_id=mcp_id, 3 identifier=identifier, 4 ) 5 inactive = [ 6 a.connection_name 7 for a in accounts_response.connected_accounts 8 if a.connected_account_status != "ACTIVE" 9 ] 10 if inactive: 11 print("Inactive connections:", inactive) 12 # Prompt the user to re-authorize before proceeding ``` 2. ## Mint a session token and store in vault [Section titled “Mint a session token and store in vault”](#mint-a-session-token-and-store-in-vault) Mint a short-lived session token and store it in an Anthropic vault. Claude Managed Agents access the MCP server using the vault credential — not a direct bearer header. executor.py ```python 1 from datetime import timedelta 2 3 configs_response = scalekit_client.actions.mcp.list_configs(filter_id=mcp_id) 4 mcp_server_url = configs_response.configs[0].mcp_server_url 5 6 token_response = scalekit_client.actions.mcp.create_session_token( 7 mcp_config_id=mcp_id, 8 identifier=identifier, 9 expiry=timedelta(hours=1), 10 ) 11 token = token_response.token 12 13 # Create vault and credential on first run; update the token on subsequent runs 14 if vault_id and credential_id: 15 anthropic_client.beta.vaults.credentials.update( 16 credential_id, 17 vault_id=vault_id, 18 auth={"type": "static_bearer", "token": token}, 19 ) 20 else: 21 vault = anthropic_client.beta.vaults.create(display_name="email-calendar-vault") 22 vault_id = vault.id 23 credential = anthropic_client.beta.vaults.credentials.create( 24 vault_id, 25 display_name="email-calendar-credential", 26 auth={ 27 "type": "static_bearer", 28 "mcp_server_url": mcp_server_url, 29 "token": token, 30 }, 31 ) 32 credential_id = credential.id ``` 3. ## Start the session [Section titled “Start the session”](#start-the-session) Pass `vault_ids` to the session so the agent can authenticate against the MCP server. executor.py ```python 1 session = anthropic_client.beta.sessions.create( 2 agent=agent_id, 3 environment_id=os.environ["ANTHROPIC_ENVIRONMENT_ID"], 4 vault_ids=[vault_id], 5 ) 6 7 with anthropic_client.beta.sessions.events.stream(session_id=session.id) as stream: 8 anthropic_client.beta.sessions.events.send( 9 session_id=session.id, 10 events=[{"type": "user.message", "content": [{"type": "text", "text": prompt}]}], 11 ) 12 for event in stream: 13 if event.type == "agent.message": 14 for block in event.content: 15 if block.type == "text": 16 print(block.text, end="", flush=True) 17 elif event.type == "agent.mcp_tool_use": 18 print(f"\n→ {event.name}", flush=True) 19 elif event.type in ("session.status_idle", "session.status_terminated"): 20 break ``` --- # DOCUMENT BOUNDARY --- # CrewAI > Build a CrewAI agent with Scalekit-authenticated Gmail tools via MCP. CrewAI's MCPServerAdapter connects to a Scalekit MCP URL for automatic tool discovery. Build a CrewAI agent that reads a user’s Gmail inbox. Scalekit handles OAuth, token storage, and exposes tools over MCP. CrewAI’s `MCPServerAdapter` discovers the tools automatically — no manual schema conversion needed. [Full code on GitHub ](https://github.com/scalekit-developers/crewai-scalekit-example) ## Install [Section titled “Install”](#install) ```sh 1 pip install crewai crewai-tools scalekit-sdk-python python-dotenv ``` ## Initialize [Section titled “Initialize”](#initialize) ```python 1 import os 2 from scalekit import ScalekitClient 3 from dotenv import find_dotenv, load_dotenv 4 5 load_dotenv(find_dotenv()) 6 7 scalekit_client = ScalekitClient( 8 env_url=os.environ["SCALEKIT_ENV_URL"], 9 client_id=os.environ["SCALEKIT_CLIENT_ID"], 10 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"], 11 ) 12 actions = scalekit_client.actions ``` ## Connect the user to Gmail [Section titled “Connect the user to Gmail”](#connect-the-user-to-gmail) ```python 1 response = actions.get_or_create_connected_account( 2 connection_name="gmail", 3 identifier="user_123", 4 ) 5 if response.connected_account.status != "ACTIVE": 6 link = actions.get_authorization_link(connection_name="gmail", identifier="user_123") 7 print("Authorize Gmail:", link.link) 8 input("Press Enter after authorizing...") ``` See [Authorize a user](/agentkit/tools/authorize/) for production auth handling. ## Build and run the agent [Section titled “Build and run the agent”](#build-and-run-the-agent) Get the Virtual MCP Server URL and mint a session token, then pass both to `MCPServerAdapter`. CrewAI discovers all available Gmail tools from the MCP server: ```python 1 from crewai import Agent, Crew, LLM, Task 2 from crewai_tools import MCPServerAdapter 3 from datetime import timedelta 4 5 # Retrieve config_id by listing Virtual MCP Servers filtered by name 6 list_response = actions.mcp.list_configs(filter_name="gmail-user-tools") 7 mcp_server_url = list_response.configs[0].mcp_server_url 8 mcp_id = list_response.configs[0].id 9 10 token_response = actions.mcp.create_session_token( 11 mcp_config_id=mcp_id, 12 identifier="user_123", 13 expiry=timedelta(hours=1), 14 ) 15 16 with MCPServerAdapter({ 17 "url": mcp_server_url, 18 "headers": {"Authorization": f"Bearer {token_response.token}"}, 19 "transport": "streamable-http", 20 }) as tools: 21 agent = Agent( 22 role="Email Assistant", 23 goal="Fetch and summarize the user's unread emails", 24 backstory="You are a helpful assistant with access to the user's Gmail inbox.", 25 tools=tools, 26 llm=LLM( 27 model=os.getenv("LLM_MODEL", "gpt-4o"), 28 base_url=os.getenv("OPENAI_BASE_URL"), 29 api_key=os.getenv("OPENAI_API_KEY"), 30 ), 31 verbose=True, 32 ) 33 34 task = Task( 35 description="Fetch the last 5 unread emails and provide a brief summary of each.", 36 expected_output="A list of 5 unread emails with subject, sender, and a one-sentence summary.", 37 agent=agent, 38 ) 39 40 result = Crew(agents=[agent], tasks=[task]).kickoff() 41 print(result) ``` Nullable schema fields Some Scalekit tool schemas include nullable types (`{"type": ["string", "null"]}`) that CrewAI’s schema converter doesn’t handle out of the box. If you see a `TypeError` during tool parsing, apply the [schema patch](https://github.com/scalekit-developers/crewai-scalekit-example/blob/main/agent.py#L28-L43) at the top of your script. ## Multi-agent crew [Section titled “Multi-agent crew”](#multi-agent-crew) CrewAI’s real strength is multi-agent orchestration. For a full example that splits email triage across three specialized agents (scanner, prioritizer, drafter), see the [CrewAI email triage cookbook](/cookbooks/crewai-agentkit-email-triage/). ## Get the MCP server URL [Section titled “Get the MCP server URL”](#get-the-mcp-server-url) The code above reads `mcp_server_url` from a Virtual MCP Server config. Create a config in the Scalekit Dashboard under **AgentKit → MCP Configs**. See [Virtual MCP Servers](/agentkit/mcp/overview/) for setup details. --- # DOCUMENT BOUNDARY --- # Google ADK > Build a Google ADK agent with Scalekit-authenticated Gmail tools. Scalekit returns native ADK tool objects; no schema reshaping needed. Build a Google ADK agent that reads a user’s Gmail inbox. Scalekit handles OAuth, token storage, and returns tools as native ADK tool objects compatible with any ADK agent. [Full code on GitHub ](https://github.com/scalekit-inc/google-adk-agent-example) ## Install [Section titled “Install”](#install) ```sh 1 pip install scalekit-sdk-python google-adk ``` ## Initialize [Section titled “Initialize”](#initialize) ```python 1 import os 2 import asyncio 3 import scalekit.client 4 5 scalekit_client = scalekit.client.ScalekitClient( 6 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 7 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 8 env_url=os.getenv("SCALEKIT_ENV_URL"), 9 ) 10 actions = scalekit_client.actions ``` ## Connect the user to Gmail [Section titled “Connect the user to Gmail”](#connect-the-user-to-gmail) ```python 1 response = actions.get_or_create_connected_account( 2 connection_name="gmail", 3 identifier="user_123", 4 ) 5 if response.connected_account.status != "ACTIVE": 6 link = actions.get_authorization_link(connection_name="gmail", identifier="user_123") 7 print("Authorize Gmail:", link.link) 8 input("Press Enter after authorizing...") ``` See [Authorize a user](/agentkit/tools/authorize/) for production auth handling. ## Build and run the agent [Section titled “Build and run the agent”](#build-and-run-the-agent) `actions.google.get_tools()` returns native ADK tool objects. Pass them directly to a Google ADK `Agent`: ```python 1 from google.adk.agents import Agent 2 from google.adk.runners import Runner 3 from google.adk.sessions import InMemorySessionService 4 from google.genai import types 5 6 tools = actions.google.get_tools( 7 identifier="user_123", 8 connection_names=["gmail"], 9 page_size=100, # avoid missing tools when a connector has more than the default page 10 ) 11 12 agent = Agent( 13 name="gmail_assistant", 14 model="gemini-2.0-flash", 15 instruction="You are a helpful Gmail assistant.", 16 tools=tools, 17 ) 18 19 async def main(): 20 session_service = InMemorySessionService() 21 runner = Runner(agent=agent, app_name="gmail_app", session_service=session_service) 22 session = await session_service.create_session(app_name="gmail_app", user_id="user_123") 23 24 message = types.Content( 25 role="user", 26 parts=[types.Part(text="Fetch my last 5 unread emails and summarize them")], 27 ) 28 async for event in runner.run_async( 29 user_id="user_123", 30 session_id=session.id, 31 new_message=message, 32 ): 33 if event.is_final_response(): 34 print(event.response.text) 35 36 asyncio.run(main()) ``` Multiple Gmail accounts If a user has multiple Gmail connections, pass the specific `connection_names` value from your Scalekit dashboard to scope tools to the right one. ## Use MCP instead [Section titled “Use MCP instead”](#use-mcp-instead) Google ADK supports MCP via `MCPToolset`. Connect to a Scalekit-generated MCP URL to skip tool setup: ```python 1 from google.adk.agents import Agent 2 from google.adk.tools.mcp_tool.mcp_toolset import MCPToolset, StreamableHTTPConnectionParams 3 4 agent = Agent( 5 name="gmail_assistant", 6 model="gemini-2.0-flash", 7 instruction="You are a helpful Gmail assistant.", 8 tools=[ 9 MCPToolset( 10 connection_params=StreamableHTTPConnectionParams(url=mcp_url) 11 ) 12 ], 13 ) ``` See [Virtual MCP Servers](/agentkit/mcp/overview/) to get `mcp_url`. --- # DOCUMENT BOUNDARY --- # LangChain > Build a LangChain agent with Scalekit-authenticated Gmail tools. Scalekit returns native LangChain tool objects; no schema reshaping needed. Build a LangChain agent that reads a user’s Gmail inbox. Scalekit handles OAuth, token storage, and returns tools in native LangChain format. Your agent code needs no Scalekit-specific logic beyond initialization. [Full code on GitHub ](https://github.com/scalekit-inc/sample-langchain-agent) ## Install [Section titled “Install”](#install) ```sh 1 pip install scalekit-sdk-python langchain-openai ``` ## Initialize [Section titled “Initialize”](#initialize) ```python 1 import os 2 import scalekit.client 3 4 scalekit_client = scalekit.client.ScalekitClient( 5 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 6 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 ) 9 actions = scalekit_client.actions ``` ## Connect the user to Gmail [Section titled “Connect the user to Gmail”](#connect-the-user-to-gmail) ```python 1 response = actions.get_or_create_connected_account( 2 connection_name="gmail", 3 identifier="user_123", 4 ) 5 if response.connected_account.status != "ACTIVE": 6 link = actions.get_authorization_link(connection_name="gmail", identifier="user_123") 7 print("Authorize Gmail:", link.link) 8 input("Press Enter after authorizing...") ``` See [Authorize a user](/agentkit/tools/authorize/) for production auth handling. ## Build and run the agent [Section titled “Build and run the agent”](#build-and-run-the-agent) `actions.langchain.get_tools()` returns native `StructuredTool` objects. Bind them to your LLM and run the tool-calling loop: ```python 1 from langchain_openai import ChatOpenAI 2 from langchain_core.messages import HumanMessage, ToolMessage 3 4 tools = actions.langchain.get_tools( 5 identifier="user_123", 6 connection_names=["gmail"], 7 page_size=100, # avoid missing tools when a connector has more than the default page 8 ) 9 tool_map = {t.name: t for t in tools} 10 11 llm = ChatOpenAI(model="gpt-4o").bind_tools(tools) 12 messages = [HumanMessage("Fetch my last 5 unread emails and summarize them")] 13 14 while True: 15 response = llm.invoke(messages) 16 messages.append(response) 17 if not response.tool_calls: 18 print(response.content) 19 break 20 for tc in response.tool_calls: 21 result = tool_map[tc["name"]].invoke(tc["args"]) 22 messages.append(ToolMessage(content=str(result), tool_call_id=tc["id"])) ``` Multiple Gmail accounts If a user has multiple Gmail connections, pass the specific `connection_names` value from your Scalekit dashboard to scope tools to the right one. ## Use MCP instead [Section titled “Use MCP instead”](#use-mcp-instead) LangChain supports MCP via `langchain-mcp-adapters`. Install it, then connect to a Scalekit-generated MCP URL: ```sh 1 pip install langchain-mcp-adapters ``` ```python 1 import asyncio 2 from langchain_mcp_adapters.client import MultiServerMCPClient 3 from langchain_openai import ChatOpenAI 4 from langchain_core.messages import HumanMessage, ToolMessage 5 6 async def run(mcp_url: str): 7 async with MultiServerMCPClient( 8 {"scalekit": {"transport": "streamable_http", "url": mcp_url}} 9 ) as client: 10 tools = client.get_tools() 11 tool_map = {t.name: t for t in tools} 12 llm = ChatOpenAI(model="gpt-4o").bind_tools(tools) 13 messages = [HumanMessage("Fetch my last 5 unread emails and summarize them")] 14 15 while True: 16 response = await llm.ainvoke(messages) 17 messages.append(response) 18 if not response.tool_calls: 19 print(response.content) 20 break 21 for tc in response.tool_calls: 22 result = await tool_map[tc["name"]].ainvoke(tc["args"]) 23 messages.append(ToolMessage(content=str(result), tool_call_id=tc["id"])) 24 25 asyncio.run(run(mcp_url)) ``` See [Virtual MCP Servers](/agentkit/mcp/overview/) to get `mcp_url`. --- # DOCUMENT BOUNDARY --- # Mastra > Connect a Mastra agent to Scalekit-authenticated tools using MCP. Mastra's native MCP client connects directly to a Scalekit-generated MCP URL. Connect a Mastra agent to Scalekit tools using MCP. Mastra has native MCP support via `@mastra/mcp`. Pass a Scalekit-generated URL and Mastra handles tool discovery automatically. Why MCP for Mastra Mastra’s tool system uses Zod schemas internally. The MCP path skips manual schema conversion. Mastra discovers tools and their schemas directly from the Scalekit MCP server. ## Install [Section titled “Install”](#install) ```sh 1 npm install @scalekit-sdk/node @mastra/core @mastra/mcp @ai-sdk/openai ``` ## Get a per-user MCP URL [Section titled “Get a per-user MCP URL”](#get-a-per-user-mcp-url) Generate a Scalekit MCP URL for the user. This requires the Python SDK. Call this from your backend and pass the URL to your Mastra application: ```python 1 # Backend (Python): generate once per user session 2 inst_response = actions.mcp.ensure_instance( 3 config_name="your-mcp-config", 4 user_identifier="user_123", 5 ) 6 mcp_url = inst_response.instance.url 7 # Pass mcp_url to your Mastra app (e.g. via environment variable or API response) ``` See [Virtual MCP Servers](/agentkit/mcp/overview/) to set up the config and generate the URL. ## Build the agent [Section titled “Build the agent”](#build-the-agent) Pass the MCP URL to `MCPClient`. Mastra fetches the tool list and schemas automatically: ```typescript 1 import { Agent } from '@mastra/core/agent'; 2 import { MCPClient } from '@mastra/mcp'; 3 import { openai } from '@ai-sdk/openai'; 4 5 const mcpUrl = process.env.SCALEKIT_MCP_URL!; // set from your backend 6 7 const mcp = new MCPClient({ 8 servers: { 9 scalekit: { url: new URL(mcpUrl) }, 10 }, 11 }); 12 13 const tools = await mcp.getTools(); 14 15 const agent = new Agent({ 16 name: 'gmail_assistant', 17 instructions: 'You are a helpful Gmail assistant.', 18 model: openai('gpt-4o'), 19 tools, 20 }); 21 22 const result = await agent.generate('Fetch my last 5 unread emails and summarize them'); 23 console.log(result.text); 24 25 await mcp.disconnect(); ``` --- # DOCUMENT BOUNDARY --- # OpenAI > Build an OpenAI agent with Scalekit-authenticated tools. Convert Scalekit's tool schemas to OpenAI's function calling format in one step. Build an agent using OpenAI’s GPT models that reads a user’s Gmail inbox. Scalekit’s tool schemas use `input_schema`: rename it to `parameters` and wrap it in OpenAI’s function format. ## Install [Section titled “Install”](#install) * Python ```sh 1 pip install scalekit-sdk-python openai ``` * Node.js ```sh 1 npm install @scalekit-sdk/node openai ``` ## Initialize [Section titled “Initialize”](#initialize) * Python ```python 1 import os, json 2 import scalekit.client 3 from openai import OpenAI 4 from google.protobuf.json_format import MessageToDict 5 6 scalekit_client = scalekit.client.ScalekitClient( 7 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 8 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 9 env_url=os.getenv("SCALEKIT_ENV_URL"), 10 ) 11 actions = scalekit_client.actions 12 client = OpenAI() ``` * Node.js ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb'; 3 import OpenAI from 'openai'; 4 5 const scalekit = new ScalekitClient( 6 process.env.SCALEKIT_ENV_URL!, 7 process.env.SCALEKIT_CLIENT_ID!, 8 process.env.SCALEKIT_CLIENT_SECRET!, 9 ); 10 const openai = new OpenAI(); ``` ## Connect the user to Gmail [Section titled “Connect the user to Gmail”](#connect-the-user-to-gmail) * Python ```python 1 response = actions.get_or_create_connected_account( 2 connection_name="gmail", 3 identifier="user_123", 4 ) 5 if response.connected_account.status != "ACTIVE": 6 link = actions.get_authorization_link(connection_name="gmail", identifier="user_123") 7 print("Authorize Gmail:", link.link) 8 input("Press Enter after authorizing...") ``` * Node.js ```typescript 1 const { connectedAccount } = await scalekit.actions.getOrCreateConnectedAccount({ 2 connectionName: 'gmail', 3 identifier: 'user_123', 4 }); 5 if (connectedAccount?.status !== ConnectorStatus.ACTIVE) { 6 const { link } = await scalekit.actions.getAuthorizationLink({ connectionName: 'gmail', identifier: 'user_123' }); 7 console.log('Authorize Gmail:', link); 8 } ``` See [Authorize a user](/agentkit/tools/authorize/) for production auth handling. ## Run the agent [Section titled “Run the agent”](#run-the-agent) Fetch tools scoped to this user, convert to OpenAI’s function format, then run the tool-calling loop: * Python ```python 1 # Fetch and convert tools to OpenAI format 2 scoped_response, _ = actions.tools.list_scoped_tools( 3 identifier="user_123", 4 filter={"connection_names": ["gmail"]}, 5 page_size=100, # fetch beyond the default page so no connector tools are missed 6 ) 7 llm_tools = [ 8 { 9 "type": "function", 10 "function": { 11 "name": MessageToDict(t.tool).get("definition", {}).get("name"), 12 "description": MessageToDict(t.tool).get("definition", {}).get("description", ""), 13 "parameters": MessageToDict(t.tool).get("definition", {}).get("input_schema", {}), 14 }, 15 } 16 for t in scoped_response.tools 17 ] 18 19 # Run the agent loop 20 messages = [{"role": "user", "content": "Fetch my last 5 unread emails and summarize them"}] 21 22 while True: 23 response = client.chat.completions.create( 24 model="gpt-4o", 25 tools=llm_tools, 26 messages=messages, 27 ) 28 message = response.choices[0].message 29 if not message.tool_calls: 30 print(message.content) 31 break 32 33 messages.append(message) 34 for tc in message.tool_calls: 35 result = actions.execute_tool( 36 tool_name=tc.function.name, 37 identifier="user_123", 38 tool_input=json.loads(tc.function.arguments), 39 ) 40 messages.append({ 41 "role": "tool", 42 "tool_call_id": tc.id, 43 "content": str(result.data), 44 }) ``` * Node.js ```typescript 1 // Fetch and convert tools to OpenAI format 2 const { tools } = await scalekit.tools.listScopedTools('user_123', { 3 filter: { connectionNames: ['gmail'] }, 4 pageSize: 100, // fetch beyond the default page so no connector tools are missed 5 }); 6 const llmTools: OpenAI.ChatCompletionTool[] = tools.map(t => ({ 7 type: 'function', 8 function: { 9 name: t.tool.definition.name, 10 description: t.tool.definition.description, 11 parameters: t.tool.definition.input_schema, 12 }, 13 })); 14 15 // Run the agent loop 16 const messages: OpenAI.ChatCompletionMessageParam[] = [ 17 { role: 'user', content: 'Fetch my last 5 unread emails and summarize them' }, 18 ]; 19 20 while (true) { 21 const response = await openai.chat.completions.create({ 22 model: 'gpt-4o', 23 tools: llmTools, 24 messages, 25 }); 26 const message = response.choices[0].message; 27 if (!message.tool_calls?.length) { 28 console.log(message.content); 29 break; 30 } 31 messages.push(message); 32 for (const tc of message.tool_calls) { 33 const result = await scalekit.actions.executeTool({ 34 toolName: tc.function.name, 35 identifier: 'user_123', 36 toolInput: JSON.parse(tc.function.arguments), 37 }); 38 messages.push({ role: 'tool', tool_call_id: tc.id, content: JSON.stringify(result.data) }); 39 } 40 } ``` ## Use the Responses API [Section titled “Use the Responses API”](#use-the-responses-api) OpenAI’s [Responses API](https://platform.openai.com/docs/api-reference/responses) is a stateful alternative to Chat Completions. Instead of managing conversation history yourself, you pass `previous_response_id` to continue a session. The tool schema format is the same. OpenAI-native only The Responses API requires a direct OpenAI API key. It is not supported by OpenAI-compatible proxies. * Python ```python 1 response = client.responses.create( 2 model="gpt-4o", 3 input="Fetch my last 5 unread emails and summarize them", 4 tools=llm_tools, 5 ) 6 7 while any(item.type == "function_call" for item in response.output): 8 tool_results = [ 9 { 10 "type": "function_call_output", 11 "call_id": item.call_id, 12 "output": str(actions.execute_tool( 13 tool_name=item.name, 14 identifier="user_123", 15 tool_input=json.loads(item.arguments), 16 ).data), 17 } 18 for item in response.output 19 if item.type == "function_call" 20 ] 21 response = client.responses.create( 22 model="gpt-4o", 23 previous_response_id=response.id, 24 input=tool_results, 25 tools=llm_tools, 26 ) 27 28 for item in response.output: 29 if item.type == "message": 30 print(item.content[0].text) ``` * Node.js ```typescript 1 let response = await openai.responses.create({ 2 model: 'gpt-4o', 3 input: 'Fetch my last 5 unread emails and summarize them', 4 tools: llmTools, 5 }); 6 7 while (response.output.some(item => item.type === 'function_call')) { 8 const toolResults = await Promise.all( 9 response.output 10 .filter(item => item.type === 'function_call') 11 .map(async item => { 12 const result = await scalekit.actions.executeTool({ 13 toolName: item.name, 14 identifier: 'user_123', 15 toolInput: JSON.parse(item.arguments), 16 }); 17 return { 18 type: 'function_call_output' as const, 19 call_id: item.call_id, 20 output: JSON.stringify(result.data), 21 }; 22 }) 23 ); 24 response = await openai.responses.create({ 25 model: 'gpt-4o', 26 previous_response_id: response.id, 27 input: toolResults, 28 tools: llmTools, 29 }); 30 } 31 32 const message = response.output.find(item => item.type === 'message'); 33 if (message?.type === 'message') console.log(message.content[0].text); ``` ## Use MCP instead [Section titled “Use MCP instead”](#use-mcp-instead) If you prefer the MCP approach, connect your OpenAI agent via the [Vercel AI SDK + MCP](/agentkit/examples/vercel-ai#use-mcp-instead) or LangChain’s MCP client with a Scalekit-generated URL. See [Virtual MCP Servers](/agentkit/mcp/overview/) for the URL setup. --- # DOCUMENT BOUNDARY --- # Vercel AI SDK > Build a Vercel AI SDK agent with Scalekit-authenticated tools using the tool() helper and jsonSchema() adapter. Build an agent using the Vercel AI SDK that reads a user’s Gmail inbox. Use `tool()` and `jsonSchema()` from the `ai` package to wrap Scalekit tools. No manual schema conversion needed. ## Install [Section titled “Install”](#install) ```sh 1 npm install @scalekit-sdk/node ai @ai-sdk/openai ``` ## Initialize [Section titled “Initialize”](#initialize) ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb'; 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL!, 6 process.env.SCALEKIT_CLIENT_ID!, 7 process.env.SCALEKIT_CLIENT_SECRET!, 8 ); ``` ## Connect the user to Gmail [Section titled “Connect the user to Gmail”](#connect-the-user-to-gmail) ```typescript 1 const { connectedAccount } = await scalekit.actions.getOrCreateConnectedAccount({ 2 connectionName: 'gmail', 3 identifier: 'user_123', 4 }); 5 if (connectedAccount?.status !== ConnectorStatus.ACTIVE) { 6 const { link } = await scalekit.actions.getAuthorizationLink({ connectionName: 'gmail', identifier: 'user_123' }); 7 console.log('Authorize Gmail:', link); 8 } ``` See [Authorize a user](/agentkit/tools/authorize/) for production auth handling. ## Run the agent [Section titled “Run the agent”](#run-the-agent) ```typescript 1 import { generateText, jsonSchema, stepCountIs, tool } from 'ai'; 2 import { openai } from '@ai-sdk/openai'; 3 4 const { tools: scopedTools } = await scalekit.tools.listScopedTools('user_123', { 5 filter: { connectionNames: ['gmail'] }, 6 pageSize: 100, // fetch beyond the default page so no connector tools are missed 7 }); 8 9 const tools = Object.fromEntries( 10 scopedTools.map(t => [ 11 t.tool.definition.name, 12 tool({ 13 description: t.tool.definition.description, 14 parameters: jsonSchema(t.tool.definition.input_schema ?? { type: 'object', properties: {} }), 15 execute: async (args) => { 16 const result = await scalekit.actions.executeTool({ 17 toolName: t.tool.definition.name, 18 identifier: 'user_123', 19 toolInput: args, 20 }); 21 return result.data; 22 }, 23 }), 24 ]), 25 ); 26 27 const { text } = await generateText({ 28 model: openai('gpt-4o'), 29 tools, 30 stopWhen: stepCountIs(5), 31 prompt: 'Fetch my last 5 unread emails and summarize them', 32 }); 33 console.log(text); ``` ## Use MCP instead [Section titled “Use MCP instead”](#use-mcp-instead) The Vercel AI SDK supports MCP via `experimental_createMCPClient`. Pass the Virtual MCP Server URL and a session token to connect without any tool schema setup: ```typescript 1 import { experimental_createMCPClient, generateText } from 'ai'; 2 import { openai } from '@ai-sdk/openai'; 3 4 const mcpClient = await experimental_createMCPClient({ 5 transport: { 6 type: 'streamable-http', 7 url: mcpUrl, // mcp_server_url from Virtual MCP Server config 8 headers: { Authorization: `Bearer ${mcpToken}` }, 9 }, 10 }); 11 12 const tools = await mcpClient.tools(); 13 14 const { text } = await generateText({ 15 model: openai('gpt-4o'), 16 tools, 17 stopWhen: stepCountIs(5), 18 prompt: 'Fetch my last 5 unread emails and summarize them', 19 }); 20 await mcpClient.close(); 21 console.log(text); ``` See [Virtual MCP Servers](/agentkit/mcp/overview/) for setup details and how to get `mcpUrl` and `mcpToken`. --- # DOCUMENT BOUNDARY --- # Add Enterprise SSO to Next.js with Auth.js > Wire Scalekit's OIDC interface into Auth.js to ship per-tenant enterprise SSO in Next.js without touching SAML or IdP-specific code. Enterprise customers don’t want to hand over their employees’ credentials to your app — they want SSO through their own IdP. Auth.js handles sessions well, but it has no concept of per-tenant SAML connections or routing by organization. Scalekit fills that gap: it exposes a single OIDC-compliant endpoint that sits in front of every IdP your customers use. This cookbook wires those two pieces together so your app gets enterprise SSO without writing a line of SAML code. ## The problem [Section titled “The problem”](#the-problem) Adding enterprise SSO to a Next.js app sounds simple until you start building it: * **SAML complexity** — every IdP (Okta, Azure AD, Google Workspace, Ping) uses different metadata, certificate rotation schedules, and attribute mappings. You end up maintaining per-IdP configuration forever. * **Per-tenant routing** — each sign-in attempt needs to resolve to the right connection for that customer. A single `clientId` in Auth.js doesn’t model this. * **Duplicate boilerplate** — Okta setup is not Azure AD setup. You write the integration N times, once per IdP your enterprise customers use. * **Session ownership** — SAML assertions and OIDC tokens are not app sessions. Bridging them correctly (handling expiry, attribute claims, refresh) is error-prone without a clear seam. ## Who needs this [Section titled “Who needs this”](#who-needs-this) This cookbook is for you if: * ✅ You’re building a multi-tenant B2B SaaS app * ✅ You already use Auth.js for session management and want to keep it * ✅ You have enterprise customers who require SSO through their own IdP * ✅ You want to avoid ripping out Auth.js to adopt a fully managed auth platform You **don’t** need this if: * ❌ You’re building a consumer app with no enterprise requirements * ❌ Your app has no concept of organizations or tenants * ❌ You don’t have customers asking for Okta/Azure AD/Google Workspace integration ## The solution [Section titled “The solution”](#the-solution) Scalekit exposes a single OIDC-compliant authorization endpoint. Auth.js treats it like any other OIDC provider and manages the session after the callback. You never write SAML code — Scalekit handles the protocol translation, certificate rotation, and attribute normalization for every IdP your customers connect. The routing params (`connection_id`, `organization_id`, `domain`) let you target the right enterprise connection at sign-in time. ## Implementation [Section titled “Implementation”](#implementation) ### 1. Set up Scalekit [Section titled “1. Set up Scalekit”](#1-set-up-scalekit) Create an environment in the [Scalekit dashboard](https://app.scalekit.com/): 1. Copy your **Issuer URL** (e.g. `https://yourenv.scalekit.dev`), **Client ID** (`skc_...`), and **Client Secret** from **API Keys**. 2. Register your redirect URI: `http://localhost:3000/auth/callback/scalekit` > This guide sets `basePath: "/auth"` in `auth.ts` — a custom override. The Auth.js v5 default is `/api/auth`. Register your redirect URI to match whatever `basePath` you configure or the OAuth flow will fail. 3. Create an **Organization** and add an **SSO Connection** for your test IdP. 4. Copy the **Connection ID** (`conn_...`) — you’ll use it to route sign-in attempts during development. ### 2. Install dependencies [Section titled “2. Install dependencies”](#2-install-dependencies) ```bash 1 pnpm add next-auth ``` Auth.js v5 (`next-auth@5`) ships as a single package. No separate adapter is needed for JWT sessions. ### 3. Add the Scalekit provider [Section titled “3. Add the Scalekit provider”](#3-add-the-scalekit-provider) Native provider coming soon PR [#13392](https://github.com/nextauthjs/next-auth/pull/13392) adds `next-auth/providers/scalekit` natively to Auth.js. Until it merges, copy the provider file below into your project as `providers/scalekit.ts`. providers/scalekit.ts ```typescript 1 import type { OAuthConfig, OAuthUserConfig } from "next-auth/providers" 2 3 export interface ScalekitProfile extends Record { 4 sub: string 5 email: string 6 email_verified: boolean 7 name: string 8 given_name: string 9 family_name: string 10 picture: string 11 oid: string // organization_id 12 } 13 14 export default function Scalekit

( 15 options: OAuthUserConfig

& { 16 issuer: string 17 organizationId?: string 18 connectionId?: string 19 domain?: string 20 } 21 ): OAuthConfig

{ 22 const { issuer, organizationId, connectionId, domain } = options 23 24 return { 25 id: "scalekit", 26 name: "Scalekit", 27 type: "oidc", 28 issuer, 29 authorization: { 30 params: { 31 scope: "openid email profile", 32 ...(connectionId && { connection_id: connectionId }), 33 ...(organizationId && { organization_id: organizationId }), 34 ...(domain && { domain }), 35 }, 36 }, 37 profile(profile) { 38 return { 39 id: profile.sub, 40 name: profile.name ?? `${profile.given_name} ${profile.family_name}`, 41 email: profile.email, 42 image: profile.picture ?? null, 43 } 44 }, 45 style: { bg: "#6f42c1", text: "#fff" }, 46 options, 47 } 48 } ``` After PR #13392 merges, replace the local import with: ```typescript 1 import Scalekit from "next-auth/providers/scalekit" ``` ### 4. Configure `auth.ts` [Section titled “4. Configure auth.ts”](#4-configure-authts) Create `auth.ts` in your project root: ```typescript 1 import NextAuth from "next-auth" 2 import Scalekit from "./providers/scalekit" // → "next-auth/providers/scalekit" after PR #13392 3 4 export const { handlers, auth, signIn, signOut } = NextAuth({ 5 providers: [ 6 Scalekit({ 7 issuer: process.env.AUTH_SCALEKIT_ISSUER!, 8 clientId: process.env.AUTH_SCALEKIT_ID!, 9 clientSecret: process.env.AUTH_SCALEKIT_SECRET!, 10 // Routing: set one of these (see step 7 for strategy) 11 connectionId: process.env.AUTH_SCALEKIT_CONNECTION_ID, 12 }), 13 ], 14 basePath: "/auth", 15 session: { strategy: "jwt" }, 16 }) ``` `basePath: "/auth"` is required to match the redirect URI you registered in step 1. Without it, Auth.js uses `/api/auth` and the Scalekit callback will fail. ### 5. Set environment variables [Section titled “5. Set environment variables”](#5-set-environment-variables) .env.local ```bash 1 # Generate with: npx auth secret 2 AUTH_SECRET= 3 4 # From Scalekit dashboard → API Keys 5 AUTH_SCALEKIT_ISSUER=https://yourenv.scalekit.dev 6 AUTH_SCALEKIT_ID=skc_... 7 AUTH_SCALEKIT_SECRET= 8 9 # Connection ID for development routing (conn_...) 10 # In production, resolve this dynamically per tenant — see step 7 11 AUTH_SCALEKIT_CONNECTION_ID=conn_... ``` `AUTH_SECRET` is not optional. Auth.js uses it to sign JWTs and encrypt session cookies. Missing it causes sign-in to fail silently. ### 6. Wire up route handlers [Section titled “6. Wire up route handlers”](#6-wire-up-route-handlers) Create `app/auth/[...nextauth]/route.ts`: ```typescript 1 import { handlers } from "@/auth" 2 export const { GET, POST } = handlers ``` This exposes `GET /auth/callback/scalekit` and `POST /auth/signout` — the endpoints Auth.js needs. The directory must be `app/auth/` (not `app/api/auth/`) to match the `basePath` you configured. ### 7. SSO routing strategies [Section titled “7. SSO routing strategies”](#7-sso-routing-strategies) Scalekit resolves which IdP connection to activate using these params (highest to lowest precedence): ```typescript 1 Scalekit({ 2 issuer: process.env.AUTH_SCALEKIT_ISSUER!, 3 clientId: process.env.AUTH_SCALEKIT_ID!, 4 clientSecret: process.env.AUTH_SCALEKIT_SECRET!, 5 6 // Option A — exact connection (dev / single-tenant use) 7 connectionId: "conn_...", 8 9 // Option B — org's active connection (multi-tenant: look up org from user's DB record) 10 organizationId: "org_...", 11 12 // Option C — resolve org from email domain (useful at login prompt) 13 domain: "acme.com", 14 }) ``` In production, don’t hardcode these values. Store `organizationId` or `connectionId` per tenant in your database, then construct the `signIn()` call dynamically based on the authenticated user’s org: ```typescript 1 // Example: look up org at sign-in time 2 const org = await db.organizations.findByDomain(emailDomain) 3 4 await signIn("scalekit", { 5 organizationId: org.scalekitOrgId, 6 redirectTo: "/dashboard", 7 }) ``` ### 8. Trigger sign-in and read the session [Section titled “8. Trigger sign-in and read the session”](#8-trigger-sign-in-and-read-the-session) A server component reads the session, and a sign-in form triggers the flow: app/page.tsx ```typescript 1 import { auth, signIn } from "@/auth" 2 3 export default async function Home() { 4 const session = await auth() 5 6 if (session) { 7 return ( 8

9

Signed in as {session.user?.email}

10
11 ) 12 } 13 14 return ( 15
{ 17 "use server" 18 await signIn("scalekit", { redirectTo: "/dashboard" }) 19 }} 20 > 21 22
23 ) 24 } ``` `session.user` includes `name`, `email`, and `image` normalized from the Scalekit OIDC profile. ## Testing [Section titled “Testing”](#testing) 1. Run `pnpm dev` and visit `http://localhost:3000`. 2. Click **Sign in with SSO** — you should be redirected to your IdP’s login page. 3. Complete authentication and confirm you land back on your app. 4. Check the session at `http://localhost:3000/api/auth/session` or read it from a server component — you should see `user.email` populated. If the redirect fails immediately, enable debug logging to trace the OIDC callback: ```bash 1 AUTH_DEBUG=true pnpm dev ``` ## Common mistakes [Section titled “Common mistakes”](#common-mistakes) 1. **Wrong redirect URI** — registering `/api/auth/callback/scalekit` instead of `/auth/callback/scalekit`. This guide sets `basePath: "/auth"` (a custom override, not the v5 default — the default remains `/api/auth`). The URI in Scalekit’s dashboard must match the callback path Auth.js actually uses. 2. **Missing `AUTH_SECRET`** — sign-in appears to start but fails on the callback with no visible error. Always set `AUTH_SECRET`. Generate one with `npx auth secret`. 3. **Hardcoding `connectionId` in production** — works in development, breaks for every other tenant. Store connection identifiers per-organization in your database and resolve them at runtime. 4. **Missing `basePath` in `auth.ts`** — if you omit `basePath: "/auth"`, Auth.js defaults to `/api/auth`. Your route handler must be at `app/api/auth/[...nextauth]/route.ts` and your redirect URI must use `/api/auth/callback/scalekit`. Pick one and be consistent. 5. **Using the wrong import path** — `next-auth/providers/scalekit` only resolves after PR #13392 merges. Until then, the local file at `./providers/scalekit` is the correct import. ## Production notes [Section titled “Production notes”](#production-notes) * **Rotate secrets without code changes** — update `AUTH_SCALEKIT_SECRET` in your environment configuration; Scalekit handles IdP certificate rotation automatically. * **Dynamic connection routing** — store `organizationId` or `connectionId` per tenant in your database. Resolve at sign-in time based on the user’s email domain or their existing tenant membership. * **Debug OIDC callback issues** — set `AUTH_DEBUG=true` temporarily in production to emit detailed callback traces. Remove it after diagnosing. * **Session persistence** — JWT sessions (the default) work without a database. If you need server-side session invalidation, add an Auth.js adapter (e.g. Prisma, Drizzle) and switch to `strategy: "database"`. * **Scalekit handles IdP complexity** — certificate rotation, SAML metadata updates, and attribute mapping changes happen in the Scalekit dashboard without touching your code. ## Next steps [Section titled “Next steps”](#next-steps) * [scalekit-developers/scalekit-authjs-example](https://github.com/scalekit-developers/scalekit-authjs-example) — full working repo for this cookbook * [Auth.js PR #13392](https://github.com/nextauthjs/next-auth/pull/13392) — track native Scalekit provider availability * [Scalekit SSO routing documentation](https://docs.scalekit.com/sso/quickstart) — full reference for `connection_id`, `organization_id`, and `domain` routing params * [Auth.js adapters](https://authjs.dev/getting-started/database) — add database-backed sessions for server-side invalidation * [Scalekit organization management API](https://docs.scalekit.com/apis) — look up `organizationId` dynamically from your tenant records --- # DOCUMENT BOUNDARY --- # Apify Actor with per-user OAuth via Scalekit > Build an Apify Actor that uses Scalekit Agent Auth so each user connects their OAuth accounts, keyed by Apify userId. An Apify Actor is a stateless serverless container. Every run starts cold — no session, no cookies, no “current user.” When you want each person who runs your Actor to access their own Notion workspace, their own Gmail, or their own GitHub account, you need to map Apify’s identity model onto an OAuth token store that persists across runs. Scalekit solves this with a connected-accounts model: for each `(connector, identifier)` pair, it stores one OAuth session and refreshes it automatically. This recipe builds an Actor that connects to Notion per-user and to YouTube via a shared account, using Apify’s native `userId` as the per-user identifier. It also shows how to surface the OAuth consent step as a live interactive page inside the Actor run, instead of a raw link buried in JSON output. **What this recipe covers:** * **Per-user identity without input fields** — derive the connected-account identifier from `Actor.getEnv().userId` so users never type an email or ID * **Shared vs per-user connectors** — hardcode a single identifier for connectors shared across all users; derive one per user for private accounts * **Interactive auth UX** — serve a branded OAuth consent page on Apify’s live-view port so users click a button rather than hunting for a raw URL * **Input schema design** — expose only the `task` field to end users; keep all auth and config internal The complete source is available in the [notion-youtube-agent](https://github.com/scalekit-developers/agentkit-apify-actor-example) repository. ## Before you start [Section titled “Before you start”](#before-you-start) You need working OAuth credentials for each third-party API your Actor will connect to. Scalekit manages the token lifecycle, but the underlying API must be enabled and the OAuth client must exist first. **For YouTube (or any Google API):** 1. Open the [Google Cloud Console](https://console.cloud.google.com/) and select your project. 2. Go to **APIs & Services → Enabled APIs & services** and enable **YouTube Data API v3**. Without this, every tool call returns `permission_denied` even if the OAuth token is valid. 3. Go to **APIs & Services → OAuth consent screen** and add the Google accounts that will authorize the Actor under **Test users**. While the app is in “Testing” publishing status, only accounts listed here can complete the OAuth flow — all others see `Error 403: org_internal`. 4. Create an OAuth 2.0 client (**APIs & Services → Credentials → + Create credentials → OAuth client ID**). Set the application type to **Web application**. Leave the redirect URI blank for now — you’ll add it from Scalekit in the next section. **For Notion:** 1. Go to [notion.so/my-integrations](https://www.notion.so/my-integrations) and create a new integration, or use Notion’s OAuth setup if your Actor uses Scalekit’s Notion OAuth connector. **For both connectors:** * A [Scalekit](https://app.scalekit.com) environment with API credentials (`SCALEKIT_ENV_URL`, `SCALEKIT_CLIENT_ID`, `SCALEKIT_CLIENT_SECRET`). * [Apify CLI](https://docs.apify.com/cli) installed: `npm install -g @apify/cli` * Node.js 18+ ### 1. Set up connections in Scalekit [Section titled “1. Set up connections in Scalekit”](#1-set-up-connections-in-scalekit) In the [Scalekit Dashboard](https://app.scalekit.com), go to **AgentKit → Connections** and create two connections: **YouTube connection (shared)** 1. Search for **YouTube** and click **Create**. 2. Copy the **Redirect URI** from the connection panel (it looks like `https:///sso/v1/oauth//callback`). 3. Paste it into your Google Cloud OAuth client under **Authorized redirect URIs** and save. 4. Back in Scalekit, enter the **Client ID** and **Client Secret** from your Google Cloud OAuth client. 5. Under **Scopes**, select at least `youtube.readonly`. Add `youtube` if your Actor needs write access (playlists, subscriptions). Add `yt-analytics.readonly` if you query analytics data. 6. Click **Save**. Note the **Connection name** (e.g., `youtube`) — your code must match it exactly. **Notion connection (per-user)** 1. Search for **Notion** and click **Create**. 2. Enter the **Client ID** and **Client Secret** from your Notion integration or OAuth app. 3. Scalekit pre-configures the redirect URI and scopes for Notion. Click **Save**. 4. Note the **Connection name** (e.g., `notion`). Scopes are locked at authorization time Scopes are locked in at authorization time. If you add scopes to a connection after a user has already authorized, their existing token does not gain the new scopes. Delete the connected account in Scalekit and have the user re-authorize to pick up the updated scopes. ### 2. Create the Apify Actor project [Section titled “2. Create the Apify Actor project”](#2-create-the-apify-actor-project) ```bash 1 apify create notion-youtube-agent -t project_empty 2 cd notion-youtube-agent 3 npm install @scalekit-sdk/node openai apify ``` Set your Scalekit credentials as Actor environment variables in the Apify Console under **Settings → Environment variables**: ```bash 1 SCALEKIT_ENV_URL=https://your-env.scalekit.dev 2 SCALEKIT_CLIENT_ID=skc_... 3 SCALEKIT_CLIENT_SECRET=your-secret ``` If your Actor creates new Notion pages (not just writing to existing ones), also set a default parent location. Without this, the Actor can only write to pages that already exist by exact title match. ```bash 1 NOTION_DEFAULT_PARENT_PAGE_ID=1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d ``` To find a Notion page ID: open the page in Notion, click **Share → Copy link**. The 32-character hex string at the end of the URL is the page ID. ### 3. Derive user identity from Apify’s runtime [Section titled “3. Derive user identity from Apify’s runtime”](#3-derive-user-identity-from-apifys-runtime) Apify exposes the identity of the account running the Actor through `Actor.getEnv()`. Use `userId` directly as the Scalekit connected-account identifier — no email field, no manual input. src/main.js ```js 1 import { Actor } from 'apify'; 2 3 await Actor.init(); 4 5 const { userId } = Actor.getEnv(); 6 7 // userId is stable per Apify account — the same user always gets the same token. 8 const notionIdentifier = userId; ``` `userId` is a stable opaque string that Apify sets for the account running the Actor. It persists across runs, so the first run that completes OAuth will find an active token on every subsequent run. Local development: userId is undefined `Actor.getEnv().userId` is `undefined` when you run the Actor locally with `apify run`. Use a hardcoded fallback for local development: ```js 1 const { userId } = Actor.getEnv(); 2 const notionIdentifier = userId ?? 'local-dev-user'; ``` ### 4. Choose shared vs per-user identifiers [Section titled “4. Choose shared vs per-user identifiers”](#4-choose-shared-vs-per-user-identifiers) Not every connector needs per-user isolation. A YouTube data connection used for research can be shared across all Actor runs with a hardcoded identifier. Only connectors that access private user data need per-user identifiers. src/main.js ```js 1 // Per-user: each Apify account connects their own Notion workspace. 2 const notionIdentifier = userId; 3 4 // Shared: one YouTube OAuth session used by all runs. 5 const youtubeIdentifier = 'shared-youtube'; ``` Hardcode the shared identifier in code — do not expose it as an input field. End users should not need to know it exists. ### 5. Ensure each connector is authorized [Section titled “5. Ensure each connector is authorized”](#5-ensure-each-connector-is-authorized) Before calling any API, check whether the connected account is active. If not, generate a magic link and wait for the user to complete the OAuth flow. src/notionAuth.js ```js 1 import { Actor } from 'apify'; 2 3 const ACTIVE = 1; 4 5 export async function ensureNotionConnected(scalekitActions, identifier, { 6 pollIntervalMs = 5_000, 7 timeoutMs = 300_000, 8 onMagicLink = async () => {}, 9 } = {}) { 10 const resp = await scalekitActions.getOrCreateConnectedAccount({ 11 connectionName: 'notion', 12 identifier, 13 }); 14 const account = resp.connectedAccount ?? resp; 15 16 if (account.status === ACTIVE) { 17 return account.id; 18 } 19 20 const { link } = await scalekitActions.getAuthorizationLink({ 21 connectionName: 'notion', 22 identifier, 23 }); 24 25 const markDone = await onMagicLink(link); 26 27 const deadline = Date.now() + timeoutMs; 28 29 while (Date.now() < deadline) { 30 await sleep(pollIntervalMs); 31 32 const pollResp = await scalekitActions.getOrCreateConnectedAccount({ 33 connectionName: 'notion', 34 identifier, 35 }); 36 const polled = pollResp.connectedAccount ?? pollResp; 37 38 if (polled.status === ACTIVE) { 39 markDone?.(); 40 await Actor.setStatusMessage('Notion authorized — proceeding.'); 41 return polled.id; 42 } 43 } 44 45 throw new Error(`Timed out waiting for Notion authorization.`); 46 } 47 48 function sleep(ms) { 49 return new Promise(resolve => setTimeout(resolve, ms)); 50 } ``` The same pattern applies to every connector. Copy the function, change `connectionName`, and pass in the appropriate identifier. ### 6. Surface auth as a live interactive page [Section titled “6. Surface auth as a live interactive page”](#6-surface-auth-as-a-live-interactive-page) Printing a raw magic link to the console or burying it in JSON output creates a poor experience. Apify Actors can start an HTTP server on `ACTOR_WEB_SERVER_PORT` (default `4321`), and Apify automatically exposes it as a public URL while the run is active. Use this to serve a branded OAuth consent page. src/authServer.js ```js 1 import http from 'http'; 2 import { Actor } from 'apify'; 3 4 const PORT = parseInt(process.env.ACTOR_WEB_SERVER_PORT ?? '4321', 10); 5 6 let server = null; 7 8 export function getLiveViewUrl() { 9 const { actorId, actorRunId } = Actor.getEnv(); 10 return `https://${actorId}--${actorRunId}-${PORT}.runs.apify.net`; 11 } 12 13 export async function serveAuthPage(link, serviceName) { 14 let html = buildAuthPage(link, serviceName); 15 16 if (server) server.close(); 17 server = http.createServer((_req, res) => { 18 res.writeHead(200, { 'Content-Type': 'text/html' }); 19 res.end(html); 20 }); 21 server.listen(PORT); 22 23 return { 24 liveViewUrl: getLiveViewUrl(), 25 markDone: () => { html = buildDonePage(serviceName); }, 26 }; 27 } 28 29 function buildAuthPage(link, serviceName) { 30 return ` 31 32 33 34 Authorize ${serviceName} 35 43 44 45
46

🔐 Connect ${serviceName}

47

Click below to authorize access to your ${serviceName} account. 48 The actor will continue automatically once you complete authorization.

49 Authorize ${serviceName} → 50
51 52 `; 53 } 54 55 function buildDonePage(serviceName) { 56 return ` 57 58 ${serviceName} Authorized 59 60

✅ ${serviceName} Authorized

61

Returning to task — you can close this tab.

62 63 `; 64 } ``` The live view URL follows this pattern: ```text 1 https://{actorId}--{actorRunId}-{PORT}.runs.apify.net ``` Both `actorId` and `actorRunId` come from `Actor.getEnv()` — the same call that gives you `userId`. ### 7. Wire auth into the Actor entry point [Section titled “7. Wire auth into the Actor entry point”](#7-wire-auth-into-the-actor-entry-point) Pass the live view callback into `ensureNotionConnected`. The callback starts the HTTP server, stores the `markDone` function, and returns it so the polling loop can update the page when auth completes. src/main.js ```js 1 import { Actor } from 'apify'; 2 import { ScalekitClient } from '@scalekit-sdk/node'; 3 import { ensureNotionConnected } from './notionAuth.js'; 4 import { serveAuthPage } from './authServer.js'; 5 6 await Actor.init(); 7 8 const input = await Actor.getInput(); 9 const { task } = input; 10 11 const { userId } = Actor.getEnv(); 12 const notionIdentifier = userId; 13 const youtubeIdentifier = 'shared-youtube'; 14 15 const scalekit = new ScalekitClient( 16 process.env.SCALEKIT_ENV_URL, 17 process.env.SCALEKIT_CLIENT_ID, 18 process.env.SCALEKIT_CLIENT_SECRET, 19 ); 20 21 await ensureNotionConnected(scalekit.actions, notionIdentifier, { 22 onMagicLink: async (link) => { 23 const { liveViewUrl, markDone } = await serveAuthPage(link, 'Notion'); 24 25 // Store the live view URL in OUTPUT so the Apify UI shows a clickable link. 26 await Actor.setValue('OUTPUT', { 27 status: 'AWAITING_NOTION_AUTH', 28 authPageUrl: liveViewUrl, 29 message: 'Open authPageUrl in your browser to authorize Notion.', 30 }); 31 32 await Actor.setStatusMessage(`ACTION REQUIRED: Authorize Notion → ${liveViewUrl}`); 33 34 return markDone; 35 }, 36 }); 37 38 // ... run the agent, push results ``` End-user experience after this change: 1. User starts the Actor run and types their task 2. **Output** panel immediately shows a clickable `authPageUrl` 3. User opens the URL and sees a branded “Authorize Notion →” button 4. After completing OAuth, the page updates to ”✅ Notion Authorized” 5. The Actor continues automatically — no re-run needed Apify web view does not auto-refresh The Actor’s live web view in the Apify Console does not refresh automatically. After completing the OAuth flow, the page may still show the “Authorize” button. Click the **auto-refresh** toggle in the web view toolbar, or open the URL in a new tab to see the updated state. The Actor itself continues regardless — it polls the account status server-side and proceeds as soon as authorization completes. ### 8. Design the input schema for end users [Section titled “8. Design the input schema for end users”](#8-design-the-input-schema-for-end-users) The Actor’s input form should show only what the end user actually needs to provide. All auth identifiers, LLM config, and internal settings stay out of the form. .actor/input\_schema.json ```json 1 { 2 "title": "Notion + YouTube AI Agent", 3 "type": "object", 4 "schemaVersion": 1, 5 "properties": { 6 "task": { 7 "title": "Task", 8 "type": "string", 9 "description": "Natural language task for the agent. Examples: 'List the 5 most recently edited pages in my Notion workspace' or 'Search YouTube for React tutorial channels and append the top 10 to my Research page'.", 10 "editor": "textarea" 11 } 12 }, 13 "required": ["task"] 14 } ``` By default the Actor uses [Apify’s OpenRouter proxy](https://apify.com/apify/openrouter) for LLM inference, authenticated via `APIFY_TOKEN` (which Apify sets automatically). No external API key is needed — LLM costs are billed to the user’s Apify credits. If your Actor needs to support a custom LLM endpoint, add an optional `llmApiKey` field and detect the endpoint at runtime. Everything else — `notionIdentifier`, `youtubeIdentifier`, timeouts, model name, base URL — is either derived at runtime (`userId`) or hardcoded and deployed as an Actor environment variable. Apify input schema does not support placeholder The Apify input schema spec does not allow a `placeholder` property on fields. Put example values in `description` instead — they appear as helper text below the field label in the Console. ### 9. Testing [Section titled “9. Testing”](#9-testing) Run locally: ```bash 1 apify run ``` Provide input in `storage/key_value_stores/default/INPUT.json`: ```json 1 { 2 "task": "List the 5 most recently edited pages in my Notion workspace" 3 } ``` Because `Actor.getEnv().userId` is `undefined` locally, the `notionIdentifier` falls back to your local development value. After you confirm the flow works, deploy to Apify: ```bash 1 apify push ``` On the first cloud run, the Actor outputs an `authPageUrl`. Open it, click **Authorize Notion**, and complete the OAuth flow. The Actor polls and continues automatically. On every subsequent run for the same Apify account, the token is already active and the auth step is skipped entirely. ## Common mistakes [Section titled “Common mistakes”](#common-mistakes) Tool calls fail with `permission_denied` even though the account is ACTIVE * **Symptom**: `[permission_denied] tool execution failed - forbidden access` in logs. The connected account status is ACTIVE and authorization completed successfully. * **Cause**: The underlying API is not enabled in the cloud provider console. An ACTIVE connected account means the OAuth token exists — it does not mean the API accepts calls. For YouTube, this happens when **YouTube Data API v3** is not enabled in the Google Cloud project. * **Fix**: Go to [Google Cloud Console → APIs & Services → Enabled APIs](https://console.cloud.google.com/apis/dashboard) and enable **YouTube Data API v3**. No code change or re-authorization needed — existing tokens work once the API is enabled. Authorization fails with `Error 403: org_internal` * **Symptom**: Google shows “Access blocked: \[App name] can only be used within its organization” when a user tries to authorize. * **Cause**: The Google account attempting to authorize is not listed as a test user. While the OAuth app is in “Testing” publishing status, only accounts explicitly added as test users can complete the OAuth flow. * **Fix**: Go to [Google Cloud Console → APIs & Services → OAuth consent screen](https://console.cloud.google.com/apis/credentials/consent) and add the Google account under **Test users**. No need to change the app’s publishing status or user type — just add the account and retry. Tool calls fail with `permission_denied` after adding scopes * **Symptom**: Same `permission_denied` error. The connection has the right scopes configured, but you added them after the user already authorized. * **Cause**: OAuth tokens carry the scopes that were configured at authorization time. Adding scopes to a connection does not retroactively update existing tokens. * **Fix**: Delete the connected account in the Scalekit dashboard (or via API) and have the user re-authorize. The new token will include the updated scopes. Notion page creation fails with “no parent\_page\_id/database\_id provided” * **Symptom**: The agent finds no page with the requested title and throws `Notion page "X" was not found and cannot be created because no parent_page_id/database_id was provided`. * **Cause**: Notion’s API requires a parent location for every new page. The Actor checks for a default parent in the input, then in environment variables, and throws if neither is set. * **Fix**: Set `NOTION_DEFAULT_PARENT_PAGE_ID` or `NOTION_DEFAULT_DATABASE_ID` as an Actor environment variable. To find a page ID, open the page in Notion, click **Share → Copy link**, and extract the 32-character hex string from the URL. Using email as the identifier * **Symptom**: Input form asks for user email, or the identifier is passed in as an input field * **Cause**: Treating the connected-account identifier as a user-facing concept * **Fix**: Use `Actor.getEnv().userId` as the identifier. It is stable, unique per Apify account, and requires no input from the user. Scalekit does not require an email — it accepts any unique string as an identifier. `placeholder` property causes build failure * **Symptom**: `apify push` fails with `Property schema.properties.task.placeholder is not allowed.` * **Cause**: `placeholder` is not part of the Apify input schema specification * **Fix**: Move example text into the `description` field. It appears as helper text in the Apify Console input form. `userId` is `undefined` locally * **Symptom**: Actor crashes with `Could not determine Apify user ID` during `apify run` * **Cause**: `Actor.getEnv()` does not populate `userId` in local runs * **Fix**: Fall back to a local dev value: `const notionIdentifier = userId ?? 'local-dev-user'` Stale variable name causes `ReferenceError` at runtime * **Symptom**: Actor fails with `notionUserEmail is not defined` even though you removed that field * **Cause**: The variable was renamed in some places but left in others — console logs, OUTPUT payloads, or `runAgent` arguments * **Fix**: Search the entire codebase for the old variable name before deploying. One missed reference fails at runtime, not at build time. Live view URL not available in local runs * **Symptom**: `getLiveViewUrl()` returns a broken URL during `apify run` * **Cause**: `actorId` and `actorRunId` are also `undefined` locally * **Fix**: Guard the live view server behind a check: `if (actorId && actorRunId) { ... }`. Fall back to logging the raw magic link to the console for local development. ## Production notes [Section titled “Production notes”](#production-notes) **Token persistence across runs** — Scalekit stores the OAuth token server-side keyed by `(connectionName, identifier)`. As long as `userId` is stable (it is), the user only completes the OAuth flow once. Subsequent runs call `getOrCreateConnectedAccount` and get an active account back immediately. **Token refresh** — Scalekit refreshes expired tokens automatically before returning them. You do not need to track expiry or call a refresh endpoint. **Re-authorization** — If a user revokes access in Notion’s settings, `getOrCreateConnectedAccount` returns a non-active account. The Actor generates a new magic link automatically. No code change required — the polling loop handles it the same way as a first-time auth. **Shared connectors** — The `shared-youtube` identifier works because YouTube access is the same for all users (e.g., read-only public data). Any connector where all users share the same OAuth session can use a hardcoded identifier. Private data connectors — Notion, Gmail, GitHub — should always use a per-user identifier. **Input schema changes require a redeploy** — The Apify Console reads the input schema from the deployed build. Changes to `.actor/input_schema.json` only take effect after `apify push`. ## Next steps [Section titled “Next steps”](#next-steps) * **Add more per-user connectors** — The same `ensureConnected` + `onMagicLink` pattern works for any Scalekit connector. Add a `src/githubAuth.js` following the same structure as `notionAuth.js`. * **Use built-in actions** — For connectors with Scalekit built-in tools, replace manual API calls with `scalekit.actions.executeTool`. See [all supported connectors](/agentkit/connectors/). * **Extend the input schema** — Add optional fields like `maxIterations` or `llmModel` with defaults, so power users can tune the Actor without the defaults getting in the way for casual users. * **Review the agent auth quickstart** — For a broader overview of the connected-accounts model, see the [agent auth quickstart](/agentkit/quickstart/). --- # DOCUMENT BOUNDARY --- # Building a Custom Organization Switcher > Learn how to build your own organization switcher UI for complete control over multi-tenant user experiences. When users belong to multiple organizations, the default Scalekit organization switcher handles most use cases. However, some applications require deeper integration—a custom switcher embedded directly in your app’s navigation, or a specialized UI that matches your design system. This guide shows you how to build your own organization switcher using Scalekit’s APIs. ## Why build a custom switcher? [Section titled “Why build a custom switcher?”](#why-build-a-custom-switcher) The default Scalekit-hosted switcher works well for most scenarios. Build a custom switcher when you need: * **In-app navigation**: Users switch organizations without leaving your application * **Custom branding**: The switcher matches your application’s design language * **Specialized workflows**: Your app needs org-specific logic during switches * **Reduced redirects**: Avoid sending users through the authentication flow for every switch ## How the custom switcher works [Section titled “How the custom switcher works”](#how-the-custom-switcher-works) Your application handles the entire switching flow: 1. User authenticates through Scalekit and receives a session 2. Your app fetches the user’s organizations via the User Sessions API 3. You render your own organization selector UI 4. When a user selects an organization, your app updates the active context This approach gives you full control over the UI and routing, but requires you to manage session state and organization context within your application. ## Fetch user organizations [Section titled “Fetch user organizations”](#fetch-user-organizations) The User Sessions API returns the `authenticated_organizations` field containing all organizations the user can access. Use this data to populate your switcher UI. * Node.js Express.js ```javascript 1 // Use case: Get user's organizations for your switcher UI 2 // Security: Always validate session ownership before returning org data 3 const session = await scalekit.session.getSession(sessionId); 4 5 // Extract organizations from the session response 6 const organizations = session.authenticated_organizations || []; 7 8 // Render your organization switcher with this data 9 res.json({ organizations }); ``` * Python Flask ```python 1 # Use case: Get user's organizations for your switcher UI 2 # Security: Always validate session ownership before returning org data 3 session = scalekit_client.session.get_session(session_id) 4 5 # Extract organizations from the session response 6 organizations = session.get('authenticated_organizations', []) 7 8 # Render your organization switcher with this data 9 return jsonify({'organizations': organizations}) ``` * Go Gin ```go 1 // Use case: Get user's organizations for your switcher UI 2 // Security: Always validate session ownership before returning org data 3 session, err := scalekitClient.Session().GetSession(ctx, sessionId) 4 if err != nil { 5 return err 6 } 7 8 // Extract organizations from the session response 9 organizations := session.AuthenticatedOrganizations 10 11 // Render your organization switcher with this data 12 c.JSON(http.StatusOK, gin.H{"organizations": organizations}) ``` * Java Spring ```java 1 // Use case: Get user's organizations for your switcher UI 2 // Security: Always validate session ownership before returning org data 3 Session session = scalekitClient.sessions().getSession(sessionId); 4 5 // Extract organizations from the session response 6 List organizations = session.getAuthenticatedOrganizations(); 7 8 // Render your organization switcher with this data 9 return ResponseEntity.ok(Map.of("organizations", organizations)); ``` The response includes organization IDs, names, and metadata for each organization the user can access. ## Add domain context [Section titled “Add domain context”](#add-domain-context) Enhance your switcher by displaying which domains are associated with each organization. Use the Domains API to fetch this information. ```javascript 1 // Example: Fetch domains for an organization 2 const domains = await scalekit.domains.list({ organizationId: 'org_123' }); 3 4 // Display "@acme.com" next to the organization name in your UI ``` This helps users quickly identify the correct organization, especially when they belong to organizations with similar names. ## Handle organization selection [Section titled “Handle organization selection”](#handle-organization-selection) When a user selects an organization in your custom switcher, update your application’s context. Store the active organization ID in session storage or a cookie, then use it for subsequent API calls. * Node.js Express.js ```javascript 1 // Use case: Store selected organization and fetch org-specific data 2 app.post('/api/select-organization', async (req, res) => { 3 const { organizationId } = req.body; 4 const sessionId = req.session.scalekitSessionId; 5 6 // Security: Verify the user belongs to this organization 7 const session = await scalekit.session.getSession(sessionId); 8 const hasAccess = session.authenticated_organizations.some( 9 org => org.id === organizationId 10 ); 11 12 if (!hasAccess) { 13 return res.status(403).json({ error: 'Unauthorized' }); 14 } 15 16 // Store the active organization in the user's session 17 req.session.activeOrganizationId = organizationId; 18 19 res.json({ success: true }); 20 }); ``` * Python Flask ```python 1 # Use case: Store selected organization and fetch org-specific data 2 @app.route('/api/select-organization', methods=['POST']) 3 def select_organization(): 4 data = request.get_json() 5 organization_id = data.get('organizationId') 6 session_id = session.get('scalekit_session_id') 7 8 # Security: Verify the user belongs to this organization 9 user_session = scalekit_client.session.get_session(session_id) 10 has_access = any( 11 org['id'] == organization_id 12 for org in user_session.get('authenticated_organizations', []) 13 ) 14 15 if not has_access: 16 return jsonify({'error': 'Unauthorized'}), 403 17 18 # Store the active organization in the user's session 19 session['active_organization_id'] = organization_id 20 21 return jsonify({'success': True}) ``` * Go Gin ```go 1 // Use case: Store selected organization and fetch org-specific data 2 func SelectOrganization(c *gin.Context) { 3 var req struct { 4 OrganizationID string `json:"organizationId"` 5 } 6 if err := c.BindJSON(&req); err != nil { 7 c.JSON(http.StatusBadRequest, gin.H{"error": "Invalid request"}) 8 return 9 } 10 11 sessionID := c.GetString("scalekitSessionID") 12 13 // Security: Verify the user belongs to this organization 14 session, err := scalekitClient.Session().GetSession(ctx, sessionID) 15 if err != nil { 16 c.JSON(http.StatusInternalServerError, gin.H{"error": "Session error"}) 17 return 18 } 19 20 hasAccess := false 21 for _, org := range session.AuthenticatedOrganizations { 22 if org.ID == req.OrganizationID { 23 hasAccess = true 24 break 25 } 26 } 27 28 if !hasAccess { 29 c.JSON(http.StatusForbidden, gin.H{"error": "Unauthorized"}) 30 return 31 } 32 33 // Store the active organization in the user's session 34 c.SetCookie("activeOrganizationID", req.OrganizationID, 3600, "/", "", true, true) 35 36 c.JSON(http.StatusOK, gin.H{"success": true}) 37 } ``` * Java Spring ```java 1 // Use case: Store selected organization and fetch org-specific data 2 @PostMapping("/api/select-organization") 3 public ResponseEntity selectOrganization( 4 @RequestBody Map request, 5 HttpSession httpSession 6 ) { 7 String organizationId = request.get("organizationId"); 8 String sessionId = (String) httpSession.getAttribute("scalekitSessionId"); 9 10 // Security: Verify the user belongs to this organization 11 Session session = scalekitClient.sessions().getSession(sessionId); 12 boolean hasAccess = session.getAuthenticatedOrganizations().stream() 13 .anyMatch(org -> org.getId().equals(organizationId)); 14 15 if (!hasAccess) { 16 return ResponseEntity.status(HttpStatus.FORBIDDEN) 17 .body(Map.of("error", "Unauthorized")); 18 } 19 20 // Store the active organization in the user's session 21 httpSession.setAttribute("activeOrganizationId", organizationId); 22 23 return ResponseEntity.ok(Map.of("success", true)); 24 } ``` Always verify that the user actually belongs to the organization they’re attempting to switch to. The `authenticated_organizations` array from the session is your source of truth for access control. ## When to use the hosted switcher instead [Section titled “When to use the hosted switcher instead”](#when-to-use-the-hosted-switcher-instead) The default Scalekit-hosted switcher is the right choice when: * You want the quickest implementation with minimal code * Your application doesn’t require in-app organization switching * You’re okay with users navigating through the authentication flow to switch organizations Build a custom switcher when user experience requirements demand deeper integration with your application’s UI and routing. You may refer to our [Sample Org Swithcer ](https://github.com/scalekit-inc/Nextjs-Django-Org-Switcher-Example/tree/main)application to better understand how the API calls enable this custom org switcher that is embedded inside your application. --- # DOCUMENT BOUNDARY --- # Build a multi-agent email triage crew with CrewAI > Use CrewAI multi-agent orchestration with Scalekit-authenticated Gmail tools to scan, classify, and draft replies to emails. CrewAI’s strength is multi-agent orchestration — you define specialized agents and let them collaborate on a shared workflow. But the moment those agents need to call Gmail, Slack, or GitHub on behalf of a real user, you’re stuck managing OAuth tokens, refresh cycles, and per-user credential storage before you write any agent logic. Scalekit eliminates that plumbing. It stores OAuth sessions per user, refreshes tokens automatically, and exposes authenticated tools over MCP. Your CrewAI code never touches a token — it connects to a Scalekit MCP URL and gets back ready-to-use tools. This cookbook builds a three-agent email triage crew: one agent scans unread emails, another classifies them by priority, and a third drafts replies for the high-priority items. All Gmail access goes through Scalekit. **What this recipe covers:** * **Scalekit MCP integration** — get a Virtual MCP Server URL and mint a session token that authenticates Gmail tools for a specific user * **CrewAI MCPServerAdapter** — connect CrewAI to the MCP server so agents can discover and call Gmail tools * **Multi-agent pipeline** — define three agents with distinct roles that run in sequence * **First-run authorization** — handle the OAuth flow when a user hasn’t connected Gmail yet The complete source is available in the [crewai-scalekit-example](https://github.com/scalekit-developers/crewai-scalekit-example) repository. ### 1. Set up a Gmail connection in Scalekit [Section titled “1. Set up a Gmail connection in Scalekit”](#1-set-up-a-gmail-connection-in-scalekit) In the [Scalekit Dashboard](https://app.scalekit.com): 1. Go to **AgentKit** → **Connections** → **Create Connection** and select **Gmail**. 2. Note the **Connection name** — your code references it by this exact string. 3. Go to **AgentKit** → **MCP Configs** and create a config (for example `gmail-user-tools`) that includes Gmail tools. This config name goes into your environment variables. ### 2. Install dependencies [Section titled “2. Install dependencies”](#2-install-dependencies) ```bash 1 pip install crewai crewai-tools scalekit-sdk-python python-dotenv ``` `crewai-tools` provides `MCPServerAdapter`, which connects CrewAI to any MCP server. `scalekit-sdk-python` generates the authenticated MCP URL for each user. ### 3. Configure credentials [Section titled “3. Configure credentials”](#3-configure-credentials) ```bash 1 cp .env.example .env ``` .env ```bash 1 # Scalekit — get these at app.scalekit.com → Settings → API Credentials 2 SCALEKIT_ENV_URL=https://your-env.scalekit.dev 3 SCALEKIT_CLIENT_ID=skc_... 4 SCALEKIT_CLIENT_SECRET=your-secret 5 6 # User identifier from your application 7 SCALEKIT_USER_IDENTIFIER=user_123 8 9 # MCP config name — must match the config in the Scalekit Dashboard 10 SCALEKIT_MCP_CONFIG_NAME=gmail-user-tools 11 12 # LLM — any OpenAI-compatible endpoint 13 OPENAI_API_KEY=sk-... ``` ### 4. Initialize Scalekit and ensure authorization [Section titled “4. Initialize Scalekit and ensure authorization”](#4-initialize-scalekit-and-ensure-authorization) ```python 1 import os 2 from scalekit import ScalekitClient 3 from dotenv import find_dotenv, load_dotenv 4 5 load_dotenv(find_dotenv()) 6 7 scalekit_client = ScalekitClient( 8 env_url=os.environ["SCALEKIT_ENV_URL"], 9 client_id=os.environ["SCALEKIT_CLIENT_ID"], 10 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"], 11 ) 12 actions = scalekit_client.actions 13 14 USER_ID = os.getenv("SCALEKIT_USER_IDENTIFIER", "user_123") ``` Before calling any Gmail tool, check whether the user has an active connected account. If not, print an authorization link and wait for them to complete OAuth in the browser: ```python 1 response = actions.get_or_create_connected_account( 2 connection_name="gmail", 3 identifier=USER_ID, 4 ) 5 if response.connected_account.status != "ACTIVE": 6 link = actions.get_authorization_link( 7 connection_name="gmail", 8 identifier=USER_ID, 9 ) 10 print(f"\n[gmail] Authorization required.") 11 print(f"Open this link:\n\n {link.link}\n") 12 input("Press Enter after authorizing...") ``` After the first successful authorization, `get_or_create_connected_account` returns an active account on all subsequent runs. Scalekit refreshes expired tokens automatically. ### 5. Connect to Gmail tools via MCP [Section titled “5. Connect to Gmail tools via MCP”](#5-connect-to-gmail-tools-via-mcp) Get the Virtual MCP Server URL and mint a session token, then pass both to `MCPServerAdapter`: ```python 1 from crewai_tools import MCPServerAdapter 2 from datetime import timedelta 3 4 # Retrieve config_id by listing Virtual MCP Servers filtered by name 5 list_response = actions.mcp.list_configs(filter_name=os.getenv("SCALEKIT_MCP_CONFIG_NAME", "gmail-user-tools")) 6 mcp_server_url = list_response.configs[0].mcp_server_url 7 mcp_id = list_response.configs[0].id 8 9 token_response = actions.mcp.create_session_token( 10 mcp_config_id=mcp_id, 11 identifier=USER_ID, 12 expiry=timedelta(hours=1), 13 ) ``` Mint a fresh session token before each agent run. The Virtual MCP Server URL is static — it stays the same across all sessions. CrewAI’s `MCPServerAdapter` connects to the MCP server and discovers all available tools: ```python 1 with MCPServerAdapter({ 2 "url": mcp_server_url, 3 "headers": {"Authorization": f"Bearer {token_response.token}"}, 4 "transport": "streamable-http", 5 }) as tools: 6 # `tools` is a list of CrewAI-compatible tool objects 7 print(f"Discovered {len(tools)} Gmail tools") ``` ### 6. Define the agents [Section titled “6. Define the agents”](#6-define-the-agents) Three agents, each with a specific role. Only the Inbox Scanner needs direct access to Gmail tools — the other agents work with the data it produces: ```python 1 from crewai import Agent, LLM 2 3 llm = LLM( 4 model=os.getenv("LLM_MODEL", "gpt-4o"), 5 base_url=os.getenv("OPENAI_BASE_URL"), 6 api_key=os.getenv("OPENAI_API_KEY"), 7 ) 8 9 scanner = Agent( 10 role="Inbox Scanner", 11 goal="Fetch the user's latest unread emails and extract key metadata.", 12 backstory=( 13 "You are an efficient assistant that reads a Gmail inbox and " 14 "returns a structured summary of unread messages including " 15 "subject, sender, date, and a one-line preview." 16 ), 17 tools=tools, # Gmail tools from MCPServerAdapter 18 llm=llm, 19 verbose=True, 20 ) 21 22 prioritizer = Agent( 23 role="Email Prioritizer", 24 goal="Classify each email by urgency: high, medium, or low.", 25 backstory=( 26 "You are an expert at triaging incoming messages. You consider " 27 "sender importance, subject keywords, and time sensitivity to " 28 "assign a priority level to each email." 29 ), 30 llm=llm, 31 verbose=True, 32 ) 33 34 drafter = Agent( 35 role="Reply Drafter", 36 goal="Draft short, professional replies for high-priority emails.", 37 backstory=( 38 "You are a concise writer who drafts polite, on-point email " 39 "replies. You focus only on high-priority items and keep each " 40 "draft under 100 words." 41 ), 42 llm=llm, 43 verbose=True, 44 ) ``` Tool assignment Only assign Gmail tools to agents that need them. The Prioritizer and Drafter operate on data from the Scanner’s output — they don’t need direct Gmail access. This keeps the agent scopes clean and reduces unnecessary tool-calling overhead. ### 7. Define tasks and run the crew [Section titled “7. Define tasks and run the crew”](#7-define-tasks-and-run-the-crew) Each task describes what the agent should do and what output to expect. CrewAI runs them in sequence — each task receives the output of the previous one: ```python 1 from crewai import Crew, Process, Task 2 3 scan_task = Task( 4 description=( 5 "Fetch the last 5 unread emails from Gmail. For each email, " 6 "return: subject, sender name, sender email, date, and a " 7 "one-sentence preview of the body." 8 ), 9 expected_output=( 10 "A numbered list of 5 emails with subject, sender, date, " 11 "and preview for each." 12 ), 13 agent=scanner, 14 ) 15 16 prioritize_task = Task( 17 description=( 18 "Take the list of emails from the Inbox Scanner and classify " 19 "each one as high, medium, or low priority. Consider sender " 20 "importance, urgency cues in the subject, and whether the email " 21 "requires a response." 22 ), 23 expected_output=( 24 "The same list of emails, each now tagged with a priority " 25 "level (high / medium / low) and a brief reason." 26 ), 27 agent=prioritizer, 28 ) 29 30 draft_task = Task( 31 description=( 32 "For each email marked as high priority by the Prioritizer, " 33 "draft a short, professional reply (under 100 words). Skip " 34 "medium and low priority emails." 35 ), 36 expected_output=( 37 "A list of draft replies, one per high-priority email, " 38 "including the original subject line and the draft text." 39 ), 40 agent=drafter, 41 ) 42 43 crew = Crew( 44 agents=[scanner, prioritizer, drafter], 45 tasks=[scan_task, prioritize_task, draft_task], 46 process=Process.sequential, 47 verbose=True, 48 ) 49 50 result = crew.kickoff() 51 print(result) ``` ### 8. Run and test [Section titled “8. Run and test”](#8-run-and-test) ```bash 1 python agent.py ``` On first run, you see an authorization prompt: ```text 1 [gmail] Authorization required. 2 Open this link: 3 4 https://auth.scalekit.dev/connect/... 5 6 Press Enter after authorizing... ``` After completing OAuth in the browser and pressing Enter, the crew runs: ```text 1 [ok] Session token minted 2 Discovered 15 Gmail tools 3 4 [Inbox Scanner] Fetching unread emails... 5 [Email Prioritizer] Classifying 5 emails... 6 [Reply Drafter] Drafting replies for 2 high-priority emails... 7 8 ============================================================ 9 CREW RESULT 10 ============================================================ 11 ## High-Priority Emails — Draft Replies 12 13 1. Subject: "Q1 roadmap feedback needed" 14 From: Sarah Chen 15 Priority: HIGH 16 Draft: "Hi Sarah, thanks for flagging this. I'll review the 17 roadmap doc this afternoon and share my comments by EOD." 18 19 2. Subject: "Production incident — action required" 20 From: PagerDuty 21 Priority: HIGH 22 Draft: "Acknowledged. I'm looking into the alert now and will 23 update the incident channel within 15 minutes." ``` On subsequent runs, the authorization step is skipped entirely. ## Common mistakes [Section titled “Common mistakes”](#common-mistakes) Connection name mismatch * **Symptom**: `get_or_create_connected_account` returns an error or creates a new connection instead of finding the existing one * **Cause**: The connection name in your code does not match the name in the Scalekit Dashboard exactly * **Fix**: Copy the connection name from **AgentKit → Connections** in the dashboard and paste it into your code. Case and spacing matter. MCP config not found * **Symptom**: `list_configs` returns an empty list * **Cause**: `SCALEKIT_MCP_CONFIG_NAME` does not match any config in the dashboard * **Fix**: Go to **AgentKit → MCP Configs** and verify the config name. Create one if it doesn’t exist — it needs to include the Gmail tools you want exposed. Nullable schema fields crash CrewAI * **Symptom**: `TypeError` or `ValidationError` when CrewAI parses tool schemas containing `{"type": ["string", "null"]}` * **Cause**: CrewAI’s built-in JSON Schema converter does not handle nullable union types * **Fix**: Apply the monkey-patch from the [sample repo](https://github.com/scalekit-developers/crewai-scalekit-example/blob/main/agent.py#L28-L43) at the top of your script. This adds nullable type handling to `crewai.utilities.pydantic_schema_utils`. Missing or wrong LLM API key * **Symptom**: `AuthenticationError` or `401` from the LLM provider * **Cause**: `OPENAI_API_KEY` is not set, or points to the wrong provider * **Fix**: Verify your API key is valid. If using a LiteLLM proxy or custom endpoint, set both `OPENAI_API_KEY` and `OPENAI_BASE_URL`. The `LLM_MODEL` variable defaults to `gpt-4o` — change it to match your provider. ## Production notes [Section titled “Production notes”](#production-notes) **User ID from session** — The sample hardcodes `USER_ID = "user_123"`. In production, replace this with the real user identifier from your application’s session or JWT. A mismatch means Scalekit looks up the wrong user’s Gmail connection. **Token freshness** — Scalekit refreshes expired OAuth tokens before returning them. Mint a fresh session token before each agent run — session tokens are short-lived and scoped to a single run. **MCP server URL is static** — The Virtual MCP Server URL (`mcp_server_url`) is stable and the same for all users. Cache it once per config. Only the session token is per-run. **Rate limits** — Gmail API has per-user daily quotas. If your crew runs frequently, add rate-limiting logic or use Scalekit’s built-in tool pagination to limit the number of emails fetched per run. **Error handling** — In production, wrap `crew.kickoff()` in a try/except to handle LLM failures, MCP connection errors, and tool execution failures gracefully. Log the raw error for debugging. ## Next steps [Section titled “Next steps”](#next-steps) * **Add more connectors** — extend the crew with Slack, GitHub, or Calendar tools. Create additional connections in the dashboard, include them in your MCP config, and pass the expanded tool set to the Scanner agent. See [all supported connectors](/agentkit/connectors/). * **Try the AgentKit CrewAI example** — for a shorter, single-agent version of this pattern, see the [CrewAI example page](/agentkit/examples/crewai/). * **Explore other frameworks** — Scalekit works with LangChain, Google ADK, Vercel AI SDK, and more. See [AgentKit code samples](/agentkit/examples/) for the full list. * **Handle re-authorization** — if a user revokes Gmail access, `get_or_create_connected_account` returns an inactive account. Add a re-authorization path to recover gracefully. * **Review the AgentKit quickstart** — for a broader overview of connections, tools, and MCP, see the [AgentKit quickstart](/agentkit/quickstart/). --- # DOCUMENT BOUNDARY --- # Build a daily briefing agent with Vercel AI SDK and Scalekit Agent Auth > Connect a TypeScript or Python agent via Vercel AI SDK and Scalekit Agent Auth to Google Calendar and Gmail using two integration patterns. A daily briefing agent needs two things: today’s calendar events and the latest unread emails. Both live behind OAuth-protected APIs, and each requires its own token, its own authorization flow, and its own refresh logic. Before you write any scheduling logic, you’re already maintaining two parallel token lifecycles. Scalekit eliminates that overhead. It stores one OAuth session per connector per user, handles token refresh automatically, and gives you a single API surface regardless of which provider you’re talking to. This recipe shows how to use it with Google Calendar and Gmail — and demonstrates two patterns for consuming those credentials in your agent. **What this recipe covers:** * **OAuth token pattern** — Scalekit provides a valid token; your agent calls the Google Calendar REST API directly. Use this when you need full control over the request. * **Built-in action pattern** — Your agent calls `execute_tool("gmail_fetch_mails")`; Scalekit executes the Gmail API call and returns structured data. Use this when you want speed and don’t need to customize the request. The complete source used here is available in the [vercel-ai-agent-toolkit](https://github.com/scalekit-developers/vercel-ai-agent-toolkit) repository, with a TypeScript implementation using the Vercel AI SDK and a Python implementation using the Anthropic SDK directly. ### 1. Set up connections in Scalekit [Section titled “1. Set up connections in Scalekit”](#1-set-up-connections-in-scalekit) In the [Scalekit Dashboard](https://app.scalekit.com), create two connections under **AgentKit** > **Connections** > **Create Connection**: * `googlecalendar` — Google Calendar OAuth connection * `gmail` — Gmail OAuth connection The connection names are identifiers your code references directly. They must match exactly. ### 2. Install dependencies [Section titled “2. Install dependencies”](#2-install-dependencies) * TypeScript ```bash 1 cd typescript 2 pnpm install ``` The `typescript/package.json` includes: ```json 1 { 2 "dependencies": { 3 "ai": "^4.3.15", 4 "@ai-sdk/anthropic": "^1.2.12", 5 "@scalekit-sdk/node": "2.2.0-beta.1", 6 "zod": "^3.0.0", 7 "dotenv": "^16.0.0" 8 } 9 } ``` * Python ```bash 1 cd python 2 uv venv .venv 3 uv pip install -r requirements.txt ``` The `python/requirements.txt` includes: ```text 1 scalekit-sdk-python 2 anthropic 3 requests 4 python-dotenv ``` ### 3. Configure credentials [Section titled “3. Configure credentials”](#3-configure-credentials) Copy the example env file and fill in your credentials: ```bash 1 cp typescript/.env.example typescript/.env # TypeScript 2 cp typescript/.env.example python/.env # Python (same variables) ``` .env ```bash 1 SCALEKIT_ENV_URL=https://your-env.scalekit.dev 2 SCALEKIT_CLIENT_ID=skc_... 3 SCALEKIT_CLIENT_SECRET=your-secret 4 5 ANTHROPIC_API_KEY=sk-ant-... ``` Get your Scalekit credentials at **app.scalekit.com → Settings → API Credentials**. ### 4. Initialize the Scalekit client [Section titled “4. Initialize the Scalekit client”](#4-initialize-the-scalekit-client) * TypeScript ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb.js'; 3 import 'dotenv/config'; 4 5 // Never hard-code credentials — they would be exposed in source control. 6 // Pull them from environment variables at runtime. 7 const scalekit = new ScalekitClient( 8 process.env.SCALEKIT_ENV_URL!, 9 process.env.SCALEKIT_CLIENT_ID!, 10 process.env.SCALEKIT_CLIENT_SECRET!, 11 ); 12 13 const USER_ID = 'user_123'; // Replace with the real user ID from your session ``` `ConnectorStatus` is imported from the SDK’s generated protobuf file. Compare `connectedAccount.status` against `ConnectorStatus.ACTIVE` rather than the string `'ACTIVE'` — TypeScript’s type system enforces this. * Python ```python 1 import os 2 import json 3 import requests 4 from datetime import datetime, timezone 5 from dotenv import load_dotenv 6 import anthropic 7 import scalekit.client 8 9 load_dotenv() 10 11 # Never hard-code credentials — they would be exposed in source control. 12 # Pull them from environment variables at runtime. 13 scalekit_client = scalekit.client.ScalekitClient( 14 client_id=os.environ["SCALEKIT_CLIENT_ID"], 15 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"], 16 env_url=os.environ["SCALEKIT_ENV_URL"], 17 ) 18 actions = scalekit_client.actions 19 20 USER_ID = "user_123" # Replace with the real user ID from your session ``` `scalekit_client.actions` is the entry point for all connected-account operations: creating accounts, generating auth links, fetching tokens, and executing built-in tools. ### 5. Ensure each connector is authorized [Section titled “5. Ensure each connector is authorized”](#5-ensure-each-connector-is-authorized) Before calling any API, check whether the user has an active connected account. If not, print an authorization link and wait for them to complete the browser OAuth flow. * TypeScript ```typescript 1 async function ensureConnected(connector: string) { 2 const { connectedAccount } = 3 await scalekit.connectedAccounts.getOrCreateConnectedAccount({ 4 connector, 5 identifier: USER_ID, 6 }); 7 8 if (connectedAccount?.status !== ConnectorStatus.ACTIVE) { 9 const { link } = 10 await scalekit.connectedAccounts.getMagicLinkForConnectedAccount({ 11 connector, 12 identifier: USER_ID, 13 }); 14 console.log(`\n[${connector}] Authorization required.`); 15 console.log(`Open this link:\n\n ${link}\n`); 16 console.log('Press Enter once you have completed the OAuth flow...'); 17 await new Promise(resolve => { 18 process.stdin.resume(); 19 process.stdin.once('data', () => { process.stdin.pause(); resolve(); }); 20 }); 21 } 22 23 return connectedAccount; 24 } ``` * Python ```python 1 def ensure_connected(connector: str): 2 response = actions.get_or_create_connected_account( 3 connection_name=connector, 4 identifier=USER_ID, 5 ) 6 connected_account = response.connected_account 7 8 if connected_account.status != "ACTIVE": 9 link_response = actions.get_authorization_link( 10 connection_name=connector, 11 identifier=USER_ID, 12 ) 13 print(f"\n[{connector}] Authorization required.") 14 print(f"Open this link:\n\n {link_response.link}\n") 15 input("Press Enter once you have completed the OAuth flow...") 16 17 return connected_account ``` After the first successful authorization, `getOrCreateConnectedAccount` / `get_or_create_connected_account` returns an active account on all subsequent calls. Scalekit refreshes expired tokens automatically — your code never calls a token-refresh endpoint. ### 6. Fetch calendar events using the OAuth token pattern [Section titled “6. Fetch calendar events using the OAuth token pattern”](#6-fetch-calendar-events-using-the-oauth-token-pattern) For Google Calendar, retrieve a valid access token from Scalekit and call the Google Calendar REST API directly. This pattern gives you full control over query parameters, pagination, and error handling. * TypeScript ```typescript 1 async function getAccessToken(connector: string): Promise { 2 const response = 3 await scalekit.connectedAccounts.getConnectedAccountByIdentifier({ 4 connector, 5 identifier: USER_ID, 6 }); 7 const details = response?.connectedAccount?.authorizationDetails?.details; 8 if (details?.case === 'oauthToken' && details.value?.accessToken) { 9 return details.value.accessToken; 10 } 11 throw new Error(`No access token found for ${connector}`); 12 } ``` Use this token in a tool that the LLM can call: ```typescript 1 import { tool } from 'ai'; 2 import { z } from 'zod'; 3 4 const today = new Date(); 5 const timeMin = new Date(today.getFullYear(), today.getMonth(), today.getDate()).toISOString(); 6 const timeMax = new Date(today.getFullYear(), today.getMonth(), today.getDate(), 23, 59, 59).toISOString(); 7 8 const calendarToken = await getAccessToken('googlecalendar'); 9 10 const getCalendarEvents = tool({ 11 description: "Fetch today's events from Google Calendar", 12 parameters: z.object({ 13 maxResults: z.number().optional().default(5), 14 }), 15 execute: async ({ maxResults }) => { 16 const url = new URL('https://www.googleapis.com/calendar/v3/calendars/primary/events'); 17 url.searchParams.set('timeMin', timeMin); 18 url.searchParams.set('timeMax', timeMax); 19 url.searchParams.set('maxResults', String(maxResults)); 20 url.searchParams.set('orderBy', 'startTime'); 21 url.searchParams.set('singleEvents', 'true'); 22 23 const res = await fetch(url.toString(), { 24 headers: { Authorization: `Bearer ${calendarToken}` }, 25 }); 26 if (!res.ok) throw new Error(`Calendar API error: ${res.status}`); 27 const data = await res.json() as { items?: unknown[] }; 28 return data.items ?? []; 29 }, 30 }); ``` * Python ```python 1 def get_access_token(connector: str) -> str: 2 # Use get_or_create_connected_account as the safe default so 3 # first-time users do not hit RESOURCE_NOT_FOUND. 4 response = actions.get_or_create_connected_account( 5 connection_name=connector, 6 identifier=USER_ID, 7 ) 8 connected_account = response.connected_account 9 if connected_account.status != "ACTIVE": 10 raise RuntimeError( 11 f"{connector} is not active yet. Complete authorization first." 12 ) 13 14 tokens = connected_account.authorization_details["oauth_token"] 15 return tokens["access_token"] 16 17 def fetch_calendar_events(access_token: str, max_results: int = 5) -> list: 18 today = datetime.now(timezone.utc).astimezone() 19 time_min = today.replace(hour=0, minute=0, second=0, microsecond=0).isoformat() 20 time_max = today.replace(hour=23, minute=59, second=59, microsecond=0).isoformat() 21 22 resp = requests.get( 23 "https://www.googleapis.com/calendar/v3/calendars/primary/events", 24 headers={"Authorization": f"Bearer {access_token}"}, 25 params={ 26 "timeMin": time_min, 27 "timeMax": time_max, 28 "maxResults": max_results, 29 "orderBy": "startTime", 30 "singleEvents": "true", 31 }, 32 ) 33 resp.raise_for_status() 34 return resp.json().get("items", []) ``` ### 7. Fetch emails using the built-in action pattern [Section titled “7. Fetch emails using the built-in action pattern”](#7-fetch-emails-using-the-built-in-action-pattern) For Gmail, call `execute_tool` with the built-in `gmail_fetch_mails` action. Scalekit executes the Gmail API call using the stored token and returns structured data. You don’t need to build the request, handle the token, or parse the response format. * TypeScript ```typescript 1 const getUnreadEmails = tool({ 2 description: 'Fetch top unread emails from Gmail via Scalekit actions', 3 parameters: z.object({ 4 maxResults: z.number().optional().default(5), 5 }), 6 execute: async ({ maxResults }) => { 7 const response = await scalekit.tools.executeTool({ 8 toolName: 'gmail_fetch_mails', 9 connectedAccountId: gmailAccount?.id, 10 params: { 11 query: 'is:unread', 12 max_results: maxResults, 13 }, 14 }); 15 return response.data?.toJson() ?? {}; 16 }, 17 }); ``` * Python ```python 1 def fetch_unread_emails(connected_account_id: str, max_results: int = 5) -> dict: 2 response = actions.execute_tool( 3 tool_name="gmail_fetch_mails", 4 connected_account_id=connected_account_id, 5 tool_input={ 6 "query": "is:unread", 7 "max_results": max_results, 8 }, 9 ) 10 return response.result ``` The built-in action pattern trades flexibility for brevity. You can’t customize headers or pagination, but you also don’t need to read Gmail API documentation — the tool parameters are consistent across all Scalekit connectors. See [all supported agent connectors](/agentkit/connectors/) for the full list of built-in tools. ### 8. Wire the agent together [Section titled “8. Wire the agent together”](#8-wire-the-agent-together) Pass both tools to the LLM and ask for a daily summary. * TypeScript The TypeScript version uses the Vercel AI SDK’s `generateText` with `maxSteps` to allow the LLM to call multiple tools in sequence before producing the final response. ```typescript 1 import { generateText } from 'ai'; 2 import { anthropic } from '@ai-sdk/anthropic'; 3 4 const [calendarAccount, gmailAccount] = await Promise.all([ 5 ensureConnected('googlecalendar'), 6 ensureConnected('gmail'), 7 ]); 8 9 const calendarToken = await getAccessToken('googlecalendar'); 10 11 const { text } = await generateText({ 12 model: anthropic('claude-sonnet-4-6'), 13 prompt: `Give me a summary of my day for ${today.toDateString()}: list today's calendar events and my top 5 unread emails.`, 14 tools: { 15 getCalendarEvents, 16 getUnreadEmails, 17 }, 18 maxSteps: 5, // allow the LLM to call multiple tools before responding 19 }); 20 21 console.log(text); ``` `maxSteps` controls how many tool-call rounds the LLM can make before it must return a final text response. Without it, `generateText` stops after the first tool call. * Python The Python version uses the Anthropic SDK directly with a manual agentic loop. The loop continues until the model returns `stop_reason == "end_turn"` with no pending tool calls. ```python 1 def run_agent(): 2 gmail_account = ensure_connected("gmail") 3 ensure_connected("googlecalendar") 4 calendar_token = get_access_token("googlecalendar") 5 6 client = anthropic.Anthropic() 7 today = datetime.now().strftime("%A, %B %d, %Y") 8 9 tools = [ 10 { 11 "name": "get_calendar_events", 12 "description": "Fetch today's events from Google Calendar", 13 "input_schema": { 14 "type": "object", 15 "properties": {"max_results": {"type": "integer", "default": 5}}, 16 }, 17 }, 18 { 19 "name": "get_unread_emails", 20 "description": "Fetch top unread emails from Gmail via Scalekit actions", 21 "input_schema": { 22 "type": "object", 23 "properties": {"max_results": {"type": "integer", "default": 5}}, 24 }, 25 }, 26 ] 27 28 messages = [ 29 { 30 "role": "user", 31 "content": f"Give me a summary of my day for {today}: list today's calendar events and my top 5 unread emails.", 32 } 33 ] 34 35 while True: 36 response = client.messages.create( 37 model="claude-sonnet-4-6", 38 max_tokens=1024, 39 tools=tools, 40 messages=messages, 41 ) 42 messages.append({"role": "assistant", "content": response.content}) 43 44 if response.stop_reason == "end_turn": 45 for block in response.content: 46 if hasattr(block, "text"): 47 print(block.text) 48 break 49 50 tool_results = [] 51 for block in response.content: 52 if block.type == "tool_use": 53 max_results = block.input.get("max_results", 5) 54 if block.name == "get_calendar_events": 55 result = fetch_calendar_events(calendar_token, max_results) 56 elif block.name == "get_unread_emails": 57 result = fetch_unread_emails(gmail_account.id, max_results) 58 else: 59 result = {"error": f"Unknown tool: {block.name}"} 60 tool_results.append({ 61 "type": "tool_result", 62 "tool_use_id": block.id, 63 "content": json.dumps(result), 64 }) 65 66 if tool_results: 67 messages.append({"role": "user", "content": tool_results}) 68 else: 69 break 70 71 if __name__ == "__main__": 72 run_agent() ``` ### 9. Testing [Section titled “9. Testing”](#9-testing) Run the agent: * TypeScript ```bash 1 cd typescript && pnpm start ``` * Python ```bash 1 cd python && .venv/bin/python index.py ``` On first run, you see two authorization prompts in sequence: ```text 1 [googlecalendar] Authorization required. 2 Open this link: 3 4 https://auth.scalekit.dev/connect/... 5 6 Press Enter once you have completed the OAuth flow... 7 8 [gmail] Authorization required. 9 Open this link: 10 11 https://auth.scalekit.dev/connect/... 12 13 Press Enter once you have completed the OAuth flow... ``` After both connectors are authorized, the agent fetches your data and returns a summary: ```text 1 Here's your day for Friday, March 27, 2026: 2 3 📅 Calendar — 3 events today 4 • 9:00 AM Team standup (30 min) 5 • 1:00 PM Product review 6 • 4:00 PM 1:1 with manager 7 8 📧 Unread emails — top 5 9 • "Q1 roadmap feedback needed" — Sarah Chen, 1h ago 10 • "Deploy failed: production" — GitHub Actions, 2h ago 11 • "New PR review requested" — Lin Feng, 3h ago 12 ... ``` On subsequent runs, both authorization prompts are skipped. Scalekit returns the active session directly. ## Common mistakes [Section titled “Common mistakes”](#common-mistakes) Connection name mismatch * **Symptom**: `getOrCreateConnectedAccount` returns an error for `googlecalendar` or `gmail` * **Cause**: The connection name in the Scalekit Dashboard does not match the literal string in your code * **Fix**: Make the dashboard connection name match your code exactly, for example `googlecalendar` instead of `google-calendar` TypeScript status compared to a string * **Symptom**: TypeScript raises `TS2367` for `connectedAccount?.status !== 'ACTIVE'` * **Cause**: The SDK returns a `ConnectorStatus` enum, not a string literal * **Fix**: Import `ConnectorStatus` from the SDK’s generated protobuf file and compare against `ConnectorStatus.ACTIVE` Python naive datetimes in API calls * **Symptom**: Google Calendar returns a `400` error for your event query * **Cause**: A naive `datetime` produces an ISO string without timezone information * **Fix**: Use `datetime.now(timezone.utc)` and call `.astimezone()` so the generated timestamps are timezone-aware `maxSteps` missing in the Vercel AI SDK * **Symptom**: `generateText` stops after the first tool call instead of returning a final summary * **Cause**: The model is not allowed to make enough tool-call rounds * **Fix**: Set `maxSteps` to at least `3`, and increase it if your workflow needs more than one tool call plus a final response `toolInput` used instead of `params` * **Symptom**: `executeTool` succeeds but the Gmail tool receives no parameters * **Cause**: `@scalekit-sdk/node` expects a `params` field, not `toolInput` * **Fix**: Pass tool arguments in `params`, for example `{ query: 'is:unread', max_results: 5 }` ## Production notes [Section titled “Production notes”](#production-notes) **User ID from session** — Both implementations hardcode `USER_ID = "user_123"`. In production, replace this with the real user identifier from your application’s session. A mismatch means Scalekit looks up the wrong user’s tokens. **Token freshness** — `getConnectedAccountByIdentifier` (TypeScript) and `get_connected_account` (Python) always return a fresh token — Scalekit refreshes it before returning if it has expired. You do not need to track expiry or call a refresh endpoint. **First-run blocking** — The authorization prompt blocks the process until the user completes OAuth in the browser. In a web application, redirect the user to `link` instead of printing it, and handle the callback before proceeding. **`execute_tool` response shape** — In Python, `response.result` is a dictionary whose structure depends on the tool. In TypeScript, `response.data?.toJson()` converts the protobuf response to a plain object. Log the raw response on first use to understand the shape before passing it to the LLM. **Rate limits** — The Google Calendar API and Gmail API both have per-user daily quotas. If your agent runs frequently, add exponential backoff around the API calls and cache calendar events across requests where freshness allows. ## Next steps [Section titled “Next steps”](#next-steps) * **Add more connectors** — The same `ensureConnected` pattern works for any Scalekit-supported connector. Swap the connector name and replace the Google API calls with the target service’s API. See [all supported connectors](/agentkit/connectors/). * **Use the built-in Calendar action** — Scalekit also provides a `googlecalendar_list_events` built-in action. If you don’t need custom query parameters, switch the Calendar tool to `execute_tool` and remove the `getAccessToken` call entirely. * **Stream the response** — Replace `generateText` with `streamText` in the Vercel AI SDK to stream the LLM’s summary token-by-token instead of waiting for the full response. * **Handle re-authorization** — If a user revokes access, `getOrCreateConnectedAccount` returns an inactive account. Add a re-authorization path to recover gracefully instead of crashing. * **Review the agent auth quickstart** — For a broader overview of the connected-accounts model and supported providers, see the [agent auth quickstart](/agentkit/quickstart/). --- # DOCUMENT BOUNDARY --- # FastRouter + Scalekit tool calling > Build a Node.js agent that routes LLM calls through FastRouter and uses Scalekit for per-user OAuth tools. Build an agent that routes LLM calls through [FastRouter](https://fastrouter.ai). FastRouter provides an OpenAI-compatible chat completions API, so the integration requires only one configuration change: point the OpenAI SDK’s `baseURL` at FastRouter. Scalekit extends that with per-user OAuth tool access, so your agent can read Gmail, create GitHub issues, or post to Slack on behalf of individual users. You can choose from [100+ connectors](/agentkit/connectors/). Scalekit handles OAuth token storage, tool discovery, and tool execution for every connected service. The sample repository is **[fastrouter-scalekit-demo](https://github.com/scalekit-developers/fastrouter-scalekit-demo)** on GitHub. ## What you are building [Section titled “What you are building”](#what-you-are-building) * **FastRouter as the LLM provider** — All chat completions go through FastRouter’s OpenAI-compatible endpoint. Switch models by changing one environment variable. * **Scalekit for tool access** — `listScopedTools` returns per-user tool schemas ready to pass directly to FastRouter. `executeTool` runs each tool server-side and returns structured results. * **B2B OAuth without custom OAuth code** — Scalekit handles the OAuth flow, token storage, and refresh for each connected service. Your agent gets an auth link, waits for the user to authorize, and receives a verified, active connected account. * **Agentic loop** — The agent calls FastRouter, receives tool calls, executes them through Scalekit, and feeds results back — repeating until FastRouter returns a final answer. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) * Scalekit account with AgentKit enabled — [create one at app.scalekit.com](https://app.scalekit.com) * At least one AgentKit connection configured (Gmail, GitHub, or Slack) * FastRouter account and API key — [sign up at fastrouter.ai](https://fastrouter.ai) * Node.js 20 or later * For Python code examples: `pip install google-protobuf` (required for tool schema deserialization) ## Clone and run the sample [Section titled “Clone and run the sample”](#clone-and-run-the-sample) 1. **Clone the repository and install dependencies.** ```sh 1 git clone https://github.com/scalekit-developers/fastrouter-scalekit-demo 2 cd fastrouter-scalekit-demo 3 npm install ``` 2. **Copy the example environment file and fill in your credentials.** ```sh 1 cp .env.example .env ``` Open `.env` and set these values: ```sh 1 # Scalekit — find these in your Scalekit dashboard under API Keys 2 SCALEKIT_ENV_URL=https://your-env.scalekit.dev 3 SCALEKIT_CLIENT_ID=your_client_id 4 SCALEKIT_CLIENT_SECRET=your_client_secret 5 6 # The AgentKit connection to use — must match a connection name in your dashboard 7 SCALEKIT_CONNECTION_NAME=gmail 8 9 # FastRouter — find your API key at fastrouter.ai/dashboard 10 FASTROUTER_API_KEY=sk-v1-... 11 FASTROUTER_MODEL=openai/gpt-4o-mini ``` `SCALEKIT_CONNECTION_NAME` must match the exact connection name in your Scalekit dashboard under **AgentKit → Connections**. 3. **Run the agent.** ```sh 1 npm start ``` 4. **Authorize the connection on first run.** The agent prints an authorization link if the connected account is not yet active: ```plaintext 1 Authorization required. 2 Open this link and complete the flow: 3 4 https://your-env.scalekit.dev/magicLink/... 5 6 Waiting for callback on http://localhost:3000/callback ... ``` Open the link in your browser and complete the OAuth flow. The agent detects the callback automatically and continues — no manual step required. After authorization, the agent loads tools, calls FastRouter, and prints a final answer: ```plaintext 1 Connected account is now active. 2 Loaded 17 scoped tools from Scalekit. 3 Model requested 1 tool call(s). 4 5 → Executing gmail_list_messages 6 args: {"maxResults":5,"q":"is:unread"} 7 8 Final answer: 9 10 Here are your 5 most recent unread emails: ... ``` ## How the agent works [Section titled “How the agent works”](#how-the-agent-works) Three pieces connect FastRouter to Scalekit tools. ### B2B OAuth connects user accounts without custom token code [Section titled “B2B OAuth connects user accounts without custom token code”](#b2b-oauth-connects-user-accounts-without-custom-token-code) Scalekit handles the full OAuth flow. Your agent calls `getOrCreateConnectedAccount` to check whether the user’s account is already connected, then calls `getAuthorizationLink` to get an auth URL if it isn’t. SDK language support The AgentKit SDK currently supports Node.js and Python. Go and Java support is planned for a later release, so this guide includes only those two language tabs. * Node.js ```typescript 1 import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb'; 2 import crypto from 'node:crypto'; 3 4 const connectionName = process.env.SCALEKIT_CONNECTION_NAME; 5 if (!connectionName) { 6 throw new Error('SCALEKIT_CONNECTION_NAME is required'); 7 } 8 9 const userVerifyUrl = 'http://localhost:3000/callback'; 10 11 // Generate a random state value and store it (e.g. in a secure cookie or session) 12 // to validate on the OAuth callback and prevent CSRF / account mix-up attacks. 13 const state = crypto.randomUUID(); 14 15 const { connectedAccount } = await scalekit.actions.getOrCreateConnectedAccount({ 16 connectionName, 17 identifier: 'user_123', 18 userVerifyUrl, 19 }); 20 21 if (connectedAccount?.status !== ConnectorStatus.ACTIVE) { 22 const { link } = await scalekit.actions.getAuthorizationLink({ 23 connectionName, 24 identifier: 'user_123', 25 userVerifyUrl, 26 state, 27 }); 28 // Show link to user, then wait for the browser redirect callback 29 } ``` * Python ```python 1 import os 2 import secrets 3 4 connection_name = os.environ["SCALEKIT_CONNECTION_NAME"] 5 user_verify_url = "http://localhost:3000/callback" 6 7 # Generate and store a state value (e.g. in a secure, HTTP-only cookie) for CSRF protection 8 state = secrets.token_urlsafe(32) 9 10 response = scalekit_client.actions.get_or_create_connected_account( 11 connection_name=connection_name, 12 identifier="user_123", 13 user_verify_url=user_verify_url, 14 ) 15 16 if response.connected_account.status != "ACTIVE": 17 link_resp = scalekit_client.actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier="user_123", 20 user_verify_url=user_verify_url, 21 state=state, 22 ) 23 # Show link_resp.link to the user ``` `userVerifyUrl` is where Scalekit redirects the user’s browser after the OAuth flow completes (GET request with `auth_request_id` and `state` query parameters). The sample runs a minimal HTTP server on `localhost:3000` to catch that redirect, validate the `state` against the original value, extract the `auth_request_id`, and call `verifyConnectedAccountUser` to mark the account active: * Node.js ```typescript 1 async function waitForCallback(port: number, expectedState: string): Promise { 2 return new Promise((resolve, reject) => { 3 const server = http.createServer((req, res) => { 4 const url = new URL(req.url ?? '/', `http://localhost:${port}`); 5 const authRequestId = url.searchParams.get('auth_request_id'); 6 const returnedState = url.searchParams.get('state'); 7 8 res.writeHead(200, { 'Content-Type': 'text/html' }); 9 res.end('

Authorization complete — return to your terminal.

'); 10 server.close(); 11 12 if (authRequestId && returnedState === expectedState) { 13 resolve(authRequestId); 14 } else { 15 reject(new Error('Invalid or missing auth_request_id or state in callback')); 16 } 17 }); 18 server.listen(port); 19 }); 20 } 21 22 const authRequestId = await waitForCallback(3000, state); 23 await scalekit.actions.verifyConnectedAccountUser({ 24 authRequestId, 25 identifier: 'user_123', 26 }); ``` * Python ```python 1 # In your web framework callback handler (e.g. FastAPI): 2 # 1. Validate that the "state" query param matches the value you stored earlier 3 # 2. Then exchange the auth_request_id (never trust identity from the URL alone) 4 5 result = scalekit_client.actions.verify_connected_account_user( 6 auth_request_id=auth_request_id, 7 identifier="user_123", 8 ) 9 # redirect to result.post_user_verify_redirect_url ``` Production callback endpoint In a production web app, replace `localhost:3000/callback` with your server’s callback endpoint. Scalekit redirects the browser to it with `auth_request_id` and `state` query params. Your handler must validate the state before calling `verifyConnectedAccountUser` to complete account activation. ### Tool discovery returns schemas in FastRouter’s expected format [Section titled “Tool discovery returns schemas in FastRouter’s expected format”](#tool-discovery-returns-schemas-in-fastrouters-expected-format) `listScopedTools` returns only the tools the connected account has permission to use. Map each tool’s `input_schema` to the `parameters` field FastRouter expects: ```typescript 1 const { tools } = await scalekit.tools.listScopedTools('user_123', { 2 filter: { connectionNames: [connectionName] }, 3 pageSize: 100, 4 }); 5 6 const fastRouterTools = tools 7 .map((t) => t.tool?.definition) 8 .filter((def): def is NonNullable => Boolean(def?.name)) 9 .map((def) => ({ 10 type: 'function' as const, 11 function: { 12 name: String(def.name), 13 description: String(def.description ?? ''), 14 parameters: def.input_schema ?? { type: 'object', properties: {} }, 15 }, 16 })); ``` FastRouter uses the same function-calling format as OpenAI. No additional schema transformation is needed. ### The agentic loop runs until the model stops requesting tools [Section titled “The agentic loop runs until the model stops requesting tools”](#the-agentic-loop-runs-until-the-model-stops-requesting-tools) Pass the tool list to FastRouter and execute each tool call through Scalekit until the model returns a response with no tool calls: ```typescript 1 const messages: OpenAI.ChatCompletionMessageParam[] = [ 2 { role: 'system', content: 'You are a helpful assistant. Use tools when they help. Do not invent tool results.' }, 3 { role: 'user', content: 'Fetch my last 5 unread emails and summarize them.' }, 4 ]; 5 6 for (let turn = 0; turn < 8; turn++) { 7 const response = await fastRouter.chat.completions.create({ 8 model: 'openai/gpt-4o-mini', 9 messages, 10 tools: fastRouterTools, 11 tool_choice: 'auto', 12 }); 13 14 const message = response.choices[0].message; 15 messages.push(message); 16 17 // No tool calls means a final answer 18 if (!message.tool_calls?.length) { 19 console.log(message.content); 20 return; 21 } 22 23 // Execute each tool call and append the result 24 for (const call of message.tool_calls) { 25 const result = await scalekit.actions.executeTool({ 26 toolName: call.function.name, 27 identifier: 'user_123', 28 connector: connectionName, 29 toolInput: JSON.parse(call.function.arguments), 30 }); 31 32 messages.push({ 33 role: 'tool', 34 tool_call_id: call.id, 35 content: JSON.stringify(result.data ?? {}), 36 }); 37 } 38 } ``` `executeTool` runs the tool server-side using the connected account’s stored OAuth tokens. Your agent never handles raw access tokens. ## Customize the agent [Section titled “Customize the agent”](#customize-the-agent) **Change the connection.** Set `SCALEKIT_CONNECTION_NAME` to any connection configured in your Scalekit dashboard: | Value | What it connects | | -------- | ----------------------------------- | | `gmail` | Gmail read/send | | `github` | Repositories, issues, pull requests | | `slack` | Channels, messages, users | **Change the model.** Set `FASTROUTER_MODEL` in `.env` to any model FastRouter supports. The agent uses the same code regardless of which model you choose. **Change the prompt.** Pass a prompt as a CLI argument to override the default: ```sh 1 npm start "List all GitHub pull requests assigned to me" ``` Or set `USER_PROMPT` in `.env` to change the default. **Support multiple connections.** Call `listScopedTools` with multiple connection names to give the model tools from all of them at once: ```typescript 1 const { tools } = await scalekit.tools.listScopedTools('user_123', { 2 filter: { connectionNames: ['gmail', 'github', 'slack'] }, 3 }); ``` ## Next steps [Section titled “Next steps”](#next-steps) * **[Scalekit overview](/agentkit/connections)** — Understand connected accounts, tool discovery, and tool execution in depth. * **[AgentKit connections](/agentkit/connectors)** — Set up Gmail, GitHub, Slack, and other connections. * **[OpenAI example](/agentkit/examples/openai)** — See the same tool-calling pattern with OpenAI directly. * **[LiteLLM inbox triage cookbook](/cookbooks/litellm-agentkit-inbox-triage)** — A more complex multi-connection agent with a web approval interface. --- # DOCUMENT BOUNDARY --- # Implement passwordless auth in Next.js 15 > Add magic link and OTP authentication to your Next.js application using Scalekit's headless API. Next.js 15’s App Router expects authentication to be server-first: tokens generated on the server, verification happening in Route Handlers or Server Actions, and sessions stored in HttpOnly cookies. If you’re building passwordless authentication (magic links + OTP), traditional client-side SDKs won’t work properly with this model. This cookbook shows you how to implement passwordless auth that works natively with Next.js 15’s architecture using Scalekit’s headless API. ## The problem [Section titled “The problem”](#the-problem) You want passwordless authentication in Next.js 15 but face these challenges: * **Client-side SDKs break App Router patterns** - They expect browser-side token handling, which violates server-first principles * **Vendor UIs don’t match your design** - Pre-built login pages force you to compromise on branding * **DIY is complex** - Building secure token generation, email delivery, verification, and session management from scratch is a significant lift * **Cross-device failures** - Magic links often break when users switch devices or email clients strip parameters ## Who needs this [Section titled “Who needs this”](#who-needs-this) This cookbook is for you if: * ✅ You’re building a Next.js 15 application using App Router * ✅ You want passwordless authentication (magic links, OTP, or both) * ✅ You need full control over your login UI and email design * ✅ You don’t want to migrate your existing user database * ✅ You require server-side security for compliance You **don’t** need this if: * ❌ You’re happy with vendor-hosted login pages * ❌ You’re using Next.js Pages Router (not App Router) * ❌ You prefer traditional username/password authentication ## The solution [Section titled “The solution”](#the-solution) Scalekit’s passwordless API provides three server-side methods that integrate directly with Next.js 15’s architecture: 1. **`sendPasswordlessEmail()`** - Generates and sends magic link/OTP to user’s email 2. **`verifyPasswordlessEmail()`** - Validates the token/code and returns verified identity 3. **`resendPasswordlessEmail()`** - Issues a fresh credential if the first expires All security logic stays server-side, works with Server Actions and Route Handlers, and integrates with Edge Middleware for route protection. ## Implementation [Section titled “Implementation”](#implementation) ### 1. Configure Scalekit dashboard [Section titled “1. Configure Scalekit dashboard”](#1-configure-scalekit-dashboard) Enable passwordless authentication in your [Scalekit dashboard](https://app.scalekit.com/): 1. Navigate to **Authentication → Passwordless** 2. Select **Magic Link + Verification Code** for maximum reliability 3. Set **Expiry Period** (e.g., 600 seconds for 10-minute lifetime) 4. Enable **Enforce same browser origin** to prevent link hijacking 5. (Optional) Enable **Regenerate credentials on resend** to invalidate old links ### 2. Install dependencies and configure environment [Section titled “2. Install dependencies and configure environment”](#2-install-dependencies-and-configure-environment) ```bash 1 npm install @scalekit-sdk/node jsonwebtoken ``` Create `.env.local`: ```bash 1 SCALEKIT_ENVIRONMENT_URL=env_xxxx 2 SCALEKIT_CLIENT_ID=skc_xxx 3 SCALEKIT_CLIENT_SECRET=your_secret 4 APP_URL=http://localhost:3000 5 JWT_SECRET=your_jwt_secret ``` ### 3. Create session management utilities [Section titled “3. Create session management utilities”](#3-create-session-management-utilities) Create `lib/session-store.ts` to handle server-side session creation: ```typescript 1 import jwt from 'jsonwebtoken'; 2 import { cookies } from 'next/headers'; 3 4 const COOKIE = 'session'; 5 const SECRET = process.env.JWT_SECRET!; 6 7 export function createSession(email: string) { 8 const token = jwt.sign({ email }, SECRET, { expiresIn: '7d' }); 9 cookies().set(COOKIE, token, { 10 httpOnly: true, 11 secure: process.env.NODE_ENV === 'production', 12 sameSite: 'lax', 13 path: '/', 14 maxAge: 60 * 60 * 24 * 7, 15 }); 16 } 17 18 export function readSessionEmail(): string | null { 19 const token = cookies().get(COOKIE)?.value; 20 if (!token) return null; 21 22 try { 23 const decoded = jwt.verify(token, SECRET) as { email: string }; 24 return decoded.email; 25 } catch { 26 return null; 27 } 28 } 29 30 export function clearSession() { 31 cookies().delete(COOKIE); 32 } ``` ### 4. Create send email endpoint [Section titled “4. Create send email endpoint”](#4-create-send-email-endpoint) Create `app/api/auth/send-passwordless/route.ts`: ```typescript 1 import Scalekit from '@scalekit-sdk/node'; 2 import { NextRequest, NextResponse } from 'next/server'; 3 4 const scalekit = new Scalekit( 5 process.env.SCALEKIT_ENVIRONMENT_URL!, 6 process.env.SCALEKIT_CLIENT_ID!, 7 process.env.SCALEKIT_CLIENT_SECRET! 8 ); 9 10 export async function POST(req: NextRequest) { 11 const { email } = await req.json(); 12 13 try { 14 const response = await scalekit.passwordless.sendPasswordlessEmail(email, { 15 template: 'SIGNIN', 16 expiresIn: 600, // 10 minutes 17 state: crypto.randomUUID(), 18 magiclinkAuthUri: `${process.env.APP_URL}/api/auth/verify`, 19 }); 20 21 return NextResponse.json({ 22 authRequestId: response.authRequestId, 23 expiresAt: response.expiresAt, 24 }); 25 } catch (error) { 26 return NextResponse.json( 27 { error: 'Failed to send email' }, 28 { status: 500 } 29 ); 30 } 31 } ``` ### 5. Create verification endpoint [Section titled “5. Create verification endpoint”](#5-create-verification-endpoint) Create `app/api/auth/verify/route.ts` with both GET (magic link) and POST (OTP) handlers: ```typescript 1 import Scalekit from '@scalekit-sdk/node'; 2 import { NextRequest, NextResponse } from 'next/server'; 3 import { createSession } from '@/lib/session-store'; 4 5 const scalekit = new Scalekit( 6 process.env.SCALEKIT_ENVIRONMENT_URL!, 7 process.env.SCALEKIT_CLIENT_ID!, 8 process.env.SCALEKIT_CLIENT_SECRET! 9 ); 10 11 // Magic link verification 12 export async function GET(req: NextRequest) { 13 const url = new URL(req.url); 14 const linkToken = url.searchParams.get('link_token'); 15 const authRequestId = url.searchParams.get('auth_request_id') ?? undefined; 16 17 if (!linkToken) { 18 return NextResponse.redirect( 19 new URL('/login?error=missing_token', req.url) 20 ); 21 } 22 23 try { 24 const verified = await scalekit.passwordless.verifyPasswordlessEmail( 25 { linkToken }, 26 authRequestId 27 ); 28 29 createSession(verified.email); 30 return NextResponse.redirect(new URL('/dashboard', req.url)); 31 } catch { 32 return NextResponse.redirect( 33 new URL('/login?error=verification_failed', req.url) 34 ); 35 } 36 } 37 38 // OTP verification 39 export async function POST(req: NextRequest) { 40 const { code, authRequestId } = await req.json(); 41 42 if (!code || !authRequestId) { 43 return NextResponse.json( 44 { error: 'Missing required fields' }, 45 { status: 400 } 46 ); 47 } 48 49 try { 50 const verified = await scalekit.passwordless.verifyPasswordlessEmail( 51 { code }, 52 authRequestId 53 ); 54 55 createSession(verified.email); 56 return NextResponse.json({ success: true }); 57 } catch { 58 return NextResponse.json( 59 { error: 'Invalid or expired code' }, 60 { status: 400 } 61 ); 62 } 63 } ``` ### 6. Add resend endpoint [Section titled “6. Add resend endpoint”](#6-add-resend-endpoint) Create `app/api/auth/resend-passwordless/route.ts`: ```typescript 1 import Scalekit from '@scalekit-sdk/node'; 2 import { NextRequest, NextResponse } from 'next/server'; 3 4 const scalekit = new Scalekit( 5 process.env.SCALEKIT_ENVIRONMENT_URL!, 6 process.env.SCALEKIT_CLIENT_ID!, 7 process.env.SCALEKIT_CLIENT_SECRET! 8 ); 9 10 export async function POST(req: NextRequest) { 11 const { authRequestId } = await req.json(); 12 13 if (!authRequestId) { 14 return NextResponse.json( 15 { error: 'Missing authRequestId' }, 16 { status: 400 } 17 ); 18 } 19 20 try { 21 const response = await scalekit.passwordless.resendPasswordlessEmail( 22 authRequestId 23 ); 24 25 return NextResponse.json({ 26 authRequestId: response.authRequestId, 27 expiresAt: response.expiresAt, 28 }); 29 } catch { 30 return NextResponse.json( 31 { error: 'Resend failed' }, 32 { status: 400 } 33 ); 34 } 35 } ``` ### 7. Protect routes with middleware [Section titled “7. Protect routes with middleware”](#7-protect-routes-with-middleware) Create `middleware.ts` in your project root: ```typescript 1 import { NextRequest, NextResponse } from 'next/server'; 2 3 export function middleware(req: NextRequest) { 4 const protectedPath = req.nextUrl.pathname.startsWith('/dashboard'); 5 const hasSession = Boolean(req.cookies.get('session')?.value); 6 7 if (protectedPath && !hasSession) { 8 const url = new URL('/login', req.url); 9 url.searchParams.set('next', req.nextUrl.pathname); 10 return NextResponse.redirect(url); 11 } 12 13 return NextResponse.next(); 14 } 15 16 export const config = { 17 matcher: ['/dashboard/:path*'], 18 }; ``` ### 8. Build login UI (example) [Section titled “8. Build login UI (example)”](#8-build-login-ui-example) Create `app/login/page.tsx`: ```typescript 1 'use client'; 2 3 import { useState } from 'react'; 4 import { useRouter } from 'next/navigation'; 5 6 export default function LoginPage() { 7 const [email, setEmail] = useState(''); 8 const [authRequestId, setAuthRequestId] = useState(''); 9 const [showOtp, setShowOtp] = useState(false); 10 const [otp, setOtp] = useState(''); 11 const router = useRouter(); 12 13 async function handleSendEmail(e: React.FormEvent) { 14 e.preventDefault(); 15 16 const res = await fetch('/api/auth/send-passwordless', { 17 method: 'POST', 18 headers: { 'Content-Type': 'application/json' }, 19 body: JSON.stringify({ email }), 20 }); 21 22 const data = await res.json(); 23 setAuthRequestId(data.authRequestId); 24 setShowOtp(true); 25 } 26 27 async function handleVerifyOtp(e: React.FormEvent) { 28 e.preventDefault(); 29 30 const res = await fetch('/api/auth/verify', { 31 method: 'POST', 32 headers: { 'Content-Type': 'application/json' }, 33 body: JSON.stringify({ code: otp, authRequestId }), 34 }); 35 36 if (res.ok) { 37 router.push('/dashboard'); 38 } 39 } 40 41 return ( 42
43 {!showOtp ? ( 44
45 setEmail(e.target.value)} 49 placeholder="Enter your email" 50 required 51 /> 52 53
54 ) : ( 55
56

Check your email for a magic link or enter the code below:

57 setOtp(e.target.value)} 61 placeholder="Enter 6-digit code" 62 maxLength={6} 63 /> 64 65
66 )} 67
68 ); 69 } ``` ## Security features [Section titled “Security features”](#security-features) Scalekit enforces these protections automatically: * **Rate limiting**: 2 emails per minute per address, 5 OTP attempts per 10 minutes * **Short-lived tokens**: Configure expiry from 60 seconds to 1 hour * **Same-browser enforcement**: When enabled, links can only be verified from the originating browser * **HttpOnly sessions**: Tokens never touch client JavaScript ## Error handling [Section titled “Error handling”](#error-handling) Map Scalekit errors to user-friendly messages: ```typescript 1 function getErrorMessage(error: string): string { 2 if (error.includes('expired')) { 3 return 'This link has expired. Request a new one.'; 4 } 5 if (error.includes('rate')) { 6 return 'Too many attempts. Please try again later.'; 7 } 8 if (error.includes('invalid')) { 9 return 'Invalid code. Please check and try again.'; 10 } 11 return 'Verification failed. Please try again.'; 12 } ``` ## Production checklist [Section titled “Production checklist”](#production-checklist) Before deploying: * ✅ Set `secure: true` for session cookies (enforced automatically in production) * ✅ Configure production Scalekit credentials in environment variables * ✅ Verify dashboard settings match your security requirements * ✅ Test magic link + OTP flow on multiple email clients * ✅ Set up monitoring for authentication errors and rate limit hits * ✅ Configure custom email templates with your branding ## Complete example [Section titled “Complete example”](#complete-example) Full working code is available in the [Scalekit GitHub repository](https://github.com/scalekit-developers/blogops-app-examples/tree/main/nextjs-passwordless-auth). ## Why this approach works [Section titled “Why this approach works”](#why-this-approach-works) This implementation: * **Works natively with App Router** - All sensitive operations are server-side * **Maintains full UI control** - No vendor widgets or redirects to hosted pages * **Handles cross-device gracefully** - OTP fallback covers magic link failures * **Requires no user migration** - Works on top of your existing user store * **Stays secure by default** - HttpOnly cookies, server-only verification, automatic rate limiting ## Related resources [Section titled “Related resources”](#related-resources) * [Scalekit Passwordless Auth Documentation](https://docs.scalekit.com/passwordless/) * [Next.js 15 App Router Documentation](https://nextjs.org/docs/app) * [Full tutorial blog post](https://www.scalekit.com/blog/passwordless-authentication-next-js) --- # DOCUMENT BOUNDARY --- # Configuring JWT Validation Timeouts in Spring Boot 4.0+ > Fix connection timeout errors when validating Scalekit JWT tokens in Spring Boot 4.0.0 and later versions. If you’re using Spring Boot 4.0.0 or later and experiencing connection timeout errors when validating JWT tokens from Scalekit, you’ll need to explicitly configure timeout values. This is a known issue affecting Spring Security’s OAuth2 resource server configuration. ## The problem [Section titled “The problem”](#the-problem) Your Spring Boot application successfully configures the `issuer-uri` for JWT validation: ```yaml 1 spring: 2 security: 3 oauth2: 4 resourceserver: 5 jwt: 6 issuer-uri: https://auth.scalekit.com ``` But authentication fails with timeout errors like: ```plaintext 1 java.net.SocketTimeoutException: Connect timed out 2 at org.springframework.security.oauth2.jwt.JwtDecoders.fromIssuerLocation ``` ## Why this happens [Section titled “Why this happens”](#why-this-happens) Starting with Spring Boot 4.0.0, Spring Security changed how it handles HTTP connections during JWT validation: * **Before 4.0.0**: Spring used default system timeouts (often much longer) * **After 4.0.0**: Spring enforces strict, short timeout defaults that can be too aggressive for production When your application starts or validates its first JWT token, Spring Security: 1. Fetches the OpenID Connect discovery document from `issuer-uri` 2. Retrieves the JWKS (JSON Web Key Set) to verify token signatures 3. Caches these for future validations If these initial requests timeout, authentication fails completely. ## Who needs this fix [Section titled “Who needs this fix”](#who-needs-this-fix) This issue specifically affects: * ✅ Spring Boot applications version **4.0.0 or later** * ✅ Using `issuer-uri` for JWT validation (not manual `jwk-set-uri`) * ✅ Production environments with network latency or firewall rules * ✅ Applications experiencing intermittent authentication failures You **don’t** need this if: * ❌ Using Spring Boot 3.x or earlier * ❌ Manually configuring `jwk-set-uri` instead of `issuer-uri` * ❌ Already have custom `RestTemplate` or `WebClient` configurations ## The solution [Section titled “The solution”](#the-solution) For Spring Security servlet resource servers, there are no properties to configure JWT discovery/JWKS HTTP timeouts. Use a custom `JwtDecoder` bean with `RestOperations` (for example, `RestTemplate`) and explicit timeout values: ```java 1 import org.springframework.context.annotation.Bean; 2 import org.springframework.context.annotation.Configuration; 3 import org.springframework.http.client.SimpleClientHttpRequestFactory; 4 import org.springframework.security.oauth2.jwt.JwtDecoder; 5 import org.springframework.security.oauth2.jwt.NimbusJwtDecoder; 6 import org.springframework.web.client.RestTemplate; 7 8 @Configuration 9 public class SecurityConfig { 10 11 @Bean 12 public JwtDecoder jwtDecoder() { 13 // Create a RestTemplate with custom timeouts 14 SimpleClientHttpRequestFactory factory = new SimpleClientHttpRequestFactory(); 15 factory.setConnectTimeout(10000); // 10 seconds 16 factory.setReadTimeout(10000); // 10 seconds 17 18 RestTemplate restTemplate = new RestTemplate(factory); 19 20 // Use the custom RestTemplate for JWT validation 21 return NimbusJwtDecoder 22 .withIssuerLocation("https://auth.scalekit.com") 23 .restOperations(restTemplate) 24 .build(); 25 } 26 } ``` This gives you: * Full control over HTTP client configuration * Ability to add custom headers or interceptors * Environment-specific timeout tuning (development: 5000ms, production: 10000–15000ms) ## Verifying the fix [Section titled “Verifying the fix”](#verifying-the-fix) After applying the configuration: 1. **Restart your application** - Spring Security initializes the JWT decoder on startup 2. **Test authentication** - Make a request with a valid Scalekit JWT token 3. **Check logs** - You should see successful JWKS retrieval: ```plaintext 1 DEBUG o.s.security.oauth2.jwt.JwtDecoder - Retrieved JWKS from https://auth.scalekit.com/.well-known/jwks.json ``` If you still see timeout errors: * Verify network connectivity to `auth.scalekit.com` * Check firewall rules allowing outbound HTTPS * Increase timeout values if your network has high latency ## When to use standard Spring Security instead [Section titled “When to use standard Spring Security instead”](#when-to-use-standard-spring-security-instead) This cookbook addresses a specific Spring Boot 4.0+ timeout issue. For general JWT validation setup: * Follow the [Spring Security OAuth2 Resource Server documentation](https://docs.spring.io/spring-security/reference/servlet/oauth2/resource-server/jwt.html) * Use Scalekit’s standard Java SDK for token validation if not using Spring Security * Consider the default `issuer-uri` configuration if you’re not experiencing timeouts ## Related resources [Section titled “Related resources”](#related-resources) * [Spring Security OAuth2 Resource Server - JWT Timeouts](https://docs.spring.io/spring-security/reference/servlet/oauth2/resource-server/jwt.html#oauth2resourceserver-jwt-timeouts) * [Scalekit API reference](/apis/#tag/authentication) * [Spring Boot 4.0 Release Notes](https://github.com/spring-projects/spring-boot/wiki/Spring-Boot-4.0-Release-Notes) --- # DOCUMENT BOUNDARY --- # Trace AgentKit tool calls in LangSmith > Add LangSmith observability to a LangChain agent that uses Scalekit AgentKit tools for Gmail, Slack, GitHub, and 60+ connectors. When you hand an LLM a set of tools — Gmail, Slack, GitHub, calendar — you need to see what happened. Which tool was called, with what arguments, what came back, and how long it took. Without that visibility, debugging a misbehaving agent means guessing. [LangSmith](https://smith.langchain.com) provides that visibility for LangChain agents. Scalekit AgentKit returns native LangChain `StructuredTool` objects, which means LangSmith traces them automatically — no wrapper code, no custom callbacks. Set two environment variables and every tool call shows up as a span in your trace. This recipe builds a Python agent that fetches Gmail messages through AgentKit and traces the entire run in LangSmith. The same pattern works with any of Scalekit’s 60+ connectors. ## What you are building [Section titled “What you are building”](#what-you-are-building) * **A LangChain agent** that uses Scalekit AgentKit tools to read Gmail. * **LangSmith tracing** that captures every LLM call, tool invocation, input/output, and latency as spans in a trace. * **A verification step** confirming traces appear in the LangSmith dashboard. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) * A Scalekit account at [app.scalekit.com](https://app.scalekit.com) with API credentials (**Settings → API Credentials**). * A **Gmail** connection configured under **Agent Auth → Connections**. See [Configure a connection](/agentkit/connections/). * A [LangSmith account](https://smith.langchain.com) and API key from **Settings → API Keys**. * An OpenAI API key, or a LiteLLM gateway URL with a virtual key. * **Python 3.10+** and **pip** or **uv**. 1. ## Install dependencies [Section titled “Install dependencies”](#install-dependencies) Terminal ```bash 1 pip install scalekit-sdk-python langchain-openai langsmith python-dotenv ``` `scalekit-sdk-python` includes the LangChain adapter. `langsmith` is the tracing client — importing it is enough for LangSmith to pick up traces when the environment variables are set. 2. ## Set environment variables [Section titled “Set environment variables”](#set-environment-variables) Create a `.env` file at the project root: .env ```bash 1 # Scalekit — from app.scalekit.com → Settings → API Credentials 2 # Threat: leaked credentials grant full API access to your Scalekit environment. 3 # Never commit this file to version control; add .env to .gitignore. 4 SCALEKIT_CLIENT_ID=skc_your_client_id 5 SCALEKIT_CLIENT_SECRET=skcs_your_client_secret 6 SCALEKIT_ENVIRONMENT_URL=https://your-subdomain.scalekit.dev 7 8 # LangSmith — from smith.langchain.com → Settings → API Keys 9 # Threat: exposed API key allows unauthorized trace reads and writes. 10 LANGCHAIN_TRACING_V2=true 11 LANGCHAIN_API_KEY=lsv2_your_langsmith_api_key 12 LANGCHAIN_PROJECT=scalekit-agentkit-traces 13 14 # LLM — OpenAI directly, or through a LiteLLM gateway 15 # Threat: exposed key allows unauthorized model usage billed to your account. 16 OPENAI_API_KEY=sk-your-openai-key ``` | Variable | Purpose | | ---------------------- | ------------------------------------------------------------ | | `LANGCHAIN_TRACING_V2` | Must be `true` to enable tracing | | `LANGCHAIN_API_KEY` | Your LangSmith API key (starts with `lsv2_`) | | `LANGCHAIN_PROJECT` | Project name in LangSmith — auto-created if it doesn’t exist | Using a LiteLLM gateway? Replace `OPENAI_API_KEY` with `LITELLM_BASE_URL` and `LITELLM_API_KEY`, then pass them to `ChatOpenAI(openai_api_base=..., openai_api_key=...)`. The tracing behavior is identical — LangSmith traces the LangChain layer, not the transport. 3. ## Connect a user to Gmail [Section titled “Connect a user to Gmail”](#connect-a-user-to-gmail) Initialize the Scalekit client and ensure the user has an active Gmail connection: langsmith\_tracing.py ```python 1 import os 2 from dotenv import load_dotenv 3 4 load_dotenv() 5 6 import scalekit.client 7 8 scalekit_client = scalekit.client.ScalekitClient( 9 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 10 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 11 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 12 ) 13 actions = scalekit_client.actions 14 15 IDENTIFIER = "user_123" 16 17 response = actions.get_or_create_connected_account( 18 connection_name="gmail", 19 identifier=IDENTIFIER, 20 ) 21 if response.connected_account.status != "ACTIVE": 22 link = actions.get_authorization_link( 23 connection_name="gmail", 24 identifier=IDENTIFIER, 25 ) 26 print("Authorize Gmail:", link.link) 27 input("Press Enter after authorizing...") 28 else: 29 print(f"✅ Gmail connected for {IDENTIFIER}") ``` `get_or_create_connected_account` returns an existing session if one exists. If the user hasn’t authorized yet, `get_authorization_link` returns a URL the user opens in a browser. Scalekit handles the full OAuth exchange, validates the redirect callback, and stores the token. Your application never sees the `client_secret` used in the token exchange — Scalekit manages that server-side, which prevents credential leakage from frontend or agent code. 4. ## Load tools and run the agent [Section titled “Load tools and run the agent”](#load-tools-and-run-the-agent) Python-only recipe The Scalekit LangChain adapter (`actions.langchain.get_tools()`) is Python-specific because LangChain’s `StructuredTool` is a Python class. If you use the Node.js, Go, or Java SDKs, call `actions.execute_tool()` directly and trace with your framework’s own observability. The `ScalekitClient` initialization pattern is the same across all four SDKs. `actions.langchain.get_tools()` returns a list of `StructuredTool` objects. Bind them to a model and run a standard tool-calling loop: langsmith\_tracing.py ```python 1 from langchain_core.messages import HumanMessage, ToolMessage 2 from langchain_openai import ChatOpenAI 3 4 tools = actions.langchain.get_tools( 5 identifier=IDENTIFIER, 6 connection_names=["gmail"], 7 ) 8 tool_map = {t.name: t for t in tools} 9 print(f"✅ Loaded {len(tools)} LangChain tools: {[t.name for t in tools[:5]]}") 10 11 llm = ChatOpenAI(model="gpt-4o").bind_tools(tools) 12 messages = [HumanMessage("Fetch my last 3 unread emails and summarize them")] 13 14 while True: 15 response = llm.invoke(messages) 16 messages.append(response) 17 if not response.tool_calls: 18 print(response.content) 19 break 20 for tc in response.tool_calls: 21 print(f" 🔧 Tool call: {tc['name']}") 22 result = tool_map[tc["name"]].invoke(tc["args"]) 23 messages.append(ToolMessage(content=str(result), tool_call_id=tc["id"])) ``` There is no tracing-specific code here. Because `LANGCHAIN_TRACING_V2=true` is set, LangSmith automatically instruments every `invoke` call — LLM requests, tool calls, and the full message chain. 5. ## Run and verify [Section titled “Run and verify”](#run-and-verify) Terminal ```bash 1 python langsmith_tracing.py ``` Expected output (the first line appears only if the account is already `ACTIVE`; on first run you will see the authorization URL instead): Terminal ```text ✅ Gmail connected for user_123 ✅ Loaded 8 LangChain tools: ['gmail_fetch_mails', 'gmail_send_mail', ...] 🔧 Tool call: gmail_fetch_mails Here are your 3 most recent unread emails: ... ``` Open [LangSmith](https://smith.langchain.com), select the **scalekit-agentkit-traces** project, and click the latest trace. You should see: * A **ChatOpenAI** span for the LLM call * A **gmail\_fetch\_mails** tool span showing the input arguments and the structured response from Gmail * Latency, token counts, and the full message chain ## Common mistakes [Section titled “Common mistakes”](#common-mistakes) Traces are not appearing in LangSmith Either `LANGCHAIN_TRACING_V2` is not `true` or `LANGCHAIN_API_KEY` is missing from the environment. **Solution:** Confirm both variables are set *before* importing any LangChain module. If you are using a `.env` file, call `load_dotenv()` at the top of the script before any other imports. You can verify with: Terminal check ```python 1 import os 2 print(os.getenv("LANGCHAIN_TRACING_V2")) # Should print "true" 3 print(os.getenv("LANGCHAIN_API_KEY")) # Should print "lsv2_..." ``` Connected account stays in PENDING The user did not complete the OAuth flow in the browser. AgentKit waits for the user to authorize through the URL returned by `get_authorization_link`. **Solution:** Open the printed URL in a browser, complete the Google OAuth consent, and return to the terminal. The connected account status updates to `ACTIVE` after a successful callback. Tool call fails with `resource not found` The connection name in code does not match the connection name in the Scalekit dashboard, or the connected account is not active. **Solution:** Open **Agent Auth → Connections** in the dashboard. Verify the connection name matches exactly (case-sensitive). Then check that the connected account for your identifier shows **ACTIVE** status. Traces appear but tool spans are missing The tools were not bound to the LLM via `.bind_tools()`, so the model is generating text instead of structured tool calls. **Solution:** Ensure you call `llm = ChatOpenAI(...).bind_tools(tools)` and that the `tools` list is not empty. Print `len(tools)` after `get_tools()` to confirm tools loaded. ## Production notes [Section titled “Production notes”](#production-notes) **Token refresh is automatic.** Scalekit stores OAuth tokens per user per connector and refreshes them before expiry. Your agent code never handles refresh tokens directly. **Add multiple connectors.** Pass additional connection names to `get_tools()` to load tools from Gmail, Slack, GitHub, and others in a single call. LangSmith traces all of them identically. **Trace metadata.** Use LangSmith’s `@traceable` decorator or `with_config({"tags": [...]})` to add custom tags, metadata, or run names to your traces for filtering. **Cost tracking.** LangSmith captures token counts per LLM call. Combined with tool call traces, you get full-cost visibility per agent run. ## Next steps [Section titled “Next steps”](#next-steps) * [Configure more AgentKit connectors](/agentkit/connectors/) — add Slack, GitHub, Salesforce, and 60+ others alongside Gmail. * [Virtual MCP Servers](/agentkit/mcp/overview/) — serve AgentKit tools over MCP for use with any MCP-compatible client. * [LangSmith evaluation](https://docs.smith.langchain.com/evaluation) — score agent responses and tool usage across test datasets. * [LangSmith trace filtering](https://docs.smith.langchain.com/how_to_guides/tracing/filter_traces_in_application) — filter traces by metadata, tags, latency, or error status. ## Related resources [Section titled “Related resources”](#related-resources) | Topic | Link | | ------------------------- | --------------------------------------------------------------------------------- | | AgentKit overview | [Overview](/agentkit/overview/) | | LangChain framework guide | [LangChain](/agentkit/examples/langchain/) | | Connections | [Configure a connection](/agentkit/connections/) | | Connected accounts | [Manage connected accounts](/agentkit/connected-accounts/) | | Sample repository | [agent-auth-examples](https://github.com/scalekit-developers/agent-auth-examples) | | LangSmith docs | [docs.smith.langchain.com](https://docs.smith.langchain.com) | --- # DOCUMENT BOUNDARY --- # Triage a Gmail inbox with AgentKit and the LiteLLM gateway > Node.js inbox triage agent: classify Gmail threads, route to GitHub repos, draft issues and replies via LiteLLM, and approve before any side effects. Build an automated inbox triage agent that reads your Gmail, classifies each thread, routes it to the right GitHub repository, and notifies Slack — then waits for your approval before creating issues or sending replies. This Node.js sample uses **Scalekit AgentKit** for OAuth tool execution (Gmail, GitHub, Slack) and a **LiteLLM gateway** for model-per-stage routing. The only LiteLLM-specific config is `LITELLM_BASE_URL` and a virtual API key from the dashboard. The sample repository is **[litellm-agentkit-inbox-triage](https://github.com/scalekit-developers/litellm-agentkit-inbox-triage)** on GitHub. ## What you are building [Section titled “What you are building”](#what-you-are-building) * **Gmail ingestion** — Poll for new threads using AgentKit-executed Gmail tools. A SQLite cursor prevents duplicate processing. * **Model-per-stage routing** — Each stage (`classify`, `research`, `tiebreak`, `draft`) calls the LiteLLM gateway with a different model name. Stage-to-model assignments live in `routing.yaml` at the repo root. * **Deterministic GitHub routing** — Keyword rules in `routing.yaml` pick a target repository; an optional LLM tie-breaker resolves ties. * **Research loop** — A small tool-calling loop searches related GitHub issues through AgentKit. * **Slack notification** — Posts a summary with a link to the pending decision. * **Human approval** — A localhost dashboard lists proposals. **Approve** creates the GitHub issue, sends the Gmail reply, and updates Slack. **Reject** discards without side effects. ## Automated triage pipeline [Section titled “Automated triage pipeline”](#automated-triage-pipeline) New Gmail threads flow through AgentKit into a multi-stage LiteLLM pipeline, then land in SQLite as pending proposals. ## Human approval loop [Section titled “Human approval loop”](#human-approval-loop) Proposals wait in SQLite until you review them from the dashboard. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) * A Scalekit account at [app.scalekit.com](https://app.scalekit.com). * Ability to create **AgentKit connections** for **Gmail**, **GitHub**, and **Slack**. Connection **names** must match what you put in `.env` (see [Configure a connection](/agentkit/connections/)). * A **virtual LiteLLM API key** from the dashboard (**LLM Gateway**). A small spend cap of roughly two US dollars covers a handful of test threads. * **Node.js 24 or newer** and **npm**. * An **interactive terminal** — the sample prints authorization links and waits for Enter after each connector. This recipe does not cover headless CI. 1. ## Clone the sample [Section titled “Clone the sample”](#clone-the-sample) ```bash 1 git clone https://github.com/scalekit-developers/litellm-agentkit-inbox-triage.git 2 cd litellm-agentkit-inbox-triage ``` 2. ## Configure AgentKit connections [Section titled “Configure AgentKit connections”](#configure-agentkit-connections) 1. Open [app.scalekit.com](https://app.scalekit.com) → **AgentKit** → **Connections** → **Create Connection** for **Gmail**, **GitHub**, and **Slack**. 2. Copy each **Connection name** exactly as shown in the dashboard into `GMAIL_CONNECTION_NAME`, `GITHUB_CONNECTION_NAME`, and `SLACK_CONNECTION_NAME` in your `.env` file. 3. For **GitHub**, confirm the connection includes the **`repo`** OAuth scope (needed to create issues and search across repositories). Check **AgentKit → Connections → GitHub → Scopes** in the dashboard. See [Configure scopes](/agentkit/connections/#configure-scopes) and the [GitHub connector](/agentkit/connectors/github/). 4. For **Gmail** and **Slack**, follow the dashboard wizard. If your workspace restricts OAuth apps, see the connector docs: [Gmail](/agentkit/connectors/gmail/), [Slack](/agentkit/connectors/slack/). Dashboard only loads after all three connectors are active The sample calls `setupConnectors` **before** it binds the Express dashboard. You will **not** reach `http://localhost:3000` until Gmail, GitHub, and Slack each show **connector active** in the logs. 3. ## Create a LiteLLM virtual key and verify the gateway [Section titled “Create a LiteLLM virtual key and verify the gateway”](#create-a-litellm-virtual-key-and-verify-the-gateway) Open **LLM Gateway** in the Scalekit dashboard and create a **virtual API key** (optionally set a small budget cap for evaluation). Verify the gateway responds before continuing (load your `.env` first with `set -a && source .env && set +a`): ```bash 1 curl -H "Authorization: Bearer $LITELLM_API_KEY" \ 2 "$LITELLM_BASE_URL/v1/models" ``` Align `routing.yaml` → `models:` with the model IDs returned by that endpoint. 4. ## Configure and run the sample [Section titled “Configure and run the sample”](#configure-and-run-the-sample) Set these variables in `.env` before running: | Variable | Where to find it | | ------------------------ | ---------------------------------------------------- | | `SCALEKIT_ENV_URL` | Dashboard → **Settings** → Environment URL | | `SCALEKIT_CLIENT_ID` | Dashboard → **API Credentials** | | `SCALEKIT_CLIENT_SECRET` | Dashboard → **API Credentials** | | `GMAIL_CONNECTION_NAME` | Dashboard → **AgentKit → Connections** (exact label) | | `GITHUB_CONNECTION_NAME` | Same | | `SLACK_CONNECTION_NAME` | Same | | `LITELLM_BASE_URL` | Dashboard → **LLM Gateway** → Base URL | | `LITELLM_API_KEY` | Dashboard → **LLM Gateway** → virtual key value | ```bash 1 cp .env.example .env 2 # Fill in the variables above 3 4 npm install 5 npm run dev ``` Complete each printed **authorization URL** in the browser, then press **Enter** in the terminal after each connector. When you see **All connectors active** and **dashboard listening on `http://localhost:3000`**, send a test email to the connected Gmail account. Within roughly one poll interval (default **5 seconds**), a proposal appears in the dashboard. 5. ## Approve or reject [Section titled “Approve or reject”](#approve-or-reject) Open **`http://localhost:3000`**. Review the classification, routed repository, related issues, and drafts. **Approve** runs GitHub issue creation, sends the Gmail reply, and updates Slack. **Reject** leaves external systems unchanged. 6. ## Extend the sample [Section titled “Extend the sample”](#extend-the-sample) To add routing targets or swap models per stage, edit `routing.yaml` — each entry maps keyword rules to a GitHub repository and assigns a model name to each pipeline stage. To add connectors, follow the [AgentKit connections guide](/agentkit/connections/) and add the new connection name to `.env`. ## Related resources [Section titled “Related resources”](#related-resources) | Topic | Link | | ----------------------------- | --------------------------------------------------------------- | | AgentKit overview | [Overview](/agentkit/overview/) | | Connections | [Configure a connection](/agentkit/connections/) | | Authorization links | [Authorize a user](/agentkit/tools/authorize/) | | Connected accounts | [Manage connected accounts](/agentkit/connected-accounts/) | | LiteLLM virtual keys | [Virtual keys](https://docs.litellm.ai/docs/proxy/virtual_keys) | | LiteLLM model routing | [Router](https://docs.litellm.ai/docs/routing) | | LiteLLM OpenAI-compatible API | [Proxy usage](https://docs.litellm.ai/docs/proxy/user_keys) | ## Common scenarios [Section titled “Common scenarios”](#common-scenarios) Why am I seeing random tool failures or `connection not found` errors? The `*_CONNECTION_NAME` variables in `.env` must match the connection labels exactly as shown in the dashboard — including capitalization and spacing. **Solution:** Open **AgentKit → Connections** in the dashboard, copy each connection name exactly, and paste it into `GMAIL_CONNECTION_NAME`, `GITHUB_CONNECTION_NAME`, and `SLACK_CONNECTION_NAME`. Why is GitHub returning a `403` or permission error? The GitHub AgentKit connection is missing the `repo` OAuth scope, which is required to create issues and search across repositories. **Solution:** In the dashboard, go to **AgentKit → Connections → GitHub → Scopes** and confirm `repo` is included. Re-authorize the connection if you need to add it. Why am I seeing `unknown model` errors from LiteLLM? A model name in `routing.yaml` is not available on your LiteLLM gateway instance. **Solution:** Run the following to list available models, then update `routing.yaml` → `models:` to match: ```bash 1 curl -H "Authorization: Bearer $LITELLM_API_KEY" \ 2 "$LITELLM_BASE_URL/v1/models" ``` Why isn’t the dashboard loading at localhost:3000? The sample binds the dashboard only after all three connectors finish authorization. If any connector step was skipped or the terminal is still waiting for Enter, the dashboard won’t start. **Solution:** Check the terminal output — the sample prints an authorization URL for each connector and waits for you to press Enter after completing it in the browser. For deeper debugging patterns, see [Troubleshoot connection errors](/agentkit/authentication/troubleshooting/). --- # DOCUMENT BOUNDARY --- # M2M JWT verification with JWKS and OAuth scopes > How JSON Web Key Sets work with Scalekit, how to use the /keys endpoint to verify machine-to-machine tokens, and how OAuth scopes map to JWT claims for authorization. When you add OAuth 2.0 client credentials for your APIs, callers receive **JWT access tokens**. Before you trust any claim, you must **verify the signature** using Scalekit’s public keys (**JWKS**). After verification, you **authorize** the request—often by checking **OAuth scopes** carried in the token. This cookbook explains how JWKS and scopes fit together for Scalekit M2M flows: where keys live, how verification works at a high level, how scopes are defined and stored, and how to enforce them in your service. ## Why JWKS and scopes belong in one place [Section titled “Why JWKS and scopes belong in one place”](#why-jwks-and-scopes-belong-in-one-place) * **JWKS answers “is this token real?”** — You use the key identified by `kid` in the JWT header to validate the signature (typically **RS256**). * **Scopes answer “what may this client do?”** — After the token is valid, you inspect the `scopes` claim (and your routing rules) to allow or deny the operation. Skipping either step breaks your security model: verified-but-overpowered clients, or unverified tokens. ## JWKS and Scalekit keys [Section titled “JWKS and Scalekit keys”](#jwks-and-scalekit-keys) A **JSON Web Key Set (JWKS)** is JSON that lists one or more **JWKs**—public key material identified by a `kid` (key ID). Scalekit puts the matching `kid` in the JWT header so your validator can pick the right key without baking certificates into your app. Each environment publishes signing keys at: ```http 1 GET https:///keys ``` Use the same base URL as `/oauth/token` (for example `https://your-app.scalekit.dev`). Example response shape: Example JWKS document ```json 1 { 2 "keys": [ 3 { 4 "use": "sig", 5 "kty": "RSA", 6 "kid": "snk_58327480989122566", 7 "alg": "RS256", 8 "n": "…", 9 "e": "AQAB" 10 } 11 ] 12 } ``` For access tokens, use the key where `use` is `sig` and `alg` is `RS256`. ## Verify an access token [Section titled “Verify an access token”](#verify-an-access-token) At implementation time, your API typically: 1. **Extracts** the bearer token from `Authorization: Bearer `. 2. **Decodes** the JWT header (base64url, first segment) and reads `kid` and `alg`. Do not trust the payload until the signature checks out. 3. **Resolves the signing key** — fetch `https:///keys`, or use a JWKS client (for example `jwks-rsa` in Node.js) with **caching** and refresh when you see an unknown `kid`. 4. **Verifies** the signature with your JWT library (RS256 for Scalekit access tokens). 5. **Validates claims** such as `exp`, `iss` (your environment URL), and `aud` if your API relies on audience restrictions. 6. **Authorizes** the operation using application claims—especially **`scopes`** (covered in the next section). Prefer the Scalekit SDK when possible SDKs can validate access tokens against JWKS and optionally enforce scopes. See the [M2M API authentication quickstart](/authenticate/m2m/api-auth-quickstart/) and [Authenticate customer apps](/guides/m2m/api-auth-m2m-clients/). Use generic JWT + JWKS libraries when you need custom middleware or an unsupported runtime. ### Operational practices [Section titled “Operational practices”](#operational-practices) * **Cache JWKS** responses; refetch when verification fails with an unknown `kid` (key rotation). * **Fail closed** on bad signature, wrong issuer, or expired token (`401`; use `403` when the token is valid but not allowed). * **Never** skip signature verification based on the payload alone. ## OAuth scopes for machine clients [Section titled “OAuth scopes for machine clients”](#oauth-scopes-for-machine-clients) **Scopes** are permission names you attach to an OAuth client. In M2M flows they describe *what* a client may do—separate from *who* it is (`client_id` / `sub`). ### Why scopes matter [Section titled “Why scopes matter”](#why-scopes-matter) Without scopes, any valid client could hit any endpoint. Scopes let you apply **least privilege**, **document** what each integration is for, and **enforce** rules in your API by reading the `scopes` array on the JWT. ### How scopes work in Scalekit M2M [Section titled “How scopes work in Scalekit M2M”](#how-scopes-work-in-scalekit-m2m) 1. When you **register an API client** for an organization, you pass a `scopes` array (REST or SDKs). 2. Scalekit stores those scopes and includes them on issued access tokens. 3. Your API **verifies the JWT** (steps above), then checks that `scopes` includes what the route requires. Use a consistent naming pattern such as `resource:action` (for example `deployments:read`, `deployments:write`). ### Register scopes on the client [Section titled “Register scopes on the client”](#register-scopes-on-the-client) Scopes are set at **client creation** (and when you update the client via the API). Example: scopes on create client (illustrative) ```json 1 "scopes": [ 2 "deploy:applications", 3 "read:deployments" 4 ] ``` The same values appear on the client record and in issued tokens. Token response vs JWT payload The `/oauth/token` response may include a space-separated `scope` string for OAuth compatibility. For authorization logic, rely on the JWT payload’s **`scopes` array**. See the [quickstart](/authenticate/m2m/api-auth-quickstart/) for a decoded example. ### Validate scopes on your API [Section titled “Validate scopes on your API”](#validate-scopes-on-your-api) After the token is verified: * **Read `scopes`** from the payload, for example: scopes in JWT payload (example) ```json 1 "scopes": [ 2 "deploy:applications", 3 "read:deployments" 4 ] ``` * **Compare** what the token grants to what the route allows (for example require `deploy:applications` on `POST /deploy`); return `403` if a required scope is missing. * **Use SDK helpers** where they fit your stack to combine signature and scope checks (see the [quickstart](/authenticate/m2m/api-auth-quickstart/)). ## Related [Section titled “Related”](#related) * [Add OAuth 2.0 to your APIs](/authenticate/m2m/api-auth-quickstart/) — client registration, tokens, examples * [API keys](/authenticate/m2m/api-keys/) — long-lived keys; patterns may differ from OAuth client credentials * [Authenticate customer apps](/guides/m2m/api-auth-m2m-clients/) — customer-facing API auth and JWKS examples --- # DOCUMENT BOUNDARY --- # Build a Mastra agent with Scalekit AgentKit tools > Give a Mastra agent access to Gmail and 60+ tools through Scalekit AgentKit — zero manual OAuth handling. A [Mastra](https://mastra.ai) agent that reads emails needs a Gmail OAuth token. An agent that also posts to Slack needs a second token. Each tool means another OAuth flow, another token store, another refresh cycle. Before you write any agent logic, you are already maintaining parallel credential pipelines. Scalekit AgentKit eliminates that overhead. It stores one OAuth session per connector per user, handles token refresh automatically, and gives your agent a single API surface for 60+ tools. This recipe shows how to discover AgentKit tools at runtime, wrap them as native Mastra tools, and run them through a Mastra agent — all in TypeScript, with no Python backend. ## What you are building [Section titled “What you are building”](#what-you-are-building) * **A Mastra agent** that fetches Gmail messages through Scalekit AgentKit. * **Dynamic tool discovery** — the agent discovers available tools at runtime from Scalekit, instead of hardcoding tool definitions. * **Magic link authorization** — if the user has not connected their Gmail account, the agent generates an authorization URL. * **A pattern you can extend** to any of Scalekit’s [60+ connectors](/agentkit/connectors/) by changing a single string. The complete source is available in the [mastra-agentkit-example](https://github.com/scalekit-developers/mastra-agentkit-example) repository. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) * A Scalekit account at [app.scalekit.com](https://app.scalekit.com) with API credentials (**Settings → API Credentials**). * A **Gmail** connection configured under **AgentKit → Connections**. See [Configure a connection](/agentkit/connections/). * An OpenAI API key. * **Node.js 18+** and **pnpm** (or npm). 1. ## Install dependencies [Section titled “Install dependencies”](#install-dependencies) Terminal ```bash 1 pnpm add @mastra/core @scalekit-sdk/node @ai-sdk/openai zod dotenv 2 pnpm add -D tsx typescript @types/node ``` `@mastra/core` provides the `Agent` and `createTool` primitives. `@scalekit-sdk/node` handles authentication, tool discovery, and tool execution against the Scalekit API. `@ai-sdk/openai` connects the agent to GPT-4o. 2. ## Set environment variables [Section titled “Set environment variables”](#set-environment-variables) Create a `.env` file at the project root: .env ```bash 1 # Scalekit — from app.scalekit.com → Settings → API Credentials 2 # Threat: leaked credentials grant full API access to your Scalekit environment. 3 # Never commit this file to version control; add .env to .gitignore. 4 SCALEKIT_ENV_URL=https://your-env.scalekit.dev 5 SCALEKIT_CLIENT_ID=skc_your_client_id 6 SCALEKIT_CLIENT_SECRET=your_client_secret 7 8 # OpenAI 9 # Threat: exposed key allows unauthorized model usage billed to your account. 10 OPENAI_API_KEY=sk-your-openai-key 11 12 # User and connection — replace with values from your application 13 USER_IDENTIFIER=user_123 14 CONNECTION_NAME=gmail ``` | Variable | Purpose | | ------------------------ | --------------------------------------------------------- | | `SCALEKIT_ENV_URL` | Your Scalekit environment URL (starts with `https://`) | | `SCALEKIT_CLIENT_ID` | Client ID from API Credentials (starts with `skc_`) | | `SCALEKIT_CLIENT_SECRET` | Client secret from API Credentials | | `OPENAI_API_KEY` | OpenAI API key for GPT-4o | | `USER_IDENTIFIER` | A unique identifier for the end user in your application | | `CONNECTION_NAME` | The connection name configured in your Scalekit dashboard | 3. ## Initialize Scalekit and ensure the user is connected [Section titled “Initialize Scalekit and ensure the user is connected”](#initialize-scalekit-and-ensure-the-user-is-connected) Create `src/index.ts`. Start by initializing the Scalekit client and checking whether the user has an active Gmail connection: src/index.ts ```typescript 1 import { Agent } from '@mastra/core/agent'; 2 import { createTool } from '@mastra/core/tools'; 3 import { openai } from '@ai-sdk/openai'; 4 import { ScalekitClient } from '@scalekit-sdk/node'; 5 import { z } from 'zod'; 6 import 'dotenv/config'; 7 8 const IDENTIFIER = process.env.USER_IDENTIFIER || 'user_123'; 9 const CONNECTION = process.env.CONNECTION_NAME || 'gmail'; 10 11 const scalekit = new ScalekitClient( 12 process.env.SCALEKIT_ENV_URL!, 13 process.env.SCALEKIT_CLIENT_ID!, 14 process.env.SCALEKIT_CLIENT_SECRET!, 15 ); 16 17 const { connectedAccount } = await scalekit.actions.getOrCreateConnectedAccount({ 18 connectionName: CONNECTION, 19 identifier: IDENTIFIER, 20 }); 21 22 if (connectedAccount?.status?.toString() !== '1') { 23 const { link } = await scalekit.actions.getAuthorizationLink({ 24 connectionName: CONNECTION, 25 identifier: IDENTIFIER, 26 }); 27 console.log(`\n[${CONNECTION}] Authorization required.`); 28 console.log(`Open this link:\n\n ${link}\n`); 29 console.log('Press Enter once you have completed the OAuth flow...'); 30 await new Promise((resolve) => { 31 process.stdin.resume(); 32 process.stdin.once('data', () => { process.stdin.pause(); resolve(); }); 33 }); 34 } ``` `getOrCreateConnectedAccount` returns an existing session if one exists or creates a pending one. If the account is not active (status `1`), `getAuthorizationLink` returns a URL you open in a browser. Scalekit handles the full OAuth exchange — your application never sees the provider’s client secret. Production flow In a web application, you would redirect the user to the authorization link in the browser and handle the callback. The CLI approach here is for development and testing. 4. ## Discover tools from Scalekit [Section titled “Discover tools from Scalekit”](#discover-tools-from-scalekit) Once the user is connected, list the tools available for their account: src/index.ts (continued) ```typescript 1 const toolsResponse = await scalekit.tools.listTools({ 2 filter: { connector: CONNECTION, identifier: IDENTIFIER }, 3 pageSize: 50, 4 }); 5 6 const scalekitTools = toolsResponse.tools; 7 console.log( 8 `Discovered ${scalekitTools.length} tools: ` + 9 scalekitTools.map((t) => (t.definition as any)?.name).join(', ') 10 ); ``` `listTools` returns tool definitions that include a `name`, `description`, and `input_schema` (a JSON Schema object). The `filter` parameter scopes results to the connector and user — the agent only sees tools the user has authorized. 5. ## Convert Scalekit tools to Mastra tools [Section titled “Convert Scalekit tools to Mastra tools”](#convert-scalekit-tools-to-mastra-tools) Mastra agents accept tools created with `createTool`. Each Scalekit tool needs to be wrapped: src/index.ts (continued) ```typescript 1 const mastraTools: Record> = {}; 2 3 for (const tool of scalekitTools) { 4 const def = tool.definition as Record | undefined; 5 if (!def?.name) continue; 6 7 const toolName: string = def.name; 8 const description: string = def.description || toolName; 9 10 // Use a permissive Zod schema — Scalekit validates inputs server-side. 11 const inputSchema = z.object({}).passthrough(); 12 13 mastraTools[toolName] = createTool({ 14 id: toolName, 15 description, 16 inputSchema, 17 execute: async ({ context }) => { 18 const result = await scalekit.tools.executeTool({ 19 toolName, 20 identifier: IDENTIFIER, 21 params: context as Record, 22 }); 23 return result; 24 }, 25 }); 26 } ``` The `inputSchema` uses `z.object({}).passthrough()` — a permissive schema that lets the LLM pass any parameters through. Scalekit validates inputs server-side, so client-side validation is optional. If you want stricter types, convert the JSON Schema from `def.input_schema` into a typed Zod schema. The `execute` function calls `scalekit.tools.executeTool()`, which sends the tool call to Scalekit. Scalekit injects the user’s OAuth token, calls the third-party API, and returns the structured response. 6. ## Build and run the agent [Section titled “Build and run the agent”](#build-and-run-the-agent) Create the Mastra agent with the discovered tools and run it: src/index.ts (continued) ```typescript 1 const agent = new Agent({ 2 name: 'gmail-assistant', 3 instructions: 4 'You are a helpful Gmail assistant. Use the available tools to fulfill requests. ' + 5 'Always confirm what you did after completing an action.', 6 model: openai('gpt-4o'), 7 tools: mastraTools, 8 }); 9 10 const prompt = process.argv[2] || 'Fetch my last 5 unread emails and summarize them.'; 11 console.log(`\nPrompt: ${prompt}\n`); 12 13 const result = await agent.generate(prompt); 14 console.log(result.text); ``` Add a start script to `package.json`: package.json (scripts section) ```json 1 { 2 "scripts": { 3 "start": "tsx src/index.ts" 4 } 5 } ``` 7. ## Run and verify [Section titled “Run and verify”](#run-and-verify) Terminal ```bash 1 pnpm start ``` On the first run, if the user hasn’t authorized Gmail, you see the authorization flow: Terminal ```text [gmail] Authorization required. Open this link: https://auth.scalekit.dev/connect/... Press Enter once you have completed the OAuth flow... ``` After authorization (or on subsequent runs), the agent runs: Terminal ```text Connected account for user_123 is active. Discovered 8 tools: gmail_fetch_mails, gmail_send_mail, gmail_search_mails, ... Created 8 Mastra tools. Prompt: Fetch my last 5 unread emails and summarize them. Here are your 5 most recent unread emails: 1. "Q1 roadmap feedback needed" — Sarah Chen (1h ago) Requesting feedback on the product roadmap by Friday. 2. "Deploy failed: production" — GitHub Actions (2h ago) CI pipeline failed on the main branch, test suite timeout. 3. "New PR review requested" — Lin Feng (3h ago) Review requested on PR #412: refactor auth middleware. ... ``` You can also pass a custom prompt: Terminal ```bash 1 pnpm start "Search for emails from GitHub and list the subjects" ``` ## Common mistakes [Section titled “Common mistakes”](#common-mistakes) Connected account stays in PENDING You did not complete the OAuth flow in the browser. AgentKit waits for you to authorize through the URL returned by `getAuthorizationLink`. **Solution:** Open the printed URL in a browser, complete the Google OAuth consent, and return to the terminal. The connected account status updates to `ACTIVE` after a successful callback. Tool list is empty The connection name in code does not match the connection name in the Scalekit dashboard, or the connected account is not active. **Solution:** Open **AgentKit → Connections** in the dashboard. Verify the connection name matches exactly (case-sensitive). Then check that the connected account for your identifier shows **ACTIVE** status. `executeTool` fails with identifier error The `identifier` you passed to `executeTool` does not match the identifier you used when creating the connected account. **Solution:** Use the same `identifier` value throughout — `getOrCreateConnectedAccount`, `listTools`, and `executeTool` must all receive the same string. Agent generates text instead of calling tools The model did not receive tool definitions with enough detail to trigger a tool call. This happens when every tool has an empty description or when the `inputSchema` is missing entirely. **Solution:** Verify that `scalekitTools` is not empty after discovery. Print `Object.keys(mastraTools)` to confirm tools were created. If tools exist but the model still does not call them, check that the tool descriptions are informative — the LLM uses descriptions to decide when a tool is relevant. ## Production notes [Section titled “Production notes”](#production-notes) **Token refresh is automatic.** Scalekit stores OAuth tokens per user per connector and refreshes them before expiry. Your agent code never handles refresh tokens directly. **Scope tools per user.** The `identifier` parameter in `listTools` and `executeTool` ensures each user only accesses their own connected accounts. Never share an identifier across users. **Add more connectors.** Change `CONNECTION_NAME` to `slack`, `notion`, `googlecalendar`, or any of the [60+ supported connectors](/agentkit/connectors/). The code is identical — only the connection name changes. **Error handling in production.** Wrap `executeTool` calls in try/catch to handle network errors and expired connections gracefully. Return a clear message to the user when a tool call fails instead of letting the agent retry silently. **MCP alternative.** If you prefer Mastra’s built-in MCP client over manual tool wrapping, see the [Mastra MCP example](/agentkit/examples/mastra/). That approach requires a per-user MCP URL generated from the Python SDK. ## Next steps [Section titled “Next steps”](#next-steps) * [Configure more connectors](/agentkit/connectors/) — add Slack, GitHub, Salesforce, and others alongside Gmail. * [Mastra MCP integration](/agentkit/examples/mastra/) — use Mastra’s native MCP client with a Scalekit MCP URL. * [AgentKit quickstart](/agentkit/quickstart/) — connect your first user in under five minutes. * [Connected accounts](/agentkit/connected-accounts/) — manage user connections, check status, and revoke access programmatically. ## Related resources [Section titled “Related resources”](#related-resources) | Topic | Link | | ------------------ | ----------------------------------------------------------------------------------------- | | AgentKit overview | [Overview](/agentkit/overview/) | | All connectors | [Connectors](/agentkit/connectors/) | | Connected accounts | [Manage connected accounts](/agentkit/connected-accounts/) | | Mastra MCP example | [Mastra](/agentkit/examples/mastra/) | | Sample repository | [mastra-agentkit-example](https://github.com/scalekit-developers/mastra-agentkit-example) | | Mastra docs | [mastra.ai/docs](https://mastra.ai/docs) | --- # DOCUMENT BOUNDARY --- # Build a multi-user GitHub PR summarizer agent > Build a GitHub PR summarizer that binds each connected GitHub account to a secure browser session instead of trusting a client-supplied user ID. This recipe builds a GitHub PR summarizer with a browser UI and a secure connected-account flow. Each user connects GitHub once, then the app reuses that connected token for later PR summary requests in the same browser session. The important security rule is straightforward: **never accept a user ID from the browser and use it as the Scalekit connected-account identifier**. Instead, mint an opaque identifier on the server, store it in your own session store, and complete the flow with [user verification for connected accounts](/agentkit/user-verification/). The finished app does four things: * lists the most-discussed open pull requests in a repository * fetches each PR’s diff and comment thread through Scalekit’s GitHub connector * asks an LLM to summarize the PRs in plain language * binds every GitHub connection to a secure browser session instead of a client-supplied identifier The complete source is available in the [render-ai-agent-deploykit](https://github.com/scalekit-developers/render-ai-agent-deploykit) repository. You can also [watch the video walkthrough](https://youtu.be/w3atzSkKE1w) to see the full setup and demo end-to-end. Why this cookbook stays TypeScript-only This sample uses Render’s Node SDK and ships as a TypeScript project, so the cookbook mirrors the repo and stays TypeScript-only. For multi-language examples of the verification flow itself, see [user verification for connected accounts](/agentkit/user-verification/). ## What you are building [Section titled “What you are building”](#what-you-are-building) The app runs as a Node web service on Render. It serves an HTML page with a **Connect GitHub** button and a form for `owner` and `repo`. Under the hood, the flow looks like this: ```text 1 Browser (original tab) Browser (new tab) 2 │ │ 3 ▼ GET / │ 4 Express server sets signed session cookie │ 5 │ │ 6 ▼ POST /api/auth │ 7 Scalekit returns GitHub auth link │ 8 │ │ 9 │ opens auth link ─────────────────► ▼ 10 │ GitHub OAuth consent 11 │ │ 12 │ polls GET /api/auth/status ▼ 13 │ ◄─── Scalekit API: ACTIVE ──► Scalekit verifies account 14 │ 15 ▼ page auto-reloads 16 │ 17 ▼ POST /api/summarize { repository } 18 Scalekit runs GitHub requests with the connected user's token ``` The OAuth flow opens in a **new tab** so the app page stays intact. The original tab polls the Scalekit API until the connected account becomes `ACTIVE`, then auto-reloads to show the connected state. ## 1. Set up the GitHub connector [Section titled “1. Set up the GitHub connector”](#1-set-up-the-github-connector) Create the connector once per Scalekit environment. 1. Go to [app.scalekit.com](https://app.scalekit.com) → **AgentKit** > **Connections** > **Create Connection** 2. Find **GitHub** and click **Create** 3. Follow the setup — Scalekit creates and manages the GitHub OAuth app for you 4. Note the **connection name** assigned (e.g. `github-qkHFhMip`) — you’ll set this as `GITHUB_CONNECTION_NAME` in your environment Connection names are unique per environment Scalekit generates a unique GitHub connection name for each environment. Do not copy one from a tutorial or another project. Always use the exact value from your own Scalekit Dashboard. ## 2. Configure user verification (required) [Section titled “2. Configure user verification (required)”](#2-configure-user-verification-required) Scalekit’s user verification setting controls what happens after a user completes GitHub OAuth. **You must choose a mode in the dashboard before the app will work end-to-end.** Go to **AgentKit > Settings > User verification** in the [Scalekit dashboard](https://app.scalekit.com). | Mode | When to use | What happens after OAuth | | ---------------------------- | ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Scalekit users only** | Development and testing | Scalekit verifies the user internally. The connected account goes `ACTIVE` automatically. The app detects this by polling the Scalekit API. | | **Custom user verification** | Production | Scalekit redirects the browser to your app’s `/user/verify` callback. The server calls `verifyConnectedAccountUser` to activate the account. The app also polls the Scalekit API as a fallback. | The app works in **both modes** without code changes. If you skip this step entirely, the connected account may never reach `ACTIVE` status and the app will stay stuck on “Waiting for GitHub authorization.” This step is required This is the most common setup mistake. If you deploy the app, set all environment variables, and complete GitHub OAuth but the app never shows “GitHub connected,” check this dashboard setting first. For the full verification model, see [user verification for connected accounts](/agentkit/user-verification/). ## 3. Create the project [Section titled “3. Create the project”](#3-create-the-project) Terminal ```bash 1 mkdir render-pr-summarizer && cd render-pr-summarizer 2 npm init -y 3 npm install @renderinc/sdk @scalekit-sdk/node openai dotenv express 4 npm install -D typescript tsx @types/node @types/express ``` package.json ```json 1 { 2 "type": "module", 3 "scripts": { 4 "dev": "tsx src/main.ts", 5 "build": "tsc", 6 "start": "node dist/main.js" 7 } 8 } ``` tsconfig.json ```json 1 { 2 "compilerOptions": { 3 "target": "ES2022", 4 "module": "NodeNext", 5 "moduleResolution": "NodeNext", 6 "outDir": "dist", 7 "strict": true 8 }, 9 "include": ["src"] 10 } ``` ## 4. Configure environment variables [Section titled “4. Configure environment variables”](#4-configure-environment-variables) Terminal ```bash 1 cp .env.example .env ``` .env ```bash 1 PORT=3000 2 SESSION_SECRET=replace-with-openssl-rand-hex-32 3 4 OPENAI_API_KEY=your-api-key 5 OPENAI_MODEL=gpt-4.1-mini 6 # Leave OPENAI_BASE_URL empty for OpenAI direct. 7 # Set it to a proxy URL for LiteLLM, Azure OpenAI, Ollama, etc. 8 # OPENAI_BASE_URL=https://your-litellm-proxy.example.com 9 10 SCALEKIT_ENVIRONMENT_URL=https://your-env.scalekit.com 11 SCALEKIT_CLIENT_ID=your-scalekit-client-id 12 SCALEKIT_CLIENT_SECRET=your-scalekit-client-secret 13 GITHUB_CONNECTION_NAME=your-github-connection-name 14 15 # Optional — the app auto-detects its public URL from proxy headers. 16 # Only set this if you need to pin the callback origin explicitly. 17 # PUBLIC_BASE_URL=http://localhost:3000 ``` Generate `SESSION_SECRET` with: Terminal ```bash 1 openssl rand -hex 32 ``` Any OpenAI-compatible API works The sample uses the `openai` npm package with a configurable `baseURL`. Set `OPENAI_BASE_URL` to route calls through LiteLLM, Azure OpenAI, Ollama, or any other OpenAI-compatible endpoint. The API key must match the endpoint it is sent to. PUBLIC\_BASE\_URL is optional The app infers its public URL from Render’s `x-forwarded-proto` and `host` proxy headers automatically. You only need to set `PUBLIC_BASE_URL` if you are behind a custom domain or an unusual reverse proxy. On first deploy to Render, you can leave it unset — the app works without it. ## 5. Add Scalekit auth helpers [Section titled “5. Add Scalekit auth helpers”](#5-add-scalekit-auth-helpers) The helper layer creates connected accounts, generates auth links, verifies the callback, and routes GitHub API calls through Scalekit’s connector. src/scalekit.ts ```typescript 1 import "dotenv/config"; 2 import { ScalekitClient } from "@scalekit-sdk/node"; 3 import type { JsonObject } from "@bufbuild/protobuf"; 4 5 let _scalekit: ScalekitClient | null = null; 6 7 function getScalekit(): ScalekitClient { 8 if (_scalekit) return _scalekit; 9 if (!process.env.SCALEKIT_ENVIRONMENT_URL || !process.env.SCALEKIT_CLIENT_ID || !process.env.SCALEKIT_CLIENT_SECRET) { 10 throw new Error("Missing SCALEKIT_ENVIRONMENT_URL, SCALEKIT_CLIENT_ID, or SCALEKIT_CLIENT_SECRET"); 11 } 12 _scalekit = new ScalekitClient( 13 process.env.SCALEKIT_ENVIRONMENT_URL, 14 process.env.SCALEKIT_CLIENT_ID, 15 process.env.SCALEKIT_CLIENT_SECRET, 16 ); 17 return _scalekit; 18 } 19 20 export const scalekit = new Proxy({} as ScalekitClient, { 21 get(_target, prop) { 22 return (getScalekit() as unknown as Record)[prop]; 23 }, 24 }); 25 26 const GITHUB_CONNECTION_NAME = process.env.GITHUB_CONNECTION_NAME; 27 if (!GITHUB_CONNECTION_NAME) { 28 throw new Error( 29 "GITHUB_CONNECTION_NAME is required. Copy the connection name from Scalekit Dashboard > Agent Auth > Connectors.", 30 ); 31 } 32 33 export async function getGitHubAuthLink( 34 identifier: string, 35 opts: { state: string; userVerifyUrl: string }, 36 ): Promise { 37 await scalekit.actions.getOrCreateConnectedAccount({ 38 connectionName: GITHUB_CONNECTION_NAME, 39 identifier, 40 }); 41 42 const res = await scalekit.actions.getAuthorizationLink({ 43 connectionName: GITHUB_CONNECTION_NAME, 44 identifier, 45 state: opts.state, 46 userVerifyUrl: opts.userVerifyUrl, 47 }); 48 49 if (!res.link) { 50 throw new Error( 51 `Scalekit did not return a GitHub authorization link for '${GITHUB_CONNECTION_NAME}' and identifier '${identifier}'`, 52 ); 53 } 54 55 return res.link; 56 } 57 58 export async function verifyUser(params: { 59 authRequestId: string; 60 identifier: string; 61 }): Promise { 62 await scalekit.actions.verifyConnectedAccountUser({ 63 authRequestId: params.authRequestId, 64 identifier: params.identifier, 65 }); 66 } 67 68 /** 69 * Check the connected account status via Scalekit API. 70 * Returns true when the account is active (OAuth complete and verified). 71 */ 72 export async function isAccountActive(identifier: string): Promise { 73 try { 74 const res = await scalekit.actions.getConnectedAccount({ 75 connectionName: GITHUB_CONNECTION_NAME, 76 identifier, 77 }); 78 // ConnectorStatus.ACTIVE === 1 79 return res.connectedAccount?.status === 1; 80 } catch { 81 return false; 82 } 83 } 84 85 export async function githubTool( 86 identifier: string, 87 toolName: string, 88 toolInput: Record, 89 ): Promise { 90 const res = await scalekit.actions.executeTool({ 91 toolName, 92 toolInput, 93 connector: GITHUB_CONNECTION_NAME, 94 identifier, 95 }); 96 97 return res.data ?? {}; 98 } 99 100 export async function githubRequest( 101 identifier: string, 102 path: string, 103 options: { 104 method?: string; 105 headers?: Record; 106 queryParams?: Record; 107 } = {}, 108 ) { 109 const res = await scalekit.actions.request({ 110 connectionName: GITHUB_CONNECTION_NAME, 111 identifier, 112 path, 113 method: options.method ?? "GET", 114 headers: options.headers, 115 queryParams: options.queryParams, 116 }); 117 118 return res.data; 119 } ``` Use the exact connector name The `connector` value in `executeTool` must be the full connection name from your own Scalekit environment, not the generic provider string `"github"`. ## 6. Bind the browser session to an opaque identifier [Section titled “6. Bind the browser session to an opaque identifier”](#6-bind-the-browser-session-to-an-opaque-identifier) The session layer is the security boundary for the whole app. Create `src/session.ts` and store three things: * a signed session cookie sent to the browser * an opaque `usr_...` identifier stored on the server * a one-time `state` value stored on the server while OAuth is in flight src/session.ts ```typescript 1 import { createHmac, randomBytes, timingSafeEqual } from "node:crypto"; 2 import type { Request, Response } from "express"; 3 4 const COOKIE_NAME = "sid"; 5 const STATE_TTL_MS = 10 * 60 * 1000; 6 7 interface SessionEntry { 8 identifier: string; 9 pendingState?: string; 10 pendingStateExpiresAt?: number; 11 connectedAt?: number; 12 } 13 14 const store = new Map(); 15 16 function getSecret(): string { 17 const secret = process.env.SESSION_SECRET; 18 if (!secret) { 19 throw new Error("SESSION_SECRET is required"); 20 } 21 return secret; 22 } 23 24 function sign(sessionId: string): string { 25 const mac = createHmac("sha256", getSecret()).update(sessionId).digest("base64url"); 26 return `${sessionId}.${mac}`; 27 } 28 29 function unsign(signed: string): string | null { 30 const dot = signed.lastIndexOf("."); 31 if (dot < 0) return null; 32 33 const sessionId = signed.slice(0, dot); 34 const mac = signed.slice(dot + 1); 35 const expected = createHmac("sha256", getSecret()).update(sessionId).digest("base64url"); 36 37 const expectedBuf = Buffer.from(expected); 38 const macBuf = Buffer.from(mac); 39 if (expectedBuf.length !== macBuf.length) return null; 40 41 return timingSafeEqual(expectedBuf, macBuf) ? sessionId : null; 42 } 43 44 export function requireSession(req: Request, res: Response) { 45 const cookies = Object.fromEntries( 46 (req.headers.cookie ?? "") 47 .split(";") 48 .flatMap((pair) => { 49 const eq = pair.indexOf("="); 50 if (eq < 0) return []; 51 try { 52 return [[pair.slice(0, eq).trim(), decodeURIComponent(pair.slice(eq + 1).trim())]]; 53 } catch { 54 return []; 55 } 56 }), 57 ); 58 59 const raw = cookies[COOKIE_NAME]; 60 let sessionId = raw ? unsign(raw) : null; 61 let entry = sessionId ? store.get(sessionId) ?? null : null; 62 63 if (!sessionId || !entry) { 64 sessionId = randomBytes(32).toString("base64url"); 65 entry = { identifier: "" }; 66 store.set(sessionId, entry); 67 } 68 69 // The cookie only carries a random opaque session id. HMAC signing is enough 70 // to detect tampering because the sensitive identifier stays server-side. 71 const protoHeader = req.get("x-forwarded-proto"); 72 const requestIsSecure = req.secure || protoHeader?.split(",")[0]?.trim() === "https"; 73 const secure = 74 process.env.NODE_ENV === "production" || 75 process.env.PUBLIC_BASE_URL?.startsWith("https://") === true || 76 requestIsSecure; 77 const parts = [ 78 `${COOKIE_NAME}=${sign(sessionId)}`, 79 "HttpOnly", 80 "SameSite=Lax", 81 "Path=/", 82 `Max-Age=${7 * 24 * 60 * 60}`, 83 ]; 84 if (secure) parts.push("Secure"); 85 res.setHeader("Set-Cookie", parts.join("; ")); 86 87 return { entry }; 88 } 89 90 export function mintIdentifier(entry: SessionEntry): string { 91 if (!entry.identifier) { 92 entry.identifier = `usr_${randomBytes(16).toString("hex")}`; 93 } 94 return entry.identifier; 95 } 96 97 export function setPendingState(entry: SessionEntry, state: string): void { 98 entry.pendingState = state; 99 entry.pendingStateExpiresAt = Date.now() + STATE_TTL_MS; 100 } 101 102 export function consumePendingState(entry: SessionEntry, incoming: string): boolean { 103 const stored = entry.pendingState; 104 const expiresAt = entry.pendingStateExpiresAt; 105 entry.pendingState = undefined; 106 entry.pendingStateExpiresAt = undefined; 107 108 if (!stored || !expiresAt || Date.now() > expiresAt) return false; 109 110 const storedBuf = Buffer.from(stored); 111 const incomingBuf = Buffer.from(incoming); 112 if (storedBuf.length !== incomingBuf.length) return false; 113 114 return timingSafeEqual(storedBuf, incomingBuf); 115 } 116 117 export function markConnected(entry: SessionEntry): void { 118 entry.connectedAt = Date.now(); 119 } 120 121 export function isConnected(entry: SessionEntry): boolean { 122 return entry.connectedAt !== undefined; 123 } ``` Never trust query params for identity Read the identifier from your own session store, not from the URL and not from the request body. The callback query string only proves that Scalekit completed an OAuth flow. Your server must decide which local user session owns that new connection. ## 7. Add the tasks [Section titled “7. Add the tasks”](#7-add-the-tasks) The task layer now accepts a server-side `identifier`, not a browser-supplied `userId`. src/tasks.ts ```typescript 1 import { task } from "@renderinc/sdk/workflows"; 2 import OpenAI from "openai"; 3 import { githubRequest, githubTool, getGitHubAuthLink } from "./scalekit.js"; 4 5 export interface PRSummaryInput { 6 identifier: string; 7 owner: string; 8 repo: string; 9 } 10 11 const fetchOpenPRs = task( 12 { name: "fetchOpenPRs", retry: { maxRetries: 3, waitDurationMs: 1000 } }, 13 async function fetchOpenPRs(identifier: string, owner: string, repo: string) { 14 const raw = await githubTool(identifier, "github_pull_requests_list", { 15 owner, 16 repo, 17 state: "open", 18 }); 19 20 const r = raw as Record; 21 const list = Array.isArray(raw) 22 ? raw 23 : Array.isArray(r.array) ? r.array 24 : Array.isArray(r.pull_requests) ? r.pull_requests 25 : Array.isArray(r.data) ? r.data 26 : null; 27 28 if (!list) { 29 throw new Error(`Unexpected response shape: ${JSON.stringify(raw).slice(0, 200)}`); 30 } 31 32 type PRItem = { number: number; title: string; comments: number; review_comments: number }; 33 return (list as PRItem[]) 34 .sort((a, b) => (b.comments + b.review_comments) - (a.comments + a.review_comments)) 35 .slice(0, 5); 36 }, 37 ); 38 39 const fetchPRDetails = task( 40 { name: "fetchPRDetails", retry: { maxRetries: 3, waitDurationMs: 1000 } }, 41 async function fetchPRDetails(identifier: string, owner: string, repo: string, prNumber: number) { 42 const [diffRaw, commentsRaw] = await Promise.all([ 43 githubRequest(identifier, `/repos/${owner}/${repo}/pulls/${prNumber}`, { 44 headers: { Accept: "application/vnd.github.diff" }, 45 }), 46 githubRequest(identifier, `/repos/${owner}/${repo}/issues/${prNumber}/comments`), 47 ]); 48 49 const diff = typeof diffRaw === "string" ? diffRaw.slice(0, 3000) : ""; 50 const comments = Array.isArray(commentsRaw) ? commentsRaw : []; 51 52 return { diff, comments }; 53 }, 54 ); 55 56 export const setupGitHubAuthTask = task( 57 { name: "setupGitHubAuth" }, 58 async function setupGitHubAuth(params: { 59 identifier: string; 60 state: string; 61 userVerifyUrl: string; 62 }) { 63 const link = await getGitHubAuthLink(params.identifier, { 64 state: params.state, 65 userVerifyUrl: params.userVerifyUrl, 66 }); 67 68 return { authLink: link }; 69 }, 70 ); 71 72 // ---- LLM summary ---- 73 74 function createOpenAIClient(): OpenAI { 75 const apiKey = process.env.OPENAI_API_KEY; 76 if (!apiKey) throw new Error("OPENAI_API_KEY not set"); 77 return new OpenAI({ 78 apiKey, 79 ...(process.env.OPENAI_BASE_URL && { baseURL: process.env.OPENAI_BASE_URL }), 80 }); 81 } 82 83 const generateSummary = task( 84 { name: "generateSummary", retry: { maxRetries: 3, waitDurationMs: 2000 } }, 85 async function generateSummary( 86 prs: { number: number; title: string; diff: string; comments: { body?: string }[] }[], 87 owner: string, 88 repo: string, 89 ): Promise { 90 if (prs.length === 0) return "No open pull requests found in this repository."; 91 92 const client = createOpenAIClient(); 93 const prBlocks = prs 94 .map((pr) => { 95 const bodies = pr.comments.slice(0, 5).map((c) => `> ${(c.body ?? "").slice(0, 300)}`).join("\n"); 96 return `PR #${pr.number} — ${pr.title}\n${bodies || "No comments."}\nDiff:\n${pr.diff || "(not available)"}`; 97 }) 98 .join("\n\n---\n\n"); 99 100 const response = await client.chat.completions.create({ 101 model: process.env.OPENAI_MODEL ?? "gpt-4.1-mini", 102 messages: [ 103 { 104 role: "system", 105 content: 106 "Summarize each PR in one paragraph (3-4 sentences) for a team lead. " + 107 "Cover what it does, how much discussion happened, and whether it looks close to merging.", 108 }, 109 { role: "user", content: `Repository: ${owner}/${repo}\n\n${prBlocks}` }, 110 ], 111 }); 112 113 return response.choices[0].message.content ?? "(no summary generated)"; 114 }, 115 ); 116 117 // ---- Root task ---- 118 119 export const summarizePRsTask = task( 120 { name: "summarizePRs", timeoutSeconds: 120 }, 121 async function summarizePRs(input: PRSummaryInput) { 122 const { identifier, owner, repo } = input; 123 const topPRs = await fetchOpenPRs(identifier, owner, repo); 124 125 if (topPRs.length === 0) { 126 return { repository: `${owner}/${repo}`, prsAnalyzed: [] as string[], summary: "No open pull requests found." }; 127 } 128 129 const details = await Promise.all( 130 topPRs.map((pr) => fetchPRDetails(identifier, owner, repo, pr.number)), 131 ); 132 133 const prsForSummary = topPRs.map((pr, i) => ({ 134 number: pr.number, 135 title: pr.title, 136 diff: details[i].diff, 137 comments: details[i].comments as { body?: string }[], 138 })); 139 140 const summary = await generateSummary(prsForSummary, owner, repo); 141 142 return { 143 repository: `${owner}/${repo}`, 144 prsAnalyzed: topPRs.map((p) => `#${p.number}: ${p.title}`), 145 summary, 146 }; 147 }, 148 ); ``` ## 8. Wire the HTTP server [Section titled “8. Wire the HTTP server”](#8-wire-the-http-server) The HTTP server owns the secure flow. It issues the session cookie, starts the GitHub auth flow, validates the callback, and blocks summary requests until the session is connected. src/server.ts ```typescript 1 import crypto from "node:crypto"; 2 import express from "express"; 3 import { setupGitHubAuthTask, summarizePRsTask } from "./tasks.js"; 4 import { isAccountActive, verifyUser } from "./scalekit.js"; 5 import { 6 consumePendingState, 7 isConnected, 8 markConnected, 9 mintIdentifier, 10 requireSession, 11 setPendingState, 12 } from "./session.js"; 13 import { renderHomePage, renderAuthCompletePage } from "./views.js"; 14 import type { Request } from "express"; 15 16 function getConfiguredPublicBaseUrl(): string | null { 17 const value = process.env.PUBLIC_BASE_URL; 18 return value ? value.replace(/\/$/, "") : null; 19 } 20 21 function getRequestOrigin(req: Request): string { 22 const configured = getConfiguredPublicBaseUrl(); 23 if (configured) return configured; 24 25 const protoHeader = req.get("x-forwarded-proto"); 26 const proto = protoHeader?.split(",")[0]?.trim() || req.protocol || "http"; 27 const host = req.get("x-forwarded-host") || req.get("host"); 28 if (!host) { 29 throw new Error("Could not determine the public origin for this request"); 30 } 31 return `${proto}://${host}`; 32 } 33 34 export function startServer(): void { 35 const app = express(); 36 app.set("trust proxy", true); 37 app.use(express.json()); 38 39 app.get("/", (req, res) => { 40 const { entry } = requireSession(req, res); 41 res.type("html").send(renderHomePage({ connected: isConnected(entry) })); 42 }); 43 44 // Polled by the original tab while the OAuth tab is open. 45 // Checks the in-memory session first, then queries the Scalekit API 46 // to detect when the connected account becomes ACTIVE. 47 app.get("/api/auth/status", async (req, res) => { 48 const { entry } = requireSession(req, res); 49 if (isConnected(entry)) { 50 res.json({ connected: true }); 51 return; 52 } 53 if (entry.identifier && await isAccountActive(entry.identifier)) { 54 markConnected(entry); 55 res.json({ connected: true }); 56 return; 57 } 58 res.json({ connected: false }); 59 }); 60 61 app.post("/api/auth", async (req, res) => { 62 const { entry } = requireSession(req, res); 63 const identifier = mintIdentifier(entry); 64 65 const state = crypto.randomUUID(); 66 setPendingState(entry, state); 67 68 const result = await setupGitHubAuthTask({ 69 identifier, 70 state, 71 userVerifyUrl: `${getRequestOrigin(req)}/user/verify`, 72 }); 73 74 res.json({ authLink: result.authLink }); 75 }); 76 77 // Callback for custom user verification mode. When Scalekit is 78 // configured in "Scalekit users only" mode, this route may not fire — 79 // the /api/auth/status polling handles that case via the Scalekit API. 80 app.get("/user/verify", async (req, res) => { 81 const { auth_request_id, state } = req.query as Record; 82 if (!auth_request_id || !state) { 83 res.status(400).send("Missing auth_request_id or state"); 84 return; 85 } 86 87 const { entry } = requireSession(req, res); 88 if (!entry.identifier) { 89 res.status(400).send("No pending authorization for this session"); 90 return; 91 } 92 93 if (!consumePendingState(entry, state)) { 94 res.status(400).send("Invalid or expired state"); 95 return; 96 } 97 98 await verifyUser({ 99 authRequestId: auth_request_id, 100 identifier: entry.identifier, 101 }); 102 103 markConnected(entry); 104 // This handler runs in the OAuth tab. Render a minimal page 105 // telling the user to close it — the original tab is polling 106 // /api/auth/status and will auto-reload. 107 res.type("html").send(renderAuthCompletePage()); 108 }); 109 110 app.post("/api/summarize", async (req, res) => { 111 const { entry } = requireSession(req, res); 112 if (!isConnected(entry)) { 113 res.status(401).json({ error: "Connect your GitHub account first" }); 114 return; 115 } 116 117 // The UI sends { repository: "https://github.com/owner/repo" } or "owner/repo". 118 // Parse the string into separate owner and repo values. 119 const { repository } = req.body as { repository?: string }; 120 if (!repository) { 121 res.status(400).json({ error: "Provide a GitHub repository URL or owner/repo name." }); 122 return; 123 } 124 125 let owner: string | undefined; 126 let repo: string | undefined; 127 try { 128 const url = new URL(repository); 129 const segments = url.pathname.split("/").filter(Boolean); 130 owner = segments[0]; 131 repo = segments[1]?.replace(/\.git$/, ""); 132 } catch { 133 const parts = repository.split("/"); 134 owner = parts[0]; 135 repo = parts[1]?.replace(/\.git$/, ""); 136 } 137 138 if (!owner || !repo) { 139 res.status(400).json({ error: "Provide a GitHub repository URL or owner/repo name." }); 140 return; 141 } 142 143 const result = await summarizePRsTask({ identifier: entry.identifier, owner, repo }); 144 res.json(result); 145 }); 146 } ``` ## 9. Render the browser UI [Section titled “9. Render the browser UI”](#9-render-the-browser-ui) The UI only asks for a repository. It does not ask for a user identifier. After a successful connection, the page auto-reloads and shows a connected banner. The key change from a naive implementation: `connectGitHub()` opens the auth link in a **new tab** instead of navigating the current page. This keeps the app intact even if the OAuth redirect chain doesn’t return cleanly. The original tab polls `/api/auth/status` and auto-reloads when the Scalekit API reports the account as `ACTIVE`. src/views.ts ```typescript 1 export function renderAuthCompletePage(): string { 2 return ` 3 4 5
6

✓ GitHub connected

7

You can close this tab and return to the app. The original page will update automatically.

8
9 10 `; 11 } 12 13 export function renderHomePage({ connected }: { connected: boolean }): string { 14 const connectedBanner = connected 15 ? `
✓ GitHub connected
` 16 : `
Connect GitHub before summarizing pull requests.
`; 17 const authButtonLabel = connected ? "Reconnect GitHub" : "Connect GitHub"; 18 19 return ` 20 21 22 ${connectedBanner} 23 24
25 26 27

28
      
88
    
89
  `;
90
}
```

## 10. Run locally

[Section titled “10. Run locally”](#10-run-locally)

1. Copy `.env.example` to `.env` and fill in your values.
2. Run `npm install`.
3. Run `npm run dev`.
4. Open `http://localhost:3000`.
5. Click **Connect GitHub**. A new tab opens for the GitHub OAuth flow.
6. Complete the OAuth consent in the new tab.
7. The new tab shows “GitHub connected — you can close this tab” (in custom verification mode) or a Scalekit success page (in Scalekit-users-only mode).
8. The original tab auto-detects the connection and reloads, showing a **GitHub connected** banner.
9. Enter a repository URL or `owner/repo`, then generate a summary.

Public repositories work with any connected GitHub account. Private repositories only work if the connected account has access.

## 11. Deploy to Render

[Section titled “11. Deploy to Render”](#11-deploy-to-render)

Render deploys the app as a web service from `render.yaml`.

Set these environment variables in Render:

| Variable                   | Required | Notes                                                                 |
| -------------------------- | -------- | --------------------------------------------------------------------- |
| `SCALEKIT_ENVIRONMENT_URL` | Yes      | From Scalekit dashboard → Developers → API Credentials                |
| `SCALEKIT_CLIENT_ID`       | Yes      | Same location                                                         |
| `SCALEKIT_CLIENT_SECRET`   | Yes      | Same location                                                         |
| `GITHUB_CONNECTION_NAME`   | Yes      | From AgentKit → Connectors                                            |
| `OPENAI_API_KEY`           | Yes      | OpenAI key or proxy token                                             |
| `OPENAI_BASE_URL`          | No       | Leave empty for OpenAI direct. Set for LiteLLM/Azure/Ollama.          |
| `OPENAI_MODEL`             | No       | Default: `gpt-4.1-mini`                                               |
| `SESSION_SECRET`           | Auto     | `render.yaml` auto-generates this                                     |
| `PUBLIC_BASE_URL`          | No       | Auto-detected from proxy headers. Only needed behind a custom domain. |

After deploying, configure user verification in the Scalekit dashboard ([step 2](#2-configure-user-verification-required)). The app will not complete the GitHub connection flow without this.

## Production notes

[Section titled “Production notes”](#production-notes)

* **User verification mode**: Switch to **Custom user verification** in the Scalekit dashboard before going to production. This ensures your backend confirms which session owns each new connection.
* **Shared session store**: The sample stores session data in memory. Use Redis or a database-backed shared store in production.
* **Short-lived OAuth state**: The sample expires the pending `state` after 10 minutes and consumes it after a single callback.
* **Session-bound identifier**: The browser never chooses the identifier that Scalekit uses to look up the connected account.
* **Connector-backed GitHub requests**: The sample routes both PR listing and PR detail fetches through Scalekit so the connected user’s token is used consistently.

## Next steps

[Section titled “Next steps”](#next-steps)

* Read [user verification for connected accounts](/agentkit/user-verification/) for the full verification model and additional examples.
* Read [authorize a user](/agentkit/tools/authorize/) for the status-polling pattern used to detect when a connected account becomes `ACTIVE`.
* Open the [render-ai-agent-deploykit](https://github.com/scalekit-developers/render-ai-agent-deploykit) repository to compare the full implementation against the snippets in this cookbook.

---
# DOCUMENT BOUNDARY
---

# Build an agent that books meetings and drafts emails

> Connect a Python agent to Google Calendar and Gmail via Scalekit to find free slots, book meetings, and draft follow-up emails.

Scheduling a meeting sounds simple: find a free slot, create an event, send a confirmation. But in an agent, each of those steps crosses a tool boundary — and each tool requires its own OAuth token. Without a managed auth layer, you end up writing token-fetching, refresh logic, and error handling three times over before you write a single line of scheduling logic. This cookbook solves that by using Scalekit to own the OAuth lifecycle for each connector, so your agent can focus on the workflow itself.

This is a Python recipe for agents that call two or more external APIs on behalf of a user. If you’re using a service account rather than user-delegated OAuth, or building in JavaScript, the pattern is the same but the source differs — see the `javascript/` track in [agent-auth-examples](https://github.com/scalekit-developers/agent-auth-examples). The complete Python source used here is `python/meeting_scheduler_agent.py` in that repo.

**The core problems this solves:**

* **One token per connector** — Google Calendar and Gmail use separate OAuth scopes and separate access tokens. Your agent must manage both independently.
* **First-run authorization is blocking** — If the user has not yet authorized a connector, your agent cannot proceed until they complete the browser OAuth flow.
* **Token expiry is silent** — A token that worked yesterday fails today, and the failure looks identical to a permissions error.
* **Chaining tool outputs is fragile** — The event link from the Calendar API needs to appear in the Gmail draft. If the Calendar call fails mid-workflow, the draft gets a broken link or never gets created.

Scalekit exposes a `connected_accounts` abstraction that maps a user ID to an authorized OAuth session per connector. When your agent calls `get_or_create_connected_account`, Scalekit either returns an existing active account with a valid token or creates a new one and returns an authorization URL. Once the user authorizes, `get_connected_account` returns the token. From that point, Scalekit handles refresh automatically.

This means your agent’s authorization step is a single function regardless of which connector you’re targeting. The rest of the code — Calendar queries, event creation, Gmail drafts — is plain HTTP with the token Scalekit provides.

1. **Set up the environment**

   Create a `.env` file at the project root with your Scalekit credentials:

   ```bash
   1
   SCALEKIT_ENVIRONMENT_URL=https://your-env.scalekit.com
   2
   SCALEKIT_CLIENT_ID=your-client-id
   3
   SCALEKIT_CLIENT_SECRET=your-client-secret
   ```

   Install dependencies:

   ```bash
   1
   pip install scalekit-sdk python-dotenv requests
   ```

   In the Scalekit Dashboard, create two connections for your environment:

   * `googlecalendar` — Google Calendar OAuth connection
   * `gmail` — Gmail OAuth connection

   The script references these names literally. The names must match exactly.

2. **Initialize the Scalekit client**

   meeting\_scheduler\_agent.py

   ```python
   1
   import os
   2
   import base64
   3
   from datetime import datetime, timezone, timedelta
   4
   from email.mime.text import MIMEText
   5


   6
   import requests
   7
   from dotenv import load_dotenv
   8
   from scalekit import ScalekitClient
   9


   10
   load_dotenv()
   11


   12
   # Never hard-code credentials — they would be exposed in source control
   13
   # and CI logs. Pull them from environment variables instead.
   14
   scalekit_client = ScalekitClient(
   15
       environment_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"),
   16
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
   17
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   18
   )
   19


   20
   actions = scalekit_client.actions
   21


   22
   # Replace with a real user identifier from your application's session
   23
   USER_ID = "user_123"
   24
   ATTENDEE_EMAIL = "attendee@example.com"
   25
   MEETING_TITLE = "Quick Sync"
   26
   DURATION_MINUTES = 60
   27
   SEARCH_DAYS = 3
   28
   WORK_START_HOUR = 9   # UTC
   29
   WORK_END_HOUR = 17    # UTC
   ```

   `scalekit_client.actions` is the entry point for all connected-account operations. Initialize it once and pass `actions` to the functions below.

3. **Authorize each connector**

   The `authorize` function handles the first-run prompt and returns a valid access token:

   ```python
   1
   def authorize(connector: str) -> str:
   2
       """Ensure the user has an active connected account and return its access token.
   3


   4
       On first run, this prints an authorization URL and waits for the user
   5
       to complete the browser OAuth flow before continuing.
   6
       """
   7
       account = actions.get_or_create_connected_account(connector, USER_ID)
   8


   9
       if account.status != "active":
   10
           auth_link = actions.get_authorization_link(connector, USER_ID)
   11
           print(f"\nOpen this link to authorize {connector}:\n{auth_link}\n")
   12
           input("Press Enter after completing authorization in your browser…")
   13
           account = actions.get_connected_account(connector, USER_ID)
   14


   15
       return account.authorization_details["oauth_token"]["access_token"]
   ```

   Call this once per connector before any API calls:

   ```python
   1
   calendar_token = authorize("googlecalendar")
   2
   gmail_token = authorize("gmail")
   ```

   After the first successful authorization, `get_or_create_connected_account` returns `status == "active"` on subsequent runs and the `if` block is skipped. Scalekit refreshes expired tokens automatically.

4. **Query calendar availability**

   With a valid Calendar token, query the `freeBusy` endpoint to get the user’s busy intervals:

   ```python
   1
   def get_busy_slots(token: str) -> list[dict]:
   2
       """Fetch busy intervals for the user's primary calendar."""
   3
       now = datetime.now(timezone.utc)
   4
       window_end = now + timedelta(days=SEARCH_DAYS)
   5


   6
       response = requests.post(
   7
           "https://www.googleapis.com/calendar/v3/freeBusy",
   8
           headers={"Authorization": f"Bearer {token}"},
   9
           json={
   10
               "timeMin": now.isoformat(),
   11
               "timeMax": window_end.isoformat(),
   12
               "items": [{"id": "primary"}],
   13
           },
   14
       )
   15
       response.raise_for_status()
   16
       return response.json()["calendars"]["primary"]["busy"]
   ```

   `raise_for_status()` converts 4xx and 5xx responses into exceptions, so the caller sees a clear error rather than a silent wrong result. The `busy` list contains `{"start": "...", "end": "..."}` dicts in ISO 8601 format.

5. **Find the first open slot**

   Walk forward in one-hour increments from now and return the first candidate that falls within working hours and does not overlap a busy interval:

   ```python
   1
   def find_free_slot(busy_slots: list[dict]) -> tuple[datetime, datetime] | None:
   2
       """Return the first open one-hour slot during working hours in UTC.
   3


   4
       Returns None if no slot is available in the search window.
   5
       """
   6
       now = datetime.now(timezone.utc)
   7
       # Round up to the next whole hour so the candidate is always in the future
   8
       candidate = now.replace(minute=0, second=0, microsecond=0) + timedelta(hours=1)
   9
       window_end = now + timedelta(days=SEARCH_DAYS)
   10


   11
       while candidate < window_end:
   12
           slot_end = candidate + timedelta(minutes=DURATION_MINUTES)
   13


   14
           if WORK_START_HOUR <= candidate.hour < WORK_END_HOUR:
   15
               overlap = any(
   16
                   candidate < datetime.fromisoformat(b["end"])
   17
                   and slot_end > datetime.fromisoformat(b["start"])
   18
                   for b in busy_slots
   19
               )
   20
               if not overlap:
   21
                   return candidate, slot_end
   22


   23
           candidate += timedelta(hours=1)
   24


   25
       return None
   ```

   This is a useful first-draft strategy: simple, readable, easy to debug. Its limits are real (one-hour granularity, UTC-only, primary calendar only) and addressed in [Production notes](#production-notes) below.

6. **Create the calendar event**

   Post the event to the Google Calendar API and return its HTML link, which you’ll include in the email draft:

   ```python
   1
   def create_event(token: str, start: datetime, end: datetime) -> str:
   2
       """Create a calendar event and return its HTML link."""
   3
       response = requests.post(
   4
           "https://www.googleapis.com/calendar/v3/calendars/primary/events",
   5
           headers={"Authorization": f"Bearer {token}"},
   6
           json={
   7
               "summary": MEETING_TITLE,
   8
               "description": "Scheduled by agent",
   9
               "start": {"dateTime": start.isoformat(), "timeZone": "UTC"},
   10
               "end": {"dateTime": end.isoformat(), "timeZone": "UTC"},
   11
               "attendees": [{"email": ATTENDEE_EMAIL}],
   12
           },
   13
       )
   14
       response.raise_for_status()
   15
       return response.json()["htmlLink"]
   ```

   The `htmlLink` in the response is the calendar event URL. Google also sends an invitation email to each attendee automatically when the event is created; the draft you create in the next step is a separate follow-up, not the invitation itself.

7. **Draft the confirmation email**

   Build the email body, base64-encode it, and post it to Gmail’s drafts endpoint:

   ```python
   1
   def create_draft(token: str, event_link: str, start: datetime) -> None:
   2
       """Create a Gmail draft with the meeting details."""
   3
       body = (
   4
           f"Hi,\n\n"
   5
           f"I've scheduled '{MEETING_TITLE}' for "
   6
           f"{start.strftime('%A, %B %d at %H:%M UTC')} ({DURATION_MINUTES} min).\n\n"
   7
           f"Calendar link: {event_link}\n\n"
   8
           f"Looking forward to it!"
   9
       )
   10


   11
       message = MIMEText(body)
   12
       message["to"] = ATTENDEE_EMAIL
   13
       message["subject"] = f"Invitation: {MEETING_TITLE}"
   14


   15
       # Gmail's API requires the raw RFC 2822 message encoded as URL-safe base64
   16
       raw = base64.urlsafe_b64encode(message.as_bytes()).decode()
   17


   18
       response = requests.post(
   19
           "https://gmail.googleapis.com/gmail/v1/users/me/drafts",
   20
           headers={"Authorization": f"Bearer {token}"},
   21
           json={"message": {"raw": raw}},
   22
       )
   23
       response.raise_for_status()
   24
       print("Draft created in Gmail.")
   ```

   The script creates a draft, not a sent message. The user reviews it before sending. This is the right default for an agent — it takes the action but keeps a human in the loop for outbound communication.

8. **Wire it together**

   ```python
   1
   def main() -> None:
   2
       print("Authorizing Google Calendar…")
   3
       calendar_token = authorize("googlecalendar")
   4


   5
       print("Authorizing Gmail…")
   6
       gmail_token = authorize("gmail")
   7


   8
       print("Checking calendar availability…")
   9
       busy_slots = get_busy_slots(calendar_token)
   10


   11
       slot = find_free_slot(busy_slots)
   12
       if not slot:
   13
           print(f"No free slot found in the next {SEARCH_DAYS} days.")
   14
           return
   15


   16
       start, end = slot
   17
       print(f"Found slot: {start.strftime('%A %B %d, %H:%M')} UTC")
   18


   19
       print("Creating calendar event…")
   20
       event_link = create_event(calendar_token, start, end)
   21
       print(f"Event created: {event_link}")
   22


   23
       print("Creating Gmail draft…")
   24
       create_draft(gmail_token, event_link, start)
   25


   26


   27
   if __name__ == "__main__":
   28
       main()
   ```

## Testing

[Section titled “Testing”](#testing)

Run the agent from the command line:

```bash
1
python meeting_scheduler_agent.py
```

On first run, you should see two authorization prompts in sequence:

```plaintext
1
Authorizing Google Calendar…
2


3
Open this link to authorize googlecalendar:
4
https://accounts.google.com/o/oauth2/auth?...
5


6
Press Enter after completing authorization in your browser…
7


8
Authorizing Gmail…
9


10
Open this link to authorize gmail:
11
https://accounts.google.com/o/oauth2/auth?...
12


13
Press Enter after completing authorization in your browser…
14


15
Checking calendar availability…
16
Found slot: Wednesday March 11, 10:00 UTC
17
Creating calendar event…
18
Event created: https://calendar.google.com/calendar/event?eid=...
19
Creating Gmail draft…
20
Draft created in Gmail.
```

On subsequent runs, the authorization prompts are skipped and the agent goes straight to availability checking.

Verify the results:

1. Open Google Calendar — you should see the event on the chosen date
2. Open Gmail — you should see a draft in the Drafts folder with the event link

## Common mistakes

[Section titled “Common mistakes”](#common-mistakes)

* **Connection name mismatch** — If you name the Scalekit connection `google-calendar` instead of `googlecalendar`, `get_or_create_connected_account` returns an error. The name in the Dashboard must match the string you pass to `authorize()` exactly.

* **Missing OAuth scopes** — If you see a `403 Forbidden` when calling the Calendar or Gmail API, the OAuth app in Google Cloud Console is missing the required scopes. Calendar needs `https://www.googleapis.com/auth/calendar` and Gmail needs `https://www.googleapis.com/auth/gmail.compose`.

* **`raise_for_status()` swallowing context** — The default exception message from `requests` truncates the response body. In development, add `print(response.text)` before `raise_for_status()` to see the full error from Google.

* **UTC times without timezone info** — Passing a naive `datetime` (without `timezone.utc`) to `isoformat()` produces a string without a `Z` suffix. Google Calendar rejects this with a `400` error. Always construct datetimes with `timezone.utc`.

* **`USER_ID` not matching your session** — The script uses a hardcoded `"user_123"`. In production, replace this with the actual user ID from your application’s session. A mismatch means the connected account query returns the wrong user’s tokens.

## Production notes

[Section titled “Production notes”](#production-notes)

**Timezone handling** — The working-hours check (`WORK_START_HOUR`, `WORK_END_HOUR`) is UTC-only. In production, convert the user’s local timezone and the attendee’s timezone before searching. The `zoneinfo` module (Python 3.9+) handles this without third-party dependencies.

**Slot granularity** — The one-hour increment misses 30- and 15-minute openings. For real scheduling, use the busy intervals directly to calculate the gaps between events, then filter by minimum duration.

**Multiple calendars** — The `freeBusy` query checks only `primary`. Users who manage work and personal calendars separately will show false availability. Expand the `items` list to include all calendars the user has shared access to.

**Draft vs send** — Creating a draft is safer for a first deployment. When you’re confident in the agent’s output quality, switch the Gmail endpoint from `/drafts` to `/messages/send` to make the agent fully autonomous. Add a confirmation step before making this change.

**Error recovery** — If `create_event` succeeds but `create_draft` fails, you have an orphaned event with no follow-up email. In production, wrap the two calls in a compensation pattern: track the event ID and delete it if the draft creation fails.

**Rate limits** — Google Calendar and Gmail both have per-user quotas. If your agent runs frequently for the same user, add exponential backoff around the `requests.post` calls.

## Next steps

[Section titled “Next steps”](#next-steps)

* **Add user input** — Replace the hardcoded `ATTENDEE_EMAIL`, `MEETING_TITLE`, and `DURATION_MINUTES` with parameters parsed from natural language using an LLM tool call.
* **Build the JavaScript equivalent** — The `agent-auth-examples` repo includes a JavaScript track. Compare the two implementations to see where the patterns converge and where they differ.
* **Handle re-authorization** — If a user revokes access, `get_connected_account` returns an inactive account. Add a re-authorization path to recover gracefully instead of crashing.
* **Explore other connectors** — The same `authorize()` pattern works for any Scalekit-supported connector: Slack, Notion, Jira. Swap the connector name and replace the Google API calls with the target service’s API.
* **Review the Scalekit agent auth quickstart** — For a broader overview of the connected-accounts model, see the [agent auth quickstart](/agentkit/quickstart).

---
# DOCUMENT BOUNDARY
---

# Enforce seat limits with SCIM provisioning

> Block over-quota user creation and alert admins when SCIM pushes users beyond your plan seat limit.

SCIM (System for Cross-domain Identity Management) provisioning runs unsupervised. When a customer’s HR system pushes user #51 to a 50-seat plan, your application will create that user unless you explicitly block it. Scalekit delivers the provisioning events; your application decides whether to act on them.

This cookbook shows the two-event pattern that keeps your seat count accurate and tells admins when they need to upgrade their plan.

Full Stack Auth handles this automatically

This pattern applies to **Modular SCIM** customers who manage their own user database. If you use Scalekit Full Stack Auth, seat enforcement is built in — you don’t need this cookbook.

## SCIM does not enforce seat limits — your app must

[Section titled “SCIM does not enforce seat limits — your app must”](#scim-does-not-enforce-seat-limits--your-app-must)

Scalekit translates IdP-specific provisioning protocols into a consistent set of webhook events. It does not know your billing model, your seat limits, or which organizations have room for more users. That logic lives in your application.

When a user is added in the IdP, Scalekit fires `organization.directory.user_created`. When a user is removed or deactivated, Scalekit fires `organization.directory.user_deleted`. Your webhook handler is the gate between those events and your user table.

## Two webhook events carry the full user lifecycle

[Section titled “Two webhook events carry the full user lifecycle”](#two-webhook-events-carry-the-full-user-lifecycle)

Both events include the `organization_id`, which lets you look up the seat limit for that specific customer.

| Event                                 | When it fires                     | What to do                                            |
| ------------------------------------- | --------------------------------- | ----------------------------------------------------- |
| `organization.directory.user_created` | IdP adds or activates a user      | Check count — create user or block and notify         |
| `organization.directory.user_deleted` | IdP removes or deactivates a user | Decrement count — clear any blocked-provisioning flag |

## Track a user count per organization in your database

[Section titled “Track a user count per organization in your database”](#track-a-user-count-per-organization-in-your-database)

Add a table that stores the provisioned user count and seat limit for each organization. The examples below use plain SQL — translate to your ORM if preferred.

db/schema.sql

```sql
1
CREATE TABLE org_seat_usage (
2
  org_id       TEXT PRIMARY KEY,
3
  seat_limit   INTEGER NOT NULL,
4
  used_seats   INTEGER NOT NULL DEFAULT 0
5
);
```

Seed this table when you onboard a new customer. Update `seat_limit` whenever the customer upgrades or downgrades their plan.

## Block creation when the count reaches the limit

[Section titled “Block creation when the count reaches the limit”](#block-creation-when-the-count-reaches-the-limit)

The `user_created` handler increments the seat counter and creates the user only when there is room. Always return `200` to Scalekit — returning an error code causes Scalekit to retry delivery, which does not help when the block is intentional.

Verify webhook signatures before processing

Always verify that events come from Scalekit before acting on them. An unverified endpoint that mutates your database can be triggered by forged requests. See the [SCIM provisioning quickstart](/directory/scim/quickstart/) for how to verify signatures using the Scalekit SDK.

Keep the lock inside the transaction

The `SELECT ... FOR UPDATE` must run inside the same explicit transaction as the `INSERT` and `UPDATE`. In autocommit mode, a `FOR UPDATE` outside a transaction is released immediately after the select — it provides no protection against concurrent writes.

* Node.js

  webhook-handler.ts

  ```ts
  1
  import express from 'express'
  2


  3
  const app = express()
  4
  app.use(express.json())
  5


  6
  app.post('/webhooks/scalekit', async (req, res) => {
  7
    const event = req.body
  8


  9
    if (event.type === 'organization.directory.user_created') {
  10
      const orgId = event.organization_id
  11
      const directoryUser = event.data
  12
      let seatLimitReached = false
  13


  14
      // Run the check and insert in a single transaction.
  15
      // FOR UPDATE inside the transaction holds the lock until commit.
  16
      await db.transaction(async (tx) => {
  17
        const usage = await tx.queryOne(
  18
          'SELECT seat_limit, used_seats FROM org_seat_usage WHERE org_id = $1 FOR UPDATE',
  19
          [orgId]
  20
        )
  21


  22
        if (!usage || usage.used_seats >= usage.seat_limit) {
  23
          seatLimitReached = true
  24
          return
  25
        }
  26


  27
        await tx.query(
  28
          'INSERT INTO users (id, org_id, email, name) VALUES ($1, $2, $3, $4)',
  29
          [directoryUser.id, orgId, directoryUser.email, directoryUser.name]
  30
        )
  31
        await tx.query(
  32
          'UPDATE org_seat_usage SET used_seats = used_seats + 1 WHERE org_id = $1',
  33
          [orgId]
  34
        )
  35
      })
  36


  37
      if (seatLimitReached) {
  38
        // Seat limit reached — skip user creation and alert the admin.
  39
        await notifyAdminSeatLimitReached(orgId)
  40
      }
  41
    }
  42


  43
    // Return 200 so Scalekit does not retry this event.
  44
    res.sendStatus(200)
  45
  })
  ```

* Python

  webhook\_handler.py

  ```python
  1
  from flask import Flask, request
  2


  3
  app = Flask(__name__)
  4


  5
  @app.route('/webhooks/scalekit', methods=['POST'])
  6
  def handle_webhook():
  7
      event = request.get_json()
  8


  9
      if event.get('type') == 'organization.directory.user_created':
  10
          org_id = event['organization_id']
  11
          directory_user = event['data']
  12
          seat_limit_reached = False
  13


  14
          # Run the check and insert in a single transaction.
  15
          # FOR UPDATE inside the transaction holds the lock until commit.
  16
          with db.transaction() as tx:
  17
              usage = tx.query_one(
  18
                  'SELECT seat_limit, used_seats FROM org_seat_usage '
  19
                  'WHERE org_id = %s FOR UPDATE',
  20
                  (org_id,)
  21
              )
  22


  23
              if not usage or usage['used_seats'] >= usage['seat_limit']:
  24
                  seat_limit_reached = True
  25
              else:
  26
                  tx.execute(
  27
                      'INSERT INTO users (id, org_id, email, name) VALUES (%s, %s, %s, %s)',
  28
                      (directory_user['id'], org_id,
  29
                       directory_user['email'], directory_user['name'])
  30
                  )
  31
                  tx.execute(
  32
                      'UPDATE org_seat_usage SET used_seats = used_seats + 1 '
  33
                      'WHERE org_id = %s',
  34
                      (org_id,)
  35
                  )
  36


  37
          if seat_limit_reached:
  38
              # Seat limit reached — skip user creation and alert the admin.
  39
              notify_admin_seat_limit_reached(org_id)
  40


  41
      # Return 200 so Scalekit does not retry this event.
  42
      return '', 200
  ```

* Go

  webhook\_handler.go

  ```go
  1
  package main
  2


  3
  import (
  4
    "encoding/json"
  5
    "net/http"
  6
  )
  7


  8
  func webhookHandler(w http.ResponseWriter, r *http.Request) {
  9
    var event map[string]interface{}
  10
    if err := json.NewDecoder(r.Body).Decode(&event); err != nil {
  11
      http.Error(w, "bad request", http.StatusBadRequest)
  12
      return
  13
    }
  14


  15
    if event["type"] == "organization.directory.user_created" {
  16
      orgID := event["organization_id"].(string)
  17
      data := event["data"].(map[string]interface{})
  18
      seatLimitReached := false
  19


  20
      // Run the check and insert in a single transaction.
  21
      // FOR UPDATE inside the transaction holds the lock until commit.
  22
      tx, _ := db.Begin()
  23
      var seatLimit, usedSeats int
  24
      err := tx.QueryRow(
  25
        "SELECT seat_limit, used_seats FROM org_seat_usage WHERE org_id = $1 FOR UPDATE",
  26
        orgID,
  27
      ).Scan(&seatLimit, &usedSeats)
  28


  29
      if err != nil || usedSeats >= seatLimit {
  30
        seatLimitReached = true
  31
        tx.Rollback()
  32
      } else {
  33
        tx.Exec(
  34
          "INSERT INTO users (id, org_id, email, name) VALUES ($1, $2, $3, $4)",
  35
          data["id"], orgID, data["email"], data["name"],
  36
        )
  37
        tx.Exec(
  38
          "UPDATE org_seat_usage SET used_seats = used_seats + 1 WHERE org_id = $1",
  39
          orgID,
  40
        )
  41
        tx.Commit()
  42
      }
  43


  44
      if seatLimitReached {
  45
        // Seat limit reached — skip user creation and alert the admin.
  46
        notifyAdminSeatLimitReached(orgID)
  47
      }
  48
    }
  49


  50
    // Return 200 so Scalekit does not retry this event.
  51
    w.WriteHeader(http.StatusOK)
  52
  }
  ```

* Java

  WebhookController.java

  ```java
  1
  import org.springframework.web.bind.annotation.*;
  2
  import java.util.Map;
  3
  import java.util.concurrent.atomic.AtomicBoolean;
  4


  5
  @RestController
  6
  public class WebhookController {
  7


  8
    @PostMapping("/webhooks/scalekit")
  9
    public ResponseEntity handleWebhook(@RequestBody Map event) {
  10
      if ("organization.directory.user_created".equals(event.get("type"))) {
  11
        String orgId = (String) event.get("organization_id");
  12
        Map directoryUser = (Map) event.get("data");
  13
        AtomicBoolean seatLimitReached = new AtomicBoolean(false);
  14


  15
        // Run the check and insert in a single transaction.
  16
        // FOR UPDATE inside the transaction holds the lock until commit.
  17
        transactionTemplate.execute(status -> {
  18
          OrgSeatUsage usage = db.queryForObject(
  19
            "SELECT seat_limit, used_seats FROM org_seat_usage WHERE org_id = ? FOR UPDATE",
  20
            OrgSeatUsage.class, orgId
  21
          );
  22


  23
          if (usage == null || usage.getUsedSeats() >= usage.getSeatLimit()) {
  24
            seatLimitReached.set(true);
  25
            return null;
  26
          }
  27


  28
          db.update(
  29
            "INSERT INTO users (id, org_id, email, name) VALUES (?, ?, ?, ?)",
  30
            directoryUser.get("id"), orgId,
  31
            directoryUser.get("email"), directoryUser.get("name")
  32
          );
  33
          db.update(
  34
            "UPDATE org_seat_usage SET used_seats = used_seats + 1 WHERE org_id = ?",
  35
            orgId
  36
          );
  37
          return null;
  38
        });
  39


  40
        if (seatLimitReached.get()) {
  41
          // Seat limit reached — skip user creation and alert the admin.
  42
          notifyAdminSeatLimitReached(orgId);
  43
        }
  44
      }
  45


  46
      // Return 200 so Scalekit does not retry this event.
  47
      return ResponseEntity.ok().build();
  48
    }
  49
  }
  ```

## Decrement the count when a user is removed

[Section titled “Decrement the count when a user is removed”](#decrement-the-count-when-a-user-is-removed)

The `user_deleted` handler decreases the seat counter and clears any pending seat-limit notification. This lets the next `user_created` event succeed without manual intervention from your team.

Webhook events are delivered at least once

Scalekit may deliver the same `user_deleted` event more than once. The `GREATEST(used_seats - 1, 0)` guard prevents the counter from going below zero, but it does not prevent double-decrements on duplicate events. For high-reliability systems, track processed event IDs using `event.id` from the webhook payload and skip events you have already handled.

* Node.js

  webhook-handler.ts

  ```ts
  1
  if (event.type === 'organization.directory.user_deleted') {
  2
    const orgId = event.organization_id
  3
    const directoryUser = event.data
  4


  5
    await db.transaction(async (tx) => {
  6
      // Remove the user and decrement the counter atomically.
  7
      await tx.query('DELETE FROM users WHERE id = $1', [directoryUser.id])
  8
      await tx.query(
  9
        'UPDATE org_seat_usage SET used_seats = GREATEST(used_seats - 1, 0) WHERE org_id = $1',
  10
        [orgId]
  11
      )
  12
      // Clear any pending seat-limit notification so the next user can be provisioned.
  13
      await tx.query(
  14
        "DELETE FROM notifications WHERE org_id = $1 AND type = 'seat_limit_reached'",
  15
        [orgId]
  16
      )
  17
    })
  18
  }
  ```

* Python

  webhook\_handler.py

  ```python
  1
  if event.get('type') == 'organization.directory.user_deleted':
  2
      org_id = event['organization_id']
  3
      directory_user = event['data']
  4


  5
      with db.transaction() as tx:
  6
          # Remove the user and decrement the counter atomically.
  7
          tx.execute('DELETE FROM users WHERE id = %s', (directory_user['id'],))
  8
          tx.execute(
  9
              'UPDATE org_seat_usage SET used_seats = GREATEST(used_seats - 1, 0) '
  10
              'WHERE org_id = %s',
  11
              (org_id,)
  12
          )
  13
          # Clear any pending seat-limit notification so the next user can be provisioned.
  14
          tx.execute(
  15
              "DELETE FROM notifications WHERE org_id = %s AND type = 'seat_limit_reached'",
  16
              (org_id,)
  17
          )
  ```

* Go

  webhook\_handler.go

  ```go
  1
  if event["type"] == "organization.directory.user_deleted" {
  2
    orgID := event["organization_id"].(string)
  3
    data := event["data"].(map[string]interface{})
  4


  5
    tx, _ := db.Begin()
  6
    // Remove the user and decrement the counter atomically.
  7
    tx.Exec("DELETE FROM users WHERE id = $1", data["id"])
  8
    tx.Exec(
  9
      "UPDATE org_seat_usage SET used_seats = GREATEST(used_seats - 1, 0) WHERE org_id = $1",
  10
      orgID,
  11
    )
  12
    // Clear any pending seat-limit notification so the next user can be provisioned.
  13
    tx.Exec(
  14
      "DELETE FROM notifications WHERE org_id = $1 AND type = 'seat_limit_reached'",
  15
      orgID,
  16
    )
  17
    tx.Commit()
  18
  }
  ```

* Java

  WebhookController.java

  ```java
  1
  if ("organization.directory.user_deleted".equals(event.get("type"))) {
  2
    String orgId = (String) event.get("organization_id");
  3
    Map directoryUser = (Map) event.get("data");
  4


  5
    transactionTemplate.execute(status -> {
  6
      // Remove the user and decrement the counter atomically.
  7
      db.update("DELETE FROM users WHERE id = ?", directoryUser.get("id"));
  8
      db.update(
  9
        "UPDATE org_seat_usage SET used_seats = GREATEST(used_seats - 1, 0) WHERE org_id = ?",
  10
        orgId
  11
      );
  12
      // Clear any pending seat-limit notification so the next user can be provisioned.
  13
      db.update(
  14
        "DELETE FROM notifications WHERE org_id = ? AND type = 'seat_limit_reached'",
  15
        orgId
  16
      );
  17
      return null;
  18
    });
  19
  }
  ```

## Notify admins without spamming them

[Section titled “Notify admins without spamming them”](#notify-admins-without-spamming-them)

A new `user_created` event fires for every blocked user. Without deduplication, your admin will receive one email per rejected provisioning attempt. Use an idempotent insert to fire the notification only once per organization until the condition is resolved.

db/schema.sql

```sql
1
CREATE TABLE notifications (
2
  id         SERIAL PRIMARY KEY,
3
  org_id     TEXT NOT NULL,
4
  type       TEXT NOT NULL,
5
  resolved   BOOLEAN NOT NULL DEFAULT FALSE,
6
  created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
7
  UNIQUE (org_id, type, resolved)
8
);
```

The `UNIQUE (org_id, type, resolved)` constraint blocks duplicate active notifications. Insert with `ON CONFLICT DO NOTHING` to skip the insert when a notification already exists:

* Node.js

  notify.ts

  ```ts
  1
  async function notifyAdminSeatLimitReached(orgId: string) {
  2
    // Insert only if no unresolved notification exists for this org.
  3
    const result = await db.query(
  4
      `INSERT INTO notifications (org_id, type, resolved)
  5
       VALUES ($1, 'seat_limit_reached', FALSE)
  6
       ON CONFLICT (org_id, type, resolved) DO NOTHING`,
  7
      [orgId]
  8
    )
  9


  10
    // rowCount is 0 when the conflict was skipped — admin already notified.
  11
    if (result.rowCount === 0) return
  12


  13
    // Send the alert once: email, Slack, in-app — your choice.
  14
    await sendAdminAlert(orgId, 'Seat limit reached — users are not being provisioned.')
  15
  }
  ```

* Python

  notify.py

  ```python
  1
  def notify_admin_seat_limit_reached(org_id: str) -> None:
  2
      # Insert only if no unresolved notification exists for this org.
  3
      result = db.execute(
  4
          """INSERT INTO notifications (org_id, type, resolved)
  5
             VALUES (%s, 'seat_limit_reached', FALSE)
  6
             ON CONFLICT (org_id, type, resolved) DO NOTHING""",
  7
          (org_id,)
  8
      )
  9


  10
      # rowcount is 0 when the conflict was skipped — admin already notified.
  11
      if result.rowcount == 0:
  12
          return
  13


  14
      # Send the alert once: email, Slack, in-app — your choice.
  15
      send_admin_alert(org_id, 'Seat limit reached — users are not being provisioned.')
  ```

* Go

  notify.go

  ```go
  1
  func notifyAdminSeatLimitReached(orgID string) {
  2
    // Insert only if no unresolved notification exists for this org.
  3
    result, _ := db.Exec(
  4
      `INSERT INTO notifications (org_id, type, resolved)
  5
       VALUES ($1, 'seat_limit_reached', FALSE)
  6
       ON CONFLICT (org_id, type, resolved) DO NOTHING`,
  7
      orgID,
  8
    )
  9


  10
    // RowsAffected is 0 when the conflict was skipped — admin already notified.
  11
    rows, _ := result.RowsAffected()
  12
    if rows == 0 {
  13
      return
  14
    }
  15


  16
    // Send the alert once: email, Slack, in-app — your choice.
  17
    sendAdminAlert(orgID, "Seat limit reached — users are not being provisioned.")
  18
  }
  ```

* Java

  NotificationService.java

  ```java
  1
  public void notifyAdminSeatLimitReached(String orgId) {
  2
    // Insert only if no unresolved notification exists for this org.
  3
    int rows = db.update(
  4
      "INSERT INTO notifications (org_id, type, resolved) " +
  5
      "VALUES (?, 'seat_limit_reached', FALSE) " +
  6
      "ON CONFLICT (org_id, type, resolved) DO NOTHING",
  7
      orgId
  8
    );
  9


  10
    // rows is 0 when the conflict was skipped — admin already notified.
  11
    if (rows == 0) return;
  12


  13
    // Send the alert once: email, Slack, in-app — your choice.
  14
    sendAdminAlert(orgId, "Seat limit reached — users are not being provisioned.");
  15
  }
  ```

When a user is removed and the count drops below the limit, the `user_deleted` handler deletes the notification row. The next blocked `user_created` event will insert a fresh notification and trigger a new alert.

***

**Related guides**

* [SCIM provisioning quickstart](/directory/scim/quickstart/) — set up webhooks and the Directory API, including signature verification
* [Directory webhook events reference](/reference/webhooks/directory-events/) — full event payload schemas

---
# DOCUMENT BOUNDARY
---

# Search Scalekit docs with ref.tools

> Configure ref.tools MCP to search Scalekit documentation directly from Cursor, Claude Code, or Windsurf without leaving your IDE.

Every time you need to look up a Scalekit API, scope name, or configuration option, you break your flow: open a new tab, search the docs, copy the answer, switch back. With ref.tools configured as an MCP server, your AI coding assistant can search Scalekit documentation inline and return accurate, up-to-date answers without you leaving the editor. Setup takes about two minutes.

## The problem

[Section titled “The problem”](#the-problem)

AI coding assistants are good at generating code, but they have two failure modes when it comes to third-party docs:

* **Hallucination** — The model invents an API that doesn’t exist or gets parameter names wrong because its training data is incomplete
* **Stale knowledge** — Even accurate training data goes out of date as SDKs and APIs evolve

Both problems get worse when you’re working with a narrowly scoped platform like Scalekit. The model may have seen very little training data about it, and what it did see may be outdated.

The standard workaround is to paste docs into the chat manually — which means constant context-switching between your editor and a browser. ref.tools solves both problems by connecting your AI assistant directly to live Scalekit documentation through an MCP tool call.

## Who needs this

[Section titled “Who needs this”](#who-needs-this)

This cookbook is for you if:

* ✅ You use Cursor, Claude Code, Windsurf, or another MCP-compatible AI assistant
* ✅ You’re building with Scalekit (auth, SSO, MCP servers, M2M, SCIM)
* ✅ You want accurate, up-to-date answers without context-switching to a browser

You **don’t** need this if:

* ❌ You prefer pasting docs into your chat manually
* ❌ Your AI assistant doesn’t support MCP

## The solution

[Section titled “The solution”](#the-solution)

[ref.tools](https://ref.tools) is a documentation search platform that indexes third-party docs — including Scalekit — and exposes them as an MCP tool called `ref_search_documentation`. Once you add the ref.tools MCP server to your AI assistant, you can prompt it to search Scalekit docs and it will call the tool and return current results directly in chat.

The server supports two transports:

* **Streamable HTTP** (recommended) — Direct HTTP connection using your API key; lower latency, no local process required
* **stdio** (legacy) — Runs a local `npx` process; works with any MCP client that supports stdio

## Set up ref.tools

[Section titled “Set up ref.tools”](#set-up-reftools)

1. ### Get your API key

   [Section titled “Get your API key”](#get-your-api-key)

   1. Go to [ref.tools](https://ref.tools) and sign in
   2. Search for **Scalekit** to confirm the documentation source is indexed
   3. Open the **Quick Install** panel for Scalekit — your API key is pre-filled in the install commands
   4. Copy your API key; you’ll use it in the next step

2. ### Add the MCP server to your AI assistant

   [Section titled “Add the MCP server to your AI assistant”](#add-the-mcp-server-to-your-ai-assistant)

   Pick your tool and apply the matching configuration.

   #### Claude Code

   [Section titled “Claude Code”](#claude-code)

   Run this command in your terminal to add the MCP server globally across all projects:

   ```bash
   1
   claude mcp add --transport http ref-context https://api.ref.tools/mcp \
   2
     --header "x-ref-api-key: YOUR_API_KEY"
   ```

   To scope it to a single project instead, add `--scope project` to the command.

   #### Cursor

   [Section titled “Cursor”](#cursor)

   Add the following to `.cursor/mcp.json` in your project root (or via **Settings → MCP**):

   .cursor/mcp.json

   ```json
   1
   {
   2
     "ref-context": {
   3
       "type": "http",
   4
       "url": "https://api.ref.tools/mcp?apiKey=YOUR_API_KEY"
   5
     }
   6
   }
   ```

   #### Windsurf

   [Section titled “Windsurf”](#windsurf)

   Add the following to `~/.codeium/windsurf/mcp_config.json`:

   \~/.codeium/windsurf/mcp\_config.json

   ```json
   1
   {
   2
     "ref-context": {
   3
       "serverUrl": "https://api.ref.tools/mcp?apiKey=YOUR_API_KEY"
   4
     }
   5
   }
   ```

   #### Other (stdio)

   [Section titled “Other (stdio)”](#other-stdio)

   For any MCP client that supports stdio, add to your MCP config:

   mcp.json

   ```json
   1
   {
   2
     "ref-context": {
   3
       "command": "npx",
   4
       "args": ["ref-tools-mcp@latest"],
   5
       "env": {
   6
         "REF_API_KEY": "YOUR_API_KEY"
   7
       }
   8
     }
   9
   }
   ```

   This requires Node.js installed locally. The `npx` command fetches and runs the server on first use.

3. ### Verify it’s working

   [Section titled “Verify it’s working”](#verify-its-working)

   1. Restart your AI assistant (or use its MCP reload command if available)

   2. Open a new chat and send this prompt:

      ```plaintext
      1
      Use ref to look up how to add OAuth 2.1 authorization to an MCP server with Scalekit
      ```

   3. Your assistant should call the `ref_search_documentation` tool and return results from `docs.scalekit.com`

   If the tool doesn’t appear, check that you restarted the assistant after saving the config, and that the API key is correct.

Keep your API key private

Never commit your ref.tools API key to source control. For project-level configs checked into git, pass the key through an environment variable and reference it as `$REF_API_KEY` in your config, or add the config file to `.gitignore`.

## Example searches to try

[Section titled “Example searches to try”](#example-searches-to-try)

Once ref.tools is connected, use phrases like “use ref to…” or “look up in ref…” to trigger the tool explicitly:

* `Use ref to find the Scalekit MCP auth quickstart`
* `Look up how to configure SSO with Scalekit`
* `Use ref to find Scalekit M2M token documentation`
* `Search Scalekit docs for SCIM provisioning setup`
* `Use ref to look up Scalekit SDK environment variables`

You can also just ask naturally — most assistants will call the tool automatically when the question is about Scalekit.

## Common mistakes

[Section titled “Common mistakes”](#common-mistakes)

API key committed to git

* **Symptom**: Your key appears in git history or a public repository
* **Cause**: Config file with the key inline was committed
* **Fix**: Use an environment variable (`$REF_API_KEY`) and add the config file to `.gitignore` if it contains real credentials

Wrong transport for your client

* **Symptom**: MCP server fails to connect or appears as disconnected
* **Cause**: Some clients only support stdio; others support both HTTP and stdio
* **Fix**: Check your client’s MCP documentation. Cursor and Claude Code support streamable HTTP. Older or less common clients may require stdio.

Server name not matching what the client expects

* **Symptom**: Tool calls fail with “unknown tool” or the server doesn’t appear in the tool list
* **Cause**: The config key (e.g., `ref-context`) doesn’t match what you reference in prompts, or the client uses a different config field name
* **Fix**: Confirm the key in your config file matches the server name shown in your client’s MCP settings panel

Tool not appearing after config change

* **Symptom**: You updated the config but the `ref_search_documentation` tool isn’t available
* **Cause**: The MCP connection wasn’t refreshed
* **Fix**: Fully restart your AI assistant, or use its MCP reload command (Claude Code: `claude mcp list` to verify; Cursor: reload the window)

## Next steps

[Section titled “Next steps”](#next-steps)

For further setup, authentication options, and available documentation sources, see the links below.

* [Add OAuth 2.1 authorization to MCP servers](/authenticate/mcp/quickstart) — the most common thing developers look up using ref
* [ref.tools](https://ref.tools) — browse all available documentation sources you can add alongside Scalekit
* [M2M authentication overview](/guides/m2m/overview) — machine-to-machine auth patterns frequently searched via ref

---
# DOCUMENT BOUNDARY
---

# Set up AgentKit with your coding agent

> Add Scalekit Agent Auth to your codebase using Claude Code, Codex, GitHub Copilot CLI, Cursor, or any of 40+ coding agents.

Install the authstack plugin into your coding agent and paste one prompt. The agent generates client initialization, connected account management, OAuth authorization, and token handling — no boilerplate required.

## Before you start

[Section titled “Before you start”](#before-you-start)

* A Scalekit account at [app.scalekit.com](https://app.scalekit.com)
* A connector configured under **AgentKit** > **Connections** (for example, `gmail`)
* Your API credentials from **Developers → API Credentials**

## Pick your coding agent

[Section titled “Pick your coding agent”](#pick-your-coding-agent)

* Recommended: one command

  Terminal

  ```bash
  npx @scalekit-inc/cli setup
  ```

  For repeated use: `npm install -g @scalekit-inc/cli` then `scalekit setup`.

  The CLI installs the authstack plugin (including Agent Auth skills) for your editor. Complete any browser OAuth prompt for the Scalekit MCP server.

  Then paste the implementation prompt (or describe your goal naturally).

* Per-tool details

  After the CLI (or if you prefer tool-native flows):

  * Claude Code / Copilot: marketplace + plugin install is handled by the CLI.
  * Cursor / Codex: plugins are installed locally by the CLI.
  * 40+ agents: use the skills option in the CLI or `npx skills add scalekit-inc/authstack --skill integrating-agentkit`.

  Use the prompt below.

## Verify the setup

[Section titled “Verify the setup”](#verify-the-setup)

1. **Set environment variables** — copy `SCALEKIT_CLIENT_ID`, `SCALEKIT_CLIENT_SECRET`, and `SCALEKIT_ENV_URL` from the dashboard → **API Credentials**.
2. **Trigger the authorization flow** — run the generated example and confirm the browser redirects to the connector’s consent page.
3. **Fetch a token** — after consent, call the token-fetch function and confirm you receive a valid response.

Review generated code before deploying

Verify that token validation logic, error handling, and environment variable references match your application’s requirements. The generated code is a foundation, not a finished implementation.

## Troubleshooting

[Section titled “Troubleshooting”](#troubleshooting)

The agent generated code for a connector I haven’t configured yet

The plugin uses the connector name you provide in the prompt. If that connector isn’t configured in your Scalekit Dashboard, the OAuth flow will fail at runtime with a “connector not found” error.

Fix: in the [Scalekit Dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**, finish the connection, then re-run the agent prompt with the exact connection name from the dashboard.

I want to swap connectors after the initial generation

Re-run the implementation prompt with the new connector name. The agent updates the connector reference in the client initialization and regenerates the token-fetch call. Existing connected accounts for the old connector are not affected.

The scaffolded code references an SDK version that doesn’t match my lockfile

The plugin targets the latest stable Scalekit SDK. If your lockfile pins an older version, either upgrade the SDK (`npm install @scalekit-sdk/node@latest` or equivalent) or ask the agent to regenerate using your pinned version by adding “use SDK version X.Y.Z” to the prompt.

---
# DOCUMENT BOUNDARY
---

# Sync B2B billing with Scalekit and Chargebee

> Map Scalekit organizations to Chargebee customers, run hosted checkout, and keep subscription state in sync via webhooks.

Multi-tenant B2B SaaS apps authenticate users through Scalekit organizations, but bill through Chargebee subscriptions. Those two systems do not share a database. Without an explicit mapping, you end up with duplicate Chargebee customers, subscriptions that never activate after checkout, or feature gates that read stale plan data.

This cookbook wires Scalekit Full Stack Auth to Chargebee using org-mode billing: the organization ID from the access token (`oid`) becomes the billing `referenceId`, Scalekit webhooks provision Chargebee customers, and Chargebee webhooks keep your local subscription table current.

Working example repo

The patterns below are implemented end-to-end in the [saas-auth-chargebee-example](https://github.com/scalekit-developers/saas-auth-chargebee-example) reference app (Next.js 14, Scalekit FSA, Chargebee SDK, SQLite). Clone it to follow along locally.

## The problem

[Section titled “The problem”](#the-problem)

Shipping org-level billing on top of Scalekit auth surfaces four recurring failures:

* **Orphan organizations** — a customer signs up in Scalekit, but no Chargebee customer exists when they open your billing page.
* **ID drift** — you create Chargebee customers keyed by email or an internal UUID while auth sessions carry `oid`. Checkout and webhooks cannot reconcile the two records.
* **Checkout without local state** — hosted checkout succeeds, but your app still shows “no subscription” because nothing linked the Chargebee subscription back to the org.
* **Webhook blind spots** — Scalekit org events and Chargebee subscription events update different stores. Without handlers on both sides, deletes and plan changes leave ghost data behind.

## Who needs this

[Section titled “Who needs this”](#who-needs-this)

This cookbook is for you if:

* ✅ You run **Full Stack Auth** with organization support (`oid` in access tokens)
* ✅ You bill **per organization**, not per individual user
* ✅ You use Chargebee hosted checkout or the customer portal
* ✅ You maintain a local subscription cache to gate features in your app

You **don’t** need this if:

* ❌ You bill per user, not per organization
* ❌ You use the [Chargebee Better Auth adapter](https://github.com/chargebee/js-framework-adapters/tree/main/packages/better-auth) and Better Auth’s session model
* ❌ Scalekit manages your entire product catalog and entitlements (no separate billing system)

## The solution

[Section titled “The solution”](#the-solution)

Treat the Scalekit **organization ID** as the single billing reference for the tenant. The integration has three seams:

1. **Provision on org create** — Scalekit `organization.created` webhook → create a Chargebee customer and store the mapping locally.
2. **Future subscription before checkout** — create a local row with `status: future` before redirecting to Chargebee hosted checkout. Stamp `pendingSubscriptionId` on the Chargebee customer metadata so webhooks can match the right row.
3. **Reconcile from Chargebee** — Chargebee subscription webhooks (and an eager sync on checkout redirect) update the local row to `active` or `in_trial`.

Authorization stays in your app: every billing API call checks that `referenceId === organizationId` from the session before calling Chargebee.

## Before you start

[Section titled “Before you start”](#before-you-start)

Gather these before you write code:

| Prerequisite                                    | Where to get it                                 |
| ----------------------------------------------- | ----------------------------------------------- |
| Scalekit environment with organizations         | [Scalekit dashboard](https://app.scalekit.com/) |
| OAuth client (`skc_...`) + redirect URI         | **API Keys** in the dashboard                   |
| Chargebee sandbox site (Product Catalog 2.0)    | Chargebee test site                             |
| Plan item price ID (e.g. `growth-plan-monthly`) | Chargebee **Product Catalog**                   |
| Test payment gateway (`gw_...`)                 | Chargebee **Payment Gateways**                  |
| Public tunnel for webhooks                      | ngrok, LocalTunnel, or similar                  |

Environment variables (store in `.env`, never commit):

.env.example

```bash
1
SCALEKIT_ENV_URL=https://your-env.scalekit.dev
2
SCALEKIT_CLIENT_ID=skc_...
3
SCALEKIT_CLIENT_SECRET=
4
SCALEKIT_WEBHOOK_SECRET=
5
CHARGEBEE_SITE=your-site-test
6
CHARGEBEE_API_KEY=
7
CHARGEBEE_PLAN_ITEM_PRICE_ID=growth-plan-monthly
8
CHARGEBEE_GATEWAY_ACCOUNT_ID=gw_your_test_gateway_id
9
CHARGEBEE_WEBHOOK_USERNAME=
10
CHARGEBEE_WEBHOOK_PASSWORD=
11
NEXT_PUBLIC_APP_URL=http://localhost:3000
```

## Implementation

[Section titled “Implementation”](#implementation)

### 1. Store the org ↔ customer mapping

[Section titled “1. Store the org ↔ customer mapping”](#1-store-the-org--customer-mapping)

Add tables for organizations and subscriptions. The organization row holds the Chargebee customer ID; subscriptions are keyed by `reference_id` (the Scalekit org ID).

db/schema.sql

```sql
1
CREATE TABLE organization (
2
  id TEXT PRIMARY KEY,
3
  display_name TEXT,
4
  chargebee_customer_id TEXT UNIQUE
5
);
6


7
CREATE TABLE subscription (
8
  id TEXT PRIMARY KEY,
9
  reference_id TEXT NOT NULL,
10
  chargebee_customer_id TEXT NOT NULL,
11
  chargebee_subscription_id TEXT,
12
  status TEXT NOT NULL DEFAULT 'future',
13
  plan_id TEXT,
14
  seats INTEGER DEFAULT 1,
15
  trial_start INTEGER,
16
  trial_end INTEGER,
17
  current_period_end INTEGER,
18
  cancel_at_period_end INTEGER DEFAULT 0
19
);
```

Translate to your ORM. The `reference_id` column always stores the Scalekit organization ID from the `oid` claim.

### 2. Provision a Chargebee customer when Scalekit creates an org

[Section titled “2. Provision a Chargebee customer when Scalekit creates an org”](#2-provision-a-chargebee-customer-when-scalekit-creates-an-org)

Register a Scalekit webhook for `organization.created`, `organization.updated`, and `organization.deleted`. Verify the signature on the **raw request body** before parsing JSON.

Verify webhook signatures

Never parse the body before verification. Re-serialized JSON breaks signature checks. Read `req.text()` (or the raw buffer), verify, then `JSON.parse`.

api/webhooks/scalekit/route.ts

```ts
1
import { NextRequest, NextResponse } from 'next/server';
2
import { getScalekitClient } from '@/lib/scalekit';
3
import { createOrgCustomer } from '@/lib/billing/create-org-customer';
4


5
export async function POST(req: NextRequest) {
6
  const rawBody = await req.text();
7
  const secret = process.env.SCALEKIT_WEBHOOK_SECRET!;
8
  const scalekit = getScalekitClient();
9


10
  // Get the Scalekit signature header (do not use a full headers map for the new API)
11
  const signature = req.headers.get('scalekit-signature') ?? '';
12


13
  // Verify webhook signature using the current SDK: scalekit.webhooks.verifySignature(rawBody, signature, secret)
14
  const isValid = await scalekit.webhooks.verifySignature(rawBody, signature, secret);
15
  if (!isValid) {
16
    return NextResponse.json({ error: 'Invalid signature' }, { status: 401 });
17
  }
18


19
  const event = JSON.parse(rawBody);
20


21
  if (event.type === 'organization.created') {
22
    const organizationId = event.organization_id ?? event.data?.id;
23
    await createOrgCustomer({
24
      organizationId,
25
      displayName: event.data?.display_name ?? null,
26
    });
27
  }
28


29
  return NextResponse.json({ received: true });
30
}
```

The `createOrgCustomer` helper upserts the local organization row, creates a Chargebee customer if one does not exist, and stores `organizationId` in Chargebee `meta_data`:

lib/billing/create-org-customer.ts

```ts
1
const { customer } = await chargebee.customer.create({
2
  company: displayName ?? undefined,
3
  preferred_currency_code: 'USD',
4
  meta_data: {
5
    organizationId,
6
    customerType: 'organization',
7
  },
8
});
9


10
await setChargebeeCustomerId(organizationId, customer.id);
```

Return `200` after enqueueing work. Scalekit retries on non-2xx responses.

### 3. Read the organization ID from the session

[Section titled “3. Read the organization ID from the session”](#3-read-the-organization-id-from-the-session)

Billing routes need the org context from the access token. Validate the token on every request and require the `oid` claim:

lib/auth/require-session.ts

```ts
1
import { decodeJwt } from 'jose';
2


3
const isValid = await scalekit.validateAccessToken(accessToken);
4
if (!isValid) {
5
  throw new SessionError(401, 'Invalid or expired token');
6
}
7


8
// After successful validation, decode to read claims (e.g. `oid`, `sub`).
9
// decodeJwt is safe here because validateAccessToken already performed
10
// cryptographic signature validation + standard claim checks (exp, iss, aud).
11
const claims = decodeJwt(accessToken);
12


13
const organizationId = claims.oid as string | undefined;
14
if (!organizationId) {
15
  throw new SessionError(403, 'Organization context required for billing');
16
}
17


18
return {
19
  userId: claims.sub as string,
20
  email: claims.email as string,
21
  organizationId,
22
};
```

Do not call `/userinfo` for billing context. Use `scalekit.validateAccessToken(accessToken)` (boolean) followed by a JWT decode (e.g. `decodeJwt` from `jose`) to read the `oid` claim from the access token. This matches the recommended pattern in the access control guide.

### 4. Authorize billing actions per organization

[Section titled “4. Authorize billing actions per organization”](#4-authorize-billing-actions-per-organization)

Before any Chargebee API call, confirm the caller’s session org matches the billing reference:

lib/auth/authorize-reference.ts

```ts
1
export async function authorizeReference({
2
  organizationId,
3
  referenceId,
4
}: {
5
  organizationId: string;
6
  referenceId: string;
7
}): Promise {
8
  return referenceId === organizationId;
9
}
```

Extend this hook to deny billing for specific orgs (trial abuse, delinquent accounts) without changing Chargebee configuration.

### 5. Create a future subscription and start hosted checkout

[Section titled “5. Create a future subscription and start hosted checkout”](#5-create-a-future-subscription-and-start-hosted-checkout)

When an org admin clicks **Subscribe**, create a local `future` row first, then call Chargebee `hostedPage.checkoutNewForItems`:

api/subscription/create/route.ts

```ts
1
const referenceId = body.referenceId ?? ctx.organizationId;
2
if (!(await authorizeReference({ organizationId: ctx.organizationId, referenceId }))) {
3
  return NextResponse.json({ error: 'Forbidden' }, { status: 403 });
4
}
5


6
const customerId = await getOrCreateCustomerId({ organizationId: referenceId });
7
const localSub = await createFutureSubscription({
8
  referenceId,
9
  chargebeeCustomerId: customerId,
10
});
11


12
await chargebee.customer.update(customerId, {
13
  meta_data: {
14
    pendingSubscriptionId: localSub.id,
15
    organizationId: referenceId,
16
  },
17
});
18


19
const result = await chargebee.hostedPage.checkoutNewForItems({
20
  subscription_items: [{ item_price_id: planItemPriceId, quantity: seats }],
21
  customer: { id: customerId },
22
  redirect_url: `${appUrl}/api/subscription/success?callbackURL=/billing?success=1&subscriptionId=${localSub.id}`,
23
  cancel_url: `${appUrl}/billing`,
24
});
25


26
return NextResponse.json({ mode: 'hosted', url: result.hosted_page.url });
```

The `future` row gives your app a stable ID to reconcile against before Chargebee assigns a subscription ID.

### 6. Sync subscription state from Chargebee webhooks

[Section titled “6. Sync subscription state from Chargebee webhooks”](#6-sync-subscription-state-from-chargebee-webhooks)

Register a Chargebee webhook endpoint with HTTP Basic Auth. Handle at minimum:

| Chargebee event                                   | Action                                              |
| ------------------------------------------------- | --------------------------------------------------- |
| `subscription_created`                            | Link `chargebee_subscription_id`, set status        |
| `subscription_activated` / `subscription_started` | Mark `active` or `in_trial`, fire entitlements hook |
| `subscription_changed` / `subscription_renewed`   | Update plan, seats, period end                      |
| `subscription_cancelled`                          | Mark cancelled, revoke entitlements                 |
| `customer_deleted`                                | Clear local mapping                                 |

Lookup order when matching a webhook to a local row:

1. `chargebee_subscription_id` on the local row
2. `meta_data.subscriptionId` on the Chargebee subscription
3. `meta_data.pendingSubscriptionId` on the Chargebee customer
4. `future` row by `reference_id`

Chargebee retries on failure

Return `500` when your handler fails so Chargebee retries. Return `200` only after the database write succeeds. Scalekit org webhooks can return `200` immediately and process async — the failure modes differ.

### 7. Eager-sync on checkout redirect

[Section titled “7. Eager-sync on checkout redirect”](#7-eager-sync-on-checkout-redirect)

Hosted checkout redirects to your success URL before webhooks arrive. Add an eager sync in the success handler so the billing page shows the subscription immediately:

api/subscription/success/route.ts

```ts
1
export async function GET(request: NextRequest) {
2
  const subscriptionId = request.nextUrl.searchParams.get('subscriptionId');
3


4
  if (subscriptionId) {
5
    const local = await findSubscriptionById(subscriptionId);
6
    if (local?.chargebeeSubscriptionId) {
7
      const result = await chargebee.subscription.retrieve(local.chargebeeSubscriptionId);
8
      await syncLocalFromChargebeeSubscription(local, result.subscription);
9
    }
10
  }
11


12
  return NextResponse.redirect(new URL('/billing?success=1', request.url));
13
}
```

Webhooks remain the source of truth for ongoing changes. The redirect sync removes the “refresh and wait” gap after checkout.

### 8. Gate features from local subscription state

[Section titled “8. Gate features from local subscription state”](#8-gate-features-from-local-subscription-state)

Read subscription status from your database, not from Chargebee on every request:

api/subscription/list/route.ts

```ts
1
const subs = await findActiveByReferenceId(ctx.organizationId);
2
return NextResponse.json({
3
  subscriptions: subs.map((sub) => ({
4
    id: sub.id,
5
    status: sub.status,
6
    planId: sub.planId,
7
    seats: sub.seats,
8
    trialEnd: sub.trialEnd,
9
  })),
10
});
```

Use `onSubscriptionComplete` and `onSubscriptionDeleted` hooks to flip feature flags, enable SSO, or send onboarding email when status changes.

## Testing

[Section titled “Testing”](#testing)

Run this five-minute validation script after wiring both webhook endpoints through a tunnel:

1. **Create an organization** in Scalekit (or fire `organization.created` via the dashboard).
2. **Confirm provisioning** — local `organization` row exists and Chargebee dashboard shows a customer with matching `organizationId` metadata.
3. **Sign in** as a user in that org and open your billing page.
4. **Start checkout** — `POST /api/subscription/create` returns `{ mode: 'hosted', url }`. Complete payment with test card `4111 1111 1111 1111`.
5. **Confirm redirect** — browser lands on `/billing?success=1` and the subscription appears without a manual refresh.
6. **Replay a webhook** — send a test `subscription_activated` event from the Chargebee dashboard and confirm the local row updates.

Check session org context

```bash
1
curl -s http://localhost:3000/api/session \
2
  -H "Cookie: scalekit_session=" | jq '.organizationId'
```

## Common mistakes

[Section titled “Common mistakes”](#common-mistakes)

* **`no_applicable_gateway` on hosted checkout** — Chargebee cannot select a payment gateway. Add a test gateway in the Chargebee dashboard, set `CHARGEBEE_GATEWAY_ACCOUNT_ID`, or enable Smart Routing.
* **Checkout succeeds but no redirect** — `NEXT_PUBLIC_APP_URL` must appear in Chargebee **Allowed redirect domains**. A declined test card also prevents redirect.
* **Webhook signature failures** — reading `req.json()` before verification mutates the body. Use the raw body string for Scalekit; use Basic Auth for Chargebee.
* **Duplicate Chargebee customers** — race between org webhook and first checkout click. Make `createOrgCustomer` idempotent: check the local mapping before calling `customer.create`.
* **Billing API returns 403** — `referenceId` in the request body does not match session `oid`. In org-mode v1, always pass the session organization ID.

## Production notes

[Section titled “Production notes”](#production-notes)

* **Replace SQLite** with Postgres or your production database. Keep the `reference_id` index — webhook handlers query by org ID on every event.
* **Rotate webhook secrets** independently for Scalekit and Chargebee. Store them in your secrets manager, not `.env` files in the image.
* **Make handlers idempotent** — Chargebee retries webhooks; `subscription_activated` may arrive twice. Upsert by `chargebee_subscription_id`, do not insert blindly.
* **Handle org deletion** — on `organization.deleted`, cancel active Chargebee subscriptions and delete local rows. Orphan subscriptions continue billing otherwise.
* **Do not expose Chargebee API keys client-side** — only publishable keys belong in `NEXT_PUBLIC_*` variables for Chargebee.js. Server routes call the Chargebee SDK with the secret key.

## Next steps

[Section titled “Next steps”](#next-steps)

* Clone the [saas-auth-chargebee-example](https://github.com/scalekit-developers/saas-auth-chargebee-example) repo for a runnable Next.js implementation
* [Enforce seat limits with SCIM provisioning](/cookbooks/scim-seat-limit-enforcement/) when billing plans cap user count
* [External IDs and metadata](/guides/external-ids-and-metadata/) for mapping Scalekit orgs to your internal tenant IDs
* [Organization webhook events](/reference/webhooks/organization-events/) for org lifecycle payloads
* [Chargebee webhook documentation](https://www.chargebee.com/docs/2.0/events_and_webhooks.html) for the full event catalog

---
# DOCUMENT BOUNDARY
---

# Overview of modelling users and organizations

> Put together a data model for your app's users and organizations

Authenticated users now have access to your app.

Now is the time to consider how you’ll structure your data model for users and organizations. This foundational model will serve you well as you implement features such as workspaces, user invitations, role-based access control, and more—ultimately enabling your application to fully support B2B use cases.

Organizations and Users are the two first-class entities in Scalekit

* An **Organization** serves as a dedicated tenant within the application, representing a distinct entity like a company or project. A **User** is an individual account granted access to interact with the application. Typically belong to organization(s).

This is a simplified view of the relationship between these two entities

![](/.netlify/images?url=_astro%2F1-k.Cosz1iTD.png\&w=2984\&h=3570\&dpl=6a3b904fcb23b100084833a2)

This model makes it easy to implement essential B2B capabilities in your application.

## Flexible user sign-in options for organizations

[Section titled “Flexible user sign-in options for organizations”](#flexible-user-sign-in-options-for-organizations)

Configure your application to support multiple authentication methods, allowing users to choose their preferred sign-in options.

Also, this is crucial for enabling organization administrators to set and enforce specific authentication policies for their users.

A primary use case is implementing enterprise Single Sign-On (SSO). This allows your customers to authenticate their users through their organization’s existing Identity Provider (IdP), such as Okta, Google, or Microsoft Entra ID where IdP verifies the user’s identity, granting them secure access to your application.

With Scalekit as your authentication platform, administrators can easily enforce authentication policies for their organization’s users. Scalekit handles this enforcement automatically, either applying organization-specific policies or defaulting to your application’s preferred authentication methods on the login page. Configuring these settings is straightforward—simply toggle the desired options in your Scalekit environment through the dashboard or API.

#### User records deduplication

[Section titled “User records deduplication”](#user-records-deduplication)

Regardless of which authentication methods your users choose, Scalekit automatically recognizes users with identical email addresses as the same individual. This eliminates the need for your application to manage multiple user records for the same person and ensures consistent identity recognition across different authentication flows.

* Two different Users cannot have the same email address within the same Scalekit environment.
* Scalekit automatically consolidates accounts. If a user logs in with an email and password and later uses Google OAuth with the same email, both authentication methods will be linked to the same User record.

## On how users join and leave organizations

[Section titled “On how users join and leave organizations”](#on-how-users-join-and-leave-organizations)

Control how users join and are provisioned into organizations. Scalekit provides a flexible user provisioning engine to manage the entire user lifecycle.

This includes:

* Sending and managing user invitations.
* Allowing users to discover and join organizations based on their email domain.
* Enabling membership in multiple organizations.
* Securely de-provisioning users when they leave an organization.

These capabilities are built-in, allowing you to deliver a secure and seamless user management experience from day one.

## Enforce user roles and permissions

[Section titled “Enforce user roles and permissions”](#enforce-user-roles-and-permissions)

While your product may offer a wide range of features, not all users should have identical access or capabilities. For example, in a project management tool, you might allow some users to create projects, while others may have permission only to view them.

Managing user permissions can be complex. Scalekit simplifies this by providing the necessary roles and permissions your application needs to make authorization decisions at runtime.

When a user [completes the login flow](/authenticate/fsa/complete-login/#decoding-token-claims), the access token issued by Scalekit contains their assigned roles. Your application can inspect this token to control access to different features. By default, Scalekit assigns an `admin` role to the organization creator and a `member` role to all other users, providing a solid foundation for your authorization logic.

## Modify user memberships

[Section titled “Modify user memberships”](#modify-user-memberships)

Scalekit tracks how users belong to organizations through a `memberships` property on each User object. This property contains an array of membership objects that define the user’s relationship to each organization they belong to.

Each membership object includes these key properties:

* `organization_id`: Identifies which organization the user belongs to
* `roles`: Specifies the user’s roles (assigned by your application) within that organization
* `status`: Indicates whether the membership is active, pending invite or invite expired

The memberships property enables users to belong to multiple organizations while maintaining clear role and status information for each relationship.

```json
1
{
2
    "memberships": [
3
      {
4
        "join_time": "2025-06-27T10:57:43.720Z",
5
        "membership_status": "ACTIVE",
6
        "metadata": {
7
          "department": "engineering",
8
          "location": "nyc-office"
9
        },
10
        "name": "string",
11
        "organization_id": "org_1234abcd5678efgh",
12
        "primary_identity_provider": "OKTA",
13
        "roles": [
14
          {
15
            "id": "role_admin",
16
            "name": "Admin"
17
          }
18
        ]
19
      },
20
      {
21
        "join_time": "2025-07-15T14:30:22.451Z",
22
        "membership_status": "ACTIVE",
23
        "metadata": {
24
          "department": "product",
25
          "location": "sf-office"
26
        },
27
        "name": "Jane Smith",
28
        "organization_id": "org_9876zyxw5432vuts",
29
        "primary_identity_provider": "GOOGLE",
30
        "roles": [
31
          {
32
            "id": "role_prod_manager",
33
            "name": "Product Manager"
34
          }
35
        ]
36
      }
37
    ],
38
}
```

#### Migrating from a 1-to-1 model

[Section titled “Migrating from a 1-to-1 model”](#migrating-from-a-1-to-1-model)

In a 1-to-1 data model, each user is associated with a single organization. The user’s identity is tied to that specific organization, and they cannot belong to multiple organizations with the same identity. This model is common in applications that were not originally built with multi-tenancy in mind, or where each customer’s data and user base are kept entirely separate.

For example, many traditional enterprise software applications like **Slack**, **QuickBooks**, or **Adobe Creative Suite** use this model - each customer purchases their own license and has their own separate user accounts that cannot be shared across different customer organizations.

#### Migrating from a 1-to-many model

[Section titled “Migrating from a 1-to-many model”](#migrating-from-a-1-to-many-model)

If your application allows a single user to be part of multiple organizations, their profile in Scalekit will also be shared across those organizations. While the user’s core profile is consistent, each organization membership stores distinct information like roles, status, and metadata.

If you already have a membership table that links users and organizations, you can add the Scalekit `user_id` to that table. When you update a user’s profile, the changes will apply across all their organization memberships.

| Aspect              | 1-to-1                          | 1-to-many                       |
| ------------------- | ------------------------------- | ------------------------------- |
| **User belongs to** | One organization                | Multiple organizations          |
| **Email address**   | Tied to one org                 | Unique across environment       |
| **Authentication**  | Per-organization                | Across all orgs                 |
| **Example apps**    | Adobe Creative, QuickBooks      | Slack, GitHub, Figma            |
| **Scalekit use**    | Simpler setup, less flexibility | Full multi-tenancy capabilities |

---
# DOCUMENT BOUNDARY
---

# Set up environment & SDK

> Create your account, install SDK, set up AI tools, and verify your setup to start building with Scalekit

Create a Scalekit account, install the SDK, configure your credentials, and verify the setup. This prepares your environment for adding authentication to your application.

Before you begin, create a Scalekit account if you haven’t already. After creating your account, a Scalekit workspace is automatically set up for you with dedicated development and production environments.

[Create a Scalekit account ](https://app.scalekit.com/ws/signup)

1. ## Get your API credentials

   [Section titled “Get your API credentials”](#get-your-api-credentials)

   Scalekit uses the OAuth 2.0 client credentials flow for secure API authentication.

   Navigate to **Dashboard > Developers > Settings > API credentials** and copy these values:

   .env

   ```sh
   SCALEKIT_ENVIRONMENT_URL= # Example: https://acme.scalekit.dev or https://auth.acme.com (if custom domain is set)
   SCALEKIT_CLIENT_ID= # Example: skc_1234567890abcdef
   SCALEKIT_CLIENT_SECRET= # Example: test_abcdef1234567890
   ```

   Your workspace includes two environment URLs:

   Environment URLs

   ```md
   https://{your-subdomain}.scalekit.dev  (Development)
   https://{your-subdomain}.scalekit.com  (Production)
   ```

   View your environment URLs in **Dashboard > Developers > Settings**.

2. ## Install and initialize the SDK

   [Section titled “Install and initialize the SDK”](#install-and-initialize-the-sdk)

   Choose your preferred language and install the Scalekit SDK:

   * Node.js

     ```bash
     npm install @scalekit-sdk/node
     ```

   * Python

     ```sh
     pip install scalekit-sdk-python
     ```

   * Go

     ```sh
     go get -u github.com/scalekit-inc/scalekit-sdk-go
     ```

   * Java

     ```groovy
     /* Gradle users - add the following to your dependencies in build file */
     implementation "com.scalekit:scalekit-sdk-java:2.1.3"
     ```

     ```xml
     
     
         com.scalekit
         scalekit-sdk-java
         2.1.3
     
     ```

   After installation, initialize the SDK with your credentials:

   * Node.js

     Initialize SDK

     ```js
     1
     import { Scalekit } from '@scalekit-sdk/node';
     2


     3
     // Initialize the Scalekit client with your credentials
     4
     const scalekit = new Scalekit(
     5
       process.env.SCALEKIT_ENVIRONMENT_URL,
     6
       process.env.SCALEKIT_CLIENT_ID,
     7
       process.env.SCALEKIT_CLIENT_SECRET
     8
     );
     ```

   * Python

     Initialize SDK

     ```python
     1
     from scalekit import ScalekitClient
     2
     import os
     3


     4
     # Initialize the Scalekit client with your credentials
     5
     scalekit_client = ScalekitClient(
     6
       env_url=os.getenv('SCALEKIT_ENVIRONMENT_URL'),
     7
       client_id=os.getenv('SCALEKIT_CLIENT_ID'),
     8
       client_secret=os.getenv('SCALEKIT_CLIENT_SECRET')
     9
     )
     ```

   * Go

     Initialize SDK

     ```go
     1
     import (
     2
       "os"
     3
       "github.com/scalekit-inc/scalekit-sdk-go"
     4
     )
     5


     6
     // Initialize the Scalekit client with your credentials
     7
     scalekitClient := scalekit.NewScalekitClient(
     8
       os.Getenv("SCALEKIT_ENVIRONMENT_URL"),
     9
       os.Getenv("SCALEKIT_CLIENT_ID"),
     10
       os.Getenv("SCALEKIT_CLIENT_SECRET"),
     11
     )
     ```

   * Java

     Initialize SDK

     ```java
     1
     import com.scalekit.ScalekitClient;
     2


     3
     // Initialize the Scalekit client with your credentials
     4
     ScalekitClient scalekitClient = new ScalekitClient(
     5
       System.getenv("SCALEKIT_ENVIRONMENT_URL"),
     6
       System.getenv("SCALEKIT_CLIENT_ID"),
     7
       System.getenv("SCALEKIT_CLIENT_SECRET")
     8
     );
     ```

   SDK features

   All official SDKs include automatic retries, error handling, typed models, and auth helper methods to simplify your integration.

3. ## Verify your setup

   [Section titled “Verify your setup”](#verify-your-setup)

   Test your configuration by listing organizations in your workspace. This confirms your credentials work correctly.

   * cURL

     Authenticate with client credentials

     ```bash
     # Get an access token
     curl https:///oauth/token \
       -X POST \
       -H 'Content-Type: application/x-www-form-urlencoded' \
       -d 'client_id=' \
       -d 'client_secret=' \
       -d 'grant_type=client_credentials'
     ```

     This returns an access token:

     ```json
     {
       "access_token": "eyJhbGciOiJSUzI1NiIsImInR5cCI6IkpXVCJ9...",
       "token_type": "Bearer",
       "expires_in": 86399,
       "scope": "openid"
     }
     ```

     Use the token to access the Scalekit API

     List organizations

     ```sh
     curl -L '/api/v1/organizations?page_size=5' \
       -H 'Authorization: Bearer '
     ```

   * Node.js

     Create a file `verify.js` with the following code:

     verify.js

     ```javascript
     8 collapsed lines
     import { ScalekitClient } from '@scalekit-sdk/node';


     const scalekit = new ScalekitClient(
       process.env.SCALEKIT_ENVIRONMENT_URL,
       process.env.SCALEKIT_CLIENT_ID,
       process.env.SCALEKIT_CLIENT_SECRET,
     );


     const { organizations } = await scalekit.organization.listOrganization({
       pageSize: 5,
     });


     console.log(`Name of the first organization: ${organizations[0].display_name}`);
     ```

     Run the verification script:

     Run verification

     ```bash
     node verify.js
     ```

   * Python

     Create a file `verify.py` with the following code:

     verify.py

     ```python
     9 collapsed lines
     from scalekit import ScalekitClient
     import os


     # Initialize the SDK client
     scalekit_client = ScalekitClient(
       os.getenv('SCALEKIT_ENVIRONMENT_URL'),
       os.getenv('SCALEKIT_CLIENT_ID'),
       os.getenv('SCALEKIT_CLIENT_SECRET')
     )


     org_list = scalekit_client.organization.list_organizations(page_size=5)


     print(f'Name of the first organization: {org_list[0].display_name}')
     ```

     Run the verification script:

     Run verification

     ```bash
     python verify.py
     ```

   * Go

     Create a file `verify.go` with the following code:

     verify.go

     ```go
     18 collapsed lines
     package main


     import (
       "context"
       "fmt"
       "os"
       "github.com/scalekit-inc/scalekit-sdk-go"
     )


     func main() {
       ctx := context.Background()


       scalekitClient := scalekit.NewScalekitClient(
         os.Getenv("SCALEKIT_ENVIRONMENT_URL"),
         os.Getenv("SCALEKIT_CLIENT_ID"),
         os.Getenv("SCALEKIT_CLIENT_SECRET"),
       )


       organizations, err := scalekitClient.Organization.ListOrganizations(ctx, &scalekit.ListOrganizationsParams{
         PageSize: 5,
       })


     4 collapsed lines
       if err != nil {
         panic(err)
       }


       fmt.Printf("Name of the first organization: %s\n", organizations[0].DisplayName)
     }
     ```

   * Java

     Create a file `Verify.java` with the following code:

     Verify.java

     ```java
     7 collapsed lines
     import com.scalekit.ScalekitClient;
     import com.scalekit.models.ListOrganizationsResponse;


     public class Verify {
       public static void main(String[] args) {
         ScalekitClient scalekitClient = new ScalekitClient(
           System.getenv("SCALEKIT_ENVIRONMENT_URL"),
           System.getenv("SCALEKIT_CLIENT_ID"),
           System.getenv("SCALEKIT_CLIENT_SECRET")
         );


         ListOrganizationsResponse organizations = scalekitClient.organizations().listOrganizations(5, "");
         System.out.println("Name of the first organization: " + organizations.getOrganizations()[0].getDisplayName());
       }
     }
     ```

   If you see organization data, your setup is complete! You’re now ready to implement authentication in your application.

## Set up Scalekit MCP Server Optional

[Section titled “Set up Scalekit MCP Server ”](#set-up-scalekit-mcp-server-)

Scalekit’s Model Context Protocol (MCP) server connects your AI coding assistants to Scalekit. Manage environments, organizations, users, and authentication through natural language queries in your MCP client.

The MCP server provides AI assistants with tools for environment management, organization and user management, authentication connection setup, role administration, and admin portal access. It uses OAuth 2.1 authentication to securely connect your AI tools to your Scalekit workspace.

Building your own MCP server?

If you’re building your own MCP server and need to add OAuth-based authorization, check out our guide: [Add auth to your MCP server](/authenticate/mcp/quickstart/).

### Configure your MCP client

[Section titled “Configure your MCP client”](#configure-your-mcp-client)

Use the most common client configs below. For the full list of supported MCP hosts and editor setups, see the [Scalekit MCP server guide](/dev-kit/ai-assisted-development/scalekit-mcp-server/).

* Claude Code

  Run this command in your terminal:

  Terminal

  ```bash
  1
  claude mcp add --transport http scalekit https://mcp.scalekit.com/
  ```

* Cursor

  Edit `~/.cursor/mcp.json`, or open **Cursor Settings → MCP → Add New Global MCP Server** and paste the config:

  \~/.cursor/mcp.json

  ```json
  {
    "mcpServers": {
      "scalekit": {
        "url": "https://mcp.scalekit.com/"
      }
    }
  }
  ```

* Codex

  Run this command in your terminal:

  Terminal

  ```bash
  1
  codex mcp add scalekit --url https://mcp.scalekit.com/
  ```

* OpenCode

  Edit `opencode.json` in your project root:

  opencode.json

  ```json
  {
    "mcp": {
      "scalekit": {
        "type": "remote",
        "url": "https://mcp.scalekit.com/"
      }
    }
  }
  ```

After configuration, your MCP client will initiate an OAuth authorization workflow to securely connect to Scalekit’s MCP server.

Note

For Claude Desktop, VS Code, Windsurf, Gemini CLI, Kiro, Warp, Zed, and other hosts, use the full [Scalekit MCP server guide](/dev-kit/ai-assisted-development/scalekit-mcp-server/).

## Configure code editors for Scalekit documentation

[Section titled “Configure code editors for Scalekit documentation”](#configure-code-editors-for-scalekit-documentation)

In-code editor chat features are powered by models that understand your codebase and project context. These models search the web for relevant information to help you. However, they may not always have the latest information. Follow the instructions below to configure your code editors to explicitly index for up-to-date information.

### Set up Cursor

[Section titled “Set up Cursor”](#set-up-cursor)

[Play](https://youtube.com/watch?v=oMMG1k_9fmU)

To enable Cursor to access up-to-date Scalekit documentation:

1. Open Cursor settings (Cmd/Ctrl + ,)
2. Navigate to **Indexing & Docs** section
3. Click on **Add**
4. Add `https://docs.scalekit.com/llms-full.txt` to the indexable URLs
5. Click on **Save**

Once configured, use `@Scalekit Docs` in your chat to ask questions about Scalekit features, APIs, and integration guides. Cursor will search the latest documentation to provide accurate, up-to-date answers.

### Use Windsurf

[Section titled “Use Windsurf”](#use-windsurf)

![](/.netlify/images?url=_astro%2Fwindsurf.CfsQQlGb.png\&w=1357\&h=818\&dpl=6a3b904fcb23b100084833a2)

Windsurf enables `@docs` mentions within the Cascade chat to search for the best answers to your questions.

* Full Documentation

  ```plaintext
  1
  @docs:https://docs.scalekit.com/llms-full.txt
  2
  
  ```

  Costs more tokens.

* Specific Section

  ```plaintext
  1
  @docs:https://docs.scalekit.com/your-specific-section-or-file
  2
  
  ```

  Costs less tokens.

* Let AI decide

  ```plaintext
  1
  @docs:https://docs.scalekit.com/llms.txt
  2
  
  ```

  Costs tokens as per the model decisions.

## Use AI assistants

[Section titled “Use AI assistants”](#use-ai-assistants)

Assistants like **Anthropic Claude**, **Ollama**, **Google Gemini**, **Vercel v0**, **OpenAI’s ChatGPT**, or your own models can help you with Scalekit projects.

[Play](https://youtube.com/watch?v=ZDAI32I6s-I)

Need help with a specific AI tool?

Don’t see instructions for your favorite AI assistant? We’d love to add support for more tools! [Raise an issue](https://github.com/scalekit-inc/developer-docs/issues) on our GitHub repository and let us know which AI tool you’d like us to document.

---
# DOCUMENT BOUNDARY
---

# Complete login with code exchange

> Process authentication callbacks and handle redirect flows after users authenticate with Scalekit

Once users have successfully verified their identity using their chosen login method, Scalekit will have gathered the necessary user information for your app to complete the login process. However, your app must provide a callback endpoint where Scalekit can exchange an authorization code to return your app the user details.

1. ## Validate the `state` parameter recommended

   [Section titled “Validate the state parameter ”](#validate-the-state-parameter-)

   Before exchanging the authorization code, your application must validate the `state` parameter returned by Scalekit. Compare it with the value you stored in the user’s session before redirecting them. This critical step prevents Cross-Site Request Forgery (CSRF) attacks, ensuring the authentication response corresponds to a request initiated by the same user.

   * Node.js

     Validate state in Express.js

     ```javascript
     1
     const { state } = req.query;
     2


     3
     // Assumes you are using a session middleware like express-session
     4
     const storedState = req.session.oauthState;
     5
     delete req.session.oauthState; // State should be used only once
     6


     7
     if (!state || state !== storedState) {
     8
       console.error('Invalid state parameter');
     9
       return res.redirect('/login?error=invalid_state');
     10
     }
     ```

   * Python

     Validate state in Flask

     ```python
     1
     from flask import session, request, redirect
     2


     3
     state = request.args.get('state')
     4


     5
     # Retrieve and remove stored state from session
     6
     stored_state = session.pop('oauth_state', None)
     7


     8
     if not state or state != stored_state:
     9
         print('Invalid state parameter')
     10
         return redirect('/login?error=invalid_state')
     ```

   * Go

     Validate state in Gin

     ```go
     1
     stateParam := c.Query("state")
     2


     3
     // Assumes you are using a session library like gin-contrib/sessions
     4
     session := sessions.Default(c)
     5
     storedState := session.Get("oauth_state")
     6
     session.Delete("oauth_state") // State should be used only once
     7
     session.Save()
     8


     9
     if stateParam == "" || stateParam != storedState {
     10
         log.Println("Invalid state parameter")
     11
         c.Redirect(http.StatusFound, "/login?error=invalid_state")
     12
         return
     13
     }
     ```

   * Java

     Validate state in Spring

     ```java
     1
     // Assumes HttpSession is injected into your controller method
     2
     String storedState = (String) session.getAttribute("oauth_state");
     3
     session.removeAttribute("oauth_state"); // State should be used only once
     4


     5
     if (state == null || !state.equals(storedState)) {
     6
         System.err.println("Invalid state parameter");
     7
         return new RedirectView("/login?error=invalid_state");
     8
     }
     ```

2. ## Exchange authorization code for tokens

   [Section titled “Exchange authorization code for tokens”](#exchange-authorization-code-for-tokens)

   Once the `state` is validated, your app can safely exchange the authorization code for tokens. The Scalekit SDK simplifies this process with the `authenticateWithCode` method, which handles the secure server-to-server request.

   * Node.js

     Express.js callback handler

     ```javascript
     1
     app.get('/auth/callback', async (req, res) => {
     2
       const { code, error, error_description, state } = req.query;
     3


     4
       //  Add state validation here (see previous step)
     11 collapsed lines
     5


     6
       // Handle errors first
     7
       if (error) {
     8
         console.error('Authentication error:', error);
     9
         return res.redirect('/login?error=auth_failed');
     10
       }
     11


     12
       if (!code) {
     13
         return res.redirect('/login?error=missing_code');
     14
       }
     15


     16
       try {
     17
         // Exchange code for user data
     18
         const authResult = await scalekit.authenticateWithCode(
     19
           code,
     20
           'https://yourapp.com/auth/callback'
     21
         );
     22


     23
         const { user, accessToken, refreshToken } = authResult;
     11 collapsed lines
     24


     25
         // TODO: Store user session (next guide covers this)
     26
         // req.session.user = user;
     27


     28
         res.redirect('/dashboard');
     29


     30
       } catch (error) {
     31
         console.error('Token exchange failed:', error);
     32
         res.redirect('/login?error=exchange_failed');
     33
       }
     34
     });
     ```

   * Python

     Flask callback handler

     ```python
     1
     @app.route('/auth/callback')
     2
     def auth_callback():
     3
         code = request.args.get('code')
     4
         error = request.args.get('error')
     9 collapsed lines
     5
         state = request.args.get('state')
     6


     7
         # TODO: Add state validation here (see previous step)
     8


     9
         # Handle errors first
     10
         if error:
     11
             print(f'Authentication error: {error}')
     12
             return redirect('/login?error=auth_failed')
     13


     14
         if not code:
     15
             return redirect('/login?error=missing_code')
     16


     17
         try:
     18
             # Exchange code for user data
     19
             options = CodeAuthenticationOptions()
     20
             auth_result = scalekit.authenticate_with_code(
     21
                 code,
     22
                 'https://yourapp.com/auth/callback',
     23
                 options
     24
             )
     25


     26
             user = auth_result.user
     27
             # access_token = auth_result.access_token
     28
             # refresh_token = auth_result.refresh_token
     6 collapsed lines
     29


     30
             # TODO: Store user session (next guide covers this)
     31
             # session['user'] = user
     32


     33
             return redirect('/dashboard')
     34


     35
         except Exception as e:
     36
             print(f'Token exchange failed: {e}')
     37
             return redirect('/login?error=exchange_failed')
     ```

   * Go

     Gin callback handler

     ```go
     1
     func authCallbackHandler(c *gin.Context) {
     2
         code := c.Query("code")
     3
         errorParam := c.Query("error")
     13 collapsed lines
     4
         stateParam := c.Query("state")
     5


     6
         // TODO: Add state validation here (see previous step)
     7


     8
         // Handle errors first
     9
         if errorParam != "" {
     10
             log.Printf("Authentication error: %s", errorParam)
     11
             c.Redirect(http.StatusFound, "/login?error=auth_failed")
     12
             return
     13
         }
     14


     15
         if code == "" {
     16
             c.Redirect(http.StatusFound, "/login?error=missing_code")
     17
             return
     18
         }
     19


     20
         // Exchange code for user data
     21
         options := scalekit.AuthenticationOptions{}
     22
         authResult, err := scalekitClient.AuthenticateWithCode(
     23
             c.Request.Context(), code,
     7 collapsed lines
     24
             "https://yourapp.com/auth/callback",
     25
             options,
     26
         )
     27


     28
         if err != nil {
     29
             log.Printf("Token exchange failed: %v", err)
     30
             c.Redirect(http.StatusFound, "/login?error=exchange_failed")
     31
             return
     32
         }
     33


     34
         user := authResult.User
     35
         // accessToken := authResult.AccessToken
     36
         // refreshToken := authResult.RefreshToken
     37


     38
         // TODO: Store user session (next guide covers this)
     39
         // session.Set("user", user)
     40


     41
         c.Redirect(http.StatusFound, "/dashboard")
     42
     }
     ```

   * Java

     Spring callback handler

     ```java
     1
     @GetMapping("/auth/callback")
     2
     public Object authCallback(
     3
         @RequestParam(required = false) String code,
     4
         @RequestParam(required = false) String error,
     5
         @RequestParam(required = false) String state,
     10 collapsed lines
     6
         HttpSession session
     7
     ) {
     8
         // TODO: Add state validation here (see previous step)
     9


     10
         // Handle errors first
     11
         if (error != null) {
     12
             System.err.println("Authentication error: " + error);
     13
             return new RedirectView("/login?error=auth_failed");
     14
         }
     15


     16
         if (code == null) {
     17
             return new RedirectView("/login?error=missing_code");
     18
         }
     19


     20
         try {
     21
             // Exchange code for user data
     22
             AuthenticationOptions options = new AuthenticationOptions();
     23
             AuthenticationResponse authResult = scalekit
     24
                 .authentication()
     25
                 .authenticateWithCode(code, "https://yourapp.com/auth/callback", options);
     26


     27
             var user = authResult.getIdTokenClaims();
     28
             // String accessToken = authResult.getAccessToken();
     29
             // String refreshToken = authResult.getRefreshToken();
     30


     6 collapsed lines
     31
             // TODO: Store user session (next guide covers this)
     32
             // session.setAttribute("user", user);
     33


     34
             return new RedirectView("/dashboard");
     35


     36
         } catch (Exception e) {
     37
             System.err.println("Token exchange failed: " + e.getMessage());
     38
             return new RedirectView("/login?error=exchange_failed");
     39
         }
     40
     }
     ```

   The authorization `code` can be redeemed only once and expires in approx \~10 minutes. Reuse or replay attempts typically return errors like `invalid_grant`. If this occurs, start a new login flow to obtain a fresh `code` and `state`.

   The `authResult` object returned contains:

   ```js
     {
       user: {
         email: "john.doe@example.com",
         emailVerified: true,
         givenName: "John",
         name: "John Doe",
         id: "usr_74599896446906854"
       },
       idToken: "eyJhbGciO..", // Decode for full user details


       accessToken: "eyJhbGciOi..",
       refreshToken: "rt_8f7d6e5c4b3a2d1e0f9g8h7i6j..",
       expiresIn: 299 // in seconds
     }
   ```

   | Key            | Description                                                   |
   | -------------- | ------------------------------------------------------------- |
   | `user`         | Common user details with email, name, and verification status |
   | `idToken`      | JWT containing verified full user identity claims             |
   | `accessToken`  | Short-lived token that determines current access              |
   | `refreshToken` | Long-lived token to obtain new access tokens                  |

3. ## Decoding token claims

   [Section titled “Decoding token claims”](#decoding-token-claims)

   The `idToken` and `accessToken` are JSON Web Tokens (JWT) that contain user claims. These tokens can be decoded to retrieve comprehensive user and access information.

   * Node.js

     Decode ID token

     ```javascript
     1
     // Use a library like 'jsonwebtoken'
     2
     const jwt = require('jsonwebtoken');
     3


     4
     // The idToken from the authResult object
     5
     const { idToken } = authResult;
     6


     7
     // Decode the token without verifying its signature
     8
     const decoded = jwt.decode(idToken);
     9


     10
     console.log('Decoded claims:', decoded);
     ```

   * Python

     Decode ID token

     ```python
     1
     # Use a library like 'PyJWT'
     2
     import jwt
     3


     4
     # The id_token from the auth_result object
     5
     id_token = auth_result.id_token
     6


     7
     # Decode the token without verifying its signature
     8
     decoded = jwt.decode(id_token, options={"verify_signature": False})
     9
     print(f'Decoded claims: {decoded}')
     ```

   * Go

     Decode ID token

     ```go
     1
     // Use a library like 'github.com/golang-jwt/jwt/v5'
     2
     import (
     3
       "fmt"
     4
       "github.com/golang-jwt/jwt/v5"
     5
     )
     6


     7
     // The IdToken from the authResult object
     8
     idToken := authResult.IdToken
     9
     token, _, err := new(jwt.Parser).ParseUnverified(idToken, jwt.MapClaims{})
     10
     if err != nil {
     11
       fmt.Printf("Error parsing token: %v\n", err)
     12
       return
     13
     }
     14


     15
     if claims, ok := token.Claims.(jwt.MapClaims); ok {
     16
       fmt.Printf("Decoded claims: %+v\n", claims)
     17
     }
     ```

   * Java

     Decode ID token

     ```java
     1
     // Use a library like 'com.auth0:java-jwt'
     2
     import com.auth0.jwt.JWT;
     3
     import com.auth0.jwt.interfaces.DecodedJWT;
     4
     import com.auth0.jwt.interfaces.Claim;
     5
     import com.auth0.jwt.exceptions.JWTDecodeException;
     6
     import java.util.Map;
     7


     8
     try {
     9
         // The idToken from the authResult object
     10
         String idToken = authResult.getIdToken();
     11


     12
         // Decode the token without verifying its signature
     13
         DecodedJWT decodedJwt = JWT.decode(idToken);
     14
         Map claims = decodedJwt.getClaims();
     15


     16
         System.out.println("Decoded claims: " + claims);
     17
     } catch (JWTDecodeException exception){
     18
         // Invalid token
     19
         System.err.println("Failed to decode ID token: " + exception.getMessage());
     20
     }
     ```

   The decoded token claims contain:

   * Decoded ID token

     ID token decoded

     ```json
     1
     {
     2
       "iss": "https://scalekit-z44iroqaaada-dev.scalekit.cloud", // Issuer: Scalekit environment URL (must match your environment)
     3
       "aud": ["skc_58327482062864390"], // Audience: Your client ID (must match for validation)
     4
       "azp": "skc_58327482062864390", // Authorized party: Usually same as aud
     5
       "sub": "usr_63261014140912135", // Subject: User's unique identifier
     6
       "oid": "org_59615193906282635", // Organization ID: User's organization
     7
       "exp": 1742975822, // Expiration: Unix timestamp (validate token hasn't expired)
     8
       "iat": 1742974022, // Issued at: Unix timestamp when token was issued
     9
       "at_hash": "ec_jU2ZKpFelCKLTRWiRsg", // Access token hash: For token binding validation
     10
       "c_hash": "6wMreK9kWQQY6O5R0CiiYg", // Authorization code hash: For code binding validation
     11
       "amr": ["conn_123"], // Authentication method reference: Connection ID used for auth
     12
       "email": "john.doe@example.com", // User's email address
     13
       "email_verified": true, // Email verification status
     14
       "name": "John Doe", // User's full name (optional)
     15
       "given_name": "John", // User's first name (optional)
     16
       "family_name": "Doe", // User's last name (optional)
     17
       "picture": "https://...", // Profile picture URL (optional)
     18
       "locale": "en", // User's locale preference (optional)
     19
       "sid": "ses_65274187031249433", // Session ID: Links token to user session
     20
       "client_id": "skc_58327482062864390", // Client ID: Your application identifier
     21
       "xoid": "ext_org_123", // External organization ID (if mapped)
     22
     }
     ```

   * Decoded access token

     Decoded access token

     ```json
     1
     {
     2
         "iss": "https://login.devramp.ai", // Issuer: Scalekit environment URL (must match your environment)
     3
         "aud": ["prd_skc_7848964512134X699"], // Audience: Your client ID (must match for validation)
     4
         "sub": "usr_8967800122X995270", // Subject: User's unique identifier
     5
         "oid": "org_89678001X21929734", // Organization ID: User's organization
     6
         "exp": 1758265247, // Expiration: Unix timestamp (validate token hasn't expired)
     7
         "iat": 1758264947, // Issued at: Unix timestamp when token was issued
     8
         "nbf": 1758264947, // Not before: Unix timestamp (token valid from this time)
     9
         "jti": "tkn_90928731115292X63", // JWT ID: Unique token identifier
     10
         "sid": "ses_90928729571723X24", // Session ID: Links token to user session
     11
         "client_id": "prd_skc_7848964512134X699", // Client ID: Your application identifier
     12
         "roles": ["admin"], // Roles: User roles within organization (optional, for authorization)
     13
         "permissions": ["workspace_data:write", "workspace_data:read"], // Permissions: resource:action format (optional, for granular access control)
     14
         "scope": "openid profile email", // OAuth scopes granted (optional)
     15
         "xoid": "ext_org_123", // External organization ID (if mapped)
     16
         "xuid": "ext_usr_456" // External user ID (if mapped)
     17
     }
     ```

   ID token claims reference

   ID tokens contain cryptographically signed claims about a user’s profile information. The Scalekit SDK automatically validates ID tokens when you use `authenticateWithCode`. If you need to manually verify or access custom claims, use the claim reference below.

   | Claim            | Presence | Description                                     |
   | ---------------- | -------- | ----------------------------------------------- |
   | `iss`            | Always   | Issuer identifier (Scalekit environment URL)    |
   | `aud`            | Always   | Intended audience (your client ID)              |
   | `sub`            | Always   | Subject identifier (user’s unique ID)           |
   | `oid`            | Always   | Organization ID of the user                     |
   | `exp`            | Always   | Expiration time (Unix timestamp)                |
   | `iat`            | Always   | Issuance time (Unix timestamp)                  |
   | `at_hash`        | Always   | Access token hash for validation                |
   | `c_hash`         | Always   | Authorization code hash for validation          |
   | `azp`            | Always   | Authorized presenter (usually same as `aud`)    |
   | `amr`            | Always   | Authentication method reference (connection ID) |
   | `email`          | Always   | User’s email address                            |
   | `email_verified` | Optional | Email verification status                       |
   | `name`           | Optional | User’s full name                                |
   | `family_name`    | Optional | User’s surname or last name                     |
   | `given_name`     | Optional | User’s given name or first name                 |
   | `locale`         | Optional | User’s locale (BCP 47 language tag)             |
   | `picture`        | Optional | URL of user’s profile picture                   |
   | `sid`            | Always   | Session identifier                              |
   | `client_id`      | Always   | Your application’s client ID                    |

   Validate ID tokens without an SDK

   Use this flow when you validate Scalekit ID tokens in a language without an official SDK (for example, Ruby on Rails or PHP). The Scalekit SDK validates tokens automatically when you call `authenticateWithCode`.

   | Parameter             | Value                                                             |
   | --------------------- | ----------------------------------------------------------------- |
   | OpenID configuration  | `https:///.well-known/openid-configuration` |
   | Issuer (`iss`)        | Your Scalekit environment URL                                     |
   | JWKS URI (`jwks_uri`) | `https:///keys`                             |
   | Signing algorithm     | `RS256`                                                           |

   1. Fetch `/.well-known/openid-configuration` and read `issuer` and `jwks_uri`.
   2. Fetch the JWKS document from `jwks_uri`.
   3. Verify the JWT signature with **RS256** using the key whose `kid` matches the token header.
   4. Validate `iss`, `aud`, and `exp`. The `aud` claim may be a string or an array of strings. Your application’s client ID (`skc_...`) must appear in `aud` — reject the token if it does not.

   Audience may be a string or array

   OIDC allows `aud` as either a single string or an array. When `aud` is an array, check that your client ID is included. Ruby’s `verify_aud: true` with a string `aud` option handles both shapes in recent `jwt` gem versions; in other languages, normalize `aud` to a list before comparing.

   Ruby on Rails example

   ```ruby
   1
   require "jwt"
   2
   require "net/http"
   3
   require "json"
   4


   5
   ENV_URL = ENV.fetch("SCALEKIT_ENV_URL")
   6
   CLIENT_ID = ENV.fetch("SCALEKIT_CLIENT_ID")
   7


   8
   config = JSON.parse(Net::HTTP.get(URI("#{ENV_URL}/.well-known/openid-configuration")))
   9
   jwks = JSON.parse(Net::HTTP.get(URI(config["jwks_uri"])))
   10


   11
   decoded, = JWT.decode(
   12
     id_token, nil, true,
   13
     algorithms: ["RS256"], jwks: jwks,
   14
     iss: config["issuer"], verify_iss: true,
   15
     aud: CLIENT_ID, verify_aud: true
   16
   )
   ```

   Confirm endpoints before wiring validation into your app:

   ```bash
   1
   curl -s "https:///.well-known/openid-configuration" | jq '{issuer, jwks_uri}'
   2
   curl -s "https:///keys" | jq '.keys[] | {kid, alg, use}'
   ```

   See [ID token claims](/guides/idtoken-claims/) for the full claim list.

   Access token claims reference

   Access tokens contain authorization information including roles and permissions. Use these claims to make authorization decisions in your application.

   **Roles** group related permissions together and define what users can do in your system. Common examples include Admin, Manager, Editor, and Viewer. Roles can inherit permissions from other roles, creating hierarchical access levels.

   **Permissions** represent specific actions users can perform, formatted as `resource:action` patterns like `projects:create` or `tasks:read`. Use permissions for granular access control when you need precise control over individual capabilities.

   Scalekit automatically assigns the `admin` role to the first user in each organization and the `member` role to subsequent users. Your application uses the role and permission information from Scalekit to make final authorization decisions at runtime.

   | Claim         | Presence | Description                                      |
   | ------------- | -------- | ------------------------------------------------ |
   | `iss`         | Always   | Issuer identifier (Scalekit environment URL)     |
   | `aud`         | Always   | Intended audience (your client ID)               |
   | `sub`         | Always   | Subject identifier (user’s unique ID)            |
   | `oid`         | Always   | Organization ID of the user                      |
   | `exp`         | Always   | Expiration time (Unix timestamp)                 |
   | `iat`         | Always   | Issuance time (Unix timestamp)                   |
   | `nbf`         | Always   | Not before time (Unix timestamp)                 |
   | `jti`         | Always   | JWT ID (unique token identifier)                 |
   | `sid`         | Always   | Session identifier                               |
   | `client_id`   | Always   | Client identifier for the application            |
   | `roles`       | Optional | Array of role names assigned to the user         |
   | `permissions` | Optional | Array of permissions in `resource:action` format |
   | `scope`       | Optional | Space-separated list of OAuth scopes granted     |

   Scalekit can include the following metadata claims in access tokens when this feature is enabled for your environment. Self-serve configuration in the Scalekit Dashboard is coming soon. Until then, request access in the [Scalekit Slack community](https://join.slack.com/t/scalekit-community/shared_invite/zt-3gsxwr4hc-0tvhwT2b_qgVSIZQBQCWRw).

   | Claim                 | Source                | Description                                                                  |
   | --------------------- | --------------------- | ---------------------------------------------------------------------------- |
   | `user_metadata`       | User record           | Custom key-value pairs attached to the user                                  |
   | `membership_metadata` | User’s org membership | Custom key-value pairs attached to the user’s membership in the organization |
   | `org_metadata`        | Organization record   | Custom key-value pairs attached to the organization                          |

   Empty metadata is omitted. Scalekit adds these claims only when the corresponding metadata object is non-empty.

4. ## Verifying access tokens optional

   [Section titled “Verifying access tokens ”](#verifying-access-tokens-)

   The Scalekit SDK provides methods to validate tokens automatically. When you use the SDK’s `validateAccessToken` method, it:

   1. Verifies the token signature using Scalekit’s public keys
   2. Checks the token hasn’t expired (`exp` claim)
   3. Validates the issuer (`iss` claim) matches your environment
   4. Ensures the audience (`aud` claim) matches your client ID

   If you need to manually verify tokens, fetch the public signing keys from the JSON Web Key Set (JWKS) endpoint:

   JWKS endpoint

   ```sh
   1
   https:///keys
   ```

   For example, if your Scalekit Environment URL is `https://your-environment.scalekit.com`, the keys can be found at `https://your-environment.scalekit.com/keys`.

   Important claims to validate

   When validating tokens manually, pay attention to these claims:

   * **`iss` (Issuer)**: Must match your Scalekit environment URL
   * **`aud` (Audience)**: Must match your application’s client ID
   * **`exp` (Expiration Time)**: Ensure the token has not expired
   * **`sub` (Subject)**: Uniquely identifies the user
   * **`oid` (Organization ID)**: Identifies which organization the user belongs to

An `IdToken` contains comprehensive profile information about the user. You can save this in your database for app use cases, using [your own identifier](/fsa/guides/organization-identifiers/). Now, let’s utilize *access and refresh tokens* to manage user access and maintain active sessions.

## Common login scenarios

[Section titled “Common login scenarios”](#common-login-scenarios)

Customize the login flow by passing different parameters when creating the authorization URL. These scenarios help you route users to specific organizations, force re-authentication, or direct users to signup.

Include state in production code

The routing examples below omit `state` so the parameter focus stays visible. In production, always set `options.state` to a cryptographically random value, store it server-side before redirecting, and validate it on callback. See [Validate the `state` parameter](#validate-the-state-parameter-) above and [Initiate user login](/authenticate/fsa/implement-login/).

How do I route users to a specific organization?

For multi-tenant applications, you can route users directly to their organization’s authentication method using `organizationId`. This is useful when you already know the user’s organization.

* Node.js

  Express.js

  ```javascript
  1
  const orgId = getOrganizationFromRequest(req)
  2
  const redirectUri = 'https://your-app.com/auth/callback'
  3
  const options = {
  4
    scopes: ['openid', 'profile', 'email', 'offline_access'],
  5
    organizationId: orgId,
  6
  }
  7
  const url = scalekit.getAuthorizationUrl(redirectUri, options)
  8
  return res.redirect(url)
  ```

* Python

  Flask

  ```python
  1
  from scalekit import AuthorizationUrlOptions
  2


  3
  org_id = get_org_from_request(request)
  4
  redirect_uri = 'https://your-app.com/auth/callback'
  5
  options = AuthorizationUrlOptions()
  6
  options.scopes = ['openid', 'profile', 'email', 'offline_access']
  7
  options.organization_id = org_id
  8
  url = scalekit_client.get_authorization_url(redirect_uri, options)
  9
  return redirect(url)
  ```

* Go

  Gin

  ```go
  1
  orgID := getOrgFromRequest(c)
  2
  redirectUri := "https://your-app.com/auth/callback"
  3
  options := scalekitClient.AuthorizationUrlOptions{Scopes: []string{"openid","profile","email","offline_access"}, OrganizationId: orgID}
  4
  url, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options)
  5
  c.Redirect(http.StatusFound, url.String())
  ```

* Java

  Spring

  ```java
  1
  String orgId = getOrgFromRequest(request);
  2
  String redirectUri = "https://your-app.com/auth/callback";
  3
  AuthorizationUrlOptions options = new AuthorizationUrlOptions();
  4
  options.setScopes(Arrays.asList("openid","profile","email","offline_access"));
  5
  options.setOrganizationId(orgId);
  6
  URL url = scalekitClient.authentication().getAuthorizationUrl(redirectUri, options);
  7
  return new RedirectView(url.toString());
  ```

How do I route users based on email domain?

If you don’t know the organization ID beforehand, you can use `loginHint` to let Scalekit determine the correct authentication method from the user’s email domain. This is common for enterprise logins where the email domain is associated with a specific SSO connection. The domain must be registered to the organization either manually from the Scalekit Dashboard or through the admin portal when [onboarding an enterprise customer](/sso/guides/onboard-enterprise-customers/).

* Node.js

  Express.js

  ```javascript
  1
  const redirectUri = 'https://your-app.com/auth/callback'
  2
  const options = {
  3
      scopes: ['openid', 'profile', 'email', 'offline_access'],
  4
      loginHint: userEmail
  5
    }
  6
  const url = scalekit.getAuthorizationUrl(redirectUri, options)
  7
  return res.redirect(url)
  ```

* Python

  Flask

  ```python
  1
  redirect_uri = 'https://your-app.com/auth/callback'
  2
  options = AuthorizationUrlOptions()
  3
  options.scopes = ['openid', 'profile', 'email', 'offline_access']
  4
  options.login_hint = user_email
  5
  url = scalekit_client.get_authorization_url(redirect_uri, options)
  6
  return redirect(url)
  ```

* Go

  Gin

  ```go
  1
  redirectUri := "https://your-app.com/auth/callback"
  2
  options := scalekitClient.AuthorizationUrlOptions{Scopes: []string{"openid","profile","email","offline_access"}, LoginHint: userEmail}
  3
  url, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options)
  4
  c.Redirect(http.StatusFound, url.String())
  ```

* Java

  Spring

  ```java
  1
  String redirectUri = "https://your-app.com/auth/callback";
  2
  AuthorizationUrlOptions options = new AuthorizationUrlOptions();
  3
  options.setScopes(Arrays.asList("openid","profile","email","offline_access"));
  4
  options.setLoginHint(userEmail);
  5
  URL url = scalekitClient.authentication().getAuthorizationUrl(redirectUri, options);
  6
  return new RedirectView(url.toString());
  ```

How do I route users to a specific SSO connection?

When you know the exact enterprise connection a user should use, you can pass its `connectionId` for the highest routing precision. This bypasses any other routing logic.

* Node.js

  Express.js

  ```javascript
  1
  const redirectUri = 'https://your-app.com/auth/callback'
  2
  const options = {
  3
      scopes: ['openid', 'profile', 'email', 'offline_access'],
  4
      connectionId: 'conn_123...'
  5
    }
  6
  const url = scalekit.getAuthorizationUrl(redirectUri, options)
  7
  return res.redirect(url)
  ```

* Python

  Flask

  ```python
  1
  redirect_uri = 'https://your-app.com/auth/callback'
  2
  options = AuthorizationUrlOptions()
  3
  options.scopes = ['openid', 'profile', 'email', 'offline_access']
  4
  options.connection_id = 'conn_123...'
  5
  url = scalekit_client.get_authorization_url(redirect_uri, options)
  6
  return redirect(url)
  ```

* Go

  Gin

  ```go
  1
  redirectUri := "https://your-app.com/auth/callback"
  2
  options := scalekitClient.AuthorizationUrlOptions{Scopes: []string{"openid","profile","email","offline_access"}, ConnectionId: "conn_123..."}
  3
  url, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options)
  4
  c.Redirect(http.StatusFound, url.String())
  ```

* Java

  Spring

  ```java
  1
  String redirectUri = "https://your-app.com/auth/callback";
  2
  AuthorizationUrlOptions options = new AuthorizationUrlOptions();
  3
  options.setScopes(Arrays.asList("openid","profile","email","offline_access"));
  4
  options.setConnectionId("conn_123...");
  5
  URL url = scalekitClient.authentication().getAuthorizationUrl(redirectUri, options);
  6
  return new RedirectView(url.toString());
  ```

How do I force users to re-authenticate?

You can require users to authenticate again, even if they have an active session, by setting `prompt: 'login'`. This is useful for high-security actions that require recent authentication.

* Node.js

  Express.js

  ```javascript
  1
  const redirectUri = 'https://your-app.com/auth/callback'
  2
  const options = {
  3
      scopes: ['openid', 'profile', 'email', 'offline_access'],
  4
      prompt: 'login'
  5
    }
  6
  return res.redirect(scalekit.getAuthorizationUrl(redirectUri, options))
  ```

* Python

  Flask

  ```python
  1
  redirect_uri = 'https://your-app.com/auth/callback'
  2
  options = AuthorizationUrlOptions()
  3
  options.scopes = ['openid', 'profile', 'email', 'offline_access']
  4
  options.prompt = 'login'
  5
  return redirect(scalekit_client.get_authorization_url(redirect_uri, options))
  ```

* Go

  Gin

  ```go
  1
  redirectUri := "https://your-app.com/auth/callback"
  2
  options := scalekitClient.AuthorizationUrlOptions{Scopes: []string{"openid","profile","email","offline_access"}, Prompt: "login"}
  3
  url, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options)
  4
  c.Redirect(http.StatusFound, url.String())
  ```

* Java

  Spring

  ```java
  1
  String redirectUri = "https://your-app.com/auth/callback";
  2
  AuthorizationUrlOptions options = new AuthorizationUrlOptions();
  3
  options.setScopes(Arrays.asList("openid","profile","email","offline_access"));
  4
  options.setPrompt("login");
  5
  return new RedirectView(scalekitClient.authentication().getAuthorizationUrl(redirectUri, options).toString());
  ```

How do I let users choose an account or organization?

To show the organization or account chooser, set `prompt: 'select_account'`. This is helpful when a user is part of multiple organizations and needs to select which one to sign into.

* Node.js

  Express.js

  ```javascript
  1
  const redirectUri = 'https://your-app.com/auth/callback'
  2
  const options = {
  3
      scopes: ['openid', 'profile', 'email', 'offline_access'],
  4
      prompt: 'select_account'
  5
    }
  6
  return res.redirect(scalekit.getAuthorizationUrl(redirectUri, options))
  ```

* Python

  Flask

  ```python
  1
  redirect_uri = 'https://your-app.com/auth/callback'
  2
  options = AuthorizationUrlOptions()
  3
  options.scopes = ['openid', 'profile', 'email', 'offline_access']
  4
  options.prompt = 'select_account'
  5
  return redirect(scalekit_client.get_authorization_url(redirect_uri, options))
  ```

* Go

  Gin

  ```go
  1
  redirectUri := "https://your-app.com/auth/callback"
  2
  options := scalekitClient.AuthorizationUrlOptions{Scopes: []string{"openid","profile","email","offline_access"}, Prompt: "select_account"}
  3
  url, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options)
  4
  c.Redirect(http.StatusFound, url.String())
  ```

* Java

  Spring

  ```java
  1
  String redirectUri = "https://your-app.com/auth/callback";
  2
  AuthorizationUrlOptions options = new AuthorizationUrlOptions();
  3
  options.setScopes(Arrays.asList("openid","profile","email","offline_access"));
  4
  options.setPrompt("select_account");
  5
  return new RedirectView(scalekitClient.authentication().getAuthorizationUrl(redirectUri, options).toString());
  ```

How do I send users directly to signup?

To send users directly to the signup form instead of the login page, use `prompt: 'create'`.

* Node.js

  Express.js

  ```javascript
  1
  const redirectUri = 'https://your-app.com/auth/callback'
  2
  const options = {
  3
      scopes: ['openid', 'profile', 'email', 'offline_access'],
  4
      prompt: 'create'
  5
  }
  6
  return res.redirect(scalekit.getAuthorizationUrl(redirectUri, options))
  ```

* Python

  Flask

  ```python
  1
  redirect_uri = 'https://your-app.com/auth/callback'
  2
  options = AuthorizationUrlOptions()
  3
  options.scopes = ['openid', 'profile', 'email', 'offline_access']
  4
  options.prompt = 'create'
  5
  return redirect(scalekit_client.get_authorization_url(redirect_uri, options))
  ```

* Go

  Gin

  ```go
  1
  redirectUri := "https://your-app.com/auth/callback"
  2
  options := scalekitClient.AuthorizationUrlOptions{Scopes: []string{"openid","profile","email","offline_access"}, Prompt: "create"}
  3
  url, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options)
  4
  c.Redirect(http.StatusFound, url.String())
  ```

* Java

  Spring

  ```java
  1
  String redirectUri = "https://your-app.com/auth/callback";
  2
  AuthorizationUrlOptions options = new AuthorizationUrlOptions();
  3
  options.setScopes(Arrays.asList("openid","profile","email","offline_access"));
  4
  options.setPrompt("create");
  5
  return new RedirectView(scalekitClient.authentication().getAuthorizationUrl(redirectUri, options).toString());
  ```

How do I redirect users back to the page they requested after authentication?

When users bookmark specific pages or their session expires, redirect them to their original destination after authentication. Store the intended path in a secure cookie before redirecting to Scalekit, then read it after the callback.

**Step 1: Capture the intended destination**

Before redirecting to Scalekit, store the user’s requested path in a secure cookie:

* Node.js

  Express.js

  ```javascript
  1
  app.get('/login', (req, res) => {
  2
    const nextPath = typeof req.query.next === 'string' ? req.query.next : '/'
  3
    // Only allow internal paths to prevent open redirects
  4
    const safe = nextPath.startsWith('/') && !nextPath.startsWith('//') ? nextPath : '/'
  5
    res.cookie('sk_return_to', safe, { httpOnly: true, secure: true, sameSite: 'lax', path: '/' })
  6
    // Build authorization URL and redirect to Scalekit
  7
  })
  ```

* Python

  Flask

  ```python
  1
  @app.route('/login')
  2
  def login():
  3
      next_path = request.args.get('next', '/')
  4
      safe = next_path if next_path.startswith('/') and not next_path.startswith('//') else '/'
  5
      resp = make_response()
  6
      resp.set_cookie('sk_return_to', safe, httponly=True, secure=True, samesite='Lax', path='/')
  7
      return resp
  ```

* Go

  Gin

  ```go
  1
  func login(c *gin.Context) {
  2
    nextPath := c.Query("next")
  3
    if nextPath == "" || !strings.HasPrefix(nextPath, "/") || strings.HasPrefix(nextPath, "//") {
  4
      nextPath = "/"
  5
    }
  6
    cookie := &http.Cookie{Name: "sk_return_to", Value: nextPath, HttpOnly: true, Secure: true, Path: "/"}
  7
    http.SetCookie(c.Writer, cookie)
  8
  }
  ```

* Java

  Spring

  ```java
  1
  @GetMapping("/login")
  2
  public void login(HttpServletRequest request, HttpServletResponse response) {
  3
    String nextPath = Optional.ofNullable(request.getParameter("next")).orElse("/");
  4
    boolean safe = nextPath.startsWith("/") && !nextPath.startsWith("//");
  5
    Cookie cookie = new Cookie("sk_return_to", safe ? nextPath : "/");
  6
    cookie.setHttpOnly(true); cookie.setSecure(true); cookie.setPath("/");
  7
    response.addCookie(cookie);
  8
  }
  ```

**Step 2: Redirect after callback**

After exchanging the authorization code, read the cookie and redirect to the stored path:

* Node.js

  Express.js

  ```javascript
  1
  app.get('/auth/callback', async (req, res) => {
  2
    // ... exchange code ...
  3
    const raw = req.cookies.sk_return_to || '/'
  4
    const safe = raw.startsWith('/') && !raw.startsWith('//') ? raw : '/'
  5
    res.clearCookie('sk_return_to', { path: '/' })
  6
    res.redirect(safe || '/dashboard')
  7
  })
  ```

* Python

  Flask

  ```python
  1
  def callback():
  2
      # ... exchange code ...
  3
      raw = request.cookies.get('sk_return_to', '/')
  4
      safe = raw if raw.startswith('/') and not raw.startswith('//') else '/'
  5
      resp = redirect(safe or '/dashboard')
  6
      resp.delete_cookie('sk_return_to', path='/')
  7
      return resp
  ```

* Go

  Gin

  ```go
  1
  func callback(c *gin.Context) {
  2
    // ... exchange code ...
  3
    raw, _ := c.Cookie("sk_return_to")
  4
    if raw == "" || !strings.HasPrefix(raw, "/") || strings.HasPrefix(raw, "//") {
  5
      raw = "/"
  6
    }
  7
    http.SetCookie(c.Writer, &http.Cookie{Name: "sk_return_to", Value: "", MaxAge: -1, Path: "/"})
  8
    c.Redirect(http.StatusFound, raw)
  9
  }
  ```

* Java

  Spring

  ```java
  1
  public RedirectView callback(HttpServletRequest request, HttpServletResponse response) {
  2
    // ... exchange code ...
  3
    String raw = getCookie(request, "sk_return_to").orElse("/");
  4
    boolean ok = raw.startsWith("/") && !raw.startsWith("//");
  5
    Cookie clear = new Cookie("sk_return_to", ""); clear.setPath("/"); clear.setMaxAge(0);
  6
    response.addCookie(clear);
  7
    return new RedirectView(ok ? raw : "/dashboard");
  8
  }
  ```

Never redirect to external origins

Allow only same-origin paths (e.g., `/billing`). Do not accept absolute URLs or protocol-relative URLs. This blocks open redirect attacks.

How do I configure access token lifetime?

Access tokens have a default expiration time, but you can adjust this based on your security requirements. Shorter lifetimes provide better security by limiting the window of exposure if a token is compromised, while longer lifetimes reduce the frequency of token refresh operations.

To configure the access token lifetime:

1. Navigate to the **Scalekit Dashboard**
2. Go to **Authentication** > **Session Policy**
3. Adjust the **Access Token Lifetime** setting to your preferred duration

The `expiresIn` value in the authentication response reflects this configured lifetime in seconds. When the access token expires, use the refresh token to obtain a new access token without requiring the user to re-authenticate.

What is the routing precedence for login?

Scalekit applies connection selection in this order: `connectionId` (or `connection_id`) → `organizationId` → `loginHint` (domain extraction). Prefer the highest confidence signal you have.

Why should I always send a state parameter?

Include a cryptographically strong `state` parameter and validate it on callback to prevent CSRF and session fixation attacks. See [our CSRF protection guide](/guides/security/authentication-best-practices/) for details.

---
# DOCUMENT BOUNDARY
---

# Initiate user signup or login

> Create authorization URLs and redirect users to Scalekit's hosted login page

Login initiation begins your authentication flow. You redirect users to Scalekit’s hosted login page by creating an authorization URL with appropriate parameters.When users visit this URL, Scalekit’s authorization server validates the request, displays the login interface, and handles authentication through your configured connection methods (SSO, social providers, Magic Link or Email OTP

Authorization URL format

```sh
/oauth/authorize?
  response_type=code& # always `code` for authorization code flow
  client_id=& # Dashboard > Developers > Settings > API Credentials
  redirect_uri=& # Dashboard > Authentication > Redirect URLs > Allowed Callback URLs
  scope=openid+profile+email+offline_access& # Permissions requested. Include `offline_access` for refresh tokens
  state= # prevent CSRF attacks
```

The authorization request includes several parameters that control authentication behavior:

* **Required parameters** ensure Scalekit can identify your application and return the user securely
* **Optional parameters** enable organization routing and pre-populate fields
* **Security parameters** prevent unauthorized access attempts

Understand each parameter and how it controls the authorization flow:

| Query parameter   | Description                                                                                                                                                                                                                                                                                   |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `response_type`   | Set to `code` for authorization code flow Required Indicates the expected response type                                                                                                                                                                                                       |
| `client_id`       | Your application’s public identifier from the dashboard Required Scalekit uses this to identify and validate your application                                                                                                                                                                 |
| `redirect_uri`    | Your application’s callback URL where Scalekit returns the authorization code Required Must be registered in your dashboard settings                                                                                                                                                          |
| `scope`           | Space-separated list of permissions Required Always include `openid profile email`. Add `offline_access` to request refresh tokens for extended sessions                                                                                                                                      |
| `state`           | Random string generated by your application Recommended Scalekit returns this unchanged. Use it to prevent CSRF attacks and maintain request state                                                                                                                                            |
| `prompt`          | Value to control the authentication flow Recommended Use `login` to force re-authentication Use `create` to trigger sign up page Use `select_account` to select an account if they have multiple accounts                                                                                     |
| `organization_id` | Skip routing the user to the hosted login page and route them to the social connection configured for the organization Optional                                                                                                                                                               |
| `connection_id`   | Skip routing the user to the hosted login page and route them to a specific social connection Optional                                                                                                                                                                                        |
| `login_hint`      | Used for [Home Realm Discovery](/authenticate/auth-methods/enterprise-sso/#identify-and-enforce-sso-for-organization-users). Scalekit extracts the email domain from `login_hint` and routes the user to the matching organization’s SSO connection based on configured domain rules Optional |
| `provider`        | Skip routing user to hosted login page and direct user to a specific social connection. Supported values: `google`, `microsoft`, `github`, `gitlab`, `linkedin`, and `salesforce` Optional                                                                                                    |

## Set up login flow

[Section titled “Set up login flow”](#set-up-login-flow)

1. #### Add `state` parameter recommended

   [Section titled “Add state parameter ”](#add-state-parameter-)

   Always generate a cryptographically secure random string for the `state` parameter and store it temporarily (session, local storage, cache, etc).

   This can be used to validate that the state value returned in the callback matches the original value you sent. This prevents **CSRF (Cross-Site Request Forgery)** attacks where an attacker tricks users into approving unauthorized authentication requests.

   * Node.js

     Generate and store state

     ```javascript
     1
     // Generate secure random state
     2
     const state = require('crypto').randomBytes(32).toString('hex');
     3
     // Store it temporarily (session, local storage, cache, etc)
     4
     sessionStorage.oauthState = state;
     ```

   * Python

     Generate and store state

     ```python
     1
     import os
     2
     import secrets
     3


     4
     # Generate secure random state
     5
     state = secrets.token_hex(32)
     6
     # Store it temporarily (session, local storage, cache, etc)
     7
     session['oauth_state'] = state
     ```

   * Go

     Generate and store state

     ```go
     1
     import (
     2
         "crypto/rand"
     3
         "encoding/hex"
     4
     )
     5


     6
     // Generate secure random state
     7
     b := make([]byte, 32)
     8
     rand.Read(b)
     9
     state := hex.EncodeToString(b)
     10
     // Store it temporarily (session, local storage, cache, etc)
     11
     // Example for Go: use a storage library
     12
     // session.Set("oauth_state", state)
     ```

   * Java

     Generate and store state

     ```java
     1
     import java.security.SecureRandom;
     2
     import java.util.Base64;
     3


     4
     // Generate secure random state
     5
     SecureRandom sr = new SecureRandom();
     6
     byte[] randomBytes = new byte[32];
     7
     sr.nextBytes(randomBytes);
     8
     String state = Base64.getUrlEncoder().withoutPadding().encodeToString(randomBytes);
     9
     // Store it temporarily (session, local storage, cache, etc)
     10
     // Example for Java: use any storage library
     11
     // session.setAttribute("oauth_state", state);
     ```

2. #### Redirect to the authorization URL

   [Section titled “Redirect to the authorization URL”](#redirect-to-the-authorization-url)

   Use the Scalekit SDK to generate the authorization URL. This method constructs the URL locally without making network requests. Redirect users to this URL to start authentication.

   * Node.js

     Express.js

     ```diff
     4 collapsed lines
     1
     import { Scalekit } from '@scalekit-sdk/node';
     2


     3
     const scalekit = new Scalekit(/* your credentials */);
     4


     5
     // Basic authorization URL for general login
     6
     const redirectUri = 'https://yourapp.com/auth/callback';
     7
     const options = {
     8
       scopes: ['openid', 'profile', 'email', 'offline_access'],
     9
       state: sessionStorage.oauthState,
     10
     };
     11


     12
     const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options);
     13


     14
     // Redirect user to Scalekit's hosted login page
     15
     res.redirect(authorizationUrl);
     ```

   * Python

     Flask

     ```python
     3 collapsed lines
     1
     from scalekit import ScalekitClient, AuthorizationUrlOptions
     2


     3
     scalekit = ScalekitClient(/* your credentials */)
     4


     5
     # Basic authorization URL for general login
     6
     redirect_uri = 'https://yourapp.com/auth/callback'
     7
     options = AuthorizationUrlOptions()
     8
     options.scopes = ['openid', 'profile', 'email', 'offline_access']
     9
     options.state = session['oauth_state']
     10


     11
     authorization_url = scalekit.get_authorization_url(redirect_uri, options)
     12


     13
     # Redirect user to Scalekit's hosted login page
     14
     return redirect(authorization_url)
     ```

   * Go

     Gin

     ```go
     4 collapsed lines
     1
     import "github.com/scalekit-inc/scalekit-sdk-go"
     2


     3
     scalekit := scalekit.NewScalekitClient(/* your credentials */)
     4


     5
     // Basic authorization URL for general login
     6
     redirectUri := "https://yourapp.com/auth/callback"
     7
     options := scalekit.AuthorizationUrlOptions{
     8
         Scopes: []string{"openid", "profile", "email", "offline_access"},
     9
         State: "your_generated_state", // Add this line
     10
     }
     11


     12
     authorizationUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options)
     13


     14
     // Redirect user to Scalekit's hosted login page
     15
     c.Redirect(http.StatusFound, authorizationUrl.String())
     ```

   * Java

     Spring

     ```java
     4 collapsed lines
     1
     import com.scalekit.ScalekitClient;
     2
     import com.scalekit.internal.http.AuthorizationUrlOptions;
     3


     4
     ScalekitClient scalekit = new ScalekitClient(/* your credentials */);
     5


     6
     // Basic authorization URL for general login
     7
     String redirectUri = "https://yourapp.com/auth/callback";
     8
     AuthorizationUrlOptions options = new AuthorizationUrlOptions();
     9
     options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access"));
     10
     options.setState("your_generated_state"); // Add this line
     11


     12
     URL authorizationUrl = scalekit.authentication().getAuthorizationUrl(redirectUri, options);
     13


     14
     // Redirect user to Scalekit's hosted login page
     15
     return new RedirectView(authorizationUrl.toString());
     ```

   Scalekit will try to verify the user’s identity and redirect them to your application’s callback URL. If the user is a new user, Scalekit will automatically create a new user account.

## Dedicated sign up flow

[Section titled “Dedicated sign up flow”](#dedicated-sign-up-flow)

Cases where your app wants to keep the sign up flow seperate and dedicated to creating the user account, you can use the `prompt: 'create'` parameter to redirect the user to the sign up page.

* Node.js

  Express.js

  ```diff
  1
  const redirectUri = 'http://localhost:3000/api/callback';
  2
  const options = {
  3
    scopes: ['openid', 'profile', 'email', 'offline_access'],
  4
    prompt: 'create', // explicitly takes you to sign up flow
  5
  };
  4 collapsed lines
  6


  7
  const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options);
  8


  9
  res.redirect(authorizationUrl);
  ```

* Python

  Flask

  ```diff
  1
  from scalekit import AuthorizationUrlOptions
  2


  3
  redirect_uri = 'http://localhost:3000/api/callback'
  4
  options = AuthorizationUrlOptions()
  5
  options.scopes=['openid', 'profile', 'email', 'offline_access']
  6
  options.prompt='create'  # optional: explicitly takes you to sign up flow
  7


  4 collapsed lines
  8
  authorization_url = scalekit.get_authorization_url(redirect_uri, options)
  9


  10
  # For web frameworks like Flask/Django:
  11
  # return redirect(authorization_url)
  ```

* Go

  Gin

  ```diff
  1
  redirectUri := "http://localhost:3000/api/callback"
  2
  options := scalekit.AuthorizationUrlOptions{
  3
      Scopes: []string{"openid", "profile", "email", "offline_access"},
  4
      +Prompt: "create", // explicitly takes you to sign up flow
  5
  }
  6


  8 collapsed lines
  7
  authorizationUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options)
  8
  if err != nil {
  9
      // handle error appropriately
  10
      panic(err)
  11
  }
  12


  13
  // For web frameworks like Gin:
  14
  // c.Redirect(http.StatusFound, authorizationUrl.String())
  ```

* Java

  Spring

  ```diff
  4 collapsed lines
  1
  import com.scalekit.internal.http.AuthorizationUrlOptions;
  2
  import java.net.URL;
  3
  import java.util.Arrays;
  4


  5
  String redirectUri = "http://localhost:3000/api/callback";
  6
  AuthorizationUrlOptions options = new AuthorizationUrlOptions();
  7
  options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access"));
  8
  +options.setPrompt("create");
  9


  10
  URL authorizationUrl = scalekit.authentication().getAuthorizationUrl(redirectUri, options);
  ```

After the user authenticates either in signup or login flows:

1. Scalekit generates an authorization code
2. Makes a callback to your registered allowed callback URL
3. Your backend exchanges the code for tokens by making a server-to-server request

This approach keeps sensitive operations server-side and protects your application’s credentials.

Let’s take a look at how to complete the login in the next step.

---
# DOCUMENT BOUNDARY
---

# Production readiness checklist

> A focused checklist for delivering a production-ready authentication system that's secure, reliable, and compliant

Before launching your authentication system to production, you need to ensure that every aspect of your implementation is secure, tested, and ready for real users. This checklist is organized in the order teams typically implement features when going live, starting with defining your requirements and moving through core flows to advanced features.

Use this checklist systematically to verify that your authentication implementation meets production standards. Each section addresses critical aspects of a production-ready authentication system, from security hardening to user experience testing.

## Define your auth surface

[Section titled “Define your auth surface”](#define-your-auth-surface)

Determine which authentication methods and features you need at launch. This prevents enabling features you don’t need and helps focus your testing efforts.

* \[ ] Decide which login methods to enable (email/password, magic links, social logins, passkeys)
* \[ ] Test all enabled authentication methods from initiation to completion
* \[ ] Verify social login integrations with your configured providers (Google, Microsoft, GitHub, etc.)
* \[ ] Test passkey authentication flows (if enabled)
* \[ ] Verify auth method selection UI works correctly
* \[ ] Test fallback scenarios when auth methods fail
* \[ ] Determine if you’re supporting enterprise customers at launch (SSO, SCIM, admin portal)
* \[ ] Configure proper CORS settings (restrict allowed origins to your domains)

## Core authentication flows

[Section titled “Core authentication flows”](#core-authentication-flows)

Verify that your core authentication flows work correctly and handle errors gracefully. These are the essential flows every application needs.

* \[ ] Verify production environment configuration (environment URL, client ID, and client secret match your production environment, not dev or staging)
* \[ ] Enable HTTPS for all authentication endpoints (prevents token interception)
* \[ ] Test login initiation with authorization URL
* \[ ] Validate redirect URLs match your dashboard configuration exactly
* \[ ] Test authentication completion and code exchange
* \[ ] Validate `state` parameter in callbacks to prevent CSRF attacks
* \[ ] Verify session token storage with `httpOnly`, `secure`, and `sameSite` flags as required
* \[ ] Configure token lifetimes appropriate for your security requirements
* \[ ] Test session timeout and automatic token refresh
* \[ ] Verify logout functionality clears sessions completely
* \[ ] Test error handling for expired tokens, invalid codes, and network failures
* \[ ] Test the complete flow end-to-end in a staging environment

## Network and firewall configuration

[Section titled “Network and firewall configuration”](#network-and-firewall-configuration)

If you’re enabling enterprise SSO or SCIM provisioning for your customers, verify network access early to avoid deployment blockers.

* \[ ] Verify customer firewalls allow Scalekit domains
* \[ ] Test authentication from customer’s network environment
* \[ ] Confirm no proxy servers block Scalekit endpoints

**Domains to whitelist for customer VPNs and firewalls**

If your customers deploy Scalekit behind a corporate firewall or VPN, they need to whitelist these Scalekit domains:

| Domain                            | Purpose                                                                                                                 |
| --------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| `.scalekit.com` | Your Scalekit environment URL (admin portal and authentication; replace this with your actual Scalekit environment URL) |
| `cdn.scalekit.com`                | Content delivery network for static assets                                                                              |
| `docs.scalekit.com`               | Documentation portal                                                                                                    |
| `fonts.googleapis.com`            | Font resources                                                                                                          |

Replace `.scalekit.com` with your actual Scalekit environment URL from the Scalekit dashboard.

## Enterprise auth

[Section titled “Enterprise auth”](#enterprise-auth)

If you’re supporting enterprise customers, configure SSO, SCIM provisioning, and the admin portal.

### SSO flows

[Section titled “SSO flows”](#sso-flows)

* \[ ] Test SSO integrations with your target identity providers (Okta, Azure AD, Google Workspace)
* \[ ] Configure SSO user attribute mapping (email, name, groups)
* \[ ] Set up admin portal for enterprise customers to configure their SSO
* \[ ] Test both SP-initiated and IdP-initiated SSO flows
* \[ ] Verify SSO error handling for misconfigured connections
* \[ ] Test SSO with different user scenarios (new users, existing users, deactivated users)
* \[ ] Register all organization domains for [JIT provisioning](/authenticate/manage-users-orgs/jit-provisioning/) (enables automatic user creation)
* \[ ] Configure consistent user identifiers across all SSO connections (email, userPrincipalName, etc.)
* \[ ] Set appropriate default roles for JIT-provisioned users based on your security requirements
* \[ ] Enable “Sync user attributes during login” to keep user profiles updated from the identity provider
* \[ ] Monitor JIT activity and regularly review automatically provisioned users for security
* \[ ] Plan for manual invitations for contractors and external users with non-matching domains

### SCIM provisioning

[Section titled “SCIM provisioning”](#scim-provisioning)

* \[ ] Configure webhook endpoints to receive SCIM events
* \[ ] Verify webhook security with signature validation
* \[ ] Test user provisioning flow (create users automatically)
* \[ ] Test user deprovisioning flow (deactivate/delete users automatically)
* \[ ] Test user updates (profile changes, role updates)
* \[ ] Set up group-based role assignment and synchronization
* \[ ] Test error scenarios (duplicate users, invalid data)

### Admin portal

[Section titled “Admin portal”](#admin-portal)

* \[ ] Configure admin portal access for enterprise customers
* \[ ] Test admin portal SSO configuration flows
* \[ ] Verify admin portal user management features

## Customization

[Section titled “Customization”](#customization)

Ensure your authentication experience matches your brand identity and custom requirements.

* \[ ] Brand your login page with your logo, colors, and styling
* \[ ] Customize email templates for sign-up, password reset, and invitations
* \[ ] Configure custom domain for authentication pages (if applicable)
* \[ ] Set up your preferred email provider in **Dashboard > Customization > Emails**
* \[ ] Test email deliverability and check spam folders
* \[ ] Configure custom user attributes (if needed)
* \[ ] Set up auth flow interceptors (if using)
* \[ ] Configure webhooks for auth events (if using)
* \[ ] Verify webhook security with signature validation
* \[ ] Review and rotate API credentials (store in environment variables, never commit to code)

## User and organization management

[Section titled “User and organization management”](#user-and-organization-management)

Configure how users and organizations are managed in your application.

* \[ ] Configure user profile fields you need to collect during sign-up
* \[ ] Set up organization management (workspaces, teams, tenants)
* \[ ] Test organization creation flow
* \[ ] Test adding users to organizations
* \[ ] Test removing users from organizations
* \[ ] Test user invitation flow and email templates
* \[ ] Set allowed email domains for organization sign-ups (if applicable)
* \[ ] Verify organization switching works for users in multiple organizations
* \[ ] Test user and organization deletion flows
* \[ ] Review [user management settings](/authenticate/fsa/user-management-settings) in your dashboard

If you’re implementing role-based access control (RBAC), verify these authorization items:

* \[ ] Define and create roles and permissions
* \[ ] Configure default roles for new users
* \[ ] Test role assignment to users
* \[ ] Test role assignment to organization members
* \[ ] Verify permission checks in application code
* \[ ] Test access control for different role levels
* \[ ] Validate permission enforcement at API endpoints

## MCP authentication

[Section titled “MCP authentication”](#mcp-authentication)

If you’re implementing MCP authentication for AI agents, verify these items.

* \[ ] Test MCP server authentication flow
* \[ ] Verify OAuth consent screen for MCP clients
* \[ ] Test token exchange for MCP connections
* \[ ] Verify custom auth handlers (if using)
* \[ ] Test MCP session management
* \[ ] Review [MCP troubleshooting](/authenticate/mcp/troubleshooting/) documentation

## Monitoring, logs, and incident readiness

[Section titled “Monitoring, logs, and incident readiness”](#monitoring-logs-and-incident-readiness)

Set up monitoring to track authentication activity and troubleshoot issues quickly.

* \[ ] Set up authentication logs monitoring in **Dashboard > Auth Logs**
* \[ ] Configure alerts for suspicious activity (multiple failed login attempts, unusual locations)
* \[ ] Set up webhook event monitoring and logging
* \[ ] Create dashboards for key metrics (sign-ups, logins, failures, session durations)
* \[ ] Set up error tracking for authentication failures
* \[ ] Configure log retention policies
* \[ ] Test webhook delivery and retry mechanisms
* \[ ] Review [auth logs](/guides/dashboard/auth-logs) documentation
* \[ ] Configure [webhook best practices](/guides/webhooks-best-practices) for reliable event handling

---
# DOCUMENT BOUNDARY
---

# 404

> Wrong endpoint, right universe. Let's get you back on track.

Something broken on our end? Check the [Status page](https://scalekit.statuspage.io/).

---
# DOCUMENT BOUNDARY
---

# Bring your own credentials

> Configure your own OAuth app credentials so users see your brand on consent screens, not Scalekit's.

By default, Scalekit uses its own OAuth app credentials when your users go through the OAuth consent flow. This works for development and testing, but in production your users will see Scalekit’s name and branding on the consent screen, not yours.

**Bring your own credentials** lets you replace Scalekit’s shared OAuth credentials with your own. Once configured, users see your app name, logo, and terms on every OAuth consent screen.

## What changes when you use your own credentials

[Section titled “What changes when you use your own credentials”](#what-changes-when-you-use-your-own-credentials)

* **Consent screens** display your application’s name and branding
* **Rate limits and quotas** are tied to your OAuth app, not Scalekit’s shared pool
* **Provider relationship** is direct, and your OAuth app appears in provider dashboards and audit logs
* **Compliance**: useful if your organization requires a direct relationship with each OAuth provider

Nothing changes in your code or the Scalekit SDK. The switch is purely a dashboard configuration on the connection.

## Configure your credentials

[Section titled “Configure your credentials”](#configure-your-credentials)

1. ### Copy the redirect URI from Scalekit

   [Section titled “Copy the redirect URI from Scalekit”](#copy-the-redirect-uri-from-scalekit)

   Go to **AgentKit** > **Connections** and click **Edit** on the connection you want to update. Select **Use your own credentials**. The form expands and displays a **Redirect URI**. Copy it.

2. ### Register your OAuth app with the provider

   [Section titled “Register your OAuth app with the provider”](#register-your-oauth-app-with-the-provider)

   In the provider’s developer console, create a new OAuth app (or use an existing one). Add the Redirect URI you copied in the previous step to the list of authorized redirect URIs.

   Redirect URI must match exactly

   The URI must match character-for-character. A mismatch will cause OAuth flows to fail with a redirect\_uri\_mismatch error.

   The provider gives you a **Client ID** and **Client Secret** after registration.

3. ### Enter your credentials and save

   [Section titled “Enter your credentials and save”](#enter-your-credentials-and-save)

   Back in Scalekit Dashboard, enter the **Client ID** and **Client Secret** from your OAuth app and click **Save**.

   All new OAuth flows for this connection will now use your credentials.

## Existing connected accounts

[Section titled “Existing connected accounts”](#existing-connected-accounts)

Existing connected accounts are not affected immediately

Switching credentials does not re-authorize users who are already active. They continue using the previous credentials until they re-authorize. If you need all users to see your branding immediately, generate new authorization links and prompt them to re-authorize.

---
# DOCUMENT BOUNDARY
---

# Set up a custom domain

> Replace the default Scalekit endpoint with your own branded domain using CNAME configuration.

Custom domains enable you to offer a fully branded experience. By default, Scalekit assigns a unique endpoint URL, but you can replace it via CNAME configuration. The custom domain also applies to the authorization server URL shown on the OAuth consent screen during MCP authentication; users will see your branded domain instead of the auto-generated `yourapp-xxxx.scalekit.com`.

| Before                         | After                      |
| ------------------------------ | -------------------------- |
| `https://yourapp.scalekit.com` | `https://auth.yourapp.com` |

* **Environment:** CNAME configuration is available only for production environments
* **SSL:** After successful CNAME configuration, an SSL certificate for your custom domain is automatically provisioned

## Set up your custom domain

[Section titled “Set up your custom domain”](#set-up-your-custom-domain)

![](/.netlify/images?url=_astro%2F1.BktW9U-H.png\&w=2786\&h=1746\&dpl=6a3b904fcb23b100084833a2)

To set up your custom domain:

1. Go to your domain’s DNS registrar
2. Add a new record to your DNS settings and select **CNAME** as the record type
3. Switch to production environment in the Scalekit dashboard
4. Copy the **Name** (your desired subdomain) from the Scalekit dashboard > Settings > Custom domains and paste it into the **Name/Label/Host** field in your DNS registrar
5. Copy the **Value** from the Scalekit dashboard > Settings > Custom domains and paste it into the **Destination/Target/Value** field in your DNS registrar
6. Save the record in your DNS registrar
7. In the Scalekit dashboard, click **Verify**

CNAME record changes can take up to 72 hours to propagate, although they typically happen much sooner.

## Troubleshoot CNAME verification

[Section titled “Troubleshoot CNAME verification”](#troubleshoot-cname-verification)

If there are any issues during the CNAME verification step:

* Double-check your DNS configuration to ensure all values are correctly entered
* Once the CNAME changes take effect, Scalekit will automatically provision an SSL certificate for your custom domain. This process can take up to 24 hours

You can click on the **Check** button in the Scalekit dashboard to verify SSL certification status. If SSL provisioning takes longer than 24 hours, please contact us at [](mailto:support@scalekit.com)

## DNS registrar guides

[Section titled “DNS registrar guides”](#dns-registrar-guides)

For detailed instructions on adding a CNAME record in specific registrars:

* [GoDaddy: Add a CNAME record](https://www.godaddy.com/en-in/help/add-a-cname-record-19236)
* [Namecheap: How to create a CNAME record](https://www.namecheap.com/support/knowledgebase/article.aspx/9646/2237/how-to-create-a-cname-record-for-your-domain)

---
# DOCUMENT BOUNDARY
---

# AgentKit launch checklist

> Verify your AgentKit integration is production-ready before going live.

Use this checklist before moving your AgentKit integration to production.

## Environment and credentials

[Section titled “Environment and credentials”](#environment-and-credentials)

* \[ ] Switch to the production environment in the Scalekit dashboard
* \[ ] Set `SCALEKIT_ENV_URL`, `SCALEKIT_CLIENT_ID`, and `SCALEKIT_CLIENT_SECRET` to production values, not dev or staging

## Connections

[Section titled “Connections”](#connections)

* \[ ] All connectors your agent uses are configured in the production environment
* \[ ] Each connection shows as active in the dashboard
* \[ ] Connection names used in code match the names in the dashboard exactly

## Authorization and connected accounts

[Section titled “Authorization and connected accounts”](#authorization-and-connected-accounts)

* \[ ] End-to-end authorization flow tested with a real user account in production
* \[ ] Connected accounts created and verified for at least one test user
* \[ ] Magic link generation and redirect tested (OAuth connectors)
* \[ ] Re-authorization flow tested: verify behavior when a token expires or is revoked

## Security

[Section titled “Security”](#security)

* \[ ] MCP URLs are generated and consumed server-side only; never passed to or generated in client-side code
* \[ ] `identifier` values passed to Tool Proxy are tied to authenticated users, not shared, static, or guessable
* \[ ] Session tokens are minted fresh before each agent run and not reused across sessions

## Custom connector (if applicable)

[Section titled “Custom connector (if applicable)”](#custom-connector-if-applicable)

* \[ ] Connector definition promoted from Dev to Production (see [Create your own connector](/agentkit/bring-your-own-connector/create-connector))
* \[ ] Auth pattern validated with a real connected account in production
* \[ ] Tool Proxy calls return expected responses against the production upstream API

## Go live

[Section titled “Go live”](#go-live)

* \[ ] Custom domain configured and SSL verified (see [Custom domain](/agentkit/advanced/custom-domain))

---
# DOCUMENT BOUNDARY
---

# Migrate from Composio to Scalekit

> Map Composio concepts to Scalekit AgentKit equivalents and update your agent code step by step.

This guide maps Composio concepts to their Scalekit AgentKit equivalents and walks through each migration step: SDK setup, authentication, tool execution, and MCP. Use it as a reference while porting your agent code.

Users must re-authorize

OAuth refresh tokens are bound to the OAuth client that issued them. After migration, each user must complete the OAuth consent flow once through Scalekit to create a new connected account. Existing Composio tokens cannot be transferred.

## Concept mapping

[Section titled “Concept mapping”](#concept-mapping)

| Composio                             | Scalekit                                   | Notes                                                           |
| ------------------------------------ | ------------------------------------------ | --------------------------------------------------------------- |
| Toolkit (e.g. `GITHUB`)              | **Connector** (e.g. `github`)              | Scalekit uses lowercase slugs                                   |
| Tool (e.g. `GITHUB_CREATE_ISSUE`)    | **Tool** (e.g. `github_create_issue`)      | Same concept, lowercase naming                                  |
| Auth config                          | **Connection**                             | OAuth app credentials, scopes, redirect URIs                    |
| Connected account                    | **Connected account**                      | Per-user credential record                                      |
| `user_id` / entity ID                | **`identifier`**                           | Your app’s unique user ID, passed per API call                  |
| Connect Link                         | **Authorization link**                     | OAuth redirect URL for user consent                             |
| Session (`composio.create()`)        | No equivalent                              | Scalekit is stateless — pass `identifier` per call              |
| Provider package (`composio_openai`) | No equivalent                              | Scalekit uses a single SDK for all frameworks                   |
| `session.tools()`                    | `listScopedTools()`                        | Get tools a user is authorized to call                          |
| `session.tools.execute()`            | `executeTool()`                            | Execute a tool on behalf of a user                              |
| `session.mcp.url`                    | **Virtual MCP Server URL + session token** | Static server URL with a short-lived bearer token per agent run |
| Custom tool (in-memory)              | **Custom tool** (API Proxy)                | Defined in your app code using `actions.request()`              |
| `executeToolRequest` (proxy)         | `actions.request()`                        | Proxied REST API call                                           |
| Trigger                              | No equivalent                              | Scalekit does not support event-driven triggers                 |
| `COMPOSIO_SEARCH_TOOLS`              | No equivalent                              | Use `listScopedTools` with connection name filters              |
| `COMPOSIO_REMOTE_WORKBENCH`          | No equivalent                              | No remote sandbox execution                                     |

## 1. Set up Scalekit

[Section titled “1. Set up Scalekit”](#1-set-up-scalekit)

1. **Create a Scalekit account**

   Sign up at [app.scalekit.com](https://app.scalekit.com) and copy your API credentials from **Dashboard > Developers > Settings > API Credentials**.

2. **Set environment variables**

   ```bash
   1
   SCALEKIT_CLIENT_ID=your_client_id
   2
   SCALEKIT_CLIENT_SECRET=your_client_secret
   3
   SCALEKIT_ENV_URL=https://your-env.scalekit.com
   ```

3. **Install the SDK**

   * Python

     ```bash
     1
     pip install scalekit-sdk-python
     ```

   * Node.js

     ```bash
     1
     npm install @scalekit-sdk/node
     ```

4. **Initialize the client**

   Scalekit uses a single client instance. There is no session object — you pass `identifier` on each API call.

   * Python

     ```python
     1
     import os
     2
     import scalekit.client
     3


     4
     scalekit_client = scalekit.client.ScalekitClient(
     5
         client_id=os.getenv("SCALEKIT_CLIENT_ID"),
     6
         client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
     7
         env_url=os.getenv("SCALEKIT_ENV_URL"),
     8
     )
     9
     actions = scalekit_client.actions
     ```

   * Node.js

     ```typescript
     1
     import { ScalekitClient } from '@scalekit-sdk/node';
     2


     3
     const scalekit = new ScalekitClient({
     4
       clientId: process.env.SCALEKIT_CLIENT_ID!,
     5
       clientSecret: process.env.SCALEKIT_CLIENT_SECRET!,
     6
       envUrl: process.env.SCALEKIT_ENV_URL!,
     7
     });
     ```

## 2. Configure connections

[Section titled “2. Configure connections”](#2-configure-connections)

In Composio, auth configs are created programmatically or via the dashboard. In Scalekit, you configure **connections** in the dashboard.

For each Composio toolkit your agent uses (Gmail, Slack, GitHub, etc.), create a corresponding connection in **Dashboard > AgentKit > Connections > Add connection**. See [Configure a connection](/agentkit/connections/) for the full walkthrough.

| Composio auth type           | Scalekit equivalent                                                |
| ---------------------------- | ------------------------------------------------------------------ |
| OAuth 2.0 (Composio managed) | OAuth 2.0 (use Scalekit credentials to start, then bring your own) |
| OAuth 2.0 (custom)           | OAuth 2.0 (bring your own credentials)                             |
| API key                      | API key (user provides during connected account creation)          |
| Bearer token                 | Bearer token                                                       |
| Basic auth                   | Basic auth                                                         |

Scalekit credentials for quick testing

Some connectors offer a **Use Scalekit credentials** option that lets you skip OAuth app registration during development. Switch to your own credentials before production. See [Bring your own OAuth](/agentkit/advanced/bring-your-own-oauth/).

## 3. Migrate authentication

[Section titled “3. Migrate authentication”](#3-migrate-authentication)

Both platforms create per-user records (connected accounts) and generate OAuth links. The SDK methods differ.

#### Create a connected account and authorize

[Section titled “Create a connected account and authorize”](#create-a-connected-account-and-authorize)

* Python

  **Before (Composio):**

  ```python
  1
  # Composio handles auth in-chat or via connect link
  2
  session = composio.create(user_id="user_123")
  3
  # Auth is triggered automatically when a tool requires it
  ```

  **After (Scalekit):**

  ```python
  1
  # Create or retrieve the connected account
  2
  response = actions.get_or_create_connected_account(
  3
      connection_name="gmail",
  4
      identifier="user_123",
  5
  )
  6
  connected_account = response.connected_account
  7


  8
  # Generate an authorization link if the account is not yet active
  9
  if connected_account.status != "ACTIVE":
  10
      link_response = actions.get_authorization_link(
  11
          connection_name="gmail",
  12
          identifier="user_123",
  13
      )
  14
      auth_url = link_response.link
  15
      # Redirect or send auth_url to the user
  ```

* Node.js

  **Before (Composio):**

  ```typescript
  1
  // Composio handles auth in-chat or via connect link
  2
  const session = await composio.create("user_123");
  3
  // Auth is triggered automatically when a tool requires it
  ```

  **After (Scalekit):**

  ```typescript
  1
  // Create or retrieve the connected account
  2
  const response = await scalekit.actions.getOrCreateConnectedAccount({
  3
    connectionName: 'gmail',
  4
    identifier: 'user_123',
  5
  });
  6


  7
  const connectedAccount = response.connectedAccount;
  8


  9
  // Generate an authorization link if the account is not yet active
  10
  if (connectedAccount?.status !== 'ACTIVE') {
  11
    const linkResponse = await scalekit.actions.getAuthorizationLink({
  12
      connectionName: 'gmail',
  13
      identifier: 'user_123',
  14
    });
  15
    const authUrl = linkResponse.link;
  16
    // Redirect or send authUrl to the user
  17
  }
  ```

**Key difference:** Composio can trigger auth in-chat automatically. With Scalekit, your app explicitly creates the connected account and sends the authorization link to the user. Once the user completes the OAuth flow, the connected account becomes `ACTIVE` and your agent can execute tools.

#### Check connected account status

[Section titled “Check connected account status”](#check-connected-account-status)

Composio tracks two statuses (`ACTIVE` and `INACTIVE`). Scalekit uses more granular states:

| Scalekit status | Meaning                                                        |
| --------------- | -------------------------------------------------------------- |
| `PENDING`       | User hasn’t completed authentication                           |
| `ACTIVE`        | Credentials valid, ready for tool calls                        |
| `EXPIRED`       | Credentials expired or invalidated, re-authentication required |
| `REVOKED`       | User revoked access or credentials were invalidated            |
| `ERROR`         | Authentication or configuration error                          |

Check status before executing tools. If the account is not `ACTIVE`, generate a new authorization link.

## 4. Migrate tool calls

[Section titled “4. Migrate tool calls”](#4-migrate-tool-calls)

#### List available tools

[Section titled “List available tools”](#list-available-tools)

* Python

  **Before (Composio):**

  ```python
  1
  session = composio.create(user_id="user_123")
  2
  tools = session.tools()  # all tools the user is authorized for
  ```

  **After (Scalekit):**

  ```python
  1
  tools_response = scalekit_client.actions.tools.list_scoped_tools(
  2
      identifier="user_123",
  3
      filter={"connection_names": ["gmail"]},  # optional; omit for all connectors
  4
      page_size=100,
  5
  )
  ```

* Node.js

  **Before (Composio):**

  ```typescript
  1
  const session = await composio.create("user_123");
  2
  const tools = await session.tools();  // all tools the user is authorized for
  ```

  **After (Scalekit):**

  ```typescript
  1
  const { tools } = await scalekit.tools.listScopedTools('user_123', {
  2
    filter: { connectionNames: ['gmail'] },  // optional; omit for all connectors
  3
    pageSize: 100,
  4
  });
  ```

#### Execute a tool

[Section titled “Execute a tool”](#execute-a-tool)

* Python

  **Before (Composio):**

  ```python
  1
  session = composio.create(user_id="user_123")
  2
  tools = session.tools()
  3
  # Framework handles execution via the agent loop, or:
  4
  # composio.tools.execute(tool_name="GMAIL_FETCH_MAILS", params={...})
  ```

  **After (Scalekit):**

  ```python
  1
  result = actions.execute_tool(
  2
      tool_name="gmail_fetch_mails",
  3
      identifier="user_123",
  4
      connection_name="gmail",
  5
      tool_input={"query": "is:unread", "max_results": 5},
  6
  )
  7
  print(result.data)
  ```

* Node.js

  **Before (Composio):**

  ```typescript
  1
  const session = await composio.create("user_123");
  2
  const tools = await session.tools();
  3
  // Framework handles execution via the agent loop
  ```

  **After (Scalekit):**

  ```typescript
  1
  const result = await scalekit.actions.executeTool({
  2
    toolName: 'gmail_fetch_mails',
  3
    identifier: 'user_123',
  4
    connectionName: 'gmail',
  5
    toolInput: { query: 'is:unread', max_results: 5 },
  6
  });
  7
  console.log(result.data);
  ```

**Key differences:**

* Composio tool names are uppercase (`GMAIL_FETCH_MAILS`); Scalekit uses lowercase (`gmail_fetch_mails`)
* Composio’s session model means you don’t pass `user_id` on each call. With Scalekit, pass `identifier` and `connection_name` on every `executeTool` call
* Both return structured, LLM-ready output

### Map tool names

[Section titled “Map tool names”](#map-tool-names)

Composio and Scalekit may name tools differently for the same connector. Browse the connector’s tool list in the [Scalekit connector catalog](/agentkit/connectors/) to find the exact tool names. Common patterns:

| Composio tool name    | Scalekit tool name    |
| --------------------- | --------------------- |
| `GMAIL_FETCH_MAILS`   | `gmail_fetch_mails`   |
| `SLACK_SEND_MESSAGE`  | `slack_send_message`  |
| `GITHUB_CREATE_ISSUE` | `github_create_issue` |
| `NOTION_CREATE_PAGE`  | `notion_create_page`  |

Tool input schemas may also differ. Check each tool’s parameters in the connector catalog and update your agent’s tool input accordingly.

## 5. Migrate MCP

[Section titled “5. Migrate MCP”](#5-migrate-mcp)

Both platforms support MCP (Model Context Protocol) for framework-agnostic tool discovery and execution.

**Before (Composio):**

```json
1
{
2
  "mcpServers": {
3
    "composio": {
4
      "url": "https://backend.composio.dev/v3/mcp/{SERVER_ID}?user_id={USER_ID}",
5
      "headers": {
6
        "x-api-key": ""
7
      }
8
    }
9
  }
10
}
```

**After (Scalekit):**

Scalekit MCP uses Virtual MCP Servers:

1. **Create an MCP config** — define which connections and tools the server exposes (one-time). This gives you a static `mcp_server_url`.
2. **Mint a session token** — before each agent run, call `create_session_token` for the user. Pass it as a bearer auth header.

See [Virtual MCP Servers](/agentkit/mcp/overview/) for the full setup.

```json
1
{
2
  "mcpServers": {
3
    "scalekit": {
4
      "url": "",
5
      "headers": {
6
        "Authorization": "Bearer "
7
      }
8
    }
9
  }
10
}
```

**Key difference:** Composio embeds the user ID in the URL. Scalekit uses a static server URL shared across all users, with a short-lived session token per agent run for authentication.

## 6. Migrate custom tools

[Section titled “6. Migrate custom tools”](#6-migrate-custom-tools)

In Composio, custom tools are defined in code with decorators and stored in memory — they’re lost on restart. In Scalekit, custom tools use **API Proxy mode** (`actions.request`). The proxy is available out of the box for every connector with no extra configuration. You define the tool contract in your application code and call the provider’s REST endpoint through Scalekit, which injects the user’s credentials automatically.

| Composio approach                                | Scalekit approach                                              |
| ------------------------------------------------ | -------------------------------------------------------------- |
| `@composio.tools.custom_tool` decorator          | Define the tool in your app code                               |
| In-memory, lost on restart                       | Lives in your codebase                                         |
| `executeToolRequest` for authenticated API calls | `actions.request()` — works out of the box for every connector |

* Python

  ```python
  1
  response = actions.request(
  2
      connection_name="gmail",
  3
      identifier="user_123",
  4
      method="GET",
  5
      path="/gmail/v1/users/me/messages",
  6
  )
  ```

* Node.js

  ```typescript
  1
  const response = await scalekit.actions.request({
  2
    connectionName: 'gmail',
  3
    identifier: 'user_123',
  4
    method: 'GET',
  5
    path: '/gmail/v1/users/me/messages',
  6
  });
  ```

## 7. Add custom connectors

[Section titled “7. Add custom connectors”](#7-add-custom-connectors)

If your agent connects to an API or MCP server that isn’t in Scalekit’s built-in catalog, you can add your own connector. Custom connectors support OAuth 2.0, API keys, bearer tokens, and other auth types. Once created, they work exactly like built-in connectors — same connected account flow, same `actions.request()` proxy, same MCP tool calling.

This goes beyond what Composio offers with in-memory custom tools: Scalekit custom connectors are persistent, support any SaaS API, partner system, or internal service, and keep all credential handling centralized.

See [Add your own connector](/agentkit/bring-your-own-connector/overview/) for the full walkthrough.

## Checklist

[Section titled “Checklist”](#checklist)

* \[ ] Scalekit account created, API credentials saved as environment variables
* \[ ] Scalekit SDK installed
* \[ ] Connections created in the Scalekit Dashboard for each connector
* \[ ] Connected account creation and authorization link flow ported
* \[ ] Tool names updated from uppercase to lowercase
* \[ ] `executeTool` calls updated with `identifier` and `connection_name`
* \[ ] Tool input schemas verified against the Scalekit connector catalog
* \[ ] MCP config created and session token flow implemented (if using MCP)
* \[ ] Custom tools ported to `actions.request()` (if applicable)
* \[ ] Agent tested end-to-end with a test user
* \[ ] Users re-authorized through Scalekit’s OAuth flow

---
# DOCUMENT BOUNDARY
---

# Proxy API Calls

> Use Scalekit managed authentication and make direct HTTP calls to third party applications

Even though Scalekit Agent Auth offers pre-built connector tools out of the box for the supported applications, if you would like to make direct API calls to the third party applications for any custom behaviour, you can leverage proxy\_api tool to directly invoke the third party application.

Based on the connected account or user identifier details, Scalekit will automatically inject the user authorization tokens so that API calls to the third application will be successful.

Proxy must be enabled per environment

Proxy access for built-in providers (Gmail, Notion, Slack, and others) is **not enabled by default** on new environments. If you receive the error `proxy not enabled for provider`, contact  to enable the proxy for your environment.

```python
1
# Fetch recent emails
2
emails = actions.tools.execute(
3
    connected_account_id=connected_account.id,
4
    tool='gmail_proxy_api',
5
    parameters={
6
        'path': '/gmail/v1/users/me/messages',
7
        'method': 'GET',
8
        'headers': [{'Content-Type': 'application/json'}],
9
        'params': [{'max_results': '5'}],
10
        'body': '' #actual JSON payload
11
    }
12
)
13


14
print(f'Recent emails: {emails.result}')
```

As part of the above execution, Scalekit will automatically inject Bearer token in the request header before making the API call to GMAIL.

---
# DOCUMENT BOUNDARY
---

# Authentication Methods Comparison

> Compare different authentication methods supported by AgentKit including OAuth 2.0, API Keys, Bearer Tokens, and Custom JWT to choose the right approach.

AgentKit supports multiple authentication methods to connect with third-party providers. This guide helps you understand the differences and choose the right authentication method for your use case.

## Authentication methods overview

[Section titled “Authentication methods overview”](#authentication-methods-overview)

OAuth 2.0

**Most secure and widely supported**

User-delegated authentication with automatic token refresh and granular permissions.

**Best for:** Google, Microsoft, Slack, GitHub

API Keys

**Simple static credentials**

Provider-issued keys for straightforward server-to-server authentication.

**Best for:** Jira, Asana, Linear, Airtable

Bearer Tokens

**User-generated tokens**

Personal access tokens with scoped permissions for individual use.

**Best for:** GitHub PATs, GitLab tokens

Custom JWT

**Advanced signed tokens**

Cryptographically signed tokens for service accounts and custom protocols.

**Best for:** Custom integrations, service accounts

## Comparison matrix

[Section titled “Comparison matrix”](#comparison-matrix)

| Feature                  | OAuth 2.0  | API Keys | Bearer Tokens | Custom JWT   |
| ------------------------ | ---------- | -------- | ------------- | ------------ |
| **Security Level**       | High       | Medium   | Medium        | High         |
| **User Interaction**     | Required   | Optional | Required      | Not required |
| **Token Refresh**        | Automatic  | N/A      | Manual        | Varies       |
| **Setup Complexity**     | Moderate   | Easy     | Easy          | Complex      |
| **Granular Permissions** | Yes        | Limited  | Yes           | Limited      |
| **Provider Support**     | Widespread | Common   | Common        | Limited      |

## When to use each method

[Section titled “When to use each method”](#when-to-use-each-method)

### OAuth 2.0

[Section titled “OAuth 2.0”](#oauth-20)

**Use when:**

* Provider supports OAuth
* Acting on behalf of users
* Need automatic token refresh
* Require granular permissions
* Building user-facing applications

**Example:** User connects Gmail to send emails through your app

### API Keys

[Section titled “API Keys”](#api-keys)

**Use when:**

* Provider only supports API keys
* Building internal tools
* Server-to-server communication
* Simplicity is priority

**Example:** Automated Jira ticket creation for support system

### Bearer Tokens

[Section titled “Bearer Tokens”](#bearer-tokens)

**Use when:**

* Personal access is sufficient
* Building developer tools
* OAuth unavailable
* User prefers manual control

**Example:** Personal GitHub repository automation

### Custom JWT

[Section titled “Custom JWT”](#custom-jwt)

**Use when:**

* Provider requires JWT
* Service account access needed
* Custom authentication protocol
* Advanced security requirements

**Example:** Enterprise service account integrations

## Next steps

[Section titled “Next steps”](#next-steps)

* [Connectors](/agentkit/connectors) - Available third-party providers
* [Connections](/agentkit/connections) - Configure provider connections
* [Authorization Methods](/agentkit/tools/authorize) - Detailed authentication implementation

---
# DOCUMENT BOUNDARY
---

# Testing Authentication Flows

> Learn how to test AgentKit authentication flows in development, staging, and production environments with comprehensive testing strategies.

Thorough testing of authentication flows ensures your AgentKit integration works reliably before production deployment. This guide covers testing strategies, tools, and best practices.

## Testing environments

[Section titled “Testing environments”](#testing-environments)

### Development environment

[Section titled “Development environment”](#development-environment)

**Purpose:** Rapid iteration and debugging

**Characteristics:**

* Local development server
* Test accounts and credentials
* Verbose logging enabled
* Quick feedback loops

**Setup:**

development.env

```python
1
SCALEKIT_ENV_URL=https://your-env.scalekit.dev
2
SCALEKIT_CLIENT_ID=dev_client_id
3
SCALEKIT_CLIENT_SECRET=dev_client_secret
4
DEBUG=true
5
LOG_LEVEL=debug
```

### Staging environment

[Section titled “Staging environment”](#staging-environment)

**Purpose:** Pre-production validation

**Characteristics:**

* Production-like configuration
* Realistic data volumes
* Integration with staging third-party accounts
* Performance testing

**Setup:**

staging.env

```python
1
SCALEKIT_ENV_URL=https://your-env.scalekit.cloud
2
SCALEKIT_CLIENT_ID=staging_client_id
3
SCALEKIT_CLIENT_SECRET=staging_client_secret
4
DEBUG=false
5
LOG_LEVEL=info
```

### Production environment

[Section titled “Production environment”](#production-environment)

**Purpose:** Live user traffic

**Characteristics:**

* Real user data
* Verified OAuth applications
* Monitoring and alerts
* Minimal logging

**Setup:**

production.env

```python
1
SCALEKIT_ENV_URL=https://your-env.scalekit.cloud
2
SCALEKIT_CLIENT_ID=prod_client_id
3
SCALEKIT_CLIENT_SECRET=prod_client_secret
4
DEBUG=false
5
LOG_LEVEL=warn
```

## Test account setup

[Section titled “Test account setup”](#test-account-setup)

### Creating test providers

[Section titled “Creating test providers”](#creating-test-providers)

Set up test accounts for each provider:

**Google Workspace:**

1. Create test Google account
2. Enable 2FA if testing MFA scenarios
3. Use for Gmail, Calendar, Drive testing

**Slack:**

1. Create free Slack workspace
2. Install your Slack app
3. Use for messaging and notification testing

**Microsoft 365:**

1. Get Microsoft 365 developer account (free)
2. Create test users
3. Use for Outlook, Teams, OneDrive testing

**Jira/Atlassian:**

1. Create free Atlassian Cloud account
2. Set up test projects
3. Generate API tokens for testing

### Test user patterns

[Section titled “Test user patterns”](#test-user-patterns)

Create different test users for scenarios:

```python
1
# Test user configurations
2
TEST_USERS = {
3
    "basic_user": {
4
        "identifier": "test_user_001",
5
        "providers": ["gmail"],
6
        "scenario": "Single provider, basic authentication"
7
    },
8
    "power_user": {
9
        "identifier": "test_user_002",
10
        "providers": ["gmail", "slack", "jira", "calendar"],
11
        "scenario": "Multiple providers, full feature access"
12
    },
13
    "expired_user": {
14
        "identifier": "test_user_003",
15
        "providers": ["gmail"],
16
        "scenario": "Expired tokens, test refresh logic",
17
        "setup": "Manually expire tokens"
18
    },
19
    "revoked_user": {
20
        "identifier": "test_user_004",
21
        "providers": ["slack"],
22
        "scenario": "User revoked access, test re-auth flow"
23
    }
24
}
```

## Unit testing authentication

[Section titled “Unit testing authentication”](#unit-testing-authentication)

### Test connected account creation

[Section titled “Test connected account creation”](#test-connected-account-creation)

* Python

  ```python
  1
  import unittest
  2
  from unittest.mock import Mock, patch
  3


  4
  class TestConnectedAccountCreation(unittest.TestCase):
  5
      def setUp(self):
  6
          self.actions = Mock()
  7
          self.user_id = "test_user_123"
  8
          self.provider = "gmail"
  9


  10
      def test_create_connected_account_success(self):
  11
          """Test successful connected account creation"""
  12
          # Mock response
  13
          mock_response = Mock()
  14
          mock_response.connected_account = Mock(
  15
              id="account_123",
  16
              status="PENDING",
  17
              connection_name="gmail"
  18
          )
  19
          self.actions.get_or_create_connected_account.return_value = mock_response
  20


  21
          # Execute
  22
          response = self.actions.get_or_create_connected_account(
  23
              connection_name=self.provider,
  24
              identifier=self.user_id
  25
          )
  26


  27
          # Assert
  28
          self.assertEqual(response.connected_account.status, "PENDING")
  29
          self.assertEqual(response.connected_account.connection_name, "gmail")
  30


  31
      def test_generate_authorization_link(self):
  32
          """Test authorization link generation"""
  33
          mock_response = Mock()
  34
          mock_response.link = "https://accounts.google.com/oauth/authorize?..."
  35


  36
          self.actions.get_authorization_link.return_value = mock_response
  37


  38
          response = self.actions.get_authorization_link(
  39
              connection_name=self.provider,
  40
              identifier=self.user_id
  41
          )
  42


  43
          self.assertIn("https://", response.link)
  44
          self.actions.get_authorization_link.assert_called_once()
  45


  46
  if __name__ == '__main__':
  47
      unittest.main()
  ```

* Node.js

  ```javascript
  1
  const { describe, it, expect, jest, beforeEach } = require('@jest/globals');
  2


  3
  describe('Connected Account Creation', () => {
  4
    let mockActions;
  5
    const userId = 'test_user_123';
  6
    const provider = 'gmail';
  7


  8
    beforeEach(() => {
  9
      mockActions = {
  10
        getOrCreateConnectedAccount: jest.fn(),
  11
        getAuthorizationLink: jest.fn()
  12
      };
  13
    });
  14


  15
    it('should create connected account successfully', async () => {
  16
      // Mock response
  17
      const mockResponse = {
  18
        connectedAccount: {
  19
          id: 'account_123',
  20
          status: 'PENDING',
  21
          connectionName: 'gmail'
  22
        }
  23
      };
  24


  25
      mockActions.getOrCreateConnectedAccount.mockResolvedValue(mockResponse);
  26


  27
      // Execute
  28
      const response = await mockActions.getOrCreateConnectedAccount({
  29
        connectionName: provider,
  30
        identifier: userId
  31
      });
  32


  33
      // Assert
  34
      expect(response.connectedAccount.status).toBe('PENDING');
  35
      expect(response.connectedAccount.connectionName).toBe('gmail');
  36
    });
  37


  38
    it('should generate authorization link', async () => {
  39
      const mockResponse = {
  40
        link: 'https://accounts.google.com/oauth/authorize?...'
  41
      };
  42


  43
      mockActions.getAuthorizationLink.mockResolvedValue(mockResponse);
  44


  45
      const response = await mockActions.getAuthorizationLink({
  46
        connectionName: provider,
  47
        identifier: userId
  48
      });
  49


  50
      expect(response.link).toContain('https://');
  51
      expect(mockActions.getAuthorizationLink).toHaveBeenCalledTimes(1);
  52
    });
  53
  });
  ```

* Go

  ```go
  1
  package auth_test
  2


  3
  import (
  4
      "testing"
  5
      "github.com/stretchr/testify/assert"
  6
      "github.com/stretchr/testify/mock"
  7
  )
  8


  9
  type MockActions struct {
  10
      mock.Mock
  11
  }
  12


  13
  func (m *MockActions) GetOrCreateConnectedAccount(connectionName, identifier string) (*ConnectedAccountResponse, error) {
  14
      args := m.Called(connectionName, identifier)
  15
      return args.Get(0).(*ConnectedAccountResponse), args.Error(1)
  16
  }
  17


  18
  func TestCreateConnectedAccount(t *testing.T) {
  19
      // Arrange
  20
      mockActions := new(MockActions)
  21
      userId := "test_user_123"
  22
      provider := "gmail"
  23


  24
      expectedResponse := &ConnectedAccountResponse{
  25
          ConnectedAccount: ConnectedAccount{
  26
              ID:             "account_123",
  27
              Status:         "PENDING",
  28
              ConnectionName: "gmail",
  29
          },
  30
      }
  31


  32
      mockActions.On("GetOrCreateConnectedAccount", provider, userId).
  33
          Return(expectedResponse, nil)
  34


  35
      // Act
  36
      response, err := mockActions.GetOrCreateConnectedAccount(provider, userId)
  37


  38
      // Assert
  39
      assert.NoError(t, err)
  40
      assert.Equal(t, "PENDING", response.ConnectedAccount.Status)
  41
      assert.Equal(t, "gmail", response.ConnectedAccount.ConnectionName)
  42
      mockActions.AssertExpectations(t)
  43
  }
  ```

* Java

  ```java
  1
  import org.junit.jupiter.api.BeforeEach;
  2
  import org.junit.jupiter.api.Test;
  3
  import org.mockito.Mock;
  4
  import org.mockito.MockitoAnnotations;
  5
  import static org.junit.jupiter.api.Assertions.*;
  6
  import static org.mockito.Mockito.*;
  7


  8
  class ConnectedAccountCreationTest {
  9
      @Mock
  10
      private Actions mockActions;
  11


  12
      private String userId;
  13
      private String provider;
  14


  15
      @BeforeEach
  16
      void setUp() {
  17
          MockitoAnnotations.openMocks(this);
  18
          userId = "test_user_123";
  19
          provider = "gmail";
  20
      }
  21


  22
      @Test
  23
      void testCreateConnectedAccountSuccess() {
  24
          // Arrange
  25
          ConnectedAccount account = new ConnectedAccount();
  26
          account.setId("account_123");
  27
          account.setStatus("PENDING");
  28
          account.setConnectionName("gmail");
  29


  30
          ConnectedAccountResponse mockResponse = new ConnectedAccountResponse();
  31
          mockResponse.setConnectedAccount(account);
  32


  33
          when(mockActions.getOrCreateConnectedAccount(provider, userId))
  34
              .thenReturn(mockResponse);
  35


  36
          // Act
  37
          ConnectedAccountResponse response = mockActions
  38
              .getOrCreateConnectedAccount(provider, userId);
  39


  40
          // Assert
  41
          assertEquals("PENDING", response.getConnectedAccount().getStatus());
  42
          assertEquals("gmail", response.getConnectedAccount().getConnectionName());
  43
          verify(mockActions, times(1)).getOrCreateConnectedAccount(provider, userId);
  44
      }
  45
  }
  ```

### Test token refresh logic

[Section titled “Test token refresh logic”](#test-token-refresh-logic)

```python
1
def test_token_refresh_scenarios(self):
2
    """Test various token refresh scenarios"""
3
    test_cases = [
4
        {
5
            "name": "successful_refresh",
6
            "initial_status": "EXPIRED",
7
            "expected_status": "ACTIVE",
8
            "should_succeed": True
9
        },
10
        {
11
            "name": "refresh_token_invalid",
12
            "initial_status": "EXPIRED",
13
            "expected_status": "EXPIRED",
14
            "should_succeed": False
15
        },
16
        {
17
            "name": "already_active",
18
            "initial_status": "ACTIVE",
19
            "expected_status": "ACTIVE",
20
            "should_succeed": True
21
        }
22
    ]
23


24
    for case in test_cases:
25
        with self.subTest(case=case["name"]):
26
            # Setup mock
27
            mock_account = Mock()
28
            mock_account.status = case["expected_status"]
29


30
            if case["should_succeed"]:
31
                self.actions.refresh_connected_account.return_value = mock_account
32
            else:
33
                self.actions.refresh_connected_account.side_effect = Exception("Refresh failed")
34


35
            # Execute
36
            try:
37
                result = self.actions.refresh_connected_account(
38
                    identifier="test_user",
39
                    connection_name="gmail"
40
                )
41
                success = True
42
            except Exception:
43
                success = False
44


45
            # Assert
46
            self.assertEqual(success, case["should_succeed"])
```

## Integration testing

[Section titled “Integration testing”](#integration-testing)

### Test complete authentication flow

[Section titled “Test complete authentication flow”](#test-complete-authentication-flow)

```python
1
import time
2


3
def test_complete_oauth_flow_integration():
4
    """
5
    Integration test for complete OAuth authentication flow.
6
    Requires manual intervention for OAuth consent.
7
    """
8
    user_id = "integration_test_user"
9
    provider = "gmail"
10


11
    # Step 1: Create connected account
12
    print("Step 1: Creating connected account...")
13
    response = actions.get_or_create_connected_account(
14
        connection_name=provider,
15
        identifier=user_id
16
    )
17


18
    account = response.connected_account
19
    assert account.status == "PENDING", f"Expected PENDING, got {account.status}"
20
    print(f"✓ Connected account created: {account.id}")
21


22
    # Step 2: Generate authorization link
23
    print("\nStep 2: Generating authorization link...")
24
    link_response = actions.get_authorization_link(
25
        connection_name=provider,
26
        identifier=user_id
27
    )
28


29
    print(f"✓ Authorization link: {link_response.link}")
30
    print("\n⚠ MANUAL STEP: Open this link in a browser and complete OAuth")
31
    print("   Press Enter after completing OAuth flow...")
32
    input()
33


34
    # Step 3: Verify account is now active
35
    print("\nStep 3: Verifying account status...")
36
    time.sleep(2)  # Brief delay for processing
37


38
    account = actions.get_connected_account(
39
        identifier=user_id,
40
        connection_name=provider
41
    )
42


43
    assert account.status == "ACTIVE", f"Expected ACTIVE, got {account.status}"
44
    print(f"✓ Account is ACTIVE")
45
    print(f"  Granted scopes: {account.scopes}")
46


47
    # Step 4: Test tool execution
48
    print("\nStep 4: Testing tool execution...")
49
    result = actions.execute_tool(
50
        identifier=user_id,
51
        tool_name="gmail_get_profile",
52
        tool_input={}
53
    )
54


55
    assert result is not None, "Tool execution failed"
56
    print(f"✓ Tool executed successfully")
57


58
    print("\n✓✓✓ Integration test completed successfully")
59


60
# Run with: pytest test_auth_integration.py -s (to see output)
```

### Test error scenarios

[Section titled “Test error scenarios”](#test-error-scenarios)

```python
1
def test_error_scenarios():
2
    """Test various error scenarios"""
3
    user_id = "error_test_user"
4


5
    # Test 1: Invalid provider
6
    print("Test 1: Invalid provider...")
7
    try:
8
        actions.get_or_create_connected_account(
9
            connection_name="invalid_provider",
10
            identifier=user_id
11
        )
12
        assert False, "Should have raised error"
13
    except Exception as e:
14
        print(f"✓ Caught expected error: {type(e).__name__}")
15


16
    # Test 2: Execute tool without authentication
17
    print("\nTest 2: Tool execution without auth...")
18
    try:
19
        actions.execute_tool(
20
            identifier="nonexistent_user",
21
            tool_name="gmail_send_email",
22
            tool_input={"to": "test@example.com"}
23
        )
24
        assert False, "Should have raised error"
25
    except Exception as e:
26
        print(f"✓ Caught expected error: {type(e).__name__}")
27


28
    # Test 3: Missing required scopes
29
    print("\nTest 3: Missing required scopes...")
30
    # This test requires setup with insufficient scopes
31
    print("⚠ Skipped: Requires special setup")
32


33
    print("\n✓✓✓ Error scenario tests completed")
```

## Automated testing

[Section titled “Automated testing”](#automated-testing)

### Test authentication in CI/CD

[Section titled “Test authentication in CI/CD”](#test-authentication-in-cicd)

.github/workflows/test-auth.yml

```yaml
1
name: Test Authentication Flows
2


3
on: [push, pull_request]
4


5
jobs:
6
  test:
7
    runs-on: ubuntu-latest
8


9
    steps:
10
      - uses: actions/checkout@v2
11


12
      - name: Set up Python
13
        uses: actions/setup-python@v2
14
        with:
15
          python-version: '3.9'
16


17
      - name: Install dependencies
18
        run: |
19
          pip install -r requirements.txt
20
          pip install pytest pytest-cov
21


22
      - name: Run unit tests
23
        env:
24
          SCALEKIT_CLIENT_ID: ${{ secrets.TEST_CLIENT_ID }}
25
          SCALEKIT_CLIENT_SECRET: ${{ secrets.TEST_CLIENT_SECRET }}
26
          SCALEKIT_ENV_URL: ${{ secrets.TEST_ENV_URL }}
27
        run: |
28
          pytest tests/test_auth.py -v --cov=src/auth
29


30
      - name: Run integration tests (non-OAuth)
31
        env:
32
          SCALEKIT_CLIENT_ID: ${{ secrets.TEST_CLIENT_ID }}
33
          SCALEKIT_CLIENT_SECRET: ${{ secrets.TEST_CLIENT_SECRET }}
34
          SCALEKIT_ENV_URL: ${{ secrets.TEST_ENV_URL }}
35
        run: |
36
          pytest tests/test_auth_integration.py -v -k "not oauth"
```

### Mock OAuth flows

[Section titled “Mock OAuth flows”](#mock-oauth-flows)

```python
1
from unittest.mock import patch, Mock
2


3
def test_oauth_flow_with_mocks():
4
    """Test OAuth flow with mocked responses (no actual OAuth)"""
5


6
    with patch('scalekit.actions.get_or_create_connected_account') as mock_create, \
7
         patch('scalekit.actions.get_authorization_link') as mock_link, \
8
         patch('scalekit.actions.get_connected_account') as mock_get:
9


10
        # Mock connected account creation
11
        mock_account = Mock()
12
        mock_account.id = "account_123"
13
        mock_account.status = "PENDING"
14


15
        mock_response = Mock()
16
        mock_response.connected_account = mock_account
17
        mock_create.return_value = mock_response
18


19
        # Mock authorization link
20
        mock_link_response = Mock()
21
        mock_link_response.link = "https://mock-oauth-url.com"
22
        mock_link.return_value = mock_link_response
23


24
        # Mock successful authentication (simulate user completing OAuth)
25
        mock_account.status = "ACTIVE"
26
        mock_account.scopes = ["gmail.readonly", "gmail.send"]
27
        mock_get.return_value = mock_account
28


29
        # Test the flow
30
        # 1. Create account
31
        response = mock_create(connection_name="gmail", identifier="user_123")
32
        assert response.connected_account.status == "PENDING"
33


34
        # 2. Get auth link
35
        link = mock_link(connection_name="gmail", identifier="user_123")
36
        assert "https://" in link.link
37


38
        # 3. Simulate user completing OAuth (status changes to ACTIVE)
39
        account = mock_get(identifier="user_123", connection_name="gmail")
40
        assert account.status == "ACTIVE"
41
        assert len(account.scopes) > 0
42


43
        print("✓ OAuth flow test with mocks completed")
```

## Performance testing

[Section titled “Performance testing”](#performance-testing)

### Test token refresh performance

[Section titled “Test token refresh performance”](#test-token-refresh-performance)

```python
1
import time
2


3
def test_token_refresh_performance():
4
    """Measure token refresh latency"""
5
    user_id = "perf_test_user"
6
    provider = "gmail"
7


8
    # Setup: Create account with expired token
9
    # (This requires manually setting up an expired account)
10


11
    iterations = 10
12
    refresh_times = []
13


14
    for i in range(iterations):
15
        start_time = time.time()
16


17
        try:
18
            actions.refresh_connected_account(
19
                identifier=user_id,
20
                connection_name=provider
21
            )
22
            elapsed = time.time() - start_time
23
            refresh_times.append(elapsed)
24
            print(f"Iteration {i+1}: {elapsed:.3f}s")
25
        except Exception as e:
26
            print(f"Iteration {i+1} failed: {e}")
27


28
    if refresh_times:
29
        avg_time = sum(refresh_times) / len(refresh_times)
30
        min_time = min(refresh_times)
31
        max_time = max(refresh_times)
32


33
        print(f"\nToken Refresh Performance:")
34
        print(f"  Average: {avg_time:.3f}s")
35
        print(f"  Min: {min_time:.3f}s")
36
        print(f"  Max: {max_time:.3f}s")
37


38
        # Assert reasonable performance (adjust threshold as needed)
39
        assert avg_time < 2.0, f"Average refresh time too slow: {avg_time:.3f}s"
```

## Best practices

[Section titled “Best practices”](#best-practices)

### Test checklist

[Section titled “Test checklist”](#test-checklist)

1. **Unit tests** - Test individual authentication functions
2. **Integration tests** - Test complete OAuth flows
3. **Error handling** - Test all error scenarios
4. **Token refresh** - Test automatic and manual refresh
5. **Multi-provider** - Test multiple simultaneous connections
6. **Performance** - Measure and optimize latency
7. **Security** - Verify token encryption and secure storage

### Testing dos and don’ts

[Section titled “Testing dos and don’ts”](#testing-dos-and-donts)

✅ **Do:**

* Use separate test accounts for each provider
* Test both success and failure scenarios
* Mock external OAuth calls in unit tests
* Test token refresh before expiration
* Verify error messages are helpful
* Test with realistic data volumes

❌ **Don’t:**

* Use production accounts for testing
* Hardcode test credentials in source code
* Skip error scenario testing
* Assume OAuth always succeeds
* Neglect performance testing
* Test only happy path scenarios

### Security testing

[Section titled “Security testing”](#security-testing)

```python
1
def test_security_scenarios():
2
    """Test security-related authentication scenarios"""
3


4
    # Test 1: Verify tokens are not exposed in logs
5
    print("Test 1: Token exposure check...")
6
    with patch('logging.Logger.debug') as mock_log:
7
        account = actions.get_connected_account(
8
            identifier="test_user",
9
            connection_name="gmail"
10
        )
11


12
        # Verify no access tokens in log calls
13
        for call in mock_log.call_args_list:
14
            log_message = str(call)
15
            assert "access_token" not in log_message.lower()
16
            assert "refresh_token" not in log_message.lower()
17


18
    print("✓ No tokens in logs")
19


20
    # Test 2: Verify HTTPS for OAuth redirects
21
    print("\nTest 2: HTTPS verification...")
22
    link_response = actions.get_authorization_link(
23
        connection_name="gmail",
24
        identifier="test_user"
25
    )
26


27
    assert link_response.link.startswith("https://")
28
    print("✓ OAuth uses HTTPS")
29


30
    # Test 3: State parameter validation
31
    print("\nTest 3: State parameter present...")
32
    assert "state=" in link_response.link
33
    print("✓ State parameter included")
34


35
    print("\n✓✓✓ Security tests completed")
```

## Next steps

[Section titled “Next steps”](#next-steps)

* [Troubleshoot connection errors](/agentkit/authentication/troubleshooting) — Debug connection and tool call issues
* [Manage connected accounts](/agentkit/connected-accounts/) — Test multiple connections per user

---
# DOCUMENT BOUNDARY
---

# Troubleshoot connection errors

> Diagnose connection failures, connected account issues, and tool execution errors in AgentKit.

Use this guide when a connection fails during OAuth, a connected account shows an unexpected status, or a tool call fails. Start with the diagnostics below, then open the matching scenario.

For connection setup errors (redirect URI mismatch, session expiry, token exchange failures), also see [Common scenarios on Configure connections](/agentkit/connections/#common-scenarios).

## Start with diagnostics

[Section titled “Start with diagnostics”](#start-with-diagnostics)

Check the connected account status first. That tells you whether the user never finished OAuth, still needs identity verification, tokens expired, or the account is disconnected.

* Python

  ```python
  1
  account = scalekit_client.actions.get_connected_account(
  2
      identifier="user_123",
  3
      connection_name="gmail",
  4
  )
  5


  6
  print(account.status)  # ACTIVE, EXPIRED, PENDING_AUTH, PENDING_VERIFICATION, or DISCONNECTED
  7
  print(account.scopes)
  ```

* Node.js

  ```typescript
  1
  const account = await scalekit.actions.getConnectedAccount({
  2
    identifier: 'user_123',
  3
    connectionName: 'gmail',
  4
  });
  5


  6
  console.log(account.status); // ACTIVE, EXPIRED, PENDING_AUTH, PENDING_VERIFICATION, or DISCONNECTED
  7
  console.log(account.scopes);
  ```

| Status                 | Meaning                                                          |
| ---------------------- | ---------------------------------------------------------------- |
| `ACTIVE`               | Credentials are valid; tool calls should work                    |
| `EXPIRED`              | Access token expired and needs refresh or re-authentication      |
| `PENDING_AUTH`         | User has not finished OAuth, or re-authentication is in progress |
| `PENDING_VERIFICATION` | OAuth succeeded; user identity verification is still required    |
| `DISCONNECTED`         | Account was manually disconnected                                |

If status is `ACTIVE` but a tool still fails, run a read-only tool (for example `gmail_get_profile`) to confirm the connection end to end. The error message usually points to scopes, credentials, or provider rate limits.

## Connected account status

[Section titled “Connected account status”](#connected-account-status)

Status is `PENDING_AUTH`

The user has not finished OAuth, or you initiated re-authentication and the user has not completed it yet. Generate an authorization link and send it through your app (email, in-app prompt, or settings page).

* Python

  ```python
  1
  if account.status == "PENDING_AUTH":
  2
      link = scalekit_client.actions.get_authorization_link(
  3
          connection_name="gmail",
  4
          identifier="user_123",
  5
      )
  6
      print(link.link)
  ```

* Node.js

  ```typescript
  1
  if (account.status === 'PENDING_AUTH') {
  2
    const link = await scalekit.actions.getAuthorizationLink({
  3
      connectionName: 'gmail',
  4
      identifier: 'user_123',
  5
    });
  6
    console.log(link.link);
  7
  }
  ```

Status changes to `ACTIVE` after the user completes OAuth (or to `PENDING_VERIFICATION` if your connection requires identity verification).

Status is `PENDING_VERIFICATION`

OAuth succeeded, but Scalekit is waiting for the user to complete identity verification before the account becomes `ACTIVE`. Send the user through your verification flow.

See [Verify user identity](/agentkit/user-verification/) for configuration and API calls. After verification succeeds, status should move to `ACTIVE`.

Status is `EXPIRED`

The access token expired and Scalekit could not refresh it automatically. Try a manual refresh first. If refresh fails, send the user a new authorization link.

* Python

  ```python
  1
  try:
  2
      account = scalekit_client.actions.refresh_connected_account(
  3
          identifier="user_123",
  4
          connection_name="gmail",
  5
      )
  6
      if account.status != "ACTIVE":
  7
          link = scalekit_client.actions.get_authorization_link(
  8
              connection_name="gmail",
  9
              identifier="user_123",
  10
          )
  11
          print(link.link)
  12
  except Exception as exc:
  13
      print(exc)
  ```

* Node.js

  ```typescript
  1
  try {
  2
    const refreshed = await scalekit.actions.refreshConnectedAccount({
  3
      identifier: 'user_123',
  4
      connectionName: 'gmail',
  5
    });
  6
    if (refreshed.status !== 'ACTIVE') {
  7
      const link = await scalekit.actions.getAuthorizationLink({
  8
        connectionName: 'gmail',
  9
        identifier: 'user_123',
  10
      });
  11
      console.log(link.link);
  12
    }
  13
  } catch (error) {
  14
    console.error(error);
  15
  }
  ```

Status is `DISCONNECTED`

The connected account was manually disconnected in Scalekit or the user removed your application’s access at the provider (for example **Google Account** > **Third-party access**). Re-authentication is the only fix.

Send a new authorization link and explain that the user disconnected the integration. Pending tool executions fail until the user reconnects.

Handle disconnected accounts in your app

Surface `DISCONNECTED` status in your UI and stop scheduling tool calls for that connected account until the user reconnects.

## OAuth flow errors

[Section titled “OAuth flow errors”](#oauth-flow-errors)

The provider returns an error on the callback URL

Read the `error` and `error_description` query parameters on the callback. Common values:

| Error                 | Meaning                         | What to do                                           |
| --------------------- | ------------------------------- | ---------------------------------------------------- |
| `access_denied`       | User cancelled consent          | Offer to restart the flow                            |
| `invalid_request`     | Malformed authorization request | Check scopes and connection configuration            |
| `unauthorized_client` | OAuth client not authorized     | Verify credentials in **AgentKit** > **Connections** |
| `invalid_scope`       | Scope not valid for this app    | Update scopes on the connection and retry            |
| `server_error`        | Provider-side failure           | Retry after a few minutes; check provider status     |

Log both parameters in development. Do not expose raw `error_description` text to end users.

`failed_to_exchange_token` after consent

Token exchange failed after the user approved access. See [Common scenarios on Configure connections](/agentkit/connections/#common-scenarios) for retry steps, status page checks, and what to send support.

Redirect URI mismatch

The redirect URI in the provider’s OAuth app must match the URI shown in Scalekit exactly — protocol, host, path, and trailing slashes included.

1. Open **AgentKit** > **Connections** and select the connection
2. Copy the **Redirect URI** from Scalekit
3. Paste it into the provider’s OAuth app settings (Google Cloud Console, Azure portal, and similar)
4. Save both sides and restart the connection flow

Match the string exactly

Watch for `http` vs `https`, missing or extra trailing slashes, and port numbers in local development.

Session expired or invalid on the callback page

The OAuth verification session timed out before the provider redirected back. Close the window and start the connection flow again. No configuration change is required.

See also [Common scenarios on Configure connections](/agentkit/connections/#common-scenarios).

Invalid state parameter

Scalekit validates the `state` parameter for CSRF protection. If you see this error:

1. Confirm cookies are enabled in the browser
2. Finish the flow in the same browser you started it in
3. Clear stale cookies and restart the flow
4. Check for large clock skew between client and server

## Tool execution failures

[Section titled “Tool execution failures”](#tool-execution-failures)

Tool fails with an auth error but status is `ACTIVE`

Work through these checks in order:

1. Confirm status with `get_connected_account`
2. Call `refresh_connected_account` / `refreshConnectedAccount`
3. Compare `account.scopes` to the scopes your tool requires
4. Run a read-only tool (for example `gmail_get_profile`) to isolate the failure

* Python

  ```python
  1
  account = scalekit_client.actions.get_connected_account(
  2
      identifier="user_123",
  3
      connection_name="gmail",
  4
  )
  5


  6
  scalekit_client.actions.refresh_connected_account(
  7
      identifier="user_123",
  8
      connection_name="gmail",
  9
  )
  10


  11
  result = scalekit_client.actions.execute_tool(
  12
      identifier="user_123",
  13
      tool_name="gmail_get_profile",
  14
      tool_input={},
  15
  )
  16
  print(result.data)
  ```

* Node.js

  ```typescript
  1
  const account = await scalekit.actions.getConnectedAccount({
  2
    identifier: 'user_123',
  3
    connectionName: 'gmail',
  4
  });
  5


  6
  await scalekit.actions.refreshConnectedAccount({
  7
    identifier: 'user_123',
  8
    connectionName: 'gmail',
  9
  });
  10


  11
  const result = await scalekit.actions.executeTool({
  12
    identifier: 'user_123',
  13
    toolName: 'gmail_get_profile',
  14
    toolInput: {},
  15
  });
  16
  console.log(result.data);
  ```

Insufficient permissions or forbidden errors

The user granted fewer scopes than your tool needs. Check granted scopes on the connected account, then send a new authorization link after you update scopes on the connection.

See [Configure scopes](/agentkit/connections/#configure-scopes) on the connections page. After you add scopes to a connection, existing users must re-authenticate.

## Provider-specific errors

[Section titled “Provider-specific errors”](#provider-specific-errors)

Google: “Access blocked” or “This app isn’t verified”

Google blocks unverified apps that request sensitive scopes, or the Workspace admin blocked third-party apps.

* During development, use test users or click **Advanced** > **Go to app (unsafe)** on the consent screen
* For production, complete [Google app verification](https://support.google.com/cloud/answer/9110914) or use less restrictive scopes
* Workspace admins may need to allowlist your OAuth client

Microsoft 365: `AADSTS65001` consent errors

The tenant has not granted consent for the permissions your connection requests.

1. Open the app registration in Azure portal
2. Confirm API permissions match your connection scopes
3. Grant admin consent if the tenant requires it
4. Retry the connection flow

Microsoft 365: `AADSTS50020` user not found

The signed-in account is not in the expected Microsoft 365 tenant, or the tenant blocks external applications. Confirm the user has a valid work or school account and that tenant policy allows your app.

Slack: OAuth access denied or workspace restrictions

The user may lack permission to install apps, or the workspace admin must approve the app first. Ask a workspace admin to approve the installation, or test with a workspace where you control app policy.

## Configuration and rate limits

[Section titled “Configuration and rate limits”](#configuration-and-rate-limits)

Invalid client or client authentication failed

OAuth credentials on the connection do not match the provider’s console.

1. Open **AgentKit** > **Connections** and select the connection
2. Compare **Client ID** and **Client Secret** to the provider’s OAuth app
3. Regenerate the secret in the provider console if it may have rotated
4. Create a new connected account and retry OAuth

Authorization succeeds but tools fail on scope

The connection is missing scopes your tools require. Update scopes in the connection form, then have users re-authenticate. Scopes on existing tokens do not expand automatically.

Rate limit or quota exceeded

The provider rejected requests because you exceeded its quota. Back off and retry with exponential delay, reduce call frequency, and cache read results where possible.

Bring Your Own Credentials (BYOC) gives you a dedicated quota on providers that support separate OAuth apps. See your connector’s setup guide for BYOC steps.

## Get help

[Section titled “Get help”](#get-help)

Open **AgentKit** > **Connected Accounts** in the dashboard and review status, refresh history, and tool execution logs for the affected account.

When you contact [support](mailto:support@scalekit.com), include:

* Connected account ID or user `identifier`
* Connection name (for example `gmail`, `slack`)
* Full error text and timestamp
* Steps that reproduce the failure

Related guides:

* [Configure connections](/agentkit/connections/) — setup, scopes, and common OAuth errors
* [Manage connected accounts](/agentkit/connected-accounts/) — per-user connection state and credentials

---
# DOCUMENT BOUNDARY
---

# Create your own connector

> Choose an auth type, build the connector payload, and create or manage custom connectors in Scalekit.

This page covers everything you need to create a custom connector: building the connector payload and managing it with the API.

Prerequisites

You need three credentials from your Scalekit environment:

* `SCALEKIT_ENVIRONMENT_URL` — the base URL of your Scalekit environment
* `SCALEKIT_CLIENT_ID` — your environment’s client ID
* `SCALEKIT_CLIENT_SECRET` — your environment’s client secret

Find these in the Scalekit Dashboard under **Developers → Settings → API Credentials**.

## Create a connector

[Section titled “Create a connector”](#create-a-connector)

Recommended approach

The recommended way to manage connectors is with the [`sk-actions-custom-provider` skill](https://github.com/scalekit-inc/authstack/blob/main/skills/sk-actions-custom-provider/SKILL.md).

```sh
npx skills add scalekit-inc/authstack --skill integrating-agentkit
```

It keeps payload generation, review, and promotion consistent across Dev and Production.

Share the connector name, Scalekit credentials, and API docs. The skill infers the auth type, generates the payload, and walks you through create, update, and promotion to Production. Always review the final payload before approving.

To manage connectors directly via API, use the payloads below.

Understand the connector payload

Supported auth types are `OAUTH`, `BASIC`, `BEARER`, and `API_KEY`. Use `OAUTH` when the upstream API or MCP server requires a user authorization flow and token exchange. Use `BASIC`, `BEARER`, or `API_KEY` when it accepts static credentials or long-lived tokens.

MCP providers use the same four auth types as REST API providers, with `is_mcp: true` set in each `auth_patterns[]` entry. OAuth MCP connectors use a simplified `oauth_config: {"pkce_enabled": true}` — the MCP server handles authorization via Dynamic Client Registration. Non-OAuth MCP connectors omit `oauth_config` entirely.

The connector payload uses these common top-level fields:

* `display_name`: Human-readable name for the custom connector
* `description`: Short description of what the connector connects to
* `auth_patterns`: Authentication options supported by the connector
* `proxy_url`: Base URL the proxy should call for the upstream API (mandatory)
* `proxy_enabled`: Whether the proxy is enabled for the connector (mandatory, should be true)

`proxy_url` can also include templated fields when the upstream API requires account-specific values, for example `https://{{domain}}/api`.

Within `auth_patterns`, the most common fields are:

* `type`: The auth type, such as OAUTH, BASIC, BEARER, or API\_KEY
* `display_name`: Label shown for that auth option
* `description`: Short explanation of the auth method
* `fields`: Inputs collected for static auth providers such as BASIC, BEARER, and API\_KEY. These usually store values such as `username`, `password`, `token`, `api_key`, `domain`, or `version`.
* `account_fields`: Inputs collected for OAUTH connectors when account-scoped values are needed. This is typically used for values tied to a connected account, such as named path parameters.
* `oauth_config`: OAuth-specific configuration, such as authorize and token endpoints
* `auth_header_key_override`: Custom header name when the upstream does not use `Authorization`. For example, some APIs expect auth in a header such as `X-API-Key` instead of the standard `Authorization` header.
* `auth_field_mutations`: Value transformations applied before the credential is sent. This is useful when the upstream expects a prefix, suffix, or default companion value, such as adding a token prefix or setting a fallback password value for Basic auth.
* `is_mcp`: Set to `true` when the upstream is an MCP server. Tells Scalekit to route the connector through MCP tool calling instead of the HTTP proxy.

Below are example payloads for API and MCP connectors across all supported auth patterns.

* API Connector

  * OAuth

    ```json
    1
    {
    2
      "display_name": "My Asana",
    3
      "description": "Connect to Asana. Manage tasks, projects, teams, and workflow automation",
    4
      "auth_patterns": [
    5
        {
    6
          "type": "OAUTH",
    7
          "display_name": "OAuth 2.0",
    8
          "description": "Authenticate with Asana using OAuth 2.0 for comprehensive project management",
    9
          "fields": [],
    10
          "oauth_config": {
    11
            "authorize_uri": "https://app.asana.com/-/oauth_authorize",
    12
            "token_uri": "https://app.asana.com/-/oauth_token",
    13
            "user_info_uri": "https://app.asana.com/api/1.0/users/me",
    14
            "available_scopes": [
    15
              {
    16
                "scope": "profile",
    17
                "display_name": "Profile",
    18
                "description": "Access user profile information",
    19
                "required": true
    20
              },
    21
              {
    22
                "scope": "email",
    23
                "display_name": "Email",
    24
                "description": "Access user email address",
    25
                "required": true
    26
              }
    27
            ]
    28
          }
    29
        }
    30
      ],
    31
      "proxy_url": "https://app.asana.com/api",
    32
      "proxy_enabled": true
    33
    }
    ```

  * Bearer

    ```json
    1
    {
    2
      "display_name": "My Bearer Token Provider",
    3
      "description": "Connect to an API that accepts a static bearer token",
    4
      "auth_patterns": [
    5
        {
    6
          "type": "BEARER",
    7
          "display_name": "Bearer Token",
    8
          "description": "Authenticate with a static bearer token",
    9
          "fields": [
    10
            {
    11
              "field_name": "token",
    12
              "label": "Bearer Token",
    13
              "input_type": "password",
    14
              "hint": "Your long-lived bearer token",
    15
              "required": true
    16
            }
    17
          ]
    18
        }
    19
      ],
    20
      "proxy_url": "https://api.example.com",
    21
      "proxy_enabled": true
    22
    }
    ```

  * Basic

    ```json
    1
    {
    2
      "display_name": "My Freshdesk",
    3
      "description": "Connect to Freshdesk. Manage tickets, contacts, companies, and customer support workflows",
    4
      "auth_patterns": [
    5
        {
    6
          "type": "BASIC",
    7
          "display_name": "Basic Auth",
    8
          "description": "Authenticate with Freshdesk using Basic Auth with username and password for comprehensive helpdesk management",
    9
          "fields": [
    10
            {
    11
              "field_name": "domain",
    12
              "label": "Freshdesk Domain",
    13
              "input_type": "text",
    14
              "hint": "Your Freshdesk domain (e.g., yourcompany.freshdesk.com)",
    15
              "required": true
    16
            },
    17
            {
    18
              "field_name": "username",
    19
              "label": "API Key",
    20
              "input_type": "text",
    21
              "hint": "Your Freshdesk API Key",
    22
              "required": true
    23
            }
    24
          ]
    25
        }
    26
      ],
    27
      "proxy_url": "https://{{domain}}/api",
    28
      "proxy_enabled": true
    29
    }
    ```

  * API Key

    ```json
    1
    {
    2
      "display_name": "My Attention",
    3
      "description": "Connect to Attention for AI insights, conversations, teams, and workflows",
    4
      "auth_patterns": [
    5
        {
    6
          "type": "API_KEY",
    7
          "display_name": "API Key",
    8
          "description": "Authenticate with Attention using an API Key",
    9
          "fields": [
    10
            {
    11
              "field_name": "api_key",
    12
              "label": "Integration Token",
    13
              "input_type": "password",
    14
              "hint": "Your Attention API Key",
    15
              "required": true
    16
            }
    17
          ]
    18
        }
    19
      ],
    20
      "proxy_url": "https://api.attention.tech",
    21
      "proxy_enabled": true
    22
    }
    ```

* MCP Connector

  ```json
  1
  {
  2
    "display_name": "My Asana",
  3
    "description": "Connect to Asana. Manage tasks, projects, teams, and workflow automation",
  4
    "auth_patterns": [
  5
      {
  6
        "type": "OAUTH",
  7
        "display_name": "OAuth 2.0",
  8
        "description": "Authenticate with Asana using OAuth 2.0 for comprehensive project management",
  9
        "fields": [],
  10
        "oauth_config": {
  11
          "authorize_uri": "https://app.asana.com/-/oauth_authorize",
  12
          "token_uri": "https://app.asana.com/-/oauth_token",
  13
          "user_info_uri": "https://app.asana.com/api/1.0/users/me",
  14
          "available_scopes": [
  15
            {
  16
              "scope": "profile",
  17
              "display_name": "Profile",
  18
              "description": "Access user profile information",
  19
              "required": true
  20
            },
  21
            {
  22
              "scope": "email",
  23
              "display_name": "Email",
  24
              "description": "Access user email address",
  25
              "required": true
  26
            }
  27
          ]
  28
        }
  29
      }
  30
    ],
  31
    "proxy_url": "https://app.asana.com/api",
  32
    "proxy_enabled": true
  33
  }
  ```

* OAuth

  ```json
  1
  {
  2
    "display_name": "My Bearer Token Provider",
  3
    "description": "Connect to an API that accepts a static bearer token",
  4
    "auth_patterns": [
  5
      {
  6
        "type": "BEARER",
  7
        "display_name": "Bearer Token",
  8
        "description": "Authenticate with a static bearer token",
  9
        "fields": [
  10
          {
  11
            "field_name": "token",
  12
            "label": "Bearer Token",
  13
            "input_type": "password",
  14
            "hint": "Your long-lived bearer token",
  15
            "required": true
  16
          }
  17
        ]
  18
      }
  19
    ],
  20
    "proxy_url": "https://api.example.com",
  21
    "proxy_enabled": true
  22
  }
  ```

* Bearer

  ```json
  1
  {
  2
    "display_name": "My Freshdesk",
  3
    "description": "Connect to Freshdesk. Manage tickets, contacts, companies, and customer support workflows",
  4
    "auth_patterns": [
  5
      {
  6
        "type": "BASIC",
  7
        "display_name": "Basic Auth",
  8
        "description": "Authenticate with Freshdesk using Basic Auth with username and password for comprehensive helpdesk management",
  9
        "fields": [
  10
          {
  11
            "field_name": "domain",
  12
            "label": "Freshdesk Domain",
  13
            "input_type": "text",
  14
            "hint": "Your Freshdesk domain (e.g., yourcompany.freshdesk.com)",
  15
            "required": true
  16
          },
  17
          {
  18
            "field_name": "username",
  19
            "label": "API Key",
  20
            "input_type": "text",
  21
            "hint": "Your Freshdesk API Key",
  22
            "required": true
  23
          }
  24
        ]
  25
      }
  26
    ],
  27
    "proxy_url": "https://{{domain}}/api",
  28
    "proxy_enabled": true
  29
  }
  ```

* Basic

  ```json
  1
  {
  2
    "display_name": "My Attention",
  3
    "description": "Connect to Attention for AI insights, conversations, teams, and workflows",
  4
    "auth_patterns": [
  5
      {
  6
        "type": "API_KEY",
  7
        "display_name": "API Key",
  8
        "description": "Authenticate with Attention using an API Key",
  9
        "fields": [
  10
          {
  11
            "field_name": "api_key",
  12
            "label": "Integration Token",
  13
            "input_type": "password",
  14
            "hint": "Your Attention API Key",
  15
            "required": true
  16
          }
  17
        ]
  18
      }
  19
    ],
  20
    "proxy_url": "https://api.attention.tech",
  21
    "proxy_enabled": true
  22
  }
  ```

* API Key

  * OAuth

    ```json
    1
    {
    2
      "display_name": "Github MCP",
    3
      "description": "Connect to Github MCP",
    4
      "auth_patterns": [
    5
        {
    6
          "description": "Authenticate with Github MCP using browser OAuth.",
    7
          "display_name": "OAuth 2.1/DCR",
    8
          "fields": [],
    9
          "is_mcp": true,
    10
          "oauth_config": {
    11
            "pkce_enabled": true
    12
          },
    13
          "type": "OAUTH"
    14
        }
    15
      ],
    16
      "proxy_url": "https://api.githubcopilot.com/mcp/",
    17
      "proxy_enabled": true
    18
    }
    ```

  * Bearer

    ```json
    1
    {
    2
      "display_name": "Apify MCP",
    3
      "description": "Connect to Apify MCP to run web scraping, browser automation, and data extraction Actors directly from your AI workflows.",
    4
      "auth_patterns": [
    5
        {
    6
          "description": "Authenticate with Apify using your API Token.",
    7
          "display_name": "Apify Token",
    8
          "fields": [
    9
            {
    10
              "field_name": "token",
    11
              "hint": "Your Apify API Token",
    12
              "input_type": "password",
    13
              "label": "Apify Token",
    14
              "required": true
    15
            }
    16
          ],
    17
          "is_mcp": true,
    18
          "type": "BEARER"
    19
        }
    20
      ],
    21
      "proxy_url": "https://mcp.apify.com",
    22
      "proxy_enabled": true
    23
    }
    ```

  * Basic

    ```json
    1
    {
    2
      "display_name": "My Internal MCP",
    3
      "description": "Connect to an internal MCP server that authenticates with a username and password",
    4
      "auth_patterns": [
    5
        {
    6
          "type": "BASIC",
    7
          "display_name": "Basic Auth",
    8
          "description": "Authenticate with a username and password",
    9
          "is_mcp": true,
    10
          "fields": [
    11
            {
    12
              "field_name": "username",
    13
              "label": "Username",
    14
              "input_type": "text",
    15
              "hint": "Your username",
    16
              "required": true
    17
            },
    18
            {
    19
              "field_name": "password",
    20
              "label": "Password",
    21
              "input_type": "password",
    22
              "hint": "Your password",
    23
              "required": true
    24
            }
    25
          ]
    26
        }
    27
      ],
    28
      "proxy_url": "https://mcp.internal.example.com",
    29
      "proxy_enabled": true
    30
    }
    ```

  * API Key

    ```json
    1
    {
    2
      "display_name": "My API Key MCP",
    3
      "description": "Connect to an MCP server that authenticates with a static API key",
    4
      "auth_patterns": [
    5
        {
    6
          "type": "API_KEY",
    7
          "display_name": "API Key",
    8
          "description": "Authenticate with a static API key",
    9
          "is_mcp": true,
    10
          "fields": [
    11
            {
    12
              "field_name": "api_key",
    13
              "label": "API Key",
    14
              "input_type": "password",
    15
              "hint": "Your API key",
    16
              "required": true
    17
            }
    18
          ]
    19
        }
    20
      ],
    21
      "proxy_url": "https://mcp.example.com",
    22
      "proxy_enabled": true
    23
    }
    ```

* OAuth

  ```json
  1
  {
  2
    "display_name": "Github MCP",
  3
    "description": "Connect to Github MCP",
  4
    "auth_patterns": [
  5
      {
  6
        "description": "Authenticate with Github MCP using browser OAuth.",
  7
        "display_name": "OAuth 2.1/DCR",
  8
        "fields": [],
  9
        "is_mcp": true,
  10
        "oauth_config": {
  11
          "pkce_enabled": true
  12
        },
  13
        "type": "OAUTH"
  14
      }
  15
    ],
  16
    "proxy_url": "https://api.githubcopilot.com/mcp/",
  17
    "proxy_enabled": true
  18
  }
  ```

* Bearer

  ```json
  1
  {
  2
    "display_name": "Apify MCP",
  3
    "description": "Connect to Apify MCP to run web scraping, browser automation, and data extraction Actors directly from your AI workflows.",
  4
    "auth_patterns": [
  5
      {
  6
        "description": "Authenticate with Apify using your API Token.",
  7
        "display_name": "Apify Token",
  8
        "fields": [
  9
          {
  10
            "field_name": "token",
  11
            "hint": "Your Apify API Token",
  12
            "input_type": "password",
  13
            "label": "Apify Token",
  14
            "required": true
  15
          }
  16
        ],
  17
        "is_mcp": true,
  18
        "type": "BEARER"
  19
      }
  20
    ],
  21
    "proxy_url": "https://mcp.apify.com",
  22
    "proxy_enabled": true
  23
  }
  ```

* Basic

  ```json
  1
  {
  2
    "display_name": "My Internal MCP",
  3
    "description": "Connect to an internal MCP server that authenticates with a username and password",
  4
    "auth_patterns": [
  5
      {
  6
        "type": "BASIC",
  7
        "display_name": "Basic Auth",
  8
        "description": "Authenticate with a username and password",
  9
        "is_mcp": true,
  10
        "fields": [
  11
          {
  12
            "field_name": "username",
  13
            "label": "Username",
  14
            "input_type": "text",
  15
            "hint": "Your username",
  16
            "required": true
  17
          },
  18
          {
  19
            "field_name": "password",
  20
            "label": "Password",
  21
            "input_type": "password",
  22
            "hint": "Your password",
  23
            "required": true
  24
          }
  25
        ]
  26
      }
  27
    ],
  28
    "proxy_url": "https://mcp.internal.example.com",
  29
    "proxy_enabled": true
  30
  }
  ```

* API Key

  ```json
  1
  {
  2
    "display_name": "My API Key MCP",
  3
    "description": "Connect to an MCP server that authenticates with a static API key",
  4
    "auth_patterns": [
  5
      {
  6
        "type": "API_KEY",
  7
        "display_name": "API Key",
  8
        "description": "Authenticate with a static API key",
  9
        "is_mcp": true,
  10
        "fields": [
  11
          {
  12
            "field_name": "api_key",
  13
            "label": "API Key",
  14
            "input_type": "password",
  15
            "hint": "Your API key",
  16
            "required": true
  17
          }
  18
        ]
  19
      }
  20
    ],
  21
    "proxy_url": "https://mcp.example.com",
  22
    "proxy_enabled": true
  23
  }
  ```

**Before submitting, review the final payload carefully:**

* `display_name` and `description`
* The selected auth `type`
* Required `fields` and `account_fields`
* OAuth endpoints and scopes, if the connector uses OAuth
* `proxy_url`
* Whether `is_mcp` is set to `true` for MCP providers

Generate an access token

All API requests require a short-lived access token. Generate one using your `SCALEKIT_CLIENT_ID` and `SCALEKIT_CLIENT_SECRET`:

```bash
1
curl --location "$SCALEKIT_ENVIRONMENT_URL/oauth/token" \
2
  --header 'Content-Type: application/x-www-form-urlencoded' \
3
  --data-urlencode 'grant_type=client_credentials' \
4
  --data-urlencode "client_id=$SCALEKIT_CLIENT_ID" \
5
  --data-urlencode "client_secret=$SCALEKIT_CLIENT_SECRET"
```

Use the `access_token` value from the response as `$env_access_token` in the `curl` commands below.

Use the payload for your auth type as the request body in the create request:

```bash
1
curl --location "$SCALEKIT_ENVIRONMENT_URL/api/v1/custom-providers" \
2
  --header "Authorization: Bearer $env_access_token" \
3
  --header "Content-Type: application/json" \
4
  --data '{...}'
```

After the connector is created, create a connection in the Scalekit Dashboard and continue with the standard connector flow.

## List connectors

[Section titled “List connectors”](#list-connectors)

List existing connectors to confirm whether to create a new one or update an existing one.

```bash
1
curl --location "$SCALEKIT_ENVIRONMENT_URL/api/v1/providers?filter.provider_type=CUSTOM&page_size=1000" \
2
  --header "Authorization: Bearer $env_access_token"
```

## Update a connector

[Section titled “Update a connector”](#update-a-connector)

Use the [List connectors](#list-connectors) API to get the connector `identifier`, then send the updated payload:

```bash
1
curl --location --request PUT "$SCALEKIT_ENVIRONMENT_URL/api/v1/custom-providers/$PROVIDER_IDENTIFIER" \
2
  --header "Authorization: Bearer $env_access_token" \
3
  --header "Content-Type: application/json" \
4
  --data '{...}'
```

## Delete a connector

[Section titled “Delete a connector”](#delete-a-connector)

Use the [List connectors](#list-connectors) API to get the connector `identifier`. If the connector is still in use, remove the related connections or connected accounts first.

```bash
1
curl --location --request DELETE "$SCALEKIT_ENVIRONMENT_URL/api/v1/custom-providers/$PROVIDER_IDENTIFIER" \
2
  --header "Authorization: Bearer $env_access_token"
```

---
# DOCUMENT BOUNDARY
---

# Making tool calls

> Make tool calls using a REST API connector via Tool Proxy, or discover and execute tools from a custom MCP connector.

Use this page to make tool calls after the connector, connection, and connected account are set up.

The call method depends on the connector type:

* **REST API connectors** — use `actions.request()` to proxy HTTP calls through Tool Proxy
* **MCP connectors** — use `list_scoped_tools` to discover available tools, then `execute_tool` to call them

Both types use the same connection, connected account, and user authorization model.

## Prerequisites

[Section titled “Prerequisites”](#prerequisites)

Make sure:

* The connector exists and is configured with the right [auth pattern](/agentkit/bring-your-own-connector/create-connector)
* A [connection](/agentkit/connections) is configured for the connector
* The [connected account](/agentkit/connected-accounts) exists
* The user has completed [authorization](/agentkit/tools/authorize)

Create a connection for your connector in the Scalekit Dashboard:

![Connections page showing a custom connector connection alongside built-in connectors](/.netlify/images?url=_astro%2Fcustom-provider-connection.CmpN35cw.png\&w=2604\&h=762\&dpl=6a3b904fcb23b100084833a2)

After the user completes authorization, the connected account appears in the Connected Accounts tab:

![Connected Accounts tab showing an authenticated account for a custom connector](/.netlify/images?url=_astro%2Fcustom-provider-connected-account.CNBQ7XLh.png\&w=2610\&h=624\&dpl=6a3b904fcb23b100084833a2)

## REST API proxy calls

[Section titled “REST API proxy calls”](#rest-api-proxy-calls)

In the request examples below, `path` is relative to the connector `proxy_url`. `connectionName` must match the connection you created, and `identifier` must match the connected account you want to use for the request.

* Node.js

  ```typescript
  1
  import { ScalekitClient } from '@scalekit-sdk/node';
  2
  import 'dotenv/config';
  3


  4
  const connectionName = 'your-provider-connection'; // get your connection name from connection configurations
  5
  const identifier = 'user_123'; // your unique user identifier
  6


  7
  // Get your credentials from app.scalekit.com → Developers → Settings → API Credentials
  8
  const scalekit = new ScalekitClient(
  9
    process.env.SCALEKIT_ENV_URL,
  10
    process.env.SCALEKIT_CLIENT_ID,
  11
    process.env.SCALEKIT_CLIENT_SECRET
  12
  );
  13
  const actions = scalekit.actions;
  14


  15
  // Authenticate the user
  16
  const { link } = await actions.getAuthorizationLink({
  17
    connectionName,
  18
    identifier,
  19
  });
  20
  console.log('Authorize connector:', link);
  21
  process.stdout.write('Press Enter after authorizing...');
  22
  await new Promise(r => process.stdin.once('data', r));
  23


  24
  // Make a request via Scalekit proxy
  25
  const result = await actions.request({
  26
    connectionName,
  27
    identifier,
  28
    path: '/v1/customers',
  29
    method: 'GET',
  30
  });
  31
  console.log(result);
  ```

* Python

  ```python
  1
  import scalekit.client, os
  2
  from dotenv import load_dotenv
  3
  load_dotenv()
  4


  5
  connection_name = "your-provider-connection"  # get your connection name from connection configurations
  6
  identifier = "user_123"  # your unique user identifier
  7


  8
  # Get your credentials from app.scalekit.com → Developers → Settings → API Credentials
  9
  scalekit_client = scalekit.client.ScalekitClient(
  10
      client_id=os.getenv("SCALEKIT_CLIENT_ID"),
  11
      client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
  12
      env_url=os.getenv("SCALEKIT_ENV_URL"),
  13
  )
  14
  actions = scalekit_client.actions
  15


  16
  # Authenticate the user
  17
  link_response = actions.get_authorization_link(
  18
      connection_name=connection_name,
  19
      identifier=identifier
  20
  )
  21
  # present this link to your user for authorization, or click it yourself for testing
  22
  print("Authorize connector:", link_response.link)
  23
  input("Press Enter after authorizing...")
  24


  25
  # Make a request via Scalekit proxy
  26
  result = actions.request(
  27
      connection_name=connection_name,
  28
      identifier=identifier,
  29
      path="/v1/customers",
  30
      method="GET"
  31
  )
  32
  print(result)
  ```

The request shape stays the same regardless of auth type — the connector definition controls how Scalekit authenticates the call.

## MCP tool calling

[Section titled “MCP tool calling”](#mcp-tool-calling)

MCP connectors expose tools from the upstream MCP server. Discover the available tools, then execute them by name.

Discover available tools (optional)

If you already know the tool names from the Scalekit Dashboard, you can skip this step.

Call `list_scoped_tools` with the connection name to see which tools the MCP server exposes for a given user.

* Node.js

  ```typescript
  1
  import { ScalekitClient } from '@scalekit-sdk/node';
  2
  import 'dotenv/config';
  3


  4
  const scalekit = new ScalekitClient(
  5
    process.env.SCALEKIT_ENV_URL,
  6
    process.env.SCALEKIT_CLIENT_ID,
  7
    process.env.SCALEKIT_CLIENT_SECRET
  8
  );
  9


  10
  const connectionName = 'your-mcp-connection'; // connection name from Scalekit Dashboard
  11
  const identifier = 'user_123'; // your unique user identifier
  12


  13
  const scoped = await scalekit.tools.listScopedTools(identifier, {
  14
    filter: { connectionNames: [connectionName] },
  15
    pageSize: 100,
  16
  });
  17


  18
  const toolNames = scoped.tools?.map((st) => st.tool?.definition?.name) ?? [];
  19
  console.log('Available tools:', toolNames);
  ```

* Python

  ```python
  1
  import scalekit.client, os
  2
  from dotenv import load_dotenv
  3
  load_dotenv()
  4


  5
  scalekit_client = scalekit.client.ScalekitClient(
  6
      client_id=os.getenv("SCALEKIT_CLIENT_ID"),
  7
      client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
  8
      env_url=os.getenv("SCALEKIT_ENV_URL"),
  9
  )
  10


  11
  connection_name = "your-mcp-connection"  # connection name from Scalekit Dashboard
  12
  identifier = "user_123"  # your unique user identifier
  13


  14
  response, _ = scalekit_client.tools.list_scoped_tools(
  15
      identifier=identifier,
  16
      filter={"connection_names": [connection_name]},
  17
      page_size=100,
  18
  )
  19


  20
  tool_names = [scoped_tool.tool.definition["name"] for scoped_tool in response.tools]
  21
  print("Available tools:", tool_names)
  ```

Call `execute_tool` with the connection name, identifier, and any tool-specific input. Tool output lives in `response.data` — see [Understand tool response shape](/agentkit/tools/scalekit-optimized-tools/#understand-tool-response-shape) before parsing results.

* Node.js

  ```typescript
  1
  const actions = scalekit.actions;
  2


  3
  const result = await actions.executeTool({
  4
    toolName: 'tool_name_from_discovery', // replace with a name from list_scoped_tools
  5
    connector: 'your-mcp-connection',
  6
    identifier: 'user_123',
  7
    toolInput: { key: 'value' }, // replace with the tool's required input
  8
  });
  9
  console.log(result.data);
  ```

* Python

  ```python
  1
  actions = scalekit_client.actions
  2


  3
  result = actions.execute_tool(
  4
      tool_name="tool_name_from_discovery",  # replace with a name from list_scoped_tools
  5
      connection_name="your-mcp-connection",
  6
      identifier="user_123",
  7
      tool_input={"key": "value"},  # replace with the tool's required input
  8
  )
  9
  print(result.data)
  ```

---
# DOCUMENT BOUNDARY
---

# Code samples

> Code samples of AI agents using Scalekit along with LangChain, Google ADK, and direct integrations

### [Connect LangChain agents to Gmail](https://github.com/scalekit-inc/sample-langchain-agent)

[Securely connect a LangChain agent to Gmail using Scalekit for authentication. Python example for tool authorization.](https://github.com/scalekit-inc/sample-langchain-agent)

### [Connect Google GenAI agents to Gmail](https://github.com/scalekit-inc/google-adk-agent-example)

[Build a Google ADK agent that securely accesses Gmail tools. Python example demonstrating Scalekit auth integration.](https://github.com/scalekit-inc/google-adk-agent-example)

### [Connect agents to Slack tools](https://github.com/scalekit-inc/python-connect-demos/tree/main/direct)

[Authorize Python agents to use Slack tools with Scalekit. Direct integration example for secure tool access.](https://github.com/scalekit-inc/python-connect-demos/tree/main/direct)

### [Browse all agent auth examples](https://github.com/scalekit-developers/agent-auth-examples)

[A curated collection of working examples showing how to build agents that authenticate and access tools using Scalekit.](https://github.com/scalekit-developers/agent-auth-examples)

---
# DOCUMENT BOUNDARY
---

# Manage connected accounts

> Check status, list, delete, and update credentials for connected accounts across all connector auth types.

A **connected account** is the per-user record that holds a user’s credentials and tracks their authorization state for a specific connection. Scalekit creates one automatically when a user completes authentication.

## Account states

[Section titled “Account states”](#account-states)

| State     | Meaning                                                        |
| --------- | -------------------------------------------------------------- |
| `PENDING` | User hasn’t completed authentication                           |
| `ACTIVE`  | Credentials valid, ready for tool calls                        |
| `EXPIRED` | Credentials expired or invalidated, re-authentication required |
| `REVOKED` | User revoked access or credentials were invalidated            |
| `ERROR`   | Authentication or configuration error                          |

## Check account status

[Section titled “Check account status”](#check-account-status)

Use `get_or_create_connected_account` as the safe default when a user may be connecting for the first time. Use `get_connected_account` only when you know the account already exists and you need to inspect or return its stored auth details.

* Python

  ```python
  1
  response = actions.get_or_create_connected_account(
  2
      connection_name="gmail",
  3
      identifier="user_123"
  4
  )
  5
  connected_account = response.connected_account
  6
  print(f"Status: {connected_account.status}")
  ```

* Node.js

  ```typescript
  1
  const response = await actions.getOrCreateConnectedAccount({
  2
    connectionName: 'gmail',
  3
    identifier: 'user_123',
  4
  });
  5


  6
  console.log('Status:', response.connectedAccount?.status);
  ```

## Handle inactive accounts

[Section titled “Handle inactive accounts”](#handle-inactive-accounts)

When a connected account isn’t `ACTIVE`, generate a new authorization link and send it to the user.

The link opens a **Hosted Page**, a Scalekit-hosted UI that adapts automatically based on the connection’s auth type:

* **OAuth connectors**: presents the provider’s OAuth consent screen
* **API key, basic auth, or other connectors**: presents a form to collect the required credentials

Your code is the same regardless of connector type. Scalekit determines the right flow based on the connection configuration.

* Python

  ```python
  1
  if connected_account.status != "ACTIVE":
  2
      link_response = actions.get_authorization_link(
  3
          connection_name="gmail",
  4
          identifier="user_123"
  5
      )
  6
      # Redirect or send link_response.link to the user
  ```

* Node.js

  ```typescript
  1
  import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb';
  2


  3
  if (connectedAccount?.status !== ConnectorStatus.ACTIVE) {
  4
    const linkResponse = await actions.getAuthorizationLink({
  5
      connectionName: 'gmail',
  6
      identifier: 'user_123',
  7
    });
  8
    // Redirect or send linkResponse.link to the user
  9
  }
  ```

Customize hosted pages

By default, hosted pages use Scalekit’s branding. You can configure your own logo, colors, and custom domain so the pages look like part of your product. See [Custom domain](/agentkit/advanced/custom-domain/).

## List connected accounts

[Section titled “List connected accounts”](#list-connected-accounts)

Node.js only

List and delete operations are currently available in the Node.js SDK. Use the [Scalekit dashboard](https://app.scalekit.com) or REST API for Python.

```typescript
1
const listResponse = await actions.listConnectedAccounts({
2
  connectionName: 'gmail',
3
});
4
console.log('Connected accounts:', listResponse);
```

## Delete a connected account

[Section titled “Delete a connected account”](#delete-a-connected-account)

Deleting a connected account removes the user’s credentials and authorization state. The user must re-authenticate to reconnect.

```typescript
1
await actions.deleteConnectedAccount({
2
  connectionName: 'gmail',
3
  identifier: 'user_123',
4
});
```

## Update OAuth scopes

[Section titled “Update OAuth scopes”](#update-oauth-scopes)

Scopes apply to OAuth connectors only. For non-OAuth connectors (API key, basic auth, and similar), generate a new authorization link and the hosted page will collect updated credentials.

To request additional OAuth scopes from an existing connected account:

1. Update the connection’s scopes in **AgentKit** > **Connections** > **Edit**.
2. Generate a new authorization link for the user.
3. The user completes the OAuth consent screen, approving the updated scopes.
4. Scalekit updates the connected account with the new token set.

---
# DOCUMENT BOUNDARY
---

# Configure a connection

> Set up a connection in the Scalekit Dashboard to authorize your agent to use a third-party connector on behalf of your users.

A **connection** is a configuration you create once in the Scalekit Dashboard. It holds everything Scalekit needs to interact with a connector’s API: OAuth app credentials, scopes, redirect URIs, and so on. One connection serves all your users.

Users don’t configure connections. When a user authenticates, Scalekit creates a **connected account**, the per-user record that links their identity to a connection and holds their tokens.

## What the connection form asks for

[Section titled “What the connection form asks for”](#what-the-connection-form-asks-for)

The connection form adapts to what the connector requires. Two things determine how much you need to configure:

* **OAuth-based connectors** require the most setup. You register an OAuth app with the provider, then enter those credentials into Scalekit.
* **Non-OAuth connectors** (API key, basic auth, key pairs, and similar) require minimal developer setup (usually just a name). The user provides their own credentials when they create their connected account.

The sections below walk through both patterns.

## Set up an OAuth connection

[Section titled “Set up an OAuth connection”](#set-up-an-oauth-connection)

OAuth connections require you to create an OAuth app with the provider and link it to Scalekit. Scalekit provides the Redirect URI; you bring the Client ID and Client Secret.

Already see pre-filled credentials? DCR handled registration for you.

For some connectors, Scalekit automatically completes **Dynamic Client Registration (DCR)** with the provider. If the **Client ID**, **Client Secret**, **OAuth Authorization URL**, and **Token Endpoint** fields are already filled in when you open the connection form, DCR was successful — skip steps 2–4 below and go directly to [configuring scopes](#configure-scopes).

If the fields are empty, the provider does not support DCR. Follow the manual registration steps below.

1. ### Open the connection form

   [Section titled “Open the connection form”](#open-the-connection-form)

   In the Scalekit Dashboard, go to **AgentKit** > **Connections** and click **Add connection**. Select the connector you want to configure.

   The form shows the fields that connector requires.

2. ### Copy the redirect URI

   [Section titled “Copy the redirect URI”](#copy-the-redirect-uri)

   Scalekit generates a **Redirect URI** for this connection. Copy it; you’ll need it in the next step.

   This URI is where the provider sends the user after they complete the OAuth consent screen. Scalekit handles the callback automatically.

   Localhost redirect URIs work in staging

   For development and staging, you can run your MCP server on `localhost`. Register a localhost URL (for example, `http://localhost:3000/callback`) as the redirect URI in the provider’s console. The MCP client must be able to reach the server — typically both run on the same machine during local testing.

3. ### Register your OAuth app with the provider

   [Section titled “Register your OAuth app with the provider”](#register-your-oauth-app-with-the-provider)

   In the provider’s developer console (GitHub, Salesforce, Google, etc.), create an OAuth app and add Scalekit’s Redirect URI to the list of authorized redirect URIs.

   The provider will give you a **Client ID** and **Client Secret** after registration.

   Redirect URI must match exactly

   The URI in the provider’s console must match what Scalekit shows character-for-character, including trailing slashes. A mismatch causes the OAuth flow to fail with a redirect\_uri\_mismatch error.

4. ### Enter your credentials

   [Section titled “Enter your credentials”](#enter-your-credentials)

   Back in the Scalekit Dashboard, enter the **Client ID** and **Client Secret** from the provider.

5. ### Configure scopes

   [Section titled “Configure scopes”](#configure-scopes)

   Select the scopes your agent needs. Scopes define what your agent can do on the user’s behalf: for example, `read:email` or `repo`.

   Scopes apply to all connected accounts

   The scopes you set here apply to every connected account that uses this connection. If you need different scopes for different user groups, create separate connections for each group.

6. ### Save the connection

   [Section titled “Save the connection”](#save-the-connection)

   Click **Save**. The connection is now active and ready for connected accounts to be created against it.

Use Scalekit credentials to get started faster

For some connectors, Scalekit offers a **Use Scalekit credentials** option. This lets you skip the OAuth app registration step and start testing immediately. Switch to your own credentials before going to production. See [Bring your own credentials](/agentkit/advanced/bring-your-own-oauth/).

## Set up a non-OAuth connection

[Section titled “Set up a non-OAuth connection”](#set-up-a-non-oauth-connection)

For connectors that use API keys, basic auth, key pairs, or similar, the connection form asks for very little. In many cases, you only need to give the connection a name.

The user provides their own credentials (their API key, account details, or private key) when they create a connected account. Scalekit collects those credentials through the connected account form and stores them securely.

1. Go to **AgentKit** > **Connections** and click **Add connection**
2. Select the connector
3. Enter a **Connection name**: this identifies the connection in the dashboard and in your code
4. Click **Save**

When a connected account is created for this connection, Scalekit presents the user with a form that collects the credentials their specific account requires.

## Create multiple connections for the same connector

[Section titled “Create multiple connections for the same connector”](#create-multiple-connections-for-the-same-connector)

You can create more than one connection for the same connector. This is useful when:

* Different groups of users need different scopes
* You want to maintain separate OAuth apps for staging and production
* You’re integrating with multiple instances of the same service (for example, two different Salesforce orgs)

Each connection has its own name, which you use to identify it in API calls and in the dashboard.

## Common scenarios

[Section titled “Common scenarios”](#common-scenarios)

Why am I seeing a `failed_to_exchange_token` error after the consent screen?

This error means the OAuth token exchange failed after the user completed the provider’s consent screen. The `error_description` query parameter may include details such as `Error executing post auth hooks`.

**Common causes:** the verification session timed out because you waited too long on the consent screen, a transient failure during token exchange, a network interruption, or OAuth app misconfiguration (credentials or redirect URI).

**What to try:**

1. Close the error page and restart the connection flow
2. If the error persists, check the [Scalekit status page](https://status.scalekit.com) for ongoing incidents
3. If it still fails, contact [support](mailto:support@scalekit.com) with the full error URL (including `error` and `error_description` query parameters) and the timestamp
4. Verify OAuth app credentials and redirect URI configuration in the provider console
5. See [Troubleshoot connection errors](/agentkit/authentication/troubleshooting/) for redirect URI, scope, and provider-specific diagnosis steps

An error that resolves on retry is almost always transient. Consistent failures for the same connection warrant checking OAuth app configuration.

Why does the callback page say “session expired or invalid”?

The OAuth verification session has a time limit. If you take too long to complete authentication with the provider (for example, you step away mid-flow or the consent screen loads slowly), the session expires before the callback arrives.

Close the window and start the connection flow again. No configuration change is needed.

Why am I getting a `redirect_uri_mismatch` error?

The redirect URI registered in the provider’s OAuth app does not match the URI that Scalekit sends in the authorization request. Providers enforce an exact string match.

1. In Scalekit Dashboard, go to **AgentKit** > **Connections** and open the affected connection
2. Copy the **Redirect URI** shown in the connection form
3. In the provider’s developer console, verify the URI matches exactly — including protocol (`https` vs `http`), trailing slashes, and port numbers
4. Save and retry the connection flow

Common mismatches: a trailing slash (`/callback/` vs `/callback`), `http` vs `https`, or a missing port number.

---
# DOCUMENT BOUNDARY
---

# Set up and connect a Virtual MCP server

> Create a Virtual MCP Server, verify user connections, mint session tokens, and connect your agent using bearer auth.

## Prerequisites

[Section titled “Prerequisites”](#prerequisites)

Before creating a Virtual MCP Server, configure the connections you want to expose. Each `connection_name` you reference must already exist in **AgentKit > Connections**.

See [Configure a connection](/agentkit/connections/) if you haven’t done this yet.

## Create a Virtual MCP server

[Section titled “Create a Virtual MCP server”](#create-a-virtual-mcp-server)

Create the server once per agent role — not once per user. The response includes a static `mcp_server_url` you reuse for every user and every session.

```python
1
import os
2
from scalekit import ScalekitClient
3
from scalekit.actions.models.mcp_config import McpConfigConnectionToolMapping
4


5
scalekit_client = ScalekitClient(
6
    env_url=os.environ["SCALEKIT_ENV_URL"],
7
    client_id=os.environ["SCALEKIT_CLIENT_ID"],
8
    client_secret=os.environ["SCALEKIT_CLIENT_SECRET"],
9
)
10


11
vmcp_response = scalekit_client.actions.mcp.create_config(
12
    name="email-calendar-agent",
13
    connection_tool_mappings=[
14
        McpConfigConnectionToolMapping(
15
            connection_name="gmail",
16
            tools=["gmail_fetch_mails"],
17
        ),
18
        McpConfigConnectionToolMapping(
19
            connection_name="googlecalendar",
20
            tools=[
21
                "googlecalendar_list_events",
22
                "googlecalendar_create_event",
23
            ],
24
        ),
25
    ],
26
)
27


28
config_id = vmcp_response.config.id
29
mcp_server_url = vmcp_response.config.mcp_server_url
```

Save `config_id` and `mcp_server_url`. You pass these to every agent session.

**Selecting tools**: Each `McpConfigConnectionToolMapping` controls which tools from a connection appear on the server. Omit `tools` to expose all tools for that connection. To find available tool names, browse **AgentKit > Catalog** or open the connection from **AgentKit > Connections**.

## Connect an agent

[Section titled “Connect an agent”](#connect-an-agent)

Run these steps before each agent session.

1. ## Check that connections are active

   [Section titled “Check that connections are active”](#check-that-connections-are-active)

   Verify all connections are still active for this user before minting a token. OAuth credentials can expire or be revoked at any time.

   ```python
   1
   accounts_response = scalekit_client.actions.mcp.list_mcp_connected_accounts(
   2
       config_id=config_id,
   3
       identifier="user_123",      # your app's unique identifier for this user
   4
       include_auth_link=True,     # include re-auth URLs for any inactive connections
   5
   )
   6


   7
   for account in accounts_response.connected_accounts:
   8
       if account.connected_account_status != "ACTIVE":
   9
           print(f"{account.connection_name} needs auth: {account.authentication_link}")
   ```

   `identifier` is any string that uniquely identifies a user in your system — an email, user ID, or UUID. Use the same value consistently across all calls.

   If any connection is not `"ACTIVE"`, surface the `authentication_link` to the user before proceeding. See [Authorize user connections](/agentkit/tools/authorize/).

2. ## Mint a session token

   [Section titled “Mint a session token”](#mint-a-session-token)

   Mint a fresh token before every agent run. Never reuse a token from a previous session.

   ```python
   1
   from datetime import timedelta
   2


   3
   token_response = scalekit_client.actions.mcp.create_session_token(
   4
       mcp_config_id=config_id,
   5
       identifier="user_123",
   6
       expiry=timedelta(hours=1),
   7
   )
   8


   9
   token = token_response.token
   ```

   Set `expiry` longer than the expected agent run duration. For a task that typically takes 20 minutes, a 30-minute expiry is sufficient.

3. ## Pass the token to your agent

   [Section titled “Pass the token to your agent”](#pass-the-token-to-your-agent)

   Pass `mcp_server_url` and the session token to your agent framework using bearer auth.

   ```python
   1
   mcp_server = {
   2
       "url": mcp_server_url,
   3
       "headers": {"Authorization": f"Bearer {token}"},
   4
   }
   ```

   How you register the MCP server depends on your framework. For a complete end-to-end example using Claude Managed Agents — including vault-based auth injection and response streaming — see [Claude Managed Agents](/agentkit/examples/claude-managed-agents/).

## Manage servers

[Section titled “Manage servers”](#manage-servers)

**List servers**

```python
1
configs = scalekit_client.actions.mcp.list_configs()
2
for config in configs.configs:
3
    print(config.id, config.name, config.mcp_server_url)
4


5
# Filter by name
6
configs = scalekit_client.actions.mcp.list_configs(filter_name="email-calendar-agent")
```

**Update a server**

You can update `description` or `connection_tool_mappings` on an existing server. Only do this when no agent sessions are actively running — updating mid-session can cause tools to become unavailable. For significant changes, create a new server and swap the `mcp_server_url` in your agent definition so existing sessions complete cleanly.

```python
1
scalekit_client.actions.mcp.update_config(
2
    config_id=config_id,
3
    connection_tool_mappings=[
4
        McpConfigConnectionToolMapping(
5
            connection_name="gmail",
6
            tools=["gmail_fetch_mails", "gmail_send_mail"],
7
        ),
8
        McpConfigConnectionToolMapping(
9
            connection_name="googlecalendar",
10
            tools=["googlecalendar_create_event", "googlecalendar_list_events"],
11
        ),
12
    ],
13
)
```

**Delete a server**

```python
1
scalekit_client.actions.mcp.delete_config(config_id=config_id)
```

Deleting a server immediately invalidates the `mcp_server_url`. Any agent connected to that URL loses tool access. Confirm no active sessions are running before deleting.

---
# DOCUMENT BOUNDARY
---

# OpenClaw skill

> Connect OpenClaw agents to third-party services through Scalekit. Supports LinkedIn, Notion, Slack, Gmail, and 50+ connectors.

Use the Scalekit AgentKit skill for [OpenClaw](https://github.com/scalekit-inc/openclaw-skill) to let your AI agents execute actions on third-party services directly from conversations. Search LinkedIn, read Notion pages, send Slack messages, query Snowflake, and more, all through Scalekit Connect without storing tokens or API keys in your agent.

Security considerations for AI agents

Scalekit stores tokens and API keys securely with full audit logging. OpenClaw, like all AI agent frameworks, is vulnerable to prompt injection and other agent-level attacks. Follow security best practices to protect your instance.

When you ask Claude to interact with a third-party service, the skill:

* Finds the configured connector in Scalekit (e.g., [Gmail connection setup](/agentkit/connectors/gmail/)) and identifies which connection to use based on the requested action
* Checks if the connection is active. For OAuth connections, it generates a magic link for new authorizations. For API key connections, it provides Dashboard guidance for setup
* Retrieves available tools and their parameter schemas for the connector, determining what actions are possible
* Calls the right tool with the correct parameters and returns the result to your conversation
* If no tool exists for the action, routes the request through Scalekit’s HTTP proxy, making direct API calls on your behalf

Automatic auth flow detection

The skill automatically detects whether a connection uses OAuth or an API key and applies the correct auth flow. No configuration needed.

Your agent never stores tokens or API keys. Scalekit acts as a token vault, managing all OAuth tokens, API keys, and credentials. The skill retrieves only what it needs at runtime, scoped to the requesting user.

## Prerequisites

[Section titled “Prerequisites”](#prerequisites)

* [OpenClaw](https://openclaw.ai) installed and configured
* A Scalekit account with AgentKit enabled: [sign up at app.scalekit.com](https://app.scalekit.com)
* `python3` and `uv` available in your PATH

## Get started

[Section titled “Get started”](#get-started)

1. ## Install the skill

   [Section titled “Install the skill”](#install-the-skill)

   Install the skill from ClawHub:

   ```bash
   clawhub install scalekit-agent-auth
   ```

2. ## Configure credentials

   [Section titled “Configure credentials”](#configure-credentials)

   Add your Scalekit credentials to `.env` in your project root:

   .env

   ```bash
   1
   TOOL_CLIENT_ID=skc_your_client_id      # Your Scalekit client ID
   2
   TOOL_CLIENT_SECRET=your_client_secret  # Your Scalekit client secret
   3
   TOOL_ENV_URL=https://your-env.scalekit.cloud  # Your Scalekit environment URL
   4
   TOOL_IDENTIFIER=your_default_user_identifier  # Default user context for tool calls
   ```

   | Parameter            | Description                                         |
   | -------------------- | --------------------------------------------------- |
   | `TOOL_CLIENT_ID`     | Your Scalekit client ID Required                    |
   | `TOOL_CLIENT_SECRET` | Your Scalekit client secret Required                |
   | `TOOL_ENV_URL`       | Your Scalekit environment URL Required              |
   | `TOOL_IDENTIFIER`    | Default user context for all tool calls Recommended |

   Environment variable security

   Never commit `.env` files to version control. Add `.env` to your `.gitignore` file to prevent accidental exposure of credentials.

3. ## Usage

   [Section titled “Usage”](#usage)

   * Gmail

     ```txt
     You: Show me my latest unread emails
     ```

     OpenClaw will automatically:

     1. Look up the `GMAIL` connection
     2. Verify it’s active (or generate a magic link to authorize if needed)
     3. Fetch the `gmail_list_emails` tool schema
     4. Return your latest unread emails

   * Notion

     ```txt
     You: Read my Notion page https://notion.so/My-Page-abc123
     ```

     OpenClaw will:

     1. Look up the `NOTION` connection
     2. If not yet authorized, generate a magic link for you to complete OAuth
     3. Fetch the `notion_page_get` tool schema
     4. Return the page content

## Supported connectors

[Section titled “Supported connectors”](#supported-connectors)

Any connector configured in Scalekit works with the OpenClaw skill, including Notion, Slack, Gmail, Google Sheets, GitHub, Salesforce, HubSpot, Linear, Snowflake, Exa, HarvestAPI, and 50+ more.

[Browse connections ](/agentkit/connectors/)See all supported connectors in the Scalekit dashboard

[ClawHub listing ](https://clawhub.dev/skills/scalekit-agent-auth)Install scalekit-agent-auth from ClawHub

## Common scenarios

[Section titled “Common scenarios”](#common-scenarios)

How do I authorize a new connection?

When you request an action for a connection that isn’t yet authorized, the skill automatically generates a magic link. Click the link to complete OAuth authorization in your browser. After authorization, return to your OpenClaw conversation and retry the action.

For API key-based connections (like Snowflake), you’ll need to configure credentials directly in the Scalekit Dashboard under **Connections**.

How do I switch between different user contexts?

Set `TOOL_IDENTIFIER` in your `.env` file to define a default user context. All tool calls will execute with that user’s permissions and connected accounts.

To use a different user context for a specific conversation, you can override the identifier by setting it in your OpenClaw configuration or passing it as a parameter when invoking the skill.

Why am I seeing a “connection not found” error?

This error occurs when the skill cannot find a configured connection for the requested connector. Check the following:

1. **Verify the connection exists**: Go to **Dashboard > Connections** and confirm the connector is configured
2. **Check connection status**: Ensure the connection shows as “Active” in the dashboard
3. **Verify environment**: Confirm you’re using the correct `TOOL_ENV_URL` for your environment

How do I debug tool execution issues?

Enable debug logging in your OpenClaw configuration to see detailed information about tool calls:

```bash
TOOL_DEBUG=true
```

This logs the tool name, parameters, and response for each execution, helping you identify issues with parameter formatting or API responses.

---
# DOCUMENT BOUNDARY
---

# Node.js SDK reference

> Complete API reference for the Scalekit Node.js SDK: actions client and tools client.

`scalekit.actions` is the primary interface for AgentKit. It handles connected account management, tool execution, and proxied API calls. `scalekit.tools` exposes raw tool schemas for building custom adapters.

## Install and initialize

[Section titled “Install and initialize”](#install-and-initialize)

```bash
1
npm install @scalekit-sdk/node
```

```ts
1
import { ScalekitClient } from '@scalekit-sdk/node';
2


3
const scalekit = new ScalekitClient({
4
  clientId: process.env.SCALEKIT_CLIENT_ID!,
5
  clientSecret: process.env.SCALEKIT_CLIENT_SECRET!,
6
  envUrl: process.env.SCALEKIT_ENV_URL!,
7
});
```

***

## Actions client

[Section titled “Actions client”](#actions-client)

### Authentication

[Section titled “Authentication”](#authentication)

#### getAuthorizationLink

[Section titled “getAuthorizationLink”](#getauthorizationlink)

Generates a time-limited OAuth magic link to authorize a user’s connection.

Input schema

NameTypeRequiredDescription

connectionNamestringoptionalConnector slug (e.g. gmail)

identifierstringoptionalUser's identifier (e.g. email)

connectedAccountIdstringoptionalDirect connected account ID (ca\_...)

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

statestringoptionalOpaque value passed through to the redirect URL

userVerifyUrlstringoptionalYour app's redirect URL for user verification

Response schema GetMagicLinkForConnectedAccountResponse

Field Type Description

link string OAuth magic link URL. Redirect the user here to start the authorization flow.

Example

```ts
1
const { link } = await scalekit.actions.getAuthorizationLink({
2
  connectionName: 'gmail',
3
  identifier: 'user@example.com',
4
  userVerifyUrl: 'https://your-app.com/verify',
5
});
6
// Redirect the user to link
```

#### verifyConnectedAccountUser

[Section titled “verifyConnectedAccountUser”](#verifyconnectedaccountuser)

Verifies the user after OAuth callback. Call this from your redirect URL handler.

Input schema

NameTypeRequiredDescription

authRequestIdstringrequiredToken from the redirect URL query params

identifierstringrequiredCurrent user's identifier

Response schema VerifyConnectedAccountUserResponse

Field Type Description

postUserVerifyRedirectUrl string URL to redirect the user to after successful verification

Example

```ts
1
await scalekit.actions.verifyConnectedAccountUser({
2
  authRequestId: req.query.auth_request_id as string,
3
  identifier: 'user@example.com',
4
});
```

***

### Connected accounts

[Section titled “Connected accounts”](#connected-accounts)

#### getOrCreateConnectedAccount

[Section titled “getOrCreateConnectedAccount”](#getorcreateconnectedaccount)

Fetches an existing connected account or creates one if none exists. Use this as the default when setting up a user.

Input schema

NameTypeRequiredDescription

connectionNamestringrequiredConnector slug

identifierstringrequiredUser's identifier

authorizationDetailsobjectoptionalOAuth token or static auth details

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

apiConfigRecord\optionalConnector-specific options (for example scopes or static auth fields)

Response schema CreateConnectedAccountResponse

Field Type Description

connectedAccount.id string Account ID (ca\_...)

connectedAccount.identifier string User's identifier

connectedAccount.provider string Provider slug

connectedAccount.status string ACTIVE, INACTIVE, or PENDING

connectedAccount.authorizationType string OAuth, API\_KEY, etc.

connectedAccount.tokenExpiresAt string ISO 8601 OAuth token expiry

Example

```ts
1
const { connectedAccount } = await scalekit.actions.getOrCreateConnectedAccount({
2
  connectionName: 'gmail',
3
  identifier: 'user@example.com',
4
});
5
console.log(connectedAccount.id);
```

#### getConnectedAccount

[Section titled “getConnectedAccount”](#getconnectedaccount)

Fetches auth details for a connected account. Returns sensitive credentials. Protect access to this method.

Requires `connectedAccountId` **or** `connectionName` + `identifier`.

Input schema

NameTypeRequiredDescription

connectionNamestringoptionalConnector slug. Use with identifier when you do not pass connectedAccountId.

identifierstringoptionalEnd-user or workspace identifier. Use with connectionName.

connectedAccountIdstringoptionalConnected account ID (ca\_...) when resolving by ID instead of name + identifier

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

Response schema GetConnectedAccountByIdentifierResponse

Field Type Description

connectedAccount.id string Account ID (ca\_...)

connectedAccount.identifier string User's identifier

connectedAccount.provider string Provider slug

connectedAccount.status string ACTIVE, INACTIVE, or PENDING

connectedAccount.authorizationType string OAuth, API\_KEY, etc.

connectedAccount.authorizationDetails object Credential payload (access token, API key, etc.)

connectedAccount.tokenExpiresAt string ISO 8601 OAuth token expiry

connectedAccount.lastUsedAt string Last time this account was used

connectedAccount.updatedAt string Last update timestamp

#### listConnectedAccounts

[Section titled “listConnectedAccounts”](#listconnectedaccounts)

Input schema

NameTypeRequiredDescription

connectionNamestringoptionalFilter by connector

identifierstringoptionalFilter by user identifier

providerstringoptionalFilter by provider

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

pageSizenumberoptionalMaximum accounts per page (server default if omitted)

pageTokenstringoptionalOpaque cursor from a previous list response

querystringoptionalFree-text search

Response schema ListConnectedAccountsResponse

Field Type Description

connectedAccounts array List of ConnectedAccountForList objects (excludes authorizationDetails)

totalSize number Total number of matching accounts

nextPageToken string Token for the next page, if any

prevPageToken string Token for the previous page, if any

#### createConnectedAccount

[Section titled “createConnectedAccount”](#createconnectedaccount)

Creates a connected account with explicit auth details.

Input schema

NameTypeRequiredDescription

connectionNamestringrequiredConnector slug. Must match a connection configured in your environment.

identifierstringrequiredStable ID for this end user or workspace (email, user\_id, or custom string)

authorizationDetailsobjectrequiredOAuth token payload, API key, or other credentials for this connector

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

apiConfigRecord\optionalConnector-specific options (for example scopes or static auth fields)

Returns CreateConnectedAccountResponse. Same shape as `getOrCreateConnectedAccount`.

#### updateConnectedAccount

[Section titled “updateConnectedAccount”](#updateconnectedaccount)

Requires `connectedAccountId` **or** `connectionName` + `identifier`.

Input schema

NameTypeRequiredDescription

connectionNamestringoptionalConnector slug. Use with identifier when you do not pass connectedAccountId.

identifierstringoptionalEnd-user or workspace identifier. Use with connectionName.

connectedAccountIdstringoptionalConnected account ID (ca\_...) when updating by ID instead of name + identifier

authorizationDetailsobjectoptionalReplace or merge stored credentials (OAuth tokens, API keys, etc.)

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

apiConfigobjectoptionalConnector-specific configuration to persist on the account

Returns UpdateConnectedAccountResponse.

#### deleteConnectedAccount

[Section titled “deleteConnectedAccount”](#deleteconnectedaccount)

Deletes a connected account and revokes its credentials. Requires `connectedAccountId` **or** `connectionName` + `identifier`.

Input schema

NameTypeRequiredDescription

connectionNamestringoptionalConnector slug. Use with identifier when you do not pass connectedAccountId.

identifierstringoptionalEnd-user or workspace identifier. Use with connectionName.

connectedAccountIdstringoptionalConnected account ID (ca\_...) when deleting by ID instead of name + identifier

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

Returns DeleteConnectedAccountResponse.

***

### Tool execution

[Section titled “Tool execution”](#tool-execution)

#### executeTool

[Section titled “executeTool”](#executetool)

Executes a named tool via Scalekit.

Input schema

NameTypeRequiredDescription

toolNamestringrequiredTool name (e.g. gmail\_fetch\_emails)

toolInputRecord\requiredParameters the tool expects

identifierstringoptionalUser's identifier

connectedAccountIdstringoptionalDirect connected account ID

connectorstringoptionalConnector slug

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

Response schema ExecuteToolResponse

Field Type Description

data object Tool's structured output

executionId string Unique ID for this execution

Example

```ts
1
const result = await scalekit.actions.executeTool({
2
  toolName: 'gmail_fetch_emails',
3
  toolInput: { maxResults: 5, label: 'UNREAD' },
4
  identifier: 'user@example.com',
5
});
6
const emails = result.data;
```

***

### Proxied API calls

[Section titled “Proxied API calls”](#proxied-api-calls)

#### request

[Section titled “request”](#request)

Makes a REST API call on behalf of a connected account. Scalekit injects the user’s OAuth token automatically.

Input schema

NameTypeRequiredDescription

connectionNamestringrequiredConnector slug

identifierstringrequiredUser's identifier

pathstringrequiredAPI path (e.g. /gmail/v1/users/me/messages)

methodstringoptionalHTTP method. Default: GET

queryParamsRecord\optionalURL query parameters appended to path

bodyunknownoptionalJSON-serializable body for POST, PUT, PATCH, or similar methods

formDataRecord\optionalMultipart form fields when the upstream API expects form data instead of JSON

headersRecord\optionalExtra HTTP headers merged with Scalekit-injected auth headers

timeoutMsnumberoptionalDefault: 30000

Returns `AxiosResponse`. Use `.data`, `.status`, and standard Axios response attributes.

Example

```ts
1
const response = await scalekit.actions.request({
2
  connectionName: 'gmail',
3
  identifier: 'user@example.com',
4
  path: '/gmail/v1/users/me/messages',
5
  queryParams: { maxResults: 5, q: 'is:unread' },
6
});
7
const messages = response.data.messages;
```

***

## Tools client

[Section titled “Tools client”](#tools-client)

`scalekit.tools` gives access to raw tool schemas. Use this when building a custom framework adapter or passing schemas directly to an LLM API (e.g. Anthropic, OpenAI).

#### listTools

[Section titled “listTools”](#listtools)

Lists all tools available in your workspace.

Input schema

NameTypeRequiredDescription

filterFilteroptionalFilter by provider, identifier, or tool name

pageSizenumberoptionalMaximum tools per page (server default if omitted)

pageTokenstringoptionalOpaque cursor from a previous list response

Response schema ListToolsResponse

Field Type Description

tools array List of tool schemas (name, description, input schema)

nextPageToken string Token for the next page, if any

#### listScopedTools

[Section titled “listScopedTools”](#listscopedtools)

Lists tools scoped to a specific user. Use this for tool discovery because it returns pagination metadata such as `nextPageToken` and `totalSize`.

Input schema

NameTypeRequiredDescription

identifierstringrequiredUser's connected account identifier

filterScopedToolFilteroptionalFilter by providers, tool names, or connection names

pageSizenumberoptionalMaximum tools per page. Use 100 for discovery so connectors with more than the default page are not truncated.

pageTokenstringoptionalOpaque cursor from a previous list response

Response schema ListScopedToolsResponse

Field Type Description

tools array List of tool schemas

tools\[].name string Tool name

tools\[].description string Tool description

tools\[].inputSchema object JSON Schema for tool inputs. Pass directly to LLM API.

nextPageToken string Token for the next page, if any

Example

```ts
1
const { tools } = await scalekit.tools.listScopedTools('user@example.com', {
2
  filter: { connectionNames: ['gmail'] },
3
  pageSize: 100,
4
});
5
// Pass tools to your LLM's tool call API
```

#### listAvailableTools

[Section titled “listAvailableTools”](#listavailabletools)

Lists tools available for a given identifier. These tools can be activated but may not yet be scoped to the user.

Input schema

NameTypeRequiredDescription

identifierstringrequiredUser's connected account identifier

pageSizenumberoptionalMaximum tools per page (server default if omitted)

pageTokenstringoptionalOpaque cursor from a previous list response

Response schema ListAvailableToolsResponse

Field Type Description

tools array List of available tool schemas

nextPageToken string Token for the next page, if any

#### executeTool

[Section titled “executeTool”](#executetool-1)

Low-level tool execution. Prefer `scalekit.actions.executeTool` for most use cases.

Input schema

NameTypeRequiredDescription

toolNamestringrequiredRegistered tool name to execute

identifierstringoptionalEnd-user or workspace identifier used to resolve the connected account

paramsRecord\optionalTool arguments matching the tool input schema

connectedAccountIdstringoptionalConnected account ID (ca\_...) when you already know it

connectorstringoptionalConnector slug when the tool name exists on more than one connector

organizationIdstringoptionalOrganization tenant ID when your app scopes auth and accounts by org

userIdstringoptionalYour application user ID when you map Scalekit accounts to internal users

Returns ExecuteToolResponse. Same shape as `scalekit.actions.executeTool`.

***

## Error handling

[Section titled “Error handling”](#error-handling)

```ts
1
import {
2
  ScalekitNotFoundException,
3
  ScalekitServerException,
4
} from '@scalekit-sdk/node';
5


6
try {
7
  const account = await scalekit.actions.getConnectedAccount({
8
    connectionName: 'gmail',
9
    identifier: 'user@example.com',
10
  });
11
} catch (err) {
12
  if (err instanceof ScalekitNotFoundException) {
13
    // Account does not exist: create it or redirect to auth
14
  } else if (err instanceof ScalekitServerException) {
15
    // Network or server error
16
    console.error(err);
17
  }
18
}
```

| Exception                       | When raised                      |
| ------------------------------- | -------------------------------- |
| `ScalekitNotFoundException`     | Resource not found               |
| `ScalekitUnauthorizedException` | Invalid credentials              |
| `ScalekitForbiddenException`    | Insufficient permissions         |
| `ScalekitServerException`       | Base class for all server errors |

---
# DOCUMENT BOUNDARY
---

# Python SDK reference

> Complete API reference for the Scalekit Python SDK: actions client, MCP server provisioning, framework adapters, tools client, and modifiers.

`scalekit_client.actions` is the primary interface for AgentKit. It handles connected account management, MCP server provisioning, tool execution, and framework integrations.

## Install and initialize

[Section titled “Install and initialize”](#install-and-initialize)

**Requires Python 3.8 or later.** The public SDK on PyPI does not support Python 3.5–3.7. If you run a legacy Python environment, contact [support](mailto:support@scalekit.com) to discuss alternatives.

```bash
1
pip install scalekit-sdk-python
```

```python
1
import os
2
from scalekit import ScalekitClient
3


4
scalekit_client = ScalekitClient(
5
    env_url=os.environ["SCALEKIT_ENV_URL"],
6
    client_id=os.environ["SCALEKIT_CLIENT_ID"],
7
    client_secret=os.environ["SCALEKIT_CLIENT_SECRET"],
8
)
9


10
actions = scalekit_client.actions
```

***

## Actions client

[Section titled “Actions client”](#actions-client)

### Authentication

[Section titled “Authentication”](#authentication)

#### get\_authorization\_link

[Section titled “get\_authorization\_link”](#get_authorization_link)

Generates a time-limited OAuth magic link to authorize a user’s connection.

Input schema

NameTypeRequiredDescription

identifierstroptionalUser identifier (e.g. email)

connection\_namestroptionalConnector slug (e.g. gmail)

connected\_account\_idstroptionalDirect connected account ID (ca\_...)

statestroptionalOpaque value passed through to the redirect URL

user\_verify\_urlstroptionalApp redirect URL for user verification

Response schema MagicLinkResponse

Field Type Description

link str OAuth magic link URL. Redirect the user here to start the authorization flow.

expiry datetime Link expiry timestamp

Example

```python
1
magic_link = actions.get_authorization_link(
2
    identifier="user@example.com",
3
    connection_name="gmail",
4
    user_verify_url="https://your-app.com/verify",
5
)
6
# Redirect the user to magic_link.link
```

#### verify\_connected\_account\_user

[Section titled “verify\_connected\_account\_user”](#verify_connected_account_user)

Verifies the user after OAuth callback. Call this from your redirect URL handler.

Input schema

NameTypeRequiredDescription

auth\_request\_idstrrequiredToken from the redirect URL query params

identifierstrrequiredCurrent user identifier

Response schema VerifyConnectedAccountUserResponse

Field Type Description

post\_user\_verify\_redirect\_url str URL to redirect the user to after successful verification

Example

```python
1
result = actions.verify_connected_account_user(
2
    auth_request_id=request.args["auth_request_id"],
3
    identifier="user@example.com",
4
)
5
# Redirect to result.post_user_verify_redirect_url
```

***

### Connected accounts

[Section titled “Connected accounts”](#connected-accounts)

#### get\_or\_create\_connected\_account

[Section titled “get\_or\_create\_connected\_account”](#get_or_create_connected_account)

Fetches an existing connected account or creates one if none exists. Use this as the default when setting up a user.

Input schema

NameTypeRequiredDescription

connection\_namestrrequiredConnector slug

identifierstrrequiredUser's identifier

authorization\_detailsdictoptionalOAuth token or static auth details

organization\_idstroptionalOrganization tenant ID when your app scopes auth and accounts by org

user\_idstroptionalYour application user ID when you map Scalekit accounts to internal users

api\_configdictoptionalConnector-specific options (for example scopes or static auth fields)

Response schema CreateConnectedAccountResponse

Field Type Description

connected\_account.id str Account ID (ca\_...)

connected\_account.identifier str User's identifier

connected\_account.provider str Provider slug

connected\_account.status str ACTIVE, INACTIVE, or PENDING

connected\_account.authorization\_type str OAuth, API\_KEY, etc.

connected\_account.token\_expires\_at datetime OAuth token expiry

Example

```python
1
account = actions.get_or_create_connected_account(
2
    connection_name="gmail",
3
    identifier="user@example.com",
4
)
5
print(account.connected_account.id)
```

#### get\_connected\_account

[Section titled “get\_connected\_account”](#get_connected_account)

Fetches auth details for a connected account. Returns sensitive credentials. Protect access to this method.

Use this when you know the connected account already exists and you need its credential payload. For first-time setup or general application flows, prefer `get_or_create_connected_account` so new users do not hit a not-found error.

Requires `connected_account_id` **or** `connection_name` + `identifier`.

Input schema

NameTypeRequiredDescription

connection\_namestroptionalConnector slug. Use with identifier when you do not pass connected\_account\_id.

identifierstroptionalEnd-user or workspace identifier. Use with connection\_name.

connected\_account\_idstroptionalConnected account ID (ca\_...) when resolving by ID instead of name + identifier

Response schema GetConnectedAccountAuthResponse

Field Type Description

connected\_account.id str Account ID (ca\_...)

connected\_account.identifier str User's identifier

connected\_account.provider str Provider slug

connected\_account.status str ACTIVE, INACTIVE, or PENDING

connected\_account.authorization\_type str OAuth, API\_KEY, etc.

connected\_account.authorization\_details dict Credential payload (access token, API key, etc.)

connected\_account.token\_expires\_at datetime OAuth token expiry

connected\_account.last\_used\_at datetime Last time this account was used

connected\_account.updated\_at datetime Last update timestamp

#### list\_connected\_accounts

[Section titled “list\_connected\_accounts”](#list_connected_accounts)

Input schema

NameTypeRequiredDescription

connection\_namestroptionalFilter by connector

identifierstroptionalFilter by user identifier

providerstroptionalFilter by provider

Response schema ListConnectedAccountsResponse

Field Type Description

connected\_accounts list List of ConnectedAccountForList objects (excludes authorization\_details and api\_config)

total\_count int Total number of matching accounts

next\_page\_token str Token for the next page, if any

previous\_page\_token str Token for the previous page, if any

#### create\_connected\_account

[Section titled “create\_connected\_account”](#create_connected_account)

Creates a connected account with explicit auth details.

Input schema

NameTypeRequiredDescription

connection\_namestrrequiredConnector slug. Must match a connection configured in your environment.

identifierstrrequiredStable ID for this end user or workspace (email, user\_id, or custom string)

authorization\_detailsdictrequiredOAuth token payload, API key, or other credentials for this connector

organization\_idstroptionalOrganization tenant ID when your app scopes auth and accounts by org

user\_idstroptionalYour application user ID when you map Scalekit accounts to internal users

api\_configdictoptionalConnector-specific options (for example scopes or static auth fields)

Returns CreateConnectedAccountResponse. Same shape as `get_or_create_connected_account`.

#### update\_connected\_account

[Section titled “update\_connected\_account”](#update_connected_account)

Requires `connected_account_id` **or** `connection_name` + `identifier`.

Input schema

NameTypeRequiredDescription

connection\_namestroptionalConnector slug. Use with identifier when you do not pass connected\_account\_id.

identifierstroptionalEnd-user or workspace identifier. Use with connection\_name.

connected\_account\_idstroptionalConnected account ID (ca\_...) when updating by ID instead of name + identifier

authorization\_detailsdictoptionalReplace or merge stored credentials (OAuth tokens, API keys, etc.)

organization\_idstroptionalOrganization tenant ID when your app scopes auth and accounts by org

user\_idstroptionalYour application user ID when you map Scalekit accounts to internal users

api\_configdictoptionalConnector-specific configuration to persist on the account

Returns UpdateConnectedAccountResponse.

#### delete\_connected\_account

[Section titled “delete\_connected\_account”](#delete_connected_account)

Deletes a connected account and revokes its credentials. Requires `connected_account_id` **or** `connection_name` + `identifier`.

Input schema

NameTypeRequiredDescription

connection\_namestroptionalConnector slug. Use with identifier when you do not pass connected\_account\_id.

identifierstroptionalEnd-user or workspace identifier. Use with connection\_name.

connected\_account\_idstroptionalConnected account ID (ca\_...) when deleting by ID instead of name + identifier

Returns DeleteConnectedAccountResponse.

***

### Tool execution

[Section titled “Tool execution”](#tool-execution)

#### execute\_tool

[Section titled “execute\_tool”](#execute_tool)

Executes a named tool via Scalekit. Pre- and post-modifiers run automatically if registered.

Input schema

NameTypeRequiredDescription

tool\_namestrrequiredTool name (e.g. gmail\_fetch\_emails)

tool\_inputdictrequiredParameters the tool expects

identifierstroptionalUser's identifier

connected\_account\_idstroptionalDirect connected account ID

Response schema ExecuteToolResponse

Field Type Description

data dict Tool structured output

execution\_id str Unique ID for this execution

Example

```python
1
result = actions.execute_tool(
2
    tool_name="gmail_fetch_emails",
3
    tool_input={"max_results": 5, "label": "UNREAD"},
4
    identifier="user@example.com",
5
)
6
emails = result.data
```

***

### Proxied API calls

[Section titled “Proxied API calls”](#proxied-api-calls)

#### request

[Section titled “request”](#request)

Makes a REST API call on behalf of a connected account. Scalekit injects the user’s OAuth token automatically.

Input schema

NameTypeRequiredDescription

connection\_namestrrequiredConnector slug

identifierstrrequiredUser's identifier

pathstrrequiredAPI path (e.g. /gmail/v1/users/me/messages)

methodstroptionalHTTP method. Default: GET

query\_paramsdictoptionalURL query parameters appended to path

bodyanyoptionalJSON-serializable body for POST, PUT, PATCH, or similar methods

form\_datadictoptionalMultipart form fields when the upstream API expects form data instead of JSON

headersdictoptionalExtra HTTP headers merged with Scalekit-injected auth headers

Returns `requests.Response`. Use `.json()`, `.status_code`, and standard response attributes.

Example

```python
1
response = actions.request(
2
    connection_name="gmail",
3
    identifier="user@example.com",
4
    path="/gmail/v1/users/me/messages",
5
    query_params={"maxResults": 5, "q": "is:unread"},
6
)
7
messages = response.json()["messages"]
```

***

## MCP server provisioning

[Section titled “MCP server provisioning”](#mcp-server-provisioning)

`actions.mcp` manages Virtual MCP Servers. Any MCP-compatible agent framework (LangChain, Google ADK, Anthropic, OpenAI, and others) can connect to these servers directly.

**Two-step model:** Create a **config** once (defines which connectors and tools to expose) to get a static Virtual MCP Server URL. Before each agent run, mint a short-lived session token to authenticate the user.

### Configs

[Section titled “Configs”](#configs)

#### actions.mcp.create\_config

[Section titled “actions.mcp.create\_config”](#actionsmcpcreate_config)

Input schema

NameTypeRequiredDescription

namestrrequiredConfig name

descriptionstroptionalHuman-readable summary of what this MCP config exposes

connection\_tool\_mappingslistoptionalList of McpConfigConnectionToolMapping objects

Response schema CreateMcpConfigResponse

Field Type Description

config.id str Config ID

config.name str Config name

config.connection\_tool\_mappings list Connector-to-tools mappings

Example

```python
1
from scalekit.actions.models.mcp_config import McpConfigConnectionToolMapping
2


3
config = actions.mcp.create_config(
4
    name="email-agent",
5
    connection_tool_mappings=[
6
        McpConfigConnectionToolMapping(
7
            connection_name="gmail",
8
            tools=["gmail_fetch_emails", "gmail_send_email"],
9
        )
10
    ],
11
)
```

#### actions.mcp.list\_configs

[Section titled “actions.mcp.list\_configs”](#actionsmcplist_configs)

Input schema

NameTypeRequiredDescription

page\_sizeintoptionalMaximum configs per page (server default if omitted)

page\_tokenstroptionalOpaque cursor from a previous list response

filter\_namestroptionalFilter by exact name

filter\_providerstroptionalFilter by provider slug

searchstroptionalFree-text search on name

Returns ListMcpConfigsResponse.

#### actions.mcp.update\_config

[Section titled “actions.mcp.update\_config”](#actionsmcpupdate_config)

Input schema

NameTypeRequiredDescription

config\_idstrrequiredMCP config ID from create\_config or list\_configs

descriptionstroptionalNew human-readable description for this config

connection\_tool\_mappingslistoptionalReplaces existing mappings

Returns UpdateMcpConfigResponse.

#### actions.mcp.delete\_config

[Section titled “actions.mcp.delete\_config”](#actionsmcpdelete_config)

Input schema

NameTypeRequiredDescription

config\_idstrrequiredMCP config ID to delete

Returns DeleteMcpConfigResponse.

### Session tokens

[Section titled “Session tokens”](#session-tokens)

#### actions.mcp.list\_mcp\_connected\_accounts

[Section titled “actions.mcp.list\_mcp\_connected\_accounts”](#actionsmcplist_mcp_connected_accounts)

Returns the connection status for each connector configured in a Virtual MCP Server, for a specific user. Call this before minting a session token to verify all connections are `ACTIVE`.

Input schema

NameTypeRequiredDescription

config\_idstrrequiredVirtual MCP Server config ID from list\_configs or create\_config

identifierstrrequiredUser identifier

Response schema ListMcpConnectedAccountsResponse

Field Type Description

connected\_accounts list One entry per connector configured in the Virtual MCP Server

connected\_accounts\[].connection\_name str Connector slug

connected\_accounts\[].connected\_account\_status str ACTIVE, PENDING, EXPIRED, REVOKED, or ERROR

Example

```python
1
accounts_response = scalekit_client.actions.mcp.list_mcp_connected_accounts(
2
    config_id=mcp_id,
3
    identifier="user@example.com",
4
)
5
for account in accounts_response.connected_accounts:
6
    if account.connected_account_status != "ACTIVE":
7
        print(f"{account.connection_name} is not active — prompt user to authorize")
```

#### actions.mcp.create\_session\_token

[Section titled “actions.mcp.create\_session\_token”](#actionsmcpcreate_session_token)

Mints a short-lived session token scoped to a user and a Virtual MCP Server config. Pass the token as a bearer auth header when connecting to the MCP server. Mint a fresh token before each agent run.

Input schema

NameTypeRequiredDescription

mcp\_config\_idstrrequiredVirtual MCP Server config ID

identifierstrrequiredUser identifier

expirytimedeltaoptionalToken lifetime (default: 1 hour). Set longer than the expected agent run duration.

Response schema CreateMcpSessionTokenResponse

Field Type Description

token str Bearer token to pass as Authorization header

Example

```python
1
from datetime import timedelta
2


3
token_response = scalekit_client.actions.mcp.create_session_token(
4
    mcp_config_id=mcp_id,
5
    identifier="user@example.com",
6
    expiry=timedelta(hours=1),
7
)
8
token = token_response.token
9
# Pass as: {"Authorization": f"Bearer {token}"}
```

***

## Framework adapters

[Section titled “Framework adapters”](#framework-adapters)

Pre-built integrations for LangChain and Google ADK. Use these when your agent runs in one of these frameworks and you prefer native tool objects over an MCP URL.

MCP is the recommended path

Virtual MCP Servers expose a static URL compatible with any MCP-supporting framework. Use framework adapters only when native tool objects are required.

### LangChain

[Section titled “LangChain”](#langchain)

```bash
1
pip install langchain
```

#### actions.langchain.get\_tools

[Section titled “actions.langchain.get\_tools”](#actionslangchainget_tools)

Input schema

NameTypeRequiredDescription

identifierstrrequiredUser connected account identifier

providerslistoptionalFilter by provider (e.g. \["google"])

tool\_nameslistoptionalFilter by tool name

connection\_nameslistoptionalFilter by connection name

page\_sizeintoptionalMaximum tools per page. Use 100 for discovery so connectors with more than the default page are not truncated.

page\_tokenstroptionalOpaque cursor from a previous list response

Response schema List\[StructuredTool]

Field Type Description

\[].name str Tool name

\[].description str Tool description

\[].args\_schema object Pydantic schema for the tool inputs

Example

```python
1
from langchain.agents import create_react_agent
2


3
tools = actions.langchain.get_tools(
4
    identifier="user@example.com",
5
    page_size=100,  # avoid missing tools when a connector has more than the default page
6
)
7
agent = create_react_agent(llm=llm, tools=tools, prompt=prompt)
```

### Google ADK

[Section titled “Google ADK”](#google-adk)

```bash
1
pip install google-adk
```

#### actions.google.get\_tools

[Section titled “actions.google.get\_tools”](#actionsgoogleget_tools)

Same parameters as `actions.langchain.get_tools`.

Returns `List[ScalekitGoogleAdkTool]`. Pass it directly to a Google ADK agent.

Example

```python
1
tools = actions.google.get_tools(
2
    identifier="user@example.com",
3
    page_size=100,  # avoid missing tools when a connector has more than the default page
4
)
```

***

## Tools client

[Section titled “Tools client”](#tools-client)

`scalekit_client.actions.tools` gives access to raw tool schemas. Use this when building a custom adapter or passing schemas directly to an LLM API (e.g. Anthropic, OpenAI).

#### actions.tools.list\_tools

[Section titled “actions.tools.list\_tools”](#actionstoolslist_tools)

Input schema

NameTypeRequiredDescription

filterFilteroptionalFilter by provider, identifier, or tool name

page\_sizeintoptionalMaximum tools per page. Use 100 for discovery so connectors with more than the default page are not truncated.

page\_tokenstroptionalOpaque cursor from a previous list response

Response schema ListToolsResponse

Field Type Description

tools list List of tool schemas (name, description, input schema)

next\_page\_token str Token for the next page, if any

#### actions.tools.list\_scoped\_tools

[Section titled “actions.tools.list\_scoped\_tools”](#actionstoolslist_scoped_tools)

Lists tools scoped to a specific user. Use this method for tool discovery because it returns pagination metadata such as `next_page_token` and `total_size`; framework `get_tools()` helpers return framework-ready tool objects and do not expose that metadata.

Input schema

NameTypeRequiredDescription

identifierstrrequiredUser connected account identifier

filterScopedToolFilteroptionalFilter by providers, tool names, or connection names

page\_sizeintoptionalMaximum tools per page. Use 100 for discovery so connectors with more than the default page are not truncated.

page\_tokenstroptionalOpaque cursor from a previous list response

Response schema ListScopedToolsResponse

Field Type Description

tools list List of tool schemas (name, description, input\_schema)

tools\[].name str Tool name

tools\[].description str Tool description

tools\[].input\_schema object JSON Schema for tool inputs. Pass directly to LLM API.

next\_page\_token str Token for the next page, if any

Example

```python
1
tools_response = scalekit_client.actions.tools.list_scoped_tools(
2
    identifier="user@example.com",
3
    page_size=100,
4
)
5
# Pass tools_response.tools to your LLM's tool call API
```

#### actions.tools.execute\_tool

[Section titled “actions.tools.execute\_tool”](#actionstoolsexecute_tool)

Low-level tool execution. Bypasses modifiers. Prefer `actions.execute_tool` in most cases.

Input schema

NameTypeRequiredDescription

tool\_namestrrequiredRegistered tool name to execute

identifierstrrequiredEnd-user or workspace identifier used to resolve the connected account

paramsdictoptionalTool arguments matching the tool input schema

connected\_account\_idstroptionalConnected account ID (ca\_...) when you already know it

Returns ExecuteToolResponse. Same shape as `actions.execute_tool`.

***

## Modifiers

[Section titled “Modifiers”](#modifiers)

Modifiers intercept tool calls to transform inputs or outputs, useful for validation, enrichment, or logging.

```python
1
@actions.pre_modifier(tool_names=["gmail_fetch_emails"])
2
def add_default_label(tool_input):
3
    tool_input.setdefault("label", "UNREAD")
4
    return tool_input
5


6
@actions.post_modifier(tool_names=["gmail_fetch_emails"])
7
def filter_attachments(tool_output):
8
    tool_output["emails"] = [e for e in tool_output["emails"] if not e.get("has_attachment")]
9
    return tool_output
```

| Decorator                            | Receives | Returns         |
| ------------------------------------ | -------- | --------------- |
| `@actions.pre_modifier(tool_names)`  | `dict`   | Modified `dict` |
| `@actions.post_modifier(tool_names)` | `dict`   | Modified `dict` |

`tool_names` accepts a string or a list of strings. Multiple modifiers for the same tool chain in registration order.

***

## Error handling

[Section titled “Error handling”](#error-handling)

```python
1
from scalekit.common.exceptions import ScalekitNotFoundException, ScalekitServerException
2


3
try:
4
    account = actions.get_connected_account(
5
        connection_name="gmail",
6
        identifier="user@example.com",
7
    )
8
except ScalekitNotFoundException:
9
    # Account does not exist: create it or redirect to auth
10
    pass
11
except ScalekitServerException as e:
12
    print(e.error_code, e.http_status)
```

| Exception                       | When raised                      |
| ------------------------------- | -------------------------------- |
| `ScalekitNotFoundException`     | Resource not found               |
| `ScalekitUnauthorizedException` | Invalid credentials              |
| `ScalekitForbiddenException`    | Insufficient permissions         |
| `ScalekitServerException`       | Base class for all server errors |

---
# DOCUMENT BOUNDARY
---

# Authorize a user

> Generate an authorization link, send it to your user, and confirm their connected account is active before your agent executes tools.

Once a connection is configured, your users need to grant your agent access to their account. This happens once per user per connection. Scalekit stores their tokens and keeps them fresh automatically.

The flow is:

1. Create a connected account for the user
2. Generate an authorization link and send it to the user
3. The user completes the OAuth consent screen
4. The connected account becomes `ACTIVE`. Your agent can now execute tools.

## Create a connected account and generate a link

[Section titled “Create a connected account and generate a link”](#create-a-connected-account-and-generate-a-link)

* Python

  ```python
  1
  # Create or retrieve the connected account for this user
  2
  response = actions.get_or_create_connected_account(
  3
      connection_name="gmail",
  4
      identifier="user_123"  # your app's unique user ID
  5
  )
  6
  connected_account = response.connected_account
  7


  8
  # Generate the authorization link if the account is not yet active
  9
  if connected_account.status != "ACTIVE":
  10
      link_response = actions.get_authorization_link(
  11
          connection_name="gmail",
  12
          identifier="user_123"
  13
      )
  14
      auth_url = link_response.link
  15
      # Redirect or send auth_url to the user
  ```

* Node.js

  ```typescript
  1
  import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb';
  2


  3
  // Create or retrieve the connected account for this user
  4
  const response = await actions.getOrCreateConnectedAccount({
  5
    connectionName: 'gmail',
  6
    identifier: 'user_123',  // your app's unique user ID
  7
  });
  8


  9
  const connectedAccount = response.connectedAccount;
  10


  11
  // Generate the authorization link if the account is not yet active
  12
  if (connectedAccount?.status !== ConnectorStatus.ACTIVE) {
  13
    const linkResponse = await actions.getAuthorizationLink({
  14
      connectionName: 'gmail',
  15
      identifier: 'user_123',
  16
    });
  17
    const authUrl = linkResponse.link;
  18
    // Redirect or send authUrl to the user
  19
  }
  ```

## Send the link to the user

[Section titled “Send the link to the user”](#send-the-link-to-the-user)

How you deliver the link depends on your application:

* **Web app:** redirect the user to `auth_url` directly if they’re in an active browser session
* **Email or notification:** send the link when the user isn’t actively in your app, or when connecting at their own pace is acceptable
* **In-app prompt:** show a button (“Connect Gmail”) when you want to prompt connection at a specific moment in the user’s workflow

Once the user opens the link and approves the OAuth consent screen, Scalekit exchanges the authorization code for tokens and marks the connected account `ACTIVE`. You do not need to handle the OAuth callback yourself.

Production: add user verification

By default, any user who completes the OAuth flow activates the connected account. In production, verify that the authorizing user matches the user your app intended to connect. See [Verify user identity](/agentkit/user-verification/).

## Check status and re-authorize

[Section titled “Check status and re-authorize”](#check-status-and-re-authorize)

Check the connected account status before executing tools. Tokens can expire or be revoked, so generate a new authorization link using the same flow when that happens.

* Python

  ```python
  1
  response = actions.get_or_create_connected_account(
  2
      connection_name="gmail",
  3
      identifier="user_123"
  4
  )
  5
  connected_account = response.connected_account
  6
  # ACTIVE: ready for tool calls
  7
  # PENDING: user has not completed the OAuth flow
  8
  # EXPIRED: tokens expired, re-authorization required
  9
  # REVOKED: user revoked access from the provider
  10


  11
  if connected_account.status != "ACTIVE":
  12
      link_response = actions.get_authorization_link(
  13
          connection_name="gmail",
  14
          identifier="user_123"
  15
      )
  16
      # Redirect or send link_response.link to the user
  ```

* Node.js

  ```typescript
  1
  import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb';
  2


  3
  const response = await actions.getOrCreateConnectedAccount({
  4
    connectionName: 'gmail',
  5
    identifier: 'user_123',
  6
  });
  7


  8
  const connectedAccount = response.connectedAccount;
  9
  // ACTIVE: ready for tool calls
  10
  // PENDING: user has not completed the OAuth flow
  11
  // EXPIRED: tokens expired, re-authorization required
  12
  // REVOKED: user revoked access from the provider
  13


  14
  if (connectedAccount?.status !== ConnectorStatus.ACTIVE) {
  15
    const linkResponse = await actions.getAuthorizationLink({
  16
      connectionName: 'gmail',
  17
      identifier: 'user_123',
  18
    });
  19
    // Redirect or send linkResponse.link to the user
  20
  }
  ```

---
# DOCUMENT BOUNDARY
---

# Pre and Post Processors

> Learn how to create pre and post processor workflows that are run before or after tool execution with Agent Auth.

Custom pre and post processors are a way to create custom workflows that are run before or after tool execution with Agent Auth. They are useful for:

* Validating and transforming input data
* Processing and Formatting output data
* Adding additional context to the tool execution

## Usage

[Section titled “Usage”](#usage)

---
# DOCUMENT BOUNDARY
---

# Custom tools

> Build tools that Scalekit does not provide out of the box by proxying provider API calls through connected accounts.

When you need a connector tool that Scalekit doesn’t offer as a pre-built tool, use **API Proxy mode**. You define the tool contract and call the provider endpoint through `actions.request`. Scalekit injects the user’s credentials from their connected account; your agent never handles raw tokens.

| Option                   | Best for                          | Who defines tool schema |
| ------------------------ | --------------------------------- | ----------------------- |
| Scalekit optimized tools | Common connector tools            | Scalekit                |
| Custom tools (API Proxy) | Unsupported or app-specific tools | Your application        |

This page assumes the user has an `ACTIVE` connected account. If not, see [Authorize a user](/agentkit/tools/authorize/).

## Find the right endpoint

[Section titled “Find the right endpoint”](#find-the-right-endpoint)

The `path` you pass to `actions.request` is forwarded directly to the provider’s API; Scalekit only adds authentication headers. Look up the provider’s API reference to get the correct path, method, and request shape.

| Connector  | API reference                                                                                    |
| ---------- | ------------------------------------------------------------------------------------------------ |
| Gmail      | [Google Gmail API](https://developers.google.com/gmail/api/reference/rest)                       |
| Slack      | [Slack API methods](https://api.slack.com/methods)                                               |
| GitHub     | [GitHub REST API](https://docs.github.com/en/rest)                                               |
| Salesforce | [Salesforce REST API](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/) |
| HubSpot    | [HubSpot API](https://developers.hubspot.com/docs/api/overview)                                  |

Base URL is managed by Scalekit

Provide only the path; Scalekit resolves the correct base URL for the connector and injects the user’s credentials automatically.

## Define your tool contract

[Section titled “Define your tool contract”](#define-your-tool-contract)

Design the tool around your agent’s intent, not the provider’s API surface. For example, to list Gmail filters:

* **Tool name:** `gmail_list_filters` (describes the action, not the endpoint)
* **Input:** `identifier` (your app’s user ID)
* **Output:** `{ filters: [...], count: N }` (structured, not the raw Gmail response)

Keep schemas focused on what the model needs. Strip provider-specific noise before returning data.

## Proxy the API call

[Section titled “Proxy the API call”](#proxy-the-api-call)

Use `actions.request` to call any provider endpoint. Scalekit handles credential injection.

**GET requests:** pass query parameters as a dict:

* Python

  ```python
  1
  def gmail_list_filters(identifier: str):
  2
      response = actions.request(
  3
          connection_name="gmail",
  4
          identifier=identifier,
  5
          method="GET",
  6
          path="/gmail/v1/users/me/settings/filters",
  7
      )
  8
      data = response.json()
  9
      return {"filters": data.get("filter", []), "count": len(data.get("filter", []))}
  10


  11
  def gmail_list_unread(identifier: str, max_results: int = 10):
  12
      response = actions.request(
  13
          connection_name="gmail",
  14
          identifier=identifier,
  15
          method="GET",
  16
          path="/gmail/v1/users/me/messages",
  17
          query_params={"q": "is:unread", "maxResults": max_results},
  18
      )
  19
      return {"messages": response.json().get("messages", [])}
  ```

* Node.js

  ```typescript
  1
  async function gmailListFilters(identifier: string) {
  2
    const response = await scalekit.actions.request({
  3
      connectionName: 'gmail',
  4
      identifier,
  5
      method: 'GET',
  6
      path: '/gmail/v1/users/me/settings/filters',
  7
    });
  8
    const filters = response.data?.filter ?? [];
  9
    return { filters, count: filters.length };
  10
  }
  11


  12
  async function gmailListUnread(identifier: string, maxResults = 10) {
  13
    const response = await scalekit.actions.request({
  14
      connectionName: 'gmail',
  15
      identifier,
  16
      method: 'GET',
  17
      path: '/gmail/v1/users/me/messages',
  18
      queryParams: { q: 'is:unread', maxResults },
  19
    });
  20
    return { messages: response.data?.messages ?? [] };
  21
  }
  ```

**POST requests:** pass a body for write operations:

* Python

  ```python
  1
  def slack_send_message(identifier: str, channel: str, text: str):
  2
      response = actions.request(
  3
          connection_name="slack",
  4
          identifier=identifier,
  5
          method="POST",
  6
          path="/api/chat.postMessage",
  7
          body={"channel": channel, "text": text},
  8
      )
  9
      data = response.json()
  10
      if not data.get("ok"):
  11
          raise ValueError(f"Slack error: {data.get('error')}")
  12
      return {"ts": data.get("ts"), "channel": data.get("channel")}
  ```

* Node.js

  ```typescript
  1
  async function slackSendMessage(identifier: string, channel: string, text: string) {
  2
    const response = await scalekit.actions.request({
  3
      connectionName: 'slack',
  4
      identifier,
  5
      method: 'POST',
  6
      path: '/api/chat.postMessage',
  7
      body: { channel, text },
  8
    });
  9
    if (!response.data?.ok) throw new Error(`Slack error: ${response.data?.error}`);
  10
    return { ts: response.data.ts, channel: response.data.channel };
  11
  }
  ```

## Check authorization before proxy calls

[Section titled “Check authorization before proxy calls”](#check-authorization-before-proxy-calls)

Verify the connected account is `ACTIVE` before making a proxy call and handle provider errors explicitly:

* Python

  ```python
  1
  account = actions.get_or_create_connected_account(
  2
      connection_name="gmail",
  3
      identifier=identifier,
  4
  ).connected_account
  5


  6
  if account.status != "ACTIVE":
  7
      raise ValueError("Connected account is not ACTIVE. Re-authorize the user.")
  ```

* Node.js

  ```typescript
  1
  import { ConnectorStatus } from '@scalekit-sdk/node/lib/pkg/grpc/scalekit/v1/connected_accounts/connected_accounts_pb';
  2


  3
  const account = (await scalekit.actions.getOrCreateConnectedAccount({
  4
    connectionName: 'gmail',
  5
    identifier,
  6
  })).connectedAccount;
  7


  8
  if (account?.status !== ConnectorStatus.ACTIVE) {
  9
    throw new Error('Connected account is not ACTIVE. Re-authorize the user.');
  10
  }
  ```

## Best practices

[Section titled “Best practices”](#best-practices)

* Expose only the fields your model needs; keep schemas small
* Validate inputs server-side; never trust model-generated parameters
* Use predictable JSON keys; return stable output across calls
* Map provider errors to clear tool errors; don’t leak raw provider payloads to prompts

---
# DOCUMENT BOUNDARY
---

# Proxy Tools

> Learn how to make direct API calls to providers using Agent Auth's proxy tools.

Custom tool definitions allow you to create specialized tools tailored to your specific business needs. You can combine multiple provider tools, add custom logic, and create reusable workflows that go beyond standard tool functionality.

## What are custom tools?

[Section titled “What are custom tools?”](#what-are-custom-tools)

Custom tools are user-defined functions that:

* **Extend existing tools**: Build on top of standard provider tools
* **Combine multiple operations**: Create workflows that use multiple tools
* **Add business logic**: Include custom validation, processing, and formatting
* **Create reusable patterns**: Standardize common operations across your team
* **Integrate with external systems**: Connect to your own APIs and services

## Custom tool structure

[Section titled “Custom tool structure”](#custom-tool-structure)

Every custom tool follows a standardized structure:

```javascript
1
{
2
  name: 'custom_tool_name',
3
  display_name: 'Custom Tool Display Name',
4
  description: 'Description of what the tool does',
5
  category: 'custom',
6
  provider: 'custom',
7
  input_schema: {
8
    type: 'object',
9
    properties: {
10
      // Define input parameters
11
    },
12
    required: ['required_param']
13
  },
14
  output_schema: {
15
    type: 'object',
16
    properties: {
17
      // Define output format
18
    }
19
  },
20
  implementation: async (parameters, context) => {
21
    // Custom tool logic
22
    return result;
23
  }
24
}
```

## Creating custom tools

[Section titled “Creating custom tools”](#creating-custom-tools)

### Basic custom tool

[Section titled “Basic custom tool”](#basic-custom-tool)

Here’s a simple custom tool that sends a welcome email:

```javascript
1
const sendWelcomeEmail = {
2
  name: 'send_welcome_email',
3
  display_name: 'Send Welcome Email',
4
  description: 'Send a personalized welcome email to new users',
5
  category: 'communication',
6
  provider: 'custom',
7
  input_schema: {
8
    type: 'object',
9
    properties: {
10
      user_name: {
11
        type: 'string',
12
        description: 'Name of the new user'
13
      },
14
      user_email: {
15
        type: 'string',
16
        format: 'email',
17
        description: 'Email address of the new user'
18
      },
19
      company_name: {
20
        type: 'string',
21
        description: 'Name of the company'
22
      }
23
    },
24
    required: ['user_name', 'user_email', 'company_name']
25
  },
26
  output_schema: {
27
    type: 'object',
28
    properties: {
29
      message_id: {
30
        type: 'string',
31
        description: 'ID of the sent email'
32
      },
33
      status: {
34
        type: 'string',
35
        enum: ['sent', 'failed'],
36
        description: 'Status of the email'
37
      }
38
    }
39
  },
40
  implementation: async (parameters, context) => {
41
    const { user_name, user_email, company_name } = parameters;
42


43
    // Generate personalized email content
44
    const emailBody = `
45
      Welcome to ${company_name}, ${user_name}!
46


47
      We're excited to have you join our team. Here are some next steps:
48


49
      1. Complete your profile setup
50
      2. Join our Slack workspace
51
      3. Schedule a meeting with your manager
52


53
      If you have any questions, don't hesitate to reach out!
54


55
      Best regards,
56
      The ${company_name} Team
57
    `;
58


59
    // Send email using standard email tool
60
    const result = await context.tools.execute({
61
      tool: 'send_email',
62
      parameters: {
63
        to: [user_email],
64
        subject: `Welcome to ${company_name}!`,
65
        body: emailBody
66
      }
67
    });
68


69
    return {
70
      message_id: result.message_id,
71
      status: result.status === 'sent' ? 'sent' : 'failed'
72
    };
73
  }
74
};
```

### Multi-step workflow tool

[Section titled “Multi-step workflow tool”](#multi-step-workflow-tool)

Create a tool that combines multiple operations:

```javascript
1
const createProjectWorkflow = {
2
  name: 'create_project_workflow',
3
  display_name: 'Create Project Workflow',
4
  description: 'Create a complete project setup with Jira project, Slack channel, and team notifications',
5
  category: 'project_management',
6
  provider: 'custom',
7
  input_schema: {
8
    type: 'object',
9
    properties: {
10
      project_name: {
11
        type: 'string',
12
        description: 'Name of the project'
13
      },
14
      project_key: {
15
        type: 'string',
16
        description: 'Project key for Jira'
17
      },
18
      team_members: {
19
        type: 'array',
20
        items: { type: 'string', format: 'email' },
21
        description: 'Team member email addresses'
22
      },
23
      project_description: {
24
        type: 'string',
25
        description: 'Project description'
26
      }
27
    },
28
    required: ['project_name', 'project_key', 'team_members']
29
  },
30
  output_schema: {
31
    type: 'object',
32
    properties: {
33
      jira_project_id: { type: 'string' },
34
      slack_channel_id: { type: 'string' },
35
      notifications_sent: { type: 'number' }
36
    }
37
  },
38
  implementation: async (parameters, context) => {
39
    const { project_name, project_key, team_members, project_description } = parameters;
40


41
    try {
42
      // Step 1: Create Jira project
43
      const jiraProject = await context.tools.execute({
44
        tool: 'create_jira_project',
45
        parameters: {
46
          key: project_key,
47
          name: project_name,
48
          description: project_description,
49
          project_type: 'software'
50
        }
51
      });
52


53
      // Step 2: Create Slack channel
54
      const slackChannel = await context.tools.execute({
55
        tool: 'create_channel',
56
        parameters: {
57
          name: `${project_key.toLowerCase()}-team`,
58
          topic: `Discussion for ${project_name}`,
59
          is_private: false
60
        }
61
      });
62


63
      // Step 3: Send notifications to team members
64
      let notificationCount = 0;
65
      for (const member of team_members) {
66
        try {
67
          await context.tools.execute({
68
            tool: 'send_email',
69
            parameters: {
70
              to: [member],
71
              subject: `New Project: ${project_name}`,
72
              body: `
73
                You've been added to the new project "${project_name}".
74


75
                Jira Project: ${jiraProject.project_url}
76
                Slack Channel: #${slackChannel.channel_name}
77


78
                Please join the Slack channel to start collaborating!
79
              `
80
            }
81
          });
82
          notificationCount++;
83
        } catch (error) {
84
          console.error(`Failed to send notification to ${member}:`, error);
85
        }
86
      }
87


88
      // Step 4: Post welcome message to Slack channel
89
      await context.tools.execute({
90
        tool: 'send_message',
91
        parameters: {
92
          channel: `#${slackChannel.channel_name}`,
93
          text: `<� Welcome to ${project_name}! This channel is for project discussion and updates.`
94
        }
95
      });
96


97
      return {
98
        jira_project_id: jiraProject.project_id,
99
        slack_channel_id: slackChannel.channel_id,
100
        notifications_sent: notificationCount
101
      };
102


103
    } catch (error) {
104
      throw new Error(`Project creation failed: ${error.message}`);
105
    }
106
  }
107
};
```

### Data processing tool

[Section titled “Data processing tool”](#data-processing-tool)

Create a tool that processes and analyzes data:

```javascript
1
const generateTeamReport = {
2
  name: 'generate_team_report',
3
  display_name: 'Generate Team Report',
4
  description: 'Generate a comprehensive team performance report from multiple sources',
5
  category: 'analytics',
6
  provider: 'custom',
7
  input_schema: {
8
    type: 'object',
9
    properties: {
10
      team_members: {
11
        type: 'array',
12
        items: { type: 'string', format: 'email' },
13
        description: 'Team member email addresses'
14
      },
15
      start_date: {
16
        type: 'string',
17
        format: 'date',
18
        description: 'Report start date'
19
      },
20
      end_date: {
21
        type: 'string',
22
        format: 'date',
23
        description: 'Report end date'
24
      },
25
      include_calendar: {
26
        type: 'boolean',
27
        default: true,
28
        description: 'Include calendar analysis'
29
      }
30
    },
31
    required: ['team_members', 'start_date', 'end_date']
32
  },
33
  output_schema: {
34
    type: 'object',
35
    properties: {
36
      report_url: { type: 'string' },
37
      summary: { type: 'object' },
38
      sent_to: { type: 'array', items: { type: 'string' } }
39
    }
40
  },
41
  implementation: async (parameters, context) => {
42
    const { team_members, start_date, end_date, include_calendar } = parameters;
43


44
    // Fetch Jira issues assigned to team members
45
    const jiraIssues = await context.tools.execute({
46
      tool: 'fetch_issues',
47
      parameters: {
48
        jql: `assignee in (${team_members.join(',')}) AND created >= ${start_date} AND created <= ${end_date}`,
49
        fields: ['summary', 'status', 'assignee', 'created', 'resolved']
50
      }
51
    });
52


53
    // Fetch calendar events if requested
54
    let calendarData = null;
55
    if (include_calendar) {
56
      calendarData = await context.tools.execute({
57
        tool: 'fetch_events',
58
        parameters: {
59
          start_date: start_date,
60
          end_date: end_date,
61
          attendees: team_members
62
        }
63
      });
64
    }
65


66
    // Process and analyze data
67
    const report = {
68
      period: { start_date, end_date },
69
      team_size: team_members.length,
70
      issues: {
71
        total: jiraIssues.issues.length,
72
        completed: jiraIssues.issues.filter(i => i.status === 'Done').length,
73
        in_progress: jiraIssues.issues.filter(i => i.status === 'In Progress').length
74
      },
75
      meetings: calendarData ? {
76
        total: calendarData.events.length,
77
        hours: calendarData.events.reduce((acc, event) => acc + event.duration, 0)
78
      } : null
79
    };
80


81
    // Generate HTML report
82
    const htmlReport = `
83
      
84
        Team Report - ${start_date} to ${end_date}
85
        
86
          

Team Performance Report

87

Summary

88

Team Size: ${report.team_size}

89

Total Issues: ${report.issues.total}

90

Completed Issues: ${report.issues.completed}

91

In Progress: ${report.issues.in_progress}

92 ${report.meetings ? `

Total Meetings: ${report.meetings.total}

` : ''} 93 94 95 `; 96 97 // Send report via email 98 const emailResults = await Promise.all( 99 team_members.map(member => 100 context.tools.execute({ 101 tool: 'send_email', 102 parameters: { 103 to: [member], 104 subject: `Team Report - ${start_date} to ${end_date}`, 105 html_body: htmlReport 106 } 107 }) 108 ) 109 ); 110 111 return { 112 report_url: 'Generated and sent via email', 113 summary: report, 114 sent_to: team_members.filter((_, index) => emailResults[index].status === 'sent') 115 }; 116 } 117 }; ``` ## Registering custom tools [Section titled “Registering custom tools”](#registering-custom-tools) ### Using the API [Section titled “Using the API”](#using-the-api) Register your custom tools with Agent Auth: * JavaScript ```javascript 1 // Register a custom tool 2 const registeredTool = await agentConnect.tools.register({ 3 ...sendWelcomeEmail, 4 organization_id: 'your_org_id' 5 }); 6 7 console.log('Tool registered:', registeredTool.id); ``` * Python ```python 1 # Register a custom tool 2 registered_tool = agent_connect.tools.register( 3 **send_welcome_email, 4 organization_id='your_org_id' 5 ) 6 7 print(f'Tool registered: {registered_tool.id}') ``` * cURL ```bash 1 curl -X POST "${SCALEKIT_BASE_URL}/v1/connect/tools/custom" \ 2 -H "Authorization: Bearer ${SCALEKIT_CLIENT_SECRET}" \ 3 -H "Content-Type: application/json" \ 4 -d '{ 5 "name": "send_welcome_email", 6 "display_name": "Send Welcome Email", 7 "description": "Send a personalized welcome email to new users", 8 "category": "communication", 9 "provider": "custom", 10 "input_schema": {...}, 11 "output_schema": {...}, 12 "implementation": "async (parameters, context) => {...}" 13 }' ``` ### Using the dashboard [Section titled “Using the dashboard”](#using-the-dashboard) 1. In the [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Tools** 2. Click **Create Custom Tool** 3. Fill in the tool definition form 4. Test the tool with sample parameters 5. Save and activate the tool ## Tool context and utilities [Section titled “Tool context and utilities”](#tool-context-and-utilities) The `context` object provides access to: ### Standard tools [Section titled “Standard tools”](#standard-tools) Execute any standard Agent Auth tool: ```javascript 1 // Execute standard tools 2 const result = await context.tools.execute({ 3 tool: 'send_email', 4 parameters: { ... } 5 }); 6 7 // Execute with specific connected account 8 const result = await context.tools.execute({ 9 connected_account_id: 'specific_account', 10 tool: 'send_email', 11 parameters: { ... } 12 }); ``` ### Connected accounts [Section titled “Connected accounts”](#connected-accounts) Access connected account information: ```javascript 1 // Get connected account details 2 const account = await context.accounts.get(accountId); 3 4 // List accounts for a user 5 const accounts = await context.accounts.list({ 6 identifier: 'user_123', 7 provider: 'gmail' 8 }); ``` ### Utilities [Section titled “Utilities”](#utilities) Access utility functions: ```javascript 1 // Generate unique IDs 2 const id = context.utils.generateId(); 3 4 // Format dates 5 const formatted = context.utils.formatDate(date, 'YYYY-MM-DD'); 6 7 // Validate email 8 const isValid = context.utils.isValidEmail(email); 9 10 // HTTP requests 11 const response = await context.utils.httpRequest({ 12 url: 'https://api.example.com/data', 13 method: 'GET', 14 headers: { 'Authorization': 'Bearer token' } 15 }); ``` ### Error handling [Section titled “Error handling”](#error-handling) Throw structured errors: ```javascript 1 // Throw validation error 2 throw new context.errors.ValidationError('Invalid email format'); 3 4 // Throw business logic error 5 throw new context.errors.BusinessLogicError('User not found'); 6 7 // Throw external API error 8 throw new context.errors.ExternalAPIError('GitHub API returned 500'); ``` ## Testing custom tools [Section titled “Testing custom tools”](#testing-custom-tools) ### Unit testing [Section titled “Unit testing”](#unit-testing) Test custom tools in isolation: ```javascript 1 // Mock context for testing 2 const mockContext = { 3 tools: { 4 execute: jest.fn().mockResolvedValue({ 5 message_id: 'test_msg_123', 6 status: 'sent' 7 }) 8 }, 9 utils: { 10 generateId: () => 'test_id_123', 11 formatDate: (date, format) => '2024-01-15' 12 } 13 }; 14 15 // Test custom tool 16 const result = await sendWelcomeEmail.implementation({ 17 user_name: 'John Doe', 18 user_email: 'john@example.com', 19 company_name: 'Acme Corp' 20 }, mockContext); 21 22 expect(result.status).toBe('sent'); 23 expect(mockContext.tools.execute).toHaveBeenCalledWith({ 24 tool: 'send_email', 25 parameters: expect.objectContaining({ 26 to: ['john@example.com'], 27 subject: 'Welcome to Acme Corp!' 28 }) 29 }); ``` ### Integration testing [Section titled “Integration testing”](#integration-testing) Test with real Agent Auth: ```javascript 1 // Test custom tool with real connections 2 const testResult = await agentConnect.tools.execute({ 3 connected_account_id: 'test_gmail_account', 4 tool: 'send_welcome_email', 5 parameters: { 6 user_name: 'Test User', 7 user_email: 'test@example.com', 8 company_name: 'Test Company' 9 } 10 }); 11 12 console.log('Test result:', testResult); ``` ## Best practices [Section titled “Best practices”](#best-practices) ### Tool design [Section titled “Tool design”](#tool-design) * **Single responsibility**: Each tool should have a clear, single purpose * **Consistent naming**: Use descriptive, consistent naming conventions * **Clear documentation**: Provide detailed descriptions and examples * **Error handling**: Implement comprehensive error handling * **Input validation**: Validate all input parameters ### Performance optimization [Section titled “Performance optimization”](#performance-optimization) * **Parallel execution**: Use Promise.all() for independent operations * **Caching**: Cache frequently accessed data * **Batch operations**: Group similar operations together * **Timeout handling**: Set appropriate timeouts for external calls ### Security considerations [Section titled “Security considerations”](#security-considerations) * **Input sanitization**: Sanitize all user inputs * **Permission checks**: Verify user permissions before execution * **Sensitive data**: Handle sensitive data securely * **Rate limiting**: Implement rate limiting for resource-intensive operations ## Custom tool examples [Section titled “Custom tool examples”](#custom-tool-examples) ### Slack notification tool [Section titled “Slack notification tool”](#slack-notification-tool) ```javascript 1 const sendSlackNotification = { 2 name: 'send_slack_notification', 3 display_name: 'Send Slack Notification', 4 description: 'Send formatted notifications to Slack with optional mentions', 5 category: 'communication', 6 provider: 'custom', 7 input_schema: { 8 type: 'object', 9 properties: { 10 channel: { type: 'string' }, 11 message: { type: 'string' }, 12 severity: { type: 'string', enum: ['info', 'warning', 'error'] }, 13 mentions: { type: 'array', items: { type: 'string' } } 14 }, 15 required: ['channel', 'message'] 16 }, 17 output_schema: { 18 type: 'object', 19 properties: { 20 message_ts: { type: 'string' }, 21 permalink: { type: 'string' } 22 } 23 }, 24 implementation: async (parameters, context) => { 25 const { channel, message, severity = 'info', mentions = [] } = parameters; 26 27 const colors = { 28 info: 'good', 29 warning: 'warning', 30 error: 'danger' 31 }; 32 33 const mentionText = mentions.length > 0 ? 34 `${mentions.map(m => `<@${m}>`).join(' ')} ` : ''; 35 36 return await context.tools.execute({ 37 tool: 'send_message', 38 parameters: { 39 channel, 40 text: `${mentionText}${message}`, 41 attachments: [ 42 { 43 color: colors[severity], 44 text: message, 45 ts: Math.floor(Date.now() / 1000) 46 } 47 ] 48 } 49 }); 50 } 51 }; ``` ### Calendar scheduling tool [Section titled “Calendar scheduling tool”](#calendar-scheduling-tool) ```javascript 1 const scheduleTeamMeeting = { 2 name: 'schedule_team_meeting', 3 display_name: 'Schedule Team Meeting', 4 description: 'Find available time slots and schedule team meetings', 5 category: 'scheduling', 6 provider: 'custom', 7 input_schema: { 8 type: 'object', 9 properties: { 10 attendees: { type: 'array', items: { type: 'string' } }, 11 duration: { type: 'number', minimum: 15 }, 12 preferred_times: { type: 'array', items: { type: 'string' } }, 13 meeting_title: { type: 'string' }, 14 meeting_description: { type: 'string' } 15 }, 16 required: ['attendees', 'duration', 'meeting_title'] 17 }, 18 output_schema: { 19 type: 'object', 20 properties: { 21 event_id: { type: 'string' }, 22 scheduled_time: { type: 'string' }, 23 attendees_notified: { type: 'number' } 24 } 25 }, 26 implementation: async (parameters, context) => { 27 const { attendees, duration, preferred_times, meeting_title, meeting_description } = parameters; 28 29 // Find available time slots 30 const availableSlots = await context.tools.execute({ 31 tool: 'find_available_slots', 32 parameters: { 33 attendees, 34 duration, 35 preferred_times: preferred_times || [] 36 } 37 }); 38 39 if (availableSlots.length === 0) { 40 throw new context.errors.BusinessLogicError('No available time slots found'); 41 } 42 43 // Schedule the meeting at the first available slot 44 const selectedSlot = availableSlots[0]; 45 const event = await context.tools.execute({ 46 tool: 'create_event', 47 parameters: { 48 title: meeting_title, 49 description: meeting_description, 50 start_time: selectedSlot.start_time, 51 end_time: selectedSlot.end_time, 52 attendees 53 } 54 }); 55 56 return { 57 event_id: event.event_id, 58 scheduled_time: selectedSlot.start_time, 59 attendees_notified: attendees.length 60 }; 61 } 62 }; ``` ## Versioning and deployment [Section titled “Versioning and deployment”](#versioning-and-deployment) ### Version management [Section titled “Version management”](#version-management) Version your custom tools for backward compatibility: ```javascript 1 const toolV2 = { 2 ...originalTool, 3 version: '2.0.0', 4 // Updated implementation 5 }; 6 7 // Deploy new version 8 await agentConnect.tools.register(toolV2); 9 10 // Deprecate old version 11 await agentConnect.tools.deprecate(originalTool.name, '1.0.0'); ``` ### Deployment strategies [Section titled “Deployment strategies”](#deployment-strategies) * **Blue-green deployment**: Deploy new version alongside old version * **Canary deployment**: Gradually roll out to subset of users * **Feature flags**: Use feature flags to control tool availability * **Rollback strategy**: Plan for quick rollback if issues arise Note **Ready to build?** Start with simple custom tools and gradually add complexity. Test thoroughly before deploying to production, and consider the impact on your users when making changes. Custom tools unlock the full potential of Agent Auth by allowing you to create specialized workflows that perfectly match your business needs. With proper design, testing, and deployment practices, you can build powerful tools that enhance your team’s productivity and streamline complex operations. --- # DOCUMENT BOUNDARY --- # Scalekit optimized built-in tools > Call Scalekit's pre-built tools across 100+ connectors. Each tool returns structured, LLM-ready output with no endpoint URLs, auth headers, or parsing needed. Scalekit ships pre-built tools for every connector in the catalog: Gmail, Slack, GitHub, Salesforce, Notion, Linear, HubSpot, and more. Each tool has an LLM-ready schema and returns structured output. Your agent passes inputs; Scalekit injects the user’s credentials and handles the API call. This page assumes you have an `ACTIVE` connected account for the user. If not, see [Authorize a user](/agentkit/tools/authorize/). ## Get available tools for a user [Section titled “Get available tools for a user”](#get-available-tools-for-a-user) Use `list_scoped_tools` / `listScopedTools` to get the tools this specific user is authorized to call. **This is the list you pass to your LLM.** * Python ```python 1 from google.protobuf.json_format import MessageToDict 2 3 scoped_response, _ = actions.tools.list_scoped_tools( 4 identifier="user_123", 5 filter={"connection_names": ["gmail"]}, # optional; omit for all connectors 6 page_size=100, # fetch beyond the default page 7 ) 8 for scoped_tool in scoped_response.tools: 9 definition = MessageToDict(scoped_tool.tool).get("definition", {}) 10 print(definition.get("name")) 11 print(definition.get("input_schema")) # JSON Schema; pass directly to your LLM ``` * Node.js ```typescript 1 const { tools } = await scalekit.tools.listScopedTools('user_123', { 2 filter: { connectionNames: ['gmail'] }, // use filter: {} to list every connector 3 pageSize: 100, // fetch beyond the default page 4 }); 5 for (const tool of tools) { 6 const { name, input_schema } = tool.tool.definition; 7 console.log(name, input_schema); // JSON Schema; pass directly to your LLM 8 } ``` To explore tools interactively, use the playground at [**Scalekit Dashboard**](https://app.scalekit.com) **> AgentKit > Playground**. ## Execute a tool [Section titled “Execute a tool”](#execute-a-tool) Use `execute_tool` / `executeTool` to run a named tool for a specific user. Scalekit identifies the connected account with: * User identifier (`identifier`) + Connection name as shown in the Scalekit Dashboard (`connection_name`), or * Connected Account ID (`connected_account_id`) — autogenerated by Scalekit and visible in the Scalekit Dashboard - Python ```python 1 # connected account is selected using the user identifier and the connection name 2 result = actions.execute_tool( 3 tool_name="gmail_fetch_mails", 4 identifier="user_123", 5 connection_name="gmail", 6 tool_input={"query": "is:unread", "max_results": 5}, 7 ) 8 print(result.data) 9 10 # alternatively, use the connected account ID 11 # result = actions.execute_tool( 12 # tool_name="gmail_fetch_mails", 13 # connected_account_id="ca_xxxxxx", 14 # tool_input={"query": "is:unread", "max_results": 5}, 15 # ) ``` - Node.js ```typescript 1 // connected account is selected using the user identifier and the connector 2 const result = await scalekit.actions.executeTool({ 3 toolName: 'gmail_fetch_mails', 4 identifier: 'user_123', 5 connector: 'gmail', 6 toolInput: { query: 'is:unread', max_results: 5 }, 7 }); 8 console.log(result.data); 9 10 // alternatively, use the connected account ID 11 // const result = await scalekit.actions.executeTool({ 12 // toolName: 'gmail_fetch_mails', 13 // connectedAccountId: 'ca_xxxxxx', 14 // toolInput: { query: 'is:unread', max_results: 5 }, 15 // }); ``` ## Understand tool response shape [Section titled “Understand tool response shape”](#understand-tool-response-shape) `execute_tool` / `executeTool` returns a **wrapper object**, not the provider payload directly. Tool output lives under `response.data` (Python) or `result.data` (Node.js). Keys inside `data` depend on the tool you called. When you integrate a new tool, log the full wrapper once, then read fields from `data`: * Python List Google Calendar events (Python) ```python 1 response = actions.execute_tool( 2 tool_name="googlecalendar_list_events", 3 identifier="user_123", 4 connection_name="googlecalendar", 5 tool_input={"max_results": 10}, 6 ) 7 8 # Security: Log only in development; production logs may expose user data. 9 print(response.data) 10 11 events = response.data.get("events", []) 12 next_page_token = response.data.get("next_page_token") 13 print(f"Found {len(events)} events") ``` * Node.js List Google Calendar events (Node.js) ```typescript 1 const result = await scalekit.actions.executeTool({ 2 toolName: 'googlecalendar_list_events', 3 identifier: 'user_123', 4 connector: 'googlecalendar', 5 toolInput: { max_results: 10 }, 6 }); 7 8 // Security: Log only in development; production logs may expose user data. 9 console.log(result.data); 10 11 const events = (result.data as { events?: unknown[] }).events ?? []; 12 const nextPageToken = (result.data as { next_page_token?: string }).next_page_token; 13 console.log(`Found ${events.length} events`); ``` Do not treat the wrapper as the tool payload A common integration mistake is parsing `response` as if it were a flat list of events. Always read `response.data` first, then extract tool-specific keys such as `events` and `next_page_token`. ## Wire into your LLM [Section titled “Wire into your LLM”](#wire-into-your-llm) The full agent loop: fetch scoped tools → pass to LLM → execute tool calls → feed results back. * Python ```python 1 import anthropic 2 from google.protobuf.json_format import MessageToDict 3 4 client = anthropic.Anthropic() 5 6 # 1. Fetch tools scoped to this user 7 scoped_response, _ = actions.tools.list_scoped_tools( 8 identifier="user_123", 9 filter={"connection_names": ["gmail"]}, 10 page_size=100, # fetch beyond the default page so no connector tools are missed 11 ) 12 llm_tools = [ 13 { 14 "name": MessageToDict(t.tool).get("definition", {}).get("name"), 15 "description": MessageToDict(t.tool).get("definition", {}).get("description"), 16 "input_schema": MessageToDict(t.tool).get("definition", {}).get("input_schema", {}), 17 } 18 for t in scoped_response.tools 19 ] 20 21 # 2. Send to LLM 22 messages = [{"role": "user", "content": "Summarize my last 5 unread emails"}] 23 response = client.messages.create( 24 model="claude-sonnet-4-6", 25 max_tokens=1024, 26 tools=llm_tools, 27 messages=messages, 28 ) 29 30 # 3. Execute tool calls and feed results back 31 for block in response.content: 32 if block.type == "tool_use": 33 tool_result = actions.execute_tool( 34 tool_name=block.name, 35 identifier="user_123", 36 tool_input=block.input, 37 ) 38 messages.append({"role": "assistant", "content": response.content}) 39 messages.append({ 40 "role": "user", 41 "content": [{"type": "tool_result", "tool_use_id": block.id, "content": str(tool_result.data)}], 42 }) ``` * Node.js ```typescript 1 import Anthropic from '@anthropic-ai/sdk'; 2 3 const anthropic = new Anthropic(); 4 5 // 1. Fetch tools scoped to this user 6 const { tools } = await scalekit.tools.listScopedTools('user_123', { 7 filter: { connectionNames: ['gmail'] }, 8 pageSize: 100, // fetch beyond the default page so no connector tools are missed 9 }); 10 const llmTools = tools.map((t) => ({ 11 name: t.tool.definition.name, 12 description: t.tool.definition.description, 13 input_schema: t.tool.definition.input_schema, 14 })); 15 16 // 2. Send to LLM 17 const messages: Anthropic.MessageParam[] = [ 18 { role: 'user', content: 'Summarize my last 5 unread emails' }, 19 ]; 20 const response = await anthropic.messages.create({ 21 model: 'claude-sonnet-4-6', 22 max_tokens: 1024, 23 tools: llmTools, 24 messages, 25 }); 26 27 // 3. Execute tool calls and feed results back 28 for (const block of response.content) { 29 if (block.type === 'tool_use') { 30 const toolResult = await scalekit.actions.executeTool({ 31 toolName: block.name, 32 identifier: 'user_123', 33 toolInput: block.input as Record, 34 }); 35 messages.push({ role: 'assistant', content: response.content }); 36 messages.push({ 37 role: 'user', 38 content: [{ type: 'tool_result', tool_use_id: block.id, content: JSON.stringify(toolResult.data) }], 39 }); 40 } 41 } ``` ## Use a framework adapter [Section titled “Use a framework adapter”](#use-a-framework-adapter) For LangChain and Google ADK, Scalekit returns native tool objects in Python with no schema reshaping needed. * LangChain ```python 1 from langchain_openai import ChatOpenAI 2 from langchain.agents import create_agent 3 4 tools = actions.langchain.get_tools( 5 identifier="user_123", 6 connection_names=["gmail"], 7 page_size=100, # avoid missing tools when a connector has more than the default page 8 ) 9 llm = ChatOpenAI(model="claude-sonnet-4-6") 10 agent = create_agent(model=llm, tools=tools, system_prompt="You are a helpful assistant.") 11 result = agent.invoke({"messages": [{"role": "user", "content": "Fetch my last 5 unread emails"}]}) ``` * Google ADK ```python 1 from google.adk.agents import Agent 2 from google.adk.models.lite_llm import LiteLlm 3 4 gmail_tools = actions.google.get_tools( 5 identifier="user_123", 6 connection_names=["gmail"], 7 page_size=100, # avoid missing tools when a connector has more than the default page 8 ) 9 agent = Agent( 10 name="gmail_assistant", 11 model=LiteLlm(model="claude-sonnet-4-6"), 12 tools=gmail_tools, 13 ) ``` * Node.js (Vercel AI SDK) ```typescript 1 import { generateText, jsonSchema, tool } from 'ai'; 2 3 const { tools: scopedTools } = await scalekit.tools.listScopedTools('user_123', { 4 filter: { connectionNames: ['gmail'] }, 5 pageSize: 100, // fetch beyond the default page so no connector tools are missed 6 }); 7 const tools = Object.fromEntries( 8 scopedTools.map((t) => [ 9 t.tool.definition.name, 10 tool({ 11 description: t.tool.definition.description, 12 parameters: jsonSchema(t.tool.definition.input_schema ?? { type: 'object', properties: {} }), 13 execute: async (args) => { 14 const result = await scalekit.actions.executeTool({ 15 toolName: t.tool.definition.name, 16 toolInput: args, 17 identifier: 'user_123', 18 }); 19 return result.data; 20 }, 21 }), 22 ]), 23 ); ``` MCP-compatible frameworks Prefer a single interface any MCP client can consume? See [Virtual MCP Servers](/agentkit/mcp/overview/). ## Troubleshooting [Section titled “Troubleshooting”](#troubleshooting) Connected account stays in `PENDING` The user hasn’t completed the OAuth flow yet. Call `get_authorization_link` and redirect the user to the link. Retry after consent completes. Tool call fails with resource not found Check three things: * The connector name exists in **AgentKit** > **Connections** * The `identifier` matches the one used when creating the connected account * Call `list_scoped_tools` and only execute tool names it returns Connection names differ across environments Connection names are workspace-specific. Don’t hard-code them. Use environment variables (`GMAIL_CONNECTION_NAME`, `GITHUB_CONNECTION_NAME`) and reference those in API calls. If you need an endpoint not covered by optimized tools, see [Custom tools](/agentkit/tools/custom-tools/). --- # DOCUMENT BOUNDARY --- # Verify user identity > Confirm that the user who completed the OAuth consent is the same user your app intended to connect. User verification applies to OAuth-based connectors only. For API key, basic auth, and key pair connectors, the user provides credentials directly. No OAuth flow, no verification step needed. For OAuth connectors, before activating a connected account, Scalekit confirms that the user who completed the OAuth consent is the same user your app intended to connect. This **user verification** step runs every time a connected account is authorized and prevents OAuth consent from activating on the wrong account. Choose a mode in **AgentKit** > **User Verification**: * **Custom user verification**: Your server confirms the authorizing user matches the user your app intended to connect. Use in production. Without this, any user who receives an authorization link can activate a connected account (including the wrong one). * **Scalekit users only**: Scalekit checks that the authorizing user is signed in to your Scalekit dashboard. No code required. Use during development and internal testing when all users are already on your team. Scalekit users only is for testing In this mode, the user authorizing the connection must already be signed in to the Scalekit dashboard. No verify route or API calls are needed in your code. Switch to **Custom user verification** before onboarding real users. ![AgentKit User Verification showing Custom user verifier and Scalekit users only](/.netlify/images?url=_astro%2Fuser-verification-config.R9EpQz_E.png\&w=2224\&h=1590\&dpl=6a3b904fcb23b100084833a2) Your application implements the verify step. End users never interact with Scalekit directly. When the user finishes OAuth, Scalekit redirects to your verify URL with `auth_request_id` and `state` params. Your route reads the user from your session, calls Scalekit’s verify API with the `auth_request_id` and the original `identifier`, and if they match, the connected account activates. Review the verification sequence ## Implement verification in your app [Section titled “Implement verification in your app”](#implement-verification-in-your-app) If you haven’t installed the SDK yet, see the [quickstart](/agentkit/quickstart/). ### Generate the authorization link [Section titled “Generate the authorization link”](#generate-the-authorization-link) Pass these fields when creating the authorization link: | Field | Description | | ----------------- | ------------------------------------------------------------------------------------------------- | | `identifier` | **Required.** Your user’s ID or email. Scalekit stores this and checks it matches at verify time. | | `user_verify_url` | **Required.** Your callback URL; Scalekit redirects the user here after OAuth completes. | | `state` | **Recommended.** A random value to prevent CSRF. | How to use state Generate a cryptographically random value per flow, store it in a secure HTTP-only cookie, and validate it against the `state` query param on callback. Discard the request if they don’t match; this prevents an attacker from sending crafted verify URLs to your users. * Python ```python 1 import secrets 2 3 # Generate a state value to prevent CSRF 4 state = secrets.token_urlsafe(32) 5 # Store state in a secure, HTTP-only cookie to validate on callback 6 7 response = scalekit_client.actions.get_authorization_link( 8 connection_name=connector, 9 identifier=user_id, 10 user_verify_url="https://app.yourapp.com/user/verify", 11 state=state, 12 ) ``` * Node.js ```typescript 1 import crypto from 'node:crypto'; 2 3 // Generate a state value to prevent CSRF 4 const state = crypto.randomUUID(); 5 // Store state in a secure, HTTP-only cookie to validate on callback 6 7 const { link } = await scalekit.actions.getAuthorizationLink({ 8 identifier: userId, 9 connectionName: connector, 10 userVerifyUrl: 'https://app.yourapp.com/user/verify', 11 state, 12 }); ``` ### Handle the verification callback [Section titled “Handle the verification callback”](#handle-the-verification-callback) After OAuth completes, Scalekit redirects to your `user_verify_url`: ```http 1 GET https://app.yourapp.com/user/verify?auth_request_id=req_xyz&state= ``` Validate `state` against your cookie, then call Scalekit’s verify endpoint server-side. Never trust query params for identity Read the user’s identity from your own session, not from the URL. Use `state` for session correlation only. * Python ```python 1 # 1. Validate state from query param matches state in cookie 2 # 2. Read user identity from your session, not from the URL 3 4 response = scalekit_client.actions.verify_connected_account_user( 5 auth_request_id=auth_request_id, 6 identifier=user_id, # must match what was stored at link creation 7 ) 8 # On success: redirect to response.post_user_verify_redirect_url ``` * Node.js ```typescript 1 // 1. Validate state from query param matches state in cookie 2 // 2. Read user identity from your session, not from the URL 3 4 const { postUserVerifyRedirectUrl } = 5 await scalekit.actions.verifyConnectedAccountUser({ 6 authRequestId: auth_request_id, 7 identifier: userId, // must match what was stored at link creation 8 }); 9 // On success: redirect to postUserVerifyRedirectUrl ``` On success, the connected account is activated. Redirect the user using `post_user_verify_redirect_url`. --- # DOCUMENT BOUNDARY --- # User authentication flow > Learn how Scalekit routes users through authentication based on login method and organization SSO policies. The user’s authentication journey on the hosted login page can differ based on the **login method** they choose and the **organization policies** configured in Scalekit. ## Organization policies [Section titled “Organization policies”](#organization-policies) Organizations can enforce Enterprise SSO for their users. An organization must create an enabled [SSO connection](/authenticate/auth-methods/enterprise-sso/) and add [organization domains](/authenticate/manage-users-orgs/organization-domains/). Scalekit uses **Home Realm Discovery (HRD)** to determine whether a user’s email domain matches a configured organization domain. When a match is found, the user is routed to that organization’s SSO identity provider. **Examples** * A user tries to log in as `user@samecorp.com` on the hosted login page. If `samecorp.com` is registered as an organization domain with SSO enabled, the user is redirected to that organization’s IdP to complete authentication. * A user tries to log in with Google as `user@samecorp.com` on the hosted login page. If `samecorp.com` is registered as an organization domain with SSO enabled, the user is redirected to that organization’s IdP after returning from Google. ## Login method–specific behavior [Section titled “Login method–specific behavior”](#login-methodspecific-behavior) Scalekit allows users to choose different login methods on the hosted login page. The timing of organization domain checks differs slightly by method, but the rules remain consistent. ### Social login [Section titled “Social login”](#social-login) * User authenticates with a social IdP (e.g., Google, GitHub). * Scalekit evaluates the user’s email after social auth completes. * Home Realm Discovery (HRD) checks whether the email domain matches an organization domain. * **Domain match:** User is redirected to the organization’s SSO IdP. * **No match:** Authentication completes. This ensures that enterprise users must complete SSO authentication even if they initially choose social login. ### Passkey login [Section titled “Passkey login”](#passkey-login) * User authenticates using a passkey. * Authentication succeeds immediately. * Scalekit performs Home Realm Discovery (HRD) to check the email domain. * **Domain match:** User is redirected to SSO. * **No match:** Authentication completes. Passkeys authenticate the user, but do not override organization SSO policy. ### Email-based login [Section titled “Email-based login”](#email-based-login) * User enters their email address. * Home Realm Discovery (HRD) runs **before authentication** to check the email domain. * **Domain match:** User is redirected to SSO. * **No match:** Scalekit performs OTP or magic link verification, then authentication completes. ### Authentication flow [Section titled “Authentication flow”](#authentication-flow) This diagram shows the different variations of user’s authentication journey on the hosted login page. *** ## Enterprise SSO Trust model [Section titled “Enterprise SSO Trust model”](#enterprise-sso-trust-model) Most enterprise identity providers (IdPs) like Okta or Microsoft Entra do not prove that a user actually controls the email inbox they sign in with. They only assert an email address in the SAML/OIDC token. Because of this, when a user logs in via Enterprise SSO, Scalekit does not automatically treat that SSO connection as a trusted source of email ownership. Since Scalekit cannot be sure that the SSO user truly owns the email address, the user is taken through an email ownership check (magic link or OTP) to prove control of that inbox. After the user successfully verifies their email, that SSO connection is marked as a verified channel for that specific user, and they do not need to verify email ownership again on subsequent logins via the same connection. If you want an Enterprise SSO connection to be treated as a trusted provider for a specific domain, you can assign one or more domains to the organization. Then, for users logging in via that Enterprise SSO connection whose email address matches one of the configured domains, Scalekit skips additional email ownership verification. | SSO trust case | Example | Result | | -------------- | ----------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------- | | Trusted SSO | Org has added `acmecorp.com` in organization domain. User authenticates as `user@acmecorp.com` with organization SSO. | Email ownership trusted | | Untrusted SSO | Org has added `acmecorp.com` in organization domain and user authenticates as `user@foocorp.com` with organization SSO. | Email ownership not trusted → Additional verification required | *** ## Forcing SSO from your application [Section titled “Forcing SSO from your application”](#forcing-sso-from-your-application) Your app can override Home Realm Discovery (HRD) by passing ‎`organization_id` or ‎`connection_id` in the authentication request ↗ to Scalekit. When you do this: * Scalekit skips HRD and redirects the user directly to the specified SSO IdP. * After SSO authentication completes, Scalekit checks whether the user’s email domain matches one of the organization domains configured on that SSO connection. * **Domain match**: authentication completes. * **No match**: Scalekit requires additional verification (OTP or magic link) before completing authentication. ## IdP‑initiated SSO [Section titled “IdP‑initiated SSO”](#idpinitiated-sso) In IdP‑initiated SSO, authentication starts at the identity provider instead of your application or the hosted login page. After the IdP authenticates the user and redirects to Scalekit, Scalekit evaluates email ownership trust: * If the user’s email domain matches one of the organization domains configured on the SSO connection, authentication completes. * If the email domain does not match, Scalekit requires additional verification (OTP or magic link) before completing authentication. This workflow ensures IdP‑initiated flows follow the same email ownership and trust guarantees as app‑initiated SSO *** ## Account linking [Section titled “Account linking”](#account-linking) ### What happens [Section titled “What happens”](#what-happens) Scalekit maintains a single user record per email address. For example, if a user first authenticates with passwordless login (magic link/OTP) and later uses Google or Enterprise SSO, Scalekit links both identities to the same user record. These identities are stored on the user object for your app to read if needed. This avoids duplicate users when people switch authentication methods. ### Why it is safe [Section titled “Why it is safe”](#why-it-is-safe) Scalekit only treats an SSO IdP as a trusted source of email ownership when: * the authenticated email domain matches one of the organization domains configured on the SSO connection, or * the user has previously proven email ownership via magic link or OTP. Because the organization has proven domain ownership, and/or the user has proven inbox control, emails from that SSO connection are treated as valid. This prevents attackers from linking identities unless email ownership has been verified through trusted mechanisms. --- # DOCUMENT BOUNDARY --- # Implement enterprise SSO > How to implement enterprise SSO for your application Enterprise single sign-on (SSO) enables users to authenticate using their organization’s identity provider (IdP), such as Okta, Azure AD, or Google Workspace. [After completing the quickstart](/authenticate/fsa/quickstart/), follow this guide to implement SSO for an organization, streamline admin onboarding, enforce login requirements, and validate your configuration. 1. ## Enable SSO for the organization [Section titled “Enable SSO for the organization”](#enable-sso-for-the-organization) When a user signs up for your application, Scalekit automatically creates an organization and assigns an admin role to the user. Provide an option in your user interface to enable SSO for the organization or workspace. Here’s how you can do that with Scalekit. Use the following SDK method to activate SSO for the organization: * Node.js Enable SSO ```javascript const settings = { features: [ { name: 'sso', enabled: true, } ], }; await scalekit.organization.updateOrganizationSettings( '', // Get this from the idToken or accessToken settings ); ``` * Python Enable SSO ```python settings = [ { "name": "sso", "enabled": True } ] scalekit.organization.update_organization_settings( organization_id='', # Get this from the idToken or accessToken settings=settings ) ``` * Java Enable SSO ```java OrganizationSettingsFeature featureSSO = OrganizationSettingsFeature.newBuilder() .setName("sso") .setEnabled(true) .build(); updatedOrganization = scalekitClient.organizations() .updateOrganizationSettings(organizationId, List.of(featureSSO)); ``` * Go Enable SSO ```go settings := OrganizationSettings{ Features: []Feature{ { Name: "sso", Enabled: true, }, }, } organization, err := sc.Organization().UpdateOrganizationSettings(ctx, organizationId, settings) if err != nil { // Handle error } ``` You can also enable this from the [organization settings](/authenticate/fsa/user-management-settings/) in the Scalekit dashboard. 2. ## Enable admin portal for enterprise customer onboarding [Section titled “Enable admin portal for enterprise customer onboarding”](#enable-admin-portal-for-enterprise-customer-onboarding) After SSO is enabled for that organization, provide a method for configuring a SSO connection with the organization’s identity provider. Scalekit offers two primary approaches: * Generate a link to the admin portal from the Scalekit dashboard and share it with organization admins via your usual channels. * Or embed the admin portal in your application in an inline frame so administrators can configure their IdP without leaving your app. [See how to onboard enterprise customers ](/sso/guides/onboard-enterprise-customers/) 3. ## Identify and enforce SSO for organization users [Section titled “Identify and enforce SSO for organization users”](#identify-and-enforce-sso-for-organization-users) Administrators typically register [organization-owned domains](/authenticate/manage-users-orgs/organization-domains/) through the admin portal. When a user attempts to sign in with an email address matching a registered domain, they are automatically redirected to their organization’s designated identity provider for authentication. This is also known as **Home Realm Discovery**. **Organization domains** automatically route users to the correct SSO connection based on their email address. When a user signs in with an email domain that matches a registered organization domain, Scalekit redirects them to that organization’s SSO provider and enforces SSO login. For example, if an organization registers `megacorp.org`, any user signing in with an `joe@megacorp.org` email address is redirected to Megacorp’s SSO provider. ![](/.netlify/images?url=_astro%2Forganization_domain.CYaGBzer.png\&w=2940\&h=1592\&dpl=6a3b904fcb23b100084833a2) Navigate to **Dashboard > Organizations** and select the target organization > **Overview** > **Organization Domains** section to register organization domains. 4. ## Test your SSO integration [Section titled “Test your SSO integration”](#test-your-sso-integration) Scalekit offers a “Test Organization” feature that enables SSO flow validation without requiring test accounts from your customers’ identity providers. To quickly test the integration, enter an email address using the domains `joe@example.com` or `jane@example.org`. This will trigger a redirect to the IdP simulator, which serves as the test organization’s identity provider for authentication. For a comprehensive step-by-step walkthrough, refer to the [Test SSO integration guide](/sso/guides/test-sso/). --- # DOCUMENT BOUNDARY --- # Add passkeys login method > Enable passkey authentication for your users Passkeys replace passwords with biometric authentication (fingerprint, face recognition) or device PINs. Built on FIDO® standards (WebAuthn and CTAP), passkeys offer superior security by eliminating phishing and credential stuffing vulnerabilities, while also providing a seamless one-tap login experience. Unlike traditional authentication methods, passkeys sync across devices, removing the need for multiple enrollments and providing better recovery options when devices are lost. Your [existing Scalekit integration](/authenticate/fsa/quickstart) already supports passkeys. To implement, enable passkeys in the Scalekit dashboard and leverage Scalekit’s built-in user passkey registration functionality. 1. ## Enable passkeys in the Scalekit dashboard [Section titled “Enable passkeys in the Scalekit dashboard”](#enable-passkeys-in-the-scalekit-dashboard) Go to Scalekit Dashboard > Authentication > Auth methods > Passkeys and click “Enable” ![Enable passkeys button in Scalekit settings](/.netlify/images?url=_astro%2Fenable-btn.bPxTL5wR.png\&w=3026\&h=974\&dpl=6a3b904fcb23b100084833a2) 2. ## Manage passkey registration [Section titled “Manage passkey registration”](#manage-passkey-registration) Let users manage passkeys just by redirecting them to Scalekit from your app (usually through a button in your app that says “Manage passkeys”), or building your own UI. #### Using Scalekit UI [Section titled “Using Scalekit UI”](#using-scalekit-ui) To enable users to register and manage their passkeys, redirect them to the Scalekit passkey registration page. ![Passkey registration page in Scalekit UI](/.netlify/images?url=_astro%2Fbetter-registration-page.CMqMT27T.png\&w=2968\&h=1397\&dpl=6a3b904fcb23b100084833a2) Construct the URL by appending `/ui/profile/passkeys` to your Scalekit environment URL Passkey Registration URL ```js /ui/profile/passkeys ``` This opens a page where users can: * Register new passkeys * Remove existing passkeys * View their registered passkeys Note Scalekit registers & authenticates user’s passkeys through the browser’s native passkey API. This API prompts users to authenticate with device-supported passkeys — such as fingerprint, PIN, or password managers. #### In your own UI [Section titled “In your own UI”](#in-your-own-ui) If you prefer to create a custom user interface for passkey management, Scalekit offers comprehensive APIs that enable you to build a personalized experience. These APIs allow you to list registered passkeys, rename them, and remove them entirely. However registration of passkeys is only supported through the Scalekit UI. * Node.js List user's passkeys ```js // : fetch from Access Token or ID Token after identity verification const res = await fetch( '/api/v1/webauthn/credentials?user_id=', { headers: { Authorization: 'Bearer ' } } ); const data = await res.json(); console.log(data); ``` Rename a passkey ```js // : obtained from list response (id of each passkey) await fetch('/api/v1/webauthn/credentials/', { method: 'PATCH', headers: { 'Content-Type': 'application/json', Authorization: 'Bearer ' }, body: JSON.stringify({ display_name: '' }) }); ``` Remove a passkey ```js // : obtained from list response (id of each passkey) await fetch('/api/v1/webauthn/credentials/', { method: 'DELETE', headers: { Authorization: 'Bearer ' } }); ``` * Python List user's passkeys ```python import requests # : fetch from access token or ID token after identity verification r = requests.get( '/api/v1/webauthn/credentials', params={'user_id': ''}, headers={'Authorization': 'Bearer '} ) print(r.json()) ``` Rename a passkey ```python import requests # : obtained from list response (id of each passkey) requests.patch( '/api/v1/webauthn/credentials/', json={'display_name': ''}, headers={'Authorization': 'Bearer '} ) ``` Remove a passkey ```python import requests # : obtained from list response (id of each passkey) requests.delete( '/api/v1/webauthn/credentials/', headers={'Authorization': 'Bearer '} ) ``` * Java List user's passkeys ```java var client = java.net.http.HttpClient.newHttpClient(); // : fetch from Access Token or ID Token after identity verification var req = java.net.http.HttpRequest.newBuilder( java.net.URI.create("/api/v1/webauthn/credentials?user_id=") ) .header("Authorization", "Bearer ") .GET().build(); var res = client.send(req, java.net.http.HttpResponse.BodyHandlers.ofString()); System.out.println(res.body()); ``` Rename a passkey ```java var client = java.net.http.HttpClient.newHttpClient(); var body = "{\"display_name\":\"\"}"; // : obtained from list response (id of each passkey) var req = java.net.http.HttpRequest.newBuilder( java.net.URI.create("/api/v1/webauthn/credentials/") ) .header("Authorization", "Bearer ") .header("Content-Type","application/json") .method("PATCH", java.net.http.HttpRequest.BodyPublishers.ofString(body)) .build(); client.send(req, java.net.http.HttpResponse.BodyHandlers.discarding()); ``` Remove a passkey ```java var client = java.net.http.HttpClient.newHttpClient(); // : obtained from list response (id of each passkey) var req = java.net.http.HttpRequest.newBuilder( java.net.URI.create("/api/v1/webauthn/credentials/") ) .header("Authorization", "Bearer ") .DELETE().build(); client.send(req, java.net.http.HttpResponse.BodyHandlers.discarding()); ``` * Go List user's passkeys ```go // imports: net/http, io, fmt // : fetch from access token or ID token after identity verification req, _ := http.NewRequest("GET", "/api/v1/webauthn/credentials?user_id=", nil) req.Header.Set("Authorization", "Bearer ") resp, _ := http.DefaultClient.Do(req) defer resp.Body.Close() b, _ := io.ReadAll(resp.Body) fmt.Println(string(b)) ``` Rename a passkey ```go // imports: net/http, bytes payload := bytes.NewBufferString(`{"display_name":""}`) // : obtained from list response (id of each passkey) req, _ := http.NewRequest("PATCH", "/api/v1/webauthn/credentials/", payload) req.Header.Set("Content-Type", "application/json") req.Header.Set("Authorization", "Bearer ") http.DefaultClient.Do(req) ``` Remove a passkey ```go // imports: net/http // : obtained from list response (id of each passkey) req, _ := http.NewRequest("DELETE", "/api/v1/webauthn/credentials/", nil) req.Header.Set("Authorization", "Bearer ") http.DefaultClient.Do(req) ``` Note All API requests require an access token obtained via the OAuth 2.0 client credentials flow. Follow [Authenticate with the Scalekit API](/guides/authenticate-scalekit-api), then replace `` in the examples below. 3. ## Users can log in with passkeys [Section titled “Users can log in with passkeys”](#users-can-log-in-with-passkeys) Users who have registered passkeys can log in with them. This time when login page shows, users can select “Passkey” as the authentication method. ![Login with passkey option on sign-in page](/.netlify/images?url=_astro%2Flogin-with-passkey.ZZ6-wNXH.png\&w=2978\&h=1800\&dpl=6a3b904fcb23b100084833a2) During sign-up, you’ll continue to use established authentication methods like [verification codes, magic links](/authenticate/auth-methods/passwordless/) or [social logins](/authenticate/auth-methods/social-logins/). Once a user is registered, they can then add passkeys as an additional, convenient login option. --- # DOCUMENT BOUNDARY --- # Sign in with magic link or Email OTP > Enable passwordless sign-in with email verification codes or magic links Configure Magic Link & OTP to enable passwordless authentication for your application. After completing the [quickstart guide](/authenticate/fsa/quickstart/), set up email verification codes or magic links so users can sign in without passwords. Switch between those passwordless methods without modifying any code: | Method | How it works | Best for | | ------------------------------ | ---------------------------------------------------------------- | -------------------------------------------- | | Verification code | Users receive a one-time code via email and enter it in your app | Applications requiring explicit verification | | Magic link | Users click a link in their email to authenticate | Quick, frictionless sign-in | | Magic link + Verification code | Users choose either method | Maximum flexibility and user choice | ## Configure magic link or OTP [Section titled “Configure magic link or OTP”](#configure-magic-link-or-otp) In the Scalekit dashboard, go to **Authentication > Auth methods > Magic Link & OTP** ![](/.netlify/images?url=_astro%2F1.C37ffu3h.png\&w=2221\&h=1207\&dpl=6a3b904fcb23b100084833a2) 1. ### Select authentication method [Section titled “Select authentication method”](#select-authentication-method) Choose one of three methods: * **Verification code** - Users enter a 6-digit code sent to their email * **Magic link** - Users click a link in their email to authenticate * **Magic link + Verification code** - Users can choose either method 2. ### Set expiry period [Section titled “Set expiry period”](#set-expiry-period) Configure how long verification codes and magic links remain valid: * **Default**: 300 seconds (5 minutes) * **Range**: 60 to 3600 seconds * **Recommendation**: 300 seconds balances security and usability Note While shorter expiry periods enhance security by reducing the window for potential unauthorized access, they can negatively impact user experience, especially with shorter email-to-input times. Conversely, longer periods provide more convenience but increase the risk of credential misuse if intercepted. ## Enforce same browser origin [Section titled “Enforce same browser origin”](#enforce-same-browser-origin) When enforcing same browser origin, users are required to complete magic link authentication within the same browser where they initiated the login process. This security feature is particularly recommended for applications dealing with sensitive data or financial transactions, as it adds an extra layer of protection against potential unauthorized access attempts. **Example scenario**: A healthcare app where a user requests a magic link on their laptop. If someone intercepts the email and tries to open it on a different device, the authentication fails. ## Regenerate credentials on resend [Section titled “Regenerate credentials on resend”](#regenerate-credentials-on-resend) When a user requests a new Magic Link or Email OTP, the system generates a fresh code or link while automatically invalidating the previous one. This approach is recommended for all applications as a critical security measure to prevent potential misuse of compromised credentials. **Example scenario**: A user requests a verification code but doesn’t receive it. They request a new code. With this setting enabled, the first code becomes invalid, preventing unauthorized access if the original email was intercepted. --- # DOCUMENT BOUNDARY --- # Add social login to your app > Implement authentication with Google, Microsoft, GitHub, and other social providers First, complete the [quickstart guide](/authenticate/fsa/quickstart/) to integrate Scalekit auth into your application. Scalekit natively supports OAuth 2.0, enabling you to easily configure social login providers that will automatically appear as authentication options on your login page. 1. ## Configure social login providers [Section titled “Configure social login providers”](#configure-social-login-providers) Google login is pre-configured in all development environments for simplified testing. You can integrate additional social login providers by setting up your own connection credentials with each provider. Navigate to **Authentication** > **Auth Methods** > **Social logins** in your dashboard to configure these settings ### Google Enable users to sign in with their Google accounts using OAuth 2.0 [Setup →](/guides/integrations/social-connections/google) ### GitHub Allow users to authenticate using their GitHub credentials [Setup →](/guides/integrations/social-connections/github) ### Microsoft Integrate Microsoft accounts for seamless user authentication [Setup →](/guides/integrations/social-connections/microsoft) ### GitLab Enable GitLab-based authentication for your application [Setup →](/guides/integrations/social-connections/gitlab) ### LinkedIn Let users sign in with their LinkedIn accounts using OAuth 2.0 [Setup →](/guides/integrations/social-connections/linkedin) ### Salesforce Enable Salesforce-based authentication for your application [Setup →](/guides/integrations/social-connections/salesforce) 2. ## Test the social connection [Section titled “Test the social connection”](#test-the-social-connection) After configuration, test the social connection by clicking on “Test Connection” in the dashboard. You will be redirected to the provider’s consent screen to authorize access. A summary table will show the information that will be sent to your app. ![](/.netlify/images?url=_astro%2Ftest-connection.8nGwOF1-.png\&w=2468\&h=1374\&dpl=6a3b904fcb23b100084833a2) ## Access social login options on your login page [Section titled “Access social login options on your login page”](#access-social-login-options-on-your-login-page) Your application now supports social logins. Begin the [login process](/authenticate/fsa/implement-login/) to experience the available social login options. Users can authenticate using providers like Google, GitHub, Microsoft, and any others you have set up. --- # DOCUMENT BOUNDARY --- # Assign roles to users > Learn how to assign roles to users in your application using to dashboard, SDK, or automated provisioning After registering roles and permissions for your application, Scalekit provides multiple ways to assign roles to users. These roles allow your app to make the access control decisions as scalekit sends them to your app in the access token. ## Auto assign roles as users join organizations [Section titled “Auto assign roles as users join organizations”](#auto-assign-roles-as-users-join-organizations) By default, the organization creator automatically receives the `admin` role, while users who join later receive the `member` role. You can customize these defaults to match your application’s security requirements. For instance, in a CRM system, you may want to set the default role for new members to a read-only role like `viewer` to prevent accidental data modifications. 1. Go to **Dashboard** > **Roles & Permissions** > **Roles** tab 2. Select the roles available and choose defaults for organization creator and member ![](/.netlify/images?url=_astro%2Ffull-page-highlighth-defaults.Cs9-9nAm.png\&w=3098\&h=1896\&dpl=6a3b904fcb23b100084833a2) This automatically assigns these roles to every users who joins any organization in your Scalekit environment. ## Set a default role for new organization members [Section titled “Set a default role for new organization members”](#set-a-default-role-for-new-organization-members) You can also configure a default role that is automatically assigned to users who join a specific organization. This organization-level setting **overrides** the application-level default role described above, allowing finer-grained control per organization. ![](/.netlify/images?url=_astro%2Fdefault_org_member_role.DzatyaVW.png\&w=2932\&h=1588\&dpl=6a3b904fcb23b100084833a2) ## Let users assign roles to others API [Section titled “Let users assign roles to others ”](#let-users-assign-roles-to-others-) Enable organization administrators to manage user roles directly within your application. By building features like “Change role” or “Assign permissions” into your app, you can provide a management experience without requiring administrators to leave your app. To implement role assignment functionality, follow these essential prerequisites: 1. **Verify administrator permissions**: Ensure the user performing the role assignment has the `admin` role or an equivalent role with the necessary permissions. Check the `permissions` property in their access token to confirm they have role management capabilities. * Node.js Verify permissions ```javascript 1 // Decode JWT and check admin permissions 2 const decodedToken = decodeJWT(adminAccessToken); 3 4 // Check if user has admin role or required permissions 5 const isAdmin = decodedToken.roles.includes('admin'); 6 const hasPermission = decodedToken.permissions?.includes('users.write') || 7 decodedToken.permissions?.includes('roles.assign'); 8 9 if (!isAdmin && !hasPermission) { 10 throw new Error('Insufficient permissions to assign roles'); 11 } ``` * Python Verify permissions ```python 1 # Decode JWT and check admin permissions 2 decoded_token = decode_jwt(access_token) 3 4 # Check if user has admin role or required permissions 5 is_admin = 'admin' in decoded_token.get('roles', []) 6 has_permission = any(perm in decoded_token.get('permissions', []) 7 for perm in ['users.write', 'roles.assign']) 8 9 if not is_admin and not has_permission: 10 raise PermissionError("Insufficient permissions to assign roles") ``` * Go Verify permissions ```go 1 // Decode JWT and check admin permissions 2 decodedToken, err := decodeJWT(accessToken) 3 if err != nil { 4 return ValidationResult{Success: false, Error: "Invalid token"} 5 } 6 7 // Check if user has admin role or required permissions 8 roles := decodedToken["roles"].([]interface{}) 9 permissions := decodedToken["permissions"].([]interface{}) 10 11 isAdmin := false 12 hasPermission := false 13 14 for _, role := range roles { 15 if role == "admin" { 16 isAdmin = true 17 break 18 } 19 } 20 21 for _, perm := range permissions { 22 if perm == "users.write" || perm == "roles.assign" { 23 hasPermission = true 24 break 25 } 26 } 27 28 if !isAdmin && !hasPermission { 29 return ValidationResult{Success: false, Error: "Insufficient permissions"} 30 } ``` * Java Verify permissions ```java 1 // Decode JWT and check admin permissions 2 Claims decodedToken = decodeJWT(accessToken); 3 4 @SuppressWarnings("unchecked") 5 List userRoles = (List) decodedToken.get("roles"); 6 @SuppressWarnings("unchecked") 7 List permissions = (List) decodedToken.get("permissions"); 8 9 // Check if user has admin role or required permissions 10 boolean isAdmin = userRoles != null && userRoles.contains("admin"); 11 boolean hasPermission = permissions != null && 12 (permissions.contains("users.write") || permissions.contains("roles.assign")); 13 14 if (!isAdmin && !hasPermission) { 15 throw new SecurityException("Insufficient permissions to assign roles"); 16 } ``` 2. **Collect required identifiers**: Gather the necessary parameters for the API call: * `user_id`: The unique identifier of the user whose role you’re changing * `organization_id`: The organization where the role assignment applies * `roles`: An array of role names to assign to the user - Node.js Collect and validate identifiers ```javascript 1 // Structure and validate role assignment data 2 const roleAssignmentData = { 3 user_id: targetUserId, 4 organization_id: targetOrgId, 5 roles: newRoles, 6 // Additional metadata for auditing 7 performed_by: decodedToken.sub, 8 timestamp: new Date().toISOString() 9 }; 10 11 // Validate required fields 12 if (!roleAssignmentData.user_id || !roleAssignmentData.organization_id || !roleAssignmentData.roles) { 13 throw new Error('Missing required identifiers for role assignment'); 14 } ``` - Python Collect and validate identifiers ```python 1 # Structure and validate role assignment data 2 role_assignment_data = { 3 'user_id': target_user_id, 4 'organization_id': target_org_id, 5 'roles': new_roles, 6 # Additional metadata for auditing 7 'performed_by': decoded_token.get('sub'), 8 'timestamp': datetime.utcnow().isoformat() 9 } 10 11 # Validate required fields 12 if not all([role_assignment_data['user_id'], 13 role_assignment_data['organization_id'], 14 role_assignment_data['roles']]): 15 raise ValueError("Missing required identifiers for role assignment") ``` - Go Collect and validate identifiers ```go 1 // Structure and validate role assignment data 2 roleAssignmentData := map[string]interface{}{ 3 "user_id": req.UserID, 4 "organization_id": req.OrganizationID, 5 "roles": req.Roles, 6 // Additional metadata for auditing 7 "performed_by": decodedToken["sub"], 8 "timestamp": time.Now().UTC().Format(time.RFC3339), 9 } 10 11 // Validate required fields 12 if req.UserID == "" || req.OrganizationID == "" || len(req.Roles) == 0 { 13 return ValidationResult{Success: false, Error: "Missing required identifiers"} 14 } ``` - Java Collect and validate identifiers ```java 1 // Structure and validate role assignment data 2 Map roleAssignmentData = new HashMap<>(); 3 roleAssignmentData.put("user_id", request.userId); 4 roleAssignmentData.put("organization_id", request.organizationId); 5 roleAssignmentData.put("roles", request.roles); 6 7 // Additional metadata for auditing 8 roleAssignmentData.put("performed_by", decodedToken.getSubject()); 9 roleAssignmentData.put("timestamp", Instant.now().toString()); 10 11 // Validate required fields 12 if (request.userId == null || request.organizationId == null || request.roles == null) { 13 throw new IllegalArgumentException("Missing required identifiers for role assignment"); 14 } ``` 3. **Call Scalekit SDK to update user role**: Use the validated data to make the API call that assigns the new roles to the user through the Scalekit membership update endpoint. * Node.js Update user role with Scalekit SDK ```javascript 1 // Use case: Update user membership after validation 2 const validationResult = await prepareRoleAssignment( 3 adminAccessToken, 4 targetUserId, 5 targetOrgId, 6 newRoles 7 ); 8 9 if (!validationResult.success) { 10 return res.status(403).json({ error: validationResult.error }); 11 } 12 13 // Initialize Scalekit client (reference installation guide for setup) 14 const scalekit = new ScalekitClient( 15 process.env.SCALEKIT_ENVIRONMENT_URL, 16 process.env.SCALEKIT_CLIENT_ID, 17 process.env.SCALEKIT_CLIENT_SECRET 18 ); 19 20 // Make the API call to update user roles 21 try { 22 const result = await scalekit.user.updateMembership({ 23 user_id: validationResult.data.user_id, 24 organization_id: validationResult.data.organization_id, 25 roles: validationResult.data.roles 26 }); 27 28 console.log(`Role assigned successfully:`, result); 29 return res.json({ 30 success: true, 31 message: "Role updated successfully", 32 data: result 33 }); 34 } catch (error) { 35 console.error(`Failed to assign role: ${error.message}`); 36 return res.status(500).json({ 37 error: "Failed to update role", 38 details: error.message 39 }); 40 } ``` * Python Update user role with Scalekit SDK ```python 1 # Use case: Update user membership after validation 2 validation_result = prepare_role_assignment( 3 access_token, 4 target_user_id, 5 target_org_id, 6 new_roles 7 ) 8 9 if not validation_result['success']: 10 return jsonify({'error': validation_result['error']}), 403 11 12 # Initialize Scalekit client (reference installation guide for setup) 13 scalekit_client = ScalekitClient( 14 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 15 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 16 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 17 ) 18 19 # Make the API call to update user roles 20 try: 21 from scalekit.v1.users.users_pb2 import UpdateMembershipRequest 22 23 request = UpdateMembershipRequest( 24 user_id=validation_result['data']['user_id'], 25 organization_id=validation_result['data']['organization_id'], 26 roles=validation_result['data']['roles'] 27 ) 28 29 result = scalekit_client.users.update_membership(request=request) 30 print(f"Role assigned successfully: {result}") 31 32 return jsonify({ 33 'success': True, 34 'message': 'Role updated successfully', 35 'data': str(result) 36 }) 37 38 except Exception as error: 39 print(f"Failed to assign role: {error}") 40 return jsonify({ 41 'error': 'Failed to update role', 42 'details': str(error) 43 }), 500 ``` * Go Update user role with Scalekit SDK ```go 1 // Use case: Update user membership after validation 2 validationResult := prepareRoleAssignment(ctx, accessToken, req) 3 4 if !validationResult.Success { 5 http.Error(w, validationResult.Error, http.StatusForbidden) 6 return 7 } 8 9 // Initialize Scalekit client (reference installation guide for setup) 10 scalekitClient := scalekit.NewScalekitClient( 11 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 12 os.Getenv("SCALEKIT_CLIENT_ID"), 13 os.Getenv("SCALEKIT_CLIENT_SECRET"), 14 ) 15 16 // Make the API call to update user roles 17 data := validationResult.Data.(map[string]interface{}) 18 updateRequest := &scalekit.UpdateMembershipRequest{ 19 UserId: data["user_id"].(string), 20 OrganizationId: data["organization_id"].(string), 21 Roles: data["roles"].([]string), 22 } 23 24 result, err := scalekitClient.Membership().UpdateMembership(ctx, updateRequest) 25 if err != nil { 26 log.Printf("Failed to assign role: %v", err) 27 http.Error(w, "Failed to update role", http.StatusInternalServerError) 28 return 29 } 30 31 log.Printf("Role assigned successfully: %+v", result) 32 json.NewEncoder(w).Encode(map[string]interface{}{ 33 "success": true, 34 "message": "Role updated successfully", 35 "data": result, 36 }) ``` * Java Update user role with Scalekit SDK ```java 1 // Use case: Update user membership after validation 2 ValidationResult validationResult = prepareRoleAssignment(accessToken, request); 3 4 if (!validationResult.success) { 5 return ResponseEntity.status(403).body(Map.of("error", validationResult.error)); 6 } 7 8 // Initialize Scalekit client (reference installation guide for setup) 9 ScalekitClient scalekitClient = new ScalekitClient( 10 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 11 System.getenv("SCALEKIT_CLIENT_ID"), 12 System.getenv("SCALEKIT_CLIENT_SECRET") 13 ); 14 15 // Make the API call to update user roles 16 try { 17 @SuppressWarnings("unchecked") 18 Map data = (Map) validationResult.data; 19 20 UpdateMembershipRequest updateRequest = UpdateMembershipRequest.newBuilder() 21 .setUserId((String) data.get("user_id")) 22 .setOrganizationId((String) data.get("organization_id")) 23 .addAllRoles((List) data.get("roles")) 24 .build(); 25 26 UpdateMembershipResponse response = scalekitClient.users().updateMembership(updateRequest); 27 System.out.println("Role assigned successfully: " + response); 28 29 return ResponseEntity.ok(Map.of( 30 "success", true, 31 "message", "Role updated successfully", 32 "data", response.toString() 33 )); 34 35 } catch (Exception e) { 36 System.err.println("Failed to assign role: " + e.getMessage()); 37 return ResponseEntity.status(500).body(Map.of( 38 "error", "Failed to update role", 39 "details", e.getMessage() 40 )); 41 } ``` 4. **Handle response and provide feedback**: Return appropriate success/error responses to the administrator and update your application’s UI accordingly. * Node.js Handle API response ```javascript 1 // Success response handling 2 if (result.success) { 3 // Update UI to reflect role change 4 await updateUserInterface(targetUserId, newRoles); 5 6 // Send notification to user (optional) 7 await notifyUserOfRoleChange(targetUserId, newRoles); 8 9 // Log the action for audit purposes 10 await logRoleChange({ 11 performed_by: decodedToken.sub, 12 target_user: targetUserId, 13 organization: targetOrgId, 14 old_roles: previousRoles, 15 new_roles: newRoles, 16 timestamp: new Date().toISOString() 17 }); 18 } ``` * Python Handle API response ```python 1 # Success response handling 2 if result.get('success'): 3 # Update UI to reflect role change 4 await update_user_interface(target_user_id, new_roles) 5 6 # Send notification to user (optional) 7 await notify_user_of_role_change(target_user_id, new_roles) 8 9 # Log the action for audit purposes 10 await log_role_change({ 11 'performed_by': decoded_token.get('sub'), 12 'target_user': target_user_id, 13 'organization': target_org_id, 14 'old_roles': previous_roles, 15 'new_roles': new_roles, 16 'timestamp': datetime.utcnow().isoformat() 17 }) ``` * Go Handle API response ```go 1 // Success response handling 2 if success { 3 // Update UI to reflect role change 4 updateUserInterface(targetUserID, newRoles) 5 6 // Send notification to user (optional) 7 notifyUserOfRoleChange(targetUserID, newRoles) 8 9 // Log the action for audit purposes 10 logRoleChange(map[string]interface{}{ 11 "performed_by": decodedToken["sub"], 12 "target_user": targetUserID, 13 "organization": targetOrgID, 14 "old_roles": previousRoles, 15 "new_roles": newRoles, 16 "timestamp": time.Now().UTC().Format(time.RFC3339), 17 }) 18 } ``` * Java Handle API response ```java 1 // Success response handling 2 if (response.getBody().containsKey("success") && 3 Boolean.TRUE.equals(response.getBody().get("success"))) { 4 5 // Update UI to reflect role change 6 updateUserInterface(targetUserId, newRoles); 7 8 // Send notification to user (optional) 9 notifyUserOfRoleChange(targetUserId, newRoles); 10 11 // Log the action for audit purposes 12 logRoleChange(Map.of( 13 "performed_by", decodedToken.getSubject(), 14 "target_user", targetUserId, 15 "organization", targetOrgId, 16 "old_roles", previousRoles, 17 "new_roles", newRoles, 18 "timestamp", Instant.now().toString() 19 )); 20 } ``` --- # DOCUMENT BOUNDARY --- # Create and manage roles and permissions > Set up roles and permissions to control access in your application Before writing any code, take a moment to plan your application’s authorization model. A well-designed structure for roles and permissions is crucial for security and maintainability. Start by considering the following questions: * What are the actions your users can perform? * How many distinct roles does your application need? Your application’s use cases will determine the answers. Here are a few common patterns: * **Simple roles**: Some applications, like an online whiteboarding tool, may only need a few roles with implicit permissions. For example, `Admin`, `Editor`, and `Viewer`. In this case, you might not even need to define granular permissions. * **Pre-defined roles and permissions**: Many applications have a fixed set of roles built from specific permissions. For a project management tool, you could define permissions like `projects:create` and `tasks:assign`, then group them into roles like `Project Manager` and `Team Member`. * **Customer-defined Roles**: For complex applications, you might allow organization owners to create custom roles with a specific set of permissions. These roles are specific to an organization rather than global to your application. Scalekit provides the flexibility to build authorization for any of these use cases. Once you have a clear plan, you can start creating your permissions and roles. Define the permissions your application needs by registering them with Scalekit. Use the `resource:action` format for clear, self-documenting permission names. You can skip this step, in case permissions may not fit your app’s authorization model. 1. ## Define the actions your users can perform as permissions [Section titled “Define the actions your users can perform as permissions”](#define-the-actions-your-users-can-perform-as-permissions) * Node.js Create permissions ```javascript 9 collapsed lines 1 // Initialize Scalekit client 2 // Use case: Register all available actions in your project management app 3 import { ScalekitClient } from "@scalekit-sdk/node"; 4 5 const scalekit = new ScalekitClient( 6 process.env.SCALEKIT_ENVIRONMENT_URL, 7 process.env.SCALEKIT_CLIENT_ID, 8 process.env.SCALEKIT_CLIENT_SECRET 9 ); 10 11 // Define your application's permissions 12 const permissions = [ 13 { 14 name: "projects:create", 15 description: "Allows users to create new projects" 16 }, 17 { 18 name: "projects:read", 19 description: "Allows users to view project details" 20 }, 21 { 22 name: "projects:update", 23 description: "Allows users to modify existing projects" 24 }, 25 { 26 name: "projects:delete", 27 description: "Allows users to remove projects" 28 }, 29 { 30 name: "tasks:assign", 31 description: "Allows users to assign tasks to team members" 32 } 33 ]; 34 35 // Register each permission with Scalekit 36 for (const permission of permissions) { 37 await scalekit.permission.createPermission(permission); 38 console.log(`Created permission: ${permission.name}`); 39 } 40 41 // Your application's permissions are now registered with Scalekit ``` * Python Create permissions ```python 12 collapsed lines 1 # Initialize Scalekit client 2 # Use case: Register all available actions in your project management app 3 from scalekit import ScalekitClient 4 5 scalekit_client = ScalekitClient( 6 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 7 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 8 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 9 ) 10 11 # Define your application's permissions 12 from scalekit.v1.roles.roles_pb2 import CreatePermission 13 14 permissions = [ 15 CreatePermission( 16 name="projects:create", 17 description="Allows users to create new projects" 18 ), 19 CreatePermission( 20 name="projects:read", 21 description="Allows users to view project details" 22 ), 23 CreatePermission( 24 name="projects:update", 25 description="Allows users to modify existing projects" 26 ), 27 CreatePermission( 28 name="projects:delete", 29 description="Allows users to remove projects" 30 ), 31 CreatePermission( 32 name="tasks:assign", 33 description="Allows users to assign tasks to team members" 34 ) 35 ] 36 37 # Register each permission with Scalekit 38 for permission in permissions: 39 scalekit_client.permissions.create_permission(permission=permission) 40 print(f"Created permission: {permission.name}") 41 42 # Your application's permissions are now registered with Scalekit ``` * Go Create permissions ```go 17 collapsed lines 1 // Initialize Scalekit client 2 // Use case: Register all available actions in your project management app 3 package main 4 5 import ( 6 "context" 7 "log" 8 "github.com/scalekit-inc/scalekit-sdk-go" 9 ) 10 11 func main() { 12 sc := scalekit.NewScalekitClient( 13 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 14 os.Getenv("SCALEKIT_CLIENT_ID"), 15 os.Getenv("SCALEKIT_CLIENT_SECRET"), 16 ) 17 18 // Define your application's permissions 19 permissions := []*scalekit.CreatePermission{ 20 { 21 Name: "projects:create", 22 Description: "Allows users to create new projects", 23 }, 24 { 25 Name: "projects:read", 26 Description: "Allows users to view project details", 27 }, 28 { 29 Name: "projects:update", 30 Description: "Allows users to modify existing projects", 31 }, 32 { 33 Name: "projects:delete", 34 Description: "Allows users to remove projects", 35 }, 36 { 37 Name: "tasks:assign", 38 Description: "Allows users to assign tasks to team members", 39 }, 40 } 41 42 // Register each permission with Scalekit 43 for _, permission := range permissions { 44 _, err := sc.Permission().CreatePermission(ctx, permission) 45 if err != nil { 46 log.Printf("Failed to create permission: %s", permission.Name) 47 continue 48 } 49 fmt.Printf("Created permission: %s\n", permission.Name) 50 } 51 52 // Your application's permissions are now registered with Scalekit 53 } ``` * Java Create permissions ```java 11 collapsed lines 1 // Initialize Scalekit client 2 // Use case: Register all available actions in your project management app 3 import com.scalekit.ScalekitClient; 4 import com.scalekit.grpc.scalekit.v1.roles.*; 5 6 ScalekitClient scalekitClient = new ScalekitClient( 7 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 8 System.getenv("SCALEKIT_CLIENT_ID"), 9 System.getenv("SCALEKIT_CLIENT_SECRET") 10 ); 11 12 // Define your application's permissions 13 List permissions = Arrays.asList( 14 CreatePermission.newBuilder() 15 .setName("projects:create") 16 .setDescription("Allows users to create new projects") 17 .build(), 18 CreatePermission.newBuilder() 19 .setName("projects:read") 20 .setDescription("Allows users to view project details") 21 .build(), 22 CreatePermission.newBuilder() 23 .setName("projects:update") 24 .setDescription("Allows users to modify existing projects") 25 .build(), 26 CreatePermission.newBuilder() 27 .setName("projects:delete") 28 .setDescription("Allows users to remove projects") 29 .build(), 30 CreatePermission.newBuilder() 31 .setName("tasks:assign") 32 .setDescription("Allows users to assign tasks to team members") 33 .build() 34 ); 35 36 // Register each permission with Scalekit 37 for (CreatePermission permission : permissions) { 38 try { 39 CreatePermissionRequest request = CreatePermissionRequest.newBuilder() 40 .setPermission(permission) 41 .build(); 42 43 scalekitClient.permissions().createPermission(request); 44 System.out.println("Created permission: " + permission.getName()); 45 } catch (Exception e) { 46 System.err.println("Error creating permission: " + e.getMessage()); 47 } 48 } 49 50 // Your application's permissions are now registered with Scalekit ``` 2. ## Register roles your applications will use [Section titled “Register roles your applications will use”](#register-roles-your-applications-will-use) Once you have defined permissions, group them into roles that match your application’s access patterns. * Node.js Create roles with permissions ```javascript 1 // Define roles with their associated permissions 2 // Use case: Create standard roles for your project management application 3 const roles = [ 4 { 5 name: 'project_admin', 6 display_name: 'Project Administrator', 7 description: 'Full access to manage projects and team members', 8 permissions: [ 9 'projects:create', 'projects:read', 'projects:update', 'projects:delete', 10 'tasks:assign' 11 ] 12 }, 13 { 14 name: 'project_manager', 15 display_name: 'Project Manager', 16 description: 'Can manage projects and assign tasks', 17 permissions: [ 18 'projects:create', 'projects:read', 'projects:update', 19 'tasks:assign' 20 ] 21 }, 22 { 23 name: 'team_member', 24 display_name: 'Team Member', 25 description: 'Can view projects and participate in tasks', 26 permissions: [ 27 'projects:read' 28 ] 29 } 30 ]; 31 32 // Register each role with Scalekit 33 for (const role of roles) { 34 await scalekit.role.createRole(role); 35 console.log(`Created role: ${role.name}`); 36 } 37 38 // Your application's roles are now registered with Scalekit ``` * Python Create roles with permissions ```python 1 # Define roles with their associated permissions 2 # Use case: Create standard roles for your project management application 3 from scalekit.v1.roles.roles_pb2 import CreateRole 4 5 roles = [ 6 CreateRole( 7 name="project_admin", 8 display_name="Project Administrator", 9 description="Full access to manage projects and team members", 10 permissions=["projects:create", "projects:read", "projects:update", "projects:delete", "tasks:assign"] 11 ), 12 CreateRole( 13 name="project_manager", 14 display_name="Project Manager", 15 description="Can manage projects and assign tasks", 16 permissions=["projects:create", "projects:read", "projects:update", "tasks:assign"] 17 ), 18 CreateRole( 19 name="team_member", 20 display_name="Team Member", 21 description="Can view projects and participate in tasks", 22 permissions=["projects:read"] 23 ) 24 ] 25 26 # Register each role with Scalekit 27 for role in roles: 28 scalekit_client.roles.create_role(role=role) 29 print(f"Created role: {role.name}") 30 31 # Your application's roles are now registered with Scalekit ``` * Go Create roles with permissions ```go 1 // Define roles with their associated permissions 2 // Use case: Create standard roles for your project management application 3 roles := []*scalekit.CreateRole{ 4 { 5 Name: "project_admin", 6 DisplayName: "Project Administrator", 7 Description: "Full access to manage projects and team members", 8 Permissions: []string{"projects:create", "projects:read", "projects:update", "projects:delete", "tasks:assign"}, 9 }, 10 { 11 Name: "project_manager", 12 DisplayName: "Project Manager", 13 Description: "Can manage projects and assign tasks", 14 Permissions: []string{"projects:create", "projects:read", "projects:update", "tasks:assign"}, 15 }, 16 { 17 Name: "team_member", 18 DisplayName: "Team Member", 19 Description: "Can view projects and participate in tasks", 20 Permissions: []string{"projects:read"}, 21 }, 22 } 23 24 // Register each role with Scalekit 25 for _, role := range roles { 26 _, err := sc.Role().CreateRole(ctx, role) 27 if err != nil { 28 log.Printf("Failed to create role: %s", role.Name) 29 continue 30 } 31 fmt.Printf("Created role: %s\n", role.Name) 32 } 33 34 // Your application's roles are now registered with Scalekit ``` * Java Create roles with permissions ```java 1 // Define roles with their associated permissions 2 // Use case: Create standard roles for your project management application 3 List roles = Arrays.asList( 4 CreateRole.newBuilder() 5 .setName("project_admin") 6 .setDisplayName("Project Administrator") 7 .setDescription("Full access to manage projects and team members") 8 .addAllPermissions(Arrays.asList("projects:create", "projects:read", "projects:update", "projects:delete", "tasks:assign")) 9 .build(), 10 CreateRole.newBuilder() 11 .setName("project_manager") 12 .setDisplayName("Project Manager") 13 .setDescription("Can manage projects and assign tasks") 14 .addAllPermissions(Arrays.asList("projects:create", "projects:read", "projects:update", "tasks:assign")) 15 .build(), 16 CreateRole.newBuilder() 17 .setName("team_member") 18 .setDisplayName("Team Member") 19 .setDescription("Can view projects and participate in tasks") 20 .addPermissions("projects:read") 21 .build() 22 ); 23 24 // Register each role with Scalekit 25 for (CreateRole role : roles) { 26 try { 27 CreateRoleRequest request = CreateRoleRequest.newBuilder() 28 .setRole(role) 29 .build(); 30 31 scalekitClient.roles().createRole(request); 32 System.out.println("Created role: " + role.getName()); 33 } catch (Exception e) { 34 System.err.println("Error creating role: " + e.getMessage()); 35 } 36 } 37 38 // Your application's roles are now registered with Scalekit ``` ## Inherit permissions through roles [Section titled “Inherit permissions through roles”](#inherit-permissions-through-roles) Large applications with extensive feature sets require sophisticated role and permission management. Scalekit enables role inheritance, allowing you to create a hierarchical access control system. Permissions can be grouped into roles, and new roles can be derived from existing base roles, providing a flexible and scalable approach to defining user access. Role assignment in Scalekit automatically grants a user all permissions defined within that role. This is how you can implement use it: 1. Your app defines the permissions and assigns to a role. Let’s say `viewer` role. 2. When creating new role called `editor`, you specify that it inherits the permissions from the `viewer` role. 3. When creating new role called `project_owner`, you specify that it inherits the permissions from the `editor` role. Take a look at our [Roles and Permissions APIs](https://docs.scalekit.com/apis/#tag/roles/get/api/v1/roles). ## Manage roles and permissions in the dashboard [Section titled “Manage roles and permissions in the dashboard”](#manage-roles-and-permissions-in-the-dashboard) For most applications, the simplest way to create and manage roles and permissions is through the Scalekit dashboard. This approach works well when you have a fixed set of roles and permissions that don’t need to be modified by users in your application. You can set up your authorization model once during application configuration and manage it through the dashboard going forward. ![](/.netlify/images?url=_astro%2Fapp-roles-view.CxtYSlHh.png\&w=3026\&h=1802\&dpl=6a3b904fcb23b100084833a2) 1. Navigate to **Dashboard** > **Roles & Permissions** > **Permissions** to create permissions: * Click **Create Permission** and provide: * **Name** - Machine-friendly identifier (e.g., `projects:create`) * **Display Name** - Human-readable label (e.g., “Create Projects”) * **Description** - Clear explanation of what this permission allows 2. Go to **Dashboard** > **Roles & Permissions** > **Roles** to create roles: * Click **Create Role** and provide: * **Name** - Machine-friendly identifier (e.g., `project_manager`) * **Display Name** - Human-readable label (e.g., “Project Manager”) * **Description** - Clear explanation of the role’s purpose * **Permissions** - Select the permissions to include in this role 3. Configure default roles for new users who join organizations 4. Organization administrators can create organization-specific roles by going to **Dashboard** > **Organizations** > **Select organization** > **Roles** Now that you have created roles and permissions in Scalekit, the next step is to assign these roles to users in your application. ### Configure organization specific roles [Section titled “Configure organization specific roles”](#configure-organization-specific-roles) Organization-level roles let organization administrators create custom roles that apply only within their specific organization. These roles are separate from any application-level roles you define. ![](/.netlify/images?url=_astro%2Fadd-organization-role.D9e4-Diz.png\&w=2934\&h=1586\&dpl=6a3b904fcb23b100084833a2) You can create organization-level roles from the Scalekit Dashboard: * Go to **Organizations → Select an organization → Roles** * In **Organization roles** section, Click **+ Add role** and provide: * **Display name**: Human-readable name (e.g., “Manager”) * **Name (key)**: Machine-friendly identifier (e.g., `manager`) * **Description**: Clear explanation of what users with this role can do --- # DOCUMENT BOUNDARY --- # Implement access control > Verify permissions and roles in your application code to control user access After configuring permissions and roles, the next critical step is implementing access control directly within your application code. This is achieved by carefully examining the roles and permissions embedded in the user’s access token to make authorization decisions. Scalekit conveniently packages these authorization details during the authentication process, providing you with a comprehensive set of data to make precise access control decisions without requiring additional API calls. Review the authorization flow This section focuses on implementing access control, which naturally follows user authentication. We recommend completing the authentication [quickstart](/authenticate/fsa/quickstart) before diving into these access control implementation details. ## Start by inspecting the access token [Section titled “Start by inspecting the access token”](#start-by-inspecting-the-access-token) When you [exchange the code for a user profile](/authenticate/fsa/complete-login/), Scalekit also adds additional information that help your app determine the access control decisions. * Auth result ```js 1 { 2 user: { 3 email: "john.doe@example.com", 4 emailVerified: true, 5 givenName: "John", 6 name: "John Doe", 7 id: "usr_74599896446906854" 8 }, 9 idToken: "eyJhbGciO..", // Decode for full user details 10 11 accessToken: "eyJhbGciOi..", 12 refreshToken: "rt_8f7d6e5c4b3a2d1e0f9g8h7i6j..", 13 expiresIn: 299 // in seconds 14 } ``` * Decoded ID token ID token decoded ```json 1 { 2 "at_hash": "ec_jU2ZKpFelCKLTRWiRsg", 3 "aud": [ 4 "skc_58327482062864390" 5 ], 6 "azp": "skc_58327482062864390", 7 "c_hash": "6wMreK9kWQQY6O5R0CiiYg", 8 "client_id": "skc_58327482062864390", 9 "email": "john.doe@example.com", 10 "email_verified": true, 11 "exp": 1742975822, 12 "family_name": "Doe", 13 "given_name": "John", 14 "iat": 1742974022, 15 "iss": "https://scalekit-z44iroqaaada-dev.scalekit.cloud", 16 "name": "John Doe", 17 "oid": "org_59615193906282635", 18 "sid": "ses_65274187031249433", 19 "sub": "usr_63261014140912135" 20 } ``` * Decoded access token Decoded access token ```json 1 { 2 "aud": [ 3 "prd_skc_7848964512134X699" 4 ], 5 "client_id": "prd_skc_7848964512134X699", 6 "exp": 1758265247, 7 "iat": 1758264947, 8 "iss": "https://login.devramp.ai", 9 "jti": "tkn_90928731115292X63", 10 "nbf": 1758264947, 11 "oid": "org_89678001X21929734", 12 "permissions": [ 13 "workspace_data:write", 14 "workspace_data:read" 15 ], 16 "roles": [ 17 "admin" 18 ], 19 "sid": "ses_90928729571723X24", 20 "sub": "usr_8967800122X995270", 21 // External identifiers if updated on Scalekit 22 "xoid": "ext_org_123", // Organization ID 23 "xuid": "ext_usr_456", // User ID 24 } ``` Let’s closely look at the access token: Decoded access token ```json { "aud": ["skc_987654321098765432"], "client_id": "skc_987654321098765432", "exp": 1750850145, "iat": 1750849845, "iss": "http://example.localhost:8889", "jti": "tkn_987654321098765432", "nbf": 1750849845, "roles": ["project_manager", "member"], "oid": "org_69615647365005430", "permissions": ["projects:create", "projects:read", "projects:update", "tasks:assign"], "sid": "ses_987654321098765432", "sub": "usr_987654321098765432" } ``` The `roles` and `permissions` values provide runtime insights into the user’s access constraints directly within the access token, eliminating the need for additional API requests. Crucially, always validate the token’s integrity before relying on the embedded authorization details. * Node.js Validate and decode access token in middleware ```javascript 1 // Middleware to validate tokens and extract authorization data 2 const validateAndExtractAuth = async (req, res, next) => { 3 try { 4 // Extract access token from cookie (decrypt if needed) 5 const accessToken = decrypt(req.cookies.accessToken); 6 7 // Validate the token using Scalekit SDK 8 const isValid = await scalekit.validateAccessToken(accessToken); 9 10 if (!isValid) { 11 return res.status(401).json({ error: 'Invalid or expired token' }); 12 } 13 14 // Decode token to get roles and permissions using any JWT decode library 15 const tokenData = await decodeAccessToken(accessToken); 16 17 // Make authorization data available to route handlers 18 req.user = { 19 id: tokenData.sub, 20 organizationId: tokenData.oid, 21 roles: tokenData.roles || [], 22 permissions: tokenData.permissions || [] 23 }; 24 25 next(); 26 } catch (error) { 27 return res.status(401).json({ error: 'Authentication failed' }); 28 } 29 }; ``` * Python Validate and decode access token ```python 4 collapsed lines 1 from scalekit import ScalekitClient 2 from functools import wraps 3 import jwt 4 5 scalekit_client = ScalekitClient(/* your credentials */) 6 7 def validate_and_extract_auth(f): 8 @wraps(f) 9 def decorated_function(*args, **kwargs): 10 try: 11 # Extract access token from cookie (decrypt if needed) 12 access_token = decrypt(request.cookies.get('accessToken')) 13 14 # Validate the token using Scalekit SDK 15 is_valid = scalekit_client.validate_access_token(access_token) 16 17 if not is_valid: 18 return jsonify({'error': 'Invalid or expired token'}), 401 19 20 # Decode token to get roles and permissions 21 token_data = scalekit_client.decode_access_token(access_token) 22 23 # Make authorization data available to route handlers 24 request.user = { 25 'id': token_data.get('sub'), 26 'organization_id': token_data.get('oid'), 27 'roles': token_data.get('roles', []), 28 'permissions': token_data.get('permissions', []) 29 } 30 31 return f(*args, **kwargs) 32 except Exception as e: 33 return jsonify({'error': 'Authentication failed'}), 401 34 35 return decorated_function ``` * Go Validate and decode access token ```go 7 collapsed lines 1 import ( 2 "context" 3 "encoding/json" 4 "net/http" 5 "github.com/scalekit-inc/scalekit-sdk-go" 6 ) 7 8 scalekitClient := scalekit.NewScalekitClient(/* your credentials */) 9 10 func validateAndExtractAuth(next http.HandlerFunc) http.HandlerFunc { 11 return func(w http.ResponseWriter, r *http.Request) { 12 // Extract access token from cookie (decrypt if needed) 13 cookie, err := r.Cookie("accessToken") 14 if err != nil { 15 http.Error(w, `{"error": "No access token provided"}`, http.StatusUnauthorized) 16 return 17 } 18 19 accessToken, err := decrypt(cookie.Value) 20 if err != nil { 21 http.Error(w, `{"error": "Token decryption failed"}`, http.StatusUnauthorized) 22 return 23 } 24 25 // Validate the token using Scalekit SDK 26 isValid, err := scalekitClient.ValidateAccessToken(r.Context(), accessToken) 27 if err != nil || !isValid { 28 http.Error(w, `{"error": "Invalid or expired token"}`, http.StatusUnauthorized) 29 return 30 } 31 32 // Decode token to get roles and permissions using any JWT decode lib 33 tokenData, err := DecodeAccessToken(accessToken) 34 if err != nil { 35 http.Error(w, `{"error": "Token decode failed"}`, http.StatusUnauthorized) 36 return 37 } 38 39 // Add authorization data to request context 40 user := map[string]interface{}{ 41 "id": tokenData["sub"], 42 "organization_id": tokenData["oid"], 43 "roles": tokenData["roles"], 44 "permissions": tokenData["permissions"], 45 } 46 47 ctx := context.WithValue(r.Context(), "user", user) 48 next(w, r.WithContext(ctx)) 49 } 50 } ``` * Java Validate and decode access token ```java 7 collapsed lines 1 import com.scalekit.ScalekitClient; 2 import javax.servlet.http.HttpServletRequest; 3 import javax.servlet.http.HttpServletResponse; 4 import org.springframework.web.servlet.HandlerInterceptor; 5 import java.util.Map; 6 import java.util.HashMap; 7 8 @Component 9 public class AuthorizationInterceptor implements HandlerInterceptor { 10 private final ScalekitClient scalekit; 11 12 @Override 13 public boolean preHandle( 14 HttpServletRequest request, 15 HttpServletResponse response, 16 Object handler 17 ) throws Exception { 18 try { 19 // Extract access token from cookie (decrypt if needed) 20 String accessToken = getCookieValue(request, "accessToken"); 21 String decryptedToken = decrypt(accessToken); 22 23 // Validate the token using Scalekit SDK 24 boolean isValid = scalekit.authentication().validateAccessToken(decryptedToken); 25 26 if (!isValid) { 27 response.setStatus(HttpStatus.UNAUTHORIZED.value()); 28 response.getWriter().write("{\"error\": \"Invalid or expired token\"}"); 29 return false; 30 } 31 32 // Decode token to get roles and permissions using any JWT decode lib 33 Map tokenData = decodeAccessToken(decryptedToken); 34 35 // Make authorization data available to controllers 36 Map user = new HashMap<>(); 37 user.put("id", tokenData.get("sub")); 38 user.put("organizationId", tokenData.get("oid")); 39 user.put("roles", tokenData.get("roles")); 40 user.put("permissions", tokenData.get("permissions")); 41 42 request.setAttribute("user", user); 43 return true; 44 45 } catch (Exception e) { 46 response.setStatus(HttpStatus.UNAUTHORIZED.value()); 47 response.getWriter().write("{\"error\": \"Authentication failed\"}"); 48 return false; 49 } 50 } 51 } ``` This approach makes user roles and permissions available throughout different routes of your application, enabling consistent and secure access control across all endpoints. ## Verify user’s role to allow access to protected resources [Section titled “Verify user’s role to allow access to protected resources”](#verify-users-role-to-allow-access-to-protected-resources) Role-based access control (RBAC) provides a straightforward way to manage permissions by grouping them into logical roles. Instead of checking individual permissions for every action, your application can simply verify if the user has the required role, making access control decisions more efficient and easier to maintain. Tip Use roles for broad access control patterns like admin access, management privileges, or user tiers. Reserve permissions for fine-grained control over specific actions and resources. * Node.js Role-based access control ```javascript 17 collapsed lines 1 // Helper function to check roles 2 function hasRole(user, requiredRole) { 3 return user.roles && user.roles.includes(requiredRole); 4 } 5 6 // Middleware to require specific roles 7 function requireRole(role) { 8 return (req, res, next) => { 9 if (!hasRole(req.user, role)) { 10 return res.status(403).json({ 11 error: `Access denied. Required role: ${role}` 12 }); 13 } 14 next(); 15 }; 16 } 17 18 // Admin-only routes 19 app.get('/api/admin/users', validateAndExtractAuth, requireRole('admin'), (req, res) => { 20 // Only admin users can access this endpoint 21 res.json(getAllUsers(req.user.organizationId)); 22 }); 23 24 // Multiple role check 25 app.post('/api/admin/invite-user', validateAndExtractAuth, (req, res) => { 26 const user = req.user; 27 28 // Allow admins or managers to invite users 29 if (!hasRole(user, 'admin') && !hasRole(user, 'manager')) { 30 return res.status(403).json({ error: 'Only admins and managers can invite users' }); 31 } 32 33 const invitation = createUserInvitation(req.body, user.organizationId); 34 res.json(invitation); 35 }); ``` * Python Role-based access control ```python 17 collapsed lines 1 # Helper function to check roles 2 def has_role(user, required_role): 3 roles = user.get('roles', []) 4 return required_role in roles 5 6 # Decorator to require specific roles 7 def require_role(role): 8 def decorator(f): 9 @wraps(f) 10 def decorated_function(*args, **kwargs): 11 user = getattr(request, 'user', {}) 12 if not has_role(user, role): 13 return jsonify({'error': f'Access denied. Required role: {role}'}), 403 14 return f(*args, **kwargs) 15 return decorated_function 16 return decorator 17 18 # Admin-only routes 19 @app.route('/api/admin/users') 20 @validate_and_extract_auth 21 @require_role('admin') 22 def get_all_users(): 23 # Only admin users can access this endpoint 24 return jsonify(get_all_users_for_org(request.user['organization_id'])) 25 26 # Multiple role check 27 @app.route('/api/admin/invite-user', methods=['POST']) 28 @validate_and_extract_auth 29 def invite_user(): 30 user = request.user 31 32 # Allow admins or managers to invite users 33 if not has_role(user, 'admin') and not has_role(user, 'manager'): 34 return jsonify({'error': 'Only admins and managers can invite users'}), 403 35 36 invitation = create_user_invitation(request.json, user['organization_id']) 37 return jsonify(invitation) ``` * Go Role-based access control ```go 31 collapsed lines 1 // Helper function to check roles 2 func hasRole(user map[string]interface{}, requiredRole string) bool { 3 roles, ok := user["roles"].([]interface{}) 4 if !ok { 5 return false 6 } 7 8 for _, role := range roles { 9 if roleStr, ok := role.(string); ok && roleStr == requiredRole { 10 return true 11 } 12 } 13 return false 14 } 15 16 // Middleware to require specific roles 17 func requireRole(role string) func(http.HandlerFunc) http.HandlerFunc { 18 return func(next http.HandlerFunc) http.HandlerFunc { 19 return func(w http.ResponseWriter, r *http.Request) { 20 user := r.Context().Value("user").(map[string]interface{}) 21 22 if !hasRole(user, role) { 23 http.Error(w, fmt.Sprintf(`{"error": "Access denied. Required role: %s"}`, role), http.StatusForbidden) 24 return 25 } 26 27 next(w, r) 28 } 29 } 30 } 31 32 // Admin-only routes 33 func getAllUsersHandler(w http.ResponseWriter, r *http.Request) { 34 user := r.Context().Value("user").(map[string]interface{}) 35 orgId := user["organization_id"].(string) 36 37 // Only admin users can access this endpoint 38 users := getAllUsersForOrg(orgId) 39 json.NewEncoder(w).Encode(users) 40 } 41 42 // Route setup with role middleware 43 http.HandleFunc("/api/admin/users", validateAndExtractAuth(requireRole("admin")(getAllUsersHandler))) ``` * Java Role-based access control ```java 1 @RestController 2 public class AdminController { 7 collapsed lines 3 4 // Helper method to check roles 5 private boolean hasRole(Map user, String requiredRole) { 6 List roles = (List) user.get("roles"); 7 return roles != null && roles.contains(requiredRole); 8 } 9 10 // Admin-only endpoint 11 @GetMapping("/api/admin/users") 12 public ResponseEntity> getAllUsers(HttpServletRequest request) { 13 Map user = (Map) request.getAttribute("user"); 14 15 // Check for admin role 16 if (!hasRole(user, "admin")) { 17 return ResponseEntity.status(HttpStatus.FORBIDDEN).build(); 18 } 19 20 String orgId = (String) user.get("organizationId"); 21 List users = userService.getAllUsersForOrg(orgId); 22 return ResponseEntity.ok(users); 23 } 24 25 @PostMapping("/api/admin/invite-user") 26 public ResponseEntity inviteUser( 27 @RequestBody InviteUserRequest request, 28 HttpServletRequest httpRequest 29 ) { 30 Map user = (Map) httpRequest.getAttribute("user"); 31 32 // Allow admins or managers to invite users 33 if (!hasRole(user, "admin") && !hasRole(user, "manager")) { 34 return ResponseEntity.status(HttpStatus.FORBIDDEN).build(); 35 } 36 37 String orgId = (String) user.get("organizationId"); 38 Invitation invitation = userService.createInvitation(request, orgId); 39 return ResponseEntity.ok(invitation); 40 } 41 } ``` ## Verify user’s permissions to allow specific actions [Section titled “Verify user’s permissions to allow specific actions”](#verify-users-permissions-to-allow-specific-actions) Permission-based access control provides granular control over specific actions and resources within your application. While roles offer broad access patterns, permissions allow you to define exactly what operations users can perform, enabling precise security controls and the principle of least privilege. Note Permissions are typically formatted as `resource:action` (e.g., `projects:create`, `users:read`, `reports:delete`) to provide clear, consistent naming conventions that make your access control logic more readable and maintainable. * Node.js Permission-based access control ```javascript 17 collapsed lines 1 // Helper function to check permissions 2 function hasPermission(user, requiredPermission) { 3 return user.permissions && user.permissions.includes(requiredPermission); 4 } 5 6 // Middleware to require specific permissions 7 function requirePermission(permission) { 8 return (req, res, next) => { 9 if (!hasPermission(req.user, permission)) { 10 return res.status(403).json({ 11 error: `Access denied. Required permission: ${permission}` 12 }); 13 } 14 next(); 15 }; 16 } 17 18 // Protected routes with permission checks 19 app.get('/api/projects', validateAndExtractAuth, requirePermission('projects:read'), (req, res) => { 20 // User has projects:read permission - allow access 21 res.json(getProjects(req.user.organizationId)); 22 }); 23 24 app.post('/api/projects', validateAndExtractAuth, requirePermission('projects:create'), (req, res) => { 25 // User has projects:create permission - allow creation 26 const newProject = createProject(req.body, req.user.organizationId); 27 res.json(newProject); 28 }); 29 30 // Multiple permission check 31 app.delete('/api/projects/:id', validateAndExtractAuth, (req, res) => { 32 const user = req.user; 33 34 // Check if user has either admin role or specific delete permission 35 if (!hasPermission(user, 'projects:delete') && !user.roles.includes('admin')) { 36 return res.status(403).json({ error: 'Cannot delete projects' }); 37 } 38 39 deleteProject(req.params.id, user.organizationId); 40 res.json({ success: true }); 41 }); ``` * Python Permission-based access control ```python 17 collapsed lines 1 # Helper function to check permissions 2 def has_permission(user, required_permission): 3 permissions = user.get('permissions', []) 4 return required_permission in permissions 5 6 # Decorator to require specific permissions 7 def require_permission(permission): 8 def decorator(f): 9 @wraps(f) 10 def decorated_function(*args, **kwargs): 11 user = getattr(request, 'user', {}) 12 if not has_permission(user, permission): 13 return jsonify({'error': f'Access denied. Required permission: {permission}'}), 403 14 return f(*args, **kwargs) 15 return decorated_function 16 return decorator 17 18 # Protected routes with permission checks 19 @app.route('/api/projects') 20 @validate_and_extract_auth 21 @require_permission('projects:read') 22 def get_projects(): 23 # User has projects:read permission - allow access 24 return jsonify(get_projects_for_org(request.user['organization_id'])) 25 26 @app.route('/api/projects', methods=['POST']) 27 @validate_and_extract_auth 28 @require_permission('projects:create') 29 def create_project(): 30 # User has projects:create permission - allow creation 31 new_project = create_project_for_org(request.json, request.user['organization_id']) 32 return jsonify(new_project) 33 34 # Multiple permission check 35 @app.route('/api/projects/', methods=['DELETE']) 36 @validate_and_extract_auth 37 def delete_project(project_id): 38 user = request.user 39 40 # Check if user has either admin role or specific delete permission 41 if not has_permission(user, 'projects:delete') and 'admin' not in user.get('roles', []): 42 return jsonify({'error': 'Cannot delete projects'}), 403 43 44 delete_project_from_org(project_id, user['organization_id']) 45 return jsonify({'success': True}) ``` * Go Permission-based access control ```go 1 // Helper function to check permissions 2 func hasPermission(user map[string]interface{}, requiredPermission string) bool { 3 permissions, ok := user["permissions"].([]interface{}) 4 if !ok { 5 return false 6 } 7 8 for _, perm := range permissions { 9 if permStr, ok := perm.(string); ok && permStr == requiredPermission { 10 return true 11 } 12 } 13 return false 14 } 15 16 // Middleware to require specific permissions 17 func requirePermission(permission string) func(http.HandlerFunc) http.HandlerFunc { 18 return func(next http.HandlerFunc) http.HandlerFunc { 19 return func(w http.ResponseWriter, r *http.Request) { 20 user := r.Context().Value("user").(map[string]interface{}) 21 22 if !hasPermission(user, permission) { 23 http.Error(w, fmt.Sprintf(`{"error": "Access denied. Required permission: %s"}`, permission), http.StatusForbidden) 24 return 25 } 26 27 next(w, r) 28 } 29 } 30 } 31 32 // Protected routes with permission checks 33 func getProjectsHandler(w http.ResponseWriter, r *http.Request) { 34 user := r.Context().Value("user").(map[string]interface{}) 35 orgId := user["organization_id"].(string) 36 37 // User has projects:read permission - allow access 38 projects := getProjectsForOrg(orgId) 39 json.NewEncoder(w).Encode(projects) 40 } 41 42 func createProjectHandler(w http.ResponseWriter, r *http.Request) { 43 user := r.Context().Value("user").(map[string]interface{}) 44 orgId := user["organization_id"].(string) 45 46 // User has projects:create permission - allow creation 47 var projectData map[string]interface{} 48 json.NewDecoder(r.Body).Decode(&projectData) 49 50 newProject := createProjectForOrg(projectData, orgId) 51 json.NewEncoder(w).Encode(newProject) 52 } 53 54 // Route setup with middleware 55 http.HandleFunc("/api/projects", validateAndExtractAuth(requirePermission("projects:read")(getProjectsHandler))) 56 http.HandleFunc("/api/projects/create", validateAndExtractAuth(requirePermission("projects:create")(createProjectHandler))) ``` * Java Permission-based access control ```java 1 @RestController 2 public class ProjectController { 3 4 // Helper method to check permissions 5 private boolean hasPermission(Map user, String requiredPermission) { 6 List permissions = (List) user.get("permissions"); 7 return permissions != null && permissions.contains(requiredPermission); 8 } 9 10 // Annotation-based permission checking 11 @GetMapping("/api/projects") 12 @PreAuthorize("hasPermission('projects:read')") 13 public ResponseEntity> getProjects(HttpServletRequest request) { 14 Map user = (Map) request.getAttribute("user"); 15 String orgId = (String) user.get("organizationId"); 16 17 // User has projects:read permission - allow access 18 List projects = projectService.getProjectsForOrg(orgId); 19 return ResponseEntity.ok(projects); 20 } 21 22 @PostMapping("/api/projects") 23 public ResponseEntity createProject( 24 @RequestBody CreateProjectRequest request, 25 HttpServletRequest httpRequest 26 ) { 27 Map user = (Map) httpRequest.getAttribute("user"); 28 29 // Check permission manually 30 if (!hasPermission(user, "projects:create")) { 31 return ResponseEntity.status(HttpStatus.FORBIDDEN) 32 .body(null); 33 } 34 35 String orgId = (String) user.get("organizationId"); 36 Project newProject = projectService.createProject(request, orgId); 37 return ResponseEntity.ok(newProject); 38 } 39 40 @DeleteMapping("/api/projects/{projectId}") 41 public ResponseEntity> deleteProject( 42 @PathVariable String projectId, 43 HttpServletRequest request 44 ) { 45 Map user = (Map) request.getAttribute("user"); 46 List roles = (List) user.get("roles"); 47 48 // Check if user has either admin role or specific delete permission 49 if (!hasPermission(user, "projects:delete") && !roles.contains("admin")) { 50 return ResponseEntity.status(HttpStatus.FORBIDDEN) 51 .body(Map.of("error", true)); 52 } 53 54 String orgId = (String) user.get("organizationId"); 55 projectService.deleteProject(projectId, orgId); 56 return ResponseEntity.ok(Map.of("success", true)); 57 } 58 } ``` By implementing both role-based and permission-based access control, your application now has a comprehensive security framework that protects different routes and endpoints. You can combine both approaches to create fine-grained access control that matches your application’s specific requirements. **Admin bypass pattern**: Allow users with `admin` role to bypass certain permission checks while maintaining granular control for other users **Resource ownership pattern**: Combine role/permission checks with resource ownership verification (e.g., users can only edit their own projects unless they have admin role) **Time-based access pattern**: Consider implementing time-based restrictions for sensitive operations, especially for roles with elevated permissions Caution Never implement authorization logic solely on the client side. Always perform server-side validation of roles and permissions, as client-side checks can be bypassed by malicious users. --- # DOCUMENT BOUNDARY --- # Code samples > Full stack auth code samples demonstrating complete authentication implementations with hosted login and session management ### [Full Stack Auth with Next.js](https://github.com/scalekit-inc/scalekit-nextjs-auth-example) [Complete authentication solution for Next.js apps. Includes hosted login pages, session management, and protected routes](https://github.com/scalekit-inc/scalekit-nextjs-auth-example) ### [Full Stack Auth with FastAPI](https://github.com/scalekit-inc/scalekit-fastapi-auth-example) [Authentication template for FastAPI projects. Featuring integrated user sessions, hosted login flow, and ready-to-use route protection specifically tailored for Python web backends.](https://github.com/scalekit-inc/scalekit-fastapi-auth-example) ### [Full Stack Auth with Flask](https://github.com/scalekit-inc/scalekit-flask-auth-example) [Authentication template for Flask applications. Features session management, hosted login flow, and decorator-based route protection](https://github.com/scalekit-inc/scalekit-flask-auth-example) ### [Full Stack Auth with Django](https://github.com/scalekit-inc/scalekit-django-auth-example) [Authentication template for Django projects. Features session management, hosted login flow, and middleware-based route protection](https://github.com/scalekit-inc/scalekit-django-auth-example) ### [Full Stack Auth with Express](https://github.com/scalekit-inc/scalekit-express-auth-example) [Complete authentication solution for Express.js applications. Includes hosted login pages, session management, and middleware-protected routes](https://github.com/scalekit-inc/scalekit-express-auth-example) ### [Full Stack Auth with Spring Boot](https://github.com/scalekit-inc/scalekit-springboot-auth-example) [End-to-end authentication for Java applications. Features Spring Security integration, hosted login, and session handling](https://github.com/scalekit-inc/scalekit-springboot-auth-example) ### [Full Stack Auth with Laravel](https://github.com/scalekit-inc/scalekit-laravel-auth-example) [Complete authentication solution for Laravel applications. Includes hosted login pages, session management, and middleware-protected routes](https://github.com/scalekit-inc/scalekit-laravel-auth-example) ### End to end full stack auth demo Coffee Desk App Complete coffee shop management application with full stack. Features workspaces, organization switcher, and mulitple auth methods [View demo](https://dashboard.coffeedesk.app/) | [View code](https://github.com/scalekit-inc/coffee-desk-demo) --- # DOCUMENT BOUNDARY --- # Implement logout > Terminate user sessions across your application and Scalekit When implementing logout functionality, you need to consider three session layers where user authentication state is maintained: 1. **Application session layer**: Your application stores session tokens (access tokens, refresh tokens, ID tokens) in browser cookies. You control this layer completely. 2. **Scalekit session layer**: Scalekit maintains a session for the user and stores their information. When users return to Scalekit’s authentication page, their information is remembered for a smoother experience. 3. **Identity provider session layer**: When users authenticate with external providers (for example, Okta through enterprise SSO), those providers maintain their own sessions. Users won’t be prompted to sign in again if they’re already signed into the provider. This guide shows you how to clear the application session layer and invalidate the Scalekit session layer in a single logout endpoint. ![Logout flow showing three session layers](/.netlify/images?url=_astro%2F1.DR4kQkNT.png\&w=4056\&h=2344\&dpl=6a3b904fcb23b100084833a2) 1. ## Create a logout endpoint [Section titled “Create a logout endpoint”](#create-a-logout-endpoint) Create a `/logout` endpoint in your application that handles the complete logout flow: extracting the ID token, generating the Scalekit logout URL (which points to Scalekit’s `/oidc/logout` endpoint), clearing session cookies, and redirecting to Scalekit. * Node.js Express.js ```javascript 1 app.get('/logout', (req, res) => { 2 // Step 1: Extract the ID token (needed for Scalekit logout) 3 const idTokenHint = req.cookies.idToken; 4 const postLogoutRedirectUri = 'http://localhost:3000/login'; 5 6 // Step 2: Generate the Scalekit logout URL (points to /oidc/logout endpoint) 7 const logoutUrl = scalekit.getLogoutUrl( 8 idTokenHint, // ID token to invalidate 9 postLogoutRedirectUri // URL that scalekit redirects after session invalidation 10 ); 11 12 // Step 3: Clear all session cookies 13 res.clearCookie('accessToken'); 14 res.clearCookie('refreshToken'); 15 res.clearCookie('idToken'); // Clear AFTER using it for logout URL 16 17 // Step 4: Redirect to Scalekit to invalidate the session 18 res.redirect(logoutUrl); 19 }); ``` * Python Flask ```python 1 from flask import request, redirect, make_response 2 from scalekit import LogoutUrlOptions 3 4 @app.route('/logout') 5 def logout(): 6 # Step 1: Extract the ID token (needed for Scalekit logout) 7 id_token = request.cookies.get('idToken') 8 post_logout_redirect_uri = 'http://localhost:3000/login' 9 10 # Step 2: Generate the Scalekit logout URL (points to /oidc/logout endpoint) 11 logout_url = scalekit_client.get_logout_url( 12 LogoutUrlOptions( 13 id_token_hint=id_token, 14 post_logout_redirect_uri=post_logout_redirect_uri 15 ) 16 ) 17 18 # Step 3: Create response and clear all session cookies 19 response = make_response(redirect(logout_url)) 20 response.set_cookie('accessToken', '', max_age=0) 21 response.set_cookie('refreshToken', '', max_age=0) 22 response.set_cookie('idToken', '', max_age=0) # Clear AFTER using it for logout URL 23 24 # Step 4: Return response that redirects to Scalekit 25 return response ``` * Go Gin ```go 1 func logoutHandler(c *gin.Context) { 2 // Step 1: Extract the ID token (needed for Scalekit logout) 3 idToken, _ := c.Cookie("idToken") 4 postLogoutRedirectURI := "http://localhost:3000/login" 5 6 // Step 2: Generate the Scalekit logout URL (points to /oidc/logout endpoint) 7 logoutURL, err := scalekitClient.GetLogoutUrl(LogoutUrlOptions{ 8 IdTokenHint: idToken, 9 PostLogoutRedirectUri: postLogoutRedirectURI, 10 }) 11 if err != nil { 12 c.JSON(http.StatusInternalServerError, gin.H{"error": err.Error()}) 13 return 14 } 15 16 // Step 3: Clear all session cookies 17 c.SetCookie("accessToken", "", -1, "/", "", true, true) 18 c.SetCookie("refreshToken", "", -1, "/", "", true, true) 19 c.SetCookie("idToken", "", -1, "/", "", true, true) // Clear AFTER using it for logout URL 20 21 // Step 4: Redirect to Scalekit to invalidate the session 22 c.Redirect(http.StatusFound, logoutURL.String()) 23 } ``` * Java Spring Boot ```java 1 @GetMapping("/logout") 2 public void logout(HttpServletRequest request, HttpServletResponse response) throws IOException { 3 // Step 1: Extract the ID token (needed for Scalekit logout) 4 String idToken = request.getCookies() != null ? 5 Arrays.stream(request.getCookies()) 6 .filter(c -> c.getName().equals("idToken")) 7 .findFirst() 8 .map(Cookie::getValue) 9 .orElse(null) : null; 10 11 String postLogoutRedirectUri = "http://localhost:3000/login"; 12 13 // Step 2: Generate the Scalekit logout URL (points to /oidc/logout endpoint) 14 LogoutUrlOptions options = new LogoutUrlOptions(); 15 options.setIdTokenHint(idToken); 16 options.setPostLogoutRedirectUri(postLogoutRedirectUri); 17 URL logoutUrl = scalekitClient.authentication().getLogoutUrl(options); 18 19 // Step 3: Clear all session cookies with security attributes 20 Cookie accessTokenCookie = new Cookie("accessToken", null); 21 accessTokenCookie.setMaxAge(0); 22 accessTokenCookie.setPath("/"); 23 accessTokenCookie.setHttpOnly(true); 24 accessTokenCookie.setSecure(true); 25 response.addCookie(accessTokenCookie); 26 27 Cookie refreshTokenCookie = new Cookie("refreshToken", null); 28 refreshTokenCookie.setMaxAge(0); 29 refreshTokenCookie.setPath("/"); 30 refreshTokenCookie.setHttpOnly(true); 31 refreshTokenCookie.setSecure(true); 32 response.addCookie(refreshTokenCookie); 33 34 Cookie idTokenCookie = new Cookie("idToken", null); 35 idTokenCookie.setMaxAge(0); 36 idTokenCookie.setPath("/"); 37 idTokenCookie.setHttpOnly(true); 38 idTokenCookie.setSecure(true); 39 response.addCookie(idTokenCookie); // Clear AFTER using it for logout URL 40 41 // Step 4: Redirect to Scalekit to invalidate the session 42 response.sendRedirect(logoutUrl.toString()); 43 } ``` The logout flow clears cookies **AFTER** extracting the ID token and generating the logout URL. This ensures the ID token is available for Scalekit’s logout endpoint. Why must logout be a browser redirect? You must redirect to the `/oidc/logout` endpoint using a **browser redirect**, not through an API call. Redirecting the browser to Scalekit’s logout URL ensures the session cookie is automatically sent with the request, allowing Scalekit to correctly identify and end the user’s session. 2. ## Configure post-logout redirect URL [Section titled “Configure post-logout redirect URL”](#configure-post-logout-redirect-url) After users log out, Scalekit redirects them to the URL you specify in the `post_logout_redirect_uri` parameter. This URL must be registered in your Scalekit dashboard under **Dashboard > Authentication > Redirects > Post Logout URL**. Scalekit only redirects to URLs from your allow list. This prevents unauthorized redirects and protects your users. If you need different redirect URLs for different applications, you can register multiple post-logout URLs in your dashboard. Logout security checklist * Extract the ID token BEFORE clearing cookies (needed for Scalekit logout) * Clear all session cookies from your application * Redirect to Scalekit’s logout endpoint to invalidate the session server-side * Ensure your post-logout redirect URI is registered in the Scalekit dashboard ## Common logout scenarios [Section titled “Common logout scenarios”](#common-logout-scenarios) Which endpoint should I use for logout? Use `/oidc/logout` (end\_session\_endpoint) for user logout functionality. This endpoint requires a browser redirect and clears the user’s session server-side. Why must logout be a browser redirect? You need to route to the `/oidc/logout` endpoint through a **browser redirect**, not with an API request. Redirecting the browser to Scalekit’s logout URL ensures the session cookie is sent automatically, so Scalekit can correctly locate and end the user’s session. **❌ Doesn’t work - API call from frontend:** ```javascript 1 fetch('https://your-env.scalekit.dev/oidc/logout', { 2 method: 'POST', 3 body: JSON.stringify({ id_token_hint: idToken }) 4 }); 5 // Session cookie is NOT included, Scalekit can't identify the session ``` **✅ Works - Browser redirect:** ```javascript 1 const logoutUrl = scalekit.getLogoutUrl(idToken, postLogoutRedirectUri); 2 window.location.href = logoutUrl; 3 // Browser includes session cookies automatically ``` **Why:** Your user session is stored in an HttpOnly cookie. API requests from JavaScript or backend servers don’t include this cookie, so Scalekit can’t identify which session to terminate. Session not clearing after logout? If clicking login after logout bypasses the login screen and logs you back in automatically, check the following: 1. **Verify the logout method** - Open browser DevTools → Network tab and trigger logout: * ✅ Type should show **“document”** (navigation) * ❌ Type should **NOT** show “fetch” or “xhr” * Check that the `Cookie` header is present in the request 2. **Check post-logout redirect URI** - Ensure it’s registered in **Dashboard > Authentication > Redirects > Post Logout URL**. --- # DOCUMENT BOUNDARY --- # Manage user sessions > Store tokens safely with proper cookie security, validate on every request, and refresh with rotation to keep sessions secure User sessions determine how long users stay signed in to your application. After users successfully authenticate, you receive session tokens that manage their access. These tokens control session duration, multi-device access, and cross-product authentication within your company’s ecosystem. This guide shows you how to store these tokens securely with encryption and proper cookie attributes, validate them on every request, and refresh them transparently in middleware to maintain seamless user sessions. Review the session management sequence ![User session management flow diagram showing how access tokens and refresh tokens work together](/.netlify/images?url=_astro%2F1.DV2_NThh.png\&w=3056\&h=3924\&dpl=6a3b904fcb23b100084833a2) 1. ## Store session tokens securely [Section titled “Store session tokens securely”](#store-session-tokens-securely) After successful identity verification using any of the auth methods (Magic Link & OTP, social, enterprise SSO), your application receives session tokens(access and refresh tokens) towards the [end of the login](/authenticate/fsa/complete-login/). * Auth result ```js 1 { 2 user: { 3 email: "john.doe@example.com", 4 emailVerified: true, 5 givenName: "John", 6 name: "John Doe", 7 id: "usr_74599896446906854" 8 }, 9 idToken: "eyJhbGciO..", // Decode for full user details 10 11 accessToken: "eyJhbGciOi..", 12 refreshToken: "rt_8f7d6e5c4b3a2d1e0f9g8h7i6j..", 13 expiresIn: 299 // in seconds 14 } ``` * Decoded ID token ID token decoded ```json 1 { 2 "at_hash": "ec_jU2ZKpFelCKLTRWiRsg", 3 "aud": [ 4 "skc_58327482062864390" 5 ], 6 "azp": "skc_58327482062864390", 7 "c_hash": "6wMreK9kWQQY6O5R0CiiYg", 8 "client_id": "skc_58327482062864390", 9 "email": "john.doe@example.com", 10 "email_verified": true, 11 "exp": 1742975822, 12 "family_name": "Doe", 13 "given_name": "John", 14 "iat": 1742974022, 15 "iss": "https://scalekit-z44iroqaaada-dev.scalekit.cloud", 16 "name": "John Doe", 17 "oid": "org_59615193906282635", 18 "sid": "ses_65274187031249433", 19 "sub": "usr_63261014140912135" 20 } ``` * Decoded access token Decoded access token ```json 1 { 2 "aud": [ 3 "prd_skc_7848964512134X699" 4 ], 5 "client_id": "prd_skc_7848964512134X699", 6 "exp": 1758265247, 7 "iat": 1758264947, 8 "iss": "https://login.devramp.ai", 9 "jti": "tkn_90928731115292X63", 10 "nbf": 1758264947, 11 "oid": "org_89678001X21929734", 12 "permissions": [ 13 "workspace_data:write", 14 "workspace_data:read" 15 ], 16 "roles": [ 17 "admin" 18 ], 19 "sid": "ses_90928729571723X24", 20 "sub": "usr_8967800122X995270", 21 // External identifiers if updated on Scalekit 22 "xoid": "ext_org_123", // Organization ID 23 "xuid": "ext_usr_456", // User ID 24 } ``` Request offline\_access to receive a refresh token A refresh token is only included in the authentication response when you include the `offline_access` scope in your authorization URL. If your authorization URL does not include `offline_access`, `authResult.refreshToken` will be `null` or undefined. Always include `offline_access` alongside `openid`, `profile`, and `email` when building your authorization URL: ```js 1 scopes: ['openid', 'profile', 'email', 'offline_access'] ``` Additionally, Scalekit **rotates refresh tokens** — every time you use a refresh token to get a new access token, you receive a new refresh token. Store the new refresh token immediately and discard the old one. Replaying a used refresh token will result in an error. Store each token based on its security requirements. For SPAs and mobile apps, consider storing access tokens in memory and sending via `Authorization: Bearer` headers to minimize CSRF exposure. For traditional web apps, use the cookie-based approach below: * **Access Token**: Store in a secure, HttpOnly cookie with proper `Path` scoping (e.g., `/api`) to prevent XSS attacks. This token has a short lifespan and provides access to protected resources. * **Refresh Token**: Store in a separate HttpOnly, Secure cookie with `Path=/auth/refresh` scoping. This limits the refresh token to only be sent to your refresh endpoint, reducing exposure. Rotate the token on each use to detect theft. * **ID Token**: Ensure it is stored in local storage or a cookie so that it remains accessible at runtime, which is necessary for logging the user out successfully. - Node.js Express.js ```javascript 4 collapsed lines 1 import cookieParser from 'cookie-parser'; 2 // Enable parsing of cookies from request headers 3 app.use(cookieParser()); 4 5 // Extract authentication data from the successful authentication response 6 const { accessToken, expiresIn, refreshToken, user } = authResult; 7 8 // Encrypt tokens before storing to add an additional security layer 9 const encryptedAccessToken = encrypt(accessToken); 10 const encryptedRefreshToken = encrypt(refreshToken); 11 12 // Store encrypted access token in HttpOnly cookie 13 res.cookie('accessToken', encryptedAccessToken, { 14 maxAge: (expiresIn - 60) * 1000, // Subtract 60s buffer for clock skew (milliseconds) 15 httpOnly: true, // Prevents JavaScript access to mitigate XSS attacks 16 secure: process.env.NODE_ENV === 'production', // HTTPS-only in production 17 sameSite: 'strict' // Prevents CSRF attacks 18 }); 19 20 // Store encrypted refresh token in separate HttpOnly cookie 21 res.cookie('refreshToken', encryptedRefreshToken, { 22 httpOnly: true, // Prevents JavaScript access to mitigate XSS attacks 23 secure: process.env.NODE_ENV === 'production', // HTTPS-only in production 24 sameSite: 'strict' // Prevents CSRF attacks 25 }); ``` - Python Flask ```python 4 collapsed lines 1 from flask import Flask, make_response, request 2 import os 3 app = Flask(__name__) 4 5 # Extract authentication data from the successful authentication response 6 access_token = auth_result.access_token 7 expires_in = auth_result.expires_in 8 refresh_token = auth_result.refresh_token 9 user = auth_result.user 10 11 # Encrypt tokens before storing to add an additional security layer 12 encrypted_access_token = encrypt(access_token) 13 encrypted_refresh_token = encrypt(refresh_token) 14 15 response = make_response() 16 17 # Store encrypted access token in HttpOnly cookie 18 response.set_cookie( 19 'accessToken', 20 encrypted_access_token, 21 max_age=expires_in - 60, # Subtract 60s buffer for clock skew (seconds in Flask) 22 httponly=True, # Prevents JavaScript access to mitigate XSS attacks 23 secure=os.environ.get('FLASK_ENV') == 'production', # HTTPS-only in production 24 samesite='Strict' # Prevents CSRF attacks 25 ) 26 27 # Store encrypted refresh token in separate HttpOnly cookie 28 response.set_cookie( 29 'refreshToken', 30 encrypted_refresh_token, 31 httponly=True, # Prevents JavaScript access to mitigate XSS attacks 32 secure=os.environ.get('FLASK_ENV') == 'production', # HTTPS-only in production 33 samesite='Strict' # Prevents CSRF attacks 34 ) ``` - Go Gin ```go 7 collapsed lines 1 import ( 2 "net/http" 3 "os" 4 "time" 5 "github.com/gin-gonic/gin" 6 ) 7 8 // Extract authentication data from the successful authentication response 9 accessToken := authResult.AccessToken 10 expiresIn := authResult.ExpiresIn 11 refreshToken := authResult.RefreshToken 12 user := authResult.User 13 14 // Encrypt tokens before storing to add an additional security layer 15 encryptedAccessToken := encrypt(accessToken) 16 encryptedRefreshToken := encrypt(refreshToken) 17 18 // Set SameSite mode for CSRF protection 19 c.SetSameSite(http.SameSiteStrictMode) // Prevents CSRF attacks 20 21 // Store encrypted access token in HttpOnly cookie 22 c.SetCookie( 23 "accessToken", 24 encryptedAccessToken, 25 expiresIn-60, // Subtract 60s buffer for clock skew (seconds in Gin) 26 "/", // Available on all routes 27 "", 28 os.Getenv("GIN_MODE") == "release", // HTTPS-only in production 29 true, // Prevents JavaScript access to mitigate XSS attacks 30 ) 31 32 // Store encrypted refresh token in separate HttpOnly cookie 33 c.SetCookie( 34 "refreshToken", 35 encryptedRefreshToken, 36 0, // No expiry for refresh token cookie (session lifetime controlled server-side) 37 "/", // Available on all routes 38 "", 39 os.Getenv("GIN_MODE") == "release", // HTTPS-only in production 40 true, // Prevents JavaScript access to mitigate XSS attacks 41 ) ``` - Java Spring ```java 6 collapsed lines 1 import javax.servlet.http.Cookie; 2 import javax.servlet.http.HttpServletResponse; 3 import org.springframework.core.env.Environment; 4 @Autowired 5 private Environment env; 6 7 // Extract authentication data from the successful authentication response 8 String accessToken = authResult.getAccessToken(); 9 int expiresIn = authResult.getExpiresIn(); 10 String refreshToken = authResult.getRefreshToken(); 11 User user = authResult.getUser(); 12 13 // Encrypt tokens before storing to add an additional security layer 14 String encryptedAccessToken = encrypt(accessToken); 15 String encryptedRefreshToken = encrypt(refreshToken); 16 17 // Store encrypted access token in HttpOnly cookie 18 Cookie accessTokenCookie = new Cookie("accessToken", encryptedAccessToken); 19 accessTokenCookie.setMaxAge(expiresIn - 60); // Subtract 60s buffer for clock skew (seconds in Spring) 20 accessTokenCookie.setHttpOnly(true); // Prevents JavaScript access to mitigate XSS attacks 21 accessTokenCookie.setSecure("production".equals(env.getActiveProfiles()[0])); // HTTPS-only in production 22 accessTokenCookie.setPath("/"); // Available on all routes 23 response.addCookie(accessTokenCookie); 24 response.setHeader("Set-Cookie", 25 response.getHeader("Set-Cookie") + "; SameSite=Strict"); // Prevents CSRF attacks 26 27 // Store encrypted refresh token in separate HttpOnly cookie 28 Cookie refreshTokenCookie = new Cookie("refreshToken", encryptedRefreshToken); 29 refreshTokenCookie.setHttpOnly(true); // Prevents JavaScript access to mitigate XSS attacks 30 refreshTokenCookie.setSecure("production".equals(env.getActiveProfiles()[0])); // HTTPS-only in production 31 refreshTokenCookie.setPath("/"); // Available on all routes 32 response.addCookie(refreshTokenCookie); ``` 2. ## Check the access token before handling requests [Section titled “Check the access token before handling requests”](#check-the-access-token-before-handling-requests) Validate every request for a valid access token in your application. Create middleware to protect your application routes. This middleware validates the access token on every request to secured endpoints. For APIs, consider reading from `Authorization: Bearer` headers instead of cookies to minimize CSRF risk. Here’s an example middleware method validating the access token and refreshing it if expired for every request. * Node.js middleware/auth.js ```javascript 1 async function verifyToken(req, res, next) { 2 // Extract encrypted tokens from request cookies 3 const { accessToken, refreshToken } = req.cookies; 4 5 if (!accessToken) { 6 return res.status(401).json({ error: 'Authentication required' }); 7 } 8 9 try { 10 // Decrypt the access token before validation 11 const decryptedAccessToken = decrypt(accessToken); 12 13 // Verify token validity using Scalekit's validation method 14 const isValid = await scalekit.validateAccessToken(decryptedAccessToken); 15 16 if (!isValid && refreshToken) { 17 // Token expired - refresh it transparently 18 const decryptedRefreshToken = decrypt(refreshToken); 19 const authResult = await scalekit.refreshAccessToken(decryptedRefreshToken); 20 21 // Encrypt and store new tokens 22 res.cookie('accessToken', encrypt(authResult.accessToken), { 23 maxAge: (authResult.expiresIn - 60) * 1000, 24 httpOnly: true, 25 secure: process.env.NODE_ENV === 'production', 26 sameSite: 'strict' 27 }); 28 29 res.cookie('refreshToken', encrypt(authResult.refreshToken), { 30 httpOnly: true, 31 secure: process.env.NODE_ENV === 'production', 32 sameSite: 'strict' 33 }); 34 35 return next(); 36 } 37 38 if (!isValid) { 39 return res.status(401).json({ error: 'Session expired. Please sign in again.' }); 40 } 41 42 // Token is valid, proceed to the next middleware or route handler 43 next(); 44 } catch (error) { 45 return res.status(401).json({ error: 'Authentication failed' }); 46 } 47 } ``` * Python middleware/auth.py ```python 2 collapsed lines 1 from flask import request, jsonify 2 from functools import wraps 3 def verify_token(f): 4 @wraps(f) 5 def decorated_function(*args, **kwargs): 6 # Extract encrypted tokens from request cookies 7 access_token = request.cookies.get('accessToken') 8 refresh_token = request.cookies.get('refreshToken') 9 10 if not access_token: 11 return jsonify({'error': 'Authentication required'}), 401 12 13 try: 14 # Decrypt the access token before validation 15 decrypted_access_token = decrypt(access_token) 16 17 # Verify token validity using Scalekit's validation method 18 is_valid = scalekit_client.validate_access_token(decrypted_access_token) 19 20 if not is_valid and refresh_token: 21 # Token expired - refresh it transparently 22 decrypted_refresh_token = decrypt(refresh_token) 23 auth_result = scalekit_client.refresh_access_token(decrypted_refresh_token) 24 25 # Encrypt and store new tokens 26 response = make_response(f(*args, **kwargs)) 27 response.set_cookie( 28 'accessToken', 29 encrypt(auth_result.access_token), 30 max_age=auth_result.expires_in - 60, 31 httponly=True, 32 secure=os.environ.get('FLASK_ENV') == 'production', 33 samesite='Strict' 34 ) 35 response.set_cookie( 36 'refreshToken', 37 encrypt(auth_result.refresh_token), 38 httponly=True, 39 secure=os.environ.get('FLASK_ENV') == 'production', 40 samesite='Strict' 41 ) 42 return response 43 44 if not is_valid: 45 return jsonify({'error': 'Session expired. Please sign in again.'}), 401 46 47 # Token is valid, proceed to the protected view function 48 return f(*args, **kwargs) 49 50 except Exception: 51 return jsonify({'error': 'Authentication failed'}), 401 52 53 return decorated_function ``` * Go middleware/auth.go ```go 5 collapsed lines 1 import ( 2 "net/http" 3 "os" 4 "github.com/gin-gonic/gin" 5 ) 6 func VerifyToken() gin.HandlerFunc { 7 return func(c *gin.Context) { 8 // Extract encrypted tokens from request cookies 9 accessToken, err := c.Cookie("accessToken") 10 if err != nil || accessToken == "" { 11 c.JSON(http.StatusUnauthorized, gin.H{"error": "Authentication required"}) 12 c.Abort() 13 return 14 } 15 16 // Decrypt the access token before validation 17 decryptedAccessToken := decrypt(accessToken) 18 19 // Verify token validity using Scalekit's validation method 20 isValid, err := scalekitClient.ValidateAccessToken(c.Request.Context(), decryptedAccessToken) 21 22 if (err != nil || !isValid) { 23 // Token expired - attempt transparent refresh 24 refreshToken, err := c.Cookie("refreshToken") 25 if err == nil && refreshToken != "" { 26 decryptedRefreshToken := decrypt(refreshToken) 27 authResult, err := scalekitClient.RefreshAccessToken(c.Request.Context(), decryptedRefreshToken) 28 29 if err == nil { 30 // Encrypt and store new tokens 31 c.SetSameSite(http.SameSiteStrictMode) 32 c.SetCookie( 33 "accessToken", 34 encrypt(authResult.AccessToken), 35 authResult.ExpiresIn-60, 36 "/", 37 "", 38 os.Getenv("GIN_MODE") == "release", 39 true, 40 ) 41 c.SetCookie( 42 "refreshToken", 43 encrypt(authResult.RefreshToken), 44 0, 45 "/", 46 "", 47 os.Getenv("GIN_MODE") == "release", 48 true, 49 ) 50 c.Next() 51 return 52 } 53 } 54 55 c.JSON(http.StatusUnauthorized, gin.H{"error": "Session expired. Please sign in again."}) 56 c.Abort() 57 return 58 } 59 60 // Token is valid, proceed to the next handler in the chain 61 c.Next() 62 } 63 } ``` * Java middleware/AuthInterceptor.java ```java 5 collapsed lines 1 import javax.servlet.http.HttpServletRequest; 2 import javax.servlet.http.HttpServletResponse; 3 import javax.servlet.http.Cookie; 4 import org.springframework.web.servlet.HandlerInterceptor; 5 import org.springframework.core.env.Environment; 6 7 /** 8 * Intercepts HTTP requests to verify authentication tokens. 9 * Transparently refreshes expired tokens to maintain user sessions. 10 */ 11 @Component 12 public class AuthInterceptor implements HandlerInterceptor { 13 @Autowired 14 private Environment env; 15 16 @Override 17 public boolean preHandle( 18 HttpServletRequest request, 19 HttpServletResponse response, 20 Object handler 21 ) throws Exception { 7 collapsed lines 22 // Extract encrypted tokens from cookies 23 String accessToken = getCookieValue(request, "accessToken"); 24 String refreshToken = getCookieValue(request, "refreshToken"); 25 26 if (accessToken == null) { 27 response.setStatus(HttpServletResponse.SC_UNAUTHORIZED); 28 response.getWriter().write("{\"error\": \"Authentication required\"}"); 29 return false; 30 } 31 32 try { 33 // Decrypt the access token before validation 34 String decryptedAccessToken = decrypt(accessToken); 35 36 // Verify token validity using Scalekit's validation method 37 boolean isValid = scalekitClient.validateAccessToken(decryptedAccessToken); 38 39 if (!isValid && refreshToken != null) { 40 // Token expired - refresh it transparently 41 String decryptedRefreshToken = decrypt(refreshToken); 42 AuthResult authResult = scalekitClient.authentication().refreshToken(decryptedRefreshToken); 43 44 // Encrypt and store new tokens 20 collapsed lines 45 Cookie accessTokenCookie = new Cookie("accessToken", encrypt(authResult.getAccessToken())); 46 accessTokenCookie.setMaxAge(authResult.getExpiresIn() - 60); 47 accessTokenCookie.setHttpOnly(true); 48 accessTokenCookie.setSecure("production".equals(env.getActiveProfiles()[0])); 49 accessTokenCookie.setPath("/"); 50 response.addCookie(accessTokenCookie); 51 52 Cookie refreshTokenCookie = new Cookie("refreshToken", encrypt(authResult.getRefreshToken())); 53 refreshTokenCookie.setHttpOnly(true); 54 refreshTokenCookie.setSecure("production".equals(env.getActiveProfiles()[0])); 55 refreshTokenCookie.setPath("/"); 56 response.addCookie(refreshTokenCookie); 57 response.setHeader("Set-Cookie", response.getHeader("Set-Cookie") + "; SameSite=Strict"); 58 59 return true; 60 } 61 62 if (!isValid) { 63 response.setStatus(HttpServletResponse.SC_UNAUTHORIZED); 64 response.getWriter().write("{\"error\": \"Session expired. Please sign in again.\"}"); 65 return false; 66 } 67 68 // Token is valid, allow request to proceed 69 return true; 70 } catch (Exception e) { 71 response.setStatus(HttpServletResponse.SC_UNAUTHORIZED); 72 response.getWriter().write("{\"error\": \"Authentication failed\"}"); 73 return false; 74 } 75 } 76 77 private String getCookieValue(HttpServletRequest request, String cookieName) { 78 Cookie[] cookies = request.getCookies(); 79 if (cookies != null) { 80 for (Cookie cookie : cookies) { 81 if (cookieName.equals(cookie.getName())) { 82 return cookie.getValue(); 83 } 84 } 85 } 86 return null; 87 } 88 } ``` TypeScript: get typed claims from validateToken Use a generic type parameter to get properly typed claims instead of `unknown`. Pass `JWTPayload` from `jose` for access tokens, or `IdTokenClaim` from `@scalekit-sdk/node` for ID tokens: ```typescript 1 import type { JWTPayload } from 'jose'; 2 import type { IdTokenClaim } from '@scalekit-sdk/node'; 3 4 // Access token — typed as JWTPayload 5 const claims = await scalekit.validateToken(accessToken); 6 console.log(claims.sub); // user ID 7 8 // ID token — typed with full user profile claims 9 const idClaims = await scalekit.validateToken(idToken); 10 console.log(idClaims.email); ``` 3. ## Configure session security and duration [Section titled “Configure session security and duration”](#configure-session-security-and-duration) Manage user session behavior directly from your Scalekit dashboard without modifying application code. Configure session durations and authentication frequency to balance security and user experience for your application. ![](/.netlify/images?url=_astro%2Fsession-policies-dashboard.BpRLl4UP.png\&w=3052\&h=1918\&dpl=6a3b904fcb23b100084833a2) In your Scalekit dashboard, the **Session settings** page lets you set these options: * **Absolute session timeout**: This is the maximum time a user can stay signed in, no matter what. After this time, they must log in again. For example, if you set it to 30 minutes, users will be logged out after 30 minutes, even if they are still using your app. * **Idle session timeout**: This is the time your app waits before logging out a user who is not active. If you turn this on, the session will end if the user does nothing for the set time. For example, if you set it to 10 minutes, and the user does not click or type for 10 minutes, they will be logged out. * **Access token lifetime**: This is how long an access token is valid. When it expires, your app needs to get a new token (using the refresh token) so the user can keep using the app without logging in again. For example, if you set it to 5 minutes, your app will need to refresh the token every 5 minutes. Shorter timeouts provide better security, while longer timeouts reduce authentication interruptions. Need different session policies per customer? If specific enterprise customers require stricter session timeouts than your application defaults, you can override the absolute and idle session timeouts on a per-organization basis. See [Organization session policy](/authenticate/manage-organizations/organization-session-policy/) to configure custom policies for individual organizations. 4. ## Manage sessions remotely API [Section titled “Manage sessions remotely ”](#manage-sessions-remotely-) Beyond client-side session management, Scalekit provides powerful APIs to manage user sessions remotely from your backend application. This enables you to build features like active session management in user account settings, security incident response, or administrative session control. These APIs are particularly useful for: * Displaying all active sessions in user account settings * Allowing users to revoke specific sessions from unfamiliar devices * Security incident response and suspicious session termination - Node.js Session Management SDK ```javascript 1 // Get details for a specific session 2 const sessionDetails = await scalekit.session.getSession('ses_1234567890123456'); 3 4 // List all sessions for a user with optional filtering 5 const userSessions = await scalekit.session.getUserSessions('usr_1234567890123456', { 6 pageSize: 10, 7 filter: { 8 status: ['ACTIVE'], // Filter for active sessions only 9 startTime: new Date('2025-01-01T00:00:00Z'), 10 endTime: new Date('2025-12-31T23:59:59Z') 11 } 12 }); 13 14 // Revoke a specific session (useful for "Sign out this device" functionality) 15 const revokedSession = await scalekit.session.revokeSession('ses_1234567890123456'); 16 17 // Revoke all sessions for a user (useful for "Sign out all devices" functionality) 18 const revokedSessions = await scalekit.session.revokeAllUserSessions('usr_1234567890123456'); 19 console.log(`Revoked sessions for user`); ``` - Python Session Management SDK ```python 1 # Get details for a specific session 2 session_details = scalekit_client.session.get_session(session_id="ses_1234567890123456") 3 4 # List all sessions for a user with optional filtering 5 from google.protobuf.timestamp_pb2 import Timestamp 6 from datetime import datetime 7 8 start_time = Timestamp() 9 start_time.FromDatetime(datetime(2025, 1, 1)) 10 end_time = Timestamp() 11 end_time.FromDatetime(datetime(2025, 12, 31)) 12 13 filter_obj = scalekit_client.session.create_session_filter( 14 status=["ACTIVE"], start_time=start_time, end_time=end_time 15 ) 16 user_sessions = scalekit_client.session.get_user_sessions( 17 user_id="usr_1234567890123456", page_size=10, filter=filter_obj 18 ) 19 20 # Revoke a specific session (useful for "Sign out this device" functionality) 21 revoked_session = scalekit_client.session.revoke_session(session_id="ses_1234567890123456") 22 23 # Revoke all sessions for a user (useful for "Sign out all devices" functionality) 24 revoked_sessions = scalekit_client.session.revoke_all_user_sessions(user_id="usr_1234567890123456") 25 print(f"Revoked sessions for user") ``` - Go Session Management SDK ```go 1 // Get details for a specific session 2 sessionDetails, err := scalekitClient.Session().GetSession(ctx, "ses_1234567890123456") 3 if err != nil { 4 log.Fatal(err) 5 } 6 7 // List all sessions for a user with optional filtering 8 // import "time", sessionsv1 "...", "google.golang.org/protobuf/types/known/timestamppb" 9 startTime, _ := time.Parse(time.RFC3339, "2025-01-01T00:00:00Z") 10 endTime, _ := time.Parse(time.RFC3339, "2025-12-31T23:59:59Z") 11 filter := &sessionsv1.UserSessionFilter{ 12 Status: []string{"ACTIVE"}, // Filter for active sessions only 13 StartTime: timestamppb.New(startTime), 14 EndTime: timestamppb.New(endTime), 15 } 16 userSessions, err := scalekitClient.Session().GetUserSessions(ctx, "usr_1234567890123456", 10, "", filter) 17 if err != nil { 18 log.Fatal(err) 19 } 20 21 // Revoke a specific session (useful for "Sign out this device" functionality) 22 revokedSession, err := scalekitClient.Session().RevokeSession(ctx, "ses_1234567890123456") 23 if err != nil { 24 log.Fatal(err) 25 } 26 27 // Revoke all sessions for a user (useful for "Sign out all devices" functionality) 28 revokedSessions, err := scalekitClient.Session().RevokeAllUserSessions(ctx, "usr_1234567890123456") 29 if err != nil { 30 log.Fatal(err) 31 } 32 fmt.Printf("Revoked sessions for user") ``` - Java Session Management SDK ```java 1 // Get details for a specific session 2 SessionDetails sessionDetails = scalekitClient.sessions().getSession("ses_1234567890123456"); 3 4 // List all sessions for a user with optional filtering 5 // import UserSessionFilter, Timestamp, Instant 6 UserSessionFilter filter = UserSessionFilter.newBuilder() 7 .addStatus("ACTIVE") 8 .setStartTime(Timestamp.newBuilder().setSeconds(Instant.parse("2025-01-01T00:00:00Z").getEpochSecond()).build()) 9 .setEndTime(Timestamp.newBuilder().setSeconds(Instant.parse("2025-12-31T23:59:59Z").getEpochSecond()).build()) 10 .build(); 11 UserSessionDetails userSessions = scalekitClient.sessions().getUserSessions("usr_1234567890123456", 10, "", filter); 12 13 // Revoke a specific session (useful for "Sign out this device" functionality) 14 RevokeSessionResponse revokedSession = scalekitClient.sessions().revokeSession("ses_1234567890123456"); 15 16 // Revoke all sessions for a user (useful for "Sign out all devices" functionality) 17 RevokeAllUserSessionsResponse revokedSessions = scalekitClient.sessions().revokeAllUserSessions("usr_1234567890123456"); 18 System.out.println("Revoked sessions for user"); ``` Your application continuously validates the access token for each incoming request. When the token is valid, the user’s session remains active. If the access token expires, your middleware transparently refreshes it using the stored refresh token—users never notice this happening. If the refresh token itself expires or becomes invalid, users are prompted to sign in again. --- # DOCUMENT BOUNDARY --- # Manage applications > Register and manage applications in your shared authentication system Register and manage applications in Scalekit. Each application gets its own OAuth client and configuration while sharing the same underlying user session across your web, mobile, and desktop apps. 1. ## Navigate to Applications [Section titled “Navigate to Applications”](#navigate-to-applications) 1. Sign in to **** 2. From the left sidebar, go to **Developers > Applications** You will see a list of applications already created for the selected environment. Scalekit creates a default web application Scalekit creates a **default web application** for every environment at creation time to help developers get started quickly. This app is environment-scoped and **cannot be deleted**. 2. ## Create a new application [Section titled “Create a new application”](#create-a-new-application) Click **Create Application** to add a new app. You’ll be asked to provide: * **Application name** — A human-readable name for identifying the app * **Application type** — Determines how authentication and credentials work Available application types: * **Web Application** — Server-side applications that can securely store secrets * **Single Page Application (SPA)** — Browser-based applications; public clients with PKCE enforced * **Native Application** — Desktop or mobile apps; public clients with PKCE enforced ![Create application modal showing app name and type selection](/.netlify/images?url=_astro%2Fweb-modal.BXg9RPmN.png\&w=1124\&h=944\&dpl=6a3b904fcb23b100084833a2) Once created, Scalekit generates a **Client ID**. Only Web Applications can generate **Client Secrets**. 3. ## Application configuration [Section titled “Application configuration”](#application-configuration) ### Application details [Section titled “Application details”](#application-details) Open an application to view and edit its configuration. * **Allow Scalekit Management API access** — Enables this application’s credentials to call Scalekit Management APIs. Applicable only to **Web Applications**. * **Enforce PKCE** — Requires PKCE for authorization requests. Always enabled and not editable for **SPA** and **Native** applications. * **Access token expiry time** — Overrides the environment default access token lifetime for this application. Access token expiry must be shorter than idle session timeout If tokens outlive the session, users may encounter inconsistent logout behavior across apps. When the session expires but the access token is still valid, subsequent token refresh attempts will fail because the underlying session no longer exists. ![Application details page with configuration options](/.netlify/images?url=_astro%2Fweb-app-details.BZtG_A3x.png\&w=1640\&h=1100\&dpl=6a3b904fcb23b100084833a2) ### Client credentials [Section titled “Client credentials”](#client-credentials) Each application has a unique **Client ID**. When you generate a new client secret, Scalekit shows it **only once**. Copy and store it securely. Treat client secrets like passwords Anyone with access to your client secret can authenticate as your application and obtain tokens for any user. Never commit secrets to version control, expose them in client-side code, or share them in plain text. Use environment variables or a secrets manager. * **Web Applications** * Can generate a **Client Secret** * A maximum of **two active secrets** is allowed at a time * Generating a new secret always creates a **new value**, enabling safe rotation ![Client credentials section showing Client ID and secret management](/.netlify/images?url=_astro%2Fweb-client-creds.aNZmxstS.png\&w=1214\&h=628\&dpl=6a3b904fcb23b100084833a2) * **SPA and Native Applications** * Do not have client secrets * Authenticate using Authorization Code with PKCE only ![SPA client ID section without client secret option](/.netlify/images?url=_astro%2Fspa-client-id.DFzivdPM.png\&w=1168\&h=412\&dpl=6a3b904fcb23b100084833a2) 4. ## Configure redirect URLs [Section titled “Configure redirect URLs”](#configure-redirect-urls) Open the **Redirects** tab for an application to manage redirect endpoints. These URLs act as an allowlist and control where Scalekit can redirect users during authentication flows. ### Redirect URL types [Section titled “Redirect URL types”](#redirect-url-types) * **Post login URLs** — Allowed values for `redirect_uri` used with `/oauth/authorize` * **Initiate login URL** — Where Scalekit redirects users when authentication starts outside your app * **Post logout URLs** — Where users are redirected after a successful logout * **Back-channel logout URL** — A secure endpoint that Scalekit calls to notify your application that a user session has been revoked ![Redirect URLs configuration tab with URL types](/.netlify/images?url=_astro%2Fweb-app-redirects.CqgtckPK.png\&w=2604\&h=1396\&dpl=6a3b904fcb23b100084833a2) Back-channel logout is only available for Web Applications Back-channel logout requires a backend endpoint to receive notifications from Scalekit. SPA and Native applications cannot receive back-channel logout notifications because they don’t have a persistent server. For definitions, validation rules, custom URI schemes, and environment-specific behavior, see [Redirect URL configuration](/guides/dashboard/redirects/). 5. ## Delete an application [Section titled “Delete an application”](#delete-an-application) Delete applications from the bottom of the configuration page. ![Delete application button at bottom of configuration page](/.netlify/images?url=_astro%2Fdelete-app.Bz8WrFNb.png\&w=2556\&h=194\&dpl=6a3b904fcb23b100084833a2) Deleting an application is permanent This action is **permanent and irreversible**. Existing refresh tokens associated with the application will no longer be valid, and users will need to re-authenticate. Ensure you have communicated this change to affected users before deleting. --- # DOCUMENT BOUNDARY --- # Mobile & desktop applications > Implement Multi-App Authentication for mobile and desktop apps using Authorization Code with PKCE Implement login, token management, and logout in your mobile or desktop application using Authorization Code with PKCE. Native apps are public OAuth clients that cannot securely store a `client_secret` in the application binary, so they use PKCE to protect the authorization flow. This guide covers initiating login through the system browser, handling deep link callbacks, managing tokens in secure storage, and implementing logout. Tip [**Check out the example apps on GitHub**](https://github.com/scalekit-inc/multiapp-demo) to see Web, SPA, Desktop, and Mobile apps sharing a single Scalekit session. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) Before you begin, ensure you have: * A Scalekit account with an environment configured * Your environment URL (`ENV_URL`), e.g., `https://yourenv.scalekit.com` * A native application registered in Scalekit with a `client_id` ([Create one](/authenticate/fsa/multiapp/manage-apps)) * A callback URI configured: * **Mobile**: Custom URI scheme (e.g., `myapp://callback`) or universal/app links * **Desktop**: Custom URI scheme or loopback address (e.g., `http://127.0.0.1:PORT/callback`) ## High-level flow [Section titled “High-level flow”](#high-level-flow) ## Step-by-step implementation [Section titled “Step-by-step implementation”](#step-by-step-implementation) 1. ## Initiate login or signup [Section titled “Initiate login or signup”](#initiate-login-or-signup) Initiate login by opening the system browser with the authorization URL. Always use the system browser rather than an embedded WebView — this lets users leverage existing sessions and provides a familiar, secure authentication experience. ```sh 1 /oauth/authorize? 2 response_type=code& 3 client_id=& 4 redirect_uri=& 5 scope=openid+profile+email+offline_access& 6 state=& 7 code_challenge=& 8 code_challenge_method=S256 ``` Generate and store these values before opening the browser: * `state` — Validate this on callback to prevent CSRF attacks * `code_verifier` — A cryptographically random string you keep in the app * `code_challenge` — Derived from the verifier using S256 hashing; send this in the authorization URL Why PKCE is required for native apps Native apps cannot keep a `client_secret` secure because the secret would be embedded in the application binary and could be extracted through reverse engineering. PKCE protects against authorization code interception attacks where malware on the device captures the authorization code from the callback URI. For detailed parameter definitions, see [Initiate signup/login](/authenticate/fsa/implement-login). 2. ## Handle the callback and complete login [Section titled “Handle the callback and complete login”](#handle-the-callback-and-complete-login) After authentication, Scalekit redirects the user back to your application using the registered callback mechanism. Common callback patterns: * **Mobile apps** — Custom URI schemes (e.g., `myapp://callback`) or universal links (iOS) / app links (Android) * **Desktop apps** — Custom URI schemes or a temporary HTTP server on localhost Your callback handler must: * Validate the returned `state` matches what you stored — this confirms the response is for your original request * Handle any error parameters before processing * Exchange the authorization code for tokens by including the `code_verifier` ```sh 1 POST /oauth/token 2 Content-Type: application/x-www-form-urlencoded 3 4 grant_type=authorization_code& 5 client_id=& 6 code=& 7 redirect_uri=& 8 code_verifier= ``` ```json 1 { 2 "access_token": "...", 3 "refresh_token": "...", 4 "id_token": "...", 5 "expires_in": 299 6 } ``` Authorization codes expire after one use Authorization codes are single-use and expire quickly (approximately 10 minutes). If you attempt to reuse a code or it expires, start a new login flow to obtain a fresh authorization code. 3. ## Manage sessions and token refresh [Section titled “Manage sessions and token refresh”](#manage-sessions-and-token-refresh) Store tokens in platform-specific secure storage and validate them on each request. When access tokens expire, use the refresh token to obtain new ones without requiring the user to re-authenticate. **Token roles** * **Access token** — Short-lived token (default 5 minutes) for authenticated API requests * **Refresh token** — Long-lived token to obtain new access tokens * **ID token** — JWT containing user identity claims; required for logout Store tokens using secure, OS-backed storage appropriate for each platform. See [Token storage security](#token-storage-security) for platform-specific recommendations. When an access token expires, request new tokens: ```sh 1 POST /oauth/token 2 Content-Type: application/x-www-form-urlencoded 3 4 grant_type=refresh_token& 5 client_id=& 6 refresh_token= ``` Validate access tokens by verifying: * Token signature using Scalekit’s public keys (JWKS endpoint) * `iss` matches your Scalekit environment URL * `aud` includes your `client_id` * `exp` and `iat` are valid timestamps Public keys for signature verification: ```sh 1 /keys ``` 4. ## Implement logout [Section titled “Implement logout”](#implement-logout) Clear your local session and redirect the system browser to Scalekit’s logout endpoint to invalidate the shared session. Your logout action must: * Extract the ID token before clearing local storage * Clear tokens from secure storage * Open the system browser to Scalekit’s logout endpoint ```sh 1 /oidc/logout? 2 id_token_hint=& 3 post_logout_redirect_uri= ``` Logout must open the system browser Use the system browser to navigate to the `/oidc/logout` endpoint, not a backend API call. The browser ensures Scalekit’s session cookie is sent with the request, allowing Scalekit to identify and terminate the correct session. ## Handle errors [Section titled “Handle errors”](#handle-errors) When authentication fails, Scalekit redirects to your callback URI with error parameters instead of an authorization code: ```plaintext 1 myapp://callback?error=access_denied&error_description=User+denied+access&state= ``` Check for errors before processing the authorization code: * Check if the `error` parameter exists in the callback URI * Log the `error` and `error_description` for debugging * Display a user-friendly message in your app * Provide an option to retry login Common error codes: | Error | Description | | ----------------- | ------------------------------------------------------------ | | `access_denied` | User denied the authorization request | | `invalid_request` | Missing or invalid parameters (e.g., invalid PKCE challenge) | | `server_error` | Scalekit encountered an unexpected error | ## Token storage security [Section titled “Token storage security”](#token-storage-security) Native apps have access to platform-specific secure storage mechanisms that encrypt tokens at rest and protect them from other applications. Unlike browser storage, these mechanisms provide strong protection against token theft from device compromise or malware. Use platform-specific secure storage for each platform: | Platform | Recommended Storage | | -------- | -------------------------------------- | | iOS | Keychain Services | | Android | EncryptedSharedPreferences or Keystore | | macOS | Keychain | | Windows | Windows Credential Manager or DPAPI | | Linux | Secret Service API (libsecret) | **Recommendations:** * Never store tokens in plain text files, shared preferences, or unencrypted databases — these can be read by any application with storage access * Use biometric or device PIN protection for sensitive token access when available — this adds a second factor for token access * Clear tokens from secure storage on logout — this ensures a clean state for the next authentication Never embed secrets in your application binary Credentials embedded in application code or configuration files can be extracted through reverse engineering. Always use PKCE for native apps instead of relying on a `client_secret`. If you need to make authenticated API calls from your backend, use a separate web application with proper secret management. ## What’s next [Section titled “What’s next”](#whats-next) * [Set up a custom domain](/guides/custom-domain) for your authentication pages * [Add enterprise SSO](/authenticate/auth-methods/enterprise-sso/) to support SAML and OIDC with your customers’ identity providers --- # DOCUMENT BOUNDARY --- # Single page application > Implement Multi-App Authentication for single page apps using Authorization Code with PKCE Implement login, token management, and logout in your single page application (SPA) using Authorization Code with PKCE. SPAs run entirely in the browser and cannot securely store a `client_secret`, so they use PKCE (Proof Key for Code Exchange) to protect the authorization flow. This guide covers initiating login from your SPA, exchanging authorization codes for tokens, managing sessions, and implementing logout. Tip [**Check out the example apps on GitHub**](https://github.com/scalekit-inc/multiapp-demo) to see Web, SPA, Desktop, and Mobile apps sharing a single Scalekit session. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) Before you begin, ensure you have: * A Scalekit account with an environment configured * Your environment URL (`ENV_URL`), e.g., `https://yourenv.scalekit.com` * A SPA registered in Scalekit with a `client_id` ([Create one](/authenticate/fsa/multiapp/manage-apps)) * At least one redirect URL configured in **Dashboard > Developers > Applications > \[Your App] > Redirects** ## High-level flow [Section titled “High-level flow”](#high-level-flow) ## Step-by-step implementation [Section titled “Step-by-step implementation”](#step-by-step-implementation) 1. ## Initiate login or signup [Section titled “Initiate login or signup”](#initiate-login-or-signup) Initiate login by redirecting the user to Scalekit’s hosted login page. Include the PKCE code challenge in the authorization request to protect against authorization code interception attacks. ```sh 1 /oauth/authorize? 2 response_type=code& 3 client_id=& 4 redirect_uri=& 5 scope=openid+profile+email+offline_access& 6 state=& 7 code_challenge=& 8 code_challenge_method=S256 ``` Generate and store these values before redirecting: * `state` — Validate this on callback to prevent CSRF attacks * `code_verifier` — A cryptographically random string you keep locally * `code_challenge` — Derived from the verifier using S256 hashing; send this in the authorization URL Why PKCE is required for SPAs SPAs are public clients that cannot keep a `client_secret` secure because all code runs in the browser. PKCE protects against authorization code interception attacks where an attacker captures the authorization code from the redirect URI. Without PKCE, anyone who intercepts the code could exchange it for tokens. For detailed parameter definitions, see [Initiate signup/login](/authenticate/fsa/implement-login). 2. ## Handle the callback and complete login [Section titled “Handle the callback and complete login”](#handle-the-callback-and-complete-login) After authentication, Scalekit redirects the user back to your callback URL with an authorization `code` and the `state` you sent. Your callback handler must: * Validate the returned `state` matches what you stored — this confirms the response is for your original request * Handle any error parameters before processing * Exchange the authorization code for tokens by including the `code_verifier` ```sh 1 POST /oauth/token 2 Content-Type: application/x-www-form-urlencoded 3 4 grant_type=authorization_code& 5 client_id=& 6 code=& 7 redirect_uri=& 8 code_verifier= ``` ```json 1 { 2 "access_token": "...", 3 "refresh_token": "...", 4 "id_token": "...", 5 "expires_in": 299 6 } ``` Authorization codes expire after one use Authorization codes are single-use and expire quickly (approximately 10 minutes). If you attempt to reuse a code or it expires, start a new login flow to obtain a fresh authorization code. 3. ## Manage sessions and token refresh [Section titled “Manage sessions and token refresh”](#manage-sessions-and-token-refresh) Store tokens and validate them on each request. When access tokens expire, use the refresh token to obtain new ones without requiring the user to authenticate again. **Token roles** * **Access token** — Short-lived token (default 5 minutes) for authenticated API requests * **Refresh token** — Long-lived token to obtain new access tokens * **ID token** — JWT containing user identity claims; required for logout Store tokens client-side based on your security requirements. See [Token storage security](#token-storage-security) for guidance on choosing the right storage mechanism. When an access token expires, request new tokens: ```sh 1 POST /oauth/token 2 Content-Type: application/x-www-form-urlencoded 3 4 grant_type=refresh_token& 5 client_id=& 6 refresh_token= ``` Validate access tokens by verifying: * Token signature using Scalekit’s public keys (JWKS endpoint) * `iss` matches your Scalekit environment URL * `aud` includes your `client_id` * `exp` and `iat` are valid timestamps Public keys for signature verification: ```sh 1 /keys ``` 4. ## Implement logout [Section titled “Implement logout”](#implement-logout) Clear your local session and redirect to Scalekit’s logout endpoint to invalidate the shared session. Your logout action must: * Extract the ID token before clearing local storage * Clear locally stored tokens from memory or storage * Redirect the browser to Scalekit’s logout endpoint ```sh 1 /oidc/logout? 2 id_token_hint=& 3 post_logout_redirect_uri= ``` Logout must be a browser redirect Use a browser redirect to the `/oidc/logout` endpoint, not an API call. The redirect ensures Scalekit’s session cookie is sent with the request, allowing Scalekit to identify and terminate the correct session. API calls from JavaScript do not include the session cookie. ## Handle errors [Section titled “Handle errors”](#handle-errors) When authentication fails, Scalekit redirects to your callback URL with error parameters instead of an authorization code: ```sh /callback?error=access_denied&error_description=User+denied+access&state= ``` Check for errors before processing the authorization code: * Check if the `error` parameter exists in the URL * Log the `error` and `error_description` for debugging * Display a user-friendly message * Provide an option to retry login Common error codes: | Error | Description | | ----------------- | ------------------------------------------------------------ | | `access_denied` | User denied the authorization request | | `invalid_request` | Missing or invalid parameters (e.g., invalid PKCE challenge) | | `server_error` | Scalekit encountered an unexpected error | ## Token storage security [Section titled “Token storage security”](#token-storage-security) SPAs run entirely in the browser where tokens are vulnerable to cross-site scripting (XSS) attacks. An attacker who successfully injects malicious JavaScript can read tokens from any accessible storage and use them to impersonate the user. Choose a storage strategy based on your security requirements: | Storage | Security | Trade-off | | ---------------------------- | --------------------------------------- | ---------------------------------------------------- | | Memory (JavaScript variable) | Most secure — not accessible to XSS | Tokens lost on page refresh; requires silent refresh | | Session storage | Moderate — cleared when tab closes | Accessible to XSS; persists during session | | Local storage | Least secure — persists across sessions | Accessible to XSS; long exposure window | **Recommendations:** * For high-security applications, store tokens in memory and use silent refresh (iframe-based token renewal) to maintain sessions across page loads * Always sanitize user inputs and use Content Security Policy (CSP) headers to mitigate XSS attacks * Never log tokens or include them in error messages Never store tokens in local storage for sensitive applications Local storage is accessible to any JavaScript running on your page. If an attacker exploits an XSS vulnerability, they can read all tokens from local storage and fully compromise user accounts. For applications handling sensitive data, prefer memory storage with silent refresh. ## What’s next [Section titled “What’s next”](#whats-next) * [Set up a custom domain](/guides/custom-domain) for your authentication pages * [Add enterprise SSO](/authenticate/auth-methods/enterprise-sso/) to support SAML and OIDC with your customers’ identity providers --- # DOCUMENT BOUNDARY --- # Web application > Implement Multi-App Authentication for web apps using Authorization Code flow with client_id and client_secret Implement login, token management, and logout in your web application using the Authorization Code flow. Web applications have a backend server that can securely store a `client_secret`, allowing them to authenticate directly with Scalekit’s token endpoint. This guide covers initiating login from your backend, exchanging authorization codes for tokens, managing sessions with secure cookies, and implementing logout. Tip [**Check out the example apps on GitHub**](https://github.com/scalekit-inc/multiapp-demo) to see Web, SPA, Desktop, and Mobile apps sharing a single Scalekit session. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) Before you begin, ensure you have: * A Scalekit account with an environment configured * Your environment URL (`ENV_URL`), e.g., `https://yourenv.scalekit.com` * A web application registered in Scalekit with `client_id` and `client_secret` ([Create one](/authenticate/fsa/multiapp/manage-apps)) * At least one redirect URL configured in **Dashboard > Developers > Applications > \[Your App] > Redirects** ## High-level flow [Section titled “High-level flow”](#high-level-flow) ## Step-by-step implementation [Section titled “Step-by-step implementation”](#step-by-step-implementation) 1. ## Initiate login or signup [Section titled “Initiate login or signup”](#initiate-login-or-signup) Initiate login by redirecting the user to Scalekit’s hosted login page from your backend. Generate and store a `state` parameter before redirecting to validate the callback. ```sh 1 /oauth/authorize? 2 response_type=code& 3 client_id=& 4 redirect_uri=& 5 scope=openid+profile+email+offline_access& 6 state= ``` Why web apps use client\_secret Web applications store the `client_secret` on the backend server where it cannot be accessed by browsers or end users. This allows your backend to authenticate directly with Scalekit’s token endpoint without needing PKCE. Never expose the `client_secret` to the frontend or include it in client-side JavaScript. For detailed parameter definitions, see [Initiate signup/login](/authenticate/fsa/implement-login). 2. ## Handle the callback and complete login [Section titled “Handle the callback and complete login”](#handle-the-callback-and-complete-login) After authentication, Scalekit redirects the user back to your callback endpoint with an authorization `code` and the `state` you sent. Your backend must: * Validate the returned `state` matches what you stored — this confirms the response is for your original request and prevents CSRF attacks * Handle any error parameters before processing * Exchange the authorization code for tokens using your `client_secret` ```sh 1 POST /oauth/token 2 Content-Type: application/x-www-form-urlencoded 3 4 grant_type=authorization_code& 5 client_id=& 6 client_secret=& 7 code=& 8 redirect_uri= ``` ```json 1 { 2 "access_token": "...", 3 "refresh_token": "...", 4 "id_token": "...", 5 "expires_in": 299 6 } ``` Authorization codes expire after one use Authorization codes are single-use and expire quickly (approximately 10 minutes). If you attempt to reuse a code or it expires, start a new login flow to obtain a fresh authorization code. 3. ## Manage sessions and token refresh [Section titled “Manage sessions and token refresh”](#manage-sessions-and-token-refresh) Store tokens in secure cookies and validate the access token on each request. When access tokens expire, use the refresh token to obtain new ones without requiring the user to re-authenticate. **Token roles** * **Access token** — Short-lived token (default 5 minutes) for authenticated API requests * **Refresh token** — Long-lived token to obtain new access tokens * **ID token** — JWT containing user identity claims; required for logout Store tokens in secure, HttpOnly cookies with appropriate path scoping to limit exposure. When an access token expires, request new tokens: ```sh 1 POST /oauth/token 2 Content-Type: application/x-www-form-urlencoded 3 4 grant_type=refresh_token& 5 client_id=& 6 client_secret=& 7 refresh_token= ``` Validate access tokens by verifying: * Token signature using Scalekit’s public keys (JWKS endpoint) * `iss` matches your Scalekit environment URL * `aud` includes your `client_id` * `exp` and `iat` are valid timestamps Public keys for signature verification: ```sh 1 /keys ``` 4. ## Implement logout [Section titled “Implement logout”](#implement-logout) Clear your application session and redirect to Scalekit’s logout endpoint to invalidate the shared session. Your logout endpoint must: * Extract the ID token before clearing cookies * Clear application session cookies * Redirect the browser to Scalekit’s logout endpoint ```sh 1 /oidc/logout? 2 id_token_hint=& 3 post_logout_redirect_uri= ``` Logout must be a browser redirect Use a browser redirect to the `/oidc/logout` endpoint, not an API call. The redirect ensures Scalekit’s session cookie is sent with the request, allowing Scalekit to identify and terminate the correct session. Configure [backchannel logout](/guides/dashboard/redirects/#back-channel-logout-url) URLs to receive notifications when a logout is performed from another application sharing the same user session. ## Handle errors [Section titled “Handle errors”](#handle-errors) When authentication fails, Scalekit redirects to your callback URL with error parameters instead of an authorization code: ```sh /callback?error=access_denied&error_description=User+denied+access&state= ``` Check for errors before processing the authorization code: * Check if the `error` parameter exists in the URL * Log the `error` and `error_description` for debugging * Display a user-friendly message * Provide an option to retry login Common error codes: | Error | Description | | ----------------- | ---------------------------------------- | | `access_denied` | User denied the authorization request | | `invalid_request` | Missing or invalid parameters | | `server_error` | Scalekit encountered an unexpected error | ## (Optional) Use Scalekit Management APIs [Section titled “(Optional) Use Scalekit Management APIs”](#optional-use-scalekit-management-apis) In addition to handling user authentication, web applications can call Scalekit’s Management APIs from the backend. These APIs allow your application to interact with Scalekit-managed resources such as users, organizations, memberships, and roles. Typical use cases include: * Fetching the currently authenticated user * Listing organizations the user belongs to * Managing organization membership or roles Management APIs are Scalekit-owned APIs intended for server-side use only. Enable Management API access in your application: 1. Go to **app.scalekit.com** 2. Navigate to **Developers > Applications** 3. Select your **Web Application** 4. Enable **Allow Scalekit Management API Access** Management API access is only available for web applications This option is only available for web applications because they can securely store credentials. When enabled, your backend can authenticate to Scalekit’s Management APIs using the application’s credentials. These calls are independent of end-user access tokens and are designed for trusted, server-side workflows. ## What’s next [Section titled “What’s next”](#whats-next) * [Configure backchannel logout](/guides/dashboard/redirects/#back-channel-logout-url) to receive notifications when a user logs out from another app * [Set up a custom domain](/guides/custom-domain) for your authentication pages * [Add enterprise SSO](/authenticate/auth-methods/enterprise-sso/) to support SAML and OIDC with your customers’ identity providers --- # DOCUMENT BOUNDARY --- # User management settings > Configure user management settings, including user attributes and configuration options from to Scalekit dashboard. User management settings allow you to configure how user data is handled in the environment and what attributes are available for users in your application. These settings are accessible from the **User Management** section in the Scalekit dashboard. The Configuration tab provides several important settings that control user registration, organization limits, and branding. ![](/.netlify/images?url=_astro%2F2-configuration.BBcHzaot.png\&w=2786\&h=1746\&dpl=6a3b904fcb23b100084833a2) ### Sign-up for your application [Section titled “Sign-up for your application”](#sign-up-for-your-application) Control whether users can sign up and create new organizations. When enabled, users can register for your application and automatically create a new organization. ### Organization creation limit per user [Section titled “Organization creation limit per user”](#organization-creation-limit-per-user) Define the maximum number of organizations a single user can create. This helps prevent abuse and manage resource usage across your application. ### Limit user sign-ups in an organization [Section titled “Limit user sign-ups in an organization”](#limit-user-sign-ups-in-an-organization) Use this when you need seat caps per organization—for example, when organizations map to departments or when plans include per‑org seat limits. To set a limit from the dashboard: ![](/.netlify/images?url=_astro%2Flimit-org-users.F8VX5klf.png\&w=2454\&h=618\&dpl=6a3b904fcb23b100084833a2) 1. Go to Organizations → Select an Organization → User management 2. Find Organization limits and set max users per organization. Save changes. New users provisioning to this organizations are blocked until limits are increased. Configure them by updating the organization settings. Note This limit includes users in states “active” and “pending invite”. Expired invites do not count toward the limit. ### Invitation expiry [Section titled “Invitation expiry”](#invitation-expiry) Configure how long user invitation links remain valid. The default setting of **15 days** ensures that invitations don’t remain active indefinitely, improving security while giving invitees reasonable time to accept. ### Organization meta name [Section titled “Organization meta name”](#organization-meta-name) Customize what you call an “Organization” in your application. This meta name appears throughout all Scalekit-hosted pages. For example, you might call it: * “Company” for B2B applications * “Team” for collaboration tools * “Workspace” for productivity apps * “Account” for multi-tenant systems ## User attributes [Section titled “User attributes”](#user-attributes) The User Attributes tab allows you to define custom fields that will be available for user profiles. These attributes help you collect and store additional information about your users beyond the standard profile fields. ![](/.netlify/images?url=_astro%2F1-user-profile.CQCsGgPh.png\&w=2786\&h=1746\&dpl=6a3b904fcb23b100084833a2) When you define custom user attributes, they become part of the user’s profile data that your application can access. This allows you to: * Collect additional information during user registration * Store application-specific user data * Personalize user experiences based on these attributes * Use the data for application logic and user management --- # DOCUMENT BOUNDARY --- # Handle webhook events in your application > Receive real-time notifications about authentication events in your application using Scalekit webhooks Webhooks provide real-time notifications about authentication and user management events in your Scalekit environment. Instead of polling for changes, your application receives instant notifications when users sign up, log in, join organizations, or when other important events occur. Webhooks enable your app to react immediately to changes in your auth stack through: * **Real-time updates**: Get notified immediately when events occur * **Reduced API calls**: No need to poll for changes * **Event-driven architecture**: Build responsive workflows that react to user actions * **Reliable delivery**: Scalekit ensures webhook delivery with automatic retries ## Webhook event object [Section titled “Webhook event object”](#webhook-event-object) All webhook payloads follow a standardized structure with metadata and event-specific data in the `data` field. User created event payload ```json { "spec_version": "1", // The version of the event specification format. Currently "1". "id": "evt_123456789", // A unique identifier for the event (e.g., evt_123456789). "object": "DirectoryUser", // The type of object that triggered the event (e.g., "DirectoryUser", "Directory", "Connection"). "environment_id": "env_123456789", // The ID of the environment where the event occurred. "occurred_at": "2024-08-21T10:20:17.072Z", // ISO 8601 timestamp indicating when the event occurred. "organization_id": "org_123456789", // The ID of the organization associated with the event. "type": "organization.directory.user_created", // The specific event type (e.g., "organization.directory.user_created"). "data": { // Event-specific payload containing details relevant to the event type. "user_id": "usr_123456789", "email": "user@example.com", "name": "John Doe" } } ``` ## Configure webhooks in the dashboard [Section titled “Configure webhooks in the dashboard”](#configure-webhooks-in-the-dashboard) Set up webhook endpoints and select which events you want to receive through the Scalekit dashboard. 1. In your Scalekit dashboard, navigate to **Settings** > **Webhooks** 2. Click **Add Endpoint** and provide: * **Endpoint URL** - Your application’s webhook handler URL (e.g., `https://yourapp.com/webhooks/scalekit`) * **Description** - Optional description for this endpoint 3. Choose which events you want to receive from the dropdown: * **User events** - `user.created`, `user.updated`, `user.deleted` * **Organization events** - `organization.created`, `organization.updated` * **Authentication events** - `session.created`, `session.expired` * **Membership events** - `membership.created`, `membership.updated`, `membership.deleted` 4. Copy the **Signing Secret** - you’ll use this to verify webhook authenticity in your application 5. Use the **Send Test Event** button to verify your endpoint is working correctly Webhook response requirements Your webhook endpoint should respond with a `201` status code within 10 seconds to be considered successful. Failed deliveries are retried up to 3 times with exponential backoff. ## Implement webhook handlers [Section titled “Implement webhook handlers”](#implement-webhook-handlers) Create secure webhook handlers in your application to process incoming events from Scalekit. 1. ### Set up webhook endpoint [Section titled “Set up webhook endpoint”](#set-up-webhook-endpoint) Create an HTTP POST endpoint in your application to receive webhook payloads from Scalekit. * Node.js Express.js webhook handler ```javascript 3 collapsed lines 1 import express from 'express'; 2 import { Scalekit } from '@scalekit-sdk/node'; 3 4 const app = express(); 5 const scalekit = new Scalekit(/* your credentials */); 6 7 // Use raw body parser for webhook signature verification 8 app.use('/webhooks/scalekit', express.raw({ type: 'application/json' })); 9 10 app.post('/webhooks/scalekit', async (req, res) => { 11 try { 12 // Get webhook signature from headers 13 const signature = req.headers['scalekit-signature']; 14 const rawBody = req.body; 15 16 // Verify webhook signature using Scalekit SDK 17 const isValid = await scalekit.webhooks.verifySignature( 18 rawBody, 19 signature, 20 process.env.SCALEKIT_WEBHOOK_SECRET 21 ); 22 23 if (!isValid) { 24 console.error('Invalid webhook signature'); 25 return res.status(401).json({ error: 'Invalid signature' }); 26 } 27 28 // Parse and process the webhook payload 29 const event = JSON.parse(rawBody.toString()); 30 await processWebhookEvent(event); 31 32 // Always respond with 200 to acknowledge receipt 33 res.status(200).json({ received: true }); 34 35 } catch (error) { 36 console.error('Webhook processing error:', error); 37 res.status(500).json({ error: 'Webhook processing failed' }); 38 } 39 }); ``` * Python Flask webhook handler ```python 4 collapsed lines 1 from flask import Flask, request, jsonify 2 import json 3 from scalekit import ScalekitClient 4 5 app = Flask(__name__) 6 scalekit_client = ScalekitClient(/* your credentials */) 7 8 @app.route('/webhooks/scalekit', methods=['POST']) 9 def handle_webhook(): 10 try: 11 # Get webhook signature from headers 12 signature = request.headers.get('scalekit-signature') 13 raw_body = request.get_data() 14 15 # Verify webhook signature using Scalekit SDK 16 is_valid = scalekit_client.webhooks.verify_signature( 17 raw_body, 18 signature, 19 os.environ.get('SCALEKIT_WEBHOOK_SECRET') 20 ) 21 22 if not is_valid: 23 print('Invalid webhook signature') 24 return jsonify({'error': 'Invalid signature'}), 401 25 26 # Parse and process the webhook payload 27 event = json.loads(raw_body.decode('utf-8')) 28 process_webhook_event(event) 29 30 # Always respond with 200 to acknowledge receipt 31 return jsonify({'received': True}), 200 32 33 except Exception as error: 34 print(f'Webhook processing error: {error}') 35 return jsonify({'error': 'Webhook processing failed'}), 500 ``` * Go Gin webhook handler ```go 8 collapsed lines 1 package main 2 3 import ( 4 "encoding/json" 5 "io" 6 "net/http" 7 "github.com/gin-gonic/gin" 8 "github.com/scalekit-inc/scalekit-sdk-go" 9 ) 10 11 scalekitClient := scalekit.NewScalekitClient(/* your credentials */) 12 13 func handleWebhook(c *gin.Context) { 14 // Get webhook signature from headers 15 signature := c.GetHeader("scalekit-signature") 16 17 // Read raw body 18 rawBody, err := io.ReadAll(c.Request.Body) 19 if err != nil { 20 c.JSON(http.StatusBadRequest, gin.H{"error": "Failed to read body"}) 21 return 22 } 23 24 // Verify webhook signature using Scalekit SDK 25 isValid, err := scalekitClient.Webhooks.VerifySignature( 26 rawBody, 27 signature, 28 os.Getenv("SCALEKIT_WEBHOOK_SECRET"), 29 ) 30 31 if err != nil || !isValid { 32 c.JSON(http.StatusUnauthorized, gin.H{"error": "Invalid signature"}) 33 return 34 } 35 36 // Parse and process the webhook payload 37 var event map[string]interface{} 38 if err := json.Unmarshal(rawBody, &event); err != nil { 39 c.JSON(http.StatusBadRequest, gin.H{"error": "Invalid JSON"}) 40 return 41 } 42 43 processWebhookEvent(event) 44 45 // Always respond with 200 to acknowledge receipt 46 c.JSON(http.StatusOK, gin.H{"received": true}) 47 } ``` * Java Spring webhook handler ```java 8 collapsed lines 1 import org.springframework.web.bind.annotation.*; 2 import org.springframework.http.ResponseEntity; 3 import org.springframework.http.HttpStatus; 4 import com.scalekit.ScalekitClient; 5 import com.fasterxml.jackson.databind.ObjectMapper; 6 import javax.servlet.http.HttpServletRequest; 7 import java.io.IOException; 8 9 @RestController 10 public class WebhookController { 11 12 private final ScalekitClient scalekitClient; 13 private final ObjectMapper objectMapper = new ObjectMapper(); 14 15 @PostMapping("/webhooks/scalekit") 16 public ResponseEntity> handleWebhook( 17 HttpServletRequest request, 18 @RequestBody String rawBody 19 ) { 20 try { 21 // Get webhook signature from headers 22 String signature = request.getHeader("scalekit-signature"); 23 24 // Verify webhook signature using Scalekit SDK 25 boolean isValid = scalekitClient.webhooks().verifySignature( 26 rawBody.getBytes(), 27 signature, 28 System.getenv("SCALEKIT_WEBHOOK_SECRET") 29 ); 30 31 if (!isValid) { 32 return ResponseEntity.status(HttpStatus.UNAUTHORIZED) 33 .body(Map.of("error", "Invalid signature")); 34 } 35 36 // Parse and process the webhook payload 37 Map event = objectMapper.readValue(rawBody, Map.class); 38 processWebhookEvent(event); 39 40 // Always respond with 200 to acknowledge receipt 41 return ResponseEntity.ok(Map.of("received", true)); 42 43 } catch (Exception error) { 44 return ResponseEntity.status(HttpStatus.INTERNAL_SERVER_ERROR) 45 .body(Map.of("error", "Webhook processing failed")); 46 } 47 } 48 } ``` 2. ### Process webhook events [Section titled “Process webhook events”](#process-webhook-events) Handle different event types based on your application’s needs. * Node.js Process webhook events ```javascript 1 async function processWebhookEvent(event) { 2 console.log(`Processing event: ${event.type}`); 3 4 switch (event.type) { 5 case 'user.created': 6 // Handle new user registration 7 await handleUserCreated(event.data.user, event.data.organization); 8 break; 9 10 case 'user.updated': 11 // Handle user profile updates 12 await handleUserUpdated(event.data.user); 13 break; 14 15 case 'organization.created': 16 // Handle new organization creation 17 await handleOrganizationCreated(event.data.organization); 18 break; 19 20 case 'membership.created': 21 // Handle user joining organization 22 await handleMembershipCreated(event.data.membership); 23 break; 24 25 default: 26 console.log(`Unhandled event type: ${event.type}`); 27 } 28 } 29 30 async function handleUserCreated(user, organization) { 31 // Use case: Sync new user to your database, send welcome email, set up user workspace 32 console.log(`New user created: ${user.email} in org: ${organization.display_name}`); 33 34 // Sync to your database 35 await syncUserToDatabase(user, organization); 36 37 // Send welcome email 38 await sendWelcomeEmail(user.email, user.first_name); 39 40 // Set up user workspace or default settings 41 await setupUserDefaults(user.id, organization.id); 42 } ``` * Python Process webhook events ```python 1 def process_webhook_event(event): 2 print(f'Processing event: {event["type"]}') 3 4 event_type = event['type'] 5 event_data = event['data'] 6 7 if event_type == 'user.created': 8 # Handle new user registration 9 handle_user_created(event_data['user'], event_data['organization']) 10 elif event_type == 'user.updated': 11 # Handle user profile updates 12 handle_user_updated(event_data['user']) 13 elif event_type == 'organization.created': 14 # Handle new organization creation 15 handle_organization_created(event_data['organization']) 16 elif event_type == 'membership.created': 17 # Handle user joining organization 18 handle_membership_created(event_data['membership']) 19 else: 20 print(f'Unhandled event type: {event_type}') 21 22 def handle_user_created(user, organization): 23 # Use case: Sync new user to your database, send welcome email, set up user workspace 24 print(f'New user created: {user["email"]} in org: {organization["display_name"]}') 25 26 # Sync to your database 27 sync_user_to_database(user, organization) 28 29 # Send welcome email 30 send_welcome_email(user['email'], user['first_name']) 31 32 # Set up user workspace or default settings 33 setup_user_defaults(user['id'], organization['id']) ``` * Go Process webhook events ```go 1 func processWebhookEvent(event map[string]interface{}) { 2 eventType := event["type"].(string) 3 eventData := event["data"].(map[string]interface{}) 4 5 fmt.Printf("Processing event: %s\n", eventType) 6 7 switch eventType { 8 case "user.created": 9 // Handle new user registration 10 user := eventData["user"].(map[string]interface{}) 11 organization := eventData["organization"].(map[string]interface{}) 12 handleUserCreated(user, organization) 13 14 case "user.updated": 15 // Handle user profile updates 16 user := eventData["user"].(map[string]interface{}) 17 handleUserUpdated(user) 18 19 case "organization.created": 20 // Handle new organization creation 21 organization := eventData["organization"].(map[string]interface{}) 22 handleOrganizationCreated(organization) 23 24 case "membership.created": 25 // Handle user joining organization 26 membership := eventData["membership"].(map[string]interface{}) 27 handleMembershipCreated(membership) 28 29 default: 30 fmt.Printf("Unhandled event type: %s\n", eventType) 31 } 32 } 33 34 func handleUserCreated(user, organization map[string]interface{}) { 35 // Use case: Sync new user to your database, send welcome email, set up user workspace 36 fmt.Printf("New user created: %s in org: %s\n", 37 user["email"], organization["display_name"]) 38 39 // Sync to your database 40 syncUserToDatabase(user, organization) 41 42 // Send welcome email 43 sendWelcomeEmail(user["email"].(string), user["first_name"].(string)) 44 45 // Set up user workspace or default settings 46 setupUserDefaults(user["id"].(string), organization["id"].(string)) 47 } ``` * Java Process webhook events ```java 1 private void processWebhookEvent(Map event) { 2 String eventType = (String) event.get("type"); 3 Map eventData = (Map) event.get("data"); 4 5 System.out.println("Processing event: " + eventType); 6 7 switch (eventType) { 8 case "user.created": 9 // Handle new user registration 10 Map user = (Map) eventData.get("user"); 11 Map organization = (Map) eventData.get("organization"); 12 handleUserCreated(user, organization); 13 break; 14 15 case "user.updated": 16 // Handle user profile updates 17 handleUserUpdated((Map) eventData.get("user")); 18 break; 19 20 case "organization.created": 21 // Handle new organization creation 22 handleOrganizationCreated((Map) eventData.get("organization")); 23 break; 24 25 case "membership.created": 26 // Handle user joining organization 27 handleMembershipCreated((Map) eventData.get("membership")); 28 break; 29 30 default: 31 System.out.println("Unhandled event type: " + eventType); 32 } 33 } 34 35 private void handleUserCreated(Map user, Map organization) { 36 // Use case: Sync new user to your database, send welcome email, set up user workspace 37 System.out.println("New user created: " + user.get("email") + 38 " in org: " + organization.get("display_name")); 39 40 // Sync to your database 41 syncUserToDatabase(user, organization); 42 43 // Send welcome email 44 sendWelcomeEmail((String) user.get("email"), (String) user.get("first_name")); 45 46 // Set up user workspace or default settings 47 setupUserDefaults((String) user.get("id"), (String) organization.get("id")); 48 } ``` 3. ### Verify webhook signature [Section titled “Verify webhook signature”](#verify-webhook-signature) Use the Scalekit SDK to verify webhook signatures before processing events. * Node.js Signature verification ```javascript 1 async function verifyWebhookSignature(rawBody, signature, secret) { 2 try { 3 // Use Scalekit SDK for verification (recommended) 4 const isValid = await scalekit.webhooks.verifySignature(rawBody, signature, secret); 5 return isValid; 6 7 } catch (error) { 8 console.error('Signature verification failed:', error); 9 return false; 10 } 11 } ``` * Python Signature verification ```python 1 def verify_webhook_signature(raw_body, signature, secret): 2 try: 3 # Use Scalekit SDK for verification (recommended) 4 is_valid = scalekit_client.webhooks.verify_signature(raw_body, signature, secret) 5 return is_valid 6 7 except Exception as error: 8 print(f'Signature verification failed: {error}') 9 return False ``` * Go Signature verification ```go 1 func verifyWebhookSignature(rawBody []byte, signature string, secret string) (bool, error) { 2 // Use Scalekit SDK for verification (recommended) 3 isValid, err := scalekitClient.Webhooks.VerifySignature(rawBody, signature, secret) 4 if err != nil { 5 fmt.Printf("Signature verification failed: %v\n", err) 6 return false, err 7 } 8 return isValid, nil 9 } ``` * Java Signature verification ```java 1 private boolean verifyWebhookSignature(byte[] rawBody, String signature, String secret) { 2 try { 3 // Use Scalekit SDK for verification (recommended) 4 boolean isValid = scalekitClient.webhooks().verifySignature(rawBody, signature, secret); 5 return isValid; 6 7 } catch (Exception error) { 8 System.err.println("Signature verification failed: " + error.getMessage()); 9 return false; 10 } 11 } ``` Caution Security: Always verify webhook signatures before processing events. This prevents unauthorized parties from triggering your webhook handlers with malicious payloads. ## Respond to webhook event [Section titled “Respond to webhook event”](#respond-to-webhook-event) Scalekit expects specific HTTP status codes in response to webhook deliveries. Return appropriate status codes to control retry behavior. 1. ### Return success responses [Section titled “Return success responses”](#return-success-responses) Return success status codes when webhooks are processed successfully. | Status Code | Description | | ------------------------- | -------------------------------------------- | | `200 OK` | Webhook processed successfully | | `201 Created` Recommended | Webhook processed and resource created | | `202 Accepted` | Webhook accepted for asynchronous processing | 2. ### Handle error responses [Section titled “Handle error responses”](#handle-error-responses) Return error status codes to indicate processing failures. | Status Code | Description | | --------------------------- | ------------------------------------ | | `400 Bad Request` | Invalid payload or malformed request | | `401 Unauthorized` | Invalid webhook signature | | `403 Forbidden` | Webhook not authorized | | `422 Unprocessable Entity` | Valid request but cannot process | | `500 Internal Server Error` | Server error during processing | Retry schedule Scalekit retries failed webhooks automatically using exponential backoff. Return appropriate error codes to avoid unnecessary retries. * **Initial retry**: Immediately after failure * **Subsequent retries**: 5 seconds, 30 seconds, 2 minutes, 5 minutes, 15 minutes * **Maximum attempts**: 6 total attempts over approximately 22 minutes * **Final failure**: Webhook marked as failed after all retries exhausted Webhook failures are logged in your Scalekit dashboard for monitoring and debugging. ## Testing webhooks [Section titled “Testing webhooks”](#testing-webhooks) Test your webhook implementation locally before deploying to production. Use **ngrok** to expose your local development server for webhook testing. Set up local webhook testing ```bash 1 # Install ngrok 2 npm install -g ngrok 3 4 # Start your local server 5 npm run dev 6 7 # In another terminal, expose your local server 8 ngrok http 3000 9 10 # Use the ngrok URL in your Scalekit dashboard 11 # Example: https://abc123.ngrok.io/webhooks/scalekit ``` ## Common webhook use cases [Section titled “Common webhook use cases”](#common-webhook-use-cases) Webhooks enable common integration patterns: * **User lifecycle management**: Sync user data across systems, provision accounts in downstream services, and trigger onboarding workflows when users sign up or update their profiles * **Organization and membership management**: Set up workspaces when organizations are created, update user access when they join or leave organizations, and provision organization-specific resources * **Authentication monitoring**: Track login patterns, update last-seen timestamps, and trigger security alerts for suspicious activity ## Webhook event reference [Section titled “Webhook event reference”](#webhook-event-reference) You now have a complete webhook implementation that can reliably process authentication events from Scalekit. Consider these additional improvements: [Organization events ](/apis/#webhook/organizationcreated) [User events ](/apis/#webhook/usersignup) [Directory events ](/apis/#webhook/organizationdirectoryenabled) [SSO connection events ](/apis/#webhook/organizationssocreated) [Role events ](/apis/#webhook/rolecreated) [Permission events ](/apis/#webhook/permissiondeleted) --- # DOCUMENT BOUNDARY --- # Intercept authentication flows > Apply decision checks at key points in the authentication flow Execute custom business logic during sign-up or login processes. For example, you can integrate with external systems to validate user existence before allowing login, or prevent sign-ups originating from suspicious IP addresses. Scalekit calls your application at key trigger points during authentication flows and waits for an ALLOW or DENY response to determine whether to continue with the authentication process. For example, one trigger point occurs immediately before a user signs up for your application. We’ll explore more trigger points throughout this guide. ## Implement interceptors [Section titled “Implement interceptors”](#implement-interceptors) You can define interceptors at several trigger points during authentication flows. | Trigger point | When it runs | | ---------------------- | --------------------------------------------------------------------- | | Pre-signup | Before a user creates a new organization | | Pre-session creation | Before session tokens are issued for a user | | Pre-user invitation | Before an invitation is created or sent for a new organization member | | Pre-M2M token creation | Before issuing a machine-to-machine access token | At each trigger point, Scalekit sends a POST request to your interceptor endpoint with the relevant details needed to process the request. 1. #### Verify the interceptor request [Section titled “Verify the interceptor request”](#verify-the-interceptor-request) Create an HTTPS endpoint that receives and verifies POST requests from Scalekit. This critical security step ensures requests are authentic and haven’t been tampered with. * Node.js Express.js - Verify request signature ```javascript 1 // Security: ALWAYS verify requests are from Scalekit before processing 2 // This prevents unauthorized parties from triggering your interceptor logic 3 4 app.post('/auth/interceptors/pre-signup', async (req, res) => { 5 try { 6 // Parse the request payload and headers 7 const event = await req.json(); 8 const headers = req.headers; 9 10 // Get the signing secret from Scalekit dashboard > Interceptors tab 11 // Store this securely in environment variables 12 const interceptorSecret = process.env.SCALEKIT_INTERCEPTOR_SECRET; 13 14 // Initialize Scalekit client (reference installation guide for setup) 15 const scalekit = new ScalekitClient( 16 process.env.SCALEKIT_ENVIRONMENT_URL, 17 process.env.SCALEKIT_CLIENT_ID, 18 process.env.SCALEKIT_CLIENT_SECRET 19 ); 20 21 // Verify the interceptor payload signature 22 // This confirms the request is from Scalekit and hasn't been tampered with 23 await scalekit.verifyInterceptorPayload(interceptorSecret, headers, event); 24 25 // ✓ Request verified - proceed to business logic (next step) 26 27 } catch (error) { 28 console.error('Interceptor verification failed:', error); 29 // DENY on verification failures to fail securely 30 return res.status(200).json({ 31 decision: 'DENY', 32 error: { 33 message: 'Unable to process request. Please try again later.' 34 } 35 }); 36 } 37 }); ``` * Python Flask - Verify request signature ```python 1 # Security: ALWAYS verify requests are from Scalekit before processing 2 # This prevents unauthorized parties from triggering your interceptor logic 3 4 from flask import Flask, request, jsonify 5 import os 6 7 app = Flask(__name__) 8 9 @app.route('/auth/interceptors/pre-signup', methods=['POST']) 10 def interceptor_pre_signup(): 11 try: 12 # Parse the request payload and headers 13 event = request.get_json() 14 body = request.get_data() 15 16 # Get the signing secret from Scalekit dashboard > Interceptors tab 17 # Store this securely in environment variables 18 interceptor_secret = os.getenv('SCALEKIT_INTERCEPTOR_SECRET') 19 20 # Extract headers for verification 21 headers = { 22 'interceptor-id': request.headers.get('interceptor-id'), 23 'interceptor-signature': request.headers.get('interceptor-signature'), 24 'interceptor-timestamp': request.headers.get('interceptor-timestamp') 25 } 26 27 # Initialize Scalekit client (reference installation guide for setup) 28 scalekit_client = ScalekitClient( 29 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 30 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 31 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 32 ) 33 34 # Verify the interceptor payload signature 35 # This confirms the request is from Scalekit and hasn't been tampered with 36 is_valid = scalekit_client.verify_interceptor_payload( 37 secret=interceptor_secret, 38 headers=headers, 39 payload=body 40 ) 41 42 if not is_valid: 43 return jsonify({ 44 'decision': 'DENY', 45 'error': {'message': 'Invalid request signature'} 46 }), 200 47 48 # ✓ Request verified - proceed to business logic (next step) 49 50 except Exception as error: 51 print(f'Interceptor verification failed: {error}') 52 # DENY on verification failures to fail securely 53 return jsonify({ 54 'decision': 'DENY', 55 'error': { 56 'message': 'Unable to process request. Please try again later.' 57 } 58 }), 200 ``` * Go Gin - Verify request signature ```go 1 // Security: ALWAYS verify requests are from Scalekit before processing 2 // This prevents unauthorized parties from triggering your interceptor logic 3 4 package main 5 6 import ( 7 "io" 8 "log" 9 "net/http" 10 "os" 11 12 "github.com/gin-gonic/gin" 13 ) 14 15 type InterceptorResponse struct { 16 Decision string `json:"decision"` 17 Error *InterceptorError `json:"error,omitempty"` 18 } 19 20 type InterceptorError struct { 21 Message string `json:"message"` 22 } 23 24 func interceptorPreSignup(c *gin.Context) { 25 // Parse the request payload 26 bodyBytes, err := io.ReadAll(c.Request.Body) 27 if err != nil { 28 c.JSON(http.StatusOK, InterceptorResponse{ 29 Decision: "DENY", 30 Error: &InterceptorError{Message: "Unable to read request"}, 31 }) 32 return 33 } 34 35 // Get the signing secret from Scalekit dashboard > Interceptors tab 36 // Store this securely in environment variables 37 interceptorSecret := os.Getenv("SCALEKIT_INTERCEPTOR_SECRET") 38 39 // Extract headers for verification 40 headers := map[string]string{ 41 "interceptor-id": c.GetHeader("interceptor-id"), 42 "interceptor-signature": c.GetHeader("interceptor-signature"), 43 "interceptor-timestamp": c.GetHeader("interceptor-timestamp"), 44 } 45 46 // Initialize Scalekit client (reference installation guide for setup) 47 scalekitClient := scalekit.NewScalekitClient( 48 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 49 os.Getenv("SCALEKIT_CLIENT_ID"), 50 os.Getenv("SCALEKIT_CLIENT_SECRET"), 51 ) 52 53 // Verify the interceptor payload signature 54 // This confirms the request is from Scalekit and hasn't been tampered with 55 _, err = scalekitClient.VerifyInterceptorPayload( 56 interceptorSecret, 57 headers, 58 bodyBytes, 59 ) 60 if err != nil { 61 log.Printf("Interceptor verification failed: %v", err) 62 // DENY on verification failures to fail securely 63 c.JSON(http.StatusOK, InterceptorResponse{ 64 Decision: "DENY", 65 Error: &InterceptorError{Message: "Invalid request signature"}, 66 }) 67 return 68 } 69 70 // ✓ Request verified - proceed to business logic (next step) 71 } ``` * Java Spring Boot - Verify request signature ```java 1 // Security: ALWAYS verify requests are from Scalekit before processing 2 // This prevents unauthorized parties from triggering your interceptor logic 3 4 package com.example.auth; 5 6 import org.springframework.http.ResponseEntity; 7 import org.springframework.web.bind.annotation.*; 8 9 import java.util.Map; 10 11 @RestController 12 @RequestMapping("/auth/interceptors") 13 public class InterceptorController { 14 15 @PostMapping("/pre-signup") 16 public ResponseEntity> preSignupInterceptor( 17 @RequestBody String body, 18 @RequestHeader Map headers 19 ) { 20 try { 21 // Get the signing secret from Scalekit dashboard > Interceptors tab 22 // Store this securely in environment variables 23 String interceptorSecret = System.getenv("SCALEKIT_INTERCEPTOR_SECRET"); 24 25 // Initialize Scalekit client (reference installation guide for setup) 26 ScalekitClient scalekitClient = new ScalekitClient( 27 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 28 System.getenv("SCALEKIT_CLIENT_ID"), 29 System.getenv("SCALEKIT_CLIENT_SECRET") 30 ); 31 32 // Verify the interceptor payload signature 33 // This confirms the request is from Scalekit and hasn't been tampered with 34 boolean valid = scalekitClient.interceptor() 35 .verifyInterceptorPayload(interceptorSecret, headers, body.getBytes()); 36 37 if (!valid) { 38 // DENY on invalid signatures 39 return ResponseEntity.ok(Map.of( 40 "decision", "DENY", 41 "error", Map.of("message", "Invalid request signature") 42 )); 43 } 44 45 // ✓ Request verified - proceed to business logic (next step) 46 47 } catch (Exception error) { 48 System.err.println("Interceptor verification failed: " + error.getMessage()); 49 // DENY on verification failures to fail securely 50 return ResponseEntity.ok(Map.of( 51 "decision", "DENY", 52 "error", Map.of( 53 "message", "Unable to process request. Please try again later." 54 ) 55 )); 56 } 57 } 58 } ``` 2. #### Implement business logic and respond [Section titled “Implement business logic and respond”](#implement-business-logic-and-respond) After verification, extract data from the payload, apply your custom validation logic, and return either ALLOW or DENY to control the authentication flow. * Node.js Express.js - Business logic and response ```javascript 1 // Use case: Apply custom validation rules before allowing authentication 2 // Examples: email domain validation, IP filtering, database checks, etc. 3 4 app.post('/auth/interceptors/pre-signup', async (req, res) => { 5 try { 6 // ... (verification code from Step 1) 7 8 // Extract data from the verified payload 9 const { interceptor_context, data } = event; 10 const userEmail = interceptor_context?.user_email || data?.user?.email; 11 12 // Implement your business logic 13 // Example: Validate email domain against an allowlist 14 const emailDomain = userEmail?.split('@')[1]; 15 const allowedDomains = ['company.com', 'example.com']; 16 17 if (!allowedDomains.includes(emailDomain)) { 18 // DENY: Block the authentication flow 19 return res.status(200).json({ 20 decision: 'DENY', 21 error: { 22 message: 'Sign-ups from this email domain are not permitted.' 23 } 24 }); 25 } 26 27 // Optional: Log successful validations for audit purposes 28 console.log(`Allowed signup for ${userEmail}`); 29 30 // ALLOW: Permit the authentication flow to continue 31 return res.status(200).json({ 32 decision: 'ALLOW' 33 }); 34 35 } catch (error) { 36 console.error('Interceptor error:', error); 37 return res.status(200).json({ 38 decision: 'DENY', 39 error: { 40 message: 'Unable to process request. Please try again later.' 41 } 42 }); 43 } 44 }); ``` * Python Flask - Business logic and response ```python 1 # Use case: Apply custom validation rules before allowing authentication 2 # Examples: email domain validation, IP filtering, database checks, etc. 3 4 @app.route('/auth/interceptors/pre-signup', methods=['POST']) 5 def interceptor_pre_signup(): 6 try: 7 # ... (verification code from Step 1) 8 9 # Extract data from the verified payload 10 interceptor_context = event.get('interceptor_context', {}) 11 data = event.get('data', {}) 12 user_email = interceptor_context.get('user_email') or data.get('user', {}).get('email') 13 14 # Implement your business logic 15 # Example: Validate email domain against an allowlist 16 email_domain = user_email.split('@')[1] if user_email else '' 17 allowed_domains = ['company.com', 'example.com'] 18 19 if email_domain not in allowed_domains: 20 # DENY: Block the authentication flow 21 return jsonify({ 22 'decision': 'DENY', 23 'error': { 24 'message': 'Sign-ups from this email domain are not permitted.' 25 } 26 }), 200 27 28 # Optional: Log successful validations for audit purposes 29 print(f'Allowed signup for {user_email}') 30 31 # ALLOW: Permit the authentication flow to continue 32 return jsonify({ 33 'decision': 'ALLOW' 34 }), 200 35 36 except Exception as error: 37 print(f'Interceptor error: {error}') 38 return jsonify({ 39 'decision': 'DENY', 40 'error': { 41 'message': 'Unable to process request. Please try again later.' 42 } 43 }), 200 ``` * Go Gin - Business logic and response ```go 1 // Use case: Apply custom validation rules before allowing authentication 2 // Examples: email domain validation, IP filtering, database checks, etc. 3 4 package main 5 6 import ( 7 "encoding/json" 8 "strings" 9 ) 10 11 type InterceptorEvent struct { 12 InterceptorContext struct { 13 UserEmail string `json:"user_email"` 14 } `json:"interceptor_context"` 15 Data struct { 16 User struct { 17 Email string `json:"email"` 18 } `json:"user"` 19 } `json:"data"` 20 } 21 22 func interceptorPreSignup(c *gin.Context) { 23 // ... (verification code from Step 1) 24 25 // Extract data from the verified payload 26 var event InterceptorEvent 27 if err := json.Unmarshal(bodyBytes, &event); err != nil { 28 c.JSON(http.StatusOK, InterceptorResponse{ 29 Decision: "DENY", 30 Error: &InterceptorError{Message: "Invalid request format"}, 31 }) 32 return 33 } 34 35 userEmail := event.InterceptorContext.UserEmail 36 if userEmail == "" { 37 userEmail = event.Data.User.Email 38 } 39 40 // Implement your business logic 41 // Example: Validate email domain against an allowlist 42 parts := strings.Split(userEmail, "@") 43 if len(parts) != 2 { 44 c.JSON(http.StatusOK, InterceptorResponse{ 45 Decision: "DENY", 46 Error: &InterceptorError{Message: "Invalid email address"}, 47 }) 48 return 49 } 50 51 emailDomain := parts[1] 52 allowedDomains := []string{"company.com", "example.com"} 53 54 allowed := false 55 for _, domain := range allowedDomains { 56 if emailDomain == domain { 57 allowed = true 58 break 59 } 60 } 61 62 if !allowed { 63 // DENY: Block the authentication flow 64 c.JSON(http.StatusOK, InterceptorResponse{ 65 Decision: "DENY", 66 Error: &InterceptorError{ 67 Message: "Sign-ups from this email domain are not permitted.", 68 }, 69 }) 70 return 71 } 72 73 // Optional: Log successful validations for audit purposes 74 log.Printf("Allowed signup for %s", userEmail) 75 76 // ALLOW: Permit the authentication flow to continue 77 c.JSON(http.StatusOK, InterceptorResponse{ 78 Decision: "ALLOW", 79 }) 80 } ``` * Java Spring Boot - Business logic and response ```java 1 // Use case: Apply custom validation rules before allowing authentication 2 // Examples: email domain validation, IP filtering, database checks, etc. 3 4 package com.example.auth; 5 6 import com.fasterxml.jackson.databind.JsonNode; 7 import com.fasterxml.jackson.databind.ObjectMapper; 8 9 import java.util.Arrays; 10 import java.util.List; 11 12 @PostMapping("/pre-signup") 13 public ResponseEntity> preSignupInterceptor( 14 @RequestBody String body, 15 @RequestHeader Map headers 16 ) { 17 try { 18 // ... (verification code from Step 1) 19 20 // Extract data from the verified payload 21 ObjectMapper mapper = new ObjectMapper(); 22 JsonNode event = mapper.readTree(body); 23 JsonNode interceptorContext = event.get("interceptor_context"); 24 JsonNode data = event.get("data"); 25 26 String userEmail = null; 27 if (interceptorContext != null && interceptorContext.has("user_email")) { 28 userEmail = interceptorContext.get("user_email").asText(); 29 } else if (data != null && data.has("user")) { 30 userEmail = data.get("user").get("email").asText(); 31 } 32 33 // Implement your business logic 34 // Example: Validate email domain against an allowlist 35 if (userEmail != null && userEmail.contains("@")) { 36 String emailDomain = userEmail.split("@")[1]; 37 List allowedDomains = Arrays.asList("company.com", "example.com"); 38 39 if (!allowedDomains.contains(emailDomain)) { 40 // DENY: Block the authentication flow 41 return ResponseEntity.ok(Map.of( 42 "decision", "DENY", 43 "error", Map.of( 44 "message", "Sign-ups from this email domain are not permitted." 45 ) 46 )); 47 } 48 } 49 50 // Optional: Log successful validations for audit purposes 51 System.out.println("Allowed signup for " + userEmail); 52 53 // ALLOW: Permit the authentication flow to continue 54 return ResponseEntity.ok(Map.of( 55 "decision", "ALLOW" 56 )); 57 58 } catch (Exception error) { 59 System.err.println("Interceptor error: " + error.getMessage()); 60 return ResponseEntity.ok(Map.of( 61 "decision", "DENY", 62 "error", Map.of( 63 "message", "Unable to process request. Please try again later." 64 ) 65 )); 66 } 67 } ``` 3. #### Register the interceptor in Scalekit dashboard [Section titled “Register the interceptor in Scalekit dashboard”](#register-the-interceptor-in-scalekit-dashboard) Configure your interceptor by specifying the trigger point, endpoint URL, timeout settings, and fallback behavior. In the Scalekit dashboard, navigate to the **Interceptors** tab to register your endpoint. ![Interceptors settings in the Scalekit dashboard](/.netlify/images?url=_astro%2Fadd-interceptor-page.XX7OLoCR.png\&w=2084\&h=1588\&dpl=6a3b904fcb23b100084833a2) * Enter a descriptive name, choose a trigger point, and provide the HTTPS endpoint that will receive POST requests * Set the timeout for your app’s response (recommended: 3-5 seconds) * Choose the fallback behavior if your app fails or times out (allow or block the flow) * Click **Create** * Toggle **Enable** to activate the interceptor 4. #### Test the interceptor [Section titled “Test the interceptor”](#test-the-interceptor) Use the Test tab in the Scalekit dashboard to verify your implementation before enabling it in production. * Open the **Test** tab on the Interceptors page * The left panel shows the request body sent to your endpoint * Click **Send request** to test your interceptor * The right panel shows your application’s response * Verify your endpoint returns the expected ALLOW or DENY decision ![Interceptor test tab example](/.netlify/images?url=_astro%2Ftest-example.xdLJLh_5.png\&w=2970\&h=1643\&dpl=6a3b904fcb23b100084833a2) Quick testing with request bin services For quick testing without building or deploying an endpoint, use a request bin service like [Beeceptor](https://beeceptor.com/) or [RequestBin](https://requestbin.com/). These services provide temporary endpoints that capture incoming requests and let you configure responses, making them ideal for interceptor development and validation. 5. #### View interceptor request logs [Section titled “View interceptor request logs”](#view-interceptor-request-logs) Scalekit keeps a log of every interceptor request sent to your app and the response it returned. Use these logs to debug and troubleshoot issues. ![Interceptor logs in the dashboard](/.netlify/images?url=_astro%2Flogging.DSZdvTsn.png\&w=3024\&h=1705\&dpl=6a3b904fcb23b100084833a2) Requests and responses generated by the “Test” button are not logged. This keeps production logs free of test data. Generic error messages Scalekit shows a generic error to end users when: * Your interceptor returns `DENY` without an `error.message`. * The interceptor request fails or times out and the fail policy is set to “Fail closed”. Messages shown: * “The request could not be completed due to a policy restriction. Please contact support for assistance.” * “The request could not be completed due to a policy restriction. Please contact for assistance.” (when a support email is configured) ## Interceptor examples [Section titled “Interceptor examples”](#interceptor-examples) ### Block signups from restricted IP addresses [Section titled “Block signups from restricted IP addresses”](#block-signups-from-restricted-ip-addresses) Prevent new user signups from specific IP addresses or geographic regions. The request includes `ip_address` and `region` (country code) in `interceptor_context`. * Node.js Express.js ```javascript 1 app.post('/auth/interceptor/pre-signup', async (req, res) => { 2 const { interceptor_context } = req.body; 3 4 // Extract IP address and region from the request 5 const ipAddress = interceptor_context.ip_address; 6 const region = interceptor_context.region; 7 8 // Define your IP blocklist (you can also check against a database) 9 const blockedIPs = ['203.0.113.24', '198.51.100.42']; 10 const blockedRegions = ['XX', 'YY']; // Example: blocked region codes 11 12 // Check if IP is blocked 13 if (blockedIPs.includes(ipAddress)) { 14 return res.json({ 15 decision: 'DENY', 16 error: { 17 message: 'Signups from your IP address are not allowed due to security policy' 18 } 19 }); 20 } 21 22 // Check if region is blocked 23 if (blockedRegions.includes(region)) { 24 return res.json({ 25 decision: 'DENY', 26 error: { 27 message: 'Signups from your location are restricted due to compliance requirements' 28 } 29 }); 30 } 31 32 // Allow signup to proceed 33 return res.json({ 34 decision: 'ALLOW' 35 }); 36 }); ``` * Python Flask ```python 1 @app.post('/auth/interceptor/pre-signup') 2 collapsed lines 2 async def pre_signup(request: Request): 3 body = await request.json() 4 interceptor_context = body['interceptor_context'] 5 6 # Extract IP address and region from the request 7 ip_address = interceptor_context['ip_address'] 8 region = interceptor_context['region'] 9 10 # Define your IP blocklist (you can also check against a database) 11 blocked_ips = ['203.0.113.24', '198.51.100.42'] 12 blocked_regions = ['XX', 'YY'] # Example: blocked region codes 13 14 # Check if IP is blocked 15 if ip_address in blocked_ips: 16 return { 17 'decision': 'DENY', 18 'error': { 19 'message': 'Signups from your IP address are not allowed due to security policy' 20 } 21 } 22 23 # Check if region is blocked 24 if region in blocked_regions: 25 return { 26 'decision': 'DENY', 27 'error': { 28 'message': 'Signups from your location are restricted due to compliance requirements' 29 } 30 } 31 32 # Allow signup to proceed 33 return {'decision': 'ALLOW'} ``` ### Modify claims in session tokens [Section titled “Modify claims in session tokens”](#modify-claims-in-session-tokens) To include additional custom claims in the access token, use the `PRE_SESSION_CREATION` interceptor. This interceptor makes an API call to your configured endpoint with user and organization data from Scalekit. You can respond with the format below, and the claims are included in the access token under the `custom_claims` key. This interceptor fires on every path that creates a new session token: standard login and organization switch. If you need custom scope strings validated directly by your resource server (for example, Spring Security’s `@PreAuthorize`), use [native custom scopes and permissions](/authenticate/authz/implement-access-control/) instead — `custom_claims` do not appear in the `scope` claim. * Node.js Express.js ```javascript 1 app.post('/auth/interceptor/pre-session-creation', async (req, res) => { 2 const { interceptor_context } = req.body; 3 4 const userId = interceptor_context.user_id; 5 const organizationId = interceptor_context.organization_id; 6 7 // Fetch user subscription and permissions from your database 8 const userMetadata = await fetchUserMetadata(userId, organizationId); 9 10 // Build custom claims based on your business logic 11 const customClaims = { 12 plan: userMetadata.subscription.plan, // 'free', 'pro', 'enterprise' 13 plan_expires_at: userMetadata.subscription.expiresAt, 14 features: userMetadata.features, // ['analytics', 'api_access', 'advanced_reports'] 15 org_role: userMetadata.organizationRole, // 'admin', 'member', 'viewer' 16 department: userMetadata.department, 17 cost_center: userMetadata.costCenter 18 }; 19 20 // Return ALLOW decision with custom claims 21 return res.json({ 22 decision: 'ALLOW', 23 response: { 24 claims: customClaims 25 } 26 }); 27 }); ``` * Python Flask ```python 1 @app.post('/auth/interceptor/pre-session-creation') 2 async def pre_session_creation(request: Request): 3 body = await request.json() 4 interceptor_context = body['interceptor_context'] 5 6 user_id = interceptor_context['user_id'] 7 organization_id = interceptor_context['organization_id'] 8 9 # Fetch user subscription and permissions from your database 10 user_metadata = await fetch_user_metadata(user_id, organization_id) 11 12 # Build custom claims based on your business logic 13 custom_claims = { 14 'plan': user_metadata['subscription']['plan'], 15 'plan_expires_at': user_metadata['subscription']['expires_at'], 16 'features': user_metadata['features'], 17 'org_role': user_metadata['organization_role'], 18 'department': user_metadata['department'], 19 'cost_center': user_metadata['cost_center'] 20 } 21 22 # Return ALLOW decision with custom claims 23 return { 24 'decision': 'ALLOW', 25 'response': { 26 'claims': custom_claims 27 } 28 } ``` After the interceptor returns custom claims, Scalekit includes them in the access token. When you decode the access token, it contains your custom claims in the `custom_claims` object along with standard JWT fields: Decoded access token ```diff { "aud": [ "prd_skc_96736847635480854" ], "client_id": "prd_skc_96736847635480854", "custom_claims": { "cost_center": "R&D-001", "department": "Engineering", "features": [ "analytics", "api_access", "advanced_reports" + ], "org_role": "admin", "plan": "pro", "plan_expires_at": "2025-12-31T23:59:59Z" + }, "exp": 1767964824, "iat": 1767964524, "iss": "https://auth.coffeedesk.app", "jti": "tkn_107201921814692618", "nbf": 1767964524, "oid": "org_97926637244383515", 12 collapsed lines "permissions": [ "data:read", "data:write", "organization:settings" ], "roles": [ "admin" ], "sid": "ses_107201917586768386", "sub": "usr_97931091561677319", "xoid": "wspace_97926637244383515", "xuid": "0a749c69-1153-4a8b-b56d-94ebde9da8de" } ``` Token size considerations Keep custom claims minimal to avoid exceeding JWT size limits. Store large datasets in your database and use claims only for frequently-accessed metadata that needs to be available in the token. ## Common scenarios [Section titled “Common scenarios”](#common-scenarios) Does `PRE_SESSION_CREATION` fire on an invitee’s first login? Yes. It fires the same as any other path that creates a session token. Custom claims your interceptor returns are embedded in the issued access token. No additional configuration is required. ### Provision a user into an existing organization [Section titled “Provision a user into an existing organization”](#provision-a-user-into-an-existing-organization) Use the **Pre-signup** interceptor to provision a user into an existing organization instead of creating a new one during signup. This is useful when you want users from specific email domains to always join a pre-defined organization, avoiding duplicate organization creation. In the following example, the B2B application provisions users into an existing organization based on their email domain. If no matching domain is found, the signup flow falls back to the default behavior and creates a new organization. * Node.js Express.js ```javascript 1 app.post('/auth/interceptors/pre-signup', async (req, res) => { 2 const { interceptor_context } = req.body; 3 4 // Email attempting to sign up 5 const userEmail = interceptor_context.user_email; 6 const emailDomain = userEmail?.split('@')[1]; 7 8 // Map email domains to organizations 9 const domainOrgMappings = [ 10 { 11 domain: 'acmecorp.com', 12 organization_id: 'org_123456789', 13 external_organization_id: 'ext_acmecorp_123' 14 }, 15 { 16 domain: 'megacorp.com', 17 organization_id: 'org_987654321', 18 external_organization_id: 'ext_megacorp_456' 19 } 20 ]; 21 22 const match = domainOrgMappings.find( 23 (entry) => entry.domain === emailDomain 24 ); 25 26 // Fallback to default signup behavior 27 if (!match) { 28 return res.json({ decision: 'ALLOW' }); 29 } 30 31 return res.json({ 32 decision: 'ALLOW', 33 response: { 34 create_organization_membership: { 35 // Either external_organization_id or organization_id is required 36 organization_id: match.organization_id, 37 external_organization_id: match.external_organization_id 38 } 39 } 40 }); 41 }); ``` * Python ```python 1 @app.post('/auth/interceptors/pre-signup') 2 def pre_signup(): 3 body = request.get_json() 4 5 interceptor_context = body.get('interceptor_context', {}) 6 7 # Email attempting to sign up 8 user_email = interceptor_context.get('user_email') 9 email_domain = user_email.split('@')[1] if user_email else None 10 11 # Map email domains to organizations 12 domain_org_mappings = [ 13 { 14 domain: 'acmecorp.com', 15 organization_id: 'org_123456789', 16 external_organization_id: 'ext_acmecorp_123' 17 }, 18 { 19 domain: 'megacorp.com', 20 organization_id: 'org_987654321', 21 external_organization_id: 'ext_megacorp_456' 22 } 23 ] 24 25 match = next( 26 (entry for entry in domain_org_mappings if entry['domain'] == email_domain), 27 None 28 ) 29 30 # Fallback to default signup behavior 31 if not match: 32 return {'decision': 'ALLOW'} 33 34 return { 35 'decision': 'ALLOW', 36 'response': { 37 'create_organization_membership': { 38 # Either external_organization_id or organization_id is required 39 'organization_id': match.get('organization_id'), 40 'external_organization_id': match.get('external_organization_id') 41 } 42 } 43 } ``` --- # DOCUMENT BOUNDARY --- # Add OAuth 2.0 to your APIs > Secure your APIs in minutes with OAuth 2.0 client credentials, scoped access, and JWT validation using Scalekit APIs let your customers, partners, and external systems interact with your application and its data. You need authentication to ensure only authorized clients can consume your APIs. Scalekit helps you add OAuth 2.0-based client-credentials authentication to your API endpoints. If you are new to JWT-based API authentication, read the cookbook **[M2M JWT verification with JWKS and OAuth scopes](/cookbooks/m2m-jwks-and-oauth-scopes/)** for foundational context before following the steps below. Here’s how it works: 1. ## Installation [Section titled “Installation”](#installation) Scalekit becomes the authorization server for your APIs. Using Scalekit provides necessary methods to register and authenticate API clients. ```sh pip install scalekit-sdk-python ``` Alternatively, you can use the [REST APIs directly](/apis/#tag/api-auth). Note Scalekit provides Node.js, Python, Go, and Java SDKs. [Contact us](/support/contact-us) if you need support for another language. 2. ## Enable API client registration for your customers [Section titled “Enable API client registration for your customers”](#enable-api-client-registration-for-your-customers) Allow your customers to register their applications as API clients. This process generates unique credentials that they can use to authenticate their application when interacting with your API. Scalekit will return a client ID and secret that you can show to your customers to integrate their application with your API. * An Organization ID identifies your customer, and multiple API clients can be registered for the same organization. * The `POST /organizations/{organization_id}/clients` endpoint creates a new API client for the organization. See [Scalekit API Authentication](/apis/#description/quickstart) to get the `` in case of HTTP requests. - cURL POST /organizations/{organization\_id}/clients ```bash # For authentication details, see: http://docs.scalekit.com/apis#description/authentication curl -L '/api/v1/organizations//clients' \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer ' \ -d '{ "name": "GitHub Actions Deployment Service", # A descriptive name for the API client "description": "Service account for GitHub Actions to deploy applications to production", # A detailed explanation of the clients purpose and usage "custom_claims": [ # Key-value pairs that provide additional context about the client. Each claim must have a `key` and `value` field { "key": "github_repository", "value": "acmecorp/inventory-service" }, { "key": "environment", "value": "production_us" } ], "scopes": [ # List of permissions the client needs (e.g., ["deploy:applications", "read:deployments"]) "deploy:applications", "read:deployments" ], "audience": [ # List of API endpoints this client will access (e.g., ["deployment-api.acmecorp.com"]) "deployment-api.acmecorp.com" ], "expiry": 3600 # Token expiration time in seconds. Defaults to 3600 (1 hour) }' ``` Sample response Sample response ```json { "client": { "client_id": "m2morg_68315758685323697", "secrets": [ { "id": "sks_68315758802764209", "create_time": "2025-04-16T06:56:05.360Z", "update_time": "2025-04-16T06:56:05.367190455Z", "secret_suffix": "UZ0X", "status": "ACTIVE", "last_used_time": "2025-04-16T06:56:05.360Z" } ], "name": "GitHub Actions Deployment Service", "description": "Service account for GitHub Actions to deploy applications to production", "organization_id": "org_59615193906282635", "create_time": "2025-04-16T06:56:05.290Z", "update_time": "2025-04-16T06:56:05.292145150Z", "scopes": [ "deploy:applications", "read:deployments" ], "audience": [ "deployment-api.acmecorp.com" ], "custom_claims": [ { "key": "github_repository", "value": "acmecorp/inventory-service" }, { "key": "environment", "value": "production_us" } ] }, "plain_secret": "test_ly8G57h0ErRJSObJI6dShkoa..." } ``` - Python ```python 1 from scalekit.v1.clients.clients_pb2 import OrganizationClient 2 3 org_id = "" 4 5 api_client = OrganizationClient( 6 name="GitHub Actions Deployment Service", # A descriptive name for the API client 7 description="Service account for GitHub Actions to deploy applications to production", # A detailed explanation of the client's purpose and usage 8 custom_claims=[ # Key-value pairs that provide additional context about the client. Each claim must have a `key` and `value` field 9 { 10 "key": "github_repository", 11 "value": "acmecorp/inventory-service" 12 }, 13 { 14 "key": "environment", 15 "value": "production_us" 16 } 17 ], 18 scopes=["deploy:applications", "read:deployments"], # List of permissions the client needs 19 audience=["deployment-api.acmecorp.com"], # List of API endpoints this client will access 20 expiry=3600 # Token expiration time in seconds. Defaults to 3600 (1 hour) 21 ) 22 23 response = scalekit_client.m2m_client.create_organization_client( 24 organization_id=org_id, 25 m2m_client=api_client 26 ) 27 28 # Persist the generated credentials securely in your application 29 client_id = response.client.client_id 30 plain_secret = response.plain_secret ``` Sample response Sample response ```json { "client": { "client_id": "m2morg_68315758685323697", "secrets": [ { "id": "sks_68315758802764209", "create_time": "2025-04-16T06:56:05.360Z", "update_time": "2025-04-16T06:56:05.367190455Z", "secret_suffix": "UZ0X", "status": "ACTIVE", "last_used_time": "2025-04-16T06:56:05.360Z" } ], "name": "GitHub Actions Deployment Service", "description": "Service account for GitHub Actions to deploy applications to production", "organization_id": "org_59615193906282635", "create_time": "2025-04-16T06:56:05.290Z", "update_time": "2025-04-16T06:56:05.292145150Z", "scopes": [ "deploy:applications", "read:deployments" ], "audience": [ "deployment-api.acmecorp.com" ], "custom_claims": [ { "key": "github_repository", "value": "acmecorp/inventory-service" }, { "key": "environment", "value": "production_us" } ] }, "plain_secret": "test_ly8G57h0ErRJSObJI6dShkoaq6bigo11Dxcf.." } ``` Tip Scalekit only returns the `plain_secret` once during client creation and does not store it. Instruct your API client developers to store the `plain_secret` securely. 3. ## API client requests Bearer access token for API authentication [Section titled “API client requests Bearer access token for API authentication”](#api-client-requests-bearer-access-token-for-api-authentication) API clients use the `client_id` and `client_secret` issued in the previous step to reach your Scalekit environment and get the access token. No action is needed by you in your API server. This section only demonstrates how API clients get the `access_token`. The client sends a POST request to the `/oauth/token` endpoint: * cURL POST /oauth/token ```sh 1 curl -X POST \ 2 "https:///oauth/token" \ 3 -H "Content-Type: application/x-www-form-urlencoded" \ 4 -d "grant_type=client_credentials" \ 5 -d "client_id=" \ 6 -d "client_secret=" \ ``` * Python ```python 1 client_id = "API_CLIENT_ID" 2 client_secret = "API_CLIENT_SECRET" 3 4 token_response = scalekit_client.generate_client_token( 5 client_id=client_id, 6 client_secret=client_secret 7 ) ``` Upon successful authentication, your Scalekit environment issues a JWT access token to the API client. Access token response ```json 1 { 2 "access_token":"", 3 "token_type":"Bearer", 4 "expires_in":86399, 5 // Same scopes that were granted during client registration 6 "scope":"deploy:applications read:deployments" 7 } ``` The client includes this access token in the `Authorization` header of subsequent requests to your API server. Your API server validates these tokens before granting access to resources. 4. ## Validate and authenticate API client’s access tokens [Section titled “Validate and authenticate API client’s access tokens”](#validate-and-authenticate-api-clients-access-tokens) Your API server must validate the incoming JWT access token to ensure the request originates from a trusted API client and that the token is legitimate. Validate the token in two steps: 1. **Retrieve the public key:** Fetch the appropriate public key from your Scalekit environment’s [JSON Web Key Set (JWKS)](/cookbooks/m2m-jwks-and-oauth-scopes/#jwks-and-scalekit-keys) at `https:///keys`. Use the `kid` (Key ID) from the JWT header to identify the correct key. Cache the key according to standard JWKS practices. * Node.js ```js import jwksClient from 'jwks-rsa'; const client = jwksClient({ jwksUri: `${process.env.SCALEKIT_ENVIRONMENT_URL}/keys`, cache: true }); async function getPublicKey(header: any): Promise { return new Promise((resolve, reject) => { client.getSigningKey(header.kid, (err, key) => { if (err) reject(err); else resolve(key.getPublicKey()); }); }); } ``` * Python ```py # This is automatically handled by Scalekit SDK ``` 2. **Verify the token signature:** Use the retrieved public key and a JWT library to verify the token’s signature and claims (like issuer, audience, and expiration). * Node.js ```js import jwt from 'jsonwebtoken'; async function verifyToken(token: string, publicKey: string) { try { const decoded = jwt.decode(token, { complete: true }); const verified = jwt.verify(token, publicKey, { algorithms: ['RS256'], complete: true }); return verified.payload; } catch (error) { throw new Error('Token verification failed'); } } ``` * Python ```py # Token from the incoming API request's authorization header token = token_response[""] claims = scalekit_client.validate_access_token_and_get_claims( token=token ) ``` Upon successful token verification, your API server gains confidence in the request’s legitimacy and can proceed to process the request, leveraging the authorization scopes embedded within the token. 5. ## Register API client’s scopes Optional [Section titled “Register API client’s scopes ”](#register-api-clients-scopes-) [OAuth scopes](/cookbooks/m2m-jwks-and-oauth-scopes/#oauth-scopes-for-machine-clients) are embedded in the access token and validated server-side using the Scalekit SDK. This ensures that API clients only access resources they’re authorized for, adding an extra layer of security. For example, you might create an API client for a customer’s deployment service with scopes like `deploy:applications` and `read:deployments`. * cURL Register an API client with specific scopes ```bash 1 curl -L 'https:///api/v1/organizations//clients' \ 2 -H 'Content-Type: application/json' \ 3 -H 'Authorization: Bearer ' \ 4 -d '{ 5 "name": "GitHub Actions Deployment Service", 6 "description": "Service account for GitHub Actions to deploy applications to production", 7 "scopes": [ 8 "deploy:applications", 9 "read:deployments" 10 ], 11 "expiry": 3600 12 }' ``` Sample response Sample response ```json { "client": { "client_id": "m2morg_68315758685323697", "secrets": [ { "id": "sks_68315758802764209", "create_time": "2025-04-16T06:56:05.360Z", "update_time": "2025-04-16T06:56:05.367190455Z", "secret_suffix": "UZ0X", "status": "ACTIVE", "last_used_time": "2025-04-16T06:56:05.360Z" } ], "name": "GitHub Actions Deployment Service", "description": "Service account for GitHub Actions to deploy applications to production", "organization_id": "org_59615193906282635", "create_time": "2025-04-16T06:56:05.290Z", "update_time": "2025-04-16T06:56:05.292145150Z", "scopes": [ "deploy:applications", "read:deployments" ] }, "plain_secret": "" } ``` * Node.js Register an API client with specific scopes ```javascript 1 // Use case: Your customer requests API access for their deployment automation. 2 // You register an API client app with the appropriate scopes. 3 import { ScalekitClient } from '@scalekit-sdk/node'; 4 5 // Initialize Scalekit client (see installation guide for setup) 6 const scalekit = new ScalekitClient( 7 process.env.SCALEKIT_ENVIRONMENT_URL, 8 process.env.SCALEKIT_CLIENT_ID, 9 process.env.SCALEKIT_CLIENT_SECRET 10 ); 11 12 async function createAPIClient() { 13 try { 14 // Define API client details with scopes your customer's app needs 15 const clientDetails = { 16 name: 'GitHub Actions Deployment Service', 17 description: 'Service account for GitHub Actions to deploy applications to production', 18 scopes: ['deploy:applications', 'read:deployments'], 19 expiry: 3600, // Token expiry in seconds 20 }; 21 22 // API call to register the client 23 const response = await scalekit.m2m.createClient({ 24 organizationId: process.env.SCALEKIT_ORGANIZATION_ID, 25 client: clientDetails, 26 }); 27 28 // Response contains client details and the plain_secret (only returned once) 29 const clientId = response.client.client_id; 30 const plainSecret = response.plain_secret; 31 32 // Provide these credentials to your customer securely 33 console.log('Created API client:', clientId); 34 } catch (error) { 35 console.error('Error creating API client:', error); 36 } 37 } 38 39 createAPIClient(); ``` * Python Register an API client with specific scopes ```python 1 # Use case: Your customer requests API access for their deployment automation. 2 # You register an API client app with the appropriate scopes. 3 import os 4 from scalekit import ScalekitClient 5 6 # Initialize Scalekit client (see installation guide for setup) 7 scalekit_client = ScalekitClient( 8 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 9 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 10 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 11 ) 12 13 try: 14 # Define API client details with scopes your customer's app needs 15 from scalekit.v1.clients.clients_pb2 import OrganizationClient 16 17 client_details = OrganizationClient( 18 name="GitHub Actions Deployment Service", 19 description="Service account for GitHub Actions to deploy applications to production", 20 scopes=["deploy:applications", "read:deployments"], 21 expiry=3600 # Token expiry in seconds 22 ) 23 24 # API call to register the client 25 response = scalekit_client.m2m_client.create_organization_client( 26 organization_id=os.getenv("SCALEKIT_ORGANIZATION_ID"), 27 m2m_client=client_details 28 ) 29 30 # Response contains client details and the plain_secret (only returned once) 31 client_id = response.client.client_id 32 plain_secret = response.plain_secret 33 34 # Provide these credentials to your customer securely 35 print("Created API client:", client_id) 36 37 except Exception as e: 38 print("Error creating API client:", e) ``` The API returns a JSON object with two key parts: * `client.client_id` - The client identifier * `plain_secret` - The client secret (only returned once, never stored by Scalekit) Provide both values to your customer securely. Your customer will use these credentials in their application to authenticate with your API. The `plain_secret` is never shown again after creation. Additional parameters You can also include `custom_claims` (key-value metadata) and `audience` (target API endpoints) when registering API clients. See the [API keys guide](/authenticate/m2m/api-keys) for examples. 6. ## Verify API client’s scopes [Section titled “Verify API client’s scopes”](#verify-api-clients-scopes) When your API server receives a request from an API client app, you must validate the scopes present in the access token provided in the `Authorization` header. The access token is a JSON Web Token (JWT). First, let’s look at the claims inside a decoded JWT payload. Scalekit encodes the granted scopes in the `scopes` field. Example decoded access token ```json { "client_id": "m2morg_69038819013296423", "exp": 1745305340, "iat": 1745218940, "iss": "", "jti": "tkn_69041163914445100", "nbf": 1745218940, "oid": "org_59615193906282635", "scopes": [ "deploy:applications", "read:deployments" ], "sub": "m2morg_69038819013296423" } ``` Scope Naming Conventions Structure your scopes using the `resource:action` pattern, for example `deployments:read` or `applications:create`. This makes permissions clear and manageable for your customers. Your API server should inspect the `scopes` array in the token payload to authorize the requested operation. Here’s how you validate the token and check for a specific scope in your API server. * Node.js Example Express.js middleware for scope validation ```javascript 27 collapsed lines 1 // Security: ALWAYS validate the access token on your server before trusting its claims. 2 // This prevents token forgery and ensures the token has not expired. 3 import { ScalekitClient } from '@scalekit-sdk/node'; 4 import jwt from 'jsonwebtoken'; 5 import jwksClient from 'jwks-rsa'; 6 7 const scalekit = new ScalekitClient( 8 process.env.SCALEKIT_ENVIRONMENT_URL, 9 process.env.SCALEKIT_CLIENT_ID, 10 process.env.SCALEKIT_CLIENT_SECRET 11 ); 12 13 // Setup JWKS client for token verification 14 const client = jwksClient({ 15 jwksUri: `${process.env.SCALEKIT_ENVIRONMENT_URL}/keys`, 16 cache: true 17 }); 18 19 async function getPublicKey(header) { 20 return new Promise((resolve, reject) => { 21 client.getSigningKey(header.kid, (err, key) => { 22 if (err) reject(err); 23 else resolve(key.getPublicKey()); 24 }); 25 }); 26 } 27 28 async function checkPermissions(req, res, next) { 29 const authHeader = req.headers.authorization; 30 if (!authHeader || !authHeader.startsWith('Bearer ')) { 31 return res.status(401).send('Unauthorized: Missing token'); 32 } 33 const token = authHeader.split(' ')[1]; 34 35 try { 36 // Decode to get the header with kid 37 const decoded = jwt.decode(token, { complete: true }); 38 const publicKey = await getPublicKey(decoded.header); 39 40 // Verify the token signature and claims 41 const verified = jwt.verify(token, publicKey, { 42 algorithms: ['RS256'], 43 complete: true 44 }); 45 46 const decodedToken = verified.payload; 47 48 // Check if the API client app has the required scope 49 const requiredScope = 'deploy:applications'; 50 if (decodedToken.scopes && decodedToken.scopes.includes(requiredScope)) { 51 // API client app has the required scope, proceed with the request 52 next(); 53 } else { 54 // API client app does not have the required scope 55 res.status(403).send('Forbidden: Insufficient permissions'); 56 } 57 } catch (error) { 58 // Token is invalid or expired 59 res.status(401).send('Unauthorized: Invalid token'); 60 } 61 } ``` * Python Example Flask decorator for scope validation ```python 14 collapsed lines 1 # Security: ALWAYS validate the access token on your server before trusting its claims. 2 # This prevents token forgery and ensures the token has not expired. 3 import os 4 import functools 5 from scalekit import ScalekitClient 6 from flask import request, jsonify 7 8 # Initialize Scalekit client 9 scalekit_client = ScalekitClient( 10 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 11 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 12 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 13 ) 14 15 def check_permissions(required_scope): 16 def decorator(f): 17 @functools.wraps(f) 18 def decorated_function(*args, **kwargs): 19 auth_header = request.headers.get('Authorization') 20 if not auth_header or not auth_header.startswith('Bearer '): 21 return jsonify({"error": "Unauthorized: Missing token"}), 401 22 23 token = auth_header.split(' ')[1] 24 25 try: 26 # Validate the token using the Scalekit SDK 27 claims = scalekit_client.validate_access_token_and_get_claims(token=token) 28 29 # Check if the API client app has the required scope 30 if required_scope in claims.get('scopes', []): 31 # API client app has the required scope 32 return f(*args, **kwargs) 33 else: 34 # API client app does not have the required scope 35 return jsonify({"error": "Forbidden: Insufficient permissions"}), 403 36 except Exception as e: 37 # Token is invalid or expired 38 return jsonify({"error": "Unauthorized: Invalid token"}), 401 39 return decorated_function 40 return decorator 41 42 # Example usage in a Flask route 43 # @app.route('/deploy', methods=['POST']) 44 # @check_permissions('deploy:applications') 45 # def deploy_application(): 46 # return jsonify({"message": "Deployment successful"}) ``` --- # DOCUMENT BOUNDARY --- # API keys > Issue long-lived, revocable API keys scoped to organizations and users for programmatic access to your APIs When your customers integrate with your APIs — whether for CI/CD pipelines, partner integrations, or internal tooling — they need a straightforward way to authenticate. Scalekit API keys give you long-lived, revocable bearer credentials for organization-level or user-level access to your APIs. In this guide, you’ll learn how to create, validate, list, and revoke API keys using the Scalekit. Tip The plain-text API key is returned **only at creation time**. Scalekit does not store the key and cannot retrieve it later. Instruct your users to copy and store the key securely before closing the creation dialog. **Organization vs user-scoped keys**: The `userId` parameter is optional. If omitted, the key is organization-scoped and grants access to all resources in that workspace. If included, the key is user-scoped and your API uses the returned user context to filter data to only that user’s resources. 1. ## Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` Initialize the Scalekit client with your environment credentials: * Node.js Express.js ```javascript 2 collapsed lines 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 3 const scalekit = new ScalekitClient( 4 process.env.SCALEKIT_ENVIRONMENT_URL, 5 process.env.SCALEKIT_CLIENT_ID, 6 process.env.SCALEKIT_CLIENT_SECRET 7 ); ``` * Python Flask ```python 2 collapsed lines 1 import os 2 from scalekit import ScalekitClient 3 4 scalekit_client = ScalekitClient( 5 env_url=os.environ["SCALEKIT_ENVIRONMENT_URL"], 6 client_id=os.environ["SCALEKIT_CLIENT_ID"], 7 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"], 8 ) ``` * Go Gin ```go 2 collapsed lines 1 import scalekit "github.com/scalekit-inc/scalekit-sdk-go/v2" 2 3 scalekitClient := scalekit.NewScalekitClient( 4 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 5 os.Getenv("SCALEKIT_CLIENT_ID"), 6 os.Getenv("SCALEKIT_CLIENT_SECRET"), 7 ) ``` * Java Spring Boot ```java 2 collapsed lines 1 import com.scalekit.ScalekitClient; 2 3 ScalekitClient scalekitClient = new ScalekitClient( 4 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 5 System.getenv("SCALEKIT_CLIENT_ID"), 6 System.getenv("SCALEKIT_CLIENT_SECRET") 7 ); ``` 2. ## Create a token [Section titled “Create a token”](#create-a-token) To get started, create an API key scoped to an organization. You can optionally scope it to a specific user and attach custom metadata. ### Organization-scoped API key [Section titled “Organization-scoped API key”](#organization-scoped-api-key) **When to use**: Organization-scoped keys are for customers who need full access to all resources within their workspace or account. When they authenticate with the key, Scalekit validates it and confirms the organization context — your API then exposes all resources they own. **Example scenario**: You’re building a CRM like HubSpot. Your customer integrates with your API using an organization-scoped key. When they request contacts, tasks, or deals, the key validates successfully for their organization, and your API returns all resources in that workspace. This is the most common pattern for service-to-service integrations where the API key represents access on behalf of an entire organization. * Node.js ```javascript 1 try { 2 const response = await scalekit.token.createToken(organizationId, { 3 description: 'CI/CD pipeline token', 4 }); 5 6 // Store securely — this value cannot be retrieved again after creation 7 const opaqueToken = response.token; 8 // Stable identifier for management operations (format: apit_xxxxx) 9 const tokenId = response.tokenId; 10 } catch (error) { 11 console.error('Failed to create token:', error.message); 12 } ``` * Python ```python 1 try: 2 response = scalekit_client.tokens.create_token( 3 organization_id=organization_id, 4 description="CI/CD pipeline token", 5 ) 6 7 opaque_token = response.token # store this securely 8 token_id = response.token_id # format: apit_xxxxx 9 except Exception as e: 10 print(f"Failed to create token: {e}") ``` * Go ```go 1 response, err := scalekitClient.Token().CreateToken( 2 ctx, organizationId, scalekit.CreateTokenOptions{ 3 Description: "CI/CD pipeline token", 4 }, 5 ) 6 if err != nil { 7 log.Printf("Failed to create token: %v", err) 8 return 9 } 10 11 // Store securely — this value cannot be retrieved again after creation 12 opaqueToken := response.Token 13 // Stable identifier for management operations (format: apit_xxxxx) 14 tokenId := response.TokenId ``` * Java ```java 1 import com.scalekit.grpc.scalekit.v1.tokens.CreateTokenResponse; 2 3 try { 4 CreateTokenResponse response = scalekitClient.tokens().create(organizationId); 5 6 // Store securely — this value cannot be retrieved again after creation 7 String opaqueToken = response.getToken(); 8 // Stable identifier for management operations (format: apit_xxxxx) 9 String tokenId = response.getTokenId(); 10 } catch (Exception e) { 11 System.err.println("Failed to create token: " + e.getMessage()); 12 } ``` ### User-scoped API key [Section titled “User-scoped API key”](#user-scoped-api-key) **When to use**: User-scoped keys enable fine-grained data filtering based on who owns the key. Your API validates the key, receives the user context, and then exposes only data relevant to that user — enabling role-based filtering without additional database lookups. **Example scenario**: Your CRM has a `/tasks` endpoint. One customer gives their team member a user-scoped API key. When that person calls `/tasks`, the key validates for their organization *and* user, and your API returns only tasks assigned to them — not all tasks in the workspace. Another team member with a different key sees only their own tasks. User-scoped keys enable personal access tokens, per-user audit trails, and user-level rate limiting. You can also attach custom claims as key-value metadata. * Node.js ```javascript 1 try { 2 const userToken = await scalekit.token.createToken(organizationId, { 3 userId: 'usr_12345', 4 customClaims: { 5 team: 'engineering', 6 environment: 'production', 7 }, 8 description: 'Deployment service token', 9 }); 10 11 const opaqueToken = userToken.token; 12 const tokenId = userToken.tokenId; 13 } catch (error) { 14 console.error('Failed to create token:', error.message); 15 } ``` * Python ```python 1 try: 2 user_token = scalekit_client.tokens.create_token( 3 organization_id=organization_id, 4 user_id="usr_12345", 5 custom_claims={ 6 "team": "engineering", 7 "environment": "production", 8 }, 9 description="Deployment service token", 10 ) 11 12 opaque_token = user_token.token 13 token_id = user_token.token_id 14 except Exception as e: 15 print(f"Failed to create token: {e}") ``` * Go ```go 1 userToken, err := scalekitClient.Token().CreateToken( 2 ctx, organizationId, scalekit.CreateTokenOptions{ 3 UserId: "usr_12345", 4 CustomClaims: map[string]string{ 5 "team": "engineering", 6 "environment": "production", 7 }, 8 Description: "Deployment service token", 9 }, 10 ) 11 if err != nil { 12 log.Printf("Failed to create user token: %v", err) 13 return 14 } 15 16 opaqueToken := userToken.Token 17 tokenId := userToken.TokenId ``` * Java ```java 1 import java.util.Map; 2 import com.scalekit.grpc.scalekit.v1.tokens.CreateTokenResponse; 3 4 try { 5 Map customClaims = Map.of( 6 "team", "engineering", 7 "environment", "production" 8 ); 9 10 CreateTokenResponse userToken = scalekitClient.tokens().create( 11 organizationId, "usr_12345", customClaims, null, "Deployment service token" 12 ); 13 14 String opaqueToken = userToken.getToken(); 15 String tokenId = userToken.getTokenId(); 16 } catch (Exception e) { 17 System.err.println("Failed to create token: " + e.getMessage()); 18 } ``` The response contains three fields: | Field | Description | | ------------ | ---------------------------------------------------------------------------------------- | | `token` | The API key string. **Returned only at creation.** | | `token_id` | An identifier (format: `apit_xxxxx`) for referencing the token in management operations. | | `token_info` | Metadata including organization, user, custom claims, and timestamps. | 3. ## Validate a token [Section titled “Validate a token”](#validate-a-token) When your API server receives a request with an API key, you’ll want to verify it’s legitimate before processing the request. Pass the key to Scalekit — it validates the key server-side and returns the associated organization, user, and metadata context. * Node.js ```javascript 1 import { ScalekitValidateTokenFailureException } from '@scalekit-sdk/node'; 2 3 try { 4 const result = await scalekit.token.validateToken(opaqueToken); 5 6 const orgId = result.tokenInfo?.organizationId; 7 const userId = result.tokenInfo?.userId; 8 const claims = result.tokenInfo?.customClaims; 9 } catch (error) { 10 if (error instanceof ScalekitValidateTokenFailureException) { 11 // Token is invalid, expired, or revoked 12 console.error('Token validation failed:', error.message); 13 } 14 } ``` * Python ```python 1 from scalekit import ScalekitValidateTokenFailureException 2 3 try: 4 result = scalekit_client.tokens.validate_token(token=opaque_token) 5 6 org_id = result.token_info.organization_id 7 user_id = result.token_info.user_id 8 claims = result.token_info.custom_claims 9 except ScalekitValidateTokenFailureException: 10 # Token is invalid, expired, or revoked 11 print("Token validation failed") ``` * Go ```go 1 result, err := scalekitClient.Token().ValidateToken(ctx, opaqueToken) 2 if errors.Is(err, scalekit.ErrTokenValidationFailed) { 3 // Token is invalid, expired, or revoked 4 log.Printf("Token validation failed: %v", err) 5 return 6 } 7 8 orgId := result.TokenInfo.OrganizationId 9 userId := result.TokenInfo.GetUserId() // *string — nil for org-scoped tokens 10 claims := result.TokenInfo.CustomClaims ``` * Java ```java 1 import java.util.Map; 2 import com.scalekit.exceptions.TokenInvalidException; 3 import com.scalekit.grpc.scalekit.v1.tokens.ValidateTokenResponse; 4 5 try { 6 ValidateTokenResponse result = scalekitClient.tokens().validate(opaqueToken); 7 8 String orgId = result.getTokenInfo().getOrganizationId(); 9 String userId = result.getTokenInfo().getUserId(); 10 Map claims = result.getTokenInfo().getCustomClaimsMap(); 11 } catch (TokenInvalidException e) { 12 // Token is invalid, expired, or revoked 13 System.err.println("Token validation failed: " + e.getMessage()); 14 } ``` If the API key is invalid, expired, or has been revoked, validation fails with a specific error that you can catch and handle in your code. This makes it easy to reject unauthorized requests in your API middleware. ### Access roles and organization details [Section titled “Access roles and organization details”](#access-roles-and-organization-details) Beyond the basic organization and user information, the validation response also includes any roles assigned to the user and external identifiers you’ve configured for the organization. These are useful for making authorization decisions without additional database lookups. * Node.js ```javascript 1 try { 2 const result = await scalekit.token.validateToken(opaqueToken); 3 4 // Roles assigned to the user 5 const roles = result.tokenInfo?.roles; 6 7 // External identifiers for mapping to your system 8 const externalOrgId = result.tokenInfo?.organizationExternalId; 9 const externalUserId = result.tokenInfo?.userExternalId; 10 } catch (error) { 11 if (error instanceof ScalekitValidateTokenFailureException) { 12 console.error('Token validation failed:', error.message); 13 } 14 } ``` * Python ```python 1 try: 2 result = scalekit_client.tokens.validate_token(token=opaque_token) 3 4 # Roles assigned to the user 5 roles = result.token_info.roles 6 7 # External identifiers for mapping to your system 8 external_org_id = result.token_info.organization_external_id 9 external_user_id = result.token_info.user_external_id 10 except ScalekitValidateTokenFailureException: 11 print("Token validation failed") ``` * Go ```go 1 result, err := scalekitClient.Token().ValidateToken(ctx, opaqueToken) 2 if errors.Is(err, scalekit.ErrTokenValidationFailed) { 3 log.Printf("Token validation failed: %v", err) 4 return 5 } 6 7 // Roles assigned to the user 8 roles := result.TokenInfo.Roles 9 10 // External identifiers for mapping to your system 11 externalOrgId := result.TokenInfo.OrganizationExternalId 12 externalUserId := result.TokenInfo.GetUserExternalId() // *string — nil if no external ID ``` * Java ```java 1 import java.util.List; 2 import com.scalekit.exceptions.TokenInvalidException; 3 import com.scalekit.grpc.scalekit.v1.tokens.ValidateTokenResponse; 4 5 try { 6 ValidateTokenResponse result = scalekitClient.tokens().validate(opaqueToken); 7 8 // Roles assigned to the user 9 List roles = result.getTokenInfo().getRolesList(); 10 11 // External identifiers for mapping to your system 12 String externalOrgId = result.getTokenInfo().getOrganizationExternalId(); 13 String externalUserId = result.getTokenInfo().getUserExternalId(); 14 } catch (TokenInvalidException e) { 15 System.err.println("Token validation failed: " + e.getMessage()); 16 } ``` Note Roles are available when you use [Full Stack Authentication](/authenticate/fsa/quickstart/) with [role-based access control](/authenticate/authz/overview/). Assign roles to users through the Scalekit dashboard or API. ### Access custom metadata [Section titled “Access custom metadata”](#access-custom-metadata) If you attached custom claims when creating the API key, they come back in every validation response. This is a convenient way to make fine-grained authorization decisions — like restricting access by team or environment — without hitting your database. * Node.js ```javascript 1 try { 2 const result = await scalekit.token.validateToken(opaqueToken); 3 4 const team = result.tokenInfo?.customClaims?.team; 5 const environment = result.tokenInfo?.customClaims?.environment; 6 7 // Use metadata for authorization 8 if (environment !== 'production') { 9 return res.status(403).json({ error: 'Production access required' }); 10 } 11 } catch (error) { 12 if (error instanceof ScalekitValidateTokenFailureException) { 13 console.error('Token validation failed:', error.message); 14 } 15 } ``` * Python ```python 1 try: 2 result = scalekit_client.tokens.validate_token(token=opaque_token) 3 4 team = result.token_info.custom_claims.get("team") 5 environment = result.token_info.custom_claims.get("environment") 6 7 # Use metadata for authorization 8 if environment != "production": 9 return jsonify({"error": "Production access required"}), 403 10 except ScalekitValidateTokenFailureException: 11 print("Token validation failed") ``` * Go ```go 1 result, err := scalekitClient.Token().ValidateToken(ctx, opaqueToken) 2 if errors.Is(err, scalekit.ErrTokenValidationFailed) { 3 log.Printf("Token validation failed: %v", err) 4 return 5 } 6 7 team := result.TokenInfo.CustomClaims["team"] 8 environment := result.TokenInfo.CustomClaims["environment"] 9 10 // Use metadata for authorization 11 if environment != "production" { 12 c.JSON(403, gin.H{"error": "Production access required"}) 13 return 14 } ``` * Java ```java 1 import java.util.Map; 2 import com.scalekit.exceptions.TokenInvalidException; 3 import com.scalekit.grpc.scalekit.v1.tokens.ValidateTokenResponse; 4 5 try { 6 ValidateTokenResponse result = scalekitClient.tokens().validate(opaqueToken); 7 8 String team = result.getTokenInfo().getCustomClaimsMap().get("team"); 9 String environment = result.getTokenInfo().getCustomClaimsMap().get("environment"); 10 11 // Use metadata for authorization 12 if (!"production".equals(environment)) { 13 return ResponseEntity.status(403).body(Map.of("error", "Production access required")); 14 } 15 } catch (TokenInvalidException e) { 16 System.err.println("Token validation failed: " + e.getMessage()); 17 } ``` 4. ## List tokens [Section titled “List tokens”](#list-tokens) You can retrieve all active API keys for an organization at any time. The response supports pagination for large result sets, and you can filter by user to find keys scoped to a specific person. * Node.js ```javascript 1 try { 2 // List tokens for an organization 3 const response = await scalekit.token.listTokens(organizationId, { 4 pageSize: 10, 5 }); 6 7 for (const token of response.tokens) { 8 console.log(token.tokenId, token.description); 9 } 10 11 // Paginate through results 12 if (response.nextPageToken) { 13 const nextPage = await scalekit.token.listTokens(organizationId, { 14 pageSize: 10, 15 pageToken: response.nextPageToken, 16 }); 17 } 18 19 // Filter tokens by user 20 const userTokens = await scalekit.token.listTokens(organizationId, { 21 userId: 'usr_12345', 22 }); 23 } catch (error) { 24 console.error('Failed to list tokens:', error.message); 25 } ``` * Python ```python 1 try: 2 # List tokens for an organization 3 response = scalekit_client.tokens.list_tokens( 4 organization_id=organization_id, 5 page_size=10, 6 ) 7 8 for token in response.tokens: 9 print(token.token_id, token.description) 10 11 # Paginate through results 12 if response.next_page_token: 13 next_page = scalekit_client.tokens.list_tokens( 14 organization_id=organization_id, 15 page_size=10, 16 page_token=response.next_page_token, 17 ) 18 19 # Filter tokens by user 20 user_tokens = scalekit_client.tokens.list_tokens( 21 organization_id=organization_id, 22 user_id="usr_12345", 23 ) 24 except Exception as e: 25 print(f"Failed to list tokens: {e}") ``` * Go ```go 1 // List tokens for an organization 2 response, err := scalekitClient.Token().ListTokens( 3 ctx, organizationId, scalekit.ListTokensOptions{ 4 PageSize: 10, 5 }, 6 ) 7 if err != nil { 8 log.Printf("Failed to list tokens: %v", err) 9 return 10 } 11 12 for _, token := range response.Tokens { 13 fmt.Println(token.TokenId, token.GetDescription()) 14 } 15 16 // Paginate through results 17 if response.NextPageToken != "" { 18 nextPage, err := scalekitClient.Token().ListTokens( 19 ctx, organizationId, scalekit.ListTokensOptions{ 20 PageSize: 10, 21 PageToken: response.NextPageToken, 22 }, 23 ) 24 if err != nil { 25 log.Printf("Failed to fetch next page: %v", err) 26 return 27 } 28 _ = nextPage // process nextPage.Tokens 29 } 30 31 // Filter tokens by user 32 userTokens, err := scalekitClient.Token().ListTokens( 33 ctx, organizationId, scalekit.ListTokensOptions{ 34 UserId: "usr_12345", 35 }, 36 ) 37 if err != nil { 38 log.Printf("Failed to list user tokens: %v", err) 39 return 40 } 41 _ = userTokens // process userTokens.Tokens ``` * Java ```java 1 import com.scalekit.grpc.scalekit.v1.tokens.ListTokensResponse; 2 import com.scalekit.grpc.scalekit.v1.tokens.Token; 3 4 try { 5 ListTokensResponse response = scalekitClient.tokens().list(organizationId, 10, null); 6 for (Token token : response.getTokensList()) { 7 System.out.println(token.getTokenId() + " " + token.getDescription()); 8 } 9 } catch (Exception e) { 10 System.err.println("Failed to list tokens: " + e.getMessage()); 11 } 12 13 try { 14 ListTokensResponse response = scalekitClient.tokens().list(organizationId, 10, null); 15 if (!response.getNextPageToken().isEmpty()) { 16 ListTokensResponse nextPage = scalekitClient.tokens().list( 17 organizationId, 10, response.getNextPageToken() 18 ); 19 } 20 } catch (Exception e) { 21 System.err.println("Failed to paginate tokens: " + e.getMessage()); 22 } 23 24 try { 25 ListTokensResponse userTokens = scalekitClient.tokens().list( 26 organizationId, "usr_12345", 10, null 27 ); 28 } catch (Exception e) { 29 System.err.println("Failed to list user tokens: " + e.getMessage()); 30 } ``` The response includes `totalCount` for the total number of matching tokens and `nextPageToken` / `prevPageToken` cursors for navigating pages. 5. ## Invalidate a token [Section titled “Invalidate a token”](#invalidate-a-token) When you need to revoke an API key — for example, when an employee leaves or you suspect credentials have been compromised — you can invalidate it through Scalekit. Revocation takes effect instantly: the very next validation request for that key will fail. This operation is **idempotent**, so calling invalidate on an already-revoked key succeeds without error. * Node.js ```javascript 1 try { 2 // Invalidate by API key string 3 await scalekit.token.invalidateToken(opaqueToken); 4 5 // Or invalidate by token_id (useful when you store tokenId for lifecycle management) 6 await scalekit.token.invalidateToken(tokenId); 7 } catch (error) { 8 console.error('Failed to invalidate token:', error.message); 9 } ``` * Python ```python 1 try: 2 # Invalidate by API key string 3 scalekit_client.tokens.invalidate_token(token=opaque_token) 4 5 # Or invalidate by token_id (useful when you store token_id for lifecycle management) 6 scalekit_client.tokens.invalidate_token(token=token_id) 7 except Exception as e: 8 print(f"Failed to invalidate token: {e}") ``` * Go ```go 1 // Invalidate by API key string 2 if err := scalekitClient.Token().InvalidateToken(ctx, opaqueToken); err != nil { 3 log.Printf("Failed to invalidate token: %v", err) 4 } 5 6 // Or invalidate by token_id (useful when you store tokenId for lifecycle management) 7 if err := scalekitClient.Token().InvalidateToken(ctx, tokenId); err != nil { 8 log.Printf("Failed to invalidate token: %v", err) 9 } ``` * Java ```java 1 try { 2 // Invalidate by API key string 3 scalekitClient.tokens().invalidate(opaqueToken); 4 5 // Or invalidate by token_id (useful when you store tokenId for lifecycle management) 6 scalekitClient.tokens().invalidate(tokenId); 7 } catch (Exception e) { 8 System.err.println("Failed to invalidate token: " + e.getMessage()); 9 } ``` 6. ## Protect your API endpoints [Section titled “Protect your API endpoints”](#protect-your-api-endpoints) Now let’s put it all together. The most common pattern is to add API key validation as middleware in your API server. Extract the Bearer token from the `Authorization` header, validate it through Scalekit, and use the returned context for authorization decisions. * Node.js Express.js ```javascript 1 import { ScalekitValidateTokenFailureException } from '@scalekit-sdk/node'; 2 3 async function authenticateToken(req, res, next) { 4 const authHeader = req.headers['authorization']; 5 const token = authHeader && authHeader.split(' ')[1]; 6 7 if (!token) { 8 // Reject requests without credentials to prevent unauthorized access 9 return res.status(401).json({ error: 'Missing authorization token' }); 10 } 11 12 try { 13 // Server-side validation — Scalekit checks token status in real time 14 const result = await scalekit.token.validateToken(token); 15 // Attach token context to the request for downstream handlers 16 req.tokenInfo = result.tokenInfo; 17 next(); 18 } catch (error) { 19 if (error instanceof ScalekitValidateTokenFailureException) { 20 // Revoked, expired, or malformed tokens are rejected immediately 21 return res.status(401).json({ error: 'Invalid or expired token' }); 22 } 23 throw error; 24 } 25 } 26 27 // Apply to protected routes 28 app.get('/api/resources', authenticateToken, (req, res) => { 29 const orgId = req.tokenInfo.organizationId; 30 // Serve resources scoped to this organization 31 }); ``` * Python Flask ```python 1 from functools import wraps 2 from flask import request, jsonify, g 3 from scalekit import ScalekitValidateTokenFailureException 4 5 def authenticate_token(f): 6 @wraps(f) 7 def decorated(*args, **kwargs): 8 auth_header = request.headers.get("Authorization", "") 9 if not auth_header.startswith("Bearer "): 10 # Reject requests without credentials to prevent unauthorized access 11 return jsonify({"error": "Missing authorization token"}), 401 12 13 token = auth_header.split(" ")[1] 14 15 try: 16 # Server-side validation — Scalekit checks token status in real time 17 result = scalekit_client.tokens.validate_token(token=token) 18 # Attach token context for downstream handlers 19 g.token_info = result.token_info 20 except ScalekitValidateTokenFailureException: 21 # Revoked, expired, or malformed tokens are rejected immediately 22 return jsonify({"error": "Invalid or expired token"}), 401 23 24 return f(*args, **kwargs) 25 return decorated 26 27 # Apply to protected routes 28 @app.route("/api/resources") 29 @authenticate_token 30 def get_resources(): 31 org_id = g.token_info.organization_id 32 # Serve resources scoped to this organization ``` * Go Gin ```go 1 func AuthenticateToken(scalekitClient scalekit.Scalekit) gin.HandlerFunc { 2 return func(c *gin.Context) { 3 authHeader := c.GetHeader("Authorization") 4 if !strings.HasPrefix(authHeader, "Bearer ") { 5 // Reject requests without credentials to prevent unauthorized access 6 c.JSON(401, gin.H{"error": "Missing authorization token"}) 7 c.Abort() 8 return 9 } 10 11 token := strings.TrimPrefix(authHeader, "Bearer ") 12 13 // Server-side validation — Scalekit checks token status in real time 14 result, err := scalekitClient.Token().ValidateToken(c.Request.Context(), token) 15 if err != nil { 16 if errors.Is(err, scalekit.ErrTokenValidationFailed) { 17 // Revoked, expired, or malformed tokens are rejected immediately 18 c.JSON(401, gin.H{"error": "Invalid or expired token"}) 19 } else { 20 // Surface transport or unexpected errors as 500 21 c.JSON(500, gin.H{"error": "Internal server error"}) 22 } 23 c.Abort() 24 return 25 } 26 27 // Attach token context for downstream handlers 28 c.Set("tokenInfo", result.TokenInfo) 29 c.Next() 30 } 31 } 32 33 // Apply to protected routes 34 r.GET("/api/resources", AuthenticateToken(scalekitClient), func(c *gin.Context) { 35 tokenInfo := c.MustGet("tokenInfo").(*scalekit.TokenInfo) 36 orgId := tokenInfo.OrganizationId 37 // Serve resources scoped to this organization 38 }) ``` * Java Spring Boot ```java 1 import com.scalekit.exceptions.TokenInvalidException; 2 import com.scalekit.grpc.scalekit.v1.tokens.Token; 3 import com.scalekit.grpc.scalekit.v1.tokens.ValidateTokenResponse; 4 5 @Component 6 public class TokenAuthFilter extends OncePerRequestFilter { 7 private final ScalekitClient scalekitClient; 8 9 public TokenAuthFilter(ScalekitClient scalekitClient) { 10 this.scalekitClient = scalekitClient; 11 } 12 13 @Override 14 protected void doFilterInternal( 15 HttpServletRequest request, 16 HttpServletResponse response, 17 FilterChain filterChain 18 ) throws ServletException, IOException { 19 String authHeader = request.getHeader("Authorization"); 20 if (authHeader == null || !authHeader.startsWith("Bearer ")) { 21 // Reject requests without credentials to prevent unauthorized access 22 response.sendError(401, "Missing authorization token"); 23 return; 24 } 25 26 String token = authHeader.substring(7); 27 28 try { 29 // Server-side validation — Scalekit checks token status in real time 30 ValidateTokenResponse result = scalekitClient.tokens().validate(token); 31 // Attach token context for downstream handlers 32 request.setAttribute("tokenInfo", result.getTokenInfo()); 33 filterChain.doFilter(request, response); 34 } catch (TokenInvalidException e) { 35 // Revoked, expired, or malformed tokens are rejected immediately 36 response.sendError(401, "Invalid or expired token"); 37 } 38 } 39 } 40 41 // Access in your controller 42 @GetMapping("/api/resources") 43 public ResponseEntity getResources(HttpServletRequest request) { 44 Token tokenInfo = (Token) request.getAttribute("tokenInfo"); 45 String orgId = tokenInfo.getOrganizationId(); 46 // Serve resources scoped to this organization 47 } ``` ### Using validation context for data filtering [Section titled “Using validation context for data filtering”](#using-validation-context-for-data-filtering) After validation succeeds, your middleware has access to the organization and (optionally) user context. Use this context to filter the data your endpoint returns — no additional database queries needed. **For organization-scoped keys**: Extract the organization ID from the validation response. Your endpoint then returns resources belonging to that organization. If a customer authenticates with an organization-scoped key, they get access to all their workspace data. **For user-scoped keys**: Extract both organization ID and user ID. Filter your query to return only resources belonging to that user within the organization. If a team member authenticates with a user-scoped key, they see only their assigned tasks, their owned projects, or their allocated resources — depending on your application logic. The validation response is your source of truth. Trust the organization and user context it provides, and use it to build your authorization queries without additional lookups. Here are a few tips to help you get the most out of API keys in production: * **Store API keys securely**: Treat API keys like passwords. Store them in encrypted secrets managers or environment variables. Never log keys, commit them to version control, or expose them in client-side code. * **Set expiry for time-limited access**: Use the `expiry` parameter for keys that should automatically become invalid after a set period. This limits the blast radius if a key is compromised. * **Use custom claims for context**: Attach metadata like `team`, `environment`, or `service` as custom claims. Your API middleware can use these claims for fine-grained authorization without additional database lookups. * **Rotate keys safely**: To rotate an API key, create a new key, update the consuming service to use the new key, verify the new key works, then invalidate the old key. This avoids downtime during rotation. You now have everything you need to issue, validate, and manage API keys in your application. --- # DOCUMENT BOUNDARY --- # Add users to organizations > Ways in which users join or get added to organizations The journey of a user into your application begins with how they join an organization. A smooth onboarding experience sets the tone for their entire interaction with your product, while administrators need flexible options to manage their organization members. Scalekit supports a variety of ways for users to join organizations. This guide covers methods ranging from manual additions in the dashboard to fully automated provisioning. ## Enable user invitations through your app [Section titled “Enable user invitations through your app”](#enable-user-invitations-through-your-app) Scalekit lets you add user invitation features to your app, allowing users to invite others to join their organization. 1. #### Begin the invite flow [Section titled “Begin the invite flow”](#begin-the-invite-flow) When a user clicks the invite button in your application, retrieve the `organization_id` from their ID token or the application’s context. Then, call the Scalekit SDK with the invitee’s email address to send the invitation. * Node.js Express.js invitation API ```javascript 1 // POST /api/organizations/:orgId/invite 2 app.post('/api/organizations/:orgId/invite', async (req, res) => { 3 const { orgId } = req.params 4 const { email } = req.body 5 6 try { 7 // Create user and add to organization with invitation 8 const { user } = await scalekit.user.createUserAndMembership(orgId, { 9 email, 10 sendInvitationEmail: true, // Scalekit sends the invitation email 11 }) 12 13 res.json({ 14 message: 'Invitation sent successfully', 15 userId: user.id, 16 email: user.email 17 }) 18 } catch (error) { 19 res.status(400).json({ error: error.message }) 20 } 21 }) ``` * Python Django invitation API ```python 1 # Python - Django invitation API 2 @api_view(['POST']) 3 def invite_user_to_organization(request, org_id): 4 email = request.data.get('email') 5 6 try: 7 # Create user and add to organization with invitation 8 user_response = scalekit_client.user.create_user_and_membership(org_id, { 9 'email': email, 10 'send_invitation_email': True, # Scalekit sends the invitation email 11 }) 12 13 return JsonResponse({ 14 'message': 'Invitation sent successfully', 15 'user_id': user_response['user']['id'], 16 'email': user_response['user']['email'] 17 }) 18 except Exception as error: 19 return JsonResponse({'error': str(error)}, status=400) ``` * Go Gin invitation API ```go 1 // Go - Gin invitation API 2 func inviteUserToOrganization(c *gin.Context) { 3 orgID := c.Param("orgId") 4 5 var req struct { 6 Email string `json:"email"` 7 } 8 9 if err := c.ShouldBindJSON(&req); err != nil { 10 c.JSON(400, gin.H{"error": err.Error()}) 11 return 12 } 13 14 // Create user and add to organization with invitation 15 userResp, err := scalekitClient.User.CreateUserAndMembership(ctx, orgID, scalekit.CreateUserAndMembershipRequest{ 16 Email: req.Email, 17 SendInvitationEmail: scalekit.Bool(true), // Scalekit sends the invitation email 18 }) 19 20 if err != nil { 21 c.JSON(400, gin.H{"error": err.Error()}) 22 return 23 } 24 25 c.JSON(200, gin.H{ 26 "message": "Invitation sent successfully", 27 "user_id": userResp.User.Id, 28 "email": userResp.User.Email, 29 }) 30 } ``` * Java Spring Boot invitation API ```java 1 // Java - Spring Boot invitation API 2 @PostMapping("/api/organizations/{orgId}/invite") 3 public ResponseEntity> inviteUserToOrganization( 4 @PathVariable String orgId, 5 @RequestBody InviteRequest request, 6 HttpSession session 7 ) { 8 try { 9 // Create user and add to organization with invitation 10 CreateUser createUser = CreateUser.newBuilder() 11 .setEmail(request.email()) 12 .setSendInvitationEmail(true) // Scalekit sends the invitation email 13 .build(); 14 15 CreateUserAndMembershipResponse response = scalekitClient.users() 16 .createUserAndMembership(orgId, createUser); 17 18 return ResponseEntity.ok(Map.of( 19 "message", "Invitation sent successfully", 20 "user_id", response.getUser().getId(), 21 "email", response.getUser().getEmail() 22 )); 23 } catch (Exception error) { 24 return ResponseEntity.badRequest().body( 25 Map.of("error", error.getMessage()) 26 ); 27 } 28 } ``` This sends a email invitation to invitee to join the organization. 2. #### Set up initiate login endpoint [Section titled “Set up initiate login endpoint”](#set-up-initiate-login-endpoint) After the invitee clicks the invitation link they receive via email, Scalekit will handle verifying their identity in the background through the unique link embedded. Once verified, Scalekit automatically tries to log the invitee into your application by redirecting them to your app’s [configured initiate login endpoint](/guides/dashboard/intitate-login-endpoint/). Let’s go ahead and implement this endpoint. * Node.js routes/auth.js ```javascript 1 // Handle indirect auth entry points 2 app.get('/login', (req, res) => { 3 const redirectUri = 'http://localhost:3000/auth/callback'; 4 const options = { 5 scopes: ['openid', 'profile', 'email', 'offline_access'] 6 }; 7 8 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options); 9 res.redirect(authorizationUrl); 10 }); ``` * Python routes/auth.py ```python 1 from flask import redirect 2 from scalekit import AuthorizationUrlOptions 3 4 # Handle indirect auth entry points 5 @app.route('/login') 6 def login(): 7 redirect_uri = 'http://localhost:3000/auth/callback' 8 options = AuthorizationUrlOptions() 9 options.scopes = ['openid', 'profile', 'email', 'offline_access'] 10 options.state = session['oauth_state'] 11 12 authorization_url = scalekit_client.get_authorization_url(redirect_uri, options) 13 return redirect(authorization_url) ``` * Go routes/auth.go ```go 1 // Handle indirect auth entry points 2 r.GET("/login", func(c *gin.Context) { 3 redirectUri := "http://localhost:3000/auth/callback" 4 options := scalekitClient.AuthorizationUrlOptions{ 5 Scopes: []string{"openid", "profile", "email", "offline_access"} 6 } 7 8 authorizationUrl, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options) 9 c.Redirect(http.StatusFound, authorizationUrl.String()) 10 }) ``` * Java AuthController.java ```java 1 import org.springframework.web.bind.annotation.GetMapping; 2 import org.springframework.web.bind.annotation.RestController; 3 import java.net.URL; 4 5 // Handle indirect auth entry points 6 @GetMapping("/login") 7 public String login() { 8 String redirectUri = "http://localhost:3000/auth/callback"; 9 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 10 options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access")); 11 12 URL authorizationUrl = scalekitClient.authentication().getAuthorizationUrl(redirectUri, options); 13 return "redirect:" + authorizationUrl.toString(); 14 } ``` This redirection ensures that the invitee is logged into your application after they accept the invitation. User won’t see a login page along the way since the identity is already verified through the unique link embedded in the invitation email. The user will get an invitation email from Scalekit to accept the invitation. ## Enable Just-In-Time (JIT) provisioning [Section titled “Enable Just-In-Time (JIT) provisioning”](#enable-just-in-time-jit-provisioning) Organization administrators, especially at enterprises, prefer to have users verify their identity through their preferred identity provider (such as Okta, Microsoft Entra ID, etc.). This is particularly useful for enterprises with many users who need to ensure that only organization members can access the application. Scalekit will provision the user accounts in your app automatically when they sign in through SSO for the first time and map the user to the same organization. [Learn more](/authenticate/manage-users-orgs/jit-provisioning/) ## Enable SCIM provisioning [Section titled “Enable SCIM provisioning”](#enable-scim-provisioning) Enterprises often rely on user directory providers (such as Okta, Microsoft Entra ID, etc.) to handle user management. This enables their organization administrators to control and manage access for organization members efficiently. Scalekit supports SCIM provisioning, allowing your app to connect with these user directory providers so that user accounts are automatically created or removed in your app when users join or leave the organization. This automation is especially valuable for enterprise customers who want to ensure their licenses or seats are allocated efficiently, with organization admins managing access based on user groups. [Learn more](/authenticate/manage-users-orgs/scim-provisioning/) ## Add users through dashboard [Section titled “Add users through dashboard”](#add-users-through-dashboard) For administrative or support purposes, the Scalekit dashboard allows you to add new members directly to a customer’s organization 1. In the Scalekit dashboard, navigate to **Dashboard > Organizations**. 2. Select the organization you want to add a user to. 3. Go to the **Users** tab and click Invite User. 4. Fill out the invitation form: * Email Address: The user’s email * Role: Assign a role from the dropdown (e.g., Admin, Member, or a custom organization role) * Personal Information (Optional): Add the user’s first name, last name, and display name 5. Click **Send Invitation** The user will receive an email with a link to accept the invitation and join your organization. Once they accept, their status will update in the Users tab. Users in multiple organizations Users belonging to multiple organizations will see an organization selection interface in subsequent login flows, allowing them to choose their desired organization. ## Common questions [Section titled “Common questions”](#common-questions) Does PRE\_SESSION\_CREATION fire on an invitee’s first login? Yes. When an invitee clicks their magic link and completes signup, `PRE_SESSION_CREATION` fires the same as any other login path. Custom claims your interceptor returns are embedded in the issued JWT. No additional configuration is required. See [Intercept auth flows](/authenticate/interceptors/auth-flow-interceptors/#modify-claims-in-session-tokens). --- # DOCUMENT BOUNDARY --- # Organization session policy > Override application-level session timeouts for specific organizations with custom absolute and idle session policies By default, all organizations inherit the session policy configured at the application level — covering absolute session duration and idle timeout. When an enterprise customer requires stricter or different session controls than your application defaults, you can set a custom session policy on a per-organization basis. Scalekit always enforces the **stricter of the two** (application vs. organization) at session creation time, so organization policies can only tighten — not relax — your application-level defaults. ## How it works [Section titled “How it works”](#how-it-works) Each organization can either inherit the application session policy or define its own. The two settings you can customize per organization are: | Setting | Behavior | | ---------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- | | **Absolute session timeout** | Maximum session lifetime regardless of activity. Scalekit applies `min(app value, org value)`. | | **Idle session timeout** | Inactivity period after which the session expires. Enabled if either the app or org has it on; duration is `min(app value, org value)`. | **Access token lifetime** is not configurable at the org level. It remains an application-level setting only. Validation rules Custom policy values must satisfy this chain: ```plaintext 1 org absolute session timeout > org idle session timeout > app access token expiry ``` ## Set up custom session policy for an organization [Section titled “Set up custom session policy for an organization”](#set-up-custom-session-policy-for-an-organization) ### Prerequisites [Section titled “Prerequisites”](#prerequisites) Enable the **Session Policy** feature for an organization before configuring a custom policy. Navigate to **Dashboard > Organizations > \[Organization] > Overview > Edit** and turn on **Session Policy** feature. You can also use the [organization settings API](/apis/#tag/organizations/PATCH/api/v1/organizations/%7Bid%7D/settings). ![Enable session policy feature for organization.](/.netlify/images?url=_astro%2F2026-05-21-16-43-01.CaYNvMBM.png\&w=2920\&h=1570\&dpl=6a3b904fcb23b100084833a2) ### Configure via dashboard [Section titled “Configure via dashboard”](#configure-via-dashboard) Once the **Session Policy** feature is enabled for the organization, you can configure a custom policy for the organization via the Scalekit dashboard. 1. Go to **Dashboard > Organizations** and open the organization. 2. Click the **Session Policy** tab. 3. Select **Custom** to apply org-specific settings, or **Application** to revert to defaults. 4. Set the **Absolute session timeout** and **Idle session timeout** for the organization. 5. Click **Save**. ![Edit session policy for the organization.](/.netlify/images?url=_astro%2Forganization-session-policy.CyEzWmK_.png\&w=2930\&h=1584\&dpl=6a3b904fcb23b100084833a2) ### Let org admins self-serve via Hosted Widgets [Section titled “Let org admins self-serve via Hosted Widgets”](#let-org-admins-self-serve-via-hosted-widgets) You can let your customers manage their own session policy through [Hosted Widgets](/authenticate/manage-users-orgs/hosted-widgets/) — an embeddable self-service portal that lets your customers manage organization and user-level settings. When the `Session Policy` feature is enabled for an organization, the Session Policy widget becomes available in the Hosted Widget portal. ### Configure via API/SDK [Section titled “Configure via API/SDK”](#configure-via-apisdk) 1. **Get the current session policy** Retrieve the active session policy for an organization to display it in your settings UI or audit the current configuration. * Node.js Get session policy ```javascript 1 try { 2 const policy = await scalekit.organization.getOrganizationSessionPolicy('org_12345'); 3 4 // policySource: 1 = APPLICATION (inheriting defaults), 2 = CUSTOM (org-specific values active) 5 console.log('Policy source:', policy.policySource); 6 console.log('Absolute timeout (minutes):', policy.absoluteSessionTimeout); 7 console.log('Idle timeout enabled:', policy.idleSessionTimeoutEnabled); 8 } catch (error) { 9 console.error('Failed to get session policy:', error.message); 10 } ``` * Python Get session policy ```python 1 from scalekit.v1.organizations.organizations_pb2 import SessionPolicyType 2 3 try: 4 response, _ = scalekit_client.organization.get_organization_session_policy('org_12345') 5 policy = response.policy 6 7 if policy.policy_source == SessionPolicyType.CUSTOM: 8 print('Absolute timeout (minutes):', policy.absolute_session_timeout.value) 9 print('Idle timeout enabled:', policy.idle_session_timeout_enabled.value) 10 except Exception as e: 11 print('Failed to get session policy:', e) ``` * Go Get session policy ```go 1 policy, err := scalekitClient.Organization().GetOrganizationSessionPolicy(ctx, "org_12345") 2 if err != nil { 3 log.Fatal(err) 4 } 5 6 if policy.PolicySource == scalekit.SessionPolicySourceCustom { 7 fmt.Println("Absolute timeout (minutes):", policy.AbsoluteSessionTimeout.GetValue()) 8 fmt.Println("Idle timeout enabled:", policy.IdleSessionTimeoutEnabled.GetValue()) 9 } ``` * Java Get session policy ```java 1 import com.scalekit.grpc.scalekit.v1.organizations.OrganizationSessionPolicySettings; 2 import com.scalekit.grpc.scalekit.v1.organizations.SessionPolicyType; 3 4 try { 5 OrganizationSessionPolicySettings policy = 6 scalekitClient.organizations().getOrganizationSessionPolicy("org_12345"); 7 8 if (policy.getPolicySource() == SessionPolicyType.CUSTOM) { 9 System.out.println("Absolute timeout (minutes): " + policy.getAbsoluteSessionTimeout().getValue()); 10 System.out.println("Idle timeout enabled: " + policy.getIdleSessionTimeoutEnabled().getValue()); 11 } 12 } catch (Exception e) { 13 System.err.println("Failed to get session policy: " + e.getMessage()); 14 } ``` 2. **Set a custom session policy** Apply a custom policy when an organization requires different session durations than your application defaults. * Node.js Set custom session policy ```javascript 1 try { 2 const updated = await scalekit.organization.updateOrganizationSessionPolicy('org_12345', { 3 policySource: 'CUSTOM', 4 absoluteSessionTimeout: 480, 5 absoluteSessionTimeoutUnit: 'MINUTES', 6 idleSessionTimeoutEnabled: true, 7 idleSessionTimeout: 60, 8 idleSessionTimeoutUnit: 'MINUTES', 9 }); 10 11 console.log('Policy updated:', updated.policySource); 12 } catch (error) { 13 console.error('Failed to update session policy:', error.message); 14 } ``` * Python Set custom session policy ```python 1 from scalekit.v1.organizations.organizations_pb2 import SessionPolicyType 2 from scalekit.v1.commons.commons_pb2 import TimeUnit 3 4 try: 5 response, _ = scalekit_client.organization.update_organization_session_policy( 6 organization_id='org_12345', 7 policy_source=SessionPolicyType.CUSTOM, 8 absolute_session_timeout=480, 9 absolute_session_timeout_unit=TimeUnit.MINUTES, 10 idle_session_timeout_enabled=True, 11 idle_session_timeout=60, 12 idle_session_timeout_unit=TimeUnit.MINUTES, 13 ) 14 15 print('Policy updated:', response.policy.policy_source) 16 except Exception as e: 17 print('Failed to update session policy:', e) ``` * Go Set custom session policy ```go 1 timeout := int32(480) 2 idleTimeout := int32(60) 3 idleEnabled := true 4 5 updated, err := scalekitClient.Organization().UpdateOrganizationSessionPolicy(ctx, "org_12345", scalekit.OrganizationSessionPolicy{ 6 PolicySource: scalekit.SessionPolicySourceCustom, 7 AbsoluteSessionTimeout: &timeout, 8 AbsoluteSessionTimeoutUnit: scalekit.TimeUnitMinutes, 9 IdleSessionTimeoutEnabled: &idleEnabled, 10 IdleSessionTimeout: &idleTimeout, 11 IdleSessionTimeoutUnit: scalekit.TimeUnitMinutes, 12 }) 13 if err != nil { 14 log.Fatal(err) 15 } 16 17 fmt.Println("Policy updated:", updated.PolicySource) ``` * Java Set custom session policy ```java 1 import com.google.protobuf.Int32Value; 2 import com.google.protobuf.BoolValue; 3 import com.scalekit.grpc.scalekit.v1.commons.TimeUnit; 4 import com.scalekit.grpc.scalekit.v1.organizations.OrganizationSessionPolicySettings; 5 import com.scalekit.grpc.scalekit.v1.organizations.SessionPolicyType; 6 7 try { 8 OrganizationSessionPolicySettings policy = OrganizationSessionPolicySettings.newBuilder() 9 .setPolicySource(SessionPolicyType.CUSTOM) 10 .setAbsoluteSessionTimeout(Int32Value.of(480)) 11 .setAbsoluteSessionTimeoutUnit(TimeUnit.MINUTES) 12 .setIdleSessionTimeoutEnabled(BoolValue.of(true)) 13 .setIdleSessionTimeout(Int32Value.of(60)) 14 .setIdleSessionTimeoutUnit(TimeUnit.MINUTES) 15 .build(); 16 17 OrganizationSessionPolicySettings updated = 18 scalekitClient.organizations().updateOrganizationSessionPolicy("org_12345", policy); 19 20 System.out.println("Policy updated: " + updated.getPolicySource()); 21 } catch (Exception e) { 22 System.err.println("Failed to update session policy: " + e.getMessage()); 23 } ``` 3. **Revert to application defaults** Remove the custom policy and restore the organization to the application-level session settings. * Node.js Revert to application defaults ```javascript 1 try { 2 await scalekit.organization.updateOrganizationSessionPolicy('org_12345', { 3 policySource: 'APPLICATION', 4 }); 5 } catch (error) { 6 console.error('Failed to revert session policy:', error.message); 7 } ``` * Python Revert to application defaults ```python 1 from scalekit.v1.organizations.organizations_pb2 import SessionPolicyType 2 3 try: 4 scalekit_client.organization.update_organization_session_policy( 5 organization_id='org_12345', 6 policy_source=SessionPolicyType.APPLICATION, 7 ) 8 except Exception as e: 9 print('Failed to revert session policy:', e) ``` * Go Revert to application defaults ```go 1 _, err := scalekitClient.Organization().UpdateOrganizationSessionPolicy(ctx, "org_12345", scalekit.OrganizationSessionPolicy{ 2 PolicySource: scalekit.SessionPolicySourceApplication, 3 }) 4 if err != nil { 5 log.Fatal(err) 6 } ``` * Java Revert to application defaults ```java 1 import com.scalekit.grpc.scalekit.v1.organizations.OrganizationSessionPolicySettings; 2 import com.scalekit.grpc.scalekit.v1.organizations.SessionPolicyType; 3 4 try { 5 OrganizationSessionPolicySettings policy = OrganizationSessionPolicySettings.newBuilder() 6 .setPolicySource(SessionPolicyType.APPLICATION) 7 .build(); 8 9 scalekitClient.organizations().updateOrganizationSessionPolicy("org_12345", policy); 10 } catch (Exception e) { 11 System.err.println("Failed to revert session policy: " + e.getMessage()); 12 } ``` --- # DOCUMENT BOUNDARY --- # Remove users from organizations > Remove users from organizations through dashboard management and API while maintaining security and compliance As your application grows and teams evolve, your administrators will need to manage user access when employees leave, change roles, or when administrators need to revoke access for security reasons. Proper user removal ensures that access control remains accurate, licenses are managed efficiently, and security is maintained across your organization. When a user is removed from an organization, they immediately lose access to that organization’s resources. The user’s account remains in Scalekit, but their membership status changes, and they can no longer access organization-specific data or features. * User loses access to ONE specific organization * User account remains in Scalekit * User can still access OTHER organizations they belong to * Reversible - user can be re-added later - Node.js Remove users from organizations ```javascript 1 // Use case: Remove user during offboarding workflow triggered by HR system 2 await scalekit.user.deleteMembership({ 3 organizationId: 'org_12345', 4 userId: 'usr_67890' 5 }) ``` - Python Remove users from organizations ```python 1 # Use case: Remove user during offboarding workflow triggered by HR system 2 scalekit_client.users.delete_membership( 3 organization_id="org_12345", 4 user_id="usr_67890" 5 ) ``` - Go Remove users from organizations ```go 1 // Use case: Remove user during offboarding workflow triggered by HR system 2 err := scalekitClient.User().DeleteMembership(ctx, "org_123", "user_456", false) 3 if err != nil { 4 log.Printf("Failed to remove user: %v", err) 5 return err 6 } ``` - Java Remove users from organizations ```java 1 // Use case: Remove user during offboarding workflow triggered by HR system 2 try { 3 scalekitClient.user().deleteMembership("org_123", "user_456"); 4 } catch (Exception e) { 5 log.error("Failed to remove user: " + e.getMessage()); 6 throw e; 7 } ``` The membership is removed, effectively dropping the user’s access to the specified organization. ```diff 1 { 2 "user": { 6 collapsed lines 3 "id": "usr_96194455173857548", 4 "environment_id": "env_58345499215790610", 5 "create_time": "2025-10-25T14:46:03.300Z", 6 "update_time": "2025-10-31T11:33:31.639425Z", 7 "email": "saifshine7+locksmith@gmail.com", 8 "external_id": "hitman", 9 "memberships": [ 10 { 11 "organization_id": "org_96194455157080332", 12 "membership_status": "ACTIVE", 13 "roles": [ 14 { 15 "id": "role_69229687729029148", 16 "name": "admin", 17 "display_name": "Admin" 18 } 19 ], 20 "name": "", 21 "metadata": {}, 22 "display_name": "" 23 }, 24 - { 25 "organization_id": "org_67609586521080405", 26 "membership_status": "PENDING_INVITE", 27 "roles": [ 28 - { 29 "id": "role_69229700009951260", 30 "name": "member", 31 "display_name": "Member" 32 - } 33 - ], 34 "name": "Megasoft Inc", 35 "metadata": {}, 36 "display_name": "Megasoft Inc", 37 "created_at": "2025-10-31T12:38:42.270Z", 38 "expires_at": "2025-11-15T12:38:42.231316Z" 39 - } 40 ], 41 "user_profile": { 9 collapsed lines 42 "id": "usp_96194455173923084", 43 "first_name": "Saif", 44 "last_name": "Shines", 45 "name": "", 46 "locale": "", 47 "email_verified": true, 48 "phone_number": "80384873", 49 "metadata": {}, 50 "custom_attributes": {} 51 }, 52 "metadata": {} 53 } 54 } ``` User removal from an organization involves several important considerations and behaviors. * When a user is removed from an organization and has no other organizational memberships, Scalekit will automatically delete their user account. * Your application is responsible for handling the transfer or deletion of the user’s resources when they are removed from an organization. * Scalekit immediately terminates the user’s active session upon removal from an organization. * Removing a user from one organization does not impact their memberships in other organizations. * When a user is removed from an organization, that organization will be automatically removed from the user’s organization switcher options. ## Automate user removal with directory sync [Section titled “Automate user removal with directory sync”](#automate-user-removal-with-directory-sync) When organizations use enterprise directory providers with [SCIM provisioning](/guides/user-management/scim-provisioning/), users are automatically removed from Scalekit organizations when they’re deprovisioned in the source directory. This ensures consistent access control across all systems without requiring manual intervention. When a user is removed from your enterprise directory provider (such as Okta, Azure AD, or JumpCloud): 1. The directory provider sends a SCIM DELETE request to Scalekit 2. Scalekit automatically removes the user’s membership from the organization by marking the `memberships.membership_status` as `INACTIVE` 3. The user immediately loses access to organization resources 4. Your application receives webhook notifications about the membership change This automation is particularly valuable for enterprise customers who manage large numbers of users and need to ensure that license allocation and access control remain synchronized with their directory provider. Early access De-provisioning via SCIM is currently in limited release. Interested in activating this feature for your Scalekit environment? [Reach out to our team](/support/contact-us) to request early access. ## Remove users in the Scalekit dashboard [Section titled “Remove users in the Scalekit dashboard”](#remove-users-in-the-scalekit-dashboard) Use the Scalekit dashboard when administrators need to manually remove users for compliance, security, support or administrative purposes. This approach provides direct control and visibility into the removal process, making it ideal for situations requiring manual oversight. 1. Sign in to the Scalekit dashboard and navigate to **Dashboard** > **Organizations**. Select the organization from which you want to remove users. 2. Click on the **Users** tab to view all organization members. Locate the user you want to remove from the user list. You can use the search functionality to quickly find specific users by name or email. 3. Click the **Actions** menu (three dots) next to the user’s name and select **Remove from organization**. A confirmation dialog will appear to prevent accidental removals. 4. Review the confirmation dialog to ensure you’re removing the correct user. Click **Remove user** to confirm. The user will immediately lose access to the organization and its resources. --- # DOCUMENT BOUNDARY --- # Create organizations > Ways the organizations are created in Scalekit An Organization enables shared data access and enforces consistent authentication methods, session policies, and access control policies for all its members. Scalekit supports two main approaches to organization creation: 1. **Sign up creates organizations automatically**: When users successfully authenticate with your app, Scalekit automatically creates an organization for them. 2. **User creates organizations themselves**: When your application provides users with the option to create new organizations themselves. For instance, Jira enables users to create their own workspaces. ## Sign up creates organizations automatically [Section titled “Sign up creates organizations automatically”](#sign-up-creates-organizations-automatically) Existing [Scalekit integration](/authenticate/fsa/quickstart/) to authenticate users and handle the login flow automatically generates an organization for each user. The organization ID associated with the user will be included in both the ID token and access token. * Decoded ID token ID token decoded ```json 1 { 2 "at_hash": "ec_jU2ZKpFelCKLTRWiRsg", // Access token hash for validation 12 collapsed lines 3 "aud": [ 4 "skc_58327482062864390" // Audience (your client ID) 5 ], 6 "azp": "skc_58327482062864390", // Authorized party (your client ID) 7 "c_hash": "6wMreK9kWQQY6O5R0CiiYg", // Authorization code hash 8 "client_id": "skc_58327482062864390", // Your application's client ID 9 "email": "john.doe@example.com", // User's email address 10 "email_verified": true, // Whether the user's email is verified 11 "exp": 1742975822, // Expiration time (Unix timestamp) 12 "family_name": "Doe", // User's last name 13 "given_name": "John", // User's first name 14 "iat": 1742974022, // Issued at time (Unix timestamp) 15 "iss": "https://scalekit-z44iroqaaada-dev.scalekit.cloud", // Issuer (Scalekit environment URL) 16 "name": "John Doe", // User's full name 17 "oid": "org_59615193906282635", // Organization ID 18 "sid": "ses_65274187031249433", // Session ID 19 "sub": "usr_63261014140912135" // Subject (user's unique ID) 20 } ``` * Decoded access token Decoded access token ```json 1 { 2 "aud": [ 3 "prd_skc_7848964512134X699" // Audience (API or resource server) 4 ], 5 "client_id": "prd_skc_7848964512134X699", // Your application's client ID 6 "oid": "org_89678001X21929734", // Organization ID 7 "exp": 1758265247, // Expiration time (Unix timestamp) 8 "iat": 1758264947, // Issued at time (Unix timestamp) 10 collapsed lines 9 "iss": "https://login.devramp.ai", // Issuer (Scalekit environment URL) 10 "jti": "tkn_90928731115292X63", // JWT ID (unique token identifier) 11 "nbf": 1758264947, // Not before time (Unix timestamp) 12 "permissions": [ // Scopes or permissions granted 13 "workspace_data:write", 14 "workspace_data:read" 15 ], 16 "roles": [ // User roles within the organization 17 "admin" 18 ], 19 "sid": "ses_90928729571723X24", // Session ID 20 "sub": "usr_8967800122X995270", // Subject (user's unique ID) 21 } ``` ## Allow users to create organizations API [Section titled “Allow users to create organizations ”](#allow-users-to-create-organizations--) Applications often provide options for users to create their own organizations. For example, show an option for users such “Create new workspace” within their app. Use the Scalekit SDK to power such options: * Node.js Create and manage organizations ```javascript 1 const { organization } = await scalekit.organization.createOrganization( 2 'Orion Analytics' 3 ); 4 5 // Use case: Sync organization profile to downstream systems 6 const { organization: fetched } = await scalekit.organization.getOrganization(organization.id); ``` * Python Create and manage organizations ```python 1 from scalekit.v1.organizations.organizations_pb2 import CreateOrganization 2 3 response = scalekit_client.organization.create_organization( 4 CreateOrganization( 5 display_name="Orion Analytics", 6 ) 7 ) 8 9 # Use case: Sync organization profile to downstream systems 10 fetched = scalekit_client.organization.get_organization(response[0].organization.id) ``` * Go Create and manage organizations ```go 1 created, err := scalekitClient.Organization().CreateOrganization( 2 ctx, 3 "Orion Analytics", 4 scalekit.CreateOrganizationOptions{}, 5 ) 6 if err != nil { 7 log.Fatalf("create organization: %v", err) 8 } 9 10 // Use case: Sync organization profile to downstream systems 11 fetched, err := scalekitClient.Organization().GetOrganization(ctx, created.Organization.Id) 12 if err != nil { 13 log.Fatalf("get organization: %v", err) 14 } ``` * Java Create and manage organizations ```java 1 // Use case: Provision a workspace after a sales-assisted onboarding 2 CreateOrganization createOrganization = CreateOrganization.newBuilder() 3 .setDisplayName("Orion Analytics") 4 .build(); 5 6 Organization organization = scalekitClient.organizations().create(createOrganization); 7 8 // Use case: Sync organization profile to downstream systems 9 Organization fetched = scalekitClient.organizations().getById(organization.getId()); ``` Next, let’s look at how users can be added to organizations. --- # DOCUMENT BOUNDARY --- # Customize user profiles > Tailor user profiles to your business needs by creating and managing user profile attributes in Scalekit User profiles in Scalekit provide essential identity information through standard attributes like email, name, and phone number. However, when your application requires business-specific data such as employee IDs, department codes, or access levels, you need more flexibility. T This guide shows how to extend user profiles with custom attributes that can be created through the dashboard, managed programmatically via API, and synchronized with enterprise identity providers. #### Standard user profile attributes [Section titled “Standard user profile attributes”](#standard-user-profile-attributes) Let’s start by looking at the existing standard attributes in a `user_profile` from the Scalekit’s [Get User API](https://docs.scalekit.com/apis/#tag/users/get/api/v1/users/%7Bid%7D) response. ```json 1 { 2 "id": "usp_96194455173923084", // Unique user identifier 3 "first_name": "John", // User's given name 4 "last_name": "Doe", // User's family name 5 "name": "John Doe", // Full name for UI display 6 "locale": "en-US", // User's language and region preference 7 "email_verified": true, // Whether the email address has been confirmed 8 "phone_number": "+14155552671", // Contact phone number 2 collapsed lines 9 "metadata": { }, // Additional, non-structured user data 10 "custom_attributes": {} // Business-specific user data 11 } ``` These attributes are also listed in your Scalekit dashboard. Navigate to **Dashboard** > **User Attributes** to see them. Let’s see how we can create a custom attribute. ## Create custom attributes [Section titled “Create custom attributes”](#create-custom-attributes) To add a custom attribute 1. Navigate to **Dashboard** > **User Attributes** and click **Add Attribute**. 2. Configure the new attribute fields: * **Display name** - Human-readable label shown in the dashboard (e.g., “Employee Number”) * **Attribute key** - Internal field name for API and SDK access (e.g., `employee_id`) 3. The new attribute can be used to attach the new information about the user to their user profile. ```diff 1 { 2 "id": "usp_96194455173923084", // Unique user identifier 3 "first_name": "John", // User's given name 4 "last_name": "Doe", // User's family name 5 "name": "John Doe", // Full name for UI display 6 "locale": "en-US", // User's language and region preference 7 "email_verified": true, // Whether the email address has been confirmed 8 "phone_number": "+14155552671", // Contact phone number 9 "metadata": { }, // Additional, non-structured user data 10 "custom_attributes": { 11 "pin_number": "123456" 12 } 13 } ``` Custom attributes are user profile extensions that can be precisely configured to meet your application’s unique needs. For example, as a logistics platform, you might define custom attributes to capture critical operational details like delivery ZIP codes, service zones, or fleet vehicle specifications that apply all your users. ## Map profile attributes to identity providers [Section titled “Map profile attributes to identity providers”](#map-profile-attributes-to-identity-providers) When users authenticate through Single Sign-On (SSO) or join an organization, Scalekit can retrieve and transfer user profile information from the identity provider directly to your application via the ID token during the [login completion](/authenticate/fsa/complete-login/) process. Administrators can configure attribute mapping from their identity provider by selecting specific user profile attributes. This mapping supports both standard and custom attributes seamlessly. Note Scalekit supports attribute mapping from directory providers to user profile attributes through SCIM Provisioning. Contact our sales team to learn more about enabling this advanced synchronization feature. ## Modify user profile attributes API [Section titled “Modify user profile attributes ”](#modify-user-profile-attributes-) If your application provides a user interface for users to view and modify their profile details directly within the app, the Scalekit API enables seamless profile attribute updates. * cURL ```sh 1 curl -L -X PATCH '/api/v1/users/' \ 2 -H 'Content-Type: application/json' \ 3 -H 'Authorization: Bearer ...2QA' \ 4 -d '{ 5 "user_profile": { 6 "custom_attributes": { 7 "zip_code": "90210" 8 } 9 } 10 }' ``` * Node.js Update user profile with custom attributes ```javascript 1 // Use case: Update user profile with a custom zip code attribute 2 await scalekit.user.updateUser("", { 3 userProfile: { 4 customAttributes: { 5 zip_code: "11120", 6 }, 7 firstName: "John", 8 lastName: "Doe", 9 locale: "en-US", 10 name: "John Michael Doe", 11 phoneNumber: "+14155552671" 12 } 13 }); ``` * Python Update user profile with custom attributes ```python 1 # Use case: Update user profile with a custom zip code attribute 2 scalekit.user.update_user( 3 "", 4 user_profile={ 5 "custom_attributes": { 6 "zip_code": "11120" 7 }, 8 "first_name": "John", 9 "last_name": "Doe", 10 "locale": "en-US", 11 "name": "John Michael Doe", 12 "phone_number": "+14155552671" 13 } 14 ) ``` * Go Update user profile with custom attributes ```go 1 // Use case: Update user profile with a custom zip code attribute 2 updateUser := &usersv1.UpdateUser{ 3 UserProfile: &usersv1.UpdateUserProfile{ 4 CustomAttributes: map[string]string{ 5 "zip_code": "11120", 6 }, 7 FirstName: "John", 8 LastName: "Doe", 9 Locale: "en-US", 10 Name: "John Michael Doe", 11 PhoneNumber: "+14155552671", 12 }, 13 } 14 15 updatedUser, err := scalekitClient.User().UpdateUser(ctx, "", updateUser) ``` * Java Update user profile with custom attributes ```java 1 // Use case: Update user profile with a custom zip code attribute 2 UpdateUser updateUser = UpdateUser.newBuilder() 3 .setUserProfile( 4 UpdateUserProfile.newBuilder() 5 .putCustomAttributes("zip_code", "11120") 6 .setFirstName("John") 7 .setLastName("Doe") 8 .setLocale("en-US") 9 .setName("John Michael Doe") 10 .setPhoneNumber("+14155552671") 11 .build()) 12 .build(); 13 14 UpdateUserRequest updateReq = UpdateUserRequest.newBuilder() 15 .setUser(updateUser) 16 .build(); 17 18 User updatedUser = scalekitClient.users().updateUser("", updateReq); ``` ## Link your system identifiers & metadata [Section titled “Link your system identifiers & metadata”](#link-your-system-identifiers--metadata) Beyond user profile attributes, you can link your systems with Scalekit to easily map, identify and store more context about organizations and users. This may be helpful when: * You are migrating from an existing system and need to keep your existing identifiers * You are integrating with multiple platforms and need to maintain data consistency * You need to simplify integration by avoiding complex ID mapping between your systems and Scalekit ## Organization external IDs for system integration [Section titled “Organization external IDs for system integration”](#organization-external-ids-for-system-integration) External IDs let you identify organizations using your own identifiers instead of Scalekit’s generated IDs. This is essential when migrating from existing systems or integrating with multiple platforms. 1. #### Set external IDs during organization creation [Section titled “Set external IDs during organization creation”](#set-external-ids-during-organization-creation) Include your system’s identifier when creating organizations to maintain consistent references across your infrastructure. * Node.js Create organization with external ID ```javascript 1 // During user signup or organization creation 2 const organization = await scalekit.organization.create({ 3 display_name: 'Acme Corporation', 4 external_id: 'CUST-12345-ACME' // Your customer ID in your database 5 }); 6 7 console.log('Organization created:', organization.id); 8 console.log('Your ID:', organization.external_id); ``` * Python Create organization with external ID ```python 1 # During user signup or organization creation 2 organization = scalekit.organization.create({ 3 'display_name': 'Acme Corporation', 4 'external_id': 'CUST-12345-ACME' # Your customer ID in your database 5 }) 6 7 print(f'Organization created: {organization.id}') 8 print(f'Your ID: {organization.external_id}') ``` * Go Create organization with external ID ```go 1 // During user signup or organization creation 2 org, err := scalekit.Organization.Create(OrganizationCreateOptions{ 3 DisplayName: "Acme Corporation", 4 ExternalId: "CUST-12345-ACME", // Your customer ID in your database 5 }) 6 7 if err != nil { 8 log.Fatal(err) 9 } 10 11 fmt.Printf("Organization created: %s\n", org.Id) 12 fmt.Printf("Your ID: %s\n", org.ExternalId) ``` * Java Create organization with external ID ```java 1 // During user signup or organization creation 2 Organization organization = scalekit.organization().create( 3 "Acme Corporation", 4 "CUST-12345-ACME" // Your customer ID in your database 5 ); 6 7 System.out.println("Organization created: " + organization.getId()); 8 System.out.println("Your ID: " + organization.getExternalId()); ``` 2. ### Find organizations using your IDs [Section titled “Find organizations using your IDs”](#find-organizations-using-your-ids) Use external IDs to quickly locate organizations when processing webhooks, handling customer support requests, or syncing data between systems. * Node.js Find organization by external ID ```javascript 1 // When processing a webhook or customer update 2 const customerId = 'CUST-12345-ACME'; // From your webhook payload 3 4 const organization = await scalekit.organization.getByExternalId(customerId); 5 6 if (organization) { 7 console.log('Found organization:', organization.display_name); 8 // Process organization updates, sync data, etc. 9 } ``` * Python Find organization by external ID ```python 1 # When processing a webhook or customer update 2 customer_id = 'CUST-12345-ACME' # From your webhook payload 3 4 organization = scalekit.organization.get_by_external_id(customer_id) 5 6 if organization: 7 print(f'Found organization: {organization.display_name}') 8 # Process organization updates, sync data, etc. ``` * Go Find organization by external ID ```go 1 // When processing a webhook or customer update 2 customerId := "CUST-12345-ACME" // From your webhook payload 3 4 org, err := scalekit.Organization.GetByExternalId(customerId) 5 if err != nil { 6 log.Printf("Error finding organization: %v", err) 7 return 8 } 9 10 if org != nil { 11 fmt.Printf("Found organization: %s\n", org.DisplayName) 12 // Process organization updates, sync data, etc. 13 } ``` * Java Find organization by external ID ```java 1 // When processing a webhook or customer update 2 String customerId = "CUST-12345-ACME"; // From your webhook payload 3 4 Organization organization = scalekit.organization().getByExternalId(customerId); 5 6 if (organization != null) { 7 System.out.println("Found organization: " + organization.getDisplayName()); 8 // Process organization updates, sync data, etc. 9 } ``` 3. ### Update external IDs when needed [Section titled “Update external IDs when needed”](#update-external-ids-when-needed) If your customer IDs change or you need to migrate identifier formats, you can update external IDs for existing organizations. * Node.js Update external ID ```javascript 1 const updatedOrg = await scalekit.organization.update(organizationId, { 2 external_id: 'NEW-CUST-12345-ACME' 3 }); 4 5 console.log('External ID updated:', updatedOrg.external_id); ``` * Python Update external ID ```python 1 updated_org = scalekit.organization.update(organization_id, { 2 'external_id': 'NEW-CUST-12345-ACME' 3 }) 4 5 print(f'External ID updated: {updated_org.external_id}') ``` * Go Update external ID ```go 1 updatedOrg, err := scalekit.Organization.Update(organizationId, OrganizationUpdateOptions{ 2 ExternalId: "NEW-CUST-12345-ACME", 3 }) 4 5 fmt.Printf("External ID updated: %s\n", updatedOrg.ExternalId) ``` * Java Update external ID ```java 1 Organization updatedOrg = scalekit.organization().update(organizationId, Map.of( 2 "external_id", "NEW-CUST-12345-ACME" 3 )); 4 5 System.out.println("External ID updated: " + updatedOrg.getExternalId()); ``` ## User external IDs and metadata [Section titled “User external IDs and metadata”](#user-external-ids-and-metadata) Just as organizations need external identifiers, users often require integration with existing systems. User external IDs and metadata work similarly to organization identifiers, enabling you to link Scalekit users with your CRM, HR systems, and other business applications. ### When to use user external IDs and metadata [Section titled “When to use user external IDs and metadata”](#when-to-use-user-external-ids-and-metadata) **External IDs** link Scalekit users to your existing systems: * Reference users in your database, CRM, or billing system * Maintain consistent user identification across multiple platforms * Enable easy data synchronization and lookups **Metadata** stores additional user attributes: * Organizational information (department, location, role level) * Business context (territory, quota, access permissions) * Integration data (external system IDs, custom properties) ### Set user external IDs and metadata during user creation [Section titled “Set user external IDs and metadata during user creation”](#set-user-external-ids-and-metadata-during-user-creation) * Node.js Create user with external ID and metadata ```diff 1 // Use case: Create user during system migration or bulk import with existing system references 2 const { user } = await scalekit.user.createUserAndMembership("", { 3 email: "john.doe@company.com", 4 externalId: "SALESFORCE-003921", 5 metadata: { 6 department: "Sales", 7 employeeId: "EMP-002", 8 territory: "West Coast", 9 quota: 150000, 10 crmAccountId: "ACC-789", 11 hubspotContactId: "12345", 12 + }, 13 userProfile: { 14 firstName: "John", 15 lastName: "Doe", 16 }, 17 sendInvitationEmail: true, 18 }); ``` * Python Create user with external ID and metadata ```diff 1 # Use case: Create user during system migration or bulk import with existing system references 2 user_response = scalekit.user.create_user_and_membership( 3 "", 4 +email="john.doe@company.com", 5 +external_id="SALESFORCE-003921", 6 +metadata={ 7 "department": "Sales", 8 "employee_id": "EMP-002", 9 "territory": "West Coast", 10 "quota": 150000, 11 "crm_account_id": "ACC-789", 12 "hubspot_contact_id": "12345" 13 }, 14 user_profile={ 15 "first_name": "John", 16 "last_name": "Doe" 17 }, 18 send_invitation_email=True 19 ) ``` * Go Create user with external ID and metadata ```diff 1 // Use case: Create user during system migration or bulk import with existing system references 2 newUser := &usersv1.CreateUser{ 3 Email: "john.doe@company.com", 4 +ExternalId: "SALESFORCE-003921", 5 +Metadata: map[string]string{ 6 "department": "Sales", 7 "employee_id": "EMP-002", 8 "territory": "West Coast", 9 "quota": "150000", 10 "crm_account_id": "ACC-789", 11 "hubspot_contact_id": "12345", 12 + }, 13 UserProfile: &usersv1.CreateUserProfile{ 14 FirstName: "John", 15 LastName: "Doe", 16 }, 17 } 18 userResp, err := scalekitClient.User().CreateUserAndMembership( 19 ctx, 20 "", 21 newUser, 22 true, // sendInvitationEmail 23 ) ``` * Java Create user with external ID and metadata ```diff 1 // Use case: Create user during system migration or bulk import with existing system references 2 CreateUser createUser = CreateUser.newBuilder() 3 .setEmail("john.doe@company.com") 4 + .setExternalId("SALESFORCE-003921") 5 + .putMetadata("department", "Sales") 6 + .putMetadata("employee_id", "EMP-002") 7 + .putMetadata("territory", "West Coast") 8 + .putMetadata("quota", "150000") 9 + .putMetadata("crm_account_id", "ACC-789") 10 + .putMetadata("hubspot_contact_id", "12345") 11 + .setUserProfile( 12 +CreateUserProfile.newBuilder() 13 .setFirstName("John") 14 .setLastName("Doe") 15 .build()) 16 .build(); 17 18 CreateUserAndMembershipRequest createUserReq = CreateUserAndMembershipRequest.newBuilder() 19 .setUser(createUser) 20 .setSendInvitationEmail(true) 21 .build(); 22 23 CreateUserAndMembershipResponse userResp = scalekitClient.users() 24 .createUserAndMembership("", createUserReq); ``` ### Update user external IDs and metadata for existing users [Section titled “Update user external IDs and metadata for existing users”](#update-user-external-ids-and-metadata-for-existing-users) * Node.js Update user external ID and metadata ```diff 1 // Use case: Link user with external systems (CRM, HR) and track custom attributes in a single call 2 const updatedUser = await scalekit.user.updateUser("", { 3 externalId: "SALESFORCE-003921", 4 metadata: { 5 department: "Sales", 6 employeeId: "EMP-002", 7 territory: "West Coast", 8 quota: 150000, 9 crmAccountId: "ACC-789", 10 hubspotContactId: "12345", 11 + }, 12 }); ``` * Python Update user external ID and metadata ```diff 1 # Use case: Link user with external systems (CRM, HR) and track custom attributes in a single call 2 updated_user = scalekit.user.update_user( 3 "", 4 +external_id="SALESFORCE-003921", 5 +metadata={ 6 "department": "Sales", 7 "employee_id": "EMP-002", 8 "territory": "West Coast", 9 "quota": 150000, 10 "crm_account_id": "ACC-789", 11 "hubspot_contact_id": "12345" 12 } 13 ) ``` * Go Update user external ID and metadata ```go 1 // Use case: Link user with external systems (CRM, HR) and track custom attributes in a single call 2 updateUser := &usersv1.UpdateUser{ 3 ExternalId: "SALESFORCE-003921", 4 Metadata: map[string]string{ 5 "department": "Sales", 6 "employee_id": "EMP-002", 7 "territory": "West Coast", 8 "quota": "150000", 9 "crm_account_id": "ACC-789", 10 "hubspot_contact_id": "12345", 11 }, 12 } 13 updatedUser, err := scalekitClient.User().UpdateUser( 14 ctx, 15 "", 16 updateUser, 17 ) ``` * Java Update user external ID and metadata ```java 1 // Use case: Link user with external systems (CRM, HR) and track custom attributes in a single call 2 UpdateUser updateUser = UpdateUser.newBuilder() 3 .setExternalId("SALESFORCE-003921") 4 .putMetadata("department", "Sales") 5 .putMetadata("employee_id", "EMP-002") 6 .putMetadata("territory", "West Coast") 7 .putMetadata("quota", "150000") 8 .putMetadata("crm_account_id", "ACC-789") 9 .putMetadata("hubspot_contact_id", "12345") 10 .build(); 11 12 UpdateUserRequest updateReq = UpdateUserRequest.newBuilder() 13 .setUser(updateUser) 14 .build(); 15 16 User updatedUser = scalekitClient.users().updateUser("", updateReq); ``` ### Find users by external ID [Section titled “Find users by external ID”](#find-users-by-external-id) * Node.js Find user by external ID ```javascript 1 // Use case: Look up Scalekit user when you have your system's user ID 2 const user = await scalekit.user.getUserByExternalId("", "SALESFORCE-003921"); 3 console.log(`Found user: ${user.email} with ID: ${user.id}`); ``` * Python Find user by external ID ```python 1 # Use case: Look up Scalekit user when you have your system's user ID 2 user = scalekit.user.get_user_by_external_id("", "SALESFORCE-003921") 3 print(f"Found user: {user['email']} with ID: {user['id']}") ``` * Go Find user by external ID ```go 1 // Use case: Look up Scalekit user when you have your system's user ID 2 user, err := scalekitClient.User().GetUserByExternalId( 3 ctx, 4 "", 5 "SALESFORCE-003921", 6 ) 7 if err != nil { 8 log.Printf("User not found: %v", err) 9 } else { 10 fmt.Printf("Found user: %s with ID: %s\n", user.Email, user.Id) 11 } ``` * Java Find user by external ID ```java 1 // Use case: Look up Scalekit user when you have your system's user ID 2 try { 3 GetUserByExternalIdResponse response = scalekitClient.users() 4 .getUserByExternalId("", "SALESFORCE-003921"); 5 6 User user = response.getUser(); 7 System.out.printf("Found user: %s with ID: %s%n", user.getEmail(), user.getId()); 8 } catch (Exception e) { 9 System.err.println("User not found: " + e.getMessage()); 10 } ``` This integration approach maintains consistent user identity across your system architecture while letting you choose the source of truth for authentication and authorization. Both user and organization external IDs work together to provide complete system integration capabilities. --- # DOCUMENT BOUNDARY --- # Delete users and organizations > Trigger deletions and let Scalekit handle sessions, memberships, and cleanup automatically Properly deleting users and organizations is essential for security and regulatory compliance. Whether a user departs or an entire organization must be removed, it’s important to have reliable deletion processes in place. This guide shows you how to implement deletion for both users and organizations. Provide a feature for administrators to permanently delete a user account. This is useful for handling user account closures, GDPR deletion requests, or cleaning up test accounts. Note Before permanent deletion, confirm this is the intended action. If you only need to revoke a user’s access to an organization while preserving their account, [remove the user from the organization](/authenticate/manage-organizations/remove-users-from-organization/) instead. 1. ## Delete a user [Section titled “Delete a user”](#delete-a-user) Call the `deleteUser` method with the user’s ID: * Node.js Delete a user permanently ```javascript 1 // Use case: User account closure, GDPR deletion requests, or cleaning up test accounts 2 await scalekit.user.deleteUser("usr_123"); ``` * Python Delete a user permanently ```python 1 # Use case: User account closure, GDPR deletion requests, or cleaning up test accounts 2 scalekit_client.users.delete_user( 3 user_id="usr_123" 4 ) ``` * Go Delete a user permanently ```go 1 // Use case: User account closure, GDPR deletion requests, or cleaning up test accounts 2 if err := scalekitClient.User().DeleteUser(ctx, "usr_123"); err != nil { 3 panic(err) 4 } ``` * Java Delete a user permanently ```java 1 // Use case: User account closure, GDPR deletion requests, or cleaning up test accounts 2 scalekitClient.users().deleteUser("usr_123"); ``` When you delete a user, Scalekit performs the following actions: * Terminates all of the user’s active sessions. * Removes all of the user’s organization memberships. * Permanently deletes the user account. 2. ## Delete an organization [Section titled “Delete an organization”](#delete-an-organization) Provide a feature for users to delete organizations they own. This is useful for company closures, account restructuring, or removing test organizations. Call the `deleteOrganization` method with the organization’s ID: * Node.js Delete an organization permanently ```javascript 1 // Use case: Company closure, account restructuring, or removing test organizations 2 await scalekit.organization.deleteOrganization(organizationId); ``` * Python Delete an organization permanently ```python 1 # Use case: Company closure, account restructuring, or removing test organizations 2 scalekit_client.organization.delete_organization(organization_id) ``` * Go Delete an organization permanently ```go 1 // Use case: Company closure, account restructuring, or removing test organizations 2 err := scalekitClient.Organization().DeleteOrganization( 3 ctx, 4 organizationId 5 ) 6 if err != nil { 7 panic(err) 8 } ``` * Java Delete an organization permanently ```java 1 // Use case: Company closure, account restructuring, or removing test organizations 2 scalekitClient.organizations().deleteById(organizationId); ``` When you delete an organization, Scalekit performs the following actions: * Terminates active sessions for all organization members. * Removes all user memberships from the organization. * Permanently removes all organization data and settings. * **Cascading deletion**: If a user is a member of only this organization, their account is also permanently deleted. * Users who are members of other organizations retain their accounts and access. Permanent deletion cannot be undone * Ensure you have appropriate backups and audit trails in your system before deleting a user. * If your organization has data retention policies, consider implementing a soft delete. Schedule the permanent deletion for a future date (e.g., 30-60 days) to allow for data backup and user notifications. --- # DOCUMENT BOUNDARY --- # Configure email domain rules > Set up allowed domains for organization auto-join and configure restrictions for generic and disposable email sign-ups Email domain rules control how users join your application in two ways: by restricting who can sign up and by enabling automatic organization membership for trusted domains. These rules help maintain data quality, prevent abuse, and streamline onboarding for enterprise customers. Sign-up restrictions block registrations and invitations from generic email providers (like Gmail or Outlook) and disposable email services, ensuring your user base consists of verified business contacts. Allowed email domains enable users with matching email addresses to automatically join organizations through the organization switcher, reducing manual invitation overhead. Together, these features give you fine-grained control over user addition—blocking unwanted sign-ups while facilitating seamless access for legitimate users from trusted domains. ## Set up sign-up restrictions [Section titled “Set up sign-up restrictions”](#set-up-sign-up-restrictions) Sign-up restrictions help you maintain data quality and prevent abuse by controlling who can create accounts in your application. This is particularly important for B2B applications where you need to ensure users have legitimate business email addresses rather than personal or temporary accounts. These restrictions automatically block registrations and invitations from two types of email addresses: * **Generic email domains** - Public email providers like `@gmail.com`, `@outlook.com`, or `@yahoo.com` that anyone can use * **Disposable email addresses** - Temporary email services often used for spam, trial abuse, or avoiding accountability When enabled, these restrictions apply to both direct signups and organization invitations, ensuring consistent policy enforcement across your application. This prevents users from creating multiple trial accounts, maintains clean analytics, and ensures your user base consists of verified business contacts. The following diagram illustrates how sign-up restrictions work: ### How restrictions affect invitations [Section titled “How restrictions affect invitations”](#how-restrictions-affect-invitations) * Any user with a disposable email domain cannot sign up to create a new organization and cannot be invited to any existing organization. * Any user with a public email domain cannot sign up to create a new organization and cannot be invited to any existing organization. ### Set sign-up restrictions [Section titled “Set sign-up restrictions”](#set-sign-up-restrictions) 1. ### Navigate to sign-up restrictions settings [Section titled “Navigate to sign-up restrictions settings”](#navigate-to-sign-up-restrictions-settings) Go to **Dashboard > Authentication > General** and locate the sign-up restrictions section. 2. ### Configure restriction options [Section titled “Configure restriction options”](#configure-restriction-options) Toggle the following options based on what suits your application: * **Block disposable email domains**: Prevents temporary/disposable email addresses from signing up or being invited * **Block public email domains**: Prevents generic email providers like Gmail, Outlook, Yahoo from creating organizations ![](/.netlify/images?url=_astro%2Fui.D6G2x64L.png\&w=2858\&h=1611\&dpl=6a3b904fcb23b100084833a2) Choosing the right restrictions Enable disposable email blocking for all production applications to prevent abuse. Only enable public email blocking if you’re building a B2B application that requires verified business identities. 3. ### Save your settings [Section titled “Save your settings”](#save-your-settings) Click **Save** to apply the restrictions. Changes take effect immediately for all new signups and invitations. Note Existing users with restricted email domains remain unaffected. You can return to this section anytime to update your restrictions. ## Configure allowed email domains [Section titled “Configure allowed email domains”](#configure-allowed-email-domains) Allowed email domains lets organization admins define trusted domains for their organization. When a user signs in or signs up with a matching email domain, Scalekit suggests the user to join that organization in the **organization switcher** so the user can join the organization with one click. This feature is authentication-method agnostic: regardless of whether a user authenticates via SSO, social login, or passwordless authentication, organization options are suggested based on their email domain. When a user signs up or signs in, Scalekit will automatically: 1. **Match email domains** - Check if the user’s email domain matches configured allowed domains for any organization. 2. **Suggest organization options** - Show the user available organizations they can join through an organization switcher. 3. **Enable user choice** - Allow users to decide which of the suggested organizations they want to join. 4. **Create organization membership** - Automatically add the user to their selected organization. Security consideration Disposable and public email domains are blocked and cannot be added to the allow-list (e.g., `gmail.com`, `outlook.com`). We maintain a blocklist to enforce this. ### Manage allowed email domains in Scalekit Dashboard [Section titled “Manage allowed email domains in Scalekit Dashboard”](#manage-allowed-email-domains-in-scalekit-dashboard) Allowed email domains can be configured for an organization through the Scalekit Dashboard. ![](/.netlify/images?url=_astro%2Fdashboard.Cf5i9h8I.png\&w=2938\&h=1588\&dpl=6a3b904fcb23b100084833a2) 1. Navigate to **Organizations** and **select an organization**. 2. Navigate to **Overview** > **User Management** > **Allowed email domains**. 3. Add or edit allowed email domains for automatic suggestions/provisioning. ### Manage allowed email domains API [Section titled “Manage allowed email domains ”](#manage-allowed-email-domains-) Configure allowed email domains for an organization programmatically through the Scalekit API. Before proceeding, complete the steps in the [installation guide](/authenticate/set-up-scalekit/). * cURL Register, list, get, and delete allowed email domains ```sh # 1. Register an allowed email domain # Use case: Restrict user registration to specific company domains for B2B applications curl 'https:///api/v1/organizations/{organization_id}/domains' \ --request POST \ --header 'Content-Type: application/json' \ --data '{ "domain": "customerdomain.com", "domain_type": "ALLOWED_EMAIL_DOMAIN" }' # 2. List all registered allowed email domains # Use case: Display domain restrictions in admin dashboard or verify current settings curl 'https:///api/v1/organizations/{organization_id}/domains' # 3. Get details of a specific domain # Use case: Verify domain configuration or retrieve domain metadata curl 'https:///api/v1/organizations/{organization_id}/domains/{domain_id}' # 4. Delete an allowed email domain # Use case: Remove domain restrictions or clean up unused configurations curl 'https:///api/v1/organizations/{organization_id}/domains/{domain_id}' \ --request DELETE ``` * Nodejs Register, list, get, and delete allowed email domains ```js 1 // 1. Register an allowed email domain 2 // Use case: Restrict user registration to specific company domains for B2B applications 3 const newDomain = await scalekit.createDomain("org-123", "customerdomain.com", { 4 domainType: "ALLOWED_EMAIL_DOMAIN", 5 }); 6 7 // 2. List all registered allowed email domains 8 // Use case: Display domain restrictions in admin dashboard or verify current settings 9 const domains = await client.domain.listDomains(organizationId); 10 11 // 3. Get details of a specific domain 12 // Use case: Verify domain configuration or retrieve domain metadata 13 const domain = await client.domain.getDomain(organizationId, domainId); 14 15 // 4. Delete an allowed email domain 16 // Use case: Remove domain restrictions or clean up unused configurations 17 // Caution: Deletion is permanent and may affect user access 18 await client.domain.deleteDomain(organizationId, domainId); ``` --- # DOCUMENT BOUNDARY --- # UI widgets - Sign up, login, user profiles > Customers manage organizations and users for their workspace through hosted widgets Your customers, especially workspace administrators, want to manage organizations and users for their members. Scalekit provides a hosted widgets portal that lets your customers view and manage organizations, users, and settings for their workspace on their own—without you building custom UI. To integrate hosted widgets, redirect your organization members to the Hosted Widgets URL: Hosted widgets URL ```sh /ui/ # https://your-app-env.scalekit.com/ui/ ``` Scalekit verifies the organization member’s access permissions and automatically controls what they can access in the widgets. The widgets inherit your application’s [branding](/fsa/guides/login-page-branding/) and support your [custom domain](/guides/custom-domain/). ## Signup/login widgets [Section titled “Signup/login widgets”](#signuplogin-widgets) Signup and login widgets give users an entry point to authentication before they access the rest of Hosted Widgets. Use these pages as managed, branded auth screens without building custom UI. 1. ### Redirect your customers to Scalekit’s auth endpoint [Section titled “Redirect your customers to Scalekit’s auth endpoint”](#redirect-your-customers-to-scalekits-auth-endpoint) Pass `prompt` in the authorization URL to decide which hosted auth screen appears for your customers. * Login Authorization URL (login) ```sh /oauth/authorize? response_type=code& client_id=& redirect_uri=& scope=openid+profile+email+offline_access& state=& prompt=login ``` Pass `prompt=login` to show the login page. Your customers will land on `/a/auth/login`. ![Login page of coffee desk app](/.netlify/images?url=_astro%2Flogin.CbTjQzvz.png\&w=3024\&h=1898\&dpl=6a3b904fcb23b100084833a2) * Signup Authorization URL (signup) ```sh /oauth/authorize? response_type=code& client_id=& redirect_uri=& scope=openid+profile+email+offline_access& state=& prompt=create ``` Pass `prompt=create` to show the signup page. Your customers will land on `/a/auth/signup`. ![Coffee desk signup page](/.netlify/images?url=_astro%2Fsignup.CTadE9O-.png\&w=3024\&h=1898\&dpl=6a3b904fcb23b100084833a2) For complete URL parameters and SDK examples, see [Initiate user signup or login](/authenticate/fsa/implement-login/). ## Organization widgets [Section titled “Organization widgets”](#organization-widgets) Organization widgets let your customers manage their organization’s settings, members, and configurations. These widgets are access-controlled using Scalekit permissions and feature entitlements. A widget appears only if the user has the required permissions and the organization has the corresponding feature enabled. 1. ### Manage organization settings [Section titled “Manage organization settings”](#manage-organization-settings) Your customers can view and manage their organization profile, including allowed email domains. Navigate to **Organization settings** to update organization details. ![](/.netlify/images?url=_astro%2Forg_settings.XshZN6sS.png\&w=2936\&h=1592\&dpl=6a3b904fcb23b100084833a2) 2. ### Manage organization members [Section titled “Manage organization members”](#manage-organization-members) Your customers can view organization members, invite new members, manage roles, and remove members from the organization. The **Member management** widget provides a complete view of their team. ![](/.netlify/images?url=_astro%2Forg_member.pe4fgTMu.png\&w=2936\&h=1592\&dpl=6a3b904fcb23b100084833a2) 3. ### Configure SSO for the organization [Section titled “Configure SSO for the organization”](#configure-sso-for-the-organization) Your customers can set up and manage Single Sign-On for their organization. The widget includes a setup guide tailored to their identity provider, making it easy to connect their SSO connection. Feature entitlement required SSO widget visibility depends on the organization’s feature entitlements. It appears only if SSO is enabled for the organization. You can enable SSO in the Scalekit dashboard or using the [SDK](/authenticate/auth-methods/enterprise-sso/#enable-sso-for-the-organization). ![](/.netlify/images?url=_astro%2Forg_sso.IHoRc3E6.png\&w=2936\&h=1592\&dpl=6a3b904fcb23b100084833a2) 4. ### Configure SCIM for the organization [Section titled “Configure SCIM for the organization”](#configure-scim-for-the-organization) Your customers can set up and manage SCIM provisioning for their organization. The widget includes a setup guide tailored to their identity provider to automate user and group provisioning. Feature entitlement required SCIM widget visibility depends on the organization’s feature entitlements. It appears only if SCIM is enabled for the organization. You can enable SCIM in the Scalekit dashboard or using the [SDK](/guides/user-management/scim-provisioning/#enable-scim-provisioning-for-the-organization). ![](/.netlify/images?url=_astro%2Forg_scim.CBDzga3B.png\&w=2936\&h=1592\&dpl=6a3b904fcb23b100084833a2) 5. ### Verify organization domains [Section titled “Verify organization domains”](#verify-organization-domains) Your customers can add and verify the domains they own, enabling Home Realm Discovery and SCIM provisioning for their organization. [Learn more](/authenticate/manage-users-orgs/organization-domains/) After entering a domain, the widget displays the DNS TXT record to publish. Scalekit verifies ownership in the background and marks the domain as verified once the record propagates. Feature entitlement required Domain verification widget visibility depends on the organization’s feature entitlements. It appears only if **Domain Verification** is enabled for the organization. You can enable Domain Verification in the Scalekit dashboard or or via the [organization settings API](/apis/#tag/organizations/PATCH/api/v1/organizations/%7Bid%7D/settings). ![Domain verification via hosted widgets](/.netlify/images?url=_astro%2F2026-05-26-19-06-40.DKn_DLNP.png\&w=2932\&h=1598\&dpl=6a3b904fcb23b100084833a2) 6. ### Manage session policy [Section titled “Manage session policy”](#manage-session-policy) Your customers can view and configure their organization’s session policy — setting custom absolute and idle session timeouts that override your application defaults. Scalekit always enforces the stricter of the two. Feature entitlement required Session policy widget visibility depends on the organization’s feature entitlements. It appears only if the **Session Policy** feature is enabled for the organization. You can enable it in the Scalekit dashboard or using the [organization settings API](/apis/#tag/organizations/PATCH/api/v1/organizations/%7Bid%7D/settings). ![](/.netlify/images?url=_astro%2F2026-05-21-17-12-14.OQW71QKW.png\&w=2920\&h=1570\&dpl=6a3b904fcb23b100084833a2) ## User widgets [Section titled “User widgets”](#user-widgets) User widgets let your customers manage their personal profile and security settings. These widgets are accessible to all authenticated users and are not controlled by organization-level feature entitlements or Scalekit permissions. 1. ### Manage profile [Section titled “Manage profile”](#manage-profile) Your customers can view and manage their personal profile information, including their name, email, and other account details. ![](/.netlify/images?url=_astro%2Fuser_profile.DF85cQEC.png\&w=2936\&h=1592\&dpl=6a3b904fcb23b100084833a2) 2. ### Manage security [Section titled “Manage security”](#manage-security) Your customers can register and manage passkeys, view active sessions, and revoke sessions. The **User security** widget helps them maintain account security. ![](/.netlify/images?url=_astro%2Fuser_security.B5SWg3po.png\&w=2936\&h=1592\&dpl=6a3b904fcb23b100084833a2) ## Access management [Section titled “Access management”](#access-management) Hosted Widgets enforce access using **Scalekit permissions**. You can map these permissions to any application roles assigned to the end user. When a user accesses Hosted Widgets, Scalekit checks their permissions and shows the available widgets. | Permission | Purpose | | ------------------------------ | ------------------------------------------------------ | | `sk_org_settings_read` | View organization profile and settings | | `sk_org_settings_manage` | View and modify organization profile and settings | | `sk_org_users_read` | View users in an organization | | `sk_org_users_invite` | Invite new users to an organization | | `sk_org_users_delete` | Remove users from an organization | | `sk_org_users_role_change` | Change roles of users in an organization | | `sk_org_sso_read` | View SSO configuration for an organization | | `sk_org_sso_manage` | View and modify SSO configuration for an organization | | `sk_org_scim_read` | View SCIM configuration for an organization | | `sk_org_scim_manage` | View and modify SCIM configuration for an organization | | `sk_org_session_policy_read` | View session policy for an organization | | `sk_org_session_policy_manage` | View and manage session policy for an organization | Note Scalekit creates **Admin** and **Member** roles for every environment by default. Scalekit permissions are mapped to these two roles by default. The Admin role has all Scalekit permissions and can access all Hosted Widgets. The Member role has limited access to organization widgets and can only view organization settings and organization members. Both roles have access to user widgets. You can customize the permission mapping for these roles or create a [custom role](/authenticate/authz/create-roles-permissions/) and assign Scalekit permissions to control access to Hosted Widgets. *** ## Branding & customization [Section titled “Branding & customization”](#branding--customization) Hosted Widgets can be customized to match your application’s [branding](/fsa/guides/login-page-branding/). Hosted Widgets use your application logo, favicon, primary color, and more to look like an extension of your app. You can also change the Hosted Widgets URL to match your application URL by setting up a [custom domain](/guides/custom-domain/). ## Common Hosted Widgets scenarios [Section titled “Common Hosted Widgets scenarios”](#common-hosted-widgets-scenarios) What happens if a user does not have a session? If no session exists, the user is redirected automatically to the hosted login page of your application. What happens when a user logs out from Hosted Widgets? When a user logs out from Hosted Widgets, they are redirected to the hosted login page of your application. This can cause your app session and the Scalekit session to fall out of sync. We recommend one of the following approaches: * Implementing [back-channel logout](/guides/dashboard/redirects/#back-channel-logout-url) so Scalekit can notify your app about session termination. * Listening for the [user logout webhook](/apis/#webhook/userlogout) to get notified about session termination. --- # DOCUMENT BOUNDARY --- # Provision user accounts Just-In-Time (JIT) > Turn first-time SSO logins into instant, secure access Organizations where the SSO connection is set up, the enterprise users maybe yet to sign up on your application before they can access your application. Scalekit can automatically provision the user accounts as they sign in through SSO for the first time and creates a membership with an organization instantly. Your app will receive the user’s profile and organization membership details. This is called Just-in-time (JIT) provisioning. This eliminates the need for manual invitations and allows users to access your application immediately after authenticating with their identity provider. JIT is enabled by default once you [integrated](/authenticate/fsa/quickstart/) and enabled [the SSO connection](/authenticate/auth-methods/enterprise-sso/). Review the JIT provisioning sequence ## Manage JIT provisioning [Section titled “Manage JIT provisioning”](#manage-jit-provisioning) Manage JIT provisioning settings for each organization through the Scalekit Dashboard. Register organization domains to enable automatic user creation, and configure whether Scalekit should sync user attributes every time users sign in through SSO. 1. ### Register organization owned domains [Section titled “Register organization owned domains”](#register-organization-owned-domains) Register email domains for your organization to enable JIT provisioning. JIT provisioning only works for users whose email domain matches one of the organization’s registered [Organization domains](/authenticate/manage-users-orgs/organization-domains/). This ensures that only verified members of the organization can be automatically provisioned. **Contractors and external users** with non-matching domains (for eg, `joe@ext.yourapp.com`) cannot be automatically provisioned. These users must be [manually invited](/fsa/guides/user-invitations/) to join the organization. This ensures that unauthorized users cannot obtain access automatically. 2. ### Toggle JIT provisioning on or off [Section titled “Toggle JIT provisioning on or off”](#toggle-jit-provisioning-on-or-off) **JIT provisioning is enabled by default** once you [integrated](/authenticate/fsa/quickstart/) and enabled [the SSO connection](/authenticate/auth-methods/enterprise-sso/). You can toggle JIT provisioning on or off from the Scalekit Dashboard. Go to **Organizations** and select the target organization > **Single Sign On** → **Settings** → **Just-in-time provisioning** section. ![](/.netlify/images?url=_astro%2Fjit-provisioning.CWBROiBA.png\&w=2934\&h=1588\&dpl=6a3b904fcb23b100084833a2) 3. ### Keep the user profile in sync with the identity provider [Section titled “Keep the user profile in sync with the identity provider”](#keep-the-user-profile-in-sync-with-the-identity-provider) Enable **Sync user attributes during login** to keep user profiles updated. When enabled, Scalekit updates the user’s profile using attributes from the identity provider each time they authenticate. This keeps the user’s profile in Scalekit aligned with the external Identity Provider. ![](/.netlify/images?url=_astro%2Fsync-user-profile.DW9qgfGm.png\&w=2932\&h=1580\&dpl=6a3b904fcb23b100084833a2) 4. ### Using self-service Admin Portal for organization admins [Section titled “Using self-service Admin Portal for organization admins”](#using-self-service-admin-portal-for-organization-admins) Your customers (organization admins) can manage JIT provisioning settings through the Admin Portal, including registering organization-owned domains, toggling JIT provisioning on or off, and keeping user profiles in sync with the identity provider. [Generate and share Admin Portal](/guides/admin-portal/) with your customers to set up SSO for their organization. Your end customer can manage the JIT configuration in **Admin portal** > **Single Sign On** > **Settings** > **Just-in-time provisioning** section. ## Common JIT provisioning scenarios [Section titled “Common JIT provisioning scenarios”](#common-jit-provisioning-scenarios) Why isn’t a user automatically provisioned during SSO login? JIT provisioning only works for users whose email domain matches one of the organization’s registered [Organization domains](/authenticate/manage-users-orgs/organization-domains/). If a user’s email domain doesn’t match, they won’t be automatically provisioned. **Solution**: Register the user’s domain in [Organization domains](/authenticate/manage-users-orgs/organization-domains/) or [manually invite](/fsa/guides/user-invitations/) the user to join the organization. Why are user roles not assigned correctly during JIT provisioning? During JIT provisioning, users are assigned the organization’s default member role. If roles are not being assigned as expected, the default role may be missing or misconfigured for the organization. **Solution**: Review SSO connection settings for default role assignments in **Dashboard > Organizations > \[Organization] > Default role for member**. --- # DOCUMENT BOUNDARY --- # Merge user identities > Scalekit automatically merges user identities from different authentication methods, ensuring a single user profile and preventing duplicate accounts Users can sign into your application using different authentication methods. A user might authenticate with a passwordless method today and LinkedIn OAuth tomorrow. Scalekit automatically merges these identities into a single user profile. This prevents duplicate accounts and ensures a unified experience. Identity linking is how Scalekit safely deduplicates authentication methods across identity providers. Scalekit uses the **email address** as the unique identifier and access to the email inbox as the source of truth. When users prove access to their email inbox through any authentication method, Scalekit treats this as an identity. Scalekit automatically links multiple identities together using the user’s email address as the source of truth. All authentication methods for the same email address are associated with a single User object. ## Domain verification [Section titled “Domain verification”](#domain-verification) When an organization administrator verifies a domain for their organization through [allowed email domains](/authenticate/manage-users-orgs/email-domain-rules/), they prove they have access to create email inboxes. A **verified domain implies the ability to verify all users with that email domain**. When a domain is verified and an SSO connection is configured, users who sign in through an organization’s identity provider are automatically considered email verified if the domain matches. This reduces friction for your end users while maintaining security. Users who sign in through SSO with an email address that is not a verified domain are not considered verified. These users must go through the email verification process. Configure allowed email domains Learn how to set up allowed email domains for automatic organization membership and domain verification in the [email domain rules guide](/authenticate/manage-users-orgs/email-domain-rules/). ## Merge SSO identities [Section titled “Merge SSO identities”](#merge-sso-identities) Users can have multiple authentication methods. Users can also have multiple SSO credentials. This happens when a user works with multiple organizations that each require SSO authentication for all members. There is still only one User object. Users choose which organization’s SSO identity provider to use when authenticating. When users sign in through an SSO identity provider for the first time, Scalekit checks if their email domain is verified. If verified, Scalekit automatically links the SSO credential to the user’s existing account. Email verification safety still applies. When a user signs in for the first time through an SSO identity provider where the user’s email address is not a verified domain, Scalekit asks the user to verify their email before linking the SSO credential to their account. Multiple organizations Users can belong to multiple organizations, each with their own SSO configuration. Scalekit maintains a single user profile while allowing users to authenticate through different organization identity providers. --- # DOCUMENT BOUNDARY --- # Organization domains > Verify ownership of customer domains so Scalekit can route Home Realm Discovery (SSO) and SCIM provisioning to the right organization. An **organization domain** is a domain your customer owns — such as `acmecorp.com`. Proving domain ownership unlocks two key features: * **[Home Realm Discovery (SSO)](/authenticate/auth-methods/enterprise-sso/#identify-and-enforce-sso-for-organization-users)**: When a user signs in with an email address matching a registered domain, Scalekit automatically routes them to that organization’s SSO identity provider. * **[SCIM Provisioning](/authenticate/manage-users-orgs/scim-provisioning/)**: Scalekit only processes SCIM user lifecycle events (create, update, deactivate) for users whose email domain matches a registered organization domain. This ensures only the organization that owns a domain can manage those users. ## Add and verify an organization domain [Section titled “Add and verify an organization domain”](#add-and-verify-an-organization-domain) ### Via Admin Portal No-code [Section titled “Via Admin Portal ”](#via-admin-portal-) The Admin Portal gives the admin of a customer organization a self-serve way to add and verify their domain — without involving your engineering team. This is the recommended approach for production onboarding. 1. ### Enable domain verification for the organization [Section titled “Enable domain verification for the organization”](#enable-domain-verification-for-the-organization) Turn on the `Domain Verification` feature for the organization. You can do this in the Scalekit Dashboard (navigate to **Organizations** → select the organization → **Overview** → toggle **Domain Verification**), or via the API: * cURL Enable domain\_verification feature ```sh curl --request PATCH \ 'https:///api/v1/organizations//settings' \ --header 'Authorization: Bearer ' \ --header 'Content-Type: application/json' \ --data '{ "features": [{ "name": "domain_verification", "enabled": true }] }' ``` * Node.js Enable domain\_verification feature ```ts 1 await scalekit.organization.updateOrganizationSettings(organizationId, { 2 features: [{ name: 'domain_verification', enabled: true }], 3 }); ``` * Python Enable domain\_verification feature ```python 1 scalekit_client.organization.update_organization_settings( 2 organization_id, 3 [{"name": "domain_verification", "enabled": True}], 4 ) ``` * Go Enable domain\_verification feature ```go 1 err = scalekitClient.Organization.UpdateOrganizationSettings( 2 ctx, 3 organizationID, 4 scalekit.OrganizationSettings{ 5 Features: []scalekit.OrganizationSettingsFeature{ 6 {Name: "domain_verification", Enabled: true}, 7 }, 8 }, 9 ) ``` * Java Enable domain\_verification feature ```java 1 scalekitClient.organizations().updateOrganizationSettings( 2 organizationId, 3 List.of(new Feature().setName("domain_verification").setEnabled(true)) 4 ); ``` 2. ### Generate an Admin Portal link and embed in your app [Section titled “Generate an Admin Portal link and embed in your app”](#generate-an-admin-portal-link-and-embed-in-your-app) Generate an admin portal link and embed in your application: * cURL Generate portal link for domain verification ```sh curl 'https:///api/v1/organizations//portal_links' \ --header 'Authorization: Bearer ' ``` * Node.js Generate portal link for domain verification ```ts 1 const link = await scalekit.organization.generatePortalLink(organizationId); 2 // Redirect the org admin to link.location ``` * Python Generate portal link for domain verification ```python 1 link = scalekit_client.organization.generate_portal_link(organization_id) 2 # Redirect the org admin to link.location ``` * Go Generate portal link for domain verification ```go 1 link, err := scalekitClient.Organization().GeneratePortalLink(ctx, organizationID) 2 // Redirect the org admin to link.Link.Location ``` * Java Generate portal link for domain verification ```java 1 Link link = scalekitClient.organizations().generatePortalLink( 2 organizationId, 3 Arrays.asList(Feature.domain_verification) 4 ); 5 // Redirect the org admin to link.getLocation() ``` 3. ### Organization admin adds the domain and publishes the DNS record [Section titled “Organization admin adds the domain and publishes the DNS record”](#organization-admin-adds-the-domain-and-publishes-the-dns-record) The admin opens the portal link, clicks **Add domain**, and enters their domain name. The portal displays the TXT record to add and verify domain ownership. The admin adds this record in their DNS provider (e.g., Cloudflare, Route 53, GoDaddy). Propagation typically takes a few minutes but can take up to 48 hours. ![Domain verification via admin portal](/.netlify/images?url=_astro%2F2026-05-26-19-01-37.C8CAmZIi.png\&w=2196\&h=1596\&dpl=6a3b904fcb23b100084833a2) 4. ### Scalekit verifies the DNS record [Section titled “Scalekit verifies the DNS record”](#scalekit-verifies-the-dns-record) Scalekit polls the domain’s DNS automatically. Once the TXT record is detected, the domain status changes to **Verified** and SSO routing and SCIM become active. ### Via Hosted Widgets No-code [Section titled “Via Hosted Widgets ”](#via-hosted-widgets-) Firstly, turn on the `Domain Verification` feature for the organization. Then, redirect the end users to [Hosted widgets](/authenticate/manage-users-orgs/hosted-widgets/) to manage their organization’s domains. The domain verification flow inside the widget is identical to the Admin Portal: the user enters a domain, the widget displays the TXT record to publish, and Scalekit verifies in the background. ![Domain verification via hosted widgets](/.netlify/images?url=_astro%2F2026-05-26-19-06-40.DKn_DLNP.png\&w=2932\&h=1598\&dpl=6a3b904fcb23b100084833a2) ### Via Scalekit Dashboard No-code [Section titled “Via Scalekit Dashboard ”](#via-scalekit-dashboard-) Your team can add organization domains directly from the Scalekit Dashboard, useful for initial setup or when you have already verified ownership through other means. 1. Go to **Dashboard > Organizations** and select the target organization. 2. Navigate to **Overview** > **Organization Domains**. 3. Click **Add domain** and enter the domain name. ![Domain verification via dashboard](/.netlify/images?url=_astro%2F2026-05-26-19-09-32.CbEgDZch.png\&w=2918\&h=1580\&dpl=6a3b904fcb23b100084833a2) Domains added this way are marked as **Admin-verified**, no DNS verification is required. They become active for SSO routing and SCIM immediately. ### Via API API [Section titled “Via API ”](#via-api-) Add and manage organization domains programmatically. Domains created via the API are also **Admin-verified** by default, no DNS verification is required. Use this when you have already confirmed domain ownership through another process and want to activate SSO routing or SCIM immediately. * cURL Manage organization domains ```sh # 1. Add an organization domain curl 'https:///api/v1/organizations//domains' \ --request POST \ --header 'Authorization: Bearer ' \ --header 'Content-Type: application/json' \ --data '{ "domain": "acmecorp.com", "domain_type": "ORGANIZATION_DOMAIN" }' # 2. List all organization domains curl 'https:///api/v1/organizations//domains?domain_type=ORGANIZATION_DOMAIN' \ --header 'Authorization: Bearer ' # 3. Get details of a specific domain curl 'https:///api/v1/organizations//domains/' \ --header 'Authorization: Bearer ' # 4. Delete a domain curl 'https:///api/v1/organizations//domains/' \ --request DELETE \ --header 'Authorization: Bearer ' ``` * Node.js Manage organization domains ```ts 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new Scalekit( 4 process.env.SCALEKIT_ENVIRONMENT_URL, 5 process.env.SCALEKIT_CLIENT_ID, 6 process.env.SCALEKIT_CLIENT_SECRET, 7 ); 8 9 // 1. Add an organization domain 10 const newDomain = await scalekit.organization.createDomain(organizationId, { 11 domain: 'acmecorp.com', 12 domainType: 'ORGANIZATION_DOMAIN', 13 }); 14 // newDomain.txtRecordKey and newDomain.txtRecordSecret contain the DNS record values 15 16 // 2. List all organization domains 17 const { domains } = await scalekit.organization.listDomains(organizationId, { 18 domainType: 'ORGANIZATION_DOMAIN', 19 }); 20 21 // 3. Get a specific domain 22 const domain = await scalekit.organization.getDomain(organizationId, domainId); 23 24 // 4. Delete a domain 25 await scalekit.organization.deleteDomain(organizationId, domainId); ``` * Python Manage organization domains ```python 1 from scalekit import Scalekit 2 import os 3 4 scalekit_client = Scalekit( 5 environment_url=os.environ.get("SCALEKIT_ENVIRONMENT_URL"), 6 client_id=os.environ.get("SCALEKIT_CLIENT_ID"), 7 client_secret=os.environ.get("SCALEKIT_CLIENT_SECRET"), 8 ) 9 10 # 1. Add an organization domain 11 new_domain = scalekit_client.organization.create_domain( 12 organization_id, 13 domain="acmecorp.com", 14 domain_type="ORGANIZATION_DOMAIN", 15 ) 16 # new_domain.txt_record_key and new_domain.txt_record_secret contain the DNS record values 17 18 # 2. List all organization domains 19 domains = scalekit_client.organization.list_domains( 20 organization_id, domain_type="ORGANIZATION_DOMAIN" 21 ) 22 23 # 3. Get a specific domain 24 domain = scalekit_client.organization.get_domain(organization_id, domain_id) 25 26 # 4. Delete a domain 27 scalekit_client.organization.delete_domain(organization_id, domain_id) ``` * Go Manage organization domains ```go 1 import ( 2 "context" 3 "os" 4 5 "github.com/scalekit/sdk-go" 6 ) 7 8 scalekitClient := scalekit.New( 9 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 10 os.Getenv("SCALEKIT_CLIENT_ID"), 11 os.Getenv("SCALEKIT_CLIENT_SECRET"), 12 ) 13 14 ctx := context.Background() 15 16 // 1. Add an organization domain 17 newDomain, err := scalekitClient.Organization().CreateDomain(ctx, organizationID, scalekit.CreateDomainOptions{ 18 Domain: "acmecorp.com", 19 DomainType: "ORGANIZATION_DOMAIN", 20 }) 21 // newDomain.TxtRecordKey and newDomain.TxtRecordSecret contain the DNS record values 22 23 // 2. List all organization domains 24 domains, err := scalekitClient.Organization().ListDomains(ctx, organizationID, scalekit.ListDomainsOptions{ 25 DomainType: "ORGANIZATION_DOMAIN", 26 }) 27 28 // 3. Get a specific domain 29 domain, err := scalekitClient.Organization().GetDomain(ctx, organizationID, domainID) 30 31 // 4. Delete a domain 32 err = scalekitClient.Organization().DeleteDomain(ctx, organizationID, domainID) ``` * Java Manage organization domains ```java 1 import com.scalekit.client.Scalekit; 2 3 Scalekit scalekitClient = new Scalekit( 4 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 5 System.getenv("SCALEKIT_CLIENT_ID"), 6 System.getenv("SCALEKIT_CLIENT_SECRET") 7 ); 8 9 // 1. Add an organization domain 10 Domain newDomain = scalekitClient.organizations() 11 .createDomain(organizationId, new CreateDomainOptions() 12 .setDomain("acmecorp.com") 13 .setDomainType("ORGANIZATION_DOMAIN")); 14 // newDomain.getTxtRecordKey() and newDomain.getTxtRecordSecret() contain the DNS record values 15 16 // 2. List all organization domains 17 List domains = scalekitClient.organizations() 18 .listDomains(organizationId, new ListDomainsOptions() 19 .setDomainType("ORGANIZATION_DOMAIN")); 20 21 // 3. Get a specific domain 22 Domain domain = scalekitClient.organizations().getDomain(organizationId, domainId); 23 24 // 4. Delete a domain 25 scalekitClient.organizations().deleteDomain(organizationId, domainId); ``` ## Listen for organization domain events [Section titled “Listen for organization domain events”](#listen-for-organization-domain-events) Subscribe to these webhook events to react to domain lifecycle changes in your application: | Event | Fires when | | ---------------------------------------------- | ------------------------------------------------------------------ | | `organization.domain_created` | A domain is added to an organization via any method | | `organization.domain_deleted` | A domain is removed from an organization | | `organization.domain_dns_verification_success` | The DNS check confirms domain ownership | | `organization.domain_dns_verification_failed` | The DNS verification window expired without a successful DNS match | See [Organization domain events](/reference/webhooks/organization-events/#organization-domain-events) for the full event payload schema. ## Common scenarios [Section titled “Common scenarios”](#common-scenarios) How is organization domains different from allowed email domains? [Allowed email domains](/authenticate/manage-users-orgs/email-domain-rules/#configure-allowed-email-domains) let users with a matching email address see and join the organization via the organization switcher. Organization domains prove domain ownership by an organization and unlock SSO routing (Home Realm Discovery) and SCIM provisioning. The distinction is about what the domain enables, not just who can join. What happens if DNS hasn’t propagated yet? DNS propagation can take anywhere from a few minutes to 48 hours depending on the TTL and the DNS provider. Scalekit polls the domain on a scheduled interval and retries automatically until the TXT record is found or the verification window expires. The org admin can also click **Verify now** in the Admin Portal or Hosted Widget to trigger an immediate check at any time. If the window expires before the record propagates, the domain status moves to `FAILED`. Delete the domain and add it again to get a fresh verification token and restart the process. Can I verify a domain without DNS? Yes. Domains added via the Scalekit Dashboard or API are marked as **Admin-verified**, no DNS verification is required. Use this when you have already confirmed domain ownership through another process (contract, business verification, etc.) and want to activate SSO routing or SCIM immediately. --- # DOCUMENT BOUNDARY --- # Implement organization switcher > Let users switch across workspaces using prompt-based selection or direct org routing via organization ID Organization switching lets users access multiple organizations or workspaces within your application. This guide shows you how to implement organization switching using Scalekit’s built-in switcher or by building your own organization switcher in your application. This feature is essential for B2B applications where users may belong to several organizations simultaneously. Common scenarios include: * **Personal workspace to corporate workspace**: Users sign up with their organization’s email address, creating their personal workspace. Later, when their organization subscribes to your app, a new corporate workspace is created (for example, “AcmeCorp workspace”). * **Multi-organization contractors**: External consultants or contractors who belong to multiple organizations, each with their own SSO authentication policies. These users need to switch between different client organizations while maintaining secure access to each workspace. ![](/.netlify/images?url=_astro%2F1-switcher.BmXDeGKX.png\&w=2940\&h=1662\&dpl=6a3b904fcb23b100084833a2) ## Default organization switching behavior [Section titled “Default organization switching behavior”](#default-organization-switching-behavior) When users belong to multiple organizations, Scalekit automatically handles organization switching during the authentication flow: 1. Users click **Sign In** on your application. 2. Your application redirects users to Scalekit’s sign-in page. 3. Users authenticate using one of the available sign-in methods. 4. Scalekit displays a list of organizations that users belong to. 5. Users select the organization they want to sign in to. 6. Users are redirected to the organization’s workspace and signed in. Note For organizations with Single Sign-On (SSO) enabled on a verified domain, the sign-in flow is automated. When a user enters their work email address, Scalekit redirects them to their organization’s identity provider to sign in. The organization selection step is skipped. Scalekit provides built-in support for organization switching through automatic organization detection, a hosted organization switcher UI, and secure session management. Each organization maintains its own authentication context and policies. ## Control organization switching behavior [Section titled “Control organization switching behavior”](#control-organization-switching-behavior) You can customize the organization switcher’s behavior by adding query parameters when generating the authorization URL. These parameters give you precise control over how users navigate between organizations. ### Display organization switcher [Section titled “Display organization switcher”](#display-organization-switcher) Add the `prompt: 'select_account'` parameter when generating the authorization URL. This forces Scalekit to display a list of organizations the user belongs to, even if they’re already signed in. * Node.js Express.js ```diff 1 // Use case: Show organization switcher after user authentication 2 const redirectUri = 'http://localhost:3000/api/callback'; 3 const options = { 4 scopes: ['openid', 'profile', 'email', 'offline_access'], 5 prompt: 'select_account' 6 }; 7 8 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options); 9 10 res.redirect(authorizationUrl); ``` * Python Flask ```diff 1 # Use case: Show organization switcher after user authentication 2 from scalekit import AuthorizationUrlOptions 3 4 redirect_uri = 'http://localhost:3000/api/callback' 5 options = AuthorizationUrlOptions() 6 options.scopes = ['openid', 'profile', 'email', 'offline_access'] 7 options.prompt = 'select_account' 8 9 authorization_url = scalekit.get_authorization_url(redirect_uri, options) 10 return redirect(authorization_url) ``` * Go Gin ```diff 1 // Use case: Show organization switcher after user authentication 2 redirectUri := "http://localhost:3000/api/callback" 3 options := scalekit.AuthorizationUrlOptions{ 4 Scopes: []string{"openid", "profile", "email", "offline_access"}, 5 +Prompt: "select_account", 6 } 7 8 authorizationUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options) 9 if err != nil { 10 // handle error appropriately 11 panic(err) 12 } 13 14 c.Redirect(http.StatusFound, authorizationUrl.String()) ``` * Java Spring ```diff 1 // Use case: Show organization switcher after user authentication 2 import com.scalekit.internal.http.AuthorizationUrlOptions; 3 import java.net.URL; 4 import java.util.Arrays; 5 6 String redirectUri = "http://localhost:3000/api/callback"; 7 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 8 +options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access")); 9 options.setPrompt("select_account"); 10 11 URL authorizationUrl = scalekit.authentication().getAuthorizationUrl(redirectUri, options); ``` This displays the organization switcher UI where users can choose which organization to access. ### Switch users directly to a specific organization [Section titled “Switch users directly to a specific organization”](#switch-users-directly-to-a-specific-organization) To bypass the organization switcher and directly authenticate users into a specific organization, include both the `prompt: 'select_account'` parameter and the `organizationId` parameter: * Node.js Express.js ```diff 1 // Use case: Directly route users to a specific organization 2 const redirectUri = 'http://localhost:3000/api/callback'; 3 const options = { 4 scopes: ['openid', 'profile', 'email', 'offline_access'], 5 prompt: 'select_account', 6 organizationId: 'org_1233434' 7 }; 8 9 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options); 10 11 res.redirect(authorizationUrl); ``` * Python Flask ```diff 1 # Use case: Directly route users to a specific organization 2 from scalekit import AuthorizationUrlOptions 3 4 redirect_uri = 'http://localhost:3000/api/callback' 5 options = AuthorizationUrlOptions() 6 options.scopes = ['openid', 'profile', 'email', 'offline_access'] 7 options.prompt = 'select_account' 8 options.organization_id = 'org_1233434' 9 10 authorization_url = scalekit.get_authorization_url(redirect_uri, options) 11 return redirect(authorization_url) ``` * Go Gin ```diff 1 // Use case: Directly route users to a specific organization 2 redirectUri := "http://localhost:3000/api/callback" 3 options := scalekit.AuthorizationUrlOptions{ 4 +Scopes: []string{"openid", "profile", "email", "offline_access"}, 5 +Prompt: "select_account", 6 OrganizationId: "org_1233434", 7 } 8 9 authorizationUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options) 10 if err != nil { 11 // handle error appropriately 12 panic(err) 13 } 14 15 c.Redirect(http.StatusFound, authorizationUrl.String()) ``` * Java Spring ```diff 1 // Use case: Directly route users to a specific organization 2 import com.scalekit.internal.http.AuthorizationUrlOptions; 3 import java.net.URL; 4 import java.util.Arrays; 5 6 String redirectUri = "http://localhost:3000/api/callback"; 7 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 8 +options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access")); 9 +options.setPrompt("select_account"); 10 options.setOrganizationId("org_1233434"); 11 12 URL authorizationUrl = scalekit.authentication().getAuthorizationUrl(redirectUri, options); ``` When you include both parameters, Scalekit will: * **If the user is already authenticated**: Directly sign them into the specified organization * **If the user needs to authenticate**: First authenticate the user, then sign them into the specified organization ## Organization switching parameters [Section titled “Organization switching parameters”](#organization-switching-parameters) Use these parameters to control the organization switching behavior: | Parameter | Description | Example | | ---------------------------------------------- | ---------------------------------- | ---------------------------------------------------------------------------- | | `prompt=select_account` | Shows the organization switcher UI | Forces organization selection even for authenticated users | | `prompt=select_account&organizationId=org_123` | Direct organization access | Bypasses switcher and authenticates directly into the specified organization | Tip The `organizationId` parameter works only when combined with `prompt=select_account`. Using `organizationId` alone will not have the desired effect. --- # DOCUMENT BOUNDARY --- # Provision users and groups with SCIM > Automate user and group lifecycle management using SCIM provisioning Scalekit supports user and group provisioning using the [SCIM protocol](/directory/guides/user-provisioning-basics/), allowing your customers to manage access to their organization in your app directly from their directory provider. With SCIM, the directory becomes the source of truth for organization membership, user profile attributes, and access — eliminating manual invites, role drift, and delayed deprovisioning. SCIM ensures that access to your application always reflects the organization’s directory state, from onboarding to offboarding. Using SCIM, your customers can: * Add users to their organization * Keep user attributes (like name, email or role) in sync * Remove users from their organization * Control application roles through directory group membership SCIM provisioning enables end-to-end lifecycle management, ensuring access is granted, updated, and revoked automatically as users move through the organization. *** ### Who should use SCIM provisioning? [Section titled “Who should use SCIM provisioning?”](#who-should-use-scim-provisioning) SCIM provisioning is recommended for: * Enterprise customers that require **centralized identity management** * Teams already using a directory provider like Okta, Azure AD (Entra ID), or Google Workspace * Customers that need **group-based access control** and automated deprovisioning *** Review the SCIM provisioning flow ### Manage SCIM provisioning [Section titled “Manage SCIM provisioning”](#manage-scim-provisioning) 1. ## Register organization-owned domains [Section titled “Register organization-owned domains”](#register-organization-owned-domains) Register the email domains owned by the organization. SCIM provisioning only works for users whose email domain matches one of the organization’s registered [Organization domains](/authenticate/manage-users-orgs/organization-domains/). This ensures that only verified members of the organization can be automatically provisioned. **Contractors and external users** with non-matching domains (e.g., `joe@ext.yourapp.com`) cannot be automatically provisioned via SCIM. These users must be [manually invited](/fsa/guides/user-invitations/) to join the organization. This ensures that unauthorized users cannot obtain access automatically. Navigate to **Dashboard** > **Organizations** and select the target organization > **Overview** > **Organization Domains** section to register organization domains. 2. ## Enable SCIM provisioning for the organization [Section titled “Enable SCIM provisioning for the organization”](#enable-scim-provisioning-for-the-organization) SCIM provisioning should be enabled for the target organization either through the Scalekit Dashboard or the self-service [Admin Portal](/guides/admin-portal/). Follow the detailed setup instructions [here](/guides/user-management/scim-provisioning/). 3. ## Provision users and groups from the directory [Section titled “Provision users and groups from the directory”](#provision-users-and-groups-from-the-directory) Once SCIM provisioning is enabled for the organization, the directory becomes the system of record for that organization in your app. Organization administrators can manage access directly from their IdP by: * Assigning users or groups to your application * Updating user profile attributes * Removing users or groups to revoke access 4. ## Group-based role assignment [Section titled “Group-based role assignment”](#group-based-role-assignment) Scalekit supports assigning roles to users in your app based on directory group membership. This enables consistent, policy-driven access control managed entirely from the directory provider. * Map directory groups to application roles in Scalekit * Users receive roles automatically when added to mapped groups * Roles are revoked when users are removed from those groups Note Users without an explicit role mapping are assigned the organization’s default member role. This applies when: * A directory group is not mapped to a role, or * A provisioned user is not a member of any mapped group 5. ## User attribute mapping [Section titled “User attribute mapping”](#user-attribute-mapping) Scalekit automatically maps the following user attributes from the directory to the Scalekit user profile: * `email` * `preferred_username` * `name` * `given_name` * `family_name` * `picture` * `phone_number` * `locale` * `custom_attributes` When attributes change in the directory, Scalekit updates the user profile automatically during SCIM synchronization. *** ### Supported directory providers [Section titled “Supported directory providers”](#supported-directory-providers) Scalekit supports SCIM provisioning with common enterprise directory providers including Okta, Entra ID (Azure AD), and Google Workspace. See the full list of supported providers [here](/guides/integrations/scim-integrations/). *** ### Common SCIM provisioning scenarios [Section titled “Common SCIM provisioning scenarios”](#common-scim-provisioning-scenarios) Why isn’t a user appearing in Scalekit after SCIM sync? Check the following: * The user is assigned to the Scalekit application in the directory * The user has an email address defined in the directory * The user’s email domain matches a registered organization domain * The SCIM bearer token is valid and active If a user’s email is changed in the directory, will this be reflected on the user’s email in Scalekit? No. Scalekit treats email as an immutable, unique identifier. If a directory attempts to update a user’s email, the SCIM update request will be rejected. Can user lifecycle management happen only via SCIM if a user is provisioned through a SCIM connection? No. SCIM is not an exclusive control plane. Even if a user is provisioned via a SCIM connection, you can still manage that user using Scalekit APIs or SDKs. Scalekit follows a **last-write-wins** model. The most recent action — whether it comes from SCIM or from an API/SDK call — will be reflected on the user. This model gives you flexibility to: * Perform administrative or break-glass actions from your application * Run migrations or bulk updates using APIs * Rely on SCIM for ongoing, automated lifecycle management Can both SSO and SCIM work for an organization? Yes. SSO handles authentication (how users log in), while SCIM handles lifecycle management (how users are created, updated, and removed). They are complementary and commonly used together. --- # DOCUMENT BOUNDARY --- # MCP Servers - Additional Reading > Explore advanced topics for MCP servers, including OAuth 2.1 flows, scope design, dynamic client registration, and security best practices. MCP Clients that want to get authorized to access your MCP Server need to follow either of the below OAuth 2.1 Flows Supported by Scalekit. ## OAuth 2.1 Flows Supported [Section titled “OAuth 2.1 Flows Supported”](#oauth-21-flows-supported) ### Authorization Code Flow [Section titled “Authorization Code Flow”](#authorization-code-flow) Ideal when an AI agent or MCP Client acts on behalf of a human user: ```javascript 1 // Step 1: Redirect user to authorization server 2 const authURL = new URL('https://your-org.scalekit.com/oauth/authorize'); 3 authURL.searchParams.set('response_type', 'code'); 4 authURL.searchParams.set('client_id', 'your-client-id'); 5 authURL.searchParams.set('redirect_uri', 'https://your-app.com/callback'); 6 authURL.searchParams.set('scope', 'mcp:tools:calendar:read mcp:tools:email:send'); 7 authURL.searchParams.set('state', generateSecureRandomString()); 8 authURL.searchParams.set('code_challenge', generatePKCEChallenge()); 9 authURL.searchParams.set('code_challenge_method', 'S256'); 10 11 // Step 2: Handle callback and exchange code for token 12 app.get('/callback', async (req, res) => { 13 const { code, state } = req.query; 14 15 // Verify state parameter to prevent CSRF 16 if (!isValidState(state)) { 17 return res.status(400).json({ error: 'Invalid state parameter' }); 18 } 19 20 const tokenResponse = await fetch('https://your-org.scalekit.com/oauth/token', { 21 method: 'POST', 22 headers: { 'Content-Type': 'application/x-www-form-urlencoded' }, 23 body: new URLSearchParams({ 24 grant_type: 'authorization_code', 25 code, 26 client_id: 'your-client-id', 27 redirect_uri: 'https://your-app.com/callback', 28 code_verifier: getPKCEVerifier() // From PKCE challenge generation 29 }) 30 }); 31 32 const tokens = await tokenResponse.json(); 33 // Store tokens securely and proceed with MCP calls 34 }); ``` ### Client Credentials Flow [Section titled “Client Credentials Flow”](#client-credentials-flow) Perfect for automated agents that don’t represent a specific user but want to access your MCP Server on their own behalf. This is typically used for Machine-to-Machine (M2M) authentication. ```javascript 1 const getMachineToken = async () => { 2 const response = await fetch('https://your-org.scalekit.com/oauth/token', { 3 method: 'POST', 4 headers: { 'Content-Type': 'application/x-www-form-urlencoded' }, 5 body: new URLSearchParams({ 6 grant_type: 'client_credentials', 7 client_id: 'your-service-client-id', 8 client_secret: 'your-service-client-secret', 9 scope: 'mcp:tools:inventory:check mcp:resources:store-data', 10 audience: 'https://your-mcp-server.com', 11 }) 12 }); 13 14 return await response.json(); 15 }; ``` ## Scope Design Best Practices [Section titled “Scope Design Best Practices”](#scope-design-best-practices) Design OAuth scopes that reflect your MCP server’s actual capabilities and security requirements: ### Hierarchical Scopes [Section titled “Hierarchical Scopes”](#hierarchical-scopes) ```javascript 1 // Resource-based scopes 2 'mcp:resources:customer-data:read' // Read customer data 3 'mcp:resources:customer-data:write' // Modify customer data 4 'mcp:resources:*' // All resources (admin-level) 5 6 // Tool-based scopes 7 'mcp:tools:weather' // Weather API access 8 'mcp:tools:calendar:read' // Read calendar events 9 'mcp:tools:calendar:write' // Create/modify calendar events 10 'mcp:tools:email:send' // Send emails 11 'mcp:tools:*' // All tools access 12 13 // Action-based scopes 14 'mcp:exec:workflows:risk-assessment' // Execute risk assessment workflow 15 'mcp:exec:functions:data-analysis' // Run data analysis functions ``` ### Scope Validation Helpers [Section titled “Scope Validation Helpers”](#scope-validation-helpers) ```javascript 1 const ScopeValidator = { 2 hasScope: (userScopes, requiredScope) => { 3 return userScopes.includes(requiredScope) || 4 userScopes.includes(requiredScope.split(':').slice(0, -1).join(':') + ':*'); 5 }, 6 7 hasAnyScope: (userScopes, allowedScopes) => { 8 return allowedScopes.some(scope => ScopeValidator.hasScope(userScopes, scope)); 9 }, 10 11 validateToolAccess: (userScopes, toolName) => { 12 const toolScope = `mcp:tools:${toolName}`; 13 const wildcardScope = 'mcp:tools:*'; 14 return userScopes.includes(toolScope) || userScopes.includes(wildcardScope); 15 } 16 }; 17 18 // Usage in MCP tool handlers 19 app.post('/mcp/tools/:toolName', (req, res) => { 20 const { toolName } = req.params; 21 const userScopes = req.auth.scopes; 22 23 if (!ScopeValidator.validateToolAccess(userScopes, toolName)) { 24 return res.status(403).json({ 25 error: 'insufficient_scope', 26 error_description: `Access to tool '${toolName}' requires appropriate scope` 27 }); 28 } 29 30 // Process tool request 31 }); ``` ## Dynamic Client Registration [Section titled “Dynamic Client Registration”](#dynamic-client-registration) Scalekit supports Dynamic Client Registration (DCR) to enable seamless integration for new MCP clients that want to connect to your MCP Server. MCP clients can auto-register using DCR: ```javascript 1 // MCP clients can auto-register using DCR 2 const registerClient = async (clientMetadata) => { 3 const response = await fetch('https://your-org.scalekit.com/resource-server/oauth/register', { 4 method: 'POST', 5 headers: { 'Content-Type': 'application/json' }, 6 body: JSON.stringify({ 7 client_name: 'AI Sales Assistant', 8 client_uri: 'https://sales-ai.company.com', 9 redirect_uris: ['https://sales-ai.company.com/oauth/callback'], 10 grant_types: ['authorization_code', 'refresh_token'], 11 response_types: ['code'], 12 scope: 'mcp:tools:crm:read mcp:tools:email:send', 13 audience: 'https://your-mcp-server.com', 14 token_endpoint_auth_method: 'client_secret_basic', 15 ...clientMetadata 16 }) 17 }); 18 19 return await response.json(); 20 // Returns: { client_id, client_secret, client_id_issued_at, ... } 21 }; ``` ## Security Implementation [Section titled “Security Implementation”](#security-implementation) ### Rate Limiting by Client [Section titled “Rate Limiting by Client”](#rate-limiting-by-client) Implement client-specific rate limits: ```javascript 1 import rateLimit from 'express-rate-limit'; 2 3 const createClientRateLimit = () => { 4 return rateLimit({ 5 windowMs: 15 * 60 * 1000, // 15 minutes 6 limit: (req) => { 7 // Different limits based on client type or scopes 8 const scopes = req.auth?.scopes || []; 9 if (scopes.includes('mcp:tools:*')) return 1000; // Premium client 10 if (scopes.includes('mcp:tools:basic')) return 100; // Basic client 11 return 50; // Default limit 12 }, 13 keyGenerator: (req) => req.auth?.clientId || req.ip, 14 message: { 15 error: 'rate_limit_exceeded', 16 error_description: 'Too many requests from this client' 17 } 18 }); 19 }; 20 21 app.use('/mcp', createClientRateLimit()); ``` ### Comprehensive Logging [Section titled “Comprehensive Logging”](#comprehensive-logging) Track all OAuth and MCP interactions: ```javascript 1 const auditLogger = { 2 logTokenRequest: (clientId, grantType, scopes, success) => { 3 console.log(JSON.stringify({ 4 event: 'oauth_token_request', 5 timestamp: new Date().toISOString(), 6 client_id: clientId, 7 grant_type: grantType, 8 requested_scopes: scopes, 9 success 10 })); 11 }, 12 13 logMCPAccess: (req, toolName, success, error = null) => { 14 console.log(JSON.stringify({ 15 event: 'mcp_tool_access', 16 timestamp: new Date().toISOString(), 17 user_id: req.auth?.userId, 18 client_id: req.auth?.clientId, 19 tool_name: toolName, 20 scopes: req.auth?.scopes, 21 success, 22 error: error?.message, 23 ip_address: req.ip, 24 user_agent: req.get('User-Agent') 25 })); 26 } 27 }; 28 29 // Use in your MCP handlers 30 app.post('/mcp/tools/:toolName', async (req, res) => { 31 const { toolName } = req.params; 32 33 try { 34 // Process tool request 35 const result = await processToolRequest(toolName, req.body); 36 37 auditLogger.logMCPAccess(req, toolName, true); 38 res.json(result); 39 } catch (error) { 40 auditLogger.logMCPAccess(req, toolName, false, error); 41 res.status(500).json({ error: 'Tool execution failed' }); 42 } 43 }); ``` ### Health Check Endpoints [Section titled “Health Check Endpoints”](#health-check-endpoints) Monitor your MCP server and authorization integration: ```javascript 1 app.get('/health', async (req, res) => { 2 const health = { 3 status: 'healthy', 4 timestamp: new Date().toISOString(), 5 services: { 6 mcp_server: 'healthy', 7 oauth_server: 'unknown' 8 } 9 }; 10 11 try { 12 // Test OAuth server connectivity 13 const oauthTest = await fetch('https://your-org.scalekit.com/.well-known/oauth-authorization-server'); 14 health.services.oauth_server = oauthTest.ok ? 'healthy' : 'degraded'; 15 } catch (error) { 16 health.services.oauth_server = 'unhealthy'; 17 health.status = 'degraded'; 18 } 19 20 const statusCode = health.status === 'healthy' ? 200 : 503; 21 res.status(statusCode).json(health); 22 }); ``` ## Troubleshooting [Section titled “Troubleshooting”](#troubleshooting) ### Common Issues and Solutions [Section titled “Common Issues and Solutions”](#common-issues-and-solutions) **Token Validation Failures** ```javascript 1 // Debug token validation issues 2 const debugTokenValidation = async (token) => { 3 try { 4 // Check token structure 5 const [header, payload, signature] = token.split('.'); 6 console.log('Token Header:', JSON.parse(atob(header))); 7 console.log('Token Payload:', JSON.parse(atob(payload))); 8 9 // Validate with detailed error info 10 await jwtVerify(token, JWKS, { 11 issuer: 'https://your-org.scalekit.com', 12 audience: 'https://your-mcp-server.com' 13 }); 14 } catch (error) { 15 console.error('Token validation error:', { 16 name: error.name, 17 message: error.message, 18 code: error.code 19 }); 20 } 21 }; ``` **CORS Issues with Authorization Server** ```javascript 1 // Configure CORS for OAuth endpoints 2 app.use('/oauth', cors({ 3 origin: 'https://your-org.scalekit.com', 4 credentials: true, 5 methods: ['GET', 'POST', 'OPTIONS'], 6 allowedHeaders: ['Authorization', 'Content-Type', 'MCP-Protocol-Version'] 7 })); ``` **Scope Permission Debugging** ```javascript 1 const debugScopes = (req, res, next) => { 2 console.log('Request Scopes:', { 3 user_scopes: req.auth?.scopes, 4 required_scope: req.requiredScope, 5 has_permission: req.auth?.scopes?.includes(req.requiredScope) 6 }); 7 next(); 8 }; ``` ### Error Response Standards [Section titled “Error Response Standards”](#error-response-standards) Follow OAuth 2.1 and MCP error response formats: ```javascript 1 const sendOAuthError = (res, error, description, statusCode = 400) => { 2 res.status(statusCode).json({ 3 error, 4 error_description: description, 5 error_uri: 'https://your-mcp-server.com/docs/errors' 6 }); 7 }; 8 9 // Usage examples 10 app.use((error, req, res, next) => { 11 if (error.name === 'TokenExpiredError') { 12 return sendOAuthError(res, 'invalid_token', 'Access token has expired', 401); 13 } 14 15 if (error.name === 'InsufficientScopeError') { 16 return sendOAuthError(res, 'insufficient_scope', `Required scope: ${error.requiredScope}`, 403); 17 } 18 19 // Default error 20 sendOAuthError(res, 'server_error', 'An unexpected error occurred', 500); 21 }); ``` ## Advanced Configuration [Section titled “Advanced Configuration”](#advanced-configuration) ### Custom Scope Mapping [Section titled “Custom Scope Mapping”](#custom-scope-mapping) Map OAuth scopes to internal permissions: ```javascript 1 const scopePermissionMap = { 2 'mcp:tools:weather': ['weather:read'], 3 'mcp:tools:calendar:read': ['calendar:events:read'], 4 'mcp:tools:calendar:write': ['calendar:events:read', 'calendar:events:write'], 5 'mcp:tools:email:send': ['email:send', 'contacts:read'], 6 'mcp:resources:customer-data': ['customers:read', 'customers:write'] 7 }; 8 9 const getPermissionsFromScopes = (scopes) => { 10 const permissions = new Set(); 11 scopes.forEach(scope => { 12 const scopePermissions = scopePermissionMap[scope] || []; 13 scopePermissions.forEach(permission => permissions.add(permission)); 14 }); 15 return Array.from(permissions); 16 }; ``` ### Refresh Token Management [Section titled “Refresh Token Management”](#refresh-token-management) Handle token refresh for long-running agents: ```javascript 1 const TokenManager = { 2 async refreshToken(refreshToken) { 3 const response = await fetch('https://your-org.scalekit.com/oauth2/token', { 4 method: 'POST', 5 headers: { 'Content-Type': 'application/x-www-form-urlencoded' }, 6 body: new URLSearchParams({ 7 grant_type: 'refresh_token', 8 refresh_token: refreshToken, 9 client_id: 'your-client-id', 10 client_secret: 'your-client-secret' 11 }) 12 }); 13 14 return await response.json(); 15 }, 16 17 async autoRefreshWrapper(tokenStore, makeRequest) { 18 try { 19 return await makeRequest(tokenStore.accessToken); 20 } catch (error) { 21 if (error.status === 401) { 22 // Token expired, try refresh 23 const newTokens = await this.refreshToken(tokenStore.refreshToken); 24 tokenStore.accessToken = newTokens.access_token; 25 tokenStore.refreshToken = newTokens.refresh_token; 26 27 // Retry original request 28 return await makeRequest(tokenStore.accessToken); 29 } 30 throw error; 31 } 32 } 33 }; ``` --- # DOCUMENT BOUNDARY --- # MCP authentication patterns > Authentication patterns: Human users via OAuth Authorization Code flow, autonomous agents via Client Credentials flow, and downstream integrations using API keys, OAuth, or token cascading Scalekit provides secure authentication for MCP servers across three distinct patterns, each corresponding to different interaction models and trust boundaries. Understanding which pattern applies to your use case ensures you implement the right security model for your MCP server architecture. This guide covers all three authentication patterns: human-to-MCP interactions, agent-to-MCP communication, and MCP-to-downstream integrations. Each pattern uses different OAuth 2.1 flows and has specific configuration requirements explained with sequence diagrams and practical guidance. ## Pattern comparison [Section titled “Pattern comparison”](#pattern-comparison) Understanding the differences between these patterns helps you choose the right approach for your architecture. Each pattern serves specific use cases and has different security characteristics. | Aspect | Human → MCP | Agent/Machine → MCP | MCP → Downstream | | -------------------- | ---------------------------------------------- | -------------------------------------- | -------------------------------------- | | **Actor** | Human using AI host (Claude, ChatGPT, VS Code) | Autonomous agent or service | MCP Server making backend calls | | **OAuth Flow** | Authorization Code | Client Credentials | Varies by sub-pattern | | **Initiator** | User interaction in MCP client | Programmatic request | MCP server implementation code | | **Token Lifetime** | Medium (typically hours) | Configurable (typically long-lived) | Depends on downstream system | | **User Consent** | Required during authorization flow | Not applicable (pre-configured) | Not applicable | | **Scope Assignment** | During consent prompt | At client registration | At implementation time | | **Best For** | Interactive human workflows | Scheduled tasks, autonomous operations | Backend integration with APIs/services | | **Complexity** | Medium (handles browser flow) | Low (direct token request) | Varies (simple to complex) | ## Pattern 1: Human interacting with MCP server [Section titled “Pattern 1: Human interacting with MCP server”](#pattern-1-human-interacting-with-mcp-server) When a human uses a compliant MCP host application, that host acts as the OAuth client. It initiates authorization with the Scalekit Authorization Server, obtains a scoped access token, and interacts securely with the MCP Server on behalf of the user. This pattern represents the most common interaction model for real-world MCP use cases - humans interacting with an MCP server through AI host applications like Claude Desktop, VS Code, Cursor, or Windsurf, while Scalekit ensures tokens are valid, scoped, and auditable. OAuth flow summary Human-initiated MCP interactions use the **OAuth 2.1 Authorization Code Flow**. Scalekit acts as the Authorization Server, the MCP Server as the Protected Resource, and the AI host (ChatGPT, Claude, Windsurf, etc.) as the OAuth Client. ### Authorization sequence [Section titled “Authorization sequence”](#authorization-sequence) ### How it works [Section titled “How it works”](#how-it-works) 1. **Initiation** – The human configures an MCP server in their MCP client application. 2. **Challenge** – The MCP Server responds with an HTTP `401` containing a `WWW-Authenticate` header that points to the Scalekit Authorization Server. 3. **Authorization Flow** – The MCP Client opens the user’s browser to initiate the OAuth 2.1 authorization flow. During this step, the Scalekit Authorization Server handles user authentication through Magic Link & OTP, Passkeys, Social login providers (like Google, GitHub, or LinkedIn), or Enterprise SSO integrations (such as Okta, Microsoft Entra ID, or ADFS). The user is then prompted to grant consent for the requested scopes. Once approved, Scalekit returns an authorization code, which the MCP Client exchanges for an access token. 4. **Token Issuance** – Scalekit issues an OAuth 2.1 access token containing claims and scopes (for example, `todo:read`, `calendar:write`) that represent the user’s permissions. 5. **Authorized Request** – The client calls the MCP Server again, now attaching the Bearer token in the `Authorization` header. 6. **Validation and Execution** – The MCP Server validates the token issued by Scalekit and executes the requested tool. ### Implementation [Section titled “Implementation”](#implementation) #### 1. Register your MCP server in the Scalekit Dashboard [Section titled “1. Register your MCP server in the Scalekit Dashboard”](#1-register-your-mcp-server-in-the-scalekit-dashboard) Create a new MCP server in the Scalekit Dashboard to obtain your server credentials and configure authentication settings. #### 2. Implement the protected resource metadata endpoint [Section titled “2. Implement the protected resource metadata endpoint”](#2-implement-the-protected-resource-metadata-endpoint) Add a `.well-known/oauth-protected-resource` endpoint that provides your MCP server’s authentication configuration to clients. #### 3. Configure scopes for your server capabilities [Section titled “3. Configure scopes for your server capabilities”](#3-configure-scopes-for-your-server-capabilities) Define OAuth scopes that correspond to the tools and permissions your MCP server exposes. #### 4. Set up token validation middleware [Section titled “4. Set up token validation middleware”](#4-set-up-token-validation-middleware) Implement middleware to validate incoming JWT tokens from Scalekit before processing MCP tool requests. #### 5. Test the complete authentication flow [Section titled “5. Test the complete authentication flow”](#5-test-the-complete-authentication-flow) Verify the end-to-end flow works with an MCP client to ensure secure authentication. For complete implementation guidance, see the [MCP OAuth 2.1 quickstart](/authenticate/mcp/quickstart/) or framework-specific guides for [FastMCP](/authenticate/mcp/fastmcp-quickstart/), [FastAPI + FastMCP](/authenticate/mcp/fastapi-fastmcp-quickstart/), and [Express.js](/authenticate/mcp/expressjs-quickstart/). ## Pattern 2: Agent / machine interacting with MCP server [Section titled “Pattern 2: Agent / machine interacting with MCP server”](#pattern-2-agent--machine-interacting-with-mcp-server) An autonomous agent or any machine-to-machine process can directly interact with an MCP Server secured by Scalekit. In this model, the agent acts as a confidential OAuth client, authenticated using a `client_id` and `client_secret` issued by Scalekit. This pattern uses the OAuth 2.1 Client Credentials flow, allowing the agent to obtain an access token without user interaction. Tokens are scoped and time-bound, ensuring secure and auditable automation between services. OAuth flow summary The agent authenticates with Scalekit using the **OAuth 2.1 Client Credentials Flow** to obtain a scoped access token, then calls the MCP Server’s tools using that token for secure, automated communication. ### Authorization sequence [Section titled “Authorization sequence”](#authorization-sequence-1) ### Client registration [Section titled “Client registration”](#client-registration) #### 1. Navigate to the MCP Server Clients tab [Section titled “1. Navigate to the MCP Server Clients tab”](#1-navigate-to-the-mcp-server-clients-tab) Go to **[Dashboard](https://app.scalekit.com) > MCP Servers** and select your MCP Server. Click on the **Clients** tab. ![Clients tab](/.netlify/images?url=_astro%2Fmcp-client-nav.C6UPUhIu.png\&w=1148\&h=1242\&dpl=6a3b904fcb23b100084833a2) #### 2. Create a new M2M client [Section titled “2. Create a new M2M client”](#2-create-a-new-m2m-client) Click **Create Client** to start the client creation process. ![Create client](/.netlify/images?url=_astro%2Fmcp-clients-tab.UgPaVUGm.png\&w=3020\&h=1040\&dpl=6a3b904fcb23b100084833a2) #### 3. Copy your client credentials [Section titled “3. Copy your client credentials”](#3-copy-your-client-credentials) Copy the **client\_id** and **client\_secret** immediately - the secret will not be shown again for security reasons. Store these securely in your agent’s configuration. ![Client credentials](/.netlify/images?url=_astro%2Fmcp-client-sidesheet.D9KN4b5q.png\&w=3020\&h=1500\&dpl=6a3b904fcb23b100084833a2) #### 4. Configure client scopes [Section titled “4. Configure client scopes”](#4-configure-client-scopes) Optionally, set scopes (e.g., `todo:read`, `todo:write`) that correspond to the permissions configured for your MCP Server. Click **Save** to complete the setup. ### Requesting an access token [Section titled “Requesting an access token”](#requesting-an-access-token) Once you have the client credentials, the agent can request a token directly from the Scalekit Authorization Server: Request access token ```bash 1 curl --location '{{env_url}}/oauth/token' \ 2 --header 'Content-Type: application/x-www-form-urlencoded' \ 3 --data-urlencode 'grant_type=client_credentials' \ 4 --data-urlencode 'client_id={{client_id}}' \ 5 --data-urlencode 'client_secret={{secret_value}}' \ 6 --data-urlencode 'scope=todo:read todo:write' ``` Scalekit responds with a JSON payload containing the access token: Token response ```json { "access_token": "eyJhbGciOiJSUzI1NiIsInR5cCIgOiAiSldUIn0...", "token_type": "Bearer", "expires_in": 3600, "scope": "todo:read todo:write" } ``` Use the `access_token` in the `Authorization` header when calling your MCP Server’s endpoints. Token caching best practice Scalekit issues short-lived tokens that can be safely reused until they expire. Cache the token locally and request a new one shortly before expiration to maintain efficient, secure machine-to-machine communication. ### Implementation [Section titled “Implementation”](#implementation-1) #### 1. Create an M2M client for your target MCP server [Section titled “1. Create an M2M client for your target MCP server”](#1-create-an-m2m-client-for-your-target-mcp-server) Use the Scalekit Dashboard to create a Machine-to-Machine client for the MCP server you want to authenticate with. #### 2. Store client credentials securely [Section titled “2. Store client credentials securely”](#2-store-client-credentials-securely) Store the `client_id` and `client_secret` using environment variables or a secrets manager. Never hardcode credentials in your agent code. #### 3. Implement token requests in your agent [Section titled “3. Implement token requests in your agent”](#3-implement-token-requests-in-your-agent) Before making MCP calls, request access tokens using the OAuth 2.1 Client Credentials flow from the Scalekit Authorization Server. #### 4. Add token caching and refresh logic [Section titled “4. Add token caching and refresh logic”](#4-add-token-caching-and-refresh-logic) Implement caching to store tokens until they expire, and refresh them automatically to maintain uninterrupted service. #### 5. Attach tokens to MCP tool requests [Section titled “5. Attach tokens to MCP tool requests”](#5-attach-tokens-to-mcp-tool-requests) Include the access token as a Bearer token in the `Authorization` header when calling MCP server tools. For hands-on experience, use the FastMCP Todo Server from the [FastMCP quickstart](/authenticate/mcp/fastmcp-quickstart/). Create an M2M client and run your token request programmatically within your agent code. ## Pattern 3: MCP server integrating with downstream systems [Section titled “Pattern 3: MCP server integrating with downstream systems”](#pattern-3-mcp-server-integrating-with-downstream-systems) In real-world scenarios, an MCP Server often needs to make backend calls - to your own APIs, to another MCP Server, or to external APIs such as CRM, ticketing, or SaaS tools. This section explains three secure ways to perform these downstream integrations, each corresponding to a different trust boundary and authorization pattern. ### Sub-pattern 3a: Using API keys or custom tokens [Section titled “Sub-pattern 3a: Using API keys or custom tokens”](#sub-pattern-3a-using-api-keys-or-custom-tokens) Your MCP Server can communicate with internal or external backend systems that have their own authorization servers or API key-based access. In this setup, the MCP Server manages its own credentials securely (for example, in environment variables, a vault, or secrets manager) and injects them when making downstream calls. Security best practice Always store downstream API credentials securely using a secret manager. Do not expose API keys through MCP tool schemas or client-facing logs. #### Authorization sequence [Section titled “Authorization sequence”](#authorization-sequence-2) #### When to use this pattern [Section titled “When to use this pattern”](#when-to-use-this-pattern) * External APIs have their own authentication (AWS, Stripe, Twilio, etc.) * Internal systems use proprietary authentication mechanisms * Legacy systems that don’t support OAuth 2.1 * You control credential management and rotation #### Example scenario [Section titled “Example scenario”](#example-scenario) * The MCP Server stores an API key as `EXTERNAL_API_KEY` in environment variables * When a tool (e.g., `get_weather_data`) is called, your MCP server attaches the key in the request headers * The backend API validates the key and responds with data * The MCP Server processes and returns the formatted response to the client ### Sub-pattern 3b: MCP-to-MCP communication [Section titled “Sub-pattern 3b: MCP-to-MCP communication”](#sub-pattern-3b-mcp-to-mcp-communication) If you have two MCP Servers that need to communicate - for example, `crm-mcp` calling tools from `tickets-mcp` - you can follow the same authentication pattern described in **Pattern 2** above. The calling MCP Server (in this case, `crm-mcp`) acts as an autonomous agent, authenticating with the receiving MCP Server via OAuth 2.1 Client Credentials Flow. Once the token is issued by Scalekit, the calling MCP uses it to call tools exposed by the second MCP Server. #### Authorization sequence [Section titled “Authorization sequence”](#authorization-sequence-3) #### Implementation [Section titled “Implementation”](#implementation-2) The implementation follows Pattern 2 (Agent/Machine → MCP): 1. Create an M2M client for the receiving MCP server in Scalekit 2. Configure the calling MCP server with the client credentials 3. Request tokens using the Client Credentials flow 4. Call the receiving MCP’s tools with the Bearer token For detailed implementation guidance, refer to the [Pattern 2 section](#pattern-2-agent--machine-interacting-with-mcp-server) above. ### Sub-pattern 3c: Cascading the same token [Section titled “Sub-pattern 3c: Cascading the same token”](#sub-pattern-3c-cascading-the-same-token) In some cases, you may want your MCP Server to forward (or “cascade”) the same access token it received from the client - for example, when your backend system lies within the same trust boundary as the Scalekit Authorization Server and can validate the token based on its issuer, scopes, and expiry. #### Authorization sequence [Section titled “Authorization sequence”](#authorization-sequence-4) #### When to use this pattern [Section titled “When to use this pattern”](#when-to-use-this-pattern-1) Use token cascading when: * Both systems (MCP Server and backend API) trust the same Authorization Server (Scalekit) * The backend API can validate JWTs using public keys or JWKS URL * Scopes and issuer claims (`iss`, `scope`, `exp`) are sufficient to determine access * You need to preserve the original user context across service boundaries Trust boundary consideration Only cascade tokens across services that share the same trust boundary. If your backend API does not validate Scalekit-issued tokens, use a separate service credential or the Client Credentials flow (sub-pattern 3b) instead. #### Implementation requirements [Section titled “Implementation requirements”](#implementation-requirements) For the backend API to validate cascaded tokens: 1. Configure the backend to validate JWT signatures using Scalekit’s public keys 2. Verify the token’s `iss` (issuer) claim matches your Scalekit environment 3. Check the `aud` (audience) claim includes the backend API’s identifier 4. Validate the `exp` (expiration) claim to reject expired tokens 5. Verify required scopes are present in the token’s `scope` claim ## Choosing the right pattern [Section titled “Choosing the right pattern”](#choosing-the-right-pattern) Use this decision guide to select the appropriate authentication pattern for your use case: **For human users accessing MCP tools:** → Use **Pattern 1: Human → MCP** (Authorization Code Flow) **For autonomous agents or scheduled tasks:** → Use **Pattern 2: Agent/Machine → MCP** (Client Credentials Flow) **For MCP server making backend calls:** * External APIs with their own auth → Use **Pattern 3a: API Keys** * Another MCP server you control → Use **Pattern 3b: MCP-to-MCP** (Client Credentials Flow) * Backend within same trust boundary → Use **Pattern 3c: Token Cascading** ## Next steps [Section titled “Next steps”](#next-steps) Now that you understand the authentication patterns, you can: * Follow the [MCP OAuth 2.1 quickstart](/authenticate/mcp/quickstart/) to implement Pattern 1 or Pattern 2 * Explore framework-specific implementations: * [FastMCP quickstart](/authenticate/mcp/fastmcp-quickstart/) for Python with built-in provider * [FastAPI + FastMCP quickstart](/authenticate/mcp/fastapi-fastmcp-quickstart/) for custom Python middleware * [Express.js quickstart](/authenticate/mcp/expressjs-quickstart/) for Node.js/TypeScript servers * Review the [MCP authentication demos](https://github.com/scalekit-inc/mcp-auth-demos) on GitHub for complete working examples --- # DOCUMENT BOUNDARY --- # MCP Auth code samples > MCP Auth authentication examples and patterns ### [Add Auth to Node.js MCP Servers](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-node) [Add Scalekit auth to a Node.js MCP server with minimal setup. Includes a working example with user greeting.](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-node) ### [Add Auth to Python MCP Servers](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-python) [Add Scalekit auth to a Python MCP server in minutes. Includes a working example with user greeting.](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-python) ### [Secure FastMCP Apps with Auth](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/todo-fastmcp) [Build a secure FastMCP app with Scalekit. Features a complete todo list with protected endpoints and session management.](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/todo-fastmcp) --- # DOCUMENT BOUNDARY --- # Bring your own auth into your MCP server > Federated authentication system with Scalekit's OAuth 2.1 authorization layer for MCP servers If you already have an authentication system in place, you can use Scalekit as a drop-in OAuth 2.1 authorization layer for your MCP servers. This federated approach allows you to maintain your existing auth infrastructure while adding standards-compliant OAuth 2.1 authorization for MCP clients. **Why use federated authentication?** * **Preserve existing auth**: Keep your current authentication system and user management * **Standards compliance**: Add OAuth 2.1 authorization without rebuilding your auth layer * **Seamless integration**: Users authenticate with your familiar login experience * **Centralized control**: Maintain full control over user authentication and policies When an MCP client initiates authentication, Scalekit acts as a bridge between the MCP client and your existing authentication system. The flow involves redirecting users to your login endpoint, validating their identity, and passing user information back to Scalekit to complete the OAuth 2.1 flow. 1. ## Initiate authentication flow [Section titled “Initiate authentication flow”](#initiate-authentication-flow) When the MCP client starts the authentication flow by calling `/oauth/authorize` on Scalekit, Scalekit redirects the user to your configured login endpoint with two critical parameters: * `login_request_id` string : Unique identifier for this login request * `state` string : OAuth state parameter to maintain security across requests **Example redirect URL:** ```sh https:///login?login_request_id=&state= ``` 2. ## Authenticate the user in your system [Section titled “Authenticate the user in your system”](#authenticate-the-user-in-your-system) When the user lands on your login page, process authentication using your existing logic?whether that’s username/password, SSO, biometric authentication, or any other method your system supports. After successful authentication, make a secure backend-to-backend POST request to Scalekit with the authenticated user’s information. Send user details to Scalekit ```bash curl --location '/api/v1/connections//auth-requests//user' \ --header 'Content-Type: application/json' \ --header 'Authorization: Bearer ' \ --data-raw '{ "sub": "1234567890", "email": "alice@example.com", "given_name": "Alice", "family_name": "Doe", "email_verified": true, "phone_number": "+1234567890", "phone_number_verified": false, "name": "Alice Doe", "preferred_username": "alice.d", "picture": "https://example.com/avatar.jpg", "gender": "female", "locale": "en-US" }' ``` User attribute descriptions **Required attributes:** * `sub` string ? Unique identifier for the user in your system (subject) * `email` string ? User’s email address **Optional attributes:** * `given_name` string ? User’s first name * `family_name` string ? User’s last name * `email_verified` boolean ? Whether email has been verified * `phone_number` string ? User’s phone number in E.164 format * `phone_number_verified` boolean ? Whether phone has been verified * `name` string ? User’s full name * `preferred_username` string ? Preferred username * `picture` string ? URL to user’s profile picture * `gender` string ? User’s gender * `locale` string ? User’s locale preference (e.g., “en-US”) Finding your connection\_id Replace the placeholder values: * `` — Your Scalekit environment URL * `` — The connection ID for your BYOA integration. Find it in **Dashboard > MCP Servers > \[your server] > Advanced Configurations > Connection ID**. It starts with `conn_`. * `` — The login request ID from step 1 * `` — Your Scalekit API access token **Do not use the MCP Server’s resource ID here.** The resource ID (starts with `res_`) identifies the MCP server itself and is used for token audiences and client registration — it is a different value. 3. ## Redirect back to Scalekit [Section titled “Redirect back to Scalekit”](#redirect-back-to-scalekit) After receiving a successful response from Scalekit confirming the user details were accepted, redirect the user back to Scalekit’s callback endpoint with the `state` parameter. **Callback URL format:** ```sh /sso/v1/connections//partner:callback?state= ``` The `state_value` must match the `state` parameter you received in step 1. This ensures the authentication flow’s integrity and prevents CSRF attacks. State validation Always verify that the `state` value you send back matches exactly what you received initially. Mismatched state values should be rejected. 4. ## Complete the OAuth flow [Section titled “Complete the OAuth flow”](#complete-the-oauth-flow) After processing the callback from your authentication system, Scalekit automatically handles the remaining OAuth 2.1 flow steps: * Displays the consent screen to the user (if required) * Generates the authorization code * Handles token exchange requests from the MCP client * Issues access tokens with appropriate scopes The MCP client receives valid OAuth 2.1 tokens and can now access your MCP server with the authenticated user’s identity. Security best practices * Store and transmit all sensitive data (tokens, user information) securely * Use HTTPS for all communications between your system and Scalekit * Implement proper logging for authentication events for audit trails * The `login_request_id` and `state` parameters are critical for security?never reuse them across requests Your MCP server now supports federated authentication with your existing auth system --- # DOCUMENT BOUNDARY --- # Express.js quickstart > Build a production-ready Express.js MCP server with TypeScript, custom middleware for OAuth token validation, and Scalekit authentication. This guide shows you how to build a production-ready Express.js MCP server with TypeScript and Scalekit’s OAuth authentication. You’ll implement custom middleware for token validation, expose OAuth resource metadata for client discovery, and create MCP tools that enforce authorization using the MCP SDK. Use this quickstart when you’re building Node.js-based MCP servers and want fine-grained control over request handling. The Express integration gives you flexibility to add custom routes, middleware chains, integrate with existing Express applications, and handle complex authorization requirements. The full code is available on [GitHub](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-node). **Prerequisites** * A [Scalekit account](https://app.scalekit.com) with permission to manage MCP servers * **Node.js 20+** installed locally * Familiarity with Express.js, TypeScript, and OAuth token validation * Basic understanding of MCP server architecture Review the Express.js MCP authorization flow 1. ## Register your MCP server in Scalekit [Section titled “Register your MCP server in Scalekit”](#register-your-mcp-server-in-scalekit) Create a protected resource entry so Scalekit can issue tokens that your custom Express middleware validates. 1. Navigate to **[Dashboard](https://app.scalekit.com) > MCP Servers > Add MCP Server**. 2. Enter a descriptive name (for example, `Greeting MCP`). 3. Set **Server URL** to `http://localhost:3002/` (keep the trailing slash). 4. Click **Save** to create the server. ![Greeting MCP Register](/.netlify/images?url=_astro%2Fgreeting-mcp-register.C9jsKOBy.png\&w=836\&h=1314\&dpl=6a3b904fcb23b100084833a2) When you save, Scalekit displays the OAuth-protected resource metadata. Copy this JSON—you’ll use it in your `.env` file. ![Greeting MCP Protected JSON](/.netlify/images?url=_astro%2Fgreeting-protected-json.DaFlRuyP.png\&w=716\&h=860\&dpl=6a3b904fcb23b100084833a2) 2. ## Create your project directory [Section titled “Create your project directory”](#create-your-project-directory) Set up a clean directory structure for your TypeScript Express project. Terminal ```bash 1 mkdir express-mcp-node 2 cd express-mcp-node ``` 3. ## Add package dependencies [Section titled “Add package dependencies”](#add-package-dependencies) Create a `package.json` with scripts and all required dependencies for Express, TypeScript, and the MCP SDK. Terminal ```bash 1 cat <<'EOF' > package.json 2 { 3 "name": "express-mcp-node", 4 "version": "1.0.0", 5 "type": "module", 6 "scripts": { 7 "dev": "tsx src/server.ts", 8 "build": "tsc", 9 "start": "node dist/server.js" 10 }, 11 "dependencies": { 12 "@modelcontextprotocol/sdk": "^1.13.0", 13 "@scalekit-sdk/node": "^2.0.1", 14 "cors": "^2.8.5", 15 "dotenv": "^16.4.5", 16 "express": "^5.1.0", 17 "zod": "^3.25.57" 18 }, 19 "devDependencies": { 20 "@types/cors": "^2.8.19", 21 "@types/express": "^4.17.21", 22 "@types/node": "^20.11.19", 23 "tsx": "^4.7.0", 24 "typescript": "^5.4.5" 25 } 26 } 27 EOF ``` 4. ## Configure TypeScript [Section titled “Configure TypeScript”](#configure-typescript) Add a TypeScript configuration file optimized for ES2022 modules and strict type checking. Terminal ```bash 1 cat <<'EOF' > tsconfig.json 2 { 3 "compilerOptions": { 4 "target": "ES2022", 5 "module": "ES2022", 6 "moduleResolution": "node", 7 "esModuleInterop": true, 8 "forceConsistentCasingInFileNames": true, 9 "strict": false, 10 "skipLibCheck": true, 11 "resolveJsonModule": true, 12 "outDir": "dist", 13 "rootDir": "src", 14 "types": ["node"] 15 }, 16 "include": ["src/**/*"] 17 } 18 EOF ``` 5. ## Install dependencies [Section titled “Install dependencies”](#install-dependencies) Install all packages declared in `package.json`. Terminal ```bash 1 npm install ``` Package manager choice This guide uses `npm`, but you can also use `yarn`, `pnpm`, or `bun` if you prefer. 6. ## Configure environment variables [Section titled “Configure environment variables”](#configure-environment-variables) Create a `.env` file with your Scalekit credentials and the protected resource metadata from step 1. Terminal ```bash 1 cat <<'EOF' > .env 2 PORT=3002 3 SK_ENV_URL=https://.scalekit.com 4 SK_CLIENT_ID= 5 SK_CLIENT_SECRET= 6 MCP_SERVER_ID= 7 PROTECTED_RESOURCE_METADATA='' 8 EXPECTED_AUDIENCE=http://localhost:3002/ 9 EOF 10 11 open .env ``` | Variable | Description | | ----------------------------- | -------------------------------------------------------------------------------------------------------------------------- | | `PORT` | Local port for the Express server. Must match the Server URL registered in Scalekit (defaults to `3002`). | | `SK_ENV_URL` | Your Scalekit environment URL from **Dashboard > Settings > API Credentials** | | `SK_CLIENT_ID` | Client ID from **Dashboard > Settings > API Credentials**. Used with `SK_CLIENT_SECRET` to initialize the SDK. | | `SK_CLIENT_SECRET` | Client secret from **Dashboard > Settings > API Credentials**. Keep this secret and rotate regularly. | | `MCP_SERVER_ID` | The MCP server ID from **Dashboard > MCP Servers**. Not directly used in this implementation but documented for reference. | | `PROTECTED_RESOURCE_METADATA` | The complete OAuth resource metadata JSON from step 1. Clients use this to discover authorization requirements. | | `EXPECTED_AUDIENCE` | The audience value that tokens must include. Should match your server’s public URL (e.g., `http://localhost:3002/`). | Protect your credentials Never commit `.env` to version control. Add it to `.gitignore` immediately and use a secret manager in production (e.g., AWS Secrets Manager, HashiCorp Vault, or your deployment platform’s secrets service). 7. ## Implement the Express MCP server [Section titled “Implement the Express MCP server”](#implement-the-express-mcp-server) Create `src/server.ts` with the complete server implementation. This includes the Scalekit client initialization, authentication middleware for token validation, CORS configuration, and the greeting MCP tool. src/server.ts ```typescript 6 collapsed lines 1 import 'dotenv/config'; 2 import cors from 'cors'; 3 import express, { NextFunction, Request, Response } from 'express'; 4 import { z } from 'zod'; 5 import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js'; 6 import { StreamableHTTPServerTransport } from '@modelcontextprotocol/sdk/server/streamableHttp.js'; 7 import { Scalekit } from '@scalekit-sdk/node'; 8 9 // Load environment variables 10 const PORT = Number(process.env.PORT ?? 3002); 11 const SK_ENV_URL = process.env.SK_ENV_URL ?? ''; 12 const SK_CLIENT_ID = process.env.SK_CLIENT_ID ?? ''; 13 const SK_CLIENT_SECRET = process.env.SK_CLIENT_SECRET ?? ''; 14 const EXPECTED_AUDIENCE = process.env.EXPECTED_AUDIENCE ?? ''; 15 const PROTECTED_RESOURCE_METADATA = process.env.PROTECTED_RESOURCE_METADATA ?? ''; 16 17 // Use case: Configure OAuth resource metadata URL for MCP clients 18 // This allows MCP clients to discover authorization requirements via WWW-Authenticate header 19 // Security: The WWW-Authenticate header signals to clients where to obtain tokens 20 const RESOURCE_METADATA_URL = `http://localhost:${PORT}/.well-known/oauth-protected-resource`; 21 22 // WWW-Authenticate header for 401 responses 23 const WWW_HEADER_KEY = 'WWW-Authenticate'; 24 const WWW_HEADER_VALUE = `Bearer realm="OAuth", resource_metadata="${RESOURCE_METADATA_URL}"`; 25 26 // Initialize Scalekit client for token validation 27 // Security: Use SDK to validate JWT signatures and claims 28 // This prevents accepting forged or tampered tokens 29 const scalekit = new Scalekit(SK_ENV_URL, SK_CLIENT_ID, SK_CLIENT_SECRET); 30 31 // Initialize MCP server with greeting tool 32 // Context: The McpServer handles MCP protocol details while Express handles HTTP routing 33 const server = new McpServer({ name: 'Greeting MCP', version: '1.0.0' }); 34 35 // Use case: Simple greeting tool demonstrating OAuth-protected MCP operations 36 // Context: This tool is protected by the authentication middleware applied to all routes 37 server.tool( 38 'greet_user', 39 'Greets the user with a personalized message.', 40 { 41 name: z.string().min(1, 'Name is required'), 42 }, 43 async ({ name }: { name: string }) => ({ 44 content: [ 45 { 46 type: 'text', 47 text: `Hi ${name}, welcome to Scalekit!` 48 } 49 ] 50 }) 51 ); 52 53 // Initialize Express application 54 const app = express(); 55 56 // Enable CORS for cross-origin MCP clients 57 // Use case: Allow MCP clients from different origins to connect 58 app.use(cors({ origin: true, credentials: false })); 59 60 // Parse JSON request bodies 61 // Context: MCP protocol uses JSON-RPC format 62 app.use(express.json()); 63 64 // Use case: Expose OAuth resource metadata for MCP client discovery 65 // This endpoint allows clients to discover authorization requirements and server capabilities 66 // Context: MCP clients use this metadata to initiate the OAuth flow 67 app.get('/.well-known/oauth-protected-resource', (_req: Request, res: Response) => { 68 if (!PROTECTED_RESOURCE_METADATA) { 69 res.status(500).json({ error: 'PROTECTED_RESOURCE_METADATA config missing' }); 70 return; 71 } 72 73 const metadata = JSON.parse(PROTECTED_RESOURCE_METADATA); 74 res.type('application/json').send(JSON.stringify(metadata, null, 2)); 75 }); 76 77 // Use case: Health check endpoint for monitoring and load balancers 78 // Context: Keep this separate from protected endpoints for deployment health checks 79 app.get('/health', (_req: Request, res: Response) => { 80 res.json({ status: 'healthy' }); 81 }); 82 83 // Security: Validate Bearer tokens on all protected endpoints 84 // Public endpoints (health, metadata) are exempt from authentication 85 // This prevents unauthorized access to MCP tools and operations 86 app.use(async (req: Request, res: Response, next: NextFunction) => { 87 // Allow public endpoints without authentication 88 // Use case: Health checks for monitoring; metadata for client discovery 89 if (req.path === '/.well-known/oauth-protected-resource' || req.path === '/health') { 90 next(); 91 return; 92 } 93 94 // Extract Bearer token from Authorization header 95 // Use case: OAuth 2.1 Bearer token format (RFC 6750) 96 // Security: Reject requests without valid Bearer token prefix 97 const header = req.headers.authorization; 98 const token = header?.startsWith('Bearer ') 99 ? header.slice('Bearer '.length).trim() 100 : undefined; 101 102 if (!token) { 103 res.status(401) 104 .set(WWW_HEADER_KEY, WWW_HEADER_VALUE) 105 .json({ error: 'Missing Bearer token' }); 106 return; 107 } 108 109 try { 110 // Validate token using Scalekit SDK 111 // Security: Verifies signature, expiration, issuer, and audience claims 112 // Context: This critical step prevents accepting tokens from other issuers 113 await scalekit.validateToken(token, { audience: [EXPECTED_AUDIENCE] }); 114 next(); 115 } catch (error) { 116 res.status(401) 117 .set(WWW_HEADER_KEY, WWW_HEADER_VALUE) 118 .json({ error: 'Token validation failed' }); 119 } 120 }); 121 122 // Handle MCP protocol requests at root path 123 // Use case: Process authenticated MCP tool requests using StreamableHTTPServerTransport 124 // Context: The transport layer handles MCP JSON-RPC communication 125 app.post('/', async (req: Request, res: Response) => { 126 const transport = new StreamableHTTPServerTransport({ sessionIdGenerator: undefined }); 127 await server.connect(transport); 128 129 try { 130 await transport.handleRequest(req, res, req.body); 131 } catch (error) { 132 res.status(500).json({ error: 'MCP transport error' }); 133 } 134 }); 135 136 // Start the Express server 137 app.listen(PORT, () => { 138 console.log(`MCP server running on http://localhost:${PORT}`); 139 }); ``` 8. ## Start the Express server [Section titled “Start the Express server”](#start-the-express-server) Start the Express server in development mode with auto-reload enabled. The server will listen on `http://localhost:3002/` and display logs indicating Express is ready to receive authenticated MCP requests. Terminal ```bash 1 npm run dev ``` The server starts on `http://localhost:3002/` and logs indicate Express is ready. The MCP endpoint at `/` accepts authenticated POST requests, and the metadata endpoint is accessible at `/.well-known/oauth-protected-resource`. Production deployment For production deployment, build the TypeScript code with `npm run build`, then start the compiled server with `npm start` behind a reverse proxy like Nginx or use a process manager like PM2. 9. ## Connect with MCP Inspector [Section titled “Connect with MCP Inspector”](#connect-with-mcp-inspector) Test your server end-to-end using the MCP Inspector to verify the OAuth flow works correctly. This allows you to see the authentication handshake and test calling your MCP tools with validated tokens. Terminal ```bash 1 npx @modelcontextprotocol/inspector@latest ``` In the Inspector UI: 1. Enter your MCP Server URL: `http://localhost:3002/` 2. Click **Connect** to initiate the OAuth flow 3. Authenticate with Scalekit when prompted 4. Run the `greet_user` tool with any name ![MCP Inspector](/.netlify/images?url=_astro%2Fmcp-inspector-google.B0jhj-ep.png\&w=3022\&h=1318\&dpl=6a3b904fcb23b100084833a2) Debugging token validation The middleware validates every request’s token. If you see authentication errors: verify environment variables match dashboard settings, confirm the token audience matches `EXPECTED_AUDIENCE`, and check token expiration in the Inspector network tab. You now have a working Express.js MCP server with Scalekit-protected OAuth authentication. Extend this implementation by adding more MCP tools using `server.tool()` with Zod schema validation, implementing scope-based authorization using custom middleware, integrating with your existing Express application, or adding features like rate limiting and request logging using Express’s middleware ecosystem. --- # DOCUMENT BOUNDARY --- # FastAPI + FastMCP quickstart > Build a production-ready MCP server with FastAPI custom middleware for OAuth token validation and Scalekit authentication. This guide shows you how to build a production-ready FastAPI + FastMCP server with Scalekit’s OAuth authentication. You’ll implement custom middleware for token validation, expose OAuth resource metadata for client discovery, and create MCP tools that enforce authorization. Use this quickstart when you need more control over your server’s behavior than FastMCP’s built-in provider offers. The FastAPI integration gives you flexibility to add custom middleware, implement additional endpoints, integrate with existing FastAPI applications, and handle complex authorization requirements. The full code is available on [GitHub](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-python). **Prerequisites** * A [Scalekit account](https://app.scalekit.com) with permission to manage MCP servers * **Python 3.11+** installed locally * Familiarity with FastAPI and OAuth token validation * Basic understanding of MCP server architecture Review the FastAPI + FastMCP authorization flow 1. ## Register your MCP server in Scalekit [Section titled “Register your MCP server in Scalekit”](#register-your-mcp-server-in-scalekit) Create a protected resource entry so Scalekit can issue tokens that your custom FastAPI middleware validates. 1. Navigate to **[Dashboard](https://app.scalekit.com) > MCP Servers > Add MCP Server**. 2. Enter a descriptive name (for example, `Greeting MCP`). 3. Set **Server URL** to `http://localhost:3002/` (keep the trailing slash). 4. Click **Save** to create the server. ![Greeting MCP Register](/.netlify/images?url=_astro%2Fgreeting-mcp-register.C9jsKOBy.png\&w=836\&h=1314\&dpl=6a3b904fcb23b100084833a2) When you save, Scalekit displays the OAuth-protected resource metadata. Copy this JSON—you’ll use it in your `.env` file. ![Greeting MCP Protected JSON](/.netlify/images?url=_astro%2Fgreeting-protected-json.DaFlRuyP.png\&w=716\&h=860\&dpl=6a3b904fcb23b100084833a2) 2. ## Create your project directory [Section titled “Create your project directory”](#create-your-project-directory) Set up a clean directory structure with a Python virtual environment to isolate FastAPI and FastMCP dependencies. Terminal ```bash 1 mkdir fastapi-mcp-python 2 cd fastapi-mcp-python 3 python3 -m venv .venv 4 source .venv/bin/activate ``` 3. ## Add dependencies [Section titled “Add dependencies”](#add-dependencies) Create a `requirements.txt` file with all required packages and install them. Terminal ```bash 1 cat <<'EOF' > requirements.txt 2 mcp>=1.0.0 3 fastapi>=0.104.0 4 fastmcp>=0.8.0 5 uvicorn>=0.24.0 6 pydantic>=2.5.0 7 python-dotenv>=1.0.0 8 httpx>=0.25.0 9 python-jose[cryptography]>=3.3.0 10 cryptography>=41.0.0 11 scalekit-sdk-python>=2.4.0 12 starlette>=0.27.0 13 EOF 14 15 pip install -r requirements.txt ``` Version pinning Pin exact versions in production to ensure reproducible builds and avoid unexpected breaking changes. 4. ## Configure environment variables [Section titled “Configure environment variables”](#configure-environment-variables) Create a `.env` file with your Scalekit credentials and the protected resource metadata from step 1. Terminal ```bash 1 cat <<'EOF' > .env 2 PORT=3002 3 SK_ENV_URL=https://.scalekit.com 4 SK_CLIENT_ID= 5 SK_CLIENT_SECRET= 6 MCP_SERVER_ID= 7 PROTECTED_RESOURCE_METADATA='' 8 EXPECTED_AUDIENCE=http://localhost:3002/ 9 EOF 10 11 open .env ``` | Variable | Description | | ----------------------------- | -------------------------------------------------------------------------------------------------------------------------- | | `PORT` | Local port for the FastAPI server. Must match the Server URL registered in Scalekit (defaults to `3002`). | | `SK_ENV_URL` | Your Scalekit environment URL from **Dashboard > Settings > API Credentials** | | `SK_CLIENT_ID` | Client ID from **Dashboard > Settings > API Credentials**. Used with `SK_CLIENT_SECRET` to initialize the SDK. | | `SK_CLIENT_SECRET` | Client secret from **Dashboard > Settings > API Credentials**. Keep this secret and rotate regularly. | | `MCP_SERVER_ID` | The MCP server ID from **Dashboard > MCP Servers**. Not directly used in this implementation but documented for reference. | | `PROTECTED_RESOURCE_METADATA` | The complete OAuth resource metadata JSON from step 1. Clients use this to discover authorization requirements. | | `EXPECTED_AUDIENCE` | The audience value that tokens must include. Should match your server’s public URL (e.g., `http://localhost:3002/`). | Protect your credentials Never commit `.env` to version control. Add it to `.gitignore` immediately and use a secret manager in production (e.g., AWS Secrets Manager, HashiCorp Vault, or your deployment platform’s secrets service). 5. ## Implement the FastAPI + FastMCP server [Section titled “Implement the FastAPI + FastMCP server”](#implement-the-fastapi--fastmcp-server) Create `main.py` with the complete server implementation. This includes the Scalekit client initialization, authentication middleware for token validation, CORS configuration, and the greeting MCP tool. main.py ```python 10 collapsed lines 1 import json 2 import os 3 from fastapi import FastAPI, Request, Response 4 from fastmcp import FastMCP, Context 5 from scalekit import ScalekitClient 6 from scalekit.common.scalekit import TokenValidationOptions 7 from starlette.middleware.cors import CORSMiddleware 8 from dotenv import load_dotenv 9 10 load_dotenv() 11 12 # Load environment variables 13 PORT = int(os.getenv("PORT", "3002")) 14 SK_ENV_URL = os.getenv("SK_ENV_URL", "") 15 SK_CLIENT_ID = os.getenv("SK_CLIENT_ID", "") 16 SK_CLIENT_SECRET = os.getenv("SK_CLIENT_SECRET", "") 17 EXPECTED_AUDIENCE = os.getenv("EXPECTED_AUDIENCE", "") 18 PROTECTED_RESOURCE_METADATA = os.getenv("PROTECTED_RESOURCE_METADATA", "") 19 20 # Use case: Configure OAuth resource metadata URL for MCP clients 21 # This allows MCP clients to discover authorization requirements via WWW-Authenticate header 22 # Security: The WWW-Authenticate header signals to clients where to obtain tokens 23 RESOURCE_METADATA_URL = f"http://localhost:{PORT}/.well-known/oauth-protected-resource" 24 WWW_HEADER = { 25 "WWW-Authenticate": f'Bearer realm="OAuth", resource_metadata="{RESOURCE_METADATA_URL}"' 26 } 27 28 # Initialize Scalekit client for token validation 29 # Security: Use SDK to validate JWT signatures and claims 30 # This prevents accepting forged or tampered tokens 31 scalekit_client = ScalekitClient( 32 env_url=SK_ENV_URL, 33 client_id=SK_CLIENT_ID, 34 client_secret=SK_CLIENT_SECRET, 35 ) 36 37 # Initialize FastMCP with stateless HTTP transport 38 # HTTP transport allows MCP clients to connect via standard OAuth flows 39 mcp = FastMCP("Greeting MCP", stateless_http=True) 40 41 42 @mcp.tool( 43 name="greet_user", 44 description="Greets the user with a personalized message." 45 ) 46 async def greet_user(name: str, ctx: Context | None = None) -> dict: 47 """ 48 Use case: Simple greeting tool demonstrating OAuth-protected MCP operations 49 Context: This tool is protected by the authentication middleware 50 """ 51 return { 52 "content": [ 53 { 54 "type": "text", 55 "text": f"Hi {name}, welcome to Scalekit!" 56 } 57 ] 58 } 59 60 61 # Mount FastMCP as a FastAPI application 62 # Context: This allows us to layer FastAPI middleware on top of FastMCP 63 mcp_app = mcp.http_app(path="/") 64 app = FastAPI(lifespan=mcp_app.lifespan) 65 66 # Enable CORS for cross-origin MCP clients 67 # Use case: Allow MCP clients from different origins to connect 68 app.add_middleware( 69 CORSMiddleware, 70 allow_origins=["*"], 71 allow_credentials=True, 72 allow_methods=["GET", "POST", "OPTIONS"], 73 allow_headers=["*"] 74 ) 75 76 77 @app.middleware("http") 78 async def auth_middleware(request: Request, call_next): 79 """ 80 Security: Validate Bearer tokens on all protected endpoints. 81 Public endpoints (health, metadata) are exempt from authentication. 82 This prevents unauthorized access to MCP tools and operations. 83 """ 84 # Allow public endpoints without authentication 85 # Use case: Health checks for monitoring; metadata for client discovery 86 if request.url.path in {"/health", "/.well-known/oauth-protected-resource"}: 87 return await call_next(request) 88 89 # Extract Bearer token from Authorization header 90 # Use case: OAuth 2.1 Bearer token format (RFC 6750) 91 # Security: Reject requests without valid Bearer token prefix 92 auth_header = request.headers.get("authorization") 93 if not auth_header or not auth_header.startswith("Bearer "): 94 return Response( 95 '{"error": "Missing Bearer token"}', 96 status_code=401, 97 headers=WWW_HEADER, 98 media_type="application/json" 99 ) 100 101 token = auth_header.split("Bearer ", 1)[1].strip() 102 103 # Validate token using Scalekit SDK 104 # Security: Verifies signature, expiration, issuer, and audience claims 105 # Context: This critical step prevents accepting tokens from other issuers 106 options = TokenValidationOptions( 107 issuer=SK_ENV_URL, 108 audience=[EXPECTED_AUDIENCE] 109 ) 110 111 try: 112 is_valid = scalekit_client.validate_access_token(token, options=options) 113 if not is_valid: 114 raise ValueError("Invalid token") 115 except Exception: 116 return Response( 117 '{"error": "Token validation failed"}', 118 status_code=401, 119 headers=WWW_HEADER, 120 media_type="application/json" 121 ) 122 123 # Token is valid, proceed with request 124 # This allows MCP clients to call tools with authenticated context 125 return await call_next(request) 126 127 128 @app.get("/.well-known/oauth-protected-resource") 129 async def oauth_metadata(): 130 """ 131 Use case: Expose OAuth resource metadata for MCP client discovery 132 This endpoint allows clients to discover authorization requirements and server capabilities 133 Context: MCP clients use this metadata to initiate the OAuth flow 134 """ 135 if not PROTECTED_RESOURCE_METADATA: 136 return Response( 137 '{"error": "PROTECTED_RESOURCE_METADATA config missing"}', 138 status_code=500, 139 media_type="application/json" 140 ) 141 142 metadata = json.loads(PROTECTED_RESOURCE_METADATA) 143 return Response( 144 json.dumps(metadata, indent=2), 145 media_type="application/json" 146 ) 147 148 149 @app.get("/health") 150 async def health_check(): 151 """ 152 Use case: Health check endpoint for monitoring and load balancers 153 Context: Keep this separate from protected endpoints for deployment health checks 154 """ 155 return {"status": "healthy"} 156 157 158 # Mount the FastMCP application at root path 159 app.mount("/", mcp_app) 160 161 162 if __name__ == "__main__": 163 import uvicorn 164 # Start server with auto-reload for development 165 # Production: Use 'uvicorn main:app --host 0.0.0.0 --port 3002 --workers 4' behind a reverse proxy 166 uvicorn.run(app, host="0.0.0.0", port=PORT) ``` 6. ## Start the FastAPI server [Section titled “Start the FastAPI server”](#start-the-fastapi-server) Start the FastAPI server in development mode with auto-reload enabled. The server will listen on `http://localhost:3002/` and display logs indicating FastAPI is ready to receive authenticated MCP requests. Terminal ```bash 1 python main.py ``` The server starts on `http://localhost:3002/` and logs indicate FastAPI is ready. The MCP endpoint accepts authenticated requests, and the metadata endpoint is accessible at `/.well-known/oauth-protected-resource`. Production deployment During development, Uvicorn’s auto-reload watches for file changes. For production, use `uvicorn main:app —host 0.0.0.0 —port 3002 —workers 4` behind a reverse proxy like Nginx. 7. ## Connect with MCP Inspector [Section titled “Connect with MCP Inspector”](#connect-with-mcp-inspector) Test your server end-to-end using the MCP Inspector to verify the OAuth flow works correctly. This allows you to see the authentication handshake and test calling your MCP tools with validated tokens. Terminal ```bash 1 npx @modelcontextprotocol/inspector@latest ``` In the Inspector UI: 1. Enter your MCP Server URL: `http://localhost:3002/` 2. Click **Connect** to initiate the OAuth flow 3. Authenticate with Scalekit when prompted 4. Run the `greet_user` tool with any name ![MCP Inspector](/.netlify/images?url=_astro%2Fmcp-inspector-google.B0jhj-ep.png\&w=3022\&h=1318\&dpl=6a3b904fcb23b100084833a2) Debugging token validation The middleware validates every request’s token. If you see authentication errors: verify environment variables match dashboard settings, confirm the token audience matches `EXPECTED_AUDIENCE`, and check token expiration in the Inspector network tab. You now have a working FastAPI + FastMCP server with Scalekit-protected OAuth authentication. Extend this implementation by adding more MCP tools with the `@mcp.tool` decorator, implementing scope-based authorization using custom middleware, integrating with your existing FastAPI application, or adding features like rate limiting and request logging using FastAPI’s middleware pipeline. --- # DOCUMENT BOUNDARY --- # FastMCP quickstart > FastMCP todo server with OAuth scope validation and CRUD operations. This guide shows you how to build a production-ready FastMCP server protected by Scalekit’s OAuth authentication. You’ll register your server as a protected resource, implement scope-based authorization for CRUD operations, and validate tokens on every request. Use this quickstart to experience a working reference implementation with a simple todo application. The todo app demonstrates how to enforce `todo:read` and `todo:write` scopes across multiple tools. After completing this guide, you can apply the same authentication pattern to secure your own FastMCP tools. The full code is available on [GitHub](https://github.com/scalekit-inc/mcp-demo/tree/main/todo-fastmcp). **Prerequisites** * A [Scalekit account](https://app.scalekit.com) with permission to manage MCP servers * **Python 3.11+** installed locally * Familiarity with OAuth scopes and basic terminal commands Review the FastMCP authorization flow 1. ## Register your MCP server in Scalekit [Section titled “Register your MCP server in Scalekit”](#register-your-mcp-server-in-scalekit) Create a protected resource entry so Scalekit can issue scoped tokens that FastMCP validates on every request. 1. Navigate to **[Dashboard](https://app.scalekit.com) > MCP Servers > Add MCP Server**. 2. Enter a descriptive name (for example, `FastMCP Todo Server`). 3. Set **Server URL** to `http://localhost:3002/` (keep the trailing slash). This field is a required.\ For a server running at `http://localhost:3002/mcp`, register `http://localhost:3002/`. FastMCP appends `/mcp` automatically, so always provide the base URL with a trailing slash. 4. Create or link the scopes below, then click **Save**. ![Register FastMCP server](/.netlify/images?url=_astro%2Fregister-fastmcp.yj75FoPt.png\&w=772\&h=1316\&dpl=6a3b904fcb23b100084833a2) | Scope | Description | Required | | ------------ | -------------------------------------------- | -------- | | `todo:read` | Grants read access to todo tasks | Yes | | `todo:write` | Allows creating, updating, or deleting tasks | Yes | 2. ## Create your FastMCP todo server [Section titled “Create your FastMCP todo server”](#create-your-fastmcp-todo-server) Prepare a fresh directory and virtual environment to keep FastMCP dependencies isolated. Terminal ```bash 1 mkdir -p fastmcp-todo 2 cd fastmcp-todo 3 python3 -m venv venv 4 source venv/bin/activate ``` 3. ## Add dependencies and configuration templates [Section titled “Add dependencies and configuration templates”](#add-dependencies-and-configuration-templates) Create the support files that FastMCP and Scalekit expect, then install the required libraries. Terminal ```bash 1 cat <<'EOF' > requirements.txt 2 fastmcp>=2.13.0.2 3 python-dotenv>=1.0.0 4 EOF 5 6 pip install -r requirements.txt 7 8 cat <<'EOF' > env.example 9 PORT=3002 10 SCALEKIT_ENVIRONMENT_URL=https://your-environment-url.scalekit.com 11 SCALEKIT_CLIENT_ID=your_client_id 12 SCALEKIT_RESOURCE_ID=mcp_server_id 13 MCP_URL=http://localhost:3002/ 14 EOF ``` Check in templates, not secrets Keep `env.example` under version control so teammates know which variables to supply, but never commit the populated `.env` file. 4. ## Implement the FastMCP todo server [Section titled “Implement the FastMCP todo server”](#implement-the-fastmcp-todo-server) Copy the following code into `server.py`. It registers the Scalekit provider, defines an in-memory todo store, and exposes CRUD tools guarded by OAuth scopes. server.py ```python 15 collapsed lines 1 """Scalekit-authenticated FastMCP server providing in-memory CRUD tools for todos. 2 3 This example demonstrates how to protect FastMCP tools with OAuth scopes. 4 Each tool validates the required scope before executing operations. 5 """ 6 7 import os 8 import uuid 9 from dataclasses import dataclass, asdict 10 from typing import Optional 11 12 from dotenv import load_dotenv 13 from fastmcp import FastMCP 14 from fastmcp.server.auth.providers.scalekit import ScalekitProvider 15 from fastmcp.server.dependencies import AccessToken, get_access_token 16 17 load_dotenv() 18 19 # Use case: Configure FastMCP server with OAuth protection 20 # Security: Scalekit provider validates every request's Bearer token 21 mcp = FastMCP( 22 "Todo Server", 23 stateless_http=True, 24 auth=ScalekitProvider( 25 environment_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 26 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 27 resource_id=os.getenv("SCALEKIT_RESOURCE_ID"), 28 # FastMCP appends /mcp automatically; keep base URL with trailing slash only 29 mcp_url=os.getenv("MCP_URL"), 30 ), 31 ) 32 33 34 @dataclass 35 class TodoItem: 36 id: str 37 title: str 38 description: Optional[str] 39 completed: bool = False 40 41 def to_dict(self) -> dict: 42 return asdict(self) 43 44 45 # Use case: In-memory storage for demo purposes 46 # Production: Replace with your database or persistent storage 47 _TODO_STORE: dict[str, TodoItem] = {} 48 49 50 def _require_scope(scope: str) -> Optional[str]: 51 """ 52 Security: Validate that the current request's token includes the required scope. 53 This prevents unauthorized access to protected operations. 54 """ 55 token: AccessToken = get_access_token() 56 if scope not in token.scopes: 57 return f"Insufficient permissions: `{scope}` scope required." 58 return None 59 60 61 @mcp.tool 62 def create_todo(title: str, description: Optional[str] = None) -> dict: 63 """ 64 Use case: Create a new todo item for task tracking 65 Requires: todo:write scope 66 """ 67 error = _require_scope("todo:write") 68 if error: 69 return {"error": error} 70 71 todo = TodoItem(id=str(uuid.uuid4()), title=title, description=description) 72 _TODO_STORE[todo.id] = todo 73 return {"todo": todo.to_dict()} 74 75 76 @mcp.tool 77 def list_todos(completed: Optional[bool] = None) -> dict: 78 """ 79 Use case: Retrieve all todos, optionally filtered by completion status 80 Requires: todo:read scope 81 """ 82 error = _require_scope("todo:read") 83 if error: 84 return {"error": error} 85 86 todos = [ 87 todo.to_dict() 88 for todo in _TODO_STORE.values() 89 if completed is None or todo.completed == completed 90 ] 91 return {"todos": todos} 92 93 94 @mcp.tool 95 def get_todo(todo_id: str) -> dict: 96 """ 97 Use case: Retrieve a specific todo by ID 98 Requires: todo:read scope 99 """ 100 error = _require_scope("todo:read") 101 if error: 102 return {"error": error} 103 104 todo = _TODO_STORE.get(todo_id) 105 if todo is None: 106 return {"error": f"Todo `{todo_id}` not found."} 107 108 return {"todo": todo.to_dict()} 109 110 111 @mcp.tool 112 def update_todo( 113 todo_id: str, 114 title: Optional[str] = None, 115 description: Optional[str] = None, 116 completed: Optional[bool] = None, 117 ) -> dict: 118 """ 119 Use case: Update existing todo properties or mark as complete 120 Requires: todo:write scope 121 """ 122 error = _require_scope("todo:write") 123 if error: 124 return {"error": error} 125 126 todo = _TODO_STORE.get(todo_id) 127 if todo is None: 128 return {"error": f"Todo `{todo_id}` not found."} 129 130 if title is not None: 131 todo.title = title 132 if description is not None: 133 todo.description = description 134 if completed is not None: 135 todo.completed = completed 136 137 return {"todo": todo.to_dict()} 138 139 140 @mcp.tool 141 def delete_todo(todo_id: str) -> dict: 142 """ 143 Use case: Remove a todo from the system 144 Requires: todo:write scope 145 """ 146 error = _require_scope("todo:write") 147 if error: 148 return {"error": error} 149 150 todo = _TODO_STORE.pop(todo_id, None) 151 if todo is None: 152 return {"error": f"Todo `{todo_id}` not found."} 153 154 return {"deleted": todo_id} 155 156 157 if __name__ == "__main__": 158 # Start HTTP transport server 159 mcp.run(transport="http", port=int(os.getenv("PORT", "3002"))) ``` 5. ## Provide runtime secrets [Section titled “Provide runtime secrets”](#provide-runtime-secrets) Copy the environment template and populate the values from your Scalekit dashboard. Terminal ```bash 1 cp env.example .env 2 open .env ``` | Variable | Description | | -------------------------- | ---------------------------------------------------------------------------------------- | | `SCALEKIT_ENVIRONMENT_URL` | Your Scalekit environment URL from **Dashboard > Settings** | | `SCALEKIT_CLIENT_ID` | Client ID from **Dashboard > Settings** | | `SCALEKIT_RESOURCE_ID` | The resource identifier assigned to your MCP server (starts with `res_`) | | `MCP_URL` | The base public URL you registered (keep trailing slash, e.g., `http://localhost:3002/`) | | `PORT` | Local port for FastMCP HTTP transport (defaults to `3002`) | Store secrets securely Avoid committing `.env` to source control. Use your team’s secret manager in production and rotate credentials if they appear in logs or terminal history. 6. ## Run the FastMCP server locally [Section titled “Run the FastMCP server locally”](#run-the-fastmcp-server-locally) Start the server so it can accept authenticated MCP requests at `/mcp`. Terminal ```bash 1 source venv/bin/activate 2 python server.py ``` When the server boots successfully, you’ll see FastMCP announce the HTTP transport and listen on `http://localhost:3002/`, ready to enforce Scalekit-issued tokens. ![Run MCP server](/.netlify/images?url=_astro%2Fvenv-activate-fastmcp.UYaMwNRn.png\&w=2986\&h=926\&dpl=6a3b904fcb23b100084833a2) Token enforcement Every tool in `server.py` calls `_require_scope`. If you see `Insufficient permissions` in responses, verify the caller’s token includes the expected scope. 7. ## Connect with an MCP client [Section titled “Connect with an MCP client”](#connect-with-an-mcp-client) Use any MCP-compatible client to exercise the todo tools with scoped tokens. During development, the MCP Inspector demonstrates how the Scalekit provider enforces scopes end-to-end. Terminal ```bash 1 npx @modelcontextprotocol/inspector@latest ``` In the Inspector UI, point the client to `http://localhost:3002/mcp` and click **Connect**. The client initiates OAuth authentication with Scalekit. After successful authentication, run any tool—the server exposes `create_todo`, `list_todos`, `get_todo`, `update_todo`, and `delete_todo`. ![MCP Inspector](/.netlify/images?url=_astro%2Fmcp-inspector-fastmcp.CcqqKz2X.png\&w=3024\&h=1502\&dpl=6a3b904fcb23b100084833a2) Note Leave the Inspector’s Authentication fields empty. This quickstart uses dynamic client registration (DCR) Testing scope enforcement Try calling `create_todo` with a token that only has `todo:read`. The server will reject the request with an insufficient permissions error. Once you’re satisfied with the quickstart example, extend `server.py` with your own FastMCP tools or replace the in-memory store with your production data source. Scalekit’s provider handles authentication for any toolset you add. --- # DOCUMENT BOUNDARY --- # New to MCP? > Lock down MCP connections with OAuth 2.1 so agents get only the access they need AI systems are moving beyond chatbots to agents that act in the real world. They handle sensitive data and run complex workflows. As they grow, they need a secure, standard way to connect. The Model Context Protocol (MCP) provides that standard. It defines how AI applications safely discover and use external tools and data. MCP incorporates OAuth 2.1 authorization mechanisms at the transport level. This enables MCP clients to make secure requests to restricted MCP servers on behalf of resource owners. | Features | Benefit | | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | | Industry standard | Well-established authorization framework with extensive tooling and ecosystem support | | Security best practices | Incorporates improvements over OAuth 2.0, removing deprecated flows and enforcing security measures like PKCE | | Multiple grant types | Supports different use cases: **Authorization code** for human user scenarios and **Client credentials** for machine-to-machine integrations | | Ecosystem compatibility | Integrates with existing identity providers and authorization servers | MCP authorization specification overview This authorization mechanism is based on established specifications listed below, but implements a selected subset of their features to ensure security and interoperability while maintaining simplicity: * OAuth 2.1 * OAuth 2.0 Authorization Server Metadata (RFC8414) * OAuth 2.0 Dynamic Client Registration Protocol (RFC7591) * OAuth 2.0 Protected Resource Metadata (RFC9728) Quick reference: High-level flow This simplified diagram shows the key actors and main interactions. Use this for quick reference while scrolling through the detailed flow below. ## Complete MCP OAuth 2.1 flow [Section titled “Complete MCP OAuth 2.1 flow”](#complete-mcp-oauth-21-flow) Here’s the complete end-to-end authorization flow showing all phases from discovery to token refresh in a single sequence diagram: ### Understanding the MCP authorization flow [Section titled “Understanding the MCP authorization flow”](#understanding-the-mcp-authorization-flow) Discovery phase 1. MCP client attempts to access a protected resource without credentials 2. MCP server responds with `401 Unauthorized` and includes authorization metadata in the `WWW-Authenticate` header 3. Client retrieves resource metadata to identify authorization servers 4. Client discovers authorization server capabilities through the metadata endpoint Dynamic client registration 5. Client submits registration request with metadata (redirect URIs, application info) 6. Authorization server validates the request and issues client credentials 7. Client stores credentials securely for subsequent authorization requests Authorization code flow 8. Client generates PKCE code verifier and challenge 9. Client redirects user to authorization server with PKCE challenge 10. User authenticates and grants consent for requested scopes 11. Authorization server redirects back with authorization code 12. Client exchanges code and PKCE verifier for access token 13. Authorization server validates PKCE and issues tokens with granted scopes Access phase 14. Client includes access token in the Authorization header 15. MCP server validates the token signature and expiration 16. Server checks if token scopes match the required permissions 17. **If token is valid and scope is sufficient**: Server processes the request and returns 200 OK with the requested data 18. **If token is invalid or scope is insufficient**: Server returns 401 Unauthorized or 403 Forbidden error Token refresh (when needed) 19. Client detects token expiration (through 401 response or token expiry time) 20. Client sends refresh token request to authorization server 21. Authorization server validates refresh token and issues new access tokens 22. Client updates stored tokens and retries the original request MCP OAuth 2.1 provides secure, standardized authorization for AI agents accessing protected resources. The flow establishes trust, authenticates users, authorizes access, and maintains security throughout the session lifecycle by building each phase on the previous one. Original diagram reference For reference, here’s the complete flow diagram showing all phases and interactions in a traditional sequence diagram format: ![MCP OAuth 2.1 Authorization Flow](/.netlify/images?url=_astro%2Fmcp-auth-flow.C_xyzsAR.png\&w=1440\&h=2088\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # Production readiness checklist > A focused checklist for launching your MCP server authentication, with emphasis on custom domain and branding for a production-grade OAuth consent experience. As you prepare to launch MCP server authentication to production, verify these items before going live. ## Production environment [Section titled “Production environment”](#production-environment) **Verify production environment configuration** Confirm that your environment URL (`SCALEKIT_ENVIRONMENT_URL`), client ID (`SCALEKIT_CLIENT_ID`), and client secret (`SCALEKIT_CLIENT_SECRET`) are correctly set for production, not dev or staging. ## Custom domain (CNAME) [Section titled “Custom domain (CNAME)”](#custom-domain-cname) Configuring a custom domain is the highest-impact step for MCP auth. Without it, the OAuth consent screen your users see during authorization displays `yourapp.scalekit.com` (Scalekit’s default domain) instead of your own brand. Complete this section before you test any end-to-end auth flows in production. **Configure a custom domain in the Scalekit dashboard** Go to **Dashboard > Auth for SaaS > Customization > Custom Domain** and follow the CNAME setup instructions. CNAME configuration is available only in production environments. See [Branded custom domains](/guides/custom-domain/) for step-by-step instructions. **Verify SSL certificate provisioning** After CNAME verification, Scalekit automatically provisions an SSL certificate. Click **Check** in **Dashboard > Auth for SaaS > Customization > Custom Domain** to confirm status. Provisioning can take up to 24 hours. Contact if it takes longer. **Update customer-facing authorization URLs to use your custom domain** Backend API calls work with either URL, but the authorization URL and any other endpoints your users interact with must use your custom domain (for example, `mcp.yourapp.com`) for branding to take effect. Update those URLs in your application code after CNAME setup is complete. **Confirm the consent screen shows your branded domain** Open an incognito window, trigger an authorization flow, and verify the OAuth consent screen shows your custom domain (for example, `mcp.yourapp.com`) and not the default Scalekit URL. ## Consent screen branding [Section titled “Consent screen branding”](#consent-screen-branding) **Upload your logo and set brand colors** Go to **Dashboard > Auth for SaaS > Customization > Branding** to upload your logo, set a favicon, and configure background colors. This is what users see during the OAuth authorization flow. **Set a recognizable MCP server name** When registering your MCP server in **Dashboard > MCP Servers**, provide a name that users will recognize (for example, `Acme Calendar`, not `mcp-prod-v2`). This name appears on the consent page that MCP hosts display to users when they authorize access. ## Bring your own auth (if applicable) [Section titled “Bring your own auth (if applicable)”](#bring-your-own-auth-if-applicable) If you are using a federated authentication setup where Scalekit acts as the OAuth 2.1 layer but delegates user authentication to your existing system, verify these additional items. **Configure your login endpoint URL in the Scalekit dashboard** Scalekit redirects users to your login endpoint with a `login_request_id` and `state` parameter. Confirm the endpoint URL is correctly set for your production environment. **Verify your login endpoint handles the `login_request_id` and `state` parameters** Your login page must capture both parameters from the redirect and pass them through the authentication flow. Missing either parameter breaks the callback handshake. **Test the backend-to-backend user handoff** After authenticating a user, your system POSTs user attributes to Scalekit at `/api/v1/connections//auth-requests//user`. Verify this call succeeds with production credentials and that the `connection_id` (starts with `conn_`) is correct for your production MCP server. **Verify the state parameter in your callback redirect** After the user handoff, your system redirects back to Scalekit’s callback URL with the `state` value from step 1. Confirm the values match exactly. Mismatched state is silently rejected and breaks the flow. **Test the complete federated flow end-to-end** Trigger a full authorization flow from an MCP client through your login page, the user handoff API call, and the callback redirect, and verify the MCP client receives a valid access token at the end. See [Bring your own auth](/authenticate/mcp/custom-auth/) for implementation details. ## Core auth flows [Section titled “Core auth flows”](#core-auth-flows) **Test the human → MCP authorization flow end-to-end** After CNAME and branding are configured, trigger a complete authorization code flow: from the initial tool call through the `401` challenge, consent screen, token exchange, and authorized response. Run this in production with your live credentials. **Test the agent → MCP client credentials flow** Verify that API clients can obtain tokens and call MCP tools successfully. Confirm that client credentials are stored in environment variables or a secrets manager, not hardcoded. ## Monitoring [Section titled “Monitoring”](#monitoring) **Enable auth logs and set up alerts** Monitor **Dashboard > Auth Logs** for repeated `401` errors, invalid scope requests, and token failures after launch. Set up alerts for unusual activity patterns. After launch, use [Auth logs](/guides/dashboard/auth-logs/) to debug authentication issues and review the [MCP auth troubleshooting guide](/authenticate/mcp/troubleshooting/) for common problems. --- # DOCUMENT BOUNDARY --- # Managing MCP Clients > Manage MCP clients by viewing registered MCP clients, tracking user consent, and revoking access to your MCP servers. To maintain security and control over your MCP Server, you need to manage which client applications can access it. Scalekit provides several ways for clients to connect, including automatic registration for modern apps and manual pre-registration for custom or trusted clients. This guide covers the different types of MCP clients and shows you how to: * View all registered clients * See which users have granted consent to a client * Revoke user access for any client There are three main categories of MCP Clients that can interact with your MCP Server: ## 1. Automatic registration with DCR [Section titled “1. Automatic registration with DCR”](#1-automatic-registration-with-dcr) These are MCP Clients that automatically register themselves as OAuth clients. Most modern MCP clients, such as Claude Desktop, OpenAI, VS Code, and Cursor, support Dynamic Client Registration (DCR). They initiate the registration process and start the OAuth Authorization flow with the Scalekit server to obtain an access token without requiring manual configuration. During the consent flow, users see your **environment domain** as the requesting identifier — not “Scalekit” and not your application name. This is by design: the domain identifies the authorization server handling the request, similar to how Google OAuth shows the requesting domain. To display a custom branded domain, configure a [custom domain](/agentkit/advanced/custom-domain) for your Scalekit environment. ## 2. Manual client pre-registration [Section titled “2. Manual client pre-registration”](#2-manual-client-pre-registration) These are MCP Clients that you manually register in the Scalekit Dashboard. This is useful when you want to restrict access to specific, pre-approved clients or when you are building a custom client that requires fixed credentials. You can create OAuth clients that can either act as themselves or on behalf of the user. ### How to pre-register a client [Section titled “How to pre-register a client”](#how-to-pre-register-a-client) If you need to manually register an MCP Client, you can do so in the Scalekit Dashboard. 1. Navigate to the **Clients** section of your MCP Server. 2. Click the **Create Client** button. ![Create Client](/_astro/mcp_create_client.lIT_Y1hO.png) **Configuration:** * **Client name**: A display name (e.g., “My Custom Client”). * **Redirect URI**: The URL where the client will redirect users after authorization. 3. **Choosing the right OAuth flow:** * **For Client Credentials Flow**: Leave the Redirect URI field empty. Your application will authenticate using only the `client_id` and `client_secret`. This is suitable for server-to-server communication. * **For Authorization Code Grant Flow**: Provide one or more Redirect URIs where users will be redirected after granting consent. This is required for user-facing applications that need to act on behalf of users. Once the client is created, you will receive a `client_id` and `client_secret` to configure in your application. ![Redirect URI](/_astro/mcp_configure_client.CQDvSRQa.png) ### 2.1 OAuth client credential flow [Section titled “2.1 OAuth client credential flow”](#21-oauth-client-credential-flow) Use this flow when your MCP Client needs to act on its own behalf rather than on behalf of a specific user. This is ideal for machine-to-machine communication scenarios. **When to use:** * Backend services or server-side applications * Automated scripts or batch processes * System integrations that don’t require user interaction * Applications that need to access resources without user context **Characteristics:** * No user interaction required * No redirect URI needed * Client authenticates using `client_id` and `client_secret` * Access token represents the client itself ### 2.2 OAuth authorization code grant flow [Section titled “2.2 OAuth authorization code grant flow”](#22-oauth-authorization-code-grant-flow) Use this flow when your MCP Client needs to act on behalf of a user. This is the standard OAuth flow that requires user consent. **When to use:** * User-facing applications (web, desktop, or mobile) * Applications that need to access user-specific resources * Scenarios requiring explicit user consent * Applications where actions should be attributed to specific users **Characteristics:** * Requires user authentication and consent * Redirect URI is mandatory * Client receives authorization code, exchanges it for access token * Access token represents the user’s authorization ## 3. Registration via metadata URL (CIMD) [Section titled “3. Registration via metadata URL (CIMD)”](#3-registration-via-metadata-url-cimd) These are MCP Clients that support Client ID Metadata Document (CIMD), an OAuth 2.0 mechanism that allows clients to use a URL as their client identifier. When a CIMD-compatible client initiates the OAuth flow, Scalekit fetches the client’s metadata (such as name, redirect URIs, and other registration information) from the provided URL. This provides an alternative registration method without requiring manual pre-registration or Dynamic Client Registration, making it easier for clients to authenticate across different authorization servers. ## Manage registered clients [Section titled “Manage registered clients”](#manage-registered-clients) ### View all registered clients [Section titled “View all registered clients”](#view-all-registered-clients) You can view a list of all MCP Clients that have been registered with your MCP Server (both DCR and pre-registered) in the Scalekit Dashboard. 1. Go to your MCP Server in the dashboard. 2. Click on the **Clients** tab. ![View all MCP Clients](/.netlify/images?url=_astro%2Fview_all_clients.ClEAh2pi.png\&w=2544\&h=896\&dpl=6a3b904fcb23b100084833a2) ### View consented users [Section titled “View consented users”](#view-consented-users) For each registered MCP Client that uses the OAuth Authorization Code Grant Flow, you can view all users who have granted consent. 1. From the **Clients** list, click on a specific client. 2. Navigate to the **Consents** tab to see the list of users who have authorized this client. ![View Consented Users](/.netlify/images?url=_astro%2Fview_consented_users.bNB41DHP.png\&w=2050\&h=1500\&dpl=6a3b904fcb23b100084833a2) Note Clients using the Client Credentials Flow do not have user consents since they act on their own behalf rather than on behalf of users. ### Revoke user access [Section titled “Revoke user access”](#revoke-user-access) As an administrator, you can revoke a user’s consent for a specific MCP Client at any time. This is useful when: * A user requests to revoke access * You need to remove access for security reasons * An employee leaves the organization * You want to force re-authentication **To revoke access:** 1. Navigate to the specific MCP Client from the **Clients** list. 2. Go to the **Consents** tab. 3. Find the user whose access you want to revoke. 4. Click the **Revoke** or **Delete** action for that user. Once revoked, the user will need to go through the authorization flow again to grant consent if they want to use the MCP Client. --- # DOCUMENT BOUNDARY --- # Agent / Machine interacting with MCP Server > Learn how an autonomous agent or machine securely authenticates with an MCP Server using OAuth 2.1 Client Credentials flow in Scalekit. An **autonomous agent** or any **machine-to-machine process** can directly interact with an **MCP Server** secured by Scalekit. In this model, the agent acts as a **confidential OAuth client**, authenticated using a `client_id` and `client_secret` issued by Scalekit. This topology uses the **OAuth 2.1 Client Credentials flow**, allowing the agent to obtain an access token without user interaction. Tokens are scoped and time-bound, ensuring secure and auditable automation between services. Flow Summary The agent authenticates with Scalekit using the **OAuth 2.1 Client Credentials Flow** to obtain a scoped access token, then calls the MCP Server’s tools using that token for secure, automated communication. *** ## Authorization Sequence [Section titled “Authorization Sequence”](#authorization-sequence) *** ## How It Works [Section titled “How It Works”](#how-it-works) **Client Registration** Before an agent can request tokens, you must create a **Machine-to-Machine (M2M) client** for your MCP Server in Scalekit. Steps to create a client: 1. Navigate to **Dashboard ? MCP Servers** and select your MCP Server. Go to the **Clients** tab. ![Clients tab placeholder](/.netlify/images?url=_astro%2Fmcp-client-nav.C6UPUhIu.png\&w=1148\&h=1242\&dpl=6a3b904fcb23b100084833a2) 2. Click **Create Client**. ![Create client placeholder](/.netlify/images?url=_astro%2Fmcp-clients-tab.UgPaVUGm.png\&w=3020\&h=1040\&dpl=6a3b904fcb23b100084833a2) 3. Copy the **client\_id** and **client\_secret** immediately - the secret will not be shown again. ![Client Sidesheet](/.netlify/images?url=_astro%2Fmcp-client-sidesheet.D9KN4b5q.png\&w=3020\&h=1500\&dpl=6a3b904fcb23b100084833a2) 4. Optionally, set scopes (e.g., `todo:read`, `todo:write`) that correspond to the permissions configured for your MCP Server. Hit **Save** *** ## Requesting an Access Token [Section titled “Requesting an Access Token”](#requesting-an-access-token) Once you have the client credentials, the agent can request a token directly from the Scalekit Authorization Server: Terminal ```bash 1 curl --location '{{env_url}}/oauth/token' \ 2 --header 'Content-Type: application/x-www-form-urlencoded' \ 3 --data-urlencode 'grant_type=client_credentials' \ 4 --data-urlencode 'client_id={{client_id}}' \ 5 --data-urlencode 'client_secret={{secret_value}}' \ 6 --data-urlencode 'scope=todo:read todo:write' ``` Scalekit responds with a JSON payload similar to: ```json 1 { 2 "access_token": "eyJhbGciOiJSUzI1NiIsInR5cCIgOiAiSldUIn0...", 3 "token_type": "Bearer", 4 "expires_in": 3600, 5 "scope": "todo:read todo:write" 6 } ``` Use the `access_token` in the `Authorization` header when calling your MCP Server’s endpoint. Tip Scalekit issues short-lived tokens that can be safely reused until they expire. Cache the token locally and request a new one shortly before expiration to maintain efficient, secure machine-to-machine communication. *** ## Try It Yourself [Section titled “Try It Yourself”](#try-it-yourself) If you’d like to simulate this flow, use the same **FastMCP Todo Server** from the [FastMCP Example](/authenticate/mcp/fastmcp-quickstart). Create an **M2M client** in the Scalekit Dashboard and run your token request using `curl` or programmatically within your agent. Once the token is obtained, attach it as a Bearer token in the `Authorization` header when calling your MCP Server’s tools. --- # DOCUMENT BOUNDARY --- # Human interacting with MCP Server > Learn how a human authenticates with an MCP Server via OAuth 2.1 when using MCP-compliant hosts such as ChatGPT, Claude, VSCode, or Windsurf. When a human uses a compliant MCP host, that host acts as the OAuth client. It initiates authorization with the Scalekit Authorization Server, obtains a scoped access token, and interacts securely with the MCP Server on behalf of the user. This topology represents the most common interaction model for real-world MCP usecases - **humans interacting with an MCP**, while Scalekit ensures tokens are valid, scoped, and auditable. Flow Summary In general, human-initiated MCP flow uses the **OAuth 2.1 Authorization Code Flow**. Scalekit acts as the Authorization Server, the MCP Server as the Protected Resource, and the host (ChatGPT, Claude, Windsurf, etc.) as the OAuth Client. *** ## Authorization Sequence [Section titled “Authorization Sequence”](#authorization-sequence) *** ## How It Works [Section titled “How It Works”](#how-it-works) 1. **Initiation** ? The human configures an MCP server in their MCP client. 2. **Challenge** ? The MCP Server responds with an HTTP `401` containing a `WWW-Authenticate` header that points to the Scalekit Authorization Server. 3. **Authorization Flow** ? The MCP Client opens the user’s browser to initiate the OAuth 2.1 authorization flow. During this step, the Scalekit Authorization Server handles user authentication through Passwordless, Passkeys, Social login providers (like Google, GitHub, or LinkedIn), or Enterprise SSO integrations (such as Okta, Microsoft Entra ID, or ADFS). The user is then prompted to grant consent for the requested scopes. Once approved, Scalekit returns an authorization code, which the MCP Client exchanges for an access token. 4. **Token Issuance** ? Scalekit issues an OAuth 2.1 access token containing claims and scopes (for example, `todo:read`, `calendar:write`) that represent the user’s permissions. 5. **Authorized Request** ? The client calls the MCP Server again, now attaching the Bearer token in the `Authorization` header. 6. **Validation and Execution** ? The MCP Server validates the token issued by scalekit and executes the requested tool. *** ## Try It Yourself [Section titled “Try It Yourself”](#try-it-yourself) Head to the **[FastMCP Examples section](/authenticate/mcp/fastmcp-quickstart)** to experience this topology in action. There you’ll register a FastMCP server, configure Scalekit Auth, and observe token issuance and validation end-to-end. --- # DOCUMENT BOUNDARY --- # MCP Server interacting with MCPs / APIs > Understand how an MCP Server integrates with internal systems, other MCP servers, or external APIs using secure tokens or API keys. In real-world scenarios, an **MCP Server** often needs to make backend calls - to your **own APIs**, to **another MCP Server**, or to **external APIs** such as CRM, ticketing, or SaaS tools. This page explains three secure ways to perform these downstream integrations, each corresponding to a different trust boundary and authorization pattern. ## 1. Using API Keys or Custom Tokens [Section titled “1. Using API Keys or Custom Tokens”](#1-using-api-keys-or-custom-tokens) Your MCP Server can communicate with internal or external backend systems that have their own authorization servers or API key?based access. In this setup, the MCP Server manages its own credentials securely (for example, an environment variable, vault, or secrets manager) and injects them when making downstream calls. Best practice Always store downstream API credentials securely using a secret manager. Do not expose API keys through MCP tool schemas or client-facing logs. ### Example [Section titled “Example”](#example) * The MCP Server stores an API key as `EXTERNAL_API_KEY` in environment variables. * When a tool (e.g., `get_weather_data`) is called, your MCP server attaches the key in the request. * The backend API validates the key and responds with data. *** ## 2. Interacting with Another MCP Server autonomously [Section titled “2. Interacting with Another MCP Server autonomously”](#2-interacting-with-another-mcp-server-autonomously) If you have two MCP Servers that need to communicate - for example, `crm-mcp` calling tools from `tickets-mcp` - you can follow the same authentication pattern described in the [Agent ? MCP](/authenticate/mcp/topologies/agent-mcp/) topology. The calling MCP Server (in this case, `crm-mcp`) acts as an **autonomous agent**, authenticating with the receiving MCP Server via **OAuth 2.1 Client Credentials Flow**. Once the token is issued by Scalekit, the calling MCP uses it to call tools exposed by the second MCP Server. You can find a detailed explanation of this topology in [this section](/authenticate/mcp/topologies/agent-mcp). *** ## 3. Cascading the Same Token to Downstream Systems [Section titled “3. Cascading the Same Token to Downstream Systems”](#3-cascading-the-same-token-to-downstream-systems) In some cases, you may want your MCP Server to forward (or “cascade”) the **same access token** it received from the client - for example, when your backend system lies within the same trust boundary as the Scalekit Authorization Server and can validate the token based on its issuer, scopes, and expiry. ### When to Use This Pattern [Section titled “When to Use This Pattern”](#when-to-use-this-pattern) * Both systems (MCP Server and backend MCP/API) trust **the same Authorization Server** (Scalekit). * The backend API can validate JWTs using public keys or JWKS URL. * Scopes and issuer claims (`iss`, `scope`, `exp`) are sufficient to determine access. Caution Only cascade tokens across services that share the same trust boundary. If your backend MCP or API does not validate Scalekit-issued tokens, use a separate service credential or client credentials flow instead. --- # DOCUMENT BOUNDARY --- # Troubleshooting MCP auth > Troubleshooting guide for common errors while adding auth for MCP Servers This guide helps you diagnose and resolve common issues when integrating Scalekit as an authentication server for your MCP servers. When you add authentication to MCP servers, you may encounter configuration problems, network issues, or client-specific limitations. This reference covers the most common scenarios and provides step-by-step solutions. Use this guide to troubleshoot setup problems, resolve CORS and network issues, understand client-specific behavior, and implement best practices for your authentication setup. ## Configuration & Setup Issues [Section titled “Configuration & Setup Issues”](#configuration--setup-issues) ### My POST to `/auth-requests/` returns a 404 or “invalid ID” error [Section titled “My POST to /auth-requests/ returns a 404 or “invalid ID” error”](#my-post-to-auth-requests-returns-a-404-or-invalid-id-error) You may be passing the MCP server’s resource ID instead of the connection ID in the URL path. These are two different identifiers with different purposes: | Identifier | Format | Purpose | | --------------- | ---------- | ----------------------------------------------------------------------------- | | `resource_id` | `res_xxx` | Identifies the MCP server; used in token audiences and client registration | | `connection_id` | `conn_xxx` | Identifies your BYOA auth connection; required in `/auth-requests/` endpoints | The correct endpoint uses `connection_id`: ```txt 1 /api/v1/connections//auth-requests//user ``` To find your `connection_id`: open **Dashboard > MCP Servers > \[your server] > Advanced Configurations > Connection ID**. *** ### I’m getting an access token but no refresh token [Section titled “I’m getting an access token but no refresh token”](#im-getting-an-access-token-but-no-refresh-token) Add the `offline_access` scope to your authorization request. Without it, Scalekit does not issue a refresh token alongside the access token. Include it with your other scopes: ```plaintext 1 openid profile email offline_access ``` Once added, subsequent logins will return both an access token and a refresh token. *** ### My MCP server is not connecting to the MCP Inspector [Section titled “My MCP server is not connecting to the MCP Inspector”](#my-mcp-server-is-not-connecting-to-the-mcp-inspector) When your MCP server fails to connect to the MCP Inspector, this typically indicates a problem with the authentication handshake or metadata configuration. Follow these diagnosis steps to identify the issue. **Verify the MCP server is responding correctly:** 1. Open your browser’s developer tools (Network tab) 2. Navigate to your MCP server URL (e.g., `http://localhost:3002/`) 3. Confirm the response returns a `401` status code 4. Check the response headers for `www-authenticate` containing `resource_metadata=""` **Validate the metadata:** 1. Copy the metadata URL from the `www-authenticate` header 2. Open it in your browser 3. Confirm the JSON structure matches what you see in your Scalekit dashboard Note If all checks pass but the connection still fails, check the CORS & Network Issues section below. ### I’m getting a redirect\_uri mismatch error during authorization [Section titled “I’m getting a redirect\_uri mismatch error during authorization”](#im-getting-a-redirect_uri-mismatch-error-during-authorization) This error typically occurs when your MCP client has cached an old MCP server domain after you’ve changed it. The client continues sending requests to the old URL, which doesn’t match your current Scalekit configuration. **Clear cached authentication by client type:** **MCP-Remote:** 1. Delete the cached configuration folder: `~/.mcp-auth/mcp-remote-` 2. Reconnect to your MCP server **VS Code:** 1. Open the Command Palette (Cmd/Ctrl + Shift + P) 2. Search for **Authentication: Remove Dynamic Authentication Provider** 3. Select and remove the cached entry 4. Reconnect to your MCP server **Claude Desktop:** Caution Claude Desktop does not currently support clearing cached authentication data. As a workaround, use a different domain or subdomain for your MCP server, or contact Claude support for assistance. ### GitHub Copilot CLI: stale cached credentials after environment switch [Section titled “GitHub Copilot CLI: stale cached credentials after environment switch”](#github-copilot-cli-stale-cached-credentials-after-environment-switch) GitHub Copilot CLI caches OAuth client credentials locally. If you switch your Scalekit environment (for example, from US to EU), the cached `client_id` no longer matches the new environment and login fails with `unable to retrieve client by id`. **Resolution:** 1. Locate and delete the cached OAuth config files: ```sh 1 rm -rf ~/.copilot/mcp-oauth-config ``` 2. Reconnect your MCP server in GitHub Copilot CLI — it will register a fresh client against the correct environment. Note If you cannot find the files using the path above, also check `~/.config/github-copilot/` for any cached MCP auth files. *** ## CORS & Network Issues [Section titled “CORS & Network Issues”](#cors--network-issues) ### I see CORS errors in the network logs when using MCP Inspector [Section titled “I see CORS errors in the network logs when using MCP Inspector”](#i-see-cors-errors-in-the-network-logs-when-using-mcp-inspector) CORS errors occur when your MCP client cannot make cross-origin requests to your Scalekit environment during the authentication handshake. This prevents the authentication flow from completing successfully. **Resolution:** 1. Navigate to **Dashboard > Authentication > Redirect URLs > Allowed Callback URLs** 2. Add your MCP Inspector URL to the allowed list: `http://localhost:6274/` 3. Retry the connection Development vs Production URLs Ensure you add callback URLs for both your development (`http://localhost:6274/`) and production environments to avoid CORS errors in either environment. ### Calls from the MCP client are not reaching my MCP server [Section titled “Calls from the MCP client are not reaching my MCP server”](#calls-from-the-mcp-client-are-not-reaching-my-mcp-server) If requests from your MCP client silently fail to reach your server, a proxy or firewall may be blocking them. This often happens in corporate environments or when using CDN services. **Troubleshooting steps:** 1. Check if you’re using a proxy (e.g., Cloudflare, AWS WAF, corporate proxy) 2. Configure your proxy to allow or exempt requests from your MCP client to your server domain 3. Review proxy logs to confirm whether requests are being blocked 4. Test direct connectivity from your client machine to your MCP server (without proxy, if possible) Note Some corporate proxies require explicit whitelisting of authentication endpoints. Contact your network administrator if you suspect this is the case. ### Cloudflare bot protection is blocking MCP client requests [Section titled “Cloudflare bot protection is blocking MCP client requests”](#cloudflare-bot-protection-is-blocking-mcp-client-requests) If your MCP server is behind Cloudflare and AI agents (such as Claude Desktop, Cursor, or other MCP clients) cannot reach it, Cloudflare’s **Bot Fight Mode**, **Super Bot Fight Mode**, or **AI Crawl Control** settings may be classifying agent traffic as bot traffic and blocking it at the edge. **Symptoms:** * MCP client connections fail silently or return `403 Forbidden` * Authentication handshake never completes * Browser access to the MCP server works, but programmatic access from AI agents does not * Cloudflare serves a JavaScript challenge or Turnstile page instead of your MCP response **Diagnose which rule is blocking:** 1. Open the [Cloudflare dashboard](https://dash.cloudflare.com/) for your domain 2. Navigate to **Security > Events** 3. Filter for your MCP server path and look for blocked or challenged requests 4. Note the **rule name** — it tells you which Cloudflare feature caused the block (Bot Fight Mode, Super Bot Fight Mode, AI Crawl Control, or a managed rule) **Resolution for Cloudflare Free plan (Bot Fight Mode):** On the Free plan, Bot Fight Mode runs before the WAF Ruleset Engine, so custom WAF skip rules have no effect on it. Your options are: 1. Open **Security Settings** in the Cloudflare dashboard (direct link: `https://dash.cloudflare.com/?to=/:account/:zone/security/settings`) 2. Under **Bot traffic**, turn **Bot Fight Mode** off 3. If **Block AI Scrapers and Crawlers** is also enabled, disable it 4. Retry the MCP client connection **Resolution for Pro, Business, or Enterprise plans (Super Bot Fight Mode):** On paid plans, you can create a WAF custom rule that skips bot protection only for MCP traffic while keeping the rest of your domain protected: 1. Navigate to **Security > WAF > Custom rules > Create rule** 2. Set the expression to match your MCP server path: `starts_with(http.request.uri.path, "/mcp")` — adjust the path to match your MCP server’s base path 3. Set the action to **Skip**, then select **Super Bot Fight Mode** 4. Move this rule to the top of your custom rules list so it evaluates first 5. Save and deploy, then retry the MCP client connection Alternatively, navigate to **AI Crawl Control** in your bot settings and set Claude-related bots (`ClaudeBot`, `Claude-User`) to **Allow**. Tip The WAF skip rule approach is recommended for paid plans because it disables bot checks only for MCP server traffic while keeping your other endpoints protected. Note Some MCP client SDKs send empty or missing `User-Agent` headers, which can trigger separate WAF rules unrelated to bot protection. If the Security Events log shows a user-agent-based block rather than a bot rule, check your MCP client’s request headers. *** ## Client-Specific Issues [Section titled “Client-Specific Issues”](#client-specific-issues) ### Claude Desktop ignores custom ports when connecting to MCP servers [Section titled “Claude Desktop ignores custom ports when connecting to MCP servers”](#claude-desktop-ignores-custom-ports-when-connecting-to-mcp-servers) Claude Desktop currently only supports standard HTTPS traffic on port `443`. If your MCP server runs on a custom port (e.g., `https://mymcp.internal:8443/`), Claude Desktop will still attempt to connect to port `443`, causing the connection to fail. **Workaround options:** 1. Expose your MCP server on port `443` (requires a proxy or load balancer) 2. Use a reverse proxy that listens on `443` and forwards requests to your custom port Note Future versions of Claude Desktop may add custom port support. Check the Claude Desktop release notes for updates. ### Multiple authentication tabs open when using both MCP-Remote and Claude Desktop [Section titled “Multiple authentication tabs open when using both MCP-Remote and Claude Desktop”](#multiple-authentication-tabs-open-when-using-both-mcp-remote-and-claude-desktop) Recent versions of Claude Desktop have introduced Connectors functionality, eliminating the need to run MCP-Remote separately. Claude Desktop includes a **Custom Connector** feature that allows you to configure MCP servers directly without additional tools. **Recommendation:** * Use Claude Desktop’s built-in Custom Connector feature for MCP server management * Disable or stop MCP-Remote if you’re only using Claude Desktop * If you have a specific use case requiring both, contact Claude’s official support Tip To avoid duplicate authentication flows, ensure you’re using only one MCP client at a time. ### OAuth popup closes immediately or shows “window closed too soon” [Section titled “OAuth popup closes immediately or shows “window closed too soon””](#oauth-popup-closes-immediately-or-shows-window-closed-too-soon) MCP clients that use a popup-based OAuth flow (such as Amazon Q) may report that the popup closed too soon or that authentication failed, even though the OAuth flow completed successfully in the popup window. **Root cause:** Your application’s login page returns a `Cross-Origin-Opener-Policy: same-origin` HTTP header. When a cross-origin MCP client (for example, `quick.aws.com`) opens a popup that navigates to a page with this header, the browser severs the opener’s reference to the popup. The MCP client sees the popup as `closed` immediately, before the OAuth callback can complete. **Diagnosis:** Check the response headers on your login or redirect endpoint: ```sh 1 curl -sI https://your-app.com/login | grep -i cross-origin-opener-policy ``` If the output includes `cross-origin-opener-policy: same-origin`, this is the cause. **Resolution:** Remove the `Cross-Origin-Opener-Policy` header from your login and OAuth callback endpoints, or change its value to `unsafe-none`: ```plaintext 1 Cross-Origin-Opener-Policy: unsafe-none ``` You can scope this change to only the endpoints involved in the OAuth flow rather than your entire application. After the change, retry the MCP client connection. This is an application-side fix This header is set by your application or its hosting platform, not by Scalekit. Common sources include framework defaults (for example, Next.js, Rails), CDN or reverse proxy settings, and security middleware. ### My browser is not getting invoked during authentication [Section titled “My browser is not getting invoked during authentication”](#my-browser-is-not-getting-invoked-during-authentication) Some MCP clients require permission to open your default browser during the authentication flow. If your browser doesn’t launch, the authentication handshake may timeout, preventing successful authentication. **Resolution by operating system:** **macOS:** 1. Open **System Preferences > Security & Privacy > App Management** 2. Ensure the MCP client has permission to open applications 3. Restart your MCP client **Windows:** 1. Navigate to **Settings > Privacy > App permissions** 2. Enable **Allow apps to manage your default app settings** 3. Restart your MCP client **Linux:** 1. Ensure `xdg-open` or your default browser opener is installed: `which xdg-open` 2. Verify the command is accessible from your terminal 3. Restart your MCP client Note After updating permissions, always restart your MCP client to ensure the changes take effect. *** ## Best practices [Section titled “Best practices”](#best-practices) Follow these best practices to avoid common issues and maintain a robust MCP authentication setup: 1. **Use separate Scalekit environments** for development and production to prevent configuration conflicts 2. **Register MCP servers with environment-specific domains:** * Development: `https://mcp-dev.yourdomain.com/` * Production: `https://mcp.yourdomain.com/` 3. **Update your MCP client configuration** to point to the correct Scalekit environment for each deployment 4. **Test authentication independently** in each environment before deploying to production 5. **Monitor authentication logs** in **Dashboard > Authentication > Logs** to identify and resolve issues quickly 6. **Keep callback URLs updated** whenever you change domains or ports Environment management Maintain separate environment variables for your MCP server configuration (e.g., `SCALEKIT_ENVIRONMENT_URL`, `MCP_SERVER_URL`) to easily switch between development and production environments. --- # DOCUMENT BOUNDARY --- # Add auth to xmcp server > Build an MCP server with xmcp framework and Scalekit OAuth 2.1 authentication. xmcp handles transport, routing, and bundling so you focus on tools. This guide shows you how to build an MCP server with [xmcp](https://xmcp.dev) and secure it with Scalekit OAuth 2.1. xmcp is a TypeScript MCP framework that handles transport setup, bundling, and hot reload — you write tools as plain functions and add auth via a middleware file. Use this quickstart when you want a framework that manages MCP protocol details for you. xmcp gives you file-based routing for tools, built-in Streamable HTTP transport, and a middleware convention that keeps auth separate from business logic. The full code is available on [GitHub](https://github.com/scalekit-developers/xmcp-scalekit-example). **Prerequisites** * A [Scalekit account](https://app.scalekit.com) with permission to manage MCP servers * **Node.js 18+** installed locally * Basic understanding of TypeScript and OAuth Review the xmcp MCP authorization flow 1. ## Register your MCP server in Scalekit [Section titled “Register your MCP server in Scalekit”](#register-your-mcp-server-in-scalekit) Create a protected resource entry so Scalekit can issue and validate tokens for your server. 1. Navigate to **[Dashboard](https://app.scalekit.com) > MCP Servers > Add MCP Server**. 2. Enter a descriptive name (for example, `xmcp Demo`). 3. Set **Server URL** to `http://localhost:3001`. 4. Ensure **Allow dynamic client registration** is checked — this is required for MCP clients like Claude Desktop and Cursor to connect automatically. 5. Click **Save** to create the server. After saving, note the **Resource ID** shown below the server name (for example, `res_...`). You’ll need it in the next step. 2. ## Create your project [Section titled “Create your project”](#create-your-project) Scaffold a new xmcp project and add the dependencies for Scalekit authentication. Terminal ```bash 1 mkdir xmcp-scalekit-example 2 cd xmcp-scalekit-example ``` Create `package.json`: package.json ```json 1 { 2 "name": "xmcp-scalekit-example", 3 "private": true, 4 "scripts": { 5 "dev": "xmcp dev", 6 "build": "xmcp build", 7 "start": "node dist/http.js" 8 }, 9 "dependencies": { 10 "xmcp": "^0.6.10", 11 "@scalekit-sdk/node": "^2.6.2", 12 "jose": "^5.2.0", 13 "express": "^4.22.1", 14 "zod": "^4.0.10" 15 }, 16 "devDependencies": { 17 "@types/express": "^4.17.25", 18 "@types/node": "^22.19.2", 19 "typescript": "^5.9.3" 20 } 21 } ``` Install dependencies: Terminal ```bash 1 npm install ``` 3. ## Configure environment variables [Section titled “Configure environment variables”](#configure-environment-variables) Create a `.env` file with your Scalekit credentials from step 1. Terminal ```bash 1 cat <<'EOF' > .env 2 SCALEKIT_ENVIRONMENT_URL=https://.scalekit.com 3 SCALEKIT_CLIENT_ID= 4 SCALEKIT_CLIENT_SECRET= 5 SCALEKIT_RESOURCE_ID= 6 BASE_URL=http://localhost:3001 7 PORT=3001 8 EOF 9 10 open .env ``` | Variable | Description | | -------------------------- | ---------------------------------------------------------------------------------------------- | | `SCALEKIT_ENVIRONMENT_URL` | Your Scalekit environment URL from **Dashboard > Settings > API Credentials** | | `SCALEKIT_CLIENT_ID` | Client ID from **Dashboard > Settings > API Credentials** | | `SCALEKIT_CLIENT_SECRET` | Client secret from **Dashboard > Settings > API Credentials** | | `SCALEKIT_RESOURCE_ID` | Resource ID from **Dashboard > MCP Servers** (the `res_...` value shown below the server name) | | `BASE_URL` | Public URL where your server is reachable. Must match the Server URL registered in Scalekit | | `PORT` | Local port for the server | Resource ID is required Without `SCALEKIT_RESOURCE_ID`, the server cannot serve the resource-specific authorization server metadata that includes the `registration_endpoint`. MCP clients that rely on Dynamic Client Registration (DCR) — including Claude Desktop and Cursor — will fail to connect. 4. ## Enable Streamable HTTP transport [Section titled “Enable Streamable HTTP transport”](#enable-streamable-http-transport) Create `xmcp.config.ts` at the project root to enable Streamable HTTP mode. By default xmcp uses stdio; setting `http: true` starts an Express-based HTTP server. xmcp.config.ts ```typescript 1 import { XmcpConfig } from "xmcp"; 2 3 const config: XmcpConfig = { 4 http: true, 5 paths: { 6 prompts: false, 7 resources: false, 8 }, 9 }; 10 11 export default config; ``` 5. ## Add the Scalekit auth provider [Section titled “Add the Scalekit auth provider”](#add-the-scalekit-auth-provider) Create `src/lib/scalekit-auth.ts` — this is the auth provider that handles JWT verification and OAuth discovery endpoints. The provider returns an xmcp `Middleware` object with a `router` (for discovery endpoints) and a `middleware` (for token validation on `/mcp`). src/lib/scalekit-auth.ts ```typescript 10 collapsed lines 1 import { 2 Router, 3 Request, 4 Response, 5 NextFunction, 6 type RequestHandler, 7 } from "express"; 8 import { createContext, type Middleware } from "xmcp"; 9 import { createRemoteJWKSet, jwtVerify, errors } from "jose"; 10 import { Scalekit } from "@scalekit-sdk/node"; 11 12 // --- Types --- 13 14 export interface ScalekitConfig { 15 readonly environmentUrl: string; 16 readonly clientId: string; 17 readonly clientSecret: string; 18 readonly baseURL: string; 19 readonly resourceId?: string; 20 readonly docsURL?: string; 21 readonly scopes?: readonly string[]; 22 } 23 24 export interface JWTClaims { 25 readonly sub: string; 26 collapsed lines 26 readonly iss: string; 27 readonly aud?: string | readonly string[]; 28 readonly exp: number; 29 readonly iat: number; 30 readonly scope?: string; 31 readonly sid?: string; 32 readonly org_id?: string; 33 } 34 35 export interface Session { 36 readonly userId: string; 37 readonly scopes: readonly string[]; 38 readonly organizationId?: string; 39 readonly expiresAt: Date; 40 readonly issuedAt: Date; 41 readonly claims: JWTClaims; 42 } 43 44 interface SessionContext { 45 session: Session | null; 46 } 47 48 interface ClientContext { 49 client: Scalekit; 50 } 51 52 const sessionContext = createContext({ 53 name: "scalekit-context-session", 54 }); 55 56 const clientContext = createContext({ 57 name: "scalekit-context-client", 58 }); 59 60 // --- Public accessors (call from tools) --- 61 62 export function getSession(): Session { 63 const ctx = sessionContext.getContext(); 64 if (!ctx.session) { 65 throw new Error( 66 "[Scalekit] No session. Is the request authenticated?" 67 ); 68 } 69 return ctx.session; 70 } 71 72 export function getClient(): Scalekit { 73 const { client } = clientContext.getContext(); 74 if (!client) { 75 throw new Error( 76 "[Scalekit] Client not initialized." 77 ); 78 } 79 return client; 80 } 81 82 // --- JWT helpers --- 83 84 async function verifyScalekitToken( 85 token: string, 59 collapsed lines 86 jwksUrl: URL, 87 issuer: string 88 ) { 89 const JWKS = createRemoteJWKSet(jwksUrl); 90 const { payload } = await jwtVerify(token, JWKS, { 91 issuer, 92 clockTolerance: 30, 93 }); 94 if (!payload.sub) throw new Error("Missing sub claim"); 95 return payload as unknown as JWTClaims; 96 } 97 98 function claimsToSession(claims: JWTClaims): Session { 99 return { 100 userId: claims.sub, 101 scopes: claims.scope ? claims.scope.split(" ") : [], 102 organizationId: claims.org_id, 103 expiresAt: new Date(claims.exp * 1000), 104 issuedAt: new Date(claims.iat * 1000), 105 claims, 106 }; 107 } 108 109 function extractBearerToken( 110 header: string | undefined 111 ): string | null { 112 if (!header) return null; 113 const parts = header.split(" "); 114 if (parts.length !== 2 || parts[0].toLowerCase() !== "bearer") 115 return null; 116 return parts[1]; 117 } 118 119 // --- Provider factory --- 120 121 export function scalekitProvider( 122 config: ScalekitConfig 123 ): Middleware { 124 const client = new Scalekit( 125 config.environmentUrl, 126 config.clientId, 127 config.clientSecret 128 ); 129 130 clientContext.provider({ client }, () => {}); 131 sessionContext.provider({ session: null }, () => {}); 132 133 const envUrl = config.environmentUrl.replace(/\/$/, ""); 134 const authServerBase = config.resourceId 135 ? `${envUrl}/resources/${config.resourceId}` 136 : envUrl; 137 138 // Pre-fetch JWKS URI — try OAuth AS metadata first. 139 // Resource-specific paths serve /.well-known/oauth-authorization-server 140 // but NOT /.well-known/openid-configuration. 141 let resolvedJwksUri: URL | null = null; 142 (async () => { 143 try { 144 const urls = [ 145 `${authServerBase}/.well-known/oauth-authorization-server`, 146 `${authServerBase}/.well-known/openid-configuration`, 147 ]; 148 for (const url of urls) { 149 const response = await fetch(url); 150 if (response.ok) { 151 const meta = (await response.json()) as { 152 jwks_uri?: string; 153 }; 154 if (meta.jwks_uri) { 155 resolvedJwksUri = new URL(meta.jwks_uri); 156 console.log( 157 "[Scalekit] Resolved JWKS URI:", 158 resolvedJwksUri.toString() 159 ); 160 return; 161 } 162 } 163 } 164 } catch (e) { 165 console.warn("[Scalekit] Could not pre-fetch JWKS URI:", e); 166 } 167 })(); 168 169 return { 170 middleware: buildMiddleware( 171 config, 172 authServerBase, 173 () => resolvedJwksUri 174 ), 175 router: buildRouter(config, authServerBase), 176 }; 177 } 178 179 // --- Router (discovery endpoints) --- 180 181 function buildRouter( 182 config: ScalekitConfig, 183 authServerBase: string 184 ): Router { 185 const router = Router(); 186 const baseUrl = config.baseURL.replace(/\/$/, ""); 187 188 // RFC 9728: Protected Resource Metadata 189 router.get( 190 "/.well-known/oauth-protected-resource", 191 (_req: Request, res: Response) => { 192 res.json({ 193 resource: baseUrl, 194 authorization_servers: [authServerBase], 195 bearer_methods_supported: ["header"], 196 ...(config.scopes && 197 config.scopes.length > 0 && { 198 scopes_supported: config.scopes, 199 }), 200 }); 201 } 202 ); 203 204 // RFC 8414: Authorization Server Metadata (proxied from Scalekit) 205 // Tries /.well-known/oauth-authorization-server first because 206 // resource-specific paths include registration_endpoint for DCR. 207 router.get( 208 "/.well-known/oauth-authorization-server", 209 async (_req: Request, res: Response) => { 210 try { 211 const asUrl = `${authServerBase}/.well-known/oauth-authorization-server`; 212 const asRes = await fetch(asUrl); 213 if (asRes.ok) { 214 res.json(await asRes.json()); 215 return; 216 } 217 const oidcUrl = `${authServerBase}/.well-known/openid-configuration`; 218 const oidcRes = await fetch(oidcUrl); 219 if (oidcRes.ok) { 220 res.json(await oidcRes.json()); 221 return; 222 } 223 res.status(502).json({ 224 error: "Failed to fetch authorization server metadata", 225 }); 226 } catch { 227 res.status(502).json({ 228 error: "Failed to fetch authorization server metadata", 229 }); 230 } 231 } 232 ); 233 234 return router; 235 } 236 237 // --- Middleware (token validation) --- 238 239 function buildMiddleware( 240 config: ScalekitConfig, 241 authServerBase: string, 242 getJwksUri: () => URL | null 243 ): RequestHandler { 244 const wwwAuth = 245 'Bearer resource_metadata="/.well-known/oauth-protected-resource"'; 246 247 return async ( 248 req: Request, 249 res: Response, 250 next: NextFunction 251 ) => { 252 if (!req.path.startsWith("/mcp")) { 253 next(); 254 return; 255 } 256 257 const token = extractBearerToken(req.headers.authorization); 258 if (!token) { 259 res.setHeader("WWW-Authenticate", wwwAuth); 260 res.status(401).json({ 261 error: "unauthorized", 262 error_description: "Missing or invalid bearer token", 263 }); 264 return; 265 } 266 267 try { 268 const jwksUrl = 269 getJwksUri() || 270 new URL(`${authServerBase}/.well-known/jwks`); 271 272 // Validate against environmentUrl — Scalekit always sets 273 // the environment URL as the JWT issuer, not the 274 // resource-specific path. 275 const claims = await verifyScalekitToken( 276 token, 277 jwksUrl, 278 config.environmentUrl.replace(/\/$/, "") 279 ); 280 281 const session = claimsToSession(claims); 282 sessionContext.provider({ session }, () => next()); 283 } catch { 284 res.setHeader( 285 "WWW-Authenticate", 286 `${wwwAuth}, error="invalid_token"` 287 ); 288 res.status(401).json({ 289 error: "invalid_token", 290 error_description: "Token verification failed", 291 }); 292 } 293 }; 294 } ``` Three details that are easy to get wrong: * **JWKS resolution:** Resource-specific paths on Scalekit serve `/.well-known/oauth-authorization-server` but return 404 for `/.well-known/openid-configuration`. The provider tries both in order. * **AS metadata proxy:** The resource-specific `oauth-authorization-server` response includes the `registration_endpoint` that DCR clients need. The environment-level `openid-configuration` does not. * **Issuer validation:** Scalekit JWTs always have the environment URL as `iss`, not the resource-specific path. The middleware validates against `config.environmentUrl`, not `authServerBase`. 6. ## Wire the middleware [Section titled “Wire the middleware”](#wire-the-middleware) Create `src/middleware.ts` — this is the file xmcp looks for to apply auth middleware to all requests. src/middleware.ts ```typescript 1 import { scalekitProvider } from "./lib/scalekit-auth"; 2 3 export default scalekitProvider({ 4 environmentUrl: process.env.SCALEKIT_ENVIRONMENT_URL!, 5 clientId: process.env.SCALEKIT_CLIENT_ID!, 6 clientSecret: process.env.SCALEKIT_CLIENT_SECRET!, 7 baseURL: process.env.BASE_URL || "http://localhost:3001", 8 resourceId: process.env.SCALEKIT_RESOURCE_ID, 9 scopes: ["openid", "profile", "email"], 10 }); ``` xmcp middleware convention xmcp automatically loads `src/middleware.ts` as a special entry point. Tools cannot import from this file directly — shared code like `getSession()` lives in `src/lib/` instead. 7. ## Add tools [Section titled “Add tools”](#add-tools) xmcp uses file-based routing — each file in `src/tools/` becomes an MCP tool. Create two tools that use the authenticated session. src/tools/whoami.ts ```typescript 1 import { type ToolMetadata } from "xmcp"; 2 import { getSession } from "../lib/scalekit-auth"; 3 4 export const metadata: ToolMetadata = { 5 name: "whoami", 6 description: 7 "Returns the authenticated user's session information", 8 }; 9 10 export default function whoami(): string { 11 const session = getSession(); 12 return JSON.stringify( 13 { 14 userId: session.userId, 15 scopes: session.scopes, 16 organizationId: session.organizationId || "N/A", 17 expiresAt: session.expiresAt.toISOString(), 18 issuedAt: session.issuedAt.toISOString(), 19 }, 20 null, 21 2 22 ); 23 } ``` src/tools/greet.ts ```typescript 1 import { z } from "zod"; 2 import { type InferSchema, type ToolMetadata } from "xmcp"; 3 import { getSession } from "../lib/scalekit-auth"; 4 5 export const schema = { 6 name: z.string().describe("The name to greet"), 7 }; 8 9 export const metadata: ToolMetadata = { 10 name: "greet", 11 description: "Greet the user with their Scalekit identity", 12 }; 13 14 export default function greet({ 15 name, 16 }: InferSchema): string { 17 const session = getSession(); 18 return `Hello, ${name}! Your user ID is ${session.userId}`; 19 } ``` 8. ## Start the server [Section titled “Start the server”](#start-the-server) Terminal ```bash 1 npm run dev ``` You should see: ```plaintext 1 ✔ MCP Server running on http://127.0.0.1:3001/mcp 2 [Scalekit] Resolved JWKS URI: https://.scalekit.com/keys ``` The JWKS log confirms the server successfully connected to Scalekit and can validate tokens. 9. ## Test with MCP Inspector [Section titled “Test with MCP Inspector”](#test-with-mcp-inspector) Verify the full flow using MCP Inspector. Terminal ```bash 1 npx @modelcontextprotocol/inspector@latest ``` In the Inspector UI: 1. Set transport to **Streamable HTTP**, URL to `http://localhost:3001/mcp`, connection to **Direct** 2. Get an access token using client credentials: Terminal ```bash 1 curl -s -X POST "$SCALEKIT_ENVIRONMENT_URL/oauth/token" \ 2 -H "Content-Type: application/x-www-form-urlencoded" \ 3 -d "grant_type=client_credentials\ 4 &client_id=$SCALEKIT_CLIENT_ID\ 5 &client_secret=$SCALEKIT_CLIENT_SECRET" | jq .access_token -r ``` 3. Enable the **Authorization** custom header and set its value to `Bearer ` 4. Click **Connect** — you should see `whoami` and `greet` in the Tools tab Connect from Claude Code MCP clients that support OAuth 2.1 handle the full flow automatically — DCR, authorization code + PKCE, and token refresh. For Claude Code: ```bash claude mcp add --transport http xmcp-server http://localhost:3001/mcp ``` You now have a working xmcp MCP server with Scalekit OAuth 2.1 authentication. Add more tools by creating files in `src/tools/`, and access the authenticated user from any tool via `getSession()`. For production deployment, build with `npm run build` and run the compiled output with `npm start`. --- # DOCUMENT BOUNDARY --- # Test users > Set up test users to run automated E2E tests for login and signup flows Test users let you run Playwright, Cypress, and other E2E tests against signup and login flows without waiting for real OTP or magic-link emails. Scalekit accepts a static 6-digit code that you configure, so tests are fast, reliable, and inbox-free. **What doesn’t change:** Test users only affects OTP email delivery. Everything else — organization creation, user creation, session creation, audit logs, webhooks, and post-login redirects — behaves the same as it does for a real user. ### Prerequisites [Section titled “Prerequisites”](#prerequisites) Enable the **Magic Link & OTP** auth method, with the delivery option set to `Verification Code` or `Magic Link + Verification Code`. `Magic Link`-only delivery is not supported. ![Magic link/OTP configuration](/.netlify/images?url=_astro%2F2026-05-14-10-45-39.sA74CAt7.png\&w=2906\&h=1408\&dpl=6a3b904fcb23b100084833a2) ## Configure test users [Section titled “Configure test users”](#configure-test-users) The test users allowlist is set per environment and accepts up to 5 emails. Configure it once — every signup and login test in that environment uses the same emails and static code. 1. ### Open Test users settings [Section titled “Open Test users settings”](#open-test-users-settings) Go to **Dashboard > Environment settings > Test users**. ![Test users settings page](/.netlify/images?url=_astro%2Ftest-users-settings.zn18KeZw.png\&w=2176\&h=1410\&dpl=6a3b904fcb23b100084833a2) 2. ### Enable and add emails to the allowlist [Section titled “Enable and add emails to the allowlist”](#enable-and-add-emails-to-the-allowlist) Toggle **Enable test users**. Add up to 5 test emails — emails are stored lowercase and de-duplicated. Each entry must contain `+sktest` in the local part (before `@`); any domain works. | Email | Valid? | Reason | | ----------------------------- | ------ | ------------------------------------- | | `john+sktest@acmecorp.com` | ✓ | `+sktest` present in the local part | | `bob+sktest@anything.example` | ✓ | Any domain works | | `john@acmecorp.com` | ✗ | Missing `+sktest` marker | | `john+test@acmecorp.com` | ✗ | Marker must be exactly `+sktest` | | `sktest+john@acmecorp.com` | ✗ | Must appear after `+`, not before `@` | ![Test users allowlist with an email added](/.netlify/images?url=_astro%2Ftest-users-allowlist.BzUbAWIw.png\&w=2174\&h=1410\&dpl=6a3b904fcb23b100084833a2) 3. ### Set the static confirmation code [Section titled “Set the static confirmation code”](#set-the-static-confirmation-code) Enter a **Static confirmation code** — exactly 6 digits. The default is `424242`. Tests will enter this code at the OTP prompt. 4. ### Save [Section titled “Save”](#save) Click **Save** and reload the page to confirm the settings persisted. ## Test the signup flow [Section titled “Test the signup flow”](#test-the-signup-flow) Use this flow to verify that a new user can complete signup and end up as a member of an organization. Use environment variables Store the test email, static code, and authorization URL as environment variables (`SCALEKIT_TEST_USER_EMAIL`, `SCALEKIT_TEST_USER_CODE`, `SCALEKIT_TEST_AUTH_URL`) — don’t hard-code them in test files. Point the test at Scalekit’s authorization endpoint with `prompt=create` so the browser lands directly on the hosted signup screen: Authorization URL (signup) ```sh /oauth/authorize? response_type=code& client_id=& redirect_uri=& scope=openid+profile+email+offline_access& state=& prompt=create ``` After OTP verification, Scalekit redirects to `` with an authorization code. Assert on the callback URL in your test. * Playwright playwright/e2e/signup.spec.ts ```ts 1 import { test, expect } from '@playwright/test' 2 3 const AUTH_URL = process.env.SCALEKIT_TEST_AUTH_URL! 4 const TEST_USER_EMAIL = process.env.SCALEKIT_TEST_USER_EMAIL! 5 const TEST_USER_CODE = process.env.SCALEKIT_TEST_USER_CODE! 6 7 test('OTP signup with test user', async ({ page }) => { 8 await page.goto(AUTH_URL) 9 10 await page.fill('input[name="email"]', TEST_USER_EMAIL) 11 await page.getByRole('button', { name: 'Continue', exact: true }).click() 12 13 await page.locator('[data-scope="pin-input"][data-part="input"]').first().pressSequentially(TEST_USER_CODE) 14 await page.getByRole('button', { name: 'Continue', exact: true }).click() 15 16 // Replace with your app's post-login URL pattern 17 await expect(page).toHaveURL(/dashboard\.sampleapp\.com/) 18 }) ``` * Cypress cypress/e2e/signup.cy.ts ```ts 1 const AUTH_URL = Cypress.env('SCALEKIT_TEST_AUTH_URL') 2 const TEST_USER_EMAIL = Cypress.env('SCALEKIT_TEST_USER_EMAIL') 3 const TEST_USER_CODE = Cypress.env('SCALEKIT_TEST_USER_CODE') 4 5 describe('OTP signup with test user', () => { 6 it('signs up using the static code', () => { 7 cy.visit(AUTH_URL) 8 9 cy.get('input[name="email"]').type(TEST_USER_EMAIL) 10 cy.get('button[type="submit"]').contains('Continue').click() 11 12 cy.get('[data-scope="pin-input"][data-part="input"]').first().type(TEST_USER_CODE) 13 cy.get('button[type="submit"]').contains('Continue').click() 14 15 // Replace with your app's post-login URL pattern 16 cy.url().should('include', 'dashboard.sampleapp.com') 17 }) 18 }) ``` **Verify:** After running the test, check: * A new organization exists with the test user as a member. Verify in **Dashboard > Organizations > Newly created organization > Users**. ![New organization and user created](/.netlify/images?url=_astro%2F2026-05-14-10-37-41.C1uM9642.png\&w=2910\&h=1404\&dpl=6a3b904fcb23b100084833a2) * **Auth logs** in **Dashboard > Auth logs** show two test-user events: * *Verification email suppressed (test user)* * *OTP verification successful (test user)* ![Auth logs for test users in signup flow](/.netlify/images?url=_astro%2F2026-05-14-10-40-10.D-kzd9Ri.png\&w=2916\&h=1386\&dpl=6a3b904fcb23b100084833a2) ## Test the login flow [Section titled “Test the login flow”](#test-the-login-flow) Use this flow to verify login for a user that already exists in an organization. The test user must be created before the test runs. Add them manually in **Dashboard > Organizations > Newly created organization > Users > Create user**, or create them programmatically with the Scalekit API or SDK: * Node.js Create test user in an organization ```ts 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 3 const scalekit = new ScalekitClient( 4 process.env.SCALEKIT_ENVIRONMENT_URL!, 5 process.env.SCALEKIT_CLIENT_ID!, 6 process.env.SCALEKIT_CLIENT_SECRET! 7 ) 8 9 const { user } = await scalekit.user.createUserAndMembership(orgId, { 10 email: 'john+sktest@acmecorp.com', 11 sendInvitationEmail: false, 12 }) ``` * Python Create test user in an organization ```python 1 import os 2 from scalekit import ScalekitClient 3 from scalekit.v1.users.users_pb2 import CreateUser 4 5 scalekit_client = ScalekitClient( 6 env_url=os.environ["SCALEKIT_ENVIRONMENT_URL"], 7 client_id=os.environ["SCALEKIT_CLIENT_ID"], 8 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"] 9 ) 10 11 user_response = scalekit_client.users.create_user_and_membership( 12 org_id, 13 CreateUser(email="john+sktest@acmecorp.com"), 14 send_invitation_email=False, 15 ) ``` * Go Create test user in an organization ```go 1 import usersv1 "github.com/scalekit-inc/scalekit-sdk-go/v2/pkg/grpc/scalekit/v1/users" 2 3 scalekitClient := scalekit.NewScalekitClient( 4 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 5 os.Getenv("SCALEKIT_CLIENT_ID"), 6 os.Getenv("SCALEKIT_CLIENT_SECRET"), 7 ) 8 9 userResp, err := scalekitClient.User().CreateUserAndMembership(ctx, orgID, 10 &usersv1.CreateUser{Email: "john+sktest@acmecorp.com"}, 11 false, 12 ) 13 if err != nil { 14 log.Fatalf("failed to create user: %v", err) 15 } ``` * Java Create test user in an organization ```java 1 import com.scalekit.grpc.scalekit.v1.users.*; 2 3 ScalekitClient scalekitClient = new ScalekitClient( 4 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 5 System.getenv("SCALEKIT_CLIENT_ID"), 6 System.getenv("SCALEKIT_CLIENT_SECRET") 7 ); 8 9 CreateUserAndMembershipRequest request = CreateUserAndMembershipRequest.newBuilder() 10 .setUser(CreateUser.newBuilder().setEmail("john+sktest@acmecorp.com").build()) 11 .setSendInvitationEmail(false) 12 .build(); 13 14 CreateUserAndMembershipResponse userResp = scalekitClient.users() 15 .createUserAndMembership(orgId, request); ``` Make sure the same email is also on the [test users allowlist](#enable-and-add-emails-to-the-allowlist). ### Run the test [Section titled “Run the test”](#run-the-test) Point the test at Scalekit’s authorization endpoint with `prompt=login` so the browser lands directly on the hosted login screen: Authorization URL (login) ```sh /oauth/authorize? response_type=code& client_id=& redirect_uri=& scope=openid+profile+email+offline_access& state=& prompt=login ``` After OTP verification, Scalekit redirects to `` with an authorization code. Assert on the callback URL in your test. * Playwright playwright/e2e/login.spec.ts ```ts 1 import { test, expect } from '@playwright/test' 2 3 const AUTH_URL = process.env.SCALEKIT_TEST_AUTH_URL! 4 const TEST_USER_EMAIL = process.env.SCALEKIT_TEST_USER_EMAIL! 5 const TEST_USER_CODE = process.env.SCALEKIT_TEST_USER_CODE! 6 7 test('OTP login with test user', async ({ page }) => { 8 await page.goto(AUTH_URL) 9 10 await page.fill('input[name="email"]', TEST_USER_EMAIL) 11 await page.getByRole('button', { name: 'Continue', exact: true }).click() 12 13 await page.locator('[data-scope="pin-input"][data-part="input"]').first().pressSequentially(TEST_USER_CODE) 14 await page.getByRole('button', { name: 'Continue', exact: true }).click() 15 16 // Replace with your app's post-login URL pattern 17 await expect(page).toHaveURL(/dashboard\.sampleapp\.com/) 18 }) ``` * Cypress cypress/e2e/login.cy.ts ```ts 1 const AUTH_URL = Cypress.env('SCALEKIT_TEST_AUTH_URL') 2 const TEST_USER_EMAIL = Cypress.env('SCALEKIT_TEST_USER_EMAIL') 3 const TEST_USER_CODE = Cypress.env('SCALEKIT_TEST_USER_CODE') 4 5 describe('OTP login with test user', () => { 6 it('logs in using the static code', () => { 7 cy.visit(AUTH_URL) 8 9 cy.get('input[name="email"]').type(TEST_USER_EMAIL) 10 cy.get('button[type="submit"]').contains('Continue').click() 11 12 cy.get('[data-scope="pin-input"][data-part="input"]').first().type(TEST_USER_CODE) 13 cy.get('button[type="submit"]').contains('Continue').click() 14 15 // Replace with your app's post-login URL pattern 16 cy.url().should('include', 'dashboard.sampleapp.com') 17 }) 18 }) ``` **Verify:** After running the test, check: * **Auth logs** in **Dashboard > Auth logs** show two test-user events: * *Verification email suppressed (test user)* * *OTP verification successful (test user)* ![Auth log showing test-user events](/.netlify/images?url=_astro%2Ftest-users-auth-log.DqWyyLRk.png\&w=2916\&h=1388\&dpl=6a3b904fcb23b100084833a2) ## Production safety [Section titled “Production safety”](#production-safety) Test Users bypass real email verification Keep Test Users off in production environments unless you have a deliberate reason to enable it. When it is on, a warning banner appears in the dashboard. ## Common scenarios [Section titled “Common scenarios”](#common-scenarios) Why am I still getting a real verification email? All three conditions must be true for Test Users to apply: * **Test Users** feature is enabled in the environment. * The exact email is on the allowlist (case-insensitive match). * **Magic Link & OTP** auth method is **enabled** and the configuration is set to `Verification Code` or `Magic Link + Verification Code`. Can I use a different code for each test run? No, the static verification code is set per environment. For parallel isolation, add multiple `+sktest` addresses (up to 5) and assign a different one to each test run. How do I keep Test Users out of production CI? Never enable Test Users in your production environment. In CI, point to a dev or staging environment. Guard your test runner with an environment check — for example, require `SCALEKIT_ENVIRONMENT_URL` to contain `.dev.` or `.staging.` before running E2E tests. --- # DOCUMENT BOUNDARY --- # Add Modular SSO > Enable enterprise SSO for any customer in minutes with built-in SAML and OIDC integrations Enterprise customers often require Single Sign-On (SSO) support for their applications. Rather than building custom integrations for every identity provider—such as Okta, Entra ID, or JumpCloud—and managing the detailed configuration of OIDC and SAML protocols, there are more scalable approaches available. See a walkthrough of the integration [Play](https://youtube.com/watch?v=I7SZyFhKg-s) Review the authentication sequence After your customer’s identity provider verifies the user, Scalekit forwards the authentication response directly to your application. You receive the verified identity claims and handle all subsequent user management—creating accounts, managing sessions, and controlling access—using your own systems. ![Diagram showing the SSO authentication flow: User initiates login → Scalekit handles protocol translation → Identity Provider authenticates → User gains access to your application](/.netlify/images?url=_astro%2F1.Bj4LD99k.png\&w=4936\&h=3744\&dpl=6a3b904fcb23b100084833a2) This approach gives you maximum flexibility to integrate SSO into existing authentication architectures while offloading the complexity of SAML and OIDC protocol handling to Scalekit. Modular SSO is designed for applications that maintain their own user database and session management. This lightweight integration focuses solely on identity verification, giving you complete control over user data and authentication flows. Choose Modular SSO when you: * Want to manage user records in your own database * Prefer to implement custom session management logic * Need to integrate SSO without changing your existing authentication architecture * Already have existing user management infrastructure Using Full stack auth? [Full stack auth](/authenticate/fsa/quickstart/) includes SSO functionality by default. If you’re using Full stack auth, you can skip this guide. ### Build with a coding agent * Global install (recommended) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` * npx (one-off) Terminal ```bash npx @scalekit-inc/cli setup ``` 1. ## Configure “Modular Auth” mode [Section titled “Configure “Modular Auth” mode”](#configure-modular-auth-mode) Ensure your environment is configured in Modular Auth mode. 1. Go to Dashboard > Settings > Authentication Mode 2. Select “Modular Auth” and save Now you’re ready to start integrating SSO into your app! Next, we’ll cover how to use the SDK to authenticate users. 2. ## Set up Scalekit [Section titled “Set up Scalekit”](#set-up-scalekit) Use the following instructions to install the SDK for your technology stack. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` Configure your environment with API credentials. Navigate to **Dashboard > Developers > Settings > API credentials** and copy these values to your `.env` file: .env ```sh SCALEKIT_ENVIRONMENT_URL= # Example: https://acme.scalekit.dev or https://auth.acme.com (if custom domain is set) SCALEKIT_CLIENT_ID= # Example: skc_1234567890abcdef SCALEKIT_CLIENT_SECRET= # Example: test_abcdef1234567890 ``` ### Register redirect URL for your app [Section titled “Register redirect URL for your app”](#register-redirect-url-for-your-app) You need to register redirect URL for your application. Go to **Scalekit dashboard** → **Authentication** → **Redirect URLs** and configure: * **Allowed callback URLs**: The endpoint where users are sent after successful authentication to exchange authorization codes and retrieve profile information. [Learn more](/guides/dashboard/redirects/#allowed-callback-urls) * **Initiate login URL**: The endpoint in your app that redirects users to Scalekit’s `/authorize` endpoint. Required when user starts sign-in directly from their identity provider (IdP-initiated SSO). [Learn more](/guides/dashboard/redirects/#initiate-login-url) 3. ## Redirect the users to their enterprise identity provider login page [Section titled “Redirect the users to their enterprise identity provider login page”](#redirect-the-users-to-their-enterprise-identity-provider-login-page) Create an authorization URL to redirect users to Scalekit’s sign-in page. Use the Scalekit SDK to construct this URL with your redirect URI and required scopes. * Node.js authorization-url.js ```javascript 8 collapsed lines 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new ScalekitClient( 4 '', // Your Scalekit environment URL 5 '', // Unique identifier for your app 6 '', 7 ); 8 9 const options = {}; 10 11 // Specify which SSO connection to use (choose one based on your use case) 12 // These identifiers are evaluated in order of precedence: 13 14 // 1. connectionId (highest precedence) - Use when you know the exact SSO connection 15 options['connectionId'] = 'conn_15696105471768821'; 16 17 // 2. organizationId - Routes to organization's SSO (useful for multi-tenant apps) 18 // If org has multiple connections, the first active one is selected 19 options['organizationId'] = 'org_15421144869927830'; 20 21 // 3. loginHint (lowest precedence) - Extracts domain from email to find connection 22 // Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 23 options['loginHint'] = 'user@example.com'; 24 25 // redirect_uri: Your callback endpoint that receives the authorization code 26 // Must match the URL registered in your Scalekit dashboard 27 const redirectUrl = 'https://your-app.com/auth/callback'; 28 29 const authorizationURL = scalekit.getAuthorizationUrl(redirectUrl, options); 30 // Redirect user to this URL to begin SSO authentication ``` * Python authorization\_url.py ```python 8 collapsed lines 1 from scalekit import ScalekitClient, AuthorizationUrlOptions 2 3 scalekit = ScalekitClient( 4 '', # Your Scalekit environment URL 5 '', # Unique identifier for your app 6 '' 7 ) 8 9 options = AuthorizationUrlOptions() 10 11 # Specify which SSO connection to use (choose one based on your use case) 12 # These identifiers are evaluated in order of precedence: 13 14 # 1. connection_id (highest precedence) - Use when you know the exact SSO connection 15 options.connection_id = 'conn_15696105471768821' 16 17 # 2. organization_id - Routes to organization's SSO (useful for multi-tenant apps) 18 # If org has multiple connections, the first active one is selected 19 options.organization_id = 'org_15421144869927830' 20 21 # 3. login_hint (lowest precedence) - Extracts domain from email to find connection 22 # Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 23 options.login_hint = 'user@example.com' 24 25 # redirect_uri: Your callback endpoint that receives the authorization code 26 # Must match the URL registered in your Scalekit dashboard 27 redirect_uri = 'https://your-app.com/auth/callback' 28 29 authorization_url = scalekit_client.get_authorization_url( 30 redirect_uri=redirect_uri, 31 options=options 32 ) 33 # Redirect user to this URL to begin SSO authentication ``` * Go authorization\_url.go ```go 11 collapsed lines 1 import ( 2 "github.com/scalekit-inc/scalekit-sdk-go" 3 ) 4 5 func main() { 6 scalekitClient := scalekit.NewScalekitClient( 7 "", // Your Scalekit environment URL 8 "", // Unique identifier for your app 9 "" 10 ) 11 12 options := scalekitClient.AuthorizationUrlOptions{} 13 14 // Specify which SSO connection to use (choose one based on your use case) 15 // These identifiers are evaluated in order of precedence: 16 17 // 1. ConnectionId (highest precedence) - Use when you know the exact SSO connection 18 options.ConnectionId = "conn_15696105471768821" 19 20 // 2. OrganizationId - Routes to organization's SSO (useful for multi-tenant apps) 21 // If org has multiple connections, the first active one is selected 22 options.OrganizationId = "org_15421144869927830" 23 24 // 3. LoginHint (lowest precedence) - Extracts domain from email to find connection 25 // Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 26 options.LoginHint = "user@example.com" 27 28 // redirectUrl: Your callback endpoint that receives the authorization code 29 // Must match the URL registered in your Scalekit dashboard 30 redirectUrl := "https://your-app.com/auth/callback" 31 32 authorizationURL := scalekitClient.GetAuthorizationUrl( 33 redirectUrl, 34 options, 35 ) 36 // Redirect user to this URL to begin SSO authentication 37 } ``` * Java AuthorizationUrl.java ```java 1 package com.scalekit; 2 3 import com.scalekit.ScalekitClient; 4 import com.scalekit.internal.http.AuthorizationUrlOptions; 5 6 public class Main { 7 8 public static void main(String[] args) { 9 ScalekitClient scalekitClient = new ScalekitClient( 10 "", // Your Scalekit environment URL 11 "", // Unique identifier for your app 12 "" 13 ); 14 15 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 16 17 // Specify which SSO connection to use (choose one based on your use case) 18 // These identifiers are evaluated in order of precedence: 19 20 // 1. connectionId (highest precedence) - Use when you know the exact SSO connection 21 options.setConnectionId("con_13388706786312310"); 22 23 // 2. organizationId - Routes to organization's SSO (useful for multi-tenant apps) 24 // If org has multiple connections, the first active one is selected 25 options.setOrganizationId("org_13388706786312310"); 26 27 // 3. loginHint (lowest precedence) - Extracts domain from email to find connection 28 // Domain must be registered to the organization (manually via Dashboard or through admin portal during enterprise onboarding) 29 options.setLoginHint("user@example.com"); 30 31 // redirectUrl: Your callback endpoint that receives the authorization code 32 // Must match the URL registered in your Scalekit dashboard 33 String redirectUrl = "https://your-app.com/auth/callback"; 34 35 try { 36 String url = scalekitClient 37 .authentication() 38 .getAuthorizationUrl(redirectUrl, options) 39 .toString(); 40 // Redirect user to this URL to begin SSO authentication 41 } catch (Exception e) { 42 System.out.println(e.getMessage()); 43 } 44 } 45 } ``` * Direct URL (No SDK) OAuth2 authorization URL ```sh /oauth/authorize? response_type=code& # OAuth2 authorization code flow client_id=& # Your Scalekit client ID redirect_uri=& # URL-encoded callback URL scope=openid profile email& # Note: "offline_access" scope is not supported in Modular SSO organization_id=org_15421144869927830& # (Optional) Route by organization connection_id=conn_15696105471768821& # (Optional) Specific SSO connection login_hint=user@example.com # (Optional) Extract domain from email ``` **SSO identifiers** (choose one or more, evaluated in order of precedence): * `connection_id` - Direct to specific SSO connection (highest precedence) * `organization_id` - Route to organization’s SSO * `domain_hint` - Lookup connection by domain * `login_hint` - Extract domain from email (lowest precedence). Domain must be registered to the organization (manually via Dashboard or through admin portal when [onboarding an enterprise customer](/sso/guides/onboard-enterprise-customers/)) Example with actual values ```http https://tinotat-dev.scalekit.dev/oauth/authorize? response_type=code& client_id=skc_88036702639096097& redirect_uri=http%3A%2F%2Flocalhost%3A3000%2Fauth%2Fcallback& scope=openid%20profile%20email& organization_id=org_15421144869927830 ``` Enterprise users see their identity provider’s login page. Users verify their identity through the authentication policies set by their organization’s administrator. Post successful verification, the user profile is [normalized](/sso/guides/user-profile-details/) and sent to your app. For details on how Scalekit determines which SSO connection to use, refer to the [SSO identifier precedence rules](/sso/guides/authorization-url/#parameter-precedence). 4. ## Handle IdP-initiated SSO Recommended [Section titled “Handle IdP-initiated SSO ”](#handle-idp-initiated-sso-) When users start the login process from their identity provider’s portal (rather than your application), this is called IdP-initiated SSO. Scalekit converts these requests to secure SP-initiated flows automatically. Your initiate login endpoint receives an `idp_initiated_login` JWT parameter containing the user’s organization and connection details. Decode this token and generate a new authorization URL to complete the authentication flow securely. ```sh https://yourapp.com/login?idp_initiated_login= ``` Configure your initiate login endpoint in [Dashboard > Authentication > Redirects](/guides/dashboard/redirects/#initiate-login-url) * Node.js handle-idp-initiated.js ```javascript 1 // Your initiate login endpoint receives the IdP-initiated login token 2 const { idp_initiated_login, error, error_description } = req.query; 5 collapsed lines 3 4 if (error) { 5 return res.status(400).json({ message: error_description }); 6 } 7 8 // When users start login from their IdP portal, convert to SP-initiated flow 9 if (idp_initiated_login) { 10 // Decode the JWT to extract organization and connection information 11 const claims = await scalekit.getIdpInitiatedLoginClaims(idp_initiated_login); 12 13 const options = { 14 connectionId: claims.connection_id, // Specific SSO connection 15 organizationId: claims.organization_id, // User's organization 16 loginHint: claims.login_hint, // User's email for context 17 state: claims.relay_state // Preserve state from IdP 18 }; 19 20 // Generate authorization URL and redirect to complete authentication 21 const authorizationURL = scalekit.getAuthorizationUrl( 22 'https://your-app.com/auth/callback', 23 options 24 ); 25 26 return res.redirect(authorizationURL); 27 } ``` * Python handle\_idp\_initiated.py ```python 1 # Your initiate login endpoint receives the IdP-initiated login token 2 idp_initiated_login = request.args.get('idp_initiated_login') 3 error = request.args.get('error') 4 error_description = request.args.get('error_description') 4 collapsed lines 5 6 if error: 7 raise Exception(error_description) 8 9 # When users start login from their IdP portal, convert to SP-initiated flow 10 if idp_initiated_login: 11 # Decode the JWT to extract organization and connection information 12 claims = await scalekit.get_idp_initiated_login_claims(idp_initiated_login) 13 14 options = AuthorizationUrlOptions() 15 options.connection_id = claims.get('connection_id') # Specific SSO connection 16 options.organization_id = claims.get('organization_id') # User's organization 17 options.login_hint = claims.get('login_hint') # User's email for context 18 options.state = claims.get('relay_state') # Preserve state from IdP 19 20 # Generate authorization URL and redirect to complete authentication 21 authorization_url = scalekit.get_authorization_url( 22 redirect_uri='https://your-app.com/auth/callback', 23 options=options 24 ) 25 26 return redirect(authorization_url) ``` * Go handle\_idp\_initiated.go ```go 1 // Your initiate login endpoint receives the IdP-initiated login token 2 idpInitiatedLogin := r.URL.Query().Get("idp_initiated_login") 3 errorDesc := r.URL.Query().Get("error_description") 4 5 collapsed lines 5 if errorDesc != "" { 6 http.Error(w, errorDesc, http.StatusBadRequest) 7 return 8 } 9 10 // When users start login from their IdP portal, convert to SP-initiated flow 11 if idpInitiatedLogin != "" { 12 // Decode the JWT to extract organization and connection information 13 claims, err := scalekitClient.GetIdpInitiatedLoginClaims(r.Context(), idpInitiatedLogin) 14 if err != nil { 15 http.Error(w, err.Error(), http.StatusInternalServerError) 16 return 17 } 18 19 options := scalekit.AuthorizationUrlOptions{ 20 ConnectionId: claims.ConnectionID, // Specific SSO connection 21 OrganizationId: claims.OrganizationID, // User's organization 22 LoginHint: claims.LoginHint, // User's email for context 23 } 24 25 // Generate authorization URL and redirect to complete authentication 26 authUrl, err := scalekitClient.GetAuthorizationUrl( 27 "https://your-app.com/auth/callback", 28 options 29 ) 8 collapsed lines 30 31 if err != nil { 32 http.Error(w, err.Error(), http.StatusInternalServerError) 33 return 34 } 35 36 http.Redirect(w, r, authUrl.String(), http.StatusFound) 37 } ``` * Java HandleIdpInitiated.java ```java 1 // Your initiate login endpoint receives the IdP-initiated login token 2 @GetMapping("/login") 3 public RedirectView handleInitiateLogin( 4 @RequestParam(required = false, name = "idp_initiated_login") String idpInitiatedLoginToken, 5 @RequestParam(required = false) String error, 6 @RequestParam(required = false, name = "error_description") String errorDescription, 7 HttpServletResponse response) throws IOException { 8 9 if (error != null) { 10 response.sendError(HttpStatus.BAD_REQUEST.value(), errorDescription); 11 return null; 12 } 13 14 // When users start login from their IdP portal, convert to SP-initiated flow 15 if (idpInitiatedLoginToken != null) { 16 // Decode the JWT to extract organization and connection information 17 IdpInitiatedLoginClaims claims = scalekit 18 .authentication() 19 .getIdpInitiatedLoginClaims(idpInitiatedLoginToken); 20 21 if (claims == null) { 22 response.sendError(HttpStatus.BAD_REQUEST.value(), "Invalid token"); 23 return null; 24 } 25 26 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 27 options.setConnectionId(claims.getConnectionID()); // Specific SSO connection 28 options.setOrganizationId(claims.getOrganizationID()); // User's organization 29 options.setLoginHint(claims.getLoginHint()); // User's email for context 30 31 // Generate authorization URL and redirect to complete authentication 32 String authUrl = scalekit 33 .authentication() 34 .getAuthorizationUrl("https://your-app.com/auth/callback", options) 35 .toString(); 36 37 response.sendRedirect(authUrl); 38 return null; 39 } 40 41 return null; 42 } ``` This approach provides enhanced security by converting IdP-initiated requests to standard SP-initiated flows, protecting against SAML assertion theft and replay attacks. Learn more: [IdP-initiated SSO implementation guide](/sso/guides/idp-init-sso/) 5. ## Get user details from the callback [Section titled “Get user details from the callback”](#get-user-details-from-the-callback) After successful authentication, Scalekit redirects to your callback URL with an authorization code. Your application exchanges this code for the user’s profile information and session tokens. 1. Add a callback endpoint in your application (typically `https://your-app.com/auth/callback`) 2. [Register](/guides/dashboard/redirects/#allowed-callback-urls) it in your Scalekit dashboard > Authentication > Redirect URLS > Allowed Callback URLs In authentication flow, Scalekit redirects to your callback URL with an authorization code. Your application exchanges this code for the user’s profile information. * Node.js Fetch user profile ```javascript 1 // Extract authentication parameters from the callback request 2 const { 3 code, 4 error, 5 error_description, 6 idp_initiated_login, 7 connection_id, 8 relay_state 9 } = req.query; 10 11 if (error) { 12 // Handle authentication errors returned from the identity provider 13 } 14 15 // Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 16 17 const result = await scalekit.authenticateWithCode(code, redirectUri); 18 const userEmail = result.user.email; 19 20 // Create a session for the authenticated user and grant appropriate access permissions ``` * Python Fetch user profile ```py 1 # Extract authentication parameters from the callback request 2 code = request.args.get('code') 3 error = request.args.get('error') 4 error_description = request.args.get('error_description') 5 idp_initiated_login = request.args.get('idp_initiated_login') 6 connection_id = request.args.get('connection_id') 7 relay_state = request.args.get('relay_state') 8 9 if error: 10 raise Exception(error_description) 11 12 # Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 13 14 result = scalekit.authenticate_with_code(code, '') 15 16 # Access normalized user profile information 17 user_email = result.user.email 18 19 # Create a session for the authenticated user and grant appropriate access permissions ``` * Go Fetch user profile ```go 1 // Extract authentication parameters from the callback request 2 code := r.URL.Query().Get("code") 3 error := r.URL.Query().Get("error") 4 errorDescription := r.URL.Query().Get("error_description") 5 idpInitiatedLogin := r.URL.Query().Get("idp_initiated_login") 6 connectionID := r.URL.Query().Get("connection_id") 7 relayState := r.URL.Query().Get("relay_state") 8 9 if error != "" { 10 // Handle authentication errors returned from the identity provider 11 } 12 13 // Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 14 15 result, err := scalekitClient.AuthenticateWithCode(r.Context(), code, redirectUrl) 16 17 if err != nil { 18 // Handle token exchange or validation errors 19 } 20 21 // Access normalized user profile information 22 userEmail := result.User.Email 23 24 // Create a session for the authenticated user and grant appropriate access permissions ``` * Java Fetch user profile ```java 1 // Extract authentication parameters from the callback request 2 String code = request.getParameter("code"); 3 String error = request.getParameter("error"); 4 String errorDescription = request.getParameter("error_description"); 5 String idpInitiatedLogin = request.getParameter("idp_initiated_login"); 6 String connectionID = request.getParameter("connection_id"); 7 String relayState = request.getParameter("relay_state"); 8 9 if (error != null && !error.isEmpty()) { 10 // Handle authentication errors returned from the identity provider 11 return; 12 } 13 14 // Recommended: Process IdP-initiated login flows (when users start from their SSO portal) 15 16 try { 17 AuthenticationResponse result = scalekit.authentication().authenticateWithCode(code, redirectUrl); 18 String userEmail = result.getIdTokenClaims().getEmail(); 19 20 // Create a session for the authenticated user and grant appropriate access permissions 21 } catch (Exception e) { 22 // Handle token exchange or validation errors 23 } ``` The `result` object * Node.js Validate tokens ```js 1 // Validate and decode the ID token from the authentication result 2 const idTokenClaims = await scalekit.validateToken(result.idToken); 3 4 // Validate and decode the access token 5 const accessTokenClaims = await scalekit.validateToken(result.accessToken); ``` * Python Validate tokens ```py 1 # Validate and decode the ID token from the authentication result 2 id_token_claims = scalekit_client.validate_token(result["id_token"]) 3 4 # Validate and decode the access token 5 access_token_claims = scalekit_client.validate_token(result["access_token"]) ``` * Go Validate tokens ```go 1 // Validate and decode the access token (uses JWKS from the client) 2 accessTokenClaims, err := scalekitClient.GetAccessTokenClaims(ctx, result.AccessToken) 3 if err != nil { 4 // handle error 5 } ``` * Java Validate tokens ```java 1 // Validate and decode the ID token 2 Map idTokenClaims = scalekitClient.validateToken(result.getIdToken()); 3 4 // Validate and decode the access token 5 Map accessTokenClaims = scalekitClient.validateToken(result.getAccessToken()); ``` - Auth result ```js 1 { 2 user: { 3 email: 'john@example.com', 4 familyName: 'Doe', 5 givenName: 'John', 6 username: 'john@example.com', 7 id: 'conn_70087756662964366;dcc62570-6a5a-4819-b11b-d33d110c7716' 8 }, 9 idToken: 'eyJhbGciOiJSU..bcLQ', 10 accessToken: 'eyJhbGciO..', 11 expiresIn: 899 12 } ``` - ID token (decoded) ```js 1 { 2 amr: [ 'conn_70087756662964366' ], // SSO connection ID 3 at_hash: 'yMGIBg7BkmIGgD6_dZPEGQ', 4 aud: [ 'skc_70087756327420046' ], 5 azp: 'skc_70087756327420046', 6 c_hash: '4x7qsXnlRw6dRC6twnuENw', 7 client_id: 'skc_70087756327420046', 8 email: 'john@example.com', 9 exp: 1758952038, 10 family_name: 'Doe', 11 given_name: 'John', 12 iat: 1758692838, 13 iss: '', 14 oid: 'org_70087756646187150', 15 preferred_username: 'john@example.com', 16 sid: 'ses_91646612652163629', 17 sub: 'conn_70087756662964366;e964d135-35c7-4a13-a3b4-2579a1cdf4e6' 18 } ``` - Access token (decoded) ```js 1 { 2 "iss": "", 3 "sub": "conn_70087756662964366;dcc62570-6a5a-4819-b11b-d33d110c7716", 4 "aud": [ 5 "skc_70087756327420046" 6 ], 7 "exp": 1758693916, 8 "iat": 1758693016, 9 "nbf": 1758693016, 10 "client_id": "skc_70087756327420046", 11 "jti": "tkn_91646913048216109" 12 } ``` 6. ## Test your SSO integration [Section titled “Test your SSO integration”](#test-your-sso-integration) Validate your implementation using the **IdP Simulator** and **Test Organization** included in your development environment. Test all three scenarios before deploying to production. Your environment includes a pre-configured test organization (found in **Dashboard > Organizations**) with domains like `@example.com` and `@example.org` for testing. Pass one of the following connection selectors in your authorization URL: * Email address with `@example.com` or `@example.org` domain * Test organization’s connection ID * Organization ID This opens the SSO login page (IdP Simulator) that simulates your customer’s identity provider login experience. ![IdP Simulator](/.netlify/images?url=_astro%2F2.1.BEM1Vo-J.png\&w=2646\&h=1652\&dpl=6a3b904fcb23b100084833a2) For detailed testing instructions and scenarios, see our [Complete SSO testing guide](/sso/guides/test-sso/) 7. ## Set up SSO with your existing authentication system [Section titled “Set up SSO with your existing authentication system”](#set-up-sso-with-your-existing-authentication-system) Many applications already use an authentication provider such as Auth0, Firebase, or AWS Cognito. To enable single sign-on (SSO) using Scalekit, configure Scalekit to work with your current authentication provider. ### Auth0 Integrate Scalekit with Auth0 for enterprise SSO [Know more →](/guides/integrations/auth-systems/auth0) ### Firebase Auth Add enterprise authentication to Firebase projects [Know more →](/guides/integrations/auth-systems/firebase) ### AWS Cognito Configure Scalekit with AWS Cognito user pools [Know more →](/guides/integrations/auth-systems/aws-cognito) 8. ## Onboard enterprise customers [Section titled “Onboard enterprise customers”](#onboard-enterprise-customers) Enable SSO for your enterprise customers by creating an organization in Scalekit and providing them access to the Admin Portal. Your customers configure their identity provider settings themselves through a self-service portal. **Create an organization** for your customer in [Dashboard > Organizations](https://app.scalekit.com/organizations), then provide Admin Portal access using one of these methods: * Shareable link Generate a secure link your customer can use to access the Admin Portal: generate-portal-link.js ```javascript // Generate a one-time Admin Portal link for your customer const portalLink = await scalekit.organization.generatePortalLink( 'org_32656XXXXXX0438' // Your customer's organization ID ); // Share this link with your customer's IT admin via email or messaging // Example: '/magicLink/8930509d-68cf-4e2c-8c6d-94d2b5e2db43 console.log('Admin Portal URL:', portalLink.location); ``` Send this link to your customer’s IT administrator through email, Slack, or your preferred communication channel. They can configure their SSO connection without any developer involvement. * Embedded portal Embed the Admin Portal directly in your application using an iframe: embed-portal.js ```javascript // Generate a secure portal link at runtime const portalLink = await scalekit.organization.generatePortalLink(orgId); // Return the link to your frontend to embed in an iframe res.json({ portalUrl: portalLink.location }); ``` admin-settings.html ```html ``` Customers configure SSO without leaving your application, maintaining a consistent user experience. Listen for UI events from the embedded portal to respond to configuration changes, such as when SSO is enabled or the session expires. See the [Admin portal UI events reference](/reference/admin-portal/ui-events/) for details on handling these events. Learn more: [Embedded Admin Portal guide](/guides/admin-portal/#embed-the-admin-portal) **Enable domain verification** for seamless user experience. Once your customer verifies their domain (e.g., `@megacorp.org`), users can sign in without selecting their organization. Scalekit automatically routes them to the correct identity provider based on their email domain. **Pre-check SSO availability** before redirecting users. This prevents failed redirects when a user’s domain doesn’t have SSO configured: * Node.js check-sso-availability.js ```javascript 1 // Extract domain from user's email address 2 const domain = email.split('@')[1].toLowerCase(); // e.g., "megacorp.org" 3 4 // Check if domain has an active SSO connection 5 const connections = await scalekit.connections.listConnectionsByDomain({ 6 domain 7 }); 8 9 if (connections.length > 0) { 10 // Domain has SSO configured - redirect to identity provider 11 const authUrl = scalekit.getAuthorizationUrl(redirectUri, { 12 domainHint: domain // Automatically routes to correct IdP 13 }); 14 return res.redirect(authUrl); 15 } else { 16 // No SSO for this domain - show alternative login methods 17 return showPasswordlessLogin(); 18 } ``` * Python check\_sso\_availability.py ```python 1 # Extract domain from user's email address 2 domain = email.split('@')[1].lower() # e.g., "megacorp.org" 3 4 # Check if domain has an active SSO connection 5 connections = scalekit_client.connections.list_connections_by_domain( 6 domain=domain 7 ) 8 9 if len(connections) > 0: 10 # Domain has SSO configured - redirect to identity provider 11 options = AuthorizationUrlOptions() 12 options.domain_hint = domain # Automatically routes to correct IdP 13 14 auth_url = scalekit_client.get_authorization_url( 15 redirect_uri=redirect_uri, 16 options=options 17 ) 18 return redirect(auth_url) 19 else: 20 # No SSO for this domain - show alternative login methods 21 return show_passwordless_login() ``` * Go check\_sso\_availability.go ```go 1 // Extract domain from user's email address 2 parts := strings.Split(email, "@") 3 domain := strings.ToLower(parts[1]) // e.g., "megacorp.org" 4 5 // Check if domain has an active SSO connection 6 connections, err := scalekitClient.Connections.ListConnectionsByDomain(domain) 7 if err != nil { 8 // Handle error 9 return err 10 } 11 12 if len(connections) > 0 { 13 // Domain has SSO configured - redirect to identity provider 14 options := scalekit.AuthorizationUrlOptions{ 15 DomainHint: domain, // Automatically routes to correct IdP 16 } 17 18 authUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options) 19 if err != nil { 20 return err 21 } 22 23 c.Redirect(http.StatusFound, authUrl.String()) 24 } else { 25 // No SSO for this domain - show alternative login methods 26 return showPasswordlessLogin() 27 } ``` * Java CheckSsoAvailability.java ```java 1 // Extract domain from user's email address 2 String[] parts = email.split("@"); 3 String domain = parts[1].toLowerCase(); // e.g., "megacorp.org" 4 5 // Check if domain has an active SSO connection 6 List connections = scalekitClient 7 .connections() 8 .listConnectionsByDomain(domain); 9 10 if (connections.size() > 0) { 11 // Domain has SSO configured - redirect to identity provider 12 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 13 options.setDomainHint(domain); // Automatically routes to correct IdP 14 15 String authUrl = scalekitClient 16 .authentication() 17 .getAuthorizationUrl(redirectUri, options) 18 .toString(); 19 20 return new RedirectView(authUrl); 21 } else { 22 // No SSO for this domain - show alternative login methods 23 return showPasswordlessLogin(); 24 } ``` This check ensures users only see SSO options when available, improving the login experience and reducing confusion. --- # DOCUMENT BOUNDARY --- # Admin portal > Implement Scalekit's self-serve admin portal to let customers configure SSO via a shareable link or embedded iframe The admin portal provides a self-serve interface for customers to configure single sign-on (SSO) and directory sync (SCIM) connections. Scalekit hosts the portal and provides two integration methods: generate a shareable link through the dashboard or programmatically embed the portal in your application using an iframe. This guide shows you how to implement both integration methods. For the broader customer onboarding workflow, see [Onboard enterprise customers](/sso/guides/onboard-enterprise-customers/). ## Generate shareable portal link No-code Generate a shareable link through the Scalekit dashboard to give customers access to the admin portal. This method requires no code and is ideal for quick setup. ### Create the portal link 1. Log in to the [Scalekit dashboard](https://app.scalekit.com) 2. Navigate to **Dashboard > Organizations** 3. Select the target organization 4. Click **Generate link** to create a shareable admin portal link The generated link follows this format: Portal link example ```http https://your-app.scalekit.dev/magicLink/2cbe56de-eec4-41d2-abed-90a5b82286c4_p ``` ### Link properties | Property | Details | | -------------- | ------------------------------------------------------------------------------- | | **Expiration** | Links expire after 7 days | | **Revocation** | Revoke links anytime from the dashboard | | **Sharing** | Share via email, Slack, or any preferred channel | | **Security** | Anyone with the link can view and update the organization’s connection settings | Security consideration Treat portal links as sensitive credentials. Anyone with the link can view and modify the organization’s SSO and SCIM configuration. ## Embed the admin portal Programmatic Embed the admin portal directly in your application using an iframe. This allows customers to configure SSO and SCIM without leaving your app, creating a seamless experience within your settings or admin interface. The portal link must be generated programmatically on each page load for security. Each generated link is single-use and expires after 1 minute, though once loaded, the session remains active for up to 6 hours. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` ### Generate portal link Use the Scalekit SDK to generate a unique, embeddable admin portal link for an organization. Call this API endpoint each time you render the page containing the iframe. * Node.js Express.js ```javascript 6 collapsed lines 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new Scalekit( 4 process.env.SCALEKIT_ENVIRONMENT_URL, 5 process.env.SCALEKIT_CLIENT_ID, 6 process.env.SCALEKIT_CLIENT_SECRET, 7 ); 8 9 async function generatePortalLink(organizationId) { 10 const link = await scalekit.organization.generatePortalLink(organizationId); 11 return link.location; // Use as iframe src 12 } ``` * Python Flask ```python 6 collapsed lines 1 from scalekit import Scalekit 2 import os 3 4 scalekit_client = Scalekit( 5 environment_url=os.environ.get("SCALEKIT_ENVIRONMENT_URL"), 6 client_id=os.environ.get("SCALEKIT_CLIENT_ID"), 7 client_secret=os.environ.get("SCALEKIT_CLIENT_SECRET") 8 ) 9 10 def generate_portal_link(organization_id): 11 link = scalekit_client.organization.generate_portal_link(organization_id) 12 return link.location # Use as iframe src ``` * Go Gin ```go 10 collapsed lines 1 import ( 2 "context" 3 "os" 4 5 "github.com/scalekit/sdk-go" 6 ) 7 8 scalekitClient := scalekit.New( 9 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 10 os.Getenv("SCALEKIT_CLIENT_ID"), 11 os.Getenv("SCALEKIT_CLIENT_SECRET"), 12 ) 13 14 func generatePortalLink(organizationID string) (string, error) { 15 ctx := context.Background() 16 link, err := scalekitClient.Organization().GeneratePortalLink(ctx, organizationID) 17 if err != nil { 18 return "", err 19 } 20 return link.Location, nil // Use as iframe src 21 } ``` * Java Spring Boot ```java 8 collapsed lines 1 import com.scalekit.client.Scalekit; 2 import com.scalekit.client.models.Link; 3 import com.scalekit.client.models.Feature; 4 import java.util.Arrays; 5 6 Scalekit scalekitClient = new Scalekit( 7 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 8 System.getenv("SCALEKIT_CLIENT_ID"), 9 System.getenv("SCALEKIT_CLIENT_SECRET") 10 ); 11 12 public String generatePortalLink(String organizationId) { 13 Link portalLink = scalekitClient.organizations() 14 .generatePortalLink(organizationId, Arrays.asList(Feature.sso, Feature.dir_sync, Feature.domain_verification)); 15 return portalLink.getLocation(); // Use as iframe src 16 } ``` The API returns a JSON object with the portal link. Use the `location` property as the iframe `src`: API response ```json { "id": "8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "location": "https://random-subdomain.scalekit.dev/magicLink/8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "expireTime": "2024-10-03T13:35:50.563013Z" } ``` Embed portal in iframe ```html ``` Embed the portal in your application’s settings or admin section where customers manage authentication configuration. ### Configuration and session | Setting | Requirement | | --------------------- | ----------------------------------------------------------------------------- | | **Redirect URI** | Add your application domain at **Dashboard > Developers > API Configuration** | | **iframe attributes** | Include `allow="clipboard-write"` for copy-paste functionality | | **Dimensions** | Minimum recommended height: 600px | | **Link expiration** | Generated links expire after 1 minute if not loaded | | **Session duration** | Portal session remains active for up to 6 hours once loaded | | **Single-use** | Each generated link can only be used once to initialize a session | Generate fresh links Generate a new portal link on each page load rather than caching the URL. This ensures security and prevents expired link errors. ## Customize the admin portal Match the admin portal to your brand identity. Configure branding at **Dashboard > Settings > Branding**: | Option | Description | | ---------------- | --------------------------------------------------------- | | **Logo** | Upload your company logo (displayed in the portal header) | | **Accent color** | Set the primary color to match your brand palette | | **Favicon** | Provide a custom favicon for browser tabs | Branding scope Branding changes apply globally to all portal instances (both shareable links and embedded iframes) in your environment. For additional customization options including custom domains, see the [Custom domain guide](/guides/custom-domain/). [SSO integrations ](/guides/integrations/sso-integrations/)Administrator guides to set up SSO integrations [Portal events ](/reference/admin-portal/ui-events/)Listen to the browser events emitted from the embedded admin portal --- # DOCUMENT BOUNDARY --- # Code samples > Code samples demonstrating Single Sign-On implementations with Express.js, .NET Core, Firebase, AWS Cognito, and Next.js ### [Add SSO to Express.js apps](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/sso-express-example) [Implement Scalekit SSO in a Node.js Express application. Includes middleware setup for secure session handling](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/sso-express-example) ### [Add SSO to .NET Core apps](https://github.com/scalekit-inc/dotnet-example-apps) [Secure .NET Core applications with Scalekit SSO. Demonstrates authentication pipelines and user claims management](https://github.com/scalekit-inc/dotnet-example-apps) ### [Add SSO to Spring Boot apps](https://github.com/scalekit-developers/scalekit-springboot-example) [Integrate Scalekit SSO with Spring Security. Shows how to configure security filters and protect Java endpoints](https://github.com/scalekit-developers/scalekit-springboot-example) ### [Add SSO to Python FastAPI](https://github.com/scalekit-developers/scalekit-fastapi-example) [Add enterprise SSO to FastAPI services using Scalekit. Includes async route protection and user session validation](https://github.com/scalekit-developers/scalekit-fastapi-example) ### [Add SSO to Go applications](https://github.com/scalekit-developers/scalekit-go-example) [Implement Scalekit SSO in Go. Features idiomatically written middleware for securing HTTP handlers](https://github.com/scalekit-developers/scalekit-go-example) ### [Add SSO to Next.js apps](https://github.com/scalekit-developers/scalekit-nextjs-demo) [Secure Next.js applications with Scalekit. Covers both App Router and Pages Router authentication patterns](https://github.com/scalekit-developers/scalekit-nextjs-demo) ### Scalekit SSO + Your own auth system ### [Connect Firebase Auth with SSO](https://github.com/scalekit-inc/scalekit-firebase-sso) [Enable Enterprise SSO for Firebase apps using Scalekit. Learn to link Scalekit identities with Firebase Authentication](https://github.com/scalekit-inc/scalekit-firebase-sso) ### [Connect AWS Cognito with SSO](https://github.com/scalekit-inc/scalekit-cognito-sso) [Add Enterprise SSO to Cognito user pools via Scalekit. Step-by-step guide to federating identity providers](https://github.com/scalekit-inc/scalekit-cognito-sso) ### [Cognito + Scalekit for Next.js](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/cognito-scalekit) [Integrate Cognito and Scalekit SSO in Next.js. Uses OIDC protocols to secure your full-stack React application](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/cognito-scalekit) ## Admin portal ### [Embed admin portal](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) [Embed the Scalekit Admin Portal into your app via **iframe**. Node.js example for generating secure admin sessions](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) --- # DOCUMENT BOUNDARY --- # Developer resources > Get up and running with SDKs, APIs, and integration tools Coming soon --- # DOCUMENT BOUNDARY --- # Claude Integration > Integrate Scalekit with Claude for AI-powered authentication workflows Coming soon --- # DOCUMENT BOUNDARY --- # Codex Integration > Use Scalekit with Codex for automated authentication code generation Coming soon --- # DOCUMENT BOUNDARY --- # Use Scalekit docs in your AI coding agent > Use Context7 to give your AI coding agent accurate, up-to-date Scalekit documentation so it can help you integrate faster and with fewer errors. AI coding agents like Claude Code and Cursor work from training data that can be months out of date. When you ask them to help integrate Scalekit, they may reference old APIs, deprecated patterns, or incorrect parameter names — leading to bugs that are hard to trace. [Context7](https://context7.com) provides two ways to access live, version-accurate documentation: * **CLI** — query docs directly from your terminal (recommended for most developers) * **MCP server** — integrates with AI agents for automatic doc injection Both methods pull the same up-to-date content. Choose CLI for direct control, or MCP server for seamless AI agent integration. Scalekit’s full developer documentation is indexed on Context7 at [context7.com/scalekit-inc/developer-docs](https://context7.com/scalekit-inc/developer-docs), covering hundreds of pages and thousands of code snippets across SSO, SCIM, MCP auth, agent auth, and connected accounts. ## Get accurate answers about Scalekit [Section titled “Get accurate answers about Scalekit”](#get-accurate-answers-about-scalekit) Context7 retrieves relevant documentation from the indexed Scalekit docs and delivers it to you or your agent. The AI then answers using accurate, current content rather than training data. Context7 provides three main capabilities: * `library` — resolve library IDs and discover docs * `docs` — fetch specific documentation sections * MCP server tools for AI agent integration 1. #### Set up Context7 [Section titled “Set up Context7”](#set-up-context7) Context7 can be set up via CLI or as an MCP server. Choose your method: * CLI Install the Context7 CLI to query docs directly from your terminal. **One-off installation via npx:** ```sh npx ctx7 --help ``` **Global installation:** ```sh npm install -g ctx7 ctx7 --version ``` Requires Node.js 18 or higher. The CLI provides three main capabilities: * **Fetch docs** — query specific documentation sections * **Manage skills** — generate AI agent skills for auto-invocation * **Configure MCP** — set up MCP server integration * MCP Server Context7 is configured as an MCP server in your coding agent. You can also add it directly from [context7.com](https://context7.com). Choose your tool: * Claude Code Run one of the following commands in your terminal: **Local (stdio):** ```sh claude mcp add --scope user context7 -- npx -y @upstash/context7-mcp ``` **Remote (HTTP):** ```sh claude mcp add --scope user --transport http context7 https://mcp.context7.com/mcp ``` To verify the server was added: ```sh claude mcp list ``` * Cursor 1. Open **Settings > Cursor Settings > MCP** and click **Add New Global MCP Server**. Paste one of the following configs: **Remote server:** ```json { "mcpServers": { "context7": { "url": "https://mcp.context7.com/mcp" } } } ``` **Local server:** ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp"] } } } ``` 2. Restart Cursor. * Claude Desktop The easiest way is to install Context7 directly from the Claude Desktop interface: 1. Open Claude Desktop and go to **Customize > Connectors**. 2. Search for **Context7** and click **Install**. Alternatively, configure it manually via **Settings > Developer > Edit Config** and add to `claude_desktop_config.json`: ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp"] } } } ``` Restart Claude Desktop after saving. * Windsurf 1. Open **Settings > Developer > Edit Config** and open `windsurf_config.json`. 2. Add the following config and save: ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp"] } } } ``` 3. Restart Windsurf. * Claude Code Run one of the following commands in your terminal: **Local (stdio):** ```sh claude mcp add --scope user context7 -- npx -y @upstash/context7-mcp ``` **Remote (HTTP):** ```sh claude mcp add --scope user --transport http context7 https://mcp.context7.com/mcp ``` To verify the server was added: ```sh claude mcp list ``` * Cursor 1. Open **Settings > Cursor Settings > MCP** and click **Add New Global MCP Server**. Paste one of the following configs: **Remote server:** ```json { "mcpServers": { "context7": { "url": "https://mcp.context7.com/mcp" } } } ``` **Local server:** ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp"] } } } ``` 2. Restart Cursor. * Claude Desktop The easiest way is to install Context7 directly from the Claude Desktop interface: 1. Open Claude Desktop and go to **Customize > Connectors**. 2. Search for **Context7** and click **Install**. Alternatively, configure it manually via **Settings > Developer > Edit Config** and add to `claude_desktop_config.json`: ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp"] } } } ``` Restart Claude Desktop after saving. * Windsurf 1. Open **Settings > Developer > Edit Config** and open `windsurf_config.json`. 2. Add the following config and save: ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp"] } } } ``` 3. Restart Windsurf. 2. #### Query Scalekit docs [Section titled “Query Scalekit docs”](#query-scalekit-docs) * Using CLI Querying Scalekit docs via CLI is a two-step process. **Step 1 — Resolve Scalekit library:** ```sh ctx7 library scalekit "How to set up SSO" ctx7 library scalekit "SCIM user provisioning" ctx7 library scalekit "MCP authentication setup" ``` Expected result for library selection: | Field | Description | | ----------------- | ----------------------------------- | | Library ID | `/scalekit-inc/developer-docs` | | Code Snippets | High (hundreds of indexed examples) | | Source Reputation | High | | Benchmark Score | Quality score from 0 to 100 | **Step 2 — Fetch Scalekit docs:** ```sh # SSO queries ctx7 docs /scalekit-inc/developer-docs "How to set up SSO with Scalekit" ctx7 docs /scalekit-inc/developer-docs "Configure SAML for enterprise SSO" # SCIM queries ctx7 docs /scalekit-inc/developer-docs "How to provision users with SCIM" ctx7 docs /scalekit-inc/developer-docs "Set up SCIM for Active Directory" # MCP auth queries ctx7 docs /scalekit-inc/developer-docs "Add MCP auth to my server" ctx7 docs /scalekit-inc/developer-docs "Configure agent authentication" # Connected accounts queries ctx7 docs /scalekit-inc/developer-docs "Configure connected accounts for GitHub OAuth" ctx7 docs /scalekit-inc/developer-docs "Set up Google OAuth integration" # JSON output for scripting ctx7 docs /scalekit-inc/developer-docs "SSO setup" --json # Pipe to other tools ctx7 docs /scalekit-inc/developer-docs "SCIM provisioning" | head -50 ``` Note Library IDs always start with `/`. Running `ctx7 docs scalekit "SSO"` will fail — always use the full ID: `/scalekit-inc/developer-docs`. * Using MCP Server Once Context7 is running, add **`use context7`** to any prompt where you want current Scalekit documentation injected automatically. **General Scalekit queries:** ```txt How do I set up SSO with Scalekit? use context7 ``` ```txt Show me how to provision users with SCIM using Scalekit. use context7 ``` **Target Scalekit docs directly** using the library path: ```txt use library /scalekit-inc/developer-docs for how to add MCP auth to my server ``` **Combine with version or feature specificity:** ```txt How do I configure connected accounts for GitHub OAuth with Scalekit? use context7 ``` 3. #### Auto-invoke Context7 (optional) [Section titled “Auto-invoke Context7 (optional)”](#auto-invoke-context7-optional) Configure your coding agent to always use Context7 for library and API questions — no need to add “use context7” manually each time. * CLI Use `ctx7 setup --cli` to configure Context7 for AI coding agents. This installs a `docs` skill that guides the agent to use `ctx7 library` and `ctx7 docs` commands for Scalekit documentation. **Setup commands:** ```sh # Interactive setup (prompts for agent) ctx7 setup --cli # Direct setup for specific agents ctx7 setup --cli --claude # Claude Code (~/.claude/skills) ctx7 setup --cli --cursor # Cursor (~/.cursor/skills) ctx7 setup --cli --universal # Universal (~/.config/agents/skills) # Project-specific setup (default is global) ctx7 setup --cli --project # Skip confirmation prompts ctx7 setup --cli --yes ``` **What gets installed — CLI + Skills mode:** | File | Purpose | | ---------------------- | --------------------------------------------------------------------- | | Agent skills directory | `docs` skill — guides the agent to use `ctx7 library` and `ctx7 docs` | When the `docs` skill is installed, your AI agent will automatically use `ctx7` commands to fetch accurate Scalekit documentation when asked about SSO, SCIM, MCP auth, or other Scalekit features. * MCP Server Configure your coding agent to always use Context7 for library and API questions — no need to add “use context7” manually each time. * Claude Code Add the following rule to your project’s `CLAUDE.md` file: ```md Always use Context7 MCP when I need library or API documentation, code generation, or setup and configuration steps. ``` This applies project-wide. For a global rule, add it to `~/.claude/CLAUDE.md`. * Cursor Open **Settings > Cursor Settings > Rules** and add: ```txt Always use Context7 MCP when I need library or API documentation, code generation, or setup and configuration steps. ``` * Claude Code Add the following rule to your project’s `CLAUDE.md` file: ```md Always use Context7 MCP when I need library or API documentation, code generation, or setup and configuration steps. ``` This applies project-wide. For a global rule, add it to `~/.claude/CLAUDE.md`. * Cursor Open **Settings > Cursor Settings > Rules** and add: ```txt Always use Context7 MCP when I need library or API documentation, code generation, or setup and configuration steps. ``` 4. #### Increase rate limits with an API key [Section titled “Increase rate limits with an API key”](#increase-rate-limits-with-an-api-key) The free tier of Context7 has rate limits. For heavier usage or team environments, get a free API key from [context7.com/dashboard](https://context7.com/dashboard) and add it to your configuration. * MCP Server * Claude Code **Local:** ```sh claude mcp add --scope user context7 -- npx -y @upstash/context7-mcp --api-key YOUR_API_KEY ``` **Remote:** ```sh claude mcp add --scope user --header "CONTEXT7_API_KEY: YOUR_API_KEY" --transport http context7 https://mcp.context7.com/mcp ``` * Cursor **Remote server with API key:** ```json { "mcpServers": { "context7": { "url": "https://mcp.context7.com/mcp", "headers": { "CONTEXT7_API_KEY": "YOUR_API_KEY" } } } } ``` **Local server with API key:** ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp", "--api-key", "YOUR_API_KEY"] } } } ``` * Claude Desktop / Windsurf ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp", "--api-key", "YOUR_API_KEY"] } } } ``` * CLI **Local:** ```sh claude mcp add --scope user context7 -- npx -y @upstash/context7-mcp --api-key YOUR_API_KEY ``` **Remote:** ```sh claude mcp add --scope user --header "CONTEXT7_API_KEY: YOUR_API_KEY" --transport http context7 https://mcp.context7.com/mcp ``` * Claude Code **Remote server with API key:** ```json { "mcpServers": { "context7": { "url": "https://mcp.context7.com/mcp", "headers": { "CONTEXT7_API_KEY": "YOUR_API_KEY" } } } } ``` **Local server with API key:** ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp", "--api-key", "YOUR_API_KEY"] } } } ``` * Cursor ```json { "mcpServers": { "context7": { "command": "npx", "args": ["-y", "@upstash/context7-mcp", "--api-key", "YOUR_API_KEY"] } } } ``` * Claude Desktop / Windsurf Set an API key via environment variable for higher rate limits: ```sh # Set API key for current session export CONTEXT7_API_KEY=your_key # Add to ~/.bashrc or ~/.zshrc for permanent use echo 'export CONTEXT7_API_KEY=your_key' >> ~/.bashrc ``` API keys start with `ctx7sk`. If authentication fails with a 401 error, verify the key format matches your method (HTTP header for MCP, environment variable for CLI). Note Most CLI commands work without authentication. Login (`ctx7 login`) is only required for skill generation and higher rate limits on documentation commands. Note For help with common issues including timeouts, module errors, rate limits, and proxy configuration, see the [Context7 troubleshooting guide](https://context7.com/docs/resources/troubleshooting). --- # DOCUMENT BOUNDARY --- # Cursor Integration > Use Scalekit with Cursor via the local installer while the marketplace listing is under review Use Scalekit with Cursor by running the local installer, enabling the auth plugin you need, and then prompting Cursor to generate the implementation in your existing codebase. 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI detects Cursor and installs the authstack plugin directly. 2. ## Reload and select plugins Restart Cursor (or run **Developer: Reload Window**), then open **Settings > Cursor Settings > Plugins**. Enable the Scalekit plugins you need (AgentKit, SaaSKit, etc.). Alternative for other agents For 40+ agents (Windsurf, Cline, etc.) or to install skills manually, the CLI also offers the skills option, or run: ```bash 1 npx skills add scalekit-inc/authstack ``` 3. ## Generate the implementation Open Cursor’s chat panel with **Cmd+L** (macOS) or **Ctrl+L** (Windows/Linux) and paste in an implementation prompt from the feature page (or describe what you need in natural language). The installed Scalekit plugins provide the agent with accurate patterns. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your application’s security requirements. 4. ## Verify the implementation After Cursor finishes generating code, confirm all authentication components are in place: * The Scalekit plugin appears in **Settings > Cursor Settings > Plugins** * Scalekit client initialized with your API credentials (set up a `.env` file with your Scalekit environment variables) * Authorization URL generation and callback handler * Session or token integration matching your application’s existing patterns --- # DOCUMENT BOUNDARY --- # Scalekit MCP Server > Learn how to use the Scalekit MCP Server to manage your users, organizations, and applications. Scalekit Model Context Protocol (MCP) server provides comprehensive tools for managing environments, organizations, users, connections, and workspace operations. Built for developers who want to connect their AI tools to Scalekit context and capabilities based on simple natural language queries. This MCP server enables AI assistants to interact with Scalekit’s identity and access management platform through a standardized set of tools. It provides secure, OAuth-protected access to manage environments, organizations, users, authentication connections, and more. * Environment management and configuration * Organization and user management * Workspace member administration * OIDC connection setup and management * MCP server registration and configuration * Role and scope management * Admin portal link generation ## Configuration [Section titled “Configuration”](#configuration) Connect the Scalekit MCP server to your AI coding tool. Find your tool below and follow the steps — your client will prompt you to sign in via OAuth on first use. ### Claude Code [Section titled “Claude Code”](#claude-code) Run this command in your terminal: ```bash 1 claude mcp add --transport http scalekit https://mcp.scalekit.com/ ``` ### Claude Desktop [Section titled “Claude Desktop”](#claude-desktop) 1. Open Claude Desktop 2. Go to **Settings → Connectors** 3. Click **Add custom connector** 4. Enter `Scalekit` as the name and `https://mcp.scalekit.com` as the URL 5. Click **Connect** to authenticate ### VS Code [Section titled “VS Code”](#vs-code) Edit `.vscode/mcp.json` in your project (requires VS Code 1.101 or later): ```json 1 { 2 "servers": { 3 "scalekit": { 4 "type": "http", 5 "url": "https://mcp.scalekit.com/" 6 } 7 } 8 } ``` ### Cursor [Section titled “Cursor”](#cursor) Edit `~/.cursor/mcp.json`, or open **Cursor Settings → MCP → Add New Global MCP Server** and paste the config: ```json 1 { 2 "mcpServers": { 3 "scalekit": { 4 "url": "https://mcp.scalekit.com/" 5 } 6 } 7 } ``` ### Windsurf [Section titled “Windsurf”](#windsurf) Edit `~/.codeium/windsurf/mcp_config.json`: ```json 1 { 2 "mcpServers": { 3 "scalekit": { 4 "serverUrl": "https://mcp.scalekit.com/" 5 } 6 } 7 } ``` ### Gemini CLI [Section titled “Gemini CLI”](#gemini-cli) Edit `~/.gemini/settings.json`: ```json 1 { 2 "mcpServers": { 3 "scalekit": { 4 "httpUrl": "https://mcp.scalekit.com/" 5 } 6 } 7 } ``` ### Codex [Section titled “Codex”](#codex) Run this command in your terminal: ```bash 1 codex mcp add scalekit --url https://mcp.scalekit.com/ ``` ### OpenCode [Section titled “OpenCode”](#opencode) Edit `opencode.json` in your project root: ```json 1 { 2 "mcp": { 3 "scalekit": { 4 "type": "remote", 5 "url": "https://mcp.scalekit.com/", 6 "enabled": true 7 } 8 } 9 } ``` ### Roo Code [Section titled “Roo Code”](#roo-code) Add to your MCP configuration: ```json 1 { 2 "mcpServers": { 3 "scalekit": { 4 "type": "streamable-http", 5 "url": "https://mcp.scalekit.com/" 6 } 7 } 8 } ``` ### Zed [Section titled “Zed”](#zed) Add to your Zed `settings.json`: ```json 1 { 2 "context_servers": { 3 "scalekit": { 4 "url": "https://mcp.scalekit.com/" 5 } 6 } 7 } ``` ### Kiro [Section titled “Kiro”](#kiro) Edit `~/.kiro/settings/mcp.json`: ```json 1 { 2 "mcpServers": { 3 "scalekit": { 4 "url": "https://mcp.scalekit.com/" 5 } 6 } 7 } ``` ### Warp [Section titled “Warp”](#warp) Go to **Settings → MCP Servers → Add MCP Server** and enter `https://mcp.scalekit.com/`, or add to your Warp MCP config: ```json 1 { 2 "scalekit": { 3 "serverUrl": "https://mcp.scalekit.com/" 4 } 5 } ``` ### v0 by Vercel [Section titled “v0 by Vercel”](#v0-by-vercel) Go to **Prompt Tools → Add MCP** and enter `https://mcp.scalekit.com/`. Tip Building your own MCP server? Add OAuth-protected access using [Auth for MCP Servers](/authenticate/mcp/quickstart/). ## GitHub [Section titled “GitHub”](#github) The source code for the Scalekit MCP server is available on [GitHub](https://github.com/scalekit-inc/mcp), including a full list of available tools and their descriptions. * Open an issue if you find a bug or have a question. * Submit a PR or open an issue to suggest new tools. --- # DOCUMENT BOUNDARY --- # VS Code Extension > Enhance your development workflow with the Scalekit VS Code extension Coming soon --- # DOCUMENT BOUNDARY --- # OpenAPI Specifications > Access Scalekit OpenAPI specifications for API documentation and client generation ### [OpenAPI Spec](https://github.com/scalekit-inc/developer-docs/blob/main/public/api/scalekit.scalar.yaml) [YAMLv3.1.1](https://github.com/scalekit-inc/developer-docs/blob/main/public/api/scalekit.scalar.yaml) [Download the OpenAPI specification](https://github.com/scalekit-inc/developer-docs/blob/main/public/api/scalekit.scalar.yaml) ### [OpenAPI Spec](https://github.com/scalekit-inc/developer-docs/blob/main/public/api/scalekit.scalar.json) [JSONv3.1.1](https://github.com/scalekit-inc/developer-docs/blob/main/public/api/scalekit.scalar.json) [Download the OpenAPI specification](https://github.com/scalekit-inc/developer-docs/blob/main/public/api/scalekit.scalar.json) --- # DOCUMENT BOUNDARY --- # APIs > Learn how to work with Scalekit REST APIs, including authentication, pagination, error handling, and rate limits. The Scalekit REST APIs provide endpoints for authentication, user management, organization handling, and more. For the complete API reference, see the [REST API documentation](/apis/#description/overview). ## Authentication [Section titled “Authentication”](#authentication) Coming soon: API key authentication and examples. ## Pagination [Section titled “Pagination”](#pagination) Coming soon: Pagination patterns and examples. ## Error handling [Section titled “Error handling”](#error-handling) Coming soon: Status codes, error response format, and handling examples. ## External ID [Section titled “External ID”](#external-id) Coming soon: Using external IDs to correlate resources. ## Metadata [Section titled “Metadata”](#metadata) Coming soon: Storing custom key-value pairs on resources. ## Rate limits [Section titled “Rate limits”](#rate-limits) Coming soon: Rate limit details and retry patterns. --- # DOCUMENT BOUNDARY --- # Build with AI > Use AI coding agents to implement Scalekit authentication in minutes Use the Scalekit CLI to install the authstack plugin for your coding agents. One command detects your tools and sets everything up. * Recommended Terminal ```bash npx @scalekit-inc/cli setup ``` * Global install (for repeated use) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin (with AgentKit and SaaSKit skills) for Claude Code, Cursor, GitHub Copilot, and Codex. It also offers skills for 40+ other agents. ### [Full Stack Auth](/dev-kit/build-with-ai/full-stack-auth/) ### [Agent Auth](/cookbooks/set-up-agentkit-with-your-coding-agent/) ### [MCP Auth](/dev-kit/build-with-ai/mcp-auth/) ### [Modular SSO](/dev-kit/build-with-ai/sso/) ### [Modular SCIM](/dev-kit/build-with-ai/scim/) ## Documentation for AI agents [Section titled “Documentation for AI agents”](#documentation-for-ai-agents) Load these files to give your agent full context about Scalekit APIs and integration patterns: | File | Contents | When to use | | ---------------------------------------------------------- | ---------------------------------------------------- | --------------------------------- | | [`/llms.txt`](/llms.txt) | Structured index with routing hints per product area | Most queries — smaller context | | [`/llms-full.txt`](/llms-full.txt) | Complete documentation for all pages | When exhaustive context is needed | | [`sitemap-0.xml`](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of all documentation pages | Crawling or indexing all pages | --- # DOCUMENT BOUNDARY --- # Coding agents: Add full-stack auth to your app > Let your coding agents guide you into implementing Scalekit full-stack authentication in minutes Install the authstack plugin, then tell your coding agent to add SaaSKit auth to your app. * Claude Code 1. ## Install the authstack plugin Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Select Claude Code when prompted. The CLI installs the authstack plugin for you. Tool-native alternative (if not using the CLI) ```bash 1 claude plugin marketplace add scalekit-inc/authstack 2 claude plugin install agentkit@authstack 3 claude plugin install saaskit@authstack ``` Or run `/plugins` inside Claude to enable via the wizard. 2. ## Generate authentication implementation Copy the following prompt into your coding agent: Authentication implementation prompt ```md Add SaaSKit auth to my app. I need login, sessions, and logout. ``` Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify the implementation After the coding agent completes, verify that all authentication components are properly configured: Check generated files: * Scalekit client initialization with environment credentials (you may need to set up a `.env` file with your Scalekit API credentials) * Login route that redirects to Scalekit’s authorization endpoint * OAuth callback route that exchanges the code for tokens * Secure session storage with proper cookie attributes * Logout endpoint that clears the session The login flow should redirect users to Scalekit’s authorization page, where they authenticate. Your application should then exchange the returned authorization code for tokens, store the session, and redirect the user to the protected area of your app. * Codex 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Choose Codex when prompted. The CLI installs the authstack plugin. 2. ## Enable the SaaSKit plugin Restart Codex and enable the authstack plugin in the Plugin Directory. 3. ## Generate the authentication implementation Copy the following prompt into Codex: Authentication implementation prompt ```md Add SaaSKit auth to my app. I need login, sessions, and logout. ``` Codex loads the SaaSKit plugin from the authstack plugin, analyzes your existing application structure, generates Scalekit client initialization with environment credentials, creates the login redirect handler, implements the OAuth callback to exchange the authorization code for tokens, and adds secure session storage with a logout endpoint. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 4. ## Verify the implementation After Codex completes, verify that all authentication components are properly configured: Check generated files: * Scalekit client initialization with environment credentials. You may need to set up a `.env` file with your Scalekit API credentials. * Login route that redirects to Scalekit’s authorization endpoint * OAuth callback route that exchanges the code for tokens * Secure session storage with proper cookie attributes * Logout endpoint that clears session state The login flow should redirect users to Scalekit’s authorization page, where they authenticate. Your application should then exchange the returned authorization code for tokens, store the session, and redirect the user to the protected area of your app. When you connect, users authenticate through the OAuth 2.0 flow you configured. Verify that protected routes require a valid session and that the logout endpoint properly clears session state. * GitHub Copilot CLI 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin for GitHub Copilot. Tool-native alternative ```bash 1 copilot plugin marketplace add scalekit-inc/authstack 2 copilot plugin install agentkit@authstack 3 copilot plugin install saaskit@authstack ``` Use `copilot plugin list` to verify. 2. ## Generate authentication implementation Copy the following command into your terminal: Terminal ```bash copilot "Add SaaSKit auth to my app. I need login, sessions, and logout." ``` GitHub Copilot uses the SaaSKit plugin to analyze your existing application structure, generate Scalekit client initialization code, create the login redirect handler, implement the OAuth callback for token exchange, add secure session storage, and provide a logout endpoint. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify the implementation After GitHub Copilot completes, verify that all authentication components are properly configured: Check generated files: * Scalekit client initialization with environment credentials (you may need to set up a `.env` file with your Scalekit API credentials) * Login route that redirects to Scalekit’s authorization endpoint * OAuth callback route that exchanges the code for tokens * Secure session storage with proper cookie attributes * Logout endpoint that clears the session The login flow should redirect users to Scalekit’s authorization page, where they authenticate. Your application should then exchange the returned authorization code for tokens, store the session, and redirect the user to the protected area of your app. When you connect, users authenticate through the OAuth 2.0 flow you configured. Verify that protected routes require a valid session and that the logout endpoint properly clears session state. * Cursor 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI detects Cursor and installs the authstack plugin directly. 2. ## Reload and select plugins Restart Cursor (or run **Developer: Reload Window**), then open **Settings > Cursor Settings > Plugins**. Enable the Scalekit plugins you need (AgentKit, SaaSKit, etc.). Alternative for other agents For 40+ agents (Windsurf, Cline, etc.) or to install skills manually, the CLI also offers the skills option, or run: ```bash 1 npx skills add scalekit-inc/authstack ``` 3. ## Generate the implementation Open Cursor’s chat panel with **Cmd+L** (macOS) or **Ctrl+L** (Windows/Linux) and paste in an implementation prompt from the feature page (or describe what you need in natural language). The installed Scalekit plugins provide the agent with accurate patterns. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your application’s security requirements. 4. ## Verify the implementation After Cursor finishes generating code, confirm all authentication components are in place: * The Scalekit plugin appears in **Settings > Cursor Settings > Plugins** * Scalekit client initialized with your API credentials (set up a `.env` file with your Scalekit environment variables) * Authorization URL generation and callback handler * Session or token integration matching your application’s existing patterns * 40+ agents The authstack plugin works with 40+ AI agents. Skills are installed via the Scalekit CLI or the Vercel Skills CLI. The easiest way for most developers is: Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Then choose the “Other agents” / skills option when prompted. You can also install the skills directly: 1. ## Install interactively Run the command with no flags to be guided through the available skills: Terminal ```bash npx skills add scalekit-inc/authstack ``` 2. ## Browse and install a specific skill Install the skill for your auth type (for example, MCP OAuth): Terminal ```bash # List all available skills npx skills add scalekit-inc/authstack --list # Install a specific skill npx skills add scalekit-inc/authstack --skill adding-mcp-oauth ``` 3. ## Invoke the skill Varies by agent Each coding agent has its own behavior for invoking skills. In OpenCode, skills are invoked **automatically by the agent based on natural language** — no slash commands required. The agent has a list of available skills and their `description` fields in context. It reads your intent, matches it against those descriptions, and autonomously calls the skill tool to load the relevant `SKILL.md`. A clear, specific `description` in skill frontmatter is what the agent uses to decide which skill to invoke. **Flow in practice:** * You write a natural language message to the agent * The agent checks its context — it already sees `` with names and descriptions * If your request matches a skill’s purpose, the agent calls `skill("")` internally * The full `SKILL.md` content loads into context and the agent follows those instructions If your agent does not automatically pick up skills, you can run a command to load a skill and manually select Scalekit’s skills to load into context. Refer to your favorite coding agent’s documentation for how to invoke skills once they are installed. 4. ## Install all skills globally To add all Scalekit authentication skills to your agents: Terminal ```bash npx skills add scalekit-inc/authstack --all --global ``` This installs all AgentKit and SaaSKit skills. --- # DOCUMENT BOUNDARY --- # MCP quickstart with AI coding agents > Use AI coding agents to add OAuth 2.1 authentication to your MCP servers in minutes Use AI coding agents like Claude Code, GitHub Copilot CLI, Cursor, and OpenCode to add Scalekit’s OAuth 2.1 authentication to your MCP servers. Configure the agents to analyze your codebase, apply consistent authentication patterns, and generate production-ready code that integrates OAuth 2.1 end-to-end. This reduces implementation time from hours to minutes and follows security best practices. **Prerequisites** * A [Scalekit account](https://app.scalekit.com) with MCP server management access * Basic familiarity with OAuth 2.1 and MCP server architecture * Terminal access for installing coding agent tools - Claude Code 1. ## Install the authstack plugin Not yet on Claude Code? Follow the [official quickstart guide](https://code.claude.com/docs/en/quickstart) to install it. Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin for you. The plugins guide the coding agent to generate implementation code that matches your project structure. Alternative: Enable authentication plugins via plugin wizard Run the plugin wizard to browse and enable available plugins: Claude REPL ```bash /plugins ``` Navigate through the visual interface to enable the MCP authentication plugin: ![Enabling Scalekit MCP authentication plugin in Claude Code](/.netlify/images?url=_astro%2F2.CF1lI92P.gif\&w=1276\&h=720\&dpl=6a3b904fcb23b100084833a2) Auto-update recommendations Enable auto-updates for authentication plugins to receive security patches and improvements. Scalekit regularly updates plugins based on community feedback and security best practices. 2. ## Generate authentication implementation Use a structured prompt to direct the coding agent. A well-formed prompt ensures the agent generates complete, production-ready authentication code that includes all required security components. Copy the following prompt into your coding agent: Authentication implementation prompt ```md Add OAuth 2.1 authentication to my MCP server using Scalekit. Initialize ScalekitClient with environment credentials, implement /.well-known/ metadata endpoint for discovery, and add authentication middleware that validates JWT bearer tokens on all MCP requests. Code only. ``` When you submit this prompt, Claude Code loads the MCP authentication skill from the marketplace -> analyzes your existing MCP server structure -> generates authentication middleware with token validation -> creates the OAuth discovery endpoint -> configures environment variable handling. ![Claude Code activating MCP authentication skill](/.netlify/images?url=_astro%2Fskill-activation.CGYr0u-q.png\&w=1121\&h=858\&dpl=6a3b904fcb23b100084833a2) Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify and test the implementation After the coding agent completes, verify that all authentication components are properly configured: Check generated files: * Authentication middleware with JWT validation * Environment variable configuration (`.env.example`) * OAuth discovery endpoint (`/.well-known/oauth-authorization-server`) * Error handling for invalid or expired tokens **Test the authentication flow:** * Claude Code Claude REPL ```md Now that your MCP server has authentication integrated, let's verify it's working correctly by testing the flow step by step. First, start your MCP server using npm start (Node.js) or python server.py (Python) and confirm it's running without errors. Next, test the OAuth discovery endpoint by running curl http://localhost:3000/.well-known/oauth-authorization-server to verify your server exposes the correct authorization configuration. Then, verify authentication is enforced by calling curl http://localhost:3000/mcp without credentials—this should return a 401 Unauthorized response, confirming protected endpoints are secured. Finally, test with a valid token by running curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp (replace YOUR_TOKEN with an actual access token from your auth provider) to confirm authenticated requests succeed and return the expected response—if all these steps work as described, your authentication implementation is functioning correctly. ``` * Node.js Terminal ```bash 1 # Start your MCP server 2 npm start 3 4 # Test discovery endpoint 5 curl http://localhost:3000/.well-known/oauth-authorization-server 6 7 # Test protected endpoint (should return 401) 8 curl http://localhost:3000/mcp 9 10 # Test with valid token 11 curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp ``` * Python Terminal ```bash 1 # Start your MCP server 2 python server.py 3 4 # Test discovery endpoint 5 curl http://localhost:3000/.well-known/oauth-authorization-server 6 7 # Test protected endpoint (should return 401) 8 curl http://localhost:3000/mcp 9 10 # Test with valid token 11 curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp ``` The discovery endpoint should return OAuth configuration metadata. Protected endpoints should reject requests without valid tokens and accept requests with properly scoped access tokens. - Codex Claude REPL ```md Now that your MCP server has authentication integrated, let's verify it's working correctly by testing the flow step by step. First, start your MCP server using npm start (Node.js) or python server.py (Python) and confirm it's running without errors. Next, test the OAuth discovery endpoint by running curl http://localhost:3000/.well-known/oauth-authorization-server to verify your server exposes the correct authorization configuration. Then, verify authentication is enforced by calling curl http://localhost:3000/mcp without credentials—this should return a 401 Unauthorized response, confirming protected endpoints are secured. Finally, test with a valid token by running curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp (replace YOUR_TOKEN with an actual access token from your auth provider) to confirm authenticated requests succeed and return the expected response—if all these steps work as described, your authentication implementation is functioning correctly. ``` - GitHub Copilot CLI Terminal ```bash 1 # Start your MCP server 2 npm start 3 4 # Test discovery endpoint 5 curl http://localhost:3000/.well-known/oauth-authorization-server 6 7 # Test protected endpoint (should return 401) 8 curl http://localhost:3000/mcp 9 10 # Test with valid token 11 curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp ``` - Cursor Terminal ```bash 1 # Start your MCP server 2 python server.py 3 4 # Test discovery endpoint 5 curl http://localhost:3000/.well-known/oauth-authorization-server 6 7 # Test protected endpoint (should return 401) 8 curl http://localhost:3000/mcp 9 10 # Test with valid token 11 curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp ``` - 40+ agents 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Choose Codex when prompted. The CLI installs the authstack plugin. 2. ## Enable the MCP Auth plugin Restart Codex, then open the Plugin Directory and enable the authstack plugin. Install the `mcp-auth` plugin. This plugin includes the workflows, framework-specific guidance, and references Codex uses to generate OAuth 2.1 protection for remote MCP servers. 3. ## Generate the authentication implementation Use a structured prompt to direct Codex. A well-formed prompt helps Codex generate complete, production-ready authentication code that includes all required security components. Copy the following prompt into Codex: Authentication implementation prompt ```md Add OAuth 2.1 authentication to my MCP server using Scalekit. Initialize ScalekitClient with environment credentials, implement /.well-known/ metadata endpoint for discovery, and add authentication middleware that validates JWT bearer tokens on all MCP requests. Code only. ``` When you submit this prompt, Codex loads the MCP Auth plugin from the authstack plugin, analyzes your existing MCP server structure, generates authentication middleware with token validation, creates the OAuth discovery endpoint, and configures environment variable handling. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 4. ## Verify and test the implementation After Codex completes, verify that all authentication components are properly configured: Check generated files: * Authentication middleware with JWT validation * Environment variable configuration (`.env.example`) * OAuth discovery endpoint (`/.well-known/oauth-authorization-server`) * Error handling for invalid or expired tokens Test the authentication flow: Terminal ```bash 1 # Start your MCP server 2 npm start 3 4 # Test discovery endpoint 5 curl http://localhost:3000/.well-known/oauth-authorization-server 6 7 # Test protected endpoint (should return 401) 8 curl http://localhost:3000/mcp 9 10 # Test with valid token 11 curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp ``` The discovery endpoint should return OAuth configuration metadata. Protected endpoints should reject requests without valid tokens and accept requests with properly scoped access tokens. - Claude Code 1. ## Install the authstack plugin (recommended) Need to install GitHub Copilot CLI? See the [getting started guide](https://docs.github.com/en/copilot/how-tos/copilot-cli/cli-getting-started) — an active GitHub Copilot subscription is required. Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin for GitHub Copilot. Tool-native alternative ```bash 1 copilot plugin marketplace add scalekit-inc/authstack 2 copilot plugin install agentkit@authstack 3 copilot plugin install saaskit@authstack ``` Verify the plugin is installed Confirm the plugin installed successfully: Terminal ```bash copilot plugin list ``` 2. ## Generate authentication implementation Use a structured prompt to direct GitHub Copilot. A well-formed prompt ensures the agent generates complete, production-ready authentication code that includes all required security components. Copy the following command into your terminal: Terminal ```bash copilot "Add OAuth 2.1 authentication to my MCP server using Scalekit. Initialize ScalekitClient with environment credentials, implement /.well-known/ metadata endpoint for discovery, and add authentication middleware that validates JWT bearer tokens on all MCP requests. Code only." ``` GitHub Copilot uses the MCP Auth plugin to analyze your existing MCP server structure, generate authentication middleware with token validation, create the OAuth discovery endpoint, and configure environment variable handling. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify the implementation After GitHub Copilot completes, verify that all authentication components are properly configured: Check generated files: * Authentication middleware with JWT validation * Environment variable configuration (`.env.example`) * OAuth discovery endpoint (`/.well-known/oauth-authorization-server`) * Error handling for invalid or expired tokens Test the authentication flow: Terminal ```bash 1 # Start your MCP server 2 npm start 3 4 # Test discovery endpoint 5 curl http://localhost:3000/.well-known/oauth-authorization-server 6 7 # Test protected endpoint (should return 401) 8 curl http://localhost:3000/mcp 9 10 # Test with valid token 11 curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:3000/mcp ``` The discovery endpoint should return OAuth configuration metadata. Protected endpoints should reject requests without valid tokens and accept requests with properly scoped access tokens. - Node.js 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI detects Cursor and installs the authstack plugin directly. 2. ## Reload and select plugins Restart Cursor (or run **Developer: Reload Window**), then open **Settings > Cursor Settings > Plugins**. Enable the Scalekit plugins you need (AgentKit, SaaSKit, etc.). Alternative for other agents For 40+ agents (Windsurf, Cline, etc.) or to install skills manually, the CLI also offers the skills option, or run: ```bash 1 npx skills add scalekit-inc/authstack ``` 3. ## Generate the implementation Open Cursor’s chat panel with **Cmd+L** (macOS) or **Ctrl+L** (Windows/Linux) and paste in an implementation prompt from the feature page (or describe what you need in natural language). The installed Scalekit plugins provide the agent with accurate patterns. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your application’s security requirements. 4. ## Verify the implementation After Cursor finishes generating code, confirm all authentication components are in place: * The Scalekit plugin appears in **Settings > Cursor Settings > Plugins** * Scalekit client initialized with your API credentials (set up a `.env` file with your Scalekit environment variables) * Authorization URL generation and callback handler * Session or token integration matching your application’s existing patterns - Python The authstack plugin works with 40+ AI agents. Skills are installed via the Scalekit CLI or the Vercel Skills CLI. The easiest way for most developers is: Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Then choose the “Other agents” / skills option when prompted. You can also install the skills directly: 1. ## Install interactively Run the command with no flags to be guided through the available skills: Terminal ```bash npx skills add scalekit-inc/authstack ``` 2. ## Browse and install a specific skill Install the skill for your auth type (for example, MCP OAuth): Terminal ```bash # List all available skills npx skills add scalekit-inc/authstack --list # Install a specific skill npx skills add scalekit-inc/authstack --skill adding-mcp-oauth ``` 3. ## Invoke the skill Varies by agent Each coding agent has its own behavior for invoking skills. In OpenCode, skills are invoked **automatically by the agent based on natural language** — no slash commands required. The agent has a list of available skills and their `description` fields in context. It reads your intent, matches it against those descriptions, and autonomously calls the skill tool to load the relevant `SKILL.md`. A clear, specific `description` in skill frontmatter is what the agent uses to decide which skill to invoke. **Flow in practice:** * You write a natural language message to the agent * The agent checks its context — it already sees `` with names and descriptions * If your request matches a skill’s purpose, the agent calls `skill("")` internally * The full `SKILL.md` content loads into context and the agent follows those instructions If your agent does not automatically pick up skills, you can run a command to load a skill and manually select Scalekit’s skills to load into context. Refer to your favorite coding agent’s documentation for how to invoke skills once they are installed. 4. ## Install all skills globally To add all Scalekit authentication skills to your agents: Terminal ```bash npx skills add scalekit-inc/authstack --all --global ``` This installs all AgentKit and SaaSKit skills. ## Next steps [Section titled “Next steps”](#next-steps) Your MCP server now has OAuth 2.1 authentication integrated. Test the implementation with your MCP host to verify the authentication flow works correctly. ### Test with MCP hosts [Section titled “Test with MCP hosts”](#test-with-mcp-hosts) Connect your authenticated MCP server to any MCP-compatible host: * **Claude Desktop or Claude Code**: Configure the MCP server connection in settings * **Cursor**: Add the MCP server to your workspace configuration * **Windsurf**: Register the server in your MCP settings * **Other MCP hosts**: Follow your host’s documentation for connecting authenticated MCP servers When you connect, the host authenticates using the OAuth 2.1 flow you configured. Verify that protected MCP resources require valid access tokens and that the discovery endpoint provides correct OAuth metadata. --- # DOCUMENT BOUNDARY --- # Coding agents: Add SCIM directory sync to your app > Let your coding agents guide you into adding Scalekit SCIM provisioning to your application in minutes Use AI coding agents like Claude Code, GitHub Copilot CLI, Cursor, and OpenCode to add Scalekit’s Modular SCIM directory sync to your applications. Configure the agents to analyze your codebase, apply SCIM patterns, and generate production-ready code for user provisioning, deprovisioning, and lifecycle management. This follows security best practices and reduces implementation time from hours to minutes. * Claude Code 1. ## Install the authstack plugin Not yet on Claude Code? Follow the [official quickstart guide](https://code.claude.com/docs/en/quickstart) to install it. Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin for you. The plugins guide the coding agent to generate implementation code that matches your project structure. Alternative: Enable SCIM plugins via plugin wizard Run the plugin wizard to browse and enable available plugins: Claude REPL ```bash /plugins ``` Navigate through the visual interface to enable the Modular SCIM plugin. Auto-update recommendations Enable auto-updates for SCIM plugins to receive security patches and improvements. Scalekit regularly updates plugins based on community feedback and security best practices. 2. ## Generate SCIM implementation Use a structured prompt to direct the coding agent. A well-formed prompt ensures the agent generates complete, production-ready SCIM code that includes all required security components. Copy the following prompt into your coding agent: SCIM implementation prompt ```md Guide the coding agent to add Scalekit SCIM directory sync to my app — set up the webhook endpoint to receive SCIM events, validate the webhook signature, and handle user provisioning and deprovisioning events to create, update, and delete users in my database. Code only. ``` When you submit this prompt, Claude Code loads the Modular SCIM skill from the marketplace -> analyzes your existing application structure -> generates a webhook endpoint to receive SCIM events from Scalekit -> implements webhook signature validation to prevent unauthorized requests -> creates handlers for user provisioning events (create and update) -> adds deprovisioning logic to delete or deactivate users in your database. Review generated code Always review AI-generated SCIM code before deployment. Verify that webhook signature validation, event handling logic, and database operations match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify the implementation After the coding agent completes, verify that all SCIM components are properly configured: Check generated files: * Webhook endpoint that receives SCIM events from Scalekit (you may need to set up a `.env` file with your Scalekit webhook secret) * Webhook signature validation to authenticate incoming requests * User provisioning handler that creates or updates users in your database * Deprovisioning handler that deletes or deactivates users when they are removed from the identity provider The SCIM flow should receive webhook events from Scalekit when users are added, updated, or removed in the connected identity provider. Your application should validate each event’s signature, then apply the corresponding change to your user database. When directory sync is active, user lifecycle changes in the identity provider propagate automatically to your application. Verify that provisioning events correctly create or update users, and that deprovisioning events properly remove or deactivate accounts. * Codex 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Choose Codex when prompted. The CLI installs the authstack plugin. 2. ## Enable the Modular SCIM plugin Restart Codex, then open the Plugin Directory and enable the authstack plugin. Install the `modular-scim` plugin. This plugin includes the workflows, references, and prompts Codex uses to generate SCIM provisioning and deprovisioning code for your application. 3. ## Generate the SCIM implementation Use a structured prompt to direct Codex. A well-formed prompt helps Codex generate complete, production-ready SCIM code that includes all required security components. Copy the following prompt into Codex: SCIM implementation prompt ```md Guide the coding agent to add Scalekit SCIM directory sync to my app — set up the webhook endpoint to receive SCIM events, validate the webhook signature, and handle user provisioning and deprovisioning events to create, update, and delete users in my database. Code only. ``` When you submit this prompt, Codex loads the Modular SCIM plugin from the authstack plugin, analyzes your existing application structure, generates a webhook endpoint to receive SCIM events from Scalekit, implements webhook signature validation to prevent unauthorized requests, creates handlers for user provisioning events, and adds deprovisioning logic to delete or deactivate users in your database. Review generated code Always review AI-generated SCIM code before deployment. Verify that webhook signature validation, event handling logic, and database operations match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 4. ## Verify the implementation After Codex completes, verify that all SCIM components are properly configured: Check generated files: * Webhook endpoint that receives SCIM events from Scalekit. You may need to set up a `.env` file with your Scalekit webhook secret. * Webhook signature validation to authenticate incoming requests * User provisioning handler that creates or updates users in your database * Deprovisioning handler that deletes or deactivates users when they are removed from the identity provider The SCIM flow should receive webhook events from Scalekit when users are added, updated, or removed in the connected identity provider. Your application should validate each event’s signature, then apply the corresponding change to your user database. When directory sync is active, user lifecycle changes in the identity provider propagate automatically to your application. Verify that provisioning events correctly create or update users, and that deprovisioning events properly remove or deactivate accounts. * GitHub Copilot CLI 1. ## Install the authstack plugin (recommended) Need to install GitHub Copilot CLI? See the [getting started guide](https://docs.github.com/en/copilot/how-tos/copilot-cli/cli-getting-started) — an active GitHub Copilot subscription is required. Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin for GitHub Copilot. Tool-native alternative ```bash 1 copilot plugin marketplace add scalekit-inc/authstack 2 copilot plugin install agentkit@authstack 3 copilot plugin install saaskit@authstack ``` Verify the plugin is installed Confirm the plugin installed successfully: Terminal ```bash copilot plugin list ``` 2. ## Generate SCIM implementation Use a structured prompt to direct GitHub Copilot. A well-formed prompt ensures the agent generates complete, production-ready SCIM code that includes all required security components. Copy the following command into your terminal: Terminal ```bash copilot "Add Scalekit SCIM directory sync to my app — set up the webhook endpoint to receive SCIM events, validate the webhook signature, and handle user provisioning and deprovisioning events to create, update, and delete users in my database. Code only." ``` GitHub Copilot uses the Modular SCIM plugin to analyze your existing application structure, generate a webhook endpoint to receive SCIM events from Scalekit, implement webhook signature validation to prevent unauthorized requests, create handlers for user provisioning events (create and update), and add deprovisioning logic to delete or deactivate users in your database. Review generated code Always review AI-generated SCIM code before deployment. Verify that webhook signature validation, event handling logic, and database operations match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify the implementation After GitHub Copilot completes, verify that all SCIM components are properly configured: Check generated files: * Webhook endpoint that receives SCIM events from Scalekit (you may need to set up a `.env` file with your Scalekit webhook secret) * Webhook signature validation to authenticate incoming requests * User provisioning handler that creates or updates users in your database * Deprovisioning handler that deletes or deactivates users when they are removed from the identity provider The SCIM flow should receive webhook events from Scalekit when users are added, updated, or removed in the connected identity provider. Your application should validate each event’s signature, then apply the corresponding change to your user database. When directory sync is active, user lifecycle changes in the identity provider propagate automatically to your application. Verify that provisioning events correctly create or update users, and that deprovisioning events properly remove or deactivate accounts. * Cursor 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI detects Cursor and installs the authstack plugin directly. 2. ## Reload and select plugins Restart Cursor (or run **Developer: Reload Window**), then open **Settings > Cursor Settings > Plugins**. Enable the Scalekit plugins you need (AgentKit, SaaSKit, etc.). Alternative for other agents For 40+ agents (Windsurf, Cline, etc.) or to install skills manually, the CLI also offers the skills option, or run: ```bash 1 npx skills add scalekit-inc/authstack ``` 3. ## Generate the implementation Open Cursor’s chat panel with **Cmd+L** (macOS) or **Ctrl+L** (Windows/Linux) and paste in an implementation prompt from the feature page (or describe what you need in natural language). The installed Scalekit plugins provide the agent with accurate patterns. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your application’s security requirements. 4. ## Verify the implementation After Cursor finishes generating code, confirm all authentication components are in place: * The Scalekit plugin appears in **Settings > Cursor Settings > Plugins** * Scalekit client initialized with your API credentials (set up a `.env` file with your Scalekit environment variables) * Authorization URL generation and callback handler * Session or token integration matching your application’s existing patterns * 40+ agents The authstack plugin works with 40+ AI agents. Skills are installed via the Scalekit CLI or the Vercel Skills CLI. The easiest way for most developers is: Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Then choose the “Other agents” / skills option when prompted. You can also install the skills directly: 1. ## Install interactively Run the command with no flags to be guided through the available skills: Terminal ```bash npx skills add scalekit-inc/authstack ``` 2. ## Browse and install a specific skill Install the skill for your auth type (for example, MCP OAuth): Terminal ```bash # List all available skills npx skills add scalekit-inc/authstack --list # Install a specific skill npx skills add scalekit-inc/authstack --skill adding-mcp-oauth ``` 3. ## Invoke the skill Varies by agent Each coding agent has its own behavior for invoking skills. In OpenCode, skills are invoked **automatically by the agent based on natural language** — no slash commands required. The agent has a list of available skills and their `description` fields in context. It reads your intent, matches it against those descriptions, and autonomously calls the skill tool to load the relevant `SKILL.md`. A clear, specific `description` in skill frontmatter is what the agent uses to decide which skill to invoke. **Flow in practice:** * You write a natural language message to the agent * The agent checks its context — it already sees `` with names and descriptions * If your request matches a skill’s purpose, the agent calls `skill("")` internally * The full `SKILL.md` content loads into context and the agent follows those instructions If your agent does not automatically pick up skills, you can run a command to load a skill and manually select Scalekit’s skills to load into context. Refer to your favorite coding agent’s documentation for how to invoke skills once they are installed. 4. ## Install all skills globally To add all Scalekit authentication skills to your agents: Terminal ```bash npx skills add scalekit-inc/authstack --all --global ``` This installs all AgentKit and SaaSKit skills. --- # DOCUMENT BOUNDARY --- # Coding agents: Add SSO to your app > Let your coding agents guide you into adding Scalekit SSO to your existing application in minutes Use AI coding agents like Claude Code, GitHub Copilot CLI, Cursor, and OpenCode to add Scalekit’s Modular SSO to your existing applications. Configure the agents to analyze your codebase, apply SSO patterns, and generate production-ready code that integrates enterprise identity providers. This follows security best practices while reducing implementation time from hours to minutes. * Claude Code 1. ## Install the authstack plugin Not yet on Claude Code? Follow the [official quickstart guide](https://code.claude.com/docs/en/quickstart) to install it. Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin for you. The plugins guide the coding agent to generate implementation code that matches your project structure. Alternative: Enable authentication plugins via plugin wizard Run the plugin wizard to browse and enable available plugins: Claude REPL ```bash /plugins ``` Navigate through the visual interface to enable the Modular SSO plugin. Auto-update recommendations Enable auto-updates for authentication plugins to receive security patches and improvements. Scalekit regularly updates plugins based on community feedback and security best practices. 2. ## Generate SSO implementation Use a structured prompt to direct the coding agent. A well-formed prompt ensures the agent generates complete, production-ready SSO code that includes all required security components. Copy the following prompt into your coding agent: SSO implementation prompt ```md Guide the coding agent to add Scalekit SSO to my existing app — initialize ScalekitClient, generate an SSO authorization URL for a given organization, handle the SSO callback to validate and exchange the code for user identity, and integrate the SSO user into my existing session system. Code only. ``` When you submit this prompt, Claude Code loads the Modular SSO skill from the marketplace -> analyzes your existing application structure -> generates Scalekit client initialization with environment credentials -> creates an SSO authorization URL generator for organization-based routing -> implements the SSO callback handler to validate and exchange the code for user identity -> integrates SSO user data into your existing session system. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify the implementation After the coding agent completes, verify that all SSO components are properly configured: Check generated files: * Scalekit client initialization with environment credentials (you may need to set up a `.env` file with your Scalekit API credentials) * SSO authorization URL generation for organization-based routing * SSO callback handler that validates the authorization code and retrieves user identity * Integration logic that maps SSO user identity into your existing session system The SSO flow should redirect users to their organization’s identity provider, where they authenticate. Your application should then receive the callback, validate the code, extract the user’s identity, and create or update the user session accordingly. When users authenticate through SSO, your application receives verified identity claims from the identity provider. Verify that the SSO callback correctly maps user identity to your application’s user model and that the session is created with the appropriate access level. * Codex 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Choose Codex when prompted. The CLI installs the authstack plugin. 2. ## Enable the Modular SSO plugin Restart Codex, then open the Plugin Directory and enable the authstack plugin. Install the `modular-sso` plugin. This plugin includes the workflows, references, and prompts Codex uses to generate SAML and OIDC SSO code for your existing application. 3. ## Generate the SSO implementation Use a structured prompt to direct Codex. A well-formed prompt helps Codex generate complete, production-ready SSO code that includes all required security components. Copy the following prompt into Codex: SSO implementation prompt ```md Guide the coding agent to add Scalekit SSO to my existing app — initialize ScalekitClient, generate an SSO authorization URL for a given organization, handle the SSO callback to validate and exchange the code for user identity, and integrate the SSO user into my existing session system. Code only. ``` When you submit this prompt, Codex loads the Modular SSO plugin from the authstack plugin, analyzes your existing application structure, generates Scalekit client initialization with environment credentials, creates an SSO authorization URL generator for organization-based routing, implements the SSO callback handler to validate and exchange the code for user identity, and integrates SSO user data into your existing session system. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 4. ## Verify the implementation After Codex completes, verify that all SSO components are properly configured: Check generated files: * Scalekit client initialization with environment credentials. You may need to set up a `.env` file with your Scalekit API credentials. * SSO authorization URL generation for organization-based routing * SSO callback handler that validates the authorization code and retrieves user identity * Integration logic that maps SSO user identity into your existing session system The SSO flow should redirect users to their organization’s identity provider, where they authenticate. Your application should then receive the callback, validate the code, extract the user’s identity, and create or update the user session accordingly. When users authenticate through SSO, your application receives verified identity claims from the identity provider. Verify that the SSO callback correctly maps user identity to your application’s user model and that the session is created with the appropriate access level. * GitHub Copilot CLI 1. ## Install the authstack plugin (recommended) Need to install GitHub Copilot CLI? See the [getting started guide](https://docs.github.com/en/copilot/how-tos/copilot-cli/cli-getting-started) — an active GitHub Copilot subscription is required. Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI installs the authstack plugin for GitHub Copilot. Tool-native alternative ```bash 1 copilot plugin marketplace add scalekit-inc/authstack 2 copilot plugin install agentkit@authstack 3 copilot plugin install saaskit@authstack ``` Verify the plugin is installed Confirm the plugin installed successfully: Terminal ```bash copilot plugin list ``` 2. ## Generate SSO implementation Use a structured prompt to direct GitHub Copilot. A well-formed prompt ensures the agent generates complete, production-ready SSO code that includes all required security components. Copy the following command into your terminal: Terminal ```bash copilot "Add Scalekit SSO to my existing app — initialize ScalekitClient, generate an SSO authorization URL for a given organization, handle the SSO callback to validate and exchange the code for user identity, and integrate the SSO user into my existing session system. Code only." ``` GitHub Copilot uses the Modular SSO plugin to analyze your existing application structure, generate Scalekit client initialization code, create an SSO authorization URL generator for organization-based routing, implement the SSO callback handler to validate and exchange the code for user identity, and integrate SSO user data into your existing session system. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your security requirements. The coding agent provides a foundation, but you must ensure it aligns with your application’s specific needs. 3. ## Verify the implementation After GitHub Copilot completes, verify that all SSO components are properly configured: Check generated files: * Scalekit client initialization with environment credentials (you may need to set up a `.env` file with your Scalekit API credentials) * SSO authorization URL generation for organization-based routing * SSO callback handler that validates the authorization code and retrieves user identity * Integration logic that maps SSO user identity into your existing session system The SSO flow should redirect users to their organization’s identity provider, where they authenticate. Your application should then receive the callback, validate the code, extract the user’s identity, and create or update the user session accordingly. When users authenticate through SSO, your application receives verified identity claims from the identity provider. Verify that the SSO callback correctly maps user identity to your application’s user model and that the session is created with the appropriate access level. * Cursor 1. ## Install the authstack plugin (recommended) Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` The CLI detects Cursor and installs the authstack plugin directly. 2. ## Reload and select plugins Restart Cursor (or run **Developer: Reload Window**), then open **Settings > Cursor Settings > Plugins**. Enable the Scalekit plugins you need (AgentKit, SaaSKit, etc.). Alternative for other agents For 40+ agents (Windsurf, Cline, etc.) or to install skills manually, the CLI also offers the skills option, or run: ```bash 1 npx skills add scalekit-inc/authstack ``` 3. ## Generate the implementation Open Cursor’s chat panel with **Cmd+L** (macOS) or **Ctrl+L** (Windows/Linux) and paste in an implementation prompt from the feature page (or describe what you need in natural language). The installed Scalekit plugins provide the agent with accurate patterns. Review generated code Always review AI-generated authentication code before deployment. Verify that environment variables, token validation logic, and error handling match your application’s security requirements. 4. ## Verify the implementation After Cursor finishes generating code, confirm all authentication components are in place: * The Scalekit plugin appears in **Settings > Cursor Settings > Plugins** * Scalekit client initialized with your API credentials (set up a `.env` file with your Scalekit environment variables) * Authorization URL generation and callback handler * Session or token integration matching your application’s existing patterns * 40+ agents The authstack plugin works with 40+ AI agents. Skills are installed via the Scalekit CLI or the Vercel Skills CLI. The easiest way for most developers is: Terminal ```bash npx @scalekit-inc/cli setup ``` For repeated use, install globally: Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` Then choose the “Other agents” / skills option when prompted. You can also install the skills directly: 1. ## Install interactively Run the command with no flags to be guided through the available skills: Terminal ```bash npx skills add scalekit-inc/authstack ``` 2. ## Browse and install a specific skill Install the skill for your auth type (for example, MCP OAuth): Terminal ```bash # List all available skills npx skills add scalekit-inc/authstack --list # Install a specific skill npx skills add scalekit-inc/authstack --skill adding-mcp-oauth ``` 3. ## Invoke the skill Varies by agent Each coding agent has its own behavior for invoking skills. In OpenCode, skills are invoked **automatically by the agent based on natural language** — no slash commands required. The agent has a list of available skills and their `description` fields in context. It reads your intent, matches it against those descriptions, and autonomously calls the skill tool to load the relevant `SKILL.md`. A clear, specific `description` in skill frontmatter is what the agent uses to decide which skill to invoke. **Flow in practice:** * You write a natural language message to the agent * The agent checks its context — it already sees `` with names and descriptions * If your request matches a skill’s purpose, the agent calls `skill("")` internally * The full `SKILL.md` content loads into context and the agent follows those instructions If your agent does not automatically pick up skills, you can run a command to load a skill and manually select Scalekit’s skills to load into context. Refer to your favorite coding agent’s documentation for how to invoke skills once they are installed. 4. ## Install all skills globally To add all Scalekit authentication skills to your agents: Terminal ```bash npx skills add scalekit-inc/authstack --all --global ``` This installs all AgentKit and SaaSKit skills. --- # DOCUMENT BOUNDARY --- # Scalekit CLI > Install and manage the authstack plugin for AI coding agents with the Scalekit CLI. The Scalekit CLI (`@scalekit-inc/cli`) installs the authstack plugin for your AI coding agents. Run one command and the CLI detects your active tools (Cursor, Claude Code, GitHub Copilot, Codex) and sets each one up automatically. ```bash 1 npm install -g @scalekit-inc/cli 2 scalekit setup ``` Running `setup` with no arguments launches an interactive wizard that detects your installed tools and installs the authstack plugin for each one. ## Target a specific tool [Section titled “Target a specific tool”](#target-a-specific-tool) Pass the tool name to skip the wizard and install directly: ```bash 1 scalekit setup cursor 2 scalekit setup claude # aliases: claude-code, cc 3 scalekit setup codex # alias: opencode 4 scalekit setup copilot # aliases: github-copilot, ghcp ``` ## Command reference [Section titled “Command reference”](#command-reference) ### `setup [tool]` [Section titled “setup \[tool\]”](#setup-tool) Installs the authstack plugin for one or all detected coding agents. | Argument / flag | Description | | --------------- | ------------------------------------------------------------------------------------------------------------------------ | | `[tool]` | Target a specific agent: `cursor`, `claude`, `codex`, `copilot` (and their aliases). Omit to run the interactive wizard. | | `-y`, `--yes` | Skip confirmation prompts. Useful in scripts. | | `--dry-run` | Print the commands that would run without executing them. | | `--skip-skills` | Skip installing generic Scalekit skills (installs the plugin only). | ### Supported tools [Section titled “Supported tools”](#supported-tools) | Tool | ID | Aliases | | ---------------- | --------- | ------------------------ | | Cursor | `cursor` | | | Claude Code | `claude` | `claude-code`, `cc` | | GitHub Copilot | `copilot` | `github-copilot`, `ghcp` | | Codex / OpenCode | `codex` | `opencode` | ### What gets installed [Section titled “What gets installed”](#what-gets-installed) For each detected tool, the CLI installs two kits from the authstack plugin: * **AgentKit** - skills for building agents with delegated auth, scoped permissions, and tool calls * **SaaSKit** - skills for adding SSO, SCIM, MFA, sessions, and API auth to SaaS apps For Cursor and Codex, the CLI downloads the plugin and copies it to the tool’s local plugin directory. For Claude Code and GitHub Copilot, it runs the tool’s native plugin marketplace commands. ## Start building [Section titled “Start building”](#start-building) After setup, tell your coding agent what you’re building. The authstack plugin routes you to the right skill. * Claude Code ```text 1 I want to add agent auth to my project. Help me get started with AgentKit. ``` ```text 1 Add enterprise SSO to my Next.js app using SaaSKit. ``` * Cursor ```text 1 I want to add agent auth to my project. Help me get started with AgentKit. ``` ```text 1 Add enterprise SSO to my Next.js app using SaaSKit. ``` * GitHub Copilot ```text 1 I want to add agent auth to my project. Help me get started with AgentKit. ``` ```text 1 Add enterprise SSO to my Next.js app using SaaSKit. ``` * Codex ```text 1 I want to add agent auth to my project. Help me get started with AgentKit. ``` ```text 1 Add enterprise SSO to my Next.js app using SaaSKit. ``` The authstack plugin picks up the prompt and routes to the right skill: AgentKit for agent auth, SaaSKit for app auth. --- # DOCUMENT BOUNDARY --- # Billing and usage > View your current plan, manage payment methods, and monitor your Scalekit usage. Manage your Scalekit subscription, view invoices, and monitor your usage from the billing section of the dashboard. ## Access billing [Section titled “Access billing”](#access-billing) Navigate to **Dashboard > Settings > Billing** to view your billing information and manage your subscription. ## Current plan [Section titled “Current plan”](#current-plan) View your current subscription plan, including: * **Plan name** - Your current Scalekit plan * **Monthly active users** - Number of unique users who authenticated this month * **Usage limit** - Maximum number of active users included in your plan * **Renewal date** - When your current billing period ends Monitor your usage Keep track of your monthly active users to avoid unexpected overages. Set up alerts to notify you when approaching your plan limit. ## Usage metrics [Section titled “Usage metrics”](#usage-metrics) Track key usage metrics to understand your authentication patterns: | Metric | Description | | ------------------------------ | ------------------------------------------------------- | | **Monthly Active Users (MAU)** | Unique users who authenticate at least once per month | | **Total Organizations** | Number of organizations created across all environments | | **Authentications** | Total number of successful authentication attempts | | **SSO Logins** | Number of logins through enterprise SSO connections | | **Social Logins** | Number of logins through social identity providers | ## Payment methods [Section titled “Payment methods”](#payment-methods) Manage your payment methods for subscription billing: 1. Navigate to **Dashboard > Settings > Billing** 2. Click **Payment methods** in the sidebar 3. Click **Add payment method** 4. Enter your card details or use a saved payment method ### Update payment method [Section titled “Update payment method”](#update-payment-method) To change your default payment method: 1. Click on the payment method card 2. Click **Make default** to set it as your primary payment method 3. Click **Remove** to delete a payment method Keep payment details current Ensure your payment method information is up to date to prevent service interruption. Expired cards may cause authentication failures. ## Invoices [Section titled “Invoices”](#invoices) View and download your invoices for each billing period: 1. Navigate to **Dashboard > Settings > Billing** 2. Click **Invoices** in the sidebar 3. Click on any invoice to view details 4. Click **Download PDF** to save a copy Invoices include a detailed breakdown of your charges, including base subscription fees and any overage charges. ## Upgrade or downgrade plans [Section titled “Upgrade or downgrade plans”](#upgrade-or-downgrade-plans) Change your plan based on your usage needs: 1. Navigate to **Dashboard > Settings > Billing** 2. Click **Change plan** 3. Select a new plan tier 4. Review the changes and confirm Plan changes take effect immediately. Pro-rated charges or credits apply based on your billing cycle. ## Set up alerts [Section titled “Set up alerts”](#set-up-alerts) Configure usage alerts to notify you when approaching your plan limits: 1. Navigate to **Dashboard > Settings > Billing** 2. Click **Usage alerts** in the sidebar 3. Set thresholds for monthly active users 4. Enter email addresses to receive alerts Set alerts early Configure alerts at 75% and 90% of your plan limit to give yourself time to upgrade before hitting overage charges. --- # DOCUMENT BOUNDARY --- # Manage environments > Configure and manage development, staging, and production environments in Scalekit. Scalekit supports multiple environments to help you manage your application development lifecycle. Keep your development, staging, and production configurations separate while maintaining consistent authentication behavior. ## Environment types [Section titled “Environment types”](#environment-types) Scalekit provides three default environments: | Environment | Purpose | | --------------- | ------------------------------------------------------------- | | **Development** | Local development and testing with relaxed security policies | | **Staging** | Pre-production testing that mirrors production configuration | | **Production** | Live environment with strict security policies and monitoring | Use separate environments Keep your development and production environments separate to prevent accidental configuration changes from affecting your live users. ## Access environment settings [Section titled “Access environment settings”](#access-environment-settings) Navigate to **Dashboard > Settings > Environments** to view and manage your environments. Each environment has its own: * Environment ID and URL * API credentials (client ID and secret) * Redirect URLs * Webhook endpoints * Authentication method configurations ## Switch between environments [Section titled “Switch between environments”](#switch-between-environments) Use the environment selector in the top-right corner of the dashboard to switch between environments. Verify your environment Always confirm you’re working in the correct environment before making configuration changes. The dashboard displays the current environment name in the header. ## Configure environment-specific settings [Section titled “Configure environment-specific settings”](#configure-environment-specific-settings) ### Redirect URLs [Section titled “Redirect URLs”](#redirect-urls) Each environment requires its own set of redirect URLs. Configure the appropriate URLs for your application in each environment: * **Development**: `http://localhost:3000/auth/callback` * **Staging**: `https://staging.yourapp.com/auth/callback` * **Production**: `https://yourapp.com/auth/callback` ### API credentials [Section titled “API credentials”](#api-credentials) Each environment uses unique API credentials. Store credentials securely using environment variables: ```bash 1 # Development 2 SCALEKIT_ENVIRONMENT_ID=dev_env_123 3 SCALEKIT_CLIENT_ID=dev_client_abc 4 SCALEKIT_CLIENT_SECRET=dev_secret_xyz 5 6 # Production 7 SCALEKIT_ENVIRONMENT_ID=prod_env_456 8 SCALEKIT_CLIENT_ID=prod_client_def 9 SCALEKIT_CLIENT_SECRET=prod_secret_uvw ``` ### Webhook endpoints [Section titled “Webhook endpoints”](#webhook-endpoints) Configure different webhook endpoints for each environment to test webhook delivery in staging before enabling in production. ## Environment best practices [Section titled “Environment best practices”](#environment-best-practices) * **Never use production credentials in development** * **Test all changes in staging before deploying to production** * **Use environment-specific API endpoints** * **Monitor logs separately for each environment** * **Keep webhook configurations synchronized across environments** --- # DOCUMENT BOUNDARY --- # Manage team members > Invite team members to your Scalekit organization and manage their access and permissions. Scalekit allows you to collaborate with your team by inviting members to your organization. Control who can access your dashboard and what actions they can perform based on their role. ## Access team management [Section titled “Access team management”](#access-team-management) Navigate to **Dashboard > Settings > Team** to view and manage team members. ## Team member roles [Section titled “Team member roles”](#team-member-roles) Scalekit supports two roles with different permission levels: | Role | Permissions | | ---------- | ------------------------------------------------------------------------------------------------- | | **Owner** | Full access to all settings, billing, and team management. Can invite and remove members. | | **Member** | View and manage authentication configurations, but cannot access billing or remove other members. | At least one owner required Your organization must have at least one owner at all times. The last owner cannot leave or change their role. ## Invite team members [Section titled “Invite team members”](#invite-team-members) 1. Navigate to **Dashboard > Settings > Team** 2. Click **Invite member** 3. Enter the team member’s email address 4. Select their role (Owner or Member) 5. Click **Send invite** The invited member receives an email with a link to join your organization. They must sign in with their existing Scalekit account or create a new account to accept the invitation. ## Manage pending invitations [Section titled “Manage pending invitations”](#manage-pending-invitations) View and manage pending invitations from the Team settings page: * **Resend invite** - Send a reminder email for pending invitations * **Cancel invite** - Revoke a pending invitation before it’s accepted ## Change member roles [Section titled “Change member roles”](#change-member-roles) 1. Navigate to **Dashboard > Settings > Team** 2. Find the team member whose role you want to change 3. Click the **Role** dropdown next to their name 4. Select the new role Promote carefully Only grant Owner role to trusted team members who need full access to billing and team management. ## Remove team members [Section titled “Remove team members”](#remove-team-members) 1. Navigate to **Dashboard > Settings > Team** 2. Find the team member you want to remove 3. Click the **Remove** button next to their name 4. Confirm the removal Removed team members immediately lose access to your organization’s dashboard and configurations. ## Team member activity [Section titled “Team member activity”](#team-member-activity) View recent activity for each team member, including: * When they joined the organization * Recent configuration changes they made * Last sign-in time ## Security best practices [Section titled “Security best practices”](#security-best-practices) * **Use the principle of least privilege** - Grant Member role by default * **Regularly review team access** - Remove members who no longer need access * **Monitor audit logs** - Track team member activity in the auth logs * **Enable SSO for team access** - Require SSO authentication for dashboard access --- # DOCUMENT BOUNDARY --- # SCIM Simulator > Test your SCIM integration locally with the Scalekit SCIM Simulator Coming soon --- # DOCUMENT BOUNDARY --- # Set up AI-assisted development > Learn how to use AI assisted setup to create a new project in Scalekit Scalekit provides LLM-friendly capabilities that speed up implementation and guide you through integration steps. Use this guide to configure your preferred AI tools with first-class context awareness of the Scalekit platform. ## Configure code editors for Scalekit documentation [Section titled “Configure code editors for Scalekit documentation”](#configure-code-editors-for-scalekit-documentation) In-code editor chat features are powered by models that understand your codebase and project context. These models search the web for relevant information to help you. However, they may not always have the latest information. Follow the instructions below to configure your code editors to explicitly index for up-to-date information. ### Set up Cursor [Section titled “Set up Cursor”](#set-up-cursor) [Play](https://youtube.com/watch?v=oMMG1k_9fmU) To enable Cursor to access up-to-date Scalekit documentation: 1. Open Cursor settings (Cmd/Ctrl + ,) 2. Navigate to **Indexing & Docs** section 3. Click on **Add** 4. Add `https://docs.scalekit.com/llms-full.txt` to the indexable URLs 5. Click on **Save** Once configured, use `@Scalekit Docs` in your chat to ask questions about Scalekit features, APIs, and integration guides. Cursor will search the latest documentation to provide accurate, up-to-date answers. ### Use Windsurf [Section titled “Use Windsurf”](#use-windsurf) ![](/.netlify/images?url=_astro%2Fwindsurf.CfsQQlGb.png\&w=1357\&h=818\&dpl=6a3b904fcb23b100084833a2) Windsurf enables `@docs` mentions within the Cascade chat to search for the best answers to your questions. * Full Documentation ```plaintext 1 @docs:https://docs.scalekit.com/llms-full.txt 2 ``` Costs more tokens. * Specific Section ```plaintext 1 @docs:https://docs.scalekit.com/your-specific-section-or-file 2 ``` Costs less tokens. * Let AI decide ```plaintext 1 @docs:https://docs.scalekit.com/llms.txt 2 ``` Costs tokens as per the model decisions. ## Use AI assistants [Section titled “Use AI assistants”](#use-ai-assistants) Assistants like **Anthropic Claude**, **Ollama**, **Google Gemini**, **Vercel v0**, **OpenAI’s ChatGPT**, or your own models can help you with Scalekit projects. [Play](https://youtube.com/watch?v=ZDAI32I6s-I) Need help with a specific AI tool? Don’t see instructions for your favorite AI assistant? We’d love to add support for more tools! [Raise an issue](https://github.com/scalekit-inc/developer-docs/issues) on our GitHub repository and let us know which AI tool you’d like us to document. --- # DOCUMENT BOUNDARY --- # Authorization best practices > Security guidelines and best practices for implementing robust authorization systems with Scalekit Implementing secure and maintainable authorization requires careful planning and adherence to security best practices. This guide consolidates proven patterns and recommendations for building robust access control systems with Scalekit. ## Permission design principles [Section titled “Permission design principles”](#permission-design-principles) ### Use consistent naming patterns [Section titled “Use consistent naming patterns”](#use-consistent-naming-patterns) **Follow the `resource:action` format consistently** * Group related permissions under common resource names * Use descriptive action names (`create`, `read`, `update`, `delete`, `manage`) * Maintain consistency across your entire application Good permission naming examples ```javascript 1 // Project management permissions 2 "projects:create" // Create new projects 3 "projects:read" // View project details 4 "projects:update" // Modify existing projects 5 "projects:delete" // Remove projects 6 "projects:manage" // Full project administration 7 8 // User management permissions 9 "users:invite" // Send user invitations 10 "users:read" // View user profiles 11 "users:update" // Modify user information 12 "users:suspend" // Temporarily disable users 13 14 // Billing permissions 15 "billing:read" // View billing information 16 "billing:manage" // Modify payment methods and plans ``` ### Keep permissions granular [Section titled “Keep permissions granular”](#keep-permissions-granular) **Create specific permissions for distinct actions** * Avoid overly broad permissions that grant too much access * Consider breaking down complex actions into smaller, specific permissions * Allow for precise control over individual capabilities Granular vs. broad permissions ```javascript 1 // ❌ Too broad - grants excessive access 2 "admin:all" // Dangerous - gives unlimited access 3 4 // ✅ Granular - precise control 5 "users:create" 6 "users:read" 7 "users:update" 8 "users:delete" 9 "billing:read" 10 "billing:update" 11 "settings:read" 12 "settings:update" ``` ### Plan for inheritance [Section titled “Plan for inheritance”](#plan-for-inheritance) **Design permissions that work well when inherited through roles** * Consider permission hierarchies (e.g., `manage` implies `create`, `read`, `update`, `delete`) * Group related permissions that are commonly assigned together * Create logical permission families that make sense for role composition Permission hierarchy design ```javascript 1 // Base permissions 2 "tasks:read" // View tasks 3 "tasks:create" // Create new tasks 4 "tasks:update" // Modify existing tasks 5 "tasks:delete" // Remove tasks 6 7 // Composite permission 8 "tasks:manage" // Implies all above permissions 9 10 // Role composition 11 const viewerRole = ["tasks:read"]; 12 const editorRole = ["tasks:read", "tasks:create", "tasks:update"]; 13 const managerRole = ["tasks:manage"]; // Includes all task permissions ``` ### Document permission purposes [Section titled “Document permission purposes”](#document-permission-purposes) **Use clear, descriptive display names and descriptions** * Provide meaningful descriptions explaining what each permission allows * Maintain documentation of how permissions relate to your application features * Include use cases and security implications in your documentation ## Runtime access control security [Section titled “Runtime access control security”](#runtime-access-control-security) ### Fail securely by default [Section titled “Fail securely by default”](#fail-securely-by-default) **Deny access when permissions are unclear or missing** * Always default to denying access when in doubt * Log access attempts for security auditing and compliance * Use explicit allow-lists rather than deny-lists Secure default patterns ```javascript 1 // ❌ Insecure - fails open 2 function hasPermission(user, permission) { 3 if (!user || !user.permissions) { 4 return true; // Dangerous - grants access when uncertain 5 } 6 return user.permissions.includes(permission); 7 } 8 9 // ✅ Secure - fails closed 10 function hasPermission(user, permission) { 11 if (!user || !user.permissions || !permission) { 12 console.warn('Access denied: Missing user, permissions, or permission check'); 13 return false; // Safe default 14 } 15 return user.permissions.includes(permission); 16 } 17 18 // ✅ Secure with audit logging 19 function hasPermission(user, permission, resource = null) { 20 const granted = user?.permissions?.includes(permission) || false; 21 22 // Log all access attempts for security auditing 23 auditLog({ 24 userId: user?.id, 25 permission, 26 resource, 27 granted, 28 timestamp: new Date().toISOString(), 29 ipAddress: getCurrentRequestIP() 30 }); 31 32 return granted; 33 } ``` ### Centralize authorization logic [Section titled “Centralize authorization logic”](#centralize-authorization-logic) **Create reusable functions for common permission checks** * Keep authorization rules in dedicated modules or services * Avoid duplicating authorization logic across your application * Make authorization logic easy to test and maintain Centralized authorization service ```javascript 1 // ✅ Centralized authorization service 2 class AuthorizationService { 3 static hasPermission(user, permission) { 4 return user?.permissions?.includes(permission) || false; 5 } 6 7 static hasRole(user, role) { 8 return user?.roles?.includes(role) || false; 9 } 10 11 static canManageProject(user, project) { 12 // Centralized business logic for project access 13 return ( 14 this.hasRole(user, 'admin') || 15 project.ownerId === user.id || 16 (project.managers.includes(user.id) && this.hasPermission(user, 'projects:manage')) 17 ); 18 } 19 20 static requirePermission(permission) { 21 return (req, res, next) => { 22 if (!this.hasPermission(req.user, permission)) { 23 return res.status(403).json({ 24 error: `Access denied. Required permission: ${permission}` 25 }); 26 } 27 next(); 28 }; 29 } 30 } 31 32 // Usage across your application 33 app.get('/api/projects/:id', AuthorizationService.requirePermission('projects:read'), getProject); 34 app.post('/api/projects', AuthorizationService.requirePermission('projects:create'), createProject); ``` ### Validate at multiple layers [Section titled “Validate at multiple layers”](#validate-at-multiple-layers) **Implement defense in depth** * Check permissions at the API layer for all requests * Implement additional checks in your business logic * Use database-level permissions where appropriate Multi-layer authorization ```javascript 1 // Layer 1: API middleware 2 app.use('/api/admin/*', requireRole('admin')); 3 4 // Layer 2: Route-level checks 5 app.get('/api/projects/:id', requirePermission('projects:read'), (req, res) => { 6 // Layer 3: Business logic validation 7 const project = getProject(req.params.id); 8 9 if (!canAccessProject(req.user, project)) { 10 return res.status(403).json({ error: 'Access denied to this project' }); 11 } 12 13 res.json(project); 14 }); 15 16 // Layer 4: Database-level security (where possible) 17 async function getProjectsForUser(userId, organizationId) { 18 return await db.query(` 19 SELECT p.* FROM projects p 20 JOIN project_members pm ON p.id = pm.project_id 21 WHERE pm.user_id = ? AND p.organization_id = ? 22 `, [userId, organizationId]); 23 } ``` ### Handle token expiration gracefully [Section titled “Handle token expiration gracefully”](#handle-token-expiration-gracefully) **Provide seamless user experience during token refresh** * Refresh tokens automatically when possible * Provide clear error messages for expired tokens * Redirect users to re-authenticate when refresh fails Graceful token handling ```javascript 1 // Token validation with automatic refresh 2 async function validateAndRefreshToken(req, res, next) { 3 try { 4 const accessToken = getTokenFromRequest(req); 5 6 // Try to validate current token 7 if (await scalekit.validateAccessToken(accessToken)) { 8 req.user = await decodeAccessToken(accessToken); 9 return next(); 10 } 11 12 // Token expired - attempt refresh 13 const refreshToken = getRefreshTokenFromRequest(req); 14 if (refreshToken) { 15 try { 16 const newTokens = await scalekit.refreshAccessToken(refreshToken); 17 18 // Update tokens in response 19 setTokensInResponse(res, newTokens); 20 req.user = await decodeAccessToken(newTokens.accessToken); 21 return next(); 22 23 } catch (refreshError) { 24 // Refresh failed - clear tokens and require re-authentication 25 clearTokensFromResponse(res); 26 return res.status(401).json({ 27 error: 'Session expired. Please log in again.', 28 redirectToLogin: true 29 }); 30 } 31 } 32 33 // No valid tokens available 34 return res.status(401).json({ 35 error: 'Authentication required', 36 redirectToLogin: true 37 }); 38 39 } catch (error) { 40 console.error('Token validation error:', error); 41 return res.status(401).json({ error: 'Authentication failed' }); 42 } 43 } ``` ## Security considerations [Section titled “Security considerations”](#security-considerations) ### Token security [Section titled “Token security”](#token-security) **Always validate tokens on the server side, never trust client-side token validation** * Store access tokens securely and use HTTPS in production * Regularly audit your permission assignments and access patterns * Implement proper token rotation and expiration policies Secure token storage ```javascript 1 // ✅ Secure token storage 2 function storeTokensSecurely(tokens, res) { 3 // Encrypt tokens before storing 4 const encryptedAccessToken = encrypt(tokens.accessToken); 5 const encryptedRefreshToken = encrypt(tokens.refreshToken); 6 7 // Store with secure cookie settings 8 res.cookie('accessToken', encryptedAccessToken, { 9 httpOnly: true, // Prevents JavaScript access 10 secure: true, // HTTPS only 11 sameSite: 'strict', // CSRF protection 12 maxAge: tokens.expiresIn * 1000 13 }); 14 15 res.cookie('refreshToken', encryptedRefreshToken, { 16 httpOnly: true, 17 secure: true, 18 sameSite: 'strict', 19 maxAge: 30 * 24 * 60 * 60 * 1000 // 30 days 20 }); 21 } ``` ### Audit and monitoring [Section titled “Audit and monitoring”](#audit-and-monitoring) **Track authorization decisions for security and compliance** * Log all access attempts, both successful and failed * Monitor for unusual permission usage patterns * Regularly audit user permissions and role assignments * Implement alerts for privileged access usage Authorization auditing ```javascript 1 function auditAuthorizationDecision(user, action, resource, granted, context = {}) { 2 const auditEntry = { 3 timestamp: new Date().toISOString(), 4 userId: user?.id, 5 userEmail: user?.email, 6 organizationId: user?.organizationId, 7 action, 8 resource, 9 granted, 10 userAgent: context.userAgent, 11 ipAddress: context.ipAddress, 12 sessionId: context.sessionId, 13 // Include relevant permissions and roles for analysis 14 userPermissions: user?.permissions || [], 15 userRoles: user?.roles || [] 16 }; 17 18 // Send to your security monitoring system 19 securityLogger.log('authorization_decision', auditEntry); 20 21 // Alert on suspicious patterns 22 if (!granted && isPrivilegedAction(action)) { 23 securityAlerting.checkForSuspiciousActivity(auditEntry); 24 } 25 } ``` ### Performance optimization [Section titled “Performance optimization”](#performance-optimization) **Design authorization checks to be fast and efficient** * Cache user permissions in memory or fast storage * Avoid database lookups during authorization checks * Use Scalekit’s token-based approach to eliminate runtime permission queries Efficient authorization patterns ```javascript 1 // ✅ Fast authorization using token data 2 function hasPermission(user, permission) { 3 // Permissions are already in the decoded token - no DB lookup needed 4 return user.permissions?.includes(permission) || false; 5 } 6 7 // ✅ Cache role hierarchies for complex checks 8 const roleHierarchyCache = new Map(); 9 10 function getUserEffectivePermissions(user) { 11 const cacheKey = `${user.organizationId}:${user.roles.join(',')}`; 12 13 if (roleHierarchyCache.has(cacheKey)) { 14 return roleHierarchyCache.get(cacheKey); 15 } 16 17 // Calculate effective permissions from roles 18 const effectivePermissions = calculateEffectivePermissions(user.roles); 19 roleHierarchyCache.set(cacheKey, effectivePermissions); 20 21 return effectivePermissions; 22 } ``` --- # DOCUMENT BOUNDARY --- # SDKs > Ready-to-use SDKs for Node.js, Python, Go, and Java to integrate Scalekit into your app 2.6.3 • Updated 1 week ago Full-featured, TypeScript-friendly SDK for modern Node.js based applications TypeScript & ESM ready Express, NestJS, Next.js compatible [Get Started →](/sdks/node/) V2.12.0 • Updated 2 weeks ago Async-first design with complete type hints and Pydantic validation Pydantic v2 validated FastAPI, Django, Flask compatible [Get Started →](/sdks/python/) v2.6.0 • Updated 2 months ago Zero-dependency, idiomatic Go SDK for high-performance services Thread-safe & lightweight Gin, Echo, Chi compatible [Get Started →](/sdks/go/) v2.1.2 • Updated 1 month ago Enterprise-ready SDK with seamless Spring Boot integration Spring Boot integrated Maven Central published [Get Started →](/sdks/java/) Official Expo SDK with React Hooks for enterprise-ready mobile authentication React Hooks & TypeScript OAuth 2.0 with PKCE [Get Started →](/sdks/expo/) Native iOS SDK for enterprise-ready mobile authentication via AppAuth Swift Package Manager Keychain-backed sessions [Get Started →](/sdks/ios/) --- # DOCUMENT BOUNDARY --- # Dryrun > Try your authentication flows locally before any integration code is written Use `npx @scalekit-sdk/dryrun` when you want to confirm your Scalekit authentication configuration works end-to-end before implementing auth integration into your app. Dryrun command executes a complete authentication flow locally - spinning up a server, opening your browser, and displaying the authenticated user’s profile and tokens, so you can catch configuration errors early. Works with Full Stack Authentication and Modular SSO. ## Prerequisites [Section titled “Prerequisites”](#prerequisites) Before running Dryrun, ensure you have: * **Node.js 20 or higher** installed locally. * **A Scalekit environment** with an OAuth client configured. * **A redirect URI** (`http://localhost:12456/auth/callback`) added in the Scalekit Dashboard under **Authentication > Redirect URIs**. ## Run Dryrun [Section titled “Run Dryrun”](#run-dryrun) From any directory: Terminal ```bash # Refer to prerequisites before running the command npx @scalekit-sdk/dryrun \ --env_url= \ --client_id= \ [--mode=] \ [--organization_id=] ``` | Option | Description | | ------------------- | ----------------------------------------------------------------------------------- | | `--env_url` | Scalekit environment URL, for example `https://env-abc123.scalekit.cloud`. Required | | `--client_id` | OAuth client ID from the Scalekit Dashboard (starts with `skc_`). Required | | `--mode` | `fsa` for full-stack auth, `sso` for SSO. Defaults to `fsa`. Optional | | `--organization_id` | Organization ID to authenticate against when `--mode=sso`. Required (SSO only) | | `--help` | Show CLI usage help. Optional | Get your credentials Find your environment URL and client ID in **Dashboard > Developers > Settings > API Credentials**. Local testing only Dryrun is designed for **local testing only**: * It runs entirely on `localhost` and does not expose any public endpoints. * It does not persist tokens or credentials after the process exits. * The CLI stops when you press `Ctrl+C`, which shuts down the local server. Use this tool only in trusted local environments and never expose the local callback URL to the internet. ## Review authentication results [Section titled “Review authentication results”](#review-authentication-results) After successful authentication, the browser shows a local dashboard with: * **User profile**: Name, email, avatar (when available). * **ID token claims**: All claims returned in the ID token. * **Token details**: A view of the raw token response. ![User profile details screenshot](/.netlify/images?url=_astro%2Fuser-profile-details.C55W6Ini.png\&w=2922\&h=1854\&dpl=6a3b904fcb23b100084833a2) Use this view to confirm: * The correct user is returned for your test login. * Claims such as `email`, `sub`, and any custom claims are present as expected. * The flow works for both `fsa` and `sso` modes when configured. ## Common error scenarios [Section titled “Common error scenarios”](#common-error-scenarios) How do I fix redirect\_uri mismatch errors? If you see a `redirect_uri mismatch` error: * Verify that `http://localhost:12456/auth/callback` is added in the Scalekit Dashboard under **Authentication > Redirect URIs**. * Confirm that you spelled the URI exactly, including the port and path. How do I fix invalid client\_id errors? If the CLI reports an invalid client ID: * Copy the client ID directly from the dashboard to avoid typos. * Make sure you are using a client from the same environment as `--env_url`. How do I resolve port conflicts? If port `12456` is already in use: * Stop any process that is already listening on port `12456`. * Close other local tools or frameworks that use `http://localhost:12456` and try again. How do I fix organization issues in SSO mode? If you see errors related to `--organization_id`: * Confirm that the organization exists in your Scalekit environment. * Verify that SSO is configured for that organization in the dashboard. * Ensure you are using the correct `org_...` identifier. --- # DOCUMENT BOUNDARY --- # SSO simulator > Test SSO flows end to end using Scalekit’s built-in IdP simulator and a pre-configured test organization. Scalekit provides an **SSO simulator** so you can test SSO flows before you connect to real enterprise identity providers. You use it when you are implementing SSO with Scalekit and want to verify your application’s behavior end to end. Without the simulator, you often need to configure multiple providers—such as Microsoft Entra ID, PingIdentity, and Okta—and create test tenants and users just to prove that your SSO flow works. Instead, the SSO simulator lets you trigger the authentication flow with test email domains like `@example.com` and verify how your application handles successful logins and failures, without doing any external IdP configuration. Before you use the SSO simulator, make sure you have: * SSO flow integrated in your app with Scalekit. For example, you have completed setup that generates an authorization URL and handles the callback either with [Modular SSO](/authenticate/sso/add-modular-sso) or [Full stack Authentication](/authenticate/auth-methods/enterprise-sso). * Access to the [Scalekit Dashboard](https://app.scalekit.com) for viewing organizations and connection details. Your development environment includes a **Test Organization** that has connection already setup to the SSO simulator. This organization is safe to use for SSO testing and does not affect real customers. 1. **Locate the test organization** Open **Dashboard → Organizations** and look for an entry named **Test Organization**. The details page shows the test organization’s identifier (for example, `org_32656XXXXXX0438`) and any connected SSO integrations. ![Test Organization](/.netlify/images?url=_astro%2F2.CCYEcEtj.png\&w=2786\&h=1746\&dpl=6a3b904fcb23b100084833a2) 2. **Copy the organization ID** From the **Test Organization** details page, copy the **Organization ID**. You pass this value to the SDK when you generate an SSO authorization URL. * Node.js Express.js ```javascript 1 const options = { 2 organizationId: 'org_32656XXXXXX0438', 3 } 4 5 const authorizationUrl = await scalekit.getAuthorizationUrl( 6 'https://your-app.example.com/auth/callback', 7 options, 8 ) ``` * Python Flask ```python 1 options = { 2 "organizationId": "org_32656XXXXXX0438", 3 } 4 5 authorization_url = scalekit_client.get_authorization_url( 6 "https://your-app.example.com/auth/callback", 7 options, 8 ) ``` * Go Gin ```go 1 options := scalekit.AuthorizationUrlOptions{ 2 OrganizationId: "org_32656XXXXXX0438", 3 } 4 5 authorizationURL, err := scalekitClient.GetAuthorizationUrl( 6 "https://your-app.example.com/auth/callback", 7 options, 8 ) ``` * Java Spring Boot ```java 1 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 2 options.setOrganizationId("org_32656XXXXXX0438"); 3 4 URI authorizationUrl = scalekitClient 5 .authentication() 6 .getAuthorizationUrl("https://your-app.example.com/auth/callback", options); ``` * Direct URL (no SDK) Authorization URL ```sh /oauth/authorize? response_type=code& client_id=& redirect_uri=& scope=openid%20profile%20email& organization_id=org_32656XXXXXX0438 ``` example email addresses In developer environments, SSO simulator can be accessed by passing an `example.org` or an `example.com` email addresses. This is useful for starting a SSO simulator 3. **Simulate a SSO login** Generated authorization URL redirects the users to SSO simulator. 1. Select **User login via SSO** from the dropdown menu 2. Enter test user details (email, name, etc.) to simulate authentication 3. Click **Submit** to complete the simulation ![SSO Simulator form](/.netlify/images?url=_astro%2F2.1.BEM1Vo-J.png\&w=2646\&h=1652\&dpl=6a3b904fcb23b100084833a2) After submitting the form, your application receives an `idToken` containing the user details you entered: ![ID token response](/.netlify/images?url=_astro%2F2.2.tePTMu6U.png\&w=2182\&h=1146\&dpl=6a3b904fcb23b100084833a2) Custom user attributes To test custom attributes from the SSO Simulator, first register them at **Dashboard > Development > Single Sign-On > Custom Attributes**. ### Full stack authentication vs modular SSO [Section titled “Full stack authentication vs modular SSO”](#full-stack-authentication-vs-modular-sso) How you reach the SSO simulator depends on how you use Scalekit: * **Modular SSO:** You can route users to the SSO simulator by including `login_hint=name@example.com` (or `organization_id=`) in the authorization URL. You are not limited to passing only the organization ID. * **Full stack authentication:** You do not need to pass any parameters when creating the authorization URL. Redirect users to Scalekit’s hosted login page; when they enter an email with a domain such as `example.com` or `example.org`, the login screen automatically sends them to the SSO simulator. --- # DOCUMENT BOUNDARY --- # Use Scalekit credentials > Use Scalekit-managed test accounts to validate social logins and agent tool connections without configuring your own provider credentials. Scalekit provides development environments that let you test your authentication flows end to end. Flows that depend on third-party providers—such as social logins with Google or tool connections like HubSpot—normally require you to configure your own OAuth apps and test with real user accounts. Configuring each provider and managing test accounts is time-consuming. Scalekit credentials let you use provider-specific test accounts that Scalekit manages for you, so you can skip most of the provider setup and focus on your application logic. Scalekit manages the OAuth apps and test accounts for supported providers. When you enable Scalekit credentials for a connection, Scalekit: * Uses its own client IDs, secrets, and test accounts for that provider * Handles the provider-side login or authorization on your behalf * Returns tokens and user data to your application as if a real user had completed the flow Your application receives the same type of responses it would receive from a fully configured production integration, but without requiring you to manage provider configuration during development. ## Use Scalekit credentials for agent tool connections [Section titled “Use Scalekit credentials for agent tool connections”](#use-scalekit-credentials-for-agent-tool-connections) To use Scalekit credentials for agent tool connections: * Open **Scalekit Dashboard → Agent tool connections** * Choose a tool connection (for example, HubSpot) * Select **Use Scalekit credentials** The next tool invocation for that connection automatically uses the Scalekit-managed credentials and lets you make tool calls without configuring your own OAuth app or test account. ## Use Scalekit credentials for social connections [Section titled “Use Scalekit credentials for social connections”](#use-scalekit-credentials-for-social-connections) To use Scalekit credentials for social login providers: * Open **Scalekit Dashboard → Authentication → Auth methods → Social login** * Choose a social provider (for example, Google or Microsoft) * Select **Use Scalekit credentials** The next social login for that provider automatically uses the Scalekit-managed credentials and lets you complete login flows without maintaining separate test identities or local OAuth configurations. ![](/.netlify/images?url=_astro%2F01.BGnueJDk.png\&w=1970\&h=915\&dpl=6a3b904fcb23b100084833a2) Request additional providers If you need a provider that is not yet available with Scalekit credentials, we add new providers for you. [Reach out to us!](/support/contact-us/) --- # DOCUMENT BOUNDARY --- # Admin portal > Implement Scalekit's self-serve admin portal to let customers configure SCIM via a shareable link or embedded iframe The admin portal provides a self-serve interface for customers to configure single sign-on (SSO) and directory sync (SCIM) connections. Scalekit hosts the portal and provides two integration methods: generate a shareable link through the dashboard or programmatically embed the portal in your application using an iframe. This guide shows you how to implement both integration methods. For the broader customer onboarding workflow, see [Onboard enterprise customers](/sso/guides/onboard-enterprise-customers/). ## Generate shareable portal link No-code Generate a shareable link through the Scalekit dashboard to give customers access to the admin portal. This method requires no code and is ideal for quick setup. ### Create the portal link 1. Log in to the [Scalekit dashboard](https://app.scalekit.com) 2. Navigate to **Dashboard > Organizations** 3. Select the target organization 4. Click **Generate link** to create a shareable admin portal link The generated link follows this format: Portal link example ```http https://your-app.scalekit.dev/magicLink/2cbe56de-eec4-41d2-abed-90a5b82286c4_p ``` ### Link properties | Property | Details | | -------------- | ------------------------------------------------------------------------------- | | **Expiration** | Links expire after 7 days | | **Revocation** | Revoke links anytime from the dashboard | | **Sharing** | Share via email, Slack, or any preferred channel | | **Security** | Anyone with the link can view and update the organization’s connection settings | Security consideration Treat portal links as sensitive credentials. Anyone with the link can view and modify the organization’s SSO and SCIM configuration. ## Embed the admin portal Programmatic Embed the admin portal directly in your application using an iframe. This allows customers to configure SSO and SCIM without leaving your app, creating a seamless experience within your settings or admin interface. The portal link must be generated programmatically on each page load for security. Each generated link is single-use and expires after 1 minute, though once loaded, the session remains active for up to 6 hours. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` ### Generate portal link Use the Scalekit SDK to generate a unique, embeddable admin portal link for an organization. Call this API endpoint each time you render the page containing the iframe. * Node.js Express.js ```javascript 6 collapsed lines 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new Scalekit( 4 process.env.SCALEKIT_ENVIRONMENT_URL, 5 process.env.SCALEKIT_CLIENT_ID, 6 process.env.SCALEKIT_CLIENT_SECRET, 7 ); 8 9 async function generatePortalLink(organizationId) { 10 const link = await scalekit.organization.generatePortalLink(organizationId); 11 return link.location; // Use as iframe src 12 } ``` * Python Flask ```python 6 collapsed lines 1 from scalekit import Scalekit 2 import os 3 4 scalekit_client = Scalekit( 5 environment_url=os.environ.get("SCALEKIT_ENVIRONMENT_URL"), 6 client_id=os.environ.get("SCALEKIT_CLIENT_ID"), 7 client_secret=os.environ.get("SCALEKIT_CLIENT_SECRET") 8 ) 9 10 def generate_portal_link(organization_id): 11 link = scalekit_client.organization.generate_portal_link(organization_id) 12 return link.location # Use as iframe src ``` * Go Gin ```go 10 collapsed lines 1 import ( 2 "context" 3 "os" 4 5 "github.com/scalekit/sdk-go" 6 ) 7 8 scalekitClient := scalekit.New( 9 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 10 os.Getenv("SCALEKIT_CLIENT_ID"), 11 os.Getenv("SCALEKIT_CLIENT_SECRET"), 12 ) 13 14 func generatePortalLink(organizationID string) (string, error) { 15 ctx := context.Background() 16 link, err := scalekitClient.Organization().GeneratePortalLink(ctx, organizationID) 17 if err != nil { 18 return "", err 19 } 20 return link.Location, nil // Use as iframe src 21 } ``` * Java Spring Boot ```java 8 collapsed lines 1 import com.scalekit.client.Scalekit; 2 import com.scalekit.client.models.Link; 3 import com.scalekit.client.models.Feature; 4 import java.util.Arrays; 5 6 Scalekit scalekitClient = new Scalekit( 7 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 8 System.getenv("SCALEKIT_CLIENT_ID"), 9 System.getenv("SCALEKIT_CLIENT_SECRET") 10 ); 11 12 public String generatePortalLink(String organizationId) { 13 Link portalLink = scalekitClient.organizations() 14 .generatePortalLink(organizationId, Arrays.asList(Feature.sso, Feature.dir_sync, Feature.domain_verification)); 15 return portalLink.getLocation(); // Use as iframe src 16 } ``` The API returns a JSON object with the portal link. Use the `location` property as the iframe `src`: API response ```json { "id": "8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "location": "https://random-subdomain.scalekit.dev/magicLink/8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "expireTime": "2024-10-03T13:35:50.563013Z" } ``` Embed portal in iframe ```html ``` Embed the portal in your application’s settings or admin section where customers manage authentication configuration. ### Configuration and session | Setting | Requirement | | --------------------- | ----------------------------------------------------------------------------- | | **Redirect URI** | Add your application domain at **Dashboard > Developers > API Configuration** | | **iframe attributes** | Include `allow="clipboard-write"` for copy-paste functionality | | **Dimensions** | Minimum recommended height: 600px | | **Link expiration** | Generated links expire after 1 minute if not loaded | | **Session duration** | Portal session remains active for up to 6 hours once loaded | | **Single-use** | Each generated link can only be used once to initialize a session | Generate fresh links Generate a new portal link on each page load rather than caching the URL. This ensures security and prevents expired link errors. ## Customize the admin portal Match the admin portal to your brand identity. Configure branding at **Dashboard > Settings > Branding**: | Option | Description | | ---------------- | --------------------------------------------------------- | | **Logo** | Upload your company logo (displayed in the portal header) | | **Accent color** | Set the primary color to match your brand palette | | **Favicon** | Provide a custom favicon for browser tabs | Branding scope Branding changes apply globally to all portal instances (both shareable links and embedded iframes) in your environment. For additional customization options including custom domains, see the [Custom domain guide](/guides/custom-domain/). [SSO integrations ](/guides/integrations/sso-integrations/)Administrator guides to set up SSO integrations [Portal events ](/reference/admin-portal/ui-events/)Listen to the browser events emitted from the embedded admin portal --- # DOCUMENT BOUNDARY --- # Explore sample apps > Explore sample apps for building an Admin Portal and integrating webhooks. Find code examples to streamline SCIM provisioning and user management. Whether you’re building an Admin Portal or implementing webhooks, we’ve got you covered with practical samples and upcoming language-specific examples. ### Admin Portal [Section titled “Admin Portal”](#admin-portal) Our [admin portal](/guides/admin-portal) sample demonstrates key features and functionality for administrative users. It showcase how the admin portal can be integrated with your application to provide efficient and seamless way for IT admins to configure SCIM Provisioning. [Check out the sample app](https://github.com/scalekit-developers/nodejs-example-apps/tree/main/embed-admin-portal-sample) ### NextJS webhook demo [Section titled “NextJS webhook demo”](#nextjs-webhook-demo) This sample application built with NextJS illustrates the implementation and usage of webhooks in a real-world scenario. It provides a practical example of how to integrate webhook functionality into your projects. [Check out the sample app](https://github.com/scalekit-developers/nextjs-example-apps/tree/main/webhook-events) --- # DOCUMENT BOUNDARY --- # Code samples > Code samples demonstrating SCIM provisioning examples and integration patterns for user and group management ### [Handle SCIM webhooks](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/webhook-events) [Process SCIM directory updates in Next.js. Example shows how to verify webhook signatures and sync user data](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/webhook-events) ### [Embed admin portal](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) [Securely embed the Scalekit Admin Portal via iframe. Node.js example for managing directory sync and organizational settings](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) --- # DOCUMENT BOUNDARY --- # Automatically assign roles > Automatically assign roles to users in your application by mapping directory provider groups to application roles using Scalekit Manually assigning roles to users in your application consumes time and creates room for errors for your customers (usually, administrators). Scalekit monitors role changes in connected directories and notifies your application through webhooks. You use the event payload to keep user roles in your application in sync with directory groups in near real time. ## How group-based role assignment works [Section titled “How group-based role assignment works”](#how-group-based-role-assignment-works) Organization administrators commonly manage varying access levels by grouping users in their directory. For example, to manage access levels to GitHub, they create groups for each role and assign users to those groups. In this case a **Maintainer** group includes all the users who should have maintainer access to the repository. This enables your application to take necessary actions such as creating or modifying user roles as directed by the organization’s administrators. Note Scalekit delivers **normalized** information regardless of which directory provider your customers use. This eliminates the need for you to transform data across different providers. Users can belong to multiple groups and may receive multiple roles in your application, depending on how you handle roles. ## Set up automatic role assignment [Section titled “Set up automatic role assignment”](#set-up-automatic-role-assignment) To enable administrators to map directory groups to roles in your app, complete these steps: 1. Open the Scalekit dashboard. 2. Go to **Roles & Permissions**. 3. Use the **Roles** and **Permissions** sections to configure your application’s authorization model. 4. Register your app’s roles and permissions so Scalekit can reference them in mappings and webhook events. Select **Add role** to create a new role. Choose clear display names and descriptions for your roles. This helps customers understand and align the roles with the access levels they already maintain in their directory. ![Scalekit roles configuration page showing list of application roles](/.netlify/images?url=_astro%2Fadd-role-page.ByP-1WUT.png\&w=3066\&h=1779\&dpl=6a3b904fcb23b100084833a2) The roles page lists a couple of sample roles by default. You can edit or remove these and add new roles that match your application’s authorization model. ![Scalekit roles list showing default and custom roles](/.netlify/images?url=_astro%2F2026-02-06-16-15-49.ddPnlHEF.png\&w=3068\&h=1942\&dpl=6a3b904fcb23b100084833a2) Specify the default roles your app wants to assign to the organization creator and to members who belong to the same organization. All added roles are available for you to select as default roles. ![Scalekit default roles configuration for creators and members](/.netlify/images?url=_astro%2Fdefault-roles.BQje7ud4.png\&w=3020\&h=1721\&dpl=6a3b904fcb23b100084833a2) ### Connect organization groups to app roles [Section titled “Connect organization groups to app roles”](#connect-organization-groups-to-app-roles) After you create roles, they represent the roles in your app that you want directory groups to control. Users receive role assignments in your app based on the groups they belong to in their directory. You can set up this mapping in two ways: 1. Configure mappings in the Scalekit dashboard on behalf of organization administrators. Select the organization and go to the **SCIM provisioning** tab. 2. Share the [admin portal link](/guides/admin-portal#generate-shareable-portal-link) with organization administrators so they can configure the mappings themselves. Scalekit automatically displays mapping options in both the Scalekit dashboard and the admin portal. This allows administrators to connect organization groups to app roles without custom logic in your application. ![Mapping directory groups to application roles in Scalekit](/.netlify/images?url=_astro%2F2.CqGIp9Zu.png\&w=2010\&h=1092\&dpl=6a3b904fcb23b100084833a2) ## Handle role update events [Section titled “Handle role update events”](#handle-role-update-events) Scalekit continuously monitors updates from your customers’ directory providers and sends event payloads to your application through a registered webhook endpoint. To set up these endpoints and manage subscriptions, use the **Webhooks** option in the Scalekit dashboard. Listen for the `organization.directory.user_updated` event to determine a user’s roles from the payload. Scalekit automatically includes role information that is relevant to your app, based on the roles you configured in the Scalekit dashboard. * Node.js Create a webhook endpoint for role updates ```javascript 1 // Webhook endpoint to receive directory role updates 2 app.post('/webhook', async (req, res) => { 3 // Extract event data from the webhook payload 4 const event = req.body; 5 const { email, roles } = event.data; 6 7 console.log('Received directory role update for:', email); 8 9 // Extract role_name from the roles array, if present 10 const roleName = Array.isArray(roles) && roles.length > 0 ? roles[0].role_name : null; 11 console.log('Role name received:', roleName); 12 13 // Business logic: update user role and permissions in your app 14 if (roleName) { 15 await assignRole(roleName, email); 16 console.log('Updated access for user:', email); 17 } 18 19 res.status(201).json({ 20 message: 'Role processed', 21 }); 22 }); ``` * Python Create a webhook endpoint for role updates ```python 1 import json 2 from fastapi import FastAPI, Request 3 from fastapi.responses import JSONResponse 4 5 app = FastAPI() 6 7 8 @app.post("/webhook") 9 async def api_webhook(request: Request): 10 # Parse request body from the webhook payload 11 body = await request.body() 12 payload = json.loads(body.decode()) 13 14 # Extract user data 15 user_roles = payload["data"].get("roles", []) 16 user_email = payload["data"].get("email") 17 18 print("User roles:", user_roles) 19 print("User email:", user_email) 20 21 # Business logic: assign role in your app 22 if user_roles and user_email: 23 await assign_role(user_roles[0], user_email) 24 25 return JSONResponse( 26 status_code=201, 27 content={"message": "Role processed"}, 28 ) ``` * Java Create a webhook endpoint for role updates ```java 1 @PostMapping("/webhook") 2 public ResponseEntity> webhook(@RequestBody String body, @RequestHeader Map headers) { 3 ObjectMapper mapper = new ObjectMapper(); 4 5 try { 6 JsonNode node = mapper.readTree(body); 7 JsonNode roles = node.get("data").get("roles"); 8 String email = node.get("data").get("email").asText(); 9 10 System.out.println("Roles: " + roles); 11 System.out.println("Email: " + email); 12 13 // TODO: Add role to user in your application 14 15 Map responseBody = new HashMap<>(); 16 responseBody.put("message", "Role processed"); 17 return ResponseEntity.status(HttpStatus.CREATED).body(responseBody); 18 } catch (IOException e) { 19 return ResponseEntity.status(HttpStatus.BAD_REQUEST).build(); 20 } 21 } ``` * Go Create a webhook endpoint for role updates ```go 1 mux.HandleFunc("POST /webhook", func(w http.ResponseWriter, r *http.Request) { 2 // Read request body from the webhook payload 3 bodyBytes, err := io.ReadAll(r.Body) 4 if err != nil { 5 http.Error(w, err.Error(), http.StatusBadRequest) 6 return 7 } 8 9 // Parse webhook payload 10 var body struct { 11 Data map[string]interface{} `json:"data"` 12 } 13 14 if err := json.Unmarshal(bodyBytes, &body); err != nil { 15 http.Error(w, err.Error(), http.StatusBadRequest) 16 return 17 } 18 19 // Extract user data 20 roles, _ := body.Data["roles"] 21 email, _ := body.Data["email"] 22 23 fmt.Println("Roles:", roles) 24 fmt.Println("Email:", email) 25 26 w.WriteHeader(http.StatusCreated) 27 _, _ = w.Write([]byte(`{"message":"Role processed"}`)) 28 }) ``` Refer to the list of [directory webhook events](/directory/reference/directory-events/) you can subscribe to for more event types. --- # DOCUMENT BOUNDARY --- # Production readiness checklist > A focused checklist for launching your Scalekit SCIM provisioning integration, based on core enterprise authentication launch checks. As you prepare to launch SCIM provisioning to production, you should confirm that your configuration satisfies the SCIM-specific items from the authentication launch checklist. This page extracts the SCIM provisioning items from the main authentication [production readiness checklist](/authenticate/launch-checklist/) and organizes them for your directory rollout. **Verify production environment configuration** Confirm that your environment URL (`SCALEKIT_ENVIRONMENT_URL`), client ID (`SCALEKIT_CLIENT_ID`), and client secret (`SCALEKIT_CLIENT_SECRET`) are correctly configured for your production environment and match your production Scalekit dashboard settings. **Configure SCIM webhook endpoints** Configure webhook endpoints to receive SCIM events in your production environment, and ensure they use HTTPS and correct domain configuration. **Verify webhook security with signature validation** Implement signature validation for incoming SCIM webhooks so only Scalekit can trigger provisioning changes. See [webhook best practices](/guides/webhooks-best-practices/) for guidance. **Test user provisioning, updates, and deprovisioning** Test user provisioning flows (create), deprovisioning flows (deactivate or delete), and user profile updates to ensure your application responds correctly to each event type. **Validate group-based role assignment** Set up group-based role assignment and synchronization, and verify that group membership changes in the identity provider correctly map to roles and permissions in your application. **Handle duplicate and invalid data scenarios** Test error scenarios such as duplicate users, conflicting identifiers, and invalid data payloads so your integration fails safely and surfaces actionable errors. **Align SCIM with user and organization models** Confirm that your SCIM implementation matches your user and organization data model, including how you represent organizations, teams, and role assignments in your system. **Finalize admin portal configuration for directory admins** Ensure directory admins can configure SCIM connections in the admin portal, and that your branding and access controls are correct for enterprise customers. --- # DOCUMENT BOUNDARY --- # Onboard enterprise customers > Complete workflow for enabling SCIM provisioning and self-serve directory sync configuration for your enterprise customers Enterprise provisioning with SCIM enables you to automatically create, update, and deactivate users in your application based on changes in your customers’ directory providers such as Okta, Microsoft Entra ID, or Google Workspace. This gives enterprise customers centralized user lifecycle management while reducing manual administration and access drift. ![How Scalekit connects your application to enterprise directories and identity providers](/.netlify/images?url=_astro%2Fhow-scalekit-connects.CrZX8E30.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) This guide walks you through the complete workflow for onboarding enterprise customers with SCIM provisioning. You’ll learn how to create organizations, provide admin portal access, enable directory sync, and verify that provisioning works end to end. Before onboarding enterprise customers with provisioning, ensure you have completed the [SCIM quickstart](/directory/scim/quickstart/) to set up basic directory sync in your application. ## Table of contents * [Create organization](#create-organization) * [Provide admin portal access](#provide-admin-portal-access) * [Customer configures SCIM provisioning](#customer-configures-scim-provisioning) * [Verify provisioning and run test sync](#verify-provisioning-and-run-test-sync) 1. ## Create organization Create an organization in Scalekit to represent your enterprise customer: * Log in to the [Scalekit dashboard](https://app.scalekit.com) * Navigate to **Dashboard > Organizations** * Click **Create Organization** * Enter the organization name and relevant details * Save the organization Each organization in Scalekit represents one of your enterprise customers and can have its own directory sync settings, SSO configuration, and domain associations. 2. ## Provide admin portal access Give your customer’s IT administrator access to the self-serve admin portal to configure their directory and SCIM connection. Scalekit provides two integration methods: **Option 1: Share a no-code link** Quick setup Generate and share a link to the admin portal: * Select the organization from **Dashboard > Organizations** * Click **Generate link** in the organization overview * Share the link with your customer’s IT admin via email, Slack, or your preferred channel The link remains valid for 7 days and can be revoked anytime from the dashboard. **Link properties:** | Property | Details | | -------------- | ------------------------------------------------------------------------------- | | **Expiration** | Links expire after 7 days | | **Revocation** | Revoke links anytime from the dashboard | | **Sharing** | Share via email, Slack, or any preferred channel | | **Security** | Anyone with the link can view and update the organization’s connection settings | The generated link follows this format: Portal link example ```http https://your-app.scalekit.dev/magicLink/2cbe56de-eec4-41d2-abed-90a5b82286c4_p ``` Security consideration Treat portal links as sensitive credentials. Anyone with the link can view and modify the organization’s SSO and SCIM configuration. **Option 2: Embed the portal** Seamless experience Embed the admin portal directly in your application so customers can configure SCIM provisioning and SSO without leaving your interface. The portal link must be generated programmatically on each page load for security. Each generated link is single-use and expires after 1 minute, though once loaded, the session remains active for up to 6 hours. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` ### Generate portal link Use the Scalekit SDK to generate a unique, embeddable admin portal link for an organization. Call this API endpoint each time you render the page containing the iframe: * Node.js Express.js ```javascript 6 collapsed lines 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new Scalekit( 4 process.env.SCALEKIT_ENVIRONMENT_URL, 5 process.env.SCALEKIT_CLIENT_ID, 6 process.env.SCALEKIT_CLIENT_SECRET, 7 ); 8 9 async function generatePortalLink(organizationId) { 10 const link = await scalekit.organization.generatePortalLink(organizationId); 11 return link.location; // Use as iframe src 12 } ``` * Python Flask ```python 6 collapsed lines 1 from scalekit import Scalekit 2 import os 3 4 scalekit_client = Scalekit( 5 environment_url=os.environ.get("SCALEKIT_ENVIRONMENT_URL"), 6 client_id=os.environ.get("SCALEKIT_CLIENT_ID"), 7 client_secret=os.environ.get("SCALEKIT_CLIENT_SECRET") 8 ) 9 10 def generate_portal_link(organization_id): 11 link = scalekit_client.organization.generate_portal_link(organization_id) 12 return link.location # Use as iframe src ``` * Go Gin ```go 10 collapsed lines 1 import ( 2 "context" 3 "os" 4 5 "github.com/scalekit/sdk-go" 6 ) 7 8 scalekitClient := scalekit.New( 9 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 10 os.Getenv("SCALEKIT_CLIENT_ID"), 11 os.Getenv("SCALEKIT_CLIENT_SECRET"), 12 ) 13 14 func generatePortalLink(organizationID string) (string, error) { 15 ctx := context.Background() 16 link, err := scalekitClient.Organization().GeneratePortalLink(ctx, organizationID) 17 if err != nil { 18 return "", err 19 } 20 return link.Location, nil // Use as iframe src 21 } ``` * Java Spring Boot ```java 8 collapsed lines 1 import com.scalekit.client.Scalekit; 2 import com.scalekit.client.models.Link; 3 import com.scalekit.client.models.Feature; 4 import java.util.Arrays; 5 6 Scalekit scalekitClient = new Scalekit( 7 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 8 System.getenv("SCALEKIT_CLIENT_ID"), 9 System.getenv("SCALEKIT_CLIENT_SECRET") 10 ); 11 12 public String generatePortalLink(String organizationId) { 13 Link portalLink = scalekitClient.organizations() 14 .generatePortalLink(organizationId, Arrays.asList(Feature.sso, Feature.dir_sync)); 15 return portalLink.getLocation(); // Use as iframe src 16 } ``` The API returns a JSON object with the portal link. Use the `location` property as the iframe `src`: API response ```json { "id": "8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "location": "https://random-subdomain.scalekit.dev/magicLink/8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "expireTime": "2024-10-03T13:35:50.563013Z" } ``` Embed portal in iframe ```html ``` Embed the portal in your application’s settings or admin section where customers manage authentication configuration. Listen for UI events from the embedded portal to respond to configuration changes, such as when directory sync is enabled, provisioning is tested, or the session expires. See the [Admin portal UI events reference](/reference/admin-portal/ui-events/) for details on handling these events. ### Configuration and session | Setting | Requirement | | --------------------- | ----------------------------------------------------------------------------- | | **Redirect URI** | Add your application domain at **Dashboard > Developers > API Configuration** | | **iframe attributes** | Include `allow="clipboard-write"` for copy-paste functionality | | **Dimensions** | Minimum recommended height: 600px | | **Link expiration** | Generated links expire after 1 minute if not loaded | | **Session duration** | Portal session remains active for up to 6 hours once loaded | | **Single-use** | Each generated link can only be used once to initialize a session | Generate fresh links Generate a new portal link on each page load rather than caching the URL. This ensures security and prevents expired link errors. 3. ## Customer configures SCIM provisioning After receiving admin portal access, your customer’s IT administrator: * Opens the admin portal (via shared link or embedded iframe) * Selects their directory integration (Okta, Microsoft Entra ID, Google Workspace, etc.) * Follows the provider-specific SCIM or directory sync setup guide * Enters the required configuration (SCIM endpoint URL, access token, and any required headers) * Tests user provisioning from their directory to your application * Activates the SCIM connection Once configured, the directory sync or SCIM connection appears as active in your organization’s settings. SCIM configuration guides Share the appropriate [SCIM integration guide](/guides/integrations/scim-integrations/) with your customer’s IT team to help them configure their directory correctly. 4. ## Verify provisioning and run test sync After SCIM provisioning is configured, verify that user and group changes flow correctly from the customer’s directory into your application. This ensures your enterprise onboarding is reliable before rolling out broadly. To verify provisioning: * Create a test user in the customer’s directory and assign them to the appropriate groups or applications * Confirm that the user appears in your application’s organization with the expected attributes (name, email, roles, and status) * Update the user’s attributes or group memberships in the directory and verify that changes propagate to your application * Deactivate or delete the test user in the directory and ensure their access is revoked in your application Home realm discovery and SSO (optional) You can optionally combine SCIM provisioning with SSO and domain verification so that users are both automatically provisioned and routed to the correct identity provider at sign-in. See the SSO onboarding guides if you want to add SSO on top of SCIM. ## Customize the admin portal Match the admin portal to your brand identity. Configure branding at **Dashboard > Settings > Branding**: | Option | Description | | ---------------- | --------------------------------------------------------- | | **Logo** | Upload your company logo (displayed in the portal header) | | **Accent color** | Set the primary color to match your brand palette | | **Favicon** | Provide a custom favicon for browser tabs | Branding scope Branding changes apply globally to all portal instances (both shareable links and embedded iframes) in your environment. For additional customization options including custom domains, see the [Custom domain guide](/guides/custom-domain/). --- # DOCUMENT BOUNDARY --- # Review SCIM protocol > Learn about core components, resources, schemas, and real-world implementation scenarios for identity management across cloud applications through SCIM System for Cross-domain Identity Management (SCIM) is an [open standard API specification](https://datatracker.ietf.org/doc/html/rfc7643#section-2) designed to manage identities across cloud applications easily and scalably. The specification suite builds upon experience with existing schemas and deployments, emphasizing: * Simplicity of development and integration * Application of existing authentication, authorization, and privacy models Its intent is to reduce the cost and complexity of user management operations by providing: * A common user schema * An extension model; e.g., enterprise user * Binding documents to provide patterns for exchanging this schema using HTTP ## SCIM protocol: Key components [Section titled “SCIM protocol: Key components”](#scim-protocol-key-components) SCIM is a HTTP based protocol and uses structured [JSON](https://datatracker.ietf.org/doc/html/rfc7159) payloads to exchange resource information between the SCIM client and service provider. To identify the SCIM protocol resources, the `application/scim+json` media type is used. ### SCIM service provider [Section titled “SCIM service provider”](#scim-service-provider) SCIM service provider is any business application that provisions users and groups by synchronizing the changes made in a SCIM client, including creates, updates, and deletes. The synchronization enables end users to have seamless access to the business application for which they’re assigned, with up-to-date profiles and permissions. Scalekit acts as the SCIM service provider on your behalf and integrates with your customer’s identity providers or directory providers (e.g. Okta, Azure AD, Google Workspace, etc.) to provision users and groups. ### SCIM client [Section titled “SCIM client”](#scim-client) SCIM client facilitates provisioning, or managing user lifecycle events, through SCIM endpoints exposed by the SCIM service provider. Identity providers and HRMS act as very popular SCIM clients as they are treated as the source of truth for user identity data. Some of the most common SCIM clients are [Okta](https://www.okta.com), [Microsoft Entra ID (aka Azure AD)](https://www.microsoft.com/en-in/security/business/identity-access/microsoft-entra-id). ### SCIM endpoints [Section titled “SCIM endpoints”](#scim-endpoints) SCIM endpoints are the entry points to the SCIM API. They are the endpoints that the SCIM client will call to provision users and groups. The following are the most popular SCIM endpoints that any SCIM service provider should support: * `/Users` * `/Groups` ### SCIM methods [Section titled “SCIM methods”](#scim-methods) As SCIM is built on top of REST, SCIM methods are the HTTP methods that are used to perform CRUD operations on the SCIM resources. The following are the most common SCIM methods: * GET * POST * PUT * PATCH * DELETE ### SCIM authentication [Section titled “SCIM authentication”](#scim-authentication) SCIM uses OAuth 2.0 bearer token authentication to authenticate requests to the SCIM API. The token is a string that is used to authenticate the SCIM API requests to the SCIM service provider. The token is passed in the HTTP Authorization header using the Bearer scheme. ## SCIM resources [Section titled “SCIM resources”](#scim-resources) SCIM resources are the core building blocks of the SCIM protocol. They represent entities such as users, groups, and organizational units. Each resource has a set of attributes that describe the entity. While SCIM user resource has the basic attributes of a user like email address, phone number, and name, it is extensible by defining new JSON schemas that a service provider can choose to implement. An enterprise user is an example of a SCIM user extension resource. Enterprise user resource has attributes such as employee number, department, and manager which are valuable for enterprise implementation of user management using SCIM v2. Example SCIM user representation ```json 1 { 2 "schemas": ["urn:ietf:params:scim:schemas:core:2.0:User"], 3 "userName": "bjensen", 4 "name": { 5 "givenName": "Barbara", 6 "familyName": "Jensen" 7 }, 8 "emails": [ 9 { 10 "value": "bjensen@example.com", 11 "type": "work", 12 "primary": true 13 } 14 ], 15 "entitlements": [ 16 { 17 "value": "Employee", 18 "type": "role" 19 } 20 ] 21 } ``` ### SCIM schema [Section titled “SCIM schema”](#scim-schema) SCIM schema is the core of the SCIM protocol. It is a JSON schema that defines the structure of the SCIM resources. The following are the most common SCIM schemas: * [Core SCIM user schema](https://datatracker.ietf.org/doc/html/rfc7643#section-4.1) * [Enterprise user schema](https://datatracker.ietf.org/doc/html/rfc7643#section-4.3) * [Group schema](https://datatracker.ietf.org/doc/html/rfc7643#section-4.2) ## Putting everything together [Section titled “Putting everything together”](#putting-everything-together) Now that you have a high level understanding of the SCIM protocol and different components involved, let’s put everything together to take a scenario of how SCIM protocol facilitates user provisioning from an identity provider to a SCIM service provider like Scalekit. ### Scenario: New employee onboarding [Section titled “Scenario: New employee onboarding”](#scenario-new-employee-onboarding) 1. ACME Inc. hires a new employee, John Doe. 2. ACME Inc. adds John Doe to their Okta directory. 3. Okta send a SCIM `POST /Users` request to a pre-registered SCIM service provider (your B2B application) with John Doe’s information as per the SCIM protocol. 4. You authenticate the request using the OAuth 2.0 bearer token authentication & validate the request payload. 5. You provision John Doe as a new user in your B2B application using the user payload. ### Scenario: Employee termination [Section titled “Scenario: Employee termination”](#scenario-employee-termination) 1. ACME Inc. terminates John Doe’s employment. 2. ACME Inc. removes John Doe from their Okta directory. 3. Okta send a SCIM `DELETE /Users/john.doe` request to a pre-registered SCIM service provider (your B2B application) as per the SCIM protocol. 4. You authenticate the request using the OAuth 2.0 bearer token authentication & validate the request payload. 5. You deactivate John Doe as an existing user in your B2B application using the user payload. ### Scenario: Employee transfer [Section titled “Scenario: Employee transfer”](#scenario-employee-transfer) 1. ACME Inc. transfers John Doe to a different department. 2. ACME Inc. updates John Doe’s information in their Okta directory. 3. Okta send a SCIM `PATCH /Users/john.doe` request to a pre-registered SCIM service provider (your B2B application) as per the SCIM protocol. 4. You authenticate the request using the OAuth 2.0 bearer token authentication & validate the request payload. 5. You update John Doe’s information in your B2B application using the user payload. SCIM create user request ```http 1 POST /Users HTTP/1.1 2 Host: yourapp.scalekit.com/directory/dir_12442/scim/v2 3 Accept: application/scim+json 4 Content-Type: application/scim+json 5 Authorization: Bearer YOUR_SCIM_API_TOKEN 6 7 { 8 "schemas":["urn:ietf:params:scim:schemas:core:2.0:User"], 9 "userName":"bjensen", 10 "externalId":"bjensen", 11 "name":{ 12 "formatted":"Ms. Barbara J Jensen III", 13 "familyName":"Jensen", 14 "givenName":"Barbara" 15 } 16 } ``` ## Scalekit’s SCIM implementation [Section titled “Scalekit’s SCIM implementation”](#scalekits-scim-implementation) Scalekit’s SCIM implementation is built upon the principles of simplicity, security, and scalability. It provides a normalized implementation of the SCIM protocol across different identity providers & directory providers. This allows you to focus on integrating with Scalekit’s API & leave the complexities of SCIM protocol implementation to us. While not all directory providers implement SCIM or support all SCIM features, Scalekit aims to abstract these complexities & provide a seamless experience for provisioning users and groups. ### Webhooks [Section titled “Webhooks”](#webhooks) Scalekit supports webhooks as a mechanism to send real-time updates to your application about user provisioning and deprovisioning events to your application as and when there are changes detected in your customer’s SCIM compliant directory providers. We also normalize the webhook payloads across different directory providers to ensure that you can focus on building your application without having to worry about the nuances of each directory provider’s SCIM implementations. Tip Refer to our [Webhooks](/reference/webhooks/overview/) documentation to learn more on how you can use webhooks to listen for changes in the directory and update the user’s roles in your application. --- # DOCUMENT BOUNDARY --- # Understanding SCIM Provisioning > The business case for implementing SCIM Scaling organizations utilize a growing array of applications to support their employees’ productivity. To efficiently and securely manage access to these applications, organization administrators employ Directory Providers. These providers automate crucial workflows, such as granting access to new employees or revoking access for departing staff. Directory providers, like Entra ID (formerly Azure Active Directory), serve as the authoritative source for user information and access rights. Organizations expect your application to accommodate their directory provider requirements. Consequently, you must design systems capable of interfacing with various directory providers used by their customers. Scalekit serves as an intermediary component in your B2B application architecture, providing a streamlined interface to access user information programmatically and in real-time. ![User onboarding flow across your app, Scalekit, and directory providers](/.netlify/images?url=_astro%2Fbasics.BBrrKGoZ.png\&w=4260\&h=2200\&dpl=6a3b904fcb23b100084833a2) This solution allows your application to: 1. Automatically determine user roles (e.g., admin, member) 2. Retrieve user access permissions 3. Tailor the user experience accordingly and securely By integrating Scalekit, you can meet enterprise requirements without diverting focus from your core product development. This approach significantly reduces the engineering effort and time typically required to implement compatibility with various directory providers. Explore the compelling reasons to implement SCIM Provisioning in your B2B SaaS app: Tip * Automates user lifecycle management, eliminating the need for manual user creation, updates, and deletions. This reduces administrative overhead and the potential for human error. * Enhances security by ensuring prompt revocation of user access when employees leave an organization. * Improves user experience by allowing new employees to gain immediate access to necessary applications without waiting for manual account creation. This leads to a smoother onboarding process. * Reduces IT workload by eliminating the need for IT administrators to manually manage user accounts across multiple systems. This frees up time for more strategic tasks. * Ensures user information consistency across the identity provider (IdP) and the B2B application, reducing discrepancies and potential security risks. * Scales to handle increased user numbers as organizations grow, without requiring additional manual effort. * Helps organizations meet various compliance requirements related to user access and data protection by maintaining accurate and up-to-date user records. * Allows for mapping of custom attributes via SCIM, enabling B2B applications to sync specialized user data that may be unique to their use case. Implementing SCIM allows you to offer a more attractive, enterprise-grade solution. ## Next steps [Section titled “Next steps”](#next-steps) Now that you understand the importance of directories and how implementing SCIM Provisioning can step up your app to enterprise-grade status, it’s time to put this knowledge into action. Here are some suggested next steps: 1. Dive into our [Quickstart](/directory/scim/quickstart/) guide to learn how to set up SCIM Provisioning for your app. This practical guide will walk you through the implementation process step-by-step. 2. Start small by simulating directory events. This hands-on approach allows you to test and familiarize yourself with the system without affecting live data. 3. Explore our sample apps to picture all the moving components in a typical app. Note Take it one step at a time, and don’t hesitate to refer back to our documentation as you progress. Your efforts will result in a more secure, efficient, and attractive solution for your enterprise customers. Happy syncing! --- # DOCUMENT BOUNDARY --- # Directory events > Explore webhook events related to directory operations in Scalekit, including user and group creation, updates, and deletions. This page documents the webhook events related to directory operations in Scalekit. ## Table of contents * [Directory connection events](#directory-connection-events) * [`organization.directory_enabled`](#organizationdirectory_enabled) * [`organization.directory_disabled`](#organizationdirectory_disabled) * [Directory User Events](#directory-user-events) * [`organization.directory.user_created`](#organizationdirectoryuser_created) * [`organization.directory.user_updated`](#organizationdirectoryuser_updated) * [`organization.directory.user_deleted`](#organizationdirectoryuser_deleted) * [Directory Group Events](#directory-group-events) * [`organization.directory.group_created`](#organizationdirectorygroup_created) * [`organization.directory.group_updated`](#organizationdirectorygroup_updated) * [`organization.directory.group_deleted`](#organizationdirectorygroup_deleted) *** ## Directory connection events ### `organization.directory_enabled` This webhook is triggered when a directory sync is enabled. The event type is `organization.directory_enabled` organization.directory\_enabled ```json 1 { 2 "environment_id": "env_27758032200925221", 3 "id": "evt_55136848686613000", 4 "object": "Directory", 5 "occurred_at": "2025-01-15T08:55:22.802860294Z", 6 "organization_id": "org_55135410258444802", 7 "spec_version": "1", 8 "type": "organization.directory_enabled", 9 "data": { 10 "directory_type": "SCIM", 11 "enabled": false, 12 "id": "dir_55135622825771522", 13 "organization_id": "org_55135410258444802", 14 "provider": "OKTA", 15 "updated_at": "2025-01-15T08:55:22.792993454Z" 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------- | ------------------------------------------------------------- | | `id` | string | Unique identifier for the directory connection | | `directory_type` | string | The type of directory synchronization | | `enabled` | boolean | Indicates if the directory sync is enabled | | `environment_id` | string | Identifier for the environment | | `last_sync_at` | null | Timestamp of the last synchronization, null if not yet synced | | `organization_id` | string | Identifier for the organization | | `provider` | string | The provider of the directory | | `updated_at` | string | Timestamp of when the configuration was last updated | | `occurred_at` | string | Timestamp of when the event occurred | ### `organization.directory_disabled` This webhook is triggered when a directory sync is disabled. The event type is `organization.directory_disabled` organization.directory\_disabled ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891640779079756", 4 "type": "organization.directory_disabled", 5 "occurred_at": "2025-01-06T18:45:21.057814Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "Directory", 9 "data": { 10 "directory_type": "SCIM", 11 "enabled": false, 12 "id": "dir_53879621145330183", 13 "organization_id": "org_53879494091473415", 14 "provider": "OKTA", 15 "updated_at": "2025-01-06T18:45:21.04978184Z" 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------- | -------------------------------------------------------------------------------- | | `directory_type` | string | Type of directory protocol used for synchronization | | `enabled` | boolean | Indicates whether the directory synchronization is currently enabled or disabled | | `id` | string | Unique identifier for the directory connection | | `last_sync_at` | string | Timestamp of the most recent directory synchronization | | `organization_id` | string | Unique identifier of the organization associated with this directory | | `provider` | string | Identity provider for the directory connection | | `status` | string | Current status of the directory synchronization process | | `updated_at` | string | Timestamp of the most recent update to the directory connection | | `occurred_at` | string | Timestamp of when the event occurred | ## Directory User Events ### `organization.directory.user_created` This webhook is triggered when a new directory user is created. The event type is `organization.directory.user_created` organization.directory.user\_created ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891546994442316", 4 "type": "organization.directory.user_created", 5 "occurred_at": "2025-01-06T18:44:25.153954Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "DirectoryUser", 9 "data": { 10 "active": true, 11 "cost_center": "QAUZJUHSTYCN", 12 "custom_attributes": { 13 "mobile_phone_number": "1-579-4072" 14 }, 15 "department": "HNXJPGISMIFN", 16 "division": "MJFUEYJOKICN", 17 "dp_id": "", 18 "email": "flavio@runolfsdottir.co.duk", 19 "employee_id": "AWNEDTILGaIZN", 20 "family_name": "Jaquelin", 21 "given_name": "Dayton", 22 "groups": [ 23 { 24 "id": "dirgroup_12312312312312", 25 "name": "Group Name" 26 } 27 ], 28 "id": "diruser_53891546960887884", 29 "language": "se", 30 "locale": "LLWLEWESPLDC", 31 "name": "QURGUZZDYMFU", 32 "nickname": "DTUODYKGFPPC", 33 "organization": "AUIITQVUQGVH", 34 "organization_id": "org_53879494091473415", 35 "phone_number": "1-579-4072", 36 "preferred_username": "kuntala1233a", 37 "profile": "YMIUQUHKGVAX", 38 "raw_attributes": {}, 39 "title": "FKQBHCWJXZSC", 40 "user_type": "RBQFJSQEFAEH", 41 "zoneinfo": "America/Araguaina", 42 "roles": [ 43 { 44 "role_name": "billing_admin" 45 } 46 ] 47 } 48 } ``` | Field | Type | Description | | -------------------- | ------- | ---------------------------------------------------------------------------------- | | `id` | string | Unique ID of the Directory User | | `organization_id` | string | Unique ID of the Organization to which this directory user belongs | | `dp_id` | string | Unique ID of the User in the Directory Provider (IdP) system | | `preferred_username` | string | Preferred username of the directory user | | `email` | string | Email of the directory user | | `active` | boolean | Indicates if the directory user is active | | `name` | string | Fully formatted name of the directory user | | `roles` | array | Array of roles assigned to the directory user | | `groups` | array | Array of groups to which the directory user belongs | | `given_name` | string | Given name of the directory user | | `family_name` | string | Family name of the directory user | | `nickname` | string | Nickname of the directory user | | `picture` | string | URL of the directory user’s profile picture | | `phone_number` | string | Phone number of the directory user | | `address` | object | Address of the directory user | | `custom_attributes` | object | Custom attributes of the directory user | | `raw_attributes` | object | Raw attributes of the directory user as received from the Directory Provider (IdP) | ### `organization.directory.user_updated` This webhook is triggered when a directory user is updated. The event type is `organization.directory.user_updated` organization.directory.user\_updated ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891546994442316", 4 "type": "organization.directory.user_updated", 5 "occurred_at": "2025-01-06T18:44:25.153954Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "DirectoryUser", 9 "data": { 10 "id": "diruser_12312312312312", 11 "organization_id": "org_53879494091473415", 12 "dp_id": "", 13 "preferred_username": "", 14 "email": "john.doe@example.com", 15 "active": true, 16 "name": "John Doe", 17 "roles": [ 18 { 19 "role_name": "billing_admin" 20 } 21 ], 22 "groups": [ 23 { 24 "id": "dirgroup_12312312312312", 25 "name": "Group Name" 26 } 27 ], 28 "given_name": "John", 29 "family_name": "Doe", 30 "nickname": "Jhonny boy", 31 "picture": "https://image.com/profile.jpg", 32 "phone_number": "1234567892", 33 "address": { 34 "postal_code": "64112", 35 "state": "Missouri", 36 "formatted": "123, Oxford Lane, Kansas City, Missouri, 64112" 37 }, 38 "custom_attributes": { 39 "attribute1": "value1", 40 "attribute2": "value2" 41 }, 42 "raw_attributes": {} 43 } 44 } ``` | Field | Type | Description | | -------------------- | ------- | ---------------------------------------------------------------------------------- | | `id` | string | Unique ID of the Directory User | | `organization_id` | string | Unique ID of the Organization to which this directory user belongs | | `dp_id` | string | Unique ID of the User in the Directory Provider (IdP) system | | `preferred_username` | string | Preferred username of the directory user | | `email` | string | Email of the directory user | | `active` | boolean | Indicates if the directory user is active | | `name` | string | Fully formatted name of the directory user | | `roles` | array | Array of roles assigned to the directory user | | `groups` | array | Array of groups to which the directory user belongs | | `given_name` | string | Given name of the directory user | | `family_name` | string | Family name of the directory user | | `nickname` | string | Nickname of the directory user | | `picture` | string | URL of the directory user’s profile picture | | `phone_number` | string | Phone number of the directory user | | `address` | object | Address of the directory user | | `custom_attributes` | object | Custom attributes of the directory user | | `raw_attributes` | object | Raw attributes of the directory user as received from the Directory Provider (IdP) | #### `organization.directory.user_deleted` This webhook is triggered when a directory user is deleted. The event type is `organization.directory.user_deleted` organization.directory.user\_deleted ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891546994442316", 4 "type": "organization.directory.user_deleted", 5 "occurred_at": "2025-01-06T18:44:25.153954Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "DirectoryUser", 9 "data": { 10 "id": "diruser_12312312312312", 11 "organization_id": "org_12312312312312", 12 "dp_id": "", 13 "email": "john.doe@example.com" 14 } 15 } ``` | Field | Type | Description | | ----------------- | ------ | ------------------------------------------------------------------ | | `id` | string | Unique ID of the Directory User | | `organization_id` | string | Unique ID of the Organization to which this directory user belongs | | `dp_id` | string | Unique ID of the User in the Directory Provider (IdP) system | | `email` | string | Email of the directory user | ## Directory Group Events ### `organization.directory.group_created` This webhook is triggered when a new directory group is created. The event type is `organization.directory.group_created` organization.directory.group\_created ```json 1 { 2 "spec_version": "1", 3 "id": "evt_38862741515010639", 4 "environment_id": "env_32080745237316098", 5 "object": "DirectoryGroup", 6 "occurred_at": "2024-09-25T02:26:39.036398577Z", 7 "organization_id": "org_38609339635728478", 8 "type": "organization.directory.group_created", 9 "data": { 10 "directory_id": "dir_38610496391217780", 11 "display_name": "Avengers", 12 "external_id": null, 13 "id": "dirgroup_38862741498233423", 14 "organization_id": "org_38609339635728478", 15 "raw_attributes": {} 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------ | --------------------------------------------------------- | | `directory_id` | string | Unique identifier for the directory | | `display_name` | string | Display name of the directory group | | `external_id` | null | External identifier for the group, null if not specified | | `id` | string | Unique identifier for the directory group | | `organization_id` | string | Identifier for the organization associated with the group | | `raw_attributes` | object | Raw attributes of the directory provider | ### `organization.directory.group_updated` This webhook is triggered when a directory group is updated. The event type is `organization.directory.group_updated` organization.directory.group\_updated ```json 1 { 2 "spec_version": "1", 3 "id": "evt_38864948910162368", 4 "organization_id": "org_38609339635728478", 5 "type": "organization.directory.group_updated", 6 "environment_id": "env_32080745237316098", 7 "object": "DirectoryGroup", 8 "occurred_at": "2024-09-25T02:48:34.745030921Z", 9 "data": { 10 "directory_id": "dir_38610496391217780", 11 "display_name": "Avengers", 12 "external_id": "", 13 "id": "dirgroup_38862741498233423", 14 "organization_id": "org_38609339635728478", 15 "raw_attributes": {} 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------ | --------------------------------------------------------- | | `directory_id` | string | Unique identifier for the directory | | `display_name` | string | Display name of the directory group | | `external_id` | null | External identifier for the group, null if not specified | | `id` | string | Unique identifier for the directory group | | `organization_id` | string | Identifier for the organization associated with the group | | `raw_attributes` | object | Raw attributes of the directory group | ### `organization.directory.group_deleted` This webhook is triggered when a directory group is deleted. The event type is `organization.directory.group_deleted` organization.directory.group\_deleted ```json 1 { 2 "spec_version": "1", 3 "id": "evt_40650399597723966", 4 "environment_id": "env_12205603854221623", 5 "object": "DirectoryGroup", 6 "occurred_at": "2024-10-07T10:25:26.289331747Z", 7 "organization_id": "org_39802449573184223", 8 "type": "organization.directory.group_deleted", 9 "data": { 10 "directory_id": "dir_39802485862301855", 11 "display_name": "Admins", 12 "dp_id": "7c66a173-79c6-4270-ac78-8f35a8121e0a", 13 "id": "dirgroup_40072007005503806", 14 "organization_id": "org_39802449573184223", 15 "raw_attributes": {} 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------ | ------------------------------------------------------------------- | | `directory_id` | string | Unique identifier for the directory | | `display_name` | string | Display name of the directory group | | `dp_id` | string | Unique identifier for the group in the directory provider system | | `id` | string | Unique identifier for the directory group | | `organization_id` | string | Identifier for the organization associated with the group | | `raw_attributes` | object | Raw attributes of the directory group as received from the provider | --- # DOCUMENT BOUNDARY --- # Just-in-time provisioning > Automatically provision users when they sign in through SSO for the first time Just-in-time (JIT) provisioning automatically creates users and organization memberships when they sign in through SSO for the first time. This feature allows users to access your application without requiring manual invitations from IT administrators. For example, users don’t need to remember separate credentials or go through additional signup steps - they just sign in through their familiar SSO portal. Your app signs them up instantly. ## Introduction [Section titled “Introduction”](#introduction) JIT provisioning is particularly useful for enterprise customers who want to provide seamless access to your application for their employees while maintaining security and control through their identity provider. When a user signs in through SSO for the first time, Scalekit automatically: 1. **Detects the verified domain** - Scalekit checks if the user’s email domain matches a verified domain in the organization 2. **Creates the user account** - A new user profile is created using information from the identity provider 3. **Establishes membership** - The user is automatically added as a member of the organization 4. **Completes authentication** - The user is signed in and redirected to your application This process happens seamlessly in the background, providing immediate access without manual intervention. ## Enabling JIT provisioning [Section titled “Enabling JIT provisioning”](#enabling-jit-provisioning) JIT provisioning must be enabled for each organization that wants to use this feature. You can enable it through the Scalekit Dashboard or programmatically using the API. ### Enable via Dashboard Coming soon [Section titled “Enable via Dashboard ”](#enable-via-dashboard-) 1. Log in to your [Scalekit Dashboard](https://app.scalekit.com). 2. Navigate to **Organizations** and select the organization. 3. Go to **Settings** and find the **JIT Provisioning** section. 4. Toggle the setting to enable JIT provisioning for this organization. ### Enable via API [Section titled “Enable via API”](#enable-via-api) You can also enable JIT provisioning programmatically using the Scalekit API: * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` Enable JIT provisioning ```javascript 1 // Coming soon - API to enable JIT provisioning ``` ## Domain verification requirement [Section titled “Domain verification requirement”](#domain-verification-requirement) JIT provisioning only works for users whose email domains have been verified by the organization. This ensures that only legitimate members of the organization can automatically gain access to your application. **Organization admins** can verify domains through the [admin portal](/guides/admin-portal/). Once verified, any user with an email address from that domain can use JIT provisioning when signing in through SSO. Note Learn more about [domain verification](/sso/guides/onboard-enterprise-customers/) in the Enterprise SSO guide. ## What’s next? [Section titled “What’s next?”](#whats-next) * Learn about [Allowed Email Domains](/authenticate/manage-users-orgs/email-domain-rules/) for non-SSO authentication methods * Explore [Enterprise SSO](/sso/guides/onboard-enterprise-customers/) setup and configuration * Set up [organization switching](/authenticate/manage-users-orgs/organization-switching/) for users who belong to multiple organizations --- # DOCUMENT BOUNDARY --- # Brand your login page > Learn how to customize the look and feel of your Scalekit-hosted login page to match your brand. A sign up or a login page is the first interaction your users have with your application. It’s important to create a consistent and branded experience for your users. In this guide, we’ll show you how to customize the Scalekit-hosted login page to match your brand. ## Access branding settings [Section titled “Access branding settings”](#access-branding-settings) Navigate to **Customization** > **Branding** in your Scalekit dashboard. ![](/.netlify/images?url=_astro%2Flogin.BMj6tPVW.png\&w=3016\&h=1616\&dpl=6a3b904fcb23b100084833a2) ## Available customization options [Section titled “Available customization options”](#available-customization-options) | Setting | Description | Options | | -------------------------- | -------------------------------------------------------- | -------------------------------------------------------------------- | | **Logo** | Upload your company logo for the sign-in box | Any image file or URL | | **Favicon** | Set a custom favicon for the browser tab | Any image file or URL | | **Border Radius** | Adjust the roundness of the login box corners | Small, Medium, Large | | **Logo Position** | Choose where your logo appears | Inside or outside the login box | | **Logo Alignment** | Align your logo horizontally | Left, Center, Right | | **Header Text Alignment** | Align the main header text | Left, Center, Right | | **Social Login Placement** | Control positioning of social login buttons | Various placement options | | **Background Color** | Set the background color of the login page | Color picker selection | | **Background Style** | Style the page background using CSS shorthand properties | Supports image, position, size, repeat, origin, clip, and attachment | ## Background Style configuration [Section titled “Background Style configuration”](#background-style-configuration) The Background Style setting allows you to fully customize your login page background using CSS shorthand properties. This powerful feature gives you complete control over how your background appears. ### Understanding CSS background shorthand [Section titled “Understanding CSS background shorthand”](#understanding-css-background-shorthand) CSS background shorthand combines multiple background properties into a single declaration. Instead of setting each property separately, you can define them all at once. ```css background: [background-color] [background-image] [background-position] [background-size] [background-repeat] [background-origin] [background-clip] [background-attachment]; ``` [Learn more on MDN](https://developer.mozilla.org/en-US/docs/Web/CSS/background) | Use case | Background Style value | Description | | ------------------- | ---------------------------------------------------------------------------- | ------------------------------------------------------------- | | Background image | `url('https://example.com/your-image.jpg') center center/cover no-repeat` | Sets a background image that covers the entire page | | Position and repeat | `url('https://example.com/pattern.png') top left repeat` | Creates a tiled pattern with specific positioning | | Gradient | `linear-gradient(135deg, #4568DC, #B06AB3)` | Creates a smooth gradient transition between colors | | Image with fallback | `#f5f5f5 url('https://example.com/image.jpg') center center/cover no-repeat` | Uses a background color that shows if the image fails to load | Tips for best results * Test your background style on different screen sizes to ensure it looks good on all devices * Use high-quality images that won’t pixelate when scaled * Consider your brand colors and overall design when selecting backgrounds * For text readability, avoid backgrounds with high contrast patterns where text will appear --- # DOCUMENT BOUNDARY --- # Create and manage organizations > Create and manage organizations in Scalekit, configure settings, and enable enterprise features. Organizations are the foundation of your B2B application, representing your customers and their teams. In Scalekit, organizations serve as multi-tenant containers that isolate user data, configure authentication methods, and manage enterprise features like Single Sign-On (SSO) and directory synchronization. This guide shows you how to create and manage organizations programmatically and through the Scalekit dashboard. ## Understanding organizations [Section titled “Understanding organizations”](#understanding-organizations) Users can belong to multiple organizations with the same identity. This is common in products like Notion, where users collaborate across multiple workspaces. Note You can [customize](/authenticate/fsa/user-management-settings/#organization-meta-name) the terminology to match your product. Organizations can be relabeled as “Workspaces,” “Teams,” or any term that makes sense for your users. ## Create an organization [Section titled “Create an organization”](#create-an-organization) Organizations can be created automatically during user sign-up or programmatically through the API. When users sign up for your application, Scalekit creates a new organization and adds the user to it automatically. For more control over the organization creation process, create organizations programmatically: * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` - Node.js Create organization ```javascript 1 const organization = await scalekit.organization.createOrganization('Acme Corporation', { 2 externalId: 'acme-corp-123', 3 }); 4 5 console.log('Organization created:', organization.id); ``` - Python Create organization ```python 1 from scalekit.v1.organizations.organizations_pb2 import CreateOrganization 2 3 organization = scalekit_client.organization.create_organization( 4 CreateOrganization( 5 display_name='Acme Corporation', 6 external_id='acme-corp-123', 7 metadata={ 8 'plan': 'enterprise', 9 'industry': 'technology' 10 } 11 ) 12 ) 13 14 print(f'Organization created: {organization.id}') ``` - Go Create organization ```go 1 organization, err := scalekitClient.Organization.CreateOrganization( 2 ctx, 3 "Acme Corporation", 4 scalekit.CreateOrganizationOptions{ 5 ExternalId: "acme-corp-123", 6 }, 7 ) 8 if err != nil { 9 log.Fatal(err) 10 } 11 12 fmt.Printf("Organization created: %s\n", organization.ID) ``` - Java Create organization ```java 1 import java.util.Map; 2 import java.util.HashMap; 3 4 Map metadata = new HashMap<>(); 5 metadata.put("plan", "enterprise"); 6 metadata.put("industry", "technology"); 7 8 CreateOrganization createOrg = CreateOrganization.newBuilder() 9 .setDisplayName("Acme Corporation") 10 .setExternalId("acme-corp-123") 11 .build(); 12 13 Organization organization = scalekitClient.organizations().create(createOrg); 14 System.out.println("Organization created: " + organization.getId()); ``` **External ID**: An optional field to associate the organization with an ID from your system. This is useful for linking Scalekit organizations with records in your own database. ## Update organization details [Section titled “Update organization details”](#update-organization-details) Organization administrators often need to make changes after the initial setup. Typical examples include: * Renaming the organization after a corporate re-brand. * Uploading or replacing the company logo shown on your dashboard or invoices. * Storing metadata your application needs at runtime—such as a billing plan identifier, Stripe customer ID, or internal account reference. - Node.js Update organization ```javascript 1 const updatedOrganization = await scalekit.organization.updateOrganization( 2 'org_12345', 3 { 4 displayName: 'Acme Corporation Ltd', 5 metadata: { 6 plan: 'enterprise', 7 paymentMethod: 'stripe', 8 customField: 'custom-value' 9 } 10 } 11 ); ``` - Python Update organization ```python 1 updated_organization = scalekit_client.organization.update_organization( 2 organization_id='org_12345', 3 organization= UpdateOrganization( 4 display_name='Acme Corporation Ltd', 5 metadata={ 6 'plan': 'enterprise', 7 'payment_method': 'stripe', 8 'custom_field': 'custom-value' 9 } 10 ) 11 ) ``` - Go Update organization ```go 1 metadata := map[string]interface{}{ 2 "plan": "enterprise", 3 "payment_method": "stripe", 4 "custom_field": "custom-value", 5 } 6 7 update := &scalekit.UpdateOrganization{ 8 DisplayName: "Acme Corporation Ltd", 9 Metadata: metadata, 10 } 11 12 updatedOrganization, err := scalekitClient.Organization.UpdateOrganization(ctx, "org_12345", update) ``` - Java Update organization ```java 1 Map metadata = new HashMap<>(); 2 metadata.put("plan", "enterprise"); 3 metadata.put("payment_method", "stripe"); 4 metadata.put("custom_field", "custom-value"); 5 6 UpdateOrganization updateOrganization = UpdateOrganization.newBuilder() 7 .setDisplayName("Acme Corporation Ltd") 8 .putAllMetadata(metadata) 9 .build(); 10 11 Organization updatedOrganization = scalekitClient.organizations() 12 .updateById("org_12345", updateOrganization); ``` **Metadata**: Store additional information about the organization, such as subscription plans, payment methods, or any custom data relevant to your application. ## Configure organization features [Section titled “Configure organization features”](#configure-organization-features) Enable enterprise features for your organizations to support authentication methods like SSO and user provisioning through SCIM. * Node.js Enable organization features ```javascript 1 const settings = { 2 features: [ 3 { 4 name: 'sso', 5 enabled: true, 6 }, 7 { 8 name: 'dir_sync', 9 enabled: true, 10 }, 11 ], 12 }; 13 14 await scalekit.organization.updateOrganizationSettings( 15 'org_12345', 16 settings 17 ); ``` * Python Enable organization features ```python 1 settings = [ 2 {"sso": True}, 3 {"dir_sync": True}, 4 ] 5 6 scalekit_client.organization.update_organization_settings( 7 'org_12345', 8 settings 9 ) ``` * Go Enable organization features ```go 1 settings := scalekit.OrganizationSettings{ 2 Features: []scalekit.OrganizationSettingsFeature{ 3 {Name: "sso", Enabled: true}, 4 {Name: "dir_sync", Enabled: true}, 5 }, 6 } 7 8 _, err := scalekitClient.Organization.UpdateOrganizationSettings( 9 ctx, 10 "org_12345", 11 settings, 12 ) ``` * Java Enable organization features ```java 1 List settings = Arrays.asList( 2 OrganizationSettingsFeature.newBuilder() 3 .setName("sso") 4 .setEnabled(true) 5 .build(), 6 OrganizationSettingsFeature.newBuilder() 7 .setName("dir_sync") 8 .setEnabled(true) 9 .build() 10 ); 11 12 scalekitClient.organizations().updateOrganizationSettings( 13 "org_12345", 14 settings 15 ); ``` ### Limit user sign-ups in an organization [Section titled “Limit user sign-ups in an organization”](#limit-user-sign-ups-in-an-organization) Use this when you need seat caps per organization—for example, when organizations map to departments or when plans include per‑org seat limits. To set a limit from the dashboard: ![](/.netlify/images?url=_astro%2Flimit-org-users.F8VX5klf.png\&w=2454\&h=618\&dpl=6a3b904fcb23b100084833a2) 1. Go to Organizations → Select an Organization → User management 2. Find Organization limits and set max users per organization. Save changes. New users provisioning to this organizations are blocked until limits are increased. Configure them by updating the organization settings. Note This limit includes users in states “active” and “pending invite”. Expired invites do not count toward the limit. ### Admin Portal access (self-serve configuration) [Section titled “Admin Portal access (self-serve configuration)”](#admin-portal-access-self-serve-configuration) Enterprise customers usually want to manage SSO and directory sync on their own, without involving your support team. Scalekit provides an **Admin Portal** that you can surface to IT administrators in two ways: 1. **Generate a shareable link** and send it via email or chat. 2. **Embed the portal** inside your own settings page with an ` ``` Embed the portal in your application’s settings or admin section where customers manage authentication configuration. ### Configuration and session [Section titled “Configuration and session”](#configuration-and-session) | Setting | Requirement | | --------------------- | ----------------------------------------------------------------------------- | | **Redirect URI** | Add your application domain at **Dashboard > Developers > API Configuration** | | **iframe attributes** | Include `allow="clipboard-write"` for copy-paste functionality | | **Dimensions** | Minimum recommended height: 600px | | **Link expiration** | Generated links expire after 1 minute if not loaded | | **Session duration** | Portal session remains active for up to 6 hours once loaded | | **Single-use** | Each generated link can only be used once to initialize a session | Generate fresh links Generate a new portal link on each page load rather than caching the URL. This ensures security and prevents expired link errors. ## Customize the admin portal [Section titled “Customize the admin portal”](#customize-the-admin-portal) Match the admin portal to your brand identity. Configure branding at **Dashboard > Settings > Branding**: | Option | Description | | ---------------- | --------------------------------------------------------- | | **Logo** | Upload your company logo (displayed in the portal header) | | **Accent color** | Set the primary color to match your brand palette | | **Favicon** | Provide a custom favicon for browser tabs | Branding scope Branding changes apply globally to all portal instances (both shareable links and embedded iframes) in your environment. For additional customization options including custom domains, see the [Custom domain guide](/guides/custom-domain/). [SSO integrations ](/guides/integrations/sso-integrations/)Administrator guides to set up SSO integrations [Portal events ](/reference/admin-portal/ui-events/)Listen to the browser events emitted from the embedded admin portal --- # DOCUMENT BOUNDARY --- # Authenticate with Scalekit API > Learn how to authenticate your server applications with Scalekit API using OAuth 2.0 Client Credentials flow This guide explains how to authenticate your server applications with the Scalekit API using the OAuth 2.0 Client Credentials flow. After reading this guide, you’ll be able to: * Generate an access token using your API credentials * Make authenticated API requests to Scalekit endpoints * Handle authentication errors appropriately This guide targets developers who need to integrate Scalekit services into their backend applications or automate tasks through API calls. ## Before you begin [Section titled “Before you begin”](#before-you-begin) Before starting the authentication process, ensure you have set up your Scalekit account and obtained your API credentials. ## Step 1: Configure your environment [Section titled “Step 1: Configure your environment”](#step-1-configure-your-environment) Store your API credentials securely as environment variables: Environment variables ```sh 1 SCALEKIT_ENVIRONMENT_URL="" 2 SCALEKIT_CLIENT_ID="" 3 SCALEKIT_CLIENT_SECRET="" ``` ## Step 2: Request an access token [Section titled “Step 2: Request an access token”](#step-2-request-an-access-token) To authenticate your API requests, you must first obtain an access token from the Scalekit authorization server. ### Token endpoint URL [Section titled “Token endpoint URL”](#token-endpoint-url) Token endpoint URL ```sh 1 https:///oauth/token ``` ### Send a token request [Section titled “Send a token request”](#send-a-token-request) Choose your preferred method to request an access token: * cURL ```bash 1 curl -X POST \ 2 "https:///oauth/token" \ 3 -H "Content-Type: application/x-www-form-urlencoded" \ 4 -d "grant_type=client_credentials" \ 5 -d "client_id=" \ 6 -d "client_secret=" \ 7 -d "scope=openid profile email" ``` * Node.js ```javascript 1 import axios from 'axios'; 2 3 const config = { 4 clientId: process.env.SCALEKIT_CLIENT_ID, 5 clientSecret: process.env.SCALEKIT_CLIENT_SECRET, 6 tokenUrl: `${process.env.SCALEKIT_ENVIRONMENT_URL}/oauth/token`, 7 scope: 'openid email profile', 8 }; 9 10 async function getClientCredentialsToken() { 11 try { 12 const params = new URLSearchParams(); 13 params.append('grant_type', 'client_credentials'); 14 params.append('client_id', config.clientId); 15 params.append('client_secret', config.clientSecret); 16 17 if (config.scope) { 18 params.append('scope', config.scope); 19 } 20 21 const response = await axios.post(config.tokenUrl, params, { 22 headers: { 23 'Content-Type': 'application/x-www-form-urlencoded', 24 }, 25 }); 26 27 const { access_token, expires_in } = response.data; 28 console.log(`Token acquired successfully. Expires in ${expires_in} seconds.`); 29 return access_token; 30 } catch (error) { 31 console.error('Error getting client credentials token:', error); 32 throw new Error('Failed to obtain access token'); 33 } 34 } ``` * Python ```python 1 import os 2 import json 3 import requests 4 5 def get_access_token(): 6 """Request an access token using client credentials.""" 7 headers = {"Content-Type": "application/x-www-form-urlencoded"} 8 params = { 9 "grant_type": "client_credentials", 10 "client_id": os.environ['SCALEKIT_CLIENT_ID'], 11 "client_secret": os.environ['SCALEKIT_CLIENT_SECRET'] 12 } 13 oauth_token_url = os.environ['SCALEKIT_ENVIRONMENT_URL'] 14 15 response = requests.post(oauth_token_url, headers=headers, data=params, verify=True) 16 access_token = response.json().get('access_token') 17 return access_token ``` ### Understand the token response [Section titled “Understand the token response”](#understand-the-token-response) When your request succeeds, the server returns a JSON response with the following fields: | Field | Description | | -------------- | ----------------------------------------------------- | | `access_token` | The token you’ll use to authenticate API requests | | `token_type` | The token type (always Bearer for this flow) | | `expires_in` | Token validity period in seconds (typically 24 hours) | | `scope` | The authorized scopes for this token | Example token response: Token response ```json 1 { 2 "access_token": "eyJhbGciOiJSUzI1NiIsImtpZCI6InNua181Ok4OTEyMjU2NiIsInR5cCI6IkpXVCJ9...", 3 "token_type": "Bearer", 4 "expires_in": 86399, 5 "scope": "openid" 6 } ``` ## Step 3: Make authenticated API requests [Section titled “Step 3: Make authenticated API requests”](#step-3-make-authenticated-api-requests) After obtaining an access token, add it to the `Authorization` header in your API requests. * cURL ```bash 1 curl --request GET "https:///api/v1/organizations" \ 2 -H "Content-Type: application/json" \ 3 -H "Authorization: Bearer " ``` * Node.js (axios) ```javascript 1 async function makeAuthenticatedRequest(endpoint) { 2 try { 3 const access_token = await getClientCredentialsToken(); 4 const url = `${process.env.SCALEKIT_ENVIRONMENT_URL}${endpoint}`; 5 6 const response = await axios.get(url, { 7 headers: { 8 Authorization: `Bearer ${access_token}`, 9 }, 10 }); 11 12 console.log('API Response:', response.data); 13 return response.data; 14 } catch (error) { 15 console.error('Error making authenticated request:', error); 16 throw error; 17 } 18 } ``` * Python (requests) ```python 1 import os 2 import json 3 import requests 4 5 env_url = os.environ['SCALEKIT_ENVIRONMENT_URL'] 6 7 def get_access_token(): 8 """Request an access token using client credentials.""" 9 headers = {"Content-Type": "application/x-www-form-urlencoded"} 10 params = { 11 "grant_type": "client_credentials", 12 "client_id": os.environ['SCALEKIT_CLIENT_ID'], 13 "client_secret": os.environ['SCALEKIT_CLIENT_SECRET'] 14 } 15 16 response = requests.post( 17 url=f"{env_url}/oauth/token", 18 headers=headers, 19 data=params, 20 verify=True) 21 22 access_token = response.json().get('access_token') 23 return access_token 24 25 def get_organizations(get_orgs_endpoint): 26 """Retrieve all organizations for the specified environment.""" 27 access_token = get_access_token() 28 headers = {"Authorization": f"Bearer {access_token}"} 29 30 response = requests.get( 31 url=f"{env_url}/{get_orgs_endpoint}", 32 headers=headers) 33 return response ``` Example API response ```json 1 { 2 "next_page_token": "", 3 "total_size": 3, 4 "organizations": [ 5 { 6 "id": "org_64444217115541813", 7 "create_time": "2025-03-20T13:55:46.690Z", 8 "update_time": "2025-03-21T05:55:03.416772Z", 9 "display_name": "Looney Corp", 10 "region_code": "US", 11 "external_id": "my_unique_id", 12 "metadata": {} 13 } 14 ], 15 "prev_page_token": "" 16 } ``` ## Common authentication issues [Section titled “Common authentication issues”](#common-authentication-issues) | Issue | Possible cause | Solution | | ---------------- | ------------------------ | ------------------------------- | | 401 Unauthorized | Invalid or expired token | Generate a new access token | | 403 Forbidden | Insufficient permissions | Check client credentials scopes | | Connection error | Network or server issue | Retry with exponential backoff | ## Next steps [Section titled “Next steps”](#next-steps) Now that you can authenticate with the Scalekit API, you can: * Browse the complete API reference to discover available endpoints * Create a token management service to handle token refreshing * Implement error handling strategies for production use --- # DOCUMENT BOUNDARY --- # Best practices for client secrets > Learn best practices for managing Scalekit client secrets, including secure storage, rotation procedures, and access control to protect your SSO implementation. Client ID and Client Secret are a form of API credentials, like a username and password. You are responsible for keeping Client Secrets safe and secure. Below are some best practices for how you can keep your secrets safe and how you can leverage some of the functionality offered by us to help you do the same. **Store secrets securely** Whenever a client secret is generated from the Scalekit Dashboard, it is shown only once and cannot be recovered. Therefore, it should be immediately stored in a secure Key Management System (KMS), which offers encryption and access control features. It is crucial not to leave a duplicate copy of the key in the local file. **Avoid insecure sharing** Sharing of secret keys through insecure channels, such as emails, Slack, or customer support messages, should be strictly avoided. **Prevent hardcoding** Storing client secrets within source code as hardcoded strings should be avoided. Instead, store them in your properties file or environments file. These files should not be checked into your source code repository. **Establish rotation procedures** Establishing a Standard Operating Procedure (SOP) for rotating Client Secrets can help in case of accidental secret leakage. Having such procedures in place will ensure a swift and effective response to emergencies, minimizing business impact. **Control access** Access to create, update, or read keys should be granted only to those individuals who require it for their roles. Regularly auditing access can prevent excess privilege allocation. **Monitor usage** Regular monitoring of API logs is recommended to identify potential misuse of API keys early. Developers should avoid using live mode keys when a test mode key is suitable. **Respond to incidents** If suspicious activity is detected or a secret leak is suspected, the current secret should be immediately revoked from the Scalekit Dashboard, and a new one should be generated. In case of uncertainty, it is better to generate a new secret and revoke the existing one. --- # DOCUMENT BOUNDARY --- # Branded custom domains > Learn how to set up a branded custom domain with Scalekit Custom domain branding lets you provide a fully branded authentication experience for your customers. By default, Scalekit assigns a unique environment URL (like `https://yourapp.scalekit.com`), but you can replace it with your own domain (like `https://auth.yourapp.com`) using DNS CNAME configuration. This branded domain becomes the base URL for your admin portal, SSO connections, directory sync setup, and REST API endpoints—giving your customers a seamless, on-brand experience throughout their authentication journey. This guide shows you how to configure a CNAME record in your DNS registrar and verify SSL certificate provisioning for your custom domain. | Before | After | | ------------------------------ | -------------------------- | | `https://yourapp.scalekit.com` | `https://auth.yourapp.com` | Production environment only CNAME configuration is available only in production environments. Ensure you’re working in your production environment before proceeding. Custom domains use DNS CNAME records to route traffic from your branded domain to Scalekit’s infrastructure: 1. Your custom domain (e.g., `auth.yourapp.com`) points to Scalekit’s infrastructure via a CNAME record 2. Scalekit automatically provisions and manages SSL certificates for your domain 3. All Scalekit services (Admin Portal, SSO endpoints, directory sync, REST API) become accessible through your branded domain This architecture ensures your domain remains on your brand while leveraging Scalekit’s secure, scalable infrastructure. CNAME records safely route traffic without exposing your configuration, and SSL certificates automatically provisioned by Scalekit ensure all traffic to your custom domain is encrypted (HTTPS). Existing integrations remain unaffected Integrations configured before the CNAME change will continue to work with your previous Scalekit domain. They don’t automatically update to use your custom domain. ### DNS record reference [Section titled “DNS record reference”](#dns-record-reference) When configuring your CNAME record, you’ll need to provide the following fields: | DNS Record Field | Example Value | Description | | ------------------------ | ----------------------- | ----------------------------------------------------------------------------------------- | | Record Type | `CNAME` | Canonical Name record that creates an alias from your domain to Scalekit’s infrastructure | | Name/Host/Label | `auth.yourapp.com` | Your custom subdomain (copied from Scalekit dashboard) | | Value/Target/Destination | `scalekit-prod-xyz.com` | Scalekit’s endpoint URL (copied from Scalekit dashboard) | | TTL | `3600` | Time to Live in seconds (optional, typically set by your registrar’s default) | Field names vary by registrar Different DNS registrars use different names for these fields. The `Name` field might be called “Host” or “Label”, and the `Value` field might be called “Target” or “Destination”. The values you enter remain the same. ## Set up your custom domain [Section titled “Set up your custom domain”](#set-up-your-custom-domain) Let’s set up your custom domain by adding a CNAME record to your DNS registrar and verifying the configuration. 1. CNAME configuration is available only for production environments. Log into the Scalekit dashboard and ensure you’re working in your production environment. 2. In the Scalekit dashboard, go to **Dashboard > Customization > Custom Domain**. This page displays the CNAME record details you’ll need to configure in your DNS registrar. ![](/.netlify/images?url=_astro%2F1.BktW9U-H.png\&w=2786\&h=1746\&dpl=6a3b904fcb23b100084833a2) 3. Go to your domain registrar’s DNS management console and create a new DNS record. Select `CNAME` as the record type. 4. In **Dashboard > Customization > Custom Domain**, copy the `Name` field (your desired subdomain). Paste this value into your DNS registrar’s `Name`, `Label`, or `Host` field. 5. Still in **Dashboard > Customization > Custom Domain**, copy the `Value` field. Paste this value into your DNS registrar’s `Destination`, `Target`, or `Value` field. 6. Save the CNAME record in your DNS registrar. The changes may take some time to propagate across DNS servers. 7. Return to **Dashboard > Customization > Custom Domain** in the Scalekit dashboard and click the **Verify** button. This validates that your CNAME record is properly configured and accessible. Existing connections? If you have existing SSO or SCIM connections, they will continue to use your previous Scalekit environment domain. New connections will use your custom domain going forward. ### SSL certificate provisioning [Section titled “SSL certificate provisioning”](#ssl-certificate-provisioning) After successful CNAME verification, Scalekit automatically provisions an SSL certificate for your custom domain: * **Initial provisioning** - SSL certificate provisioning can take up to 24 hours after CNAME verification * **Check status** - Click the **Check** button in **Dashboard > Customization > Custom Domain** to verify SSL certificate status * **Still pending after 24 hours** - If SSL provisioning takes longer than 24 hours, contact our support team at [](mailto:support@scalekit.com) for assistance SSL certificate provisioning After the CNAME record propagates, Scalekit automatically provisions an SSL certificate for your custom domain. This process can take up to 24 hours. Click the **Check** button in the dashboard to verify SSL certificate status. ## External resources [Section titled “External resources”](#external-resources) For detailed instructions on adding a CNAME record with popular DNS registrars: * [GoDaddy: Add a CNAME record](https://www.godaddy.com/en-in/help/add-a-cname-record-19236) * [Namecheap: How to create a CNAME record](https://www.namecheap.com/support/knowledgebase/article.aspx/9646/2237/how-to-create-a-cname-record-for-your-domain) --- # DOCUMENT BOUNDARY --- # How to register a callback endpoint > Learn how to register a callback endpoint in the Scalekit dashboard. In the authentication flow for a user, a callback endpoint is the endpoint that Scalekit remembers about your application, trusts it, and sends a authentication grant (code). It further expects your application to exchange the code for a user token and user profile. This needs to be pre-registered in the Scalekit dashboard. Go to **Dashboard** > **Authentication** > **Redirect URLS** > **Allowed Callback URLs** and add the callback endpoint. ![](/.netlify/images?url=_astro%2Fallowed-callback-url.CR8LStEH.png\&w=2514\&h=900\&dpl=6a3b904fcb23b100084833a2) Your redirect URIs must meet specific requirements that vary between development and production environments: | Requirement | Development | Production | | ----------------- | ---------------------------- | -------------------- | | Supported schemes | `http` `https` `{scheme}` | `https` `{scheme}` | | Localhost support | Allowed | Not allowed | | Wildcard domains | Allowed | Not allowed | | URI length limit | 256 characters | 256 characters | | Query parameters | Not allowed | Not allowed | | URL fragments | Not allowed | Not allowed | Wildcards can simplify testing in development environments, but they must follow specific patterns: | Validation rule | Examples | | ------------------------------------------------ | -------------------------------------------------------------------- | | Wildcards cannot be used as root-level domains | `https://*.com``https://*.acmecorp.com``https://auth-*.acmecorp.com` | | Only one wildcard character is allowed per URI | `https://*.*.acmecorp.com``https://*.acmecorp.com` | | Wildcards must be in the hostname component only | `https://acmecorp.*.com``https://*.acmecorp.com` | | Wildcards must be in the outermost subdomain | `https://auth.*.acmecorp.com``https://*.auth.acmecorp.com` | Caution According to the [OAuth 2.0 specification](https://tools.ietf.org/html/rfc6749#section-3.1.2), redirect URIs must be absolute URIs. For development convenience, Scalekit relaxes this restriction slightly by allowing wildcards in development environments. --- # DOCUMENT BOUNDARY --- # View logs > Monitor authentication activities and webhook deliveries using comprehensive logs that track user sign-ins, authentication methods, and webhook event processing. Scalekit provides comprehensive logging for both authentication activities and webhook deliveries. Use these logs to monitor user access patterns, troubleshoot authentication issues, debug webhook integrations, and maintain compliance with audit requirements. ## Access logs [Section titled “Access logs”](#access-logs) **Authentication logs**: Navigate to **Dashboard > Auth Logs** to view all authentication events across your environment. ![](/.netlify/images?url=_astro%2F2.DFnmlRa6.png\&w=2936\&h=1956\&dpl=6a3b904fcb23b100084833a2) Each auth log entry displays the authentication event details, status, timestamp, user information, and authentication method used. **Webhook logs**: Navigate to **Dashboard > Webhooks** to view all configured webhook endpoints. Click on the specific webhook endpoint you want to monitor, then select the **”…”** (more options) button to access detailed delivery logs for that endpoint. ![](/.netlify/images?url=_astro%2Fdashboard.Ds15e5Zk.png\&w=2936\&h=1592\&dpl=6a3b904fcb23b100084833a2) Each webhook log entry displays the webhook event details, delivery status, timestamp, and response information from your application. ## Authentication statuses [Section titled “Authentication statuses”](#authentication-statuses) Auth logs display four different statuses that help you understand where users are in the authentication flow: | Status | Description | | ------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Initiated** | The user has started the authentication process by accessing the `/oauth/authorize` endpoint. This indicates they’ve begun the authorization flow but haven’t completed it yet. | | **Pending** | The authentication is in a transitional state between initiation and completion. During this phase, the system performs redirects while exchanging user profile details for authorization code grants. The authentication is still in progress. | | **Success** | The system successfully exchanged the authorization code grant, verified the user’s identity, and granted them access. The authentication flow has completed successfully. | | **Failure** | The authentication process failed and access was denied. This could be due to invalid credentials, network issues, interceptor rejections, or other authentication failures. Review the error details to identify the cause of the failure. | ## Filter auth logs [Section titled “Filter auth logs”](#filter-auth-logs) When investigating incidents or troubleshooting issues, use filters to narrow down log data and quickly identify authentication problems. **Available filters:** * **Time range** - Filter logs by specific date and time periods to focus on recent activity or investigate historical events * **User email** - Search for authentication events from specific users to track individual user activity or troubleshoot sign-in issues * **Authentication status** - Filter by Initiated, Pending, Success, or Failure to isolate specific authentication outcomes * **Organization** - View authentication events for specific organizations in multi-tenant applications Combine multiple filters to narrow your search. For example, filter by a specific user email and Failure status to investigate why a user cannot sign in. ## Webhook logs [Section titled “Webhook logs”](#webhook-logs) ### Webhook delivery statuses [Section titled “Webhook delivery statuses”](#webhook-delivery-statuses) Webhook logs display four different statuses that indicate the delivery state of each webhook event: | Status | Description | | ------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Success** | Your application endpoint responded with a 2xx status code (typically 200 or 201), confirming successful receipt and processing of the webhook event. | | **Queued** | Due to high event volume or rate limiting, the webhook event is queued and waiting to be sent to your application endpoint. Events are processed in the order they were created. | | **Failed** | Your application endpoint did not respond, returned a non-2xx status code (typically 4xx or 5xx), or the request timed out. Failed deliveries trigger automatic retries. | | **Retrying** | Your application endpoint failed to acknowledge the webhook, and Scalekit is automatically retrying the delivery using exponential backoff. Retries continue up to 4 attempts with increasing delays between retries. | Monitor failed webhooks Failed webhooks can indicate issues with your endpoint availability, request validation, or processing logic. Review failed webhook logs to identify patterns and fix integration issues promptly. ### Filter webhook logs [Section titled “Filter webhook logs”](#filter-webhook-logs) When troubleshooting webhook delivery issues or investigating specific events, use filters to narrow down log data and quickly identify problems. **Available filters:** * **Time range** - Filter logs from the last 5 minutes to the last 30 days to focus on recent deliveries or investigate historical events * **Event type** - Filter by specific webhook event types (e.g., `organization.directory.user_created`, `organization.directory.user_updated`) to track particular types of events * **Delivery status** - Filter by Success, Queued, Failed, or Retrying to isolate problematic deliveries or verify successful processing Combine multiple filters to narrow your search. For example, filter by Failed status and a specific event type to investigate why certain events are not being processed successfully. ### Webhook log details [Section titled “Webhook log details”](#webhook-log-details) Click on any log entry to view detailed information about the webhook delivery: **Request details:** * Event ID and type * Timestamp when the event occurred * Request payload sent to your endpoint * Request headers including webhook signature **Response details:** * HTTP status code returned by your endpoint * Response body from your application * Response time and latency * Retry attempt number (if applicable) Use these details to debug webhook processing issues, verify signature validation, and ensure your endpoint handles events correctly. ### Retry behavior [Section titled “Retry behavior”](#retry-behavior) When webhook deliveries fail, Scalekit automatically retries sending the event to your endpoint: **Retry schedule:** * **Attempt 1**: Immediate delivery * **Attempt 2**: After 1 minute * **Attempt 3**: After 5 minutes * **Attempt 4**: After 15 minutes After the final retry attempt fails, the webhook is marked as permanently failed. You can view these failed webhooks in the logs and manually replay them when your endpoint is ready to process them. Best practices for webhook reliability Ensure your webhook endpoint responds quickly (within 10 seconds), returns appropriate 2xx status codes for successful processing, and implements idempotency to safely handle duplicate deliveries during retries. --- # DOCUMENT BOUNDARY --- # Custom email templates > Customize authentication email templates with your branding and content Scalekit uses default templates to send authentication emails to your users. You can customize these templates with your own branding and content to provide a consistent experience. Find these templates in **Emails** > **Templates**. ![](/.netlify/images?url=_astro%2Fcustom-templates-list.Bm_WnAfo.png\&w=2852\&h=1592\&dpl=6a3b904fcb23b100084833a2) Select one of the listed templates and choose between Scalekit’s default templates or your own custom templates. ![](/.netlify/images?url=_astro%2Fsub-selection-custom-tempaltes.BCgqsBiR.png\&w=2856\&h=1612\&dpl=6a3b904fcb23b100084833a2) Select how each email is generated: * **Use Scalekit template**: Preview subject and bodies; you cannot edit them. Emails use Scalekit’s default content. * **Use custom template**: Edit the subject, HTML body, and plain text body. Your saved content is used for future sends. Requires you to [bring your own email provider](/guides/passwordless/custom-email-provider/). ## Provide HTML and plain text versions [Section titled “Provide HTML and plain text versions”](#provide-html-and-plain-text-versions) Provide both versions of your email body in the template editor. When both are present, Scalekit sends a multipart/alternative message: HTML is shown in capable clients, and the plain text part is used as a fallback where HTML is not supported. Tip Include a clear call-to-action link in the plain text body when using tracking pixels or richly styled buttons in HTML. Once saved, all subsequent emails will use your customized templates. ## Built-in template variables [Section titled “Built-in template variables”](#built-in-template-variables) Use these built-in variables in your templates. Values are injected at send time. The variables below apply to all Scalekit templates. #### Application [Section titled “Application”](#application) Use application variables to include app-level data (for example, name, logo, support email) that stays the same across all emails for your app. | Variable | Description | | -------------------------------- | ------------------------------------------------ | | `{{app_name}}` | Your application name | | `{{app_logo_url}}` | Public URL to your application logo | | `{{app_support_email}}` | Support email address for your application | | `{{app_organization_meta_name}}` | Organization display name configured in Scalekit | #### Organization [Section titled “Organization”](#organization) Organization variables describe the organization that the user belongs to and are consistent across emails for that organization. | Variable | Description | | ----------------------- | --------------------- | | `{{organization_name}}` | The organization name | #### User [Section titled “User”](#user) User variables personalize the email for the recipient (for example, name and email). | Variable | Description | | ---------------- | ----------------------------- | | `{{user_name}}` | The recipient’s name | | `{{user_email}}` | The recipient’s email address | #### Contextual [Section titled “Contextual”](#contextual) Contextual variables apply only to the current template. They change per template or send (for example, OTP, magic link, or expiry). For example, `{{link}}` is maybe the same label in both sign up and log in scenarios using magic link. | Variable | Description | | -------------------------- | ----------------------------------------------------------------------------- | | `{{link}}` | Authentication link (magic link or sign up) | | `{{otp}}` | One-time passcode for the current request | | `{{expiry_time_relative}}` | Human-readable relative date format (for example, “14 days, 6 hours, 50 min”) | ## JET template syntax [Section titled “JET template syntax”](#jet-template-syntax) Custom email templates use JET (Just Enough Templates) syntax for dynamic content. JET provides powerful templating features including conditionals, loops, and filters. Here are two common patterns you can use in your email templates: * Conditional welcome message ```html {{ if user_name }}

Hello {{ user_name }},

{{ else }}

Hello,

{{ end }}

Welcome to {{ app_name }}!

``` * User invite with organization ```html {{ if organization_name }}

You have been invited to join {{ organization_name }} organization in {{ app_name }}.

{{ else }}

You have been invited to {{ app_name }}.

{{ end }} ``` JET syntax reference For complete JET syntax documentation including all available functions, filters, and control structures, see the [JET syntax reference](https://github.com/CloudyKit/jet/blob/master/docs/syntax.md). ## Inject you own variables at runtime Passwordless [Section titled “Inject you own variables at runtime ”](#inject-you-own-variables-at-runtime-) For more advanced personalization, you can use template variables to include values programatically in the emails. You must be using the Passwordless Headless API for authentication. * Each variable must be a key-value pair. * Maximum of 30 variables per template. * All template variables must have corresponding values in the request. * Avoid using reserved names: `otp`, `expiry_time_relative`, `link`, `expire_time`, `expiry_time`. 1. Create your email template with variables: Example email template ```html

Hello {{ first_name }},

Welcome to {{ company_name }}.

Find your onboarding kit: {{ onboarding_resources }}

``` 2. Include variable values in your authentication request: Authentication request ```js const sendResponse = await scalekit.passwordless.sendPasswordlessEmail( "", { templateVariables: { first_name: "John", company_name: "Acme Corp", onboarding_resources: "https://acme.com/onboarding" } } ); ``` 3. The sent email will include the replaced values: Example email preview ```html Hello John, Welcome to Acme Corp. Find your onboarding kit: https://acme.com/onboarding ``` Caution The API will return a 400 status code if your template references any variables that aren’t provided in the request. *** **Test your knowledge with a quiz** Which choice requires using your own email provider? * Use Scalekit template * Preview subject and bodies * Use custom template * Enable table of contents Submit --- # DOCUMENT BOUNDARY --- # Configure initiate login endpoint > Set up a login endpoint that Scalekit redirects to when users access your application through indirect entry points In certain scenarios, Scalekit redirects users to your application’s login endpoint using OIDC third-party initiated login. Your application must implement this endpoint to construct the authorization URL and redirect users to Scalekit’s authentication flow. Scalekit redirects to your login endpoint in these (example) scenarios: * **Bookmarked login page**: Users bookmark your login page and visit it later. When they access the bookmarked URL, Scalekit redirects them to your application’s login endpoint because the original authentication transaction has expired. * **Password reset completion**: After users complete a password reset, Scalekit redirects them to your login endpoint. Users can then sign in with their new password. * **Email verification completion**: After users verify their email address during signup, Scalekit redirects them to your login endpoint to complete authentication. * **Organization invitations**: When users click an invitation link to join an organization, Scalekit redirects them to your login endpoint with invitation parameters. Your application must forward these parameters to Scalekit’s authorization endpoint. * **Disabled cookies**: If users navigate to Scalekit’s authorization endpoint with cookies disabled, Scalekit redirects them to your login endpoint. ## Configure the initiate login endpoint [Section titled “Configure the initiate login endpoint”](#configure-the-initiate-login-endpoint) Register your login endpoint in the Scalekit dashboard. Go to **Dashboard** > **Authentication** > **Redirect URLs** > **Initiate Login URL** and add your endpoint. ![](/.netlify/images?url=_astro%2Fadd-initiate-login-url.BsYwkIJr.png\&w=2948\&h=524\&dpl=6a3b904fcb23b100084833a2) The endpoint must: * Use HTTPS (required in production) * Not point to localhost (production only) * Accept query parameters that Scalekit appends ## Implement the login endpoint [Section titled “Implement the login endpoint”](#implement-the-login-endpoint) Create a `/login` endpoint that constructs the authorization URL and redirects users to Scalekit. * Node.js routes/auth.js ```javascript 1 // Handle indirect auth entry points 2 app.get('/login', (req, res) => { 3 const redirectUri = 'http://localhost:3000/auth/callback'; 4 const options = { 5 scopes: ['openid', 'profile', 'email', 'offline_access'] 6 }; 7 8 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options); 9 res.redirect(authorizationUrl); 10 }); ``` * Python routes/auth.py ```python 3 collapsed lines 1 from flask import redirect 2 from scalekit import AuthorizationUrlOptions 3 4 # Handle indirect auth entry points 5 @app.route('/login') 6 def login(): 7 redirect_uri = 'http://localhost:3000/auth/callback' 8 options = AuthorizationUrlOptions() 9 options.scopes = ['openid', 'profile', 'email', 'offline_access'] 10 options.state = session['oauth_state'] 11 12 authorization_url = scalekit_client.get_authorization_url(redirect_uri, options) 13 return redirect(authorization_url) ``` * Go routes/auth.go ```go 1 // Handle indirect auth entry points 2 r.GET("/login", func(c *gin.Context) { 3 redirectUri := "http://localhost:3000/auth/callback" 4 options := scalekitClient.AuthorizationUrlOptions{ 5 Scopes: []string{"openid", "profile", "email", "offline_access"} 6 } 7 8 authorizationUrl, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options) 9 c.Redirect(http.StatusFound, authorizationUrl.String()) 10 }) ``` * Java AuthController.java ```java 4 collapsed lines 1 import org.springframework.web.bind.annotation.GetMapping; 2 import org.springframework.web.bind.annotation.RestController; 3 import java.net.URL; 4 5 // Handle indirect auth entry points 6 @GetMapping("/login") 7 public String login() { 8 String redirectUri = "http://localhost:3000/auth/callback"; 9 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 10 options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access")); 11 12 URL authorizationUrl = scalekitClient.authentication().getAuthorizationUrl(redirectUri, options); 13 return "redirect:" + authorizationUrl.toString(); 14 } ``` --- # DOCUMENT BOUNDARY --- # Organization-specific redirect URLs > Register one redirect URL pattern that Scalekit resolves to an organization-specific URL at runtime. Multi-tenant applications often need a different callback URL for each customer. Instead of registering a separate redirect URL for every organization, you can register a single template that Scalekit expands per organization at runtime. For example, `https://{{org_slug}}/oauth/callback` expands to `https://auth.megasoft.com/oauth/callback` for Megasoft and `https://auth.betacorp.com/oauth/callback` for Beta Corp, with no additional configuration needed. ## Available template variables [Section titled “Available template variables”](#available-template-variables) | Variable | Source | Example value | | ------------------- | ----------------------------------------------------------------------------------------------------------- | ---------------------------------------------- | | `{{org_slug}}` | Organization’s slug field. Can be a single DNS label (`megasoft`) or a full hostname (`auth.megasoft.com`). | `auth.megasoft.com` | | `{{external_id}}` | Organization’s external ID from your system. | `megasoft-123` | | `{{custom_domain}}` | Any key stored in the organization’s metadata. | `metadata.custom_domain = "auth.megasoft.com"` | ## Register an organization-specific URL [Section titled “Register an organization-specific URL”](#register-an-organization-specific-url) Add organization-specific URLs in **Dashboard > Authentication > Redirects** and type the URL pattern directly into the input field. These URLs are valid in all three redirect fields: * **Allowed callback URLs**: where Scalekit sends users after authentication * **Post logout URL**: where Scalekit sends users after logout * **Initiate login URL**: where Scalekit sends IdP-initiated login requests ![](/.netlify/images?url=_astro%2F2026-05-22-12-22-55.CVFnVtd_.png\&w=2420\&h=1420\&dpl=6a3b904fcb23b100084833a2) Supported patterns for redirect URLs: | Pattern | Example | Notes | | ------------- | ------------------------------------------- | ------------------------------------------------------------- | | Subdomain | `https://{{org_slug}}.yourapp.com/callback` | `{{org_slug}}` is a single DNS label such as `acme` | | Full host | `https://{{org_slug}}/callback` | `{{org_slug}}` is a full hostname such as `auth.megasoft.com` | | Custom domain | `https://{{custom_domain}}/callback` | Value comes from org metadata | | Path variable | `https://yourapp.com/{{org_slug}}/callback` | Variable in the path component | DNS label constraint Template variables cannot span part of a DNS label. `https://app-{{org_slug}}.yourapp.com` is not valid; the placeholder must occupy the entire DNS label or the entire host. At runtime, Scalekit substitutes each `{{variable}}` with its resolved value, validates the expanded URL against registered templates, and redirects the user. For logout, the organization is resolved from the active session; if the session has expired, template expansion is skipped and the redirect is rejected. ## Set slug or metadata for an organization [Section titled “Set slug or metadata for an organization”](#set-slug-or-metadata-for-an-organization) Set `slug` on an organization to expand `{{org_slug}}` templates. Store any key in organization `metadata` to use it as a custom variable like `{{custom_domain}}`. Setting just one is enough — use whichever fits your registered URL pattern. ### Via dashboard [Section titled “Via dashboard”](#via-dashboard) Navigate to **Organizations > Select an organization > Overview > Edit**. Add the organization slug in the **Slug** field. ![Create Organization dialog showing the Slug field](/.netlify/images?url=_astro%2F2026-05-22-12-46-21.vDYPy38g.png\&w=1842\&h=1386\&dpl=6a3b904fcb23b100084833a2) ### Via SDK [Section titled “Via SDK”](#via-sdk) * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` - Node.js Create organization with slug and metadata ```javascript 1 // Set slug, metadata, or both — each enables a different template variable. 2 const organization = await scalekit.organization.createOrganization( 3 'Megasoft', 4 { 5 slug: 'auth.megasoft.com', 6 metadata: { custom_domain: 'auth.megasoft.com' }, 7 } 8 ); ``` - Python Create organization with slug and metadata ```python 1 # Set slug, metadata, or both — each enables a different template variable. 2 from scalekit.v1.organizations.organizations_pb2 import CreateOrganization 3 4 organization = scalekit_client.organization.create_organization( 5 CreateOrganization( 6 display_name='Megasoft', 7 slug='auth.megasoft.com', 8 metadata={'custom_domain': 'auth.megasoft.com'}, 9 ) 10 ) ``` - Go Create organization with slug and metadata ```go 1 // Set slug, metadata, or both — each enables a different template variable. 2 slug := "auth.megasoft.com" 3 4 _, err := scalekitClient.Organization().CreateOrganization( 5 ctx, 6 "Megasoft", 7 scalekit.CreateOrganizationOptions{ 8 Slug: &slug, 9 Metadata: map[string]interface{}{ 10 "custom_domain": "auth.megasoft.com", 11 }, 12 }, 13 ) 14 if err != nil { 15 log.Fatal(err) 16 } ``` - Java Create organization with slug and metadata ```java 1 // Set slug, metadata, or both — each enables a different template variable. 2 // Requires scalekit-sdk-java v2.1.3+ 3 CreateOrganization create = CreateOrganization.newBuilder() 4 .setDisplayName("Megasoft") 5 .setSlug("auth.megasoft.com") 6 .putMetadata("custom_domain", "auth.megasoft.com") 7 .build(); 8 9 scalekitClient.organizations().create(create); ``` ## Pass organization\_id and redirect URL in the authorization request [Section titled “Pass organization\_id and redirect URL in the authorization request”](#pass-organization_id-and-redirect-url-in-the-authorization-request) Pass the organization-specific `redirect_uri` and `organization_id` in the authorization request. Scalekit validates the redirect URL against the registered pattern using the organization’s slug or metadata. See [set up login flow](/authenticate/fsa/implement-login/#set-up-login-flow) for the full auth call reference. * Node.js Authorization URL with organization\_id ```diff 1 +const redirectUri = 'https://auth.megasoft.com/oauth/callback'; 2 const options = { 3 scopes: ['openid', 'profile', 'email'], 4 state: sessionStorage.oauthState, 5 organizationId: 'org_12345', 6 }; 7 8 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options); 9 res.redirect(authorizationUrl); ``` * Python Authorization URL with organization\_id ```diff 1 redirect_uri = 'https://auth.megasoft.com/oauth/callback' 2 options = AuthorizationUrlOptions() 3 options.scopes = ['openid', 'profile', 'email'] 4 options.state = session['oauth_state'] 5 options.organization_id = 'org_12345' 6 7 authorization_url = scalekit_client.get_authorization_url(redirect_uri, options) 8 return redirect(authorization_url) ``` * Go Authorization URL with organization\_id ```diff 1 +redirectUri := "https://auth.megasoft.com/oauth/callback" 2 options := scalekit.AuthorizationUrlOptions{ 3 Scopes: []string{"openid", "profile", "email"}, 4 State: state, 5 +OrganizationId: "org_12345", 6 } 7 8 authorizationUrl := scalekitClient.GetAuthorizationUrl(redirectUri, options) 9 http.Redirect(w, r, authorizationUrl, http.StatusFound) ``` * Java Authorization URL with organization\_id ```diff 1 +String redirectUri = "https://auth.megasoft.com/oauth/callback"; 2 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 3 options.setScopes(List.of("openid", "profile", "email")); 4 options.setState(state); 5 +options.setOrganizationId("org_12345"); 6 7 String authorizationUrl = scalekitClient.getAuthorizationUrl(redirectUri, options); 8 response.sendRedirect(authorizationUrl); ``` If no organization is in scope, the template is not expanded and the request is rejected. ## A worked example [Section titled “A worked example”](#a-worked-example) 1. **Register the URL pattern** In **Dashboard > Authentication > Redirects > Allowed callback URLs**, add the URL as `https://{{org_slug}}/oauth/callback`. 2. **Set the organization’s slug** For Megasoft, set `slug` to `auth.megasoft.com` (see [Set slug or metadata for an organization](#set-slug-or-metadata-for-an-organization) above). 3. **Pass the org-specific redirect URL and `organization_id` in the authorization request** When a Megasoft user signs in, Scalekit validates the `redirect_uri` against the registered pattern using the organization’s slug: ```plaintext 1 https:///oauth/authorize?client_id=...&redirect_uri=https://auth.megasoft.com/oauth/callback&organization_id=org_megasoft_123&... ``` 4. **Scalekit validates and redirects** Scalekit matches `https://auth.megasoft.com/oauth/callback` against the registered pattern `https://{{org_slug}}/oauth/callback` using Megasoft’s slug and redirects the user. --- # DOCUMENT BOUNDARY --- # Configure redirect URLs > Learn how to configure and validate redirect URLs in Scalekit for secure authentication flows, including callback, login, logout, and back-channel logout endpoints Redirects are registered endpoints in Scalekit that control where users are directed during authentication flows. You must configure these endpoints in the Scalekit dashboard before they can be used. All redirect URIs must be registered under Authentication settings in your Scalekit dashboard. This is a security requirement to prevent unauthorized redirects. ## Redirect endpoint types [Section titled “Redirect endpoint types”](#redirect-endpoint-types) ### Allowed callback URLs [Section titled “Allowed callback URLs”](#allowed-callback-urls) **Purpose**: Where users are sent after successful authentication to exchange authorization codes and retrieve profile information. **Example scenario**: A user completes sign-in and Scalekit redirects them to `https://yourapp.com/callback` where your application processes the authentication response. To add or remove an redirect URL, go to Dashboard > Authentication > Redirects > Allowed Callback URLs. ### Initiate login URL [Section titled “Initiate login URL”](#initiate-login-url) **Purpose**: When authentication does not initiate from your application, Scalekit redirects users back to your application’s login initiation endpoint. This endpoint should point to a route in your application that ultimately redirects users to Scalekit’s `/authorize` endpoint. **Example scenarios**: * **Bookmarked login page**: A user bookmarks your login page and visits it directly. Your application detects they’re not authenticated and redirects them to Scalekit’s authorization endpoint. * **Organization invitation flow**: A user clicks an invitation link to join an organization. Your application receives the invitation token and redirects the user to Scalekit’s authorization endpoint to complete the sign-up process. * **IdP-initiated SSO**: An administrator initiates single sign-on from their identity provider dashboard. The IdP redirects users to your application, which then redirects them to Scalekit’s authorization endpoint to complete authentication. * **Session expiration**: When a user’s session expires or they access a protected resource, they’re redirected to `https://yourapp.com/login` which then redirects to Scalekit’s authentication endpoint. ### Post logout URL [Section titled “Post logout URL”](#post-logout-url) **Purpose**: Where users are sent after successfully signing out of your application. **Example scenario**: After logging out, users are redirected to `https://yourapp.com/goodbye` to confirm their session has ended. ### Back channel logout URL [Section titled “Back channel logout URL”](#back-channel-logout-url) **Purpose**: A secure endpoint that receives notifications whenever a user is logged out from Scalekit, regardless of how the logout was initiated — admin triggered, user initiated, or due to session policies like idle timeout. **Example scenario**: When a user logs out from any application (user-initiated, admin-initiated, or due to session policies like idle timeout), Scalekit sends a logout notification to `https://yourapp.com/logout` to suggest termination of the user’s session across all connected applications, ensuring coordinated logout for enhanced security. ### Custom URI schemes [Section titled “Custom URI schemes”](#custom-uri-schemes) Custom URI schemes allow for redirects, enabling deep linking and native app integrations. Some applications include: * **Desktop applications**: Use schemes like `{scheme}://` for native app integration * **Mobile apps**: Use schemes like `myapp://` for mobile app deep linking **Example custom schemes**: * `{scheme}://auth/callback` - For custom scheme authentication * `myapp://login/callback` - For mobile app authentication ## URI validation requirements [Section titled “URI validation requirements”](#uri-validation-requirements) Your redirect URIs must meet specific requirements that vary between development and production environments: | Requirement | Development | Production | | ----------------- | ---------------------------- | -------------------- | | Supported schemes | `http` `https` `{scheme}` | `https` `{scheme}` | | Localhost support | Allowed | Not allowed | | Wildcard domains | Allowed | Not allowed | | URI length limit | 256 characters | 256 characters | | Query parameters | Not allowed | Not allowed | | URL fragments | Not allowed | Not allowed | ### Wildcard usage patterns [Section titled “Wildcard usage patterns”](#wildcard-usage-patterns) Wildcards can simplify testing in development environments, but they must follow specific patterns: | Validation rule | Examples | | ------------------------------------------------ | -------------------------------------------------------------------- | | Wildcards cannot be used as root-level domains | `https://*.com``https://*.acmecorp.com``https://auth-*.acmecorp.com` | | Only one wildcard character is allowed per URI | `https://*.*.acmecorp.com``https://*.acmecorp.com` | | Wildcards must be in the hostname component only | `https://acmecorp.*.com``https://*.acmecorp.com` | | Wildcards must be in the outermost subdomain | `https://auth.*.acmecorp.com``https://*.auth.acmecorp.com` | Caution According to the [OAuth 2.0 specification](https://tools.ietf.org/html/rfc6749#section-3.1.2), redirect URIs must be absolute URIs. For development convenience, Scalekit relaxes this restriction slightly by allowing wildcards in development environments. ## Different redirect URL per organization [Section titled “Different redirect URL per organization”](#different-redirect-url-per-organization) If you need a different callback URL for each customer organization — for example, `https://auth.megasoft.com/oauth/callback` for Megasoft and `https://auth.betacorp.com/oauth/callback` for Beta Corp — register a single URL pattern with variables instead of registering one URL per organization. See [Organization-specific redirect URLs](/guides/dashboard/org-redirect-urls/) for the full setup. --- # DOCUMENT BOUNDARY --- # Personalize email delivery > Learn how to personalize email delivery by using Scalekit's managed service or configuring your own SMTP provider for brand consistency and control. Email delivery is a critical part of your authentication flow. By default, Scalekit sends all authentication emails (sign-in verification, sign-up confirmation, password reset) through its own email service. However, for production applications, you may need more control over email branding, deliverability, and compliance requirements. Here are common scenarios where you’ll want to customize email delivery: * **Brand consistency**: Send emails from your company’s domain with your own sender name and email address to maintain brand trust * **Deliverability optimization**: Use your established email reputation and delivery infrastructure to improve inbox placement * **Compliance requirements**: Meet specific regulatory or organizational requirements for email handling and data sovereignty * **Email analytics**: Track email metrics and performance through your existing email service provider * **Custom domains**: Ensure emails come from your verified domain to avoid spam filters and build user trust * **Enterprise requirements**: Corporate customers may require emails to come from verified business domains Scalekit provides two approaches to handle email delivery, allowing you to choose the right balance between simplicity and control. ![Email delivery methods in Scalekit](/.netlify/images?url=_astro%2F1-email-delivery-method.efqY1l72.png\&w=2848\&h=1720\&dpl=6a3b904fcb23b100084833a2) ## Use Scalekit’s managed email service Default [Section titled “Use Scalekit’s managed email service ”](#use-scalekits-managed-email-service-) The simplest approach requires no configuration. Scalekit handles all email delivery using its own infrastructure. **When to use this approach:** * Quick setup for development and testing * You don’t need custom branding * You want Scalekit to handle email deliverability **Default settings:** * **Sender Name**: Team workspace\_name * **From Email Address**: * **Infrastructure**: Fully managed by Scalekit No additional configuration is required. Your authentication emails will be sent automatically with these settings. Tip You can customize the sender name in your dashboard settings while still using Scalekit’s email infrastructure. ## Configure your own email provider [Section titled “Configure your own email provider”](#configure-your-own-email-provider) For production applications, you’ll likely want to use your own email provider to maintain brand consistency and control deliverability. When to use this approach: * You need emails sent from your domain * You want complete control over email deliverability * You need to meet compliance requirements (e.g. GDPR, CCPA) * You want to integrate with existing email analytics ### Gather your SMTP credentials [Section titled “Gather your SMTP credentials”](#gather-your-smtp-credentials) Before configuring, collect the following information from your email provider: | Field | Description | | -------------------- | ------------------------------------------ | | **SMTP Server Host** | Your provider’s SMTP hostname | | **SMTP Port** | Usually 587 (TLS) or 465 (SSL) | | **SMTP Username** | Your authentication username | | **SMTP Password** | Your authentication password | | **Sender Email** | The email address emails will be sent from | | **Sender Name** | The display name recipients will see | ### Configure SMTP settings in Scalekit [Section titled “Configure SMTP settings in Scalekit”](#configure-smtp-settings-in-scalekit) 1. Navigate to email settings In your Scalekit dashboard, go to **Emails**. 2. Select custom email provider Choose **Use your own email provider** from the email delivery options 3. Configure sender information ```plaintext 1 From Email Address: noreply@yourdomain.com 2 Sender Name: Your Company Name ``` 4. Enter SMTP configuration ```plaintext 1 SMTP Server Host: smtp.your-provider.com 2 SMTP Port: 587 3 SMTP Username: your-username 4 SMTP Password: your-password ``` 5. Save and test configuration Click **Save** to apply your settings, then send a test email to verify the configuration ### Common provider configurations [Section titled “Common provider configurations”](#common-provider-configurations) * SendGrid ```plaintext 1 Host: smtp.sendgrid.net 2 Port: 587 3 Username: apikey 4 Password: [Your SendGrid API Key] ``` * Amazon SES ```plaintext 1 Host: email-smtp.us-east-1.amazonaws.com 2 Port: 587 3 Username: [Your SMTP Username from AWS] 4 Password: [Your SMTP Password from AWS] ``` * Postmark ```plaintext 1 Host: smtp.postmarkapp.com 2 Port: 587 3 Username: [Your Postmark Server Token] 4 Password: [Your Postmark Server Token] ``` Note All SMTP credentials are encrypted and stored securely. Email transmission uses TLS encryption for security. ## Test your email configuration [Section titled “Test your email configuration”](#test-your-email-configuration) After configuring your email provider, verify that everything works correctly: 1. Send a test email through your authentication flow 2. Check delivery to ensure emails reach the intended recipients 3. Verify sender information appears correctly in the recipient’s inbox 4. Confirm formatting, branding, links and buttons work as expected --- # DOCUMENT BOUNDARY --- # Managing organization identifiers & metadata > Learn how to use external IDs and metadata to manage and track organizations in Scalekit, associating your own identifiers and storing custom key-value pairs. Applications often need to manage and track resources in their own systems. Scalekit provides two features to help with this: * **External IDs**: Associate your own identifiers with organizations * **Metadata**: Store custom key-value pairs with organizations ### When to use external IDs and metadata [Section titled “When to use external IDs and metadata”](#when-to-use-external-ids-and-metadata) Use these features when you need to: * Track organizations using your own identifiers instead of Scalekit’s IDs * Store additional information about organizations like billing details or internal codes * Integrate Scalekit organizations with your existing systems ### Add an external ID to an organization [Section titled “Add an external ID to an organization”](#add-an-external-id-to-an-organization) External IDs let you identify organizations using your own identifiers. You can set an external ID when creating or updating an organization. #### Create a new organization with an external ID [Section titled “Create a new organization with an external ID”](#create-a-new-organization-with-an-external-id) This example shows how to create an organization with your custom identifier: Create a new organization with an external ID ```bash 1 curl https:///api/v1/organizations \ 2 --request POST \ 3 --header 'Content-Type: application/json' \ 4 --data '{ 5 "display_name": "Megasoft Inc", 6 "external_id": "CUST-12345-MGSFT", 7 }' ``` #### Update an existing organization’s external ID [Section titled “Update an existing organization’s external ID”](#update-an-existing-organizations-external-id) To change an organization’s external ID, use the update endpoint: Update an existing organization's external ID ```bash 1 curl 'https:///api/v1/organizations/{id}' \ 2 --request PATCH \ 3 --header 'Content-Type: application/json' \ 4 --data '{ 5 "display_name": "Megasoft Inc", 6 "external_id": "TENANT-12345-MGSFT", 7 }' ``` ### Add metadata to an organization [Section titled “Add metadata to an organization”](#add-metadata-to-an-organization) Metadata lets you store custom information as key-value pairs. You can add metadata when creating or updating an organization. #### Create a new organization with metadata [Section titled “Create a new organization with metadata”](#create-a-new-organization-with-metadata) This example shows how to store billing information with a new organization: Create a new organization with metadata ```bash 1 curl https:///api/v1/organizations \ 2 --request POST \ 3 --header 'Content-Type: application/json' \ 4 --data '{ 5 "display_name": "Megasoft Inc", 6 "metadata": { 7 "invoice_email": "invoices@megasoft.com" 8 } 9 }' ``` #### Update an existing organization’s metadata [Section titled “Update an existing organization’s metadata”](#update-an-existing-organizations-metadata) To modify an organization’s metadata, use the update endpoint: Update an existing organization's metadata ```bash 1 curl 'https:///api/v1/organizations/{id}' \ 2 --request PATCH \ 3 --header 'Content-Type: application/json' \ 4 --data '{ 5 "display_name": "Megasoft Inc", 6 "metadata": { 7 "invoice_email": "billing@megasoft.com" 8 } 9 }' ``` ### View external IDs and metadata [Section titled “View external IDs and metadata”](#view-external-ids-and-metadata) All organization endpoints that return organization details will include the external ID and metadata in their responses. This makes it easy to access your custom data when working with organizations. ### External ID constraints [Section titled “External ID constraints”](#external-id-constraints) External IDs have the following constraints: * **Unique per environment**: Each external ID must be unique across all organizations in the same Scalekit environment, regardless of region. * **Maximum length**: 255 characters. * **Searchable by `external_id`**: You can look up organizations by `external_id` using the `list organizations` endpoint. You cannot search organizations by a metadata field. #### Multi-region external ID pattern [Section titled “Multi-region external ID pattern”](#multi-region-external-id-pattern) If your application operates across multiple regions and your internal account IDs are unique only within a region, prefix each external ID with the region name to ensure uniqueness across your Scalekit environment: ```text 1 us-east-CUST-12345 # US East account 2 eu-west-CUST-12345 # EU West account with the same internal ID ``` This pattern keeps the region and account identifier in a single field and stays within the 255-character limit. ### Organization deletion and SCIM [Section titled “Organization deletion and SCIM”](#organization-deletion-and-scim) When you delete an organization in Scalekit, Scalekit automatically deletes all associated connections and SCIM configurations. No charges apply after deletion. However, if your customer’s identity provider has SCIM provisioning enabled, the IdP will continue attempting to send SCIM events after the organization is deleted. Because there is no active SCIM endpoint to receive those events, the IdP will log errors for each attempt. Disable SCIM before deleting Before deleting an organization, ask your customer to disable SCIM provisioning in their identity provider. This prevents error logs on their side after the organization is removed. --- # DOCUMENT BOUNDARY --- # ID token claims > Inspect the contents of the ID token An ID token is a JSON Web Token (JWT) containing cryptographically signed claims about a user’s profile information. Scalekit issues this token after successful authentication. The ID token is a Base64-encoded JSON object with three parts: header, payload, and signature. Here’s an example of the payload. Note this is formatted for readability and the header and signature fields are skipped. Sample IdToken payload ```json 1 { 2 "iss": "https://yoursaas.scalekit.com", 3 "azp": "skc_12205605011849527", 4 "aud": ["skc_12205605011849527"], 5 "amr": ["conn_17576372041941092"], 6 "sub": "conn_17576372041941092;google-oauth2|104630259163176101050", 7 "at_hash": "HK6E_P6Dh8Y93mRNtsDB1Q", 8 "c_hash": "HK6E_P6Dh8Y93mRNtsDB1Q", 9 "iat": 1353601026, 10 "exp": 1353604926, 11 "name": "John Doe", 12 "given_name": "John", 13 "family_name": "Doe", 14 "picture": "https://lh3.googleusercontent.com/a/ACg8ocKNE4TZj2kyLOj094kie_gDlUyU7JCZtbaiEma17URCEf=s96-c", 15 "locale": "en", 16 "email": "john.doe@acmecorp.com", 17 "email_verified": true 18 } ``` ## Full list of ID token claims [Section titled “Full list of ID token claims”](#full-list-of-id-token-claims) | Claim | Presence | Description | | ---------------- | -------- | -------------------------------------------- | | `aud` | Always | Intended audience (client ID) | | `amr` | Always | Authentication method reference values | | `exp` | Always | Expiration time (Unix timestamp) | | `iat` | Always | Issuance time (Unix timestamp) | | `iss` | Always | Issuer identifier (Scalekit environment URL) | | `oid` | Always | Organization ID of the user | | `sub` | Always | Subject identifier for the user | | `at_hash` | Always | Access token hash | | `c_hash` | Always | Authorization code hash | | `azp` | Always | Authorized presenter (usually same as `aud`) | | `email` | Always | User’s email address | | `email_verified` | Optional | Email verification status | | `name` | Optional | User’s full name | | `family_name` | Optional | User’s surname or last name | | `given_name` | Optional | User’s given name or first name | | `locale` | Optional | User’s locale (BCP 47 language tag) | | `picture` | Optional | URL of user’s profile picture | ## Verifying the ID token [Section titled “Verifying the ID token”](#verifying-the-id-token) In some cases, you may need to parse the ID token manually—for example, to access custom claims that are not part of the standard `User` object in the SDK method. These details are encoded in the ID token as JSON Web Token (JWT). If you use the Scalekit SDK, token validation is handled automatically. For non-SDK integrations (e.g., Ruby, PHP, or other languages), follow the steps below. ### Key validation parameters [Section titled “Key validation parameters”](#key-validation-parameters) | Parameter | Value | | -------------------- | -------------------------------------------------------------------- | | Signing algorithm | `RS256` | | JWKS endpoint | `https:///keys` | | Issuer (`iss`) | Your Scalekit environment URL (e.g., `https://yourapp.scalekit.com`) | | OpenID configuration | `https:///.well-known/openid-configuration` | ### Manual validation steps [Section titled “Manual validation steps”](#manual-validation-steps) To verify the signature manually: 1. Fetch the OpenID configuration from `https:///.well-known/openid-configuration` to discover `issuer` and `jwks_uri`. 2. Fetch the public signing keys from the `jwks_uri` (e.g., `https:///keys`). 3. Use a JWT library for your language to decode and verify the token with `RS256` using those keys. 4. Validate the required claims listed below. ### Important claims [Section titled “Important claims”](#important-claims) When validating, pay attention to these claims: * **`iss` (Issuer)**: This must match your Scalekit environment URL. * **`aud` (Audience)**: This must match your application’s client ID. * **`exp` (Expiration Time)**: Ensure the token has not expired. * **`sub` (Subject)**: This uniquely identifies the user, often combining the `connection_id` and the identity provider’s unique user ID. * **`amr`**: Contains the `connection_id` used for authentication. This structure provides a neutral, factual reference for ID token claims in Scalekit, organized according to the data structure itself. An ID token is a cryptographically signed Base64-encoded JSON object containing name/value pairs about the user’s profile information. It is a JWT token. Validate an ID token before using it. Since you communicate directly with Scalekit over HTTPS and use your client secret to exchange the `code` for the ID token, you can be confident that the token comes from Scalekit and is valid. If you use the Scalekit SDK to exchange the code for the ID token, the SDK automatically decodes the base64url-encoded values, parses the JSON, validates the JWT, and accesses the claims within the ID token. --- # DOCUMENT BOUNDARY --- # Integrations > Explore Scalekit's comprehensive integration capabilities with SSO providers, social connections, SCIM provisioning, and authentication systems. Explore integration guides for SSO, social logins, SCIM provisioning, and connecting with popular authentication systems. ## Single sign-on integrations [Section titled “Single sign-on integrations”](#single-sign-on--integrations) Configure organization IdPs and connect it to Scalekit to implement enterprise-grade authentication for your users. ### Okta - SAML Configure SSO with Okta using SAML protocol [Know more →](/guides/integrations/sso-integrations/okta-saml) ### Microsoft Entra ID - SAML Set up SSO with Microsoft Entra ID (Azure AD) using SAML [Know more →](/guides/integrations/sso-integrations/azure-ad-saml) ![JumpCloud - SAML logo](/assets/logos/jumpcloud.png) ### JumpCloud - SAML Implement SSO with JumpCloud using SAML [Know more →](/guides/integrations/sso-integrations/jumpcloud-saml) ![OneLogin - SAML logo](/assets/logos/onelogin.svg) ### OneLogin - SAML Configure SSO with OneLogin using SAML [Know more →](/guides/integrations/sso-integrations/onelogin-saml) ### Google Workspace - SAML Set up SSO with Google Workspace using SAML [Know more →](/guides/integrations/sso-integrations/google-saml) ![Ping Identity - SAML logo](/assets/logos/pingidentity.png) ### Ping Identity - SAML Configure SSO with Ping Identity using SAML [Know more →](/guides/integrations/sso-integrations/pingidentity-saml) ### Microsoft AD FS - SAML Set up SSO with Microsoft Active Directory Federation Services using SAML [Know more →](/guides/integrations/sso-integrations/microsoft-ad-fs) ![Shibboleth - SAML logo](/assets/logos/shibboleth.png) ### Shibboleth - SAML Set up SSO with Shibboleth using SAML [Know more →](/guides/integrations/sso-integrations/shibboleth-saml) ### Generic SAML Configure SSO with any SAML-compliant identity provider [Know more →](/guides/integrations/sso-integrations/generic-saml) ### Okta - OIDC Configure SSO with Okta using OpenID Connect [Know more →](/guides/integrations/sso-integrations/okta-oidc) ### Microsoft Entra ID - OIDC Set up SSO with Microsoft Entra ID using OpenID Connect [Know more →](/guides/integrations/sso-integrations/microsoft-entraid-oidc) ### Google Workspace - OIDC Set up SSO with Google Workspace using OpenID Connect [Know more →](/guides/integrations/sso-integrations/google-oidc) ![JumpCloud - OIDC logo](/assets/logos/jumpcloud.png) ### JumpCloud - OIDC Set up SSO with JumpCloud using OpenID Connect [Know more →](/guides/integrations/sso-integrations/jumpcloud-oidc) ![OneLogin - OIDC logo](/assets/logos/onelogin.svg) ### OneLogin - OIDC Set up SSO with OneLogin using OpenID Connect [Know more →](/guides/integrations/sso-integrations/onelogin-oidc) ![Ping Identity - OIDC logo](/assets/logos/pingidentity.png) ### Ping Identity - OIDC Set up SSO with Ping Identity using OpenID Connect [Know more →](/guides/integrations/sso-integrations/pingidentity-oidc) ### Generic OIDC Configure SSO with any OpenID Connect provider [Know more →](/guides/integrations/sso-integrations/generic-oidc) ## Social connections [Section titled “Social connections”](#social-connections) Enable users to sign in with their existing accounts from popular platforms. Social connections reduce signup friction and provide a familiar authentication experience. ### Google Enable Google account authentication using OAuth 2.0 [Know more →](/guides/integrations/social-connections/google) ### GitHub Allow authentication using GitHub credentials [Know more →](/guides/integrations/social-connections/github) ### Microsoft Integrate Microsoft accounts for user authentication [Know more →](/guides/integrations/social-connections/microsoft) ### GitLab Enable GitLab-based authentication [Know more →](/guides/integrations/social-connections/gitlab) ### LinkedIn Allow users to sign in with LinkedIn accounts [Know more →](/guides/integrations/social-connections/linkedin) ### Salesforce Enable Salesforce-based authentication [Know more →](/guides/integrations/social-connections/salesforce) ## SCIM Provisioning integrations [Section titled “SCIM Provisioning integrations”](#scim-provisioning-integrations) SCIM (System for Cross-domain Identity Management) automates user provisioning between identity providers and applications. These guides help you set up SCIM integration with various identity providers. ### Microsoft Entra ID (Azure AD) Automate user provisioning with Microsoft Entra ID [Know more →](/guides/integrations/scim-integrations/azure-scim) ### Okta Automate user provisioning with Okta [Know more →](/guides/integrations/scim-integrations/okta-scim) ![OneLogin logo](/assets/logos/onelogin.svg) ### OneLogin Automate user provisioning with OneLogin [Know more →](/guides/integrations/scim-integrations/onelogin) ![JumpCloud logo](/assets/logos/jumpcloud.png) ### JumpCloud Automate user provisioning with JumpCloud [Know more →](/guides/integrations/scim-integrations/jumpcloud) ### Google Workspace Automate user provisioning with Google Workspace [Know more →](/guides/integrations/scim-integrations/google-dir-sync/) ![PingIdentity logo](/assets/logos/pingidentity.png) ### PingIdentity Automate user provisioning with PingIdentity [Know more →](/guides/integrations/scim-integrations/pingidentity-scim) ### Generic SCIM Configure SCIM provisioning with any SCIM-compliant identity provider [Know more →](/guides/integrations/scim-integrations/generic-scim) ## Authentication system integrations [Section titled “Authentication system integrations”](#authentication-system-integrations) Scalekit can coexist with your existing authentication systems, allowing you to add enterprise SSO capabilities without replacing your current setup. These integrations show you how to configure Scalekit alongside popular authentication platforms. ### Auth0 Integrate Scalekit with Auth0 for enterprise SSO [Know more →](/guides/integrations/auth-systems/auth0) ### Firebase Auth Add enterprise authentication to Firebase projects [Know more →](/guides/integrations/auth-systems/firebase) ### AWS Cognito Configure Scalekit with AWS Cognito user pools [Know more →](/guides/integrations/auth-systems/aws-cognito) --- # DOCUMENT BOUNDARY --- # Auth0 > Learn how to integrate Scalekit with Auth0 for seamless Single Sign-On (SSO) authentication, allowing enterprise users to log in via Scalekit. This guide is designed to provide you a walkthrough of integrating Scalekit with Auth0, thereby facilitating seamless Single Sign-on (SSO) authentication for your application’s users. We demonstrate how to configure Scalekit so that Auth0 can allow some of your enterprise users to login via Scalekit and still continue to act as the identity management solution for your users and manage the login, session management functionality. ![Scalekit - Auth0 Integration ](/.netlify/images?url=_astro%2F0.BR2e1VI4.png\&w=3270\&h=954\&dpl=6a3b904fcb23b100084833a2) Scalekit is designed as a fully compatible OpenID Connect (OIDC) provider, thus streamlining the integration. As Auth0 continues to act as your identity management system, you’ll be able to seamlessly integrate Single Sign-on into your application without having to write code. Note Auth0 classifies OpenID Connect as Enterprise Connection and this feature is available only in the paid plans of Auth0. Please check whether your current plan has access to creating Enterprise Connections with OpenID Connect providers. Ensure you have: * Access to Auth0’s Authenticate dashboard. You need to have a role as an ‘Admin’ or ‘Editor - Connections’ to create and edit OIDC connections on Auth0 * Access to your Scalekit dashboard ## Add Scalekit as OIDC connection [Section titled “Add Scalekit as OIDC connection”](#add-scalekit-as-oidc-connection) Use [Auth0 Connections API](https://auth0.com/docs/api/management/v2/connections/post-connections) to create Scalekit as a OpenID connection for your tenant. Sample curl command below: ```bash curl --request POST \ --url 'https://.us.auth0.com/api/v2/connections' \ -H 'Content-Type: application/json' \ -H 'Accept: application/json' \ --header 'authorization: Bearer ' \ --data-raw '{ "strategy": "oidc", "name": "Scalekit", "options": { "type": "back_channel", "discovery_url": "/.well-known/openid-configuration", "client_secret" : "", "client_id" : "", "scopes": "openid profile email" } }' ``` Caution Because of an [existing issue](https://community.auth0.com/t/creating-an-oidc-connection-fails-with-options-issuer-is-required-error/128189) in adding OIDC connections via Auth0 Management Console, you need to use Auth0 API to create OIDC connection. | Parameter | Description | | -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `AUTH0_TENANT_DOMAIN` | This is your Auth0 tenant url. Typically, looks like https\://yourapp.us.auth0.com | | `API_TOKEN` | [Generate an API token](https://auth0.com/docs/secure/tokens/access-tokens/management-api-access-tokens) from your Auth0 dashboard and use it to authenticate your Auth0 API calls | | `SCALEKIT_ENVIRONMENT_URL` | Find this in your [API config](https://app.scalekit.com) section of Scalekit Dashboard. For development use `https://{your-subdomain}.scalekit.dev`, for production use `https://{your-subdomain}.scalekit.com` | | `SCALEKIT_CLIENT_SECRET` | Generate a new client secret in your [API config](https://app.scalekit.com) section of Scalekit Dashboard and use that here | | `SCALEKIT_CLIENT_ID` | Find this in your [API config](https://app.scalekit.com) section of Scalekit Dashboard | After the successful execution of the above API call, you will see a new OpenID connection created in your Auth0 tenant. To confirm this, you can navigate to [Enterprise Connections](https://auth0.com/docs/authenticate/enterprise-connections#view-enterprise-connections) in your Auth0 dashboard. ## Register redirect URI in Scalekit [Section titled “Register redirect URI in Scalekit”](#register-redirect-uri-in-scalekit) After creating Scalekit as a new OIDC connection, you need to: 1. Copy the Callback URL from your Auth0 Dashboard 2. Add it as a new Allowed Callback URI in your Scalekit Authentication > Redirects section ## Copy callback URL from Auth0 [Section titled “Copy callback URL from Auth0”](#copy-callback-url-from-auth0) In your Auth0 dashboard, go to Authentication > Enterprise > OpenID Connect > Scalekit > Settings. Copy the “Callback URL” that’s available in the General section of settings. ![Copy Callback URL from your Auth0 Dashboard](/.netlify/images?url=_astro%2F1.BEM7Y6HL.png\&w=3154\&h=2154\&dpl=6a3b904fcb23b100084833a2) ## Set redirect URI in Scalekit API config [Section titled “Set redirect URI in Scalekit API config”](#set-redirect-uri-in-scalekit-api-config) Go to your Scalekit dashboard. Select environment as Development or Production. Navigate to **Authentication** > **Redirects** > **Allowed Callback URIs**. In the Allowed Callback URIs section, select **Add new URI**. Paste the Callback URL that you copied from Auth0 dashboard. Click on Add button. ![Add new Redirect URI in Scalekit Dashboard](/.netlify/images?url=_astro%2Fscreenshot.Dmtybz_t.png\&w=1422\&h=717\&dpl=6a3b904fcb23b100084833a2) ## Onboard Single Sign-on customers in Scalekit [Section titled “Onboard Single Sign-on customers in Scalekit”](#onboard-single-sign-on-customers-in-scalekit) To onboard new enterprise customers using Single Sign-on login, you need to: 1. Create an Organization in Scalekit 2. Generate Admin Portal link to allow your customers configure SSO settings 3. Configure Domain in the Scalekit dashboard for that Organization 4. Update Home Realm Discovery settings in your Auth0 tenant with this Organization’s domain ## Update home realm discovery in Auth0 [Section titled “Update home realm discovery in Auth0”](#update-home-realm-discovery-in-auth0) In step 2, you have successfully configured Scalekit as an OIDC connection in your Auth0 tenant. It’s time to enable Home Realm Discovery for your enterprise customers in Auth0. This configuration will help Auth0 determine which users to be routed to login via Single Sign-on. In your Auth0 dashboard, go to Authentication > Enterprise > OpenID Connect > Scalekit > Login Experience. Navigate to “Home Realm Discovery” in the Login Experience Customization section. In the Identity Provider domains, add the comma separated list of domains that need to be authenticated with Single Sign-on via Scalekit. Auth0 uses this configuration to compare the users email domain at the time of login: * If there is a match in the configured domains, users will be redirected to the Scalekit’s Single Sign-on * If there is no match, users will be prompted to login via other authentication methods like password or Magic Link & OTP based on your Auth0 configuration For example, if you would like users from three Organizations (FooCorp, BarCorp, AcmeCorp) to access your application using their respective identity providers, you need to add them as a comma separated list foocorp.com, barcorp.com, acmecorp.com. Screenshot below for reference ![Add domains for Home Realm Discovery in Auth0](/.netlify/images?url=_astro%2F3.BFtPgz8x.png\&w=2796\&h=1670\&dpl=6a3b904fcb23b100084833a2) **Save** the Home Realm Discovery settings. You have now successfully integrated Scalekit with Auth0, thereby facilitating seamless SSO authentication for your application’s users. --- # DOCUMENT BOUNDARY --- # AWS Cognito > Learn how to integrate Scalekit with AWS Cognito as an OIDC provider for seamless enterprise Single Sign-On (SSO) authentication. Expand your existing AWS Cognito authentication system by integrating Scalekit as an OpenID Connect (OIDC) provider. This integration enables enterprise users to log into your application seamlessly using Single Sign-On (SSO). ![](/.netlify/images?url=_astro%2F0.vqDHIV-X.png\&w=3270\&h=954\&dpl=6a3b904fcb23b100084833a2) Here’s a typical flow illustrating the integration: 1. **User initiates login**: Enterprise users enter their company email address on your application’s custom login page (not managed by AWS Cognito) to initiate SSO 2. **Authentication via Scalekit**: Based on identifiers such as the user’s company email and Scalekit’s connection identifier, users are redirected to authenticate through their organization’s Identity Provider (IdP) Prefer exploring an example app? Check out this [Next.js example on GitHub](https://github.com/scalekit-developers/nextjs-example-apps/tree/main/cognito-scalekit) ## Configure Scalekit as an OIDC provider in AWS Cognito [Section titled “Configure Scalekit as an OIDC provider in AWS Cognito”](#configure-scalekit-as-an-oidc-provider-in-aws-cognito) To enable AWS Cognito to redirect users to Scalekit for SSO initiation, configure your Scalekit account as an OIDC provider within AWS Cognito: 1. Navigate to **AWS Cognito** and select your existing **User Pool** 2. Under the **Authentication** section, choose **Social and external providers** 3. Click **Add identity provider > OpenID Connect (OIDC)** AWS Cognito will display a form requiring specific details to establish the connection with Scalekit: ![Scalekit - AWS Cognito Integration](/.netlify/images?url=_astro%2F1.sOx18KK4.png\&w=2048\&h=1072\&dpl=6a3b904fcb23b100084833a2) AWS Cognito - Add Identity Provider | **Field** | **Description** | | ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Provider Name | A recognizable label for Scalekit within the AWS ecosystem. This name is used programmatically when generating authorization URLs. For example: `ScalekitIdPRouter` | | Client ID | Obtain this from your Scalekit Dashboard under **Authentication** > **Redirects** > **Allowed Callback URIs** | | Client Secret | Generate a secret from your Scalekit Dashboard (**Authentication** > **Redirects** > **Allowed Callback URIs**) and input it here | | Authorized Scopes | Scopes defining the user attributes that AWS Cognito can access from Scalekit | | Identifiers | Identifiers instruct AWS Cognito to check user-entered email addresses during sign-in and direct users accordingly to the associated identity provider based on their domain | | Attribute Request Method | Method used to exchange attributes and generate tokens for users; ensure you map Scalekit’s user attributes correctly to your user pool attributes in AWS Cognito | | Issuer URL | Enter your Scalekit environment URL found in the Scalekit Dashboard under **Authentication** > **Redirects** > **Allowed Callback URIs**. For development use `https://{your-subdomain}.scalekit.dev` and for production use `https://{your-subdomain}.scalekit.com` | Scalekit’s profile information includes various user attributes useful for your application requirements. Map these attributes between both providers using the attribute list found at **Scalekit Dashboard > Authentication > Single Sign-On**. This ensures standardized information exchange between your customers’ identity providers and your application. ![Scalekit - AWS Cognito Integration](/.netlify/images?url=_astro%2F2.BFLDa-7t.png\&w=2048\&h=1120\&dpl=6a3b904fcb23b100084833a2) The same attribute names are considered OpenID Connect attributes within AWS Cognito, streamlining user profile synchronization between your app and identity providers. ![Scalekit - AWS Cognito Integration](/.netlify/images?url=_astro%2F3.C3utCsuA.png\&w=2048\&h=1119\&dpl=6a3b904fcb23b100084833a2) Click **Add identity provider** to complete adding Scalekit as an identity provider. ## Implement Single Sign-On in your application [Section titled “Implement Single Sign-On in your application”](#implement-single-sign-on-in-your-application) Your application should use its own custom login page instead of the managed login page provided by AWS Cognito. This approach allows you to collect enterprise users’ email addresses and redirect them appropriately for authentication via SSO. ![Scalekit - AWS Cognito Integration](/.netlify/images?url=_astro%2F4.ClJKzgig.png\&w=1356\&h=764\&dpl=6a3b904fcb23b100084833a2) Generate an authorization URL with two additional parameters— `identity_provider` and `login_hint` — to redirect users seamlessly: Example Code ```typescript 1 import { Issuer, Client } from "openid-client"; 2 3 const client = await getOidcClient(); 4 5 const authUrl = client.authorizationUrl({ 6 scope: "openid email", 7 state: state, 8 nonce: nonce, 9 identity_provider: "ScalekitIdPRouter", // Same as Provider name (above) 10 login_hint: email, // User's company email address 11 }); 12 console.log("authUrl", authUrl); 13 const response = NextResponse.redirect(authUrl); ``` ### Example authorization endpoint URL [Section titled “Example authorization endpoint URL”](#example-authorization-endpoint-url) Here’s an example of a complete authorization endpoint URL incorporating the required parameters: ```sh 1 https://[domain].auth.[region].amazoncognito.com/oauth2/authorize 2 ?client_id=k6tana1l8b0bvhk9gfixkurr6 3 &scope=openid%20email 4 &response_type=code 5 &redirect_uri=http%3A%2F%2Flocalhost%3A3000%2Fauth%2Fcallback 6 &state=-5iLRZmPwwdqwqT-A4yiJM6KQvCLQM0JRx9QaXOlzRE 7 &nonce=sGSXePnJ0Ue5GZyTpKG4rRsVeWyfZloImbMWunUDbG4 8 &identity_provider=ScalekitIdPRouter 9 &login_hint=enterpriseuser%40example.org ``` For ease of development, Scalekit supports testing with `@example.org` and `@example.com` domains. Authorization endpoints generated using these domains as `login_hint` will redirect enterprise users to Scalekit’s built-in IdP Simulator. ![Scalekit - AWS Cognito Integration](/.netlify/images?url=_astro%2F5.CZPyx7vZ.png\&w=2048\&h=1306\&dpl=6a3b904fcb23b100084833a2) Treat the IdP Simulator as equivalent to an actual organization’s IdP authentication step. For instance, if John belongs to Megasoft (using Okta as their IdP), logging in with `john@megasoft.org` would redirect him to Okta’s authentication process (including MFA or other organizational policies). Scalekit integrates seamlessly with [major identity providers](/guides/integrations/sso-integrations/). Use Scalekit’s [Admin Portal](/guides/admin-portal/) to onboard enterprise customers, enabling them to set up connections between their identity providers and your application. Note The domain of your enterprise customer should be added to the list of identifiers in the AWS Cognito > User Pool > Authentication > Social and external providers > \[ScalekitIdPRouter] > Identifiers ### Successful SSO response [Section titled “Successful SSO response”](#successful-sso-response) Upon successful authentication via SSO, your application receives user profile details mapped according to AWS Cognito’s configured user attributes: Successful SSO response ```json { "sub": "807c593c-d0c1-709c-598f-633ec61bcc8b", "email_verified": "false", "email": "john@example.com", "username": "scalekitIdPRouter_conn_60040666217971987;a2c49d97-d36f-460f-97c2-87eb295095af" } ``` Now that you’ve successfully integrated AWS Cognito with Scalekit for SSO, here are some recommended next steps — Onboard Enterprise Customers using the Scalekit Admin Portal to help customers configure their identity providers. --- # DOCUMENT BOUNDARY --- # Co-exist with Firebase > Learn how to integrate Scalekit with Firebase for enterprise SSO, using either Firebase's OIDC provider or direct SSO with custom tokens. This guide explains how to integrate Scalekit with Firebase applications for enterprise Single Sign-On (SSO) authentication. You’ll learn two distinct approaches based on your Firebase Authentication setup. ![Scalekit - Firebase Integration](/.netlify/images?url=_astro%2F0.yumx0AEz.png\&w=3270\&h=954\&dpl=6a3b904fcb23b100084833a2) ## Before you begin [Section titled “Before you begin”](#before-you-begin) Review your Firebase Authentication setup to determine which integration approach suits your application: * **Option 1**: Requires Firebase Authentication with Identity Platform (paid tier) * **Option 2**: Works with Legacy Firebase Authentication (free tier) You also need: * Access to a [Scalekit account](https://app.scalekit.com) * Firebase project with Authentication enabled * Basic understanding of [Firebase Admin SDK](https://firebase.google.com/docs/reference/admin) (for Option 2) Checkout our [Firebase integration example](https://github.com/scalekit-inc/scalekit-firebase-sso) for a complete implementation. ## Option 1: Configure Scalekit as an OIDC Provider [Section titled “Option 1: Configure Scalekit as an OIDC Provider”](#option-1-configure-scalekit-as-an-oidc-provider) Use this approach if you have **Firebase Authentication with Identity Platform**. Firebase acts as an OpenID Connect (OIDC) relying party that integrates directly with Scalekit. Note OpenID Connect providers are not available in Legacy Firebase Authentication. See the [Firebase product comparison](https://cloud.google.com/identity-platform/docs/product-comparison) for details. Firebase handles the OAuth 2.0 flow automatically using its built-in OIDC provider support. 1. #### Configure Firebase to accept Scalekit as an identity provider [Section titled “Configure Firebase to accept Scalekit as an identity provider”](#configure-firebase-to-accept-scalekit-as-an-identity-provider) Log in to the [Firebase Console](https://console.firebase.google.com/) and navigate to your project. * Go to **Authentication** > **Sign-in method** * Click **Add new provider** and select **OpenID Connect** * Set the **Name** to “Scalekit” * Choose **Code flow** for the **Grant Type** ![Sign-in tab in your Firebase Console](/.netlify/images?url=_astro%2F1.CzGhJ8GY.png\&w=2952\&h=2474\&dpl=6a3b904fcb23b100084833a2) 2. #### Copy your Scalekit API credentials [Section titled “Copy your Scalekit API credentials”](#copy-your-scalekit-api-credentials) In your Scalekit Dashboard, navigate to **Settings** > **API Config** and copy these values: * **Client ID**: Your Scalekit application identifier * **Environment URL**: Your Scalekit environment (e.g., `https://your-subdomain.scalekit.dev`) * **Client Secret**: Generate a new secret if needed ![Scalekit API Configuration](/.netlify/images?url=_astro%2F2.DW5ajBz2.png\&w=3380\&h=2474\&dpl=6a3b904fcb23b100084833a2) 3. #### Connect Firebase to Scalekit using your API credentials [Section titled “Connect Firebase to Scalekit using your API credentials”](#connect-firebase-to-scalekit-using-your-api-credentials) In Firebase Console, paste the Scalekit values into the corresponding fields: * **Client ID**: Paste your Scalekit Client ID * **Issuer URL**: Paste your Scalekit Environment URL * **Client Secret**: Paste your Scalekit Client Secret ![Firebase OIDC Provider Configuration](/.netlify/images?url=_astro%2F3.B8I5cBOV.png\&w=3380\&h=2474\&dpl=6a3b904fcb23b100084833a2) 4. #### Allow Firebase to redirect users back to your app [Section titled “Allow Firebase to redirect users back to your app”](#allow-firebase-to-redirect-users-back-to-your-app) Copy the **Callback URL** from your Firebase OIDC Integration settings. ![Firebase Callback URL](/.netlify/images?url=_astro%2F4.BgGZ4s_j.png\&w=3380\&h=2474\&dpl=6a3b904fcb23b100084833a2) Add this URL as a **Allowed Callback URI** in your Scalekit Authentication > Redirects section. ![Scalekit Redirect URI Configuration](/.netlify/images?url=_astro%2F5.Df1HXppc.png\&w=3380\&h=2474\&dpl=6a3b904fcb23b100084833a2) 5. #### Configure allowed callback URIs in Scalekit [Section titled “Configure allowed callback URIs in Scalekit”](#configure-allowed-callback-uris-in-scalekit) In your Scalekit Dashboard, navigate to **Authentication** > **Redirects** > **Allowed Callback URIs**. Add your Firebase callback URL to the allowed callback URIs list: * **For development**: `https://your-firebase-domain.com/__/auth/handler` * **For production**: `https://your-domain.com/__/auth/handler` Note Firebase automatically generates the callback URL format. Make sure to use the exact URL provided by Firebase in your OIDC provider configuration. 6. #### Add SSO login to your frontend code [Section titled “Add SSO login to your frontend code”](#add-sso-login-to-your-frontend-code) Use Firebase’s standard OIDC authentication in your frontend: Login Implementation ```javascript 1 import { getAuth, OAuthProvider, signInWithPopup } from 'firebase/auth'; 2 3 const auth = getAuth(); 4 5 // Initialize Scalekit as an OIDC provider 6 const scalekitProvider = new OAuthProvider('oidc.scalekit'); 7 8 // Set SSO parameters 9 scalekitProvider.setCustomParameters({ 10 domain: 'customer@company.com', // or organization_id, connection_id 11 }); 12 13 // Handle SSO login 14 const loginButton = document.getElementById('sso-login'); 15 loginButton.onclick = async () => { 16 try { 17 const result = await signInWithPopup(auth, scalekitProvider); 18 const user = result.user; 19 20 console.log('Authenticated user:', user.email); 21 // User is now signed in to Firebase 22 } catch (error) { 23 console.error('Authentication failed:', error); 24 } 25 }; ``` ## Option 2: Direct SSO with Custom Tokens [Section titled “Option 2: Direct SSO with Custom Tokens”](#option-2-direct-sso-with-custom-tokens) Use this approach if you have **Legacy Firebase Authentication** or need full control over the authentication flow. Your backend integrates directly with Scalekit and creates custom Firebase tokens. View authentication flow summary Your backend handles SSO authentication and creates custom tokens for Firebase. 1. #### Install Scalekit and Firebase Admin SDKs [Section titled “Install Scalekit and Firebase Admin SDKs”](#install-scalekit-and-firebase-admin-sdks) Install the Scalekit SDK and configure your backend server with Firebase Admin SDK: ```bash 1 npm install @scalekit-sdk/node firebase-admin ``` backend/server.js ```javascript 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 import admin from 'firebase-admin'; 3 4 // Initialize Scalekit 5 const scalekit = new ScalekitClient( 6 process.env.SCALEKIT_ENVIRONMENT_URL, 7 process.env.SCALEKIT_CLIENT_ID, 8 process.env.SCALEKIT_CLIENT_SECRET 9 ); 10 11 // Initialize Firebase Admin ``` 2. #### Handle SSO callback and create Firebase tokens [Section titled “Handle SSO callback and create Firebase tokens”](#handle-sso-callback-and-create-firebase-tokens) Implement the SSO callback handler that exchanges the authorization code for user details and creates custom Firebase tokens: SSO Callback Handler ```javascript 1 app.get('/auth/callback', async (req, res) => { 2 const { code, error, error_description } = req.query; 3 4 if (error) { 5 return res.status(400).json({ 6 error: 'Authentication failed', 7 details: error_description 8 }); 9 } 10 11 try { 12 // Exchange code for user profile 13 const result = await scalekit.authenticateWithCode( 14 code, 15 'https://your-app.com/auth/callback' 16 ); 17 18 const user = result.user; 19 20 // Create custom Firebase token 21 const customToken = await admin.auth().createCustomToken(user.id, { 22 email: user.email, 23 name: `${user.givenName} ${user.familyName}`, 24 organizationId: user.organizationId, 25 }); 26 27 res.json({ 28 customToken, 29 user: { 30 email: user.email, 31 name: `${user.givenName} ${user.familyName}`, 32 } 33 }); 34 } catch (error) { 35 console.error('SSO authentication failed:', error); 36 res.status(500).json({ error: 'Internal server error' }); 37 } 38 }); ``` 3. #### Generate authorization URL to initiate SSO [Section titled “Generate authorization URL to initiate SSO”](#generate-authorization-url-to-initiate-sso) Create an endpoint to generate Scalekit authorization URLs: * Node.js Authorization URL Endpoint ```javascript 1 app.post('/auth/start-sso', async (req, res) => { 2 const { organizationId, domain, connectionId } = req.body; 3 4 try { 5 const options = {}; 6 if (organizationId) options.organizationId = organizationId; 7 if (domain) options.domain = domain; 8 if (connectionId) options.connectionId = connectionId; 9 10 const authorizationUrl = scalekit.getAuthorizationUrl( 11 'https://your-app.com/auth/callback', 12 options 13 ); 14 15 res.json({ authorizationUrl }); 16 } catch (error) { 17 console.error('Failed to generate authorization URL:', error); 18 res.status(500).json({ error: 'Internal server error' }); 19 } 20 }); ``` * Python Authorization URL Endpoint ```python 1 @app.route('/auth/start-sso', methods=['POST']) 2 def start_sso(): 3 data = request.get_json() 4 organization_id = data.get('organizationId') 5 domain = data.get('domain') 6 connection_id = data.get('connectionId') 7 8 try: 9 options = {} 10 if organization_id: 11 options['organization_id'] = organization_id 12 if domain: 13 options['domain'] = domain 14 if connection_id: 15 options['connection_id'] = connection_id 16 17 authorization_url = scalekit.get_authorization_url( 18 'https://your-app.com/auth/callback', 19 options 20 ) 21 22 return jsonify({'authorizationUrl': authorization_url}) 23 except Exception as e: 24 print(f'Failed to generate authorization URL: {e}') 25 return jsonify({'error': 'Internal server error'}), 500 ``` * Go Authorization URL Endpoint ```go 1 func startSSOHandler(w http.ResponseWriter, r *http.Request) { 2 var requestData struct { 3 OrganizationID string `json:"organizationId"` 4 Domain string `json:"domain"` 5 ConnectionID string `json:"connectionId"` 6 } 7 8 if err := json.NewDecoder(r.Body).Decode(&requestData); err != nil { 9 http.Error(w, "Invalid request body", http.StatusBadRequest) 10 return 11 } 12 13 options := scalekit.AuthorizationUrlOptions{} 14 if requestData.OrganizationID != "" { 15 options.OrganizationId = requestData.OrganizationID 16 } 17 if requestData.Domain != "" { 18 options.Domain = requestData.Domain 19 } 20 if requestData.ConnectionID != "" { 21 options.ConnectionId = requestData.ConnectionID 22 } 23 24 authorizationURL := scalekitClient.GetAuthorizationUrl( 25 "https://your-app.com/auth/callback", 26 options, 27 ) 28 29 response := map[string]string{ 30 "authorizationUrl": authorizationURL, 31 } 32 33 w.Header().Set("Content-Type", "application/json") 34 json.NewEncoder(w).Encode(response) 35 } ``` * Java Authorization URL Endpoint ```java 1 @PostMapping("/auth/start-sso") 2 public ResponseEntity startSSO(@RequestBody Map request) { 3 String organizationId = request.get("organizationId"); 4 String domain = request.get("domain"); 5 String connectionId = request.get("connectionId"); 6 7 try { 8 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 9 if (organizationId != null) options.setOrganizationId(organizationId); 10 if (domain != null) options.setDomain(domain); 11 if (connectionId != null) options.setConnectionId(connectionId); 12 13 String authorizationUrl = scalekitClient.authentication() 14 .getAuthorizationUrl("https://your-app.com/auth/callback", options) 15 .toString(); 16 17 return ResponseEntity.ok(Map.of("authorizationUrl", authorizationUrl)); 18 } catch (Exception e) { 19 System.err.println("Failed to generate authorization URL: " + e.getMessage()); 20 return ResponseEntity.status(500).body(Map.of("error", "Internal server error")); 21 } 22 } ``` 4. #### Build frontend SSO flow with custom tokens [Section titled “Build frontend SSO flow with custom tokens”](#build-frontend-sso-flow-with-custom-tokens) Create the frontend flow that initiates SSO and handles the custom token: Frontend SSO Implementation ```javascript 1 import { getAuth, signInWithCustomToken } from 'firebase/auth'; 2 3 const auth = getAuth(); 4 5 // Initiate SSO flow 6 const initiateSSO = async () => { 7 try { 8 // Get authorization URL from your backend 9 const response = await fetch('/auth/start-sso', { 10 method: 'POST', 11 headers: { 'Content-Type': 'application/json' }, 12 body: JSON.stringify({ 13 organizationId: 'org_123456789', // or domain, connectionId 14 }), 15 }); 16 17 const { authorizationUrl } = await response.json(); 18 19 // Redirect to SSO 20 window.location.href = authorizationUrl; 21 } catch (error) { 22 console.error('Failed to initiate SSO:', error); 23 } 24 }; 25 26 // Handle SSO callback (call this on your callback page) 27 const handleSSOCallback = async () => { 28 const urlParams = new URLSearchParams(window.location.search); 29 const code = urlParams.get('code'); 30 const error = urlParams.get('error'); 31 32 if (error) { 33 console.error('SSO failed:', error); 34 return; 35 } 36 37 try { 38 // Exchange code for custom token 39 const response = await fetch(`/auth/callback?code=${code}`); 40 const { customToken, user } = await response.json(); 41 42 // Sign in to Firebase with custom token 43 const userCredential = await signInWithCustomToken(auth, customToken); 44 const firebaseUser = userCredential.user; 45 46 console.log('Successfully authenticated:', firebaseUser); 47 48 // Redirect to your app 49 window.location.href = '/dashboard'; 50 } catch (error) { 51 console.error('Authentication failed:', error); 52 } 53 }; ``` ## Handle identity provider-initiated SSO [Section titled “Handle identity provider-initiated SSO”](#handle-identity-provider-initiated-sso) Both approaches support IdP-initiated SSO, where users access your application directly from their identity provider portal. Create a dedicated endpoint to handle these requests. For detailed implementation instructions, refer to the [IdP-Initiated SSO guide](/sso/guides/idp-init-sso/). Both approaches provide secure, enterprise-grade SSO authentication while maintaining compatibility with Firebase’s ecosystem and features. --- # DOCUMENT BOUNDARY --- # Authenticate customer apps > Use Scalekit to implement OAuth for customer apps. Issue tokens and validate API requests with JWKS This guide explains how you enable API authentication for your customers’ applications using Scalekit’s OAuth 2.0 client credentials flow. When your customers build applications that need to access your API, they use client credentials registered through your Scalekit environment to obtain access tokens. Your API validates these tokens to authorize their requests using JWKS. ## How your customers’ applications authenticate with your API [Section titled “How your customers’ applications authenticate with your API”](#how-your-customers-applications-authenticate-with-your-api) Your Scalekit environment functions as an OAuth 2.0 Authorization Server. Your customers’ applications authenticate using the client credentials flow, exchanging their registered client ID and secret for access tokens that authorize API requests to your platform. ### Storing client credentials [Section titled “Storing client credentials”](#storing-client-credentials) Your customers’ applications securely store the credentials you issued to them in environment variables. This example shows how their applications would store these credentials: Environment variables in customer's application ```sh 1 YOURAPP_ENVIRONMENT_URL="" 2 YOURAPP_CLIENT_ID="" 3 YOURAPP_CLIENT_SECRET="" ``` These credentials are obtained when you register an API client for your customer (see the [quickstart guide](/authenticate/m2m/api-auth-quickstart/) for client registration). ### Obtaining access tokens [Section titled “Obtaining access tokens”](#obtaining-access-tokens) Your customers’ applications obtain access tokens from your Scalekit authorization server before making API requests. They send their credentials to your token endpoint: Token endpoint ```sh 1 https:///oauth/token ``` Here’s how your customers’ applications request access tokens: * cURL ```sh 1 curl -X POST \ 2 "https:///oauth/token" \ 3 -H "Content-Type: application/x-www-form-urlencoded" \ 4 -d "grant_type=client_credentials" \ 5 -d "client_id=" \ 6 -d "client_secret=" \ 7 -d "scope=openid profile email" ``` * Python ```python 1 import os 2 import json 3 import requests 4 5 # Customer's application configuration 6 env_url = os.environ['YOURAPP_SCALEKIT_ENVIRONMENT_URL'] 7 8 def get_m2m_access_token(): 9 """ 10 Customer's application requests an access token using client credentials. 11 This token will be used to authenticate API requests to your platform. 12 """ 13 headers = {"Content-Type": "application/x-www-form-urlencoded"} 14 params = { 15 "grant_type": "client_credentials", 16 "client_id": os.environ['YOURAPP_SCALEKIT_CLIENT_ID'], 17 "client_secret": os.environ['YOURAPP_SCALEKIT_CLIENT_SECRET'], 18 "scope": "openid profile email" 19 } 20 21 response = requests.post( 22 url=f"{env_url}/oauth/token", 23 headers=headers, 24 data=params, 25 verify=True 26 ) 27 28 access_token = response.json().get('access_token') 29 return access_token ``` Your authorization server returns a JSON response containing the access token: Token response ```json 1 { 2 "access_token": "", 3 "token_type": "Bearer", 4 "expires_in": 86399, 5 "scope": "openid" 6 } ``` | Field | Description | | -------------- | ----------------------------------------------------- | | `access_token` | Token for authenticating API requests | | `token_type` | Always “Bearer” for this flow | | `expires_in` | Token validity period in seconds (typically 24 hours) | | `scope` | Authorized scopes for this token | ### Using access tokens [Section titled “Using access tokens”](#using-access-tokens) After obtaining an access token, your customers’ applications include it in the Authorization header when making requests to your API: Customer's application making an API request ```sh 1 curl --request GET "https://" \ 2 -H "Content-Type: application/json" \ 3 -H "Authorization: Bearer " ``` ## Validating access tokens [Section titled “Validating access tokens”](#validating-access-tokens) Your API server must validate access tokens before processing requests. Scalekit uses JSON Web Tokens (JWTs) signed with RSA keys, which you validate using the JSON Web Key Set (JWKS) endpoint. ### Retrieving JWKS [Section titled “Retrieving JWKS”](#retrieving-jwks) Your application should fetch the public keys from the JWKS endpoint: JWKS endpoint ```sh 1 https:///keys ``` JWKS response ```json 1 { 2 "keys": [ 3 { 4 "use": "sig", 5 "kty": "RSA", 6 "kid": "snk_58327480989122566", 7 "alg": "RS256", 8 "n": "wUaqIj3pIE_zfGN9u4GySZs862F-0Kl-..", 9 "e": "AQAB" 10 } 11 ] 12 } ``` ### Token validation process [Section titled “Token validation process”](#token-validation-process) When your API receives a request with a JWT, follow these steps: 1. Extract the token from the Authorization header 2. Fetch the JWKS from the endpoint 3. Use the public key from JWKS to verify the token’s signature 4. Validate the token’s claims (issuer, audience, expiration) This example shows how to fetch JWKS data: Fetch JWKS with cURL ```sh 1 curl -s "https:///keys" | jq ``` * jwksClient (Node.js) Express.js ```javascript 1 const express = require('express'); 2 const jwt = require('jsonwebtoken'); 3 const jwksClient = require('jwks-rsa'); 4 const app = express(); 5 6 // Initialize JWKS client to validate tokens from customer applications 7 // This fetches public keys from your Scalekit environment 8 const client = jwksClient({ 9 jwksUri: `https:///keys` 10 }); 11 12 // Function to get signing key for token verification 13 function getKey(header, callback) { 14 client.getSigningKey(header.kid, function(err, key) { 15 if (err) return callback(err); 16 17 const signingKey = key.publicKey || key.rsaPublicKey; 18 callback(null, signingKey); 19 }); 20 } 21 22 // Middleware to validate JWT from customer's API client application 23 function validateJwt(req, res, next) { 24 // Extract token sent by customer's application 25 const authHeader = req.headers.authorization; 26 if (!authHeader || !authHeader.startsWith('Bearer ')) { 27 return res.status(401).json({ error: 'Missing authorization token' }); 28 } 29 30 const token = authHeader.split(' ')[1]; 31 32 // Verify the token signature using JWKS 33 jwt.verify(token, getKey, { 34 algorithms: ['RS256'] 35 }, (err, decoded) => { 36 if (err) { 37 return res.status(401).json({ error: 'Invalid token', details: err.message }); 38 } 39 40 // Token is valid - add decoded claims to request 41 req.user = decoded; 42 next(); 43 }); 44 } 45 46 // Apply validation middleware to your API routes 47 app.use('/api', validateJwt); 48 49 // Example protected API endpoint 50 app.get('/api/data', (req, res) => { 51 res.json({ 52 message: 'Customer application authenticated successfully', 53 userId: req.user.sub 54 }); 55 }); 56 57 app.listen(3000, () => { 58 console.log('API server running on port 3000'); 59 }); ``` * Python Flask ```python 9 collapsed lines 1 from scalekit import ScalekitClient 2 import os 3 4 # Initialize Scalekit SDK to validate tokens from customer applications 5 scalekit_client = ScalekitClient( 6 env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"), 7 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 8 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET") 9 ) 10 11 def validate_api_request(request): 12 """ 13 Validate access token from customer's API client application. 14 Your API uses this to authorize requests from customer applications. 15 """ 16 # Extract token sent by customer's application 17 auth_header = request.headers.get('Authorization') 18 if not auth_header or not auth_header.startswith('Bearer '): 19 return None, "Missing authorization token" 20 21 token = auth_header.split(' ')[1] 22 23 try: 24 # Validate token and extract claims using Scalekit SDK 25 claims = scalekit_client.validate_access_token_and_get_claims( 26 token=token 27 ) 28 29 # Token is valid - return claims for authorization logic 30 return claims, None 31 except Exception as e: 32 return None, f"Invalid token: {str(e)}" 33 34 # Example: Use in your Flask API endpoint 35 @app.route('/api/data', methods=['GET']) 36 def get_data(): 37 claims, error = validate_api_request(request) 38 39 if error: 40 return {"error": error}, 401 41 42 # Customer application is authenticated 43 return { 44 "message": "Customer application authenticated successfully", 45 "userId": claims.get("sub") 46 } ``` Token validation best practices When implementing token validation in your API: 1. Always verify the token signature using the public key from JWKS 2. Validate token expiration and required claims (issuer, audience, expiration) 3. Cache JWKS responses to improve performance and reduce latency 4. Implement token revocation checks for sensitive operations 5. Use HTTPS for all API endpoints to prevent token interception 6. Check scopes in the token claims to enforce fine-grained permissions ### SDK support status [Section titled “SDK support status”](#sdk-support-status) All Scalekit SDKs include helpers for validating access tokens: * **Node.js**: Provides `validateAccessToken` and `validateToken` methods with `TokenValidationOptions` for validating issuer, audience, and required scopes. * **Python**: Provides `validate_access_token`, `validate_token`, and `validate_access_token_and_get_claims` methods with `TokenValidationOptions` for validating issuer, audience, and required scopes. * **Go**: Provides `ValidateAccessToken`, generic `ValidateToken[T]`, and `GetAccessTokenClaims` helpers that validate tokens using JWKS and return typed claims with errors. These methods accept `context.Context` as the first argument for cancellation and timeout. * **Java**: Provides `validateAccessToken` (boolean) and `validateAccessTokenAndGetClaims` (returns claims and throws `APIException`) for token validation in JVM applications. You can still use standard JWT libraries with the JWKS endpoint, as shown in the examples above, when you need custom validation logic or cannot use an SDK in your API service. --- # DOCUMENT BOUNDARY --- # Bring your own email provider > Scalekit allows you to configure your own email provider to improve deliverability and security. Email delivery is a critical part of your authentication flow. By default, Scalekit sends all authentication emails (sign-in verification, sign-up confirmation, password reset) through its own email service. However, for production applications, you may need more control over email branding, deliverability, and compliance requirements. Here are common scenarios where you’ll want to customize email delivery: * **Brand consistency**: Send emails from your company’s domain with your own sender name and email address to maintain brand trust * **Deliverability optimization**: Use your established email reputation and delivery infrastructure to improve inbox placement * **Compliance requirements**: Meet specific regulatory or organizational requirements for email handling and data sovereignty * **Email analytics**: Track email metrics and performance through your existing email service provider * **Custom domains**: Ensure emails come from your verified domain to avoid spam filters and build user trust * **Enterprise requirements**: Corporate customers may require emails to come from verified business domains Scalekit provides two approaches to handle email delivery, allowing you to choose the right balance between simplicity and control. ![Email delivery methods in Scalekit](/.netlify/images?url=_astro%2F1-email-delivery-method.efqY1l72.png\&w=2848\&h=1720\&dpl=6a3b904fcb23b100084833a2) ## Use Scalekit’s managed email service Default [Section titled “Use Scalekit’s managed email service ”](#use-scalekits-managed-email-service-) The simplest approach requires no configuration. Scalekit handles all email delivery using its own infrastructure. **When to use this approach:** * Quick setup for development and testing * You don’t need custom branding * You want Scalekit to handle email deliverability **Default settings:** * **Sender Name**: Team workspace\_name * **From Email Address**: * **Infrastructure**: Fully managed by Scalekit No additional configuration is required. Your authentication emails will be sent automatically with these settings. Tip You can customize the sender name in your dashboard settings while still using Scalekit’s email infrastructure. ## Configure your own email provider [Section titled “Configure your own email provider”](#configure-your-own-email-provider) For production applications, you’ll likely want to use your own email provider to maintain brand consistency and control deliverability. When to use this approach: * You need emails sent from your domain * You want complete control over email deliverability * You need to meet compliance requirements (e.g. GDPR, CCPA) * You want to integrate with existing email analytics ### Gather your SMTP credentials [Section titled “Gather your SMTP credentials”](#gather-your-smtp-credentials) Before configuring, collect the following information from your email provider: | Field | Description | | -------------------- | ------------------------------------------ | | **SMTP Server Host** | Your provider’s SMTP hostname | | **SMTP Port** | Usually 587 (TLS) or 465 (SSL) | | **SMTP Username** | Your authentication username | | **SMTP Password** | Your authentication password | | **Sender Email** | The email address emails will be sent from | | **Sender Name** | The display name recipients will see | ### Configure SMTP settings in Scalekit [Section titled “Configure SMTP settings in Scalekit”](#configure-smtp-settings-in-scalekit) 1. Navigate to email settings In your Scalekit dashboard, go to **Emails**. 2. Select custom email provider Choose **Use your own email provider** from the email delivery options 3. Configure sender information ```plaintext 1 From Email Address: noreply@yourdomain.com 2 Sender Name: Your Company Name ``` 4. Enter SMTP configuration ```plaintext 1 SMTP Server Host: smtp.your-provider.com 2 SMTP Port: 587 3 SMTP Username: your-username 4 SMTP Password: your-password ``` 5. Save and test configuration Click **Save** to apply your settings, then send a test email to verify the configuration ### Common provider configurations [Section titled “Common provider configurations”](#common-provider-configurations) * SendGrid ```plaintext 1 Host: smtp.sendgrid.net 2 Port: 587 3 Username: apikey 4 Password: [Your SendGrid API Key] ``` * Amazon SES ```plaintext 1 Host: email-smtp.us-east-1.amazonaws.com 2 Port: 587 3 Username: [Your SMTP Username from AWS] 4 Password: [Your SMTP Password from AWS] ``` * Postmark ```plaintext 1 Host: smtp.postmarkapp.com 2 Port: 587 3 Username: [Your Postmark Server Token] 4 Password: [Your Postmark Server Token] ``` Note All SMTP credentials are encrypted and stored securely. Email transmission uses TLS encryption for security. ## Test your email configuration [Section titled “Test your email configuration”](#test-your-email-configuration) After configuring your email provider, verify that everything works correctly: 1. Send a test email through your authentication flow 2. Check delivery to ensure emails reach the intended recipients 3. Verify sender information appears correctly in the recipient’s inbox 4. Confirm formatting, branding, links and buttons work as expected --- # DOCUMENT BOUNDARY --- # Authentication best practices > Security best practices for authentication implementation, including threat modeling, advanced patterns, and security checklists. This guide covers security best practices for implementing authentication with Scalekit. Use it for threat modeling, advanced security patterns, and production-ready configurations. ## Security threat model [Section titled “Security threat model”](#security-threat-model) ### Common authentication threats [Section titled “Common authentication threats”](#common-authentication-threats) Identify potential security threats to implement appropriate countermeasures: | Threat | Description | Mitigation | | -------------------- | ------------------------------------------------------------ | ------------------------------------------------- | | **CSRF attacks** | Malicious requests executed on behalf of authenticated users | Use `state` parameter, validate origins | | **Token theft** | Access tokens intercepted or stolen | Secure storage, short lifetimes, refresh rotation | | **Session fixation** | Attacker fixes session ID before authentication | Regenerate sessions, secure cookies | | **Phishing** | Users tricked into entering credentials on fake sites | Domain validation, HTTPS enforcement | | **Replay attacks** | Intercepted requests replayed by attackers | Nonces, timestamps, request signing | ### Multi-tenant security considerations [Section titled “Multi-tenant security considerations”](#multi-tenant-security-considerations) B2B applications face additional security challenges: * **Tenant isolation** - Prevent data leakage between organizations * **Admin privilege escalation** - Secure organization admin roles * **SSO configuration tampering** - Protect identity provider settings * **Cross-tenant user enumeration** - Prevent user discovery across organizations ## Advanced security patterns [Section titled “Advanced security patterns”](#advanced-security-patterns) ### Dynamic security policy enforcement [Section titled “Dynamic security policy enforcement”](#dynamic-security-policy-enforcement) Apply organization-specific security policies: * Node.js Dynamic security policies ```javascript 1 // Apply organization-specific security requirements 2 async function createAuthorizationUrl(orgId, userEmail) { 3 const redirectUri = 'https://yourapp.com/auth/callback'; 4 5 // Fetch organization security policy 6 const securityPolicy = await getSecurityPolicy(orgId); 7 8 // Apply conditional authentication requirements 9 const options = { 10 scopes: ['openid', 'profile', 'email', 'offline_access'], 11 organizationId: orgId, 12 loginHint: userEmail, 13 state: generateSecureState(), 14 15 // Force re-authentication for high-security orgs 16 prompt: securityPolicy.requireReauth ? 'login' : undefined, 17 maxAge: securityPolicy.maxSessionAge || 3600, 18 acrValues: securityPolicy.requiredAuthLevel || 'aal1' 19 }; 20 21 return scalekit.getAuthorizationUrl(redirectUri, options); 22 } ``` * Python Dynamic security policies ```python 1 # Apply organization-specific security requirements 2 async def create_authorization_url(org_id, user_email): 3 redirect_uri = 'https://yourapp.com/auth/callback' 4 5 # Fetch organization security policy 6 security_policy = await get_security_policy(org_id) 7 8 # Apply conditional authentication requirements 9 options = AuthorizationUrlOptions() 10 options.scopes = ['openid', 'profile', 'email', 'offline_access'] 11 options.organization_id = org_id 12 options.login_hint = user_email 13 options.state = generate_secure_state() 14 15 # Force re-authentication for high-security orgs 16 if security_policy.require_reauth: 17 options.prompt = 'login' 18 options.max_age = security_policy.max_session_age or 3600 19 options.acr_values = security_policy.required_auth_level or 'aal1' 20 21 return scalekit_client.get_authorization_url(redirect_uri, options) ``` * Go Dynamic security policies ```go 1 // Apply organization-specific security requirements 2 func createAuthorizationUrl(orgId, userEmail string) (string, error) { 3 redirectUri := "https://yourapp.com/auth/callback" 4 5 // Fetch organization security policy 6 securityPolicy, err := getSecurityPolicy(orgId) 7 if err != nil { 8 return "", err 9 } 10 11 // Apply conditional authentication requirements 12 options := scalekit.AuthorizationUrlOptions{ 13 Scopes: []string{"openid", "profile", "email", "offline_access"}, 14 OrganizationId: orgId, 15 LoginHint: userEmail, 16 State: generateSecureState(), 17 18 // Force re-authentication for high-security orgs 19 Prompt: conditionalPrompt(securityPolicy.RequireReauth), 20 MaxAge: securityPolicy.MaxSessionAge, 21 AcrValues: securityPolicy.RequiredAuthLevel, 22 } 23 24 authUrl, err := scalekitClient.GetAuthorizationUrl(redirectUri, options) 25 return authUrl.String(), err 26 } ``` * Java Dynamic security policies ```java 1 // Apply organization-specific security requirements 2 public String createAuthorizationUrl(String orgId, String userEmail) { 3 String redirectUri = "https://yourapp.com/auth/callback"; 4 5 // Fetch organization security policy 6 SecurityPolicy securityPolicy = getSecurityPolicy(orgId); 7 8 // Apply conditional authentication requirements 9 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 10 options.setScopes(Arrays.asList("openid", "profile", "email", "offline_access")); 11 options.setOrganizationId(orgId); 12 options.setLoginHint(userEmail); 13 options.setState(generateSecureState()); 14 15 // Force re-authentication for high-security orgs 16 if (securityPolicy.isRequireReauth()) { 17 options.setPrompt("login"); 18 } 19 options.setMaxAge(securityPolicy.getMaxSessionAge()); 20 options.setAcrValues(securityPolicy.getRequiredAuthLevel()); 21 22 URL authUrl = scalekit.authentication().getAuthorizationUrl(redirectUri, options); 23 return authUrl.toString(); 24 } ``` ### Request signing and validation [Section titled “Request signing and validation”](#request-signing-and-validation) Verify request integrity with signatures: * Node.js Request signing ```javascript 1 const crypto = require('crypto'); 2 3 // Sign sensitive requests with HMAC 4 function signRequest(payload, secret) { 5 const timestamp = Date.now().toString(); 6 const nonce = crypto.randomBytes(16).toString('hex'); 7 8 // Create signature payload 9 const signaturePayload = `${timestamp}.${nonce}.${JSON.stringify(payload)}`; 10 const signature = crypto 11 .createHmac('sha256', secret) 12 .update(signaturePayload) 13 .digest('hex'); 14 15 return { 16 payload, 17 timestamp, 18 nonce, 19 signature: `sha256=${signature}` 20 }; 21 } 22 23 // Verify request signatures 24 function verifyRequest(receivedPayload, receivedSignature, secret, maxAge = 300) { 25 const [timestamp, nonce, payload] = receivedPayload.split('.'); 26 27 // Check timestamp to prevent replay attacks 28 if (Date.now() - parseInt(timestamp) > maxAge * 1000) { 29 throw new Error('Request timestamp too old'); 30 } 31 32 // Verify signature 33 const expectedPayload = `${timestamp}.${nonce}.${payload}`; 34 const expectedSignature = crypto 35 .createHmac('sha256', secret) 36 .update(expectedPayload) 37 .digest('hex'); 38 39 if (!crypto.timingSafeEqual( 40 Buffer.from(receivedSignature, 'hex'), 41 Buffer.from(`sha256=${expectedSignature}`, 'hex') 42 )) { 43 throw new Error('Invalid signature'); 44 } 45 46 return JSON.parse(payload); 47 } ``` * Python Request signing ```python 1 import hmac 2 import hashlib 3 import json 4 import time 5 import secrets 6 7 # Sign sensitive requests with HMAC 8 def sign_request(payload, secret): 9 timestamp = str(int(time.time() * 1000)) 10 nonce = secrets.token_hex(16) 11 12 # Create signature payload 13 signature_payload = f"{timestamp}.{nonce}.{json.dumps(payload)}" 14 signature = hmac.new( 15 secret.encode(), 16 signature_payload.encode(), 17 hashlib.sha256 18 ).hexdigest() 19 20 return { 21 'payload': payload, 22 'timestamp': timestamp, 23 'nonce': nonce, 24 'signature': f"sha256={signature}" 25 } 26 27 # Verify request signatures 28 def verify_request(received_payload, received_signature, secret, max_age=300): 29 timestamp, nonce, payload = received_payload.split('.') 30 31 # Check timestamp to prevent replay attacks 32 if time.time() * 1000 - int(timestamp) > max_age * 1000: 33 raise ValueError('Request timestamp too old') 34 35 # Verify signature 36 expected_payload = f"{timestamp}.{nonce}.{payload}" 37 expected_signature = hmac.new( 38 secret.encode(), 39 expected_payload.encode(), 40 hashlib.sha256 41 ).hexdigest() 42 43 if not hmac.compare_digest( 44 received_signature, 45 f"sha256={expected_signature}" 46 ): 47 raise ValueError('Invalid signature') 48 49 return json.loads(payload) ``` * Go Request signing ```go 1 import ( 2 "crypto/hmac" 3 "crypto/rand" 4 "crypto/sha256" 5 "encoding/hex" 6 "encoding/json" 7 "fmt" 8 "time" 9 ) 10 11 // Sign sensitive requests with HMAC 12 func signRequest(payload interface{}, secret string) (map[string]interface{}, error) { 13 timestamp := fmt.Sprintf("%d", time.Now().UnixMilli()) 14 15 nonceBytes := make([]byte, 16) 16 rand.Read(nonceBytes) 17 nonce := hex.EncodeToString(nonceBytes) 18 19 // Create signature payload 20 payloadJSON, _ := json.Marshal(payload) 21 signaturePayload := fmt.Sprintf("%s.%s.%s", timestamp, nonce, payloadJSON) 22 23 h := hmac.New(sha256.New, []byte(secret)) 24 h.Write([]byte(signaturePayload)) 25 signature := hex.EncodeToString(h.Sum(nil)) 26 27 return map[string]interface{}{ 28 "payload": payload, 29 "timestamp": timestamp, 30 "nonce": nonce, 31 "signature": fmt.Sprintf("sha256=%s", signature), 32 }, nil 33 } 34 35 // Verify request signatures 36 func verifyRequest(receivedPayload, receivedSignature, secret string, maxAge int64) (interface{}, error) { 37 // Parse payload components 38 parts := strings.Split(receivedPayload, ".") 39 if len(parts) != 3 { 40 return nil, fmt.Errorf("invalid payload format") 41 } 42 43 timestamp, err := strconv.ParseInt(parts[0], 10, 64) 44 if err != nil { 45 return nil, fmt.Errorf("invalid timestamp") 46 } 47 48 // Check timestamp to prevent replay attacks 49 if time.Now().UnixMilli()-timestamp > maxAge*1000 { 50 return nil, fmt.Errorf("request timestamp too old") 51 } 52 53 // Verify signature 54 expectedPayload := receivedPayload 55 h := hmac.New(sha256.New, []byte(secret)) 56 h.Write([]byte(expectedPayload)) 57 expectedSignature := fmt.Sprintf("sha256=%s", hex.EncodeToString(h.Sum(nil))) 58 59 if !hmac.Equal([]byte(receivedSignature), []byte(expectedSignature)) { 60 return nil, fmt.Errorf("invalid signature") 61 } 62 63 var payload interface{} 64 if err := json.Unmarshal([]byte(parts[2]), &payload); err != nil { 65 return nil, fmt.Errorf("invalid payload JSON") 66 } 67 68 return payload, nil 69 } ``` * Java Request signing ```java 1 import javax.crypto.Mac; 2 import javax.crypto.spec.SecretKeySpec; 3 import java.security.SecureRandom; 4 import java.nio.charset.StandardCharsets; 5 import java.util.HashMap; 6 import java.util.Map; 7 8 // Sign sensitive requests with HMAC 9 public Map signRequest(Object payload, String secret) throws Exception { 10 String timestamp = String.valueOf(System.currentTimeMillis()); 11 12 SecureRandom random = new SecureRandom(); 13 byte[] nonceBytes = new byte[16]; 14 random.nextBytes(nonceBytes); 15 String nonce = bytesToHex(nonceBytes); 16 17 // Create signature payload 18 String payloadJson = objectMapper.writeValueAsString(payload); 19 String signaturePayload = timestamp + "." + nonce + "." + payloadJson; 20 21 Mac mac = Mac.getInstance("HmacSHA256"); 22 SecretKeySpec secretKey = new SecretKeySpec(secret.getBytes(StandardCharsets.UTF_8), "HmacSHA256"); 23 mac.init(secretKey); 24 byte[] signatureBytes = mac.doFinal(signaturePayload.getBytes(StandardCharsets.UTF_8)); 25 String signature = "sha256=" + bytesToHex(signatureBytes); 26 27 Map result = new HashMap<>(); 28 result.put("payload", payload); 29 result.put("timestamp", timestamp); 30 result.put("nonce", nonce); 31 result.put("signature", signature); 32 33 return result; 34 } 35 36 // Verify request signatures 37 public Object verifyRequest(String receivedPayload, String receivedSignature, 38 String secret, long maxAge) throws Exception { 39 String[] parts = receivedPayload.split("\\."); 40 if (parts.length != 3) { 41 throw new SecurityException("Invalid payload format"); 42 } 43 44 long timestamp = Long.parseLong(parts[0]); 45 46 // Check timestamp to prevent replay attacks 47 if (System.currentTimeMillis() - timestamp > maxAge * 1000) { 48 throw new SecurityException("Request timestamp too old"); 49 } 50 51 // Verify signature 52 Mac mac = Mac.getInstance("HmacSHA256"); 53 SecretKeySpec secretKey = new SecretKeySpec(secret.getBytes(StandardCharsets.UTF_8), "HmacSHA256"); 54 mac.init(secretKey); 55 byte[] expectedSignatureBytes = mac.doFinal(receivedPayload.getBytes(StandardCharsets.UTF_8)); 56 String expectedSignature = "sha256=" + bytesToHex(expectedSignatureBytes); 57 58 if (!MessageDigest.isEqual( 59 receivedSignature.getBytes(StandardCharsets.UTF_8), 60 expectedSignature.getBytes(StandardCharsets.UTF_8) 61 )) { 62 throw new SecurityException("Invalid signature"); 63 } 64 65 return objectMapper.readValue(parts[2], Object.class); 66 } ``` ## Secure token management [Section titled “Secure token management”](#secure-token-management) ### Token storage strategies [Section titled “Token storage strategies”](#token-storage-strategies) Select storage methods based on your application architecture: | Storage Method | Security Level | Use Case | Considerations | | --------------------- | -------------- | ------------------- | -------------------------------------- | | **HTTP-only cookies** | High | Web applications | Prevents XSS, requires CSRF protection | | **Secure memory** | High | Mobile/desktop apps | Cleared on app termination | | **Encrypted storage** | Medium | Persistent sessions | Key management complexity | | **LocalStorage** | Low | Not recommended | Vulnerable to XSS attacks | ### Token rotation implementation [Section titled “Token rotation implementation”](#token-rotation-implementation) Implement secure refresh token rotation: * Node.js Token rotation ```javascript 1 // Secure token refresh with rotation 2 async function refreshAccessToken(refreshToken, userId) { 3 try { 4 // Exchange refresh token for new tokens 5 const tokenResponse = await scalekit.exchangeCodeForTokens({ 6 refresh_token: refreshToken, 7 grant_type: 'refresh_token' 8 }); 9 10 // Store new tokens securely 11 const newTokens = { 12 accessToken: tokenResponse.access_token, 13 refreshToken: tokenResponse.refresh_token, // New refresh token 14 expiresAt: Date.now() + (tokenResponse.expires_in * 1000), 15 refreshExpiresAt: Date.now() + (30 * 24 * 60 * 60 * 1000) // 30 days 16 }; 17 18 // Update token storage atomically 19 await updateUserTokens(userId, newTokens); 20 21 // Invalidate old refresh token 22 await invalidateRefreshToken(refreshToken); 23 24 return newTokens; 25 26 } catch (error) { 27 // Handle refresh failure 28 if (error.code === 'invalid_grant') { 29 // Refresh token expired or revoked 30 await logoutUser(userId); 31 throw new Error('Session expired, please login again'); 32 } 33 34 // Log security event 35 await logSecurityEvent('token_refresh_failed', { 36 userId, 37 error: error.message, 38 timestamp: new Date().toISOString() 39 }); 40 41 throw error; 42 } 43 } 44 45 // Automatic token refresh middleware 46 function autoRefreshMiddleware(req, res, next) { 47 const { accessToken, refreshToken, expiresAt } = req.session.tokens || {}; 48 49 // Check if token expires within 5 minutes 50 if (accessToken && Date.now() + (5 * 60 * 1000) >= expiresAt) { 51 refreshAccessToken(refreshToken, req.session.userId) 52 .then(newTokens => { 53 req.session.tokens = newTokens; 54 next(); 55 }) 56 .catch(error => { 57 // Clear session on refresh failure 58 req.session.destroy(); 59 res.status(401).json({ error: 'Authentication required' }); 60 }); 61 } else { 62 next(); 63 } 64 } ``` * Python Token rotation ```python 1 import asyncio 2 from datetime import datetime, timedelta 3 4 # Secure token refresh with rotation 5 async def refresh_access_token(refresh_token, user_id): 6 try: 7 # Exchange refresh token for new tokens 8 token_response = await scalekit_client.exchange_code_for_tokens({ 9 'refresh_token': refresh_token, 10 'grant_type': 'refresh_token' 11 }) 12 13 # Store new tokens securely 14 new_tokens = { 15 'access_token': token_response['access_token'], 16 'refresh_token': token_response['refresh_token'], # New refresh token 17 'expires_at': datetime.now() + timedelta(seconds=token_response['expires_in']), 18 'refresh_expires_at': datetime.now() + timedelta(days=30) 19 } 20 21 # Update token storage atomically 22 await update_user_tokens(user_id, new_tokens) 23 24 # Invalidate old refresh token 25 await invalidate_refresh_token(refresh_token) 26 27 return new_tokens 28 29 except Exception as error: 30 # Handle refresh failure 31 if hasattr(error, 'code') and error.code == 'invalid_grant': 32 # Refresh token expired or revoked 33 await logout_user(user_id) 34 raise Exception('Session expired, please login again') 35 36 # Log security event 37 await log_security_event('token_refresh_failed', { 38 'user_id': user_id, 39 'error': str(error), 40 'timestamp': datetime.now().isoformat() 41 }) 42 43 raise error 44 45 # Automatic token refresh decorator 46 def auto_refresh_tokens(func): 47 async def wrapper(*args, **kwargs): 48 request = kwargs.get('request') or args[0] 49 tokens = getattr(request.session, 'tokens', {}) 50 51 access_token = tokens.get('access_token') 52 refresh_token = tokens.get('refresh_token') 53 expires_at = tokens.get('expires_at') 54 55 # Check if token expires within 5 minutes 56 if access_token and expires_at and datetime.now() + timedelta(minutes=5) >= expires_at: 57 try: 58 new_tokens = await refresh_access_token(refresh_token, request.session.user_id) 59 request.session.tokens = new_tokens 60 except Exception: 61 # Clear session on refresh failure 62 request.session.clear() 63 raise AuthenticationError('Authentication required') 64 65 return await func(*args, **kwargs) 66 return wrapper ``` * Go Token rotation ```go 1 import ( 2 "context" 3 "fmt" 4 "time" 5 ) 6 7 type TokenSet struct { 8 AccessToken string `json:"access_token"` 9 RefreshToken string `json:"refresh_token"` 10 ExpiresAt time.Time `json:"expires_at"` 11 RefreshExpiresAt time.Time `json:"refresh_expires_at"` 12 } 13 14 // Secure token refresh with rotation 15 func refreshAccessToken(ctx context.Context, refreshToken, userID string) (*TokenSet, error) { 16 // Exchange refresh token for new tokens 17 tokenResponse, err := scalekit.ExchangeCodeForTokens(ctx, &scalekit.TokenRequest{ 18 RefreshToken: refreshToken, 19 GrantType: "refresh_token", 20 }) 21 if err != nil { 22 return nil, fmt.Errorf("token exchange failed: %w", err) 23 } 24 25 // Store new tokens securely 26 newTokens := &TokenSet{ 27 AccessToken: tokenResponse.AccessToken, 28 RefreshToken: tokenResponse.RefreshToken, // New refresh token 29 ExpiresAt: time.Now().Add(time.Duration(tokenResponse.ExpiresIn) * time.Second), 30 RefreshExpiresAt: time.Now().Add(30 * 24 * time.Hour), // 30 days 31 } 32 33 // Update token storage atomically 34 if err := updateUserTokens(ctx, userID, newTokens); err != nil { 35 return nil, fmt.Errorf("failed to update tokens: %w", err) 36 } 37 38 // Invalidate old refresh token 39 if err := invalidateRefreshToken(ctx, refreshToken); err != nil { 40 // Log but don't fail the operation 41 logSecurityEvent(ctx, "refresh_token_invalidation_failed", map[string]interface{}{ 42 "user_id": userID, 43 "error": err.Error(), 44 }) 45 } 46 47 return newTokens, nil 48 } 49 50 // Automatic token refresh middleware 51 func autoRefreshMiddleware(next http.Handler) http.Handler { 52 return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) { 53 session := getSession(r) 54 tokens := session.Tokens 55 56 // Check if token expires within 5 minutes 57 if tokens != nil && time.Until(tokens.ExpiresAt) <= 5*time.Minute { 58 newTokens, err := refreshAccessToken(r.Context(), tokens.RefreshToken, session.UserID) 59 if err != nil { 60 // Clear session on refresh failure 61 clearSession(w, r) 62 http.Error(w, "Authentication required", http.StatusUnauthorized) 63 return 64 } 65 66 session.Tokens = newTokens 67 saveSession(w, r, session) 68 } 69 70 next.ServeHTTP(w, r) 71 }) 72 } ``` * Java Token rotation ```java 1 import java.time.Instant; 2 import java.time.temporal.ChronoUnit; 3 import java.util.concurrent.CompletableFuture; 4 5 public class TokenSet { 6 private String accessToken; 7 private String refreshToken; 8 private Instant expiresAt; 9 private Instant refreshExpiresAt; 10 11 // constructors, getters, setters... 12 } 13 14 // Secure token refresh with rotation 15 public CompletableFuture refreshAccessToken(String refreshToken, String userId) { 16 return CompletableFuture.supplyAsync(() -> { 17 try { 18 // Exchange refresh token for new tokens 19 TokenResponse tokenResponse = scalekit.authentication() 20 .exchangeCodeForTokens(TokenRequest.builder() 21 .refreshToken(refreshToken) 22 .grantType("refresh_token") 23 .build()); 24 25 // Store new tokens securely 26 TokenSet newTokens = new TokenSet(); 27 newTokens.setAccessToken(tokenResponse.getAccessToken()); 28 newTokens.setRefreshToken(tokenResponse.getRefreshToken()); // New refresh token 29 newTokens.setExpiresAt(Instant.now().plusSeconds(tokenResponse.getExpiresIn())); 30 newTokens.setRefreshExpiresAt(Instant.now().plus(30, ChronoUnit.DAYS)); 31 32 // Update token storage atomically 33 updateUserTokens(userId, newTokens); 34 35 // Invalidate old refresh token 36 invalidateRefreshToken(refreshToken); 37 38 return newTokens; 39 40 } catch (Exception e) { 41 // Handle refresh failure 42 if (e instanceof InvalidGrantException) { 43 // Refresh token expired or revoked 44 logoutUser(userId); 45 throw new AuthenticationException("Session expired, please login again"); 46 } 47 48 // Log security event 49 logSecurityEvent("token_refresh_failed", Map.of( 50 "user_id", userId, 51 "error", e.getMessage(), 52 "timestamp", Instant.now().toString() 53 )); 54 55 throw new RuntimeException(e); 56 } 57 }); 58 } 59 60 // Automatic token refresh interceptor 61 @Component 62 public class AutoRefreshInterceptor implements HandlerInterceptor { 63 64 @Override 65 public boolean preHandle(HttpServletRequest request, HttpServletResponse response, 66 Object handler) throws Exception { 67 HttpSession session = request.getSession(false); 68 if (session == null) return true; 69 70 TokenSet tokens = (TokenSet) session.getAttribute("tokens"); 71 if (tokens == null) return true; 72 73 // Check if token expires within 5 minutes 74 if (tokens.getExpiresAt().minus(5, ChronoUnit.MINUTES).isBefore(Instant.now())) { 75 try { 76 String userId = (String) session.getAttribute("userId"); 77 TokenSet newTokens = refreshAccessToken(tokens.getRefreshToken(), userId).get(); 78 session.setAttribute("tokens", newTokens); 79 } catch (Exception e) { 80 // Clear session on refresh failure 81 session.invalidate(); 82 response.setStatus(HttpServletResponse.SC_UNAUTHORIZED); 83 response.getWriter().write("{\"error\":\"Authentication required\"}"); 84 return false; 85 } 86 } 87 88 return true; 89 } 90 } ``` ## Security monitoring and incident response [Section titled “Security monitoring and incident response”](#security-monitoring-and-incident-response) ### Security event logging [Section titled “Security event logging”](#security-event-logging) Log security events for monitoring and analysis: security-events.js ```javascript 1 // Define security event types 2 const SECURITY_EVENTS = { 3 LOGIN_SUCCESS: 'login_success', 4 LOGIN_FAILURE: 'login_failure', 5 TOKEN_REFRESH: 'token_refresh', 6 SUSPICIOUS_ACTIVITY: 'suspicious_activity', 7 PRIVILEGE_ESCALATION: 'privilege_escalation', 8 DATA_ACCESS: 'sensitive_data_access' 9 }; 10 11 // Security event logger 12 async function logSecurityEvent(eventType, details) { 13 const event = { 14 type: eventType, 15 timestamp: new Date().toISOString(), 16 severity: getSeverityLevel(eventType), 17 details: { 18 ...details, 19 userAgent: details.userAgent, 20 ipAddress: details.ipAddress, 21 sessionId: details.sessionId 22 } 23 }; 24 25 // Store in security log 26 await securityLogger.log(event); 27 28 // Trigger alerts for high-severity events 29 if (event.severity === 'HIGH' || event.severity === 'CRITICAL') { 30 await triggerSecurityAlert(event); 31 } 32 } 33 34 // Anomaly detection 35 async function detectAnomalies(userId, loginEvent) { 36 const recentLogins = await getRecentLogins(userId, '24h'); 37 38 // Check for unusual patterns 39 const anomalies = []; 40 41 // Geographic anomaly 42 if (isUnusualLocation(loginEvent.location, recentLogins)) { 43 anomalies.push('unusual_location'); 44 } 45 46 // Time-based anomaly 47 if (isUnusualTime(loginEvent.timestamp, recentLogins)) { 48 anomalies.push('unusual_time'); 49 } 50 51 // Device anomaly 52 if (isUnusualDevice(loginEvent.device, recentLogins)) { 53 anomalies.push('unusual_device'); 54 } 55 56 if (anomalies.length > 0) { 57 await logSecurityEvent(SECURITY_EVENTS.SUSPICIOUS_ACTIVITY, { 58 userId, 59 anomalies, 60 loginEvent 61 }); 62 } 63 64 return anomalies; 65 } ``` ### Rate limiting and abuse prevention [Section titled “Rate limiting and abuse prevention”](#rate-limiting-and-abuse-prevention) Apply rate limiting to prevent abuse: * Node.js Advanced rate limiting ```javascript 1 // Multi-tier rate limiting 2 class SecurityRateLimiter { 3 constructor() { 4 this.limits = { 5 // Per-IP limits 6 login_attempts: { window: 900, max: 10 }, // 10 attempts per 15 min 7 token_requests: { window: 3600, max: 100 }, // 100 requests per hour 8 9 // Per-user limits 10 user_login_attempts: { window: 3600, max: 5 }, // 5 attempts per hour 11 user_token_refresh: { window: 3600, max: 50 }, // 50 refreshes per hour 12 13 // Global limits 14 total_requests: { window: 60, max: 10000 } // 10k requests per minute 15 }; 16 } 17 18 async checkLimit(type, identifier, customLimit = null) { 19 const limit = customLimit || this.limits[type]; 20 if (!limit) return { allowed: true }; 21 22 const key = `${type}:${identifier}`; 23 const current = await redis.get(key) || 0; 24 25 if (current >= limit.max) { 26 await this.logRateLimitExceeded(type, identifier, current); 27 return { 28 allowed: false, 29 retryAfter: await redis.ttl(key), 30 current: current, 31 max: limit.max 32 }; 33 } 34 35 // Increment counter with expiration 36 await redis.multi() 37 .incr(key) 38 .expire(key, limit.window) 39 .exec(); 40 41 return { allowed: true, current: current + 1, max: limit.max }; 42 } 43 44 // Dynamic rate limiting based on risk 45 async getDynamicLimit(type, riskScore) { 46 const baseLimit = this.limits[type]; 47 if (riskScore > 0.8) { 48 return { ...baseLimit, max: Math.floor(baseLimit.max * 0.2) }; 49 } else if (riskScore > 0.6) { 50 return { ...baseLimit, max: Math.floor(baseLimit.max * 0.5) }; 51 } 52 return baseLimit; 53 } 54 } 55 56 // Rate limiting middleware 57 async function rateLimitMiddleware(req, res, next) { 58 const limiter = new SecurityRateLimiter(); 59 const clientIP = req.ip; 60 const userId = req.session?.userId; 61 62 // Check IP-based limits 63 const ipLimit = await limiter.checkLimit('login_attempts', clientIP); 64 if (!ipLimit.allowed) { 65 return res.status(429).json({ 66 error: 'Too many requests', 67 retryAfter: ipLimit.retryAfter 68 }); 69 } 70 71 // Check user-based limits if authenticated 72 if (userId) { 73 const userLimit = await limiter.checkLimit('user_login_attempts', userId); 74 if (!userLimit.allowed) { 75 return res.status(429).json({ 76 error: 'Too many login attempts', 77 retryAfter: userLimit.retryAfter 78 }); 79 } 80 } 81 82 next(); 83 } ``` * Python Advanced rate limiting ```python 1 import asyncio 2 import time 3 from typing import Dict, Optional 4 5 class SecurityRateLimiter: 6 def __init__(self): 7 self.limits = { 8 # Per-IP limits 9 'login_attempts': {'window': 900, 'max': 10}, # 10 attempts per 15 min 10 'token_requests': {'window': 3600, 'max': 100}, # 100 requests per hour 11 12 # Per-user limits 13 'user_login_attempts': {'window': 3600, 'max': 5}, # 5 attempts per hour 14 'user_token_refresh': {'window': 3600, 'max': 50}, # 50 refreshes per hour 15 16 # Global limits 17 'total_requests': {'window': 60, 'max': 10000} # 10k requests per minute 18 } 19 20 async def check_limit(self, limit_type: str, identifier: str, custom_limit: Optional[Dict] = None): 21 limit = custom_limit or self.limits.get(limit_type) 22 if not limit: 23 return {'allowed': True} 24 25 key = f"{limit_type}:{identifier}" 26 current = await redis.get(key) or 0 27 current = int(current) 28 29 if current >= limit['max']: 30 await self.log_rate_limit_exceeded(limit_type, identifier, current) 31 ttl = await redis.ttl(key) 32 return { 33 'allowed': False, 34 'retry_after': ttl, 35 'current': current, 36 'max': limit['max'] 37 } 38 39 # Increment counter with expiration 40 pipeline = redis.pipeline() 41 pipeline.incr(key) 42 pipeline.expire(key, limit['window']) 43 await pipeline.execute() 44 45 return {'allowed': True, 'current': current + 1, 'max': limit['max']} 46 47 # Dynamic rate limiting based on risk 48 async def get_dynamic_limit(self, limit_type: str, risk_score: float): 49 base_limit = self.limits[limit_type].copy() 50 if risk_score > 0.8: 51 base_limit['max'] = int(base_limit['max'] * 0.2) 52 elif risk_score > 0.6: 53 base_limit['max'] = int(base_limit['max'] * 0.5) 54 return base_limit 55 56 # Rate limiting decorator 57 def rate_limit(limit_type: str): 58 def decorator(func): 59 async def wrapper(*args, **kwargs): 60 request = kwargs.get('request') or args[0] 61 limiter = SecurityRateLimiter() 62 client_ip = request.client.host 63 user_id = getattr(request.session, 'user_id', None) 64 65 # Check IP-based limits 66 ip_limit = await limiter.check_limit(limit_type, client_ip) 67 if not ip_limit['allowed']: 68 raise HTTPException( 69 status_code=429, 70 detail={ 71 'error': 'Too many requests', 72 'retry_after': ip_limit['retry_after'] 73 } 74 ) 75 76 # Check user-based limits if authenticated 77 if user_id: 78 user_limit = await limiter.check_limit(f'user_{limit_type}', user_id) 79 if not user_limit['allowed']: 80 raise HTTPException( 81 status_code=429, 82 detail={ 83 'error': 'Too many attempts', 84 'retry_after': user_limit['retry_after'] 85 } 86 ) 87 88 return await func(*args, **kwargs) 89 return wrapper 90 return decorator ``` * Go Advanced rate limiting ```go 1 import ( 2 "context" 3 "fmt" 4 "time" 5 ) 6 7 type RateLimit struct { 8 Window time.Duration 9 Max int 10 } 11 12 type SecurityRateLimiter struct { 13 limits map[string]RateLimit 14 redis RedisClient 15 } 16 17 func NewSecurityRateLimiter(redis RedisClient) *SecurityRateLimiter { 18 return &SecurityRateLimiter{ 19 redis: redis, 20 limits: map[string]RateLimit{ 21 // Per-IP limits 22 "login_attempts": {Window: 15 * time.Minute, Max: 10}, 23 "token_requests": {Window: time.Hour, Max: 100}, 24 25 // Per-user limits 26 "user_login_attempts": {Window: time.Hour, Max: 5}, 27 "user_token_refresh": {Window: time.Hour, Max: 50}, 28 29 // Global limits 30 "total_requests": {Window: time.Minute, Max: 10000}, 31 }, 32 } 33 } 34 35 type LimitResult struct { 36 Allowed bool 37 RetryAfter int64 38 Current int 39 Max int 40 } 41 42 func (rl *SecurityRateLimiter) CheckLimit(ctx context.Context, limitType, identifier string, customLimit *RateLimit) (*LimitResult, error) { 43 limit := customLimit 44 if limit == nil { 45 l, exists := rl.limits[limitType] 46 if !exists { 47 return &LimitResult{Allowed: true}, nil 48 } 49 limit = &l 50 } 51 52 key := fmt.Sprintf("%s:%s", limitType, identifier) 53 current, err := rl.redis.Get(ctx, key).Int() 54 if err != nil && err != redis.Nil { 55 return nil, err 56 } 57 58 if current >= limit.Max { 59 ttl, _ := rl.redis.TTL(ctx, key).Result() 60 await rl.logRateLimitExceeded(limitType, identifier, current) 61 return &LimitResult{ 62 Allowed: false, 63 RetryAfter: int64(ttl.Seconds()), 64 Current: current, 65 Max: limit.Max, 66 }, nil 67 } 68 69 // Increment counter with expiration 70 pipe := rl.redis.Pipeline() 71 pipe.Incr(ctx, key) 72 pipe.Expire(ctx, key, limit.Window) 73 _, err = pipe.Exec(ctx) 74 if err != nil { 75 return nil, err 76 } 77 78 return &LimitResult{ 79 Allowed: true, 80 Current: current + 1, 81 Max: limit.Max, 82 }, nil 83 } 84 85 // Dynamic rate limiting based on risk 86 func (rl *SecurityRateLimiter) GetDynamicLimit(limitType string, riskScore float64) *RateLimit { 87 baseLimit, exists := rl.limits[limitType] 88 if !exists { 89 return nil 90 } 91 92 if riskScore > 0.8 { 93 return &RateLimit{ 94 Window: baseLimit.Window, 95 Max: int(float64(baseLimit.Max) * 0.2), 96 } 97 } else if riskScore > 0.6 { 98 return &RateLimit{ 99 Window: baseLimit.Window, 100 Max: int(float64(baseLimit.Max) * 0.5), 101 } 102 } 103 104 return &baseLimit 105 } 106 107 // Rate limiting middleware 108 func (rl *SecurityRateLimiter) RateLimitMiddleware(limitType string) gin.HandlerFunc { 109 return func(c *gin.Context) { 110 clientIP := c.ClientIP() 111 userID, _ := c.Get("userID") 112 113 // Check IP-based limits 114 ipLimit, err := rl.CheckLimit(c.Request.Context(), limitType, clientIP, nil) 115 if err != nil { 116 c.JSON(500, gin.H{"error": "Internal server error"}) 117 c.Abort() 118 return 119 } 120 121 if !ipLimit.Allowed { 122 c.JSON(429, gin.H{ 123 "error": "Too many requests", 124 "retry_after": ipLimit.RetryAfter, 125 }) 126 c.Abort() 127 return 128 } 129 130 // Check user-based limits if authenticated 131 if userID != nil { 132 userLimit, err := rl.CheckLimit(c.Request.Context(), "user_"+limitType, userID.(string), nil) 133 if err != nil { 134 c.JSON(500, gin.H{"error": "Internal server error"}) 135 c.Abort() 136 return 137 } 138 139 if !userLimit.Allowed { 140 c.JSON(429, gin.H{ 141 "error": "Too many attempts", 142 "retry_after": userLimit.RetryAfter, 143 }) 144 c.Abort() 145 return 146 } 147 } 148 149 c.Next() 150 } 151 } ``` * Java Advanced rate limiting ```java 1 import java.time.Duration; 2 import java.time.Instant; 3 import java.util.Map; 4 import java.util.HashMap; 5 import java.util.concurrent.CompletableFuture; 6 7 public class RateLimit { 8 private final Duration window; 9 private final int max; 10 11 // constructors, getters... 12 } 13 14 @Component 15 public class SecurityRateLimiter { 16 private final Map limits; 17 private final RedisTemplate redisTemplate; 18 19 public SecurityRateLimiter(RedisTemplate redisTemplate) { 20 this.redisTemplate = redisTemplate; 21 this.limits = Map.of( 22 // Per-IP limits 23 "login_attempts", new RateLimit(Duration.ofMinutes(15), 10), 24 "token_requests", new RateLimit(Duration.ofHours(1), 100), 25 26 // Per-user limits 27 "user_login_attempts", new RateLimit(Duration.ofHours(1), 5), 28 "user_token_refresh", new RateLimit(Duration.ofHours(1), 50), 29 30 // Global limits 31 "total_requests", new RateLimit(Duration.ofMinutes(1), 10000) 32 ); 33 } 34 35 public static class LimitResult { 36 private final boolean allowed; 37 private final long retryAfter; 38 private final int current; 39 private final int max; 40 41 // constructors, getters... 42 } 43 44 public CompletableFuture checkLimit(String limitType, String identifier, RateLimit customLimit) { 45 return CompletableFuture.supplyAsync(() -> { 46 RateLimit limit = customLimit != null ? customLimit : limits.get(limitType); 47 if (limit == null) { 48 return new LimitResult(true, 0, 0, 0); 49 } 50 51 String key = limitType + ":" + identifier; 52 String currentStr = redisTemplate.opsForValue().get(key); 53 int current = currentStr != null ? Integer.parseInt(currentStr) : 0; 54 55 if (current >= limit.getMax()) { 56 Long ttl = redisTemplate.getExpire(key); 57 logRateLimitExceeded(limitType, identifier, current); 58 return new LimitResult(false, ttl, current, limit.getMax()); 59 } 60 61 // Increment counter with expiration 62 redisTemplate.opsForValue().increment(key); 63 redisTemplate.expire(key, limit.getWindow()); 64 65 return new LimitResult(true, 0, current + 1, limit.getMax()); 66 }); 67 } 68 69 // Dynamic rate limiting based on risk 70 public RateLimit getDynamicLimit(String limitType, double riskScore) { 71 RateLimit baseLimit = limits.get(limitType); 72 if (baseLimit == null) return null; 73 74 if (riskScore > 0.8) { 75 return new RateLimit(baseLimit.getWindow(), (int) (baseLimit.getMax() * 0.2)); 76 } else if (riskScore > 0.6) { 77 return new RateLimit(baseLimit.getWindow(), (int) (baseLimit.getMax() * 0.5)); 78 } 79 80 return baseLimit; 81 } 82 } 83 84 // Rate limiting interceptor 85 @Component 86 public class RateLimitInterceptor implements HandlerInterceptor { 87 88 private final SecurityRateLimiter rateLimiter; 89 90 public RateLimitInterceptor(SecurityRateLimiter rateLimiter) { 91 this.rateLimiter = rateLimiter; 92 } 93 94 @Override 95 public boolean preHandle(HttpServletRequest request, HttpServletResponse response, 96 Object handler) throws Exception { 97 String clientIP = getClientIP(request); 98 String userID = getUserID(request); 99 100 // Check IP-based limits 101 LimitResult ipLimit = rateLimiter.checkLimit("login_attempts", clientIP, null).get(); 102 if (!ipLimit.isAllowed()) { 103 response.setStatus(429); 104 response.getWriter().write(String.format( 105 "{\"error\":\"Too many requests\",\"retry_after\":%d}", 106 ipLimit.getRetryAfter() 107 )); 108 return false; 109 } 110 111 // Check user-based limits if authenticated 112 if (userID != null) { 113 LimitResult userLimit = rateLimiter.checkLimit("user_login_attempts", userID, null).get(); 114 if (!userLimit.isAllowed()) { 115 response.setStatus(429); 116 response.getWriter().write(String.format( 117 "{\"error\":\"Too many attempts\",\"retry_after\":%d}", 118 userLimit.getRetryAfter() 119 )); 120 return false; 121 } 122 } 123 124 return true; 125 } 126 127 private String getClientIP(HttpServletRequest request) { 128 String xForwardedFor = request.getHeader("X-Forwarded-For"); 129 if (xForwardedFor != null && !xForwardedFor.isEmpty()) { 130 return xForwardedFor.split(",")[0].trim(); 131 } 132 return request.getRemoteAddr(); 133 } 134 135 private String getUserID(HttpServletRequest request) { 136 HttpSession session = request.getSession(false); 137 return session != null ? (String) session.getAttribute("userID") : null; 138 } 139 } ``` ## Production security checklist [Section titled “Production security checklist”](#production-security-checklist) ### Pre-deployment validation [Section titled “Pre-deployment validation”](#pre-deployment-validation) 1. **Environment security** * \[ ] All secrets stored in secure environment variables * \[ ] HTTPS enforced in production (no mixed content) * \[ ] Security headers configured (HSTS, CSP, X-Frame-Options) * \[ ] Database connections encrypted 2. **Authentication configuration** * \[ ] Redirect URIs validated and restricted * \[ ] Token lifetimes appropriate for security requirements * \[ ] Refresh token rotation enabled * \[ ] State parameter validation implemented 3. **Session management** * \[ ] Secure session storage configured * \[ ] Session timeout policies defined * \[ ] Concurrent session limits set * \[ ] Session invalidation on logout 4. **Rate limiting and monitoring** * \[ ] Rate limiting configured for all auth endpoints * \[ ] Security event logging implemented * \[ ] Anomaly detection systems deployed * \[ ] Alert systems configured ### Security testing procedures [Section titled “Security testing procedures”](#security-testing-procedures) Test security measures before production deployment: Security testing commands ```bash 1 # OWASP ZAP security scan 2 zap-cli quick-scan --self-contained \ 3 --start-options '-config api.disablekey=true' \ 4 https://your-app.com 5 6 # SSL/TLS configuration test 7 testssl --full https://your-app.com 8 9 # CSRF protection test 10 curl -X POST https://your-app.com/auth/login \ 11 -H "Content-Type: application/json" \ 12 -d '{"email":"test@example.com"}' 13 14 # Rate limiting test 15 for i in {1..20}; do 16 curl -X POST https://your-app.com/auth/login \ 17 -H "Content-Type: application/json" \ 18 -d '{"email":"test@example.com","password":"wrong"}' 19 done ``` ### Incident response procedures [Section titled “Incident response procedures”](#incident-response-procedures) Define procedures for handling security incidents: 1. **Detection** - Automated alerts for suspicious activities 2. **Assessment** - Rapid impact evaluation and threat classification 3. **Containment** - Immediate actions to limit damage 4. **Investigation** - Forensic analysis and root cause identification 5. **Recovery** - System restoration and security improvements 6. **Communication** - Stakeholder notifications and compliance reporting Security is an ongoing process Security implementation continues after deployment. Review and update security measures regularly, monitor for new threats, and maintain incident response capabilities. ### Production requirements [Section titled “Production requirements”](#production-requirements) * **Use HTTPS** - Required in production for secure token transmission * **Store tokens securely** - Use HTTP-only cookies or secure server-side storage * **Validate redirects** - Configure allowed redirect URIs in your dashboard This guide provides the foundation for implementing robust authentication security. Combine these patterns with regular security assessments and stay updated on emerging threats. --- # DOCUMENT BOUNDARY --- # Migrate SSO without IdP reconfiguration for customers > Learn how to coexist with external SSO providers while gradually migrating to Scalekit's SSO solution Single Sign-On capability of your application allows users in your customer’s organizations to access your application using their existing credentials. In this guide, you will migrate SSO connections to Scalekit without requiring customers to reconfigure their identity providers from their existing SSO provider solutions such as Auth0 or WorkOS. ### Prerequisites [Section titled “Prerequisites”](#prerequisites) 1. You control DNS for your auth domain, and its CNAME points to your external SSO provider. 2. Scalekit is set up — you have [signed up](https://app.scalekit.com) and installed the [Scalekit SDK](https://docs.scalekit.com/authenticate/fsa/quickstart/#install-the-scalekit-sdk). Verify custom domain configurations Some existing customers will have configured their identity provider with necessary settings such as **SP Entity ID** and **ACS URL**. These should start with a domain that you own such as `auth.yourapp.com/rest/of/the/path` where CNAME is correctly configured with your external SSO provider. ## Approach to migrate SSO connections [Section titled “Approach to migrate SSO connections”](#approach-to-migrate-sso-connections) Our main goal is to make sure your current SSO connections keep working seamlessly, while enabling new connections to be set up with Scalekit—giving you the flexibility to migrate to Scalekit whenever you’re ready. This primarily involves two key components: 1. The data migration of tenant resources such as organizations and users. We provide a data migration utility to automate this approach. 2. A SSO proxy service that routes SSO connections between your existing SSO provider and Scalekit. We can assist with a ready-to-deploy SSO proxy service that best suits your infrastructure. Migration assistance available Scalekit offers specialized migration tools to streamline both data migration and SSO proxy configuration. For personalized assistance with your migration plan, [contact our support team](https://docs.scalekit.com/support/contact-us/). ## SSO proxy implementation [Section titled “SSO proxy implementation”](#sso-proxy-implementation) The SSO proxy ensures those connections continue to work while you gradually migrate. This approach is ideal when you prefer a staged rollout—move organizations one by one or all at once with data migration utilty without forcing customers to reconfigure SSO connection settings in their IdP. ### Proxy routes SSO requests to external providers or Scalekit [Section titled “Proxy routes SSO requests to external providers or Scalekit”](#proxy-routes-sso-requests-to-external-providers-or-scalekit) The SSO proxy acts as a smart router that directs authentication requests to the right provider. It sits between your application and both SSO systems, making migration seamless. 1. **Provider selection** Your app sends login requests with user information (email, domain, or organization ID). The proxy analyzes this data and routes authentication to either the external provider or Scalekit. 2. **Redirection to proxy domain** Users are redirected to your proxy domain (e.g., `auth.yourapp.com`) to begin authentication. This domain handles all SSO traffic during migration. 3. **Request forwarding** The proxy forwards authentication requests to the selected provider while preserving all necessary identifiers and session parameters. 4. **Identity provider processing** The user’s IdP processes authentication and sends responses (SAML or OIDC) back to your proxy domain via configured callback URLs. 5. **Response routing** The proxy examines response identifiers to determine which provider handled authentication and routes the callback accordingly. 6. **Code exchange** Your app receives an authorization code with a state indicator showing which provider processed the request. Use this information to complete the authentication flow. ## Set up provider selection in your auth server [Section titled “Set up provider selection in your auth server”](#set-up-provider-selection-in-your-auth-server) 1. **Maintain organization migration mapping** Store information about which organizations are migrated to Scalekit versus those still using external SSO providers. You can use a database, configuration file, or API endpoint based on your app architecture. This mapping determines which SSO provider to use for each organization. example: organization-mapping.js ```javascript 1 const organizationMapping = { 2 'megasoft.com': { provider: 'workos', migrated: false }, 3 'example.com': { provider: 'workos', migrated: false }, 4 'newcompany.com': { provider: 'scalekit', migrated: true } 5 }; ``` 2. **Implement conditional routing logic** Add logic to your authentication endpoint that checks the organization mapping and redirects users to the appropriate SSO provider. For migrated organizations, route to Scalekit; for others, use the external provider. example: auth-server.js ```javascript 1 app.post('/sso-login', (req, res) => { 2 const { email } = req.body; 3 const [, domain] = email.split('@'); 4 5 // Check for force Scalekit header (helpful for debugging) 6 const forceScalekit = req.headers['x-force-sk-route'] === 'yes'; 7 8 if (forceScalekit || organizationMapping[domain]?.migrated) { 9 // Route to Scalekit 10 const authUrl = scalekit.getAuthorizationUrl(redirectUri, { loginHint: email, domain }); 11 res.redirect(authUrl); 12 } else { 13 // Route to external provider 14 const authUrl = externalProvider.getAuthorizationUrl(redirectUri, { email }); 15 res.redirect(authUrl); 16 } 17 }); ``` Debugging tip Add the `x-force-sk-route: yes` header to force requests to Scalekit. This is especially helpful for troubleshooting - customers can use browser extensions like ModHeader to add this header and reproduce flow issues. 3. **SSO proxy handles provider interactions** The SSO proxy manages all interactions with SSO providers and identity providers. See the [SSO proxy architecture overview](#proxy-routes-sso-requests-to-external-providers-or-scalekit) section above for details on how this works. 4. **Create separate callback endpoints** Set up two callback endpoints to handle authorization codes from different providers. While you can use one endpoint, separate endpoints are recommended for clarity and easier debugging. Callback endpoints ```text 1 https://yourapp.com/auth/ext-provider/callback # External provider 2 https://yourapp.com/auth/scalekit/callback # Scalekit ``` 5. **Handle code exchange and user profile retrieval** Your callback endpoints receive authorization codes and exchange them for user profile details. The proxy adds state indicators to help identify which provider processed the authentication. example: callback-handlers.js ```javascript 1 // External provider callback 2 app.get("/auth/ext-provider/callback", async (req, res) => { 3 const { code, state } = req.query; 4 // Exchange code with external provider for user profile 5 const userProfile = await externalProvider.exchangeCode(code); 6 // Create session and redirect 7 }); 8 9 // Scalekit callback 10 app.get("/auth/scalekit/callback", async (req, res) => { 11 const { code } = req.query; 12 // Exchange code with Scalekit for user profile 13 const userProfile = await scalekit.authenticateWithCode(code, redirectUri); 14 // Create session and redirect 15 }); ``` Once you create equivalent organizations in Scalekit for the ones you plan to migrate, the proxy can begin routing callbacks to Scalekit for those organizations while others continue on the external provider. Once you create equivalent organizations in Scalekit for the ones you plan to migrate, the proxy can begin routing callbacks to Scalekit for those organizations while others continue on the external provider. 1. **Update organization mapping for migrated organizations** When organizations are ready for Scalekit, update your mapping to mark them as migrated. The proxy will automatically route these to Scalekit. 2. **Proxy routes Scalekit requests appropriately** The proxy detects migrated organizations and routes authentication to Scalekit while maintaining the same callback URLs for seamless user experience. 3. **Handle Scalekit callbacks** Use your existing Scalekit callback endpoint to process authentication responses and complete the login flow. Note Setting up an SSO proxy can be streamlined based on your infrastructure: * Ready to deploy SSO proxy setup on AWS Lambda * DNS configuration assistance with Cloudflare * Custom infrastructure requirements For any technical assistance with your specific environment or infrastructure needs, please [contact our team](https://docs.scalekit.com/support/contact-us/). We’re here to help ensure a smooth migration process. --- # DOCUMENT BOUNDARY --- # Pre-check SSO by domain > Validate that a user's email domain has an active SSO connection before redirecting to prevent dead-end redirects and improve user experience. When using discovery through `loginHint`, validate that the user’s email domain has an active SSO connection before redirecting. This prevents dead-end redirects and improves user experience by routing users to the correct authentication path. ## When to use domain pre-checking [Section titled “When to use domain pre-checking”](#when-to-use-domain-pre-checking) Use domain pre-checking when: * You implement identifier-driven or SSO button flows that collect email first * You infer SSO availability from the user’s email domain * You want to show helpful error messages for domains without SSO Skip this check when: * You already pass `organizationId` explicitly (you know the organization) * You implement organization-specific pages where SSO is always available ## Implementation workflow [Section titled “Implementation workflow”](#implementation-workflow) 1. ## Capture the user’s email and extract the domain [Section titled “Capture the user’s email and extract the domain”](#capture-the-users-email-and-extract-the-domain) First, collect the user’s email address through your login form. Login form handler ```javascript 1 // Extract domain from user's email 2 const email = req.body.email; 3 const domain = email.split('@')[1]; // e.g., "acmecorp.com" ``` 2. ## Query for SSO connections by domain [Section titled “Query for SSO connections by domain”](#query-for-sso-connections-by-domain) Use the Scalekit API to check if the domain has an active SSO connection configured. * Node.js Express.js ```javascript 1 // Use case: Check if user's domain has SSO before redirecting 2 app.post('/auth/check-sso', async (req, res) => { 3 const { email } = req.body; 4 const domain = email.split('@')[1]; 5 6 try { 7 // Query Scalekit for connections matching this domain 8 const connections = await scalekit.connection.listConnections({ 9 domain: domain 10 }); 11 12 if (connections.length > 0) { 13 // Domain has active SSO - redirect to SSO login 14 const authorizationURL = scalekit.getAuthorizationUrl( 15 process.env.REDIRECT_URI, 16 { loginHint: email } 17 ); 18 res.json({ ssoAvailable: true, redirectUrl: authorizationURL }); 19 } else { 20 // No SSO configured - route to password or social login 21 res.json({ ssoAvailable: false, message: 'Please use password login' }); 22 } 23 } catch (error) { 24 console.error('Failed to check SSO availability:', error); 25 res.status(500).json({ error: 'sso_check_failed' }); 26 } 27 }); ``` * Python Flask ```python 1 # Use case: Check if user's domain has SSO before redirecting 2 @app.route('/auth/check-sso', methods=['POST']) 3 def check_sso(): 4 data = request.get_json() 5 email = data.get('email') 6 domain = email.split('@')[1] 7 8 try: 9 # Query Scalekit for connections matching this domain 10 connections = scalekit_client.connection.list_connections( 11 domain=domain 12 ) 13 14 if len(connections) > 0: 15 # Domain has active SSO - redirect to SSO login 16 options = AuthorizationUrlOptions() 17 options.login_hint = email 18 authorization_url = scalekit_client.get_authorization_url( 19 redirect_uri=os.getenv("REDIRECT_URI"), 20 options=options 21 ) 22 return jsonify({ 23 'ssoAvailable': True, 24 'redirectUrl': authorization_url 25 }) 26 else: 27 # No SSO configured - route to password or social login 28 return jsonify({ 29 'ssoAvailable': False, 30 'message': 'Please use password login' 31 }) 32 except Exception as error: 33 print(f"Failed to check SSO availability: {error}") 34 return jsonify({'error': 'sso_check_failed'}), 500 ``` * Go Gin ```go 1 // Use case: Check if user's domain has SSO before redirecting 2 func checkSSOHandler(c *gin.Context) { 3 var body struct { 4 Email string `json:"email"` 5 } 6 c.BindJSON(&body) 7 8 domain := strings.Split(body.Email, "@")[1] 9 10 // Query Scalekit for connections matching this domain 11 connections, err := scalekitClient.Connection.ListConnections( 12 &scalekit.ListConnectionsOptions{ 13 Domain: domain, 14 }, 15 ) 16 17 if err != nil { 18 log.Printf("Failed to check SSO availability: %v", err) 19 c.JSON(http.StatusInternalServerError, gin.H{"error": "sso_check_failed"}) 20 return 21 } 22 23 if len(connections) > 0 { 24 // Domain has active SSO - redirect to SSO login 25 authorizationURL, _ := scalekitClient.GetAuthorizationUrl( 26 os.Getenv("REDIRECT_URI"), 27 scalekit.AuthorizationUrlOptions{ 28 LoginHint: body.Email, 29 }, 30 ) 31 c.JSON(http.StatusOK, gin.H{ 32 "ssoAvailable": true, 33 "redirectUrl": authorizationURL, 34 }) 35 } else { 36 // No SSO configured - route to password or social login 37 c.JSON(http.StatusOK, gin.H{ 38 "ssoAvailable": false, 39 "message": "Please use password login", 40 }) 41 } 42 } ``` * Java Spring Boot ```java 1 // Use case: Check if user's domain has SSO before redirecting 2 @PostMapping(path = "/auth/check-sso") 3 public ResponseEntity> checkSSOHandler(@RequestBody CheckSSORequest body) { 4 String email = body.getEmail(); 5 String domain = email.split("@")[1]; 6 7 try { 8 // Query Scalekit for connections matching this domain 9 ListConnectionsResponse connections = scalekitClient 10 .connection() 11 .listConnections( 12 new ListConnectionsOptions().setDomain(domain) 13 ); 14 15 if (!connections.getConnections().isEmpty()) { 16 // Domain has active SSO - redirect to SSO login 17 String authorizationURL = scalekitClient 18 .authentication() 19 .getAuthorizationUrl( 20 System.getenv("REDIRECT_URI"), 21 new AuthorizationUrlOptions().setLoginHint(email) 22 ) 23 .toString(); 24 25 Map response = new HashMap<>(); 26 response.put("ssoAvailable", true); 27 response.put("redirectUrl", authorizationURL); 28 return ResponseEntity.ok(response); 29 } else { 30 // No SSO configured - route to password or social login 31 Map response = new HashMap<>(); 32 response.put("ssoAvailable", false); 33 response.put("message", "Please use password login"); 34 return ResponseEntity.ok(response); 35 } 36 } catch (Exception error) { 37 System.err.println("Failed to check SSO availability: " + error.getMessage()); 38 return ResponseEntity.status(HttpStatus.INTERNAL_SERVER_ERROR) 39 .body(Collections.singletonMap("error", "sso_check_failed")); 40 } 41 } ``` 3. ## Route users based on SSO availability [Section titled “Route users based on SSO availability”](#route-users-based-on-sso-availability) Based on the API response, either redirect to SSO or show alternative authentication options. Client-side routing ```javascript 1 // Handle the response from your backend 2 const response = await fetch('/auth/check-sso', { 3 method: 'POST', 4 headers: { 'Content-Type': 'application/json' }, 5 body: JSON.stringify({ email: userEmail }) 6 }); 7 8 const data = await response.json(); 9 10 if (data.ssoAvailable) { 11 // Redirect to SSO login 12 window.location.href = data.redirectUrl; 13 } else { 14 // Show password login or social authentication options 15 showPasswordLoginForm(); 16 } ``` Note This API returns results only when organizations have configured their domains in Scalekit through **Dashboard > Organizations > \[Organization] > Domains**. See the [connections API reference](https://docs.scalekit.com/apis/#tag/connections/get/api/v1/connections) for complete details. --- # DOCUMENT BOUNDARY --- # Link to billing, CRM & HR systems > Production-ready patterns for linking Scalekit organizations and users to Stripe, Salesforce, Workday and other enterprise systems using external identifiers External identifiers enable seamless integration between Scalekit and your existing business systems. This guide provides practical patterns for implementing these integrations across common enterprise scenarios including billing platforms, CRM systems, HR systems, and multi-system workflows. ## Integration patterns overview [Section titled “Integration patterns overview”](#integration-patterns-overview) External IDs serve as the bridge between Scalekit’s authentication system and your business infrastructure. Common integration scenarios include: * **Billing and subscription management** - Link customers to payment platforms like Stripe, Chargebee * **Customer relationship management** - Sync with Salesforce, HubSpot, Pipedrive * **Human resources systems** - Connect with Workday, BambooHR, ADP * **Internal tools and databases** - Maintain consistency across custom applications * **Multi-system orchestration** - Coordinate data across multiple platforms ## Billing system integration [Section titled “Billing system integration”](#billing-system-integration) Connect organizations and users with your billing platform to track subscriptions, handle payment events, and maintain customer lifecycle data. ### Stripe integration example [Section titled “Stripe integration example”](#stripe-integration-example) This example shows how to handle subscription updates by finding organizations using external IDs and updating their metadata accordingly. * Node.js Stripe webhook handler ```javascript 1 // When a customer subscribes via Stripe 2 app.post('/stripe/webhook', async (req, res) => { 3 const event = req.body; 4 5 if (event.type === 'customer.subscription.updated') { 6 const customerId = event.data.object.customer; 7 8 // Find organization by external ID (Stripe customer ID) 9 const org = await scalekit.organization.getByExternalId(customerId); 10 11 if (org) { 12 // Update subscription metadata 13 await scalekit.organization.update(org.id, { 14 metadata: { 15 ...org.metadata, 16 subscription_status: event.data.object.status, 17 plan_type: event.data.object.items.data[0].price.lookup_key, 18 last_billing_update: new Date().toISOString(), 19 subscription_current_period_end: new Date(event.data.object.current_period_end * 1000).toISOString() 20 } 21 }); 22 23 // Use case: Automatically provision/deprovision features based on subscription status 24 if (event.data.object.status === 'active') { 25 await enablePremiumFeatures(org.id); 26 } else if (event.data.object.status === 'canceled') { 27 await disablePremiumFeatures(org.id); 28 } 29 } 30 } 31 32 // Handle customer deletion 33 if (event.type === 'customer.deleted') { 34 const customerId = event.data.object.id; 35 const org = await scalekit.organization.getByExternalId(customerId); 36 37 if (org) { 38 await scalekit.organization.update(org.id, { 39 metadata: { 40 ...org.metadata, 41 billing_status: 'deleted', 42 deletion_date: new Date().toISOString() 43 } 44 }); 45 } 46 } 47 48 res.status(200).send('OK'); 49 }); ``` * Python Stripe webhook handler ```python 1 # When a customer subscribes via Stripe 2 @app.route('/stripe/webhook', methods=['POST']) 3 def stripe_webhook(): 4 event = request.json 5 6 if event['type'] == 'customer.subscription.updated': 7 customer_id = event['data']['object']['customer'] 8 9 # Find organization by external ID (Stripe customer ID) 10 org = scalekit.organization.get_by_external_id(customer_id) 11 12 if org: 13 # Update subscription metadata 14 updated_metadata = { 15 **org.metadata, 16 'subscription_status': event['data']['object']['status'], 17 'plan_type': event['data']['object']['items']['data'][0]['price']['lookup_key'], 18 'last_billing_update': datetime.utcnow().isoformat(), 19 'subscription_current_period_end': datetime.fromtimestamp( 20 event['data']['object']['current_period_end'] 21 ).isoformat() 22 } 23 24 scalekit.organization.update(org.id, {'metadata': updated_metadata}) 25 26 # Use case: Automatically provision/deprovision features based on subscription status 27 if event['data']['object']['status'] == 'active': 28 enable_premium_features(org.id) 29 elif event['data']['object']['status'] == 'canceled': 30 disable_premium_features(org.id) 31 32 # Handle customer deletion 33 elif event['type'] == 'customer.deleted': 34 customer_id = event['data']['object']['id'] 35 org = scalekit.organization.get_by_external_id(customer_id) 36 37 if org: 38 updated_metadata = { 39 **org.metadata, 40 'billing_status': 'deleted', 41 'deletion_date': datetime.utcnow().isoformat() 42 } 43 scalekit.organization.update(org.id, {'metadata': updated_metadata}) 44 45 return 'OK', 200 ``` ### Best practices for billing integration [Section titled “Best practices for billing integration”](#best-practices-for-billing-integration) * **Use Stripe customer IDs as external IDs** for organizations to enable quick lookups during webhook processing * **Store subscription metadata** in organization records for immediate access in your application * **Handle subscription lifecycle events** (trial start, subscription active, canceled, past due) * **Implement idempotency** in webhook handlers to prevent duplicate processing * **Use external IDs for user-level billing** when implementing per-seat pricing models ## CRM synchronization [Section titled “CRM synchronization”](#crm-synchronization) Keep organization and user data synchronized between Scalekit and your CRM system to maintain consistent customer records and enable sales team workflows. ### Salesforce integration example [Section titled “Salesforce integration example”](#salesforce-integration-example) * Node.js Salesforce sync integration ```javascript 1 // Sync organization data with Salesforce 2 async function syncOrganizationWithCRM(organizationId, salesforceAccountId) { 3 try { 4 // Fetch account data from Salesforce 5 const crmData = await salesforce.getAccount(salesforceAccountId); 6 7 // Update Scalekit organization with CRM data 8 await scalekit.organization.update(organizationId, { 9 metadata: { 10 salesforce_account_id: salesforceAccountId, 11 industry: crmData.Industry, 12 annual_revenue: crmData.AnnualRevenue, 13 account_owner: crmData.Owner.Name, 14 account_type: crmData.Type, 15 company_size: crmData.NumberOfEmployees, 16 last_crm_sync: new Date().toISOString(), 17 crm_last_modified: crmData.LastModifiedDate 18 } 19 }); 20 21 // Use case: Update user permissions based on account type 22 if (crmData.Type === 'Enterprise') { 23 await enableEnterpriseFeatures(organizationId); 24 } 25 26 } catch (error) { 27 console.error('CRM sync failed:', error); 28 // Log sync failure for monitoring 29 await logSyncFailure('salesforce', organizationId, error); 30 } 31 } 32 33 // Sync user data with Salesforce contacts 34 async function syncUserWithCRM(userId, organizationId, salesforceContactId) { 35 try { 36 const contactData = await salesforce.getContact(salesforceContactId); 37 38 await scalekit.user.updateUser(userId, { 39 metadata: { 40 salesforce_contact_id: salesforceContactId, 41 job_title: contactData.Title, 42 department: contactData.Department, 43 territory: contactData.Sales_Territory__c, 44 last_crm_contact_sync: new Date().toISOString() 45 } 46 }); 47 48 } catch (error) { 49 console.error('User CRM sync failed:', error); 50 } 51 } 52 53 // Bidirectional sync: Update Salesforce when Scalekit data changes 54 async function updateCRMFromScalekit(organizationId) { 55 const org = await scalekit.organization.getById(organizationId); 56 57 if (org.metadata.salesforce_account_id) { 58 await salesforce.updateAccount(org.metadata.salesforce_account_id, { 59 Last_Login_Date__c: new Date().toISOString(), 60 Active_Users__c: await getUserCount(organizationId), 61 Subscription_Status__c: org.metadata.plan_type 62 }); 63 } 64 } ``` * Python Salesforce sync integration ```python 1 # Sync organization data with Salesforce 2 async def sync_organization_with_crm(organization_id, salesforce_account_id): 3 try: 4 # Fetch account data from Salesforce 5 crm_data = await salesforce.get_account(salesforce_account_id) 6 7 # Update Scalekit organization with CRM data 8 metadata = { 9 'salesforce_account_id': salesforce_account_id, 10 'industry': crm_data.get('Industry'), 11 'annual_revenue': crm_data.get('AnnualRevenue'), 12 'account_owner': crm_data.get('Owner', {}).get('Name'), 13 'account_type': crm_data.get('Type'), 14 'company_size': crm_data.get('NumberOfEmployees'), 15 'last_crm_sync': datetime.utcnow().isoformat(), 16 'crm_last_modified': crm_data.get('LastModifiedDate') 17 } 18 19 scalekit.organization.update(organization_id, {'metadata': metadata}) 20 21 # Use case: Update user permissions based on account type 22 if crm_data.get('Type') == 'Enterprise': 23 await enable_enterprise_features(organization_id) 24 25 except Exception as error: 26 print(f'CRM sync failed: {error}') 27 # Log sync failure for monitoring 28 await log_sync_failure('salesforce', organization_id, str(error)) 29 30 # Sync user data with Salesforce contacts 31 async def sync_user_with_crm(user_id, organization_id, salesforce_contact_id): 32 try: 33 contact_data = await salesforce.get_contact(salesforce_contact_id) 34 35 metadata = { 36 'salesforce_contact_id': salesforce_contact_id, 37 'job_title': contact_data.get('Title'), 38 'department': contact_data.get('Department'), 39 'territory': contact_data.get('Sales_Territory__c'), 40 'last_crm_contact_sync': datetime.utcnow().isoformat() 41 } 42 43 scalekit.user.update_user(user_id, {'metadata': metadata}) 44 45 except Exception as error: 46 print(f'User CRM sync failed: {error}') 47 48 # Bidirectional sync: Update Salesforce when Scalekit data changes 49 async def update_crm_from_scalekit(organization_id): 50 org = scalekit.organization.get_by_id(organization_id) 51 52 if org.metadata.get('salesforce_account_id'): 53 await salesforce.update_account(org.metadata['salesforce_account_id'], { 54 'Last_Login_Date__c': datetime.utcnow().isoformat(), 55 'Active_Users__c': await get_user_count(organization_id), 56 'Subscription_Status__c': org.metadata.get('plan_type') 57 }) ``` ### CRM integration best practices [Section titled “CRM integration best practices”](#crm-integration-best-practices) * **Use CRM record IDs as external IDs** to enable quick bidirectional lookups * **Implement scheduled sync jobs** to keep data fresh without overloading APIs * **Handle API rate limits** with exponential backoff and queuing * **Store sync timestamps** to enable incremental updates * **Log sync failures** for monitoring and debugging * **Implement conflict resolution** for bidirectional sync scenarios ## HR system integration [Section titled “HR system integration”](#hr-system-integration) Connect user records with HR systems to automate provisioning, maintain employee data, and handle organizational changes. ### Workday integration pattern [Section titled “Workday integration pattern”](#workday-integration-pattern) HR system integration example ```javascript 1 // Sync user data with HR system during onboarding 2 async function syncNewEmployeeWithScalekit(employeeData) { 3 const { employee_id, email, first_name, last_name, department, start_date, manager_email } = employeeData; 4 5 // Find organization by domain or external ID 6 const domain = email.split('@')[1]; 7 const organization = await scalekit.organization.getByDomain(domain); 8 9 if (organization) { 10 // Create user with HR system external ID 11 const { user } = await scalekit.user.createUserAndMembership(organization.id, { 12 email: email, 13 externalId: employee_id, // HR system employee ID 14 metadata: { 15 hr_employee_id: employee_id, 16 department: department, 17 start_date: start_date, 18 manager_email: manager_email, 19 employee_status: 'active', 20 hr_last_sync: new Date().toISOString() 21 }, 22 userProfile: { 23 firstName: first_name, 24 lastName: last_name 25 }, 26 sendInvitationEmail: true 27 }); 28 29 // Use case: Assign department-based roles 30 await assignDepartmentRoles(user.id, department); 31 32 return user; 33 } 34 } 35 36 // Handle employee status changes 37 async function handleEmployeeStatusChange(employee_id, status) { 38 try { 39 // Find user by HR system external ID 40 const user = await scalekit.user.getUserByExternalId(organization.id, employee_id); 41 42 if (user) { 43 if (status === 'terminated') { 44 // Disable user access 45 await scalekit.user.updateUser(user.id, { 46 metadata: { 47 ...user.metadata, 48 employee_status: 'terminated', 49 termination_date: new Date().toISOString() 50 } 51 }); 52 53 // Remove from organization 54 await scalekit.user.removeMembership(user.id, organization.id); 55 56 } else if (status === 'on_leave') { 57 // Temporarily suspend access 58 await scalekit.user.updateUser(user.id, { 59 metadata: { 60 ...user.metadata, 61 employee_status: 'on_leave', 62 leave_start_date: new Date().toISOString() 63 } 64 }); 65 } 66 } 67 } catch (error) { 68 console.error('HR status sync failed:', error); 69 } 70 } ``` ## Multi-system integration workflows [Section titled “Multi-system integration workflows”](#multi-system-integration-workflows) Orchestrate data across multiple systems using external IDs as the common identifier thread. ### Customer lifecycle automation [Section titled “Customer lifecycle automation”](#customer-lifecycle-automation) Multi-system workflow example ```javascript 1 // Complete customer onboarding workflow 2 async function onboardNewCustomer(customerData) { 3 const { company_name, admin_email, plan_type, salesforce_account_id, stripe_customer_id } = customerData; 4 5 try { 6 // 1. Create organization in Scalekit 7 const organization = await scalekit.organization.create({ 8 display_name: company_name, 9 external_id: stripe_customer_id, // Use billing system ID as primary external ID 10 metadata: { 11 plan_type: plan_type, 12 salesforce_account_id: salesforce_account_id, 13 stripe_customer_id: stripe_customer_id, 14 onboarding_status: 'pending', 15 created_date: new Date().toISOString() 16 } 17 }); 18 19 // 2. Create admin user 20 const { user } = await scalekit.user.createUserAndMembership(organization.id, { 21 email: admin_email, 22 externalId: `${stripe_customer_id}_admin`, // Composite external ID 23 metadata: { 24 role_type: 'admin', 25 onboarding_step: 'account_created' 26 }, 27 sendInvitationEmail: true 28 }); 29 30 // 3. Update CRM with Scalekit IDs 31 await salesforce.updateAccount(salesforce_account_id, { 32 Scalekit_Organization_ID__c: organization.id, 33 Scalekit_Admin_User_ID__c: user.id, 34 Onboarding_Status__c: 'In Progress' 35 }); 36 37 // 4. Configure billing in Stripe 38 await stripe.customers.update(stripe_customer_id, { 39 metadata: { 40 scalekit_org_id: organization.id, 41 scalekit_admin_user_id: user.id 42 } 43 }); 44 45 // 5. Send onboarding notifications 46 await sendOnboardingEmail(admin_email, organization.id); 47 await notifySalesTeam(salesforce_account_id, 'customer_onboarded'); 48 49 return { organization, user }; 50 51 } catch (error) { 52 console.error('Customer onboarding failed:', error); 53 // Rollback logic here 54 throw error; 55 } 56 } ``` ## Error handling and retry patterns [Section titled “Error handling and retry patterns”](#error-handling-and-retry-patterns) Implement robust error handling for external system integrations to ensure data consistency and reliability. ### Retry with exponential backoff [Section titled “Retry with exponential backoff”](#retry-with-exponential-backoff) Robust integration error handling ```javascript 1 // Utility function for retrying API calls with exponential backoff 2 async function retryWithBackoff(fn, maxRetries = 3, baseDelay = 1000) { 3 for (let attempt = 1; attempt <= maxRetries; attempt++) { 4 try { 5 return await fn(); 6 } catch (error) { 7 if (attempt === maxRetries) { 8 throw error; 9 } 10 11 // Exponential backoff with jitter 12 const delay = baseDelay * Math.pow(2, attempt - 1) + Math.random() * 1000; 13 await new Promise(resolve => setTimeout(resolve, delay)); 14 } 15 } 16 } 17 18 // Resilient external ID lookup 19 async function findOrganizationWithRetry(externalId) { 20 return retryWithBackoff(async () => { 21 const org = await scalekit.organization.getByExternalId(externalId); 22 if (!org) { 23 throw new Error(`Organization not found for external ID: ${externalId}`); 24 } 25 return org; 26 }); 27 } 28 29 // Webhook processing with error handling 30 app.post('/webhook', async (req, res) => { 31 try { 32 const { external_id, event_type, data } = req.body; 33 34 // Find organization with retry logic 35 const organization = await findOrganizationWithRetry(external_id); 36 37 // Process the webhook data 38 await processWebhookEvent(organization, event_type, data); 39 40 res.status(200).json({ status: 'success' }); 41 42 } catch (error) { 43 console.error('Webhook processing failed:', error); 44 45 // Queue for retry if it's a temporary failure 46 if (isRetryableError(error)) { 47 await queueWebhookForRetry(req.body); 48 res.status(202).json({ status: 'queued_for_retry' }); 49 } else { 50 res.status(400).json({ status: 'error', message: error.message }); 51 } 52 } 53 }); 54 55 function isRetryableError(error) { 56 return error.code === 'NETWORK_ERROR' || 57 error.code === 'RATE_LIMITED' || 58 error.status >= 500; 59 } ``` ## Security considerations [Section titled “Security considerations”](#security-considerations) When implementing external ID integrations, follow these security best practices: ### Webhook security [Section titled “Webhook security”](#webhook-security) Secure webhook handling ```javascript 1 // Verify webhook signatures 2 function verifyWebhookSignature(payload, signature, secret) { 3 const expectedSignature = crypto 4 .createHmac('sha256', secret) 5 .update(payload) 6 .digest('hex'); 7 8 return crypto.timingSafeEqual( 9 Buffer.from(signature, 'hex'), 10 Buffer.from(expectedSignature, 'hex') 11 ); 12 } 13 14 // Rate limiting for webhook endpoints 15 const webhookLimiter = rateLimit({ 16 windowMs: 1 * 60 * 1000, // 1 minute 17 max: 100, // limit each IP to 100 requests per windowMs 18 message: 'Too many webhook requests from this IP' 19 }); 20 21 app.post('/webhook', webhookLimiter, (req, res) => { 22 // Verify signature before processing 23 if (!verifyWebhookSignature(req.body, req.headers['x-signature'], process.env.WEBHOOK_SECRET)) { 24 return res.status(401).json({ error: 'Invalid signature' }); 25 } 26 27 // Process webhook... 28 }); ``` ### Data validation and sanitization [Section titled “Data validation and sanitization”](#data-validation-and-sanitization) * **Validate external IDs** before using them in database queries * **Sanitize metadata** to prevent injection attacks * **Use prepared statements** for database operations * **Implement input validation** for all external data * **Log security events** for monitoring and auditing Tip External IDs and metadata are included in JWT tokens when users authenticate, making this information immediately available in your application without additional API calls. This enables real-time feature toggles and personalization based on external system data. ## Monitoring and observability [Section titled “Monitoring and observability”](#monitoring-and-observability) Implement comprehensive monitoring for external ID integrations to ensure system health and quick issue resolution. ### Integration health monitoring [Section titled “Integration health monitoring”](#integration-health-monitoring) Integration monitoring example ```javascript 1 // Track integration health metrics 2 class IntegrationMonitor { 3 constructor() { 4 this.metrics = { 5 successful_syncs: 0, 6 failed_syncs: 0, 7 average_sync_time: 0, 8 last_successful_sync: null 9 }; 10 } 11 12 async recordSyncAttempt(system, success, duration) { 13 if (success) { 14 this.metrics.successful_syncs++; 15 this.metrics.last_successful_sync = new Date(); 16 } else { 17 this.metrics.failed_syncs++; 18 } 19 20 // Update average sync time 21 this.updateAverageSyncTime(duration); 22 23 // Send metrics to monitoring system 24 await this.sendMetrics(system, this.metrics); 25 } 26 27 updateAverageSyncTime(duration) { 28 const totalSyncs = this.metrics.successful_syncs + this.metrics.failed_syncs; 29 this.metrics.average_sync_time = 30 (this.metrics.average_sync_time * (totalSyncs - 1) + duration) / totalSyncs; 31 } 32 } 33 34 // Usage in integration functions 35 const monitor = new IntegrationMonitor(); 36 37 async function syncWithExternalSystem(externalId, data) { 38 const startTime = Date.now(); 39 let success = false; 40 41 try { 42 await performSync(externalId, data); 43 success = true; 44 } catch (error) { 45 console.error('Sync failed:', error); 46 throw error; 47 } finally { 48 const duration = Date.now() - startTime; 49 await monitor.recordSyncAttempt('external_system', success, duration); 50 } 51 } ``` ## Best practices summary [Section titled “Best practices summary”](#best-practices-summary) ### External ID management [Section titled “External ID management”](#external-id-management) * **Use meaningful, stable identifiers** from your primary business system * **Implement consistent naming conventions** across all external IDs * **Handle ID migration scenarios** when external systems change * **Validate external IDs** before using them in operations ### Integration reliability [Section titled “Integration reliability”](#integration-reliability) * **Implement retry logic** with exponential backoff for API calls * **Use webhooks for real-time sync** and scheduled jobs for periodic reconciliation * **Handle rate limits** gracefully with queuing and backoff strategies * **Monitor integration health** with comprehensive metrics and alerting ### Security and compliance [Section titled “Security and compliance”](#security-and-compliance) * **Verify webhook signatures** to ensure authenticity * **Implement rate limiting** on webhook endpoints * **Validate and sanitize** all external data * **Audit integration activities** for compliance requirements ### Performance optimization [Section titled “Performance optimization”](#performance-optimization) * **Cache frequently accessed external ID mappings** * **Batch operations** where possible to reduce API calls * **Use appropriate timeouts** for external API calls * **Implement circuit breakers** for unreliable external services This integration approach enables seamless data flow between Scalekit and your business systems while maintaining security, reliability, and performance standards. --- # DOCUMENT BOUNDARY --- # Modular social logins > Learn how to integrate modular social logins module with Scalekit Social login enables authentication through existing accounts from providers like Google, Microsoft, and GitHub. Users don’t need to create or remember new credentials, making the sign-in process faster and more convenient. This guide explains how to implement social login in your application with Scalekit’s OAuth 2.0 integration. ![How Scalekit works](/.netlify/images?url=_astro%2F0.CtcbvoxC.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) 1. ## Set up Scalekit [Section titled “Set up Scalekit”](#set-up-scalekit) Use the following instructions to install the SDK for your technology stack. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` Follow the [installation guide](/authenticate/set-up-scalekit/) to configure Scalekit in your application. Go to Dashboard > Authentication > General to **turn off the Full-Stack Auth** since you’d use the modular social logins module. This disables user management and session management features and let’s to only use social login authentication. 2. ## Configure social login providers [Section titled “Configure social login providers”](#configure-social-login-providers) Google login is pre-configured in all development environments for simplified testing. You can integrate additional social login providers by setting up your own connection credentials with each provider. Navigate to **Authentication** > **Auth Methods** > **Social logins** in your dashboard to configure these settings ### Google Enable users to sign in with their Google accounts using OAuth 2.0 [Set up →](/guides/integrations/social-connections/google) ### GitHub Allow users to authenticate using their GitHub credentials [Set up →](/guides/integrations/social-connections/github) ### Microsoft Integrate Microsoft accounts for seamless user authentication [Set up →](/guides/integrations/social-connections/microsoft) ### GitLab Enable GitLab-based authentication for your application [Set up →](/guides/integrations/social-connections/gitlab) ### LinkedIn Let users sign in with their LinkedIn accounts using OAuth 2.0 [Set up →](/guides/integrations/social-connections/linkedin) ### Salesforce Enable Salesforce-based authentication for your application [Set up →](/guides/integrations/social-connections/salesforce) After configuration, Scalekit can interact with these providers to authenticate users and verify their identities. 3. ## From your application, redirect users to provider’s OAuth pages [Section titled “From your application, redirect users to provider’s OAuth pages”](#from-your-application-redirect-users-to-providers-oauth-pages) Create an authorization URL to redirect users to social provider’s sign-in page. Use the Scalekit SDK to construct this URL with your redirect URI and provider identifier. Supported `provider` values: `google`, `microsoft`, `github`, `salesforce`, `linkedin`, `gitlab` * Node.js ```javascript 1 // 2 const authorizationURL = scalekit.getAuthorizationUrl(redirectUri, { 3 provider: 'google', 4 state: state, // recommended 5 }); 6 7 /* 8 https://auth.scalekit.com/authorize? 9 client_id=skc_122056050118122349527& 10 redirect_uri=https://yourapp.com/auth/callback& 11 provider=google 12 */ ``` * Python ```python 1 options = AuthorizationUrlOptions() 2 3 options.provider = 'google' 4 5 authorization_url = scalekit_client.get_authorization_url( 6 redirect_uri=, 7 options=options 8 ) ``` * Go ```go 1 options := scalekitClient.AuthorizationUrlOptions{} 2 // Pass the social login provider details while constructing the authorization URL. 3 options.Provider = "google" 4 5 authorizationURL := scalekitClient.GetAuthorizationUrl( 6 redirectUrl, 7 options, 8 ) 9 // Next step is to redirect the user to this authorization URL 10 } ``` * Java ```java 1 package com.scalekit; 2 3 import com.scalekit.internal.http.AuthorizationUrlOptions; 4 5 public class Main { 6 7 public static void main(String[] args) { 8 ScalekitClient scalekitClient = new ScalekitClient( 9 "", 10 "", 11 "" 12 ); 13 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 14 options.setProvider("google"); 15 try { 16 // Pass the social login provider details while constructing the authorization URL. 17 String url = scalekitClient.authentication().getAuthorizationUrl(redirectUrl, options).toString(); 18 } catch (Exception e) { 19 System.out.println(e.getMessage()); 20 } 21 } 22 } ``` After the user successfully authenticates with the selected social login provider, they will be redirected back to your application. Scalekit passes an authorization `code` to your registered callback endpoint, which you’ll use in the next step to retrieve user information. 4. ## Get user details from the callback [Section titled “Get user details from the callback”](#get-user-details-from-the-callback) After successful authentication, Scalekit creates a user record and sends the user information to your callback endpoint. 1. Add a callback endpoint in your application (typically `https://your-app.com/auth/callback`) 2. [Register](/guides/dashboard/allowed-callback-url/) it in your Scalekit dashboard > Authentication > Redirect URLS > Allowed Callback URLs In authentication flow, Scalekit redirects to your callback URL with an authorization code. Your application exchanges this code for the user’s profile information and proceed to creating session and logging in the user. * Node.js ```javascript 1 const { code, state, error, error_description } = req.query; 2 3 if (error) { 4 // Handle errors (use error_description if present) 5 } 6 7 const authResult = await scalekit.authenticateWithCode(code, redirectUri); 8 9 // authResult.user has the authenticated user's details 10 const userEmail = authResult.user.email; 11 12 // Next step: create a session for this user and allow access ``` * Python ```python 1 code = request.args.get('code') 2 error = request.args.get('error') 3 error_description = request.args.get('error_description') 4 5 if error: 6 raise Exception(error_description) 7 8 auth_result = scalekit_client.authenticate_with_code( 9 code, 10 11 ) 12 13 # result.user has the authenticated user's details 14 user_email = auth_result.user.email 15 16 # Next step: create a session for this user and allow access ``` * Go ```go 1 code := r.URL.Query().Get("code") 2 error := r.URL.Query().Get("error") 3 errorDescription := r.URL.Query().Get("error_description") 4 5 if error != "" { 6 // Handle errors and exit 7 } 8 9 authResult, err := scalekitClient.AuthenticateWithCode(r.Context(), code, redirectUrl) 10 if err != nil { 11 // Handle errors and exit 12 } 13 14 // authResult.User has the authenticated user's details 15 userEmail := authResult.User.Email 16 17 // Next step: create a session for this user and allow access ``` * Java ```java 1 String code = request.getParameter("code"); 2 String error = request.getParameter("error"); 3 String errorDescription = request.getParameter("error_description"); 4 if (error != null && !error.isEmpty()) { 5 // Handle errors 6 return; 7 } 8 try { 9 AuthenticationResponse res = scalekitClient.authentication().authenticateWithCode(code, redirectUrl); 10 // res.getIdTokenClaims() has the authenticated user's details 11 String userEmail = res.getIdTokenClaims().getEmail(); 12 13 } catch (Exception e) { 14 // Handle errors 15 } 16 17 // Next step: create a session for this user and allow access ``` The *auth result* object * Auth result ```js { user: { email: "john.doe@example.com" // User's email // any additional common fields }, idToken: "", // JWT with user profile claims accessToken: "", // JWT for API calls expiresIn: 899 // Seconds until expiration } ``` * Decoded ID token (JWT) ```json { "alg": "RS256", "kid": "snk_82937465019283746", "typ": "JWT" }.{ "amr": [ "conn_92847563920187364" ], "at_hash": "j8kqPm3nRt5Kx2Vy9wL_Zp", "aud": [ "skc_73645291837465928" ], "azp": "skc_73645291837465928", "c_hash": "Hy4k2M9pWnX7vqR8_Jt3bg", "client_id": "skc_73645291837465928", "email": "alice.smith@example.com", "email_verified": true, "exp": 1751697469, "iat": 1751438269, "iss": "https://demo-company-dev.scalekit.cloud", "sid": "ses_83746592018273645", "sub": "conn_92847563920187364;alice.smith@example.com" // A scalekit user ID is sent if user management is enabled }.[Signature] ``` * Decoded access token ```json { "alg": "RS256", "kid": "snk_794467716206433", "typ": "JWT" }.{ "iss": "https://acme-corp-dev.scalekit.cloud", "sub": "conn_794467724427269;robert.wilson@acme.com", "aud": [ "skc_794467724259497" ], "exp": 1751439169, "iat": 1751438269, "nbf": 1751438269, "client_id": "skc_794467724259497", "jti": "tkn_794754665320942", // External identifiers if updated on Scalekit "xoid": "ext_org_123", // Organization ID "xuid": "ext_usr_456" // User ID }.[Signature] ``` Your application now supports social login authentication. Users can sign in securely using their preferred social identity providers like Google, GitHub, Microsoft, and more. --- # DOCUMENT BOUNDARY --- # Preserve target route post-auth > Redirect users back to page they asked for after authentication using a signed return URL Users may bookmark specific pages of your app, but their session might be expired. They need to be redirected to the page they asked for after authentication. That means your app needs to preserve the user’s original destination. You will capture the user’s original destination, carry it through the OAuth flow safely, and redirect back after login. You will prevent open-redirect attacks by validating and signing the return URL. Two safe patterns Use either `state` embedding (short paths only) or a signed `return_to` cookie. Avoid passing raw URLs in query strings without validation. 1. ## Capture the intended destination [Section titled “Capture the intended destination”](#capture-the-intended-destination) When an unauthenticated user requests a protected route, capture its path. * Node.js Express.js ```javascript 1 app.get('/login', (req, res) => { 2 const nextPath = typeof req.query.next === 'string' ? req.query.next : '/' 3 // Only allow internal paths 4 const safe = nextPath.startsWith('/') && !nextPath.startsWith('//') ? nextPath : '/' 5 res.cookie('sk_return_to', safe, { httpOnly: true, secure: true, sameSite: 'lax', path: '/' }) 6 // build authorization URL next 7 }) ``` * Python Flask ```python 1 @app.route('/login') 2 def login(): 3 next_path = request.args.get('next', '/') 4 safe = next_path if next_path.startswith('/') and not next_path.startswith('//') else '/' 5 resp = make_response() 6 resp.set_cookie('sk_return_to', safe, httponly=True, secure=True, samesite='Lax', path='/') 7 return resp ``` * Go Gin ```go 1 func login(c *gin.Context) { 2 nextPath := c.Query("next") 3 if nextPath == "" || !strings.HasPrefix(nextPath, "/") || strings.HasPrefix(nextPath, "//") { 4 nextPath = "/" 5 } 6 cookie := &http.Cookie{Name: "sk_return_to", Value: nextPath, HttpOnly: true, Secure: true, Path: "/"} 7 http.SetCookie(c.Writer, cookie) 8 } ``` * Java Spring ```java 1 @GetMapping("/login") 2 public void login(HttpServletRequest request, HttpServletResponse response) { 3 String nextPath = Optional.ofNullable(request.getParameter("next")).orElse("/"); 4 boolean safe = nextPath.startsWith("/") && !nextPath.startsWith("//"); 5 Cookie cookie = new Cookie("sk_return_to", safe ? nextPath : "/"); 6 cookie.setHttpOnly(true); cookie.setSecure(true); cookie.setPath("/"); 7 response.addCookie(cookie); 8 } ``` Reading cookies in Express If you access `req.cookies` in Node.js, enable cookie parsing middleware (for example, `cookie-parser`) early in your server setup. 2. ## Build the authorization URL [Section titled “Build the authorization URL”](#build-the-authorization-url) Generate the authorization URL as in the quickstart. Optionally include a short hint in `state` like `"n=/billing"` after signing or encoding. * Node.js Express.js ```javascript 1 const redirectUri = 'https://your-app.com/auth/callback' 2 const options = { scopes: ['openid','profile','email','offline_access'] } 3 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options) 4 res.redirect(authorizationUrl) ``` * Python Flask ```python 1 redirect_uri = 'https://your-app.com/auth/callback' 2 options = AuthorizationUrlOptions() 3 options.scopes = ['openid', 'profile', 'email', 'offline_access'] 4 authorization_url = scalekit_client.get_authorization_url(redirect_uri, options) 5 return redirect(authorization_url) ``` * Go Gin ```go 1 redirectUri := "https://your-app.com/auth/callback" 2 options := scalekitClient.AuthorizationUrlOptions{Scopes: []string{"openid","profile","email","offline_access"}} 3 authorizationURL, _ := scalekitClient.GetAuthorizationUrl(redirectUri, options) 4 c.Redirect(http.StatusFound, authorizationURL.String()) ``` * Java Spring ```java 1 String redirectUri = "https://your-app.com/auth/callback"; 2 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 3 options.setScopes(Arrays.asList("openid","profile","email","offline_access")); 4 URL authorizationUrl = scalekitClient.authentication().getAuthorizationUrl(redirectUri, options); 5 return new RedirectView(authorizationUrl.toString()); ``` 3. ## After callback, redirect safely [Section titled “After callback, redirect safely”](#after-callback-redirect-safely) After exchanging the code and creating a session, read `sk_return_to`. Validate and normalize the path. Default to `/dashboard` or `/`. * Node.js Express.js ```javascript 1 app.get('/auth/callback', async (req, res) => { 2 // ... exchange code ... 3 const raw = req.cookies.sk_return_to || '/' 4 const safe = raw.startsWith('/') && !raw.startsWith('//') ? raw : '/' 5 res.clearCookie('sk_return_to', { path: '/' }) 6 res.redirect(safe || '/dashboard') 7 }) ``` * Python Flask ```python 1 def callback(): 2 # ... exchange code ... 3 raw = request.cookies.get('sk_return_to', '/') 4 safe = raw if raw.startswith('/') and not raw.startswith('//') else '/' 5 resp = redirect(safe or '/dashboard') 6 resp.delete_cookie('sk_return_to', path='/') 7 return resp ``` * Go Gin ```go 1 func callback(c *gin.Context) { 2 // ... exchange code ... 3 raw, _ := c.Cookie("sk_return_to") 4 if raw == "" || !strings.HasPrefix(raw, "/") || strings.HasPrefix(raw, "//") { 5 raw = "/" 6 } 7 http.SetCookie(c.Writer, &http.Cookie{Name: "sk_return_to", Value: "", MaxAge: -1, Path: "/"}) 8 c.Redirect(http.StatusFound, raw) 9 } ``` * Java Spring ```java 1 public RedirectView callback(HttpServletRequest request, HttpServletResponse response) { 2 // ... exchange code ... 3 String raw = getCookie(request, "sk_return_to").orElse("/"); 4 boolean ok = raw.startsWith("/") && !raw.startsWith("//"); 5 Cookie clear = new Cookie("sk_return_to", ""); clear.setPath("/"); clear.setMaxAge(0); 6 response.addCookie(clear); 7 return new RedirectView(ok ? raw : "/dashboard"); 8 } ``` 4. ## Sign return\_to values Optional [Section titled “Sign return\_to values ”](#sign-return_to-values-) If you pass `return_to` via query string or store longer values, compute an HMAC and verify it before redirecting. Reject unsigned or invalid pairs. * Node.js HMAC signing ```javascript 1 import crypto from 'crypto' 2 function sign(value, secret) { 3 const mac = crypto.createHmac('sha256', secret).update(value).digest('base64url') 4 return `${value}|${mac}` 5 } 6 function verify(signed, secret) { 7 const [v, mac] = signed.split('|') 8 const good = crypto.timingSafeEqual(Buffer.from(mac), Buffer.from(sign(v, secret).split('|')[1])) 9 return good ? v : null 10 } ``` * Python HMAC signing ```python 1 import hmac, hashlib, base64 2 def sign(value: str, secret: bytes) -> str: 3 mac = hmac.new(secret, value.encode(), hashlib.sha256).digest() 4 return f"{value}|{base64.urlsafe_b64encode(mac).decode().rstrip('=')}" 5 def verify(signed: str, secret: bytes) -> str | None: 6 try: 7 value, mac = signed.split('|', 1) 8 expected = sign(value, secret).split('|', 1)[1] 9 if hmac.compare_digest(mac, expected): 10 return value 11 except Exception: 12 pass 13 return None ``` * Go HMAC signing ```go 1 import ( 2 "crypto/hmac" 3 "crypto/sha256" 4 "encoding/base64" 5 ) 6 func sign(value string, secret []byte) string { 7 mac := hmac.New(sha256.New, secret) 8 mac.Write([]byte(value)) 9 sum := mac.Sum(nil) 10 return value + "|" + base64.RawURLEncoding.EncodeToString(sum) 11 } 12 func verify(signed string, secret []byte) *string { 13 parts := strings.SplitN(signed, "|", 2) 14 if len(parts) != 2 { return nil } 15 expected := strings.SplitN(sign(parts[0], secret), "|", 2)[1] 16 if hmac.Equal([]byte(parts[1]), []byte(expected)) { 17 return &parts[0] 18 } 19 return nil 20 } ``` * Java HMAC signing ```java 1 import javax.crypto.Mac; 2 import javax.crypto.spec.SecretKeySpec; 3 import java.util.Base64; 4 String sign(String value, byte[] secret) throws Exception { 5 Mac mac = Mac.getInstance("HmacSHA256"); 6 mac.init(new SecretKeySpec(secret, "HmacSHA256")); 7 byte[] raw = mac.doFinal(value.getBytes(StandardCharsets.UTF_8)); 8 String b64 = Base64.getUrlEncoder().withoutPadding().encodeToString(raw); 9 return value + "|" + b64; 10 } 11 String verify(String signed, byte[] secret) throws Exception { 12 String[] parts = signed.split("\\|", 2); 13 if (parts.length != 2) return null; 14 String expected = sign(parts[0], secret).split("\\|", 2)[1]; 15 return MessageDigest.isEqual(parts[1].getBytes(StandardCharsets.UTF_8), expected.getBytes(StandardCharsets.UTF_8)) ? parts[0] : null; 16 } ``` Limit scope and length Allowlist a small set of internal prefixes (for example, `/app`, `/billing`) and cap `return_to` length (for example, 512 chars). Reject anything else. Never redirect to external origins Allow only same-origin paths (e.g., `/billing`). Do not accept absolute URLs or protocol-relative URLs. This blocks open redirects. --- # DOCUMENT BOUNDARY --- # Set up SCIM connection > Set up a SCIM connection to your directory provider Scalekit supports user provisioning based on the [SCIM protocol](/directory/guides/user-provisioning-basics/). This allows your customers to manage their users automatically through directory providers, simplifying user access and revocation to your app when their employees join or leave an organization. By configuring their directory provider with your app via the Scalekit admin portal, customers can ensure seamless user management. 1. ## Enable SCIM provisioning for the organization [Section titled “Enable SCIM provisioning for the organization”](#enable-scim-provisioning-for-the-organization) The SCIM provisioning feature should be enabled for that particular organization. You can manually do this via the Scalekit dashboard > organization > overview. The other way, is to provide an option in your app so that organization admins (customers) can enable it within your app. Here’s how you can do that with Scalekit. Use the following SDK method to enable SCIM provisioning for the organization: * Node.js Enable SCIM ```javascript const settings = { features: [ { name: 'scim', enabled: true, } ], }; await scalekit.organization.updateOrganizationSettings( '', // Get this from the idToken or accessToken settings ); ``` * Python Enable SCIM ```python settings = [ { "name": "scim", "enabled": True } ] scalekit.organization.update_organization_settings( organization_id='', # Get this from the idToken or accessToken settings=settings ) ``` * Java Enable SCIM ```java OrganizationSettingsFeature featureSCIM = OrganizationSettingsFeature.newBuilder() .setName("scim") .setEnabled(true) .build(); updatedOrganization = scalekitClient.organizations() .updateOrganizationSettings(organizationId, List.of(featureSCIM)); ``` * Go Enable SCIM ```go settings := OrganizationSettings{ Features: []Feature{ { Name: "scim", Enabled: true, }, }, } organization, err := sc.Organization().UpdateOrganizationSettings(ctx, organizationId, settings) if err != nil { // Handle error } ``` Alternatively, enable SCIM provisioning from the Scalekit dashboard: navigate to Organizations, open the menu (⋯) for an organization, and check SCIM provisioning. 2. ## Enable admin portal for enterprise customer onboarding [Section titled “Enable admin portal for enterprise customer onboarding”](#enable-admin-portal-for-enterprise-customer-onboarding) After SCIM provisioning is enabled for that organization, provide a method for configuring a SCIM connection with the organization’s identity provider. Scalekit offers two primary approaches: * Generate a link to the admin portal from the Scalekit dashboard and share it with organization admins via your usual channels. * Or embed the admin portal in your application in an inline frame so administrators can configure their IdP without leaving your app. [See how to onboard enterprise customers ](/directory/guides/onboard-enterprise-customers/) 3. ## Test your SCIM integration [Section titled “Test your SCIM integration”](#test-your-scim-integration) To verify that SCIM provisioning is working correctly, create a new user in the directory provider and confirm that it is automatically created in the Scalekit organization’s user list. To programmatically list the connected directories in your app, use the following SDK methods: * Node.js List connected directories ```javascript const { directories } = await scalekit.directory.listDirectories(''); ``` * Python List connected directories ```python directories = scalekit_client.directory.list_directories(organization_id='') ``` * Java List connected directories ```java ListDirectoriesResponse response = scalekitClient.directories().listDirectories(organizationId); ``` * Go List connected directories ```go directories, err := sc.Directory().ListDirectories(ctx, organizationId) ``` The response will be a list of connected directories, similar to the following: List connected directories response ```json { "directories": [ { "attribute_mappings": { "attributes": [] }, "directory_endpoint": "https://yourapp.scalekit.com/api/v1/directoies/dir_123212312/scim/v2", "directory_provider": "OKTA", "directory_type": "SCIM", "email": "john.doe@scalekit.cloud", "enabled": true, "groups_tracked": "ALL", "id": "dir_121312434123312", "last_synced_at": "2024-10-01T00:00:00Z", "name": "Azure AD", "organization_id": "org_121312434123312", "role_assignments": { "assignments": [ { "group_id": "dirgroup_121312434123", "role_name": "string" } ] }, "secrets": [ { "create_time": "2024-10-01T00:00:00Z", "directory_id": "dir_12362474900684814", "expire_time": "2025-10-01T00:00:00Z", "id": "string", "last_used_time": "2024-10-01T00:00:00Z", "secret_suffix": "Nzg5", "status": "INACTIVE" } ], "stats": { "group_updated_at": "2024-10-01T00:00:00Z", "total_groups": 10, "total_users": 10, "user_updated_at": "2024-10-01T00:00:00Z" }, "status": "IN_PROGRESS", "total_groups": 10, "total_users": 10 } ] } ``` 4. ## Enterprise users are now automatically provisioned your app [Section titled “Enterprise users are now automatically provisioned your app”](#enterprise-users-are-now-automatically-provisioned-your-app) Scalekit automatically provisions and synchronizes users from the directory provider to your application. The organization administrator configures the synchronization frequency within their directory provider console. To retrieve a list of all provisioned users, use the [Directory API](https://docs.scalekit.com/apis/#tag/directory/GET/api/v1/organizations/%7Borganization_id%7D/directories/%7Bdirectory_id%7D/users). --- # DOCUMENT BOUNDARY --- # Following webhook best practices > Learn best practices for implementing webhooks in your SCIM integration. Covers security measures, event handling, signature verification, and performance optimization techniques for real-time directory updates. Webhooks are HTTP endpoints that you register with a system, allowing that system to inform your application about events by sending HTTP POST requests with event information in the body. Developers register their applications’ webhook endpoints with Scalekit to listen to events from the directory providers of their enterprise customers. Here are some common best practices developers follow to ensure their apps are secure and performant: ## Subscribe only to relevant events [Section titled “Subscribe only to relevant events”](#subscribe-only-to-relevant-events) While you can listen to all events from Scalekit, it’s best to subscribe only to the events your app needs. This approach has several benefits: * Your app doesn’t have to process every event * You can avoid overloading a single execution context by handling every event type ## Verify webhook signatures [Section titled “Verify webhook signatures”](#verify-webhook-signatures) Scalekit sends POST requests to your registered webhook endpoint. To ensure the request is coming from Scalekit and not a malicious actor, you should verify the request using the signing secret found in the Scalekit dashboard > Webhook > *Any Endpoint*. Here’s an example of how to verify webhooks using the Svix library: * Node.js ```javascript 1 app.post('/webhook', async (req, res) => { 2 // Parse the JSON body of the request 3 const event = await req.json(); 4 5 // Get headers from the request 6 const headers = req.headers; 7 8 // Secret from Scalekit dashboard > Webhooks 9 const secret = process.env.SCALEKIT_WEBHOOK_SECRET; 10 11 try { 12 // Verify the webhook payload 13 await scalekit.verifyWebhookPayload(secret, headers, event); 14 } catch (error) { 15 return res.status(400).json({ 16 error: 'Invalid signature', 17 }); 18 } 19 }); ``` * Python ```python 1 from fastapi import FastAPI, Request 2 3 app = FastAPI() 4 5 @app.post("/webhook") 6 async def api_webhook(request: Request): 7 # Get request data 8 body = await request.body() 9 10 # Extract webhook headers 11 headers = { 12 'webhook-id': request.headers.get('webhook-id'), 13 'webhook-signature': request.headers.get('webhook-signature'), 14 'webhook-timestamp': request.headers.get('webhook-timestamp') 15 } 16 17 # Verify webhook signature 18 is_valid = scalekit.verify_webhook_payload( 19 secret='', 20 headers=headers, 21 payload=body 22 ) 23 print(is_valid) 24 25 return JSONResponse( 26 status_code=201, 27 content='' 28 ) ``` * Go ```go 1 mux.HandleFunc("POST /webhook", func(w http.ResponseWriter, r *http.Request) { 2 webhookSecret := os.Getenv("SCALEKIT_WEBHOOK_SECRET") 3 4 // Read request body 5 bodyBytes, err := io.ReadAll(r.Body) 6 if err != nil { 7 http.Error(w, err.Error(), http.StatusBadRequest) 8 return 9 } 10 11 // Prepare headers for verification 12 headers := map[string]string{ 13 "webhook-id": r.Header.Get("webhook-id"), 14 "webhook-signature": r.Header.Get("webhook-signature"), 15 "webhook-timestamp": r.Header.Get("webhook-timestamp"), 16 } 17 18 // Verify webhook signature 19 _, err = sc.VerifyWebhookPayload( 20 webhookSecret, 21 headers, 22 bodyBytes 23 ) 24 if err != nil { 25 http.Error(w, err.Error(), http.StatusUnauthorized) 26 return 27 } 28 }) ``` * Java ```java 1 @PostMapping("/webhook") 2 public String webhook(@RequestBody String body, @RequestHeader Map headers) { 3 String secret = ""; 4 5 // Verify webhook signature 6 boolean valid = scalekit.webhook().verifyWebhookPayload(secret, headers, body.getBytes()); 7 8 if (!valid) { 9 return "error"; 10 } 11 12 ObjectMapper mapper = new ObjectMapper(); 13 14 try { 15 // Parse event data 16 JsonNode node = mapper.readTree(body); 17 String eventType = node.get("type").asText(); 18 JsonNode data = node.get("data"); 19 20 // Handle different event types 21 switch (eventType) { 22 case "organization.directory.user_created": 23 handleUserCreate(data); 24 break; 25 case "organization.directory.user_updated": 26 handleUserUpdate(data); 27 break; 28 default: 29 System.out.println("Unhandled event type: " + eventType); 30 } 31 } catch (IOException e) { 32 return "error"; 33 } 34 35 return "ok"; 36 } ``` ## Check the event type before processing [Section titled “Check the event type before processing”](#check-the-event-type-before-processing) Make sure to check the event.type before consuming the data received by the webhook endpoint. This ensures that your application relies on accurate information, even if more events are added in the future. * Node.js ```javascript 1 app.post('/webhook', async (req, res) => { 2 const event = req.body; 3 4 // Handle different event types 5 switch (event.type) { 6 case 'organization.directory.user_created': 7 const { email, name } = event.data; 8 await createUserAccount(email, name); 9 break; 10 11 case 'organization.directory.user_updated': 12 await updateUserAccount(event.data); 13 break; 14 15 default: 16 console.log('Unhandled event type:', event.type); 17 } 18 19 return res.status(201).json({ 20 status: 'success', 21 }); 22 }); 23 24 async function createUserAccount(email, name) { 25 // Implement your user creation logic 26 } ``` * Python ```python 1 from fastapi import FastAPI, Request 2 3 app = FastAPI() 4 5 @app.post("/webhook") 6 async def api_webhook(request: Request): 7 # Parse request body 8 body = await request.body() 9 payload = json.loads(body.decode()) 10 event_type = payload['type'] 11 12 # Handle different event types 13 match event_type: 14 case 'organization.directory.user_created': 15 await handle_user_create(payload['data']) 16 case 'organization.directory.user_updated': 17 await handle_user_update(payload['data']) 18 case _: 19 print('Unhandled event type:', event_type) 20 21 return JSONResponse( 22 status_code=201, 23 content={'status': 'success'} 24 ) ``` * Go ```go 1 mux.HandleFunc("POST /webhook", func(w http.ResponseWriter, r *http.Request) { 2 // Read and verify webhook payload 3 bodyBytes, err := io.ReadAll(r.Body) 4 if err != nil { 5 http.Error(w, err.Error(), http.StatusBadRequest) 6 return 7 } 8 9 // Parse event data 10 var event map[string]interface{} 11 err = json.Unmarshal(bodyBytes, &event) 12 if err != nil { 13 http.Error(w, err.Error(), http.StatusBadRequest) 14 return 15 } 16 17 // Handle different event types 18 eventType := event["type"] 19 switch eventType { 20 case "organization.directory.user_created": 21 handleUserCreate(event["data"]) 22 case "organization.directory.user_updated": 23 handleUserUpdate(event["data"]) 24 default: 25 fmt.Println("Unhandled event type:", eventType) 26 } 27 28 w.WriteHeader(http.StatusOK) 29 }) ``` * Java ```java 1 @PostMapping("/webhook") 2 public String webhook(@RequestBody String body, @RequestHeader Map headers) { 3 // Verify webhook signature first 4 String secret = ""; 5 if (!verifyWebhookSignature(secret, headers, body)) { 6 return "error"; 7 } 8 9 try { 10 // Parse event data 11 ObjectMapper mapper = new ObjectMapper(); 12 JsonNode node = mapper.readTree(body); 13 String eventType = node.get("type").asText(); 14 JsonNode data = node.get("data"); 15 16 // Handle different event types 17 switch (eventType) { 18 case "organization.directory.user_created": 19 handleUserCreate(data); 20 break; 21 case "organization.directory.user_updated": 22 handleUserUpdate(data); 23 break; 24 default: 25 System.out.println("Unhandled event type: " + eventType); 26 } 27 } catch (IOException e) { 28 return "error"; 29 } 30 31 return "ok"; 32 } ``` ## Avoid webhook timeouts [Section titled “Avoid webhook timeouts”](#avoid-webhook-timeouts) To avoid unnecessary timeouts, respond to the webhook trigger with a response code of 201 and process the event asynchronously. By following these best practices, you can ensure that your application effectively handles events from Scalekit, maintaining optimal performance and security. ## Do not ignore errors [Section titled “Do not ignore errors”](#do-not-ignore-errors) Do not overlook repeated 4xx and 5xx error codes. Instead, verify that your API interactions are correct. For instance, if an endpoint expects a string but receives a numeric value, a validation error should occur. Likewise, trying to access an unauthorized or nonexistent endpoint will trigger a 4xx error. ## Advanced signature verification [Section titled “Advanced signature verification”](#advanced-signature-verification) While using the Scalekit SDK is recommended for webhook signature verification, you can also verify signatures manually using HMAC-SHA256 libraries when the SDK isn’t available for your language. ### Manual signature verification [Section titled “Manual signature verification”](#manual-signature-verification) Manual signature verification ```javascript 1 function verifySignatureManually(rawBody, signature, secret) { 2 const crypto = require('crypto'); 3 4 // Extract timestamp and signature from header 5 // Header format: "t=,v1=" 6 const elements = signature.split(','); 7 const timestamp = elements.find(el => el.startsWith('t=')).substring(2); 8 const receivedSignature = elements.find(el => el.startsWith('v1=')).substring(3); 9 10 // Create expected signature 11 // Payload format: . 12 const payload = `${timestamp}.${rawBody}`; 13 const expectedSignature = crypto 14 .createHmac('sha256', secret) 15 .update(payload, 'utf8') 16 .digest('hex'); 17 18 // Compare signatures securely using timing-safe comparison 19 // This prevents timing attacks 20 return crypto.timingSafeEqual( 21 Buffer.from(receivedSignature, 'hex'), 22 Buffer.from(expectedSignature, 'hex') 23 ); 24 } ``` ### Timestamp validation [Section titled “Timestamp validation”](#timestamp-validation) Always validate the webhook timestamp to prevent replay attacks: Timestamp validation ```javascript 1 function validateWebhookTimestamp(timestamp, toleranceSeconds = 300) { 2 // Convert timestamp to milliseconds 3 const webhookTime = parseInt(timestamp) * 1000; 4 const currentTime = Date.now(); 5 const timeDifference = Math.abs(currentTime - webhookTime); 6 7 // Reject webhooks older than tolerance period (default 5 minutes) 8 if (timeDifference > toleranceSeconds * 1000) { 9 throw new Error('Webhook timestamp too old or too far in future'); 10 } 11 12 return true; 13 } ``` ## Advanced error handling and reliability [Section titled “Advanced error handling and reliability”](#advanced-error-handling-and-reliability) Implement comprehensive error handling to ensure reliable webhook processing across various failure scenarios. ### Retry logic with exponential backoff [Section titled “Retry logic with exponential backoff”](#retry-logic-with-exponential-backoff) Retry with exponential backoff ```javascript 1 async function processWebhookWithRetry(event, maxRetries = 3) { 2 for (let attempt = 1; attempt <= maxRetries; attempt++) { 3 try { 4 await processWebhookEvent(event); 5 return; // Success, exit retry loop 6 7 } catch (error) { 8 console.error(`Webhook processing attempt ${attempt} failed:`, error); 9 10 if (attempt === maxRetries) { 11 // Final attempt failed - log to dead letter queue 12 await deadLetterQueue.add('failed_webhook', { 13 event, 14 error: error.message, 15 attempts: attempt, 16 timestamp: new Date() 17 }); 18 throw error; 19 } 20 21 // Wait before retry with exponential backoff 22 // Attempt 1: 1s, Attempt 2: 2s, Attempt 3: 4s 23 const waitTime = Math.pow(2, attempt) * 1000; 24 await new Promise(resolve => setTimeout(resolve, waitTime)); 25 } 26 } 27 } ``` ### Circuit breaker pattern [Section titled “Circuit breaker pattern”](#circuit-breaker-pattern) Prevent cascading failures by implementing a circuit breaker: Circuit breaker for webhook processing ```javascript 1 class WebhookCircuitBreaker { 2 constructor(options = {}) { 3 this.failureThreshold = options.failureThreshold || 5; 4 this.recoveryTimeout = options.recoveryTimeout || 60000; // 60 seconds 5 this.state = 'CLOSED'; // CLOSED, OPEN, HALF_OPEN 6 this.failures = 0; 7 this.nextAttempt = Date.now(); 8 } 9 10 async execute(fn) { 11 if (this.state === 'OPEN') { 12 if (Date.now() < this.nextAttempt) { 13 throw new Error('Circuit breaker is OPEN'); 14 } 15 // Try to recover 16 this.state = 'HALF_OPEN'; 17 } 18 19 try { 20 const result = await fn(); 21 this.onSuccess(); 22 return result; 23 } catch (error) { 24 this.onFailure(); 25 throw error; 26 } 27 } 28 29 onSuccess() { 30 this.failures = 0; 31 this.state = 'CLOSED'; 32 } 33 34 onFailure() { 35 this.failures++; 36 if (this.failures >= this.failureThreshold) { 37 this.state = 'OPEN'; 38 this.nextAttempt = Date.now() + this.recoveryTimeout; 39 } 40 } 41 } 42 43 // Usage 44 const circuitBreaker = new WebhookCircuitBreaker({ 45 failureThreshold: 5, 46 recoveryTimeout: 60000 47 }); 48 49 async function handleWebhook(event) { 50 try { 51 await circuitBreaker.execute(async () => { 52 return await processWebhookEvent(event); 53 }); 54 } catch (error) { 55 if (error.message === 'Circuit breaker is OPEN') { 56 // Service is unhealthy, queue for later 57 await queueForLater(event); 58 } 59 throw error; 60 } 61 } ``` ## Advanced testing strategies [Section titled “Advanced testing strategies”](#advanced-testing-strategies) ### Webhook testing utilities [Section titled “Webhook testing utilities”](#webhook-testing-utilities) Create comprehensive testing utilities for your webhook handlers: Webhook testing utilities ```javascript 1 // Test webhook handler with sample events 2 async function testWebhookHandler() { 3 const sampleUserCreatedEvent = { 4 spec_version: '1', 5 id: 'evt_test_123', 6 type: 'organization.directory.user_created', 7 occurred_at: new Date().toISOString(), 8 environment_id: 'env_test_123', 9 organization_id: 'org_test_123', 10 object: 'DirectoryUser', 11 data: { 12 id: 'diruser_test_123', 13 organization_id: 'org_test_123', 14 email: 'test@example.com', 15 given_name: 'Test', 16 family_name: 'User', 17 active: true, 18 groups: [], 19 roles: [] 20 } 21 }; 22 23 // Test your webhook processing 24 await processWebhookEvent(sampleUserCreatedEvent); 25 console.log('Test webhook processed successfully'); 26 } 27 28 // Mock webhook signature for testing 29 function createTestSignature(payload, secret) { 30 const crypto = require('crypto'); 31 const timestamp = Math.floor(Date.now() / 1000); 32 const payloadString = typeof payload === 'string' ? payload : JSON.stringify(payload); 33 const signature = crypto 34 .createHmac('sha256', secret) 35 .update(`${timestamp}.${payloadString}`) 36 .digest('hex'); 37 38 return { 39 'webhook-id': 'evt_test_' + Date.now(), 40 'webhook-timestamp': timestamp.toString(), 41 'webhook-signature': `t=${timestamp},v1=${signature}` 42 }; 43 } 44 45 // Integration test 46 async function testWebhookIntegration() { 47 const testSecret = 'test_secret_key'; 48 const testEvent = { 49 type: 'organization.directory.user_created', 50 data: { /* test data */ } 51 }; 52 53 const headers = createTestSignature(testEvent, testSecret); 54 55 // Make request to your webhook endpoint 56 const response = await fetch('http://localhost:3000/webhooks/manage-users', { 57 method: 'POST', 58 headers: { 59 'Content-Type': 'application/json', 60 ...headers 61 }, 62 body: JSON.stringify(testEvent) 63 }); 64 65 assert(response.status === 201, 'Expected 201 status'); 66 console.log('Integration test passed'); 67 } ``` ## Monitoring and debugging [Section titled “Monitoring and debugging”](#monitoring-and-debugging) ### Webhook delivery monitoring [Section titled “Webhook delivery monitoring”](#webhook-delivery-monitoring) Track webhook processing metrics to identify issues and optimize performance: Webhook monitoring ```javascript 1 // Track webhook processing metrics 2 async function trackWebhookMetrics(event, processingTime, success) { 3 await metricsService.record('webhook_processed', { 4 event_type: event.type, 5 processing_time_ms: processingTime, 6 success: success, 7 organization_id: event.organization_id, 8 environment_id: event.environment_id, 9 timestamp: new Date() 10 }); 11 12 // Alert on processing time anomalies 13 if (processingTime > 5000) { // 5 seconds 14 await alertService.warn({ 15 message: 'Slow webhook processing detected', 16 eventType: event.type, 17 processingTime: processingTime, 18 eventId: event.id 19 }); 20 } 21 22 // Alert on failures 23 if (!success) { 24 await alertService.error({ 25 message: 'Webhook processing failed', 26 eventType: event.type, 27 eventId: event.id 28 }); 29 } 30 } 31 32 // Dashboard endpoint to view webhook statistics 33 app.get('/admin/webhook-stats', async (req, res) => { 34 const stats = await db.query(` 35 SELECT 36 event_type, 37 COUNT(*) as total_events, 38 SUM(CASE WHEN status = 'completed' THEN 1 ELSE 0 END) as successful, 39 SUM(CASE WHEN status = 'failed' THEN 1 ELSE 0 END) as failed, 40 AVG(processing_time_ms) as avg_processing_time, 41 MAX(processing_time_ms) as max_processing_time, 42 MIN(processing_time_ms) as min_processing_time 43 FROM processed_webhooks 44 WHERE processed_at > NOW() - INTERVAL 24 HOUR 45 GROUP BY event_type 46 ORDER BY total_events DESC 47 `); 48 49 res.json(stats); 50 }); 51 52 // Real-time webhook monitoring 53 async function monitorWebhookHealth() { 54 const recentFailures = await db.processed_webhooks.count({ 55 where: { 56 status: 'failed', 57 processed_at: { 58 $gte: new Date(Date.now() - 5 * 60 * 1000) // Last 5 minutes 59 } 60 } 61 }); 62 63 if (recentFailures > 10) { 64 await alertService.critical({ 65 message: 'High webhook failure rate detected', 66 failureCount: recentFailures, 67 timeWindow: '5 minutes' 68 }); 69 } 70 } 71 72 // Run health check every minute 73 setInterval(monitorWebhookHealth, 60000); ``` ### Debugging webhook issues [Section titled “Debugging webhook issues”](#debugging-webhook-issues) Webhook debugging utilities ```javascript 1 // Detailed webhook logging 2 async function logWebhookDetails(event, context) { 3 await db.webhook_logs.create({ 4 event_id: event.id, 5 event_type: event.type, 6 organization_id: event.organization_id, 7 environment_id: event.environment_id, 8 received_at: new Date(), 9 headers: context.headers, 10 payload: event, 11 ip_address: context.ip, 12 user_agent: context.userAgent 13 }); 14 } 15 16 // Webhook replay for debugging 17 async function replayWebhook(eventId) { 18 // Retrieve original webhook from logs 19 const webhookLog = await db.webhook_logs.findOne({ 20 event_id: eventId 21 }); 22 23 if (!webhookLog) { 24 throw new Error(`Webhook ${eventId} not found`); 25 } 26 27 // Replay the webhook 28 console.log(`Replaying webhook ${eventId}`); 29 await processWebhookEvent(webhookLog.payload); 30 console.log(`Webhook ${eventId} replayed successfully`); 31 } 32 33 // Dead letter queue processor for failed webhooks 34 async function processDeadLetterQueue() { 35 const failedWebhooks = await deadLetterQueue.getAll('failed_webhook'); 36 37 for (const item of failedWebhooks) { 38 try { 39 console.log(`Reprocessing failed webhook: ${item.event.id}`); 40 await processWebhookEvent(item.event); 41 42 // Remove from dead letter queue on success 43 await deadLetterQueue.remove('failed_webhook', item.id); 44 45 } catch (error) { 46 console.error(`Failed to reprocess webhook ${item.event.id}:`, error); 47 48 // Increment retry count 49 item.retries = (item.retries || 0) + 1; 50 51 if (item.retries >= 5) { 52 // Move to permanent failure queue 53 await permanentFailureQueue.add(item); 54 await deadLetterQueue.remove('failed_webhook', item.id); 55 } 56 } 57 } 58 } 59 60 // Run dead letter queue processor periodically 61 setInterval(processDeadLetterQueue, 5 * 60 * 1000); // Every 5 minutes ``` ### Performance optimization [Section titled “Performance optimization”](#performance-optimization) Webhook performance optimization ```javascript 1 // Batch processing for high-volume webhooks 2 class WebhookBatchProcessor { 3 constructor(options = {}) { 4 this.batchSize = options.batchSize || 100; 5 this.flushInterval = options.flushInterval || 5000; // 5 seconds 6 this.queue = []; 7 this.timer = null; 8 } 9 10 add(event) { 11 this.queue.push(event); 12 13 if (this.queue.length >= this.batchSize) { 14 this.flush(); 15 } else if (!this.timer) { 16 this.timer = setTimeout(() => this.flush(), this.flushInterval); 17 } 18 } 19 20 async flush() { 21 if (this.queue.length === 0) return; 22 23 const batch = this.queue.splice(0, this.batchSize); 24 clearTimeout(this.timer); 25 this.timer = null; 26 27 try { 28 await this.processBatch(batch); 29 } catch (error) { 30 console.error('Batch processing error:', error); 31 // Re-queue failed items 32 this.queue.unshift(...batch); 33 } 34 } 35 36 async processBatch(events) { 37 // Process multiple events efficiently 38 await db.transaction(async (trx) => { 39 // Bulk insert processed events 40 await trx('processed_webhooks').insert( 41 events.map(e => ({ 42 event_id: e.id, 43 event_type: e.type, 44 organization_id: e.organization_id, 45 status: 'processing', 46 received_at: new Date() 47 })) 48 ); 49 50 // Process events in parallel 51 await Promise.all(events.map(e => this.processEvent(e, trx))); 52 }); 53 } 54 55 async processEvent(event, trx) { 56 // Event-specific processing logic 57 // Use transaction for atomicity 58 } 59 } 60 61 // Usage 62 const batchProcessor = new WebhookBatchProcessor({ 63 batchSize: 100, 64 flushInterval: 5000 65 }); 66 67 app.post('/webhooks/manage-users', async (req, res) => { 68 // Verify signature... 69 const event = req.body; 70 71 // Add to batch processor 72 batchProcessor.add(event); 73 74 // Respond immediately 75 return res.status(201).json({ received: true }); 76 }); ``` By following these advanced best practices, you can build a robust, reliable, and performant webhook integration that handles high volumes of events while maintaining data consistency and security. --- # DOCUMENT BOUNDARY --- # The Auth Stack for your SaaS > Add SSO, SCIM, or MCP Auth as modular capabilities, or adopt Scalekit as your full identity layer for your SaaS app # The Auth Stack for your SaaS Add auth to your B2B SaaS application without building from scratch. Drop in a modular capability like MCP Auth, Single Sign-On, or SCIM alongside your existing system, or adopt Scalekit as your full identity layer for users, sessions, organizations, and roles. Building auth from scratch? Start with [SaaS User Management](/authenticate/fsa/quickstart). Adding SSO, SCIM, or MCP Auth to an existing system? Use [Modular Auth](/authenticate/mcp/quickstart/). 2 steps · \~5 minutes · works with any AI coding agent * Claude Code Install the authstack plugin ```bash npx @scalekit-inc/cli setup ``` For repeated use: `npm install -g @scalekit-inc/cli` then `scalekit setup`. Now ask your agent to implement Scalekit auth in natural language. [See example starting prompts →](/agentkit/quickstart/) * Codex Install the authstack plugin ```bash npx @scalekit-inc/cli setup ``` For repeated use: `npm install -g @scalekit-inc/cli` then `scalekit setup`. Restart Codex, open the Plugin Directory, and enable the Scalekit plugins you need. Now ask your agent to implement Scalekit auth in natural language. [See example starting prompts →](/agentkit/quickstart/) * GitHub Copilot CLI Install the authstack plugin ```bash npx @scalekit-inc/cli setup ``` For repeated use: `npm install -g @scalekit-inc/cli` then `scalekit setup`. Then ask Copilot to implement the auth feature. Now ask your agent to implement Scalekit auth in natural language. [See example starting prompts →](/agentkit/quickstart/) * Cursor Install the authstack plugin ```bash npx @scalekit-inc/cli setup ``` For repeated use: `npm install -g @scalekit-inc/cli` then `scalekit setup`. Restart Cursor (or run **Developer: Reload Window**), then enable the Scalekit plugins in Settings. Now ask your agent to implement Scalekit auth in natural language. [See example starting prompts →](/agentkit/quickstart/) * 40+ agents Install the authstack plugin ```bash npx @scalekit-inc/cli setup ``` For repeated use: `npm install -g @scalekit-inc/cli` then `scalekit setup`. Choose the “Other agents” / skills option when prompted by the CLI. Now ask your agent to implement Scalekit auth in natural language. [See example starting prompts →](/agentkit/quickstart/) Need help? [Join the developer community](https://join.slack.com/t/scalekit-community/shared_invite/zt-3gsxwr4hc-0tvhwT2b_qgVSIZQBQCWRw) or browse the [guides](/guides/). ## Modular auth Add specific auth capabilities like MCP Auth, SSO, or SCIM without replacing your existing system. ### [MCP Auth](/authenticate/mcp/quickstart/) [Add OAuth 2.1 authorization to your remote MCP server with Dynamic Client Registration and short-lived tokens](/authenticate/mcp/quickstart/) ### [Single Sign-On](/authenticate/sso/add-modular-sso/) [Let enterprise users sign in through their company’s identity provider like Okta, Microsoft Entra, Google, and more](/authenticate/sso/add-modular-sso/) ### [SCIM Provisioning](/directory/scim/quickstart/) [Automatically sync users, roles, and groups when IT admins add or remove people in Okta or Microsoft Entra](/directory/scim/quickstart/) ## SaaS user management Use Scalekit as your full identity layer to manage users, organizations, sessions, roles, and application access. [Quickstart](/authenticate/fsa/quickstart) Get production-ready auth running in minutes ![SaaS User Management](/_astro/image-pills.uCLDErHA.svg) ### [User lifecycle](/fsa/data-modelling) [Create, update, and delete users with built-in lifecycle APIs](/fsa/data-modelling) ### [Authentication methods](/authenticate/auth-methods/passwordless/) [Support modern login flows with passkeys, magic links, OTPs, and social logins](/authenticate/auth-methods/passwordless/) ### [B2B-native identity](/fsa/data-modelling) [Model organizations, user memberships, and multi-tenant access for B2B SaaS apps](/fsa/data-modelling) ### [Authorization](/authenticate/authz/overview) [Define roles and permissions for human users and AI agents](/authenticate/authz/overview) ### [Enterprise identity](/authenticate/auth-methods/enterprise-sso) [Add enterprise capabilities like Single Sign-On (SSO) and SCIM provisioning](/authenticate/auth-methods/enterprise-sso) ### [API & M2M auth](/authenticate/m2m/api-auth-quickstart) [Issue and validate user-scoped and org-level tokens for APIs and services](/authenticate/m2m/api-auth-quickstart) ## Extensibility & Controls Customize identity workflows and apply your business logic. ### [Webhooks](/reference/webhooks/overview/) [Receive real-time events for authentication, user lifecycle, and organizations](/reference/webhooks/overview/) ### [Interceptors](/authenticate/interceptors/auth-flow-interceptors/) [Apply custom logic and policy checks during authentication and authorization flows](/authenticate/interceptors/auth-flow-interceptors/) ### [Branding](/fsa/guides/login-page-branding/) [Customize hosted login and signup pages plus auth emails to match your app](/fsa/guides/login-page-branding/) ### [Auth logs](/guides/dashboard/auth-logs/) [Record and inspect authentication events and user access activity for auditing purposes](/guides/dashboard/auth-logs/) ## Developer Resources SDKs, code samples, and community resources for building with Scalekit. ### [SDKs](/apis/#description/sdks) [Drop-in libraries to quickly integrate Scalekit into your application](/apis/#description/sdks) ### [Code samples](/resources/code-samples) [Reference implementations and code examples for common auth flows](/resources/code-samples) ### [Developer community](https://join.slack.com/t/scalekit-community/shared_invite/zt-3gsxwr4hc-0tvhwT2b_qgVSIZQBQCWRw) [Ask questions, share feedback, and learn from other Scalekit developers](https://join.slack.com/t/scalekit-community/shared_invite/zt-3gsxwr4hc-0tvhwT2b_qgVSIZQBQCWRw) ## Security, Compliance & Availability Designed for production workloads with strict operational and security requirements. ⊕**Multi-region data residency**\ Dedicated regional clusters in the US and EU ⊕**Compliance**\ SOC 2, ISO 27001, GDPR, and CCPA compliant ⊕**Uptime**\ 99.99% uptime with failover redundancy ⊕**Secure token & secret storage**\ Vault-backed storage with strong isolation for tokens and credentials ![Compliance certifications](/_astro/compliance.G4CWsxzs.svg) --- # DOCUMENT BOUNDARY --- # Bring Your Own Auth > Using Scalekit as a drop-in OAuth 2.1 authorization layer for your MCP Servers with federated authentication to your existing auth layer. Scalekit also offers the option to integrate your existing authentication infrastructure with Scalekit’s OAuth layer for MCP servers. **Use this when you have an existing auth system and want to add MCP OAuth without migrating users.** When your B2B application already has an established authentication system, you can connect it to your MCP server through Scalekit. This ensures that: * Users see the same familiar login screen whether accessing your application or your MCP server * No user migration required - your existing user accounts work immediately with MCP * You maintain control over your authentication logic while gaining MCP OAuth 2.1 compliance This “bring your own auth” approach standardizes the authorization layer without requiring you to rebuild your existing authentication infrastructure from scratch. Update your login endpoint for MCP token exchange The following changes will need to be made in your B2B apps’s Login API Endpoint. The connection ID, User POST URL and Redirect URI allows your app to know that scalekit is attempting to perform the Token Exchange for MCP Auth, so the user should get redirected to the correct consent screen post MCP Login instead of your B2B app. ## Step-by-Step Workflow [Section titled “Step-by-Step Workflow”](#step-by-step-workflow) When an MCP client initiates an authentication flow, Scalekit redirects to your login endpoint. You then provide user details to Scalekit via a secure backend call, and finally redirect back to Scalekit to complete the process. ### 1. Initiate Authentication [Section titled “1. Initiate Authentication”](#1-initiate-authentication) * The MCP client starts the authentication flow by calling `/oauth/authorize` on Scalekit. * Scalekit redirects the user to your login endpoint, passing two parameters: * `login_request_id`: Unique identifier for the login request. * `state`: Value to maintain state between requests. Example Redirect URL ```txt https://app.example.com/login?login_request_id=lri_86659065219908156&state=HntJ_ENB6y161i9_P1yzuZVv2SSTfD3aZH-Tej0_Y33_Fk8Z3g ``` ### 2. Handle Authentication in Your Application [Section titled “2. Handle Authentication in Your Application”](#2-handle-authentication-in-your-application) Once the user lands on your login page: #### a. Authenticate the User [Section titled “a. Authenticate the User”](#a-authenticate-the-user) Take the user through your regular authentication logic (e.g., username/password, SSO, etc.). #### b. Send User Details to Scalekit [Section titled “b. Send User Details to Scalekit”](#b-send-user-details-to-scalekit) Send the authenticated user’s profile details from your backend to Scalekit to complete the login handshake. * Python ```bash 1 pip install scalekit-sdk-python ``` send\_user\_details.py ```python 1 from scalekit import ScalekitClient 2 import os 3 4 scalekit = ScalekitClient( 5 os.environ.get('SCALEKIT_ENVIRONMENT_URL'), 6 os.environ.get('SCALEKIT_CLIENT_ID'), 7 os.environ.get('SCALEKIT_CLIENT_SECRET') 8 ) 9 10 # Update login user details 11 scalekit.auth.update_login_user_details( 12 connection_id="{{connection_id}}", 13 login_request_id="{{login_request_id}}", 14 user={ 15 "sub": "1234567890", 16 "email": "alice@example.com" 17 }, 18 ) ``` * Node.js ```bash 1 npm install @scalekit-sdk/node ``` sendUserDetails.js ```javascript 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 // Initialize client 4 const scalekit = new Scalekit( 5 process.env.SCALEKIT_ENVIRONMENT_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET 8 ); 9 10 // Update login user details 11 await scalekit.auth.updateLoginUserDetails( 12 '{{connection_id}}', // connectionId 13 '{{login_request_id}}', // loginRequestId 14 { 15 sub: '1234567890', 16 email: 'alice@example.com' 17 } 18 ); ``` * Go ```bash 1 go get -u github.com/scalekit-inc/scalekit-sdk-go ``` send\_user\_details.go ```go 1 import ( 2 "context" 3 "fmt" 4 "github.com/scalekit-inc/scalekit-sdk-go/v2" 5 "os" 6 ) 7 8 // Get the connectionId from ScaleKit dashboard -> MCP Server -> Your Server -> User Info Post Url 9 // eg. https://example.scalekit.dev/api/v1/connections/conn_70982106544698372/auth-requests/{{login_request_id}}/user 10 // Your connectionId is conn_70982106544698372 in this example 11 func updateLoggedInUserDetails() error { 12 skClient := scalekit.NewScalekitClient( 13 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 14 os.Getenv("SCALEKIT_CLIENT_ID"), 15 os.Getenv("SCALEKIT_CLIENT_SECRET"), 16 ) 17 err := skClient.Auth().UpdateLoginUserDetails(context.Background(), &scalekit.UpdateLoginUserDetailsRequest{ 18 ConnectionId: "{{connection_id}}", 19 LoginRequestId: "{{login_request_id}}", // this value is dynamic per login 20 User: &scalekit.LoggedInUserDetails{ 21 Sub: "1234567890", 22 Email: "alice@example.com", 23 }, 24 }) 25 if err != nil { 26 return err 27 } 28 // Only if there is no error, perform the redirect to scalekit using the redirect url on your Scalekit Dashboard -> MCP Servers 29 return nil 30 } ``` * cURL Acquire an `access_token` before you could send user details by hitting the `/oauth/token` endpoint. You can get `env_url`, `sk_client_id` and `sk_client_secret` from *Scalekit Dashboard > Settings* Terminal ```bash 1 curl --location '{{env_url}}/oauth/token' \ 2 --header 'Content-Type: application/x-www-form-urlencoded' \ 3 --data-urlencode 'grant_type=client_credentials' \ 4 --data-urlencode 'client_id={{sk_client_id}}' \ 5 --data-urlencode 'client_secret={{sk_client_secret}}' ``` Scalekit responds with a JSON payload similar to: ```json 1 { 2 "access_token": "eyJhbGciOiJSUzI1NiIsInR5cCIgOiAiSldUIn0...", 3 "token_type": "Bearer", 4 "expires_in": 3600 5 } ``` Use the `access_token` in the `Authorization` header when making a machine-to-machine POST request to Scalekit with the user’s details. ```bash 1 curl --location '{{env_url}}/api/v1/connections/{{connection_id}}/auth-requests/{{login_request_id}}/user' \ 2 --header 'Content-Type: application/json' \ 3 --header 'Authorization: Bearer {{access_token}}' \ 4 --data-raw '{ 5 "sub": "1234567890", 6 "email": "alice@example.com", 7 "roles": ["support", "developer"], 8 "custom_attributes": { 9 "access_level": 101, 10 "subscription_type": "PREMIUM" 11 } 12 }' ``` Note * Replace placeholders like `{{env_url}}`, `{{connection_id}}`, `{{login_request_id}}`, and `{{access_token}}` with actual values. * Only `sub` and `email` are required fields; all other properties are optional. **Finding your `connection_id`:** Open **Dashboard > MCP Servers > \[your server] > Configuration > Advanced Configuration > Connection ID**. It starts with `conn_` and is distinct from the MCP server’s resource ID (which starts with `res_`). Do not use the resource ID here. ![MCP Server Advanced Configuration showing BYOA settings — Login Endpoint URL, Connection ID, User Info Post URL and Redirect URL](/.netlify/images?url=_astro%2Fbyoa-configuration.l3NExeTA.png\&w=1249\&h=1699\&dpl=6a3b904fcb23b100084833a2) **Using raw HTTP instead of the SDK:** Making direct HTTP calls to this endpoint is a fully supported alternative to using an SDK. If the SDK introduces transitive dependency conflicts in your project, use the cURL tab above for the equivalent request. *** ### 3. Redirect Back to Scalekit [Section titled “3. Redirect Back to Scalekit”](#3-redirect-back-to-scalekit) * Once you receive a successful response from Scalekit, redirect the user back to Scalekit using the provided `state` value to the below endpoint. **Example Redirect URL:** ```txt {{envurl}}/sso/v1/connections/{{connection_id}}/partner:callback?state={{state_value}} ``` `state_value` should match the `state` parameter you received in Step 1. *** ### 4. Completion [Section titled “4. Completion”](#4-completion) * After processing the callback from your auth system, Scalekit will handle the remaining steps (showing the consent screen to the user, token exchange, etc.) automatically. Tip * Ensure your backend securely stores and transmits all sensitive data. * The `login_request_id` and `state` parameters are essential for correlating requests and maintaining security. **Try out the BYOA MCP server**: Clone the [byoa-mcp-node sample](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/byoa-mcp-node) — a working Node.js MCP server with a custom login page, Scalekit token validation, and custom claims flowing through to tool handlers. Follow the README to run it locally end-to-end. --- # DOCUMENT BOUNDARY --- # Secure MCP with Enterprise SSO > Use Scalekit's out-of-the-box enterprise SSO connections to authenticate your MCP server from first request. Scalekit automatically handles identity verification via any authentication method, including but not limited to social providers like Google and Microsoft. It also supports authentication with your enterprise identity provider, such as Okta, Microsoft Entra AD, or ADFS, via SAML or OIDC. In this article, we will explain how to configure an Enterprise SSO connection with Okta as an identity provider. You can follow the same steps to configure any other identity provider. The steps with **blue arrows indicate that the step occurs during the browser redirects** and the steps with the **red arrows are Headless or Machine-to-Machine operations happening in the background.** ## Understanding the MCP SSO Flow at a high level [Section titled “Understanding the MCP SSO Flow at a high level”](#understanding-the-mcp-sso-flow-at-a-high-level) ## Before you start [Section titled “Before you start”](#before-you-start) Please make sure you have implemented MCP Auth with any of these [examples](/authenticate/mcp/fastmcp-quickstart). ## Configure Okta for authentication [Section titled “Configure Okta for authentication”](#configure-okta-for-authentication) 1. To configure Enterprise SSO, you need to create an organization.\ Open the **[Scalekit Dashboard](https://app.scalekit.com)** -> **Organizations** -> **Create Organization**. ![Create Organization](/.netlify/images?url=_astro%2Fcreate-org.CcRUR9lM.png\&w=1328\&h=818\&dpl=6a3b904fcb23b100084833a2) 2. Navigate to the **Single Sign-On** tab and follow the on-screen instructions. Make sure to click **Test Connection**, and then **Enable Connection**. ![Setup Organization SSO](/.netlify/images?url=_astro%2Fsetup-org-sso.DKNJlLtE.png\&w=832\&h=1424\&dpl=6a3b904fcb23b100084833a2) 3. To enforce that users from this organization are authenticated with the identity provider, add the domain under the **Domains** section in the **Overview** tab (e.g., `acmecorp.com`). ![Organization Domain Setup](/.netlify/images?url=_astro%2Forg-domain.BY_Mm5M_.png\&w=2582\&h=1146\&dpl=6a3b904fcb23b100084833a2) You have successfully implemented Enterprise SSO for your MCP server. Try running any of the [example apps](/authenticate/mcp/fastmcp-quickstart) next. If you don’t have access to the Identity Provider console You can generate an Admin Portal link from Scalekit and share it with your IT admin. ![Organization Generate Admin Portal Link](/.netlify/images?url=_astro%2Forg-generate-admin-portal.DQcNFzB_.png\&w=2598\&h=1162\&dpl=6a3b904fcb23b100084833a2) [Explore More Enterprise SSO Providers ](/guides/integrations/sso-integrations) --- # DOCUMENT BOUNDARY --- # Secure MCP with Social Logins > Use Scalekit's out-of-the-box social connections to authenticate your MCP server from the first request. Scalekit supports a variety of social connections out of the box, such as Google, Microsoft, GitHub, GitLab, LinkedIn, and Salesforce. This section focuses on how to use Google authentication, and the same process can be used for other social connections. ## Before you start [Section titled “Before you start”](#before-you-start) Please make sure you have implemented MCP auth with any of these [examples](/authenticate/mcp/fastmcp-quickstart). ## Configure Google connection [Section titled “Configure Google connection”](#configure-google-connection) 1. To configure the Google connection, open **[Dashboard](https://app.scalekit.com)** -> navigate to the **Authentication** section -> select **Auth Methods** -> select **Social Login**, and click on the **Edit** button against **Google**. 2. You can select **Use Scalekit credentials**, or you can follow the on-screen instructions to bring your own Google credentials. ![Google Auth Method](/.netlify/images?url=_astro%2Fgoogle-setup-enable.Qu9_1oNn.png\&w=3018\&h=902\&dpl=6a3b904fcb23b100084833a2) You have successfully implemented the social connection for your MCP server. Try running any of the [example apps](/authenticate/mcp/fastmcp-quickstart) next. [Explore More Social Providers ](/guides/integrations/social-connections/) --- # DOCUMENT BOUNDARY --- # Passwordless OIDC Quickstart > Add passwordless sign-in with OTP or magic link via OIDC Implement passwordless authentication with Scalekit over the OIDC protocol. Users verify their identity with an email verification code (OTP) or a magic link. Review the authentication sequence ### Build with a coding agent * Global install (recommended) Terminal ```bash npm install -g @scalekit-inc/cli scalekit setup ``` * npx (one-off) Terminal ```bash npx @scalekit-inc/cli setup ``` 1. ## Set up Scalekit and register a callback endpoint [Section titled “Set up Scalekit and register a callback endpoint”](#set-up-scalekit-and-register-a-callback-endpoint) Follow the [installation guide](/authenticate/set-up-scalekit/) to configure Scalekit in your application. Scalekit verifies user identities and creates sessions. After successful verification, Scalekit creates a user record and sends the user information to your callback endpoint. **Create a callback endpoint:** 1. Add a callback endpoint to your application (typically `https://your-app.com/auth/callback`) 2. Register this URL in your Scalekit dashboard Learn more about [callback URL requirements](/guides/dashboard/redirects/#allowed-callback-urls). 2. ## Configure passwordless settings [Section titled “Configure passwordless settings”](#configure-passwordless-settings) In the Scalekit dashboard, enable Magic link & OTP and choose your login method. Optional security settings: * **Enforce same-browser origin**: Users must complete magic-link auth in the same browser they started in. * **Issue new credentials on resend**: Each resend generates a fresh code or link and invalidates the previous one. ![](/.netlify/images?url=_astro%2F1.C37ffu3h.png\&w=2221\&h=1207\&dpl=6a3b904fcb23b100084833a2) 3. ## Redirect users to sign up (or) login [Section titled “Redirect users to sign up (or) login”](#redirect-users-to-sign-up-or-login) Create an authorization URL and redirect users to Scalekit’s sign-in page. Include: | Parameter | Description | | -------------- | --------------------------------------------------------------------------------- | | `redirect_uri` | Your app’s callback endpoint (for example, `https://your-app.com/auth/callback`). | | `client_id` | Your Scalekit application identifier (scoped to the environment). | | `login_hint` | The user’s email address to receive the verification email. | **Example implementation** * Node.js ```javascript 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 // Initialize the SDK client 3 const scalekit = new ScalekitClient( 4 '', 5 '', 6 '', 7 ); 8 9 const options = {}; 10 11 options['loginHint'] = 'user@example.com'; 12 13 const authorizationUrl = scalekit.getAuthorizationUrl(redirectUri, options); 14 // Generated URL will look like: 15 // https:///oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile%20email&redirect_uri=https%3A%2F%2Fyourapp.com%2Fcallback 16 17 res.redirect(authorizationUrl); ``` * Python ```python 1 from scalekit import ScalekitClient, AuthorizationUrlOptions, CodeAuthenticationOptions 2 3 # Initialize the SDK client 4 scalekit = ScalekitClient( 5 '', 6 '', 7 '' 8 ) 9 10 options = AuthorizationUrlOptions() 11 12 # Authorization URL with login hint 13 options.login_hint = 'user@example.com' 14 15 authorization_url = scalekit.get_authorization_url(redirect_uri, options) 16 # Generated URL will look like: 17 # https:///oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile%20email&redirect_uri=https%3A%2F%2Fyourapp.com%2Fcallback 18 19 return redirect(authorization_url) ``` * Go ```go 1 import ( 2 "github.com/scalekit-inc/scalekit-sdk-go" 3 ) 4 5 func main() { 6 // Initialize the SDK client 7 scalekitClient := scalekit.NewScalekitClient( 8 "", 9 "", 10 "" 11 ) 12 13 options := scalekitClient.AuthorizationUrlOptions{} 14 // User's email domain detects the correct enterprise SSO connection. 15 options.LoginHint = "user@example.com" 16 17 authorizationURL := scalekitClient.GetAuthorizationUrl( 18 redirectUrl, 19 options, 20 ) 21 // Next step is to redirect the user to this authorization URL 22 } 23 24 // Redirect the user to this authorization URL ``` * Java ```java 1 package com.scalekit; 2 3 import com.scalekit.ScalekitClient; 4 import com.scalekit.internal.http.AuthorizationUrlOptions; 5 6 public class Main { 7 8 public static void main(String[] args) { 9 // Initialize the SDK client 10 ScalekitClient scalekitClient = new ScalekitClient( 11 "", 12 "", 13 "" 14 ); 15 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 16 // User's email domain detects the correct enterprise SSO connection. 17 options.setLoginHint("user@example.com"); 18 try { 19 String url = scalekitClient 20 .authentication() 21 .getAuthorizationUrl(redirectUrl, options) 22 .toString(); 23 } catch (Exception e) { 24 System.out.println(e.getMessage()); 25 } 26 } 27 } 28 // Redirect the user to this authorization URL ``` This redirects users to Scalekit’s authentication flow. After verification, they return to your application. Example authorization URL Example authorization URL ```sh 1 /oauth/authorize? 2 client_id=skc_122056050118122349527& 3 redirect_uri=https://yourapp.com/auth/callback& 4 login_hint=user@example.com& 5 response_type=code& 6 scope=openid%20profile%20email& 7 state=jAy-state1-gM4fdZdV22nqm6Q_jAy-XwpYdYFh..2nqm6Q ``` At your `redirect_uri`, handle the callback to exchange the code for the user profile. Ensure this URL is registered as an Allowed Callback URI in the dashboard. Headless passwordless authentication You can implement passwordless authentication without relying on Scalekit’s hosted login pages. This approach lets you build your own UI for collecting verification codes or handling magic links, giving you complete control over the user experience. [Learn about headless passwordless implementation](/passwordless/quickstart) 4. ## Get user details from the callback [Section titled “Get user details from the callback”](#get-user-details-from-the-callback) Scalekit redirects to your `redirect_uri` with an authorization code. Exchange it server-side for the user’s profile. Validation attempt limits To protect your application, Scalekit limits a user to **five** attempts to enter the correct OTP within a ten-minute window for each authentication request. If the user exceeds this limit, they must restart the authentication process. Always perform the code exchange on the server to validate the code and return the authenticated user’s profile. * Node.js Fetch user profile ```javascript 1 // Handle oauth redirect_url, fetch code and error_description from request params 2 const { code, error, error_description } = req.query; 3 4 if (error) { 5 // Handle errors 6 } 7 8 const result = await scalekit.authenticateWithCode(code, redirectUri); 9 const userEmail = result.user.email; 10 11 // Next step: create a session for this user and allow access ``` * Python Fetch user profile ```py 1 # Handle oauth redirect_url, fetch code and error_description from request params 2 code = request.args.get('code') 3 error = request.args.get('error') 4 error_description = request.args.get('error_description') 5 6 if error: 7 raise Exception(error_description) 8 9 result = scalekit.authenticate_with_code(code, '') 10 11 # result.user has the authenticated user's details 12 user_email = result.user.email 13 14 # Next step: create a session for this user and allow access ``` * Go Fetch user profile ```go 1 // Handle oauth redirect_url, fetch code and error_description from request params 2 code := r.URL.Query().Get("code") 3 errorCode := r.URL.Query().Get("error") 4 errorDescription := r.URL.Query().Get("error_description") 5 6 if errorCode != "" { 7 // Handle errors - include errorDescription for context 8 return fmt.Errorf("OAuth error: %s - %s", errorCode, errorDescription) 9 } 10 11 result, err := scalekitClient.AuthenticateWithCode(r.Context(), code, redirectUrl) 12 13 if err != nil { 14 // Handle errors 15 } 16 17 // result.User has the authenticated user's details 18 userEmail := result.User.Email 19 20 // Next step: create a session for this user and allow access ``` * Java Fetch user profile ```java 1 // Handle oauth redirect_url, fetch code and error_description from request params 2 String code = request.getParameter("code"); 3 String error = request.getParameter("error"); 4 String errorDescription = request.getParameter("error_description"); 5 6 if (error != null && !error.isEmpty()) { 7 // Handle errors 8 return; 9 } 10 11 try { 12 AuthenticationResponse result = scalekit.authentication().authenticateWithCode(code, redirectUrl); 13 String userEmail = result.getIdTokenClaims().getEmail(); 14 15 // Next step: create a session for this user and allow access 16 } catch (Exception e) { 17 // Handle errors 18 } ``` The `result` object * Result object ```js { user: { email: "john.doe@example.com" // Authenticated user's email address }, idToken: "", // ID token (JWT) containing user profile claims accessToken: "", // Access token (JWT) for calling backend APIs on behalf of the user expiresIn: 899 // Time in seconds } ``` * Decoded ID token ```json { "alg": "RS256", "kid": "snk_82937465019283746", "typ": "JWT" }.{ "amr": [ "conn_92847563920187364" ], "at_hash": "j8kqPm3nRt5Kx2Vy9wL_Zp", "aud": [ "skc_73645291837465928" ], "azp": "skc_73645291837465928", "c_hash": "Hy4k2M9pWnX7vqR8_Jt3bg", "client_id": "skc_73645291837465928", "email": "alice.smith@example.com", "email_verified": true, "exp": 1751697469, "iat": 1751438269, "iss": "https://demo-company-dev.scalekit.cloud", "sid": "ses_83746592018273645", "sub": "conn_92847563920187364;alice.smith@example.com" // A scalekit user ID is sent if user management is enabled }.[Signature] ``` * Decoded access token ```json { "alg": "RS256", "kid": "snk_794467716206433", "typ": "JWT" }.{ "iss": "https://acme-corp-dev.scalekit.cloud", "sub": "conn_794467724427269;robert.wilson@acme.com", "aud": [ "skc_794467724259497" ], "exp": 1751439169, "iat": 1751438269, "nbf": 1751438269, "client_id": "skc_794467724259497", "jti": "tkn_794754665320942", // External identifiers if updated on Scalekit "xoid": "ext_org_123", // Organization ID "xuid": "ext_usr_456" // User ID }.[Signature] ``` Congratulations! Your application now supports passwordless authentication. Users can sign in securely by: * Entering a verification code sent to their email * Clicking a magic link sent to their email To complete the implementation, [create a session](/authenticate/fsa/manage-session/) for the user to allow access to protected resources. --- # DOCUMENT BOUNDARY --- # UI events from the embedded admin portal > Learn how to listen for and handle UI events from the embedded admin portal, such as SSO connection status and session expiration. The embedded admin portal emits browser events that allow your application to respond to configuration changes made by organization admins. Use these events to provide real-time feedback, update your UI, sync configuration state, or trigger workflows in your application. Common use cases include displaying success notifications when SSO is configured, refreshing authentication settings after directory sync is enabled, or prompting users to re-authenticate when their admin portal session expires. ## Listening to admin portal events [Section titled “Listening to admin portal events”](#listening-to-admin-portal-events) Add an event listener to your parent window to receive events from the embedded admin portal iframe: ```js 1 window.addEventListener('message', (event) => { 2 // Security: Always validate the event origin matches your Scalekit environment 3 if (event.origin !== 'https://your-env.scalekit.com') { 4 return; // Ignore events from untrusted sources 5 } 6 7 // Check if this is a valid admin portal event 8 if (event.data && event.data.event_type) { 9 const { event_type, organization_id, data } = event.data; 10 11 // Handle specific event types 12 switch (event_type) { 13 case 'ORGANIZATION_SSO_ENABLED': 14 // Show success notification, refresh SSO settings, etc. 15 showNotification('SSO enabled successfully'); 16 break; 17 18 case 'PORTAL_SESSION_EXPIRY': 19 // Prompt user to refresh the admin portal 20 promptSessionRefresh(); 21 break; 22 23 default: 24 console.log('Received event:', event.data); 25 } 26 } 27 }); ``` Security requirement The domain of your parent window must be listed in **Dashboard > API Config > Redirect URIs** for the admin portal to emit events. Always validate `event.origin` to ensure events come from your trusted Scalekit environment URL. *** ## SSO events [Section titled “SSO events”](#sso-events) ### `ORGANIZATION_SSO_ENABLED` [Section titled “ORGANIZATION\_SSO\_ENABLED”](#organization_sso_enabled) Fires when an organization admin successfully enables a Single Sign-On connection in the admin portal. ORGANIZATION\_SSO\_ENABLED ```json 1 { 2 "event_type": "ORGANIZATION_SSO_ENABLED", 3 "object": "connection", 4 "organization_id": "org_4010340X34236531", // Organization that enabled SSO 5 "message": "Single sign-on connection enabled successfully", 6 "data": { 7 "connection_type": "SSO", 8 "id": "conn_4256075523X312", // Connection ID for API calls 9 "type": "OIDC", // Protocol: OIDC or SAML 10 "provider": "OKTA", // Identity provider configured 11 "enabled": true 12 } 13 } ``` | Field | Type | Description | | ---------------------- | ------- | ------------------------------------------- | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `organization_id` | string | Unique identifier for the organization | | `message` | string | Human-readable message describing the event | | `data.connection_type` | string | Type of connection (SSO) | | `data.id` | string | Unique identifier for the connection | | `data.type` | string | Protocol type (e.g., OIDC, SAML) | | `data.provider` | string | Identity provider name | | `data.enabled` | boolean | Indicates if the connection is enabled | ### `ORGANIZATION_SSO_DISABLED` [Section titled “ORGANIZATION\_SSO\_DISABLED”](#organization_sso_disabled) Fires when an organization admin disables their Single Sign-On connection in the admin portal. ORGANIZATION\_SSO\_DISABLED ```json 1 { 2 "event_type": "ORGANIZATION_SSO_DISABLED", 3 "object": "connection", 4 "organization_id": "org_4010340X34236531", // Organization that disabled SSO 5 "message": "Single sign-on connection disabled successfully", 6 "data": { 7 "connection_type": "SSO", 8 "id": "conn_4256075523X312", // Connection ID that was disabled 9 "type": "OIDC", // Protocol: OIDC or SAML 10 "provider": "OKTA", // Identity provider that was configured 11 "enabled": false 12 } 13 } ``` | Field | Type | Description | | ---------------------- | ------- | ------------------------------------------- | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `organization_id` | string | Unique identifier for the organization | | `message` | string | Human-readable message describing the event | | `data.connection_type` | string | Type of connection (SSO) | | `data.id` | string | Unique identifier for the connection | | `data.type` | string | Protocol type (e.g., OIDC, SAML) | | `data.provider` | string | Identity provider name | | `data.enabled` | boolean | Indicates if the connection is enabled | ## Session events [Section titled “Session events”](#session-events) ### `PORTAL_LOAD_SUCCESS` [Section titled “PORTAL\_LOAD\_SUCCESS”](#portal_load_success) Fires when the admin portal session is created and loaded successfully. Use this event to display the portal iframe and confirm readiness to users. PORTAL\_LOAD\_SUCCESS ```json 1 { 2 "event_type": "PORTAL_LOAD_SUCCESS", 3 "object": "session", 4 "message": "The admin portal loaded successfully", 5 "organization_id": "org_43982563588440584", 6 "data": { 7 "expiry": "2025-02-28T12:40:35.911Z" // ISO 8601 timestamp when session expires 8 } 9 } ``` | Field | Type | Description | | ----------------- | ------ | ---------------------------------------------------------- | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `organization_id` | string | Unique identifier for the organization | | `message` | string | Human-readable message describing the event | | `data.expiry` | string | ISO 8601 timestamp indicating when the session will expire | ### `PORTAL_LOAD_FAILURE` [Section titled “PORTAL\_LOAD\_FAILURE”](#portal_load_failure) Fires when the admin portal session failed to load. Use this to prompt users that the session has failed to load. PORTAL\_LOAD\_FAILURE ```json 1 { 2 "event_type": "PORTAL_LOAD_FAILURE", 3 "object": "session", 4 "message": "The admin portal failed to load", 5 "data": { 6 "error_code": "SESSION_EXPIRED" // error code indicating why the session load failed 7 } 8 } ``` | Field | Type | Description | | ----------------- | ------ | ------------------------------------------------- | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `message` | string | Human-readable message describing the event | | `data.error_code` | string | Error code indicating why the session load failed | ### `PORTAL_SESSION_WARNING` [Section titled “PORTAL\_SESSION\_WARNING”](#portal_session_warning) Fires when the admin portal session is about to expire (typically 5 minutes before expiration). Use this to prompt users to save their work or refresh their session. PORTAL\_SESSION\_WARNING ```json 1 { 2 "event_type": "PORTAL_SESSION_WARNING", 3 "object": "session", 4 "message": "The admin portal session will expire in 5 minutes", 5 "organization_id": "org_43982563588440584", 6 "data": { 7 "expiry": "2025-02-28T12:40:35.911Z" // ISO 8601 timestamp when session expires 8 } 9 } ``` | Field | Type | Description | | ----------------- | ------ | ---------------------------------------------------------- | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `organization_id` | string | Unique identifier for the organization | | `message` | string | Human-readable message describing the event | | `data.expiry` | string | ISO 8601 timestamp indicating when the session will expire | ### `PORTAL_SESSION_EXPIRY` [Section titled “PORTAL\_SESSION\_EXPIRY”](#portal_session_expiry) Fires when the admin portal session has expired. Use this to hide the admin portal iframe and prompt users to re-authenticate. PORTAL\_SESSION\_EXPIRY ```json 1 { 2 "event_type": "PORTAL_SESSION_EXPIRY", 3 "object": "session", 4 "message": "The admin portal session has expired", 5 "organization_id": "org_43982563588440584", 6 "data": { 7 "expiry": "2025-02-28T12:40:35.911Z" // ISO 8601 timestamp when session expired 8 } 9 } ``` | Field | Type | Description | | ----------------- | ------ | ------------------------------------------------------ | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `organization_id` | string | Unique identifier for the organization | | `message` | string | Human-readable message describing the event | | `data.expiry` | string | ISO 8601 timestamp indicating when the session expired | ## Directory events [Section titled “Directory events”](#directory-events) ### `ORGANIZATION_DIRECTORY_ENABLED` [Section titled “ORGANIZATION\_DIRECTORY\_ENABLED”](#organization_directory_enabled) Fires when an organization admin successfully configures and enables SCIM directory provisioning in the admin portal. ORGANIZATION\_DIRECTORY\_ENABLED ```json 1 { 2 "event_type": "ORGANIZATION_DIRECTORY_ENABLED", 3 "object": "directory", 4 "organization_id": "org_45716217859670289", // Organization that enabled directory sync 5 "message": "SCIM Provisioning enabled successfully", 6 "data": { 7 "directory_type": "SCIM", // Directory protocol type 8 "id": "dir_45716228982964495", // Directory connection ID for API calls 9 "provider": "MICROSOFT_AD", // Identity provider: OKTA, AZURE_AD, GOOGLE, etc. 10 "enabled": true 11 } 12 } ``` | Field | Type | Description | | --------------------- | ------- | ---------------------------------------------- | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `organization_id` | string | Unique identifier for the organization | | `message` | string | Human-readable message describing the event | | `data.directory_type` | string | Type of directory synchronization (SCIM) | | `data.id` | string | Unique identifier for the directory connection | | `data.provider` | string | Identity provider name | | `data.enabled` | boolean | Indicates if the directory sync is enabled | ### `ORGANIZATION_DIRECTORY_DISABLED` [Section titled “ORGANIZATION\_DIRECTORY\_DISABLED”](#organization_directory_disabled) Fires when an organization admin disables SCIM directory provisioning in the admin portal. ORGANIZATION\_DIRECTORY\_DISABLED ```json 1 { 2 "event_type": "ORGANIZATION_DIRECTORY_DISABLED", 3 "object": "directory", 4 "organization_id": "org_45716217859670289", // Organization that disabled directory sync 5 "message": "SCIM Provisioning disabled successfully", 6 "data": { 7 "directory_type": "SCIM", // Directory protocol type 8 "id": "dir_45716228982964495", // Directory connection ID that was disabled 9 "provider": "MICROSOFT_AD", // Identity provider that was configured 10 "enabled": false 11 } 12 } ``` | Field | Type | Description | | --------------------- | ------- | ---------------------------------------------- | | `event_type` | string | The type of event being triggered | | `object` | string | The object type associated with the event | | `organization_id` | string | Unique identifier for the organization | | `message` | string | Human-readable message describing the event | | `data.directory_type` | string | Type of directory synchronization (SCIM) | | `data.id` | string | Unique identifier for the directory connection | | `data.provider` | string | Identity provider name | | `data.enabled` | boolean | Indicates if the directory sync is enabled | ## Complete event handler Example [Section titled “Complete event handler ”](#complete-event-handler-) Here’s a complete example showing how to handle all admin portal events in a production application: Complete admin portal event handler ```js 1 // Initialize event handling for the admin portal 2 function initAdminPortalEventHandling(scalekitEnvironmentUrl) { 3 window.addEventListener('message', (event) => { 4 // Security: Validate event origin 5 if (event.origin !== scalekitEnvironmentUrl) { 6 return; 7 } 8 9 if (!event.data || !event.data.event_type) { 10 return; 11 } 12 13 const { event_type, organization_id, data, message } = event.data; 14 15 // Log all events for debugging 16 console.log('[Admin Portal Event]', { event_type, organization_id, data }); 17 18 switch (event_type) { 19 case 'ORGANIZATION_SSO_ENABLED': 20 handleSSOEnabled(organization_id, data); 21 break; 22 23 case 'ORGANIZATION_SSO_DISABLED': 24 handleSSODisabled(organization_id, data); 25 break; 26 27 case 'ORGANIZATION_DIRECTORY_ENABLED': 28 handleDirectoryEnabled(organization_id, data); 29 break; 30 31 case 'ORGANIZATION_DIRECTORY_DISABLED': 32 handleDirectoryDisabled(organization_id, data); 33 break; 34 35 case 'PORTAL_LOAD_SUCCESS': 36 handlePortalLoadSuccess(data.expiry); 37 break; 38 39 case 'PORTAL_LOAD_FAILURE': 40 handlePortalLoadFailure(data.error_code); 41 break; 42 43 case 'PORTAL_SESSION_WARNING': 44 handleSessionWarning(data.expiry); 45 break; 46 47 case 'PORTAL_SESSION_EXPIRY': 48 handleSessionExpiry(); 49 break; 50 51 default: 52 console.warn('Unknown event type:', event_type); 53 } 54 }); 55 } 56 57 function handleSSOEnabled(orgId, data) { 58 // Show success notification 59 showToast('success', `SSO enabled successfully with ${data.provider}`); 60 61 // Sync configuration to your backend 62 fetch('/api/organizations/${orgId}/sync-sso', { 63 method: 'POST', 64 headers: { 'Content-Type': 'application/json' }, 65 body: JSON.stringify({ connectionId: data.id, provider: data.provider }) 66 }); 67 68 // Update UI to reflect SSO is active 69 updateOrganizationUI(orgId, { ssoEnabled: true }); 70 } 71 72 function handlePortalLoadSuccess(expiryTime) { 73 const expiryDate = new Date(expiryTime); 74 console.log('[Admin Portal] Loaded successfully, session expires at', expiryDate); 75 76 // Update UI to show the portal is ready 77 document.getElementById('admin-portal-iframe').style.display = 'block'; 78 } 79 80 function handlePortalLoadFailure(errorCode) { 81 console.error('[Admin Portal] Failed to load, error code:', errorCode); 82 83 // Hide the iframe and show an error message to the user 84 document.getElementById('admin-portal-iframe').style.display = 'none'; 85 86 showModal({ 87 title: 'Portal failed to load', 88 message: errorCode === 'SESSION_EXPIRED' 89 ? 'Your session has expired. Please refresh to continue.' 90 : `The admin portal could not be loaded (${errorCode}). Please try again.`, 91 action: { 92 label: 'Refresh Page', 93 onClick: () => window.location.reload() 94 } 95 }); 96 } 97 98 function handleSessionWarning(expiryTime) { 99 const expiryDate = new Date(expiryTime); 100 const minutesLeft = Math.round((expiryDate - new Date()) / 60000); 101 102 showNotification({ 103 type: 'warning', 104 message: `Your admin session will expire in ${minutesLeft} minutes`, 105 action: { 106 label: 'Refresh Session', 107 onClick: () => window.location.reload() 108 } 109 }); 110 } 111 112 function handleSessionExpiry() { 113 // Hide the admin portal iframe 114 document.getElementById('admin-portal-iframe').style.display = 'none'; 115 116 // Show message to user 117 showModal({ 118 title: 'Session Expired', 119 message: 'Your admin portal session has expired. Please refresh to continue.', 120 action: { 121 label: 'Refresh Page', 122 onClick: () => window.location.reload() 123 } 124 }); 125 } 126 127 // Initialize when your app loads 128 initAdminPortalEventHandling('https://your-env.scalekit.com'); ``` --- # DOCUMENT BOUNDARY --- # BigQuery (Service Account) Connect to BigQuery using a GCP service account for server-to-server authentication without user login. ![BigQuery (Service Account) logo](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bigquery.svg) Supports authentication: Service Account ## Create a Connection [Section titled “Create a Connection”](#create-a-connection) In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **BigQuery (Service Account)** and click **Create**. That’s it — no OAuth credentials or redirect URIs needed. BigQuery Service Account uses server-to-server authentication handled entirely through your GCP service account credentials. ## Create a Connected Account [Section titled “Create a Connected Account”](#create-a-connected-account) To connect a BigQuery account programmatically, you need a GCP service account JSON key. Here’s how to get one: 1. ### Create a GCP service account * Go to [Google Cloud Console](https://console.cloud.google.com) → **IAM & Admin** → **Service Accounts**. * Click **+ Create Service Account**, enter a name and description, and click **Create and Continue**. * Grant the service account the **BigQuery Data Viewer**, **BigQuery Data Editor**, and **BigQuery Job User** roles, then click **Done**. 2. ### Enable the BigQuery API * In [Google Cloud Console](https://console.cloud.google.com), go to **APIs & Services** → **Library**. * Search for **BigQuery API** and click **Enable**. ![Enable BigQuery API in Google Cloud Console](/.netlify/images?url=_astro%2Fenable-bigquery-api.B6BUg3wp.png\&w=1398\&h=498\&dpl=6a3b904fcb23b100084833a2) 3. ### Download the service account JSON key * In the Service Accounts list, click on your service account. * Go to the **Keys** tab → **Add Key** → **Create new key**. * Select **JSON** and click **Create**. The key file downloads automatically. * Use the contents of this file as the `service_account_json` value when creating a connected account. ## Usage [Section titled “Usage”](#usage) Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'bigqueryserviceaccount', 3 identifier: 'user_123', 4 toolName: 'bigqueryserviceaccount_run_query', 5 toolInput: { 6 query: 'SELECT 1 AS test', 7 }, 8 }); 9 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='bigqueryserviceaccount', 3 identifier='user_123', 4 tool_name='bigqueryserviceaccount_run_query', 5 tool_input={ 6 "query": "SELECT 1 AS test", 7 }, 8 ) 9 print("Query result:", result.data) ``` Proxy API call Project ID is resolved automatically Scalekit automatically resolves the GCP project ID in the base URL from the connected service account credentials. You only need to provide the path relative to the project, e.g. `/datasets` or `/datasets/{datasetId}/tables`. * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'bigqueryserviceaccount', 3 identifier: 'user_123', 4 path: '/datasets', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='bigqueryserviceaccount', 3 identifier='user_123', 4 path="/datasets", 5 method="GET", 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) ## `bigqueryserviceaccount_get_dataset` [Section titled “bigqueryserviceaccount\_get\_dataset”](#bigqueryserviceaccount_get_dataset) Retrieve metadata for a specific BigQuery dataset, including location, description, labels, access controls, and creation/modification times. | Name | Type | Required | Description | | ------------ | ------ | -------- | --------------------------------- | | `dataset_id` | string | Yes | The ID of the dataset to retrieve | ## `bigqueryserviceaccount_get_job` [Section titled “bigqueryserviceaccount\_get\_job”](#bigqueryserviceaccount_get_job) Retrieve the status and configuration of a BigQuery job by its job ID. Use this to poll for completion of an async query job. | Name | Type | Required | Description | | ---------- | ------ | -------- | ------------------------------------------------------------ | | `job_id` | string | Yes | The ID of the job to retrieve | | `location` | string | No | Geographic location where the job was created, e.g. US or EU | ## `bigqueryserviceaccount_get_model` [Section titled “bigqueryserviceaccount\_get\_model”](#bigqueryserviceaccount_get_model) Retrieve metadata for a specific BigQuery ML model, including model type, feature columns, label columns, and training run details. | Name | Type | Required | Description | | ------------ | ------ | -------- | ------------------------------------------ | | `dataset_id` | string | Yes | The ID of the dataset containing the model | | `model_id` | string | Yes | The ID of the model to retrieve | ## `bigqueryserviceaccount_get_query_results` [Section titled “bigqueryserviceaccount\_get\_query\_results”](#bigqueryserviceaccount_get_query_results) Retrieve the results of a completed BigQuery query job. Supports pagination via page tokens. Use after polling Get Job until status is DONE. | Name | Type | Required | Description | | ------------- | ------- | -------- | ------------------------------------------------------------------------ | | `job_id` | string | Yes | The ID of the completed query job | | `location` | string | No | Geographic location where the job was created, e.g. US or EU | | `max_results` | integer | No | Maximum number of rows to return per page | | `page_token` | string | No | Page token from a previous response to retrieve the next page of results | | `timeout_ms` | integer | No | Maximum milliseconds to wait if the query has not yet completed | ## `bigqueryserviceaccount_get_routine` [Section titled “bigqueryserviceaccount\_get\_routine”](#bigqueryserviceaccount_get_routine) Retrieve the definition and metadata of a specific BigQuery routine (stored procedure or UDF), including its arguments, return type, and body. | Name | Type | Required | Description | | ------------ | ------ | -------- | -------------------------------------------- | | `dataset_id` | string | Yes | The ID of the dataset containing the routine | | `routine_id` | string | Yes | The ID of the routine to retrieve | ## `bigqueryserviceaccount_get_table` [Section titled “bigqueryserviceaccount\_get\_table”](#bigqueryserviceaccount_get_table) Retrieve metadata and schema for a specific BigQuery table or view, including column names, types, descriptions, and table properties. | Name | Type | Required | Description | | ------------ | ------ | -------- | ------------------------------------------ | | `dataset_id` | string | Yes | The ID of the dataset containing the table | | `table_id` | string | Yes | The ID of the table or view to retrieve | ## `bigqueryserviceaccount_list_datasets` [Section titled “bigqueryserviceaccount\_list\_datasets”](#bigqueryserviceaccount_list_datasets) List all BigQuery datasets in the project. Supports filtering by label and pagination. | Name | Type | Required | Description | | ------------- | ------- | -------- | ----------------------------------------------------------------- | | `all` | boolean | No | If true, includes hidden datasets in the results | | `filter` | string | No | Label filter expression to restrict results, e.g. labels.env:prod | | `max_results` | integer | No | Maximum number of datasets to return per page | | `page_token` | string | No | Page token from a previous response to retrieve the next page | ## `bigqueryserviceaccount_list_jobs` [Section titled “bigqueryserviceaccount\_list\_jobs”](#bigqueryserviceaccount_list_jobs) List BigQuery jobs in the project. Supports filtering by state and projection, and pagination. | Name | Type | Required | Description | | -------------- | ------- | -------- | -------------------------------------------------------------------------------------------------- | | `all_users` | boolean | No | If true, returns jobs for all users in the project; otherwise returns only the current user’s jobs | | `max_results` | integer | No | Maximum number of jobs to return per page | | `page_token` | string | No | Page token from a previous response to retrieve the next page | | `projection` | string | No | Controls the fields returned: minimal (default) or full | | `state_filter` | string | No | Filter jobs by state: done, pending, or running | ## `bigqueryserviceaccount_list_models` [Section titled “bigqueryserviceaccount\_list\_models”](#bigqueryserviceaccount_list_models) List all BigQuery ML models in a dataset, including their model type, training status, and creation time. | Name | Type | Required | Description | | ------------- | ------- | -------- | ------------------------------------------------------------- | | `dataset_id` | string | Yes | The ID of the dataset to list models from | | `max_results` | integer | No | Maximum number of models to return per page | | `page_token` | string | No | Page token from a previous response to retrieve the next page | ## `bigqueryserviceaccount_list_routines` [Section titled “bigqueryserviceaccount\_list\_routines”](#bigqueryserviceaccount_list_routines) List all stored procedures and user-defined functions (UDFs) in a BigQuery dataset. | Name | Type | Required | Description | | ------------- | ------- | -------- | ------------------------------------------------------------------------ | | `dataset_id` | string | Yes | The ID of the dataset to list routines from | | `filter` | string | No | Filter expression to restrict results, e.g. routineType:SCALAR\_FUNCTION | | `max_results` | integer | No | Maximum number of routines to return per page | | `page_token` | string | No | Page token from a previous response to retrieve the next page | ## `bigqueryserviceaccount_list_table_data` [Section titled “bigqueryserviceaccount\_list\_table\_data”](#bigqueryserviceaccount_list_table_data) Read rows directly from a BigQuery table without writing a SQL query. Supports pagination, row offset, and field selection. | Name | Type | Required | Description | | ----------------- | ------- | -------- | ---------------------------------------------------------------------------- | | `dataset_id` | string | Yes | The ID of the dataset containing the table | | `max_results` | integer | No | Maximum number of rows to return per page | | `page_token` | string | No | Page token from a previous response to retrieve the next page | | `selected_fields` | string | No | Comma-separated list of fields to return; if omitted all fields are returned | | `start_index` | integer | No | Zero-based row index to start reading from | | `table_id` | string | Yes | The ID of the table to read rows from | ## `bigqueryserviceaccount_list_tables` [Section titled “bigqueryserviceaccount\_list\_tables”](#bigqueryserviceaccount_list_tables) List all tables and views in a BigQuery dataset. Supports pagination. | Name | Type | Required | Description | | ------------- | ------- | -------- | ------------------------------------------------------------- | | `dataset_id` | string | Yes | The ID of the dataset to list tables from | | `max_results` | integer | No | Maximum number of tables to return per page | | `page_token` | string | No | Page token from a previous response to retrieve the next page | ## `bigqueryserviceaccount_run_query` [Section titled “bigqueryserviceaccount\_run\_query”](#bigqueryserviceaccount_run_query) Execute a SQL query synchronously against BigQuery and return results immediately. Best for short-running queries. | Name | Type | Required | Description | | ---------------- | ------- | -------- | ------------------------------------------------------------------------------------ | | `create_session` | boolean | No | If true, creates a new session and returns a session ID in the response | | `dry_run` | boolean | No | If true, validates the query and returns estimated bytes processed without executing | | `location` | string | No | Geographic location of the dataset, e.g. US or EU | | `max_results` | integer | No | Maximum number of rows to return in the response | | `query` | string | Yes | SQL query to execute | | `timeout_ms` | integer | No | Maximum milliseconds to wait for query completion before returning | | `use_legacy_sql` | boolean | No | Use BigQuery legacy SQL syntax instead of standard SQL | --- # DOCUMENT BOUNDARY --- # Box > Connect to Box to manage files, folders, users, tasks, webhooks, collaborations, and more using OAuth 2.0. Connect to Box to manage files, folders, users, groups, collaborations, tasks, comments, webhooks, search, and more using the Box REST API. ![Box logo](https://cdn.scalekit.com/sk-connect/assets/provider-icons/box.svg) Supports authentication: OAuth 2.0 ![Box connector shown in Scalekit's Create Connection search](/.netlify/images?url=_astro%2Fscalekit-search-box.C0z6eJsp.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) ## Set up the agent connector [Section titled “Set up the agent connector”](#set-up-the-agent-connector) Connect Box to Scalekit so your agent can manage files, folders, users, tasks, and more on behalf of your users. Box uses OAuth 2.0 — users authorize access through Box’s login flow, and Scalekit handles token storage and refresh automatically. You will need: * A Box developer account (free at [developer.box.com](https://developer.box.com)) * Your Box OAuth app’s Client ID and Client Secret * The redirect URI from Scalekit to paste into Box 1. ### Create a Box OAuth app * Go to the [Box Developer Console](https://app.box.com/developers/console) and click **Create New App**. * Select **Custom App** as the app type. * Under authentication method, choose **User Authentication (OAuth 2.0)**. This lets your agent act on behalf of each user who authorizes access. * Enter an app name (e.g. “My Agent App”) and click **Create App**. ![](/.netlify/images?url=_astro%2Fbox-create-app.wHE_wZtb.png\&w=1200\&h=900\&dpl=6a3b904fcb23b100084833a2) 2. ### Copy the redirect URI from Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. * Find **Box** and click **Create**. * Click **Use your own credentials** and copy the redirect URI. It looks like: `https://.scalekit.cloud/sso/v1/oauth//callback` ![](/.netlify/images?url=_astro%2Fscalekit-search-box.C0z6eJsp.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) 3. ### Add the redirect URI to Box * In the [Box Developer Console](https://app.box.com/developers/console), open your app and go to the **Configuration** tab. * Under **OAuth 2.0 Redirect URI**, paste the redirect URI from Scalekit and click **Save Changes**. ![](/.netlify/images?url=_astro%2Fbox-dev-console.6d84g8vH.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) 4. ### Select scopes for your app Still on the **Configuration** tab in Box, scroll down to **Application Scopes** and enable the permissions your agent needs: | Scope | Required for | | ------------------------------ | ---------------------------------------------- | | `root_readonly` | Reading files and folders | | `root_readwrite` | Creating, updating, and deleting files/folders | | `manage_groups` | Creating and managing groups | | `manage_webhook` | Creating and managing webhooks | | `manage_managed_users` | Creating and managing enterprise users | | `manage_enterprise_properties` | Accessing enterprise events | Minimum required scope Enable at least `root_readonly` and `root_readwrite` to use the majority of Box tools. Add other scopes only for the tools you actually use. Click **Save Changes** after selecting scopes. 5. ### Add credentials in Scalekit * In the [Box Developer Console](https://app.box.com/developers/console), open your app → **Configuration** tab. * Copy your **Client ID** and **Client Secret**. * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections**, open the Box connection you created, and enter: * **Client ID** — from Box * **Client Secret** — from Box * **Scopes** — select the same scopes you enabled in Box (e.g. `root_readonly`, `root_readwrite`) ![](/.netlify/images?url=_astro%2Fadd-credentials.Cw-vm376.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) * Click **Save**. 6. ### Add a connected account for each user Each user who authorizes Box access becomes a connected account. During authorization, Box will show your app name and request the scopes you configured. **Via dashboard (for testing)** * In [Scalekit dashboard](https://app.scalekit.com), go to your Box connection → **Connected Accounts** → **Add Account**. * Enter a **User ID** (your internal identifier for this user, e.g. `user_123`). * Click **Add** — you will be redirected to Box’s OAuth consent screen to authorize. ![](/.netlify/images?url=_astro%2Fadd-connected-account.CS-N7oE6.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) **Via API (for production)** In production, generate an authorization link and redirect your user to it: * Node.js ```typescript 1 const { link } = await scalekit.actions.getAuthorizationLink({ 2 connectionName: 'box', 3 identifier: 'user_123', 4 }); 5 // Redirect your user to `link` ``` * Python ```python 1 link_response = scalekit_client.actions.get_authorization_link( 2 connection_name="box", 3 identifier="user_123", 4 ) 5 # Redirect your user to link_response.link ``` After the user authorizes, Scalekit stores their tokens. Your agent can then call Box tools on their behalf without any further redirects. Token refresh Scalekit automatically refreshes Box access tokens using the refresh token issued during authorization. If a user’s token ever expires, re-run the authorization link flow for that user. ## Usage [Section titled “Usage”](#usage) Proxy API call * Node.js ```typescript 1 // List files in the root folder 2 const result = await actions.request({ 3 connectionName: 'box', 4 identifier: 'user_123', 5 path: '/2.0/folders/0/items', 6 method: 'GET', 7 }); 8 console.log(result); ``` * Python ```python 1 # List files in the root folder 2 result = actions.request( 3 connection_name="box", 4 identifier="user_123", 5 path="/2.0/folders/0/items", 6 method="GET", 7 ) 8 print(result) ``` File upload Box file uploads use a different base URL (`upload.box.com`) that is not covered by the Scalekit proxy. To upload files, extract the user’s OAuth token from the connected account and call the Box upload API directly using `https://upload.box.com/api/2.0/files/content`. List folder contents Start here to discover file and folder IDs. Use `"0"` for the root folder. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 toolName: 'box_folder_items_list', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 folder_id: '0', // root folder 7 }, 8 }); 9 // result.entries[] contains files and folders with their IDs ``` * Python ```python 1 result = actions.execute_tool( 2 tool_name="box_folder_items_list", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={"folder_id": "0"}, 6 ) 7 # result["entries"] contains files and folders with their IDs ``` Get file details * Node.js ```typescript 1 const file = await actions.executeTool({ 2 toolName: 'box_file_get', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { file_id: '12345678' }, 6 }); ``` * Python ```python 1 file = actions.execute_tool( 2 tool_name="box_file_get", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={"file_id": "12345678"}, 6 ) ``` Search Box * Node.js ```typescript 1 const results = await actions.executeTool({ 2 toolName: 'box_search', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 query: 'quarterly report', 7 type: 'file', 8 file_extensions: 'pdf,docx', 9 }, 10 }); ``` * Python ```python 1 results = actions.execute_tool( 2 tool_name="box_search", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "query": "quarterly report", 7 "type": "file", 8 "file_extensions": "pdf,docx", 9 }, 10 ) ``` Create a task on a file * Node.js ```typescript 1 const task = await actions.executeTool({ 2 toolName: 'box_task_create', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 file_id: '12345678', 7 message: 'Please review this document', 8 action: 'review', 9 due_at: '2025-12-31T00:00:00Z', 10 }, 11 }); 12 // task.id is the task ID — use it with box_task_assignment_create ``` * Python ```python 1 task = actions.execute_tool( 2 tool_name="box_task_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "file_id": "12345678", 7 "message": "Please review this document", 8 "action": "review", 9 "due_at": "2025-12-31T00:00:00Z", 10 }, 11 ) 12 # task["id"] is the task ID ``` Share a file * Node.js ```typescript 1 const link = await actions.executeTool({ 2 toolName: 'box_shared_link_file_create', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 file_id: '12345678', 7 access: 'company', // open | company | collaborators 8 can_download: true, 9 }, 10 }); ``` * Python ```python 1 link = actions.execute_tool( 2 tool_name="box_shared_link_file_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "file_id": "12345678", 7 "access": "company", 8 "can_download": True, 9 }, 10 ) ``` Create a webhook Webhooks require the `manage_webhook` scope. The `triggers` field is an array of event strings. * Node.js ```typescript 1 const webhook = await actions.executeTool({ 2 toolName: 'box_webhook_create', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 target_id: '0', 7 target_type: 'folder', 8 address: 'https://your-app.com/webhooks/box', 9 triggers: ['FILE.UPLOADED', 'FILE.DELETED', 'FOLDER.CREATED'], 10 }, 11 }); ``` * Python ```python 1 webhook = actions.execute_tool( 2 tool_name="box_webhook_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "target_id": "0", 7 "target_type": "folder", 8 "address": "https://your-app.com/webhooks/box", 9 "triggers": ["FILE.UPLOADED", "FILE.DELETED", "FOLDER.CREATED"], 10 }, 11 ) ``` Add a collaborator to a folder Collaborations grant a user or group access to a specific file or folder. You need the user’s Box ID or email login. * Node.js ```typescript 1 // First, get the user's Box ID using box_users_list or box_user_me_get 2 const collab = await actions.executeTool({ 3 toolName: 'box_collaboration_create', 4 connector: 'box', 5 identifier: 'user_123', 6 toolInput: { 7 item_id: 'FOLDER_ID', 8 item_type: 'folder', 9 accessible_by_id: 'USER_BOX_ID', 10 accessible_by_type: 'user', 11 role: 'editor', 12 }, 13 }); 14 // To find the collaboration ID later, use box_folder_collaborations_list ``` * Python ```python 1 collab = actions.execute_tool( 2 tool_name="box_collaboration_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "item_id": "FOLDER_ID", 7 "item_type": "folder", 8 "accessible_by_id": "USER_BOX_ID", 9 "accessible_by_type": "user", 10 "role": "editor", 11 }, 12 ) 13 # To find the collaboration ID later, use box_folder_collaborations_list ``` Collaboration ID vs User ID The `collaboration_id` used by `box_collaboration_get`, `box_collaboration_update`, and `box_collaboration_delete` is **not** the same as the user’s Box user ID. Fetch the collaboration ID from `box_folder_collaborations_list` or `box_file_collaborations_list` after creating the collaboration. ## Getting resource IDs [Section titled “Getting resource IDs”](#getting-resource-ids) Most Box tools require an ID for the resource they operate on. Here is where to find each ID: | Resource | Tool to get ID | Response field | | ------------------- | ------------------------------------------------------------------ | -------------------------------------------------------- | | File ID | `box_folder_items_list` (folder\_id: `"0"`) | `entries[].id` where `entries[].type == "file"` | | Folder ID | `box_folder_items_list` (folder\_id: `"0"`) | `entries[].id` where `entries[].type == "folder"` | | Task ID | `box_file_tasks_list` or `box_task_create` response | `id` | | Task assignment ID | `box_task_assignments_list` | `entries[].id` | | Comment ID | `box_file_comments_list` | `entries[].id` | | Collaboration ID | `box_folder_collaborations_list` or `box_file_collaborations_list` | `entries[].id` | | Collection ID | `box_collections_list` | `entries[].id` (Favorites collection = type `favorites`) | | Webhook ID | `box_webhooks_list` | `entries[].id` | | User ID | `box_user_me_get` (authenticated user) or `box_users_list` | `id` | | Group ID | `box_groups_list` | `entries[].id` | | Group membership ID | `box_group_members_list` or `box_user_memberships_list` | `entries[].id` | | Web link ID | `box_folder_items_list` | `entries[].id` where `entries[].type == "web_link"` | Collaboration ID vs User ID The `collaboration_id` is different from the collaborating user’s ID. After creating a collaboration with `box_collaboration_create`, fetch the collaboration ID using `box_folder_collaborations_list` or `box_file_collaborations_list`. ## Required scopes [Section titled “Required scopes”](#required-scopes) Enable the corresponding Box app scopes before calling tools that need them: | Tools | Required scope | | ------------------------------------------------------------------------- | ------------------------------ | | All file/folder read tools, `box_file_representations_get` | `root_readonly` | | File/folder create, update, delete | `root_readwrite` | | `box_group_*`, `box_user_memberships_list` | `manage_groups` | | `box_webhook_*`, `box_webhooks_list` | `manage_webhook` | | `box_user_create`, `box_user_delete`, `box_users_list`, `box_user_update` | `manage_managed_users` | | `box_events_list` (enterprise stream) | `manage_enterprise_properties` | ## Tool list [Section titled “Tool list”](#tool-list) ### Files [Section titled “Files”](#files) ## `box_file_get` [Section titled “box\_file\_get”](#box_file_get) Retrieves detailed information about a file. | Name | Type | Required | Description | | --------- | ------ | -------- | ------------------------------------------------------------------------ | | `file_id` | string | Yes | ID of the file. Get it from `box_folder_items_list` on folder\_id `"0"`. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_file_update` [Section titled “box\_file\_update”](#box_file_update) Updates a file’s name, description, tags, or moves it to another folder. | Name | Type | Required | Description | | ------------- | ------ | -------- | --------------------------------------- | | `file_id` | string | Yes | ID of the file to update. | | `name` | string | No | New name for the file. | | `description` | string | No | New description for the file. | | `parent_id` | string | No | ID of the folder to move the file into. | | `tags` | string | No | Comma-separated list of tags. | ## `box_file_delete` [Section titled “box\_file\_delete”](#box_file_delete) Moves a file to the trash. | Name | Type | Required | Description | | --------- | ------ | -------- | ------------------------- | | `file_id` | string | Yes | ID of the file to delete. | ## `box_file_copy` [Section titled “box\_file\_copy”](#box_file_copy) Creates a copy of a file in a specified folder. | Name | Type | Required | Description | | ----------- | ------ | -------- | ---------------------------------------- | | `file_id` | string | Yes | ID of the file to copy. | | `parent_id` | string | Yes | ID of the destination folder. | | `name` | string | No | New name for the copied file (optional). | ## `box_file_versions_list` [Section titled “box\_file\_versions\_list”](#box_file_versions_list) Retrieves all previous versions of a file. | Name | Type | Required | Description | | --------- | ------ | -------- | --------------- | | `file_id` | string | Yes | ID of the file. | ## `box_file_thumbnail_get` [Section titled “box\_file\_thumbnail\_get”](#box_file_thumbnail_get) Retrieves a thumbnail image for a file. | Name | Type | Required | Description | | ------------ | ------- | -------- | ------------------------------------------ | | `file_id` | string | Yes | ID of the file. | | `extension` | string | Yes | Thumbnail format: `jpg` or `png`. | | `min_width` | integer | No | Minimum width of the thumbnail in pixels. | | `min_height` | integer | No | Minimum height of the thumbnail in pixels. | ## `box_file_representations_get` [Section titled “box\_file\_representations\_get”](#box_file_representations_get) Retrieves available representations for a file, such as PDFs, extracted text, or image thumbnails. Box generates representations on demand — poll until the `status` is `success` before downloading. | Name | Type | Required | Description | | ------------- | ------ | -------- | -------------------------------------------------------------------------------------------------------------------------------- | | `file_id` | string | Yes | ID of the file. Get it from `box_folder_items_list`. | | `x_rep_hints` | string | Yes | Representation formats to request, e.g. `[pdf][extracted_text]` or `[jpg?dimensions=320x320]`. Multiple formats can be combined. | Common x\_rep\_hints values | Value | Description | | -------------------------- | ---------------------------------------- | | `[pdf]` | PDF version of the file | | `[extracted_text]` | Plain text extracted from the file | | `[jpg?dimensions=320x320]` | JPEG thumbnail at 320×320 pixels | | `[pdf][extracted_text]` | Request multiple representations at once | ### Folders [Section titled “Folders”](#folders) ## `box_folder_get` [Section titled “box\_folder\_get”](#box_folder_get) Retrieves a folder’s details and its immediate items. | Name | Type | Required | Description | | ----------- | ------- | -------- | ------------------------------------------------ | | `folder_id` | string | Yes | ID of the folder. Use `"0"` for the root folder. | | `fields` | string | No | Comma-separated list of fields to return. | | `sort` | string | No | Sort order: `id`, `name`, `date`, or `size`. | | `direction` | string | No | Sort direction: `ASC` or `DESC`. | | `offset` | integer | No | Pagination offset. | | `limit` | integer | No | Max items to return (max 1000). | ## `box_folder_items_list` [Section titled “box\_folder\_items\_list”](#box_folder_items_list) Retrieves a paginated list of items in a folder. Use folder\_id `"0"` to start from the root. | Name | Type | Required | Description | | ----------- | ------- | -------- | ------------------------------------------------ | | `folder_id` | string | Yes | ID of the folder. Use `"0"` for the root folder. | | `fields` | string | No | Comma-separated list of fields to return. | | `sort` | string | No | Sort field: `id`, `name`, `date`, or `size`. | | `direction` | string | No | `ASC` or `DESC`. | | `offset` | integer | No | Pagination offset. | | `limit` | integer | No | Max items to return (max 1000). | ## `box_folder_create` [Section titled “box\_folder\_create”](#box_folder_create) Creates a new folder inside a parent folder. | Name | Type | Required | Description | | ----------- | ------ | -------- | -------------------------------------------- | | `name` | string | Yes | Name of the new folder. | | `parent_id` | string | Yes | ID of the parent folder. Use `"0"` for root. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_folder_update` [Section titled “box\_folder\_update”](#box_folder_update) Updates a folder’s name, description, or moves it. | Name | Type | Required | Description | | ------------- | ------ | -------- | ----------------------------------------- | | `folder_id` | string | Yes | ID of the folder to update. | | `name` | string | No | New name for the folder. | | `description` | string | No | New description for the folder. | | `parent_id` | string | No | ID of the new parent folder to move into. | ## `box_folder_delete` [Section titled “box\_folder\_delete”](#box_folder_delete) Moves a folder to the trash. Deleting non-empty folders Pass `recursive: "true"` when deleting a folder that contains files or subfolders. Box rejects the request if the folder has contents and `recursive` is omitted. | Name | Type | Required | Description | | ----------- | ------ | -------- | -------------------------------------------------------------------- | | `folder_id` | string | Yes | ID of the folder to delete. | | `recursive` | string | No | Must be `"true"` to delete folders that contain files or subfolders. | ## `box_folder_copy` [Section titled “box\_folder\_copy”](#box_folder_copy) Creates a copy of a folder and its contents. | Name | Type | Required | Description | | ----------- | ------ | -------- | ------------------------------------------ | | `folder_id` | string | Yes | ID of the folder to copy. | | `parent_id` | string | Yes | ID of the destination folder. | | `name` | string | No | New name for the copied folder (optional). | ### Search [Section titled “Search”](#search) ## `box_search` [Section titled “box\_search”](#box_search) Searches files, folders, and web links in Box. | Name | Type | Required | Description | | --------------------- | ------- | -------- | ---------------------------------------------------------------------------------------- | | `query` | string | Yes | Search query string. | | `type` | string | No | Filter by type: `file`, `folder`, or `web_link`. | | `ancestor_folder_ids` | string | No | Comma-separated folder IDs to scope the search. | | `content_types` | string | No | Comma-separated content types: `name`, `description`, `tag`, `comments`, `file_content`. | | `file_extensions` | string | No | Comma-separated file extensions to filter (e.g. `pdf,docx`). | | `created_at_range` | string | No | ISO 8601 date range: `2024-01-01T00:00:00Z,2024-12-31T23:59:59Z`. | | `updated_at_range` | string | No | Date range for last updated. | | `owner_user_ids` | string | No | Comma-separated user IDs to filter by owner. | | `scope` | string | No | Search scope: `user_content` or `enterprise_content`. | | `limit` | integer | No | Max results (max 200). | | `offset` | integer | No | Pagination offset. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_recent_items_list` [Section titled “box\_recent\_items\_list”](#box_recent_items_list) Retrieves files and folders the user accessed recently. | Name | Type | Required | Description | | -------- | ------- | -------- | ------------------------------------------- | | `fields` | string | No | Comma-separated list of fields to return. | | `limit` | integer | No | Max results. | | `marker` | string | No | Pagination marker from a previous response. | ### Collaborations [Section titled “Collaborations”](#collaborations) ## `box_collaboration_create` [Section titled “box\_collaboration\_create”](#box_collaboration_create) Grants a user or group access to a file or folder. | Name | Type | Required | Description | | -------------------- | ------ | -------- | ------------------------------------------------------------------------------------------------------------------------ | | `item_id` | string | Yes | ID of the file or folder. | | `item_type` | string | Yes | Type of item: `file` or `folder`. | | `accessible_by_id` | string | Yes | Box user or group ID to grant access to. Get user IDs from `box_users_list`. | | `accessible_by_type` | string | Yes | Type: `user` or `group`. | | `role` | string | Yes | Collaboration role: `viewer`, `previewer`, `uploader`, `previewer_uploader`, `viewer_uploader`, `co-owner`, or `editor`. | | `notify` | string | No | Notify collaborator via email (`true`/`false`). | | `can_view_path` | string | No | Allow user to see path to item (`true`/`false`). | | `expires_at` | string | No | Expiry date in ISO 8601 format. | ## `box_collaboration_get` [Section titled “box\_collaboration\_get”](#box_collaboration_get) Retrieves details of a specific collaboration. | Name | Type | Required | Description | | ------------------ | ------ | -------- | ------------------------------------------------------------------------------------------------------ | | `collaboration_id` | string | Yes | ID of the collaboration. Get it from `box_folder_collaborations_list` — this is **not** the user’s ID. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_collaboration_update` [Section titled “box\_collaboration\_update”](#box_collaboration_update) Updates the role or status of a collaboration. | Name | Type | Required | Description | | ------------------ | ------- | -------- | ---------------------------------------------------------------------- | | `collaboration_id` | string | Yes | ID of the collaboration. Get it from `box_folder_collaborations_list`. | | `role` | string | No | New collaboration role. | | `status` | string | No | Collaboration status: `accepted` or `rejected`. | | `expires_at` | string | No | New expiry date in ISO 8601 format. | | `can_view_path` | boolean | No | Allow user to see path to item. | ## `box_collaboration_delete` [Section titled “box\_collaboration\_delete”](#box_collaboration_delete) Removes a collaboration, revoking user or group access. | Name | Type | Required | Description | | ------------------ | ------ | -------- | -------------------------------------------------------------------------------- | | `collaboration_id` | string | Yes | ID of the collaboration to delete. Get it from `box_folder_collaborations_list`. | ## `box_file_collaborations_list` [Section titled “box\_file\_collaborations\_list”](#box_file_collaborations_list) Retrieves all collaborations on a file. | Name | Type | Required | Description | | --------- | ------ | -------- | ----------------------------------------- | | `file_id` | string | Yes | ID of the file. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_folder_collaborations_list` [Section titled “box\_folder\_collaborations\_list”](#box_folder_collaborations_list) Retrieves all collaborations on a folder. | Name | Type | Required | Description | | ----------- | ------ | -------- | ----------------------------------------- | | `folder_id` | string | Yes | ID of the folder. | | `fields` | string | No | Comma-separated list of fields to return. | ### Comments [Section titled “Comments”](#comments) ## `box_comment_create` [Section titled “box\_comment\_create”](#box_comment_create) Adds a comment to a file. | Name | Type | Required | Description | | ---------------- | ------ | -------- | -------------------------------------------------- | | `item_id` | string | Yes | ID of the file to comment on. | | `item_type` | string | Yes | Type of item: `file` or `comment` (for replies). | | `message` | string | Yes | Text of the comment. | | `tagged_message` | string | No | Comment text with `@[user_id:user_name]` mentions. | ## `box_comment_get` [Section titled “box\_comment\_get”](#box_comment_get) Retrieves a comment. | Name | Type | Required | Description | | ------------ | ------ | -------- | -------------------------------------------------------- | | `comment_id` | string | Yes | ID of the comment. Get it from `box_file_comments_list`. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_comment_update` [Section titled “box\_comment\_update”](#box_comment_update) Updates the text of a comment. | Name | Type | Required | Description | | ------------ | ------ | -------- | ---------------------------- | | `comment_id` | string | Yes | ID of the comment to update. | | `message` | string | Yes | New text for the comment. | ## `box_comment_delete` [Section titled “box\_comment\_delete”](#box_comment_delete) Removes a comment. | Name | Type | Required | Description | | ------------ | ------ | -------- | ---------------------------- | | `comment_id` | string | Yes | ID of the comment to delete. | ## `box_file_comments_list` [Section titled “box\_file\_comments\_list”](#box_file_comments_list) Retrieves all comments on a file. | Name | Type | Required | Description | | --------- | ------ | -------- | ----------------------------------------- | | `file_id` | string | Yes | ID of the file. | | `fields` | string | No | Comma-separated list of fields to return. | ### Tasks [Section titled “Tasks”](#tasks) ## `box_task_create` [Section titled “box\_task\_create”](#box_task_create) Creates a task on a file. | Name | Type | Required | Description | | ----------------- | ------ | -------- | -------------------------------------------------------------------------- | | `file_id` | string | Yes | ID of the file to attach the task to. Get it from `box_folder_items_list`. | | `message` | string | No | Task message/description. | | `action` | string | No | Action: `review` or `complete`. | | `due_at` | string | No | Due date in ISO 8601 format (e.g. `2025-12-31T00:00:00Z`). | | `completion_rule` | string | No | Completion rule: `all_assignees` or `any_assignee`. | ## `box_task_get` [Section titled “box\_task\_get”](#box_task_get) Retrieves a task’s details. | Name | Type | Required | Description | | --------- | ------ | -------- | -------------------------------------------------- | | `task_id` | string | Yes | ID of the task. Get it from `box_file_tasks_list`. | ## `box_task_update` [Section titled “box\_task\_update”](#box_task_update) Updates a task’s message, due date, or completion rule. | Name | Type | Required | Description | | ----------------- | ------ | -------- | ------------------------------------------------------- | | `task_id` | string | Yes | ID of the task to update. | | `message` | string | No | New message for the task. | | `due_at` | string | No | New due date in ISO 8601 format. | | `action` | string | No | New action: `review` or `complete`. | | `completion_rule` | string | No | New completion rule: `all_assignees` or `any_assignee`. | ## `box_task_delete` [Section titled “box\_task\_delete”](#box_task_delete) Removes a task from a file. | Name | Type | Required | Description | | --------- | ------ | -------- | ------------------------- | | `task_id` | string | Yes | ID of the task to delete. | ## `box_file_tasks_list` [Section titled “box\_file\_tasks\_list”](#box_file_tasks_list) Retrieves all tasks associated with a file. | Name | Type | Required | Description | | --------- | ------ | -------- | --------------- | | `file_id` | string | Yes | ID of the file. | ## `box_task_assignment_create` [Section titled “box\_task\_assignment\_create”](#box_task_assignment_create) Assigns a task to a user. | Name | Type | Required | Description | | ------------ | ------ | -------- | ------------------------------------------------------------------- | | `task_id` | string | Yes | ID of the task to assign. Get it from `box_file_tasks_list`. | | `user_id` | string | No | ID of the user to assign the task to. Get it from `box_users_list`. | | `user_login` | string | No | Email login of the user (alternative to `user_id`). | ## `box_task_assignment_get` [Section titled “box\_task\_assignment\_get”](#box_task_assignment_get) Retrieves a specific task assignment. | Name | Type | Required | Description | | -------------------- | ------ | -------- | ------------------------------------------------------------------- | | `task_assignment_id` | string | Yes | ID of the task assignment. Get it from `box_task_assignments_list`. | ## `box_task_assignment_update` [Section titled “box\_task\_assignment\_update”](#box_task_assignment_update) Updates a task assignment (complete, approve, or reject). | Name | Type | Required | Description | | -------------------- | ------ | -------- | ----------------------------------------------------------------------- | | `task_assignment_id` | string | Yes | ID of the task assignment. | | `message` | string | No | Optional message/comment for the resolution. | | `resolution_state` | string | No | Resolution state: `completed`, `incomplete`, `approved`, or `rejected`. | Completed tasks Box returns a `403` error when you try to delete an assignment on a completed task. This is expected API behavior — only delete assignments on tasks with `incomplete` status. ## `box_task_assignment_delete` [Section titled “box\_task\_assignment\_delete”](#box_task_assignment_delete) Removes a task assignment from a user. | Name | Type | Required | Description | | -------------------- | ------ | -------- | ------------------------------------ | | `task_assignment_id` | string | Yes | ID of the task assignment to remove. | ## `box_task_assignments_list` [Section titled “box\_task\_assignments\_list”](#box_task_assignments_list) Retrieves all assignments for a task. | Name | Type | Required | Description | | --------- | ------ | -------- | --------------- | | `task_id` | string | Yes | ID of the task. | ### Shared links [Section titled “Shared links”](#shared-links) ## `box_shared_link_file_create` [Section titled “box\_shared\_link\_file\_create”](#box_shared_link_file_create) Creates or updates a shared link for a file. | Name | Type | Required | Description | | -------------- | ------- | -------- | ---------------------------------------------------------------- | | `file_id` | string | Yes | ID of the file. | | `access` | string | No | Shared link access level: `open`, `company`, or `collaborators`. | | `unshared_at` | string | No | Expiry date in ISO 8601 format. | | `password` | string | No | Password to protect the shared link. | | `can_download` | boolean | No | Allow download (`true`/`false`). | | `can_preview` | boolean | No | Allow preview (`true`/`false`). | ## `box_shared_link_folder_create` [Section titled “box\_shared\_link\_folder\_create”](#box_shared_link_folder_create) Creates or updates a shared link for a folder. | Name | Type | Required | Description | | -------------- | ------- | -------- | ---------------------------------------------------------------- | | `folder_id` | string | Yes | ID of the folder. | | `access` | string | No | Shared link access level: `open`, `company`, or `collaborators`. | | `unshared_at` | string | No | Expiry date in ISO 8601 format. | | `password` | string | No | Password to protect the shared link. | | `can_download` | boolean | No | Allow download (`true`/`false`). | ### Collections [Section titled “Collections”](#collections) ## `box_collections_list` [Section titled “box\_collections\_list”](#box_collections_list) Retrieves all collections for the user (e.g. Favorites). | Name | Type | Required | Description | | -------- | ------- | -------- | ----------------------------------------- | | `fields` | string | No | Comma-separated list of fields to return. | | `offset` | integer | No | Pagination offset. | | `limit` | integer | No | Max results. | ## `box_collection_items_list` [Section titled “box\_collection\_items\_list”](#box_collection_items_list) Retrieves the items in a collection. Use `box_collections_list` first to get the collection ID. | Name | Type | Required | Description | | --------------- | ------- | -------- | --------------------------------------------------------- | | `collection_id` | string | Yes | ID of the collection. Get it from `box_collections_list`. | | `fields` | string | No | Comma-separated list of fields to return. | | `offset` | integer | No | Pagination offset. | | `limit` | integer | No | Max results. | ### Metadata [Section titled “Metadata”](#metadata) ## `box_file_metadata_create` [Section titled “box\_file\_metadata\_create”](#box_file_metadata_create) Applies metadata to a file using a metadata template. Requires an enterprise metadata template. | Name | Type | Required | Description | | -------------- | ------ | -------- | ---------------------------------------------------------------------------------- | | `file_id` | string | Yes | ID of the file. | | `scope` | string | Yes | Template scope: `global` or `enterprise`. | | `template_key` | string | Yes | Key of the metadata template. Get it from `box_metadata_templates_list`. | | `data_json` | string | Yes | JSON string of metadata fields and values, e.g. `"{\"department\": \"Finance\"}"`. | ## `box_file_metadata_get` [Section titled “box\_file\_metadata\_get”](#box_file_metadata_get) Retrieves a specific metadata instance on a file. | Name | Type | Required | Description | | -------------- | ------ | -------- | ----------------------------------------- | | `file_id` | string | Yes | ID of the file. | | `scope` | string | Yes | Template scope: `global` or `enterprise`. | | `template_key` | string | Yes | Key of the metadata template. | ## `box_file_metadata_list` [Section titled “box\_file\_metadata\_list”](#box_file_metadata_list) Retrieves all metadata instances attached to a file. | Name | Type | Required | Description | | --------- | ------ | -------- | --------------- | | `file_id` | string | Yes | ID of the file. | ## `box_file_metadata_delete` [Section titled “box\_file\_metadata\_delete”](#box_file_metadata_delete) Removes a metadata instance from a file. | Name | Type | Required | Description | | -------------- | ------ | -------- | ----------------------------------------- | | `file_id` | string | Yes | ID of the file. | | `scope` | string | Yes | Template scope: `global` or `enterprise`. | | `template_key` | string | Yes | Key of the metadata template. | ## `box_folder_metadata_list` [Section titled “box\_folder\_metadata\_list”](#box_folder_metadata_list) Retrieves all metadata instances on a folder. | Name | Type | Required | Description | | ----------- | ------ | -------- | ----------------- | | `folder_id` | string | Yes | ID of the folder. | ## `box_metadata_template_get` [Section titled “box\_metadata\_template\_get”](#box_metadata_template_get) Retrieves a metadata template schema. Returns `404` if no enterprise templates exist. | Name | Type | Required | Description | | -------------- | ------ | -------- | ------------------------------------------------ | | `scope` | string | Yes | Scope of the template: `global` or `enterprise`. | | `template_key` | string | Yes | Key of the metadata template. | ## `box_metadata_templates_list` [Section titled “box\_metadata\_templates\_list”](#box_metadata_templates_list) Retrieves all metadata templates for the enterprise. | Name | Type | Required | Description | | -------- | ------- | -------- | ------------------ | | `marker` | string | No | Pagination marker. | | `limit` | integer | No | Max results. | ### Web links [Section titled “Web links”](#web-links) ## `box_web_link_create` [Section titled “box\_web\_link\_create”](#box_web_link_create) Creates a web link (bookmark) inside a folder. | Name | Type | Required | Description | | ------------- | ------ | -------- | -------------------------------------------- | | `url` | string | Yes | URL of the web link. | | `parent_id` | string | Yes | ID of the parent folder. Use `"0"` for root. | | `name` | string | No | Name for the web link. | | `description` | string | No | Description of the web link. | ## `box_web_link_get` [Section titled “box\_web\_link\_get”](#box_web_link_get) Retrieves a web link’s details. | Name | Type | Required | Description | | ------------- | ------ | -------- | --------------------------------------------------------------------------- | | `web_link_id` | string | Yes | ID of the web link. Get it from `box_folder_items_list` (type: `web_link`). | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_web_link_update` [Section titled “box\_web\_link\_update”](#box_web_link_update) Updates a web link’s URL, name, or description. | Name | Type | Required | Description | | ------------- | ------ | -------- | ----------------------------- | | `web_link_id` | string | Yes | ID of the web link to update. | | `url` | string | No | New URL. | | `name` | string | No | New name. | | `description` | string | No | New description. | | `parent_id` | string | No | New parent folder ID. | ## `box_web_link_delete` [Section titled “box\_web\_link\_delete”](#box_web_link_delete) Removes a web link. | Name | Type | Required | Description | | ------------- | ------ | -------- | ----------------------------- | | `web_link_id` | string | Yes | ID of the web link to delete. | ### Trash [Section titled “Trash”](#trash) ## `box_trash_list` [Section titled “box\_trash\_list”](#box_trash_list) Retrieves items in the user’s trash. | Name | Type | Required | Description | | ----------- | ------- | -------- | ----------------------------------------- | | `fields` | string | No | Comma-separated list of fields to return. | | `limit` | integer | No | Max results. | | `offset` | integer | No | Pagination offset. | | `sort` | string | No | Sort field: `name`, `date`, or `size`. | | `direction` | string | No | Sort direction: `ASC` or `DESC`. | ## `box_trash_file_restore` [Section titled “box\_trash\_file\_restore”](#box_trash_file_restore) Restores a file from the trash. | Name | Type | Required | Description | | ----------- | ------ | -------- | --------------------------------------------------------- | | `file_id` | string | Yes | ID of the trashed file. | | `name` | string | No | New name if the original name is already taken. | | `parent_id` | string | No | Parent folder ID if the original location is unavailable. | ## `box_trash_file_permanently_delete` [Section titled “box\_trash\_file\_permanently\_delete”](#box_trash_file_permanently_delete) Permanently deletes a trashed file. This action cannot be undone. | Name | Type | Required | Description | | --------- | ------ | -------- | ----------------------- | | `file_id` | string | Yes | ID of the trashed file. | ## `box_trash_folder_restore` [Section titled “box\_trash\_folder\_restore”](#box_trash_folder_restore) Restores a folder from the trash. | Name | Type | Required | Description | | ----------- | ------ | -------- | ---------------------------------------------------- | | `folder_id` | string | Yes | ID of the trashed folder. | | `name` | string | No | New name if the original is already taken. | | `parent_id` | string | No | New parent folder ID if the original is unavailable. | ## `box_trash_folder_permanently_delete` [Section titled “box\_trash\_folder\_permanently\_delete”](#box_trash_folder_permanently_delete) Permanently deletes a trashed folder. This action cannot be undone. | Name | Type | Required | Description | | ----------- | ------ | -------- | ------------------------- | | `folder_id` | string | Yes | ID of the trashed folder. | ### Webhooks [Section titled “Webhooks”](#webhooks) Webhooks require the `manage_webhook` scope. ## `box_webhook_create` [Section titled “box\_webhook\_create”](#box_webhook_create) Creates a webhook to receive event notifications when something changes in a file or folder. | Name | Type | Required | Description | | ------------- | ------ | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `target_id` | string | Yes | ID of the file or folder to watch. | | `target_type` | string | Yes | Type of target: `file` or `folder`. | | `address` | string | Yes | HTTPS URL to receive webhook notifications. Must be publicly accessible. | | `triggers` | array | Yes | Array of event strings, e.g. `["FILE.UPLOADED","FILE.DELETED"]`. See [Box webhook triggers](https://developer.box.com/reference/resources/webhook/) for the full list. | ## `box_webhook_get` [Section titled “box\_webhook\_get”](#box_webhook_get) Retrieves a webhook’s details. | Name | Type | Required | Description | | ------------ | ------ | -------- | --------------------------------------------------- | | `webhook_id` | string | Yes | ID of the webhook. Get it from `box_webhooks_list`. | ## `box_webhook_update` [Section titled “box\_webhook\_update”](#box_webhook_update) Updates a webhook’s address or triggers. | Name | Type | Required | Description | | ------------- | ------ | -------- | ------------------------------------ | | `webhook_id` | string | Yes | ID of the webhook to update. | | `address` | string | No | New HTTPS URL for notifications. | | `triggers` | array | No | New array of event strings. | | `target_id` | string | No | New target ID. | | `target_type` | string | No | New target type: `file` or `folder`. | ## `box_webhook_delete` [Section titled “box\_webhook\_delete”](#box_webhook_delete) Removes a webhook. | Name | Type | Required | Description | | ------------ | ------ | -------- | ---------------------------- | | `webhook_id` | string | Yes | ID of the webhook to delete. | ## `box_webhooks_list` [Section titled “box\_webhooks\_list”](#box_webhooks_list) Retrieves all webhooks for the application. | Name | Type | Required | Description | | -------- | ------- | -------- | ------------------ | | `marker` | string | No | Pagination marker. | | `limit` | integer | No | Max results. | ### Users [Section titled “Users”](#users) User management tools require the `manage_managed_users` scope. Users created with Box must use an email address within the enterprise’s verified domain. ## `box_user_me_get` [Section titled “box\_user\_me\_get”](#box_user_me_get) Retrieves information about the currently authenticated user. No parameters required — use this to get your own user ID. | Name | Type | Required | Description | | -------- | ------ | -------- | ----------------------------------------- | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_user_get` [Section titled “box\_user\_get”](#box_user_get) Retrieves information about a specific user. | Name | Type | Required | Description | | --------- | ------ | -------- | ------------------------------------------------------------------ | | `user_id` | string | Yes | ID of the user. Get it from `box_users_list` or `box_user_me_get`. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_users_list` [Section titled “box\_users\_list”](#box_users_list) Retrieves all users in the enterprise. | Name | Type | Required | Description | | ------------- | ------- | -------- | ------------------------------------------------ | | `filter_term` | string | No | Filter users by name or login. | | `user_type` | string | No | Filter by type: `all`, `managed`, or `external`. | | `fields` | string | No | Comma-separated list of fields to return. | | `limit` | integer | No | Max users to return. | | `offset` | integer | No | Pagination offset. | ## `box_user_create` [Section titled “box\_user\_create”](#box_user_create) Creates a new managed user in the enterprise. | Name | Type | Required | Description | | ------------------------- | ------- | -------- | ------------------------------------------------------------------------------ | | `name` | string | Yes | Full name of the user. | | `login` | string | No | Email address (login) for managed users. Must be within the enterprise domain. | | `role` | string | No | User role: `user` or `coadmin`. | | `space_amount` | integer | No | Storage quota in bytes (`-1` for unlimited). | | `is_platform_access_only` | boolean | No | Set `true` for app users (no login required). | ## `box_user_update` [Section titled “box\_user\_update”](#box_user_update) Updates a user’s properties in the enterprise. | Name | Type | Required | Description | | ---------------- | ------- | -------- | ---------------------------------------------------------- | | `user_id` | string | Yes | ID of the user to update. | | `name` | string | No | New full name. | | `role` | string | No | New role: `user` or `coadmin`. | | `status` | string | No | New status: `active`, `inactive`, or `cannot_delete_edit`. | | `space_amount` | integer | No | Storage quota in bytes. | | `tracking_codes` | string | No | Tracking codes as a JSON array string. | ## `box_user_delete` [Section titled “box\_user\_delete”](#box_user_delete) Removes a user from the enterprise. | Name | Type | Required | Description | | --------- | ------ | -------- | ---------------------------------------------------------- | | `user_id` | string | Yes | ID of the user to delete. | | `notify` | string | No | Notify user via email (`true`/`false`). | | `force` | string | No | Force deletion even if user owns content (`true`/`false`). | ## `box_user_memberships_list` [Section titled “box\_user\_memberships\_list”](#box_user_memberships_list) Retrieves all group memberships for a user. | Name | Type | Required | Description | | --------- | ------- | -------- | ------------------ | | `user_id` | string | Yes | ID of the user. | | `limit` | integer | No | Max results. | | `offset` | integer | No | Pagination offset. | ### Groups [Section titled “Groups”](#groups) Group tools require the `manage_groups` scope. ## `box_groups_list` [Section titled “box\_groups\_list”](#box_groups_list) Retrieves all groups in the enterprise. | Name | Type | Required | Description | | ------------- | ------- | -------- | ----------------------------------------- | | `filter_term` | string | No | Filter groups by name. | | `fields` | string | No | Comma-separated list of fields to return. | | `limit` | integer | No | Max results. | | `offset` | integer | No | Pagination offset. | ## `box_group_create` [Section titled “box\_group\_create”](#box_group_create) Creates a new group in the enterprise. | Name | Type | Required | Description | | -------------------------- | ------ | -------- | ---------------------------------------------------------------------------------------- | | `name` | string | Yes | Name of the group. | | `description` | string | No | Description of the group. | | `provenance` | string | No | Identifier to distinguish manually created vs synced groups. | | `invitability_level` | string | No | Who can invite to group: `admins_only`, `admins_and_members`, or `all_managed_users`. | | `member_viewability_level` | string | No | Who can view group members: `admins_only`, `admins_and_members`, or `all_managed_users`. | ## `box_group_get` [Section titled “box\_group\_get”](#box_group_get) Retrieves information about a group. | Name | Type | Required | Description | | ---------- | ------ | -------- | ----------------------------------------------- | | `group_id` | string | Yes | ID of the group. Get it from `box_groups_list`. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_group_update` [Section titled “box\_group\_update”](#box_group_update) Updates a group’s properties. | Name | Type | Required | Description | | -------------------------- | ------ | -------- | ---------------------------------------------------------------------------- | | `group_id` | string | Yes | ID of the group to update. | | `name` | string | No | New name for the group. | | `description` | string | No | New description. | | `invitability_level` | string | No | Who can invite: `admins_only`, `admins_and_members`, or `all_managed_users`. | | `member_viewability_level` | string | No | Who can view members. | ## `box_group_delete` [Section titled “box\_group\_delete”](#box_group_delete) Permanently deletes a group. | Name | Type | Required | Description | | ---------- | ------ | -------- | -------------------------- | | `group_id` | string | Yes | ID of the group to delete. | ## `box_group_members_list` [Section titled “box\_group\_members\_list”](#box_group_members_list) Retrieves all members of a group. | Name | Type | Required | Description | | ---------- | ------- | -------- | ------------------ | | `group_id` | string | Yes | ID of the group. | | `limit` | integer | No | Max results. | | `offset` | integer | No | Pagination offset. | ## `box_group_membership_add` [Section titled “box\_group\_membership\_add”](#box_group_membership_add) Adds a user to a group. | Name | Type | Required | Description | | ---------- | ------ | -------- | ---------------------------------------------------- | | `user_id` | string | Yes | ID of the user to add. Get it from `box_users_list`. | | `group_id` | string | Yes | ID of the group. | | `role` | string | No | Role in the group: `member` or `admin`. | ## `box_group_membership_get` [Section titled “box\_group\_membership\_get”](#box_group_membership_get) Retrieves a specific group membership. | Name | Type | Required | Description | | --------------------- | ------ | -------- | ----------------------------------------------------------------- | | `group_membership_id` | string | Yes | ID of the group membership. Get it from `box_group_members_list`. | | `fields` | string | No | Comma-separated list of fields to return. | ## `box_group_membership_update` [Section titled “box\_group\_membership\_update”](#box_group_membership_update) Updates a user’s role in a group. | Name | Type | Required | Description | | --------------------- | ------ | -------- | ------------------------------- | | `group_membership_id` | string | Yes | ID of the membership to update. | | `role` | string | No | New role: `member` or `admin`. | ## `box_group_membership_remove` [Section titled “box\_group\_membership\_remove”](#box_group_membership_remove) Removes a user from a group. | Name | Type | Required | Description | | --------------------- | ------ | -------- | --------------------------------------------------------------------------- | | `group_membership_id` | string | Yes | ID of the group membership to remove. Get it from `box_group_members_list`. | ### Events [Section titled “Events”](#events) ## `box_events_list` [Section titled “box\_events\_list”](#box_events_list) Retrieves events from the Box event stream. Use `admin_logs` for enterprise-wide events (requires `manage_enterprise_properties` scope). | Name | Type | Required | Description | | ----------------- | ------- | -------- | ------------------------------------------------------------- | | `stream_type` | string | No | Event stream type: `all`, `changes`, `sync`, or `admin_logs`. | | `stream_position` | string | No | Pagination position from a previous response. | | `limit` | integer | No | Max events to return. | | `event_type` | string | No | Comma-separated list of event types to filter. | | `created_after` | string | No | Return events after this date (ISO 8601). | | `created_before` | string | No | Return events before this date (ISO 8601). | --- # DOCUMENT BOUNDARY --- # Glossary > A comprehensive glossary of terms related to authentication, authorization, and identity management in B2B SaaS applications. ## Access Token [Section titled “Access Token”](#access-token) * **Definition**: A credential (often a JWT) issued by the authorization server that the client uses to access the resource server. It represents the client’s authorization and typically has an expiry time and scopes attached. The resource server validates this token. ## Administrator [Section titled “Administrator”](#administrator) * **Definition**: An IT administrator responsible for managing identity provider configurations within a customer organization. ## Admin Portal [Section titled “Admin Portal”](#admin-portal) * **Definition**: A customizable web interface for customers’ IT administrators to manage identity provider configurations. ## AI Agent Identity and Attestation [Section titled “AI Agent Identity and Attestation”](#ai-agent-identity-and-attestation) * **Definition**: A process by which an AI agent proves its identity to an authorization server, often using cryptographic evidence (e.g. signed JWT assertions or hardware-backed keys), so the server can trust requests coming from that agent. ## API Endpoint [Section titled “API Endpoint”](#api-endpoint) * **Definition**: A specific URL where an API can be accessed to perform specific operations or retrieve data. ## API Key [Section titled “API Key”](#api-key) * **Definition**: A unique identifier used to authenticate API requests to Scalekit, allowing secure access to the platform’s features and services. ## App [Section titled “App”](#app) * **Definition**: Another term for an application, representing the software product or service sold to customers. ## Application [Section titled “Application”](#application) * **Definition**: The software product or service offered by B2B App developers to customers. * **Example**: A workspace can contain multiple applications. ## Audit Log [Section titled “Audit Log”](#audit-log) * **Definition**: A record of all activities and changes made within the B2B App, used for security and compliance purposes. ## Authentication [Section titled “Authentication”](#authentication) * **Definition**: The process of verifying the identity of a user or system attempting to access the B2B App. ## Authorization [Section titled “Authorization”](#authorization) * **Definition**: The process of determining what actions or resources a user is allowed to access within the B2B App. ## Authorization Server [Section titled “Authorization Server”](#authorization-server) * **Definition**: The server in OAuth that authenticates clients and issues tokens (could be a part of your SaaS or a third-party IdP like Okta Azure AD, etc.). It essentially says “Yes, client X, here is a token proving you are authenticated and allowed to do Y.” ## Authorization URL [Section titled “Authorization URL”](#authorization-url) * **Definition**: The URL to which users are redirected to grant authorization for the B2B App. ## B2B App [Section titled “B2B App”](#b2b-app) * **Definition**: An application designed for use by other businesses or organizations to streamline operations. ## B2B SaaS App [Section titled “B2B SaaS App”](#b2b-saas-app) * **Definition**: A type of B2B App delivered over the internet, allowing access without local installation. ## Claims [Section titled “Claims”](#claims) * **Definition**: Information about a user that is passed from an identity provider to a service provider during authentication. ## Client Credentials Flow [Section titled “Client Credentials Flow”](#client-credentials-flow) * **Definition**: The OAuth process where a machine client exchanges its client ID and secret for an access token from the auth server. No user involved. The resulting token represents the machine and carries scopes for what it can do. ## Configuration [Section titled “Configuration”](#configuration) * **Definition**: The settings and parameters that define how the B2B App interacts with Scalekit and other services. ## Connection [Section titled “Connection”](#connection) * **Definition**: A link between the B2B App and a customer’s identity provider for enabling Single Sign-On (SSO). * **Example**: Each organization can have its own unique connection. ## Customer [Section titled “Customer”](#customer) * **Definition**: A business or organization that uses the application to meet specific needs. ## Custom Attribute [Section titled “Custom Attribute”](#custom-attribute) * **Definition**: Additional fields added to user data in Scalekit for storing extra information. ## Dashboard [Section titled “Dashboard”](#dashboard) * **Definition**: The main control panel within Scalekit for configuring settings, viewing analytics, and managing integrations. ## Deprovisioning [Section titled “Deprovisioning”](#deprovisioning) * **Definition**: The process of removing user access and accounts when they are no longer needed or authorized. ## Directory Provider [Section titled “Directory Provider”](#directory-provider) * **Definition**: An organization offering directory services, including identity providers. ## Directory Sync [Section titled “Directory Sync”](#directory-sync) * **Definition**: A module in Scalekit for automatic provisioning and deprovisioning of user accounts. ## Documentation [Section titled “Documentation”](#documentation) * **Definition**: Comprehensive guides and references that explain how to use and integrate with Scalekit’s features and services. ## Dynamic Client Registration [Section titled “Dynamic Client Registration”](#dynamic-client-registration) * **Definition**: A protocol (RFC 7591) that allows a client application to programmatically register itself with an authorization server to obtain credentials (client ID/secret, etc.). Useful for large-scale or third-party ecosystems where manual registration of clients is not feasible or to enable self-service integration in a controlled way. ## Environment [Section titled “Environment”](#environment) * **Definition**: Different versions or instances of an application, such as test and live environments. * **Example**: Each environment has its own settings and is isolated for security. ## Error Handling [Section titled “Error Handling”](#error-handling) * **Definition**: The process of managing and responding to errors that occur during API calls or application operations. ## Federation [Section titled “Federation”](#federation) * **Definition**: The process of establishing trust between different identity providers and service providers for seamless authentication. ## ID Token [Section titled “ID Token”](#id-token) * **Definition**: A JSON Web Token (JWT) issued by the identity provider containing user identity information. ## Identity Provider (IdP) [Section titled “Identity Provider (IdP)”](#identity-provider-idp) * **Definition**: A service that verifies user identity and provides information about user attributes. ## IdP Simulator [Section titled “IdP Simulator”](#idp-simulator) * **Definition**: A tool that mimics the behavior of an identity provider for testing integrations. ## Integration [Section titled “Integration”](#integration) * **Definition**: The process of connecting Scalekit with other systems or services to enable seamless data flow and functionality. ## JWT [Section titled “JWT”](#jwt) * **Definition**: A standard format for representing claims securely between two parties. It is a compact, URL-safe means of representing claims securely between two parties. ## Logout [Section titled “Logout”](#logout) * **Definition**: The process of ending a user’s session and revoking their access to the B2B App. ## Machine-to-Machine (M2M) Authentication [Section titled “Machine-to-Machine (M2M) Authentication”](#machine-to-machine-m2m-authentication) * **Definition**: Methods for verifying identity between two automated services or software entities without human intervention. Ensures a client program (machine) is trusted by the service it calls, typically via tokens, keys, or certificates. ## MFA (Multi-Factor Authentication) [Section titled “MFA (Multi-Factor Authentication)”](#mfa-multi-factor-authentication) * **Definition**: A security feature that requires users to provide multiple forms of verification before accessing the B2B App. ## Model Context Protocol (MCP) [Section titled “Model Context Protocol (MCP)”](#model-context-protocol-mcp) * **Definition**: A new protocol (spearheaded by Anthropic and others) to standardize how AI models (assistants) can interact with external tools and data. It defines how AI agents can discover available “tools” (APIs) and the context to call them. For auth, MCP leverages OAuth 2.1 – effectively requiring AI agents to go through a secure authorization process to get access to those tools. Think of it as an evolving standard to make AI to SaaS integrations plug-and-play, with security built-in via OAuth. ## Mutual TLS (mTLS) [Section titled “Mutual TLS (mTLS)”](#mutual-tls-mtls) * **Definition**: A transport layer security mechanism where *both client and server present certificates* to mutually authenticate each other during the TLS handshake. Provides strong assurance of identities at connection level and encrypts the traffic. Used in high-security environments and internal service-to-service auth. ## Normalized Payload [Section titled “Normalized Payload”](#normalized-payload) * **Definition**: A standardized format for data sent from Scalekit to the B2B App. ## OAuth [Section titled “OAuth”](#oauth) * **Definition**: A standard protocol for authorization enabling limited access to user data. ## OAuth 2.0/OAuth 2.1 [Section titled “OAuth 2.0/OAuth 2.1”](#oauth-20oauth-21) * **Definition**: An authorization framework widely used for granting access to resources. OAuth 2.0 defines various *flows* (grant types) for different scenarios (authorization code, client credentials, etc.). OAuth 2.1 is an incremental update that compiles security best practices (PKCE required, no legacy flows, etc.). In M2M context, OAuth’s **Client Credentials Grant** is most relevant, allowing a service to get an access token using its own credentials. ## OAuth 2.0 Token Exchange (RFC 8693) [Section titled “OAuth 2.0 Token Exchange (RFC 8693)”](#oauth-20-token-exchange-rfc-8693) * **Definition**: A protocol that lets one token be exchanged for another—for example, an AI agent exchanging its machine-client token for a token scoped to call a downstream service on behalf of a user or another service. Enables delegation and impersonation scenarios. ## OIDC [Section titled “OIDC”](#oidc) * **Definition**: A standard protocol for authentication that builds on OAuth 2.0. ## OpenID Connect (OIDC) [Section titled “OpenID Connect (OIDC)”](#openid-connect-oidc) * **Definition**: An identity layer on top of OAuth 2.0 (often used for user authentication). Mentioned here because the discovery document and id\_token concepts come from OIDC. OIDC isn’t directly about M2M auth (it’s user-centric), but the OIDC discovery (`.well-known`) and JWT usage are leveraged in service auth too. ## Organization [Section titled “Organization”](#organization) * **Definition**: The customers of B2B Apps, typically businesses. * **Example**: Each business is considered an organization with its own users. ## PKCE (Proof Key for Code Exchange) [Section titled “PKCE (Proof Key for Code Exchange)”](#pkce-proof-key-for-code-exchange) * **Definition**: An extension to OAuth used to prevent interception of authorization codes. The client generates a random secret (code verifier) and sends a hashed version (code challenge) in the auth request, then must present the original secret when redeeming the code. Ensures that even if an attacker intercepts the auth code, they can’t exchange it without the secret. PKCE is now recommended for any OAuth client that can’t secure a client secret – including mobile, SPA, and some machine clients. ## PKI (Public Key Infrastructure) [Section titled “PKI (Public Key Infrastructure)”](#pki-public-key-infrastructure) * **Definition**: The system of certificate authorities, processes, and tools for managing digital certificates (like those used in mTLS). Involves issuing certs, distributing them, rotating when expired, revoking if compromised, etc. A robust PKI is needed to effectively use certificate-based auth at scale. ## Provisioning [Section titled “Provisioning”](#provisioning) * **Definition**: The process of creating and managing user accounts and access rights in the B2B App. ## Rate Limiting [Section titled “Rate Limiting”](#rate-limiting) * **Definition**: A mechanism that controls the rate of requests a user or application can make to the API within a specific time period. ## Refresh Token [Section titled “Refresh Token”](#refresh-token) * **Definition**: A long-lived token that can be used to get new access tokens without re-authenticating. In M2M auth, refresh tokens are rarely used because the client can just use its credentials again. Refresh tokens are more for user-based flows to avoid prompting the user frequently. ## Resource Server [Section titled “Resource Server”](#resource-server) * **Definition**: The API or service that the client wants to use – it receives tokens from clients and decides whether to accept them (by validating them). In our context, your SaaS API is a resource server that expects a valid token for requests. ## Role-Based Access Control (RBAC) [Section titled “Role-Based Access Control (RBAC)”](#role-based-access-control-rbac) * **Definition**: A method of regulating access to resources based on the roles of individual users within an organization. ## SAML Assertion [Section titled “SAML Assertion”](#saml-assertion) * **Definition**: A statement by an identity provider indicating a user’s authentication status. ## SCIM [Section titled “SCIM”](#scim) * **Definition**: SCIM (System for Cross-domain Identity Management) is a standard protocol for automating the provisioning and deprovisioning of user accounts and their attributes between an identity provider and a service provider. ## Scopes [Section titled “Scopes”](#scopes) * **Definition**: Strings that define what access is being requested or granted in an OAuth token. For example, `read:inventory` or `payments:create`. Scopes let the token carry permissions, enabling the resource server to allow or deny requests based on scope. Principle of least privilege is implemented by granting minimal scopes. ## Service Account [Section titled “Service Account”](#service-account) * **Definition**: A non-human account used by a software service. In context, it’s an identity set up for a machine to use. For example, a service account could be created for “Data Sync Service” in a customer’s tenant on your app. Service accounts have credentials (like client ID/secret or keys) to authenticate, and usually have roles or scopes assigned just like a user would. They enable organization-level or service-level tokens without tying to an actual person. ## Service Provider [Section titled “Service Provider”](#service-provider) * **Definition**: An entity offering a product or service to another organization or individual, especially in SSO contexts. ## Session [Section titled “Session”](#session) * **Definition**: A period of interaction between a user and the B2B App, typically starting with authentication and ending with logout. ## Social Connection [Section titled “Social Connection”](#social-connection) * **Definition**: Allows users to sign in using their social media accounts. ## SSO (Single Sign-On) [Section titled “SSO (Single Sign-On)”](#sso-single-sign-on) * **Definition**: An authentication method that allows users to access multiple applications with a single set of credentials. ## Team Member [Section titled “Team Member”](#team-member) * **Definition**: Individuals from the B2B App developer’s company who use Scalekit to manage applications. * **Roles**: Can include developers, product managers, or customer support staff. ## Tenant [Section titled “Tenant”](#tenant) * **Definition**: An isolated instance of the B2B App for a specific customer organization, with its own data and configurations. ## Token [Section titled “Token”](#token) * **Definition**: A piece of data that represents a user’s authentication status and permissions, used for accessing protected resources. ## User [Section titled “User”](#user) * **Definition**: An individual who uses the B2B App, typically belonging to a customer organization. ## User Attribute [Section titled “User Attribute”](#user-attribute) * **Definition**: Properties describing a user’s identity, used for authentication and access control. ## Webhook [Section titled “Webhook”](#webhook) * **Definition**: A mechanism for the B2B App to receive notifications or updates from Scalekit. ## Webhook Payload [Section titled “Webhook Payload”](#webhook-payload) * **Definition**: The data sent by Scalekit to the B2B App when a webhook is triggered, containing information about the event. ## Workspace [Section titled “Workspace”](#workspace) * **Definition**: A centralized hub for B2B App developers to manage applications and settings. * **Example**: Think of it as a command center for efficient application management. ## Zero Trust Security [Section titled “Zero Trust Security”](#zero-trust-security) * **Definition**: A security model where no user or device is inherently trusted, even if inside the network. Every access request must be authenticated, authorized, and continuously validated. For M2M, this means authenticating every service communication, minimizing implicit trust, and verifying identities at multiple layers (network & application). It often involves micro-segmentation and strict identity and access management for every machine identity. --- # DOCUMENT BOUNDARY --- # Interceptor triggers > The points in the authentication flow where Scalekit calls your interceptor endpoint ## `PRE_SIGNUP` [Section titled “PRE\_SIGNUP”](#pre_signup) Fires before a user creates a new organization. Use this to validate email domains, check against blocklists, or enforce custom signup policies. ### Request body from Scalekit [Section titled “Request body from Scalekit”](#request-body-from-scalekit) PRE\_SIGNUP — request body ```json 1 { 2 "display_name": "Validate email domain", 3 "trigger_point": "PRE_SIGNUP", 4 "interceptor_context": { 5 "environment_id": "env_92561807201272162", 6 "user_id": "usr_93418238346728951", // Present only if user exists in another organization 7 "user_email": "john.doe@acmecorp.com", // Email attempting to sign up 8 "connection_details": [ 9 { 10 "id": "conn_92561808744978132", 11 "type": "OAUTH", // OAUTH, SAML, OIDC, or PASSWORDLESS 12 "provider": "GOOGLE" // Identity provider used for authentication 13 } 14 ], 15 //Contains parameters from the /oauth/authorize request 16 "auth_request": { 17 "connection_id": "conn_81665025441299343", 18 "organization_id": "org_102953846317318346", 19 "domain": "foocorp.com", 20 "login_hint": "john.doe@example.com", 21 "state": "xsrPHl7k7ARgdhC6" 22 }, 23 "device_type": "Desktop", // Desktop, Mobile, Tablet, or Unknown 24 "ip_address": "203.0.113.24", // Client's IP address for geolocation or blocklist checks 25 "region": "IN", // Two-letter country code 26 "city": "Bengaluru", 27 "user_agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36...", 28 "triggered_at": "2025-10-09T09:48:02.875Z" // ISO 8601 timestamp 29 }, 30 "data": { 31 // User object present only when user already exists in another organization 32 "user": { 33 "id": "usr_93418238346728951", 34 "name": "John Doe", 35 "email": "john.doe@acmecorp.com", 36 "email_verified": true, 37 "created_at": "2025-10-06T11:06:49.120Z", 38 "updated_at": "2025-10-06T13:33:06.479Z", 39 "given_name": "John", 40 "family_name": "Doe", 41 "metadata": { 42 "type": "social_user" 43 }, 44 "memberships": [ // Existing organization memberships 45 { 46 "organization_id": "org_93418204671239864", 47 "status": "ACTIVE", 48 "roles": [ 49 "admin" 50 ], 51 "metadata": { 52 "cost": { 53 "category": "platform", 54 "region": "US" 55 }, 56 "department": "engineering" 57 }, 58 "organization_name": "Example inc" 59 } 60 ] 61 } 62 } 63 } ``` ### Response format to return [Section titled “Response format to return”](#response-format-to-return) PRE\_SIGNUP — response body ```json 1 { 2 // Required: choose ALLOW or DENY 3 "decision": "DENY", // ALLOW | DENY 4 // Optional with DENY 5 "error": { 6 "message": "Only @acmecorp.com email addresses are allowed to sign up" // Shown to user when DENY 7 }, 8 // Optional with ALLOW, Include when the user is to be provisioned in an existing organization. 9 "response": { 10 "create_organization_membership": { 11 // either external_organization_id or organization_id is required 12 "external_organization_id": "ext_B6YycAGRaPmnuxAFPT5KI4HBHxr4qWX", 13 "organization_id": "org_102953846317318346", 14 "roles": [ 15 "admin", 16 "viewer" 17 ] 18 } 19 } 20 } ``` ## `PRE_SESSION_CREATION` [Section titled “PRE\_SESSION\_CREATION”](#pre_session_creation) Fires before session tokens are issued for a user. Use this to add custom claims to the access token, apply conditional access policies, or integrate with external authorization systems. ### Request body from Scalekit [Section titled “Request body from Scalekit”](#request-body-from-scalekit-1) PRE\_SESSION\_CREATION — request body ```json 1 { 2 "display_name": "Add custom claims to tokens", 3 "trigger_point": "PRE_SESSION_CREATION", 4 "interceptor_context": { 5 "environment_id": "env_92561807204567213", 6 "user_id": "usr_93418238346728951", 7 "user_email": "john.doe@acmecorp.com", 8 "organization_id": "org_93418204671239864", // Organization user is logging into 9 "connection_details": [ 10 { 11 "id": "conn_92561808744978132", 12 "type": "OAUTH", // Authentication method used 13 "provider": "GOOGLE" 14 } 15 ], 16 "user_agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36...", 17 "device_type": "Desktop", // Desktop, Mobile, Tablet, or Unknown 18 "ip_address": "203.0.113.24", // Use for conditional access based on location 19 "region": "US", // Two-letter country code 20 "city": "San Francisco", 21 "triggered_at": "2025-10-08T15:22:42.381Z" // ISO 8601 timestamp 22 }, 23 "data": { 24 "user": { 25 "id": "usr_93418238346728951", 26 "name": "John Doe", 27 "email": "john.doe@acmecorp.com", 28 "email_verified": true, 29 "created_at": "2025-10-06T11:06:49.120Z", 30 "updated_at": "2025-10-06T13:33:06.479Z", 31 "first_name": "John", 32 "last_name": "Doe", 33 "memberships": [ // All organizations this user belongs to 34 { 35 "organization_id": "org_93418204671239864", 36 "status": "ACTIVE" 37 } 38 ] 39 } 40 } 41 } ``` ### Response format to return [Section titled “Response format to return”](#response-format-to-return-1) PRE\_SESSION\_CREATION — response body ```json 1 { 2 "decision": "ALLOW", // Required: ALLOW to issue tokens, DENY to block login 3 "response": { 4 "claims": { // Optional: Custom claims added to the access token (under `custom_claims`) 5 "subscription_tier": "enterprise", 6 "data_region": "us-west-2", 7 "feature_flags": ["analytics_dashboard", "api_access", "custom_branding"], 8 "account_manager": "jane.smith@acmecorp.com" 9 } 10 } 11 } ``` Modify token claims in the response The `claims` field lets you add custom information that will be included in the access token issued by Scalekit (under the `custom_claims` key). ## `PRE_USER_INVITATION` [Section titled “PRE\_USER\_INVITATION”](#pre_user_invitation) Fires before an invitation is created or sent for a new organization member. Use this to validate invitee email addresses, enforce invitation policies, or check user limits. ### Request body from Scalekit [Section titled “Request body from Scalekit”](#request-body-from-scalekit-2) PRE\_USER\_INVITATION — request body ```json 1 { 2 "display_name": "Validate invitation policy", 3 "trigger_point": "PRE_USER_INVITATION", 4 "interceptor_context": { 5 "environment_id": "env_92561807201272162", 6 "user_id": "usr_93418238346728951", // Present only if invitee already exists in another org 7 "user_email": "sarah.johnson@contractor.com", // Email address being invited 8 "organization_id": "org_93731871904672153", // Organization sending the invitation 9 "city": "Bengaluru", 10 "device_type": "Desktop", // Device of the person sending the invitation 11 "ip_address": "182.156.5.2", // IP of the person sending the invitation 12 "region": "IN", // Two-letter country code 13 "user_agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36...", 14 "triggered_at": "2025-10-09T12:50:41.803Z" // ISO 8601 timestamp 15 }, 16 "data": { 17 "organization": { // Organization details for context 18 "id": "org_93731871904672153", 19 "name": "Acme Corp" 20 } 21 } 22 } ``` ### Response format to return [Section titled “Response format to return”](#response-format-to-return-2) PRE\_USER\_INVITATION — response body ```json 1 { 2 "decision": "DENY", // Required: ALLOW to send invitation, DENY to block 3 "error": { 4 "message": "Cannot invite users from external domains. Please use @acmecorp.com email addresses." // Shown when DENY 5 } 6 } ``` ## `PRE_M2M_TOKEN_CREATION` [Section titled “PRE\_M2M\_TOKEN\_CREATION”](#pre_m2m_token_creation) Fires before issuing a machine-to-machine access token. Use this to add custom claims, modify scopes dynamically, or apply conditional access rules for service-to-service authentication. ### Request body from Scalekit [Section titled “Request body from Scalekit”](#request-body-from-scalekit-3) PRE\_M2M\_TOKEN\_CREATION — request body ```json 1 { 2 "display_name": "Validate M2M client permissions", 3 "trigger_point": "PRE_M2M_TOKEN_CREATION", 4 "interceptor_context": { 5 "environment_id": "env_17002334043308132", 6 "client_id": "m2morg_93710427703245914", // M2M client requesting the token 7 "user_agent": "deployment-service/2.1.0", // Service making the request 8 "device_type": "Unknown", 9 "triggered_at": "2025-10-08T21:22:20.173Z" // ISO 8601 timestamp 10 }, 11 "data": { 12 "m2m_token_claims": { // Claims that will be included in the token 13 "client_id": "m2morg_93710427703245914", 14 "claims": { 15 "custom_claims": { // Existing custom claims from client configuration 16 "service_name": "deployment-automation", 17 "deployment_environment": "production" 18 }, 19 "oid": "org_89669394174574792", // Organization ID for this M2M client 20 "scope": "deploy:applications read:deployments write:logs", // Space-separated scopes 21 "scopes": [ // Array of individual scopes requested 22 "deploy:applications", 23 "read:deployments", 24 "write:logs" 25 ] 26 } 27 } 28 } 29 } ``` ### Response format to return [Section titled “Response format to return”](#response-format-to-return-3) PRE\_M2M\_TOKEN\_CREATION — response body ```json 1 { 2 "decision": "ALLOW", // Required: ALLOW to issue token, DENY to block 3 "response": { 4 "claims": { // Optional: Add or modify claims in the M2M token 5 "scope": "deploy:applications read:deployments", // Can modify scopes dynamically 6 "aud": "https://api.acmecorp.com", // Target audience for the token 7 "rate_limit": "1000", // Custom claim for rate limiting 8 "environment": "production" // Custom claim for environment context 9 } 10 } 11 } ``` --- # DOCUMENT BOUNDARY --- # Directory events > Explore the webhook events related to directory operations in Scalekit, including user and group creation, updates, and deletions. ## Directory connection events [Section titled “Directory connection events”](#directory-connection-events) ### `organization.directory_enabled` [Section titled “organization.directory\_enabled”](#organizationdirectory_enabled) This webhook is triggered when a directory sync is enabled. The event type is `organization.directory_enabled` For most SCIM providers, `organization.directory_enabled` is emitted as soon as an admin selects the identity provider in the Scalekit admin portal. Scalekit can begin listening for directory events immediately, so customers often see `organization.directory_created` and `organization.directory_enabled` before the admin finishes configuration on the provider side. Google SCIM is the main exception. Because it requires an additional OAuth authorization step, `organization.directory_enabled` is emitted only after that authorization is completed. This differs from [`organization.sso_enabled`](/reference/webhooks/sso-events/#organizationsso_enabled), which is emitted only after the admin finishes the full SSO configuration. organization.directory\_enabled ```json 1 { 2 "environment_id": "env_27758032200925221", 3 "id": "evt_55136848686613000", 4 "object": "Directory", 5 "occurred_at": "2025-01-15T08:55:22.802860294Z", 6 "organization_id": "org_55135410258444802", 7 "spec_version": "1", 8 "type": "organization.directory_enabled", 9 "data": { 10 "directory_type": "SCIM", 11 "enabled": false, 12 "id": "dir_55135622825771522", 13 "organization_id": "org_55135410258444802", 14 "provider": "OKTA", 15 "updated_at": "2025-01-15T08:55:22.792993454Z" 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------- | ------------------------------------------------------------- | | `id` | string | Unique identifier for the directory connection | | `directory_type` | string | The type of directory synchronization | | `enabled` | boolean | Indicates if the directory sync is enabled | | `environment_id` | string | Identifier for the environment | | `last_sync_at` | null | Timestamp of the last synchronization, null if not yet synced | | `organization_id` | string | Identifier for the organization | | `provider` | string | The provider of the directory | | `updated_at` | string | Timestamp of when the configuration was last updated | | `occurred_at` | string | Timestamp of when the event occurred | ### `organization.directory_disabled` [Section titled “organization.directory\_disabled”](#organizationdirectory_disabled) This webhook is triggered when a directory sync is disabled. The event type is `organization.directory_disabled` organization.directory\_disabled ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891640779079756", 4 "type": "organization.directory_disabled", 5 "occurred_at": "2025-01-06T18:45:21.057814Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "Directory", 9 "data": { 10 "directory_type": "SCIM", 11 "enabled": false, 12 "id": "dir_53879621145330183", 13 "organization_id": "org_53879494091473415", 14 "provider": "OKTA", 15 "updated_at": "2025-01-06T18:45:21.04978184Z" 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------- | -------------------------------------------------------------------------------- | | `directory_type` | string | Type of directory protocol used for synchronization | | `enabled` | boolean | Indicates whether the directory synchronization is currently enabled or disabled | | `id` | string | Unique identifier for the directory connection | | `last_sync_at` | string | Timestamp of the most recent directory synchronization | | `organization_id` | string | Unique identifier of the organization associated with this directory | | `provider` | string | Identity provider for the directory connection | | `status` | string | Current status of the directory synchronization process | | `updated_at` | string | Timestamp of the most recent update to the directory connection | | `occurred_at` | string | Timestamp of when the event occurred | ## Directory User Events [Section titled “Directory User Events”](#directory-user-events) ### `organization.directory.user_created` [Section titled “organization.directory.user\_created”](#organizationdirectoryuser_created) This webhook is triggered when a new directory user is created. The event type is `organization.directory.user_created` organization.directory.user\_created ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891546994442316", 4 "type": "organization.directory.user_created", 5 "occurred_at": "2025-01-06T18:44:25.153954Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "DirectoryUser", 9 "data": { 10 "active": true, 11 "cost_center": "QAUZJUHSTYCN", 12 "custom_attributes": { 13 "mobile_phone_number": "1-579-4072" 14 }, 15 "department": "HNXJPGISMIFN", 16 "division": "MJFUEYJOKICN", 17 "dp_id": "", 18 "email": "flavio@runolfsdottir.co.duk", 19 "employee_id": "AWNEDTILGaIZN", 20 "family_name": "Jaquelin", 21 "given_name": "Dayton", 22 "groups": [ 23 { 24 "id": "dirgroup_12312312312312", 25 "name": "Group Name" 26 } 27 ], 28 "id": "diruser_53891546960887884", 29 "language": "se", 30 "locale": "LLWLEWESPLDC", 31 "name": "QURGUZZDYMFU", 32 "nickname": "DTUODYKGFPPC", 33 "organization": "AUIITQVUQGVH", 34 "organization_id": "org_53879494091473415", 35 "phone_number": "1-579-4072", 36 "preferred_username": "kuntala1233a", 37 "profile": "YMIUQUHKGVAX", 38 "raw_attributes": {}, 39 "title": "FKQBHCWJXZSC", 40 "user_type": "RBQFJSQEFAEH", 41 "zoneinfo": "America/Araguaina", 42 "roles": [ 43 { 44 "role_name": "billing_admin" 45 } 46 ] 47 } 48 } ``` | Field | Type | Description | | -------------------- | ------- | ---------------------------------------------------------------------------------- | | `id` | string | Unique ID of the Directory User | | `organization_id` | string | Unique ID of the Organization to which this directory user belongs | | `dp_id` | string | Unique ID of the User in the Directory Provider (IdP) system | | `preferred_username` | string | Preferred username of the directory user | | `email` | string | Email of the directory user | | `active` | boolean | Indicates if the directory user is active | | `name` | string | Fully formatted name of the directory user | | `roles` | array | Array of roles assigned to the directory user | | `groups` | array | Array of groups to which the directory user belongs | | `given_name` | string | Given name of the directory user | | `family_name` | string | Family name of the directory user | | `nickname` | string | Nickname of the directory user | | `picture` | string | URL of the directory user’s profile picture | | `phone_number` | string | Phone number of the directory user | | `address` | object | Address of the directory user | | `custom_attributes` | object | Custom attributes of the directory user | | `raw_attributes` | object | Raw attributes of the directory user as received from the Directory Provider (IdP) | ### `organization.directory.user_updated` [Section titled “organization.directory.user\_updated”](#organizationdirectoryuser_updated) This webhook is triggered when a directory user is updated. The event type is `organization.directory.user_updated` organization.directory.user\_updated ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891546994442316", 4 "type": "organization.directory.user_updated", 5 "occurred_at": "2025-01-06T18:44:25.153954Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "DirectoryUser", 9 "data": { 10 "id": "diruser_12312312312312", 11 "organization_id": "org_53879494091473415", 12 "dp_id": "", 13 "preferred_username": "", 14 "email": "john.doe@example.com", 15 "active": true, 16 "name": "John Doe", 17 "roles": [ 18 { 19 "role_name": "billing_admin" 20 } 21 ], 22 "groups": [ 23 { 24 "id": "dirgroup_12312312312312", 25 "name": "Group Name" 26 } 27 ], 28 "given_name": "John", 29 "family_name": "Doe", 30 "nickname": "Jhonny boy", 31 "picture": "https://image.com/profile.jpg", 32 "phone_number": "1234567892", 33 "address": { 34 "postal_code": "64112", 35 "state": "Missouri", 36 "formatted": "123, Oxford Lane, Kansas City, Missouri, 64112" 37 }, 38 "custom_attributes": { 39 "attribute1": "value1", 40 "attribute2": "value2" 41 }, 42 "raw_attributes": {} 43 } 44 } ``` | Field | Type | Description | | -------------------- | ------- | ---------------------------------------------------------------------------------- | | `id` | string | Unique ID of the Directory User | | `organization_id` | string | Unique ID of the Organization to which this directory user belongs | | `dp_id` | string | Unique ID of the User in the Directory Provider (IdP) system | | `preferred_username` | string | Preferred username of the directory user | | `email` | string | Email of the directory user | | `active` | boolean | Indicates if the directory user is active | | `name` | string | Fully formatted name of the directory user | | `roles` | array | Array of roles assigned to the directory user | | `groups` | array | Array of groups to which the directory user belongs | | `given_name` | string | Given name of the directory user | | `family_name` | string | Family name of the directory user | | `nickname` | string | Nickname of the directory user | | `picture` | string | URL of the directory user’s profile picture | | `phone_number` | string | Phone number of the directory user | | `address` | object | Address of the directory user | | `custom_attributes` | object | Custom attributes of the directory user | | `raw_attributes` | object | Raw attributes of the directory user as received from the Directory Provider (IdP) | ### `organization.directory.user_deleted` [Section titled “organization.directory.user\_deleted”](#organizationdirectoryuser_deleted) This webhook is triggered when a directory user is deleted. The event type is `organization.directory.user_deleted` organization.directory.user\_deleted ```json 1 { 2 "spec_version": "1", 3 "id": "evt_53891546994442316", 4 "type": "organization.directory.user_deleted", 5 "occurred_at": "2025-01-06T18:44:25.153954Z", 6 "environment_id": "env_53814739859406915", 7 "organization_id": "org_53879494091473415", 8 "object": "DirectoryUser", 9 "data": { 10 "id": "diruser_12312312312312", 11 "organization_id": "org_12312312312312", 12 "dp_id": "", 13 "email": "john.doe@example.com" 14 } 15 } ``` | Field | Type | Description | | ----------------- | ------ | ------------------------------------------------------------------ | | `id` | string | Unique ID of the Directory User | | `organization_id` | string | Unique ID of the Organization to which this directory user belongs | | `dp_id` | string | Unique ID of the User in the Directory Provider (IdP) system | | `email` | string | Email of the directory user | ## Directory Group Events [Section titled “Directory Group Events”](#directory-group-events) ### `organization.directory.group_created` [Section titled “organization.directory.group\_created”](#organizationdirectorygroup_created) This webhook is triggered when a new directory group is created. The event type is `organization.directory.group_created` organization.directory.group\_created ```json 1 { 2 "spec_version": "1", 3 "id": "evt_38862741515010639", 4 "environment_id": "env_32080745237316098", 5 "object": "DirectoryGroup", 6 "occurred_at": "2024-09-25T02:26:39.036398577Z", 7 "organization_id": "org_38609339635728478", 8 "type": "organization.directory.group_created", 9 "data": { 10 "directory_id": "dir_38610496391217780", 11 "display_name": "Avengers", 12 "external_id": null, 13 "id": "dirgroup_38862741498233423", 14 "organization_id": "org_38609339635728478", 15 "raw_attributes": {} 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------ | --------------------------------------------------------- | | `directory_id` | string | Unique identifier for the directory | | `display_name` | string | Display name of the directory group | | `external_id` | null | External identifier for the group, null if not specified | | `id` | string | Unique identifier for the directory group | | `organization_id` | string | Identifier for the organization associated with the group | | `raw_attributes` | object | Raw attributes of the directory provider | ### `organization.directory.group_updated` [Section titled “organization.directory.group\_updated”](#organizationdirectorygroup_updated) This webhook is triggered when a directory group is updated. The event type is `organization.directory.group_updated` organization.directory.group\_updated ```json 1 { 2 "spec_version": "1", 3 "id": "evt_38864948910162368", 4 "organization_id": "org_38609339635728478", 5 "type": "organization.directory.group_updated", 6 "environment_id": "env_32080745237316098", 7 "object": "DirectoryGroup", 8 "occurred_at": "2024-09-25T02:48:34.745030921Z", 9 "data": { 10 "directory_id": "dir_38610496391217780", 11 "display_name": "Avengers", 12 "external_id": "", 13 "id": "dirgroup_38862741498233423", 14 "organization_id": "org_38609339635728478", 15 "raw_attributes": {} 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------ | --------------------------------------------------------- | | `directory_id` | string | Unique identifier for the directory | | `display_name` | string | Display name of the directory group | | `external_id` | null | External identifier for the group, null if not specified | | `id` | string | Unique identifier for the directory group | | `organization_id` | string | Identifier for the organization associated with the group | | `raw_attributes` | object | Raw attributes of the directory group | ### `organization.directory.group_deleted` [Section titled “organization.directory.group\_deleted”](#organizationdirectorygroup_deleted) This webhook is triggered when a directory group is deleted. The event type is `organization.directory.group_deleted` organization.directory.group\_deleted ```json 1 { 2 "spec_version": "1", 3 "id": "evt_40650399597723966", 4 "environment_id": "env_12205603854221623", 5 "object": "DirectoryGroup", 6 "occurred_at": "2024-10-07T10:25:26.289331747Z", 7 "organization_id": "org_39802449573184223", 8 "type": "organization.directory.group_deleted", 9 "data": { 10 "directory_id": "dir_39802485862301855", 11 "display_name": "Admins", 12 "dp_id": "7c66a173-79c6-4270-ac78-8f35a8121e0a", 13 "id": "dirgroup_40072007005503806", 14 "organization_id": "org_39802449573184223", 15 "raw_attributes": {} 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------ | ------------------------------------------------------------------- | | `directory_id` | string | Unique identifier for the directory | | `display_name` | string | Display name of the directory group | | `dp_id` | string | Unique identifier for the group in the directory provider system | | `id` | string | Unique identifier for the directory group | | `organization_id` | string | Identifier for the organization associated with the group | | `raw_attributes` | object | Raw attributes of the directory group as received from the provider | --- # DOCUMENT BOUNDARY --- # Organization events > Explore the webhook events related to organization operations in Scalekit, including creation, updates, and deletions. This page documents the webhook events related to organization operations in Scalekit. *** ## Organization events [Section titled “Organization events”](#organization-events) ### `organization.created` [Section titled “organization.created”](#organizationcreated) This webhook is triggered when a new organization is created. The event type is `organization.created` organization.created ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_1234567890", 4 "object": "Organization", 5 "occurred_at": "2024-01-15T10:30:00.123456789Z", 6 "organization_id": "org_1234567890", 7 "spec_version": "1", 8 "type": "organization.created", 9 "data": { 10 "create_time": "2025-12-09T09:25:02.02Z", 11 "display_name": "AcmeCorp", 12 "external_id": "org_external_123", 13 "id": "org_1234567890", 14 "metadata": null, 15 "region_code": "US", 16 "update_time": "2025-12-09T09:25:02.025330364Z", 17 "settings": { 18 "features": [ 19 { 20 "enabled": true, 21 "name": "sso" 22 }, 23 { 24 "enabled": false, 25 "name": "dir_sync" 26 } 27 ] 28 } 29 } 30 } ``` | Field | Type | Description | | ------------------- | -------------- | ----------------------------------------------------------------------------- | | `id` | string | Unique identifier for the organization | | `external_id` | string \| null | External identifier for the organization, if provided | | `display_name` | string \| null | Name of the organization, if provided | | `region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `create_time` | string | Timestamp of when the organization was created | | `update_time` | string \| null | Timestamp of when the organization was last updated | | `metadata` | object \| null | Additional metadata associated with the organization | | `settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `settings.features` | array | Array of feature objects with enabled status and name | ### `organization.updated` [Section titled “organization.updated”](#organizationupdated) This webhook is triggered when an organization is updated. The event type is `organization.updated` organization.updated ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_2345678901", 4 "object": "Organization", 5 "occurred_at": "2024-01-15T10:35:00.123456789Z", 6 "organization_id": "org_1234567890", 7 "spec_version": "1", 8 "type": "organization.updated", 9 "data": { 10 "create_time": "2025-12-09T09:25:02.02Z", 11 "display_name": "AcmeCorp", 12 "external_id": "org_external_123", 13 "id": "org_1234567890", 14 "metadata": null, 15 "region_code": "US", 16 "update_time": "2025-12-09T09:25:02.025330364Z", 17 "settings": { 18 "features": [ 19 { 20 "enabled": true, 21 "name": "sso" 22 }, 23 { 24 "enabled": false, 25 "name": "dir_sync" 26 } 27 ] 28 } 29 } 30 } ``` | Field | Type | Description | | ------------------- | -------------- | ----------------------------------------------------------------------------- | | `id` | string | Unique identifier for the organization | | `external_id` | string \| null | External identifier for the organization, if provided | | `display_name` | string \| null | Name of the organization, if provided | | `region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `create_time` | string | Timestamp of when the organization was created | | `update_time` | string \| null | Timestamp of when the organization was last updated | | `metadata` | object \| null | Additional metadata associated with the organization | | `settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `settings.features` | array | Array of feature objects with enabled status and name | ### `organization.deleted` [Section titled “organization.deleted”](#organizationdeleted) This webhook is triggered when an organization is deleted. The event type is `organization.deleted` organization.deleted ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_3456789012", 4 "object": "Organization", 5 "occurred_at": "2024-01-15T10:40:00.123456789Z", 6 "organization_id": "org_1234567890", 7 "spec_version": "1", 8 "type": "organization.deleted", 9 "data": { 10 "create_time": "2025-12-09T09:25:02.02Z", 11 "deleted_at": "2025-12-09T10:25:45.337417Z", 12 "display_name": "AcmeCorp", 13 "external_id": "org_external_123", 14 "id": "org_1234567890", 15 "metadata": null, 16 "region_code": "US", 17 "update_time": "2025-12-09T09:25:02.025330364Z", 18 "settings": { 10 collapsed lines 19 "features": [ 20 { 21 "enabled": true, 22 "name": "sso" 23 }, 24 { 25 "enabled": false, 26 "name": "dir_sync" 27 } 28 ] 29 } 30 } 31 } ``` | Field | Type | Description | | ------------------- | -------------- | ----------------------------------------------------------------------------- | | `id` | string | Unique identifier for the organization | | `external_id` | string \| null | External identifier for the organization, if provided | | `display_name` | string \| null | Name of the organization, if provided | | `region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `create_time` | string | Timestamp of when the organization was created | | `deleted_at` | string \| null | Timestamp of when the organization was deleted | | `update_time` | string \| null | Timestamp of when the organization was last updated | | `metadata` | object \| null | Additional metadata associated with the organization | | `settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `settings.features` | array | Array of feature objects with enabled status and name | ## Organization domain events [Section titled “Organization domain events”](#organization-domain-events) ### `organization.domain_created` [Section titled “organization.domain\_created”](#organizationdomain_created) This webhook is triggered when a domain is added to an organization. The event type is `organization.domain_created` organization.domain\_created ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_4567890123", 4 "object": "OrganizationDomain", 5 "occurred_at": "2024-01-15T11:00:00.123456789Z", 6 "organization_id": "org_1234567890", 7 "spec_version": "1", 8 "type": "organization.domain_created", 9 "data": { 10 "id": "dom_1234567890", 11 "domain": "acmecorp.com", 12 "domain_type": "ORGANIZATION_DOMAIN", 13 "verification_status": "VERIFIED", 14 "verification_method": "ADMIN", 15 "create_time": "2024-01-15T11:00:00.123456789Z", 16 "update_time": "2024-01-15T11:00:00.123456789Z" 17 } 18 } ``` | Field | Type | Description | | --------------------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------ | | `id` | string | Unique identifier for the domain (`dom_` prefix) | | `domain` | string | The domain name that was added | | `domain_type` | string | `ORGANIZATION_DOMAIN` for SSO/SCIM domains; `ALLOWED_EMAIL_DOMAIN` for auto-join domains | | `verification_status` | string | Current status: `PENDING`, `VERIFIED` | | `verification_method` | string | How the domain was verified: `DNS` (TXT record), `ADMIN` (added by the B2B app team), or `NOT_APPLICABLE`(for allowed email domains) | | `create_time` | string | Timestamp of when the domain was added | | `update_time` | string | Timestamp of the last status update | ### `organization.domain_deleted` [Section titled “organization.domain\_deleted”](#organizationdomain_deleted) This webhook is triggered when a domain is removed from an organization. The event type is `organization.domain_deleted` organization.domain\_deleted ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_5678901234", 4 "object": "OrganizationDomain", 5 "occurred_at": "2024-01-15T12:00:00.123456789Z", 6 "organization_id": "org_1234567890", 7 "spec_version": "1", 8 "type": "organization.domain_deleted", 9 "data": { 10 "id": "dom_1234567890", 11 "domain": "acmecorp.com", 12 "domain_type": "ORGANIZATION_DOMAIN", 13 "verification_status": "VERIFIED", 14 "verification_method": "DNS", 15 "create_time": "2024-01-15T11:00:00.123456789Z", 16 "update_time": "2024-01-15T12:00:00.123456789Z" 17 } 18 } ``` | Field | Type | Description | | --------------------- | ------ | ------------------------------------------------- | | `id` | string | Unique identifier for the domain (`dom_` prefix) | | `domain` | string | The domain name that was removed | | `domain_type` | string | `ORGANIZATION_DOMAIN` or `ALLOWED_EMAIL_DOMAIN` | | `verification_status` | string | Status at the time of deletion | | `verification_method` | string | `DNS`, `ADMIN`, or `NOT_APPLICABLE` | | `create_time` | string | Timestamp of when the domain was originally added | | `update_time` | string | Timestamp of the deletion | ### `organization.domain_dns_verification_success` [Section titled “organization.domain\_dns\_verification\_success”](#organizationdomain_dns_verification_success) This webhook is triggered when Scalekit’s background DNS check successfully confirms that the organization has published the required TXT record for an organization domain. The event type is `organization.domain_dns_verification_success` organization.domain\_dns\_verification\_success ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_6789012345", 4 "object": "OrganizationDomain", 5 "occurred_at": "2024-01-15T13:00:00.123456789Z", 6 "organization_id": "org_1234567890", 7 "spec_version": "1", 8 "type": "organization.domain_dns_verification_success", 9 "data": { 10 "id": "dom_1234567890", 11 "domain": "acmecorp.com", 12 "domain_type": "ORGANIZATION_DOMAIN", 13 "verification_status": "VERIFIED", 14 "verification_method": "DNS", 15 "create_time": "2024-01-15T11:00:00.123456789Z", 16 "update_time": "2024-01-15T13:00:00.123456789Z" 17 } 18 } ``` | Field | Type | Description | | --------------------- | ------ | ------------------------------------------------ | | `id` | string | Unique identifier for the domain (`dom_` prefix) | | `domain` | string | The domain that was verified | | `domain_type` | string | `ORGANIZATION_DOMAIN` | | `verification_status` | string | `VERIFIED` | | `verification_method` | string | `DNS` | | `create_time` | string | Timestamp of when the domain was added | | `update_time` | string | Timestamp when verification completed | ### `organization.domain_dns_verification_failed` [Section titled “organization.domain\_dns\_verification\_failed”](#organizationdomain_dns_verification_failed) This webhook is triggered when the domain verification window expires without a successful DNS TXT record match for an organization domain. The event type is `organization.domain_dns_verification_failed` organization.domain\_dns\_verification\_failed ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_7890123456", 4 "object": "OrganizationDomain", 5 "occurred_at": "2024-01-17T11:00:00.123456789Z", 6 "organization_id": "org_1234567890", 7 "spec_version": "1", 8 "type": "organization.domain_dns_verification_failed", 9 "data": { 10 "id": "dom_1234567890", 11 "domain": "acmecorp.com", 12 "domain_type": "ORGANIZATION_DOMAIN", 13 "verification_status": "FAILED", 14 "verification_method": "DNS", 15 "create_time": "2024-01-15T11:00:00.123456789Z", 16 "update_time": "2024-01-17T11:00:00.123456789Z" 17 } 18 } ``` | Field | Type | Description | | --------------------- | ------ | ------------------------------------------------ | | `id` | string | Unique identifier for the domain (`dom_` prefix) | | `domain` | string | The domain that failed verification | | `domain_type` | string | `ORGANIZATION_DOMAIN` | | `verification_status` | string | `FAILED` | | `verification_method` | string | `DNS` | | `create_time` | string | Timestamp of when the domain was added | | `update_time` | string | Timestamp when the failure was recorded | --- # DOCUMENT BOUNDARY --- # Permission events > Explore the webhook events related to permission operations in Scalekit, including creation, updates, and deletions. This page documents the webhook events related to permission operations in Scalekit. *** ## Permission events [Section titled “Permission events”](#permission-events) ### `permission.created` [Section titled “permission.created”](#permissioncreated) This webhook is triggered when a new permission is created. The event type is `permission.created` permission.created ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_1234567890", 4 "object": "Permission", 5 "occurred_at": "2024-01-15T10:30:00.123456789Z", 6 "spec_version": "1", 7 "type": "permission.created", 8 "data": { 9 "description": "Permission to manage data", 10 "id": "perm_1234567890", 11 "name": "data:manage" 12 } 13 } ``` | Field | Type | Description | | ------------- | ------ | ----------------------------------------- | | `id` | string | Unique identifier for the permission | | `name` | string | Unique name identifier for the permission | | `description` | string | Description of what the permission allows | ### `permission.updated` [Section titled “permission.updated”](#permissionupdated) This webhook is triggered when a permission is updated. The event type is `permission.updated` permission.updated ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_2345678901", 4 "object": "Permission", 5 "occurred_at": "2024-01-15T10:35:00.123456789Z", 6 "spec_version": "1", 7 "type": "permission.updated", 8 "data": { 9 "description": "Updated permission to manage all data", 10 "id": "perm_1234567890", 11 "name": "data:manage" 12 } 13 } ``` | Field | Type | Description | | ------------- | ------ | ----------------------------------------- | | `id` | string | Unique identifier for the permission | | `name` | string | Unique name identifier for the permission | | `description` | string | Description of what the permission allows | ### `permission.deleted` [Section titled “permission.deleted”](#permissiondeleted) This webhook is triggered when a permission is deleted. The event type is `permission.deleted` permission.deleted ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_3456789012", 4 "object": "Permission", 5 "occurred_at": "2024-01-15T10:40:00.123456789Z", 6 "spec_version": "1", 7 "type": "permission.deleted", 8 "data": { 9 "description": "Updated permission to manage all data", 10 "id": "perm_1234567890", 11 "name": "data:manage" 12 } 13 } ``` | Field | Type | Description | | ------------- | ------ | ------------------------------------------------- | | `id` | string | Unique identifier for the deleted permission | | `name` | string | Unique name identifier for the deleted permission | | `description` | string | Description of what the permission allowed | --- # DOCUMENT BOUNDARY --- # Role events > Explore the webhook events related to role operations in Scalekit, including creation, updates, and deletions. This page documents the webhook events related to role operations in Scalekit. *** ## Role events [Section titled “Role events”](#role-events) ### `role.created` [Section titled “role.created”](#rolecreated) This webhook is triggered when a new role is created. The event type is `role.created` role.created ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_1234567890", 4 "object": "Role", 5 "occurred_at": "2024-01-15T10:30:00.123456789Z", 6 "spec_version": "1", 7 "type": "role.created", 8 "data": { 9 "description": "Viewer role with read-only access", 10 "display_name": "Viewer", 11 "extends": "member", 12 "id": "role_1234567890", 13 "name": "viewer" 14 } 15 } ``` | Field | Type | Description | | -------------- | ------ | -------------------------------------------- | | `id` | string | Unique identifier for the role | | `name` | string | Unique name identifier for the role | | `display_name` | string | Human-readable display name for the role | | `description` | string | Description of the role and its purpose | | `extends` | string | Name of the role that this role extends from | ### `role.updated` [Section titled “role.updated”](#roleupdated) This webhook is triggered when a role is updated. The event type is `role.updated` role.updated ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_2345678901", 4 "object": "Role", 5 "occurred_at": "2024-01-15T10:35:00.123456789Z", 6 "spec_version": "1", 7 "type": "role.updated", 8 "data": { 9 "description": "Updated viewer role with limited permissions", 10 "display_name": "Viewer", 11 "extends": "member", 12 "id": "role_1234567890", 13 "name": "viewer" 14 } 15 } ``` | Field | Type | Description | | -------------- | ------ | -------------------------------------------- | | `id` | string | Unique identifier for the role | | `name` | string | Unique name identifier for the role | | `display_name` | string | Human-readable display name for the role | | `description` | string | Description of the role and its purpose | | `extends` | string | Name of the role that this role extends from | ### `role.deleted` [Section titled “role.deleted”](#roledeleted) This webhook is triggered when a role is deleted. The event type is `role.deleted` role.deleted ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_3456789012", 4 "object": "Role", 5 "occurred_at": "2024-01-15T10:40:00.123456789Z", 6 "spec_version": "1", 7 "type": "role.deleted", 8 "data": { 9 "description": "Updated viewer role with limited permissions", 10 "display_name": "Viewer", 11 "extends": "member", 12 "id": "role_1234567890", 13 "name": "viewer" 14 } 15 } ``` | Field | Type | Description | | -------------- | ------ | ------------------------------------------------ | | `id` | string | Unique identifier for the deleted role | | `name` | string | Unique name identifier for the deleted role | | `display_name` | string | Human-readable display name for the deleted role | | `description` | string | Description of the role that was deleted | | `extends` | string | Name of the role that this role extends from | --- # DOCUMENT BOUNDARY --- # Enterprise SSO events > Explore the webhook events related to Enterprise SSO operations in Scalekit, including connection creation, enabling, disabling, and deletion. This page documents the webhook events related to Enterprise SSO connection operations in Scalekit. *** ## SSO connection events [Section titled “SSO connection events”](#sso-connection-events) ### `organization.sso_created` [Section titled “organization.sso\_created”](#organizationsso_created) This webhook is triggered when a new SSO connection is created for an organization. The event type is `organization.sso_created` organization.sso\_created ```json 1 { 2 "spec_version": "1", 3 "id": "evt_94567862441607493", 4 "object": "Connection", 5 "environment_id": "env_74418471961625391", 6 "occurred_at": "2025-10-14T09:27:18.488720586Z", 7 "organization_id": "org_83544995172188677", 8 "type": "organization.sso_created", 9 "data": { 10 "id": "conn_94567862424830277", 11 "organization_id": "org_83544995172188677", 12 "connection_type": "OIDC", 13 "provider": "OKTA" 14 } 15 } ``` | Field | Type | Description | | ----------------- | ------ | --------------------------------------------------------------- | | `id` | string | Unique identifier for the SSO connection | | `organization_id` | string | Identifier for the organization associated with this connection | | `connection_type` | string | Type of SSO connection (OIDC, SAML, etc.) | | `provider` | string | Identity provider for the SSO connection | ### `organization.sso_enabled` [Section titled “organization.sso\_enabled”](#organizationsso_enabled) This webhook is triggered when an SSO connection is enabled for an organization. The event type is `organization.sso_enabled` organization.sso\_enabled ```json 1 { 2 "spec_version": "1", 3 "id": "evt_94568078213382471", 4 "object": "Connection", 5 "environment_id": "env_74418471961625391", 6 "occurred_at": "2025-10-14T09:29:27.098914861Z", 7 "organization_id": "org_83544995172188677", 8 "type": "organization.sso_enabled", 9 "data": { 10 "id": "conn_94567862424830277", 11 "organization_id": "org_83544995172188677", 12 "connection_type": "OIDC", 13 "provider": "OKTA", 14 "enabled": true, 15 "status": "COMPLETED" 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------- | ------------------------------------------------------------------- | | `id` | string | Unique identifier for the SSO connection | | `organization_id` | string | Identifier for the organization associated with this connection | | `connection_type` | string | Type of SSO connection (OIDC, SAML, etc.) | | `provider` | string | Identity provider for the SSO connection | | `enabled` | boolean | Indicates whether the SSO connection is enabled (true in this case) | | `status` | string | Current status of the SSO connection configuration | ### `organization.sso_disabled` [Section titled “organization.sso\_disabled”](#organizationsso_disabled) This webhook is triggered when an SSO connection is disabled for an organization. The event type is `organization.sso_disabled` organization.sso\_disabled ```json 1 { 2 "spec_version": "1", 3 "id": "evt_94557976165089560", 4 "object": "Connection", 5 "environment_id": "env_74418471961625391", 6 "occurred_at": "2025-10-14T07:49:05.809554456Z", 7 "organization_id": "org_83544995172188677", 8 "type": "organization.sso_disabled", 9 "data": { 10 "id": "conn_83545002856153607", 11 "organization_id": "org_83544995172188677", 12 "connection_type": "OIDC", 13 "provider": "OKTA", 14 "enabled": false, 15 "status": "COMPLETED" 16 } 17 } ``` | Field | Type | Description | | ----------------- | ------- | -------------------------------------------------------------------- | | `id` | string | Unique identifier for the SSO connection | | `organization_id` | string | Identifier for the organization associated with this connection | | `connection_type` | string | Type of SSO connection (OIDC, SAML, etc.) | | `provider` | string | Identity provider for the SSO connection | | `enabled` | boolean | Indicates whether the SSO connection is enabled (false in this case) | | `status` | string | Current status of the SSO connection configuration | ### `organization.sso_deleted` [Section titled “organization.sso\_deleted”](#organizationsso_deleted) This webhook is triggered when an SSO connection is deleted for an organization. The event type is `organization.sso_deleted` organization.sso\_deleted ```json 1 { 2 "spec_version": "1", 3 "id": "evt_94557997639926040", 4 "object": "Connection", 5 "environment_id": "env_74418471961625391", 6 "occurred_at": "2025-10-14T07:49:18.604546332Z", 7 "organization_id": "org_83544995172188677", 8 "type": "organization.sso_deleted", 9 "data": { 10 "id": "conn_83545002856153607", 11 "organization_id": "org_83544995172188677", 12 "connection_type": "OIDC", 13 "provider": "OKTA" 14 } 15 } ``` | Field | Type | Description | | ----------------- | ------ | --------------------------------------------------------------- | | `id` | string | Unique identifier for the SSO connection | | `organization_id` | string | Identifier for the organization associated with this connection | | `connection_type` | string | Type of SSO connection (OIDC, SAML, etc.) | | `provider` | string | Identity provider for the SSO connection | --- # DOCUMENT BOUNDARY --- # User events > Explore the webhook events related to user operations in Scalekit, including signup, login, logout, and organization membership events. This page documents the webhook events related to user operations in Scalekit. *** ## User authentication events [Section titled “User authentication events”](#user-authentication-events) ### `user.signup` [Section titled “user.signup”](#usersignup) This webhook is triggered when a user signs up to create a new organization. The event type is `user.signup`. user.signup ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_1234567890", 4 "object": "OrgMembershipEvent", 5 "occurred_at": "2024-01-15T10:30:00.123456789Z", 6 "spec_version": "1", 7 "type": "user.signup", 8 "data": { 9 "organization": { 10 "id": "org_1234567890", 11 "create_time": "2025-12-09T10:19:05.48Z", 12 "display_name": "", 13 "external_id": null, 14 "id": "org_102690563312124938", 15 "metadata": null, 16 "region_code": "US", 17 "update_time": "2025-12-09T12:04:41.386974738Z", 18 "settings": { 19 "features": [ 20 { 21 "enabled": true, 22 "name": "sso" 23 }, 24 { 25 "enabled": true, 26 "name": "dir_sync" 27 } 28 ] 29 } 30 }, 31 "user": { 32 "create_time": "2025-12-09T12:04:41.39Z", 33 "email": "amit.ash1996@gmail.com", 34 "external_id": "", 35 "id": "usr_102701193205121289", 36 "metadata": {}, 37 "update_time": "2025-12-09T12:04:41.391988278Z", 38 "user_profile": { 39 "custom_attributes": null, 40 "email_verified": true, 41 "external_identities": null, 42 "family_name": "doe", 43 "gender": "", 44 "given_name": "John", 45 "groups": null, 46 "id": "usp_102701193205186825", 47 "locale": "", 48 "metadata": {}, 49 "name": "John Doe", 50 "phone_number": "", 51 "phone_number_verified": false, 52 "picture": "https://lh3.googleusercontent.com/a/abcdef", 53 "preferred_username": "" 54 } 55 } 56 } 57 } ``` | Field | Type | Description | | -------------------------------- | -------------- | ----------------------------------------------------------------------------- | | `organization` | object | Details of organization that is created on signup | | `organization.id` | string | Unique identifier for the organization | | `organization.external_id` | string \| null | External identifier for the organization, if provided | | `organization.display_name` | string \| null | Name of the organization, if provided | | `organization.region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `organization.create_time` | string | Timestamp of when the organization was created | | `organization.update_time` | string \| null | Timestamp of when the organization was last updated | | `organization.metadata` | object \| null | Additional metadata associated with the organization | | `organization.settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `organization.settings.features` | array | Array of feature objects with enabled status and name | | `user` | object | User details for the signed-up user | | `user.id` | string | Unique identifier for the user | | `user.email` | string | Email address of the user | | `user.external_id` | string \| null | External identifier for the user, if provided | | `user.create_time` | string | Timestamp of when the user was created | | `user.update_time` | string | Timestamp of when the user was last updated | | `user.metadata` | string | Custom key-value pairs storing additional user context | | `user.user_profile` | object | User profile information | ### `user.login` [Section titled “user.login”](#userlogin) This webhook is triggered when a user logs in and a session is created. The event type is `user.login`. user.login ```json 1 { 2 "environment_id": "env_96736846679245078", 3 "id": "evt_102701193859432713", 4 "object": "UserLoginEvent", 5 "occurred_at": "2025-12-09T12:04:41.781873312Z", 6 "spec_version": "1", 7 "type": "user.login", 8 "data": { 9 "user": { 10 "create_time": "2025-12-09T12:04:41.39Z", 11 "email": "john.doe@acmecorp.com", 12 "external_id": "ext_123456789", 13 "id": "usr_123456789", 14 "last_login_time": "2025-12-09T12:04:41.48Z", 15 "metadata": {}, 16 "update_time": "2025-12-09T12:04:41.391988Z", 17 "user_profile": { 18 "custom_attributes": null, 19 "email_verified": true, 20 "external_identities": [ 21 { 22 "connection_id": "conn_97896332307464201", 23 "connection_provider": "GOOGLE", 24 "connection_type": "OAUTH", 25 "connection_user_id": "105055379523565727691", 26 "created_time": "2025-12-09T12:04:41.47Z", 27 "is_social": true, 28 "last_login_time": "2025-12-09T12:04:41.469311Z", 29 "last_synced_time": "2025-12-09T12:04:41.469311Z" 30 } 31 ], 32 "family_name": "Doe", 33 "gender": "", 34 "given_name": "John", 35 "groups": null, 36 "id": "usp_102701193205186825", 37 "locale": "", 38 "metadata": {}, 39 "name": "John Doe", 40 "phone_number": "", 41 "phone_number_verified": false, 42 "picture": "https://lh3.googleusercontent.com/a/abcdef", 43 "preferred_username": "" 44 } 45 }, 46 "user_session": { 47 "absolute_expires_at": "2026-01-08T12:04:41.737394Z", 48 "authenticated_organizations": ["org_102701193188409609"], 49 "created_at": "2025-12-09T12:04:41.48Z", 50 "expired_at": null, 51 "idle_expires_at": "2025-12-16T12:04:41.737395Z", 52 "last_active_at": "2025-12-09T12:04:41.747206Z", 53 "logout_at": null, 54 "organization_id": "org_102701193188409609", 55 "session_id": "ses_102701193356116233", 56 "status": "ACTIVE", 57 "updated_at": "2025-12-09T12:04:41.748512Z", 58 "user_id": "usr_102701193205121289", 59 "device": { 60 "browser": "Chrome", 61 "browser_version": "142.0.0.0", 62 "device_type": "Desktop", 63 "ip": "152.59.144.211", 64 "location": { 65 "city": "Patna", 66 "latitude": "25.594095", 67 "longitude": "85.137564", 68 "region": "IN", 69 "region_subdivision": "INBR" 70 }, 71 "os": "macOS", 72 "os_version": "10.15.7", 73 "user_agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/142.0.0.0 Safari/537.36" 74 } 75 } 76 } 77 } ``` | Field | Type | Description | | ------------------------------------------ | -------------- | ---------------------------------------------------------------------------------------------- | | `user` | object | User details for the logged-in user | | `user.id` | string | Unique identifier for the user | | `user.email` | string | Email address of the user | | `user.external_id` | string \| null | External identifier for the user, if provided | | `user.create_time` | string | Timestamp of when the user was created | | `user.update_time` | string | Timestamp of when the user was last updated | | `user.user_profile` | object | User profile information | | `user_session.absolute_expires_at` | string | Hard expiration timestamp for the session regardless of user activity | | `user_session.authenticated_organizations` | array | List of organization IDs that have been authenticated for this user within the current session | | `user_session.created_at` | string | Timestamp indicating when the session was created | | `user_session.expired_at` | string \| null | Timestamp when the session was terminated | | `user_session.idle_expires_at` | string | Projected expiration timestamp if the session remains idle without user activity | | `user_session.last_active_at` | string | Timestamp of the most recent user activity detected in this session | | `user_session.logout_at` | string \| null | Timestamp when the user explicitly logged out from the session | | `user_session.organization_id` | string | Organization ID for the user’s current active organization in this session | | `user_session.session_id` | string | Unique identifier for the session | | `user_session.status` | string | Current operational status of the session. Possible values: ‘active’ | | `user_session.updated_at` | string | Timestamp indicating when the session was last updated | | `user_session.user_id` | string | User ID for the user who owns this session | | `user_session.device` | object | Device metadata associated with this session | ### `user.logout` [Section titled “user.logout”](#userlogout) This webhook is triggered when a user’s session is terminated. The session termination could be due to user-initiated logout, idle or absolute session expiration, admin-administered session revocation. user.logout ```json 1 { 2 "environment_id": "env_96736846679245078", 3 "id": "evt_102708230123160586", 4 "object": "UserLogoutEvent", 5 "occurred_at": "2025-12-09T13:14:35.722070822Z", 6 "spec_version": "1", 7 "type": "user.logout", 8 "data": { 9 "user": { 10 "create_time": "2025-12-09T12:04:41.39Z", 11 "email": "john.doe@acmecorp.com", 12 "external_id": "ext_123456789", 13 "id": "usr_123456789", 14 "last_login_time": "2025-12-09T12:04:41.48Z", 15 "metadata": {}, 16 "update_time": "2025-12-09T12:04:41.391988Z", 17 "user_profile": { 18 "custom_attributes": null, 19 "email_verified": true, 20 "external_identities": [ 21 { 22 "connection_id": "conn_97896332307464201", 23 "connection_provider": "GOOGLE", 24 "connection_type": "OAUTH", 25 "connection_user_id": "105055379523565727691", 26 "created_time": "2025-12-09T12:04:41.47Z", 27 "is_social": true, 28 "last_login_time": "2025-12-09T12:04:41.469311Z", 29 "last_synced_time": "2025-12-09T12:04:41.469311Z" 30 } 31 ], 32 "family_name": "Charles", 33 "gender": "", 34 "given_name": "Dwayne", 35 "groups": null, 36 "id": "usp_102701193205186825", 37 "locale": "", 38 "metadata": {}, 39 "name": "Dwayne Charles", 40 "phone_number": "", 41 "phone_number_verified": false, 42 "picture": "https://lh3.googleusercontent.com/a/abcdef", 43 "preferred_username": "" 44 } 45 }, 46 "user_session": { 47 "absolute_expires_at": "2026-01-08T12:04:41.737394Z", 48 "authenticated_organizations": ["org_102701193188409609"], 49 "created_at": "2025-12-09T12:04:41.48Z", 50 "expired_at": null, 51 "idle_expires_at": "2025-12-16T12:04:41.737395Z", 52 "last_active_at": "2025-12-09T12:04:41.747206Z", 53 "logout_at": null, 54 "organization_id": "org_102701193188409609", 55 "session_id": "ses_102701193356116233", 56 "status": "ACTIVE", 57 "updated_at": "2025-12-09T12:04:41.748512Z", 58 "user_id": "usr_102701193205121289", 59 "device": { 60 "browser": "Chrome", 61 "browser_version": "142.0.0.0", 62 "device_type": "Desktop", 63 "ip": "152.59.144.211", 64 "location": { 65 "city": "Patna", 66 "latitude": "25.594095", 67 "longitude": "85.137564", 68 "region": "IN", 69 "region_subdivision": "INBR" 70 }, 71 "os": "macOS", 72 "os_version": "10.15.7", 73 "user_agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/142.0.0.0 Safari/537.36" 74 } 75 } 76 } 77 } ``` | Field | Type | Description | | ------------------------------------------ | -------------- | ---------------------------------------------------------------------------------------------- | | `user` | object | User details for the logged-in user | | `user.id` | string | Unique identifier for the user | | `user.email` | string | Email address of the user | | `user.external_id` | string \| null | External identifier for the user, if provided | | `user.create_time` | string | Timestamp of when the user was created | | `user.update_time` | string | Timestamp of when the user was last updated | | `user.user_profile` | object | User profile information | | `user_session.absolute_expires_at` | string | Hard expiration timestamp for the session regardless of user activity | | `user_session.authenticated_organizations` | array | List of organization IDs that have been authenticated for this user within the current session | | `user_session.created_at` | string | Timestamp indicating when the session was created | | `user_session.expired_at` | string \| null | Timestamp when the session was terminated | | `user_session.idle_expires_at` | string | Projected expiration timestamp if the session remains idle without user activity | | `user_session.last_active_at` | string | Timestamp of the most recent user activity detected in this session | | `user_session.logout_at` | string \| null | Timestamp when the user explicitly logged out from the session | | `user_session.organization_id` | string | Organization ID for the user’s current active organization in this session | | `user_session.session_id` | string | Unique identifier for the session | | `user_session.status` | string | Current operational status of the session. Possible values: ‘expired’, ‘revoked’, ‘logout’ | | `user_session.updated_at` | string | Timestamp indicating when the session was last updated | | `user_session.user_id` | string | User ID for the user who owns this session | | `user_session.device` | object | Device metadata associated with this session | ## Organization membership events [Section titled “Organization membership events”](#organization-membership-events) ### `user.organization_invitation` [Section titled “user.organization\_invitation”](#userorganization_invitation) This webhook is triggered when a user is invited to join an organization. The event type is `user.organization_invitation`. user.organization\_invitation ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_4567890123", 4 "object": "OrgMembershipEvent", 5 "occurred_at": "2024-01-15T11:00:00.123456789Z", 6 "spec_version": "1", 7 "type": "user.organization_invitation", 8 "data": { 9 "organization": { 10 "id": "org_1234567890", 11 "create_time": "2025-12-09T10:19:05.48Z", 12 "display_name": "Acme Corp", 13 "external_id": "org_external_123", 14 "id": "org_102690563312124938", 15 "metadata": null, 16 "region_code": "US", 17 "update_time": "2025-12-09T12:04:41.386974738Z", 18 "settings": { 19 "features": [ 20 { 21 "enabled": true, 22 "name": "sso" 23 }, 24 { 25 "enabled": true, 26 "name": "dir_sync" 27 } 28 ] 29 } 30 }, 31 "user": { 32 "create_time": "2025-12-09T12:04:41.39Z", 33 "email": "john.doe@acmecorp.com", 34 "external_id": "ext_123456789", 35 "id": "usr_123456789", 36 "metadata": {}, 37 "update_time": "2025-12-09T12:04:41.391988Z", 38 "user_profile": { 39 "custom_attributes": null, 40 "email_verified": true, 41 "external_identities": [ 42 { 43 "connection_id": "conn_97896332307464201", 44 "connection_provider": "GOOGLE", 45 "connection_type": "OAUTH", 46 "connection_user_id": "105055379523565727691", 47 "created_time": "2025-12-09T12:04:41.47Z", 48 "is_social": true, 49 "last_login_time": "2025-12-09T12:04:41.469311Z", 50 "last_synced_time": "2025-12-09T12:04:41.469311Z" 51 } 52 ], 53 "family_name": "Doe", 54 "gender": "", 55 "given_name": "John", 56 "groups": null, 57 "id": "usp_102701193205186825", 58 "locale": "", 59 "metadata": {}, 60 "name": "John Doe", 61 "phone_number": "", 62 "phone_number_verified": false, 63 "picture": "https://lh3.googleusercontent.com/a/abcdef", 64 "preferred_username": "" 65 } 66 } 67 } 68 } ``` | Field | Type | Description | | -------------------------------- | -------------- | ----------------------------------------------------------------------------- | | `organization` | object | Organization details for the invitation | | `organization.id` | string | Unique identifier for the organization | | `organization.external_id` | string \| null | External identifier for the organization if provided | | `organization.display_name` | string \| null | Name of the organization, if provided | | `organization.region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `organization.create_time` | string | Timestamp of when the organization was created | | `organization.update_time` | string \| null | Timestamp of when the organization was last updated | | `organization.metadata` | object \| null | Additional metadata associated with the organization | | `organization.settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `organization.settings.features` | array | Array of feature objects with enabled status and name | | `user` | object | User details for the invited user | | `user.id` | string | Unique identifier for the invited user | | `user.email` | string | Email address of the invited user | | `user.external_id` | string \| null | External identifier for the user, if provided | | `user.create_time` | string | Timestamp of when the user was created | | `user.update_time` | string | Timestamp of when the user was last updated | | `user.user_profile` | object | User profile information | ### `user.organization_membership_created` [Section titled “user.organization\_membership\_created”](#userorganization_membership_created) This webhook is triggered when a user joins an organization. The event type is `user.organization_membership_created`. user.organization\_membership\_created ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_5678901234", 4 "object": "OrgMembershipEvent", 5 "occurred_at": "2024-01-15T11:05:00.123456789Z", 6 "spec_version": "1", 7 "type": "user.organization_membership_created", 8 "data": { 9 "organization": { 10 "id": "org_1234567890", 11 "create_time": "2025-12-09T10:19:05.48Z", 12 "display_name": "Acme Corp", 13 "external_id": "org_external_123", 14 "id": "org_102690563312124938", 15 "metadata": null, 16 "region_code": "US", 17 "update_time": "2025-12-09T12:04:41.386974738Z", 18 "settings": { 19 "features": [ 20 { 21 "enabled": true, 22 "name": "sso" 23 }, 24 { 25 "enabled": true, 26 "name": "dir_sync" 27 } 28 ] 29 } 30 }, 31 "user": { 32 "create_time": "2025-12-09T12:04:41.39Z", 33 "email": "john.doe@acmecorp.com", 34 "external_id": "ext_123456789", 35 "id": "usr_123456789", 36 "metadata": {}, 37 "update_time": "2025-12-09T12:04:41.391988Z", 38 "user_profile": { 39 "custom_attributes": null, 40 "email_verified": true, 41 "external_identities": [ 42 { 43 "connection_id": "conn_97896332307464201", 44 "connection_provider": "GOOGLE", 45 "connection_type": "OAUTH", 46 "connection_user_id": "105055379523565727691", 47 "created_time": "2025-12-09T12:04:41.47Z", 48 "is_social": true, 49 "last_login_time": "2025-12-09T12:04:41.469311Z", 50 "last_synced_time": "2025-12-09T12:04:41.469311Z" 51 } 52 ], 53 "family_name": "Doe", 54 "gender": "", 55 "given_name": "John", 56 "groups": null, 57 "id": "usp_102701193205186825", 58 "locale": "", 59 "metadata": {}, 60 "name": "John Doe", 61 "phone_number": "", 62 "phone_number_verified": false, 63 "picture": "https://lh3.googleusercontent.com/a/abcdef", 64 "preferred_username": "" 65 } 66 } 67 } 68 } ``` | Field | Type | Description | | -------------------------------- | -------------- | ----------------------------------------------------------------------------- | | `organization` | object | Details of the organization which the user has joined | | `organization.id` | string | Unique identifier for the organization | | `organization.external_id` | string \| null | External identifier for the organization if provided | | `organization.display_name` | string \| null | Name of the organization, if provided | | `organization.region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `organization.create_time` | string | Timestamp of when the organization was created | | `organization.update_time` | string \| null | Timestamp of when the organization was last updated | | `organization.metadata` | object \| null | Additional metadata associated with the organization | | `organization.settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `organization.settings.features` | array | Array of feature objects with enabled status and name | | `user` | object | User details for the user who joined the organization | | `user.id` | string | Unique identifier for the user | | `user.email` | string | Email address of the user | | `user.external_id` | string \| null | External identifier for the user, if provided | | `user.create_time` | string | Timestamp of when the user was created | | `user.update_time` | string | Timestamp of when the user was last updated | | `user.user_profile` | object | User profile information | ### `user.organization_membership_updated` [Section titled “user.organization\_membership\_updated”](#userorganization_membership_updated) This webhook is triggered when a user’s organization membership is updated, e.g., change of user’s role in an organization. The event type is `user.organization_membership_updated`. user.organization\_membership\_updated ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_6789012345", 4 "object": "OrgMembershipEvent", 5 "occurred_at": "2024-01-15T11:10:00.123456789Z", 6 "spec_version": "1", 7 "type": "user.organization_membership_updated", 8 "data": { 9 "organization": { 10 "id": "org_1234567890", 11 "create_time": "2025-12-09T10:19:05.48Z", 12 "display_name": "Acme Corp", 13 "external_id": "org_external_123", 14 "id": "org_102690563312124938", 15 "metadata": null, 16 "region_code": "US", 17 "update_time": "2025-12-09T12:04:41.386974738Z", 18 "settings": { 19 "features": [ 20 { 21 "enabled": true, 22 "name": "sso" 23 }, 24 { 25 "enabled": true, 26 "name": "dir_sync" 27 } 28 ] 29 } 30 }, 31 "user": { 32 "create_time": "2025-12-09T12:04:41.39Z", 33 "email": "john.doe@acmecorp.com", 34 "external_id": "ext_123456789", 35 "id": "usr_123456789", 36 "metadata": {}, 37 "update_time": "2025-12-09T12:04:41.391988Z", 38 "user_profile": { 39 "custom_attributes": null, 40 "email_verified": true, 41 "external_identities": [ 42 { 43 "connection_id": "conn_97896332307464201", 44 "connection_provider": "GOOGLE", 45 "connection_type": "OAUTH", 46 "connection_user_id": "105055379523565727691", 47 "created_time": "2025-12-09T12:04:41.47Z", 48 "is_social": true, 49 "last_login_time": "2025-12-09T12:04:41.469311Z", 50 "last_synced_time": "2025-12-09T12:04:41.469311Z" 51 } 52 ], 53 "family_name": "Doe", 54 "gender": "", 55 "given_name": "John", 56 "groups": null, 57 "id": "usp_102701193205186825", 58 "locale": "", 59 "metadata": {}, 60 "name": "John Doe", 61 "phone_number": "", 62 "phone_number_verified": false, 63 "picture": "https://lh3.googleusercontent.com/a/abcdef", 64 "preferred_username": "" 65 } 66 } 67 } 68 } ``` | Field | Type | Description | | -------------------------------- | -------------- | --------------------------------------------------------------------------------- | | `organization` | object | Details of the organization for which users’ membership details have been updated | | `organization.id` | string | Unique identifier for the organization | | `organization.external_id` | string \| null | External identifier for the organization if provided | | `organization.display_name` | string \| null | Name of the organization, if provided | | `organization.region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `organization.create_time` | string | Timestamp of when the organization was created | | `organization.update_time` | string \| null | Timestamp of when the organization was last updated | | `organization.metadata` | object \| null | Additional metadata associated with the organization | | `organization.settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `organization.settings.features` | array | Array of feature objects with enabled status and name | | `user` | object | User details for the user whose organization membership has been updated | | `user.id` | string | Unique identifier for the user | | `user.email` | string | Email address of the user | | `user.external_id` | string \| null | External identifier for the user, if provided | | `user.create_time` | string | Timestamp of when the user was created | | `user.update_time` | string | Timestamp of when the user was last updated | | `user.user_profile` | object | User profile information | ### `user.organization_membership_deleted` [Section titled “user.organization\_membership\_deleted”](#userorganization_membership_deleted) This webhook is triggered when a user is removed from an organization. The event type is `user.organization_membership_deleted`. user.organization\_membership\_deleted ```json 1 { 2 "environment_id": "env_1234567890", 3 "id": "evt_7890123456", 4 "object": "OrgMembershipEvent", 5 "occurred_at": "2024-01-15T11:15:00.123456789Z", 6 "spec_version": "1", 7 "type": "user.organization_membership_deleted", 8 "data": { 9 "organization": { 10 "id": "org_1234567890", 11 "create_time": "2025-12-09T10:19:05.48Z", 12 "display_name": "Acme Corp", 13 "external_id": "org_external_123", 14 "id": "org_102690563312124938", 15 "metadata": null, 16 "region_code": "US", 17 "update_time": "2025-12-09T12:04:41.386974738Z", 18 "settings": { 19 "features": [ 20 { 21 "enabled": true, 22 "name": "sso" 23 }, 24 { 25 "enabled": true, 26 "name": "dir_sync" 27 } 28 ] 29 } 30 }, 31 "user": { 32 "create_time": "2025-12-09T12:04:41.39Z", 33 "email": "john.doe@acmecorp.com", 34 "external_id": "ext_123456789", 35 "id": "usr_123456789", 36 "metadata": {}, 37 "update_time": "2025-12-09T12:04:41.391988Z", 38 "user_profile": { 39 "custom_attributes": null, 40 "email_verified": true, 41 "external_identities": [ 42 { 43 "connection_id": "conn_97896332307464201", 44 "connection_provider": "GOOGLE", 45 "connection_type": "OAUTH", 46 "connection_user_id": "105055379523565727691", 47 "created_time": "2025-12-09T12:04:41.47Z", 48 "is_social": true, 49 "last_login_time": "2025-12-09T12:04:41.469311Z", 50 "last_synced_time": "2025-12-09T12:04:41.469311Z" 51 } 52 ], 53 "family_name": "Doe", 54 "gender": "", 55 "given_name": "John", 56 "groups": null, 57 "id": "usp_102701193205186825", 58 "locale": "", 59 "metadata": {}, 60 "name": "John Doe", 61 "phone_number": "", 62 "phone_number_verified": false, 63 "picture": "https://lh3.googleusercontent.com/a/abcdef", 64 "preferred_username": "" 65 } 66 } 67 } 68 } ``` | Field | Type | Description | | -------------------------------- | -------------- | ----------------------------------------------------------------------------- | | `organization` | object | Details of the organization from which the user has been removed | | `organization.id` | string | Unique identifier for the organization | | `organization.external_id` | string \| null | External identifier for the organization if provided | | `organization.display_name` | string \| null | Name of the organization, if provided | | `organization.region_code` | string \| null | Geographic region code for the organization (US, EU), currently limited to US | | `organization.create_time` | string | Timestamp of when the organization was created | | `organization.update_time` | string \| null | Timestamp of when the organization was last updated | | `organization.metadata` | object \| null | Additional metadata associated with the organization | | `organization.settings` | object \| null | Organization settings including feature flags (sso, dir\_sync) | | `organization.settings.features` | array | Array of feature objects with enabled status and name | | `user` | object | User details for the user who has been removed from an organization | | `user.id` | string | Unique identifier for the user | | `user.email` | string | Email address of the user | | `user.external_id` | string \| null | External identifier for the user, if provided | | `user.create_time` | string | Timestamp of when the user was created | | `user.update_time` | string | Timestamp of when the user was last updated | | `user.user_profile` | object | User profile information | --- # DOCUMENT BOUNDARY --- # Code Samples > Explore comprehensive code samples and examples for integrating with Scalekit across different programming languages and frameworks ### [MCP Auth](/resources/code-samples/mcp-auth/) [MCP server authentication examples in Python and Node.js](/resources/code-samples/mcp-auth/) ### [Agent Auth](/agentkit/code-samples/) [Code samples for integrations with LangChain, Google ADK, and direct integrations](/agentkit/code-samples/) ### [Modular SSO](/resources/code-samples/modular-sso/) [Single Sign-On implementations for enterprise authentication with Express.js, .NET Core, Firebase, and AWS Cognito integrations](/resources/code-samples/modular-sso/) ### [Modular SCIM](/resources/code-samples/modular-scim/) [SCIM provisioning examples and integration patterns for user and group management](/resources/code-samples/modular-scim/) ### Full stack auth Complete authentication implementations across different frameworks including Next.js, Express.js, Spring Boot, FastAPI, and Go [See all code samples →](/resources/code-samples/full-stack-auth/) --- # DOCUMENT BOUNDARY --- # Full stack auth > Code samples demonstrating complete authentication implementations with hosted login and session management ### [Full Stack Auth with Next.js](https://github.com/scalekit-inc/scalekit-nextjs-auth-example) [Complete authentication solution for Next.js apps. Includes hosted login pages, session management, and protected routes](https://github.com/scalekit-inc/scalekit-nextjs-auth-example) ### [Full Stack Auth with FastAPI](https://github.com/scalekit-inc/scalekit-fastapi-auth-example) [Authentication template for FastAPI projects. Featuring integrated user sessions, hosted login flow, and ready-to-use route protection specifically tailored for Python web backends.](https://github.com/scalekit-inc/scalekit-fastapi-auth-example) ### [Full Stack Auth with Flask](https://github.com/scalekit-inc/scalekit-flask-auth-example) [Authentication template for Flask applications. Features session management, hosted login flow, and decorator-based route protection](https://github.com/scalekit-inc/scalekit-flask-auth-example) ### [Full Stack Auth with Django](https://github.com/scalekit-inc/scalekit-django-auth-example) [Authentication template for Django projects. Features session management, hosted login flow, and middleware-based route protection](https://github.com/scalekit-inc/scalekit-django-auth-example) ### [Full Stack Auth with Express](https://github.com/scalekit-inc/scalekit-express-auth-example) [Complete authentication solution for Express.js applications. Includes hosted login pages, session management, and middleware-protected routes](https://github.com/scalekit-inc/scalekit-express-auth-example) ### [Full Stack Auth with Spring Boot](https://github.com/scalekit-inc/scalekit-springboot-auth-example) [End-to-end authentication for Java applications. Features Spring Security integration, hosted login, and session handling](https://github.com/scalekit-inc/scalekit-springboot-auth-example) ### [Full Stack Auth with Laravel](https://github.com/scalekit-inc/scalekit-laravel-auth-example) [Complete authentication solution for Laravel applications. Includes hosted login pages, session management, and middleware-protected routes](https://github.com/scalekit-inc/scalekit-laravel-auth-example) ### End to end full stack auth demo Coffee Desk App Complete coffee shop management application with full stack. Features workspaces, organization switcher, and mulitple auth methods [View demo](https://dashboard.coffeedesk.app/) | [View code](https://github.com/scalekit-inc/coffee-desk-demo) --- # DOCUMENT BOUNDARY --- # MCP Auth > Model Context Protocol authentication examples and patterns ### [Add Auth to Node.js MCP Servers](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-node) [Add Scalekit auth to a Node.js MCP server with minimal setup. Includes a working example with user greeting.](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-node) ### [Add Auth to Python MCP Servers](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-python) [Add Scalekit auth to a Python MCP server in minutes. Includes a working example with user greeting.](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/greeting-mcp-python) ### [Secure FastMCP Apps with Auth](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/todo-fastmcp) [Build a secure FastMCP app with Scalekit. Features a complete todo list with protected endpoints and session management.](https://github.com/scalekit-inc/mcp-auth-demos/tree/main/todo-fastmcp) --- # DOCUMENT BOUNDARY --- # Modular SCIM > Code samples demonstrating SCIM provisioning examples and integration patterns for user and group management ### [Handle SCIM webhooks](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/webhook-events) [Process SCIM directory updates in Next.js. Example shows how to verify webhook signatures and sync user data](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/webhook-events) ### [Embed admin portal](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) [Securely embed the Scalekit Admin Portal via iframe. Node.js example for managing directory sync and organizational settings](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) --- # DOCUMENT BOUNDARY --- # Modular SSO > Code samples demonstrating Single Sign-On implementations with Express.js, .NET Core, Firebase, AWS Cognito, and Next.js ### [Add SSO to Express.js apps](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/sso-express-example) [Implement Scalekit SSO in a Node.js Express application. Includes middleware setup for secure session handling](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/sso-express-example) ### [Add SSO to .NET Core apps](https://github.com/scalekit-inc/dotnet-example-apps) [Secure .NET Core applications with Scalekit SSO. Demonstrates authentication pipelines and user claims management](https://github.com/scalekit-inc/dotnet-example-apps) ### [Add SSO to Spring Boot apps](https://github.com/scalekit-developers/scalekit-springboot-example) [Integrate Scalekit SSO with Spring Security. Shows how to configure security filters and protect Java endpoints](https://github.com/scalekit-developers/scalekit-springboot-example) ### [Add SSO to Python FastAPI](https://github.com/scalekit-developers/scalekit-fastapi-example) [Add enterprise SSO to FastAPI services using Scalekit. Includes async route protection and user session validation](https://github.com/scalekit-developers/scalekit-fastapi-example) ### [Add SSO to Go applications](https://github.com/scalekit-developers/scalekit-go-example) [Implement Scalekit SSO in Go. Features idiomatically written middleware for securing HTTP handlers](https://github.com/scalekit-developers/scalekit-go-example) ### [Add SSO to Next.js apps](https://github.com/scalekit-developers/scalekit-nextjs-demo) [Secure Next.js applications with Scalekit. Covers both App Router and Pages Router authentication patterns](https://github.com/scalekit-developers/scalekit-nextjs-demo) ### Scalekit SSO + Your own auth system [Section titled “Scalekit SSO + Your own auth system”](#scalekit-sso--your-own-auth-system) ### [Connect Firebase Auth with SSO](https://github.com/scalekit-inc/scalekit-firebase-sso) [Enable Enterprise SSO for Firebase apps using Scalekit. Learn to link Scalekit identities with Firebase Authentication](https://github.com/scalekit-inc/scalekit-firebase-sso) ### [Connect AWS Cognito with SSO](https://github.com/scalekit-inc/scalekit-cognito-sso) [Add Enterprise SSO to Cognito user pools via Scalekit. Step-by-step guide to federating identity providers](https://github.com/scalekit-inc/scalekit-cognito-sso) ### [Cognito + Scalekit for Next.js](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/cognito-scalekit) [Integrate Cognito and Scalekit SSO in Next.js. Uses OIDC protocols to secure your full-stack React application](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/cognito-scalekit) ## Admin portal [Section titled “Admin portal”](#admin-portal) ### [Embed admin portal](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) [Embed the Scalekit Admin Portal into your app via **iframe**. Node.js example for generating secure admin sessions](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) --- # DOCUMENT BOUNDARY --- # Configure Scalekit > Complete values.yaml examples and field reference for a self-hosted Scalekit deployment. You will review example values.yaml files and the complete field reference to configure your self-hosted Scalekit deployment. This helps you understand exactly what values the setup script will generate and how to customize them for external databases or production settings. ## Example values.yaml files [Section titled “Example values.yaml files”](#example-valuesyaml-files) These examples show the full structure of a generated `values.yaml`. The setup script produces this file automatically. Refer here when reviewing or modifying values after initial setup. * Quick start (subcharts) Use this configuration to get Scalekit running quickly without provisioning external PostgreSQL or Redis. Setting `secrets.create: true` lets the chart create all required Kubernetes secrets from values in this file. No `kubectl` secret commands are needed. **Do not use this in production.** The bundled databases have no backups, no replication, and no persistent storage guarantees. See the [quick start guide](/self-hosted/quickstart/) for a step-by-step walkthrough. values.yaml (quick start) ```yaml 1 scalekit: 2 config: 3 app: 4 domain: "" 5 seedData: 6 adminUser: 7 firstName: "" 8 lastName: "" 9 email: "" 10 emailServer: 11 settings: 12 fromEmail: "hi@" 13 fromName: "Team " 14 host: "" 15 port: 16 username: "" 17 18 postgresql: 19 enabled: true 20 21 redis: 22 enabled: true 23 24 secrets: 25 create: true 26 svix: 27 jwtSecret: "" 28 apiToken: "" 29 registry: 30 password: "" 31 32 gateway: 33 enabled: true 34 provider: "" # gcp for GKE; other for all other clusters 35 className: "" 36 annotations: 37 : "" 38 redirectToHttps: true 39 healthCheckPolicy: 40 enabled: true # GKE only ``` * Production (external services) Use this configuration for production deployments with external PostgreSQL and Redis that you manage. values.yaml (production) ```yaml 1 scalekit: 2 config: 3 app: 4 domain: "auth.example.com" # your domain, without scheme or trailing slash 5 protocol: "https" 6 region: "us" # us or eu — set once, do not change after first install 7 8 database: 9 host: "pg.internal.example.com" 10 name: "scalekit" 11 user: "scalekit" 12 port: 5432 13 # Password is stored in the authentication-secret Kubernetes secret 14 15 redis: 16 host: "redis.internal.example.com" 17 port: 6379 18 db: 0 19 # Password is stored in the authentication-secret Kubernetes secret 20 21 seedData: 22 adminUser: 23 firstName: "Admin" 24 lastName: "User" 25 email: "admin@example.com" 26 emailServer: 27 serverType: "SMTP" 28 provider: "POSTMARK" # POSTMARK, SENDGRID, or OTHER 29 enabled: true 30 settings: 31 fromEmail: "noreply@example.com" 32 fromName: "Your Company" 33 host: "smtp.postmarkapp.com" 34 port: 587 35 username: "your-smtp-api-key" 36 37 # External services — disable subcharts 38 postgresql: 39 enabled: false 40 41 redis: 42 enabled: false 43 44 gateway: 45 enabled: true 46 className: "gke-l7-global-external-managed" # your GatewayClass 47 provider: "gcp" # "gcp" for GKE Gateway; "other" (or omit) for most other clusters / ingress controllers 48 redirectToHttps: true 49 healthCheckPolicy: 50 enabled: true # GKE only ``` *** ## Field reference [Section titled “Field reference”](#field-reference) ### App [Section titled “App”](#app) ```yaml 1 scalekit: 2 config: 3 app: 4 domain: "auth.example.com" 5 protocol: "https" 6 region: "us" ``` | Field | Description | | ---------- | ------------------------------------------------------------------------------------------------- | | `domain` | Base domain for your Scalekit instance. Must match your gateway hostname. | | `protocol` | Use `https` in production. For local HTTP dev, set to `http` and add `oidc.allow_insecure: true`. | | `region` | Data residency context. Set once. Do not change after the initial install. | ### Database [Section titled “Database”](#database) ```yaml 1 scalekit: 2 config: 3 database: 4 host: "your-db-host" 5 name: "scalekit" 6 user: "scalekit" 7 port: 5432 ``` When using external PostgreSQL (`postgresql.enabled: false`), the database password is injected via Kubernetes secret: * **`secrets.create: true`**: provide it under `secrets.database.password` in `values.yaml`; the chart creates the secret automatically * **`secrets.create: false`**: pre-create the `authentication-secret` with a `database_password` key using the setup script Omit this section entirely when using the bundled PostgreSQL subchart (`postgresql.enabled: true`). ### Redis [Section titled “Redis”](#redis) ```yaml 1 scalekit: 2 config: 3 redis: 4 host: "your-redis-host" 5 port: 6379 6 db: 0 ``` When using external Redis (`redis.enabled: false`), the Redis password and DSN are injected via Kubernetes secret: * **`secrets.create: true`**: provide the DSN under `secrets.svix.redisDsn` in `values.yaml`; the chart creates the secret automatically * **`secrets.create: false`**: pre-create the `svix-secrets` with a `redis-dsn` key using the setup script Omit this section entirely when using the bundled Redis subchart (`redis.enabled: true`). ### Seed data [Section titled “Seed data”](#seed-data) Seed data is applied once on first install. It creates the initial admin user and configures the email server. ```yaml 1 scalekit: 2 config: 3 seedData: 4 adminUser: 5 firstName: "Admin" 6 lastName: "User" 7 email: "admin@example.com" 8 emailServer: 9 serverType: "SMTP" 10 provider: "POSTMARK" # POSTMARK, SENDGRID, or OTHER 11 enabled: true 12 settings: 13 fromEmail: "noreply@example.com" 14 fromName: "Your Company" 15 host: "smtp.postmarkapp.com" 16 port: 587 17 username: "your-smtp-api-key-or-username" ``` Email server password The SMTP password is not set here. Provide it via `secrets.smtp.password` in `values.yaml` when using `secrets.create: true`, or in the `authentication-secret` Kubernetes secret (`seed_data_email_server_settings_password` key) when using the setup script. ### Gateway [Section titled “Gateway”](#gateway) Scalekit uses the Kubernetes Gateway API for ingress. ```yaml 1 gateway: 2 enabled: true 3 className: "gke-l7-global-external-managed" 4 provider: "gcp" 5 redirectToHttps: true 6 healthCheckPolicy: 7 enabled: true # GKE only ``` Set `gateway.className` to the GatewayClass for your cluster: | Provider | GatewayClass | | -------------- | ---------------------------------- | | GKE (external) | `gke-l7-global-external-managed` | | GKE (internal) | `gke-l7-regional-internal-managed` | | Istio | `istio` | | Envoy Gateway | `eg` | Set `provider: "gcp"` for GKE. It enables GKE-specific resources like `HealthCheckPolicy`. Set `provider: "other"` for all other clusters. ## Gateway annotations [Section titled “Gateway annotations”](#gateway-annotations) Annotations on the Gateway resource are how you attach TLS certificates and configure provider-specific behavior. Add them under `gateway.annotations` in your `values.yaml`: ```yaml 1 gateway: 2 annotations: 3 : "" ``` Common annotations by provider: | Provider | Annotation | Purpose | | -------------------------- | -------------------------------- | ------------------------------------------------- | | GKE | `networking.gke.io/certmap` | Attach a GCP Certificate Manager cert map for TLS | | cert-manager (any cluster) | `cert-manager.io/cluster-issuer` | Provision TLS via cert-manager | | AWS (ALB) | `kubernetes.io/ingress.class` | Route through an ALB | ### Example: GCP Certificate Manager [Section titled “Example: GCP Certificate Manager”](#example-gcp-certificate-manager) ```yaml 1 gateway: 2 enabled: true 3 className: "gke-l7-global-external-managed" 4 provider: "gcp" 5 annotations: 6 networking.gke.io/certmap: "scalekit-cert-map" 7 redirectToHttps: true 8 healthCheckPolicy: 9 enabled: true ``` ## Optional components [Section titled “Optional components”](#optional-components) ### OpenFGA (fine-grained authorization) [Section titled “OpenFGA (fine-grained authorization)”](#openfga-fine-grained-authorization) OpenFGA is disabled by default. Enable it when you need fine-grained authorization at scale: ```yaml 1 sidecars: 2 openfga: 3 enabled: true ``` OpenFGA requires its own PostgreSQL database (`openfga`). Credentials are stored in the `openfga-secrets` Kubernetes secret. ### Directory server (SCIM) [Section titled “Directory server (SCIM)”](#directory-server-scim) SCIM provisioning is disabled by default: ```yaml 1 scalekit: 2 config: 3 directoryServer: 4 enabled: true ``` ## Secrets reference [Section titled “Secrets reference”](#secrets-reference) Scalekit uses Kubernetes secrets to inject all sensitive values into pods. There are two ways these secrets are created: * **`secrets.create: true`** (quick start): the chart auto-creates all secrets from values you provide in `values.yaml` under the `secrets.*` block * **`secrets.create: false`** (full deployment): you pre-create the secrets using the setup script | Secret name | Key fields | Created by | | ------------------------------ | -------------------------------------------------------------------------------- | ------------------------------------------------------------------ | | `authentication-service-token` | `TOKEN`: dashboard auth token | Chart or setup script | | `db-migrations` | `DATABASE_URL`, `DB_ADAPTER` | Chart or setup script | | `authentication-secret` | DB password, Redis password, OIDC keys, cookie keys, email keys, webhook API key | Chart or setup script | | `svix-secrets` | `db-dsn`, `jwt-secret`, `main-secret`, `redis-dsn`, `api-token` | Chart or setup script | | `artifact-registry-secret` | Docker registry credentials for the Scalekit container registry | Chart or setup script | | `openfga-secrets` | `keys`, `uri` | Chart or setup script. Only when `sidecars.openfga.enabled: true`. | Next, Setup script will generate the values.yaml and all required Kubernetes secrets for you. --- # DOCUMENT BOUNDARY --- # Install Scalekit > Deploy Scalekit on a Kubernetes cluster using Helm and the Gateway API. You will deploy Scalekit on any Kubernetes cluster using the Helm chart from the distribution portal and the Kubernetes Gateway API for ingress. This helps you complete a production installation with external PostgreSQL, Redis, and properly managed secrets. 1. ### Create a personal access token [Section titled “Create a personal access token”](#create-a-personal-access-token) Log in to the Scalekit distribution portal. This token authenticates your cluster to pull both the Helm chart and container images from the Scalekit container registry. ![Scalekit distribution portal login](/.netlify/images?url=_astro%2Fportal-login.Ch1RHBxb.png\&w=1248\&h=1220\&dpl=6a3b904fcb23b100084833a2) After signing in you will see the portal home page. ![Scalekit distribution portal home](/.netlify/images?url=_astro%2Fportal-home.DCD46C0C.png\&w=3016\&h=750\&dpl=6a3b904fcb23b100084833a2) Click the **profile icon** in the top-right corner. ![Profile icon in the top-right corner](/.netlify/images?url=_astro%2Fportal-profile-icon.12S91tKZ.png\&w=176\&h=118\&dpl=6a3b904fcb23b100084833a2) In the dropdown, select **Personal Access Tokens**. ![Profile dropdown menu with Personal Access Tokens option](/.netlify/images?url=_astro%2Fportal-profile-menu.B7Y57Dda.png\&w=458\&h=540\&dpl=6a3b904fcb23b100084833a2) You will see the Personal Access Tokens page. Click **+ Create token**. ![Personal Access Tokens page](/.netlify/images?url=_astro%2Fportal-pat-list.CVQyTrNz.png\&w=3012\&h=632\&dpl=6a3b904fcb23b100084833a2) A form slides in. Enter a **Label** and set an **Expires At** date, then click **+ Create**. ![Create a Personal Access Token form](/.netlify/images?url=_astro%2Fportal-pat-form.BTN9MgDu.png\&w=654\&h=602\&dpl=6a3b904fcb23b100084833a2) Your token is displayed once — **copy it immediately.** It cannot be retrieved after you leave this page. Note the expiry date and rotate before it lapses; a lapsed token causes `ImagePullBackOff` on new deployments and upgrades. ![Token displayed after creation: copy it now](/.netlify/images?url=_astro%2Fportal-pat-created.Dm1iZXeP.png\&w=2250\&h=544\&dpl=6a3b904fcb23b100084833a2) 2. ### Run the setup script [Section titled “Run the setup script”](#run-the-setup-script) The [setup script](/self-hosted/setup-script/) collects your configuration interactively and generates two files: a secrets script and a `values.yaml`. Copy the script from that page, then run it: ```bash 1 chmod +x setup-secrets.sh 2 bash setup-secrets.sh ``` When prompted for environment, select the option that matches your target: * **1. Minikube** (local, uses nginx ingress) * **2. GCP / GKE** (configures GKE Gateway and NEG annotations) * **3. Other Kubernetes cluster** (generic config, add your own ingress) * **4. Evaluation** (bundled PostgreSQL and Redis; minimal setup) The script walks you through namespace, PostgreSQL, Redis, SMTP, registry token, domain, and admin user settings. GKE-specific Gateway settings are only collected for option `2`. When the script finishes, it prints the paths to two generated files. Before proceeding, open each file and verify the values are correct. **`values-gke-.yaml`**: confirm: * `app.domain` matches your intended domain * `database.host`, `database.name`, and `database.user` point to the right PostgreSQL instance * `redis.host` points to the right Redis instance * `seedData.adminUser.email` is the address you want for the initial admin login * `gateway.className` and `gateway.annotations` match your cluster’s gateway configuration **`scalekit-secrets-gke-.sh`**: confirm: * The namespace at the top matches your intended namespace * Database and Redis connection strings in `db-migrations` and `authentication-secret` are correct * The registry token in `artifact-registry-secret` is the one you just created 3. ### Apply the Kubernetes secrets [Section titled “Apply the Kubernetes secrets”](#apply-the-kubernetes-secrets) Run the secrets script the setup script generated: ```bash 1 bash scalekit-secrets-gke-.sh ``` Set the namespace (defaults to the value used in the setup script): ```bash 1 # Set once for your deployment 2 NAMESPACE=${NAMESPACE:-scalekit} ``` Verify all secrets were created: ```bash 1 kubectl get secrets -n ${NAMESPACE} ``` Expected secrets: `authentication-service-token`, `db-migrations`, `authentication-secret`, `svix-secrets`, `artifact-registry-secret`. If you ran the script with `--enable-openfga`, `openfga-secrets` will also be present. 4. ### Create a deployment [Section titled “Create a deployment”](#create-a-deployment) Deployments are created through the Scalekit distribution portal. #### Open Deployments [Section titled “Open Deployments”](#open-deployments) In the left sidebar, click **Deployments**, then click **+ New Deployment** in the top-right corner. ![Deployments page](/.netlify/images?url=_astro%2Fportal-deployments.B4-mDB4x.png\&w=3018\&h=652\&dpl=6a3b904fcb23b100084833a2) #### Select the application [Section titled “Select the application”](#select-the-application) In the **Create New Deployment** dialog, select **Scalekit Onprem** and click **Continue**. ![Create New Deployment: select Scalekit Onprem](/.netlify/images?url=_astro%2Fportal-new-deployment.Bw77r62a.png\&w=1422\&h=1136\&dpl=6a3b904fcb23b100084833a2) #### Configure the deployment [Section titled “Configure the deployment”](#configure-the-deployment) ![Deployment Configuration form](/.netlify/images?url=_astro%2Fportal-deployment-config.C-spEDWY.png\&w=1314\&h=1208\&dpl=6a3b904fcb23b100084833a2) * **Deployment Name**: any name you choose; `scalekit` is recommended * **Kubernetes Namespace**: must match the namespace you used in step 3 * Leave **Enable cluster-scoped permissions** checked * Leave **Set custom resource requirements for the Distr agent** unchecked Click **Continue**. #### Select a version and add values [Section titled “Select a version and add values”](#select-a-version-and-add-values) ![Application Configuration form](/.netlify/images?url=_astro%2Fportal-app-config.Ca5o-m3n.png\&w=1292\&h=1276\&dpl=6a3b904fcb23b100084833a2) * **Version**: select the latest available version from the dropdown * **Helm release name**: leave as `scalekit` or set your own * **Helm values**: paste the full contents of `values-gke-.yaml` generated by the setup script Click **Create Deployment**. The portal moves to the **Deploy** step and shows a `kubectl apply` command. #### Connect your cluster [Section titled “Connect your cluster”](#connect-your-cluster) The portal shows a **Deployment Created Successfully** screen with a `kubectl apply` command. ![Deployment created successfully: copy the kubectl command](/.netlify/images?url=_astro%2Fportal-deploy-success.EdEl6go6.png\&w=1892\&h=1282\&dpl=6a3b904fcb23b100084833a2) Click **Copy Command** and run it on your cluster: ```bash 1 kubectl apply -n ${NAMESPACE} -f "" ``` Databases must exist before connecting The deployment triggers database migrations on connect. If any of the three PostgreSQL databases (`scalekit`, `webhooks`, `openfga`) do not exist, the migration will fail. The setup script prints the exact `CREATE DATABASE` commands to run if needed. 5. ### Update DNS [Section titled “Update DNS”](#update-dns) Once the Gateway is up, get its external IP: ```bash 1 kubectl get gateway -n ${NAMESPACE} ``` Copy the external IP from the `ADDRESS` column. In your DNS provider, create a wildcard `A` record pointing to it: ```plaintext 1 *. ``` DNS propagation can take a few minutes. You can verify with: ```bash 1 dig app. ``` 6. ### Verify the deployment [Section titled “Verify the deployment”](#verify-the-deployment) ```bash 1 kubectl get pods -n ${NAMESPACE} ``` All pods should show `Running` status. Open the admin dashboard at `https://app.` and sign in with the admin credentials you provided during setup. Next, Upgrades and maintenance will help you update to new versions through the portal and handle routine tasks like certificate renewal. --- # DOCUMENT BOUNDARY --- # Secrets setup script > Interactive script that generates all Kubernetes secrets and a values.yaml for your Scalekit deployment. You will run a one-time interactive script that generates all Kubernetes secrets and a values.yaml file for your deployment. This helps you bootstrap correctly without manually creating secrets or making copy-paste errors in configuration. The script is a **one-time tool for initial deployment**. Run it once to bootstrap your cluster. Do not run it again on an existing installation. It collects your configuration interactively and produces two output files: * **A secrets script** (`scalekit-secrets--.sh`): runs `kubectl` commands to create all five required Kubernetes secrets * **A values file** (`values--.yaml`): paste this into the Scalekit distribution portal when creating your deployment ## Prerequisites [Section titled “Prerequisites”](#prerequisites) | Tool | Version | Purpose | | --------- | ------------------ | ------------------------------------------- | | `bash` | 4.0 or later | Run the script | | `openssl` | Any modern version | Generate cryptographic keys and tokens | | `python3` | 3.6 or later | Generate webhook JWT and OIDC client secret | | `kubectl` | 1.27 or later | Create Kubernetes secrets in your cluster | `kubectl` must be configured and pointed at the cluster you are deploying to before you run the script. On macOS, `bash` ships as version 3. Install a newer version with Homebrew: ```bash 1 brew install bash ``` ## Run the setup script [Section titled “Run the setup script”](#run-the-setup-script) Run this script only once The script auto-generates cryptographic keys (OIDC master key, cookie encryption keys, webhook JWT secret, and others). These are written into your Kubernetes secrets and used by the running system. If you run the script again, it generates different values and overwrites the secrets, which will break your existing deployment. To update a single credential (for example, to rotate a database password), edit the specific Kubernetes secret directly rather than re-running the script. Copy the script below, save it as `setup-secrets.sh`, make it executable, then run it: ```bash 1 chmod +x setup-secrets.sh 2 bash setup-secrets.sh ``` When prompted to choose an environment, enter the number that matches your target: | Option | Environment | Notes | | ------ | ------------------------ | ----------------------------------------------------------------------------------------------------- | | `1` | Minikube (local) | Uses nginx ingress; sets `http` protocol and `allow_insecure: true` | | `2` | GCP / GKE | Configures GKE Gateway API and NEG annotations | | `3` | Other Kubernetes cluster | Generic config. You add your own ingress or gateway. | | `4` | Evaluation | Fast path: Helm spins up bundled PostgreSQL and Redis; only asks for webhook and registry credentials | ### Evaluation mode [Section titled “Evaluation mode”](#evaluation-mode) Option `4` is a shortcut for a local or throwaway environment. The script asks only for a webhook JWT secret, a webhook API token, and a registry access token, then exits. It generates a minimal `values-eval-.yaml` to paste into the distribution portal. No databases or Redis instances are needed. The chart provides bundled ones. **Do not use evaluation mode in production.** The bundled databases have no backups, no replication, and no persistent storage guarantees. ### Optional flags [Section titled “Optional flags”](#optional-flags) | Flag | Effect | | ------------------- | ------------------------------------------------------------------------------------ | | `--enable-openfga` | Includes OpenFGA secrets and database configuration | | `--change-defaults` | Prompts you to confirm or override default values instead of accepting them silently | ## What the script collects [Section titled “What the script collects”](#what-the-script-collects) ### Full setup (options 1, 2, 3) [Section titled “Full setup (options 1, 2, 3)”](#full-setup-options-1-2-3) The script walks through these sections: | Section | What it asks | | ---------------------- | ------------------------------------------------------------------------------------ | | **Namespace** | Kubernetes namespace to deploy into | | **Environment** | Deployment target: Minikube, GCP/GKE, other K8s, or Evaluation | | **PostgreSQL** | Host, port, credentials, and database names (scalekit, webhooks, openfga if enabled) | | **Redis** | Host, port, password, and db indexes for app, background jobs, and webhooks | | **Email (SMTP)** | From address, host, port, username, and password | | **Container registry** | Registry token and server URL from the Scalekit distribution portal | | **GKE Gateway** | GatewayClass name and GCP certificate map (GCP/GKE only) | | **App settings** | Domain, region, replica count | | **Admin user** | First name, last name, email for the initial dashboard login | All cryptographic values (OIDC keys, cookie keys, webhook JWT, etc.) are auto-generated. You do not supply these. ### Evaluation mode (option 4) [Section titled “Evaluation mode (option 4)”](#evaluation-mode-option-4) The script only asks for: | Section | What it asks | | ----------------------- | ----------------------------------- | | **Namespace** | Kubernetes namespace to deploy into | | **Webhook credentials** | JWT secret and API token | | **Container registry** | Registry access token | ## After the script completes [Section titled “After the script completes”](#after-the-script-completes) The script prints the paths to both generated files. Before proceeding: 1. Run the secrets script to create all Kubernetes secrets: ```bash 1 bash scalekit-secrets--.sh ``` 2. Paste the contents of `values--.yaml` into the Scalekit distribution portal when creating or updating your deployment. See [Install Scalekit](/self-hosted/installation/) for the full portal flow. Check databases exist first The script reminds you to verify that all three PostgreSQL databases exist before connecting your cluster. The migration hook will fail if any database is missing. ## Script [Section titled “Script”](#script) setup-secrets.sh ```bash 1 #!/usr/bin/env bash 2 set -euo pipefail 3 4 # ── Arguments ───────────────────────────────────────────────────────────────── 5 # Usage: bash setup-secrets.sh [--enable-openfga] [--change-defaults] 6 OPENFGA_ENABLED="false" 7 CHANGE_DEFAULTS="false" 8 for arg in "$@"; do 9 case "$arg" in 10 --enable-openfga) OPENFGA_ENABLED="true" ;; 11 --change-defaults) CHANGE_DEFAULTS="true" ;; 12 *) echo "Unknown argument: $arg"; exit 1 ;; 13 esac 14 done 15 16 # ── Colours ────────────────────────────────────────────────────────────────── 17 BOLD=$'\033[1m' 18 DIM=$'\033[2m' 19 RED=$'\033[31m' 20 GREEN=$'\033[32m' 21 YELLOW=$'\033[33m' 22 CYAN=$'\033[36m' 23 RESET=$'\033[0m' 24 25 header() { echo "\n${BOLD}${CYAN}▶ $*${RESET}"; } 26 prompt() { echo "${YELLOW}$*${RESET}"; } 27 success() { echo "${GREEN}✓ $*${RESET}"; } 28 dim() { echo "${DIM}$*${RESET}"; } 29 30 ask() { 31 local var="$1" msg="$2" default="${3:-}" 32 # If a default exists and --change-defaults is not set, use it silently 33 if [[ -n "$default" && "$CHANGE_DEFAULTS" == "false" ]]; then 34 eval "$var=\"$default\"" 35 dim " $msg = $default (default)" 36 return 37 fi 38 while true; do 39 if [[ -n "$default" ]]; then 40 read -rp "${YELLOW}$msg [${default}]: ${RESET}" input 41 else 42 read -rp "${YELLOW}$msg: ${RESET}" input 43 fi 44 if [[ -z "$input" && -n "$default" ]]; then 45 eval "$var=\"$default\"" 46 break 47 elif [[ -n "$input" ]]; then 48 eval "$var=\"$input\"" 49 break 50 else 51 echo "${RED} ✗ This field is required. Please enter a value.${RESET}" 52 fi 53 done 54 } 55 56 ask_secret() { 57 local var="$1" msg="$2" default="${3:-}" 58 # If the 3rd argument was explicitly passed (even as ""), empty input is allowed 59 local allow_empty="${3+yes}" 60 while true; do 61 if [[ -n "$default" ]]; then 62 read -rp "${YELLOW}$msg [${default}]: ${RESET}" input 63 else 64 read -rp "${YELLOW}$msg: ${RESET}" input 65 fi 66 if [[ -z "$input" && -n "$default" ]]; then 67 eval "$var=\"$default\"" 68 break 69 elif [[ -z "$input" && "$allow_empty" == "yes" ]]; then 70 eval "$var=\"\"" 71 break 72 elif [[ -n "$input" ]]; then 73 eval "$var=\"$input\"" 74 break 75 else 76 echo "${RED} ✗ This field is required. Please enter a value.${RESET}" 77 fi 78 done 79 } 80 81 # ── Step 1: Namespace & environment ────────────────────────────────────────── 82 header "Step 1 — Namespace & environment" 83 ask NAMESPACE "Kubernetes namespace to deploy Scalekit into" 84 echo 85 echo -e "${YELLOW}Which environment are you deploying to?${RESET}" 86 echo " 1) Minikube (local)" 87 echo " 2) GCP / GKE" 88 echo " 3) Other Kubernetes cluster" 89 echo " 4) Evaluation (quickstart — Helm brings up PostgreSQL & Redis)" 90 read -rp "${YELLOW}Enter 1, 2, 3 or 4: ${RESET}" ENV_CHOICE 91 if [[ "$ENV_CHOICE" == "1" ]]; then 92 ENV_LABEL="minikube" 93 elif [[ "$ENV_CHOICE" == "2" ]]; then 94 ENV_LABEL="gke" 95 elif [[ "$ENV_CHOICE" == "4" ]]; then 96 ENV_LABEL="eval" 97 else 98 ENV_LABEL="k8s" 99 fi 100 101 # ── Evaluation flow (early exit) ────────────────────────────────────────────── 102 if [[ "$ENV_CHOICE" == "4" ]]; then 103 header "Step 2 — Evaluation setup" 104 dim " Helm will spin up PostgreSQL and Redis automatically." 105 dim " You only need a Svix API token and registry credentials." 106 echo 107 108 ask_secret SVIX_JWT_SECRET " Svix JWT secret (must be the secret used to sign the API token)" 109 ask_secret SVIX_API_KEY " Svix API token (JWT signed with the above secret)" 110 ask_secret REGISTRY_PASSWORD " Registry access token" 111 echo 112 113 VALUES_FILE="$(pwd)/values-eval-$(date +%Y%m%d%H%M%S).yaml" 114 cat > "$VALUES_FILE" <}" 391 echo " redis.db (main) = $REDIS_DB" 392 echo " redis.db (asynq) = $ASYNQ_REDIS_DB" 393 echo " redis.db (svix) = $SVIX_REDIS_DB → $SVIX_REDIS_DSN" 394 echo " email_key = na (fixed)" 395 echo " smtp password = $SMTP_PASSWORD" 396 echo " sendgrid_key = na (fixed)" 397 echo " smtp from = $EMAIL_FROM_NAME <$EMAIL_FROM>" 398 echo " smtp host:port = $SMTP_HOST:$SMTP_PORT" 399 echo " smtp username = $SMTP_USERNAME" 400 echo " app.domain = $APP_DOMAIN" 401 echo " app.region = $APP_REGION" 402 echo " app.protocol = $APP_PROTOCOL" 403 echo " replicaCount = $REPLICA_COUNT" 404 echo " adminUser = $ADMIN_FIRST_NAME $ADMIN_LAST_NAME <$ADMIN_EMAIL>" 405 echo " registry_server = $REGISTRY_SERVER" 406 echo " registry_password = $REGISTRY_PASSWORD" 407 echo 408 409 # ── Step 6: Write secrets script ───────────────────────────────────────────── 410 OUTPUT_FILE="$(pwd)/scalekit-secrets-${ENV_LABEL}-$(date +%Y%m%d%H%M%S).sh" 411 412 cat > "$OUTPUT_FILE" <> "$OUTPUT_FILE" < "$VALUES_FILE" < "$VALUES_FILE" < "$VALUES_FILE" <> /etc/hosts'" 764 echo 765 dim " Or add manually — open /etc/hosts and append this line:" 766 echo " 127.0.0.1 app.${APP_DOMAIN} auth.${APP_DOMAIN}" 767 echo 768 dim " 5. Update CoreDNS so pods inside the cluster can resolve app.${APP_DOMAIN} and auth.${APP_DOMAIN}:" 769 echo 770 dim " Open the CoreDNS ConfigMap and find the IP already assigned to host.minikube.internal." 771 dim " Add two more entries pointing to that same IP:" 772 echo 773 echo " kubectl edit configmap coredns -n kube-system" 774 echo 775 echo " # Inside the hosts { } block, add:" 776 echo " app.${APP_DOMAIN}" 777 echo " auth.${APP_DOMAIN}" 778 echo 779 dim " Then restart CoreDNS to apply:" 780 echo " kubectl rollout restart deployment coredns -n kube-system" 781 echo 782 echo "${BOLD}${CYAN}└─────────────────────────────────────────────────────────────┘${RESET}" 783 fi ``` Once both files are on disk, you have everything needed to install Scalekit. Next, [Installation](/self-hosted/installation/) covers applying the secrets script and creating the deployment through the portal. --- # DOCUMENT BOUNDARY --- # System requirements > Kubernetes, database, and network requirements for a self-hosted Scalekit deployment. You will confirm that your Kubernetes cluster, databases, and network meet the requirements for a self-hosted deployment. This helps you avoid installation failures and costly production issues later. ## Prepare Kubernetes [Section titled “Prepare Kubernetes”](#prepare-kubernetes) | Requirement | Value | | ------------------ | ------------------------------ | | Kubernetes version | 1.27 or later | | Helm version | 3.12 or later | | `kubectl` | Configured with cluster access | Any managed Kubernetes service works (GKE, EKS, AKS, or a self-managed cluster). Scalekit supports two ingress options. Use one, not both: * **Kubernetes Gateway API** (recommended for cloud clusters): requires a GatewayClass installed on your cluster * **Nginx Ingress** (for local or Minikube deployments): requires the nginx ingress controller For Gateway API, common GatewayClasses: | Provider | GatewayClass | | ------------- | ------------------------------------------- | | GKE | `gke-l7-global-external-managed` (built-in) | | Istio | `istio` | | Envoy Gateway | `eg` | On GKE, the Gateway controller is enabled by default. For other clusters, install the Gateway API CRDs and a compatible controller before deploying Scalekit. ## Prepare PostgreSQL [Section titled “Prepare PostgreSQL”](#prepare-postgresql) Scalekit requires **three separate databases** on PostgreSQL 15 or later. These can all live on the same PostgreSQL instance. | Database | Used by | | ---------- | --------------------------------- | | `scalekit` | Core auth service | | `webhooks` | Webhook delivery | | `openfga` | Authorization engine (if enabled) | Create a dedicated user with full privileges on each database. Scalekit runs migrations automatically on install and upgrade. Evaluation without external PostgreSQL The Helm chart includes an optional PostgreSQL subchart. Set `postgresql.enabled: true` in your `values.yaml` to spin up a bundled database for evaluation. Do not use this in production. CockroachDB CockroachDB is also supported. Set `DB_ADAPTER=postgresql` in the `db-migrations` secret (the setup script handles this automatically). ## Prepare Redis [Section titled “Prepare Redis”](#prepare-redis) | Requirement | Value | | ----------- | ------------ | | Version | 6.2 or later | Scalekit uses Redis for session storage, token caching, and background job queues. Redis does not need persistence enabled, but enabling RDB snapshots is recommended for production. Evaluation without external Redis The Helm chart includes an optional Redis subchart. Set `redis.enabled: true` in your `values.yaml` to use it for evaluation. Do not use this in production. ## Set up email (SMTP) [Section titled “Set up email (SMTP)”](#set-up-email-smtp) Scalekit sends transactional email for password resets, magic links, and user invitations. You need an SMTP provider configured before first run. Supported providers with first-class integration: **Postmark**, **SendGrid**. Any SMTP server works with the `OTHER` provider type. ## Size your nodes [Section titled “Size your nodes”](#size-your-nodes) | Resource | Production (per node) | | -------- | --------------------- | | CPU | 4 vCPUs | | RAM | 8 GB | The Scalekit Deployment defaults to 2 replicas with autoscaling up to 20. Each replica includes all sidecar containers. Tune `replicaCount` and HPA settings in your `values.yaml`. ## Configure network and DNS [Section titled “Configure network and DNS”](#configure-network-and-dns) ### Set up DNS [Section titled “Set up DNS”](#set-up-dns) A wildcard DNS record pointing to your Gateway’s external IP is required. You set this up after the deployment is running (see [Install Scalekit](/self-hosted/installation/#update-dns)). ### Set up TLS [Section titled “Set up TLS”](#set-up-tls) HTTPS is required. Manage certificates through your cloud provider’s certificate manager (for example, GCP Certificate Manager) and reference it via a Gateway annotation. cert-manager is also supported. Add the appropriate annotation to `gateway.annotations` in your `values.yaml`. ## Access the container registry [Section titled “Access the container registry”](#access-the-container-registry) Scalekit container images are hosted on a private container registry. You receive the registry server URL and credentials through the Scalekit distribution portal as part of onboarding. The registry token is stored as a Kubernetes image pull secret (`artifact-registry-secret`) during setup. ## Next step [Section titled “Next step”](#next-step) Once your infrastructure is ready, the Configure your deployment page will help you prepare the values.yaml that drives your deployment. --- # DOCUMENT BOUNDARY --- # Troubleshooting > Diagnose and fix common issues with a self-hosted Scalekit deployment on Kubernetes. This guide helps you diagnose and resolve common issues when running Scalekit on your own Kubernetes cluster. Start with the quick diagnostics, then use the symptom/cause/solution sections below to fix specific problems. ## Quick diagnostics [Section titled “Quick diagnostics”](#quick-diagnostics) Before investigating specific errors, run these basic checks to identify which pods are unhealthy and gather initial diagnostics. ### Check pod status [Section titled “Check pod status”](#check-pod-status) Set the namespace (the setup script defaults to `scalekit`): ```bash 1 # Set once for your deployment 2 NAMESPACE=${NAMESPACE:-scalekit} ``` ```bash 1 kubectl get pods -n ${NAMESPACE} 2 kubectl describe pod -n ${NAMESPACE} 3 kubectl logs -n ${NAMESPACE} --tail=100 ``` For the main Scalekit pod (multiple containers), specify the container: ```bash 1 # Main auth service 2 kubectl logs -n ${NAMESPACE} -c scalekit --tail=100 3 4 # Dashboard 5 kubectl logs -n ${NAMESPACE} -c dashboard --tail=100 6 7 # Svix (webhooks) 8 kubectl logs -n ${NAMESPACE} -c svix --tail=100 ``` Useful kubectl flags * Add `--previous` to see logs from the last crashed container. * Use `kubectl get events -n ${NAMESPACE} --sort-by=.lastTimestamp` for recent cluster events. ## Helm deployment issues [Section titled “Helm deployment issues”](#helm-deployment-issues) ### `ImagePullBackOff` or `ErrImagePull` [Section titled “ImagePullBackOff or ErrImagePull”](#imagepullbackoff-or-errimagepull) **Symptom:** Pods fail to start with `ImagePullBackOff` or `ErrImagePull`. **Cause:** The cluster cannot pull images from the Scalekit container registry. This is almost always caused by a missing or expired registry secret. **Solution:** 1. Confirm the secret exists: ```bash 1 kubectl get secret artifact-registry-secret -n ${NAMESPACE} ``` 2. If it is missing, recreate it: ```bash 1 kubectl create secret docker-registry artifact-registry-secret \ 2 --docker-server= \ 3 --docker-username=oauth2accesstoken \ 4 --docker-password= \ 5 -n ${NAMESPACE} ``` 3. Verify your registry token has not expired. Tokens from the distribution portal are time-limited. Token expiry breaks image pulls When the token expires, new deployments and upgrades will fail with `ImagePullBackOff`. Set a reminder to renew it before it lapses. ### Migration hook fails or times out [Section titled “Migration hook fails or times out”](#migration-hook-fails-or-times-out) **Symptom:** The `db-migrations` job fails or the Helm install hangs on the pre-install hook. **Cause:** The migration job cannot connect to PostgreSQL (wrong connection string, database does not exist, or network issue). **Solution:** 1. Check the job logs: ```bash 1 kubectl get jobs -n ${NAMESPACE} 2 kubectl logs job/scalekit-db-migrations -n ${NAMESPACE} ``` 2. Verify the `DATABASE_URL` secret is correct and points to a reachable PostgreSQL instance. 3. Ensure the target databases (`scalekit`, `webhooks`, `openfga`) exist and the database user has full privileges. Database creation The setup script prints the exact `CREATE DATABASE` commands. Run them on your PostgreSQL server if the databases are missing. ### Pod stuck in `CrashLoopBackOff` [Section titled “Pod stuck in CrashLoopBackOff”](#pod-stuck-in-crashloopbackoff) **Symptom:** The main Scalekit pod keeps crashing and restarting. **Cause:** A required secret is missing or a configuration value (hostnames, domains, credentials) is incorrect. **Solution:** 1. Check the previous container logs for the exact error: ```bash 1 kubectl logs -n ${NAMESPACE} -c scalekit --previous ``` 2. Common causes: * Missing keys in `authentication-secret` → Re-run `bash setup-secrets.sh` * `database.host` or `redis.host` unreachable → Verify connectivity and values in `values.yaml` * `domain` does not match your gateway hostname → Correct `values.yaml` and re-apply 3. Once the cause is fixed, delete the pod (or the whole release) so Kubernetes restarts it with the updated configuration. ## Gateway and ingress issues [Section titled “Gateway and ingress issues”](#gateway-and-ingress-issues) ### Gateway has no external IP [Section titled “Gateway has no external IP”](#gateway-has-no-external-ip) **Symptom:** `kubectl get gateway` shows no address or the Gateway stays in a pending state. **Cause:** The GatewayClass is missing, or the Gateway controller (e.g. GKE Gateway) is not running in the cluster. **Solution:** 1. Inspect the Gateway: ```bash 1 kubectl get gateway -n ${NAMESPACE} 2 kubectl describe gateway scalekit -n ${NAMESPACE} ``` 2. Verify a matching GatewayClass exists: ```bash 1 kubectl get gatewayclass ``` 3. Ensure `gateway.className` in your `values.yaml` exactly matches the installed GatewayClass name. GKE-specific On GKE, you must enable the GKE Gateway controller in your cluster settings before using Gateway API resources. ## Getting help [Section titled “Getting help”](#getting-help) If the issue is not covered here, gather the following information before contacting support: * **Namespace**: The Kubernetes namespace where Scalekit is deployed * **Error messages**: Full output from `kubectl logs`, `kubectl describe`, and Helm output * **Pod status**: Output of `kubectl get pods -n ${NAMESPACE}` * **Values used**: Relevant sections from your `values.yaml` (redact secrets) * **Steps to reproduce**: What you were doing when the issue occurred * **Environment**: Local (Minikube), GKE, or other cluster ### Support channels [Section titled “Support channels”](#support-channels) * **Documentation**: Review the [quickstart](/self-hosted/quickstart/), [installation](/self-hosted/installation/), and [configuration](/self-hosted/configuration/) guides * **Community**: Join the [#ask-anything channel on Slack](https://join.slack.com/t/scalekit-community/shared_invite/zt-3gsxwr4hc-0tvhwT2b_qgVSIZQBQCWRw) (the Scalekit Community workspace) * **Support**: Submit a ticket through your Scalekit dashboard or contact for production issues ## Next steps [Section titled “Next steps”](#next-steps) * [Upgrades and maintenance](/self-hosted/upgrades/) * [Configuration reference](/self-hosted/configuration/) --- # DOCUMENT BOUNDARY --- # Upgrades and maintenance > How to upgrade your self-hosted Scalekit deployment and perform routine maintenance tasks. You will upgrade your self-hosted Scalekit deployment and perform routine maintenance using the portal and Helm. This helps you adopt new versions safely, roll back if needed, and keep TLS and secrets current without disrupting service. ## Upgrade Scalekit [Section titled “Upgrade Scalekit”](#upgrade-scalekit) New versions are available through the Scalekit distribution portal. Upgrades are performed through the portal. The deployment agent running in your cluster picks up the change and applies it automatically. Database migrations run before the new pods start. 1. ### Select the new version in the portal [Section titled “Select the new version in the portal”](#select-the-new-version-in-the-portal) Log in to the Scalekit distribution portal. In the left sidebar, click **Deployments** and select your deployment. * Click **Edit deployment** * Under **Version**, select the new version * Click **Update deployment** The portal notifies the deployment agent in your cluster. No manual `kubectl` command is needed. 2. ### Monitor the upgrade [Section titled “Monitor the upgrade”](#monitor-the-upgrade) The deployment agent handles chart delivery and migration sequencing. Check its logs to follow progress: ```bash 1 kubectl logs -l app=distr-agent -n --tail=100 -f ``` 3. ### Verify the upgrade [Section titled “Verify the upgrade”](#verify-the-upgrade) ```bash 1 kubectl get pods -n 2 kubectl rollout status deployment/scalekit -n ``` ## Roll back an upgrade [Section titled “Roll back an upgrade”](#roll-back-an-upgrade) If an upgrade causes issues, roll back using Helm: ```bash 1 # List revisions 2 helm history scalekit -n 3 4 # Roll back to the previous revision 5 helm rollback scalekit -n ``` ## Renew TLS certificates [Section titled “Renew TLS certificates”](#renew-tls-certificates) TLS certificates are managed through your cloud provider’s certificate manager (for example, GCP Certificate Manager) or cert-manager. Renew certificates through your provider. The gateway picks up the updated certificate automatically without restarting Scalekit. ## Routine maintenance tasks [Section titled “Routine maintenance tasks”](#routine-maintenance-tasks) | Task | Frequency | Action | | ------------------------- | ------------- | --------------------------------------------------------------------------------- | | Review auth logs | Daily | Admin dashboard → **Audit logs** | | Check pod health | Daily | `kubectl get pods -n ` | | Rotate Redis cache | As needed | Automatic. Expired keys are evicted by Redis TTL. | | Back up databases | Regular | Take consistent backups of your PostgreSQL databases | | Rotate registry token | Before expiry | Create a new token in the portal, update `artifact-registry-secret`, restart pods | | Rotate individual secrets | Per policy | Edit the specific Kubernetes secret directly and restart pods | Next, Troubleshooting will help you diagnose and fix the most common problems you may encounter after deployment. --- # DOCUMENT BOUNDARY --- # Ways to implement SSO logins > Implement single sign-on on your login page using three UX strategies: identifier-driven, SSO button, or organization-specific pages. Single sign-on (SSO) login requires careful UX design to balance enterprise authentication requirements with user experience. Your login page must accommodate both SSO users (who authenticate through their organization’s identity provider) and non-SSO users (who use passwords or social authentication). This guide presents three proven UX strategies for adding SSO to your login page. Each strategy offers different trade-offs between user experience, implementation complexity, and administrative control. Choose the approach that best fits your users’ needs and your application’s architecture. The right strategy depends on your user base: identifier-driven flows work best when admins control authentication methods, explicit SSO buttons give users choice, and organization-specific login pages simplify enterprise deployments. ![Login page with password and social auth methods](/.netlify/images?url=_astro%2Fsimple_login_page.CjjjVgoK.png\&w=1024\&h=1222\&dpl=6a3b904fcb23b100084833a2) ## Strategy 1: Identifier-driven single sign-on [Section titled “Strategy 1: Identifier-driven single sign-on”](#strategy-1-identifier-driven-single-sign-on) Collect the user’s email address first. Use the email domain or organization identifier to determine whether to route to SSO or password-based authentication. ![Identifier-driven login](/.netlify/images?url=_astro%2Fidentifier_first_login.BlfaJ4QS.png\&w=2222\&h=1044\&dpl=6a3b904fcb23b100084833a2) Users don’t choose the authentication method. This reduces cognitive load and works well when admins mandate SSO after users have already logged in with passwords. Popular products like [Google](https://accounts.google.com), [Microsoft](https://login.microsoftonline.com), and [AWS](https://console.aws.amazon.com/console/) use this strategy. ## Strategy 2: Login with single sign-on button [Section titled “Strategy 2: Login with single sign-on button”](#strategy-2-login-with-single-sign-on-button) Add a “Login with SSO” button to your login page. This presents all authentication options and lets users choose their preferred method. ![Explicit option for login with SSO](/.netlify/images?url=_astro%2Fsso_button_login.onnUOag1.png\&w=1082\&h=1242\&dpl=6a3b904fcb23b100084833a2) If a user attempts password login but their admin mandates SSO, force SSO-based authentication instead of showing an error. Popular products like [Cal.com](https://app.cal.com/auth/login) and [Notion](https://www.notion.so/login) use this strategy. Tip If a user chooses an authentication method like social login, verify their identity and the appropriate authentication method. If the user must authenticate through SSO, prompt them to re-authenticate through SSO. ## Strategy 3: organization-specific login page [Section titled “Strategy 3: organization-specific login page”](#strategy-3-organization-specific-login-page) Serve different login pages for each organization instead of a single login page. For example, `https://customer1.b2b-app.com/login` and `https://customer2.b2b-app.com/login`. Show only the authentication methods applicable to that organization based on the URL. Popular products like [Zendesk](https://www.zendesk.com/in/login/) and [Slack](https://scalekit.slack.com/) use this strategy. The drawback is that users must remember their organization URL to access the login page. *** ## Next steps [Section titled “Next steps”](#next-steps) After implementing your chosen SSO login strategy: * [Pre-check SSO by domain](/guides/user-auth/check-sso-domain/) - Validate email domains have active SSO before redirecting * [Complete login with code exchange](/authenticate/fsa/complete-login/) - Exchange authorization codes for user data and tokens * [Manage user sessions](/authenticate/fsa/manage-session/) - Store and validate session tokens securely --- # DOCUMENT BOUNDARY --- # Authorization URL to initiate SSO > Learn how to construct and implement authorization URLs in Scalekit to initiate secure Single Sign-on (SSO) flows with your identity provider. The authorization endpoint is where your application redirects users to begin the authentication process. Scalekit powers this endpoint and handles redirecting users to the appropriate identity provider. Example authorization URL ```sh https://SCALEKIT_ENVIRONMENT_URL/oauth/authorize? response_type=code& client_id=skc_1234& scope=openid%20profile& redirect_uri=https%3A%2F%2Fyoursaas.com%2Fcallback& organization_id=org_1243412& state=aHR0cHM6Ly95b3Vyc2Fhcy5jb20vZGVlcGxpbms%3D ``` ## Parameters [Section titled “Parameters”](#parameters) | Parameter | Requirement | Description | | ----------------- | ----------- | -------------------------------------------------------------------------------------------------------------------- | | `client_id` | Required | Your unique client identifier from the API credentials page | | `nonce` | Optional | Random value for replay protection | | `organization_id` | Required\* | Identifier for the organization initiating SSO | | `connection_id` | Required\* | Identifier for the specific SSO connection | | `domain` | Required\* | Domain portion of email addresses configured for an organization | | `provider` | Required\* | Social login provider name. Supported providers: `google`, `microsoft`, `github`, `gitlab`, `linkedin`, `salesforce` | | `response_type` | Required | Must be set to `code` | | `redirect_uri` | Required | URL where Scalekit sends the response. Must match an authorized redirect URI | | `scope` | Required | Must be set to `openid email profile` | | `state` | Optional | Opaque string for request-response correlation | | `login_hint` | Optional | User’s email address for prefilling the login form | \* You must provide one of `organization_id`, `connection_id`, `domain`, or `provider`. If you identify SSO connection using `domain` or `login_hint`, the domain must be registered to the organization. Register domains in **Dashboard > Organizations > General**, or let customers add them via the admin portal. See [Onboard enterprise customers](/sso/guides/onboard-enterprise-customers/). Tip * Your `redirect_uri` must exactly match one of the authorized redirect URIs configured in your API settings * Always include the `state` parameter to protect against cross-site request forgery attacks ## SDK usage [Section titled “SDK usage”](#sdk-usage) Use Scalekit SDKs to generate authorization URLs programmatically. This approach handles parameter encoding and validation automatically. * Node.js ```diff 1 import { ScalekitClient } from '@scalekit-sdk/node'; 2 3 const scalekit = new ScalekitClient( 4 'https://your-subdomain.scalekit.dev', 5 '', 6 '' 7 ); 8 9 const options = { 10 loginHint: 'user@example.com', 11 organizationId: 'org_123235245', 12 }; 13 14 +const authorizationURL = scalekit.getAuthorizationUrl(redirectUri, options); 15 // Example generated URL: 16 // https://your-subdomain.scalekit.dev/oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile&redirect_uri=https%3A%2F%2Fyoursaas.com%2Fcallback&organization_id=org_123235245&login_hint=user%40example.com&state=abc123 ``` * Python ```diff 1 from scalekit import ScalekitClient, AuthorizationUrlOptions 2 3 scalekit = ScalekitClient( 4 'https://your-subdomain.scalekit.dev', 5 '', 6 '' 7 ) 8 9 options = AuthorizationUrlOptions() 10 options.organization_id = "org_12345" 11 options.login_hint = "user@example.com" 12 13 authorization_url = scalekit.get_authorization_url( 14 + redirect_uri, 15 + options 16 +) 17 +# Example generated URL: 18 # https://your-subdomain.scalekit.dev/oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile&redirect_uri=https%3A%2F%2Fyoursaas.com%2Fcallback&organization_id=org_12345&login_hint=user%40example.com&state=abc123 ``` * Go ```diff 1 import ( 2 "github.com/scalekit-inc/scalekit-sdk-go" 3 ) 4 5 func main() { 6 scalekitClient := scalekit.NewScalekitClient( 7 "https://your-subdomain.scalekit.dev", 8 "", 9 "" 10 ) 11 12 options := scalekitClient.AuthorizationUrlOptions{ 13 OrganizationId: "org_12345", 14 LoginHint: "user@example.com", 15 } 16 17 +authorizationURL := scalekitClient.GetAuthorizationUrl( 18 +redirectUrl, 19 +options, 20 + ) 21 // Example generated URL: 22 // https://your-subdomain.scalekit.dev/oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile&redirect_uri=https%3A%2F%2Fyoursaas.com%2Fcallback&organization_id=org_12345&login_hint=user%40example.com&state=abc123 23 } ``` * Java ```diff 1 package com.scalekit; 2 3 import com.scalekit.ScalekitClient; 4 import com.scalekit.internal.http.AuthorizationUrlOptions; 5 6 public class Main { 7 public static void main(String[] args) { 8 ScalekitClient scalekitClient = new ScalekitClient( 9 "https://your-subdomain.scalekit.dev", 10 "", 11 "" 12 ); 13 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 14 // Option 1: Authorization URL with the organization ID 15 options.setOrganizationId("org_13388706786312310"); 16 // Option 2: Authorization URL with the connection ID 17 options.setConnectionId("con_13388706786312310"); 18 // Option 3: Authorization URL with login hint 19 options.setLoginHint("user@example.com"); 20 21 try { 22 +String url = scalekitClient.authentication().getAuthorizationUrl(redirectUrl, options).toString(); 23 // Example generated URL: 24 // https://your-subdomain.scalekit.dev/oauth/authorize?response_type=code&client_id=skc_1234&scope=openid%20profile&redirect_uri=https%3A%2F%2Fyoursaas.com%2Fcallback&organization_id=org_13388706786312310&connection_id=con_13388706786312310&login_hint=user%40example.com&state=abc123 25 } catch (Exception e) { 26 System.out.println(e.getMessage()); 27 } 28 } 29 } ``` ## Parameter precedence [Section titled “Parameter precedence”](#parameter-precedence) When you provide multiple connection parameters, Scalekit follows a specific precedence order to determine which identity provider to use: 1. `provider` (highest precedence): If present, Scalekit ignores all other connection parameters and directs users to the specified social login provider. For example, `provider=google` redirects users to Google’s login screen. See [Social Login](/authenticate/auth-methods/social-logins/) for more details. 2. `connection_id`: Takes highest precedence among enterprise SSO parameters. Scalekit uses this specific connection if you provide a valid connection ID. If the connection ID is invalid, the authorization request fails. 3. `organization_id`: Scalekit uses this parameter when no valid `connection_id` is provided. It selects the SSO connection configured for the specified organization. 4. `domain`: Scalekit uses this parameter when neither `connection_id` nor `organization_id` are provided. It selects the SSO connection configured for the specified domain. 5. `login_hint` (lowest precedence): Scalekit extracts the domain portion from the email address and uses the corresponding SSO connection mapped to that organization. The domain must be registered to the organization either manually from the Scalekit Dashboard or through the admin portal when [onboarding an enterprise customer](/sso/guides/onboard-enterprise-customers/). ## Common scenarios [Section titled “Common scenarios”](#common-scenarios) SSO falls back to OTP instead of redirecting to the IdP When routing via `domain` or `login_hint`, Scalekit performs an **exact match** against the domains registered to the organization. Subdomains and root domains are treated as distinct values — `wal-mart.com` and `homeoffice.wal-mart.com` are different. If your users have addresses like `user@homeoffice.wal-mart.com`, register `homeoffice.wal-mart.com` as the organization domain, not just `wal-mart.com`. A mismatch causes Scalekit to silently fall through to OTP login. Both organization\_id and login\_hint provided — which wins? `organization_id` takes precedence. When you pass both `organization_id=org_123` and `login_hint=user@company.com`, Scalekit routes to the SSO connection configured for that organization and ignores the domain extracted from the email. See [Parameter precedence](#parameter-precedence) above for the full priority order. --- # DOCUMENT BOUNDARY --- # Handle identity provider initiated SSO > Learn how to securely implement IdP-initiated Single Sign-On for your application This guide shows you how to securely implement Identity Provider (IdP)-initiated Single Sign-On for your application. When users log into your application directly from their identity provider’s portal, Scalekit converts the IdP-initiated request to a Service Provider (SP)-initiated flow for enhanced security. Modular SSO requirement With Full Stack Auth enabled, Scalekit handles all authentication flows automatically. IdP-initiated SSO needs to be handled manually when using Modular SSO. Enable/Disable Full Stack Auth in **Dashboard > Authentication > General** Review the authentication sequence The workflow converts the traditional IdP-initiated flow to a secure SP-initiated flow by: 1. The user logs into their identity provider portal and selects your application 2. The identity provider sends user details as assertions to Scalekit 3. Scalekit redirects to your initiate login endpoint with a JWT token 4. Your application validates the JWT and generates a new SP-initiated authorization URL To securely implement IdP-initiated SSO, follow these steps to convert incoming IdP-initiated requests to SP-initiated flows: 1. Set up an initiate login endpoint and register it in **Dashboard > Developers > Redirect URLs > Initiate Login URL** 2. Extract information from the JWT token containing organization, connection, and user details 3. Convert to SP-initiated flow using the extracted parameters to generate a new authorization URL 4. Handle errors with proper callback processing and error handling best practices ## Implementation examples [Section titled “Implementation examples”](#implementation-examples) Use the extracted parameters to initiate a new SSO request. This converts the IdP-initiated flow to a secure SP-initiated flow. Here are implementation examples: * Node.js Express.js ```javascript 4 collapsed lines 1 // Security: ALWAYS verify requests are from Scalekit before processing 2 // This prevents unauthorized parties from triggering your interceptor logic 3 4 // Use case: Handle IdP-initiated SSO requests from enterprise customer portals 5 // Examples: Okta dashboard, Azure AD portal, Google Workspace apps 6 7 const express = require('express'); 8 const app = express(); 9 10 app.get('/login', async (req, res) => { 11 try { 12 // Your Initiate Login Endpoint receives a JWT 13 const { error_description, idp_initiated_login } = req.query; 14 15 if (error_description) { 16 return res.redirect('/login?error=auth_failed'); 17 } 18 19 // Decode the JWT and extract claims 5 collapsed lines 20 if (idp_initiated_login) { 21 const { 22 connection_id, 23 organization_id, 24 login_hint, 25 relay_state 26 } = await scalekit.getIdpInitiatedLoginClaims(idp_initiated_login); 27 28 // Use ONE of the following properties for authorization 29 const options = {}; 30 if (connection_id) options.connectionId = connection_id; 31 if (organization_id) options.organizationId = organization_id; 32 if (login_hint) options.loginHint = login_hint; 33 if (relay_state) options.state = relay_state; 34 35 // Generate Authorization URL for SP-initiated flow 36 const url = scalekit.getAuthorizationUrl( 37 process.env.REDIRECT_URI, 38 options 39 ); 40 41 return res.redirect(url); 42 } 43 44 // Handle regular login flow here 45 res.redirect('/login'); 46 } catch (error) { 47 console.error('IdP-initiated login error:', error); 48 res.redirect('/login?error=auth_failed'); 49 } 50 }); ``` * Python Flask ```python 6 collapsed lines 1 # Security: ALWAYS verify requests are from Scalekit before processing 2 # This prevents unauthorized parties from triggering your interceptor logic 3 4 # Use case: Handle IdP-initiated SSO requests from enterprise customer portals 5 # Examples: Okta dashboard, Azure AD portal, Google Workspace apps 6 7 from flask import Flask, request, redirect, url_for 8 import os 9 10 app = Flask(__name__) 11 12 @app.route('/login') 13 def login(): 14 try: 15 # Your Initiate Login Endpoint receives a JWT 16 error_description = request.args.get('error_description') 17 idp_initiated_login = request.args.get('idp_initiated_login') 18 19 if error_description: 20 return redirect(url_for('login', error='auth_failed')) 21 22 # Decode the JWT and extract claims 23 if idp_initiated_login: 24 claims = await scalekit_client.get_idp_initiated_login_claims(idp_initiated_login) 4 collapsed lines 25 26 # Extract claims with fallbacks 27 connection_id = claims.get('connection_id') 28 organization_id = claims.get('organization_id') 29 login_hint = claims.get('login_hint') 30 relay_state = claims.get('relay_state') 31 32 # Create authorization options 33 options = AuthorizationUrlOptions() 34 if connection_id: 35 options.connection_id = connection_id 36 if organization_id: 37 options.organization_id = organization_id 38 if login_hint: 39 options.login_hint = login_hint 40 if relay_state: 41 options.state = relay_state 42 43 # Generate Authorization URL for SP-initiated flow 44 authorization_url = scalekit_client.get_authorization_url( 45 redirect_uri=os.getenv('REDIRECT_URI'), 46 options=options 47 ) 48 49 return redirect(authorization_url) 50 51 # Handle regular login flow here 52 return redirect(url_for('login')) 53 except Exception as error: 54 print(f"IdP-initiated login error: {error}") 55 return redirect(url_for('login', error='auth_failed')) ``` * Go Gin ```go 8 collapsed lines 1 // Security: ALWAYS verify requests are from Scalekit before processing 2 // This prevents unauthorized parties from triggering your interceptor logic 3 4 // Use case: Handle IdP-initiated SSO requests from enterprise customer portals 5 // Examples: Okta dashboard, Azure AD portal, Google Workspace apps 6 7 package main 8 9 import ( 10 "net/http" 11 "github.com/gin-gonic/gin" 12 ) 13 14 func (a *App) handleLogin(c *gin.Context) { 15 // Your Initiate Login Endpoint receives a JWT 16 errDescription := c.Query("error_description") 17 idpInitiatedLogin := c.Query("idp_initiated_login") 18 19 if errDescription != "" { 20 c.Redirect(http.StatusFound, "/login?error=auth_failed") 21 return 22 } 23 24 // Decode the JWT and extract claims 25 if idpInitiatedLogin != "" { 26 claims, err := scalekitClient.GetIdpInitiatedLoginClaims(c.Request.Context(), idpInitiatedLogin) 27 if err != nil { 28 http.Error(c.Writer, err.Error(), http.StatusInternalServerError) 29 return 30 } 31 32 // Create authorization options with ONE of the following properties 33 options := scalekit.AuthorizationUrlOptions{} 34 if claims.ConnectionID != "" { 4 collapsed lines 35 options.ConnectionId = claims.ConnectionID 36 } 37 if claims.OrganizationID != "" { 38 options.OrganizationId = claims.OrganizationID 39 } 40 if claims.LoginHint != "" { 41 options.LoginHint = claims.LoginHint 42 } 43 if claims.RelayState != "" { 44 options.State = claims.RelayState 45 } 46 47 // Generate Authorization URL for SP-initiated flow 48 authUrl, err := scalekitClient.GetAuthorizationUrl(redirectUrl, options) 49 if err != nil { 50 http.Error(c.Writer, err.Error(), http.StatusInternalServerError) 51 return 52 } 53 54 c.Redirect(http.StatusFound, authUrl.String()) 55 return 56 } 57 58 // Handle regular login flow here 59 c.Redirect(http.StatusFound, "/login") 60 } ``` * Java Spring Boot ```java 8 collapsed lines 1 // Security: ALWAYS verify requests are from Scalekit before processing 2 // This prevents unauthorized parties from triggering your interceptor logic 3 4 // Use case: Handle IdP-initiated SSO requests from enterprise customer portals 5 // Examples: Okta dashboard, Azure AD portal, Google Workspace apps 6 7 import org.springframework.web.bind.annotation.*; 8 import org.springframework.web.servlet.view.RedirectView; 9 import javax.servlet.http.HttpServletResponse; 10 11 @RestController 12 public class AuthController { 13 14 @GetMapping("/login") 15 public RedirectView handleLogin( 16 @RequestParam(required = false, name = "error_description") String errorDescription, 17 @RequestParam(required = false, name = "idp_initiated_login") String idpInitiatedLoginToken, 18 HttpServletResponse response) throws IOException { 19 20 if (errorDescription != null) { 21 return new RedirectView("/login?error=auth_failed"); 22 } 23 24 // Decode the JWT and extract claims 25 if (idpInitiatedLoginToken != null) { 26 IdpInitiatedLoginClaims claims = scalekitClient.authentication() 27 .getIdpInitiatedLoginClaims(idpInitiatedLoginToken); 28 29 if (claims == null) { 30 response.sendError(HttpStatus.BAD_REQUEST.value(), 31 "Invalid idp_initiated_login token"); 32 return null; 33 } 34 35 // Create authorization options with ONE of the following 36 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 37 if (claims.getConnectionID() != null) { 38 options.setConnectionId(claims.getConnectionID()); 39 } 40 if (claims.getOrganizationID() != null) { 41 options.setOrganizationId(claims.getOrganizationID()); 42 } 43 if (claims.getLoginHint() != null) { 44 options.setLoginHint(claims.getLoginHint()); 4 collapsed lines 45 } 46 if (claims.getRelayState() != null) { 47 options.setState(claims.getRelayState()); 48 } 49 50 // Generate Authorization URL for SP-initiated flow 51 String url = scalekitClient.authentication() 52 .getAuthorizationUrl(redirectUrl, options) 53 .toString(); 54 55 response.sendRedirect(url); 56 return null; 57 } 58 59 // Handle regular login flow here 60 return new RedirectView("/login"); 61 } 62 } ``` ## Implementation details [Section titled “Implementation details”](#implementation-details) ### Endpoint setup [Section titled “Endpoint setup”](#endpoint-setup) Your initiate login endpoint will receive requests with the following format: ```sh https://yourapp.com/login?idp_initiated_login= ``` ### JWT token structure [Section titled “JWT token structure”](#jwt-token-structure) The `idp_initiated_login` parameter contains a signed JWT with organization, connection, and user details. View JWT structure ```json { "organization_id": "org_225336910XXXX588", "connection_id": "conn_22533XXXXX575236", "login_hint": "name@example.com", "exp": 1723042087, "nbf": 1723041787, "iat": 1723041787, "iss": "https://b2b-app.com" } ``` ### Error callback format [Section titled “Error callback format”](#error-callback-format) If errors occur, the redirect URI will receive a callback with this format: ```sh https://{your-subdomain}.scalekit.dev/callback ?error="" &error_description="
" ``` After completing the SP-initiated flow, users are redirected back to your callback URL where you can complete the authentication process. Next, let’s look at how to test your IdP-initiated SSO implementation. ## Integrating with a downstream auth provider [Section titled “Integrating with a downstream auth provider”](#integrating-with-a-downstream-auth-provider) If your application uses a third-party service like [Firebase Authentication](/guides/integrations/auth-systems/firebase/) to manage user sessions, you must initiate its sign-in flow after completing **Step 3**. This process has two stages: first, the IdP redirects the user to your app via Scalekit, and second, your app triggers a new sign-in flow with Firebase using the Authorization URL you just generated. Review the downstream auth flow The example below shows how to pass the Authorization URL to the Firebase Web SDK. * Firebase (Web SDK) Firebase Web SDK ```javascript 1 import { getAuth, OAuthProvider, signInWithRedirect } from "firebase/auth"; 2 3 // Security: Configure OIDC provider properly to prevent token injection 4 const auth = getAuth(); 5 6 // "scalekit" is the OIDC provider you configured in Firebase 7 const scalekitProvider = new OAuthProvider("scalekit"); 8 9 // Use the authorizationUrl generated in Step 3 10 scalekitProvider.setCustomParameters({ 11 connection_id: "", // Enables Firebase to forward the connection ID to Scalekit 12 }); 13 14 // Initiate Firebase sign-in with Scalekit provider 15 signInWithRedirect(auth, scalekitProvider); ``` Provider compatibility This pattern applies to other OIDC-compatible providers like Auth0 or AWS Cognito. Simply supply the Authorization URL from **Step 3** to start the provider’s standard sign-in flow. ## Security considerations [Section titled “Security considerations”](#security-considerations) While IdP-initiated SSO offers convenience, it comes with significant security risks. Scalekit’s approach converts the flow to SP-initiated to mitigate these vulnerabilities. ### Traditional IdP-initiated SSO security risks [Section titled “Traditional IdP-initiated SSO security risks”](#traditional-idp-initiated-sso-security-risks) **Stolen SAML assertions**: Attackers can steal SAML assertions and use them to gain unauthorized access. If an attacker manages to steal these assertions, they can: * Inject them into another service provider, gaining access to that user’s account * Inject them back into your application with altered assertions, potentially elevating their privileges With a stolen SAML assertion, an attacker can gain access to your application as the compromised user, bypassing the usual authentication process. ### How attackers steal SAML assertions [Section titled “How attackers steal SAML assertions”](#how-attackers-steal-saml-assertions) Attackers can steal SAML assertions through various methods: * **Man-in-the-middle (MITM) attacks**: Intercepting and replacing the SAML response during transmission * **Open redirect attacks**: Exploiting improper endpoint validation to redirect the SAML response to a malicious server * **Leaky logs and headers**: Sensitive information, including SAML assertions, can be leaked through logs or headers * **Browser-based attacks**: Exploiting browser vulnerabilities to steal SAML assertions ### The challenge for service providers [Section titled “The challenge for service providers”](#the-challenge-for-service-providers) The chief problem with stolen assertions is that everything appears legitimate to the service provider (your application). The message and assertion are valid, issued by the expected identity provider, and signed with the expected key. However, the service provider cannot verify whether the assertions are stolen or not. Performance note The conversion from IdP-initiated to SP-initiated flow adds minimal latency (typically under 100ms) while significantly improving security. If you encounter issues implementing IdP-initiated SSO: 1. **Verify configuration**: Ensure your redirect URI is properly configured in **Dashboard > Developers > Redirect URLs** 2. **Check JWT processing**: Verify you’re correctly processing the JWT token from the `idp_initiated_login` parameter 3. **Validate error handling**: Ensure your error handling properly captures and processes any error messages 4. **Test connections**: Confirm the organization and connection IDs in the JWT are valid and active 5. **Review logs**: Check both your application logs and Scalekit dashboard logs for debugging information Common issues The most frequent issue is mismatched redirect URLs between your code and the Scalekit dashboard configuration. Ensure URLs match exactly, including protocol (http/https) and trailing slashes. --- # DOCUMENT BOUNDARY --- # Production readiness checklist > A focused checklist for launching your Scalekit SSO integration, based on the core enterprise authentication launch checks. As you prepare to launch enterprise SSO to production, you should confirm that your configuration satisfies the core enterprise checks from the authentication launch checklist. This page extracts the SSO-specific items from the main authentication [production readiness checklist](/authenticate/launch-checklist/) and organizes them for your SSO rollout. Use this checklist alongside the main launch checklist to validate that your SSO flows, admin experience, and network access are ready for enterprise customers. **Verify production environment configuration** Confirm that your environment URL (`SCALEKIT_ENVIRONMENT_URL`), client ID (`SCALEKIT_CLIENT_ID`), and client secret (`SCALEKIT_CLIENT_SECRET`) are correctly configured for your production environment and match your production Scalekit dashboard settings. **Verify SSO integrations with identity providers** Test SSO integrations with your target identity providers (for example, Okta, Azure AD, Google Workspace) using your production environment URL and credentials. **Configure SSO attribute mapping and identifiers** Configure SSO user attribute mapping (email, name, groups) and ensure you use consistent user identifiers (for example, email or `userPrincipalName`) across all SSO connections. **Verify redirect URIs and state validation** Confirm that your redirect URIs are correctly configured in both Scalekit and your identity providers, and that you validate the `state` parameter in callbacks to prevent CSRF attacks. **Test SP-initiated and IdP-initiated SSO flows** Test both SP-initiated and IdP-initiated SSO flows end-to-end in a staging environment before enabling them for production tenants. See [test SSO flows](/sso/guides/test-sso) for detailed scenarios. **Finalize admin portal setup and branding** Configure the self-service admin portal, apply your branding (logo, accent colors), and verify that enterprise admins can manage SSO connections and users as expected. **Review admin portal URL and DNS** Customize the admin portal URL to match your domain (for example, `https://sso.b2b-app.com`), update your `.env` configuration after CNAME setup, and confirm that your customers can access the portal from their networks. **Verify customer network and firewall access** Ask your enterprise customers to whitelist your Scalekit environment domain and related endpoints so SSO redirects and admin portal access work behind their VPNs and firewalls. **Harden error handling and monitoring for SSO** Test SSO error scenarios (for example, misconfigured connections, invalid assertions, and deactivated users), and set up logging and alerts so you can quickly detect and remediate SSO issues. --- # DOCUMENT BOUNDARY --- # Onboard enterprise customers > Complete workflow for enabling enterprise SSO and self-serve configuration for your customers Enterprise SSO enables users to authenticate to your application using their organization’s identity provider (IdP) such as Okta, Microsoft Entra ID, or Google Workspace. This provides enterprise customers with a secure, centralized authentication experience while reducing password management overhead. ![How Scalekit connects your application to enterprise identity providers](/.netlify/images?url=_astro%2Fhow-scalekit-connects.CrZX8E30.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) This guide walks you through the complete workflow for onboarding enterprise customers with SSO. You’ll learn how to create organizations, provide admin portal access, enable domain-based SSO, and verify the integration. Before onboarding enterprise customers, ensure you have completed the [Full Stack Auth quickstart](/authenticate/fsa/quickstart/) to set up basic authentication in your application. ## Table of contents * [Create organization](#create-organization) * [Provide admin portal access](#provide-admin-portal-access) * [Customer configures SSO](#customer-configures-sso) * [Verify domain ownership](#verify-domain-ownership) 1. ## Create organization Create an organization in Scalekit to represent your enterprise customer: * Log in to the [Scalekit dashboard](https://app.scalekit.com) * Navigate to **Dashboard > Organizations** * Click **Create Organization** * Enter the organization name and relevant details * Save the organization Each organization in Scalekit represents one of your enterprise customers and can have its own SSO configuration, directory sync settings, and domain associations. 2. ## Provide admin portal access Give your customer’s IT administrator access to the self-serve admin portal to configure their identity provider. Scalekit provides two integration methods: **Option 1: Share a no-code link** Quick setup Generate and share a link to the admin portal: * Select the organization from **Dashboard > Organizations** * Click **Generate link** in the organization overview * Share the link with your customer’s IT admin via email, Slack, or your preferred channel The link remains valid for 7 days and can be revoked anytime from the dashboard. **Link properties:** | Property | Details | | -------------- | ------------------------------------------------------------------------------- | | **Expiration** | Links expire after 7 days | | **Revocation** | Revoke links anytime from the dashboard | | **Sharing** | Share via email, Slack, or any preferred channel | | **Security** | Anyone with the link can view and update the organization’s connection settings | The generated link follows this format: Portal link example ```http https://your-app.scalekit.dev/magicLink/2cbe56de-eec4-41d2-abed-90a5b82286c4_p ``` Security consideration Treat portal links as sensitive credentials. Anyone with the link can view and modify the organization’s SSO and SCIM configuration. **Option 2: Embed the portal** Seamless experience Embed the admin portal directly in your application so customers can configure SSO without leaving your interface. The portal link must be generated programmatically on each page load for security. Each generated link is single-use and expires after 1 minute, though once loaded, the session remains active for up to 6 hours. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` ### Generate portal link Use the Scalekit SDK to generate a unique, embeddable admin portal link for an organization. Call this API endpoint each time you render the page containing the iframe: * Node.js Express.js ```javascript 6 collapsed lines 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new Scalekit( 4 process.env.SCALEKIT_ENVIRONMENT_URL, 5 process.env.SCALEKIT_CLIENT_ID, 6 process.env.SCALEKIT_CLIENT_SECRET, 7 ); 8 9 async function generatePortalLink(organizationId) { 10 const link = await scalekit.organization.generatePortalLink(organizationId); 11 return link.location; // Use as iframe src 12 } ``` * Python Flask ```python 6 collapsed lines 1 from scalekit import Scalekit 2 import os 3 4 scalekit_client = Scalekit( 5 environment_url=os.environ.get("SCALEKIT_ENVIRONMENT_URL"), 6 client_id=os.environ.get("SCALEKIT_CLIENT_ID"), 7 client_secret=os.environ.get("SCALEKIT_CLIENT_SECRET") 8 ) 9 10 def generate_portal_link(organization_id): 11 link = scalekit_client.organization.generate_portal_link(organization_id) 12 return link.location # Use as iframe src ``` * Go Gin ```go 10 collapsed lines 1 import ( 2 "context" 3 "os" 4 5 "github.com/scalekit/sdk-go" 6 ) 7 8 scalekitClient := scalekit.New( 9 os.Getenv("SCALEKIT_ENVIRONMENT_URL"), 10 os.Getenv("SCALEKIT_CLIENT_ID"), 11 os.Getenv("SCALEKIT_CLIENT_SECRET"), 12 ) 13 14 func generatePortalLink(organizationID string) (string, error) { 15 ctx := context.Background() 16 link, err := scalekitClient.Organization().GeneratePortalLink(ctx, organizationID) 17 if err != nil { 18 return "", err 19 } 20 return link.Location, nil // Use as iframe src 21 } ``` * Java Spring Boot ```java 8 collapsed lines 1 import com.scalekit.client.Scalekit; 2 import com.scalekit.client.models.Link; 3 import com.scalekit.client.models.Feature; 4 import java.util.Arrays; 5 6 Scalekit scalekitClient = new Scalekit( 7 System.getenv("SCALEKIT_ENVIRONMENT_URL"), 8 System.getenv("SCALEKIT_CLIENT_ID"), 9 System.getenv("SCALEKIT_CLIENT_SECRET") 10 ); 11 12 public String generatePortalLink(String organizationId) { 13 Link portalLink = scalekitClient.organizations() 14 .generatePortalLink(organizationId, Arrays.asList(Feature.sso, Feature.dir_sync)); 15 return portalLink.getLocation(); // Use as iframe src 16 } ``` The API returns a JSON object with the portal link. Use the `location` property as the iframe `src`: API response ```json { "id": "8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "location": "https://random-subdomain.scalekit.dev/magicLink/8930509d-68cf-4e2c-8c6d-94d2b5e2db43", "expireTime": "2024-10-03T13:35:50.563013Z" } ``` Embed portal in iframe ```html ``` Embed the portal in your application’s settings or admin section where customers manage authentication configuration. Listen for UI events from the embedded portal to respond to configuration changes, such as when SSO is enabled or the session expires. See the [Admin portal UI events reference](/reference/admin-portal/ui-events/) for details on handling these events. ### Configuration and session | Setting | Requirement | | --------------------- | ----------------------------------------------------------------------------- | | **Redirect URI** | Add your application domain at **Dashboard > Developers > API Configuration** | | **iframe attributes** | Include `allow="clipboard-write"` for copy-paste functionality | | **Dimensions** | Minimum recommended height: 600px | | **Link expiration** | Generated links expire after 1 minute if not loaded | | **Session duration** | Portal session remains active for up to 6 hours once loaded | | **Single-use** | Each generated link can only be used once to initialize a session | Generate fresh links Generate a new portal link on each page load rather than caching the URL. This ensures security and prevents expired link errors. 3. ## Customer configures SSO After receiving admin portal access, your customer’s IT administrator: * Opens the admin portal (via shared link or embedded iframe) * Selects their identity provider (Okta, Microsoft Entra ID, Google Workspace, etc.) * Follows the provider-specific setup guide * Enters the required configuration (metadata URL, certificates, etc.) * Tests the connection * Activates the SSO connection Once configured, the SSO connection appears as active in your organization’s settings: ![Active enterprise SSO connection](/.netlify/images?url=_astro%2Fenterpise-sso-1.BfV9F7Wk.png\&w=2074\&h=1116\&dpl=6a3b904fcb23b100084833a2) IdP configuration guides Share the appropriate [SSO integration guide](/guides/integrations/sso-integrations/) with your customer’s IT team to help them configure their identity provider correctly. 4. ## Verify domain ownership After SSO is configured, verify the organization’s email domains to enable automatic SSO routing. When domains are verified, users with matching email addresses are automatically redirected to their organization’s SSO login. This is also called as **Home Realm Discovery**. Home realm discovery Domain verification enables home realm discovery, where Scalekit automatically determines which identity provider to use based on the user’s email domain. ### Manual verification (no DNS required) Domains added via the Scalekit Dashboard or API are marked as **Admin-verified** — no DNS challenge is required. Use this when you have already confirmed domain ownership through another process (contract, business verification, etc.) and want to activate SSO routing immediately. **Via Scalekit Dashboard:** * Navigate to **Dashboard > Organizations** and select the organization * Go to **Overview > Organization Domains** * Click **Add domain** and enter the domain name (e.g., `megacorp.com`) ![Organization domain verification in dashboard](/.netlify/images?url=_astro%2Forg_domain.CnZ3T4x-.png\&w=2940\&h=1588\&dpl=6a3b904fcb23b100084833a2) **Via API:** * cURL ```sh curl 'https:///api/v1/organizations//domains' \ --request POST \ --header 'Authorization: Bearer ' \ --header 'Content-Type: application/json' \ --data '{ "domain": "megacorp.com", "domain_type": "ORGANIZATION_DOMAIN" }' ``` * Node.js ```ts 1 const domain = await scalekit.organization.createDomain(organizationId, { 2 domain: 'megacorp.com', 3 domainType: 'ORGANIZATION_DOMAIN', 4 }); ``` * Python ```python 1 domain = scalekit_client.organization.create_domain( 2 organization_id, 3 domain="megacorp.com", 4 domain_type="ORGANIZATION_DOMAIN", 5 ) ``` * Go ```go 1 domain, err := scalekitClient.Organization().CreateDomain( 2 ctx, 3 organizationID, 4 scalekit.CreateDomainOptions{ 5 Domain: "megacorp.com", 6 DomainType: "ORGANIZATION_DOMAIN", 7 }, 8 ) ``` * Java ```java 1 Domain domain = scalekitClient.organizations() 2 .createDomain(organizationId, new CreateDomainOptions() 3 .setDomain("megacorp.com") 4 .setDomainType("ORGANIZATION_DOMAIN")); ``` ### DNS verification (self-serve for org admins) DNS verification lets your customer’s IT admin prove domain ownership by publishing a TXT record — without involving your team. Scalekit displays the TXT record to publish, then polls DNS automatically until verified. 1. Enable the `Domain Verification` feature for the organization (Dashboard org **Overview** → toggle **Domain Verification**, or via the [API](/apis/#tag/organizations/PATCH/api/v1/organizations/%7Bid%7D/settings)). 2. Generate an Admin Portal link and share it with the org admin. 3. The admin enters the domain in the portal, copies the displayed TXT record, and adds it to their DNS provider (e.g., Cloudflare, Route 53, GoDaddy). 4. Scalekit detects the TXT record automatically and marks the domain as **Verified**. ![Domain verification via admin portal](/.netlify/images?url=_astro%2F2026-05-26-19-01-37.C8CAmZIi.png\&w=2196\&h=1596\&dpl=6a3b904fcb23b100084833a2) Once verified, users with email addresses from that domain (e.g., `user@megacorp.com`) can authenticate using their organization’s SSO. ## Customize the admin portal Match the admin portal to your brand identity. Configure branding at **Dashboard > Settings > Branding**: | Option | Description | | ---------------- | --------------------------------------------------------- | | **Logo** | Upload your company logo (displayed in the portal header) | | **Accent color** | Set the primary color to match your brand palette | | **Favicon** | Provide a custom favicon for browser tabs | Branding scope Branding changes apply globally to all portal instances (both shareable links and embedded iframes) in your environment. For additional customization options including custom domains, see the [Custom domain guide](/guides/custom-domain/). ## 5. Test the integration [Section titled “5. Test the integration”](#5-test-the-integration) Before rolling out SSO to your customers, thoroughly test the integration: * **Use the IdP Simulator** during development to test without configuring real identity providers * **Test with real providers** like Okta or Microsoft Entra ID in your staging environment * **Validate all scenarios**: SP-initiated SSO, IdP-initiated SSO, and error handling For complete testing instructions, see the [Test SSO integration guide](/sso/guides/test-sso/). --- # DOCUMENT BOUNDARY --- # Introduction to Single Sign-on > Learn to basics of Single Sign-On (SSO), including how SAML and OIDC protocols work, and how Scalekit simplifies enterprise authentication. Single Sign-On (SSO) streamlines user access by enabling a single authentication event to grant access to multiple applications with the same credentials. For example, logging into one Google service, such as Gmail, automatically authenticates you to YouTube, Google Drive, and other Google platforms. There are two key benefits to the users and organizations with a secure single sign-on implementation: 1. User can seamlessly access multiple applications using only one set of credentials. 2. User credentials are managed in a centralized identity system. This enables Admins to easily configure and manage authentication policies for all their users from the centralized identity provider. Furthermore, this integrated SSO mechanism enhances user convenience, boosts productivity, and reduces the risks associated with password fatigue and reuse. These security & administration benefits are driving factors for enterprise organizations to only procure SaaS applications that offer SSO-based authentication. ## Understand how Single Sign-On works [Section titled “Understand how Single Sign-On works”](#understand-how-single-sign-on-works) Fundamentally, Single Sign-on works by exchanging user information in a pre-determined format between two trusted parties - your application and your customer’s identity provider (aka IdP). Most of these interactions happen in the browser context as some steps need user intervention. To ensure secure exchange of user information between your application and your customer’s identity provider, most IdPs support two protocols: Secure Assertion Markup Language (SAML) or OpenID Connect (OIDC). The objective of both these protocols is same: allow secure user information exchange between the Service Provider (your application) and Identity Provider (your customer’s identity system). These protocols differ in how these systems trust each other, communicate, and exchange user information. Let’s understand these protocols at a high level. ## Understanding SAML protocol [Section titled “Understanding SAML protocol”](#understanding-saml-protocol) SAML 2.0 (Secure Assertion Markup Language) has been in use since 2005 and is also most widely implemented protocol. SAML exchanges user information using XML files via HTTPS or SOAP. But, before the user information is exchanged between the two parties, they need to establish the trust between them. Trust is established by exchanging information about each other as part of SAML configuration parameters like Assertion Consumer Service URL (ACS URL), Entity ID, X.509 Certificates, etc. After the trust has been established, subsequent user information can be exchanged in two ways - 1. Your application requesting for a user’s information - this is Service Provider initiated login flow 2. Or the identity provider directly shares user details via a pre-configured ACS URL - this is Identity Provider initiated login flow Let’s understand these two SSO flows. ### Implement Service Provider initiated flow [Section titled “Implement Service Provider initiated flow”](#implement-service-provider-initiated-flow) ![SP initiated SSO workflow](/.netlify/images?url=_astro%2F1.DdT6sA5U.png\&w=3536\&h=2644\&dpl=6a3b904fcb23b100084833a2) For service provider initiated SSO flow, 1. User tries to access your application and your app identifies that the user’s credentials need to be verified by their identity provider. 2. Your application requests the identity provider for the user’s information. 3. The identity provider authenticates the user and returns user details as “assertions” to your application. 4. You validate assertions, retrieve the user information, and if everything checks, allow the user to successfully login to your application. As you can imagine, in this workflow, the user login behaviour starts from your application and that’s why this is termed as service provider initiated SSO (aka SP-initiated SSO) ### Implement Identity Provider initiated flow [Section titled “Implement Identity Provider initiated flow”](#implement-identity-provider-initiated-flow) ![IdP initiated SSO workflow](/.netlify/images?url=_astro%2F2-idp-init-sso.CAu--K_L.png\&w=3536\&h=2168\&dpl=6a3b904fcb23b100084833a2) In case of Identity Provider initiated SSO, 1. User logs into their identity provider portal and selects your application from within the IdP portal. 2. Identity Provider sends the user details as assertions to your application. 3. You validate assertions, retrieve the user information, and if everything checks, allow the user to successfully login to your application. Since the user login workflow starts from the Identity Provider portal (and not from your application), this flow is called Identity Provider initiated SSO (aka IdP-initiated SSO). #### Mitigate security risks [Section titled “Mitigate security risks”](#mitigate-security-risks) IdP initiated SSO is susceptible to common security attacks like Man In the Middle attack, Stolen Assertion attack or Assertion Replay attack etc. Read the [IdP initiated SSO](/sso/guides/idp-init-sso) guide to understand these risks and how to mitigate them. Advanced SAML options Some organizations require **encrypted SAML assertions**, where the IdP encrypts the assertion so only the service provider can decrypt it. Others require **signed authentication requests**—the service provider signs the `AuthnRequest` sent to the IdP. Scalekit supports both on SAML connections; contact for help aligning IdP settings (e.g., Okta or Microsoft Entra ID). ## Understanding OIDC protocol [Section titled “Understanding OIDC protocol”](#understanding-oidc-protocol) OpenID Connect (OIDC) is an authentication protocol based on top of OAuth 2.0 to simplify the user information exchange process between Relying Party (your application) and the OpenID Provider (your customer’s Identity Provider). The OIDC protocol exchanges user information via signed JSON Web Tokens (JWT) over HTTPS. Because of the simplified nature of handling JWTs, it is often used in modern web applications, native desktop clients and mobile applications. With the latest extensions to the OIDC protocol like Proof Key of Code Exchange (PKCE) and Demonstrating Proof of Possession (DPoP), the overall security of user exchange information is strengthened. In its current format, OIDC only supports SP initiated Login. In this flow: 1. User tries to access your application. You identify that this user’s credentials need to be verified by their Identity Provider. 2. Your application requests the user’s Identity Provider for the user’s information via an OAuth2 request. 3. Identity Provider authenticates the user and sends the user’s details with an authorization\_code to a pre-registered redirect\_url on your server. 4. You will exchange the code for the actual user details by providing your information with the Identity provider. 5. Identity Provider will then send the user information in the form of JWTs. You retrieve the user information from those assertions and if everything is valid, you will allow the user inside your application. #### Simplify SSO with Scalekit [Section titled “Simplify SSO with Scalekit”](#simplify-sso-with-scalekit) Scalekit serves as an intermediary, abstracting the complexities involved in handling SSO with SAML and OIDC protocols. By integrating with Scalekit in just a few lines of code, your application can connect with numerous IdPs efficiently, ensuring security and compliance. --- # DOCUMENT BOUNDARY --- # Map user attributes to IdP > Learn how to add and map custom user attributes, such as an employee number, from an Identity Provider (IdP) like Okta using Scalekit. Scalekit simplifies Single Sign-On (SSO) by managing user information between Identity Providers (IdPs) and B2B applications. The IdPs provide standard user properties, such as `email` and `firstname`, to your application, thus helping recognize the user. Consider a scenario where you want to get the employee number of the user logging into the application. This guide demonstrates how to add your own custom attribute (such as `employee_number`) and map its value from the Identity Provider. Broadly, we’ll go through two steps: 1. Create a new attribute in Scalekit 2. Set up the value that the Identity Provider should relay to this attribute ## Create a new attribute [Section titled “Create a new attribute”](#create-a-new-attribute) Let’s begin by signing into the Scalekit dashboard: 1. Navigate to **Dashboard > SSO > User Attributes** 2. Click **Add Attribute** 3. Add “Employee Number” as Display name ![add attribute](/.netlify/images?url=_astro%2F1-add-attribute-scalekit.ChxO8Ovm.png\&w=1146\&h=600\&dpl=6a3b904fcb23b100084833a2) You’ll now notice “Employee Number” in the list of user attributes. Scalekit is now ready to receive this attribute from your customers’ Identity Providers (IdPs). ![see attribute](/.netlify/images?url=_astro%2F2.42Rj4Bw-.png\&w=2786\&h=1746\&dpl=6a3b904fcb23b100084833a2) ## Set up IdP attributes Okta example [Section titled “Set up IdP attributes ”](#set-up-idp-attributes-) Now, we’ll set up an Identity Provider to send these details. For the purposes of this guide, we’ll use Okta as IdP to send the `employee_number` to Scalekit. However, similar functionality can be achieved using any other IdP. Note that in this specific Okta instance, the “Employee Number” is a default attribute that hasn’t been utilized yet. Before you proceed forward, it’s important to modify the profile’s `employee_number` attribute with any desired number for this example (for example, `1729`). For a detailed guide on how to achieve this, consult [Okta’s dedicated help article on updating profile attributes](https://help.okta.com/en-us/content/topics/users-groups-profiles/usgp-edit-user-attributes.htm#:~:text=Click%20the%20Profile%20tab). Alternatively, you can [add a new custom attribute in the Okta Profile Editor](https://help.okta.com/en-us/content/topics/users-groups-profiles/usgp-add-custom-user-attributes.htm#:~:text=In%20the%20Admin%20Console%20%2C%20go%20to%20Directory%20Profile%20Editor). ![map attribute](/.netlify/images?url=_astro%2F3-map-attribute-okta.CtVAf_eI.png\&w=2764\&h=1578\&dpl=6a3b904fcb23b100084833a2) ## Test SSO for new attributes [Section titled “Test SSO for new attributes”](#test-sso-for-new-attributes) In the Scalekit dashboard, navigate to **Dashboard > Organizations**. 1. Select the organization that you’d like to add custom attribute to 2. Navigate to the SSO Connection 3. Click **Test Connection** - you’ll find this if the IdP has already been established ![map attr scalekit](/.netlify/images?url=_astro%2F4-map-attribute-scalekit.BYU0mngo.png\&w=1978\&h=1520\&dpl=6a3b904fcb23b100084833a2) Upon testing the connection, if you notice the updated user profile (`employee_number` as `1729` in this example), this signifies a successful test. Subsequently, these details will be integrated into your B2B application through Scalekit. This ensures seamless recognition and handling of customer user attributes during the SSO authentication process. ## Reserved attribute names [Section titled “Reserved attribute names”](#reserved-attribute-names) Some attribute names are **reserved by Scalekit** and must not be used for custom attributes. Using a reserved name causes silent failures — the custom attribute value is silently dropped or overwritten during SSO. | Name | Purpose | | ----------------------------------- | --------------------------------------------------------- | | `roles` | Used by Scalekit for FSA role-based access control (RBAC) | | `permissions` | Used by Scalekit for FSA permissions | | `email` | Standard claim — always populated from IdP | | `email_verified` | Standard claim | | `name`, `given_name`, `family_name` | Standard profile claims | | `sub`, `oid`, `sid` | Internal Scalekit identifiers | If your IdP sends an attribute named `roles`, it **will not** appear as a custom attribute in the JWT. Instead, rename it to something unique (e.g., `user_role` or `idp_roles`) in both Scalekit and your IdP attribute mapping. ## Access custom attributes from the ID token [Section titled “Access custom attributes from the ID token”](#access-custom-attributes-from-the-id-token) After configuring a custom attribute in Scalekit, its value appears in the ID token as a JWT claim. Use the Scalekit SDK to validate the token and read the claim: * Node.js Read custom attributes from ID token ```typescript 1 import type { IdTokenClaim } from '@scalekit-sdk/node'; 2 3 // Validate the ID token and cast to include your custom attributes 4 const claims = await scalekit.validateToken>(idToken); 5 const employeeNumber = claims['employee_number']; 6 const userRole = claims['user_role']; // use 'user_role', not 'roles' ``` * Python Read custom attributes from ID token ```python 1 # Validate the ID token — returns a dict of all claims 2 claims = scalekit_client.validate_token(id_token) 3 employee_number = claims.get('employee_number') 4 user_role = claims.get('user_role') # use 'user_role', not 'roles' ``` * Go Read custom attributes from ID token ```go 1 // Validate the ID token — returns a map of all claims 2 claims, err := scalekitClient.ValidateToken(ctx, idToken) 3 if err != nil { 4 log.Fatal(err) 5 } 6 employeeNumber := claims["employee_number"] 7 userRole := claims["user_role"] // use "user_role", not "roles" ``` * Java Read custom attributes from ID token ```java 1 import java.util.Map; 2 3 // Validate the ID token — returns a map of all claims 4 Map claims = scalekitClient.authentication().validateToken(idToken); 5 Object employeeNumber = claims.get("employee_number"); 6 Object userRole = claims.get("user_role"); // use "user_role", not "roles" ``` --- # DOCUMENT BOUNDARY --- # SSO simulator > Test Enterprise SSO based authentication using our SSO Simulator without configuring SAML or OIDC based SSO with a real IdP After implementing Single Sign-On using our [Quickstart guide](/authenticate/sso/add-modular-sso/), you need to validate your integration for all possible scenarios. This guide shows you how to test your SSO implementation using two approaches: 1. **SSO Simulator (quick testing):** Test all SSO scenarios without external services. Your development environment includes a pre-configured test organization with an SSO connection to our SSO Simulator. 2. **Real identity provider (production-ready testing):** Test with actual identity providers like Okta or Microsoft Entra ID to simulate real customer scenarios. To ensure a successful SSO implementation, test all three scenarios described in this guide before deploying to production: SP-initiated SSO, IdP-initiated SSO, and error handling. ## Testing with SSO Simulator Quick testing [Section titled “Testing with SSO Simulator ”](#testing-with-sso-simulator-) The SSO Simulator allows you to test all SSO scenarios without requiring external services. Your development environment includes a pre-configured test organization with an SSO connection to our SSO Simulator and test domains like `@example.com` or `@example.org`. To locate the test organization, navigate to **Dashboard > Organizations** and select **Test Organization**. ![Test Organization](/.netlify/images?url=_astro%2F2.CCYEcEtj.png\&w=2786\&h=1746\&dpl=6a3b904fcb23b100084833a2) ### Service provider (SP) initiated SSO Scenario 1 [Section titled “Service provider (SP) initiated SSO ”](#service-provider-sp-initiated-sso-) In this common scenario, users start the Single Sign-On process from your application’s login page. ![SP initiated SSO](/.netlify/images?url=_astro%2F1.Bn8Ae4ZM.png\&w=4936\&h=3744\&dpl=6a3b904fcb23b100084833a2) #### Generate authorization URL [Section titled “Generate authorization URL”](#generate-authorization-url) Generate an authorization URL with your test organization ID. This redirects users to Scalekit’s hosted login page, which will then redirect to the SSO Simulator. * Node.js Express.js ```javascript 1 // Use your test organization ID from the dashboard 2 const options = { 3 organizationId: 'org_32656XXXXXX0438' // Replace with your test organization ID 4 }; 5 6 // Generate Authorization URL that redirects to SSO Simulator 7 const authorizationURL = scalekit.getAuthorizationUrl(redirectUrl, options); 8 9 // Redirect user to start SSO flow 10 res.redirect(authorizationURL); ``` * Python Flask ```python 1 # Use your test organization ID from the dashboard 2 options = { 3 "organizationId": 'org_32656XXXXXX0438' # Replace with your test organization ID 4 } 5 6 # Generate Authorization URL that redirects to SSO Simulator 7 authorization_url = scalekit_client.get_authorization_url( 8 redirect_url, 9 options, 10 ) 11 12 # Redirect user to start SSO flow 13 return redirect(authorization_url) ``` * Go Gin ```go 1 // Use your test organization ID from the dashboard 2 options := scalekit.AuthorizationUrlOptions{ 3 OrganizationId: "org_32656XXXXXX0438", // Replace with your test organization ID 4 } 5 6 // Generate Authorization URL that redirects to SSO Simulator 7 authorizationURL := scalekitClient.GetAuthorizationUrl( 8 redirectUrl, 9 options, 10 ) 11 12 // Redirect user to start SSO flow 13 c.Redirect(http.StatusFound, authorizationURL) ``` * Java Spring Boot ```java 1 // Use your test organization ID from the dashboard 2 AuthorizationUrlOptions options = new AuthorizationUrlOptions(); 3 options.setOrganizationId("org_32656XXXXXX0438"); // Replace with your test organization ID 4 5 // Generate Authorization URL that redirects to SSO Simulator 6 String authorizationURL = scalekitClient 7 .authentication() 8 .getAuthorizationUrl(redirectUrl, options) 9 .toString(); 10 11 // Redirect user to start SSO flow 12 return "redirect:" + authorizationURL; ``` Find your organization ID Your test organization ID is displayed in the organization details page at **Dashboard > Organizations > Test Organization**. #### Test the SSO flow [Section titled “Test the SSO flow”](#test-the-sso-flow) After generating the authorization URL, users are redirected to the SSO Simulator: 1. Select **User login via SSO** from the dropdown menu 2. Enter test user details (email, name, etc.) to simulate authentication 3. Click **Submit** to complete the simulation ![SSO Simulator form](/.netlify/images?url=_astro%2F2.1.BEM1Vo-J.png\&w=2646\&h=1652\&dpl=6a3b904fcb23b100084833a2) After submitting the form, your application receives an `idToken` containing the user details you entered: ![ID token response](/.netlify/images?url=_astro%2F2.2.tePTMu6U.png\&w=2182\&h=1146\&dpl=6a3b904fcb23b100084833a2) Custom user attributes To test custom attributes from the SSO Simulator, first register them at **Dashboard > Development > Single Sign-On > Custom Attributes**. ### Identity provider (IdP) initiated SSO Scenario 2 [Section titled “Identity provider (IdP) initiated SSO ”](#identity-provider-idp-initiated-sso-) In this scenario, users start the sign-in process from their identity provider (typically through an applications catalog) rather than from your application’s login page. Your application must handle this flow by detecting IdP-initiated requests and converting them to SP-initiated SSO. If you haven’t implemented IdP-initiated SSO yet, follow our [IdP-initiated SSO implementation guide](/sso/guides/idp-init-sso) before testing this scenario. ![How IdP-initiated SSO works](/.netlify/images?url=_astro%2F4.DI1M7pT-.png\&w=4936\&h=4432\&dpl=6a3b904fcb23b100084833a2) #### Test IdP-initiated SSO flow [Section titled “Test IdP-initiated SSO flow”](#test-idp-initiated-sso-flow) 1. Generate the authorization URL using your test organization 2. When redirected to the SSO Simulator, select **IdP initiated SSO** from the dropdown menu 3. Enter test user details to simulate the login 4. Click **Submit** to complete the simulation ![IdP initiated SSO form](/.netlify/images?url=_astro%2F3.1.CmRUnvaS.png\&w=2530\&h=1656\&dpl=6a3b904fcb23b100084833a2) #### Verify callback handling [Section titled “Verify callback handling”](#verify-callback-handling) Your callback handler receives the IdP-initiated request and must process it correctly: ![IdP initiated callback](/.netlify/images?url=_astro%2F3.2.D4V_v_y-.png\&w=2024\&h=486\&dpl=6a3b904fcb23b100084833a2) Your application should: 1. Detect the IdP-initiated request based on the request parameters 2. Retrieve connection details (`connection_id` or `organization_id`) from Scalekit 3. Generate a new authorization URL to convert the IdP-initiated flow to SP-initiated SSO 4. Complete the authentication flow Testing notes * The SSO Simulator uses your default redirect URL as the callback URL. Ensure this is correctly configured at **Dashboard > Developers > Redirect URLs**. * In production, users would select your application from their identity provider’s app catalog to initiate this flow. ### Error handling Scenario 3 [Section titled “Error handling ”](#error-handling-) Your application should gracefully handle error scenarios to provide a good user experience. SSO failures can occur due to misconfiguration, incomplete user profiles, or integration issues. #### Test error scenarios [Section titled “Test error scenarios”](#test-error-scenarios) 1. Generate and redirect to the authorization URL 2. In the SSO Simulator, select **Error** from the dropdown menu 3. Verify your callback handler processes the error correctly 4. Ensure users see an appropriate error message ![Error scenario in SSO Simulator](/.netlify/images?url=_astro%2F5.DIgPtBxP.png\&w=2364\&h=1216\&dpl=6a3b904fcb23b100084833a2) Error handling best practices Review the complete list of [SSO integration error codes](/sso/reference/sso-integration-errors/) to implement comprehensive error handling in your application. ## Testing with real identity providers Production-ready [Section titled “Testing with real identity providers ”](#testing-with-real-identity-providers-) After validating your SSO implementation with the SSO Simulator, test with real identity providers like Okta or Microsoft Entra ID to simulate actual customer scenarios. This ensures your integration works correctly with production identity systems. ### Setup your test environment [Section titled “Setup your test environment”](#setup-your-test-environment) To simulate a real customer onboarding scenario, create a new organization with a real SSO connection: 1. Create an organization at **Dashboard > Organizations** with a name that reflects a test customer 2. Generate an **Admin Portal link** from the organization’s overview page 3. Open the Admin Portal link and follow the integration guide to set up an SSO connection: * [Okta SAML integration guide](/guides/integrations/sso-integrations/okta-saml/) * [Microsoft Entra ID integration guide](/guides/integrations/sso-integrations/azure-ad-saml/) * [Other SSO integrations](/guides/integrations/) Customize the admin portal You can [customize the Admin Portal](/guides/admin-portal/#customize-the-admin-portal) with your application’s branding to provide a polished experience for your customers. Free Okta developer account If you don’t have access to an identity provider, sign up for a free [Okta developer account](https://developer.okta.com/signup/) to test SSO integration. ### Service provider (SP) initiated SSO Scenario 1 [Section titled “Service provider (SP) initiated SSO ”](#service-provider-sp-initiated-sso--1) Test the most common SSO scenario where users start the authentication flow from your application’s login page. ![SP initiated SSO workflow](/.netlify/images?url=_astro%2F1.Bn8Ae4ZM.png\&w=4936\&h=3744\&dpl=6a3b904fcb23b100084833a2) #### Validate the flow [Section titled “Validate the flow”](#validate-the-flow) 1. **Generate authorization URL**: Create an authorization URL with your test organization’s ID (see [Authorization URL documentation](/sso/guides/authorization-url/)) 2. **User authentication**: Verify that Scalekit redirects users to the correct identity provider 3. **Callback handling**: Confirm your application receives the authorization code at your redirect URI 4. **Token exchange**: Verify you can exchange the authorization code for user details and tokens 5. **Session creation**: Ensure your application creates a session and logs the user in successfully Your application should successfully retrieve user details including email, name, and any custom attributes configured in the SSO connection. ### Identity provider (IdP) initiated SSO Scenario 2 [Section titled “Identity provider (IdP) initiated SSO ”](#identity-provider-idp-initiated-sso--1) Test the scenario where users start authentication from their identity provider’s application catalog. ![IdP-initiated SSO workflow](/.netlify/images?url=_astro%2Fidp-initiated-sso.v3FnpBpw.png\&w=3536\&h=2168\&dpl=6a3b904fcb23b100084833a2) #### Validate the flow [Section titled “Validate the flow”](#validate-the-flow-1) 1. **Initial callback**: User is redirected to your default redirect URI with IdP-initiated request parameters 2. **Detection logic**: Your application detects this as an IdP-initiated request (based on the request parameters) 3. **SP-initiated conversion**: Your application initiates SP-initiated SSO by generating an authorization URL 4. **IdP redirect**: User is redirected to the identity provider based on the authorization URL 5. **Final callback**: After authentication, user is redirected back with an authorization code and state parameter 6. **Token exchange**: Exchange the code for user details and complete the login For implementation details, see our [IdP-initiated SSO implementation guide](/sso/guides/idp-init-sso/). Default redirect URL configuration Ensure your default redirect URL is correctly configured at **Dashboard > Developers > Redirect URLs**. This URL receives IdP-initiated requests. ### Error handling Scenario 3 [Section titled “Error handling ”](#error-handling--1) Test how your application handles SSO failures. Common error scenarios include: * Misconfigured SSO connections (wrong certificates, invalid metadata) * Incomplete user profiles (missing required attributes) * Expired or revoked SSO connections * Network or integration issues with the identity provider #### Validate error handling [Section titled “Validate error handling”](#validate-error-handling) 1. Review the [SSO integration error codes](/sso/reference/sso-integration-errors/) documentation 2. Test each applicable error scenario by intentionally misconfiguring your SSO connection 3. Verify your application displays appropriate, user-friendly error messages 4. Ensure errors are logged for debugging purposes 5. Confirm users can retry authentication or contact support Error logging Implement comprehensive error logging to help diagnose SSO issues quickly. Include the error code, timestamp, organization ID, and connection ID in your logs. ## Next steps [Section titled “Next steps”](#next-steps) After thoroughly testing your SSO implementation: 1. Review the [SSO launch checklist](/sso/guides/launch-checklist/) to ensure production readiness 2. Configure the [Admin Portal](/guides/admin-portal/) for your customers to self-serve SSO setup 3. Implement [custom domain](/guides/custom-domain/) for a seamless branded experience 4. Set up [webhooks](/authenticate/implement-workflows/implement-webhooks/) to receive real-time authentication events --- # DOCUMENT BOUNDARY --- # Normalized user profile > Learn how Scalekit's normalized user profiles standardize identity data across providers, streamlining single sign-on (SSO) integration and user management. When a user logs in with SSO, each identity provider shares the user profile information in their own format. This adds complexity for the application developers to parse the user profile info and code related identity workflows. To make this seamless for developers, Scalekit normalizes the user profile info into a standard set of fields across all identity providers. This means that you’d always receive the user profile payload in a fixed set of fields, irrespective of the identity provider and protocol you interact with. This is one of our foundational aspects of the unified SSO solution. Sample normalized user profile ```json 1 { 2 "email": "john.doe@acmecorp.com", 3 "email_verified": true, 4 "family_name": "Doe", 5 "given_name": "John", 6 "locale": "en", 7 "name": "John Doe", 8 "picture": "https://lh3.googleusercontent.com/a/ACg8ocKNE4TZ...iEma17URCEf=s96-c", 9 "sub": "conn_17576372041941092;google-oauth2|104630259163176101050", 10 "identities": [ 11 { 12 "connection_id": "conn_17576372041941092", 13 "organization_id": "org_17002852291444836", 14 "connection_type": "OIDC", 15 "provider_name": "AUTH0", 16 "social": false, 17 "provider_raw_attributes": { 18 "aud": "ztTgHijLLguDXJQab0oiPyIcDLXXrJX6", 19 "email": "john.doe@acmecorp.com", 20 "email_verified": true, 21 "exp": 1714580633, 22 "family_name": "Doe", 23 "given_name": "John", 24 "iat": 1714544633, 25 "iss": "https://dev-rmmfmus2g7vverbf.us.auth0.com/", 26 "locale": "en", 27 "name": "John Doe", 28 "nickname": "john.doe", 29 "nonce": "Lof9SpxEzs9dhUlJzgrrbQ==", 30 "picture": "https://lh3.googleusercontent.com/a/ACg8ocKNE4T...17URCEf=s96-c", 31 "sid": "5yqRJIfjPh8c7lr1s2N-IbY6WR8VyaIZ", 32 "sub": "google-oauth2|104630259163176101050", 33 "updated_at": "2024-04-30T10:02:30.988Z" 34 } 35 } 36 ] 37 } ``` ## Full list of user profile attributes [Section titled “Full list of user profile attributes”](#full-list-of-user-profile-attributes) | Profile attribute | Data type | Description | | ----------------- | ----------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------- | | `sub` | string | An identifier for the user, as submitted by the identity provider that completed the single sign-on. | | `email` | string | The user’s email address. | | `email_verified` | boolean | True if the user’s e-mail address has been verified as claimed by the identity provider; otherwise false. | | `name` | string | Fully formatted user’s name | | `family_name` | string | The user’s surname or last name. | | `given_name` | string | The user’s given name or first name. | | `locale` | string | The user’s locale, represented by a BCP 47 language tag. Example: ‘en’ | | `picture` | string | The user’s profile picture in URL format | | `identities` | Array of [Identity objects](/sso/guides/user-profile-details/#identity-object-attributes) | Array of all identity information received from the identity providers in the raw format | ### Identity object attributes [Section titled “Identity object attributes”](#identity-object-attributes) | Identity attribute | Data type | Description | | ------------------------- | --------- | ----------------------------------------------------------------------------------------------------- | | `organization_id` | string | Unique ID of the organization to which this user belongs to | | `connection_id` | string | Unique ID of the connection for which this identity data is fetched from | | `connection_type` | string | type of the connection: SAML or OIDC | | `provider_name` | string | name of the connection provider. Example: Okta, Google, Auth0 | | `social` | boolean | Is the connection a social provider (like Google, Microsoft, GitHub etc) or an enterprise connection. | | `provider_raw_attributes` | object | key-value map of all the raw attributes received from the connection provider as-is | Note * The `sub` field is a concatenation of the `connection_id` and a unique identifier assigned to the user by the identity provider. * The identities array may contain multiple objects if the user has authenticated through different methods. * The `provider_raw_attributes` object contains all original data from the identity provider, which may vary based on the provider and connection type. --- # DOCUMENT BOUNDARY --- # Error handling during single sign-on > Learn how to identify and resolve common single sign-on errors in Scalekit, ensuring a seamless authentication experience for your users Reference of error codes and how to handle them When users attempt to log in via single sign-on (SSO) using Scalekit, any issues encountered will result in error details being sent to your application’s redirect URI via the `error` and `error_description` query parameters. Proper error handling ensures a better user experience. ## Integration related errors [Section titled “Integration related errors”](#integration-related-errors) If there is any issue between Scalekit and your application, the following errors may occur: Tip Ideally, you would want to catch these errors in the development environments. These errors are not meant to be exposed to your customers in the production environments. | Error | Error description | Possible resolution strategy | | ----------------------------------- | ----------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | | ``` invalid_redirect_uri ``` | Redirect URI is not part of the pre-approved list of redirect URIs | Add the valid URL in the Scalekit dashboard before using it | | ``` invalid_connection_selector ``` | Missing `organization_id` (or) `connection_id` (or) `domain` (or) `provider` in the authorization URL | Include at least one of these parameters in the request | | ``` no_active_connections ``` | There are no active SSO connections configured to process the single sign-on request | Ensure active SSO connections are set up | | ``` connection_not_active ``` | The configured connection is not active | Enable the SSO connection in the Scalekit dashboard | | ``` no_configured_connections ``` | No active SSO connections configured | Ensure active SSO connections are set up | | ``` invalid_organization_id ``` | Invalid organization ID | Verify and use a valid organization ID | | ``` invalid_connection_id ``` | Invalid connection ID | Verify and use a valid connection ID | | ``` domain_not_found ``` | No domain specified for the SSO connection(s) | Check domain configuration in Scalekit dashboard | | ``` invalid_user_domain ``` | User’s domain not allowed for this SSO connection | Ensure user domain is part of the allowed domains list | | ``` invalid_client ``` | The client application is not recognized or not configured correctly | Verify the `client_id` value in your authorization URL | | ``` application_not_active ``` | The application is inactive | Enable the application in the Scalekit dashboard | | ``` invalid_request ``` | The authorization request contains invalid or missing parameters | Review the authorization URL parameters | | ``` unauthorized ``` | The request is unauthorized | Verify that valid credentials are being used | | ``` user_not_active ``` | The user account is inactive | Activate the user account or contact the IT admin | | ``` server_error ``` | *actual error description from the server* | This must be a rare occurrence. Please reach out to us via your private slack channel or [via email](mailto:support@scalekit.com) | ## SSO configuration related errors [Section titled “SSO configuration related errors”](#sso-configuration-related-errors) If SSO configuration issues arise, you will encounter the following errors: Tip Ideally, these errors should have been caught and handled by your customer’s IT admin at the time of SSO configuration. If your customers encounter problems with the single sign-on (SSO) setup, they will have the opportunity to review and correct the configuration during the “Test connection” step. Once your customer configures the SSO settings properly, tests the configuration and enables it - you shouldn’t receive these errors unless something has been modified, tampered or changed with identity provider. | Error code | Error description | Possible resolution strategy | | ------------------------------------ | ---------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | ``` mandatory_attribute_missing ``` | Missing mandatory user attributes | Ensure all the mandatory user attributes are configured properly | | ``` invalid_id_token ``` | Invalid ID token | Check the identity provider’s functioning | | ``` failed_to_exchange_token ``` | Token exchange failure due to incorrect `client_secret` | Update the `client_secret` with the correct value | | ``` user_info_retrieve_failed ``` | User info retrieval failed, possibly due to an incorrect `client_secret` or other issues | Update the `client_secret` with the correct value. If unsuccessful, investigate further. Please reach out to us via your private slack channel or [via email](mailto:support@scalekit.com) | | ``` invalid_saml_metadata ``` | Incorrect SAML metadata configuration | Update SAML metadata URL with the correct value | | ``` invalid_saml_response ``` | Invalid SAML response | Review and fix SAML configuration settings | | ``` invalid_saml_request ``` | The SAML request is invalid | Check the SAML configuration in both Scalekit and the identity provider | | ``` invalid_saml_form_params ``` | The SAML form parameters are invalid or malformed | Review the SAML response format from the identity provider | | ``` signature_validation_failed ``` | Failed signature validation | Review and update the ACS URL in the identity provider’s settings | | ``` invalid_acs_url ``` | Invalid ACS URL | Review and update the ACS URL in the identity provider’s settings | | ``` invalid_assertion_url ``` | The assertion URL in the SAML request is invalid | Verify and update the ACS URL in the identity provider’s settings | | ``` invalid_status ``` | Invalid status | Review and update the SAML configuration settings in the identity provider | | ``` malformed_saml_response ``` | Marshalling error | Ensure SAML response is properly formatted | | ``` assertion_expired ``` | Expired SAML assertion | We received an expired SAML assertion. This could be because of clock skew between the identity provider’s server and our servers. Please reach out to us via your private slack channel or [via email](mailto:support@scalekit.com) | | ``` response_expired ``` | Expired SAML response | We received an expired SAML response. This could be because of clock skew between the identity provider’s server and our servers. Please reach out to us via your private slack channel or [via email](mailto:support@scalekit.com) | | ``` authentication_not_completed ``` | The authentication flow was not completed | Ensure the user completes the login process in the identity provider | | ``` user_login_required ``` | User login is required to continue | Redirect the user to the login page to complete authentication | --- # DOCUMENT BOUNDARY --- # Contact Us > Get in touch with the Scalekit team for support, schedule a call, or find answers to frequently asked questions about our services. If you encounter issues that remain unresolved despite your best troubleshooting efforts and our rigorous testing, please reach out to the Scalekit team using the contact information provided below. We will respond as quickly as possible. ### Talk to a dev [Write to us](mailto:support@scalekit.com) | [Schedule a call](https://schedule.scalekit.com/meet/ravi-madabhushi/demo-8b100203) ### Slack Community [Join our Slack community](https://join.slack.com/t/scalekit-community/shared_invite/zt-3gsxwr4hc-0tvhwT2b_qgVSIZQBQCWRw) to reach out for support and ask questions. --- # DOCUMENT BOUNDARY --- # SSO Integrations > Learn how to integrate with Scalekit's SSO feature. Scalekit provides seamless integration with all major identity providers (IdPs) to enable Single Sign-On for your application. Below you’ll find detailed guides for setting up SSO with popular providers like Okta, Microsoft Entra ID (formerly Azure AD), Google Workspace, JumpCloud, and more. Each guide walks you through the step-by-step process of configuring your IdP and connecting it to Scalekit, allowing you to quickly implement enterprise-grade authentication for your users. ### Okta - SAML Configure SSO with Okta using SAML protocol [Know more →](/guides/integrations/sso-integrations/okta-saml) ### Microsoft Entra ID - SAML Set up SSO with Microsoft Entra ID (Azure AD) using SAML [Know more →](/guides/integrations/sso-integrations/azure-ad-saml) ![JumpCloud - SAML logo](/assets/logos/jumpcloud.png) ### JumpCloud - SAML Implement SSO with JumpCloud using SAML [Know more →](/guides/integrations/sso-integrations/jumpcloud-saml) ![OneLogin - SAML logo](/assets/logos/onelogin.svg) ### OneLogin - SAML Configure SSO with OneLogin using SAML [Know more →](/guides/integrations/sso-integrations/onelogin-saml) ### Google Workspace - SAML Set up SSO with Google Workspace using SAML [Know more →](/guides/integrations/sso-integrations/google-saml) ![Ping Identity - SAML logo](/assets/logos/pingidentity.png) ### Ping Identity - SAML Configure SSO with Ping Identity using SAML [Know more →](/guides/integrations/sso-integrations/pingidentity-saml) ### Microsoft AD FS - SAML Set up SSO with Microsoft Active Directory Federation Services using SAML [Know more →](/guides/integrations/sso-integrations/microsoft-ad-fs) ![Shibboleth - SAML logo](/assets/logos/shibboleth.png) ### Shibboleth - SAML Set up SSO with Shibboleth using SAML [Know more →](/guides/integrations/sso-integrations/shibboleth-saml) ### Generic SAML Configure SSO with any SAML-compliant identity provider [Know more →](/guides/integrations/sso-integrations/generic-saml) ### Okta - OIDC Configure SSO with Okta using OpenID Connect [Know more →](/guides/integrations/sso-integrations/okta-oidc) ### Microsoft Entra ID - OIDC Set up SSO with Microsoft Entra ID using OpenID Connect [Know more →](/guides/integrations/sso-integrations/microsoft-entraid-oidc) ### Google Workspace - OIDC Set up SSO with Google Workspace using OpenID Connect [Know more →](/guides/integrations/sso-integrations/google-oidc) ![JumpCloud - OIDC logo](/assets/logos/jumpcloud.png) ### JumpCloud - OIDC Set up SSO with JumpCloud using OpenID Connect [Know more →](/guides/integrations/sso-integrations/jumpcloud-oidc) ![OneLogin - OIDC logo](/assets/logos/onelogin.svg) ### OneLogin - OIDC Set up SSO with OneLogin using OpenID Connect [Know more →](/guides/integrations/sso-integrations/onelogin-oidc) ![Ping Identity - OIDC logo](/assets/logos/pingidentity.png) ### Ping Identity - OIDC Set up SSO with Ping Identity using OpenID Connect [Know more →](/guides/integrations/sso-integrations/pingidentity-oidc) ### Generic OIDC Configure SSO with any OpenID Connect provider [Know more →](/guides/integrations/sso-integrations/generic-oidc) --- # DOCUMENT BOUNDARY --- # Microsoft Entra ID - SAML > Learn how to set up SAML-based Single Sign-On (SSO) using Microsoft Entra ID (Azure AD), with step-by-step instructions for enterprise application configuration. > Step-by-step guide to configure Single Sign-On with Microsoft Entra ID as the identity provider This guide walks you through configuring Microsoft Entra ID as your SAML identity provider for the application you are onboarding, enabling secure Single Sign-On for your users. You’ll learn how to set up an enterprise application, configure SAML settings, map user attributes, and assign users to the application. By following these steps, your users will be able to seamlessly authenticate using their Microsoft Entra ID credentials. ## Download metadata XML [Section titled “Download metadata XML”](#download-metadata-xml) 1. Sign into the SSO Configuration Portal, select **Microsoft Entra ID**, then **SAML**, and click on **Configure** Under **Service Provider Details**, click on **Download Metadata XML** ![Download Metadata XML](/.netlify/images?url=_astro%2F0.B2-Hlr-9.png\&w=2252\&h=1064\&dpl=6a3b904fcb23b100084833a2) ## Create enterprise application [Section titled “Create enterprise application”](#create-enterprise-application) 1. Login to **Microsoft Entra ID** in the [Microsoft Azure Portal](https://portal.azure.com/). Select the option for **Entra ID application** and locate the **Enterprise Applications** tab ![Locate Enterprise applications](/.netlify/images?url=_astro%2F1.BBTQIrRi.png\&w=1609\&h=1028\&dpl=6a3b904fcb23b100084833a2) 2. In the **Enterprise Applications** tab **New Application** in the top navigation bar ![Click on New application](/.netlify/images?url=_astro%2F2.CBVd35G6.png\&w=1582\&h=722\&dpl=6a3b904fcb23b100084833a2) 3. Click on **Create your own Application** and give your application a name Select the ***Integrate any other application you don’t find in the gallery (Non-gallery)*** option. Click on **Create** ![Create a new application on Entra ID](/.netlify/images?url=_astro%2F3.BElztJcS.gif\&w=1044\&h=582\&dpl=6a3b904fcb23b100084833a2) ## Configure SAML settings [Section titled “Configure SAML settings”](#configure-saml-settings) 1. Locate the **Single Sign-On** option under **Manage**, and choose **SAML** ![Locate SAML under Single sign-on](/.netlify/images?url=_astro%2F4.CpbXqvtA.png\&w=2058\&h=1302\&dpl=6a3b904fcb23b100084833a2) 2. Click on **Upload metadata file**. Upload the **Metadata XML file** downloaded in step 1 ![Click on Upload metadata file](/.netlify/images?url=_astro%2F4-5.BE2CjXIl.png\&w=1634\&h=904\&dpl=6a3b904fcb23b100084833a2) 3. Click on **Save** ![Save button](/.netlify/images?url=_astro%2F5.Omck9gZS.png\&w=1912\&h=1342\&dpl=6a3b904fcb23b100084833a2) ## Map user attributes [Section titled “Map user attributes”](#map-user-attributes) 1. Under **Attributes & Claims**, click on **Edit** ![Click on Edit](/.netlify/images?url=_astro%2F6.4JGavlLm.png\&w=2082\&h=1004\&dpl=6a3b904fcb23b100084833a2) 2. Check the **Attribute Mapping** section in the **SSO Configuration Portal**, and carefully map the same attributes on your **Entra ID** app ![SSO Configuration Portal](/.netlify/images?url=_astro%2F7.CYp7CRMD.png\&w=1840\&h=670\&dpl=6a3b904fcb23b100084833a2) ![Microsoft Entra ID](/.netlify/images?url=_astro%2F8.Cc6-NQ99.png\&w=1612\&h=932\&dpl=6a3b904fcb23b100084833a2) 3. To map new claims, click **Add a new claim** and select the claim to map. If you created a user attribute in the Admin dashboard (for example, `department`), enter that attribute name in the **Name** field. optional ![Add claims](/.netlify/images?url=_astro%2Fadd-claims.Dn14kmnJ.png\&w=2048\&h=591\&dpl=6a3b904fcb23b100084833a2) ## Assign users and groups [Section titled “Assign users and groups”](#assign-users-and-groups) 1. Go to the **Users and groups** tab, and click on **Add user/group** Here, please select all the required users or user groups that need login access to this application via Single Sign-On ![Assigning users and groups to your application](/.netlify/images?url=_astro%2F9.C4V0F3Py.gif\&w=1044\&h=582\&dpl=6a3b904fcb23b100084833a2) ## Configure metadata URL [Section titled “Configure metadata URL”](#configure-metadata-url) 1. Under **SAML Certification**, copy the link under **App Federation Metadata URL on Entra ID** ![Copy App Federation Metadata URL](/.netlify/images?url=_astro%2F10.DgcNRUHb.png\&w=2080\&h=964\&dpl=6a3b904fcb23b100084833a2) 2. Under **Identify Provider Configuration**, select **Configure using Metadata URL**, and paste it under **App Federation Metadata URL** on the **SSO Configuration Portal** ![Paste App Federation Metadata URL](/.netlify/images?url=_astro%2F11.UrmOdUzM.png\&w=2208\&h=710\&dpl=6a3b904fcb23b100084833a2) ## Test the connection [Section titled “Test the connection”](#test-the-connection) Click on **Test Connection**. If everything is done correctly, you will see a **Success** response as shown below. ![Test your SAML application for SSO](/.netlify/images?url=_astro%2F3.7zjJqSeQ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. ## Enable the connection [Section titled “Enable the connection”](#enable-the-connection) Click on **Enable Connection**. This will let all your selected users login to the new application via your Microsoft Entra ID SSO. ![Enable SSO on Entra ID](/.netlify/images?url=_astro%2F4.CY6-zQP7.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) With this, we are done configuring your Microsoft Entra ID application for an SSO login setup. --- # DOCUMENT BOUNDARY --- # Generic OIDC > Learn how to configure a generic OIDC identity provider for secure single sign-on (SSO) with your application. This guide walks you through configuring a generic OIDC identity provider for your application, enabling secure single sign-on for your users. You’ll learn how to set up OIDC integration, configure client credentials, and test the connection. 1. ### Configure OIDC [Section titled “Configure OIDC”](#configure-oidc) Sign into the SSO Configuration Portal, select **Custom Provider**, then **OIDC,** and click on **Configure.** ![Select Custom Provider→OIDC and then Configure](/.netlify/images?url=_astro%2F0.mFP5EFKM.png\&w=2194\&h=1238\&dpl=6a3b904fcb23b100084833a2) Copy the **Redirect URl** from the **SSO Configuration Portal**. ![Copy Redirect URI](/.netlify/images?url=_astro%2F1.BcqKGAyd.png\&w=2206\&h=460\&dpl=6a3b904fcb23b100084833a2) On your Identity Provider portal, select OIDC as the integration method, and Web Applications as application type. Paste this Redirect URI in the sign in redirect URI space on your identity provider portal. 2. ### Configure Attribute mapping [Section titled “Configure Attribute mapping”](#configure-attribute-mapping) On your identity provider portal, if attribute mapping is required, map the given attributes exactly as shown below. Tip Usually, you don’t have to configure any attributes and by default - most identity providers support standard OIDC claims to send user information as part of ID Token or User Info endpoint. ![Map exact attributes shown](/.netlify/images?url=_astro%2F2.D5WZUDQX.png\&w=2182\&h=724\&dpl=6a3b904fcb23b100084833a2) 3. ### Assign users/groups [Section titled “Assign users/groups”](#assign-usersgroups) Choose who can access the app by assigning users to your app on your identity provider portal. 4. ### Configure Identity Provider [Section titled “Configure Identity Provider”](#configure-identity-provider) Find the client ID from your identity provider portal. Paste this in the space for Client ID on your SSO Configuration Portal. ![Enter copied Client ID in the SSO Configuration Portal](/.netlify/images?url=_astro%2F3.C8fpzXVF.png\&w=2162\&h=832\&dpl=6a3b904fcb23b100084833a2) Similarly, generate and copy the Client Secret from your SSO Configuration Portal and paste it under Client Secret under IdP Configuration. ![Enter copied Client Secret in the SSO Configuration Portal](/.netlify/images?url=_astro%2F4.B1ARa6op.png\&w=2168\&h=826\&dpl=6a3b904fcb23b100084833a2) Find and copy the Issuer URL from your custom provider’s portal. Paste the above URL in the **SSO configuration Portal** under **Issuer URL**. Click on Update. ![Enter copied Issuer URL, and click Update](/.netlify/images?url=_astro%2F5.Bcd5nX-j.png\&w=2176\&h=826\&dpl=6a3b904fcb23b100084833a2) We support configuring Issuer URL field with Discovery Endpoint also. Discovery Endpoints usually end with ./well-known/openid-configuration 5. ### Finalize application [Section titled “Finalize application”](#finalize-application) Your IdP configuration section on the SSO Configuration Portal should look something like this once you’re done configuring it. ![Completed view of IdP configuration on the SSO Configuration Portal](/.netlify/images?url=_astro%2F6.qXp4akn6.png\&w=2226\&h=1170\&dpl=6a3b904fcb23b100084833a2) 6. ### Test connection [Section titled “Test connection”](#test-connection) Click on **Test Connection.** If everything is done correctly, you will see a **Success** response as shown below. If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. ![Test SSO Configuration](/.netlify/images?url=_astro%2F7.CCbftkf-.png\&w=2190\&h=982\&dpl=6a3b904fcb23b100084833a2) 7. ### Enable connection [Section titled “Enable connection”](#enable-connection) Click on **Enable Connection.** This will let all your selected users login to the new application via OIDC. ![Enable OIDC Connection](/.netlify/images?url=_astro%2F4.CY6-zQP7.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) With this, we are done configuring your application for an OIDC login setup. --- # DOCUMENT BOUNDARY --- # Generic SAML > Learn how to configure a generic SAML identity provider for secure single sign-on (SSO) with your application. This guide walks you through configuring a generic SAML identity provider for your application, enabling secure single sign-on for your users. You’ll learn how to set up a SAML application, configure service provider and identity provider settings, and test the connection. 1. ### Create a SAML application [Section titled “Create a SAML application”](#create-a-saml-application) Login to your Identity Provider portal as an admin and create a new Application with SAML as the single sign-on method. 2. ### Configure the Service Provider [Section titled “Configure the Service Provider”](#configure-the-service-provider) Depending on your Identity Provider, they may allow you to configure **Service Provider section** in your SAML application via either of the three following methods: * via SAML Metadata URL * via SAML Metadata file * via copying ACS URL and Entity ID manually #### via SAML Metadata URL [Section titled “via SAML Metadata URL”](#via-saml-metadata-url) Copy the **Metadata URL** content in your Identity Provider portal #### via SAML Metadata File [Section titled “via SAML Metadata File”](#via-saml-metadata-file) Under **Service Provider Details,** click on **Download Metadata XML** and upload in your Identity Portal ![Download Metadata XML](/.netlify/images?url=_astro%2F0.BfUk9wMU.png\&w=1350\&h=512\&dpl=6a3b904fcb23b100084833a2) #### via Manual Configuration [Section titled “via Manual Configuration”](#via-manual-configuration) Copy the **ACS URL (Assertion Consumer Service)** and **Service Provider Entity ID** from the Service Provider Details section and paste them in the appropriate sections in your Identity Provider Portal. 3. ### Configure Attribute mapping & assign users/groups [Section titled “Configure Attribute mapping & assign users/groups”](#configure-attribute-mapping--assign-usersgroups) #### Attribute mapping [Section titled “Attribute mapping”](#attribute-mapping) SAML Attributes need to be configured in your Identity Provider portal so that the user profile details are shared with us at the time of user login as part of SAML Response payload. User profile details that are needed for seamless user login are: * Email Address of the user * First Name of the user * Last Name of the user To configure these attributes, locate **Attribute Settings** section in the SAML Configuration page in your Identity Provider’s application, and carefully map the attributes with the Attribute names exactly as shown in the below image. ![Attribute Mapping section in SSO Configuration Portal](/.netlify/images?url=_astro%2F1.Dsi9Olvk.png\&w=2208\&h=742\&dpl=6a3b904fcb23b100084833a2) #### Assign user/group [Section titled “Assign user/group”](#assign-usergroup) To finish the Service Provider section of the SAML configuration, you need to “Assign” the users who need to access to this application. Find the User/Group assignment section in your Identity Provider application and select and assign all the required users or user groups that need access to this application via Single Sign-on. 4. ### Configure Identity Provider [Section titled “Configure Identity Provider”](#configure-identity-provider) After you have completed the Service Provider configuration, you now need to configure the Identity Provider details in our SSO Configuration page. Depending on your Identity Provider, you can choose either of the below methods: * Automated Configuration (configuration via Metadata URL) * Manual Configuration (configuration via individual fields) #### Automated Configuration (recommended) [Section titled “Automated Configuration (recommended)”](#automated-configuration-recommended) If you supply the Identity Provider Metadata URL, our system will automatically fetch the necessary configuration details required like Login URL, Identity Provider Entity ID, X.509 Certificate to complete the SAML SSO configuration. Also, we will periodically scan this url to keep the configuration up-to-date incase any of this information changes in your Identity Provider reducing the manual effort needed from your side. Locate and copy the Identity Provider Metadata URL from your Identity Provider’s application. Under **Identify Provider Configuration,** select **Configure using Metadata URL,** and paste it under **Metadata URL** on the **SSO Configuration Portal.** ![Paste Issuer URL on SSO Configuration Portal](/.netlify/images?url=_astro%2F2.BUU5fgqD.png\&w=2182\&h=704\&dpl=6a3b904fcb23b100084833a2) #### Manual Configuration [Section titled “Manual Configuration”](#manual-configuration) 1. Choose “Configure Manually” option in the “Identity Provider Configuration” section 2. Carefully copy the below configuration details from your Identity Provider section and paste them in the appropriate fields: * Issuer (also referred to as Identity Provider Entity ID) * Sign-on URL (also referred to as SSO URL or Single Sign-on URL) * Signing Certificate (also referred to as X.509 certificate) * You can also upload the certificate file instead of copying the contents manually. 5. ### Test Single Sign-on [Section titled “Test Single Sign-on”](#test-single-sign-on) To verify whether the SAML SSO configuration is completed correctly, click on **Test Connection** on the SSO Configuration Portal. If everything is done correctly, you will see a **Success** response as shown below. ![Test your SAML application for SSO configuration](/.netlify/images?url=_astro%2F3.7zjJqSeQ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) If there’s a misconfiguration, our test will identify the errors and will offer you a way to correct the configuration right on the screen. 6. ### Enable Single Sign-on [Section titled “Enable Single Sign-on”](#enable-single-sign-on) After you successfully verified that the connection is configured correctly, you can enable the connection to let your users login to this application via Single Sign-on. Click on **Enable Connection.** ![Enable Single Sign-on](/.netlify/images?url=_astro%2F4.CY6-zQP7.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) With this, we are done configuring your application for an SSO login setup. --- # DOCUMENT BOUNDARY --- # Google Workspace - OIDC > Learn how to set up OpenID Connect (OIDC) Single Sign-On (SSO) using Google Workspace, with step-by-step instructions for app registration and client configuration. This guide walks you through configuring Google Workspace as your OIDC identity provider. You’ll create a Google OAuth app, configure an OAuth client, provide the required OIDC values in the SSO Configuration Portal, test the connection, and then enable Single Sign-On. 1. ## Create an OAuth App [Section titled “Create an OAuth App”](#create-an-oauth-app) Sign in to **Google Cloud Console** and open the project you want to use for this integration. Search for **Google Auth Platform** and open it from the results list. ![Search for Google Auth Platform in Google Cloud Console](/.netlify/images?url=_astro%2Fgoogle-auth-platform-search.B4lWW2xw.png\&w=2540\&h=1136\&dpl=6a3b904fcb23b100084833a2) Click **Get started** to begin the OAuth app setup. ![Google Auth Platform overview with Get started button](/.netlify/images?url=_astro%2Fgoogle-auth-platform-get-started.CEKJDkl0.png\&w=2538\&h=1296\&dpl=6a3b904fcb23b100084833a2) Enter the **App Information** and select the appropriate **User support email**. ![Google OAuth app configuration flow](/.netlify/images?url=_astro%2Fgoogle-oauth-app-information.7b4adoSB.png\&w=2078\&h=1186\&dpl=6a3b904fcb23b100084833a2) Select the **Audience** as **Internal** and click **Next**. ![Google OAuth consent screen with Internal audience selected](/.netlify/images?url=_astro%2Fgoogle-oauth-app-audience-internal.BjVmOj20.png\&w=3018\&h=1624\&dpl=6a3b904fcb23b100084833a2) Add the relevant email address in the **Contact Information** and click **Next**. ![Google OAuth consent screen contact information step](/.netlify/images?url=_astro%2Fgoogle-oauth-app-contact-information.DtjPGT8Z.png\&w=3024\&h=1626\&dpl=6a3b904fcb23b100084833a2) Agree to Google’s policy and click **Continue** and then **Create**. ![Google OAuth consent screen policy agreement and Create button](/.netlify/images?url=_astro%2Fgoogle-oauth-app-create-confirmation.D26d-1qq.png\&w=3024\&h=1626\&dpl=6a3b904fcb23b100084833a2) 2. ## Create OAuth Client [Section titled “Create OAuth Client”](#create-oauth-client) From the left-side menu, navigate to **Clients** and click **Create client**. ![Google Auth Platform Clients page with Create client button](/.netlify/images?url=_astro%2Fgoogle-clients-create-client.fQ7W8cPr.png\&w=1440\&h=628\&dpl=6a3b904fcb23b100084833a2) In Application type dropdown, select **Web Application** and add **Name** for the client. ![Create OAuth client form with Web application selected and client name entered](/.netlify/images?url=_astro%2Fgoogle-oauth-client-type-and-name.BaQ6Qd8-.png\&w=3018\&h=1624\&dpl=6a3b904fcb23b100084833a2) Copy the **Redirect URI** from **SSO Configuration Portal**. ![SSO Configuration Portal showing the Google OIDC Redirect URI](/.netlify/images?url=_astro%2Fgoogle-sso-portal-redirect-uri.Vf81H4Vt.png\&w=1974\&h=704\&dpl=6a3b904fcb23b100084833a2) On **Google console**, under the **Authorized redirect URIs**, click **Add URI**. Add the above copied URI to this field and click **Create**. ![Google OAuth client form with Authorized redirect URIs section](/.netlify/images?url=_astro%2Fgoogle-oauth-client-authorized-redirect-uri.D75nO_ha.png\&w=2486\&h=1564\&dpl=6a3b904fcb23b100084833a2) 3. ## Provide Client Credentials [Section titled “Provide Client Credentials”](#provide-client-credentials) After the client is created, copy the **Client ID** and **Client Secret** from Google Cloud. ![Google Cloud OAuth client details showing Client ID and Client Secret](/.netlify/images?url=_astro%2Fgoogle-client-id-and-secret.DuKsiNVb.png\&w=3024\&h=1484\&dpl=6a3b904fcb23b100084833a2) Add the above values under **Identity Provider Configuration** in the **SSO Configuration Portal**. For **Issuer URL**, use `https://accounts.google.com`. Once all values are entered, click **Update**. ![SSO Configuration Portal fields for Google Client ID and Client Secret](/.netlify/images?url=_astro%2Fgoogle-sso-portal-client-credentials.6tZHOP97.png\&w=2024\&h=810\&dpl=6a3b904fcb23b100084833a2) ![SSO Configuration Portal showing the Google Issuer URL after update](/.netlify/images?url=_astro%2Fgoogle-sso-portal-issuer-url.XtnoS61W.png\&w=1932\&h=902\&dpl=6a3b904fcb23b100084833a2) 4. ## Test Connection [Section titled “Test Connection”](#test-connection) In the **SSO Configuration Portal**, click **Test Connection**. If everything is configured correctly, you will see a **Success** response. Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. 5. ## Enable Single Sign-On [Section titled “Enable Single Sign-On”](#enable-single-sign-on) Once the test succeeds, click **Enable Connection** to allow users in your organization to sign in with Google Workspace OIDC. ![SSO Configuration Portal with Enable Connection button for Google Workspace OIDC](/.netlify/images?url=_astro%2Fgoogle-enable-connection.CC7rMBop.png\&w=1924\&h=242\&dpl=6a3b904fcb23b100084833a2) This completes the Google Workspace OIDC SSO setup for your application. --- # DOCUMENT BOUNDARY --- # Google Workspace - SAML > Learn how to configure Google Workspace as a SAML identity provider for secure single sign-on (SSO) with your application. This guide walks you through configuring Google Workspace as your SAML identity provider for the application you are onboarding, enabling secure single sign-on for your users. You’ll learn how to set up an enterprise application and configure SAML settings to the host application. By following these steps, your users will be able to seamlessly authenticate using their Google Workspace credentials. 1. ## Create a custom SAML app in Google Workspace [Section titled “Create a custom SAML app in Google Workspace”](#create-a-custom-saml-app-in-google-workspace) Google allows you to add custom SAML applications using the SAML protocol. This is the first step in establishing a secure SSO connection. **Prerequisites:** You need a super administrator account in Google Workspace to complete these steps. 1. Go to Google **Admin console** (`admin.google.com`) 2. Select **Apps** → **Web and mobile apps** 3. Click **Add app** → **Add custom SAML app** 4. Provide an app name (e.g., “YourApp”) and upload an app icon if needed 5. Click **Continue** ![Custom SAML app](/.netlify/images?url=_astro%2F0-google-saml.DQJWVST1.png\&w=1166\&h=648\&dpl=6a3b904fcb23b100084833a2) *Creating a new custom SAML application in Google Workspace* **Get Google identity provider details:** On the **Google identity provider details** page, you’ll need to collect setup information. You can either: * Download the **IDP metadata** file, or * Copy the **SSO URL** and **Entity ID** and download the **Certificate** Your SSO config portal connects with Google IdP using three essential pieces of information: * **SSO URL** * **Entity ID** * **Certificate** Copy these values from the Google console and paste them into your config portal. ![Google IdP Details](/.netlify/images?url=_astro%2F0.1-google-saml.BJCnAGkh.png\&w=2048\&h=1134\&dpl=6a3b904fcb23b100084833a2) *Essential SAML configuration details from Google Workspace* **Note:** Keep this page open as you’ll need to return to it after configuring the service provider details. 2. ## Configure the service provider in Google Admin console [Section titled “Configure the service provider in Google Admin console”](#configure-the-service-provider-in-google-admin-console) In your SSO configuration portal: 1. Navigate to Single sign-on (SSO) → Google Workspace → SAML 2.0 2. Select the organization you want to configure 3. Copy these critical details from the SSO settings: * **ACS URL** (Assertion consumer service URL) * **SP Entity ID** (Service provider entity ID) * **SP Metadata URL** ![SSO Config Portal](/.netlify/images?url=_astro%2F1-google-saml.pDeCLwtz.png\&w=1954\&h=1196\&dpl=6a3b904fcb23b100084833a2) *Service provider configuration details in SSO portal* In Google Admin console: 1. Paste the copied details into their respective fields 2. Select **“Email”** as the **NameID format** (this serves as the primary user identifier during authentication) 3. Click **Continue** ![Google Workspace](/.netlify/images?url=_astro%2F1.1-google-saml.M_XJhpXJ.png\&w=3456\&h=1920\&dpl=6a3b904fcb23b100084833a2) *Configuring service provider details in Google Workspace* 3. ## Configure attribute mapping [Section titled “Configure attribute mapping”](#configure-attribute-mapping) User profile attributes in Google IdP need to be mapped to your application’s user attributes for seamless authentication. The essential attributes are: * Email address * First name * Last name To configure these attributes: 1. Locate the **Attribute mapping** section in your identity provider’s application 2. Map the Google attributes to your application attributes as shown below ![User profile attributes](/.netlify/images?url=_astro%2F2.1-google-saml.BvlwixSf.png\&w=2670\&h=1180\&dpl=6a3b904fcb23b100084833a2) *Mapping user attributes between Google Workspace and your application* 4. ## Assign users and groups [Section titled “Assign users and groups”](#assign-users-and-groups) Control access to your application by assigning specific groups: In the created app landing page click **view details** in the user access section. ![Navigate to View Details page](/.netlify/images?url=_astro%2F2.3-google-saml.DXkpwu-V.png\&w=1440\&h=742\&dpl=6a3b904fcb23b100084833a2) Here, you can either enable **ON for everyone** or assign a specific group to the application. To assign a group, search for the group name in the **Search for a group** field and select the correct group. ![Group Assignment](/.netlify/images?url=_astro%2F2.4-google-saml.DZue7W8H.png\&w=1509\&h=774\&dpl=6a3b904fcb23b100084833a2) *Assigning user groups for SSO access* 5. ## Configure identity provider in SSO portal [Section titled “Configure identity provider in SSO portal”](#configure-identity-provider-in-sso-portal) **Copy Google identity provider details:** From your Google Workspace, copy the IdP details shown during custom app creation: ![Google IdP details](/.netlify/images?url=_astro%2F3.1-google-saml.D6Lcu1eM.png\&w=3456\&h=1914\&dpl=6a3b904fcb23b100084833a2) *Identity provider details from Google Workspace* **Update the SSO configuration:** In your SSO configuration portal, navigate to the Identity provider configuration section. Paste the Google IdP details into the appropriate fields: Entity ID, SSO URL, and x509 certificates. ![Update IdP details in SSO config portal](/.netlify/images?url=_astro%2F3.2-google-saml.Dfh_X6X-.png\&w=2446\&h=1184\&dpl=6a3b904fcb23b100084833a2) *Updating identity provider configuration in SSO portal* Click **Update** to save the configuration. 6. ## Test the connection [Section titled “Test the connection”](#test-the-connection) Verify your SAML SSO configuration: 1. Click **Test connection** in the SSO configuration portal 2. If successful, you’ll see a confirmation message: ![Test Single Sign On](/.netlify/images?url=_astro%2F3.7zjJqSeQ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) *Successful SSO connection test* If there are any configuration issues, the test will identify them and provide guidance for correction. 7. ## Enable SSO connection [Section titled “Enable SSO connection”](#enable-sso-connection) Once you’ve verified the configuration: 1. Click **Enable connection** to activate SSO for your users ![Enable SSO Connection](/.netlify/images?url=_astro%2F4.CY6-zQP7.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) *Enabling the SSO connection* 8. ## Test SSO functionality [Section titled “Test SSO functionality”](#test-sso-functionality) After enabling the connection, test both types of SSO flows to ensure everything works correctly: **Identity provider (IdP) initiated SSO:** 1. In Google Admin console, go to **Apps** → **Web and mobile apps** 2. Select your custom SAML app 3. Click **Test SAML login** at the top left 4. Your app should open in a separate tab with successful authentication **Service provider (SP) initiated SSO:** 1. Open the SSO URL for your SAML app 2. You should be automatically redirected to the Google sign-in page 3. Enter your Google Workspace credentials 4. After successful authentication, you’ll be redirected back to your application **Troubleshooting:** If either test fails, check the SAML app error messages and verify your IdP and SP settings match exactly. Congratulations! You have successfully configured Google SAML for your application. Your users can now securely authenticate using their Google Workspace credentials through single sign-on. Google Workspace SSO resources For more detailed information about setting up custom SAML apps in Google Workspace, refer to the [official Google Workspace documentation](https://support.google.com/a/answer/6087519). --- # DOCUMENT BOUNDARY --- # JumpCloud - OIDC > Learn how to set up OpenID Connect (OIDC) Single Sign-On (SSO) using JumpCloud, with step-by-step instructions for OIDC application setup. This guide walks you through configuring JumpCloud as your OIDC identity provider. You’ll create a custom OIDC application, add the redirect URI, provide the required OIDC values in the SSO Configuration Portal, assign access, test the connection, and then enable Single Sign-On. 1. ## Create an OIDC Application [Section titled “Create an OIDC Application”](#create-an-oidc-application) Sign in to your **JumpCloud Admin Portal**. Go to **Access -> SSO Applications** and click **Add New Application**. ![JumpCloud SSO Applications page with Add New Application](/.netlify/images?url=_astro%2Fjumpcloud-sso-applications-add-new-application.D064TbAO.png\&w=1866\&h=1424\&dpl=6a3b904fcb23b100084833a2) In the application catalog, search for **OIDC** and select **Custom OIDC App**. ![Search for Custom OIDC App in JumpCloud](/.netlify/images?url=_astro%2Fjumpcloud-search-custom-oidc-app.CVZ0DJ3u.png\&w=2898\&h=1554\&dpl=6a3b904fcb23b100084833a2) Continue through the setup, confirm the OIDC app selection by clicking **Next**. ![Select Custom OIDC App in JumpCloud](/.netlify/images?url=_astro%2Fjumpcloud-select-custom-oidc-app.D1wQYPWR.png\&w=2892\&h=1570\&dpl=6a3b904fcb23b100084833a2) Enter a recognizable Application name in **Display Label** field, and optionally upload an icon and click **Next**. ![Enter general information for the JumpCloud OIDC application](/.netlify/images?url=_astro%2Fjumpcloud-oidc-app-general-information.CzI3UOAT.png\&w=2890\&h=1568\&dpl=6a3b904fcb23b100084833a2) Click **Configure Application**. ![JumpCloud Custom OIDC App review step with Configure Application button](/.netlify/images?url=_astro%2Fjumpcloud-configure-application-review.j2ytU8G1.png\&w=1472\&h=795\&dpl=6a3b904fcb23b100084833a2) 2. ## Add Redirect URI [Section titled “Add Redirect URI”](#add-redirect-uri) From the **SSO Configuration Portal**, copy the **Redirect URI** under **Service Provider Details**. ![SSO Configuration Portal showing the JumpCloud OIDC Redirect URI](/.netlify/images?url=_astro%2Fjumpcloud-sso-portal-redirect-uri.BC1hqB7e.png\&w=1872\&h=400\&dpl=6a3b904fcb23b100084833a2) In JumpCloud, open the recently created OIDC application and navigate to **SSO** -> **Configuration Settings**. Paste the copied URI into the **Redirect URI** field. Add the login url of your application in **Login URL** field. ![JumpCloud SSO configuration settings with Redirect URI and Login URL fields](/.netlify/images?url=_astro%2Fjumpcloud-configuration-settings-redirect-and-login-url.DA-X3kvG.png\&w=2928\&h=1578\&dpl=6a3b904fcb23b100084833a2) 3. ## Configure Attributes [Section titled “Configure Attributes”](#configure-attributes) Scroll down to **Attribute Mapping** section, select **Email** and **Profile** as **Standard Scopes** and then click **Activate**. ![JumpCloud attribute mapping with Email and Profile standard scopes selected](/.netlify/images?url=_astro%2Fjumpcloud-attribute-mapping-standard-scopes.C9eWhtJa.png\&w=2934\&h=1578\&dpl=6a3b904fcb23b100084833a2) 4. ## Provide OIDC Configuration [Section titled “Provide OIDC Configuration”](#provide-oidc-configuration) From JumpCloud, copy the **Client ID** and **Client Secret**. For **Issuer URL**, use `https://oauth.id.jumpcloud.com`. ![JumpCloud application activated dialog showing Client ID and Client Secret](/.netlify/images?url=_astro%2Fjumpcloud-client-id-and-secret-modal.CsreCVaX.png\&w=2010\&h=1344\&dpl=6a3b904fcb23b100084833a2) Add these values under **Identity Provider Configuration** in the **SSO Configuration Portal**, then click **Update**. ![SSO Configuration Portal fields for JumpCloud Client ID and Client Secret](/.netlify/images?url=_astro%2Fjumpcloud-sso-portal-client-credentials.DN-dYD8_.png\&w=1866\&h=822\&dpl=6a3b904fcb23b100084833a2) ![SSO Configuration Portal showing the JumpCloud Issuer URL after update](/.netlify/images?url=_astro%2Fjumpcloud-sso-portal-issuer-url.j-BKQtbS.png\&w=1858\&h=874\&dpl=6a3b904fcb23b100084833a2) 5. ## Assign Users/Groups [Section titled “Assign Users/Groups”](#assign-usersgroups) On JumpCloud, navigate to **User Groups** tab. Assign the appropriate user groups to the new OIDC application and click **Save**. ![JumpCloud User Groups tab with assigned groups selected for the OIDC app](/.netlify/images?url=_astro%2Fjumpcloud-user-groups-assignment.H7-SwcfY.png\&w=2932\&h=1578\&dpl=6a3b904fcb23b100084833a2) 6. ## Test Connection [Section titled “Test Connection”](#test-connection) In the **SSO Configuration Portal**, click **Test Connection** to verify your configuration. Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. 7. ## Enable Single Sign-On [Section titled “Enable Single Sign-On”](#enable-single-sign-on) Once the test succeeds, click **Enable Connection** to allow assigned users to sign in with JumpCloud OIDC. ![SSO Configuration Portal with Enable Connection button for JumpCloud OIDC](/.netlify/images?url=_astro%2Fjumpcloud-enable-connection.3CaNJojb.png\&w=1874\&h=232\&dpl=6a3b904fcb23b100084833a2) This completes the JumpCloud OIDC SSO setup for your application. --- # DOCUMENT BOUNDARY --- # JumpCloud SAML > Learn how to configure JumpCloud as a SAML identity provider for secure single sign-on (SSO) with your application. This guide walks you through configuring JumpCloud as your SAML identity provider for the application you are onboarding, enabling secure single sign-on for your users. You’ll learn how to set up an enterprise application, configure SAML settings to the host application. By following these steps, your users will be able to seamlessly authenticate using their JumpCloud credentials. ## Download metadata XML [Section titled “Download metadata XML”](#download-metadata-xml) Sign into the SSO Configuration Portal, select **JumpCloud,** then **SAML,** and click on **Configure** Under **Service Provider Details,** click on **Download Metadata XML** ![Download Metadata XML](/.netlify/images?url=_astro%2F0.BVk_5ROJ.png\&w=2256\&h=1088\&dpl=6a3b904fcb23b100084833a2) ## Create enterprise application [Section titled “Create enterprise application”](#create-enterprise-application) 1. Login to your JumpCloud Portal and go to **SSO Applications** ![Locate SSO Applications](/.netlify/images?url=_astro%2F1.pssd_fxM.png\&w=1558\&h=1028\&dpl=6a3b904fcb23b100084833a2) 2. Click on **Add New Application** ![Click on Add New Application](/.netlify/images?url=_astro%2F2.CYy46Vv7.png\&w=2120\&h=896\&dpl=6a3b904fcb23b100084833a2) 3. In the **Create New Application Integration** search box: * Type **Custom SAML App** * Select it from the drop down list * Give your app a name * Select your icon (optional) * Click on **Save** ![Create and save a new application integration](/images/docs/guides/sso-integrations/jumpcloud-saml/2-5.gif) 4. Click on **Configure Application** ![Click on Configure application](/.netlify/images?url=_astro%2F3.DZ5jgu9s.png\&w=2662\&h=1586\&dpl=6a3b904fcb23b100084833a2) ## SAML configuration [Section titled “SAML configuration”](#saml-configuration) 1. Go to the **SSO** tab and upload the downloaded Metadata XML under **Service Provider Metadata→ Upload Metadata** ![Upload Metadata XML under Service Provider Metadata](/.netlify/images?url=_astro%2F4.BBN04DIU.png\&w=1732\&h=1328\&dpl=6a3b904fcb23b100084833a2) 2. Copy the **SP Entity ID** from your SSO Configuration Portal and paste it in both the **IdP Entity ID** and **SP Entity ID** fields on JumpCloud Portal ![Copy SP Entity ID from your SSO Configuration Portal](/.netlify/images?url=_astro%2F5.D2igNtsX.png\&w=2200\&h=1066\&dpl=6a3b904fcb23b100084833a2) ![Paste it under IdP Entity ID and SP Entity ID on JumpCloud Portal](/.netlify/images?url=_astro%2F6.D7RAXpC_.png\&w=1700\&h=1034\&dpl=6a3b904fcb23b100084833a2) 3. Configure ACS URL: * Copy the **ACS URL** from your SSO Configuration Portal * Go to the **ACS URLs** section in JumpCloud Portal * Paste it in the **Default URL** field ![Copy ACS URL from SSO Configuration Portal](/.netlify/images?url=_astro%2F7.BqNw4jEm.png\&w=2172\&h=830\&dpl=6a3b904fcb23b100084833a2) ![Paste it under Default URL on JumpCloud Portal](/.netlify/images?url=_astro%2F8.BgrcZViX.png\&w=1736\&h=1014\&dpl=6a3b904fcb23b100084833a2) ## Attribute mapping [Section titled “Attribute mapping”](#attribute-mapping) 1. In the SSO tab, scroll to find **Attributes** ![Locate Attributes section on JumpCloud Portal](/.netlify/images?url=_astro%2F9.BjP0bSRq.png\&w=1178\&h=1174\&dpl=6a3b904fcb23b100084833a2) 2. Map the attributes: * Check the **Attribute Mapping** section in the SSO Configuration Portal * Map the same attributes on your JumpCloud application ![Attribute mapping from SSO Configuration Portal](/.netlify/images?url=_astro%2F10.8sURzFNn.png\&w=1838\&h=660\&dpl=6a3b904fcb23b100084833a2) ![Attribute Mapping on JumpCloud Portal](/images/docs/guides/sso-integrations/jumpcloud-saml/10-5.gif) ## Assign users [Section titled “Assign users”](#assign-users) Go to the **User Groups** tab. Select appropriate users/groups you want to assign to this application, and click on **Save** once done. ![Assign individuals or groups to your application](/.netlify/images?url=_astro%2F11.DKyxJDLj.png\&w=1790\&h=1342\&dpl=6a3b904fcb23b100084833a2) ## Upload IdP metadata URL [Section titled “Upload IdP metadata URL”](#upload-idp-metadata-url) 1. On your JumpCloud Portal, click on **SSO** and copy the **Copy Metadata URL** ![Copy Metadata URL from your JumpCloud portal](/.netlify/images?url=_astro%2F12.CTGSTojo.png\&w=1704\&h=884\&dpl=6a3b904fcb23b100084833a2) 2. Configure the metadata URL: * Under **Identify Provider Configuration**, select **Configure using Metadata URL** * Paste it under **App Federation Metadata URL** on the SSO Configuration Portal ![Paste Metadata URL on SSO Configuration Portal](/.netlify/images?url=_astro%2F13.D6QZDVaF.png\&w=2184\&h=718\&dpl=6a3b904fcb23b100084833a2) ## Test connection [Section titled “Test connection”](#test-connection) Click on **Test Connection**. If everything is done correctly, you will see a **Success** response as shown below. If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. ![Test SSO configuration](/.netlify/images?url=_astro%2F3.7zjJqSeQ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) ## Enable connection [Section titled “Enable connection”](#enable-connection) Click on **Enable Connection**. This will let all your selected users login to the new application via your JumpCloud SSO. ![Enable SSO on JumpCloud](/.netlify/images?url=_astro%2F4.CY6-zQP7.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) Note You can access the SSO Configuration Portal at [](https://your-subdomain.scalekit.dev) (Development) or [](https://your-subdomain.scalekit.com) (Production) --- # DOCUMENT BOUNDARY --- # Microsoft AD FS - SAML > Learn how to configure Microsoft AD FS as a SAML identity provider for secure single sign-on (SSO) with your application. This guide walks you through configuring Single Sign-On (SSO) with Microsoft Active Directory Federation Services (AD FS) as your Identity Provider. #### Before you begin [Section titled “Before you begin”](#before-you-begin) To successfully set up AD FS SAML integration, you’ll need: * Elevated access to your AD FS Management Console * Access to the Admin Portal of the application you’re integrating Microsoft AD FS with Tip Having these prerequisites ready before starting will make the configuration process smoother ## Configuration steps [Section titled “Configuration steps”](#configuration-steps) 1. #### Begin the configuration [Section titled “Begin the configuration”](#begin-the-configuration) Choose Microsoft AD FS as your identity provider ![](/.netlify/images?url=_astro%2F-1-1.DoY3Yfhj.png\&w=2558\&h=1172\&dpl=6a3b904fcb23b100084833a2) Download Metadata XML file so that you can configure AD FS Server going forward ![](/.netlify/images?url=_astro%2F-1.BkbK6BJ4.png\&w=2260\&h=876\&dpl=6a3b904fcb23b100084833a2) 2. #### Open AD FS Management Console [Section titled “Open AD FS Management Console”](#open-ad-fs-management-console) * Launch Server Manager * Click ‘Tools’ in the top menu * Select ‘AD FS Management’ 3. #### Create a Relying Party Trust [Section titled “Create a Relying Party Trust”](#create-a-relying-party-trust) * In the left navigation pane, expand ‘Trust Relationships’ * Right-click ‘Relying Party Trusts’ * Select ‘Add Relying Party Trust’ * Click ‘Start’ to begin the configuration ![](/.netlify/images?url=_astro%2F0-1.C1eDu6B8.png\&w=1262\&h=929\&dpl=6a3b904fcb23b100084833a2) 4. #### Configure Trust Settings [Section titled “Configure Trust Settings”](#configure-trust-settings) * Select ‘Claims aware’ as the trust type * Choose ‘Import data about the relying party from a file’ * Click ‘Next’ to proceed ![](/.netlify/images?url=_astro%2F2.BzOVYbyq.png\&w=768\&h=634\&dpl=6a3b904fcb23b100084833a2) Import the Metadata XML file that you downloaded earlier Note You can configure the relying party trust using either of these methods: * Enter the Metadata URL directly (if network access allows) 5. #### Set Display Name [Section titled “Set Display Name”](#set-display-name) * Enter a descriptive name for your application (e.g., “ExampleApp”) * Click ‘Next’ to continue ![Set display name step in the AD FS relying party trust wizard](/.netlify/images?url=_astro%2F16.qv9-rovY.png\&w=1492\&h=1224\&dpl=6a3b904fcb23b100084833a2) 6. #### Configure Access Control [Section titled “Configure Access Control”](#configure-access-control) * Select an appropriate access control policy * For purposes of this guide, select ‘Permit everyone’ * Click ‘Next’ to proceed 7. #### Review Trust Configuration [Section titled “Review Trust Configuration”](#review-trust-configuration) * Verify the following settings: * Monitoring configuration * Endpoints * Encryption settings * Click ‘Next’ to continue ![Review trust configuration screen in the AD FS wizard](/.netlify/images?url=_astro%2F17.Cz41xxGF.png\&w=1514\&h=1230\&dpl=6a3b904fcb23b100084833a2) The wizard will complete with the ‘Configure claims issuance policy for this application’ option automatically selected ![](/.netlify/images?url=_astro%2F6.4omJa0ZL.png\&w=768\&h=634\&dpl=6a3b904fcb23b100084833a2) 8. #### Create claim rule [Section titled “Create claim rule”](#create-claim-rule) Navigate to ‘Relying Party Trusts’ and select recently created app. Then click on ‘Edit Claim Issuance Policy’ from right nav bar. ![Edit claim issuance policy option for the new relying party trust in AD FS](/.netlify/images?url=_astro%2F15.DKZVXYtm.png\&w=3014\&h=1622\&dpl=6a3b904fcb23b100084833a2) Click ‘Add Rule’ to create a new claim rule ![](/.netlify/images?url=_astro%2F7.CVY_QN4e.png\&w=538\&h=595\&dpl=6a3b904fcb23b100084833a2) Select ‘Send LDAP Attributes as Claims’ template ![](/.netlify/images?url=_astro%2F8.CTl2bgd7.png\&w=768\&h=634\&dpl=6a3b904fcb23b100084833a2) 9. #### Map User Attributes [Section titled “Map User Attributes”](#map-user-attributes) * Enter a descriptive rule name (e.g., “Example App”) * Configure the following attribute mappings: * `E-Mail-Addresses` → E-Mail Address * `Given-Name` → Given Name * `Surname` → Surname * `User-Principal-Name` → Name ID * Click ‘Finish’ to complete the mapping ![](/.netlify/images?url=_astro%2F9.BslyN39j.png\&w=601\&h=642\&dpl=6a3b904fcb23b100084833a2) 10. #### Complete Admin Portal Configuration [Section titled “Complete Admin Portal Configuration”](#complete-admin-portal-configuration) * Navigate to Identity Provider Configuration in the Admin Portal * Select “Configure Manually” * The above endpoints are AD FS endpoints. You can find them listed in AD FS Console > Service > Endpoints > Tokens and Metadata sections. Enter these required details: * Microsoft AD FS Identifier: `http:///adfs/services/trust` * Login URL: `http:///adfs/ls` * Certificate: 1. Access [Federation Metadata URL](https:///FederationMetadata/2007-06/FederationMetadata.xml) 2. Locate the text after the first `X509Certificate` tag 3. Copy and paste this certificate into the “Certificate” field * Click “Update” to save the configuration ![](/.netlify/images?url=_astro%2F12-1.CY8o-PyP.png\&w=2320\&h=1250\&dpl=6a3b904fcb23b100084833a2) 11. #### Test the Integration [Section titled “Test the Integration”](#test-the-integration) * In the Admin Portal, click “Test Connection” * You will be redirected to the AD FS login page * Enter your AD FS credentials * Verify successful redirection back to the Admin Portal with the correct user attributes ![](/.netlify/images?url=_astro%2F13.v5uvsTqZ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) 12. #### Enable Connection [Section titled “Enable Connection”](#enable-connection) * Click on **Enable Connection** * This will let all your selected users login to the new application via your AD FS SSO ![](/.netlify/images?url=_astro%2F14.BDS_w7Cj.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # Microsoft Entra ID - OIDC > Learn how to set up OpenID Connect (OIDC) Single Sign-On (SSO) using Microsoft Entra ID, with step-by-step instructions for app registration and OIDC configuration. This guide walks you through configuring Microsoft Entra ID as your OIDC identity provider. You’ll create an app registration, provide OIDC values in the SSO Configuration Portal, map required claims, assign access, test the connection, and enable Single Sign-On. 1. ## Create an Application [Section titled “Create an Application”](#create-an-application) Sign in to **Microsoft Entra ID** in the [Microsoft Azure Portal](https://portal.azure.com/). Go to **App registrations** and click **New registration** to create a new app. ![Microsoft Entra ID App registrations page with New registration button](/.netlify/images?url=_astro%2F0.6jwMmKa9.png\&w=1146\&h=814\&dpl=6a3b904fcb23b100084833a2) Set the **Application name**. Set **Supported Account Types** to **Single tenant only**. ![Application registration form showing app name and single-tenant account type](/.netlify/images?url=_astro%2F2026-03-10-17-47-18.Cr9rmEkc.png\&w=2250\&h=1532\&dpl=6a3b904fcb23b100084833a2) From the SSO Configuration Portal, copy the **Redirect URI** from **Service Provider Details**: ![SSO Configuration Portal showing the Redirect URI in Service Provider Details](/.netlify/images?url=_astro%2F2026-03-10-17-41-08.DsAtY7Ji.png\&w=1882\&h=704\&dpl=6a3b904fcb23b100084833a2) In Entra ID, under **Redirect URI** section, select **Web** and paste the copied redirect URI, then click **Register**. ![Microsoft Entra registration screen with Web Redirect URI configured](/.netlify/images?url=_astro%2F2026-03-10-17-45-37.BFd4OptT.png\&w=2252\&h=1548\&dpl=6a3b904fcb23b100084833a2) 2. ## Generate client credentials [Section titled “Generate client credentials”](#generate-client-credentials) From the application’s **Overview** page in Entra ID, copy **Application (client) ID**. ![Application Overview page highlighting the Application client ID](/.netlify/images?url=_astro%2F2026-03-10-17-50-29.CtJgVX88.png\&w=2520\&h=730\&dpl=6a3b904fcb23b100084833a2) Go to **Certificates & secrets**, click **New client secret**, and create a client secret and copy it. ![Certificates and secrets page with New client secret action](/.netlify/images?url=_astro%2F2026-03-10-17-54-11.dM-K7Les.png\&w=3006\&h=1620\&dpl=6a3b904fcb23b100084833a2) ![New client secret created with value ready to copy](/.netlify/images?url=_astro%2F2026-03-10-17-54-32.DDKs4cdv.png\&w=2738\&h=1262\&dpl=6a3b904fcb23b100084833a2) Add the **Client ID** and **Client Secret** in the SSO Configuration Portal. ![SSO Configuration Portal fields for Client ID and Client Secret](/.netlify/images?url=_astro%2F2026-03-10-17-56-30.o5l5_2Mt.png\&w=1860\&h=808\&dpl=6a3b904fcb23b100084833a2) 3. ## Provide Issuer URL [Section titled “Provide Issuer URL”](#provide-issuer-url) In Entra ID, navigate to application’s **Overview** page -> **Endpoints**. Copy the **OpenID Connect metadata document** URL: ![Application Endpoints dialog showing OpenID Connect metadata document URL](/.netlify/images?url=_astro%2F2026-03-10-18-01-17.BqmuCQIA.png\&w=3018\&h=1614\&dpl=6a3b904fcb23b100084833a2) Paste the copied URL into the **Issuer URL** field in the SSO Configuration Portal and click **Update**. ![SSO Configuration Portal Issuer URL field populated with metadata URL](/.netlify/images?url=_astro%2F2026-03-10-18-02-21.D7nHGriI.png\&w=1862\&h=814\&dpl=6a3b904fcb23b100084833a2) 4. ## Attribute Mapping [Section titled “Attribute Mapping”](#attribute-mapping) Go to **Token configuration** and click **Add optional claim**. Select token type **ID**, then add these claims: `email`, `family_name`, and `given_name`. ![Add optional claim dialog with ID token claims email family\_name and given\_name selected](/.netlify/images?url=_astro%2F2026-03-10-18-08-25.DOcWy_K_.png\&w=3004\&h=1612\&dpl=6a3b904fcb23b100084833a2) 5. ## Assign Users and Groups [Section titled “Assign Users and Groups”](#assign-users-and-groups) In Entra ID, navigate to **Enterprise applications** and select the recently created **OIDC app**. ![Enterprise applications list with the newly created OIDC app selected](/.netlify/images?url=_astro%2F2026-03-10-18-15-54.UCT6izT4.png\&w=3016\&h=1562\&dpl=6a3b904fcb23b100084833a2) Then navigate to **Users and groups** and click **Add user/group**. ![Users and groups page with Add user or group action](/.netlify/images?url=_astro%2F2026-03-10-18-15-23.D-8hAdOg.png\&w=3022\&h=1516\&dpl=6a3b904fcb23b100084833a2) Assign the required users or groups, and save the assignment. ![Assigned users and groups list for the Entra OIDC enterprise application](/.netlify/images?url=_astro%2F2026-03-10-18-24-04.Df9IrI3A.png\&w=2994\&h=1610\&dpl=6a3b904fcb23b100084833a2) 6. ## Test your SSO connection [Section titled “Test your SSO connection”](#test-your-sso-connection) In the SSO Configuration Portal, click **Test Connection** to verify your configuration. Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. 7. ## Enable Single Sign-On [Section titled “Enable Single Sign-On”](#enable-single-sign-on) Once the test succeeds, click **Enable Connection**. ![SSO Configuration Portal with Enable Connection action after successful test](/.netlify/images?url=_astro%2F2026-03-10-18-17-20.CyYGHzIh.png\&w=1846\&h=220\&dpl=6a3b904fcb23b100084833a2) This completes the Microsoft Entra ID OIDC SSO setup for your application. --- # DOCUMENT BOUNDARY --- # Okta - OIDC > Learn how to set up OpenID Connect (OIDC) Single Sign-On (SSO) using Okta as your identity provider, with step-by-step instructions for app integration setup. This guide walks you through configuring Okta as your OIDC identity provider for your application. You’ll create an OIDC app integration in Okta, connect it to the SSO Configuration Portal, assign access, test the connection, and then enable Single Sign-On. 1. ## Create an OIDC Integration [Section titled “Create an OIDC Integration”](#create-an-oidc-integration) Log in to your *Okta Admin Console*. Go to *Applications -> Applications*. ![Open the Applications page in Okta Admin Console](/.netlify/images?url=_astro%2F0.Bi9fvSGC.png\&w=1542\&h=892\&dpl=6a3b904fcb23b100084833a2) In the **Applications** tab, click on **Create App Integration.** ![Create a new app integration in Okta](/.netlify/images?url=_astro%2F1.DLiFybsd.png\&w=1406\&h=922\&dpl=6a3b904fcb23b100084833a2) Select **OIDC - OpenID Connect** as the sign-in method and **Web Application** as the application type, then click **Next**. ![Select OIDC web application in Okta](/.netlify/images?url=_astro%2F2.BLyYVEyn.png\&w=2540\&h=1452\&dpl=6a3b904fcb23b100084833a2) 2. ## Configure OIDC Integration [Section titled “Configure OIDC Integration”](#configure-oidc-integration) In the app configuration form, enter an app name. ![Set app name in Okta](/.netlify/images?url=_astro%2F2026-03-10-14-18-44.Bl1MXM6R.png\&w=2940\&h=1590\&dpl=6a3b904fcb23b100084833a2) From the **SSO Configuration Portal**, copy the **Redirect URI** under **Service Provider Details**. ![Copy Redirect URI from the SSO Configuration Portal](/.netlify/images?url=_astro%2F2026-03-10-14-23-04.BYythTpw.png\&w=1928\&h=698\&dpl=6a3b904fcb23b100084833a2) Back in Okta, paste this value into **Sign-in redirect URIs**. ![Add Redirect URL to Okta](/.netlify/images?url=_astro%2F2026-03-10-14-25-01.DrV0Z8UV.png\&w=2934\&h=1588\&dpl=6a3b904fcb23b100084833a2) Scroll down to the Assignments section. Select **Limit access to selected groups** and assign the appropriate groups to the application. The group assignment can be edited later. ![Assign required groups to the application in Okta](/.netlify/images?url=_astro%2F2026-03-10-14-20-32.QdVh4t1z.png\&w=2936\&h=1590\&dpl=6a3b904fcb23b100084833a2) 3. ## Provide OIDC Configuration [Section titled “Provide OIDC Configuration”](#provide-oidc-configuration) After the app integration is created, copy **Client ID** and **Client Secret** from the **General** tab in Okta: ![Copy client credentials from Okta](/.netlify/images?url=_astro%2F2026-03-10-14-45-43.Bwal_0X0.png\&w=2928\&h=1578\&dpl=6a3b904fcb23b100084833a2) Add these values under **Identity Provider Configuration** in the **SSO Configuration Portal**: ![Add client credentials in SSO configuration portal](/.netlify/images?url=_astro%2F2026-03-10-14-47-17.lqTCJxtz.png\&w=1870\&h=806\&dpl=6a3b904fcb23b100084833a2) Click the profile section in the top navigation bar in Okta and copy the **Okta Tenant Domain**. We will use this value to construct the Issuer URL. ![Copy Okta tenant domain from profile menu](/.netlify/images?url=_astro%2F2026-03-10-15-42-33.C98eiey-.png\&w=2922\&h=1586\&dpl=6a3b904fcb23b100084833a2) Construct the **Issuer URL** using the following format: `https://[okta-tenant-domain]` Add this Issuer URL in the **SSO Configuration Portal**: ![Add Issuer URL in SSO configuration portal](/.netlify/images?url=_astro%2F2026-03-10-14-51-07.Cws3R1mT.png\&w=1868\&h=816\&dpl=6a3b904fcb23b100084833a2) Once all values are entered, click **Update**. ![Completed IdP configuration in the SSO Configuration Portal](/.netlify/images?url=_astro%2F2026-03-10-14-51-52.BzD-eP5J.png\&w=1846\&h=880\&dpl=6a3b904fcb23b100084833a2) 4. ## Assign People/Groups [Section titled “Assign People/Groups”](#assign-peoplegroups) In Okta, go to the **Assignments** tab. ![Assign people or groups to the Okta app integration](/.netlify/images?url=_astro%2F4.DX07vo_Y.png\&w=1204\&h=478\&dpl=6a3b904fcb23b100084833a2) Click **Assign**, then choose **Assign to People** or **Assign to Groups**. Assign the appropriate people or groups to this integration and click **Done**. ![Assign users or groups to the Okta app](/.netlify/images?url=_astro%2F2026-03-10-14-59-18.DjklXxRN.png\&w=2932\&h=1580\&dpl=6a3b904fcb23b100084833a2) 5. ## Test Connection [Section titled “Test Connection”](#test-connection) In the **SSO Configuration Portal**, click **Test Connection**. If everything is configured correctly, you will see a **Success** response. Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. 6. ## Enable Single Sign-On [Section titled “Enable Single Sign-On”](#enable-single-sign-on) Click **Enable Connection** to allow assigned users to sign in through Okta OIDC. ![Enable connection](/.netlify/images?url=_astro%2F2026-03-10-15-22-15.BSEKDbIL.png\&w=1866\&h=234\&dpl=6a3b904fcb23b100084833a2) This completes the Okta OIDC SSO setup for your application. --- # DOCUMENT BOUNDARY --- # Okta SAML > Learn how to set up SAML-based Single Sign-On (SSO) using Okta as your Identity Provider, with step-by-step instructions for enterprise application configuration. This guide walks you through configuring Okta as your SAML identity provider for the application you are onboarding, enabling secure single sign-on for your users. You’ll learn how to set up an enterprise application, configure SAML settings to the host application. By following these steps, your users will be able to seamlessly authenticate using their Okta credentials. ## Create Enterprise Application [Section titled “Create Enterprise Application”](#create-enterprise-application) 1. Login to your *Okta Admin Console*. Go to *Applications→ Applications*. ![](/.netlify/images?url=_astro%2F0.BakodZRZ.png\&w=1542\&h=892\&dpl=6a3b904fcb23b100084833a2) 2. In the **Applications** tab, click on **Create App Integration.** ![](/.netlify/images?url=_astro%2F1.IsoAY_Ly.png\&w=1406\&h=922\&dpl=6a3b904fcb23b100084833a2) 3. Choose **SAML 2.0**, and click on **Next.** ![](/.netlify/images?url=_astro%2F2.DkynxeSj.png\&w=1840\&h=1108\&dpl=6a3b904fcb23b100084833a2) 4. Give your app a name, choose your app visibility settings, and click on **Next.** ![](/.netlify/images?url=_astro%2F3.BB3z9eaj.png\&w=1368\&h=1084\&dpl=6a3b904fcb23b100084833a2) ## SAML Configuration [Section titled “SAML Configuration”](#saml-configuration) 1. Copy the **SSO URL** from the **SSO Configuration Portal**. Paste this link in the space for **SSO URL** on the **Okta Admin Console**. ![](/.netlify/images?url=_astro%2F4.CHr3Qapy.png\&w=2292\&h=1116\&dpl=6a3b904fcb23b100084833a2) ![](/.netlify/images?url=_astro%2F5.8eM-fLKR.png\&w=1894\&h=1398\&dpl=6a3b904fcb23b100084833a2) 2. Copy the **Audience URI (SP Entity ID)** from the SSO Configuration Portal, and paste it in your **Okta Admin Console** in the space for **Audience URI.** ![](/.netlify/images?url=_astro%2F6.D0_xmfF5.png\&w=2292\&h=1116\&dpl=6a3b904fcb23b100084833a2) ![](/.netlify/images?url=_astro%2F7.Dss7F_Tw.png\&w=1898\&h=1400\&dpl=6a3b904fcb23b100084833a2) 3. You can leave the Default Relay State as blank. Similarly, select your preferences for the Name ID format, Application Username, and Update application username on fields. ![](/.netlify/images?url=_astro%2F8.Duf235Yu.png\&w=1496\&h=696\&dpl=6a3b904fcb23b100084833a2) ## Attribute Mapping [Section titled “Attribute Mapping”](#attribute-mapping) 1. The following user profile attributes should be mapped in Okta so that Scalekit receives user details during SSO login: * **Email Address** of the user (required) * **First Name** of the user (optional) * **Last Name** of the user (optional) Check the **Attribute Statements** section in the **SSO Configuration Portal** for the exact attribute names and values to use, then map the same attributes on your Okta Admin Console. You can either use the **Add expression** buttons or the legacy configuration method. ![Attribute mapping on SSO Configuration Portal](/.netlify/images?url=_astro%2F20.B4Gf6htn.png\&w=1454\&h=730\&dpl=6a3b904fcb23b100084833a2) 2. You will have to enter each attribute one by one as shown below. click on **Save** once you have added the name and value for the attribute, ![Attribute mapping on Okta Admin Console](/.netlify/images?url=_astro%2F21.D89CEsJG.png\&w=1400\&h=694\&dpl=6a3b904fcb23b100084833a2) 3. Ensure that you map all the required attributes as shown on the SSO Configuration Portal. ![Attribute mapping completed on Okta Admin Console](/.netlify/images?url=_astro%2F22.BLccS1xS.png\&w=1426\&h=1036\&dpl=6a3b904fcb23b100084833a2) ## Assign User/Group [Section titled “Assign User/Group”](#assign-usergroup) 1. Go to the **Assignments** tab. ![Locate Assignments tab](/.netlify/images?url=_astro%2F11.DMqg1BEa.png\&w=1682\&h=874\&dpl=6a3b904fcb23b100084833a2) 2. Click on **Assign** on the top navigation bar, select **Assign to People/Groups.** ![Select Assign to People or Groups](/.netlify/images?url=_astro%2F12.DP8pv860.png\&w=1204\&h=478\&dpl=6a3b904fcb23b100084833a2) 3. Click on **Assign** next to the people you want to assign it to. Click on **Save and Go Back**, and click on **Done.** ![Assign specific individuals or groups to app](/.netlify/images?url=_astro%2F13.BcgYv1Zp.png\&w=1218\&h=1070\&dpl=6a3b904fcb23b100084833a2) ## Finalize App [Section titled “Finalize App”](#finalize-app) 1. Preview your SAML Assertion generated, and click on **Next.** ![Preview SAML Assertion](/.netlify/images?url=_astro%2F14.zj3txre8.png\&w=1542\&h=706\&dpl=6a3b904fcb23b100084833a2) 2. Fill the feedback form, and click on **Finish** once done. ![Feedback form after configuring SAML](/.netlify/images?url=_astro%2F15.Clnftf3c.png\&w=1680\&h=1358\&dpl=6a3b904fcb23b100084833a2) ## Upload IdP Metadata URL [Section titled “Upload IdP Metadata URL”](#upload-idp-metadata-url) 1. On the **Sign On** tab copy the **Metadata URL** from the **Metadata Details** section on **Okta Admin Console.** ![Copy Metadata URL from Okta Admin Console](/.netlify/images?url=_astro%2F16.C7WuWMoS.png\&w=1198\&h=1332\&dpl=6a3b904fcb23b100084833a2) 2. Under **Identify Provider Configuration,** select **Configure using Metadata URL,** and paste it under **App Federation Metadata URL** on the **SSO Configuration Portal.** ![Paste Metadata URL on SSO Configuration Portal](/.netlify/images?url=_astro%2F17.CKSPRCwL.png\&w=2180\&h=672\&dpl=6a3b904fcb23b100084833a2) ## Test Connection [Section titled “Test Connection”](#test-connection) Click on **Test Connection.** If everything is done correctly, you will see a **Success** response as shown below. ![Test SSO configuration](/.netlify/images?url=_astro%2F3.7zjJqSeQ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. ## Enable Connection [Section titled “Enable Connection”](#enable-connection) Click on **Enable Connection.** This will let all your selected users login to the new application via your Okta SSO. ![Enable SSO on Okta Admin Console](/.netlify/images?url=_astro%2F4.CY6-zQP7.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) With this, you are done configuring your Okta application for an SSO login setup. --- # DOCUMENT BOUNDARY --- # OneLogin - OIDC > Learn how to set up OpenID Connect (OIDC) Single Sign-On (SSO) using OneLogin, with step-by-step instructions for OIDC application setup. This guide walks you through configuring OneLogin as your OIDC identity provider. You’ll create an OIDC application, add the redirect URI, provide the required OIDC values in the SSO Configuration Portal, assign access, test the connection, and then enable Single Sign-On. 1. ## Create an Application [Section titled “Create an Application”](#create-an-application) Sign in to the **OneLogin Admin Console**. Go to **Applications -> Applications**. ![Open the Applications menu in the OneLogin Admin Console](/.netlify/images?url=_astro%2Fonelogin-applications-menu.BLx5v6MZ.png\&w=2086\&h=1062\&dpl=6a3b904fcb23b100084833a2) Click **Add App**. ![Applications page in OneLogin with the Add App button highlighted](/.netlify/images?url=_astro%2Fonelogin-add-app-button.DF4PsE8f.png\&w=2586\&h=762\&dpl=6a3b904fcb23b100084833a2) In the **Find Application** search box, search for **OpenId Connect (OIDC)** and select it from the results list. ![OneLogin Find Application results with OpenId Connect (OIDC) selected](/.netlify/images?url=_astro%2Fonelogin-openid-connect-app-selection.DN55gp4s.png\&w=2662\&h=1010\&dpl=6a3b904fcb23b100084833a2) Add suitable application name in **Display Name** field and optionally upload an icon. Then click **Save**. ![OneLogin OIDC application form with Display Name and icon upload fields](/.netlify/images?url=_astro%2Fonelogin-openid-connect-app-details.BsvlZfMK.png\&w=2890\&h=1464\&dpl=6a3b904fcb23b100084833a2) 2. ## Add Redirect URI [Section titled “Add Redirect URI”](#add-redirect-uri) From the **SSO Configuration Portal**, copy the **Redirect URI** under **Service Provider Details**. ![SSO Configuration Portal showing the OneLogin OIDC Redirect URI](/.netlify/images?url=_astro%2Fonelogin-sso-portal-redirect-uri.C9DwhpXj.png\&w=1862\&h=406\&dpl=6a3b904fcb23b100084833a2) On OneLogin, navigate to **Configuration** tab. Paste the copied URI into **Redirect URIs** section and then click **Save**. ![OneLogin Configuration tab with Redirect URIs section populated for the OIDC app](/.netlify/images?url=_astro%2Fonelogin-redirect-uri-configuration.DPUukULa.png\&w=2886\&h=1422\&dpl=6a3b904fcb23b100084833a2) 3. ## Provide OIDC Configuration [Section titled “Provide OIDC Configuration”](#provide-oidc-configuration) On OneLogin, Navigate to **SSO** tab. Copy the **Client ID**, **Client Secret** and **Issuer URL**. ![OneLogin SSO tab showing Client ID, Client Secret, and Issuer URL](/.netlify/images?url=_astro%2Fonelogin-client-id-client-secret-and-issuer-url.VDJbD6xZ.png\&w=2378\&h=1352\&dpl=6a3b904fcb23b100084833a2) Add these values under **Identity Provider Configuration** in the **SSO Configuration Portal**, then click **Update**. ![SSO Configuration Portal fields for OneLogin Client ID and Client Secret](/.netlify/images?url=_astro%2Fonelogin-sso-portal-client-credentials.DFHD2Qd5.png\&w=1860\&h=808\&dpl=6a3b904fcb23b100084833a2) ![SSO Configuration Portal showing the OneLogin Issuer URL after update](/.netlify/images?url=_astro%2Fonelogin-sso-portal-issuer-url.BQCcLsQu.png\&w=1878\&h=900\&dpl=6a3b904fcb23b100084833a2) 4. ## Assign Users/Groups [Section titled “Assign Users/Groups”](#assign-usersgroups) On OneLogin, navigate to **Users** tab and click the user you want to assign to the application. ![OneLogin Users tab with a user selected for application assignment](/.netlify/images?url=_astro%2Fonelogin-users-tab-select-user.x2_E0UJk.png\&w=2638\&h=1146\&dpl=6a3b904fcb23b100084833a2) Once the user page opens, navigate to **Applications** tab from the left-side menu. Then click on **+** symbol. ![OneLogin user Applications tab with the add application action](/.netlify/images?url=_astro%2Fonelogin-user-applications-add-application.Bla1zTyK.png\&w=2906\&h=1230\&dpl=6a3b904fcb23b100084833a2) Select the recently created OIDC application from the **Select application** dropdown and click on **Continue**. ![OneLogin application assignment dialog with the new OIDC app selected](/.netlify/images?url=_astro%2Fonelogin-user-applications-select-application.CeVz0gcp.png\&w=1110\&h=608\&dpl=6a3b904fcb23b100084833a2) 5. ## Test Single Sign-On [Section titled “Test Single Sign-On”](#test-single-sign-on) In the **SSO Configuration Portal**, click **Test Connection** to verify your configuration. Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. 6. ## Enable Connection [Section titled “Enable Connection”](#enable-connection) Once the test succeeds, click **Enable Connection** to allow assigned users to sign in with OneLogin OIDC. ![SSO Configuration Portal with Enable Connection button for OneLogin OIDC](/.netlify/images?url=_astro%2Fonelogin-enable-connection.CAN6aReG.png\&w=1860\&h=230\&dpl=6a3b904fcb23b100084833a2) This completes the OneLogin OIDC SSO setup for your application. --- # DOCUMENT BOUNDARY --- # OneLogin SAML > A step-by-step guide to setting up Single Sign-On with OneLogin as the Identity Provider, including creating an enterprise application, configuring SAML, attribute mapping, assigning users, uploading IdP metadata, testing the connection, and enabling SSO. This guide walks you through configuring OneLogin as your SAML identity provider for the application you are onboarding, enabling secure single sign-on for your users. You’ll learn how to set up an enterprise application, configure SAML settings to the host application. By following these steps, your users will be able to seamlessly authenticate using their OneLogin credentials. 1. ## Creating enterprise application [Section titled “Creating enterprise application”](#creating-enterprise-application) Login to your **OneLogin Portal**. Go to **Applications→ Applications.** ![Locate Applications](/.netlify/images?url=_astro%2F0.BeFLTmK0.png\&w=2086\&h=1062\&dpl=6a3b904fcb23b100084833a2) Click on **Add App.** ![Click on Add App](/.netlify/images?url=_astro%2F1.DJgsfl-m.png\&w=2586\&h=762\&dpl=6a3b904fcb23b100084833a2) In the **Find Application** search box, type in **SAML Custom Connector (Advanced)**, and select it from the drop down list. ![Select SAML Custom Connector from drop down (GIF)](/images/docs/guides/sso-integrations/onelogin-saml/2-5.gif) Give your app a name that reflects the application you’ll be connecting it to, so users can easily recognize it in their OneLogin portal., select your icon (optional) and then click on **Save.** ![Click on Save](/.netlify/images?url=_astro%2F2.Dk4_F7R-.png\&w=2540\&h=1296\&dpl=6a3b904fcb23b100084833a2) 2. ## SAML configuration [Section titled “SAML configuration”](#saml-configuration) On the Application page click on **Configuration.** ![Locate Configuration](/.netlify/images?url=_astro%2F3.DdfvKgwb.png\&w=2308\&h=1276\&dpl=6a3b904fcb23b100084833a2) From your **SSO Configuration Portal**, copy the **ACS (Consumer) URL**. Go back to your **OneLogin Admin Portal**, and paste it in the **Recipient**, **ACS (Consumer) URL Validator**, and **ACS(Consumer) URL** fields. ![Copy ACS (Consumer) URL on SSO Configuration Portal](/.netlify/images?url=_astro%2F4.CfHUid6X.png\&w=2194\&h=1060\&dpl=6a3b904fcb23b100084833a2) **OneLogin Admin Portal** ![](/.netlify/images?url=_astro%2F2025-12-18-14-28-46.BK5ps4c-.png\&w=2938\&h=1368\&dpl=6a3b904fcb23b100084833a2) Similarly, copy the **Audience (Entity ID) f**rom your SSO Configuration Portal. Go back to your **OneLogin Admin Portal**, and paste it in the **Audience (EntityID).** ![Copy Audience (Entity ID) on SSO Configuration Portal](/.netlify/images?url=_astro%2F6.DAcgiWj7.png\&w=2198\&h=1068\&dpl=6a3b904fcb23b100084833a2) ![](/.netlify/images?url=_astro%2F7.H2z-QhcJ.png\&w=2890\&h=1276\&dpl=6a3b904fcb23b100084833a2) Click on **Save**. ![Locate Save](/.netlify/images?url=_astro%2F8.uJ6aAmAa.png\&w=2582\&h=922\&dpl=6a3b904fcb23b100084833a2) 3. ## Attribute mapping [Section titled “Attribute mapping”](#attribute-mapping) Go to the **Parameters** tab on **OneLogin Admin Portal**, and click on the plus (+) sign to add attributes. ![Locate Parameters tab](/.netlify/images?url=_astro%2F9.Dc4CJKli.png\&w=2617\&h=1044\&dpl=6a3b904fcb23b100084833a2) Check the **Attribute Mapping** section in the **SSO Configuration Portal**, and carefully map the **exact** **same attributes** on your **OneLogin Admin Portal**. ![Check attributes on SSO Configuration Portal](/.netlify/images?url=_astro%2F10.5K9f5GrO.png\&w=1838\&h=662\&dpl=6a3b904fcb23b100084833a2) ![Paste attributes on OneLogin Admin Portal](/images/docs/guides/sso-integrations/onelogin-saml/10-5.gif) 4. ## Assign user/group [Section titled “Assign user/group”](#assign-usergroup) Go to the **Users** tab. ![Locate Users under Users tab](/.netlify/images?url=_astro%2F11.QVruT9Bk.png\&w=1638\&h=806\&dpl=6a3b904fcb23b100084833a2) Click the user you want to assign to the application. ![Select user to assign](/.netlify/images?url=_astro%2F12.Bv9Xz3Es.png\&w=2558\&h=576\&dpl=6a3b904fcb23b100084833a2) Click on the **Applications** tab. Click on the **+** sign to assign the newly created application. ![Add application to previously selected user](/.netlify/images?url=_astro%2F13.DXLWQWhi.png\&w=2556\&h=766\&dpl=6a3b904fcb23b100084833a2) Select the newly created application from the drop down, and click on **Continue.** ![Select application from drop-down](/.netlify/images?url=_astro%2F14.DLRlndBF.png\&w=1244\&h=706\&dpl=6a3b904fcb23b100084833a2) Click on **Save**. ![Save user assignment to application](/.netlify/images?url=_astro%2F14.DLRlndBF.png\&w=1244\&h=706\&dpl=6a3b904fcb23b100084833a2) 5. ## Upload IdP metadata URL [Section titled “Upload IdP metadata URL”](#upload-idp-metadata-url) On **OneLogin Admin Portal**, click on SSO. Copy the **Issuer URL**. ![Copy Issuer URL on OneLogin Admin Portal](/.netlify/images?url=_astro%2F16.bNMHsUgi.png\&w=2062\&h=1336\&dpl=6a3b904fcb23b100084833a2) Under **Identify Provider Configuration,** select **Configure using Metadata URL,** and paste it under **App Federation Metadata URL** on the **SSO Configuration Portal.** ![Paste Issuer URL on SSO Configuration Portal](/.netlify/images?url=_astro%2F17.xkpppPlL.png\&w=2184\&h=716\&dpl=6a3b904fcb23b100084833a2) 6. ## Test connection [Section titled “Test connection”](#test-connection) Click on **Test Connection.** If everything is done correctly, you will see a **Success** response as shown below. If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. ![Test SSO Configuration](/.netlify/images?url=_astro%2F3.7zjJqSeQ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) 7. ## Enable connection [Section titled “Enable connection”](#enable-connection) Click on **Enable Connection.** This will let all your selected users login to the new application via your **OneLogin Admin Portal** SSO. ![Enable SSO on Onelogin Admin Console](/.netlify/images?url=_astro%2F19.SQJdJ7n1.png\&w=2216\&h=268\&dpl=6a3b904fcb23b100084833a2) With this, we are done configuring your **OneLogin Admin Portal** application for an SSO login setup. --- # DOCUMENT BOUNDARY --- # Ping Identity - OIDC > Learn how to set up OpenID Connect (OIDC) Single Sign-On (SSO) using Ping Identity, with step-by-step instructions for OIDC application setup. This guide walks you through configuring Ping Identity as your OIDC identity provider. You’ll create an OIDC web application, add the redirect URL, provide the required OIDC values in the SSO Configuration Portal, configure user claims, test the connection, and then enable Single Sign-On. 1. ## Create an OIDC App [Section titled “Create an OIDC App”](#create-an-oidc-app) Log in to **Ping Identity Admin Console**. Navigate to **Applications -> Applications**, then click on **+** button to add a new application. ![Ping Identity Applications page with the add application button](/.netlify/images?url=_astro%2Fpingidentity-applications-page-add-application.dhJQhFBZ.png\&w=2916\&h=1394\&dpl=6a3b904fcb23b100084833a2) Once **Add Application** modal opens up, enter suitable **Application Name** and choose **OIDC Web App** as the Application Type. Then click on **Save**. ![Ping Identity Add Application dialog with Application Name entered and OIDC Web App selected](/.netlify/images?url=_astro%2Fpingidentity-create-oidc-web-app.3JUh6u-a.png\&w=2912\&h=1566\&dpl=6a3b904fcb23b100084833a2) 2. ## Configure Redirect URL [Section titled “Configure Redirect URL”](#configure-redirect-url) From the **SSO Configuration Portal**, copy the **Redirect URI** under **Service Provider Details**. ![SSO Configuration Portal showing the Ping Identity OIDC Redirect URI](/.netlify/images?url=_astro%2Fpingidentity-sso-portal-redirect-uri.CalDFd9a.png\&w=1860\&h=406\&dpl=6a3b904fcb23b100084833a2) In Ping Identity, navigate to **Configuration** tab of recently created application and then click the **Edit** icon. ![Ping Identity Configuration tab for the new OIDC app with the edit action highlighted](/.netlify/images?url=_astro%2Fpingidentity-configuration-overview.BEokSwwr.png\&w=2920\&h=1554\&dpl=6a3b904fcb23b100084833a2) Scroll down to **Redirect URIs**, paste the copied URI into **Sign-in redirect URI**, and then click **Save**. ![Ping Identity redirect URI settings with the Sign-in redirect URI field populated](/.netlify/images?url=_astro%2Fpingidentity-redirect-uri-configuration.Cw9TrmOs.png\&w=2906\&h=1518\&dpl=6a3b904fcb23b100084833a2) 3. ## Provide OIDC Configuration [Section titled “Provide OIDC Configuration”](#provide-oidc-configuration) In Ping Identity, navigate to **Overview** tab of recently created application and copy **Client ID**, **Client Secret** and **Issuer ID** (serves as Issuer URL). ![Ping Identity Overview tab showing Client ID, Client Secret, and Issuer ID](/.netlify/images?url=_astro%2Fpingidentity-client-id-client-secret-and-issuer-id.BSdOyfnh.png\&w=2440\&h=1590\&dpl=6a3b904fcb23b100084833a2) Add the above values under **Identity Provider Configuration** in the **SSO Configuration Portal**, then click **Update**. ![SSO Configuration Portal fields for Ping Identity Client ID and Client Secret](/.netlify/images?url=_astro%2Fpingidentity-sso-portal-client-credentials.DW7_uLQM.png\&w=1858\&h=820\&dpl=6a3b904fcb23b100084833a2) ![SSO Configuration Portal showing the Ping Identity Issuer URL after update](/.netlify/images?url=_astro%2Fpingidentity-sso-portal-issuer-url.DvwPv5Tj.png\&w=1854\&h=880\&dpl=6a3b904fcb23b100084833a2) 4. ## Configure Attributes [Section titled “Configure Attributes”](#configure-attributes) Refer to the list of attributes shown on **SSO Configuration Portal**, these need to be added on Ping Identity. ![SSO Configuration Portal attribute mapping section for Ping Identity OIDC](/.netlify/images?url=_astro%2Fpingidentity-sso-portal-required-attributes.iUy6Qq1U.png\&w=1862\&h=850\&dpl=6a3b904fcb23b100084833a2) In Ping Identity, navigate to **Attribute Mappings** tab and click on **Pencil** icon to add attributes. ![PingIdentity Attribute Mappings tab with the edit action](/.netlify/images?url=_astro%2Fpingidentity-attribute-mappings-edit.BNkTESuS.png\&w=2450\&h=1322\&dpl=6a3b904fcb23b100084833a2) Click on **Add** button and add all attributes shown on **SSO Configuration Portal** to Ping Identity and then click **Save**. ![PingIdentity attribute mappings editor showing the required attributes added](/.netlify/images?url=_astro%2Fpingidentity-attribute-mappings-add-attributes.CuQ7V67C.png\&w=2444\&h=1534\&dpl=6a3b904fcb23b100084833a2) Once you have finished the above step, turn on the toggle button to enable the application. ![PingIdentity application toggle enabled after the attribute configuration is complete](/.netlify/images?url=_astro%2Fpingidentity-enable-application-toggle.CW0fdPEB.png\&w=2448\&h=1486\&dpl=6a3b904fcb23b100084833a2) 5. ## Test Connection [Section titled “Test Connection”](#test-connection) In the **SSO Configuration Portal**, click **Test Connection** to verify your configuration. Note If the connection fails, you’ll see an error, the reason for the error, and a way to solve that error right on the screen. 6. ## Enable Single Sign-On [Section titled “Enable Single Sign-On”](#enable-single-sign-on) Once the test succeeds, click **Enable Connection** to allow users in your organization to sign in with Ping Identity OIDC. ![SSO Configuration Portal with Enable Connection button for Ping Identity OIDC](/.netlify/images?url=_astro%2Fpingidentity-enable-connection.CTuGxMJH.png\&w=1868\&h=244\&dpl=6a3b904fcb23b100084833a2) This completes the Ping Identity OIDC SSO setup for your application. --- # DOCUMENT BOUNDARY --- # PingIdentity SAML > Learn how to configure PingIdentity as a SAML identity provider for secure single sign-on (SSO) with your application. This guide walks you through configuring Ping Identity as your SAML identity provider for the application you are onboarding, enabling secure single sign-on for your users. You’ll learn how to set up an enterprise application, configure SAML settings to the host application. By following these steps, your users will be able to seamlessly authenticate using their Ping Identity credentials. 1. ### Create a custom SAML app in PingIdentity [Section titled “Create a custom SAML app in PingIdentity”](#create-a-custom-saml-app-in-pingidentity) Log in to PingOne Admin Console. Select Applications → Applications. ![Custom SAML app](/.netlify/images?url=_astro%2F0-ping-oidentity-saml.DKvasXIK.png\&w=2932\&h=1598\&dpl=6a3b904fcb23b100084833a2) Add a New SAML Application → Click **+ Add Application**. Enter an **Application Name** and select the **SAML Application** as the Application Type. Click **Configure**. ![Naming the custom SAML app](/.netlify/images?url=_astro%2F0.1-ping-identity-saml.8SlRDUdN.png\&w=2940\&h=1658\&dpl=6a3b904fcb23b100084833a2) 2. ### Configure the Service Provider in Ping Identity [Section titled “Configure the Service Provider in Ping Identity”](#configure-the-service-provider-in-ping-identity) Log in to your SSO configuration portal and click on Single Sign-on (SSO) → Ping Identity → SAML 2.0 for the organization you want to configure it for. ![SSO Configuration Portal](/.netlify/images?url=_astro%2F1-ping-identity-saml.CmRZ1XQq.png\&w=1908\&h=1358\&dpl=6a3b904fcb23b100084833a2) Now, copy the following details from the SSO Configuration Portal: * **ACS URL** (Assertion Consumer Service URL) * **SP Entity ID** (Service Provider Entity ID) * **SP Metadata URL** Paste the details copied from your SSO configuration portal into the respective fields under SAML configuration in the Ping Identity dashboard: * Method 1: Import Metadata ![Import Metadata](/.netlify/images?url=_astro%2F1.1-ping-identity-saml.DPlp0S1W.png\&w=1861\&h=1662\&dpl=6a3b904fcb23b100084833a2) * Method 2: Import from URL ![Import from URL](/.netlify/images?url=_astro%2F1.2-ping-identity-saml.tLpFaw23.png\&w=720\&h=708\&dpl=6a3b904fcb23b100084833a2) * Method 3: Manually Enter ![Manually Enter](/.netlify/images?url=_astro%2F1.3-ping-identity-saml.Cko2VJKF.png\&w=1592\&h=1568\&dpl=6a3b904fcb23b100084833a2) 3. ### Configure Attribute mapping & assign users/groups [Section titled “Configure Attribute mapping & assign users/groups”](#configure-attribute-mapping--assign-usersgroups) #### Attribute mapping [Section titled “Attribute mapping”](#attribute-mapping) For the user profile details to be shared with us at the time of user login as part of SAML response payload, SAML Attributes need to be configured in your Identity Provider portal. To ensure seamless login, the below user profile details are needed: * Email Address * First Name * Last Name To configure these attributes, locate **Attribute Mapping** section in the SAML Configuration page in your Identity Provider’s application, and carefully map the attributes with the Attribute names exactly as shown in the below image. ![Attribute Mapping](/.netlify/images?url=_astro%2F2.1-ping-identity-saml.Q0BC4EsB.png\&w=720\&h=711\&dpl=6a3b904fcb23b100084833a2) #### Assign user/group [Section titled “Assign user/group”](#assign-usergroup) To finish the Service Provider section of the SAML configuration, you need to “add” the users who need to access to this application. Find the User/Group assignment section in your Identity Provider application and select and assign all the required users or user groups that need access to this application via Single Sign-on. ![Assign users & groups](/.netlify/images?url=_astro%2F2.2-ping-identity-saml.W6GRXgKp.png\&w=1592\&h=1576\&dpl=6a3b904fcb23b100084833a2) 4. ### Configure Identity Provider in your SSO configuration portal [Section titled “Configure Identity Provider in your SSO configuration portal”](#configure-identity-provider-in-your-sso-configuration-portal) In your SSO configuration portal, navigate to the Identity Provider Configuration section to complete the setup. You can do this in two ways: * Method 1: Enter the Metadata URL and click update. ![Configure using Metadata URL](/.netlify/images?url=_astro%2F3.1-ping-identity-saml.BpvngQ4R.png\&w=2008\&h=656\&dpl=6a3b904fcb23b100084833a2) * Method 2: Configure manually To do so, enter the IdP entity ID, IdP Single Sign-on URL, and upload the x.509 certificate that you downloaded from Ping Identity. Then, click update. ![Configure using Metadata URL](/.netlify/images?url=_astro%2F3.2-ping-identity-saml.DyU6ufJR.png\&w=2006\&h=1220\&dpl=6a3b904fcb23b100084833a2) 5. ### Verify successful connection by simulating SSO upon clicking Test Connection [Section titled “Verify successful connection by simulating SSO upon clicking Test Connection”](#verify-successful-connection-by-simulating-sso-upon-clicking-test-connection) To verify whether the SAML SSO configuration is completed correctly, click on **Test Connection** on the SSO Configuration Portal. If everything is done correctly, you will see a **Success** response as shown below. ![Test Single Sign On](/.netlify/images?url=_astro%2F3.7zjJqSeQ.png\&w=2198\&h=978\&dpl=6a3b904fcb23b100084833a2) If there’s a misconfiguration, our test will identify the errors and will offer you a way to correct the configuration right on the screen. 6. ### Enable your Single Sign-on connection [Section titled “Enable your Single Sign-on connection”](#enable-your-single-sign-on-connection) After you successfully verified that the connection is configured correctly, you can enable the connection to let your users login to this application via Single Sign-on. Click on **Enable Connection**. ![Enable SSO Connection](/.netlify/images?url=_astro%2F4.CY6-zQP7.png\&w=2194\&h=250\&dpl=6a3b904fcb23b100084833a2) With this, we are done configuring Ping Identity SAML for your application for an SSO login setup. --- # DOCUMENT BOUNDARY --- # Shibboleth SAML > A step-by-step guide to setting up Single Sign-On with Shibboleth as the Identity Provider, including creating an enterprise application, configuring SAML, attribute mapping, assigning users, uploading IdP metadata, testing the connection, and enabling SSO. This guide walks you through configuring Shibboleth as your SAML identity provider for the application you are onboarding, enabling secure single sign-on for your users. You’ll learn how to set up a Shibboleth identity provider, configure SAML settings, map user attributes, and connect it to your application. By following these steps, your users will be able to seamlessly authenticate using their Shibboleth credentials. Note This guide is written for Shibboleth Identity Provider (IdP) version 4.0.1. If you need help with the initial Shibboleth IdP setup, please refer to the [official Shibboleth documentation](https://shibboleth.atlassian.net/wiki/spaces/IDP5/overview) and [download Shibboleth version v4.0.1](https://shibboleth.net/downloads/identity-provider/latest4/). While other versions may work similarly, the specific steps and configuration options shown here are for v4.0.1. ## Configure Shibboleth Identity Provider [Section titled “Configure Shibboleth Identity Provider”](#configure-shibboleth-identity-provider) 1. ### Access Shibboleth configuration files [Section titled “Access Shibboleth configuration files”](#access-shibboleth-configuration-files) Navigate to your Shibboleth IdP installation directory. The configuration files are typically located in the `conf/` directory. Key configuration files you’ll need to modify: * `conf/idp.properties` * `conf/relying-party.xml` * `conf/metadata-providers.xml` * `conf/saml-nameid.xml` * `conf/attributes/inetOrgPerson.xml` 2. ### Configure Entity ID [Section titled “Configure Entity ID”](#configure-entity-id) Open the `conf/idp.properties` file and locate the entity ID configuration. The entity ID should be based on your Shibboleth IdP host. ```properties # Example entity ID configuration idp.entityId = https://your-shibboleth-url/idp/shibboleth ``` Copy this entity ID value and paste it into the **Entity ID** field in your SSO Configuration Portal. 3. ### Configure SAML SSO URL [Section titled “Configure SAML SSO URL”](#configure-saml-sso-url) In your Shibboleth metadata file (`metadata/idp-metadata.xml`), locate the `SingleSignOnService` element with HTTP-Redirect binding: ```xml ``` Copy the `Location` attribute value and paste it into the **IdP Single Sign-on URL** field in your SSO Configuration Portal. 4. ### Configure signing options [Section titled “Configure signing options”](#configure-signing-options) In the `conf/idp.properties` file, ensure the following signing configuration: ```properties # When true, the decision to sign assertions is taken from WantAssertionsSigned property of SP metadata. # When false, the decision to sign assertions is taken from the p:signAssertions property of relying-party.xml # true is the default and recommended value. idp.saml.honorWantAssertionsSigned=true ``` In the `conf/relying-party.xml` file, configure the relying party settings: ```xml ``` Replace `ONBOARDED_APP_SP_ENTITY_ID` with your Entity ID from the SSO Configuration Portal. For example: `https://your-app.scalekit.dev/sso/v1/saml/conn_123456789` 5. ### Configure security certificate [Section titled “Configure security certificate”](#configure-security-certificate) In your `metadata/idp-metadata.xml` file, locate the `` elements. Copy the second certificate (front-channel configuration) and paste it into the **Security Certificate** field in your SSO Configuration Portal. ```xml ``` ## Configure Service Provider metadata [Section titled “Configure Service Provider metadata”](#configure-service-provider-metadata) 1. ### Download SP metadata [Section titled “Download SP metadata”](#download-sp-metadata) In your SSO Configuration Portal, save the SSO configuration and click **Download Metadata** to download the Service Provider metadata file. Refer to [Generic SAML](/guides/integrations/sso-integrations/generic-saml) for detailed instructions. 2. ### Configure metadata provider [Section titled “Configure metadata provider”](#configure-metadata-provider) Move the downloaded metadata file to your Shibboleth IdP metadata directory: ```plaintext 1 /opt/shibboleth-idp/metadata/scalekit-metadata.xml ``` 3. ### Update metadata-providers.xml [Section titled “Update metadata-providers.xml”](#update-metadata-providersxml) Open `conf/metadata-providers.xml` and add the following configuration: ```xml 1 10 11 12 md:SPSSODescriptor 13 14 ``` Replace the Entity ID with the value from your SSO Configuration Portal. ## Configure attribute mapping [Section titled “Configure attribute mapping”](#configure-attribute-mapping) 1. ### Configure SAML NameID [Section titled “Configure SAML NameID”](#configure-saml-nameid) Open `conf/saml-nameid.xml` and ensure the following configuration is present in the `` section: ```xml 1 ``` 2. ### Configure user attributes [Section titled “Configure user attributes”](#configure-user-attributes) Open `conf/attributes/inetOrgPerson.xml` and configure the attribute mappings. Ensure the following attributes are properly mapped: ```xml mail SAML2StringTranscoder SAML1StringTranscoder email urn:mace:dir:attribute-def:mail E-mail givenName SAML2StringTranscoder SAML1StringTranscoder givenname urn:mace:dir:attribute-def:givenName Given name sn SAML2StringTranscoder SAML1StringTranscoder surname urn:mace:dir:attribute-def:sn Surname ``` 3. ### Map attributes in SSO Configuration Portal [Section titled “Map attributes in SSO Configuration Portal”](#map-attributes-in-sso-configuration-portal) In your SSO Configuration Portal, ensure the attribute mapping section matches the attributes configured in your Shibboleth IdP: * **Email**: `email` * **First Name**: `givenname` * **Last Name**: `surname` ## Configure Identity Provider in SSO Configuration Portal [Section titled “Configure Identity Provider in SSO Configuration Portal”](#configure-identity-provider-in-sso-configuration-portal) 1. ### Upload IdP metadata URL [Section titled “Upload IdP metadata URL”](#upload-idp-metadata-url) In your SSO Configuration Portal, under **Identity Provider Configuration**, select **Configure using Metadata URL**. Enter your Shibboleth IdP metadata URL: ```plaintext 1 https://your-shibboleth-url/idp/shibboleth ``` 2. ### Test the connection [Section titled “Test the connection”](#test-the-connection) Click **Test Connection** to verify that your Shibboleth IdP is properly configured. If successful, you’ll see a success message. If the connection fails, review the error message and check your configuration settings. 3. ### Enable the connection [Section titled “Enable the connection”](#enable-the-connection) Once the test is successful, click **Enable Connection** to activate the SSO integration. ## Advanced configurations Optional [Section titled “Advanced configurations ”](#advanced-configurations--) Note These advanced configurations are optional and can be implemented based on your security requirements. ### Encrypted assertions [Section titled “Encrypted assertions”](#encrypted-assertions) To enable encrypted assertions, update your `conf/idp.properties`: ```properties 1 # Set to true to make encryption optional 2 idp.encryption.optional = true ``` And in `conf/relying-party.xml`, ensure `p:encryptAssertions="true"` is set. ### SAML signature method [Section titled “SAML signature method”](#saml-signature-method) Shibboleth supports SHA256 and SHA1 algorithms for signing certificates. Configure your preferred algorithm in your certificate generation process. ### IdP-initiated SSO [Section titled “IdP-initiated SSO”](#idp-initiated-sso) To test IdP-initiated SSO, use the following URL format: ```plaintext 1 https://your-shibboleth-url/idp/profile/SAML2/Unsolicited/SSO?providerId=ONBOARDED_APP_SP_ENTITY_ID&target=YOUR_RELAY_STATE_URL ``` Replace `ONBOARDED_APP_SP_ENTITY_ID` with your Entity ID and `YOUR_RELAY_STATE_URL` with your desired redirect URL. ## Restart and test Optional [Section titled “Restart and test ”](#restart-and-test-) 1. #### Restart Shibboleth IdP [Section titled “Restart Shibboleth IdP”](#restart-shibboleth-idp) After making all configuration changes, restart your Shibboleth IdP service to apply the changes. 2. #### Test authentication [Section titled “Test authentication”](#test-authentication) Navigate to your application and attempt to sign in using SSO. You should be redirected to your Shibboleth IdP login page. 3. #### Verify user attributes [Section titled “Verify user attributes”](#verify-user-attributes) After successful authentication, verify that user attributes are properly mapped and displayed in your application. With this configuration, your Shibboleth IdP is now integrated with your application, enabling secure single sign-on for your users. Users can authenticate using their Shibboleth credentials and access your application seamlessly. --- # DOCUMENT BOUNDARY --- # SCIM integrations > Step by Step guide to provisioning over own SCIM implementation SCIM (System for Cross-domain Identity Management) is a standardized protocol for automating user provisioning between identity providers and applications. This section provides guides for setting up SCIM integration with various identity providers. Choose your identity provider from the guides below to get started with SCIM integration: ### Microsoft Entra ID (Azure AD) Automate user provisioning with Microsoft Entra ID [Know more →](/guides/integrations/scim-integrations/azure-scim) ### Okta Automate user provisioning with Okta [Know more →](/guides/integrations/scim-integrations/okta-scim) ![OneLogin logo](/assets/logos/onelogin.svg) ### OneLogin Automate user provisioning with OneLogin [Know more →](/guides/integrations/scim-integrations/onelogin) ![JumpCloud logo](/assets/logos/jumpcloud.png) ### JumpCloud Automate user provisioning with JumpCloud [Know more →](/guides/integrations/scim-integrations/jumpcloud) ### Google Workspace Automate user provisioning with Google Workspace [Know more →](/guides/integrations/scim-integrations/google-dir-sync/) ![PingIdentity logo](/assets/logos/pingidentity.png) ### PingIdentity Automate user provisioning with PingIdentity [Know more →](/guides/integrations/scim-integrations/pingidentity-scim) ### Generic SCIM Configure SCIM provisioning with any SCIM-compliant identity provider [Know more →](/guides/integrations/scim-integrations/generic-scim) --- # DOCUMENT BOUNDARY --- # Microsoft Azure AD > Integrate Microsoft Entra ID with the host application for seamless user management This guide helps administrators sync their EntraID directory with an application they want to onboard to their organization. Integrating your application with Entra ID automates user management tasks and ensures access rights stay up-to-date. This registration sets up the following: 1. **Endpoint**: This is the URL where EntraID sends requests to the onboarded app, acting as a communication point between them. 2. **Bearer Token**: Used by EntraID to authenticate its requests to the endpoint, ensuring security and authorization. These components enable seamless synchronization between your application and the EntraID directory. 1. ## Create an endpoint and API token [Section titled “Create an endpoint and API token”](#create-an-endpoint-and-api-token) Select the “SCIM Provisioning” tab to display a list of Directory Providers. Choose “Entra ID” as your Directory Provider. If the Admin Portal is not accessible from the app, request instructions from the app owner. ![Setting up Directory Sync in the admin portal of an app being onboarded: Entra ID selected as the provider, awaiting configuration](/.netlify/images?url=_astro%2F1.CQS3bBUE.png\&w=3024\&h=1728\&dpl=6a3b904fcb23b100084833a2) Click “Configure” after selecting “EntraID” to generate an Endpoint URL and Bearer token for your organization, allowing the app to listen to events and maintain synchronization. ![Endpoint URL and Bearer token for your organization.](/.netlify/images?url=_astro%2F00-2.D96-Qheg.png\&w=2546\&h=1252\&dpl=6a3b904fcb23b100084833a2) 2. ## Add a new application in Entra ID [Section titled “Add a new application in Entra ID”](#add-a-new-application-in-entra-id) To send user-related updates to the app you want to onboard, create a new app in Microsoft Entra ID. Go to the Microsoft Azure portal and select “Microsoft Entra ID”. ![Microsoft Entra ID in the Azure portal.](/.netlify/images?url=_astro%2F01.CeRcx4O1.png\&w=3444\&h=1490\&dpl=6a3b904fcb23b100084833a2) In the “Manage > Enterprise applications” tab, click ”+ New application”. ![Adding a new application in Microsoft Entra ID.](/.netlify/images?url=_astro%2F02.dya-ABTH.png\&w=3428\&h=1388\&dpl=6a3b904fcb23b100084833a2) Click ”+ Create your own application” in the modal that opens on the right. ![Creating a new application in Microsoft Entra ID.](/.netlify/images?url=_astro%2F03.XR0kXsrp.png\&w=3444\&h=1962\&dpl=6a3b904fcb23b100084833a2) Name the app you want to onboard (e.g., “Hero SaaS”) and click “Create”, leaving other defaults as-is. ![Creating a new application in Microsoft Entra ID.](/.netlify/images?url=_astro%2F04.C1s6LF6_.png\&w=3442\&h=1662\&dpl=6a3b904fcb23b100084833a2) 3. ## Configure provisioning settings [Section titled “Configure provisioning settings”](#configure-provisioning-settings) In the created application go to “Manage → Provisioning” ![Open a provisioning tab from created application](/.netlify/images?url=_astro%2F04.C1s6LF6_.png\&w=3442\&h=1662\&dpl=6a3b904fcb23b100084833a2) In the “Hero SaaS” app’s overview, select “Manage > Provisioning” from the left sidebar. ![Configuring provisioning for the "Hero SaaS" app.](/.netlify/images?url=_astro%2F05.apLN7m-U.png\&w=3024\&h=1186\&dpl=6a3b904fcb23b100084833a2) Set the Provisioning Mode to “Automatic”. In the Admin Credentials section, set: * Tenant URL: *Endpoint* * Secret Token: *Bearer Token generated previously* ![Setup Provisioning Mode and Admin Credentials.](/.netlify/images?url=_astro%2F06.CypNkJ9c.png\&w=3020\&h=1236\&dpl=6a3b904fcb23b100084833a2) Once the credentials are configured, Test your connection and click “Save”. In the Mappings section, click “Provision Microsoft Entra ID Users” and toggle “Enabled” to “Yes”. ![Making sure the "Provision Microsoft Entra ID Users" is enabled.](/.netlify/images?url=_astro%2F07.CFwmk-YB.png\&w=3022\&h=1426\&dpl=6a3b904fcb23b100084833a2) ![Making sure the "Provision Microsoft Entra ID Users" is enabled.](/.netlify/images?url=_astro%2F08.rxOhmgro.png\&w=3442\&h=1634\&dpl=6a3b904fcb23b100084833a2) Close the modal and reload the page for changes to take effect. Go to “Overview > Manage > Provisioning” and ensure “Provisioning Status” is toggled “On”. ![Making sure the "Provisioning Status" is toggled "On".](/.netlify/images?url=_astro%2F010.DaG4ASiO.png\&w=3020\&h=1282\&dpl=6a3b904fcb23b100084833a2) Entra ID is now set up to send events to Hero SaaS when users are added or removed. 4. ## Map custom attributes (optional) [Section titled “Map custom attributes (optional)”](#map-custom-attributes-optional) By default, Entra ID syncs standard attributes such as email, first name, last name, and display name. To sync a custom attribute (for example, a department code or employee ID), you must map it explicitly in the provisioning configuration. In your app’s **Provisioning** settings, click **Edit attribute mappings** under the **Mappings** section. At the bottom of the page, select **Show advanced options**, then click **Edit attribute list for \[app name]**. Add the custom target attribute as a new SCIM extension schema field (for example, `urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:employeeNumber`). This ensures the attribute exists for mapping. In the attribute mapping list, click **Add new mapping** at the bottom. Configure the mapping: * **Mapping type**: Select **Direct**. * **Source attribute**: Select the Entra ID attribute that contains the value you want to sync (for example, `employeeId` or a custom extension attribute like `extension__`). * **Target attribute**: Select or type the matching SCIM attribute name as configured in Scalekit (for example, `urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:employeeNumber`). Click **Ok**, then save the provisioning configuration. Note Custom extension attributes in Entra ID follow the naming pattern `extension__`, where `` is the Application (client) ID from your Entra app registration. You can find the Application (client) ID in the Entra ID portal under **App registrations > Your app > Application (client) ID**. Entra-synced on-prem Active Directory extension attributes appear in this same format (for example, `extension__employeeNumber`). Entra ID takes up to 40 minutes for attribute changes to propagate to the application during a sync cycle. To test immediately, use **Provision on demand**. 5. ## Assign User and Group [Section titled “Assign User and Group”](#assign-user-and-group) In the created application, go to “Users and groups” and click ”+ Add user/group” ![Go to Users and Groups tab for assign a user](/.netlify/images?url=_astro%2F022.CphZwAWR.png\&w=1440\&h=500\&dpl=6a3b904fcb23b100084833a2) Click the button under the “Users and Groups”. In the menu, select the users and groups that you want to add to the SCIM application, and click “Select”. ![Assign users to application](/.netlify/images?url=_astro%2F023.CITSkxnj.png\&w=1440\&h=782\&dpl=6a3b904fcb23b100084833a2) Once the users are selected, the “Assign” button is automatically enabled. Click “Assign”. 6. ## Test user and group provisioning [Section titled “Test user and group provisioning”](#test-user-and-group-provisioning) In the Hero SaaS Application, go to “Provision on demand”. Input a user name from your user list and click “Provision”. ![Provisioning a user/group on demand.](/.netlify/images?url=_astro%2F020.BVzVczj2.png\&w=3006\&h=1050\&dpl=6a3b904fcb23b100084833a2) Once provisioned, the user should appear in the admin portal, showing how many users have access to the Hero SaaS app. ![Group (Admins) provisioned in the admin portal.](/.netlify/images?url=_astro%2F013.rUdzM7KU.png\&w=2520\&h=1124\&dpl=6a3b904fcb23b100084833a2) Note Provisioning or deprovisioning users can be done from “Manage > User and groups > Add user/group”. [Entra ID takes up to 40 minutes](https://learn.microsoft.com/en-us/entra/identity/app-provisioning/use-scim-to-provision-users-and-groups#getting-started:~:text=Once%20connected%2C%20Microsoft%20Entra%20ID%20runs%20a%20synchronization%20process.%20The%20process%20runs%20every%2040%20minutes.%20The%20process%20queries%20the%20application%27s%20SCIM%20endpoint%20for%20assigned%20users%20and%20groups%2C%20and%20creates%20or%20modifies%20them%20according%20to%20the%20assignment%20details.) for the changes to propagate to the application. --- # DOCUMENT BOUNDARY --- # Generic SCIM > Learn how to configure a generic SCIM identity provider for automated user provisioning and management with your application. This guide walks you through configuring a generic SCIM identity provider for your application, enabling automated user provisioning and management for your users. You’ll learn how to set up SCIM integration, configure endpoint credentials, assign users and groups, and map roles. 1. ## Directory details [Section titled “Directory details”](#directory-details) Open the Admin Portal from the app being onboarded and select the “SCIM Provisioning” tab. A list of Directory Providers will be displayed. Choose “Custom Provider” as your Directory Provider. If the Admin Portal is not accessible from the app, request instructions from the app owner. After selecting “Custom Provider,” click “Configure.” This action will generate an Endpoint URL and Bearer token for your organization, allowing the app to listen to events and maintain synchronization with your organization. Copy and paste the **Endpoint URL** and the **Bearer Token** into your Custom Provider. Use the copy icons next to each field to copy the credentials. Important Make sure to copy your new bearer token now. You won’t be able to see it again. 2. ## Configure SCIM application in your identity provider [Section titled “Configure SCIM application in your identity provider”](#configure-scim-application-in-your-identity-provider) Log in to your identity provider’s admin dashboard and navigate to the Applications or Integrations section. Create a new SCIM application or integration. Select SCIM 2.0 as the provisioning protocol. Enter the **Endpoint URL** and **Bearer Token** you copied from the SCIM Configuration Portal into the appropriate fields in your identity provider. This typically includes: * SCIM 2.0 Base URL (paste the Endpoint URL) * OAuth Bearer Token or API Token (paste the Bearer Token) Test the API credentials if your identity provider provides this option to verify the connection. 3. ## Assign users and groups [Section titled “Assign users and groups”](#assign-users-and-groups) Assign appropriate users and groups you wish to provision with your application in your Custom Provider account. Complete the provisioning setup and assign users or groups according to your identity provider’s interface. This typically involves: * Navigating to the Assignments or Users section * Selecting individual users or groups to provision * Configuring any user attribute mappings if required After assigning users and groups, your identity provider will begin sending provisioning requests to your application’s SCIM endpoint. 4. ## Group based role assignment [Section titled “Group based role assignment”](#group-based-role-assignment) Map directory groups to your application’s roles. Users without an explicit role assignment will be assigned the default Administrator role. In the SCIM Configuration Portal, navigate to the Group Based Role Assignment section. Once groups are synced from your directory, you can map each directory group to a specific role in your application. This allows you to automatically assign roles to users based on their group membership in your identity provider, ensuring users receive the appropriate permissions when they are provisioned. 5. ## Verify successful connection [Section titled “Verify successful connection”](#verify-successful-connection) After completing these steps, verify that the users and groups are successfully synced by visiting the Users and Groups tabs in the Admin Portal. You can also check the Events tab to monitor provisioning activities and ensure that user creation, updates, and deactivations are being processed correctly. With this, we are done configuring your application for SCIM-based user provisioning with a generic SCIM identity provider. --- # DOCUMENT BOUNDARY --- # Google Workspace Directory > Integrate Google Workspace with the host application for seamless user management This guide helps administrators sync their Google Workspace directory with an application they want to onboard to their organization. Integrating your application with Google Workspace automates user management tasks and ensures access rights stay up-to-date. 1. ## Access the directory configuration screen [Section titled “Access the directory configuration screen”](#access-the-directory-configuration-screen) Navigate to the Admin Portal of your application and select the “SCIM Provisioning” tab. You’ll see a list of available directory providers. ![Directory Sync configuration screen with various provider options.](/.netlify/images?url=_astro%2F1.CQS3bBUE.png\&w=3024\&h=1728\&dpl=6a3b904fcb23b100084833a2) 2. ## Select Google Workspace [Section titled “Select Google Workspace”](#select-google-workspace) From the list of directory providers, locate and click on “Google Workspace”. ![Select Google Workspace from the available directory providers.](/.netlify/images?url=_astro%2F2.TXVFof2w.png\&w=1210\&h=691\&dpl=6a3b904fcb23b100084833a2) 3. ## Begin configuration [Section titled “Begin configuration”](#begin-configuration) Click on the “Configure” button to start setting up the Google Workspace integration. ![Click Configure to begin setting up the Google Workspace integration.](/.netlify/images?url=_astro%2F3.BGFAlsuv.png\&w=1210\&h=691\&dpl=6a3b904fcb23b100084833a2) 4. ## Authorize Google Workspace [Section titled “Authorize Google Workspace”](#authorize-google-workspace) To establish the connection, you need to authorize access to your Google Workspace directory. Click on “Authorize Google Workspace”. ![Click Authorize Google Workspace to begin the authorization process.](/.netlify/images?url=_astro%2F5.CZhTpbxq.png\&w=1210\&h=691\&dpl=6a3b904fcb23b100084833a2) 5. ## Sign in with Google admin account [Section titled “Sign in with Google admin account”](#sign-in-with-google-admin-account) You’ll be redirected to Google’s authentication page. Sign in with your Google Workspace administrator account. If you’re already signed in with multiple accounts, select “Use another account” to ensure you’re using your administrator account. ![Select "Use another account" if you need to sign in with a different Google account.](/.netlify/images?url=_astro%2F6.C5VuSPZB.png\&w=1279\&h=731\&dpl=6a3b904fcb23b100084833a2) 6. ## Enter administrator credentials [Section titled “Enter administrator credentials”](#enter-administrator-credentials) Enter your Google Workspace administrator email address and password when prompted. ![Enter your Google Workspace administrator email address.](/.netlify/images?url=_astro%2F7.kWm28OYJ.png\&w=1210\&h=691\&dpl=6a3b904fcb23b100084833a2) 7. ## Grant required permissions [Section titled “Grant required permissions”](#grant-required-permissions) When prompted, review and confirm the permissions requested by the application. These permissions allow the application to read user and group information from your Google Workspace directory. ![Review the requested permissions for directory access.](/.netlify/images?url=_astro%2F16.S_AvrKMH.png\&w=1210\&h=691\&dpl=6a3b904fcb23b100084833a2) Click “Continue” to grant the necessary permissions. ![Click Continue to grant directory access permissions.](/.netlify/images?url=_astro%2F19.BQerPaAG.png\&w=1210\&h=691\&dpl=6a3b904fcb23b100084833a2) 8. ## Select groups to sync [Section titled “Select groups to sync”](#select-groups-to-sync) After authorization, you’ll see the groups available in your Google Workspace directory. Select the groups you want to synchronize with your application. ![Select which Google Workspace groups you want to sync with your application.](/.netlify/images?url=_astro%2F21.CdFRFUIj.png\&w=1424\&h=814\&dpl=6a3b904fcb23b100084833a2) 9. ## Map IdP groups to application roles [Section titled “Map IdP groups to application roles”](#map-idp-groups-to-application-roles) Map IdP groups to application roles to control access to your application. This needs to be enabled by the host application. ![Map IdP groups to application roles to control access to your application.](/.netlify/images?url=_astro%2F22-5.DCQq23rD.png\&w=2150\&h=1560\&dpl=6a3b904fcb23b100084833a2) 10. ## Enable directory sync [Section titled “Enable directory sync”](#enable-directory-sync) After selecting your groups, click “Enable Sync” to activate the integration. ![Click Enable Sync to start synchronizing users and groups from Google Workspace.](/.netlify/images?url=_astro%2F26.Br2FdDGh.png\&w=1210\&h=691\&dpl=6a3b904fcb23b100084833a2) Note If you encounter issues during synchronization: 1. **Authorization errors**: Ensure you have sufficient privileges to authorize us to access your users and groups information from your Google Workspace directory. 2. **Missing users/groups**: We automatically fetch latest users and groups from Google Workspace directory once every hour. If you would like to trigger a sync manually, use the “Sync Now” button in the Actions menu. --- # DOCUMENT BOUNDARY --- # JumpCloud Directory > Learn how to sync your JumpCloud directory with your application for automated user provisioning and management using SCIM. This guide helps administrators sync their JumpCloud directory with an application they want to onboard to their organization. Integrating your application with JumpCloud automates user management tasks and ensures access rights stay up-to-date. This registration sets up the following: 1. **Endpoint**: This is the URL where JumpCloud sends requests to the onboarded app, acting as a communication point between them. 2. **Bearer Token**: Used by JumpCloud to authenticate its requests to the endpoint, ensuring security and authorization. These components enable seamless synchronization between your application and the JumpCloud directory. 1. ## Create an endpoint and API token [Section titled “Create an endpoint and API token”](#create-an-endpoint-and-api-token) Open the Admin Portal and select the “SCIM Provisioning” tab. A list of Directory Providers will be displayed. Choose “JumpCloud” as your Directory Provider. If the Admin Portal is not accessible from the app, request instructions from the app owner. ![SCIM Provisioning Setup](/.netlify/images?url=_astro%2F1-select-jumpcloud.C4cBWmOg.png\&w=1996\&h=1090\&dpl=6a3b904fcb23b100084833a2) ![SCIM Provisioning Setup](/.netlify/images?url=_astro%2F1-2-scimconfigs.Bw-b_DTR.png\&w=2010\&h=1466\&dpl=6a3b904fcb23b100084833a2) This action will generate an Endpoint URL and Bearer token for your organization, allowing the app to listen to events and maintain synchronization with your organization. 2. ## Add a new application in JumpCloud [Section titled “Add a new application in JumpCloud”](#add-a-new-application-in-jumpcloud) Go to the JumpCloud Admin Portal > SSO Applications and click on ”+ Add New Application.” ![Add New Application](/.netlify/images?url=_astro%2F2-add-new-app.D7dDnWjE.png\&w=1440\&h=542\&dpl=6a3b904fcb23b100084833a2) Create a custom application by trying to do an non-existent application search. ![Application Selection](/.netlify/images?url=_astro%2F3-custom-integration.Eh3vJT8o.png\&w=3024\&h=1140\&dpl=6a3b904fcb23b100084833a2) Click “Next” and choose the features you would like to enable. Since your application wants to provision new users and user updates from JumpCloud, select “Export users to this app (Identity Management)” ![Feature Selection](/.netlify/images?url=_astro%2F4-export-users.DqnxmZx6.png\&w=3008\&h=1708\&dpl=6a3b904fcb23b100084833a2) Finally, enter the general info such as display name (this example uses “YourApp”) and click “Save Application” ![Successful addition](/.netlify/images?url=_astro%2F5-success-app-creation.QNOKo7Pu.png\&w=3022\&h=1712\&dpl=6a3b904fcb23b100084833a2) 3. ## Configure provisioning settings [Section titled “Configure provisioning settings”](#configure-provisioning-settings) Click on “Configure Application” and proceed to configure the application settings. This opens a modal with “Identity Management” selected. Enter the Endpoint URL and Bearer Token provided in the Step 1. ![Configure Application Settings](/.netlify/images?url=_astro%2F6-scim-config-page.iPFOiYMx.png\&w=2544\&h=1718\&dpl=6a3b904fcb23b100084833a2) 4. ## Configure group management [Section titled “Configure group management”](#configure-group-management) JumpCloud uses groups as the primary way provision users to your application. ![Provisioning Settings](/.netlify/images?url=_astro%2F7-group-management.Bx7mLD3r.png\&w=2542\&h=1716\&dpl=6a3b904fcb23b100084833a2) Click “Activate”. 5. ## Assign users and groups [Section titled “Assign users and groups”](#assign-users-and-groups) To assign groups and users to the newly integrated application: ![User Assignment](/.netlify/images?url=_astro%2F8-group-assigned.C4iBMJHM.png\&w=2548\&h=1704\&dpl=6a3b904fcb23b100084833a2) 1. Navigate to “User Groups” from the top navigation panel. 2. If required, create a new group under “User Management” → “User Groups”. 3. Add users to the group. If no users exist, create them under “User Management” → “Users”. 4. Select the group to be assigned to the application and click “Save”. 5. Confirm the newly created group is assigned to the application. Tip Make sure to organize your users into groups for easier management and assignment of permissions. 6. ## Group based Role Assignment Configuration [Section titled “Group based Role Assignment Configuration”](#group-based-role-assignment-configuration) To automatically assign roles to users based on their group membership, configure appropriate group to role mapping in the SCIM Configuration Portal. 7. ## Verify successful connection [Section titled “Verify successful connection”](#verify-successful-connection) After completing these steps, verify that the users and groups are successfully synced by visiting Users and Groups tab in the Admin Portal. ![Verification Process](/.netlify/images?url=_astro%2F9-synced-user.txzrA8bK.png\&w=1982\&h=1668\&dpl=6a3b904fcb23b100084833a2) Note When an group is disassociated from an app in JumpCloud (“YourApp”), JumpCloud sends an group update event that unassigns all the group users to your app. However, the group association is not removed automatically. --- # DOCUMENT BOUNDARY --- # Okta Directory > Learn how to sync your Okta Directory with your application for automated user provisioning and management using SCIM. This guide is designed to help administrators seamlessly sync their Okta Directory with an application they want to onboard to their organization. By integrating your application with Okta, you can automate user management tasks and ensure that access rights are consistently up-to-date. This registration sets up the following: 1. **Endpoint**: This is the URL where Okta will send requests to the app you are onboarding. It acts as a communication point between Okta and your application. 2. **Bearer Token**: This token is used by Okta to authenticate its requests to the endpoint. It ensures that the requests are secure and authorized. By setting up these components, you enable seamless synchronization between your application and the Okta directory. 1. ## Create an endpoint and API token [Section titled “Create an endpoint and API token”](#create-an-endpoint-and-api-token) Open the Admin Portal from the app being onboarded and select the “SCIM Provisioning” tab. A list of Directory Providers will be displayed. Choose “Okta” as your Directory Provider. If the Admin Portal is not accessible from the app, request instructions from the app owner. ![Okta SCIM](/.netlify/images?url=_astro%2F0.DMVGZBR9.png\&w=1436\&h=710\&dpl=6a3b904fcb23b100084833a2) ![Okta directory sync setup: Endpoint URL and one-time visible bearer token provided.](/.netlify/images?url=_astro%2F5.BDN_v6Vw.png\&w=1834\&h=716\&dpl=6a3b904fcb23b100084833a2) After selecting “Okta,” click “Configure.” This action will generate an Endpoint URL and Bearer token for your organization, allowing the app to listen to events and maintain synchronization with your organization. 2. ## Add a new application in Okta [Section titled “Add a new application in Okta”](#add-a-new-application-in-okta) Log in to the Okta admin dashboard and navigate to “Applications” in the main menu. ![Okta app catalog: SCIM 2.0 Test App integration options displayed.](/.netlify/images?url=_astro%2F1-scim-search.CCyBpUkD.png\&w=3092\&h=1945\&dpl=6a3b904fcb23b100084833a2) If you haven’t previously created a SCIM application in Okta, select “Browse App Catalog.” Otherwise, choose it from your existing list of applications. In the Okta Application dashboard, search for “SCIM 2.0 Test App (OAuth Bearer Token)” and select the corresponding result. Click “Add Integration” on the subsequent page. ![Adding SCIM 2.0 Test App integration in Okta for app being onboarded](/.netlify/images?url=_astro%2F2.Cq-a3UX9.png\&w=3024\&h=1893\&dpl=6a3b904fcb23b100084833a2) Provide a descriptive name for the app, then proceed by clicking “Next.” ![Naming the app 'Hero SaaS' during SCIM 2.0 Test App integration in Okta.](/.netlify/images?url=_astro%2F3.Dd-07UK_.png\&w=3018\&h=1888\&dpl=6a3b904fcb23b100084833a2) The default configuration is typically sufficient for most applications. However, if your directory requires additional settings, such as Attribute Statements, configure these on the Sign-On Options page. Complete the application creation process by clicking “Done.” 3. ## Enable sending and receiving events in provisioning settings [Section titled “Enable sending and receiving events in provisioning settings”](#enable-sending-and-receiving-events-in-provisioning-settings) In your application’s Enterprise Okta admin panel, navigate to the “Provisioning” tab and select “Configure API Integration.” ![Enabling API Integration in Okta for app being onboarded.](/.netlify/images?url=_astro%2F4.B7EGyeQ-.png\&w=3104\&h=1968\&dpl=6a3b904fcb23b100084833a2) Copy the Endpoint URL and Bearer Token from your Admin Portal and paste them into the *SCIM 2.0 Base URL* field and *OAuth Bearer Token* field, respectively. Verify the configuration by clicking “Test API Credentials,” then save the settings. ![Verifying SCIM credentials for Hero SaaS integration in Okta](/.netlify/images?url=_astro%2F6.CaukcGaU.png\&w=3018\&h=1888\&dpl=6a3b904fcb23b100084833a2) Give provisioning permissions to the API integration. This is necessary to allow Okta to send and receive events to the app. Upon successful configuration, the Provisioning tab will display a new set of options. These options will be utilized to complete the provisioning process for your application. ![Saving verified SCIM API integration settings for Hero SaaS in Okta](/.netlify/images?url=_astro%2F7.0a3Wq58T.png\&w=3018\&h=1895\&dpl=6a3b904fcb23b100084833a2) 4. ## Configure provisioning options [Section titled “Configure provisioning options”](#configure-provisioning-options) In the “To App” navigation section, enable the following options: * Create Users * Update User Attributes * Deactivate Users ![Granting provisioning permissions to Hero SaaS app in Okta SCIM integration](/.netlify/images?url=_astro%2F4.1.BXM3aqPb.png\&w=3022\&h=1888\&dpl=6a3b904fcb23b100084833a2) After enabling these options, click “Save” to apply the changes. These settings allow Okta to perform user provisioning actions in your application, including creating new user accounts, updating existing user information, and deactivating user accounts when necessary. 5. ## Assign users and groups [Section titled “Assign users and groups”](#assign-users-and-groups) ![Assigning users to Hero SaaS in Okta: Options to assign to individuals or groups](/.netlify/images?url=_astro%2F10.FoKsuCaF.png\&w=3022\&h=1894\&dpl=6a3b904fcb23b100084833a2) To assign users to the SAML Application: 1. Navigate to the “Assignments” tab. 2. From the “Assign” dropdown, select “Assign to People.” 3. Choose the users you want to provision and click “Assign.” 4. A form will open for each user. Review and populate the user’s metadata fields. 5. Scroll to the bottom and click “Save and Go Back.” 6. Repeat this process for all users, then select “Done.” ![Assigning users to Hero SaaS in Okta: Selecting individuals for access](/.netlify/images?url=_astro%2F12.Cf66BaYw.png\&w=3022\&h=1893\&dpl=6a3b904fcb23b100084833a2) Assigning groups does not sync group membership Adding groups under the **Assignments** tab grants their members access to the application. It does **not** push group structures to the application via SCIM — to sync group membership and enable group-based role assignment, complete **Step 6: Push groups**. 6. ## Push groups and sync group membership [Section titled “Push groups and sync group membership”](#push-groups-and-sync-group-membership) To push groups and sync group membership: 1. Navigate to the “Push Groups” tab. 2. From the “Push Groups” dropdown, select “Find groups by name.” 3. Search for and select the group you want to push. 4. Ensure the “Push Immediately” box is checked. 5. Click “Save.” ![Pushing group memberships to SCIM 2.0 Test App: Configuring the 'Avengers' group in Okta](/.netlify/images?url=_astro%2F15.7COWTi0T.png\&w=3024\&h=1888\&dpl=6a3b904fcb23b100084833a2) IMPORTANT For accurate group membership synchronization, ensure that the same groups are not configured for push groups and group assignments. If the same groups are configured in both assignments and push groups, manual group pushes may be required for accurate membership reflection.\ [Okta documentation](https://help.okta.com/en-us/content/topics/users-groups-profiles/app-assignments-group-push.htm) 7. ## Group based Role Assignment Configuration [Section titled “Group based Role Assignment Configuration”](#group-based-role-assignment-configuration) To automatically assign roles to users based on their group membership, configure appropriate group to role mapping in the SCIM Configuration Portal. ![Pushing group memberships to SCIM 2.0 Test App: Configuring the 'Avengers' group in Okta](/.netlify/images?url=_astro%2Fgbra.BsEwopaT.png\&w=2030\&h=1168\&dpl=6a3b904fcb23b100084833a2) 8. ## Verify successful connection [Section titled “Verify successful connection”](#verify-successful-connection) After completing these steps, verify that the users and groups are successfully synced by visiting Users and Groups tab in the Admin Portal. ![Verification Process](/.netlify/images?url=_astro%2Fverify.C34VXqG5.png\&w=1864\&h=1482\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # OneLogin Directory > Learn how to sync your OneLogin directory with your application for automated user provisioning and management using SCIM. This guide helps administrators sync their OneLogin directory with an application they want to onboard. Integrating your application with OneLogin automates user management tasks and keeps access rights up-to-date. Setting up the integration involves: 1. **Endpoint**: The URL where OneLogin sends requests to your application, enabling communication between them. 2. **Bearer Token**: A token OneLogin uses to authenticate its requests to the endpoint, ensuring security and authorization. By setting up these components, you enable seamless synchronization between your application and the OneLogin directory. 1. ## Create an endpoint and API token [Section titled “Create an endpoint and API token”](#create-an-endpoint-and-api-token) Open the SCIM configuration portal and select the **SCIM Provisioning** tab. Choose **OneLogin** as your Directory Provider and click on **Configure**. ![Setting up Directory Sync in the admin portal of an app being onboarded: OneLogin selected as the provider, awaiting configuration](/.netlify/images?url=_astro%2F0-1.D3xuY6YO.png\&w=2268\&h=1248\&dpl=6a3b904fcb23b100084833a2) 2. ## Add a new application in OneLogin [Section titled “Add a new application in OneLogin”](#add-a-new-application-in-onelogin) Open OneLogin’s **Administration** portal. Click **Applications** from the top navigation panel. ![OneLogin Administration Applications](/.netlify/images?url=_astro%2F2.CIZ3WlOD.png\&w=3024\&h=1964\&dpl=6a3b904fcb23b100084833a2) Click **Add App** to add a new application. ![The OneLogin Applications page displays a list of apps with options to download JSON or add a new app.](/.netlify/images?url=_astro%2F3.C0ajCMDJ.png\&w=3016\&h=1034\&dpl=6a3b904fcb23b100084833a2) Search for **SCIM with SAML (SCIM v2 Enterprise)** and select it. ![OneLogin application search results for SCIM Provisioner with SAML displaying SCIM v2 Enterprise option.](/.netlify/images?url=_astro%2F4.4SYApMxX.png\&w=3022\&h=784\&dpl=6a3b904fcb23b100084833a2) Give a suitable app name(e.g., **Hero SaaS App**) and then click **Save**. ![Configuring the portal settings for the application in OneLogin, including display name and icon options.](/.netlify/images?url=_astro%2F5.DUZ4kYAe.png\&w=3112\&h=1718\&dpl=6a3b904fcb23b100084833a2) Go to the **SCIM configuration portal** and copy the **Endpoint URL** and **Bearer Token** for the SCIM integration. ![OneLogin directory sync setup: Endpoint URL and one-time visible bearer token provided](/.netlify/images?url=_astro%2F0-2.0GTrlug7.png\&w=2258\&h=1012\&dpl=6a3b904fcb23b100084833a2) On OneLogin, go to the **Configuration** tab in the left navigation panel. Add the above copied values in the **SCIM Base URL** and **SCIM Bearer Token** fields. Then click the **Enable** button. ![Configure credentials in the OneLogin dashboard.](/.netlify/images?url=_astro%2F20.CGDipbFD.png\&w=3024\&h=1632\&dpl=6a3b904fcb23b100084833a2) Go to the **Provisioning** tab, enable provisioning, and click **Save**. ![Setting up provisioning workflow for SCIM Provisioner with SAML in OneLogin, including options for user creation, deletion, and suspension actions.](/.netlify/images?url=_astro%2F21.DRqvHKMS.png\&w=3109\&h=1708\&dpl=6a3b904fcb23b100084833a2) 3. ## Provision users [Section titled “Provision users”](#provision-users) Go to **Users** and click on a user you want to provision. ![OneLogin Users dashboard displaying user information, including roles, last login time, and account status.](/.netlify/images?url=_astro%2F7.B8xRGSP6.png\&w=2972\&h=1542\&dpl=6a3b904fcb23b100084833a2) Note You can create a new user for testing. Ensure users have a **username** property, which will be treated as a unique identifier in SCIM implementations. Using an email address as the username is also allowed. Go to the **Applications** tab from the left navigation bar, click **+**, and assign the recently created application. Click **Continue**. ![Assigning a new login to a user in OneLogin](/.netlify/images?url=_astro%2F8.Bd38Ai2c.png\&w=2998\&h=886\&dpl=6a3b904fcb23b100084833a2) The user provisioning action will remain in pending state for the application. Click on **Pending**. ![Provision user to SCIM application.](/.netlify/images?url=_astro%2F22.hQWiw3ly.png\&w=3024\&h=1104\&dpl=6a3b904fcb23b100084833a2) In the new modal, click on **Approve** to approve provisioning of the user in the application. ![OneLogin user provisioning dialog for creating Kitty Flake in Hero SaaS App, with options to approve or skip the action.](/.netlify/images?url=_astro%2F23.pzvGm59K.png\&w=3024\&h=854\&dpl=6a3b904fcb23b100084833a2) The status should change to **Provisioned** within a few seconds. ![OneLogin user profile for Kitty Flake displaying assigned applications, with Hero SaaS App provisioned and admin-configured.](/.netlify/images?url=_astro%2F10.Dmb1ISv9.png\&w=2972\&h=966\&dpl=6a3b904fcb23b100084833a2) 4. ## Configure group provisioning [Section titled “Configure group provisioning”](#configure-group-provisioning) From the top navigation, click on **Users** and select **Roles** from the dropdown. ![Navigate to roles tab.](/.netlify/images?url=_astro%2F24.9wmN1XaG.png\&w=2178\&h=1140\&dpl=6a3b904fcb23b100084833a2) Click on **New Role**. ![Create new role.](/.netlify/images?url=_astro%2F25.CbpLBmIr.png\&w=1440\&h=560\&dpl=6a3b904fcb23b100084833a2) Enter the **Role name**(this will be the name of the group). Select the recently created SCIM application and click Save. ![Add role name and assign it to SCIM application.](/.netlify/images?url=_astro%2F26.DhsBSxjv.png\&w=1440\&h=420\&dpl=6a3b904fcb23b100084833a2) Now select the created Role. Click the **Users** tab for the role. Search for any users you’d like to assign to that role, click on **Check** and then click on **Add To Role**. Click on **Save**. ![Add users to the new role.](/.netlify/images?url=_astro%2F27.sI1NfbrC.png\&w=1440\&h=500\&dpl=6a3b904fcb23b100084833a2) Navigate to **Applications** from the top bar and then click on the recently created application. ![Navigate to created SCIM application.](/.netlify/images?url=_astro%2F28.CX0Puxad.png\&w=2428\&h=999\&dpl=6a3b904fcb23b100084833a2) Go to the **Parameters** tab from the left navigation and click on the **Groups** row. ![Navigate to parameters tab and then select groups row.](/.netlify/images?url=_astro%2F29.DzoHZgj4.png\&w=3024\&h=1210\&dpl=6a3b904fcb23b100084833a2) Once the modal opens up, check **Include in User Provisioning** and then click on **Save**. ![Set user provisioning option.](/.netlify/images?url=_astro%2F30.CBieA8pg.png\&w=3024\&h=1250\&dpl=6a3b904fcb23b100084833a2) Navigate to **Rules** tab from left navigation and click on **Add Rule**. ![Create a new rule.](/.netlify/images?url=_astro%2F31.DWKIZziQ.png\&w=1972\&h=1002\&dpl=6a3b904fcb23b100084833a2) Give a suitable name to the rule (e.g., Assign Group to SCIM app) and set the action to **Set Groups in Hero SaaS App** for each **role** with any value. Then click **Save**. ![Configuring a new mapping for group assignment in the Hero SaaS App using OneLogin.](/.netlify/images?url=_astro%2F32.DUmjGFAi.png\&w=3024\&h=1624\&dpl=6a3b904fcb23b100084833a2) Navigate to **Users** tab from the left nav bar. You can see new users(belonging to the above created role) populated on the screen. For each of such user, click on **Pending**. ![Users from the recently created role are listed here.](/.netlify/images?url=_astro%2F33.DvuyWyfR.png\&w=1440\&h=558\&dpl=6a3b904fcb23b100084833a2) Once the modal opens up, click on **Approve**. The user belonging to the role will be provisioned to the application. ![Approve user provisioning to the application.](/.netlify/images?url=_astro%2F34.Dgh-289E.png\&w=2544\&h=1124\&dpl=6a3b904fcb23b100084833a2) 5. ## Group based role assignment [Section titled “Group based role assignment”](#group-based-role-assignment) Now on the **SCIM configuration portal**, configure appropriate group to role mapping to automatically assign roles to users in the application based on their group membership in OneLogin. Then click on **Save**. ![Assigning roles to user based on group membership.](/.netlify/images?url=_astro%2F35.Bk1mm_nL.png\&w=2420\&h=1284\&dpl=6a3b904fcb23b100084833a2) 6. ## Verify successful connection [Section titled “Verify successful connection”](#verify-successful-connection) After completing these steps, verify that the users and groups are successfully synced by visiting **Users** and **Groups** tab in the **SCIM configuration portal**. ![Verificy SCIM integration.](/.netlify/images?url=_astro%2F36.DiSITiGf.png\&w=2254\&h=1440\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # PingIdentity Directory > Learn how to sync your PingIdentity Directory with your application for automated user provisioning and management using SCIM This guide helps administrators sync their PingIdentity directory with an application they want to onboard to their organization. Integrating your application with PingIdentity automates user management tasks and ensures access rights stay up-to-date. Setting up the integration involves two key components: 1. **Endpoint**: This is the URL where PingIdentity sends requests to the application you are onboarding. It acts as a communication point between PingIdentity and your application. 2. **Bearer Token**: This token is used by PingIdentity to authenticate its requests to the endpoint. It ensures that the requests are secure and authorized. By setting up these components, you enable seamless synchronization between your application and the PingIdentity directory. 1. ## Generate SCIM credentials [Section titled “Generate SCIM credentials”](#generate-scim-credentials) Open the Admin Portal from the application being onboarded and navigate to the **SCIM Provisioning** tab. Choose **PingIdentity** as your Directory Provider and click **Configure**. The Admin Portal automatically generates and displays an **Endpoint URL** and a **Bearer token**. Copy these values as you will need them to configure PingIdentity. ![Endpoint URL and Bearer token generated for the organization](/.netlify/images?url=_astro%2F1-generate-creds.DzPLW3KP.png\&w=2570\&h=1612\&dpl=6a3b904fcb23b100084833a2) Note If the “SCIM Provisioning” tab is not visible, contact the app owner to enable it for your organization. 2. ## Navigate to PingIdentity Provisioning [Section titled “Navigate to PingIdentity Provisioning”](#navigate-to-pingidentity-provisioning) Log in to your PingIdentity admin console (typically at `console.pingone.com`). Navigate to the **Integrations** dropdown in the main menu and select **Provisioning**. ![PingIdentity console showing Integrations > Provisioning selection](/.netlify/images?url=_astro%2F2-integrations-section.C-LvuCdG.png\&w=3014\&h=2078\&dpl=6a3b904fcb23b100084833a2) 3. ## Create a new connection [Section titled “Create a new connection”](#create-a-new-connection) Click the **+ (plus)** icon at the top of the dashboard and select **New Connection**. ![Clicking the + icon to create a new connection in PingIdentity](/.netlify/images?url=_astro%2F3-new-connection.Dz00Bmwv.png\&w=3014\&h=2078\&dpl=6a3b904fcb23b100084833a2) 4. ## Select SCIM Outbound connector [Section titled “Select SCIM Outbound connector”](#select-scim-outbound-connector) In the modal that appears: 1. **Select Identity Store**: Click **Select** to choose an identity store. ![Select Identity Store modal](/.netlify/images?url=_astro%2Fselect-identity-store.Bo7qiTog.png\&w=2486\&h=910\&dpl=6a3b904fcb23b100084833a2) 2. **Choose SCIM Outbound**: From the catalog, select **SCIM Outbound**. ![SCIM Outbound connector in catalog](/.netlify/images?url=_astro%2Fscim-outbound-catalog.Dx7PuNU2.png\&w=2484\&h=1806\&dpl=6a3b904fcb23b100084833a2) 3. **Name and Description**: Provide a name for the application you are onboarding (e.g., “Hero SaaS”) and add an optional description. Click **Next**. ![Name and Description fields for connection](/.netlify/images?url=_astro%2Fname-description.Nbci6Ddk.png\&w=2528\&h=1826\&dpl=6a3b904fcb23b100084833a2) 5. ## Configure connection settings [Section titled “Configure connection settings”](#configure-connection-settings) In the connection settings screen: * **SCIM Endpoint URL**: Paste the **Endpoint URL** from the Admin Portal * **Authentication Method**: Select **OAuth 2 Bearer Token** * **Bearer Token**: Paste the **Bearer Token** from the Admin Portal * Click **Test Connection** to verify the connection works correctly ![Connection configuration with SCIM endpoint and bearer token](/.netlify/images?url=_astro%2Fconfig-setup.DQT7YDr0.png\&w=2966\&h=1760\&dpl=6a3b904fcb23b100084833a2) After successful testing, click **Next** to proceed. 6. ## Configure preferences and save [Section titled “Configure preferences and save”](#configure-preferences-and-save) Leave all preferences at their default settings and click **Save** to finish creating the connection. ![Configure preferences with default settings](/.netlify/images?url=_astro%2Fconfigure-pref.BxmIQKHX.png\&w=3014\&h=2078\&dpl=6a3b904fcb23b100084833a2) 7. ## Configure provisioning rules [Section titled “Configure provisioning rules”](#configure-provisioning-rules) After creating the connection, you must define the rules for data synchronization. Click the **+ (plus)** icon again and select **New Rule** from the dropdown menu. ![Creating a new provisioning rule](/.netlify/images?url=_astro%2Fcreate-rule.BFLmbeNS.png\&w=2492\&h=1280\&dpl=6a3b904fcb23b100084833a2) In the rule configuration modal, set the following: * **Source**: Select **PingOne** * **Connection**: Choose the connection you created in the previous step ![Rule configuration with source, connection, and name](/.netlify/images?url=_astro%2Fsetup-rule.uLfcWCub.png\&w=3014\&h=2078\&dpl=6a3b904fcb23b100084833a2) In the next step provide a meaningful name for the rule (for example, the application name), and click **Next**. In the next step, define the conditions that determine which users should be provisioned to the SCIM application. Configure appropriate conditions based on your requirements (such as group membership or user attributes). To enable group provisioning, ensure that the correct group is selected or included in the rule. This allows the specified group and its users to be pushed to the target SCIM application. Finally, review the configuration and save the rule. ![Configuring provisioning rule conditions in PingIdentity](/.netlify/images?url=_astro%2Fadd-condition.BQ3mxmA7.png\&w=1568\&h=1892\&dpl=6a3b904fcb23b100084833a2) 8. ## Verify the integration [Section titled “Verify the integration”](#verify-the-integration) With the setup complete, verify that users and groups are synchronizing correctly: 1. **Sync a Group**: In PingIdentity, create or select a group. This group should appear in the Admin Portal under **SCIM Provisioning** almost immediately. 2. **Sync User Data**: Add users to that group. Their profile data will be sent to your application and synchronized in real-time. ![Synced users and groups in Admin Portal](/.netlify/images?url=_astro%2Fsynced-users.B6jwN0K2.png\&w=3095\&h=1799\&dpl=6a3b904fcb23b100084833a2) Confirm the synchronization by visiting the Users/Groups tab in the Admin Portal. --- # DOCUMENT BOUNDARY --- # Social connections > Learn how to integrate social login providers with Scalekit to enable secure social authentication for your users. Scalekit makes it easy to add social login options to your application. This allows your users to sign in using their existing accounts from popular platforms like Google, GitHub, and more. ### Google Enable users to sign in with their Google accounts using OAuth 2.0 [Know more →](/guides/integrations/social-connections/google) ### GitHub Allow users to authenticate using their GitHub credentials [Know more →](/guides/integrations/social-connections/github) ### Microsoft Integrate Microsoft accounts for seamless user authentication [Know more →](/guides/integrations/social-connections/microsoft) ### GitLab Enable GitLab-based authentication for your application [Know more →](/guides/integrations/social-connections/gitlab) ### LinkedIn Let users sign in with their LinkedIn accounts using OAuth 2.0 [Know more →](/guides/integrations/social-connections/linkedin) ### Salesforce Enable Salesforce-based authentication for your application [Know more →](/guides/integrations/social-connections/salesforce) --- # DOCUMENT BOUNDARY --- # GitHub as your sign in option > Learn how to integrate GitHub Sign-In with Scalekit, enabling secure social authentication for your users with step-by-step OAuth configuration instructions. Scalekit enables apps to easily let users sign in using GitHub as their social connector. This guide walks you through the process of setting up the connection between Scalekit and GitHub, and using the Scalekit SDK to add “Sign in with GitHub” to your application. ![A diagram showing "Your Application" connecting to "Scalekit" via OpenID Connect, which links to GitHub using OAuth 2.0.](/.netlify/images?url=_astro%2Fgithub-1.CzWW-w4F.png\&w=2512\&h=1420\&dpl=6a3b904fcb23b100084833a2) By the end of this guide, you will be able to: 1. Set up an OAuth 2.0 connection between Scalekit and GitHub 2. Scalekit SDK to add “Sign in with GitHub” to your application ## Connect GitHub with Scalekit [Section titled “Connect GitHub with Scalekit”](#connect-github-with-scalekit) **Navigate to social login settings** Open your Scalekit dashboard and navigate to Social Login under the Authentication section. ![Scalekit dashboard showcasing social login setup with various platform integration options.](/.netlify/images?url=_astro%2F1-navigate-to-social-logins.0QTBAQVD.png\&w=2622\&h=908\&dpl=6a3b904fcb23b100084833a2) **Add a new GitHub connection** Click the ”+ Add Connection” button and select GitHub from the list of available options. ![Add social login connections: Google, Microsoft, GitHub, Github, Salesforce.](/.netlify/images?url=_astro%2F2-list-social-logins.DVSLNcJ6.png\&w=2554\&h=914\&dpl=6a3b904fcb23b100084833a2) Add social login connections: GitHub ## Configure OAuth settings [Section titled “Configure OAuth settings”](#configure-oauth-settings) The OAuth Configuration details page helps you set up the connection: * Note the **Redirect URI** provided for your app. You’ll use this URL to register with GitHub. * **Client ID** and **Client Secret** are generated by GitHub when you register an OAuth App. They enable Scalekit to authenticate your app and establish trust with GitHub. ![Configure OAuth settings](/.netlify/images?url=_astro%2Fgithub-1.CzWW-w4F.png\&w=2512\&h=1420\&dpl=6a3b904fcb23b100084833a2) GitHub OAuth configuration in Scalekit, showing redirect URI, client credentials, and scopes for social login setup. **Set up GitHub OAuth 2.0** GitHub lets you set up OAuth through the Microsoft Identity Platform. [Follow GitHub’s instructions to set up OAuth 2.0](https://docs.github.com/en/apps/oauth-apps/building-oauth-apps/creating-an-oauth-app). 1. Navigate to GitHub’s OAuth Apps settings page 2. Click “New OAuth App” to create a new application 3. Fill in the application details: * Application name: Your app’s name * Homepage URL: Your application’s homepage * Application description: Brief description of your app * Authorization callback URL: Use the Redirect URI from Scalekit 4. Click “Register application” to create the OAuth App 5. Copy the generated Client ID and Client Secret 6. Paste these credentials into the Scalekit Dashboard 7. Click “Save Changes” in Scalekit to complete the setup ![GitHub OAuth configuration for social login, showing redirect URI, client ID, and scopes for authentication.](/.netlify/images?url=_astro%2Fgithub-1.CzWW-w4F.png\&w=2512\&h=1420\&dpl=6a3b904fcb23b100084833a2) ## Test the connection [Section titled “Test the connection”](#test-the-connection) Click the “Test Connection” button in Scalekit. You will be redirected to the GitHub Consent screen to authorize access. A summary table will show the information that will be sent to your app. ![Test connection success](/.netlify/images?url=_astro%2Fgithub-2.RCFzSrUN.png\&w=3602\&h=3310\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # GitLab as your sign in option > Learn how to integrate GitLab Sign-In with Scalekit, enabling secure social authentication for your users with step-by-step OAuth configuration instructions. Scalekit enables apps to easily let users sign in using GitLab as their social connector. This guide walks you through the process of setting up the connection between Scalekit and GitLab, and using the Scalekit SDK to add “Sign in with GitLab” to your application. ![A diagram showing "Your Application" connecting to "Scalekit" via OpenID Connect, which links to GitLab using OAuth 2.0.](/.netlify/images?url=_astro%2Fposter-scalekit-social.BTpvXQK7.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) By the end of this guide, you will be able to: 1. Set up an OAuth 2.0 connection between Scalekit and GitLab 2. Scalekit SDK to add “Sign in with GitLab” to your application ## Set up GitLab connection [Section titled “Set up GitLab connection”](#set-up-gitlab-connection) ### Access social login settings [Section titled “Access social login settings”](#access-social-login-settings) Open your Scalekit dashboard and navigate to Social Login under the Authentication section. ![Scalekit dashboard showcasing social login setup with various platform integration options.](/.netlify/images?url=_astro%2F1-navigate-to-social-logins.0QTBAQVD.png\&w=2622\&h=908\&dpl=6a3b904fcb23b100084833a2) ### Add GitLab connection [Section titled “Add GitLab connection”](#add-gitlab-connection) Click the ”+ Add Connection” button and select GitLab from the list of available options. ![Add social login connections: Google, Microsoft, GitHub, GitLab, Salesforce.](/.netlify/images?url=_astro%2F2-list-social-logins.DVSLNcJ6.png\&w=2554\&h=914\&dpl=6a3b904fcb23b100084833a2) ## Configure OAuth settings [Section titled “Configure OAuth settings”](#configure-oauth-settings) The OAuth Configuration details page helps you set up the connection: * Note the **Redirect URI** provided for your app. You’ll use this URL to register with GitLab. * **Client ID** and **Client Secret** are generated by GitLab when you register an OAuth App. They enable Scalekit to authenticate your app and establish trust with GitLab. ![GitLab OAuth configuration for social login, showing redirect URI, client ID, and scopes for authentication.](/.netlify/images?url=_astro%2Fgitlab-1.yH1eNycx.png\&w=2894\&h=1468\&dpl=6a3b904fcb23b100084833a2) ### Set up GitLab OAuth 2.0 [Section titled “Set up GitLab OAuth 2.0”](#set-up-gitlab-oauth-20) GitLab lets you set up OAuth through the Microsoft Identity Platform. [Follow GitLab’s instructions to set up OAuth 2.0](https://docs.gitlab.co.jp/ee/integration/oauth_provider.html). 1. Navigate to GitLab’s OAuth Applications settings page 2. Click “New Application” to create a new OAuth application 3. Fill in the application details: * Name: Your app’s name * Redirect URI: Use the Redirect URI from Scalekit * Scopes: Select the required scopes for your application 4. Click “Save application” to create the OAuth App 5. Copy the generated Application ID and Secret 6. Paste these credentials into the Scalekit Dashboard 7. Click “Save Changes” in Scalekit to complete the setup ![GitLab OAuth configuration for social login, showing redirect URI, client ID, and scopes for authentication.](/.netlify/images?url=_astro%2Fgitlab-2.Co5P6Jrn.png\&w=3544\&h=3362\&dpl=6a3b904fcb23b100084833a2) ## Test the connection [Section titled “Test the connection”](#test-the-connection) Click the “Test Connection” button in Scalekit. You will be redirected to the GitLab Consent screen to authorize access. A summary table will show the information that will be sent to your app. ![Test connection success](/.netlify/images?url=_astro%2F5-successful-test-connection.2vG1rYWi.png\&w=2922\&h=1812\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # Google as your sign in option > Learn how to integrate Google Sign-In with Scalekit, enabling secure social authentication for your users with step-by-step OAuth configuration instructions. Scalekit enables apps to easily let users sign in using Google as their social connector. This guide walks you through the process of setting up the connection between Scalekit and Google, and using the Scalekit SDK to add “Sign in with Google” to your application. By the end of this guide, you will be able to: 1. Test Google sign-in without setting up Google OAuth credentials (dev only) 2. Set up an OAuth 2.0 connection between Scalekit and Google 3. Implement ‘Sign in with Google’ in your application using the Scalekit SDK ## Set up Google connection [Section titled “Set up Google connection”](#set-up-google-connection) ### Access social login settings [Section titled “Access social login settings”](#access-social-login-settings) Open your Scalekit dashboard and navigate to Social Login under the Authentication section. ![Scalekit dashboard showcasing social login setup with various platform integration options.](/.netlify/images?url=_astro%2F1-navigate-to-social-logins.0QTBAQVD.png\&w=2622\&h=908\&dpl=6a3b904fcb23b100084833a2) ### Add Google connection [Section titled “Add Google connection”](#add-google-connection) Click the ”+ Add Connection” button and select Google from the list of available options. ![Add social login connections: Google, Microsoft, GitHub, GitLab, Salesforce.](/.netlify/images?url=_astro%2F2-list-social-logins.DVSLNcJ6.png\&w=2554\&h=914\&dpl=6a3b904fcb23b100084833a2) ## Test with Scalekit credentials [Section titled “Test with Scalekit credentials”](#test-with-scalekit-credentials) For faster development and testing, Scalekit provides pre-configured Google OAuth credentials, allowing you to test the authentication flow without setting up your own Google OAuth client. This is particularly useful when you want to quickly validate Google sign-in functionality in your app without dealing with OAuth setup. It also helps if you’re still in the early stages of development and don’t have Google credentials yet, or if you need to test the behavior before setting up a production-ready connection. Under OAuth Configuration, select **Use Scalekit credentials** and **save** the changes. Once done, you can now directly test the setup by clicking **Test Connection**. ![Use Scalekit credentials to test connection](/.netlify/images?url=_astro%2F2-1-test-scalekit-credentials.CN9EcV37.png\&w=2940\&h=1656\&dpl=6a3b904fcb23b100084833a2) ## Set up with your own credentials [Section titled “Set up with your own credentials”](#set-up-with-your-own-credentials) ### Configure OAuth settings [Section titled “Configure OAuth settings”](#configure-oauth-settings) The OAuth Configuration details page helps you set up the connection: * Note the **Redirect URI** provided for your app. You’ll use this URL to register with Google. * **Client ID** and **Client Secret** are generated by Google when you register an OAuth App. They enable Scalekit to authenticate your app and establish trust with Google. ### Get Google OAuth client credentials [Section titled “Get Google OAuth client credentials”](#get-google-oauth-client-credentials) 1. Open the [Google Cloud Platform Console](https://console.cloud.google.com/). From the projects list, select an existing project or create a new one. 2. Navigate to the [Google Auth Platform’s overview page](https://console.cloud.google.com/auth/overview). * Click **Get Started** and provide details such as app information, audience, and contact information. * **Important**: Select **External** audience type. You must use External for social login because: * **Internal** only works for whitelisted Google Workspace accounts (your own employees) * **External** allows anyone with a Google account to sign in to your app * **Internal** cannot be used for public-facing authentication * Complete the process by clicking **Create**. 3. On the “Overview” page, click the **Create OAuth Client** button to start setting up your app’s OAuth client. 4. Choose the appropriate application type (e.g., web application) from the dropdown menu. 5. Copy the redirect URI from your Google Social Login configuration and paste it into the **Authorized Redirect URIs** field. The URI should follow this format (for development environment): `https://{your-subdomain}.scalekit.dev`. 6. **Save and retrieve credentials**: Click **Save** to finalize the setup. You will be redirected to a list of Google OAuth Clients. Select the newly created client and copy the **Client ID** and **Client Secret** from the additional information section. 7. **Enter credentials in social login configuration**: Paste the copied client credentials into their respective fields on your Google Social Login page. 8. Click **Test Connection** to simulate and verify the Google Sign-In flow. Google OAuth consent screen behavior Before using custom credentials in production, understand what users will see on Google’s consent screen: | Audience Type | Consent Screen Behavior | When To Use | | ------------- | --------------------------------------------------------------------- | ---------------------------------------------------------------------- | | **Internal** | Shows your App Name and logo from Branding settings | Only for your own employees using whitelisted Google Workspace domains | | **External** | Shows `{env_name}.scalekit.dev` domain until Google verifies your app | For public users—anyone with a Google account can sign in | **Why you must use External for social login:** * **Internal** restricts access to pre-approved email domains you control. Public users with `@gmail.com` or other Google accounts cannot sign in. * **External** is required because social login is for anyone, not just your employees. * Until Google completes verification of your External app, users see `scalekit.dev` instead of your custom domain. After verification, your App Name and logo appear on the consent screen. **Note:** This is Google’s OAuth behavior—not Scalekit’s. The verification is separate from Scalekit’s domain verification for Enterprise SSO. For Google’s verification requirements and timeline, refer to [Google’s OAuth consent screen verification guide](https://support.google.com/cloud/answer/13463073). ![Google OAuth configuration in Scalekit, showing redirect URI, client credentials, and scopes for social login setup.](/.netlify/images?url=_astro%2F3-google-oauth-config.Bgp8TxoS.png\&w=2892\&h=1537\&dpl=6a3b904fcb23b100084833a2) * Use the Redirect URI from Scalekit as the Callback URL in Google’s setup * Copy the generated Client ID and Client Secret into the Scalekit Dashboard After completing the setup, click “Save Changes” in Scalekit for the changes to take effect. ![Google OAuth configuration for social login, showing redirect URI, client ID, and scopes for authentication.](/.netlify/images?url=_astro%2F4-after-oauth-config.Cxv2tNHN.png\&w=2818\&h=1594\&dpl=6a3b904fcb23b100084833a2) ### Configure login prompt behavior [Section titled “Configure login prompt behavior”](#configure-login-prompt-behavior) Scalekit offers flexibility to control how and when users are prompted for reauthentication, consent, or account selection. Below are the available options for customizing user sign-in behavior: * **Auto sign-in (default)**: Automatically completes the login process without showing any confirmation prompts. This is ideal for single Google account users who are already logged in and have previously provided consent. * **Consent**: The authorization server prompts the user for consent before returning information to the client. * **Select account**: The authorization server prompts the user to select a user account. This allows a user who has multiple accounts at the authorization server to select amongst the multiple accounts that they may have current sessions for. * **None**: The authorization server does not display any authentication or user consent screens; it will return an error if the user is not already authenticated and has not pre-configured consent for the requested scopes. You can use none to check for existing authentication and/or consent. ## Verify the connection [Section titled “Verify the connection”](#verify-the-connection) Click the “Test Connection” button in Scalekit. You will be redirected to the Google Consent screen to authorize access. A summary table will show the information that will be sent to your app. ![Test connection success](/.netlify/images?url=_astro%2F5-successful-test-connection.2vG1rYWi.png\&w=2922\&h=1812\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # LinkedIn as your sign in option > Learn how to integrate LinkedIn Sign-In with Scalekit, enabling secure social authentication for your users with step-by-step OAuth configuration instructions. Scalekit enables apps to easily let users sign in using LinkedIn as their social connector. This guide walks you through the process of setting up the connection between Scalekit and LinkedIn, and using the Scalekit SDK to add “Sign in with LinkedIn” to your application. ![A diagram showing "Your Application" connecting to "Scalekit" via OpenID Connect, which links to LinkedIn using OAuth 2.0.](/.netlify/images?url=_astro%2Fposter-scalekit-social.BTpvXQK7.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) By the end of this guide, you will be able to: 1. Set up an OAuth 2.0 connection between Scalekit and LinkedIn 2. Use the Scalekit SDK to add “Sign in with LinkedIn” to your application ## Connect LinkedIn with Scalekit [Section titled “Connect LinkedIn with Scalekit”](#connect-linkedin-with-scalekit) 1. Navigate to social login settings Open your Scalekit dashboard and navigate to Social Login under the Authentication section. ![Scalekit dashboard showcasing social login setup with various platform integration options.](/.netlify/images?url=_astro%2F1-navigate-to-social-logins.0QTBAQVD.png\&w=2622\&h=908\&dpl=6a3b904fcb23b100084833a2) 2. Add a new LinkedIn connection Click the ”+ Add Connection” button and select LinkedIn from the list of available options. ## Configure OAuth settings [Section titled “Configure OAuth settings”](#configure-oauth-settings) The OAuth Configuration details page helps you set up the connection: * Note the **Redirect URI** provided for your app. You’ll use this URL to register with LinkedIn. * **Client ID** and **Client Secret** are generated by LinkedIn when you register an OAuth App. They enable Scalekit to authenticate your app and establish trust with LinkedIn. ## Set up LinkedIn OAuth 2.0 [Section titled “Set up LinkedIn OAuth 2.0”](#set-up-linkedin-oauth-20) LinkedIn lets you set up OAuth through the LinkedIn Developer Platform. [Follow LinkedIn’s instructions to set up OAuth 2.0](https://learn.microsoft.com/en-us/linkedin/shared/authentication/authorization-code-flow?tabs=HTTPS1). 1. Use the Redirect URI from Scalekit as the Redirect URI in LinkedIn’s setup 2. Copy the generated Client ID and Client Secret into the Scalekit Dashboard 3. Click “Save Changes” in Scalekit for the changes to take effect ![LinkedIn OAuth configuration for social login, showing redirect URI, client ID, and scopes for authentication.](/.netlify/images?url=_astro%2Flinkedin-1.xr0pxyVQ.png\&w=2770\&h=1476\&dpl=6a3b904fcb23b100084833a2) ## Test the connection [Section titled “Test the connection”](#test-the-connection) 1. Click the “Test Connection” button in Scalekit 2. You will be redirected to the LinkedIn Consent screen to authorize access 3. A summary table will show the information that will be sent to your app ![Test connection success](/.netlify/images?url=_astro%2F5-successful-test-connection.2vG1rYWi.png\&w=2922\&h=1812\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # Microsoft as your sign in option > Learn how to integrate Microsoft Sign-In with Scalekit, enabling secure social authentication for your users with step-by-step OAuth configuration instructions. Scalekit enables apps to easily let users sign in using Microsoft as their social connector. This guide walks you through the process of setting up the connection between Scalekit and Microsoft, and using the Scalekit SDK to add “Sign in with Microsoft” to your application. ![A diagram showing "Your Application" connecting to "Scalekit" via OpenID Connect, which links to Microsoft using OAuth 2.0.](/.netlify/images?url=_astro%2Fposter-scalekit-social.BTpvXQK7.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) By the end of this guide, you will be able to: 1. Set up an OAuth 2.0 connection between Scalekit and Microsoft 2. Use the Scalekit SDK to add “Sign in with Microsoft” to your application ## Connect Microsoft with Scalekit [Section titled “Connect Microsoft with Scalekit”](#connect-microsoft-with-scalekit) 1. Navigate to social login settings Open your Scalekit dashboard and navigate to Social Login under the Authentication section. ![Scalekit dashboard showcasing social login setup with various platform integration options.](/.netlify/images?url=_astro%2F1-navigate-to-social-logins.0QTBAQVD.png\&w=2622\&h=908\&dpl=6a3b904fcb23b100084833a2) 2. Add a new Microsoft connection Click the ”+ Add Connection” button and select Microsoft from the list of available options. ![Add social login connections: Google, Microsoft, GitHub, GitLab, Salesforce.](/.netlify/images?url=_astro%2F2-list-social-logins.DVSLNcJ6.png\&w=2554\&h=914\&dpl=6a3b904fcb23b100084833a2) Add social login connections: Microsoft ## Configure OAuth settings [Section titled “Configure OAuth settings”](#configure-oauth-settings) The OAuth Configuration details page helps you set up the connection: * Note the **Redirect URI** provided for your app. You’ll use this URL to register with Microsoft. * **Client ID** and **Client Secret** are generated by Microsoft when you register an OAuth App. They enable Scalekit to authenticate your app and establish trust with Microsoft. ![Microsoft OAuth configuration in Scalekit, showing redirect URI, client credentials, and scopes for social login setup.](/.netlify/images?url=_astro%2Fmicrosoft-1.7KcDT0o6.png\&w=2766\&h=1470\&dpl=6a3b904fcb23b100084833a2) ## Set up Microsoft OAuth 2.0 [Section titled “Set up Microsoft OAuth 2.0”](#set-up-microsoft-oauth-20) Microsoft lets you set up OAuth through the Microsoft Identity Platform. [Follow Microsoft’s instructions to set up OAuth 2.0](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app). 1. Use the Redirect URI from Scalekit as the [Redirect URI in Microsoft’s setup](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app?tabs=certificate#add-a-redirect-uri) 2. Copy the generated Client ID and Client Secret into the Scalekit Dashboard 3. Click “Save Changes” in Scalekit for the changes to take effect ![Microsoft OAuth configuration for social login, showing redirect URI, client ID, and scopes for authentication.](/.netlify/images?url=_astro%2Fmicrosoft-2.C41XslL9.png\&w=3116\&h=2388\&dpl=6a3b904fcb23b100084833a2) ## Choose the user experience for login prompt [Section titled “Choose the user experience for login prompt”](#choose-the-user-experience-for-login-prompt) Scalekit offers flexibility to control how and when users are prompted for reauthentication, consent, or account selection. Below are the available options for customizing user sign-in behavior: * *Auto Sign-in (default)*: Automatically completes the login process without showing any confirmation prompts. This is ideal for single account users who are already logged in and have previously provided consent. * *Consent*: The authorization server triggers a consent screen after sign-in, asking the user to grant permissions to the app. * *Select Account*: The authorization server prompts the user to select a user account. This allows a user who has multiple accounts at the authorization server to select amongst the multiple accounts that they may have current sessions for. * *Login*: Forces the user to re-enter their credentials and log in, even if a valid session already exists. * *None*: Performs a background authentication check without displaying any screens. If the user is not authenticated or hasn’t provided consent, an error will be returned. ## Test the connection [Section titled “Test the connection”](#test-the-connection) 1. Click the “Test Connection” button in Scalekit 2. You will be redirected to the Microsoft Consent screen to authorize access 3. A summary table will show the information that will be sent to your app ![Test connection success](/.netlify/images?url=_astro%2F5-successful-test-connection.2vG1rYWi.png\&w=2922\&h=1812\&dpl=6a3b904fcb23b100084833a2) Test connection success, showing the consent screen and summary table. --- # DOCUMENT BOUNDARY --- # Salesforce as your sign in option > Learn how to integrate Salesforce Sign-In with Scalekit, enabling secure social authentication for your users with step-by-step OAuth configuration instructions. Scalekit enables apps to easily let users sign in using Salesforce as their social connector. This guide walks you through the process of setting up the connection between Scalekit and Salesforce, and using the Scalekit SDK to add “Sign in with Salesforce” to your application. ![A diagram showing "Your Application" connecting to "Scalekit" via OpenID Connect, which links to Salesforce using OAuth 2.0.](/.netlify/images?url=_astro%2Fposter-scalekit-social.BTpvXQK7.png\&w=5776\&h=1924\&dpl=6a3b904fcb23b100084833a2) By the end of this guide, you will be able to: 1. Set up an OAuth 2.0 connection between Scalekit and Salesforce 2. Implement “Sign in with Salesforce” in your application using the Scalekit SDK ## Set up Salesforce connection [Section titled “Set up Salesforce connection”](#set-up-salesforce-connection) ### Access social login settings [Section titled “Access social login settings”](#access-social-login-settings) Open your Scalekit dashboard and navigate to Social Login under the Authentication section. ![Scalekit dashboard showcasing social login setup with various platform integration options.](/.netlify/images?url=_astro%2F1-navigate-to-social-logins.0QTBAQVD.png\&w=2622\&h=908\&dpl=6a3b904fcb23b100084833a2) ### Add Salesforce connection [Section titled “Add Salesforce connection”](#add-salesforce-connection) Click the ”+ Add Connection” button and select Salesforce from the list of available options. ![Add social login connections: Google, Microsoft, GitHub, Salesforce.](/.netlify/images?url=_astro%2F2-list-social-logins.DVSLNcJ6.png\&w=2554\&h=914\&dpl=6a3b904fcb23b100084833a2) Add social login connections: Salesforce ## Configure OAuth settings [Section titled “Configure OAuth settings”](#configure-oauth-settings) The OAuth Configuration details page helps you set up the connection: * Note the **Redirect URI** provided for your app. You’ll use this URL to register with Salesforce. * **Client ID** and **Client Secret** are generated by Salesforce when you register an OAuth App. They enable Scalekit to authenticate your app and establish trust with Salesforce. ![Salesforce OAuth configuration in Scalekit, showing redirect URI, client credentials, and scopes for social login setup.](/.netlify/images?url=_astro%2Fsalesforce-1.BEBC3a71.png\&w=3368\&h=1478\&dpl=6a3b904fcb23b100084833a2) ### Set up Salesforce OAuth 2.0 [Section titled “Set up Salesforce OAuth 2.0”](#set-up-salesforce-oauth-20) Salesforce lets you set up OAuth through the Microsoft Identity Platform. [Follow Salesforce’s instructions to set up OAuth 2.0](https://dub.sh/connected-app-create-salesforce) 1. Use the Redirect URI from Scalekit as the Redirect URI in Salesforce’s setup. The URI should follow this format: * Development: `https://{your-subdomain}.scalekit.dev` * Production: `https://{your-subdomain}.scalekit.com` 2. Copy the generated Client ID and Client Secret into the Scalekit Dashboard 3. Click “Save Changes” in Scalekit for the changes to take effect ## Test the connection [Section titled “Test the connection”](#test-the-connection) Click the “Test Connection” button in Scalekit. You will be redirected to the Salesforce Consent screen to authorize access. A summary table will show the information that will be sent to your app. ![Test connection success](/.netlify/images?url=_astro%2F5-successful-test-connection.2vG1rYWi.png\&w=2922\&h=1812\&dpl=6a3b904fcb23b100084833a2) --- # DOCUMENT BOUNDARY --- # Migrate to Full Stack Auth > Step-by-step guide to move user, organization, and auth flows from existing systems to Scalekit. Migrating authentication is a big job. **But moving to Scalekit pays dividends**: you off-load SSO integrations, SCIM provisioning, session handling, and more—so your team can focus on product. This guide walks you through a **safe, incremental migration** from any existing solution to **Scalekit’s full-stack auth platform**. This migration guide helps you: * Export user and organization data from your current system * Import data into Scalekit using APIs or SDKs * Update your application’s authentication flows * Test and deploy the new authentication system Need a hand? Our Solutions team has run dozens of successful migrations. [Contact us](/support/contact-us) and we’ll craft a smooth cut-over plan together. 1. ## Audit and export your data [Section titled “Audit and export your data”](#audit-and-export-your-data) Before you switch to Scalekit, create a comprehensive inventory of your existing setup and export your data: **Code audit:** * Sign-up and login flows * Session middleware and token validation * Role-based access control (RBAC) logic * Email verification flows * Logout and session termination **Data export:** * User records (emails, names, verification status) * Organization/tenant structure * Role assignments and permissions * Authentication provider configurations (if using SSO) **Backup plan:** * Export a sample JWT token or session cookie to understand your current format * Set up a feature flag to route traffic back to the old system if needed * Document your rollback procedure The minimal user schema looks like this: | **Field** | **Description** | **Status** | | ---------------- | -------------------------------------------- | ---------- | | `email` | Primary login identifier. | Required | | `first_name` | The user’s given name. | Optional | | `last_name` | The user’s family name. | Optional | | `email_verified` | Boolean flag. Treated as `false` if omitted. | Optional | 2. ## Import organizations and users [Section titled “Import organizations and users”](#import-organizations-and-users) Transform your exported data to match Scalekit’s format. The `external_id` field is crucial—it stores your original primary key, enabling seamless lookups between your system and Scalekit. * Node.js ```bash npm install @scalekit-sdk/node ``` * Python ```sh pip install scalekit-sdk-python ``` * Go ```sh go get -u github.com/scalekit-inc/scalekit-sdk-go ``` * Java ```groovy /* Gradle users - add the following to your dependencies in build file */ implementation "com.scalekit:scalekit-sdk-java:2.1.3" ``` ```xml com.scalekit scalekit-sdk-java 2.1.3 ``` **Create organizations first:** * cURL Create an organization ```bash 1 curl "$SCALEKIT_ENVIRONMENT_URL/api/v1/organizations" \ 2 --request POST \ 3 --header 'Content-Type: application/json' \ 4 --data '{ 5 "display_name": "Megasoft Inc", 6 "external_id": "org_123", 7 "metadata": { "plan": "enterprise" } 8 }' ``` * Node.js Create organizations ```javascript 1 const organizations = [ 2 { display_name: "Megasoft Inc", external_id: "org_123", metadata: { plan: "enterprise" } }, 3 { display_name: "Acme Corp", external_id: "org_456", metadata: { plan: "starter" } } 4 ]; 5 6 for (const org of organizations) { 7 const result = await scalekit.organization.createOrganization( 8 org.display_name, 9 { 10 externalId: org.external_id, 11 metadata: org.metadata 12 } 13 ); 14 console.log(`Created organization: ${result.id}`); 15 } ``` * Python Create organizations ```python 1 from scalekit.v1.organizations.organizations_pb2 import CreateOrganization 2 3 organizations = [ 4 {"display_name": "Megasoft Inc", "external_id": "org_123", "metadata": {"plan": "enterprise"}}, 5 {"display_name": "Acme Corp", "external_id": "org_456", "metadata": {"plan": "starter"}} 6 ] 7 8 for org in organizations: 9 result = scalekit_client.organization.create_organization( 10 CreateOrganization( 11 display_name=org["display_name"], 12 external_id=org["external_id"], 13 metadata=org["metadata"] 14 ) 15 ) 16 print(f"Created organization: {result.id}") ``` * Go Create organizations ```go 1 organizations := []struct { 2 DisplayName string 3 ExternalID string 4 Metadata map[string]interface{} 5 }{ 6 {"Megasoft Inc", "org_123", map[string]interface{}{"plan": "enterprise"}}, 7 {"Acme Corp", "org_456", map[string]interface{}{"plan": "starter"}}, 8 } 9 10 for _, org := range organizations { 11 result, err := scalekit.Organization.CreateOrganization( 12 ctx, 13 org.DisplayName, 14 scalekit.CreateOrganizationOptions{ 15 ExternalID: org.ExternalID, 16 Metadata: org.Metadata, 17 }, 18 ) 19 if err != nil { 20 log.Fatal(err) 21 } 22 fmt.Printf("Created organization: %s\n", result.ID) 23 } ``` * Java Create organizations ```java 1 List> organizations = Arrays.asList( 2 Map.of("display_name", "Megasoft Inc", "external_id", "org_123", "metadata", Map.of("plan", "enterprise")), 3 Map.of("display_name", "Acme Corp", "external_id", "org_456", "metadata", Map.of("plan", "starter")) 4 ); 5 6 for (Map org : organizations) { 7 CreateOrganization createOrganization = CreateOrganization.newBuilder() 8 .setDisplayName((String) org.get("display_name")) 9 .setExternalId((String) org.get("external_id")) 10 .putAllMetadata((Map) org.get("metadata")) 11 .build(); 12 13 Organization result = scalekitClient.organizations().create(createOrganization); 14 System.out.println("Created organization: " + result.getId()); 15 } ``` **Then create users within organizations:** * cURL Create a user inside an organization ```bash 1 curl "$SCALEKIT_ENVIRONMENT_URL/api/v1/organizations/{organization_id}/users" \ 2 --request POST \ 3 --header 'Content-Type: application/json' \ 4 --data '{ 5 "email": "user@example.com", 6 "external_id": "usr_987", 7 "membership": { 8 "roles": ["admin"], 9 "metadata": { "department": "engineering" } 10 }, 11 "user_profile": { 12 "first_name": "John", 13 "last_name": "Doe", 14 "locale": "en-US" 15 } 16 }' ``` * Node.js Create users in organizations ```javascript 1 const { user } = await scalekit.user.createUserAndMembership("org_123", { 2 email: "user@example.com", 3 externalId: "usr_987", 4 metadata: { 5 department: "engineering", 6 location: "nyc-office" 7 }, 8 userProfile: { 9 firstName: "John", 10 lastName: "Doe", 11 }, 12 }); ``` * Python Create users in organizations ```python 1 from scalekit.v1.users.users_pb2 import CreateUser 2 from scalekit.v1.commons.commons_pb2 import UserProfile 3 4 user_msg = CreateUser( 5 email="user@example.com", 6 external_id="usr_987", 7 metadata={"department": "engineering", "location": "nyc-office"}, 8 user_profile=UserProfile( 9 first_name="John", 10 last_name="Doe" 11 ) 12 ) 13 14 create_resp, _ = scalekit_client.user.create_user_and_membership("org_123", user_msg) ``` * Go Create users in organizations ```go 1 newUser := &usersv1.CreateUser{ 2 Email: "user@example.com", 3 ExternalId: "usr_987", 4 Metadata: map[string]string{ 5 "department": "engineering", 6 "location": "nyc-office", 7 }, 8 UserProfile: &usersv1.CreateUserProfile{ 9 FirstName: "John", 10 LastName: "Doe", 11 }, 12 } 13 14 cuResp, err := scalekit.User().CreateUserAndMembership(ctx, "org_123", newUser, false) 15 if err != nil { 16 log.Fatal(err) 17 } ``` * Java Create users in organizations ```java 1 CreateUser createUser = CreateUser.newBuilder() 2 .setEmail("user@example.com") 3 .setExternalId("usr_987") 4 .putMetadata("department", "engineering") 5 .putMetadata("location", "nyc-office") 6 .setUserProfile( 7 CreateUserProfile.newBuilder() 8 .setFirstName("John") 9 .setLastName("Doe") 10 .build()) 11 .build(); 12 13 CreateUserAndMembershipResponse cuResp = scalekitClient.users() 14 .createUserAndMembership("org_123", createUser); 15 System.out.println("Created user: " + cuResp.getUser().getId()); ``` - **Batch** your imports—run them in parallel for speed but respect rate limits - Include `"sendInvitationEmail": false` when creating users to skip invite emails. Scalekit will automatically set the membership status to `active` and mark the email as verified. 3. ## Configure redirects and roles [Section titled “Configure redirects and roles”](#configure-redirects-and-roles) The authentication callback URL is necessary for tokens to return safely. However, depending on your application, you may want to add more redirects (such as post-logout URLs, so you can control the user experience and destination after logout). Head to **Settings → Redirects** in the dashboard. Review our [redirect URI guide](/guides/dashboard/redirects/) for validation rules and wildcard configuration. **Set up roles:** Define roles in Scalekit to control what actions users can perform in your application. When users log in, Scalekit provides their assigned roles to your application. * Create your roles under **User Management → Roles** or via the SDK * While importing users, include the `roles` array in the `membership` object. [Read more about roles](/authenticate/authz/create-roles-permissions/). * Need organization-specific roles? [Reach out to discuss](/support/contact-us) your requirements 4. ## Update your application code [Section titled “Update your application code”](#update-your-application-code) **Replace session middleware:** Replace legacy JWT validation with the Scalekit SDK or our **JWKS endpoint**. Verify: * Access tokens are accepted across all routes * Refresh tokens renew seamlessly * Ensure your application’s checks use the `roles` claim from Scalekit’s tokens ([learn more](/authenticate/authz/create-roles-permissions/)) Tip Use our language SDKs for ready-to-use middlewares in Node, Go, Python, and Java. **Customize your Login Page:** Your application redirects users to a **Scalekit-hosted login page**. Tailor the experience by updating your logo, colours, copy, and legal links in the dashboard. **Update secondary flows:** * Verify email prompt * [Branding (logo, colours, legal copy)](/fsa/guides/login-page-branding/) 5. ## Deploy and monitor [Section titled “Deploy and monitor”](#deploy-and-monitor) Execute your migration carefully with proper monitoring: **Pre-deployment testing:** * Test login flows with a few migrated users * Verify session management and token validation * Check role-based access control **Deployment steps:** 1. Deploy your updated application code 2. Enable the feature flag to route traffic to Scalekit 3. Monitor authentication success rates and error logs 4. Have your rollback plan ready **Post-deployment monitoring:** * Watch authentication error rates * Monitor session creation and validation * Check user feedback and support tickets * Verify SSO connections work correctly Tip Start with a small percentage of users (5-10%) before rolling out to everyone. ## Frequently Asked Questions [Section titled “Frequently Asked Questions”](#frequently-asked-questions) Why can’t users log in after migration? * Verify callback URLs are registered in Scalekit dashboard * Check that `external_id` mappings are correct * Ensure email addresses match exactly between systems Why is session validation failing? * Update JWT validation to use Scalekit’s JWKS endpoint * Verify token expiration and refresh logic * Check that role claims are read correctly Why aren’t SSO connections working? * Confirm organization has SSO enabled in features * Verify identity provider configuration * Test with IdP-initiated login Password migration Password-based authentication migrations are on the way. If you need to migrate existing passwords, please [contact us](/support/contact-us). --- # DOCUMENT BOUNDARY --- # Walkthrough implementing full stack authentication Watch the video walkthrough of implementing full stack authentication using Scalekit [Play](https://youtube.com/watch?v=Gnz8FYhHKI8) We’ll cover the following topics: * Setting up the Scalekit SDK * Implementing the login flow * Implementing the logout flow * Implementing the user management flow * Implementing the organization management flow --- # DOCUMENT BOUNDARY --- # Walkthrough implementing OAuth for MCP servers Watch the video walkthrough of implementing OAuth 2.1 authorization for MCP servers using Scalekit [Play](https://youtube.com/watch?v=-gFAWf5aSLw) We’ll cover the following topics: * Registering your MCP server * Implementing resource metadata discovery * Validating bearer tokens * Implementing scope-based authorization * Securing AI agent integrations --- # DOCUMENT BOUNDARY --- # Walkthrough implementing passwordless authentication Watch the video walkthrough of implementing passwordless authentication using Scalekit [Play](https://youtube.com/watch?v=8e4ZH-Aemg4) We’ll cover the following topics: * Configuring passwordless settings * Sending verification emails * Implementing OTP verification * Implementing magic link verification * Handling resend requests --- # DOCUMENT BOUNDARY --- # Walkthrough implementing SCIM provisioning Watch the video walkthrough of implementing SCIM user provisioning using Scalekit [Play](https://youtube.com/watch?v=SBJLtQaIbUk) We’ll cover the following topics: * Setting up directory connections * Using the Directory API to fetch users and groups * Implementing webhook endpoints for real-time provisioning * Handling user lifecycle events * Automating access management --- # DOCUMENT BOUNDARY --- # Walkthrough implementing enterprise SSO Watch the video walkthrough of implementing enterprise SSO using Scalekit [Play](https://youtube.com/watch?v=I7SZyFhKg-s) We’ll cover the following topics: * Setting up SSO connections * Configuring identity providers * Implementing authorization flows * Handling IdP-initiated SSO * Managing enterprise customer onboarding --- # DOCUMENT BOUNDARY --- # Agent framework integration examples > Examples showing how to integrate Scalekit Agent Auth with various AI frameworks including LangChain, Google ADK, and direct integrations. These examples demonstrate how to integrate Scalekit Agent Auth with AI frameworks for identity-aware tool calling and authenticated agent operations. * LangChain ## LangChain integration [Section titled “LangChain integration”](#langchain-integration) Agent Connect example integrating with LangChain for tool-calling workflows. This sample integrates Agent Connect with LangChain to perform identity-aware actions through tool calling. It illustrates auth setup and secure agent operations. [View repository ](https://github.com/scalekit-inc/sample-langchain-agent) * Google ADK ## Google ADK integration [Section titled “Google ADK integration”](#google-adk-integration) Example agent that connects Google ADK with Scalekit. This example shows how to integrate a Google ADK agent with Scalekit for authenticated operations and identity-aware workflows. [View repository ](https://github.com/scalekit-inc/google-adk-agent-example) * Direct integration ## Direct integration [Section titled “Direct integration”](#direct-integration) Direct Agent Auth integration examples in Python. This directory provides direct integration examples for Agent Auth using Python. It covers auth, tool definitions, and secured requests. [View repository ](https://github.com/scalekit-inc/python-connect-demos/tree/main/direct) --- # DOCUMENT BOUNDARY --- # AWS Cognito integration examples > Examples showing how to integrate AWS Cognito with Scalekit SSO using OpenID Connect (OIDC). These examples demonstrate how to integrate AWS Cognito with Scalekit using OpenID Connect (OIDC), covering provider setup, callback handling, token exchange, and session management. * Overview ## AWS Cognito integration [Section titled “AWS Cognito integration”](#aws-cognito-integration) AWS Cognito SSO integration using OpenID Connect. This repository demonstrates integrating AWS Cognito with Scalekit using OIDC. It covers provider setup, callback handling, and session management. [View repository ](https://github.com/scalekit-inc/scalekit-cognito-sso) * Next.js ## Cognito with Next.js [Section titled “Cognito with Next.js”](#cognito-with-nextjs) Next.js example integrating AWS Cognito with Scalekit over OIDC. This example connects a Next.js app to AWS Cognito through Scalekit using OIDC. It demonstrates redirects, token exchange, and secured pages. [View repository ](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/cognito-scalekit) --- # DOCUMENT BOUNDARY --- # Firebase integration examples > Examples showing how to integrate Firebase Authentication with Scalekit SSO across different implementations. This example demonstrates how to integrate Firebase Authentication with Scalekit SSO, covering token exchange, session validation, and authentication handoff between systems. ## Firebase integration [Section titled “Firebase integration”](#firebase-integration) Firebase authentication integration with Scalekit SSO. This sample demonstrates how to integrate Firebase Authentication with Scalekit SSO, covering token exchange and session validation across systems. [View repository ](https://github.com/scalekit-inc/scalekit-firebase-sso) --- # DOCUMENT BOUNDARY --- # Exchange code for user profile > Learn how to exchange the authorization code for the user's profile *auth-code-exchange-scalekit-sdk.js* express.js ```typescript 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const redirectUri = 'http://localhost:3000/api/callback'; 4 5 const scalekit = new Scalekit( 6 process.env.SCALEKIT_ENV_URL, 7 process.env.SCALEKIT_CLIENT_ID, 8 process.env.SCALEKIT_CLIENT_SECRET 9 ); 10 11 app.get('/api/callback', async (req, res) => { 12 const { error, error_description, code } = req.query; 13 14 if (error) { 15 console.error('SSO callback error:', error, error_description); 16 return; 17 } 18 19 try { 20 const { user, idToken } = await scalekit.authenticateWithCode( 21 code, 22 redirectUri 23 ); 24 25 // Continue with your application logged in experience 26 res.redirect('/profile'); 27 } catch (error) { 28 console.error('Token exchange error:', error); 29 } 30 }); ``` --- # DOCUMENT BOUNDARY --- # Client credentials auth with Scalekit API > Learn how to authenticate with the Scalekit API using client credentials *client-credentials-auth.ts* ```typescript 1 import axios from 'axios'; 2 3 /** 4 * Client Credentials OAuth 2.0 Flow 5 * This flow is used for server-to-server authentication where a client application 6 * authenticates itself (rather than a user) to access protected resources. 7 */ 8 9 // Configuration 10 const config = { 11 clientId: process.env.SCALEKIT_CLIENT_ID, 12 clientSecret: process.env.SCALEKIT_CLIENT_SECRET, 13 tokenUrl: `${process.env.SCALEKIT_ENVIRONMENT_URL}/oauth/token`, 14 scope: 'openid email profile', 15 }; 16 17 main(); 18 19 /** 20 * Get an access token using the client credentials flow 21 * @returns {Promise} The access token 22 */ 23 async function getClientCredentialsToken(): Promise { 24 try { 25 // Prepare the request body 26 const params = new URLSearchParams(); 27 params.append('grant_type', 'client_credentials'); 28 params.append('client_id', config.clientId); 29 params.append('client_secret', config.clientSecret); 30 31 if (config.scope) { 32 params.append('scope', config.scope); 33 } 34 35 // Make the token request 36 const response = await axios.post(config.tokenUrl, params, { 37 headers: { 38 'Content-Type': 'application/x-www-form-urlencoded', 39 }, 40 }); 41 42 // Extract and return the access token 43 const { access_token, expires_in } = response.data; 44 45 console.log( 46 `Token acquired successfully. Expires in ${expires_in} seconds.` 47 ); 48 49 return access_token; 50 } catch (error) { 51 console.error('Error getting client credentials token:', error); 52 throw new Error('Failed to obtain access token'); 53 } 54 } 55 56 /** 57 * Example usage: Make an authenticated API request 58 * @param {string} url - The API endpoint to call 59 * @returns {Promise} The API response 60 */ 61 async function makeAuthenticatedRequest(url: string): Promise { 62 try { 63 // Get the access token 64 const token = await getClientCredentialsToken(); 65 66 // Make the authenticated request 67 const response = await axios.get(url, { 68 headers: { 69 Authorization: `Bearer ${token}`, 70 }, 71 }); 72 73 return response.data; 74 } catch (error) { 75 console.error('Error making authenticated request:', error); 76 throw error; 77 } 78 } 79 80 // Example usage 81 async function main() { 82 try { 83 const data = await makeAuthenticatedRequest( 84 `${process.env.SCALEKIT_ENVIRONMENT_URL}/api/v1/organizations` 85 ); 86 console.log('API Response:', data); 87 } catch (error) { 88 console.error('Main function error:', error); 89 } 90 } ``` --- # DOCUMENT BOUNDARY --- # Admin portal embedding > Example showing embedded admin portal This example demonstrates embedding the Scalekit admin portal and securing access using the OAuth 2.0 client credentials flow for administrative operations. [View repository ](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/embed-admin-portal-sample) --- # DOCUMENT BOUNDARY --- # API collections > Postman and Bruno collections for testing Scalekit APIs. This repository contains Postman and Bruno collections for exploring and testing Scalekit APIs, useful for development and QA workflows. [View repository ](https://github.com/scalekit-inc/api-collections) --- # DOCUMENT BOUNDARY --- # Code gists collection > Curated gists with essential Scalekit code snippets. This repository aggregates helpful gists for building with the Scalekit API, including auth flows, token handling, and request examples. [View repository ](https://github.com/scalekit-inc/gists) --- # DOCUMENT BOUNDARY --- # Go SDK > Official Go SDK for OIDC and SAML SSO integration. The official Go SDK for integrating OIDC and SAML SSO with Scalekit. It provides utilities for token validation and secure service endpoints. [View repository ](https://github.com/scalekit-inc/scalekit-sdk-go) --- # DOCUMENT BOUNDARY --- # Java SDK > Official Java SDK with Spring Boot support for enterprise auth. The official Java SDK streamlines enterprise authentication, with Spring Boot integration patterns for secure login and session handling. [View repository ](https://github.com/scalekit-inc/scalekit-sdk-java) --- # DOCUMENT BOUNDARY --- # M2M code samples > Concise examples for machine-to-machine authentication. This collection provides essential snippets for machine-to-machine authentication, including token acquisition and secure API calls without user interaction. [View repository ](https://github.com/scalekit-inc/gists/tree/main/m2m) --- # DOCUMENT BOUNDARY --- # Browse Scalekit MCP auth demos > Model Context Protocol authentication examples and patterns. This repository contains MCP authentication demos showing how to authorize tools and calls using Scalekit, with examples and reusable patterns. [View repository ](https://github.com/scalekit-inc/mcp-auth-demos) --- # DOCUMENT BOUNDARY --- # Node.js SDK > Official Node.js SDK for OIDC and SAML integrations. The official Node.js SDK for integrating Scalekit with Node.js applications. It supports OIDC and SAML SSO and includes helpers for common auth tasks. [View repository ](https://github.com/scalekit-inc/scalekit-sdk-node) --- # DOCUMENT BOUNDARY --- # Python SDK > Official Python SDK with integrations for popular frameworks. The official Python SDK provides helpers and integrations for FastAPI, Django, and Flask to implement SSO and secure sessions with Scalekit. [View repository ](https://github.com/scalekit-inc/scalekit-sdk-python) --- # DOCUMENT BOUNDARY --- # SSO migrations example > Express.js example for migrating users between SSO providers. This example shows strategies for SSO migrations, including preserving sessions, mapping identities, and validating tokens during cutover. [View repository ](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/sso-migrations-express-example) --- # DOCUMENT BOUNDARY --- # Webhook events > Next.js example handling webhook events from Scalekit. This sample shows how to receive and validate webhook events in a Next.js app, including signature verification and event handling patterns. [View repository ](https://github.com/scalekit-inc/nextjs-example-apps/tree/main/webhook-events) --- # DOCUMENT BOUNDARY --- # Hosted login examples > Examples showing how to integrate Scalekit's hosted login experience into your Express.js applications. These examples demonstrate how to integrate Scalekit’s hosted login box into your applications. The hosted login provides a streamlined authentication experience while maintaining secure session management. * Express.js login box ## Express.js login box [Section titled “Express.js login box”](#expressjs-login-box) Express.js example integrating the Scalekit hosted login box. This sample integrates the hosted login box into an Express.js app, handling redirects, callbacks, and secure session cookies for protected routes. [View repository ](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/expressjs-loginbox-authn) * Managed login demo ## Managed login box demo [Section titled “Managed login box demo”](#managed-login-box-demo) Express.js demo using the Scalekit hosted login experience. This demo uses Scalekit’s hosted login box for a streamlined authentication flow, reducing client-side complexity while keeping sessions secure. [View repository ](https://github.com/scalekit-developers/managed-loginbox-expressjs-demo) --- # DOCUMENT BOUNDARY --- # SSO implementation examples > Examples demonstrating Single Sign-On implementations across different frameworks including Express.js, .NET Core, and Python. These examples demonstrate how to implement enterprise Single Sign-On (SSO) with Scalekit across different frameworks and protocols including OIDC, SAML, and SCIM. * Express.js ## Express.js SSO demo [Section titled “Express.js SSO demo”](#expressjs-sso-demo) Express.js demo showing Single Sign-On flows with Scalekit. This demo implements SSO with Express.js, covering OIDC login, callback handling, and session validation. Use it to learn how to add enterprise SSO to a Node.js app. [View repository ](https://github.com/scalekit-inc/nodejs-example-apps/tree/main/sso-express-example) * .NET Core ## .NET Core examples [Section titled “.NET Core examples”](#net-core-examples) .NET Core samples for SAML and OIDC Single Sign-On. This repository provides .NET Core examples to integrate SAML and OIDC SSO with Scalekit. Use it to learn provider configuration and middleware patterns. [View repository ](https://github.com/scalekit-inc/dotnet-example-apps) * Python ## OIDC, SAML and SCIM examples [Section titled “OIDC, SAML and SCIM examples”](#oidc-saml-and-scim-examples) Python examples for OIDC, SAML, and SCIM with common providers. This repository contains Python examples for integrating with identity providers using OIDC, SAML, and SCIM. Explore patterns for login, provisioning, and user sync. [View repository ](https://github.com/scalekit-developers/oidc-saml-scim-examples) --- # DOCUMENT BOUNDARY --- # Agent connectors > Connect AI applications to tools and data from Slack, Google Workspace, Salesforce, and more. Agent connectors enable AI-powered applications to connect to tools and data from popular platforms such as Slack, Google Workspace, Salesforce, Notion, and more. Each connector provides OAuth or API key authentication and exposes tools your agents can use. ⌕ Search connectors or tools… All categories (all) All auth types (all) ## Accounting & Finance [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/carta.svg)](/agentkit/connectors/cartamcp/) [Carta MCP connector](/agentkit/connectors/cartamcp/) [Connect to Carta. Manage equity cap tables, fund administration, company accounts, and ownership data for venture-backed companies.](/agentkit/connectors/cartamcp/) [OAuth 2.1/DCR](/agentkit/connectors/cartamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/dynamo.svg)](/agentkit/connectors/dynamo/) [Dynamo Software connector](/agentkit/connectors/dynamo/) [Connect to Dynamo Software API to access investment management, CRM, and reporting data.](/agentkit/connectors/dynamo/) [Bearer Token](/agentkit/connectors/dynamo/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/eracontext.svg)](/agentkit/connectors/eracontextmcp/) [Era Context MCP connector](/agentkit/connectors/eracontextmcp/) [Connect to Era Context MCP. Access personal finance data including transactions, accounts, spending insights, and AI-powered financial knowledge from Era.](/agentkit/connectors/eracontextmcp/) [OAuth 2.1/DCR](/agentkit/connectors/eracontextmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fiscalai.svg)](/agentkit/connectors/fiscalaimcp/) [FiscalAI MCP connector](/agentkit/connectors/fiscalaimcp/) [Connect to FiscalAI MCP. Access financial data for public companies including SEC filings, earnings, stock prices, financial ratios, and company profiles.](/agentkit/connectors/fiscalaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/fiscalaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gocardless.svg)](/agentkit/connectors/gocardlessmcp/) [GoCardless MCP connector](/agentkit/connectors/gocardlessmcp/) [Connect to GoCardless MCP. Retrieve and list customers, mandates, payments, payouts, refunds, and subscriptions, and explore integration options from your...](/agentkit/connectors/gocardlessmcp/) [OAuth 2.1/DCR](/agentkit/connectors/gocardlessmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gusto.svg)](/agentkit/connectors/gustomcp/) [Gusto MCP connector](/agentkit/connectors/gustomcp/) [Connect to Gusto MCP. Manage employees, contractors, payroll, departments, and company data from your AI workflows.](/agentkit/connectors/gustomcp/) [OAuth 2.1/DCR](/agentkit/connectors/gustomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lunarcrush.svg)](/agentkit/connectors/lunarcrushmcp/) [Lunarcrush MCP connector](/agentkit/connectors/lunarcrushmcp/) [Connect to LunarCrush MCP. Access social intelligence, sentiment analytics, and market data for crypto assets from your AI workflows.](/agentkit/connectors/lunarcrushmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lunarcrushmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mercury.svg)](/agentkit/connectors/mercurymcp/) [Mercury MCP connector](/agentkit/connectors/mercurymcp/) [Connect to Mercury. Access accounts, transactions, recipients, invoices, treasury, webhooks, and approval requests for startup banking workflows.](/agentkit/connectors/mercurymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mercurymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/privacy.svg)](/agentkit/connectors/privacymcp/) [Privacy MCP connector](/agentkit/connectors/privacymcp/) [Connect to Privacy MCP. Create and manage virtual cards, set spend limits, pause or close cards, and review transactions from your AI workflows.](/agentkit/connectors/privacymcp/) [OAuth 2.1/DCR](/agentkit/connectors/privacymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/Quickbooks.svg)](/agentkit/connectors/quickbooks/) [QuickBooks connector](/agentkit/connectors/quickbooks/) [Connect to QuickBooks Online. Manage customers, vendors, invoices, bills, payments, and financial reports.](/agentkit/connectors/quickbooks/) [OAuth 2.0](/agentkit/connectors/quickbooks/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/stripe.svg)](/agentkit/connectors/stripemcp/) [Stripe MCP connector](/agentkit/connectors/stripemcp/) [Connect to Stripe MCP. Manage customers, invoices, subscriptions, refunds, disputes, and payments from your AI workflows.](/agentkit/connectors/stripemcp/) [OAuth 2.1/DCR](/agentkit/connectors/stripemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/xero.svg)](/agentkit/connectors/xero/) [Xero connector](/agentkit/connectors/xero/) [Connect to Xero. Manage accounting, invoices, contacts, payments, bank transactions, and financial workflows](/agentkit/connectors/xero/) [OAuth 2.0](/agentkit/connectors/xero/) ## AI [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/adobe.svg)](/agentkit/connectors/adobemarketingagentmcp/) [Adobe Marketing Agent MCP connector](/agentkit/connectors/adobemarketingagentmcp/) [Connect to Adobe Marketing Cloud. Manage campaigns, analytics, and journeys using a natural-language AI assistant.](/agentkit/connectors/adobemarketingagentmcp/) [OAuth 2.1/DCR](/agentkit/connectors/adobemarketingagentmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/agentmail.svg)](/agentkit/connectors/agentmailmcp/) [Agentmail MCP connector](/agentkit/connectors/agentmailmcp/) [Connect to Agentmail MCP. Manage inboxes, send and receive email, handle drafts, threads, and attachments from your AI workflows.](/agentkit/connectors/agentmailmcp/) [OAuth 2.1/DCR](/agentkit/connectors/agentmailmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/airops.svg)](/agentkit/connectors/airopsmcp/) [Airops MCP connector](/agentkit/connectors/airopsmcp/) [Connect to AirOps MCP. Manage brand kits, run AI-powered analytics, track AEO citations, and automate content workflows from your AI agents.](/agentkit/connectors/airopsmcp/) [API Key](/agentkit/connectors/airopsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/apify.svg)](/agentkit/connectors/apifymcp/) [Apify MCP connector](/agentkit/connectors/apifymcp/) [Connect to Apify MCP to run web scraping, browser automation, and data extraction Actors directly from your AI workflows.](/agentkit/connectors/apifymcp/) [Bearer Token](/agentkit/connectors/apifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/attention.svg)](/agentkit/connectors/attention/) [Attention connector](/agentkit/connectors/attention/) [Connect to Attention for AI insights, conversations, teams, and workflows](/agentkit/connectors/attention/) [API Key](/agentkit/connectors/attention/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/biorendermcp.svg)](/agentkit/connectors/biorendermcp/) [Bio Render MCP connector](/agentkit/connectors/biorendermcp/) [Connect to BioRender MCP. Search BioRender's scientific icon and figure template libraries to build publication-ready biological illustrations.](/agentkit/connectors/biorendermcp/) [OAuth 2.1/DCR](/agentkit/connectors/biorendermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bitquery.svg)](/agentkit/connectors/bitquerymcp/) [Bitquery MCP connector](/agentkit/connectors/bitquerymcp/) [Connect to Bitquery MCP. Query on-chain DEX trading data, token prices, OHLCV series, trader profiles, and trending tokens across multiple blockchains...](/agentkit/connectors/bitquerymcp/) [OAuth 2.1/DCR](/agentkit/connectors/bitquerymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/brevo.svg)](/agentkit/connectors/brevomcp/) [Brevo MCP connector](/agentkit/connectors/brevomcp/) [Connect to Brevo MCP. Manage email and SMS campaigns, transactional emails, contacts, lists, automations, and loyalty programs from your AI workflows.](/agentkit/connectors/brevomcp/) [OAuth 2.1/DCR](/agentkit/connectors/brevomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bugsnag.svg)](/agentkit/connectors/bugsnagmcp/) [Bugsnag MCP connector](/agentkit/connectors/bugsnagmcp/) [Connect to Bugsnag MCP. Monitor errors, releases, traces, and span groups across your projects from your AI workflows.](/agentkit/connectors/bugsnagmcp/) [OAuth 2.1/DCR](/agentkit/connectors/bugsnagmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/buildkite.svg)](/agentkit/connectors/buildkitemcp/) [Buildkite MCP connector](/agentkit/connectors/buildkitemcp/) [Connect to Buildkite MCP. Manage CI/CD pipelines, builds, agents, clusters, and test suites from your AI workflows.](/agentkit/connectors/buildkitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/buildkitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/cal.svg)](/agentkit/connectors/calmcp/) [Cal MCP connector](/agentkit/connectors/calmcp/) [Connect to Cal MCP. Manage bookings, event types, schedules, and availability from your AI workflows.](/agentkit/connectors/calmcp/) [OAuth 2.1/DCR](/agentkit/connectors/calmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/candid.svg)](/agentkit/connectors/candidmcp/) [Candid MCP connector](/agentkit/connectors/candidmcp/) [Connect to Candid MCP. Search nonprofit organizations, explore philanthropic data, and classify social sector activities using Candid's knowledge base.](/agentkit/connectors/candidmcp/) [OAuth 2.1/DCR](/agentkit/connectors/candidmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/carbone.svg)](/agentkit/connectors/carboneiomcp/) [Carbone.io MCP connector](/agentkit/connectors/carboneiomcp/) [Connect to Carbone.io MCP. Upload templates, render documents by merging templates with JSON data, convert between 100+ formats, and manage template...](/agentkit/connectors/carboneiomcp/) [Bearer Token](/agentkit/connectors/carboneiomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/chorus.svg)](/agentkit/connectors/chorus/) [Chorus connector](/agentkit/connectors/chorus/) [Connect to Chorus.ai to sync calls, transcripts, conversation intelligence, and analytics.](/agentkit/connectors/chorus/) [Basic Auth](/agentkit/connectors/chorus/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clari.svg)](/agentkit/connectors/clari_copilot/) [Clari Copilot connector](/agentkit/connectors/clari_copilot/) [Connect to Clari Copilot for sales call transcripts, analytics, call data, and insights.](/agentkit/connectors/clari_copilot/) [API Key](/agentkit/connectors/clari_copilot/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/coinmarketcap.svg)](/agentkit/connectors/coinmarketcapmcp/) [CoinMarketCap MCP connector](/agentkit/connectors/coinmarketcapmcp/) [Connect to CoinMarketCap MCP. Access real-time crypto quotes, market metrics, technical analysis, trending narratives, and news from your AI workflows.](/agentkit/connectors/coinmarketcapmcp/) [OAuth 2.1/DCR](/agentkit/connectors/coinmarketcapmcp/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/context7.svg)](/agentkit/connectors/context7mcp/) [Context7 MCP connector](/agentkit/connectors/context7mcp/) [Connect to Context7 MCP to fetch up-to-date, version-specific library documentation and code examples directly from the source.](/agentkit/connectors/context7mcp/) [API Key](/agentkit/connectors/context7mcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/conversiontools.svg)](/agentkit/connectors/conversiontoolsmcp/) [Conversion Tools MCP connector](/agentkit/connectors/conversiontoolsmcp/) [Connect to Conversion Tools MCP. Convert files between 140+ formats including documents, images, audio, video, and data files from your AI workflows.](/agentkit/connectors/conversiontoolsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/conversiontoolsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/dataforseo.svg)](/agentkit/connectors/dataforseomcp/) [Dataforseo MCP connector](/agentkit/connectors/dataforseomcp/) [Connect to DataForSEO. Access real-time SEO data including SERP results, keyword analytics, backlinks analysis, domain technologies, and AI visibility...](/agentkit/connectors/dataforseomcp/) [OAuth 2.1/DCR](/agentkit/connectors/dataforseomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/deepgram.svg)](/agentkit/connectors/deepgrammcp/) [Deepgram MCP connector](/agentkit/connectors/deepgrammcp/) [Connect to Deepgram MCP. Transcribe audio, generate speech, and manage transcription projects using Deepgram's AI-powered speech recognition API.](/agentkit/connectors/deepgrammcp/) [OAuth 2.1/DCR](/agentkit/connectors/deepgrammcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/descript.svg)](/agentkit/connectors/descriptmcp/) [Descript MCP connector](/agentkit/connectors/descriptmcp/) [Connect to Descript MCP. Import media, export transcripts, publish projects, run AI editing agents, and manage jobs from your AI workflows.](/agentkit/connectors/descriptmcp/) [OAuth 2.1/DCR](/agentkit/connectors/descriptmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/devin.svg)](/agentkit/connectors/devinmcp/) [Devin MCP connector](/agentkit/connectors/devinmcp/) [Connect to Devin MCP. Create and manage AI coding sessions, interact with Devin agents, manage playbooks and schedules, and browse repository wikis from...](/agentkit/connectors/devinmcp/) [Bearer Token](/agentkit/connectors/devinmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/eracontext.svg)](/agentkit/connectors/eracontextmcp/) [Era Context MCP connector](/agentkit/connectors/eracontextmcp/) [Connect to Era Context MCP. Access personal finance data including transactions, accounts, spending insights, and AI-powered financial knowledge from Era.](/agentkit/connectors/eracontextmcp/) [OAuth 2.1/DCR](/agentkit/connectors/eracontextmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/exa.svg)](/agentkit/connectors/exa/) [Exa connector](/agentkit/connectors/exa/) [Connect to Exa to perform AI-powered semantic web search, crawl websites for structured content, get natural language answers from the web, run in-depth...](/agentkit/connectors/exa/) [API Key](/agentkit/connectors/exa/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fathom.svg)](/agentkit/connectors/fathom/) [Fathom connector](/agentkit/connectors/fathom/) [Connect to Fathom AI meeting assistant. Record, transcribe, and summarize meetings with AI-powered insights](/agentkit/connectors/fathom/) [API Key](/agentkit/connectors/fathom/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/firecrawl.svg)](/agentkit/connectors/firecrawlmcp/) [Firecrawl MCP connector](/agentkit/connectors/firecrawlmcp/) [Connect to Firecrawl MCP. Scrape, crawl, search, extract structured data, and monitor websites using Firecrawl's AI-powered web scraping API.](/agentkit/connectors/firecrawlmcp/) [Bearer Token](/agentkit/connectors/firecrawlmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fiscalai.svg)](/agentkit/connectors/fiscalaimcp/) [FiscalAI MCP connector](/agentkit/connectors/fiscalaimcp/) [Connect to FiscalAI MCP. Access financial data for public companies including SEC filings, earnings, stock prices, financial ratios, and company profiles.](/agentkit/connectors/fiscalaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/fiscalaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gocardless.svg)](/agentkit/connectors/gocardlessmcp/) [GoCardless MCP connector](/agentkit/connectors/gocardlessmcp/) [Connect to GoCardless MCP. Retrieve and list customers, mandates, payments, payouts, refunds, and subscriptions, and explore integration options from your...](/agentkit/connectors/gocardlessmcp/) [OAuth 2.1/DCR](/agentkit/connectors/gocardlessmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gong.svg)](/agentkit/connectors/gong/) [Gong connector](/agentkit/connectors/gong/) [Connect with Gong to sync calls, transcripts, insights, coaching and CRM activity](/agentkit/connectors/gong/) [OAuth 2.0](/agentkit/connectors/gong/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/grain.svg)](/agentkit/connectors/grainmcp/) [Grain MCP connector](/agentkit/connectors/grainmcp/) [Grain is a meeting recording and intelligence platform. Use this connector to search and retrieve meeting recordings, transcripts, notes, action items...](/agentkit/connectors/grainmcp/) [OAuth 2.1/DCR](/agentkit/connectors/grainmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granola/) [Granola connector](/agentkit/connectors/granola/) [Connect to Granola to access AI-generated meeting notes, summaries, transcripts, and attendee data from your workspace. Granola automatically records and...](/agentkit/connectors/granola/) [Bearer Token](/agentkit/connectors/granola/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granolamcp/) [Granola MCP connector](/agentkit/connectors/granolamcp/) [Connect to Granola MCP using OAuth 2.1 with MCP discovery and dynamic client registration.](/agentkit/connectors/granolamcp/) [OAuth 2.1/DCR](/agentkit/connectors/granolamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/hex.svg)](/agentkit/connectors/hexmcp/) [Hex MCP connector](/agentkit/connectors/hexmcp/) [Connect to Hex MCP. Create and continue data analysis threads, search projects, and query your data using natural language from your AI workflows.](/agentkit/connectors/hexmcp/) [OAuth 2.1/DCR](/agentkit/connectors/hexmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/huggingface.svg)](/agentkit/connectors/huggingfacemcp/) [Hugging face MCP connector](/agentkit/connectors/huggingfacemcp/) [Connect to Hugging Face MCP. Search and manage models, datasets, spaces, and collections on the Hugging Face Hub.](/agentkit/connectors/huggingfacemcp/) [OAuth 2.1/DCR](/agentkit/connectors/huggingfacemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jam.svg)](/agentkit/connectors/jammcp/) [Jam MCP connector](/agentkit/connectors/jammcp/) [Connect to Jam MCP. Access bug reports, console logs, network requests, user events, and video transcripts from your AI workflows.](/agentkit/connectors/jammcp/) [OAuth 2.1/DCR](/agentkit/connectors/jammcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jentic.svg)](/agentkit/connectors/jenticmcp/) [Jentic MCP connector](/agentkit/connectors/jenticmcp/) [Connect to Jentic MCP. Search available API actions, load execution details, manage credentials, and execute API operations from your AI workflows.](/agentkit/connectors/jenticmcp/) [OAuth 2.1/DCR](/agentkit/connectors/jenticmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jiminny.svg)](/agentkit/connectors/jiminny/) [Jiminny connector](/agentkit/connectors/jiminny/) [Connect with Jiminny to access call recordings, transcripts, coaching insights, and conversation intelligence data.](/agentkit/connectors/jiminny/) [Bearer Token](/agentkit/connectors/jiminny/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/loops.svg)](/agentkit/connectors/loopsmcp/) [Loops MCP connector](/agentkit/connectors/loopsmcp/) [Connect to Loops MCP. Create and manage loops and tasks, set priorities, track work queue stats, and ship completed loops from your AI workflows.](/agentkit/connectors/loopsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/loopsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lunarcrush.svg)](/agentkit/connectors/lunarcrushmcp/) [Lunarcrush MCP connector](/agentkit/connectors/lunarcrushmcp/) [Connect to LunarCrush MCP. Access social intelligence, sentiment analytics, and market data for crypto assets from your AI workflows.](/agentkit/connectors/lunarcrushmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lunarcrushmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lusha.svg)](/agentkit/connectors/lushamcp/) [Lusha MCP connector](/agentkit/connectors/lushamcp/) [Connect to Lusha MCP. Search and enrich B2B contacts and companies, find lookalikes, run prospecting searches, and access intent and activity signals from...](/agentkit/connectors/lushamcp/) [API Key](/agentkit/connectors/lushamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mem0.svg)](/agentkit/connectors/mem0mcp/) [Mem0 MCP connector](/agentkit/connectors/mem0mcp/) [Connect to Mem0 MCP. Store, search, and retrieve persistent memory for AI agents and applications using semantic search.](/agentkit/connectors/mem0mcp/) [OAuth 2.1/DCR](/agentkit/connectors/mem0mcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mintlify.svg)](/agentkit/connectors/mintlifymcp/) [Mintlify MCP connector](/agentkit/connectors/mintlifymcp/) [Connect to Mintlify MCP. Read and edit documentation pages, manage navigation nodes, search content, and publish changes via pull requests from your AI...](/agentkit/connectors/mintlifymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mintlifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/neon.svg)](/agentkit/connectors/neonmcp/) [Neon MCP connector](/agentkit/connectors/neonmcp/) [Connect to Neon MCP. Manage Neon serverless Postgres databases, projects, branches, and queries from your AI workflows.](/agentkit/connectors/neonmcp/) [OAuth 2.1/DCR](/agentkit/connectors/neonmcp/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/parallel-ai.svg)](/agentkit/connectors/parallelaitaskmcp/) [Parallel AI Task MCP connector](/agentkit/connectors/parallelaitaskmcp/) [Connect to Parallel AI Task MCP to run deep research tasks and task groups directly from your AI workflows.](/agentkit/connectors/parallelaitaskmcp/) [Bearer Token](/agentkit/connectors/parallelaitaskmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/phantombuster.svg)](/agentkit/connectors/phantombuster/) [PhantomBuster connector](/agentkit/connectors/phantombuster/) [Connect to PhantomBuster to automate web scraping and data extraction workflows. Launch, monitor, and manage automation agents that extract data from...](/agentkit/connectors/phantombuster/) [API Key](/agentkit/connectors/phantombuster/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/planetscale.svg)](/agentkit/connectors/planetscalemcp/) [Planet Scale MCP connector](/agentkit/connectors/planetscalemcp/) [Connect to PlanetScale MCP. Run SQL queries, inspect database branches and schemas, get query performance insights, and manage organizations and invoices...](/agentkit/connectors/planetscalemcp/) [OAuth 2.1/DCR](/agentkit/connectors/planetscalemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/privacy.svg)](/agentkit/connectors/privacymcp/) [Privacy MCP connector](/agentkit/connectors/privacymcp/) [Connect to Privacy MCP. Create and manage virtual cards, set spend limits, pause or close cards, and review transactions from your AI workflows.](/agentkit/connectors/privacymcp/) [OAuth 2.1/DCR](/agentkit/connectors/privacymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/quicknode.svg)](/agentkit/connectors/quicknodemcp/) [Quicknode MCP connector](/agentkit/connectors/quicknodemcp/) [Connect to QuickNode MCP. Create and manage blockchain RPC endpoints, configure security rules, set rate limits, and monitor usage and logs from your AI...](/agentkit/connectors/quicknodemcp/) [OAuth 2.1/DCR](/agentkit/connectors/quicknodemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/revealedai.svg)](/agentkit/connectors/revealedaimcp/) [Revealed AI MCP connector](/agentkit/connectors/revealedaimcp/) [Connect to Revealed AI. Track account signals, buyer personas, and people changes to surface timely outreach actions and account intelligence for B2B...](/agentkit/connectors/revealedaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/revealedaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/scrapfly.svg)](/agentkit/connectors/scarpflymcp/) [Scarpfly MCP connector](/agentkit/connectors/scarpflymcp/) [Connect to Scrapfly MCP. Scrape web pages, take screenshots, and control a cloud browser with anti-bot bypass, JS rendering, and proxy support.](/agentkit/connectors/scarpflymcp/) [OAuth 2.1/DCR](/agentkit/connectors/scarpflymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/splice.svg)](/agentkit/connectors/splicemcp/) [Splice MCP connector](/agentkit/connectors/splicemcp/) [Connect to Splice MCP. Search the Splice sample catalog, create and update multi-track stacks, download audio assets, and generate arrangements from text...](/agentkit/connectors/splicemcp/) [OAuth 2.1/DCR](/agentkit/connectors/splicemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sportradar.svg)](/agentkit/connectors/sportradarmcp/) [Sportradar MCP connector](/agentkit/connectors/sportradarmcp/) [Connect to Sportradar MCP. Browse and search sports data API specs, discover endpoints, check coverage, and access guide pages from your AI workflows.](/agentkit/connectors/sportradarmcp/) [OAuth 2.1/DCR](/agentkit/connectors/sportradarmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/stackai.svg)](/agentkit/connectors/stackaimcp/) [Stack.ai MCP connector](/agentkit/connectors/stackaimcp/) [Connect to Stack AI MCP. Build, run, and manage AI workflow projects, search knowledge bases, list integration providers, and inspect execution traces...](/agentkit/connectors/stackaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/stackaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sybill.svg)](/agentkit/connectors/sybilmcp/) [Sybill MCP connector](/agentkit/connectors/sybilmcp/) [Connect to Sybill. Access AI-generated summaries of sales calls, deals, accounts, and conversations to accelerate B2B revenue workflows.](/agentkit/connectors/sybilmcp/) [OAuth 2.1/DCR](/agentkit/connectors/sybilmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/synthesize-bio.svg)](/agentkit/connectors/synthesizebiomcp/) [Synthesize Bio MCP connector](/agentkit/connectors/synthesizebiomcp/) [Connect to Synthesize Bio MCP. Run differential gene expression analysis, resolve sample metadata, and retrieve results and raw counts data from your AI...](/agentkit/connectors/synthesizebiomcp/) [OAuth 2.1/DCR](/agentkit/connectors/synthesizebiomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tavily.svg)](/agentkit/connectors/tavilymcp/) [Tavily MCP connector](/agentkit/connectors/tavilymcp/) [Connect to Tavily MCP. Search the web, crawl websites, extract content, map site structure, and run deep research using Tavily's AI-powered search API.](/agentkit/connectors/tavilymcp/) [OAuth 2.1/DCR](/agentkit/connectors/tavilymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tinyfish.svg)](/agentkit/connectors/tinyfishmcp/) [Tinyfish MCP connector](/agentkit/connectors/tinyfishmcp/) [Connect to Tinyfish MCP. Run browser-based web automations, fetch page content, and search the web using a real cloud Chrome browser.](/agentkit/connectors/tinyfishmcp/) [OAuth 2.1/DCR](/agentkit/connectors/tinyfishmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/whimsical.svg)](/agentkit/connectors/whimsicalmcp/) [Whimsical MCP connector](/agentkit/connectors/whimsicalmcp/) [Connect to Whimsical MCP. Create and edit flowcharts, mind maps, wireframes, and docs, and manage boards, comments, and workspaces from your AI workflows.](/agentkit/connectors/whimsicalmcp/) [OAuth 2.1/DCR](/agentkit/connectors/whimsicalmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/wix.svg)](/agentkit/connectors/wixmcp/) [Wix MCP connector](/agentkit/connectors/wixmcp/) [Connect to Wix MCP. Build and manage Wix sites, call REST APIs, search documentation, upload media, and suggest domains from your AI workflows.](/agentkit/connectors/wixmcp/) [OAuth 2.1/DCR](/agentkit/connectors/wixmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/you.svg)](/agentkit/connectors/youmcp/) [You.com MCP connector](/agentkit/connectors/youmcp/) [Connect to You.com MCP. Search the web, research topics with cited sources, and extract full page content using You.com's AI-powered search and research...](/agentkit/connectors/youmcp/) [Bearer Token](/agentkit/connectors/youmcp/) ## Analytics [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/adobe.svg)](/agentkit/connectors/adobemarketingagentmcp/) [Adobe Marketing Agent MCP connector](/agentkit/connectors/adobemarketingagentmcp/) [Connect to Adobe Marketing Cloud. Manage campaigns, analytics, and journeys using a natural-language AI assistant.](/agentkit/connectors/adobemarketingagentmcp/) [OAuth 2.1/DCR](/agentkit/connectors/adobemarketingagentmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/adzviser.svg)](/agentkit/connectors/adzvisermcp/) [Adzviser MCP connector](/agentkit/connectors/adzvisermcp/) [Connect to Adzviser MCP to query real-time marketing analytics across 46+ platforms - Google Ads, Facebook Ads, GA4, TikTok, LinkedIn, and more - from a...](/agentkit/connectors/adzvisermcp/) [OAuth 2.1/DCR](/agentkit/connectors/adzvisermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/airops.svg)](/agentkit/connectors/airopsmcp/) [Airops MCP connector](/agentkit/connectors/airopsmcp/) [Connect to AirOps MCP. Manage brand kits, run AI-powered analytics, track AEO citations, and automate content workflows from your AI agents.](/agentkit/connectors/airopsmcp/) [API Key](/agentkit/connectors/airopsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/airtable.svg)](/agentkit/connectors/airtable/) [Airtable connector](/agentkit/connectors/airtable/) [Connect to Airtable. Manage databases, tables, records, and collaborate on structured data](/agentkit/connectors/airtable/) [OAuth 2.0](/agentkit/connectors/airtable/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/redshift.svg)](/agentkit/connectors/redshift/) [AWS Redshift connector](/agentkit/connectors/redshift/) [Amazon Redshift is a fully managed cloud data warehouse that enables fast, cost-effective analysis of structured and semi-structured data at scale.](/agentkit/connectors/redshift/) [Trusted IDP](/agentkit/connectors/redshift/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bigquery.svg)](/agentkit/connectors/bigqueryserviceaccount/) [BigQuery (Service Account) connector](/agentkit/connectors/bigqueryserviceaccount/) [Connect to Google BigQuery using a GCP service account for server-to-server authentication without user login.](/agentkit/connectors/bigqueryserviceaccount/) [Service Account](/agentkit/connectors/bigqueryserviceaccount/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bitquery.svg)](/agentkit/connectors/bitquerymcp/) [Bitquery MCP connector](/agentkit/connectors/bitquerymcp/) [Connect to Bitquery MCP. Query on-chain DEX trading data, token prices, OHLCV series, trader profiles, and trending tokens across multiple blockchains...](/agentkit/connectors/bitquerymcp/) [OAuth 2.1/DCR](/agentkit/connectors/bitquerymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/brave.svg)](/agentkit/connectors/brave/) [Brave Search connector](/agentkit/connectors/brave/) [Connect to Brave Search to perform web, image, video, and news searches with privacy-focused results, plus AI-powered suggestions and spellcheck.](/agentkit/connectors/brave/) [API Key](/agentkit/connectors/brave/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/carta.svg)](/agentkit/connectors/cartamcp/) [Carta MCP connector](/agentkit/connectors/cartamcp/) [Connect to Carta. Manage equity cap tables, fund administration, company accounts, and ownership data for venture-backed companies.](/agentkit/connectors/cartamcp/) [OAuth 2.1/DCR](/agentkit/connectors/cartamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clarify.svg)](/agentkit/connectors/clarifymcp/) [Clarify MCP connector](/agentkit/connectors/clarifymcp/) [Connect to Clarify MCP to manage CRM records, leads, campaigns, lists, and analytics directly from your AI workflows.](/agentkit/connectors/clarifymcp/) [OAuth 2.1/DCR](/agentkit/connectors/clarifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clickhouse.svg)](/agentkit/connectors/clickhouse/) [Clickhouse MCP connector](/agentkit/connectors/clickhouse/) [Connect to ClickHouse MCP to query, analyze, and manage your ClickHouse databases directly from your AI workflows.](/agentkit/connectors/clickhouse/) [OAuth 2.1/DCR](/agentkit/connectors/clickhouse/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/coinmarketcap.svg)](/agentkit/connectors/coinmarketcapmcp/) [CoinMarketCap MCP connector](/agentkit/connectors/coinmarketcapmcp/) [Connect to CoinMarketCap MCP. Access real-time crypto quotes, market metrics, technical analysis, trending narratives, and news from your AI workflows.](/agentkit/connectors/coinmarketcapmcp/) [OAuth 2.1/DCR](/agentkit/connectors/coinmarketcapmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/commonroom.svg)](/agentkit/connectors/commonroommcp/) [Commonroom MCP connector](/agentkit/connectors/commonroommcp/) [Connect to Common Room MCP to manage community members, objects, and feedback data directly from your AI workflows.](/agentkit/connectors/commonroommcp/) [OAuth 2.1/DCR](/agentkit/connectors/commonroommcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/customerio.svg)](/agentkit/connectors/customeriomcp/) [Customer.io MCP connector](/agentkit/connectors/customeriomcp/) [Connect to Customer.io MCP to manage customers, campaigns, and events](/agentkit/connectors/customeriomcp/) [OAuth 2.1/DCR](/agentkit/connectors/customeriomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/databox.svg)](/agentkit/connectors/databoxmcp/) [Databox MCP connector](/agentkit/connectors/databoxmcp/) [Connect to Databox MCP. Query metrics, manage dashboards, and push custom data to your Databox analytics and reporting platform.](/agentkit/connectors/databoxmcp/) [OAuth 2.1/DCR](/agentkit/connectors/databoxmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/databricks-1.svg)](/agentkit/connectors/databricksworkspace/) [Databricks Workspace connector](/agentkit/connectors/databricksworkspace/) [Connect to Databricks Workspace APIs using a Service Principal with OAuth 2.0 client credentials to manage clusters, jobs, notebooks, SQL, and more.](/agentkit/connectors/databricksworkspace/) [Service Principal (OAuth 2.0)](/agentkit/connectors/databricksworkspace/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/dataforseo.svg)](/agentkit/connectors/dataforseomcp/) [Dataforseo MCP connector](/agentkit/connectors/dataforseomcp/) [Connect to DataForSEO. Access real-time SEO data including SERP results, keyword analytics, backlinks analysis, domain technologies, and AI visibility...](/agentkit/connectors/dataforseomcp/) [OAuth 2.1/DCR](/agentkit/connectors/dataforseomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/diarize.svg)](/agentkit/connectors/diarize/) [Diarize connector](/agentkit/connectors/diarize/) [Connect to Diarize to transcribe and diarize audio and video content from YouTube, X, Instagram, and TikTok. Submit transcription jobs and retrieve...](/agentkit/connectors/diarize/) [Bearer Token](/agentkit/connectors/diarize/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/exa.svg)](/agentkit/connectors/exa/) [Exa connector](/agentkit/connectors/exa/) [Connect to Exa to perform AI-powered semantic web search, crawl websites for structured content, get natural language answers from the web, run in-depth...](/agentkit/connectors/exa/) [API Key](/agentkit/connectors/exa/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fiscalai.svg)](/agentkit/connectors/fiscalaimcp/) [FiscalAI MCP connector](/agentkit/connectors/fiscalaimcp/) [Connect to FiscalAI MCP. Access financial data for public companies including SEC filings, earnings, stock prices, financial ratios, and company profiles.](/agentkit/connectors/fiscalaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/fiscalaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gainsight.svg)](/agentkit/connectors/gainsight/) [Gainsight connector](/agentkit/connectors/gainsight/) [Connect to Gainsight Customer Success to manage companies, contacts, calls to action, success plans, timeline activities, and custom objects. Power...](/agentkit/connectors/gainsight/) [API Key](/agentkit/connectors/gainsight/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bigquery.svg)](/agentkit/connectors/bigquery/) [Google BigQuery connector](/agentkit/connectors/bigquery/) [BigQuery is Google Cloud’s fully-managed enterprise data warehouse for analytics at scale.](/agentkit/connectors/bigquery/) [OAuth 2.0](/agentkit/connectors/bigquery/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/googlelooker.svg)](/agentkit/connectors/googlelooker/) [Google Looker connector](/agentkit/connectors/googlelooker/) [Connect to Google Looker or self-hosted Looker Core. Browse dashboards, run Looks, query LookML models, and access BI data programmatically.](/agentkit/connectors/googlelooker/) [OAuth 2.0](/agentkit/connectors/googlelooker/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_sheets.svg)](/agentkit/connectors/googlesheets/) [Google Sheets connector](/agentkit/connectors/googlesheets/) [Connect to Google Sheets. Create, edit, and analyze spreadsheets with powerful data management capabilities](/agentkit/connectors/googlesheets/) [OAuth 2.0](/agentkit/connectors/googlesheets/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/harvestapi.svg)](/agentkit/connectors/harvestapi/) [HarvestAPI connector](/agentkit/connectors/harvestapi/) [Connect to HarvestAPI to scrape LinkedIn profiles, companies, and job listings, and search for people and jobs using LinkedIn data. Enables AI agents to...](/agentkit/connectors/harvestapi/) [API Key](/agentkit/connectors/harvestapi/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/hex.svg)](/agentkit/connectors/hexmcp/) [Hex MCP connector](/agentkit/connectors/hexmcp/) [Connect to Hex MCP. Create and continue data analysis threads, search projects, and query your data using natural language from your AI workflows.](/agentkit/connectors/hexmcp/) [OAuth 2.1/DCR](/agentkit/connectors/hexmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/leadiq.svg)](/agentkit/connectors/leadiq/) [LeadIQ connector](/agentkit/connectors/leadiq/) [Connect to LeadIQ to search and enrich B2B contacts and companies with verified emails, direct dials, and mobile numbers. Build prospect lists and power...](/agentkit/connectors/leadiq/) [API Key](/agentkit/connectors/leadiq/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lunarcrush.svg)](/agentkit/connectors/lunarcrushmcp/) [Lunarcrush MCP connector](/agentkit/connectors/lunarcrushmcp/) [Connect to LunarCrush MCP. Access social intelligence, sentiment analytics, and market data for crypto assets from your AI workflows.](/agentkit/connectors/lunarcrushmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lunarcrushmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailchimp.svg)](/agentkit/connectors/mailchimp/) [Mailchimp connector](/agentkit/connectors/mailchimp/) [Connect to Mailchimp to manage audiences, campaigns, templates, automations, and reports.](/agentkit/connectors/mailchimp/) [OAuth 2.0](/agentkit/connectors/mailchimp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mercury.svg)](/agentkit/connectors/mercurymcp/) [Mercury MCP connector](/agentkit/connectors/mercurymcp/) [Connect to Mercury. Access accounts, transactions, recipients, invoices, treasury, webhooks, and approval requests for startup banking workflows.](/agentkit/connectors/mercurymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mercurymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft365.svg)](/agentkit/connectors/microsoft365/) [Microsoft 365 connector](/agentkit/connectors/microsoft365/) [Connect to Microsoft 365. Unified access to Outlook, Excel, Word, OneNote, OneDrive, SharePoint, and Teams through Microsoft Graph API.](/agentkit/connectors/microsoft365/) [OAuth 2.0](/agentkit/connectors/microsoft365/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/excel.svg)](/agentkit/connectors/microsoftexcel/) [Microsoft Excel connector](/agentkit/connectors/microsoftexcel/) [Connect to Microsoft Excel. Access, read, and modify spreadsheets stored in OneDrive or SharePoint through Microsoft Graph API.](/agentkit/connectors/microsoftexcel/) [OAuth 2.0](/agentkit/connectors/microsoftexcel/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pendo.svg)](/agentkit/connectors/pendomcp/) [Pendo MCP connector](/agentkit/connectors/pendomcp/) [Connect to Pendo MCP to access product analytics, user guidance, and engagement data directly from your AI workflows.](/agentkit/connectors/pendomcp/) [OAuth 2.1/DCR](/agentkit/connectors/pendomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/posthog-1.svg)](/agentkit/connectors/posthogmcp/) [Posthog MCP connector](/agentkit/connectors/posthogmcp/) [Connect to Posthog MCP to enable your AI agents and tools to directly interact with PostHog's products.](/agentkit/connectors/posthogmcp/) [OAuth 2.1/DCR](/agentkit/connectors/posthogmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/revealedai.svg)](/agentkit/connectors/revealedaimcp/) [Revealed AI MCP connector](/agentkit/connectors/revealedaimcp/) [Connect to Revealed AI. Track account signals, buyer personas, and people changes to surface timely outreach actions and account intelligence for B2B...](/agentkit/connectors/revealedaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/revealedaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/snowflake.svg)](/agentkit/connectors/snowflake/) [Snowflake connector](/agentkit/connectors/snowflake/) [Connect to Snowflake to manage and analyze your data warehouse workloads](/agentkit/connectors/snowflake/) [OAuth 2.0](/agentkit/connectors/snowflake/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/snowflake.svg)](/agentkit/connectors/snowflakekeyauth/) [Snowflake Key Pair Auth connector](/agentkit/connectors/snowflakekeyauth/) [Connect to Snowflake via Public Private Key Pair to manage and analyze your data warehouse workloads](/agentkit/connectors/snowflakekeyauth/) [Bearer Token](/agentkit/connectors/snowflakekeyauth/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sportradar.svg)](/agentkit/connectors/sportradarmcp/) [Sportradar MCP connector](/agentkit/connectors/sportradarmcp/) [Connect to Sportradar MCP. Browse and search sports data API specs, discover endpoints, check coverage, and access guide pages from your AI workflows.](/agentkit/connectors/sportradarmcp/) [OAuth 2.1/DCR](/agentkit/connectors/sportradarmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/storeleads.svg)](/agentkit/connectors/storeleadsmcp/) [StoreLeads MCP connector](/agentkit/connectors/storeleadsmcp/) [Connect to StoreLeads MCP to discover, search, and analyze e-commerce stores and their technology stack from your AI workflows.](/agentkit/connectors/storeleadsmcp/) [Bearer Token](/agentkit/connectors/storeleadsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/supadata.svg)](/agentkit/connectors/supadata/) [Supadata connector](/agentkit/connectors/supadata/) [Connect with Supadata to extract transcripts, metadata, and structured content from YouTube, social media, and the web using AI.](/agentkit/connectors/supadata/) [API Key](/agentkit/connectors/supadata/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/supermetrics.svg)](/agentkit/connectors/supermetricsmcp/) [Supermetrics MCP connector](/agentkit/connectors/supermetricsmcp/) [Connect to Supermetrics MCP to query marketing data, discover data sources, manage campaigns, and run analytics across your connected ad and analytics...](/agentkit/connectors/supermetricsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/supermetricsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sybill.svg)](/agentkit/connectors/sybilmcp/) [Sybill MCP connector](/agentkit/connectors/sybilmcp/) [Connect to Sybill. Access AI-generated summaries of sales calls, deals, accounts, and conversations to accelerate B2B revenue workflows.](/agentkit/connectors/sybilmcp/) [OAuth 2.1/DCR](/agentkit/connectors/sybilmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/synthesize-bio.svg)](/agentkit/connectors/synthesizebiomcp/) [Synthesize Bio MCP connector](/agentkit/connectors/synthesizebiomcp/) [Connect to Synthesize Bio MCP. Run differential gene expression analysis, resolve sample metadata, and retrieve results and raw counts data from your AI...](/agentkit/connectors/synthesizebiomcp/) [OAuth 2.1/DCR](/agentkit/connectors/synthesizebiomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tableau.svg)](/agentkit/connectors/tableau/) [Tableau connector](/agentkit/connectors/tableau/) [Connect to Tableau Cloud or Tableau Server to browse workbooks, views, and data sources, export visualizations, and query underlying data.](/agentkit/connectors/tableau/) [API Key](/agentkit/connectors/tableau/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zoominfo.svg)](/agentkit/connectors/zoominfo/) [ZoomInfo connector](/agentkit/connectors/zoominfo/) [Connect to ZoomInfo to search and enrich B2B contact and company data, access intent signals, discover technographic insights, and manage GTM Studio...](/agentkit/connectors/zoominfo/) [OAuth 2.0](/agentkit/connectors/zoominfo/) ## Automation [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/apify.svg)](/agentkit/connectors/apifymcp/) [Apify MCP connector](/agentkit/connectors/apifymcp/) [Connect to Apify MCP to run web scraping, browser automation, and data extraction Actors directly from your AI workflows.](/agentkit/connectors/apifymcp/) [Bearer Token](/agentkit/connectors/apifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/attention.svg)](/agentkit/connectors/attention/) [Attention connector](/agentkit/connectors/attention/) [Connect to Attention for AI insights, conversations, teams, and workflows](/agentkit/connectors/attention/) [API Key](/agentkit/connectors/attention/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/buildkite.svg)](/agentkit/connectors/buildkitemcp/) [Buildkite MCP connector](/agentkit/connectors/buildkitemcp/) [Connect to Buildkite MCP. Manage CI/CD pipelines, builds, agents, clusters, and test suites from your AI workflows.](/agentkit/connectors/buildkitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/buildkitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/chilipiper.svg)](/agentkit/connectors/chilipipermcp/) [ChiliPiper MCP connector](/agentkit/connectors/chilipipermcp/) [Connect to ChiliPiper MCP. Schedule meetings, manage routing rules, track distributions, and automate handoffs from your AI agents.](/agentkit/connectors/chilipipermcp/) [Bearer Token](/agentkit/connectors/chilipipermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/chorus.svg)](/agentkit/connectors/chorus/) [Chorus connector](/agentkit/connectors/chorus/) [Connect to Chorus.ai to sync calls, transcripts, conversation intelligence, and analytics.](/agentkit/connectors/chorus/) [Basic Auth](/agentkit/connectors/chorus/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clari.svg)](/agentkit/connectors/clari_copilot/) [Clari Copilot connector](/agentkit/connectors/clari_copilot/) [Connect to Clari Copilot for sales call transcripts, analytics, call data, and insights.](/agentkit/connectors/clari_copilot/) [API Key](/agentkit/connectors/clari_copilot/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/cloudflare.svg)](/agentkit/connectors/cloudfaremcp/) [Cloudflare MCP connector](/agentkit/connectors/cloudfaremcp/) [Connect to Cloudflare MCP to manage your Cloudflare account — execute API calls, search the OpenAPI spec, and interact with Workers, R2, D1, KV, and all...](/agentkit/connectors/cloudfaremcp/) [OAuth 2.1/DCR](/agentkit/connectors/cloudfaremcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/convertapi.svg)](/agentkit/connectors/convertapimcp/) [ConvertAPI MCP connector](/agentkit/connectors/convertapimcp/) [Connect to ConvertAPI MCP. Convert, merge, split, and transform files across 200+ formats including PDF, Word, Excel, images, and more.](/agentkit/connectors/convertapimcp/) [OAuth 2.1/DCR](/agentkit/connectors/convertapimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/databricks-1.svg)](/agentkit/connectors/databricksworkspace/) [Databricks Workspace connector](/agentkit/connectors/databricksworkspace/) [Connect to Databricks Workspace APIs using a Service Principal with OAuth 2.0 client credentials to manage clusters, jobs, notebooks, SQL, and more.](/agentkit/connectors/databricksworkspace/) [Service Principal (OAuth 2.0)](/agentkit/connectors/databricksworkspace/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/devin.svg)](/agentkit/connectors/devinmcp/) [Devin MCP connector](/agentkit/connectors/devinmcp/) [Connect to Devin MCP. Create and manage AI coding sessions, interact with Devin agents, manage playbooks and schedules, and browse repository wikis from...](/agentkit/connectors/devinmcp/) [Bearer Token](/agentkit/connectors/devinmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/docsautomator.svg)](/agentkit/connectors/docsautomatormcp/) [Docsautomator MCP connector](/agentkit/connectors/docsautomatormcp/) [Connect to DocsAutomator MCP. Generate documents and PDFs from templates using your data, automating document creation workflows.](/agentkit/connectors/docsautomatormcp/) [OAuth 2.1/DCR](/agentkit/connectors/docsautomatormcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/echtpost.svg)](/agentkit/connectors/echtpostmcp/) [Echtpost MCP connector](/agentkit/connectors/echtpostmcp/) [Connect to Echtpost MCP. Send physical postcards and letters programmatically via the Echtpost API.](/agentkit/connectors/echtpostmcp/) [OAuth 2.1/DCR](/agentkit/connectors/echtpostmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/exa.svg)](/agentkit/connectors/exa/) [Exa connector](/agentkit/connectors/exa/) [Connect to Exa to perform AI-powered semantic web search, crawl websites for structured content, get natural language answers from the web, run in-depth...](/agentkit/connectors/exa/) [API Key](/agentkit/connectors/exa/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fathom.svg)](/agentkit/connectors/fathom/) [Fathom connector](/agentkit/connectors/fathom/) [Connect to Fathom AI meeting assistant. Record, transcribe, and summarize meetings with AI-powered insights](/agentkit/connectors/fathom/) [API Key](/agentkit/connectors/fathom/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gong.svg)](/agentkit/connectors/gong/) [Gong connector](/agentkit/connectors/gong/) [Connect with Gong to sync calls, transcripts, insights, coaching and CRM activity](/agentkit/connectors/gong/) [OAuth 2.0](/agentkit/connectors/gong/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granola/) [Granola connector](/agentkit/connectors/granola/) [Connect to Granola to access AI-generated meeting notes, summaries, transcripts, and attendee data from your workspace. Granola automatically records and...](/agentkit/connectors/granola/) [Bearer Token](/agentkit/connectors/granola/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granolamcp/) [Granola MCP connector](/agentkit/connectors/granolamcp/) [Connect to Granola MCP using OAuth 2.1 with MCP discovery and dynamic client registration.](/agentkit/connectors/granolamcp/) [OAuth 2.1/DCR](/agentkit/connectors/granolamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jentic.svg)](/agentkit/connectors/jenticmcp/) [Jentic MCP connector](/agentkit/connectors/jenticmcp/) [Connect to Jentic MCP. Search available API actions, load execution details, manage credentials, and execute API operations from your AI workflows.](/agentkit/connectors/jenticmcp/) [OAuth 2.1/DCR](/agentkit/connectors/jenticmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jiminny.svg)](/agentkit/connectors/jiminny/) [Jiminny connector](/agentkit/connectors/jiminny/) [Connect with Jiminny to access call recordings, transcripts, coaching insights, and conversation intelligence data.](/agentkit/connectors/jiminny/) [Bearer Token](/agentkit/connectors/jiminny/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jotform.svg)](/agentkit/connectors/jotformmcp/) [Jotform MCP connector](/agentkit/connectors/jotformmcp/) [Connect to Jotform MCP. Create and edit forms, retrieve submissions, assign forms, and search assets from your AI workflows.](/agentkit/connectors/jotformmcp/) [OAuth 2.1/DCR](/agentkit/connectors/jotformmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/kit.svg)](/agentkit/connectors/kitmcp/) [Kit MCP connector](/agentkit/connectors/kitmcp/) [Connect to Kit MCP. Manage email subscribers, sequences, broadcasts, tags, and forms for your email marketing workflows.](/agentkit/connectors/kitmcp/) [OAuth 2.1/DCR](/agentkit/connectors/kitmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailchimp.svg)](/agentkit/connectors/mailchimp/) [Mailchimp connector](/agentkit/connectors/mailchimp/) [Connect to Mailchimp to manage audiences, campaigns, templates, automations, and reports.](/agentkit/connectors/mailchimp/) [OAuth 2.0](/agentkit/connectors/mailchimp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailercloud.svg)](/agentkit/connectors/mailercloudmcp/) [Mailercloud MCP connector](/agentkit/connectors/mailercloudmcp/) [Connect to Mailer Cloud MCP. Manage email campaigns, subscriber lists, and automation workflows for your email marketing operations.](/agentkit/connectors/mailercloudmcp/) [OAuth 2.1/DCR](/agentkit/connectors/mailercloudmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailerlite.svg)](/agentkit/connectors/mailerlitemcp/) [Mailerlite MCP connector](/agentkit/connectors/mailerlitemcp/) [Connect to MailerLite MCP. Manage email campaigns, subscribers, groups, automations, and forms from your AI workflows.](/agentkit/connectors/mailerlitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/mailerlitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/make.svg)](/agentkit/connectors/makemcp/) [Make MCP connector](/agentkit/connectors/makemcp/) [Connect to Make (formerly Integromat). Build, run, and manage automation scenarios, data stores, webhooks, and connections across thousands of apps from...](/agentkit/connectors/makemcp/) [OAuth 2.1/DCR](/agentkit/connectors/makemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/memberstack.svg)](/agentkit/connectors/memberstackmcp/) [Memberstack MCP connector](/agentkit/connectors/memberstackmcp/) [Connect to Memberstack MCP. Manage members, plans, form submissions, and permissions for your membership-based application.](/agentkit/connectors/memberstackmcp/) [OAuth 2.1/DCR](/agentkit/connectors/memberstackmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pandadoc.svg)](/agentkit/connectors/pandadocmcp/) [Pandadoc MCP connector](/agentkit/connectors/pandadocmcp/) [Connect to PandaDoc MCP. Create, send, and manage documents, templates, and e-signatures directly from your AI workflows.](/agentkit/connectors/pandadocmcp/) [OAuth 2.1/DCR](/agentkit/connectors/pandadocmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/phantombuster.svg)](/agentkit/connectors/phantombuster/) [PhantomBuster connector](/agentkit/connectors/phantombuster/) [Connect to PhantomBuster to automate web scraping and data extraction workflows. Launch, monitor, and manage automation agents that extract data from...](/agentkit/connectors/phantombuster/) [API Key](/agentkit/connectors/phantombuster/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/salesloft.svg)](/agentkit/connectors/salesloft/) [Salesloft connector](/agentkit/connectors/salesloft/) [Connect with Salesloft to manage people, cadences, accounts, activities, emails, calls, and notes](/agentkit/connectors/salesloft/) [OAuth 2.0](/agentkit/connectors/salesloft/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/stackai.svg)](/agentkit/connectors/stackaimcp/) [Stack.ai MCP connector](/agentkit/connectors/stackaimcp/) [Connect to Stack AI MCP. Build, run, and manage AI workflow projects, search knowledge bases, list integration providers, and inspect execution traces...](/agentkit/connectors/stackaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/stackaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/stripe.svg)](/agentkit/connectors/stripemcp/) [Stripe MCP connector](/agentkit/connectors/stripemcp/) [Connect to Stripe MCP. Manage customers, invoices, subscriptions, refunds, disputes, and payments from your AI workflows.](/agentkit/connectors/stripemcp/) [OAuth 2.1/DCR](/agentkit/connectors/stripemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tally.svg)](/agentkit/connectors/tallymcp/) [Tally MCP connector](/agentkit/connectors/tallymcp/) [Connect to Tally MCP. Create and edit forms, manage submissions, and update styling and logic in your Tally workspace from AI workflows.](/agentkit/connectors/tallymcp/) [OAuth 2.1/DCR](/agentkit/connectors/tallymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tinyfish.svg)](/agentkit/connectors/tinyfishmcp/) [Tinyfish MCP connector](/agentkit/connectors/tinyfishmcp/) [Connect to Tinyfish MCP. Run browser-based web automations, fetch page content, and search the web using a real cloud Chrome browser.](/agentkit/connectors/tinyfishmcp/) [OAuth 2.1/DCR](/agentkit/connectors/tinyfishmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/twilio.svg)](/agentkit/connectors/twilio/) [Twilio connector](/agentkit/connectors/twilio/) [Connect to Twilio to send SMS/MMS messages, make voice calls, verify phone numbers with OTP, manage phone numbers, and access usage records.](/agentkit/connectors/twilio/) [Basic Auth](/agentkit/connectors/twilio/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zapier.svg)](/agentkit/connectors/zapiermcp/) [Zapier MCP connector](/agentkit/connectors/zapiermcp/) [Connect to Zapier MCP to automate workflows and integrate with thousands of apps directly from your AI agent.](/agentkit/connectors/zapiermcp/) [OAuth 2.1/DCR](/agentkit/connectors/zapiermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zenrows.svg)](/agentkit/connectors/zenrowsmcp/) [ZenRows MCP connector](/agentkit/connectors/zenrowsmcp/) [Connect to ZenRows MCP. Scrape any webpage with anti-bot bypass, render JavaScript-heavy sites, and automate browsers through ZenRows' cloud...](/agentkit/connectors/zenrowsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/zenrowsmcp/) ## Calendar [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/cal.svg)](/agentkit/connectors/calmcp/) [Cal MCP connector](/agentkit/connectors/calmcp/) [Connect to Cal MCP. Manage bookings, event types, schedules, and availability from your AI workflows.](/agentkit/connectors/calmcp/) [OAuth 2.1/DCR](/agentkit/connectors/calmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/calendly.svg)](/agentkit/connectors/calendly/) [Calendly connector](/agentkit/connectors/calendly/) [Connect to Calendly. Access user profile, events, and scheduling workflows.](/agentkit/connectors/calendly/) [OAuth 2.0](/agentkit/connectors/calendly/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/calendly.svg)](/agentkit/connectors/calendlymcp/) [Calendly MCP connector](/agentkit/connectors/calendlymcp/) [Connect to the Calendly MCP server to manage scheduled events, invitees, event types, and availability directly from your AI workflows.](/agentkit/connectors/calendlymcp/) [OAuth 2.1/DCR](/agentkit/connectors/calendlymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_calendar.svg)](/agentkit/connectors/googlecalendar/) [Google Calendar connector](/agentkit/connectors/googlecalendar/) [Google Calendar is Google's cloud-based calendar service that allows you to manage your events, appointments, and schedules from any computer or device...](/agentkit/connectors/googlecalendar/) [OAuth 2.0](/agentkit/connectors/googlecalendar/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_meet.svg)](/agentkit/connectors/googlemeet/) [Google Meet connector](/agentkit/connectors/googlemeet/) [Connect to Google Meet. Create and manage video meetings with powerful collaboration features](/agentkit/connectors/googlemeet/) [OAuth 2.0](/agentkit/connectors/googlemeet/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft365.svg)](/agentkit/connectors/microsoft365/) [Microsoft 365 connector](/agentkit/connectors/microsoft365/) [Connect to Microsoft 365. Unified access to Outlook, Excel, Word, OneNote, OneDrive, SharePoint, and Teams through Microsoft Graph API.](/agentkit/connectors/microsoft365/) [OAuth 2.0](/agentkit/connectors/microsoft365/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/outlook.svg)](/agentkit/connectors/outlook/) [Outlook connector](/agentkit/connectors/outlook/) [Connect to Microsoft Outlook. Manage emails, calendar events, contacts, and tasks](/agentkit/connectors/outlook/) [OAuth 2.0](/agentkit/connectors/outlook/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zoom.svg)](/agentkit/connectors/zoom/) [Zoom connector](/agentkit/connectors/zoom/) [Connect to Zoom. Schedule meetings, manage recordings, and handle video conferencing workflows](/agentkit/connectors/zoom/) [OAuth 2.0](/agentkit/connectors/zoom/) ## Collaboration [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/asana-n.svg)](/agentkit/connectors/asana/) [Asana connector](/agentkit/connectors/asana/) [Connect to Asana. Manage tasks, projects, teams, and workflow automation](/agentkit/connectors/asana/) [OAuth 2.0](/agentkit/connectors/asana/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/atlassian.svg)](/agentkit/connectors/atlassianmcp/) [Atlassian Rovo MCP connector](/agentkit/connectors/atlassianmcp/) [Connect to Atlassian Rovo MCP server to manage Jira issues, Confluence pages, and Compass components directly from your AI workflows.](/agentkit/connectors/atlassianmcp/) [OAuth 2.1/DCR](/agentkit/connectors/atlassianmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bitbucket.svg)](/agentkit/connectors/bitbucket/) [Bitbucket connector](/agentkit/connectors/bitbucket/) [Connect to Bitbucket. Manage repositories, pipelines, pull requests, and code collaboration.](/agentkit/connectors/bitbucket/) [OAuth 2.0](/agentkit/connectors/bitbucket/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clickup.svg)](/agentkit/connectors/clickup/) [ClickUp connector](/agentkit/connectors/clickup/) [Connect to ClickUp. Manage tasks, projects, workspaces, and team collaboration](/agentkit/connectors/clickup/) [OAuth 2.0](/agentkit/connectors/clickup/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/confluence.svg)](/agentkit/connectors/confluence/) [Confluence connector](/agentkit/connectors/confluence/) [Connect to Confluence. Manage spaces, pages, content, and team collaboration](/agentkit/connectors/confluence/) [OAuth 2.0](/agentkit/connectors/confluence/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/contentful.svg)](/agentkit/connectors/contentfulmcp/) [Contentful MCP connector](/agentkit/connectors/contentfulmcp/) [Connect to Contentful MCP. Manage spaces, entries, assets, content types, and taxonomies in your Contentful CMS from AI workflows.](/agentkit/connectors/contentfulmcp/) [OAuth 2.1/DCR](/agentkit/connectors/contentfulmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/discord.svg)](/agentkit/connectors/discord/) [Discord connector](/agentkit/connectors/discord/) [Connect to Discord. Read user profile, guilds, roles, manage bots, and perform interactions.](/agentkit/connectors/discord/) [OAuth 2.0](/agentkit/connectors/discord/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/figma.svg)](/agentkit/connectors/figma/) [Figma connector](/agentkit/connectors/figma/) [Connect to Figma to access user files, teams, projects, and design metadata via OAuth 2.0](/agentkit/connectors/figma/) [OAuth 2.0](/agentkit/connectors/figma/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fireflies.svg)](/agentkit/connectors/firefliesmcp/) [Fireflies MCP connector](/agentkit/connectors/firefliesmcp/) [Connect to Fireflies MCP. Search meeting transcripts, fetch recordings, manage channels, create soundbites, and retrieve analytics from your AI workflows.](/agentkit/connectors/firefliesmcp/) [OAuth 2.1/DCR](/agentkit/connectors/firefliesmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/github.png)](/agentkit/connectors/github/) [Github connector](/agentkit/connectors/github/) [GitHub is a cloud-based Git repository hosting service that allows developers to store, manage, and track changes to their code.](/agentkit/connectors/github/) [OAuth 2.0](/agentkit/connectors/github/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/github.png)](/agentkit/connectors/githubmcp/) [GitHub MCP connector](/agentkit/connectors/githubmcp/) [Connect to GitHub MCP. Manage repositories, issues, pull requests, branches, and files directly from your AI workflows.](/agentkit/connectors/githubmcp/) [OAuth 2.1](/agentkit/connectors/githubmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gitlab.svg)](/agentkit/connectors/gitlab/) [GitLab connector](/agentkit/connectors/gitlab/) [Connect to GitLab to manage repositories, issues, merge requests, pipelines, CI/CD, users, groups, and DevOps workflows.](/agentkit/connectors/gitlab/) [OAuth 2.0](/agentkit/connectors/gitlab/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/grain.svg)](/agentkit/connectors/grainmcp/) [Grain MCP connector](/agentkit/connectors/grainmcp/) [Grain is a meeting recording and intelligence platform. Use this connector to search and retrieve meeting recordings, transcripts, notes, action items...](/agentkit/connectors/grainmcp/) [OAuth 2.1/DCR](/agentkit/connectors/grainmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/icepanel.svg)](/agentkit/connectors/icepanelmcp/) [IcePanel MCP connector](/agentkit/connectors/icepanelmcp/) [Connect your IcePanel software architecture models to AI agents. Query and update your C4 model landscapes — systems, apps, components, connections, and...](/agentkit/connectors/icepanelmcp/) [OAuth 2.1/DCR](/agentkit/connectors/icepanelmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lucid.svg)](/agentkit/connectors/lucidmcp/) [Lucid MCP connector](/agentkit/connectors/lucidmcp/) [Connect to Lucid. Create and edit Lucidchart diagrams, Lucidspark boards, and Lucidscale visualizations from your AI workflows.](/agentkit/connectors/lucidmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lucidmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft365.svg)](/agentkit/connectors/microsoft365/) [Microsoft 365 connector](/agentkit/connectors/microsoft365/) [Connect to Microsoft 365. Unified access to Outlook, Excel, Word, OneNote, OneDrive, SharePoint, and Teams through Microsoft Graph API.](/agentkit/connectors/microsoft365/) [OAuth 2.0](/agentkit/connectors/microsoft365/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/Miro.svg)](/agentkit/connectors/miro/) [Miro connector](/agentkit/connectors/miro/) [Miro is a visual collaboration platform for teams. Manage boards, sticky notes, shapes, cards, frames, connectors, images, and tags using the Miro REST...](/agentkit/connectors/miro/) [OAuth 2.0](/agentkit/connectors/miro/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/monday.svg)](/agentkit/connectors/mondaymcp/) [Monday MCP connector](/agentkit/connectors/mondaymcp/) [Connect to the monday.com MCP server to manage boards, items, columns, docs, and workflows directly from your AI agents.](/agentkit/connectors/mondaymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mondaymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/monday.svg)](/agentkit/connectors/monday/) [Monday.com connector](/agentkit/connectors/monday/) [Connect to Monday.com. Manage boards, tasks, workflows, teams, and project collaboration](/agentkit/connectors/monday/) [OAuth 2.0](/agentkit/connectors/monday/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/nocodb.svg)](/agentkit/connectors/nocodbmcp/) [NocoDB MCP connector](/agentkit/connectors/nocodbmcp/) [Connect to NocoDB MCP. Create and manage databases, tables, records, views, and fields from your AI workflows.](/agentkit/connectors/nocodbmcp/) [OAuth 2.1/DCR](/agentkit/connectors/nocodbmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/notion.svg)](/agentkit/connectors/notion/) [Notion connector](/agentkit/connectors/notion/) [Connect to Notion workspace. Create, edit pages, manage databases, and collaborate on content](/agentkit/connectors/notion/) [OAuth 2.0](/agentkit/connectors/notion/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/otterai.svg)](/agentkit/connectors/otteraimcp/) [OtterAI MCP connector](/agentkit/connectors/otteraimcp/) [Connect to OtterAI MCP. Search meeting recordings, fetch full transcripts, and retrieve user account info from your AI workflows.](/agentkit/connectors/otteraimcp/) [OAuth 2.1/DCR](/agentkit/connectors/otteraimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slack.svg)](/agentkit/connectors/slack/) [Slack connector](/agentkit/connectors/slack/) [Connect to Slack workspace. Send Messages as Bots or on behalf of users](/agentkit/connectors/slack/) [OAuth 2.0](/agentkit/connectors/slack/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slack.svg)](/agentkit/connectors/slackmcp/) [Slack MCP connector](/agentkit/connectors/slackmcp/) [Connect to Slack MCP. Send and read messages, search channels and users, manage canvases, and react to messages across your Slack workspace.](/agentkit/connectors/slackmcp/) [OAuth 2.1](/agentkit/connectors/slackmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slite.svg)](/agentkit/connectors/slitemcp/) [Slite MCP connector](/agentkit/connectors/slitemcp/) [Connect to Slite MCP. Create and manage notes, channels, collections, and comments in Slite from AI workflows.](/agentkit/connectors/slitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/slitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft-teams.svg)](/agentkit/connectors/microsoftteams/) [Teams connector](/agentkit/connectors/microsoftteams/) [Connect to Microsoft Teams. Manage messages, channels, meetings, and team collaboration](/agentkit/connectors/microsoftteams/) [OAuth 2.0](/agentkit/connectors/microsoftteams/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/trello_n.svg)](/agentkit/connectors/trello/) [Trello connector](/agentkit/connectors/trello/) [Connect to Trello. Manage boards, cards, lists, and team collaboration workflows](/agentkit/connectors/trello/) [OAuth 1.0a](/agentkit/connectors/trello/) ## Communication [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/agentmail.svg)](/agentkit/connectors/agentmailmcp/) [Agentmail MCP connector](/agentkit/connectors/agentmailmcp/) [Connect to Agentmail MCP. Manage inboxes, send and receive email, handle drafts, threads, and attachments from your AI workflows.](/agentkit/connectors/agentmailmcp/) [OAuth 2.1/DCR](/agentkit/connectors/agentmailmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/brevo.svg)](/agentkit/connectors/brevomcp/) [Brevo MCP connector](/agentkit/connectors/brevomcp/) [Connect to Brevo MCP. Manage email and SMS campaigns, transactional emails, contacts, lists, automations, and loyalty programs from your AI workflows.](/agentkit/connectors/brevomcp/) [OAuth 2.1/DCR](/agentkit/connectors/brevomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/close.svg)](/agentkit/connectors/close/) [Close connector](/agentkit/connectors/close/) [Connect to Close CRM. Manage leads, contacts, opportunities, tasks, activities, and sales workflows](/agentkit/connectors/close/) [OAuth 2.0](/agentkit/connectors/close/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/close.svg)](/agentkit/connectors/closemcp/) [Close MCP connector](/agentkit/connectors/closemcp/) [Close is a CRM and sales platform. The Close MCP server provides a standardized interface that allows any compatible AI model or agent to access Close CRM...](/agentkit/connectors/closemcp/) [OAuth 2.1](/agentkit/connectors/closemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/discord.svg)](/agentkit/connectors/discord/) [Discord connector](/agentkit/connectors/discord/) [Connect to Discord. Read user profile, guilds, roles, manage bots, and perform interactions.](/agentkit/connectors/discord/) [OAuth 2.0](/agentkit/connectors/discord/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/echtpost.svg)](/agentkit/connectors/echtpostmcp/) [Echtpost MCP connector](/agentkit/connectors/echtpostmcp/) [Connect to Echtpost MCP. Send physical postcards and letters programmatically via the Echtpost API.](/agentkit/connectors/echtpostmcp/) [OAuth 2.1/DCR](/agentkit/connectors/echtpostmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fathom.svg)](/agentkit/connectors/fathom/) [Fathom connector](/agentkit/connectors/fathom/) [Connect to Fathom AI meeting assistant. Record, transcribe, and summarize meetings with AI-powered insights](/agentkit/connectors/fathom/) [API Key](/agentkit/connectors/fathom/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/freshdesk.png)](/agentkit/connectors/freshdesk/) [Freshdesk connector](/agentkit/connectors/freshdesk/) [Connect to Freshdesk. Manage tickets, contacts, companies, and customer support workflows](/agentkit/connectors/freshdesk/) [Basic Auth](/agentkit/connectors/freshdesk/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gmail.svg)](/agentkit/connectors/gmail/) [Gmail connector](/agentkit/connectors/gmail/) [Gmail is Google's cloud based email service that allows you to access your messages from any computer or device with just a web browser.](/agentkit/connectors/gmail/) [OAuth 2.0](/agentkit/connectors/gmail/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_calendar.svg)](/agentkit/connectors/googlecalendar/) [Google Calendar connector](/agentkit/connectors/googlecalendar/) [Google Calendar is Google's cloud-based calendar service that allows you to manage your events, appointments, and schedules from any computer or device...](/agentkit/connectors/googlecalendar/) [OAuth 2.0](/agentkit/connectors/googlecalendar/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_meet.svg)](/agentkit/connectors/googlemeet/) [Google Meet connector](/agentkit/connectors/googlemeet/) [Connect to Google Meet. Create and manage video meetings with powerful collaboration features](/agentkit/connectors/googlemeet/) [OAuth 2.0](/agentkit/connectors/googlemeet/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google.svg)](/agentkit/connectors/googledwd/) [Google Workspace (DWD) connector](/agentkit/connectors/googledwd/) [Connect to Google Workspace APIs (Gmail, Drive, Docs, Sheets, Slides, Forms) using a GCP service account with Domain-Wide Delegation for server-to-server...](/agentkit/connectors/googledwd/) [Service Account (DWD)](/agentkit/connectors/googledwd/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granola/) [Granola connector](/agentkit/connectors/granola/) [Connect to Granola to access AI-generated meeting notes, summaries, transcripts, and attendee data from your workspace. Granola automatically records and...](/agentkit/connectors/granola/) [Bearer Token](/agentkit/connectors/granola/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granolamcp/) [Granola MCP connector](/agentkit/connectors/granolamcp/) [Connect to Granola MCP using OAuth 2.1 with MCP discovery and dynamic client registration.](/agentkit/connectors/granolamcp/) [OAuth 2.1/DCR](/agentkit/connectors/granolamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/intercom.svg)](/agentkit/connectors/intercom/) [Intercom connector](/agentkit/connectors/intercom/) [Connect to Intercom. Send messages, manage conversations, and interact with users and contacts.](/agentkit/connectors/intercom/) [OAuth 2.0](/agentkit/connectors/intercom/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/linkedin.svg)](/agentkit/connectors/linkedin/) [LinkedIn connector](/agentkit/connectors/linkedin/) [Connect to LinkedIn to manage posts, ads, organizations, analytics, and professional profiles from your AI workflows.](/agentkit/connectors/linkedin/) [OAuth 2.0](/agentkit/connectors/linkedin/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailerlite.svg)](/agentkit/connectors/mailerlitemcp/) [Mailerlite MCP connector](/agentkit/connectors/mailerlitemcp/) [Connect to MailerLite MCP. Manage email campaigns, subscribers, groups, automations, and forms from your AI workflows.](/agentkit/connectors/mailerlitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/mailerlitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft365.svg)](/agentkit/connectors/microsoft365/) [Microsoft 365 connector](/agentkit/connectors/microsoft365/) [Connect to Microsoft 365. Unified access to Outlook, Excel, Word, OneNote, OneDrive, SharePoint, and Teams through Microsoft Graph API.](/agentkit/connectors/microsoft365/) [OAuth 2.0](/agentkit/connectors/microsoft365/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mixmax.svg)](/agentkit/connectors/mixmaxmcp/) [Mixmax MCP connector](/agentkit/connectors/mixmaxmcp/) [Connect to Mixmax MCP. Manage email sequences, templates, contacts, and engagement analytics from your AI workflows.](/agentkit/connectors/mixmaxmcp/) [OAuth 2.1/DCR](/agentkit/connectors/mixmaxmcp/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/outlook.svg)](/agentkit/connectors/outlook/) [Outlook connector](/agentkit/connectors/outlook/) [Connect to Microsoft Outlook. Manage emails, calendar events, contacts, and tasks](/agentkit/connectors/outlook/) [OAuth 2.0](/agentkit/connectors/outlook/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/salesloft.svg)](/agentkit/connectors/salesloft/) [Salesloft connector](/agentkit/connectors/salesloft/) [Connect with Salesloft to manage people, cadences, accounts, activities, emails, calls, and notes](/agentkit/connectors/salesloft/) [OAuth 2.0](/agentkit/connectors/salesloft/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/servicenow.svg)](/agentkit/connectors/servicenow/) [ServiceNow connector](/agentkit/connectors/servicenow/) [Connect to ServiceNow. Manage incidents, service requests, CMDB, and IT service management workflows](/agentkit/connectors/servicenow/) [OAuth 2.0](/agentkit/connectors/servicenow/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slack.svg)](/agentkit/connectors/slack/) [Slack connector](/agentkit/connectors/slack/) [Connect to Slack workspace. Send Messages as Bots or on behalf of users](/agentkit/connectors/slack/) [OAuth 2.0](/agentkit/connectors/slack/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slack.svg)](/agentkit/connectors/slackmcp/) [Slack MCP connector](/agentkit/connectors/slackmcp/) [Connect to Slack MCP. Send and read messages, search channels and users, manage canvases, and react to messages across your Slack workspace.](/agentkit/connectors/slackmcp/) [OAuth 2.1](/agentkit/connectors/slackmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft-teams.svg)](/agentkit/connectors/microsoftteams/) [Teams connector](/agentkit/connectors/microsoftteams/) [Connect to Microsoft Teams. Manage messages, channels, meetings, and team collaboration](/agentkit/connectors/microsoftteams/) [OAuth 2.0](/agentkit/connectors/microsoftteams/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/twilio.svg)](/agentkit/connectors/twilio/) [Twilio connector](/agentkit/connectors/twilio/) [Connect to Twilio to send SMS/MMS messages, make voice calls, verify phone numbers with OTP, manage phone numbers, and access usage records.](/agentkit/connectors/twilio/) [Basic Auth](/agentkit/connectors/twilio/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/X.svg)](/agentkit/connectors/twitter/) [Twitter / X connector](/agentkit/connectors/twitter/) [Connect to Twitter. Read and write Tweets, read users, manage follows, bookmarks, etc.](/agentkit/connectors/twitter/) [Bearer Token](/agentkit/connectors/twitter/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zendesk.svg)](/agentkit/connectors/zendesk/) [Zendesk connector](/agentkit/connectors/zendesk/) [Connect to Zendesk. Manage customer support tickets, users, organizations, and help desk operations](/agentkit/connectors/zendesk/) [API KEY](/agentkit/connectors/zendesk/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zoom.svg)](/agentkit/connectors/zoom/) [Zoom connector](/agentkit/connectors/zoom/) [Connect to Zoom. Schedule meetings, manage recordings, and handle video conferencing workflows](/agentkit/connectors/zoom/) [OAuth 2.0](/agentkit/connectors/zoom/) ## CRM & Sales [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/affinity.svg)](/agentkit/connectors/affinity/) [Affinity connector](/agentkit/connectors/affinity/) [Connect to Affinity relationship intelligence CRM to manage deal flow, relationships, pipeline opportunities, and network connections for private capital...](/agentkit/connectors/affinity/) [Bearer Token](/agentkit/connectors/affinity/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/ahrefs.svg)](/agentkit/connectors/ahrefsmcp/) [Ahrefs MCP connector](/agentkit/connectors/ahrefsmcp/) [Connect to Ahrefs MCP to access SEO data including backlinks, keyword research, site audits, rank tracking, and web analytics directly from your AI...](/agentkit/connectors/ahrefsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/ahrefsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/apollo.svg)](/agentkit/connectors/apollo/) [Apollo connector](/agentkit/connectors/apollo/) [Connect to Apollo.io to search and enrich B2B contacts and accounts, manage CRM contacts, and automate outreach sequences.](/agentkit/connectors/apollo/) [OAuth 2.0](/agentkit/connectors/apollo/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/attention.svg)](/agentkit/connectors/attention/) [Attention connector](/agentkit/connectors/attention/) [Connect to Attention for AI insights, conversations, teams, and workflows](/agentkit/connectors/attention/) [API Key](/agentkit/connectors/attention/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/attio.svg)](/agentkit/connectors/attio/) [Attio connector](/agentkit/connectors/attio/) [Connect to Attio CRM to manage contacts, companies, deals, notes, tasks, and lists with a modern relationship management platform.](/agentkit/connectors/attio/) [OAuth 2.0](/agentkit/connectors/attio/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bitly.svg)](/agentkit/connectors/bitlymcp/) [Bitly MCP connector](/agentkit/connectors/bitlymcp/) [Connect with Bitly MCP for URL shortening, link analytics, and branded links.](/agentkit/connectors/bitlymcp/) [OAuth 2.1/DCR](/agentkit/connectors/bitlymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/chilipiper.svg)](/agentkit/connectors/chilipipermcp/) [ChiliPiper MCP connector](/agentkit/connectors/chilipipermcp/) [Connect to ChiliPiper MCP. Schedule meetings, manage routing rules, track distributions, and automate handoffs from your AI agents.](/agentkit/connectors/chilipipermcp/) [Bearer Token](/agentkit/connectors/chilipipermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/chorus.svg)](/agentkit/connectors/chorus/) [Chorus connector](/agentkit/connectors/chorus/) [Connect to Chorus.ai to sync calls, transcripts, conversation intelligence, and analytics.](/agentkit/connectors/chorus/) [Basic Auth](/agentkit/connectors/chorus/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clari.svg)](/agentkit/connectors/clari_copilot/) [Clari Copilot connector](/agentkit/connectors/clari_copilot/) [Connect to Clari Copilot for sales call transcripts, analytics, call data, and insights.](/agentkit/connectors/clari_copilot/) [API Key](/agentkit/connectors/clari_copilot/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clarify.svg)](/agentkit/connectors/clarifymcp/) [Clarify MCP connector](/agentkit/connectors/clarifymcp/) [Connect to Clarify MCP to manage CRM records, leads, campaigns, lists, and analytics directly from your AI workflows.](/agentkit/connectors/clarifymcp/) [OAuth 2.1/DCR](/agentkit/connectors/clarifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/close.svg)](/agentkit/connectors/close/) [Close connector](/agentkit/connectors/close/) [Connect to Close CRM. Manage leads, contacts, opportunities, tasks, activities, and sales workflows](/agentkit/connectors/close/) [OAuth 2.0](/agentkit/connectors/close/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/close.svg)](/agentkit/connectors/closemcp/) [Close MCP connector](/agentkit/connectors/closemcp/) [Close is a CRM and sales platform. The Close MCP server provides a standardized interface that allows any compatible AI model or agent to access Close CRM...](/agentkit/connectors/closemcp/) [OAuth 2.1](/agentkit/connectors/closemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/commonroom.svg)](/agentkit/connectors/commonroommcp/) [Commonroom MCP connector](/agentkit/connectors/commonroommcp/) [Connect to Common Room MCP to manage community members, objects, and feedback data directly from your AI workflows.](/agentkit/connectors/commonroommcp/) [OAuth 2.1/DCR](/agentkit/connectors/commonroommcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/customerio.svg)](/agentkit/connectors/customeriomcp/) [Customer.io MCP connector](/agentkit/connectors/customeriomcp/) [Connect to Customer.io MCP to manage customers, campaigns, and events](/agentkit/connectors/customeriomcp/) [OAuth 2.1/DCR](/agentkit/connectors/customeriomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/dynamo.svg)](/agentkit/connectors/dynamo/) [Dynamo Software connector](/agentkit/connectors/dynamo/) [Connect to Dynamo Software API to access investment management, CRM, and reporting data.](/agentkit/connectors/dynamo/) [Bearer Token](/agentkit/connectors/dynamo/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/evertrace.png)](/agentkit/connectors/evertrace/) [Evertrace AI connector](/agentkit/connectors/evertrace/) [Connect to evertrace.ai to search and manage talent signals, saved searches, and lists. Access rich professional profiles with scoring, experiences, and...](/agentkit/connectors/evertrace/) [Bearer Token](/agentkit/connectors/evertrace/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fullenrich.svg)](/agentkit/connectors/fullenrichmcp/) [Fullenrich MCP connector](/agentkit/connectors/fullenrichmcp/) [Connect to FullEnrich MCP. Enrich contacts with verified email addresses and phone numbers using waterfall enrichment across multiple data providers.](/agentkit/connectors/fullenrichmcp/) [OAuth 2.1/DCR](/agentkit/connectors/fullenrichmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gainsight.svg)](/agentkit/connectors/gainsight/) [Gainsight connector](/agentkit/connectors/gainsight/) [Connect to Gainsight Customer Success to manage companies, contacts, calls to action, success plans, timeline activities, and custom objects. Power...](/agentkit/connectors/gainsight/) [API Key](/agentkit/connectors/gainsight/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gong.svg)](/agentkit/connectors/gong/) [Gong connector](/agentkit/connectors/gong/) [Connect with Gong to sync calls, transcripts, insights, coaching and CRM activity](/agentkit/connectors/gong/) [OAuth 2.0](/agentkit/connectors/gong/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_ads.png)](/agentkit/connectors/google_ads/) [Google Ads connector](/agentkit/connectors/google_ads/) [Connect to Google Ads to manage advertising campaigns, analyze performance metrics, and optimize ad spending across Google's advertising platform](/agentkit/connectors/google_ads/) [OAuth 2.0](/agentkit/connectors/google_ads/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/heyreach.svg)](/agentkit/connectors/heyreach/) [HeyReach connector](/agentkit/connectors/heyreach/) [Connect to HeyReach to manage LinkedIn outreach campaigns, lead lists, and conversations. List campaigns, retrieve leads, monitor campaign progress, and...](/agentkit/connectors/heyreach/) [API Key](/agentkit/connectors/heyreach/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/hub_spot.svg)](/agentkit/connectors/hubspot/) [HubSpot connector](/agentkit/connectors/hubspot/) [Connect to HubSpot CRM. Manage contacts, deals, companies, and marketing automation](/agentkit/connectors/hubspot/) [OAuth 2.0](/agentkit/connectors/hubspot/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jiminny.svg)](/agentkit/connectors/jiminny/) [Jiminny connector](/agentkit/connectors/jiminny/) [Connect with Jiminny to access call recordings, transcripts, coaching insights, and conversation intelligence data.](/agentkit/connectors/jiminny/) [Bearer Token](/agentkit/connectors/jiminny/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/klaviyo.svg)](/agentkit/connectors/klaviyomcp/) [Klaviyo MCP connector](/agentkit/connectors/klaviyomcp/) [Connect to Klaviyo MCP. Report, strategize & create with real-time Klaviyo data](/agentkit/connectors/klaviyomcp/) [OAuth 2.1/DCR](/agentkit/connectors/klaviyomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/leadiq.svg)](/agentkit/connectors/leadiq/) [LeadIQ connector](/agentkit/connectors/leadiq/) [Connect to LeadIQ to search and enrich B2B contacts and companies with verified emails, direct dials, and mobile numbers. Build prospect lists and power...](/agentkit/connectors/leadiq/) [API Key](/agentkit/connectors/leadiq/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lemlist.svg)](/agentkit/connectors/lemlistmcp/) [Lemlist MCP connector](/agentkit/connectors/lemlistmcp/) [Connect to Lemlist MCP. Manage outbound sales campaigns, leads, email sequences, and LinkedIn outreach from your AI workflows.](/agentkit/connectors/lemlistmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lemlistmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/linkedin.svg)](/agentkit/connectors/linkedin/) [LinkedIn connector](/agentkit/connectors/linkedin/) [Connect to LinkedIn to manage posts, ads, organizations, analytics, and professional profiles from your AI workflows.](/agentkit/connectors/linkedin/) [OAuth 2.0](/agentkit/connectors/linkedin/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lusha.svg)](/agentkit/connectors/lushamcp/) [Lusha MCP connector](/agentkit/connectors/lushamcp/) [Connect to Lusha MCP. Search and enrich B2B contacts and companies, find lookalikes, run prospecting searches, and access intent and activity signals from...](/agentkit/connectors/lushamcp/) [API Key](/agentkit/connectors/lushamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mixmax.svg)](/agentkit/connectors/mixmaxmcp/) [Mixmax MCP connector](/agentkit/connectors/mixmaxmcp/) [Connect to Mixmax MCP. Manage email sequences, templates, contacts, and engagement analytics from your AI workflows.](/agentkit/connectors/mixmaxmcp/) [OAuth 2.1/DCR](/agentkit/connectors/mixmaxmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/outreach.png)](/agentkit/connectors/outreach/) [Outreach connector](/agentkit/connectors/outreach/) [Connect with Outreach to manage prospects, accounts, sequences, emails, calls, and sales engagement workflows.](/agentkit/connectors/outreach/) [OAuth 2.0](/agentkit/connectors/outreach/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pipedrive.svg)](/agentkit/connectors/pipedrive/) [Pipedrive connector](/agentkit/connectors/pipedrive/) [Connect to Pipedrive CRM. Manage deals, contacts, organizations, activities, leads, and notes to streamline your sales pipeline.](/agentkit/connectors/pipedrive/) [OAuth 2.0](/agentkit/connectors/pipedrive/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/revealedai.svg)](/agentkit/connectors/revealedaimcp/) [Revealed AI MCP connector](/agentkit/connectors/revealedaimcp/) [Connect to Revealed AI. Track account signals, buyer personas, and people changes to surface timely outreach actions and account intelligence for B2B...](/agentkit/connectors/revealedaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/revealedaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sales_force.svg)](/agentkit/connectors/salesforce/) [Salesforce connector](/agentkit/connectors/salesforce/) [Connect to Salesforce CRM. Manage leads, opportunities, accounts, and customer relationships](/agentkit/connectors/salesforce/) [OAuth 2.0](/agentkit/connectors/salesforce/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/salesloft.svg)](/agentkit/connectors/salesloft/) [Salesloft connector](/agentkit/connectors/salesloft/) [Connect with Salesloft to manage people, cadences, accounts, activities, emails, calls, and notes](/agentkit/connectors/salesloft/) [OAuth 2.0](/agentkit/connectors/salesloft/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/storeleads.svg)](/agentkit/connectors/storeleadsmcp/) [StoreLeads MCP connector](/agentkit/connectors/storeleadsmcp/) [Connect to StoreLeads MCP to discover, search, and analyze e-commerce stores and their technology stack from your AI workflows.](/agentkit/connectors/storeleadsmcp/) [Bearer Token](/agentkit/connectors/storeleadsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/supermetrics.svg)](/agentkit/connectors/supermetricsmcp/) [Supermetrics MCP connector](/agentkit/connectors/supermetricsmcp/) [Connect to Supermetrics MCP to query marketing data, discover data sources, manage campaigns, and run analytics across your connected ad and analytics...](/agentkit/connectors/supermetricsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/supermetricsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sybill.svg)](/agentkit/connectors/sybilmcp/) [Sybill MCP connector](/agentkit/connectors/sybilmcp/) [Connect to Sybill. Access AI-generated summaries of sales calls, deals, accounts, and conversations to accelerate B2B revenue workflows.](/agentkit/connectors/sybilmcp/) [OAuth 2.1/DCR](/agentkit/connectors/sybilmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zoominfo.svg)](/agentkit/connectors/zoominfo/) [ZoomInfo connector](/agentkit/connectors/zoominfo/) [Connect to ZoomInfo to search and enrich B2B contact and company data, access intent signals, discover technographic insights, and manage GTM Studio...](/agentkit/connectors/zoominfo/) [OAuth 2.0](/agentkit/connectors/zoominfo/) ## Customer Support [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/devrev.svg)](/agentkit/connectors/devrevmcp/) [Dev Rev MCP connector](/agentkit/connectors/devrevmcp/) [Connect to DevRev MCP. Manage issues, work items, conversations, and customer data in the DevRev product development platform.](/agentkit/connectors/devrevmcp/) [Bearer Token](/agentkit/connectors/devrevmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/freshdesk.png)](/agentkit/connectors/freshdesk/) [Freshdesk connector](/agentkit/connectors/freshdesk/) [Connect to Freshdesk. Manage tickets, contacts, companies, and customer support workflows](/agentkit/connectors/freshdesk/) [Basic Auth](/agentkit/connectors/freshdesk/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gainsight.svg)](/agentkit/connectors/gainsight/) [Gainsight connector](/agentkit/connectors/gainsight/) [Connect to Gainsight Customer Success to manage companies, contacts, calls to action, success plans, timeline activities, and custom objects. Power...](/agentkit/connectors/gainsight/) [API Key](/agentkit/connectors/gainsight/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/intercom.svg)](/agentkit/connectors/intercom/) [Intercom connector](/agentkit/connectors/intercom/) [Connect to Intercom. Send messages, manage conversations, and interact with users and contacts.](/agentkit/connectors/intercom/) [OAuth 2.0](/agentkit/connectors/intercom/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/memberstack.svg)](/agentkit/connectors/memberstackmcp/) [Memberstack MCP connector](/agentkit/connectors/memberstackmcp/) [Connect to Memberstack MCP. Manage members, plans, form submissions, and permissions for your membership-based application.](/agentkit/connectors/memberstackmcp/) [OAuth 2.1/DCR](/agentkit/connectors/memberstackmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/plain.svg)](/agentkit/connectors/plainmcp/) [Plain MCP connector](/agentkit/connectors/plainmcp/) [Connect to Plain MCP. Manage customer support threads, labels, tenants, Help Center articles, and thread field schemas directly from your AI workflows.](/agentkit/connectors/plainmcp/) [OAuth 2.1/DCR](/agentkit/connectors/plainmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pylon.svg)](/agentkit/connectors/pylonmcp/) [Pylon MCP connector](/agentkit/connectors/pylonmcp/) [Connect to Pylon MCP. Manage customer issues, accounts, projects, milestones, and tasks from your AI workflows.](/agentkit/connectors/pylonmcp/) [OAuth 2.1/DCR](/agentkit/connectors/pylonmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/servicenow.svg)](/agentkit/connectors/servicenow/) [ServiceNow connector](/agentkit/connectors/servicenow/) [Connect to ServiceNow. Manage incidents, service requests, CMDB, and IT service management workflows](/agentkit/connectors/servicenow/) [OAuth 2.0](/agentkit/connectors/servicenow/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zendesk.svg)](/agentkit/connectors/zendesk/) [Zendesk connector](/agentkit/connectors/zendesk/) [Connect to Zendesk. Manage customer support tickets, users, organizations, and help desk operations](/agentkit/connectors/zendesk/) [API KEY](/agentkit/connectors/zendesk/) ## Databases [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/redshift.svg)](/agentkit/connectors/redshift/) [AWS Redshift connector](/agentkit/connectors/redshift/) [Amazon Redshift is a fully managed cloud data warehouse that enables fast, cost-effective analysis of structured and semi-structured data at scale.](/agentkit/connectors/redshift/) [Trusted IDP](/agentkit/connectors/redshift/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bigquery.svg)](/agentkit/connectors/bigqueryserviceaccount/) [BigQuery (Service Account) connector](/agentkit/connectors/bigqueryserviceaccount/) [Connect to Google BigQuery using a GCP service account for server-to-server authentication without user login.](/agentkit/connectors/bigqueryserviceaccount/) [Service Account](/agentkit/connectors/bigqueryserviceaccount/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bitquery.svg)](/agentkit/connectors/bitquerymcp/) [Bitquery MCP connector](/agentkit/connectors/bitquerymcp/) [Connect to Bitquery MCP. Query on-chain DEX trading data, token prices, OHLCV series, trader profiles, and trending tokens across multiple blockchains...](/agentkit/connectors/bitquerymcp/) [OAuth 2.1/DCR](/agentkit/connectors/bitquerymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/candid.svg)](/agentkit/connectors/candidmcp/) [Candid MCP connector](/agentkit/connectors/candidmcp/) [Connect to Candid MCP. Search nonprofit organizations, explore philanthropic data, and classify social sector activities using Candid's knowledge base.](/agentkit/connectors/candidmcp/) [OAuth 2.1/DCR](/agentkit/connectors/candidmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clickhouse.svg)](/agentkit/connectors/clickhouse/) [Clickhouse MCP connector](/agentkit/connectors/clickhouse/) [Connect to ClickHouse MCP to query, analyze, and manage your ClickHouse databases directly from your AI workflows.](/agentkit/connectors/clickhouse/) [OAuth 2.1/DCR](/agentkit/connectors/clickhouse/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/databricks-1.svg)](/agentkit/connectors/databricksworkspace/) [Databricks Workspace connector](/agentkit/connectors/databricksworkspace/) [Connect to Databricks Workspace APIs using a Service Principal with OAuth 2.0 client credentials to manage clusters, jobs, notebooks, SQL, and more.](/agentkit/connectors/databricksworkspace/) [Service Principal (OAuth 2.0)](/agentkit/connectors/databricksworkspace/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/dynamo.svg)](/agentkit/connectors/dynamo/) [Dynamo Software connector](/agentkit/connectors/dynamo/) [Connect to Dynamo Software API to access investment management, CRM, and reporting data.](/agentkit/connectors/dynamo/) [Bearer Token](/agentkit/connectors/dynamo/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bigquery.svg)](/agentkit/connectors/bigquery/) [Google BigQuery connector](/agentkit/connectors/bigquery/) [BigQuery is Google Cloud’s fully-managed enterprise data warehouse for analytics at scale.](/agentkit/connectors/bigquery/) [OAuth 2.0](/agentkit/connectors/bigquery/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/googlelooker.svg)](/agentkit/connectors/googlelooker/) [Google Looker connector](/agentkit/connectors/googlelooker/) [Connect to Google Looker or self-hosted Looker Core. Browse dashboards, run Looks, query LookML models, and access BI data programmatically.](/agentkit/connectors/googlelooker/) [OAuth 2.0](/agentkit/connectors/googlelooker/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mem0.svg)](/agentkit/connectors/mem0mcp/) [Mem0 MCP connector](/agentkit/connectors/mem0mcp/) [Connect to Mem0 MCP. Store, search, and retrieve persistent memory for AI agents and applications using semantic search.](/agentkit/connectors/mem0mcp/) [OAuth 2.1/DCR](/agentkit/connectors/mem0mcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/neon.svg)](/agentkit/connectors/neonmcp/) [Neon MCP connector](/agentkit/connectors/neonmcp/) [Connect to Neon MCP. Manage Neon serverless Postgres databases, projects, branches, and queries from your AI workflows.](/agentkit/connectors/neonmcp/) [OAuth 2.1/DCR](/agentkit/connectors/neonmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/nocodb.svg)](/agentkit/connectors/nocodbmcp/) [NocoDB MCP connector](/agentkit/connectors/nocodbmcp/) [Connect to NocoDB MCP. Create and manage databases, tables, records, views, and fields from your AI workflows.](/agentkit/connectors/nocodbmcp/) [OAuth 2.1/DCR](/agentkit/connectors/nocodbmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/planetscale.svg)](/agentkit/connectors/planetscalemcp/) [Planet Scale MCP connector](/agentkit/connectors/planetscalemcp/) [Connect to PlanetScale MCP. Run SQL queries, inspect database branches and schemas, get query performance insights, and manage organizations and invoices...](/agentkit/connectors/planetscalemcp/) [OAuth 2.1/DCR](/agentkit/connectors/planetscalemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/prisma.svg)](/agentkit/connectors/prismamcp/) [Prisma MCP connector](/agentkit/connectors/prismamcp/) [Connect to Prisma MCP. Manage Prisma Postgres databases, run SQL queries, handle backups, and manage connection strings from your AI workflows.](/agentkit/connectors/prismamcp/) [OAuth 2.1/DCR](/agentkit/connectors/prismamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/snowflake.svg)](/agentkit/connectors/snowflake/) [Snowflake connector](/agentkit/connectors/snowflake/) [Connect to Snowflake to manage and analyze your data warehouse workloads](/agentkit/connectors/snowflake/) [OAuth 2.0](/agentkit/connectors/snowflake/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/snowflake.svg)](/agentkit/connectors/snowflakekeyauth/) [Snowflake Key Pair Auth connector](/agentkit/connectors/snowflakekeyauth/) [Connect to Snowflake via Public Private Key Pair to manage and analyze your data warehouse workloads](/agentkit/connectors/snowflakekeyauth/) [Bearer Token](/agentkit/connectors/snowflakekeyauth/) ## Design [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/biorendermcp.svg)](/agentkit/connectors/biorendermcp/) [Bio Render MCP connector](/agentkit/connectors/biorendermcp/) [Connect to BioRender MCP. Search BioRender's scientific icon and figure template libraries to build publication-ready biological illustrations.](/agentkit/connectors/biorendermcp/) [OAuth 2.1/DCR](/agentkit/connectors/biorendermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/eraser.svg)](/agentkit/connectors/erasermcp/) [Eraser MCP connector](/agentkit/connectors/erasermcp/) [Connect to Eraser MCP. Create and edit diagrams, flowcharts, and technical documentation using Eraser's AI-powered diagramming tools.](/agentkit/connectors/erasermcp/) [OAuth 2.1/DCR](/agentkit/connectors/erasermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/figma.svg)](/agentkit/connectors/figma/) [Figma connector](/agentkit/connectors/figma/) [Connect to Figma to access user files, teams, projects, and design metadata via OAuth 2.0](/agentkit/connectors/figma/) [OAuth 2.0](/agentkit/connectors/figma/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lucid.svg)](/agentkit/connectors/lucidmcp/) [Lucid MCP connector](/agentkit/connectors/lucidmcp/) [Connect to Lucid. Create and edit Lucidchart diagrams, Lucidspark boards, and Lucidscale visualizations from your AI workflows.](/agentkit/connectors/lucidmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lucidmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/Miro.svg)](/agentkit/connectors/miro/) [Miro connector](/agentkit/connectors/miro/) [Miro is a visual collaboration platform for teams. Manage boards, sticky notes, shapes, cards, frames, connectors, images, and tags using the Miro REST...](/agentkit/connectors/miro/) [OAuth 2.0](/agentkit/connectors/miro/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/webflow.svg)](/agentkit/connectors/webflowmcp/) [Webflow MCP connector](/agentkit/connectors/webflowmcp/) [Connect to Webflow. Build and manage websites, pages, components, styles, assets, CMS collections, and site settings through the Webflow Designer and Data...](/agentkit/connectors/webflowmcp/) [OAuth 2.1/DCR](/agentkit/connectors/webflowmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/whimsical.svg)](/agentkit/connectors/whimsicalmcp/) [Whimsical MCP connector](/agentkit/connectors/whimsicalmcp/) [Connect to Whimsical MCP. Create and edit flowcharts, mind maps, wireframes, and docs, and manage boards, comments, and workspaces from your AI workflows.](/agentkit/connectors/whimsicalmcp/) [OAuth 2.1/DCR](/agentkit/connectors/whimsicalmcp/) ## Developer Tools [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/apify.svg)](/agentkit/connectors/apifymcp/) [Apify MCP connector](/agentkit/connectors/apifymcp/) [Connect to Apify MCP to run web scraping, browser automation, and data extraction Actors directly from your AI workflows.](/agentkit/connectors/apifymcp/) [Bearer Token](/agentkit/connectors/apifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bitbucket.svg)](/agentkit/connectors/bitbucket/) [Bitbucket connector](/agentkit/connectors/bitbucket/) [Connect to Bitbucket. Manage repositories, pipelines, pull requests, and code collaboration.](/agentkit/connectors/bitbucket/) [OAuth 2.0](/agentkit/connectors/bitbucket/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bugsnag.svg)](/agentkit/connectors/bugsnagmcp/) [Bugsnag MCP connector](/agentkit/connectors/bugsnagmcp/) [Connect to Bugsnag MCP. Monitor errors, releases, traces, and span groups across your projects from your AI workflows.](/agentkit/connectors/bugsnagmcp/) [OAuth 2.1/DCR](/agentkit/connectors/bugsnagmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/buildkite.svg)](/agentkit/connectors/buildkitemcp/) [Buildkite MCP connector](/agentkit/connectors/buildkitemcp/) [Connect to Buildkite MCP. Manage CI/CD pipelines, builds, agents, clusters, and test suites from your AI workflows.](/agentkit/connectors/buildkitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/buildkitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/carbone.svg)](/agentkit/connectors/carboneiomcp/) [Carbone.io MCP connector](/agentkit/connectors/carboneiomcp/) [Connect to Carbone.io MCP. Upload templates, render documents by merging templates with JSON data, convert between 100+ formats, and manage template...](/agentkit/connectors/carboneiomcp/) [Bearer Token](/agentkit/connectors/carboneiomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clickhouse.svg)](/agentkit/connectors/clickhouse/) [Clickhouse MCP connector](/agentkit/connectors/clickhouse/) [Connect to ClickHouse MCP to query, analyze, and manage your ClickHouse databases directly from your AI workflows.](/agentkit/connectors/clickhouse/) [OAuth 2.1/DCR](/agentkit/connectors/clickhouse/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/cloudflare.svg)](/agentkit/connectors/cloudfaremcp/) [Cloudflare MCP connector](/agentkit/connectors/cloudfaremcp/) [Connect to Cloudflare MCP to manage your Cloudflare account — execute API calls, search the OpenAPI spec, and interact with Workers, R2, D1, KV, and all...](/agentkit/connectors/cloudfaremcp/) [OAuth 2.1/DCR](/agentkit/connectors/cloudfaremcp/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/context7.svg)](/agentkit/connectors/context7mcp/) [Context7 MCP connector](/agentkit/connectors/context7mcp/) [Connect to Context7 MCP to fetch up-to-date, version-specific library documentation and code examples directly from the source.](/agentkit/connectors/context7mcp/) [API Key](/agentkit/connectors/context7mcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/datadog.svg)](/agentkit/connectors/datadog/) [Datadog connector](/agentkit/connectors/datadog/) [Connect to Datadog to monitor metrics, logs, traces, dashboards, monitors, incidents, SLOs, synthetics, and security signals across your infrastructure.](/agentkit/connectors/datadog/) [API Key](/agentkit/connectors/datadog/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/devrev.svg)](/agentkit/connectors/devrevmcp/) [Dev Rev MCP connector](/agentkit/connectors/devrevmcp/) [Connect to DevRev MCP. Manage issues, work items, conversations, and customer data in the DevRev product development platform.](/agentkit/connectors/devrevmcp/) [Bearer Token](/agentkit/connectors/devrevmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/devin.svg)](/agentkit/connectors/devinmcp/) [Devin MCP connector](/agentkit/connectors/devinmcp/) [Connect to Devin MCP. Create and manage AI coding sessions, interact with Devin agents, manage playbooks and schedules, and browse repository wikis from...](/agentkit/connectors/devinmcp/) [Bearer Token](/agentkit/connectors/devinmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/eraser.svg)](/agentkit/connectors/erasermcp/) [Eraser MCP connector](/agentkit/connectors/erasermcp/) [Connect to Eraser MCP. Create and edit diagrams, flowcharts, and technical documentation using Eraser's AI-powered diagramming tools.](/agentkit/connectors/erasermcp/) [OAuth 2.1/DCR](/agentkit/connectors/erasermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/firecrawl.svg)](/agentkit/connectors/firecrawlmcp/) [Firecrawl MCP connector](/agentkit/connectors/firecrawlmcp/) [Connect to Firecrawl MCP. Scrape, crawl, search, extract structured data, and monitor websites using Firecrawl's AI-powered web scraping API.](/agentkit/connectors/firecrawlmcp/) [Bearer Token](/agentkit/connectors/firecrawlmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/github.png)](/agentkit/connectors/github/) [Github connector](/agentkit/connectors/github/) [GitHub is a cloud-based Git repository hosting service that allows developers to store, manage, and track changes to their code.](/agentkit/connectors/github/) [OAuth 2.0](/agentkit/connectors/github/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/github.png)](/agentkit/connectors/githubmcp/) [GitHub MCP connector](/agentkit/connectors/githubmcp/) [Connect to GitHub MCP. Manage repositories, issues, pull requests, branches, and files directly from your AI workflows.](/agentkit/connectors/githubmcp/) [OAuth 2.1](/agentkit/connectors/githubmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gitlab.svg)](/agentkit/connectors/gitlab/) [GitLab connector](/agentkit/connectors/gitlab/) [Connect to GitLab to manage repositories, issues, merge requests, pipelines, CI/CD, users, groups, and DevOps workflows.](/agentkit/connectors/gitlab/) [OAuth 2.0](/agentkit/connectors/gitlab/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gocardless.svg)](/agentkit/connectors/gocardlessmcp/) [GoCardless MCP connector](/agentkit/connectors/gocardlessmcp/) [Connect to GoCardless MCP. Retrieve and list customers, mandates, payments, payouts, refunds, and subscriptions, and explore integration options from your...](/agentkit/connectors/gocardlessmcp/) [OAuth 2.1/DCR](/agentkit/connectors/gocardlessmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/hex.svg)](/agentkit/connectors/hexmcp/) [Hex MCP connector](/agentkit/connectors/hexmcp/) [Connect to Hex MCP. Create and continue data analysis threads, search projects, and query your data using natural language from your AI workflows.](/agentkit/connectors/hexmcp/) [OAuth 2.1/DCR](/agentkit/connectors/hexmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/huggingface.svg)](/agentkit/connectors/huggingfacemcp/) [Hugging face MCP connector](/agentkit/connectors/huggingfacemcp/) [Connect to Hugging Face MCP. Search and manage models, datasets, spaces, and collections on the Hugging Face Hub.](/agentkit/connectors/huggingfacemcp/) [OAuth 2.1/DCR](/agentkit/connectors/huggingfacemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/icepanel.svg)](/agentkit/connectors/icepanelmcp/) [IcePanel MCP connector](/agentkit/connectors/icepanelmcp/) [Connect your IcePanel software architecture models to AI agents. Query and update your C4 model landscapes — systems, apps, components, connections, and...](/agentkit/connectors/icepanelmcp/) [OAuth 2.1/DCR](/agentkit/connectors/icepanelmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jam.svg)](/agentkit/connectors/jammcp/) [Jam MCP connector](/agentkit/connectors/jammcp/) [Connect to Jam MCP. Access bug reports, console logs, network requests, user events, and video transcripts from your AI workflows.](/agentkit/connectors/jammcp/) [OAuth 2.1/DCR](/agentkit/connectors/jammcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jentic.svg)](/agentkit/connectors/jenticmcp/) [Jentic MCP connector](/agentkit/connectors/jenticmcp/) [Connect to Jentic MCP. Search available API actions, load execution details, manage credentials, and execute API operations from your AI workflows.](/agentkit/connectors/jenticmcp/) [OAuth 2.1/DCR](/agentkit/connectors/jenticmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jira.svg)](/agentkit/connectors/jira/) [Jira connector](/agentkit/connectors/jira/) [Connect to Jira. Manage issues, projects, workflows, and agile development processes](/agentkit/connectors/jira/) [OAuth 2.0](/agentkit/connectors/jira/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/linear.svg)](/agentkit/connectors/linear/) [Linear connector](/agentkit/connectors/linear/) [Connect to Linear. Manage issues, projects, sprints, and development workflows](/agentkit/connectors/linear/) [OAuth 2.0](/agentkit/connectors/linear/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/linear.svg)](/agentkit/connectors/linearmcp/) [Linear MCP connector](/agentkit/connectors/linearmcp/) [Connect to Linear's hosted MCP server to manage issues, projects, cycles, and comments directly from your AI workflows.](/agentkit/connectors/linearmcp/) [OAuth 2.1/DCR](/agentkit/connectors/linearmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/make.svg)](/agentkit/connectors/makemcp/) [Make MCP connector](/agentkit/connectors/makemcp/) [Connect to Make (formerly Integromat). Build, run, and manage automation scenarios, data stores, webhooks, and connections across thousands of apps from...](/agentkit/connectors/makemcp/) [OAuth 2.1/DCR](/agentkit/connectors/makemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mintlify.svg)](/agentkit/connectors/mintlifymcp/) [Mintlify MCP connector](/agentkit/connectors/mintlifymcp/) [Connect to Mintlify MCP. Read and edit documentation pages, manage navigation nodes, search content, and publish changes via pull requests from your AI...](/agentkit/connectors/mintlifymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mintlifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/neon.svg)](/agentkit/connectors/neonmcp/) [Neon MCP connector](/agentkit/connectors/neonmcp/) [Connect to Neon MCP. Manage Neon serverless Postgres databases, projects, branches, and queries from your AI workflows.](/agentkit/connectors/neonmcp/) [OAuth 2.1/DCR](/agentkit/connectors/neonmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pagerduty.svg)](/agentkit/connectors/pagerduty/) [PagerDuty connector](/agentkit/connectors/pagerduty/) [Connect to PagerDuty to manage incidents, services, users, teams, escalation policies, schedules, and on-call rotations.](/agentkit/connectors/pagerduty/) [OAuth 2.0](/agentkit/connectors/pagerduty/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/parallel-ai.svg)](/agentkit/connectors/parallelaitaskmcp/) [Parallel AI Task MCP connector](/agentkit/connectors/parallelaitaskmcp/) [Connect to Parallel AI Task MCP to run deep research tasks and task groups directly from your AI workflows.](/agentkit/connectors/parallelaitaskmcp/) [Bearer Token](/agentkit/connectors/parallelaitaskmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/planetscale.svg)](/agentkit/connectors/planetscalemcp/) [Planet Scale MCP connector](/agentkit/connectors/planetscalemcp/) [Connect to PlanetScale MCP. Run SQL queries, inspect database branches and schemas, get query performance insights, and manage organizations and invoices...](/agentkit/connectors/planetscalemcp/) [OAuth 2.1/DCR](/agentkit/connectors/planetscalemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/prisma.svg)](/agentkit/connectors/prismamcp/) [Prisma MCP connector](/agentkit/connectors/prismamcp/) [Connect to Prisma MCP. Manage Prisma Postgres databases, run SQL queries, handle backups, and manage connection strings from your AI workflows.](/agentkit/connectors/prismamcp/) [OAuth 2.1/DCR](/agentkit/connectors/prismamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/quicknode.svg)](/agentkit/connectors/quicknodemcp/) [Quicknode MCP connector](/agentkit/connectors/quicknodemcp/) [Connect to QuickNode MCP. Create and manage blockchain RPC endpoints, configure security rules, set rate limits, and monitor usage and logs from your AI...](/agentkit/connectors/quicknodemcp/) [OAuth 2.1/DCR](/agentkit/connectors/quicknodemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sanity.svg)](/agentkit/connectors/sanitymcp/) [Sanity MCP connector](/agentkit/connectors/sanitymcp/) [Connect to Sanity. Manage structured content, documents, datasets, schemas, releases, and media assets for headless CMS workflows.](/agentkit/connectors/sanitymcp/) [OAuth 2.1/DCR](/agentkit/connectors/sanitymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/scrapfly.svg)](/agentkit/connectors/scarpflymcp/) [Scarpfly MCP connector](/agentkit/connectors/scarpflymcp/) [Connect to Scrapfly MCP. Scrape web pages, take screenshots, and control a cloud browser with anti-bot bypass, JS rendering, and proxy support.](/agentkit/connectors/scarpflymcp/) [OAuth 2.1/DCR](/agentkit/connectors/scarpflymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sportradar.svg)](/agentkit/connectors/sportradarmcp/) [Sportradar MCP connector](/agentkit/connectors/sportradarmcp/) [Connect to Sportradar MCP. Browse and search sports data API specs, discover endpoints, check coverage, and access guide pages from your AI workflows.](/agentkit/connectors/sportradarmcp/) [OAuth 2.1/DCR](/agentkit/connectors/sportradarmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/stackai.svg)](/agentkit/connectors/stackaimcp/) [Stack.ai MCP connector](/agentkit/connectors/stackaimcp/) [Connect to Stack AI MCP. Build, run, and manage AI workflow projects, search knowledge bases, list integration providers, and inspect execution traces...](/agentkit/connectors/stackaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/stackaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/swagger.svg)](/agentkit/connectors/swaggermcp/) [Swagger MCP connector](/agentkit/connectors/swaggermcp/) [Connect to Swagger MCP. Create and manage APIs, developer portals, and documentation in SwaggerHub from AI workflows.](/agentkit/connectors/swaggermcp/) [OAuth 2.1/DCR](/agentkit/connectors/swaggermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tavily.svg)](/agentkit/connectors/tavilymcp/) [Tavily MCP connector](/agentkit/connectors/tavilymcp/) [Connect to Tavily MCP. Search the web, crawl websites, extract content, map site structure, and run deep research using Tavily's AI-powered search API.](/agentkit/connectors/tavilymcp/) [OAuth 2.1/DCR](/agentkit/connectors/tavilymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tinyfish.svg)](/agentkit/connectors/tinyfishmcp/) [Tinyfish MCP connector](/agentkit/connectors/tinyfishmcp/) [Connect to Tinyfish MCP. Run browser-based web automations, fetch page content, and search the web using a real cloud Chrome browser.](/agentkit/connectors/tinyfishmcp/) [OAuth 2.1/DCR](/agentkit/connectors/tinyfishmcp/) [![](https://raw.githubusercontent.com/simple-icons/simple-icons/develop/icons/vercel.svg)](/agentkit/connectors/vercel/) [Vercel connector](/agentkit/connectors/vercel/) [Connect to Vercel. Access user profile, teams, projects, deployments, and environment settings.](/agentkit/connectors/vercel/) [OAuth 2.0](/agentkit/connectors/vercel/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/webflow.svg)](/agentkit/connectors/webflowmcp/) [Webflow MCP connector](/agentkit/connectors/webflowmcp/) [Connect to Webflow. Build and manage websites, pages, components, styles, assets, CMS collections, and site settings through the Webflow Designer and Data...](/agentkit/connectors/webflowmcp/) [OAuth 2.1/DCR](/agentkit/connectors/webflowmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/wix.svg)](/agentkit/connectors/wixmcp/) [Wix MCP connector](/agentkit/connectors/wixmcp/) [Connect to Wix MCP. Build and manage Wix sites, call REST APIs, search documentation, upload media, and suggest domains from your AI workflows.](/agentkit/connectors/wixmcp/) [OAuth 2.1/DCR](/agentkit/connectors/wixmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zapier.svg)](/agentkit/connectors/zapiermcp/) [Zapier MCP connector](/agentkit/connectors/zapiermcp/) [Connect to Zapier MCP to automate workflows and integrate with thousands of apps directly from your AI agent.](/agentkit/connectors/zapiermcp/) [OAuth 2.1/DCR](/agentkit/connectors/zapiermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zenrows.svg)](/agentkit/connectors/zenrowsmcp/) [ZenRows MCP connector](/agentkit/connectors/zenrowsmcp/) [Connect to ZenRows MCP. Scrape any webpage with anti-bot bypass, render JavaScript-heavy sites, and automate browsers through ZenRows' cloud...](/agentkit/connectors/zenrowsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/zenrowsmcp/) ## Files & Documents [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/box.svg)](/agentkit/connectors/box/) [Box connector](/agentkit/connectors/box/) [Box is a cloud content management platform. Manage files, folders, users, groups, collaborations, tasks, comments, webhooks, search, and more using the...](/agentkit/connectors/box/) [OAuth 2.0](/agentkit/connectors/box/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/carbone.svg)](/agentkit/connectors/carboneiomcp/) [Carbone.io MCP connector](/agentkit/connectors/carboneiomcp/) [Connect to Carbone.io MCP. Upload templates, render documents by merging templates with JSON data, convert between 100+ formats, and manage template...](/agentkit/connectors/carboneiomcp/) [Bearer Token](/agentkit/connectors/carboneiomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/confluence.svg)](/agentkit/connectors/confluence/) [Confluence connector](/agentkit/connectors/confluence/) [Connect to Confluence. Manage spaces, pages, content, and team collaboration](/agentkit/connectors/confluence/) [OAuth 2.0](/agentkit/connectors/confluence/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/contentful.svg)](/agentkit/connectors/contentfulmcp/) [Contentful MCP connector](/agentkit/connectors/contentfulmcp/) [Connect to Contentful MCP. Manage spaces, entries, assets, content types, and taxonomies in your Contentful CMS from AI workflows.](/agentkit/connectors/contentfulmcp/) [OAuth 2.1/DCR](/agentkit/connectors/contentfulmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/conversiontools.svg)](/agentkit/connectors/conversiontoolsmcp/) [Conversion Tools MCP connector](/agentkit/connectors/conversiontoolsmcp/) [Connect to Conversion Tools MCP. Convert files between 140+ formats including documents, images, audio, video, and data files from your AI workflows.](/agentkit/connectors/conversiontoolsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/conversiontoolsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/convertapi.svg)](/agentkit/connectors/convertapimcp/) [ConvertAPI MCP connector](/agentkit/connectors/convertapimcp/) [Connect to ConvertAPI MCP. Convert, merge, split, and transform files across 200+ formats including PDF, Word, Excel, images, and more.](/agentkit/connectors/convertapimcp/) [OAuth 2.1/DCR](/agentkit/connectors/convertapimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/docsautomator.svg)](/agentkit/connectors/docsautomatormcp/) [Docsautomator MCP connector](/agentkit/connectors/docsautomatormcp/) [Connect to DocsAutomator MCP. Generate documents and PDFs from templates using your data, automating document creation workflows.](/agentkit/connectors/docsautomatormcp/) [OAuth 2.1/DCR](/agentkit/connectors/docsautomatormcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/drop_box.svg)](/agentkit/connectors/dropbox/) [Dropbox connector](/agentkit/connectors/dropbox/) [Connect to Dropbox. Manage files, folders, sharing, and cloud storage workflows](/agentkit/connectors/dropbox/) [OAuth 2.0](/agentkit/connectors/dropbox/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/drop_box.svg)](/agentkit/connectors/dropboxmcp/) [Dropbox MCP connector](/agentkit/connectors/dropboxmcp/) [Connect to Dropbox. Manage files and folders, create shared links, search content, and handle file requests from your AI workflows.](/agentkit/connectors/dropboxmcp/) [OAuth 2.1](/agentkit/connectors/dropboxmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_docs.svg)](/agentkit/connectors/googledocs/) [Google Docs connector](/agentkit/connectors/googledocs/) [Connect to Google Docs. Create, edit, and collaborate on documents](/agentkit/connectors/googledocs/) [OAuth 2.0](/agentkit/connectors/googledocs/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_drive.svg)](/agentkit/connectors/googledrive/) [Google Drive connector](/agentkit/connectors/googledrive/) [Connect to Google Drive. Manage files, folders, and sharing permissions](/agentkit/connectors/googledrive/) [OAuth 2.0](/agentkit/connectors/googledrive/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_forms.svg)](/agentkit/connectors/googleforms/) [Google Forms connector](/agentkit/connectors/googleforms/) [Connect to Google Forms. Create, view, and manage forms and responses securely](/agentkit/connectors/googleforms/) [OAuth 2.0](/agentkit/connectors/googleforms/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_sheets.svg)](/agentkit/connectors/googlesheets/) [Google Sheets connector](/agentkit/connectors/googlesheets/) [Connect to Google Sheets. Create, edit, and analyze spreadsheets with powerful data management capabilities](/agentkit/connectors/googlesheets/) [OAuth 2.0](/agentkit/connectors/googlesheets/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_slides.svg)](/agentkit/connectors/googleslides/) [Google Slides connector](/agentkit/connectors/googleslides/) [Connect to Google Slides to create, read, and modify presentations programmatically.](/agentkit/connectors/googleslides/) [OAuth 2.0](/agentkit/connectors/googleslides/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft365.svg)](/agentkit/connectors/microsoft365/) [Microsoft 365 connector](/agentkit/connectors/microsoft365/) [Connect to Microsoft 365. Unified access to Outlook, Excel, Word, OneNote, OneDrive, SharePoint, and Teams through Microsoft Graph API.](/agentkit/connectors/microsoft365/) [OAuth 2.0](/agentkit/connectors/microsoft365/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/excel.svg)](/agentkit/connectors/microsoftexcel/) [Microsoft Excel connector](/agentkit/connectors/microsoftexcel/) [Connect to Microsoft Excel. Access, read, and modify spreadsheets stored in OneDrive or SharePoint through Microsoft Graph API.](/agentkit/connectors/microsoftexcel/) [OAuth 2.0](/agentkit/connectors/microsoftexcel/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/word.svg)](/agentkit/connectors/microsoftword/) [Microsoft Word connector](/agentkit/connectors/microsoftword/) [Connect to Microsoft Word. Authenticate with your Microsoft account to create, read, and edit Word documents stored in OneDrive or SharePoint through...](/agentkit/connectors/microsoftword/) [OAuth 2.0](/agentkit/connectors/microsoftword/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/notion.svg)](/agentkit/connectors/notion/) [Notion connector](/agentkit/connectors/notion/) [Connect to Notion workspace. Create, edit pages, manage databases, and collaborate on content](/agentkit/connectors/notion/) [OAuth 2.0](/agentkit/connectors/notion/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/onedrive.svg)](/agentkit/connectors/onedrive/) [OneDrive connector](/agentkit/connectors/onedrive/) [Connect to OneDrive. Manage files, folders, and cloud storage with Microsoft OneDrive](/agentkit/connectors/onedrive/) [OAuth 2.0](/agentkit/connectors/onedrive/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/onenote.svg)](/agentkit/connectors/onenote/) [OneNote connector](/agentkit/connectors/onenote/) [Connect to Microsoft OneNote. Access, create, and manage notebooks, sections, and pages stored in OneDrive or SharePoint through Microsoft Graph API.](/agentkit/connectors/onenote/) [OAuth 2.0](/agentkit/connectors/onenote/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pandadoc.svg)](/agentkit/connectors/pandadocmcp/) [Pandadoc MCP connector](/agentkit/connectors/pandadocmcp/) [Connect to PandaDoc MCP. Create, send, and manage documents, templates, and e-signatures directly from your AI workflows.](/agentkit/connectors/pandadocmcp/) [OAuth 2.1/DCR](/agentkit/connectors/pandadocmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sanity.svg)](/agentkit/connectors/sanitymcp/) [Sanity MCP connector](/agentkit/connectors/sanitymcp/) [Connect to Sanity. Manage structured content, documents, datasets, schemas, releases, and media assets for headless CMS workflows.](/agentkit/connectors/sanitymcp/) [OAuth 2.1/DCR](/agentkit/connectors/sanitymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sharepoint.svg)](/agentkit/connectors/sharepoint/) [SharePoint connector](/agentkit/connectors/sharepoint/) [Connect to SharePoint. Manage sites, documents, lists, and collaborative content](/agentkit/connectors/sharepoint/) [OAuth 2.0](/agentkit/connectors/sharepoint/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slite.svg)](/agentkit/connectors/slitemcp/) [Slite MCP connector](/agentkit/connectors/slitemcp/) [Connect to Slite MCP. Create and manage notes, channels, collections, and comments in Slite from AI workflows.](/agentkit/connectors/slitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/slitemcp/) ## Finance [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/coinmarketcap.svg)](/agentkit/connectors/coinmarketcapmcp/) [CoinMarketCap MCP connector](/agentkit/connectors/coinmarketcapmcp/) [Connect to CoinMarketCap MCP. Access real-time crypto quotes, market metrics, technical analysis, trending narratives, and news from your AI workflows.](/agentkit/connectors/coinmarketcapmcp/) [OAuth 2.1/DCR](/agentkit/connectors/coinmarketcapmcp/) ## Marketing [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/adobe.svg)](/agentkit/connectors/adobemarketingagentmcp/) [Adobe Marketing Agent MCP connector](/agentkit/connectors/adobemarketingagentmcp/) [Connect to Adobe Marketing Cloud. Manage campaigns, analytics, and journeys using a natural-language AI assistant.](/agentkit/connectors/adobemarketingagentmcp/) [OAuth 2.1/DCR](/agentkit/connectors/adobemarketingagentmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/adzviser.svg)](/agentkit/connectors/adzvisermcp/) [Adzviser MCP connector](/agentkit/connectors/adzvisermcp/) [Connect to Adzviser MCP to query real-time marketing analytics across 46+ platforms - Google Ads, Facebook Ads, GA4, TikTok, LinkedIn, and more - from a...](/agentkit/connectors/adzvisermcp/) [OAuth 2.1/DCR](/agentkit/connectors/adzvisermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/ahrefs.svg)](/agentkit/connectors/ahrefsmcp/) [Ahrefs MCP connector](/agentkit/connectors/ahrefsmcp/) [Connect to Ahrefs MCP to access SEO data including backlinks, keyword research, site audits, rank tracking, and web analytics directly from your AI...](/agentkit/connectors/ahrefsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/ahrefsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/airops.svg)](/agentkit/connectors/airopsmcp/) [Airops MCP connector](/agentkit/connectors/airopsmcp/) [Connect to AirOps MCP. Manage brand kits, run AI-powered analytics, track AEO citations, and automate content workflows from your AI agents.](/agentkit/connectors/airopsmcp/) [API Key](/agentkit/connectors/airopsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bitly.svg)](/agentkit/connectors/bitlymcp/) [Bitly MCP connector](/agentkit/connectors/bitlymcp/) [Connect with Bitly MCP for URL shortening, link analytics, and branded links.](/agentkit/connectors/bitlymcp/) [OAuth 2.1/DCR](/agentkit/connectors/bitlymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/brevo.svg)](/agentkit/connectors/brevomcp/) [Brevo MCP connector](/agentkit/connectors/brevomcp/) [Connect to Brevo MCP. Manage email and SMS campaigns, transactional emails, contacts, lists, automations, and loyalty programs from your AI workflows.](/agentkit/connectors/brevomcp/) [OAuth 2.1/DCR](/agentkit/connectors/brevomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/commonroom.svg)](/agentkit/connectors/commonroommcp/) [Commonroom MCP connector](/agentkit/connectors/commonroommcp/) [Connect to Common Room MCP to manage community members, objects, and feedback data directly from your AI workflows.](/agentkit/connectors/commonroommcp/) [OAuth 2.1/DCR](/agentkit/connectors/commonroommcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/customerio.svg)](/agentkit/connectors/customeriomcp/) [Customer.io MCP connector](/agentkit/connectors/customeriomcp/) [Connect to Customer.io MCP to manage customers, campaigns, and events](/agentkit/connectors/customeriomcp/) [OAuth 2.1/DCR](/agentkit/connectors/customeriomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/dataforseo.svg)](/agentkit/connectors/dataforseomcp/) [Dataforseo MCP connector](/agentkit/connectors/dataforseomcp/) [Connect to DataForSEO. Access real-time SEO data including SERP results, keyword analytics, backlinks analysis, domain technologies, and AI visibility...](/agentkit/connectors/dataforseomcp/) [OAuth 2.1/DCR](/agentkit/connectors/dataforseomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fullenrich.svg)](/agentkit/connectors/fullenrichmcp/) [Fullenrich MCP connector](/agentkit/connectors/fullenrichmcp/) [Connect to FullEnrich MCP. Enrich contacts with verified email addresses and phone numbers using waterfall enrichment across multiple data providers.](/agentkit/connectors/fullenrichmcp/) [OAuth 2.1/DCR](/agentkit/connectors/fullenrichmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google_ads.png)](/agentkit/connectors/google_ads/) [Google Ads connector](/agentkit/connectors/google_ads/) [Connect to Google Ads to manage advertising campaigns, analyze performance metrics, and optimize ad spending across Google's advertising platform](/agentkit/connectors/google_ads/) [OAuth 2.0](/agentkit/connectors/google_ads/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/harvestapi.svg)](/agentkit/connectors/harvestapi/) [HarvestAPI connector](/agentkit/connectors/harvestapi/) [Connect to HarvestAPI to scrape LinkedIn profiles, companies, and job listings, and search for people and jobs using LinkedIn data. Enables AI agents to...](/agentkit/connectors/harvestapi/) [API Key](/agentkit/connectors/harvestapi/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/kit.svg)](/agentkit/connectors/kitmcp/) [Kit MCP connector](/agentkit/connectors/kitmcp/) [Connect to Kit MCP. Manage email subscribers, sequences, broadcasts, tags, and forms for your email marketing workflows.](/agentkit/connectors/kitmcp/) [OAuth 2.1/DCR](/agentkit/connectors/kitmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/klaviyo.svg)](/agentkit/connectors/klaviyomcp/) [Klaviyo MCP connector](/agentkit/connectors/klaviyomcp/) [Connect to Klaviyo MCP. Report, strategize & create with real-time Klaviyo data](/agentkit/connectors/klaviyomcp/) [OAuth 2.1/DCR](/agentkit/connectors/klaviyomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lemlist.svg)](/agentkit/connectors/lemlistmcp/) [Lemlist MCP connector](/agentkit/connectors/lemlistmcp/) [Connect to Lemlist MCP. Manage outbound sales campaigns, leads, email sequences, and LinkedIn outreach from your AI workflows.](/agentkit/connectors/lemlistmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lemlistmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/linkedin.svg)](/agentkit/connectors/linkedin/) [LinkedIn connector](/agentkit/connectors/linkedin/) [Connect to LinkedIn to manage posts, ads, organizations, analytics, and professional profiles from your AI workflows.](/agentkit/connectors/linkedin/) [OAuth 2.0](/agentkit/connectors/linkedin/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lusha.svg)](/agentkit/connectors/lushamcp/) [Lusha MCP connector](/agentkit/connectors/lushamcp/) [Connect to Lusha MCP. Search and enrich B2B contacts and companies, find lookalikes, run prospecting searches, and access intent and activity signals from...](/agentkit/connectors/lushamcp/) [API Key](/agentkit/connectors/lushamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailchimp.svg)](/agentkit/connectors/mailchimp/) [Mailchimp connector](/agentkit/connectors/mailchimp/) [Connect to Mailchimp to manage audiences, campaigns, templates, automations, and reports.](/agentkit/connectors/mailchimp/) [OAuth 2.0](/agentkit/connectors/mailchimp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailercloud.svg)](/agentkit/connectors/mailercloudmcp/) [Mailercloud MCP connector](/agentkit/connectors/mailercloudmcp/) [Connect to Mailer Cloud MCP. Manage email campaigns, subscriber lists, and automation workflows for your email marketing operations.](/agentkit/connectors/mailercloudmcp/) [OAuth 2.1/DCR](/agentkit/connectors/mailercloudmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mailerlite.svg)](/agentkit/connectors/mailerlitemcp/) [Mailerlite MCP connector](/agentkit/connectors/mailerlitemcp/) [Connect to MailerLite MCP. Manage email campaigns, subscribers, groups, automations, and forms from your AI workflows.](/agentkit/connectors/mailerlitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/mailerlitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mixmax.svg)](/agentkit/connectors/mixmaxmcp/) [Mixmax MCP connector](/agentkit/connectors/mixmaxmcp/) [Connect to Mixmax MCP. Manage email sequences, templates, contacts, and engagement analytics from your AI workflows.](/agentkit/connectors/mixmaxmcp/) [OAuth 2.1/DCR](/agentkit/connectors/mixmaxmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/storeleads.svg)](/agentkit/connectors/storeleadsmcp/) [StoreLeads MCP connector](/agentkit/connectors/storeleadsmcp/) [Connect to StoreLeads MCP to discover, search, and analyze e-commerce stores and their technology stack from your AI workflows.](/agentkit/connectors/storeleadsmcp/) [Bearer Token](/agentkit/connectors/storeleadsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/supermetrics.svg)](/agentkit/connectors/supermetricsmcp/) [Supermetrics MCP connector](/agentkit/connectors/supermetricsmcp/) [Connect to Supermetrics MCP to query marketing data, discover data sources, manage campaigns, and run analytics across your connected ad and analytics...](/agentkit/connectors/supermetricsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/supermetricsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/X.svg)](/agentkit/connectors/twitter/) [Twitter / X connector](/agentkit/connectors/twitter/) [Connect to Twitter. Read and write Tweets, read users, manage follows, bookmarks, etc.](/agentkit/connectors/twitter/) [Bearer Token](/agentkit/connectors/twitter/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/youtube.svg)](/agentkit/connectors/youtube/) [YouTube connector](/agentkit/connectors/youtube/) [Connect to YouTube to access channel details, analytics, and upload or manage videos via OAuth 2.0](/agentkit/connectors/youtube/) [OAuth 2.0](/agentkit/connectors/youtube/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zoominfo.svg)](/agentkit/connectors/zoominfo/) [ZoomInfo connector](/agentkit/connectors/zoominfo/) [Connect to ZoomInfo to search and enrich B2B contact and company data, access intent signals, discover technographic insights, and manage GTM Studio...](/agentkit/connectors/zoominfo/) [OAuth 2.0](/agentkit/connectors/zoominfo/) ## Media [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/descript.svg)](/agentkit/connectors/descriptmcp/) [Descript MCP connector](/agentkit/connectors/descriptmcp/) [Connect to Descript MCP. Import media, export transcripts, publish projects, run AI editing agents, and manage jobs from your AI workflows.](/agentkit/connectors/descriptmcp/) [OAuth 2.1/DCR](/agentkit/connectors/descriptmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/diarize.svg)](/agentkit/connectors/diarize/) [Diarize connector](/agentkit/connectors/diarize/) [Connect to Diarize to transcribe and diarize audio and video content from YouTube, X, Instagram, and TikTok. Submit transcription jobs and retrieve...](/agentkit/connectors/diarize/) [Bearer Token](/agentkit/connectors/diarize/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/splice.svg)](/agentkit/connectors/splicemcp/) [Splice MCP connector](/agentkit/connectors/splicemcp/) [Connect to Splice MCP. Search the Splice sample catalog, create and update multi-track stacks, download audio assets, and generate arrangements from text...](/agentkit/connectors/splicemcp/) [OAuth 2.1/DCR](/agentkit/connectors/splicemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/vimeo.svg)](/agentkit/connectors/vimeo/) [Vimeo connector](/agentkit/connectors/vimeo/) [Connect to Vimeo API v3.4. Upload and manage videos, organize content into showcases and folders, manage channels, handle comments, likes, and webhooks.](/agentkit/connectors/vimeo/) [OAuth 2.0](/agentkit/connectors/vimeo/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/youtube.svg)](/agentkit/connectors/youtube/) [YouTube connector](/agentkit/connectors/youtube/) [Connect to YouTube to access channel details, analytics, and upload or manage videos via OAuth 2.0](/agentkit/connectors/youtube/) [OAuth 2.0](/agentkit/connectors/youtube/) ## Monitoring [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/bugsnag.svg)](/agentkit/connectors/bugsnagmcp/) [Bugsnag MCP connector](/agentkit/connectors/bugsnagmcp/) [Connect to Bugsnag MCP. Monitor errors, releases, traces, and span groups across your projects from your AI workflows.](/agentkit/connectors/bugsnagmcp/) [OAuth 2.1/DCR](/agentkit/connectors/bugsnagmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/databox.svg)](/agentkit/connectors/databoxmcp/) [Databox MCP connector](/agentkit/connectors/databoxmcp/) [Connect to Databox MCP. Query metrics, manage dashboards, and push custom data to your Databox analytics and reporting platform.](/agentkit/connectors/databoxmcp/) [OAuth 2.1/DCR](/agentkit/connectors/databoxmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/datadog.svg)](/agentkit/connectors/datadog/) [Datadog connector](/agentkit/connectors/datadog/) [Connect to Datadog to monitor metrics, logs, traces, dashboards, monitors, incidents, SLOs, synthetics, and security signals across your infrastructure.](/agentkit/connectors/datadog/) [API Key](/agentkit/connectors/datadog/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jam.svg)](/agentkit/connectors/jammcp/) [Jam MCP connector](/agentkit/connectors/jammcp/) [Connect to Jam MCP. Access bug reports, console logs, network requests, user events, and video transcripts from your AI workflows.](/agentkit/connectors/jammcp/) [OAuth 2.1/DCR](/agentkit/connectors/jammcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pagerduty.svg)](/agentkit/connectors/pagerduty/) [PagerDuty connector](/agentkit/connectors/pagerduty/) [Connect to PagerDuty to manage incidents, services, users, teams, escalation policies, schedules, and on-call rotations.](/agentkit/connectors/pagerduty/) [OAuth 2.0](/agentkit/connectors/pagerduty/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pendo.svg)](/agentkit/connectors/pendomcp/) [Pendo MCP connector](/agentkit/connectors/pendomcp/) [Connect to Pendo MCP to access product analytics, user guidance, and engagement data directly from your AI workflows.](/agentkit/connectors/pendomcp/) [OAuth 2.1/DCR](/agentkit/connectors/pendomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/quicknode.svg)](/agentkit/connectors/quicknodemcp/) [Quicknode MCP connector](/agentkit/connectors/quicknodemcp/) [Connect to QuickNode MCP. Create and manage blockchain RPC endpoints, configure security rules, set rate limits, and monitor usage and logs from your AI...](/agentkit/connectors/quicknodemcp/) [OAuth 2.1/DCR](/agentkit/connectors/quicknodemcp/) ## Productivity [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/agentmail.svg)](/agentkit/connectors/agentmailmcp/) [Agentmail MCP connector](/agentkit/connectors/agentmailmcp/) [Connect to Agentmail MCP. Manage inboxes, send and receive email, handle drafts, threads, and attachments from your AI workflows.](/agentkit/connectors/agentmailmcp/) [OAuth 2.1/DCR](/agentkit/connectors/agentmailmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/asana-n.svg)](/agentkit/connectors/asana/) [Asana connector](/agentkit/connectors/asana/) [Connect to Asana. Manage tasks, projects, teams, and workflow automation](/agentkit/connectors/asana/) [OAuth 2.0](/agentkit/connectors/asana/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/atlassian.svg)](/agentkit/connectors/atlassianmcp/) [Atlassian Rovo MCP connector](/agentkit/connectors/atlassianmcp/) [Connect to Atlassian Rovo MCP server to manage Jira issues, Confluence pages, and Compass components directly from your AI workflows.](/agentkit/connectors/atlassianmcp/) [OAuth 2.1/DCR](/agentkit/connectors/atlassianmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/box.svg)](/agentkit/connectors/box/) [Box connector](/agentkit/connectors/box/) [Box is a cloud content management platform. Manage files, folders, users, groups, collaborations, tasks, comments, webhooks, search, and more using the...](/agentkit/connectors/box/) [OAuth 2.0](/agentkit/connectors/box/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/cal.svg)](/agentkit/connectors/calmcp/) [Cal MCP connector](/agentkit/connectors/calmcp/) [Connect to Cal MCP. Manage bookings, event types, schedules, and availability from your AI workflows.](/agentkit/connectors/calmcp/) [OAuth 2.1/DCR](/agentkit/connectors/calmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/calendly.svg)](/agentkit/connectors/calendly/) [Calendly connector](/agentkit/connectors/calendly/) [Connect to Calendly. Access user profile, events, and scheduling workflows.](/agentkit/connectors/calendly/) [OAuth 2.0](/agentkit/connectors/calendly/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/calendly.svg)](/agentkit/connectors/calendlymcp/) [Calendly MCP connector](/agentkit/connectors/calendlymcp/) [Connect to the Calendly MCP server to manage scheduled events, invitees, event types, and availability directly from your AI workflows.](/agentkit/connectors/calendlymcp/) [OAuth 2.1/DCR](/agentkit/connectors/calendlymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/carta.svg)](/agentkit/connectors/cartamcp/) [Carta MCP connector](/agentkit/connectors/cartamcp/) [Connect to Carta. Manage equity cap tables, fund administration, company accounts, and ownership data for venture-backed companies.](/agentkit/connectors/cartamcp/) [OAuth 2.1/DCR](/agentkit/connectors/cartamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/chilipiper.svg)](/agentkit/connectors/chilipipermcp/) [ChiliPiper MCP connector](/agentkit/connectors/chilipipermcp/) [Connect to ChiliPiper MCP. Schedule meetings, manage routing rules, track distributions, and automate handoffs from your AI agents.](/agentkit/connectors/chilipipermcp/) [Bearer Token](/agentkit/connectors/chilipipermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clarify.svg)](/agentkit/connectors/clarifymcp/) [Clarify MCP connector](/agentkit/connectors/clarifymcp/) [Connect to Clarify MCP to manage CRM records, leads, campaigns, lists, and analytics directly from your AI workflows.](/agentkit/connectors/clarifymcp/) [OAuth 2.1/DCR](/agentkit/connectors/clarifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clickup.svg)](/agentkit/connectors/clickup/) [ClickUp connector](/agentkit/connectors/clickup/) [Connect to ClickUp. Manage tasks, projects, workspaces, and team collaboration](/agentkit/connectors/clickup/) [OAuth 2.0](/agentkit/connectors/clickup/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/contentful.svg)](/agentkit/connectors/contentfulmcp/) [Contentful MCP connector](/agentkit/connectors/contentfulmcp/) [Connect to Contentful MCP. Manage spaces, entries, assets, content types, and taxonomies in your Contentful CMS from AI workflows.](/agentkit/connectors/contentfulmcp/) [OAuth 2.1/DCR](/agentkit/connectors/contentfulmcp/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/context7.svg)](/agentkit/connectors/context7mcp/) [Context7 MCP connector](/agentkit/connectors/context7mcp/) [Connect to Context7 MCP to fetch up-to-date, version-specific library documentation and code examples directly from the source.](/agentkit/connectors/context7mcp/) [API Key](/agentkit/connectors/context7mcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/conversiontools.svg)](/agentkit/connectors/conversiontoolsmcp/) [Conversion Tools MCP connector](/agentkit/connectors/conversiontoolsmcp/) [Connect to Conversion Tools MCP. Convert files between 140+ formats including documents, images, audio, video, and data files from your AI workflows.](/agentkit/connectors/conversiontoolsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/conversiontoolsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/descript.svg)](/agentkit/connectors/descriptmcp/) [Descript MCP connector](/agentkit/connectors/descriptmcp/) [Connect to Descript MCP. Import media, export transcripts, publish projects, run AI editing agents, and manage jobs from your AI workflows.](/agentkit/connectors/descriptmcp/) [OAuth 2.1/DCR](/agentkit/connectors/descriptmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/diarize.svg)](/agentkit/connectors/diarize/) [Diarize connector](/agentkit/connectors/diarize/) [Connect to Diarize to transcribe and diarize audio and video content from YouTube, X, Instagram, and TikTok. Submit transcription jobs and retrieve...](/agentkit/connectors/diarize/) [Bearer Token](/agentkit/connectors/diarize/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/drop_box.svg)](/agentkit/connectors/dropboxmcp/) [Dropbox MCP connector](/agentkit/connectors/dropboxmcp/) [Connect to Dropbox. Manage files and folders, create shared links, search content, and handle file requests from your AI workflows.](/agentkit/connectors/dropboxmcp/) [OAuth 2.1](/agentkit/connectors/dropboxmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/eracontext.svg)](/agentkit/connectors/eracontextmcp/) [Era Context MCP connector](/agentkit/connectors/eracontextmcp/) [Connect to Era Context MCP. Access personal finance data including transactions, accounts, spending insights, and AI-powered financial knowledge from Era.](/agentkit/connectors/eracontextmcp/) [OAuth 2.1/DCR](/agentkit/connectors/eracontextmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fellowai.svg)](/agentkit/connectors/fellowaimcp/) [FellowAI MCP connector](/agentkit/connectors/fellowaimcp/) [Connect to Fellow.ai MCP to manage meeting notes, action items, agendas, and team collaboration workflows directly from your AI agent.](/agentkit/connectors/fellowaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/fellowaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fibery.svg)](/agentkit/connectors/fiberymcp/) [Fibery MCP connector](/agentkit/connectors/fiberymcp/) [Connect to Fibery MCP. Query, create, and update entities across your Fibery workspace using the Fibery API and AI assistant.](/agentkit/connectors/fiberymcp/) [OAuth 2.1/DCR](/agentkit/connectors/fiberymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fireflies.svg)](/agentkit/connectors/firefliesmcp/) [Fireflies MCP connector](/agentkit/connectors/firefliesmcp/) [Connect to Fireflies MCP. Search meeting transcripts, fetch recordings, manage channels, create soundbites, and retrieve analytics from your AI workflows.](/agentkit/connectors/firefliesmcp/) [OAuth 2.1/DCR](/agentkit/connectors/firefliesmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/googlelooker.svg)](/agentkit/connectors/googlelooker/) [Google Looker connector](/agentkit/connectors/googlelooker/) [Connect to Google Looker or self-hosted Looker Core. Browse dashboards, run Looks, query LookML models, and access BI data programmatically.](/agentkit/connectors/googlelooker/) [OAuth 2.0](/agentkit/connectors/googlelooker/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/google.svg)](/agentkit/connectors/googledwd/) [Google Workspace (DWD) connector](/agentkit/connectors/googledwd/) [Connect to Google Workspace APIs (Gmail, Drive, Docs, Sheets, Slides, Forms) using a GCP service account with Domain-Wide Delegation for server-to-server...](/agentkit/connectors/googledwd/) [Service Account (DWD)](/agentkit/connectors/googledwd/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gusto.svg)](/agentkit/connectors/gustomcp/) [Gusto MCP connector](/agentkit/connectors/gustomcp/) [Connect to Gusto MCP. Manage employees, contractors, payroll, departments, and company data from your AI workflows.](/agentkit/connectors/gustomcp/) [OAuth 2.1/DCR](/agentkit/connectors/gustomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jotform.svg)](/agentkit/connectors/jotformmcp/) [Jotform MCP connector](/agentkit/connectors/jotformmcp/) [Connect to Jotform MCP. Create and edit forms, retrieve submissions, assign forms, and search assets from your AI workflows.](/agentkit/connectors/jotformmcp/) [OAuth 2.1/DCR](/agentkit/connectors/jotformmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/loops.svg)](/agentkit/connectors/loopsmcp/) [Loops MCP connector](/agentkit/connectors/loopsmcp/) [Connect to Loops MCP. Create and manage loops and tasks, set priorities, track work queue stats, and ship completed loops from your AI workflows.](/agentkit/connectors/loopsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/loopsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/lucid.svg)](/agentkit/connectors/lucidmcp/) [Lucid MCP connector](/agentkit/connectors/lucidmcp/) [Connect to Lucid. Create and edit Lucidchart diagrams, Lucidspark boards, and Lucidscale visualizations from your AI workflows.](/agentkit/connectors/lucidmcp/) [OAuth 2.1/DCR](/agentkit/connectors/lucidmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/make.svg)](/agentkit/connectors/makemcp/) [Make MCP connector](/agentkit/connectors/makemcp/) [Connect to Make (formerly Integromat). Build, run, and manage automation scenarios, data stores, webhooks, and connections across thousands of apps from...](/agentkit/connectors/makemcp/) [OAuth 2.1/DCR](/agentkit/connectors/makemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mercury.svg)](/agentkit/connectors/mercurymcp/) [Mercury MCP connector](/agentkit/connectors/mercurymcp/) [Connect to Mercury. Access accounts, transactions, recipients, invoices, treasury, webhooks, and approval requests for startup banking workflows.](/agentkit/connectors/mercurymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mercurymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/microsoft365.svg)](/agentkit/connectors/microsoft365/) [Microsoft 365 connector](/agentkit/connectors/microsoft365/) [Connect to Microsoft 365. Unified access to Outlook, Excel, Word, OneNote, OneDrive, SharePoint, and Teams through Microsoft Graph API.](/agentkit/connectors/microsoft365/) [OAuth 2.0](/agentkit/connectors/microsoft365/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/mintlify.svg)](/agentkit/connectors/mintlifymcp/) [Mintlify MCP connector](/agentkit/connectors/mintlifymcp/) [Connect to Mintlify MCP. Read and edit documentation pages, manage navigation nodes, search content, and publish changes via pull requests from your AI...](/agentkit/connectors/mintlifymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mintlifymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/Miro.svg)](/agentkit/connectors/miro/) [Miro connector](/agentkit/connectors/miro/) [Miro is a visual collaboration platform for teams. Manage boards, sticky notes, shapes, cards, frames, connectors, images, and tags using the Miro REST...](/agentkit/connectors/miro/) [OAuth 2.0](/agentkit/connectors/miro/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/monday.svg)](/agentkit/connectors/mondaymcp/) [Monday MCP connector](/agentkit/connectors/mondaymcp/) [Connect to the monday.com MCP server to manage boards, items, columns, docs, and workflows directly from your AI agents.](/agentkit/connectors/mondaymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mondaymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/monday.svg)](/agentkit/connectors/monday/) [Monday.com connector](/agentkit/connectors/monday/) [Connect to Monday.com. Manage boards, tasks, workflows, teams, and project collaboration](/agentkit/connectors/monday/) [OAuth 2.0](/agentkit/connectors/monday/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/motion.svg)](/agentkit/connectors/motionmcp/) [Motion MCP connector](/agentkit/connectors/motionmcp/) [Connect to Motion MCP. Manage tasks, projects, workspaces, and schedules in the Motion AI-powered project management platform.](/agentkit/connectors/motionmcp/) [OAuth 2.1/DCR](/agentkit/connectors/motionmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/nocodb.svg)](/agentkit/connectors/nocodbmcp/) [NocoDB MCP connector](/agentkit/connectors/nocodbmcp/) [Connect to NocoDB MCP. Create and manage databases, tables, records, views, and fields from your AI workflows.](/agentkit/connectors/nocodbmcp/) [OAuth 2.1/DCR](/agentkit/connectors/nocodbmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/otterai.svg)](/agentkit/connectors/otteraimcp/) [OtterAI MCP connector](/agentkit/connectors/otteraimcp/) [Connect to OtterAI MCP. Search meeting recordings, fetch full transcripts, and retrieve user account info from your AI workflows.](/agentkit/connectors/otteraimcp/) [OAuth 2.1/DCR](/agentkit/connectors/otteraimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pandadoc.svg)](/agentkit/connectors/pandadocmcp/) [Pandadoc MCP connector](/agentkit/connectors/pandadocmcp/) [Connect to PandaDoc MCP. Create, send, and manage documents, templates, and e-signatures directly from your AI workflows.](/agentkit/connectors/pandadocmcp/) [OAuth 2.1/DCR](/agentkit/connectors/pandadocmcp/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/parallel-ai.svg)](/agentkit/connectors/parallelaitaskmcp/) [Parallel AI Task MCP connector](/agentkit/connectors/parallelaitaskmcp/) [Connect to Parallel AI Task MCP to run deep research tasks and task groups directly from your AI workflows.](/agentkit/connectors/parallelaitaskmcp/) [Bearer Token](/agentkit/connectors/parallelaitaskmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/plain.svg)](/agentkit/connectors/plainmcp/) [Plain MCP connector](/agentkit/connectors/plainmcp/) [Connect to Plain MCP. Manage customer support threads, labels, tenants, Help Center articles, and thread field schemas directly from your AI workflows.](/agentkit/connectors/plainmcp/) [OAuth 2.1/DCR](/agentkit/connectors/plainmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/plane.svg)](/agentkit/connectors/planemcp/) [Plane MCP connector](/agentkit/connectors/planemcp/) [Connect to Plane MCP. Manage projects, work items, cycles, modules, epics, and initiatives in your Plane workspace from AI workflows.](/agentkit/connectors/planemcp/) [OAuth 2.1/DCR](/agentkit/connectors/planemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/privacy.svg)](/agentkit/connectors/privacymcp/) [Privacy MCP connector](/agentkit/connectors/privacymcp/) [Connect to Privacy MCP. Create and manage virtual cards, set spend limits, pause or close cards, and review transactions from your AI workflows.](/agentkit/connectors/privacymcp/) [OAuth 2.1/DCR](/agentkit/connectors/privacymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/sanity.svg)](/agentkit/connectors/sanitymcp/) [Sanity MCP connector](/agentkit/connectors/sanitymcp/) [Connect to Sanity. Manage structured content, documents, datasets, schemas, releases, and media assets for headless CMS workflows.](/agentkit/connectors/sanitymcp/) [OAuth 2.1/DCR](/agentkit/connectors/sanitymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slack.svg)](/agentkit/connectors/slackmcp/) [Slack MCP connector](/agentkit/connectors/slackmcp/) [Connect to Slack MCP. Send and read messages, search channels and users, manage canvases, and react to messages across your Slack workspace.](/agentkit/connectors/slackmcp/) [OAuth 2.1](/agentkit/connectors/slackmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/slite.svg)](/agentkit/connectors/slitemcp/) [Slite MCP connector](/agentkit/connectors/slitemcp/) [Connect to Slite MCP. Create and manage notes, channels, collections, and comments in Slite from AI workflows.](/agentkit/connectors/slitemcp/) [OAuth 2.1/DCR](/agentkit/connectors/slitemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/splice.svg)](/agentkit/connectors/splicemcp/) [Splice MCP connector](/agentkit/connectors/splicemcp/) [Connect to Splice MCP. Search the Splice sample catalog, create and update multi-track stacks, download audio assets, and generate arrangements from text...](/agentkit/connectors/splicemcp/) [OAuth 2.1/DCR](/agentkit/connectors/splicemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/swagger.svg)](/agentkit/connectors/swaggermcp/) [Swagger MCP connector](/agentkit/connectors/swaggermcp/) [Connect to Swagger MCP. Create and manage APIs, developer portals, and documentation in SwaggerHub from AI workflows.](/agentkit/connectors/swaggermcp/) [OAuth 2.1/DCR](/agentkit/connectors/swaggermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tableau.svg)](/agentkit/connectors/tableau/) [Tableau connector](/agentkit/connectors/tableau/) [Connect to Tableau Cloud or Tableau Server to browse workbooks, views, and data sources, export visualizations, and query underlying data.](/agentkit/connectors/tableau/) [API Key](/agentkit/connectors/tableau/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tally.svg)](/agentkit/connectors/tallymcp/) [Tally MCP connector](/agentkit/connectors/tallymcp/) [Connect to Tally MCP. Create and edit forms, manage submissions, and update styling and logic in your Tally workspace from AI workflows.](/agentkit/connectors/tallymcp/) [OAuth 2.1/DCR](/agentkit/connectors/tallymcp/) [![]()](/agentkit/connectors/ticktickmcp/) [TickTick MCP connector](/agentkit/connectors/ticktickmcp/) [Connect to TickTick MCP. Manage tasks, projects, habits, and focus sessions in your TickTick account from AI workflows.](/agentkit/connectors/ticktickmcp/) [OAuth 2.1/DCR](/agentkit/connectors/ticktickmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/todoist.svg)](/agentkit/connectors/todoistmcp/) [Todoist MCP connector](/agentkit/connectors/todoistmcp/) [Connect to Todoist MCP. Manage tasks, projects, sections, labels, filters, goals, and reminders from your AI workflows.](/agentkit/connectors/todoistmcp/) [OAuth 2.1/DCR](/agentkit/connectors/todoistmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/trello_n.svg)](/agentkit/connectors/trello/) [Trello connector](/agentkit/connectors/trello/) [Connect to Trello. Manage boards, cards, lists, and team collaboration workflows](/agentkit/connectors/trello/) [OAuth 1.0a](/agentkit/connectors/trello/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/webflow.svg)](/agentkit/connectors/webflowmcp/) [Webflow MCP connector](/agentkit/connectors/webflowmcp/) [Connect to Webflow. Build and manage websites, pages, components, styles, assets, CMS collections, and site settings through the Webflow Designer and Data...](/agentkit/connectors/webflowmcp/) [OAuth 2.1/DCR](/agentkit/connectors/webflowmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/whimsical.svg)](/agentkit/connectors/whimsicalmcp/) [Whimsical MCP connector](/agentkit/connectors/whimsicalmcp/) [Connect to Whimsical MCP. Create and edit flowcharts, mind maps, wireframes, and docs, and manage boards, comments, and workspaces from your AI workflows.](/agentkit/connectors/whimsicalmcp/) [OAuth 2.1/DCR](/agentkit/connectors/whimsicalmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/wix.svg)](/agentkit/connectors/wixmcp/) [Wix MCP connector](/agentkit/connectors/wixmcp/) [Connect to Wix MCP. Build and manage Wix sites, call REST APIs, search documentation, upload media, and suggest domains from your AI workflows.](/agentkit/connectors/wixmcp/) [OAuth 2.1/DCR](/agentkit/connectors/wixmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/zapier.svg)](/agentkit/connectors/zapiermcp/) [Zapier MCP connector](/agentkit/connectors/zapiermcp/) [Connect to Zapier MCP to automate workflows and integrate with thousands of apps directly from your AI agent.](/agentkit/connectors/zapiermcp/) [OAuth 2.1/DCR](/agentkit/connectors/zapiermcp/) ## Project Management [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/airtable.svg)](/agentkit/connectors/airtable/) [Airtable connector](/agentkit/connectors/airtable/) [Connect to Airtable. Manage databases, tables, records, and collaborate on structured data](/agentkit/connectors/airtable/) [OAuth 2.0](/agentkit/connectors/airtable/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/asana-n.svg)](/agentkit/connectors/asana/) [Asana connector](/agentkit/connectors/asana/) [Connect to Asana. Manage tasks, projects, teams, and workflow automation](/agentkit/connectors/asana/) [OAuth 2.0](/agentkit/connectors/asana/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/atlassian.svg)](/agentkit/connectors/atlassianmcp/) [Atlassian Rovo MCP connector](/agentkit/connectors/atlassianmcp/) [Connect to Atlassian Rovo MCP server to manage Jira issues, Confluence pages, and Compass components directly from your AI workflows.](/agentkit/connectors/atlassianmcp/) [OAuth 2.1/DCR](/agentkit/connectors/atlassianmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clickup.svg)](/agentkit/connectors/clickup/) [ClickUp connector](/agentkit/connectors/clickup/) [Connect to ClickUp. Manage tasks, projects, workspaces, and team collaboration](/agentkit/connectors/clickup/) [OAuth 2.0](/agentkit/connectors/clickup/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/confluence.svg)](/agentkit/connectors/confluence/) [Confluence connector](/agentkit/connectors/confluence/) [Connect to Confluence. Manage spaces, pages, content, and team collaboration](/agentkit/connectors/confluence/) [OAuth 2.0](/agentkit/connectors/confluence/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fellowai.svg)](/agentkit/connectors/fellowaimcp/) [FellowAI MCP connector](/agentkit/connectors/fellowaimcp/) [Connect to Fellow.ai MCP to manage meeting notes, action items, agendas, and team collaboration workflows directly from your AI agent.](/agentkit/connectors/fellowaimcp/) [OAuth 2.1/DCR](/agentkit/connectors/fellowaimcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fibery.svg)](/agentkit/connectors/fiberymcp/) [Fibery MCP connector](/agentkit/connectors/fiberymcp/) [Connect to Fibery MCP. Query, create, and update entities across your Fibery workspace using the Fibery API and AI assistant.](/agentkit/connectors/fiberymcp/) [OAuth 2.1/DCR](/agentkit/connectors/fiberymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jira.svg)](/agentkit/connectors/jira/) [Jira connector](/agentkit/connectors/jira/) [Connect to Jira. Manage issues, projects, workflows, and agile development processes](/agentkit/connectors/jira/) [OAuth 2.0](/agentkit/connectors/jira/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/linear.svg)](/agentkit/connectors/linear/) [Linear connector](/agentkit/connectors/linear/) [Connect to Linear. Manage issues, projects, sprints, and development workflows](/agentkit/connectors/linear/) [OAuth 2.0](/agentkit/connectors/linear/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/linear.svg)](/agentkit/connectors/linearmcp/) [Linear MCP connector](/agentkit/connectors/linearmcp/) [Connect to Linear's hosted MCP server to manage issues, projects, cycles, and comments directly from your AI workflows.](/agentkit/connectors/linearmcp/) [OAuth 2.1/DCR](/agentkit/connectors/linearmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/loops.svg)](/agentkit/connectors/loopsmcp/) [Loops MCP connector](/agentkit/connectors/loopsmcp/) [Connect to Loops MCP. Create and manage loops and tasks, set priorities, track work queue stats, and ship completed loops from your AI workflows.](/agentkit/connectors/loopsmcp/) [OAuth 2.1/DCR](/agentkit/connectors/loopsmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/monday.svg)](/agentkit/connectors/mondaymcp/) [Monday MCP connector](/agentkit/connectors/mondaymcp/) [Connect to the monday.com MCP server to manage boards, items, columns, docs, and workflows directly from your AI agents.](/agentkit/connectors/mondaymcp/) [OAuth 2.1/DCR](/agentkit/connectors/mondaymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/monday.svg)](/agentkit/connectors/monday/) [Monday.com connector](/agentkit/connectors/monday/) [Connect to Monday.com. Manage boards, tasks, workflows, teams, and project collaboration](/agentkit/connectors/monday/) [OAuth 2.0](/agentkit/connectors/monday/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/motion.svg)](/agentkit/connectors/motionmcp/) [Motion MCP connector](/agentkit/connectors/motionmcp/) [Connect to Motion MCP. Manage tasks, projects, workspaces, and schedules in the Motion AI-powered project management platform.](/agentkit/connectors/motionmcp/) [OAuth 2.1/DCR](/agentkit/connectors/motionmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/notion.svg)](/agentkit/connectors/notion/) [Notion connector](/agentkit/connectors/notion/) [Connect to Notion workspace. Create, edit pages, manage databases, and collaborate on content](/agentkit/connectors/notion/) [OAuth 2.0](/agentkit/connectors/notion/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/plane.svg)](/agentkit/connectors/planemcp/) [Plane MCP connector](/agentkit/connectors/planemcp/) [Connect to Plane MCP. Manage projects, work items, cycles, modules, epics, and initiatives in your Plane workspace from AI workflows.](/agentkit/connectors/planemcp/) [OAuth 2.1/DCR](/agentkit/connectors/planemcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/pylon.svg)](/agentkit/connectors/pylonmcp/) [Pylon MCP connector](/agentkit/connectors/pylonmcp/) [Connect to Pylon MCP. Manage customer issues, accounts, projects, milestones, and tasks from your AI workflows.](/agentkit/connectors/pylonmcp/) [OAuth 2.1/DCR](/agentkit/connectors/pylonmcp/) [![]()](/agentkit/connectors/ticktickmcp/) [TickTick MCP connector](/agentkit/connectors/ticktickmcp/) [Connect to TickTick MCP. Manage tasks, projects, habits, and focus sessions in your TickTick account from AI workflows.](/agentkit/connectors/ticktickmcp/) [OAuth 2.1/DCR](/agentkit/connectors/ticktickmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/todoist.svg)](/agentkit/connectors/todoistmcp/) [Todoist MCP connector](/agentkit/connectors/todoistmcp/) [Connect to Todoist MCP. Manage tasks, projects, sections, labels, filters, goals, and reminders from your AI workflows.](/agentkit/connectors/todoistmcp/) [OAuth 2.1/DCR](/agentkit/connectors/todoistmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/trello_n.svg)](/agentkit/connectors/trello/) [Trello connector](/agentkit/connectors/trello/) [Connect to Trello. Manage boards, cards, lists, and team collaboration workflows](/agentkit/connectors/trello/) [OAuth 1.0a](/agentkit/connectors/trello/) ## Search [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/biorendermcp.svg)](/agentkit/connectors/biorendermcp/) [Bio Render MCP connector](/agentkit/connectors/biorendermcp/) [Connect to BioRender MCP. Search BioRender's scientific icon and figure template libraries to build publication-ready biological illustrations.](/agentkit/connectors/biorendermcp/) [OAuth 2.1/DCR](/agentkit/connectors/biorendermcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/brave.svg)](/agentkit/connectors/brave/) [Brave Search connector](/agentkit/connectors/brave/) [Connect to Brave Search to perform web, image, video, and news searches with privacy-focused results, plus AI-powered suggestions and spellcheck.](/agentkit/connectors/brave/) [API Key](/agentkit/connectors/brave/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/candid.svg)](/agentkit/connectors/candidmcp/) [Candid MCP connector](/agentkit/connectors/candidmcp/) [Connect to Candid MCP. Search nonprofit organizations, explore philanthropic data, and classify social sector activities using Candid's knowledge base.](/agentkit/connectors/candidmcp/) [OAuth 2.1/DCR](/agentkit/connectors/candidmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/exa.svg)](/agentkit/connectors/exa/) [Exa connector](/agentkit/connectors/exa/) [Connect to Exa to perform AI-powered semantic web search, crawl websites for structured content, get natural language answers from the web, run in-depth...](/agentkit/connectors/exa/) [API Key](/agentkit/connectors/exa/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/firecrawl.svg)](/agentkit/connectors/firecrawlmcp/) [Firecrawl MCP connector](/agentkit/connectors/firecrawlmcp/) [Connect to Firecrawl MCP. Scrape, crawl, search, extract structured data, and monitor websites using Firecrawl's AI-powered web scraping API.](/agentkit/connectors/firecrawlmcp/) [Bearer Token](/agentkit/connectors/firecrawlmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/scrapfly.svg)](/agentkit/connectors/scarpflymcp/) [Scarpfly MCP connector](/agentkit/connectors/scarpflymcp/) [Connect to Scrapfly MCP. Scrape web pages, take screenshots, and control a cloud browser with anti-bot bypass, JS rendering, and proxy support.](/agentkit/connectors/scarpflymcp/) [OAuth 2.1/DCR](/agentkit/connectors/scarpflymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/supadata.svg)](/agentkit/connectors/supadata/) [Supadata connector](/agentkit/connectors/supadata/) [Connect with Supadata to extract transcripts, metadata, and structured content from YouTube, social media, and the web using AI.](/agentkit/connectors/supadata/) [API Key](/agentkit/connectors/supadata/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/synthesize-bio.svg)](/agentkit/connectors/synthesizebiomcp/) [Synthesize Bio MCP connector](/agentkit/connectors/synthesizebiomcp/) [Connect to Synthesize Bio MCP. Run differential gene expression analysis, resolve sample metadata, and retrieve results and raw counts data from your AI...](/agentkit/connectors/synthesizebiomcp/) [OAuth 2.1/DCR](/agentkit/connectors/synthesizebiomcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/tavily.svg)](/agentkit/connectors/tavilymcp/) [Tavily MCP connector](/agentkit/connectors/tavilymcp/) [Connect to Tavily MCP. Search the web, crawl websites, extract content, map site structure, and run deep research using Tavily's AI-powered search API.](/agentkit/connectors/tavilymcp/) [OAuth 2.1/DCR](/agentkit/connectors/tavilymcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/you.svg)](/agentkit/connectors/youmcp/) [You.com MCP connector](/agentkit/connectors/youmcp/) [Connect to You.com MCP. Search the web, research topics with cited sources, and extract full page content using You.com's AI-powered search and research...](/agentkit/connectors/youmcp/) [Bearer Token](/agentkit/connectors/youmcp/) ## Transcription [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/chorus.svg)](/agentkit/connectors/chorus/) [Chorus connector](/agentkit/connectors/chorus/) [Connect to Chorus.ai to sync calls, transcripts, conversation intelligence, and analytics.](/agentkit/connectors/chorus/) [Basic Auth](/agentkit/connectors/chorus/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/clari.svg)](/agentkit/connectors/clari_copilot/) [Clari Copilot connector](/agentkit/connectors/clari_copilot/) [Connect to Clari Copilot for sales call transcripts, analytics, call data, and insights.](/agentkit/connectors/clari_copilot/) [API Key](/agentkit/connectors/clari_copilot/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/deepgram.svg)](/agentkit/connectors/deepgrammcp/) [Deepgram MCP connector](/agentkit/connectors/deepgrammcp/) [Connect to Deepgram MCP. Transcribe audio, generate speech, and manage transcription projects using Deepgram's AI-powered speech recognition API.](/agentkit/connectors/deepgrammcp/) [OAuth 2.1/DCR](/agentkit/connectors/deepgrammcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/diarize.svg)](/agentkit/connectors/diarize/) [Diarize connector](/agentkit/connectors/diarize/) [Connect to Diarize to transcribe and diarize audio and video content from YouTube, X, Instagram, and TikTok. Submit transcription jobs and retrieve...](/agentkit/connectors/diarize/) [Bearer Token](/agentkit/connectors/diarize/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fathom.svg)](/agentkit/connectors/fathom/) [Fathom connector](/agentkit/connectors/fathom/) [Connect to Fathom AI meeting assistant. Record, transcribe, and summarize meetings with AI-powered insights](/agentkit/connectors/fathom/) [API Key](/agentkit/connectors/fathom/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/fireflies.svg)](/agentkit/connectors/firefliesmcp/) [Fireflies MCP connector](/agentkit/connectors/firefliesmcp/) [Connect to Fireflies MCP. Search meeting transcripts, fetch recordings, manage channels, create soundbites, and retrieve analytics from your AI workflows.](/agentkit/connectors/firefliesmcp/) [OAuth 2.1/DCR](/agentkit/connectors/firefliesmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/gong.svg)](/agentkit/connectors/gong/) [Gong connector](/agentkit/connectors/gong/) [Connect with Gong to sync calls, transcripts, insights, coaching and CRM activity](/agentkit/connectors/gong/) [OAuth 2.0](/agentkit/connectors/gong/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/grain.svg)](/agentkit/connectors/grainmcp/) [Grain MCP connector](/agentkit/connectors/grainmcp/) [Grain is a meeting recording and intelligence platform. Use this connector to search and retrieve meeting recordings, transcripts, notes, action items...](/agentkit/connectors/grainmcp/) [OAuth 2.1/DCR](/agentkit/connectors/grainmcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granola/) [Granola connector](/agentkit/connectors/granola/) [Connect to Granola to access AI-generated meeting notes, summaries, transcripts, and attendee data from your workspace. Granola automatically records and...](/agentkit/connectors/granola/) [Bearer Token](/agentkit/connectors/granola/) [![](https://cdn.scalekit.cloud/sk-connect/assets/provider-icons/granola.svg)](/agentkit/connectors/granolamcp/) [Granola MCP connector](/agentkit/connectors/granolamcp/) [Connect to Granola MCP using OAuth 2.1 with MCP discovery and dynamic client registration.](/agentkit/connectors/granolamcp/) [OAuth 2.1/DCR](/agentkit/connectors/granolamcp/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/jiminny.svg)](/agentkit/connectors/jiminny/) [Jiminny connector](/agentkit/connectors/jiminny/) [Connect with Jiminny to access call recordings, transcripts, coaching insights, and conversation intelligence data.](/agentkit/connectors/jiminny/) [Bearer Token](/agentkit/connectors/jiminny/) [![](https://cdn.scalekit.com/sk-connect/assets/provider-icons/otterai.svg)](/agentkit/connectors/otteraimcp/) [OtterAI MCP connector](/agentkit/connectors/otteraimcp/) [Connect to OtterAI MCP. Search meeting recordings, fetch full transcripts, and retrieve user account info from your AI workflows.](/agentkit/connectors/otteraimcp/) [OAuth 2.1/DCR](/agentkit/connectors/otteraimcp/) ### Matching tools No matches found. --- # DOCUMENT BOUNDARY --- # Adobe Marketing Agent MCP connector > Connect to Adobe Marketing Cloud. Manage campaigns, analytics, and journeys using a natural-language AI assistant. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Adobe Marketing Agent MCP credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Adobe Marketing Agent MCP uses Dynamic Client Registration (DCR) — no client ID or secret is required. The only step is creating a connection in Scalekit and authorizing your Adobe account. 1. ### Create a connection in Scalekit * In the [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** → **Connections** → **Create Connection**. * Search for **Adobe Marketing Agent MCP** and click **Create**. * Note the **Connection name** — use this as `connection_name` in your code (e.g., `adobemarketingagentmcp`). 2. ### Authorize your Adobe account Generate an authorization link and open it in a browser to complete the Adobe OAuth flow. The user is redirected to Adobe to sign in and grant access. Scalekit stores the token and injects it automatically into every tool call — no further configuration is needed. Adobe IMS login required The user must have an active Adobe Experience Cloud account. The OAuth flow uses Adobe IMS (Identity Management System) and supports Single Sign-On if your organization has it configured. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'adobemarketingagentmcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Adobe Marketing Agent MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'adobemarketingagentmcp_core-context-management-widget', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "adobemarketingagentmcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Adobe Marketing Agent MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="adobemarketingagentmcp_core-context-management-widget", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Preferences core-user** — Read or clear the user’s persisted preferences including sandbox, dataview, org, and region settings * **Dataview core-switch sandbox, core-set** — Update the active sandbox and/or dataview for the session in a single call * **Org core-switch** — Switch to a different Adobe organization by exchanging the current IMS token * **Sandbox core-set** — Set the active Adobe Experience Platform sandbox for the current session * **Feedback core-provide** — Submit user feedback about the AI assistant experience; automatically classifies sentiment and calls the feedback API * **Decision core-plan completion** — Submit the user’s approval or rejection for a pending plan before it is executed ## Common workflows [Section titled “Common workflows”](#common-workflows) ### Send a query to the Adobe Marketing AI assistant Use `adobemarketingagentmcp_adobe-marketing-agent-mcp-widget` to ask questions about your campaigns, audiences, journeys, and Analytics data in plain English. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connectionName: 'adobemarketingagentmcp', 3 identifier: 'user_123', 4 toolName: 'adobemarketingagentmcp_adobe-marketing-agent-mcp-widget', 5 toolInput: { 6 query: 'What are my top performing audience segments this month?', 7 }, 8 }); 9 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name="adobemarketingagentmcp", 3 identifier="user_123", 4 tool_name="adobemarketingagentmcp_adobe-marketing-agent-mcp-widget", 5 tool_input={ 6 "query": "What are my top performing audience segments this month?", 7 }, 8 ) 9 print(result) ``` ### Switch sandbox and dataview Use `adobemarketingagentmcp_core-switch_sandbox_dataview` to update the active Adobe Experience Platform sandbox and Customer Journey Analytics dataview in a single call. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connectionName: 'adobemarketingagentmcp', 3 identifier: 'user_123', 4 toolName: 'adobemarketingagentmcp_core-switch_sandbox_dataview', 5 toolInput: { 6 sandboxName: 'prod', 7 dataviewName: 'My Analytics View', 8 }, 9 }); 10 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name="adobemarketingagentmcp", 3 identifier="user_123", 4 tool_name="adobemarketingagentmcp_core-switch_sandbox_dataview", 5 tool_input={ 6 "sandboxName": "prod", 7 "dataviewName": "My Analytics View", 8 }, 9 ) 10 print(result) ``` ### Poll an async task Some Adobe Marketing operations run asynchronously. Submit a query with `execution_mode: "async"`, then poll with `adobemarketingagentmcp_core-get_task` until the task completes. * Node.js ```typescript 1 // Step 1 — submit async query 2 const submitted = await actions.executeTool({ 3 connectionName: 'adobemarketingagentmcp', 4 identifier: 'user_123', 5 toolName: 'adobemarketingagentmcp_adobe-marketing-agent-mcp-widget', 6 toolInput: { 7 query: 'Generate a full audience overlap report', 8 execution_mode: 'async', 9 }, 10 }); 11 const taskId = submitted.data?.task_id; 12 13 // Step 2 — poll until complete 14 let cursor = 0; 15 while (true) { 16 const status = await actions.executeTool({ 17 connectionName: 'adobemarketingagentmcp', 18 identifier: 'user_123', 19 toolName: 'adobemarketingagentmcp_core-get_task', 20 toolInput: { task_id: taskId, cursor }, 21 }); 22 cursor = status.data?.cursor ?? cursor; 23 if (status.data?.status === 'completed') { 24 console.log(status.data.result); 25 break; 26 } 27 await new Promise(r => setTimeout(r, 2000)); 28 } ``` * Python ```python 1 import time 2 3 # Step 1 — submit async query 4 submitted = actions.execute_tool( 5 connection_name="adobemarketingagentmcp", 6 identifier="user_123", 7 tool_name="adobemarketingagentmcp_adobe-marketing-agent-mcp-widget", 8 tool_input={ 9 "query": "Generate a full audience overlap report", 10 "execution_mode": "async", 11 }, 12 ) 13 task_id = submitted.data.get("task_id") 14 15 # Step 2 — poll until complete 16 cursor = 0 17 while True: 18 status = actions.execute_tool( 19 connection_name="adobemarketingagentmcp", 20 identifier="user_123", 21 tool_name="adobemarketingagentmcp_core-get_task", 22 tool_input={"task_id": task_id, "cursor": cursor}, 23 ) 24 cursor = status.data.get("cursor", cursor) 25 if status.data.get("status") == "completed": 26 print(status.data.get("result")) 27 break 28 time.sleep(2) ``` ### Read and clear user preferences User preferences (sandbox, dataview, org, region) persist for 90 days. Use `adobemarketingagentmcp_core-user_preferences` to read or clear them. * Node.js ```typescript 1 // Read current preferences 2 const prefs = await actions.executeTool({ 3 connectionName: 'adobemarketingagentmcp', 4 identifier: 'user_123', 5 toolName: 'adobemarketingagentmcp_core-user_preferences', 6 toolInput: { action: 'get' }, 7 }); 8 console.log(prefs.data); 9 10 // Clear all preferences 11 await actions.executeTool({ 12 connectionName: 'adobemarketingagentmcp', 13 identifier: 'user_123', 14 toolName: 'adobemarketingagentmcp_core-user_preferences', 15 toolInput: { action: 'clear' }, 16 }); ``` * Python ```python 1 # Read current preferences 2 prefs = actions.execute_tool( 3 connection_name="adobemarketingagentmcp", 4 identifier="user_123", 5 tool_name="adobemarketingagentmcp_core-user_preferences", 6 tool_input={"action": "get"}, 7 ) 8 print(prefs.data) 9 10 # Clear all preferences 11 actions.execute_tool( 12 connection_name="adobemarketingagentmcp", 13 identifier="user_123", 14 tool_name="adobemarketingagentmcp_core-user_preferences", 15 tool_input={"action": "clear"}, 16 ) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `adobemarketingagentmcp_adobe-marketing-agent-mcp-widget` [# ](#adobemarketingagentmcp_adobe-marketing-agent-mcp-widget)Send a natural-language query to the Adobe Marketing AI assistant to analyze audiences, troubleshoot journeys, and retrieve marketing insights. 5 params ▾ Send a natural-language query to the Adobe Marketing AI assistant to analyze audiences, troubleshoot journeys, and retrieve marketing insights. Name Type Required Description `query` string required The natural-language request or feedback message to send to the assistant. `async` boolean optional Compatibility flag; set to true to request async execution. `chat_id` string optional Optional identifier to correlate this request with a chat or conversation context. `execution_mode` string optional Controls how the task runs; use async for long-running polling-based tasks. `long_running` boolean optional Compatibility flag; set to true to request async execution for long-running tasks. `adobemarketingagentmcp_core-context-management-widget` [# ](#adobemarketingagentmcp_core-context-management-widget)Display and manage the current organization, sandbox, and dataview context, allowing the user to switch between them. 1 param ▾ Display and manage the current organization, sandbox, and dataview context, allowing the user to switch between them. Name Type Required Description `query` string optional The natural-language request or feedback message to send to the assistant. `adobemarketingagentmcp_core-feedback-widget` [# ](#adobemarketingagentmcp_core-feedback-widget)Show an interactive feedback form with thumbs up/down and rating categories; falls back to text-based feedback if widgets are not supported. 1 param ▾ Show an interactive feedback form with thumbs up/down and rating categories; falls back to text-based feedback if widgets are not supported. Name Type Required Description `query` string optional The natural-language request or feedback message to send to the assistant. `adobemarketingagentmcp_core-get_task` [# ](#adobemarketingagentmcp_core-get_task)Retrieve the status and events for an async task by ID; use the cursor to poll only for new events since the last fetch. 2 params ▾ Retrieve the status and events for an async task by ID; use the cursor to poll only for new events since the last fetch. Name Type Required Description `task_id` string required The unique identifier of the async task to retrieve. `cursor` integer optional Offset cursor from the previous response; use 0 to fetch all events from the beginning. `adobemarketingagentmcp_core-list_tasks` [# ](#adobemarketingagentmcp_core-list_tasks)List all async tasks associated with the current conversation context. 0 params ▾ List all async tasks associated with the current conversation context. `adobemarketingagentmcp_core-plan_completion_decision` [# ](#adobemarketingagentmcp_core-plan_completion_decision)Submit the user's approval or rejection for a pending plan before it is executed. 1 param ▾ Submit the user's approval or rejection for a pending plan before it is executed. Name Type Required Description `decision` string required The user's approval decision for the pending plan. `adobemarketingagentmcp_core-provide_feedback` [# ](#adobemarketingagentmcp_core-provide_feedback)Submit user feedback about the AI assistant experience; automatically classifies sentiment and calls the feedback API. 6 params ▾ Submit user feedback about the AI assistant experience; automatically classifies sentiment and calls the feedback API. Name Type Required Description `comment` string optional Optional free-text comment to accompany the feedback. `flagCategories` array optional Categories of harmful content being reported; required when flagged is true. `flagged` boolean optional Set to true if the feedback reports harmful content; triggers the flag API instead of sentiment feedback. `pickList` array optional Selected feedback option labels chosen from the widget's predefined list. `query` string optional The natural-language request or feedback message to send to the assistant. `sentiment` string optional The user's overall sentiment rating for the interaction. `adobemarketingagentmcp_core-set_dataview` [# ](#adobemarketingagentmcp_core-set_dataview)Set the active Customer Journey Analytics dataview for the current session. 1 param ▾ Set the active Customer Journey Analytics dataview for the current session. Name Type Required Description `dataviewName` string required The name of the Customer Journey Analytics dataview to set as the active context. `adobemarketingagentmcp_core-set_sandbox` [# ](#adobemarketingagentmcp_core-set_sandbox)Set the active Adobe Experience Platform sandbox for the current session. 1 param ▾ Set the active Adobe Experience Platform sandbox for the current session. Name Type Required Description `sandboxName` string required The technical name (one word) of the Adobe Experience Platform sandbox to set as the active context. `adobemarketingagentmcp_core-switch_org` [# ](#adobemarketingagentmcp_core-switch_org)Switch to a different Adobe organization by exchanging the current IMS token. 1 param ▾ Switch to a different Adobe organization by exchanging the current IMS token. Name Type Required Description `org_name` string required The display name or IMS Org ID of the Adobe organization to switch to. `adobemarketingagentmcp_core-switch_sandbox_dataview` [# ](#adobemarketingagentmcp_core-switch_sandbox_dataview)Update the active sandbox and/or dataview for the session in a single call. 2 params ▾ Update the active sandbox and/or dataview for the session in a single call. Name Type Required Description `dataviewName` string optional The name of the Customer Journey Analytics dataview to set as the active context. `sandboxName` string optional The technical name (one word) of the Adobe Experience Platform sandbox to set as the active context. `adobemarketingagentmcp_core-user_preferences` [# ](#adobemarketingagentmcp_core-user_preferences)Read or clear the user's persisted preferences including sandbox, dataview, org, and region settings. 1 param ▾ Read or clear the user's persisted preferences including sandbox, dataview, org, and region settings. Name Type Required Description `action` string optional Action to perform on preferences; get returns current settings, clear removes all saved preferences. --- # DOCUMENT BOUNDARY --- # Adzviser MCP connector > Connect to Adzviser MCP to query real-time marketing analytics across 46+ platforms - Google Ads, Facebook Ads, GA4, TikTok, LinkedIn, and more - from a... 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Adzviser MCP credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Adzviser MCP uses Dynamic Client Registration (DCR) — no client ID or secret is required. The only step is creating a connection in Scalekit and authorizing your Adzviser account. 1. ### Create a connection in Scalekit * In the [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** → **Connections** → **Create Connection**. * Search for **Adzviser MCP** and click **Create**. * Note the **Connection name** — use this as `connection_name` in your code (e.g., `adzvisermcp`). 2. ### Authorize your Adzviser account Generate an authorization link and open it in a browser to complete the Adzviser OAuth flow. The user is redirected to Adzviser to sign in and grant access. Scalekit stores the token and injects it automatically into every tool call — no further configuration is needed. Adzviser workspace required The user must have an active Adzviser account with at least one workspace configured. Each workspace contains the ad platform accounts (Google Ads, Facebook Ads, etc.) whose data your agent can query. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'adzvisermcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Adzviser MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'adzvisermcp_list_metrics_and_breakdowns_activecampaign', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "adzvisermcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Adzviser MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="adzvisermcp_list_metrics_and_breakdowns_activecampaign", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Data retrieve reporting** — Retrieve real-time reporting data from marketing channels like Google Ads, Facebook Ads and Google Analytics * **List workspace, metrics fb page, metrics and breakdowns zoho** — Retrieve a list of workspaces that have been created by the user and their data sources, such as Google Ads, Facebook Ads accounts connected with each ## Common workflows [Section titled “Common workflows”](#common-workflows) ### List workspaces Use `adzvisermcp_list_workspace` to retrieve the workspaces the user has configured, along with their connected ad platform accounts. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connectionName: 'adzvisermcp', 3 identifier: 'user_123', 4 toolName: 'adzvisermcp_list_workspace', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name="adzvisermcp", 3 identifier="user_123", 4 tool_name="adzvisermcp_list_workspace", 5 tool_input={}, 6 ) 7 print(result) ``` ### Discover available metrics for a platform Before querying data, call a `list_metrics_and_breakdowns_*` tool to discover valid metric and breakdown names for your target platform. * Node.js ```typescript 1 // Discover Google Ads metrics and breakdowns 2 const fields = await actions.executeTool({ 3 connectionName: 'adzvisermcp', 4 identifier: 'user_123', 5 toolName: 'adzvisermcp_list_metrics_and_breakdowns_google_ads', 6 toolInput: {}, 7 }); 8 console.log(fields); ``` * Python ```python 1 # Discover Google Ads metrics and breakdowns 2 fields = actions.execute_tool( 3 connection_name="adzvisermcp", 4 identifier="user_123", 5 tool_name="adzvisermcp_list_metrics_and_breakdowns_google_ads", 6 tool_input={}, 7 ) 8 print(fields) ``` ### Retrieve reporting data across platforms Use `adzvisermcp_retrieve_reporting_data` to pull structured analytics from one or more connected platforms. Pass an `adzviser_request` object to specify metrics, breakdowns, date ranges, and filters. Most use cases work without this parameter — Adzviser auto-fetches data from all connected accounts. * Node.js ```typescript 1 const report = await actions.executeTool({ 2 connectionName: 'adzvisermcp', 3 identifier: 'user_123', 4 toolName: 'adzvisermcp_retrieve_reporting_data', 5 toolInput: { 6 adzviser_request: { 7 google_ads_request: { 8 metrics: ['Clicks', 'Impressions', 'Cost'], 9 breakdowns: ['Campaign Name'], 10 date_ranges: [{ start_date: '2024-01-01', end_date: '2024-01-31' }], 11 }, 12 }, 13 }, 14 }); 15 console.log(report); ``` * Python ```python 1 report = actions.execute_tool( 2 connection_name="adzvisermcp", 3 identifier="user_123", 4 tool_name="adzvisermcp_retrieve_reporting_data", 5 tool_input={ 6 "adzviser_request": { 7 "google_ads_request": { 8 "metrics": ["Clicks", "Impressions", "Cost"], 9 "breakdowns": ["Campaign Name"], 10 "date_ranges": [{"start_date": "2024-01-01", "end_date": "2024-01-31"}], 11 }, 12 }, 13 }, 14 ) 15 print(report) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `adzvisermcp_list_metrics_and_breakdowns_activecampaign` [# ](#adzvisermcp_list_metrics_and_breakdowns_activecampaign)Get the list of selectable ActiveCampaign metrics, such as Contacts, Sends, Opens, Clicks, and breakdowns like Campaign Name, List Name etc. 0 params ▾ Get the list of selectable ActiveCampaign metrics, such as Contacts, Sends, Opens, Clicks, and breakdowns like Campaign Name, List Name etc. `adzvisermcp_list_metrics_and_breakdowns_adroll` [# ](#adzvisermcp_list_metrics_and_breakdowns_adroll)Get the list of selectable AdRoll metrics, such as Impressions, Clicks, Spend, Conversions, and breakdowns like Campaign Name, Ad Group, Creative etc. 0 params ▾ Get the list of selectable AdRoll metrics, such as Impressions, Clicks, Spend, Conversions, and breakdowns like Campaign Name, Ad Group, Creative etc. `adzvisermcp_list_metrics_and_breakdowns_amazon_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_amazon_ads)Get the list of selectable Amazon Ads metrics like Purchases, Spend etc. and breakdowns like Campaign name, Keyword text, and ASIN etc. 0 params ▾ Get the list of selectable Amazon Ads metrics like Purchases, Spend etc. and breakdowns like Campaign name, Keyword text, and ASIN etc. `adzvisermcp_list_metrics_and_breakdowns_amazon_seller` [# ](#adzvisermcp_list_metrics_and_breakdowns_amazon_seller)Get the list of selectable Amazon Seller Central metrics like Item price, Orders shipped, etc. and breakdowns like ASIN, Order channel, and Product name etc. 0 params ▾ Get the list of selectable Amazon Seller Central metrics like Item price, Orders shipped, etc. and breakdowns like ASIN, Order channel, and Product name etc. `adzvisermcp_list_metrics_and_breakdowns_apple_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_apple_ads)Get the list of selectable Apple Ads (Apple Search Ads) metrics, such as Impressions, Taps, Installs, Spend, and breakdowns like Campaign Name, Ad Group, Keyword etc. 0 params ▾ Get the list of selectable Apple Ads (Apple Search Ads) metrics, such as Impressions, Taps, Installs, Spend, and breakdowns like Campaign Name, Ad Group, Keyword etc. `adzvisermcp_list_metrics_and_breakdowns_bigcommerce` [# ](#adzvisermcp_list_metrics_and_breakdowns_bigcommerce)Get the list of selectable BigCommerce metrics like Orders, Revenue, Items sold, and breakdowns like Product name, Customer email, and Order status etc. 0 params ▾ Get the list of selectable BigCommerce metrics like Orders, Revenue, Items sold, and breakdowns like Product name, Customer email, and Order status etc. `adzvisermcp_list_metrics_and_breakdowns_bing_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_bing_ads)Get the list of selectable Bing Ads metrics like Impressions, Cost, Clicks, etc. and breakdowns like Campaign name, Keyword, and Device type etc. 0 params ▾ Get the list of selectable Bing Ads metrics like Impressions, Cost, Clicks, etc. and breakdowns like Campaign name, Keyword, and Device type etc. `adzvisermcp_list_metrics_and_breakdowns_bing_webmaster` [# ](#adzvisermcp_list_metrics_and_breakdowns_bing_webmaster)Get the list of selectable Bing Webmaster metrics like Clicks, Impressions, CTR, and breakdowns like Query, Page URL, and Country etc. 0 params ▾ Get the list of selectable Bing Webmaster metrics like Clicks, Impressions, CTR, and breakdowns like Query, Page URL, and Country etc. `adzvisermcp_list_metrics_and_breakdowns_callrail` [# ](#adzvisermcp_list_metrics_and_breakdowns_callrail)Get the list of selectable CallRail metrics like Total calls, Answered calls, Call duration, and breakdowns like Tracking number, Source, and Campaign etc. 0 params ▾ Get the list of selectable CallRail metrics like Total calls, Answered calls, Call duration, and breakdowns like Tracking number, Source, and Campaign etc. `adzvisermcp_list_metrics_and_breakdowns_cm360` [# ](#adzvisermcp_list_metrics_and_breakdowns_cm360)Get the list of selectable Campaign Manager 360 (CM360) metrics, such as Impressions, Clicks, Conversions, and breakdowns like Campaign Name, Site, Placement etc. 0 params ▾ Get the list of selectable Campaign Manager 360 (CM360) metrics, such as Impressions, Clicks, Conversions, and breakdowns like Campaign Name, Site, Placement etc. `adzvisermcp_list_metrics_and_breakdowns_dv360` [# ](#adzvisermcp_list_metrics_and_breakdowns_dv360)Get the list of selectable Display & Video 360 (DV360) metrics, such as Impressions, Clicks, Revenue, and breakdowns like Campaign Name, Insertion Order, Line Item etc. 0 params ▾ Get the list of selectable Display & Video 360 (DV360) metrics, such as Impressions, Clicks, Revenue, and breakdowns like Campaign Name, Insertion Order, Line Item etc. `adzvisermcp_list_metrics_and_breakdowns_fb_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_fb_ads)Get the list of selectable Facebook Ads metrics, such as Spend, CPC, Clicks, and breakdowns such as Gender, Country, and Device etc. If workspace\_name is provided, custom conversions for that workspace will be included in the metrics list. 1 param ▾ Get the list of selectable Facebook Ads metrics, such as Spend, CPC, Clicks, and breakdowns such as Gender, Country, and Device etc. If workspace\_name is provided, custom conversions for that workspace will be included in the metrics list. Name Type Required Description `workspace_name` string optional Optional workspace name to retrieve custom conversions for the Facebook Ads account in that workspace. If not provided, only standard metrics and breakdowns are returned. `adzvisermcp_list_metrics_and_breakdowns_fb_post` [# ](#adzvisermcp_list_metrics_and_breakdowns_fb_post)Get the list of selectable Facebook Post/Video metrics like Post likes, Post total reactions, etc. and breakdowns like Post message, Post image URL, etc. 0 params ▾ Get the list of selectable Facebook Post/Video metrics like Post likes, Post total reactions, etc. and breakdowns like Post message, Post image URL, etc. `adzvisermcp_list_metrics_and_breakdowns_ga4` [# ](#adzvisermcp_list_metrics_and_breakdowns_ga4)Get the list of selectable Google Analytics metrics such as Active users, New users, Sessions, and breakdowns like Account name, Session medium, and Country etc. 0 params ▾ Get the list of selectable Google Analytics metrics such as Active users, New users, Sessions, and breakdowns like Account name, Session medium, and Country etc. `adzvisermcp_list_metrics_and_breakdowns_google_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_google_ads)Get the list of selectable Google Ads metrics, such as Cost, Roas, Impressions, and breakdowns like Device, Keyword Text, and Campaign Name etc. 0 params ▾ Get the list of selectable Google Ads metrics, such as Cost, Roas, Impressions, and breakdowns like Device, Keyword Text, and Campaign Name etc. `adzvisermcp_list_metrics_and_breakdowns_google_my_business` [# ](#adzvisermcp_list_metrics_and_breakdowns_google_my_business)Get the list of selectable Google My Business metrics, such as Total views, Phone calls, Bookings, and breakdowns like Location name, Website URL, and Address lines etc. 0 params ▾ Get the list of selectable Google My Business metrics, such as Total views, Phone calls, Bookings, and breakdowns like Location name, Website URL, and Address lines etc. `adzvisermcp_list_metrics_and_breakdowns_hubspot` [# ](#adzvisermcp_list_metrics_and_breakdowns_hubspot)Get the list of selectable HubSpot metrics like Contacts, Leads, etc. and breakdowns like Company name, Contact email, and Deal ID etc. 0 params ▾ Get the list of selectable HubSpot metrics like Contacts, Leads, etc. and breakdowns like Company name, Contact email, and Deal ID etc. `adzvisermcp_list_metrics_and_breakdowns_ig_post` [# ](#adzvisermcp_list_metrics_and_breakdowns_ig_post)Get the list of selectable Instagram Post metrics such as Post Comments, Post Follows, Post Likes, and breakdowns like Media URL, Media Caption, and Media Product Type etc. 0 params ▾ Get the list of selectable Instagram Post metrics such as Post Comments, Post Follows, Post Likes, and breakdowns like Media URL, Media Caption, and Media Product Type etc. `adzvisermcp_list_metrics_and_breakdowns_ig_profile` [# ](#adzvisermcp_list_metrics_and_breakdowns_ig_profile)Get the list of selectable Instagram Profile metrics like Profile Follower, Profile Impressions, etc., and breakdowns like Profile ID, Profile Name, and Profile Website etc. 0 params ▾ Get the list of selectable Instagram Profile metrics like Profile Follower, Profile Impressions, etc., and breakdowns like Profile ID, Profile Name, and Profile Website etc. `adzvisermcp_list_metrics_and_breakdowns_klaviyo` [# ](#adzvisermcp_list_metrics_and_breakdowns_klaviyo)Get the list of selectable Klaviyo metrics, such as Emails recipients, Received SMS, and breakdowns like Campaign name, Flow name, and Person first name etc. 0 params ▾ Get the list of selectable Klaviyo metrics, such as Emails recipients, Received SMS, and breakdowns like Campaign name, Flow name, and Person first name etc. `adzvisermcp_list_metrics_and_breakdowns_linkedin_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_linkedin_ads)Get the list of selectable LinkedIn Ads metrics, such as Impressions, Reach, Total spent, and breakdowns like Device, Placement, and Campaign name etc. 0 params ▾ Get the list of selectable LinkedIn Ads metrics, such as Impressions, Reach, Total spent, and breakdowns like Device, Placement, and Campaign name etc. `adzvisermcp_list_metrics_and_breakdowns_linkedin_company_page` [# ](#adzvisermcp_list_metrics_and_breakdowns_linkedin_company_page)Get the list of selectable LinkedIn Page metrics, such as Content comments, Lifetime followers, Page views, and breakdowns like Content text, and Content URL etc. 0 params ▾ Get the list of selectable LinkedIn Page metrics, such as Content comments, Lifetime followers, Page views, and breakdowns like Content text, and Content URL etc. `adzvisermcp_list_metrics_and_breakdowns_mailchimp` [# ](#adzvisermcp_list_metrics_and_breakdowns_mailchimp)Get the list of selectable Mailchimp metrics, such as Emails sent, Open rate (%), Total clicks, and breakdowns like Campaign name, List name, and Member email etc. 0 params ▾ Get the list of selectable Mailchimp metrics, such as Emails sent, Open rate (%), Total clicks, and breakdowns like Campaign name, List name, and Member email etc. `adzvisermcp_list_metrics_and_breakdowns_marketo` [# ](#adzvisermcp_list_metrics_and_breakdowns_marketo)Get the list of selectable Marketo metrics, such as Leads Created, Emails Sent, and breakdowns like Program Name, Campaign Name etc. 0 params ▾ Get the list of selectable Marketo metrics, such as Leads Created, Emails Sent, and breakdowns like Program Name, Campaign Name etc. `adzvisermcp_list_metrics_and_breakdowns_matomo` [# ](#adzvisermcp_list_metrics_and_breakdowns_matomo)Get the list of selectable Matomo metrics, such as Visits, Pageviews, Bounce Rate, and breakdowns like Page URL, Referrer, Country etc. 0 params ▾ Get the list of selectable Matomo metrics, such as Visits, Pageviews, Bounce Rate, and breakdowns like Page URL, Referrer, Country etc. `adzvisermcp_list_metrics_and_breakdowns_merchant_center` [# ](#adzvisermcp_list_metrics_and_breakdowns_merchant_center)Get the list of selectable Merchant Center metrics, such as Impressions, Clicks, Conversions, and breakdowns like Title, Brand, and Availability etc. 0 params ▾ Get the list of selectable Merchant Center metrics, such as Impressions, Clicks, Conversions, and breakdowns like Title, Brand, and Availability etc. `adzvisermcp_list_metrics_and_breakdowns_omnisend` [# ](#adzvisermcp_list_metrics_and_breakdowns_omnisend)Get the list of selectable Omnisend metrics, such as Emails Sent, Open Rate, Click Rate, and breakdowns like Campaign Name, Automation Name etc. 0 params ▾ Get the list of selectable Omnisend metrics, such as Emails Sent, Open Rate, Click Rate, and breakdowns like Campaign Name, Automation Name etc. `adzvisermcp_list_metrics_and_breakdowns_pinterest_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_pinterest_ads)Get the list of selectable Pinterest Ads metrics, such as Impressions paid, Cost, Video views, and breakdowns like Ad group name, and Targeting location etc. 0 params ▾ Get the list of selectable Pinterest Ads metrics, such as Impressions paid, Cost, Video views, and breakdowns like Ad group name, and Targeting location etc. `adzvisermcp_list_metrics_and_breakdowns_pinterest_organic` [# ](#adzvisermcp_list_metrics_and_breakdowns_pinterest_organic)Get the list of selectable Pinterest Organic metrics like Pin impressions, Saves, Clicks, and breakdowns like Pin title, Board name, and Pin URL etc. 0 params ▾ Get the list of selectable Pinterest Organic metrics like Pin impressions, Saves, Clicks, and breakdowns like Pin title, Board name, and Pin URL etc. `adzvisermcp_list_metrics_and_breakdowns_pipedrive` [# ](#adzvisermcp_list_metrics_and_breakdowns_pipedrive)Get the list of selectable Pipedrive metrics, such as Deals Won, Revenue, Activities, and breakdowns like Pipeline, Deal Owner, Stage etc. 0 params ▾ Get the list of selectable Pipedrive metrics, such as Deals Won, Revenue, Activities, and breakdowns like Pipeline, Deal Owner, Stage etc. `adzvisermcp_list_metrics_and_breakdowns_reddit_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_reddit_ads)Get the list of selectable Reddit Ads metrics like Impressions, Clicks, Spend, and breakdowns like Campaign name, Ad group name, and Subreddit etc. 0 params ▾ Get the list of selectable Reddit Ads metrics like Impressions, Clicks, Spend, and breakdowns like Campaign name, Ad group name, and Subreddit etc. `adzvisermcp_list_metrics_and_breakdowns_sa360` [# ](#adzvisermcp_list_metrics_and_breakdowns_sa360)Get the list of selectable Search Ads 360 (SA360) metrics, such as Impressions, Clicks, Cost, Conversions, and breakdowns like Campaign Name, Ad Group, Keyword etc. 0 params ▾ Get the list of selectable Search Ads 360 (SA360) metrics, such as Impressions, Clicks, Cost, Conversions, and breakdowns like Campaign Name, Ad Group, Keyword etc. `adzvisermcp_list_metrics_and_breakdowns_salesforce` [# ](#adzvisermcp_list_metrics_and_breakdowns_salesforce)Get the list of selectable Salesforce metrics like Opportunity count, Leads, etc. and breakdowns like Opportunity name, Campaign name, etc. 0 params ▾ Get the list of selectable Salesforce metrics like Opportunity count, Leads, etc. and breakdowns like Opportunity name, Campaign name, etc. `adzvisermcp_list_metrics_and_breakdowns_search_console` [# ](#adzvisermcp_list_metrics_and_breakdowns_search_console)Get the list of selectable Google Search Console metrics like Clicks, Positions, etc. and breakdowns like Landing page, and Search query etc. 0 params ▾ Get the list of selectable Google Search Console metrics like Clicks, Positions, etc. and breakdowns like Landing page, and Search query etc. `adzvisermcp_list_metrics_and_breakdowns_shopify` [# ](#adzvisermcp_list_metrics_and_breakdowns_shopify)Get the list of selectable Shopify metrics, such as Gross sales, Returns, Shipping, and breakdowns like Customer first name, Product SKU, and Order ID etc. 0 params ▾ Get the list of selectable Shopify metrics, such as Gross sales, Returns, Shipping, and breakdowns like Customer first name, Product SKU, and Order ID etc. `adzvisermcp_list_metrics_and_breakdowns_snapchat_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_snapchat_ads)Get the list of selectable Snapchat Ads metrics such as Impressions, Cost, Leads, and breakdowns like DMA, Ad type, and Campaign name etc. 0 params ▾ Get the list of selectable Snapchat Ads metrics such as Impressions, Cost, Leads, and breakdowns like DMA, Ad type, and Campaign name etc. `adzvisermcp_list_metrics_and_breakdowns_spotify_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_spotify_ads)Get the list of selectable Spotify Ads metrics, such as Impressions, Clicks, Spend, Listens, and breakdowns like Campaign Name, Ad Set, Ad Format etc. 0 params ▾ Get the list of selectable Spotify Ads metrics, such as Impressions, Clicks, Spend, Listens, and breakdowns like Campaign Name, Ad Set, Ad Format etc. `adzvisermcp_list_metrics_and_breakdowns_sprout_social` [# ](#adzvisermcp_list_metrics_and_breakdowns_sprout_social)Get the list of selectable Sprout Social metrics, such as Impressions, Engagements, Followers, and breakdowns like Profile, Network, Post Type etc. 0 params ▾ Get the list of selectable Sprout Social metrics, such as Impressions, Engagements, Followers, and breakdowns like Profile, Network, Post Type etc. `adzvisermcp_list_metrics_and_breakdowns_threads_insights` [# ](#adzvisermcp_list_metrics_and_breakdowns_threads_insights)Get the list of selectable Threads Insights metrics like Views, Likes, Replies, Reposts, and breakdowns like Post text, Post ID, and Media type etc. 0 params ▾ Get the list of selectable Threads Insights metrics like Views, Likes, Replies, Reposts, and breakdowns like Post text, Post ID, and Media type etc. `adzvisermcp_list_metrics_and_breakdowns_tiktok_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_tiktok_ads)Get the list of selectable TikTok Ads metrics, such as Clicks, CPM, Cost, and breakdowns like Campaign name, Gender, and Age etc. 0 params ▾ Get the list of selectable TikTok Ads metrics, such as Clicks, CPM, Cost, and breakdowns like Campaign name, Gender, and Age etc. `adzvisermcp_list_metrics_and_breakdowns_tiktok_organic` [# ](#adzvisermcp_list_metrics_and_breakdowns_tiktok_organic)Get the list of selectable TikTok Organic metrics like Video views, Likes, Comments, Shares, and breakdowns like Video title, Video ID, and Create time etc. 0 params ▾ Get the list of selectable TikTok Organic metrics like Video views, Likes, Comments, Shares, and breakdowns like Video title, Video ID, and Create time etc. `adzvisermcp_list_metrics_and_breakdowns_trade_desk` [# ](#adzvisermcp_list_metrics_and_breakdowns_trade_desk)Get the list of selectable Trade Desk metrics, such as Impressions, Clicks, Spend, Conversions, and breakdowns like Campaign Name, Ad Group, Creative etc. 0 params ▾ Get the list of selectable Trade Desk metrics, such as Impressions, Clicks, Spend, Conversions, and breakdowns like Campaign Name, Ad Group, Creative etc. `adzvisermcp_list_metrics_and_breakdowns_woo_commerce` [# ](#adzvisermcp_list_metrics_and_breakdowns_woo_commerce)Get the list of selectable WooCommerce metrics, such as Gross sales, Returns, Items sold, and breakdowns like Order number, Billing first name, and Shipping phone etc. 0 params ▾ Get the list of selectable WooCommerce metrics, such as Gross sales, Returns, Items sold, and breakdowns like Order number, Billing first name, and Shipping phone etc. `adzvisermcp_list_metrics_and_breakdowns_x_ads` [# ](#adzvisermcp_list_metrics_and_breakdowns_x_ads)Get the list of selectable X Ads (Twitter Ads) metrics like Impressions, Clicks, Spend, and breakdowns like Campaign name, Ad group name, and Placement etc. 0 params ▾ Get the list of selectable X Ads (Twitter Ads) metrics like Impressions, Clicks, Spend, and breakdowns like Campaign name, Ad group name, and Placement etc. `adzvisermcp_list_metrics_and_breakdowns_youtube` [# ](#adzvisermcp_list_metrics_and_breakdowns_youtube)Get the list of selectable YouTube metrics like Video views, Likes, Comments, etc. and breakdowns like Video ID, Video title, and Channel name etc. 0 params ▾ Get the list of selectable YouTube metrics like Video views, Likes, Comments, etc. and breakdowns like Video ID, Video title, and Channel name etc. `adzvisermcp_list_metrics_and_breakdowns_zoho` [# ](#adzvisermcp_list_metrics_and_breakdowns_zoho)Get the list of selectable Zoho CRM metrics like Leads, Deals, Contacts, and breakdowns like Lead source, Deal stage, and Account name etc. 0 params ▾ Get the list of selectable Zoho CRM metrics like Leads, Deals, Contacts, and breakdowns like Lead source, Deal stage, and Account name etc. `adzvisermcp_list_metrics_fb_page` [# ](#adzvisermcp_list_metrics_fb_page)Get the list of selectable Facebook Page Insights metrics, such as Total likes, Total reach, Total page views etc. 0 params ▾ Get the list of selectable Facebook Page Insights metrics, such as Total likes, Total reach, Total page views etc. `adzvisermcp_list_workspace` [# ](#adzvisermcp_list_workspace)Retrieve a list of workspaces that have been created by the user and their data sources, such as Google Ads, Facebook Ads accounts connected with each. 0 params ▾ Retrieve a list of workspaces that have been created by the user and their data sources, such as Google Ads, Facebook Ads accounts connected with each. `adzvisermcp_retrieve_reporting_data` [# ](#adzvisermcp_retrieve_reporting_data)Retrieve real-time reporting data from marketing channels like Google Ads, Facebook Ads and Google Analytics. Returns structured data that you can analyze, compare, calculate, and summarize. 1 param ▾ Retrieve real-time reporting data from marketing channels like Google Ads, Facebook Ads and Google Analytics. Returns structured data that you can analyze, compare, calculate, and summarize. Name Type Required Description `adzviser_request` object optional Optional structured request body specifying platforms, metrics, breakdowns, date ranges, and filters for the report. --- # DOCUMENT BOUNDARY --- # Affinity connector > Connect to Affinity relationship intelligence CRM to manage deal flow, relationships, pipeline opportunities, and network connections for private capital... 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'affinity' 12 const identifier = 'user_123' 13 14 // Make your first call 15 const result = await actions.executeTool({ 16 connector, 17 identifier, 18 toolName: 'affinity_list_lists', 19 toolInput: {}, 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "affinity" 14 identifier = "user_123" 15 16 # Make your first call 17 result = actions.execute_tool( 18 tool_input={}, 19 tool_name="affinity_list_lists", 20 connection_name=connection_name, 21 identifier=identifier, 22 ) 23 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Create note, opportunity** — Create a note on a person, organization, or opportunity in Affinity * **Get opportunity, relationship strength, organization** — Retrieve full details of a deal or opportunity in Affinity including current stage, owner, associated persons and organizations, custom field values, and list membership * **List opportunities, lists, notes** — List pipeline opportunities in Affinity with optional filters by list ID, owner, or stage * **Search persons, organizations** — Search for people in the Affinity network by name, email, or relationship strength * **Update opportunity** — Update an existing deal or opportunity in Affinity ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `affinity_add_to_list` [# ](#affinity_add_to_list)Add a person or organization to an Affinity list by creating a new list entry. Use this to add a founder to a deal pipeline, add a company to a watchlist, or track a new contact in a relationship list. Provide either entity\_id for persons/organizations. 2 params ▾ Add a person or organization to an Affinity list by creating a new list entry. Use this to add a founder to a deal pipeline, add a company to a watchlist, or track a new contact in a relationship list. Provide either entity\_id for persons/organizations. Name Type Required Description `entity_id` integer required ID of the person or organization to add to the list `list_id` integer required ID of the Affinity list to add the entity to `affinity_create_note` [# ](#affinity_create_note)Create a note on a person, organization, or opportunity in Affinity. Notes support plain text content and can be attached to multiple entity types simultaneously. Use this to log meeting summaries, due diligence findings, or relationship context directly on a CRM record. 4 params ▾ Create a note on a person, organization, or opportunity in Affinity. Notes support plain text content and can be attached to multiple entity types simultaneously. Use this to log meeting summaries, due diligence findings, or relationship context directly on a CRM record. Name Type Required Description `content` string required Plain text content of the note `opportunity_ids` array optional List of opportunity IDs to attach this note to `organization_ids` array optional List of organization IDs to attach this note to `person_ids` array optional List of person IDs to attach this note to `affinity_create_opportunity` [# ](#affinity_create_opportunity)Create a new deal or opportunity record in Affinity and add it to a pipeline list. Supports associating persons and organizations, setting the deal name, and assigning an owner. Ideal for logging inbound deals or sourcing new investment targets. 4 params ▾ Create a new deal or opportunity record in Affinity and add it to a pipeline list. Supports associating persons and organizations, setting the deal name, and assigning an owner. Ideal for logging inbound deals or sourcing new investment targets. Name Type Required Description `list_id` integer required ID of the Affinity list to add this opportunity to `name` string required Name of the opportunity or deal `organization_ids` array optional List of Affinity organization IDs to associate with this opportunity `person_ids` array optional List of Affinity person IDs to associate with this opportunity `affinity_get_opportunity` [# ](#affinity_get_opportunity)Retrieve full details of a deal or opportunity in Affinity including current stage, owner, associated persons and organizations, custom field values, and list membership. Use this before updating a deal or generating a deal memo. 1 param ▾ Retrieve full details of a deal or opportunity in Affinity including current stage, owner, associated persons and organizations, custom field values, and list membership. Use this before updating a deal or generating a deal memo. Name Type Required Description `opportunity_id` integer required Unique numeric ID of the opportunity to retrieve `affinity_get_organization` [# ](#affinity_get_organization)Retrieve an organization's full profile from Affinity including domain, team member connections, associated people, deal history, and interaction metadata. Use this for deep company diligence or to understand team relationships before an investment. 2 params ▾ Retrieve an organization's full profile from Affinity including domain, team member connections, associated people, deal history, and interaction metadata. Use this for deep company diligence or to understand team relationships before an investment. Name Type Required Description `organization_id` integer required Unique numeric ID of the organization to retrieve `with_interaction_dates` boolean optional Include first and last interaction dates in the response `affinity_get_person` [# ](#affinity_get_person)Retrieve a person's full profile from Affinity including contact information, email addresses, phone numbers, organization memberships, interaction history, and relationship score. Use this to deeply evaluate a contact before a meeting or investment decision. 2 params ▾ Retrieve a person's full profile from Affinity including contact information, email addresses, phone numbers, organization memberships, interaction history, and relationship score. Use this to deeply evaluate a contact before a meeting or investment decision. Name Type Required Description `person_id` integer required Unique numeric ID of the person to retrieve `with_interaction_dates` boolean optional Include first and last interaction dates in the response `affinity_get_relationship_strength` [# ](#affinity_get_relationship_strength)Retrieve relationship strength scores between your team members and an external contact (person) in Affinity. Scores reflect email and meeting interaction frequency and recency. Use this to identify the best warm introduction path to a founder, LP, or co-investor. 2 params ▾ Retrieve relationship strength scores between your team members and an external contact (person) in Affinity. Scores reflect email and meeting interaction frequency and recency. Use this to identify the best warm introduction path to a founder, LP, or co-investor. Name Type Required Description `external_id` integer required Affinity person ID of the external contact to evaluate relationship strength against `internal_id` integer optional Affinity person ID of the internal team member (optional — omit to get scores for all team members) `affinity_list_lists` [# ](#affinity_list_lists)Retrieve all Affinity lists available in the workspace, including people lists, organization lists, and opportunity/deal pipeline lists. Returns list IDs, names, types, and owner information. Use this to discover list IDs before adding entries or filtering opportunities. 0 params ▾ Retrieve all Affinity lists available in the workspace, including people lists, organization lists, and opportunity/deal pipeline lists. Returns list IDs, names, types, and owner information. Use this to discover list IDs before adding entries or filtering opportunities. `affinity_list_notes` [# ](#affinity_list_notes)Retrieve notes associated with a specific person, organization, or opportunity in Affinity. Returns paginated note records including content, creator, and creation timestamp. Use this to review interaction history, meeting summaries, or due diligence logs on a CRM entity. 5 params ▾ Retrieve notes associated with a specific person, organization, or opportunity in Affinity. Returns paginated note records including content, creator, and creation timestamp. Use this to review interaction history, meeting summaries, or due diligence logs on a CRM entity. Name Type Required Description `opportunity_id` integer optional Filter notes by opportunity ID `organization_id` integer optional Filter notes by organization ID `page_size` integer optional Number of results to return per page (max 500) `page_token` string optional Pagination token from a previous response to fetch the next page `person_id` integer optional Filter notes by person ID `affinity_list_opportunities` [# ](#affinity_list_opportunities)List pipeline opportunities in Affinity with optional filters by list ID, owner, or stage. Returns paginated deal records including stage, value, associated people and organizations, and custom field values. Designed for deal flow monitoring and portfolio tracking. 3 params ▾ List pipeline opportunities in Affinity with optional filters by list ID, owner, or stage. Returns paginated deal records including stage, value, associated people and organizations, and custom field values. Designed for deal flow monitoring and portfolio tracking. Name Type Required Description `list_id` integer optional Filter opportunities belonging to a specific Affinity list ID `page_size` integer optional Number of results to return per page (max 500) `page_token` string optional Pagination token from a previous response to fetch the next page `affinity_search_organizations` [# ](#affinity_search_organizations)Search for companies and organizations in the Affinity network by name or domain. Returns a paginated list of matching organization records including team connections, domain info, and interaction metadata. Useful for deal sourcing and company diligence lookups. 4 params ▾ Search for companies and organizations in the Affinity network by name or domain. Returns a paginated list of matching organization records including team connections, domain info, and interaction metadata. Useful for deal sourcing and company diligence lookups. Name Type Required Description `page_size` integer optional Number of results to return per page (max 500) `page_token` string optional Pagination token from a previous response to fetch the next page `term` string optional Search term to filter organizations by name or domain `with_interaction_dates` boolean optional Include first and last interaction dates in the response `affinity_search_persons` [# ](#affinity_search_persons)Search for people in the Affinity network by name, email, or relationship strength. Returns a paginated list of matching person records including contact information and relationship metadata. Ideal for finding contacts before creating notes or evaluating deal connections. 4 params ▾ Search for people in the Affinity network by name, email, or relationship strength. Returns a paginated list of matching person records including contact information and relationship metadata. Ideal for finding contacts before creating notes or evaluating deal connections. Name Type Required Description `page_size` integer optional Number of results to return per page (max 500) `page_token` string optional Pagination token from a previous response to fetch the next page `term` string optional Search term to filter persons by name or email address `with_interaction_dates` boolean optional Include first and last interaction dates in the response `affinity_update_opportunity` [# ](#affinity_update_opportunity)Update an existing deal or opportunity in Affinity. Supports renaming the deal, adding or removing associated persons and organizations. Use this to reflect changes in deal status, team assignment, or company involvement during a pipeline review. 4 params ▾ Update an existing deal or opportunity in Affinity. Supports renaming the deal, adding or removing associated persons and organizations. Use this to reflect changes in deal status, team assignment, or company involvement during a pipeline review. Name Type Required Description `opportunity_id` integer required Unique numeric ID of the opportunity to update `name` string optional Updated name for the opportunity `organization_ids` array optional Updated list of Affinity organization IDs associated with this opportunity `person_ids` array optional Updated list of Affinity person IDs associated with this opportunity --- # DOCUMENT BOUNDARY --- # Agentmail MCP connector > Connect to Agentmail MCP. Manage inboxes, send and receive email, handle drafts, threads, and attachments from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'agentmailmcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Agentmail MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'agentmailmcp_list_inboxes', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "agentmailmcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Agentmail MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="agentmailmcp_list_inboxes", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Update message, draft** — Update a message’s labels by adding or removing label values * **Send message, draft** — Send a new email message from an inbox to one or more recipients * **Message reply to, forward** — Reply to a specific message, optionally replying to all recipients * **List threads, inboxes, drafts** — List message threads in an inbox with optional label filtering and pagination * **Get thread, inbox, draft** — Retrieve a message thread by ID, including all messages in the conversation * **Delete inbox, draft** — Permanently delete an inbox and all its associated messages ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `agentmailmcp_create_draft` [# ](#agentmailmcp_create_draft)Create a draft email in an inbox, optionally scheduling it to send at a future time. 12 params ▾ Create a draft email in an inbox, optionally scheduling it to send at a future time. Name Type Required Description `inboxId` string required ID of inbox `attachments` array optional Attachments `bcc` array optional BCC recipients `cc` array optional CC recipients `html` string optional HTML body `inReplyTo` string optional Message ID this draft is replying to `labels` array optional Labels `replyTo` array optional Reply-to addresses `sendAt` string optional ISO 8601 datetime to schedule sending (e.g. 2026-04-01T09:00:00Z) `subject` string optional Subject `text` string optional Plain text body `to` array optional Recipients `agentmailmcp_create_inbox` [# ](#agentmailmcp_create_inbox)Create a new inbox with a given username and domain for sending and receiving email. 3 params ▾ Create a new inbox with a given username and domain for sending and receiving email. Name Type Required Description `displayName` string optional Display name `domain` string optional Domain `username` string optional Username `agentmailmcp_delete_draft` [# ](#agentmailmcp_delete_draft)Delete a draft by ID. Also cancels any scheduled send for that draft. 2 params ▾ Delete a draft by ID. Also cancels any scheduled send for that draft. Name Type Required Description `draftId` string required ID of draft `inboxId` string required ID of inbox `agentmailmcp_delete_inbox` [# ](#agentmailmcp_delete_inbox)Permanently delete an inbox and all its associated messages. 1 param ▾ Permanently delete an inbox and all its associated messages. Name Type Required Description `inboxId` string required ID of inbox `agentmailmcp_forward_message` [# ](#agentmailmcp_forward_message)Forward an existing message to one or more recipients, optionally adding extra content. 10 params ▾ Forward an existing message to one or more recipients, optionally adding extra content. Name Type Required Description `inboxId` string required ID of inbox `messageId` string required ID of message `to` array required Recipients `attachments` array optional Attachments `bcc` array optional BCC recipients `cc` array optional CC recipients `html` string optional HTML body `labels` array optional Labels `subject` string optional Subject `text` string optional Plain text body `agentmailmcp_get_attachment` [# ](#agentmailmcp_get_attachment)Retrieve a specific attachment from a message thread by attachment ID. 3 params ▾ Retrieve a specific attachment from a message thread by attachment ID. Name Type Required Description `attachmentId` string required ID of attachment `inboxId` string required ID of inbox `threadId` string required ID of thread `agentmailmcp_get_draft` [# ](#agentmailmcp_get_draft)Retrieve a draft by ID, including its content, status, and scheduled send time. 2 params ▾ Retrieve a draft by ID, including its content, status, and scheduled send time. Name Type Required Description `draftId` string required ID of draft `inboxId` string required ID of inbox `agentmailmcp_get_inbox` [# ](#agentmailmcp_get_inbox)Retrieve inbox details by ID, including its email address and configuration. 1 param ▾ Retrieve inbox details by ID, including its email address and configuration. Name Type Required Description `inboxId` string required ID of inbox `agentmailmcp_get_thread` [# ](#agentmailmcp_get_thread)Retrieve a message thread by ID, including all messages in the conversation. 2 params ▾ Retrieve a message thread by ID, including all messages in the conversation. Name Type Required Description `inboxId` string required ID of inbox `threadId` string required ID of thread `agentmailmcp_list_drafts` [# ](#agentmailmcp_list_drafts)List drafts in an inbox with optional label filtering and pagination. 6 params ▾ List drafts in an inbox with optional label filtering and pagination. Name Type Required Description `inboxId` string required ID of inbox `after` string optional Filter items after datetime `before` string optional Filter items before datetime `labels` array optional Labels to filter items by `limit` number optional Max number of items to return `pageToken` string optional Page token for pagination `agentmailmcp_list_inboxes` [# ](#agentmailmcp_list_inboxes)List all inboxes with pagination support. 2 params ▾ List all inboxes with pagination support. Name Type Required Description `limit` number optional Max number of items to return `pageToken` string optional Page token for pagination `agentmailmcp_list_threads` [# ](#agentmailmcp_list_threads)List message threads in an inbox with optional label filtering and pagination. 6 params ▾ List message threads in an inbox with optional label filtering and pagination. Name Type Required Description `inboxId` string required ID of inbox `after` string optional Filter items after datetime `before` string optional Filter items before datetime `labels` array optional Labels to filter items by `limit` number optional Max number of items to return `pageToken` string optional Page token for pagination `agentmailmcp_reply_to_message` [# ](#agentmailmcp_reply_to_message)Reply to a specific message, optionally replying to all recipients. 7 params ▾ Reply to a specific message, optionally replying to all recipients. Name Type Required Description `inboxId` string required ID of inbox `messageId` string required ID of message `attachments` array optional Attachments `html` string optional HTML body `labels` array optional Labels `replyAll` boolean optional Reply to all recipients `text` string optional Plain text body `agentmailmcp_send_draft` [# ](#agentmailmcp_send_draft)Send a draft immediately, converting it to a sent message. 2 params ▾ Send a draft immediately, converting it to a sent message. Name Type Required Description `draftId` string required ID of draft `inboxId` string required ID of inbox `agentmailmcp_send_message` [# ](#agentmailmcp_send_message)Send a new email message from an inbox to one or more recipients. 9 params ▾ Send a new email message from an inbox to one or more recipients. Name Type Required Description `inboxId` string required ID of inbox `to` array required Recipients `attachments` array optional Attachments `bcc` array optional BCC recipients `cc` array optional CC recipients `html` string optional HTML body `labels` array optional Labels `subject` string optional Subject `text` string optional Plain text body `agentmailmcp_update_draft` [# ](#agentmailmcp_update_draft)Update a draft's content, recipients, or scheduled send time. 10 params ▾ Update a draft's content, recipients, or scheduled send time. Name Type Required Description `draftId` string required ID of draft `inboxId` string required ID of inbox `bcc` array optional BCC recipients `cc` array optional CC recipients `html` string optional HTML body `replyTo` array optional Reply-to addresses `sendAt` string optional ISO 8601 datetime to reschedule sending `subject` string optional Subject `text` string optional Plain text body `to` array optional Recipients `agentmailmcp_update_message` [# ](#agentmailmcp_update_message)Update a message's labels by adding or removing label values. 4 params ▾ Update a message's labels by adding or removing label values. Name Type Required Description `inboxId` string required ID of inbox `messageId` string required ID of message `addLabels` array optional Labels to add `removeLabels` array optional Labels to remove --- # DOCUMENT BOUNDARY --- # Ahrefs MCP connector > Connect to Ahrefs MCP to access SEO data including backlinks, keyword research, site audits, rank tracking, and web analytics directly from your AI... 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'ahrefsmcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Ahrefs MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'ahrefsmcp_management_brand_radar_reports', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "ahrefsmcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Ahrefs MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="ahrefsmcp_management_brand_radar_reports", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Analyze backlinks** — retrieve backlink profiles, referring domains, anchors, and broken links for any URL or domain * **Research keywords** — get keyword ideas, search volume, difficulty scores, SERP overviews, and ranking history * **Explore site data** — fetch organic and paid traffic estimates, top pages, and outlinks for any domain * **Track rankings** — monitor keyword positions across countries and devices over time * **Audit sites** — run crawls to surface broken pages, redirect chains, and on-page SEO issues * **Analyze web analytics** — retrieve traffic stats, top pages, UTM breakdowns, and traffic sources for Web Analytics projects ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `ahrefsmcp_batch_analysis` [# ](#ahrefsmcp_batch_analysis)Performs a batch analysis of multiple URLs, domains, or subdomains to retrieve selected SEO, backlink, organic, and paid traffic metrics. 6 params ▾ Performs a batch analysis of multiple URLs, domains, or subdomains to retrieve selected SEO, backlink, organic, and paid traffic metrics. Name Type Required Description `select` array required Comma-separated list of fields to include in the response. `targets` array required No description. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `order_by` array optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `ahrefsmcp_brand_radar_ai_responses` [# ](#ahrefsmcp_brand_radar_ai_responses)Retrieve questions asked to AI assistants and the AI-generated responses that mention your brand or competitors, including cited sources and search volume estimates. 13 params ▾ Retrieve questions asked to AI assistants and the AI-generated responses that mention your brand or competitors, including cited sources and search volume estimates. Name Type Required Description `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` string required Comma-separated list of fields to include in the response. `brand` string optional Your brand domain to track (e.g. \`ahrefs.com\`). `competitors` string optional Comma-separated list of competitor domains. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date` string optional Target date for the snapshot (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `market` string optional Market or country code for brand radar data. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_ai_responses_entities` [# ](#ahrefsmcp_brand_radar_ai_responses_entities)Retrieve questions asked to AI assistants and the AI-generated responses that mention your brand or competitors, with entity-based inputs for more precise brand matching. 14 params ▾ Retrieve questions asked to AI assistants and the AI-generated responses that mention your brand or competitors, with entity-based inputs for more precise brand matching. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` array required Comma-separated list of fields to include in the response. `brands` array optional Array of brand domains to track. `competitors` array optional Comma-separated list of competitor domains. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date` string optional Target date for the snapshot (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `market` array optional Market or country code for brand radar data. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_cited_domains` [# ](#ahrefsmcp_brand_radar_cited_domains)Retrieve domains cited in AI-generated responses that mention your brand or competitors in a specified LLM, with response counts and estimated monthly search volume. 12 params ▾ Retrieve domains cited in AI-generated responses that mention your brand or competitors in a specified LLM, with response counts and estimated monthly search volume. Name Type Required Description `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` string required Comma-separated list of fields to include in the response. `brand` string optional Your brand domain to track (e.g. \`ahrefs.com\`). `competitors` string optional Comma-separated list of competitor domains. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date` string optional Target date for the snapshot (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_cited_domains_entities` [# ](#ahrefsmcp_brand_radar_cited_domains_entities)Retrieve domains cited in AI-generated responses mentioning your brand or competitors in a specified LLM, using entity-based inputs for more precise brand matching. 13 params ▾ Retrieve domains cited in AI-generated responses mentioning your brand or competitors in a specified LLM, using entity-based inputs for more precise brand matching. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` array required Comma-separated list of fields to include in the response. `brands` array optional Array of brand domains to track. `competitors` array optional Comma-separated list of competitor domains. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date` string optional Target date for the snapshot (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_cited_pages` [# ](#ahrefsmcp_brand_radar_cited_pages)Retrieve pages cited in AI-generated responses that mention your brand or competitors in a specified LLM, with response counts and estimated monthly search volume. 13 params ▾ Retrieve pages cited in AI-generated responses that mention your brand or competitors in a specified LLM, with response counts and estimated monthly search volume. Name Type Required Description `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` string required Comma-separated list of fields to include in the response. `brand` string optional Your brand domain to track (e.g. \`ahrefs.com\`). `competitors` string optional Comma-separated list of competitor domains. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date` string optional Target date for the snapshot (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tracked_urls` string optional No description. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_cited_pages_entities` [# ](#ahrefsmcp_brand_radar_cited_pages_entities)Retrieve pages cited in AI-generated responses mentioning your brand or competitors in a specified LLM, using entity-based inputs for more precise brand matching. 14 params ▾ Retrieve pages cited in AI-generated responses mentioning your brand or competitors in a specified LLM, using entity-based inputs for more precise brand matching. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` array required Comma-separated list of fields to include in the response. `brands` array optional Array of brand domains to track. `competitors` array optional Comma-separated list of competitor domains. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date` string optional Target date for the snapshot (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `tracked_urls` array optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_impressions_history` [# ](#ahrefsmcp_brand_radar_impressions_history)Provides the historical number of impressions for your and competitors's brands in an LLM you specify. Prefer using the equivalent 'brand-radar-impressions-history-entities' tool since the inputs are more descriptive. 10 params ▾ Provides the historical number of impressions for your and competitors's brands in an LLM you specify. Prefer using the equivalent 'brand-radar-impressions-history-entities' tool since the inputs are more descriptive. Name Type Required Description `brand` string required Your brand domain to track (e.g. \`ahrefs.com\`). `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_impressions_history_entities` [# ](#ahrefsmcp_brand_radar_impressions_history_entities)Retrieve the historical number of impressions for your and competitors’ brands in a specified LLM, using entity-based inputs for more precise brand matching. 11 params ▾ Retrieve the historical number of impressions for your and competitors’ brands in a specified LLM, using entity-based inputs for more precise brand matching. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `date_from` string required Start date for the data range (YYYY-MM-DD). `brands` array optional Array of brand domains to track. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_impressions_overview` [# ](#ahrefsmcp_brand_radar_impressions_overview)Retrieve the number of impressions for your and competitors’ brands in a specified LLM, with filters for location, query text, URL, and more. 10 params ▾ Retrieve the number of impressions for your and competitors’ brands in a specified LLM, with filters for location, query text, URL, and more. Name Type Required Description `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` string required Comma-separated list of fields to include in the response. `brand` string optional Your brand domain to track (e.g. \`ahrefs.com\`). `competitors` string optional Comma-separated list of competitor domains. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_impressions_overview_entities` [# ](#ahrefsmcp_brand_radar_impressions_overview_entities)Retrieve impression counts for your and competitors’ brands in a specified LLM, using entity-based inputs and filters for location, query text, and URL. 11 params ▾ Retrieve impression counts for your and competitors’ brands in a specified LLM, using entity-based inputs and filters for location, query text, and URL. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` array required Comma-separated list of fields to include in the response. `brands` array optional Array of brand domains to track. `competitors` array optional Comma-separated list of competitor domains. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_mentions_history` [# ](#ahrefsmcp_brand_radar_mentions_history)Provides the historical number of mentions for your and competitors's brands in an LLM you specify. Prefer using the equivalent 'brand-radar-mentions-history-entities' tool since the inputs are more descriptive. 10 params ▾ Provides the historical number of mentions for your and competitors's brands in an LLM you specify. Prefer using the equivalent 'brand-radar-mentions-history-entities' tool since the inputs are more descriptive. Name Type Required Description `brand` string required Your brand domain to track (e.g. \`ahrefs.com\`). `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_mentions_history_entities` [# ](#ahrefsmcp_brand_radar_mentions_history_entities)Retrieve the historical number of mentions for your and competitors’ brands in a specified LLM, using entity-based inputs for more precise brand matching. 11 params ▾ Retrieve the historical number of mentions for your and competitors’ brands in a specified LLM, using entity-based inputs for more precise brand matching. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `date_from` string required Start date for the data range (YYYY-MM-DD). `brands` array optional Array of brand domains to track. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_mentions_overview` [# ](#ahrefsmcp_brand_radar_mentions_overview)Retrieve mention counts for your and competitors’ brands in a specified LLM, with filters for location, query text, URL, and more. 10 params ▾ Retrieve mention counts for your and competitors’ brands in a specified LLM, with filters for location, query text, URL, and more. Name Type Required Description `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` string required Comma-separated list of fields to include in the response. `brand` string optional Your brand domain to track (e.g. \`ahrefs.com\`). `competitors` string optional Comma-separated list of competitor domains. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_mentions_overview_entities` [# ](#ahrefsmcp_brand_radar_mentions_overview_entities)Retrieve mention counts for your and competitors’ brands in a specified LLM, using entity-based inputs and filters for location, query text, and URL. 11 params ▾ Retrieve mention counts for your and competitors’ brands in a specified LLM, using entity-based inputs and filters for location, query text, and URL. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `select` array required Comma-separated list of fields to include in the response. `brands` array optional Array of brand domains to track. `competitors` array optional Comma-separated list of competitor domains. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_sov_history` [# ](#ahrefsmcp_brand_radar_sov_history)Provides the historical share of voice for your and competitors's brands in an LLM you specify. Prefer using the equivalent 'brand-radar-sov-history-entities' tool since the inputs are more descriptive. 11 params ▾ Provides the historical share of voice for your and competitors's brands in an LLM you specify. Prefer using the equivalent 'brand-radar-sov-history-entities' tool since the inputs are more descriptive. Name Type Required Description `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `date_from` string required Start date for the data range (YYYY-MM-DD). `brand` string optional Your brand domain to track (e.g. \`ahrefs.com\`). `competitors` string optional Comma-separated list of competitor domains. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_sov_history_entities` [# ](#ahrefsmcp_brand_radar_sov_history_entities)Retrieve the historical share of voice for your and competitors’ brands in a specified LLM, using entity-based inputs for more precise brand matching. 12 params ▾ Retrieve the historical share of voice for your and competitors’ brands in a specified LLM, using entity-based inputs for more precise brand matching. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `date_from` string required Start date for the data range (YYYY-MM-DD). `brands` array optional Array of brand domains to track. `competitors` array optional Comma-separated list of competitor domains. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_sov_overview` [# ](#ahrefsmcp_brand_radar_sov_overview)Provides the share of voice for your and competitors's brands in an LLM you specify, with filters for locations, query text, URL, and more. Prefer using the equivalent 'brand-radar-sov-overview-entities' tool since the inputs are more descriptive. 9 params ▾ Provides the share of voice for your and competitors's brands in an LLM you specify, with filters for locations, query text, URL, and more. Prefer using the equivalent 'brand-radar-sov-overview-entities' tool since the inputs are more descriptive. Name Type Required Description `data_source` string required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `brand` string optional Your brand domain to track (e.g. \`ahrefs.com\`). `competitors` string optional Comma-separated list of competitor domains. `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `market` string optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_brand_radar_sov_overview_entities` [# ](#ahrefsmcp_brand_radar_sov_overview_entities)Retrieve share of voice for your and competitors’ brands in a specified LLM, using entity-based inputs and filters for location, query text, and URL. 10 params ▾ Retrieve share of voice for your and competitors’ brands in a specified LLM, using entity-based inputs and filters for location, query text, and URL. Name Type Required Description `data_source` array required AI platform to pull data from (e.g. \`google\_ai\_overview\`). `brands` array optional Array of brand domains to track. `competitors` array optional Comma-separated list of competitor domains. `country` array optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `market` array optional Market or country code for brand radar data. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `prompts` string optional Search prompt or topic to track brand mentions for. `report_id` string optional ID of the brand radar report to query. `tags_filter` object optional No description. `where` object optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_doc` [# ](#ahrefsmcp_doc)Retrieve full OpenAPI documentation for Ahrefs API v3 and the corresponding MCP tools. Use this tool to get the input schema for any other Ahrefs tool. 1 param ▾ Retrieve full OpenAPI documentation for Ahrefs API v3 and the corresponding MCP tools. Use this tool to get the input schema for any other Ahrefs tool. Name Type Required Description `tool` string required No description. `ahrefsmcp_gsc_anonymous_queries` [# ](#ahrefsmcp_gsc_anonymous_queries)Returns organic keywords that rank for the project but are not reported by Google Search Console (anonymized queries), with position, traffic, volume, and CPC data. 9 params ▾ Returns organic keywords that rank for the project but are not reported by Google Search Console (anonymized queries), with position, traffic, volume, and CPC data. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_from` string required Start date for the data range (YYYY-MM-DD). `project_id` integer required Numeric ID of the Ahrefs project. `select` string required Comma-separated list of fields to include in the response. `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_ctr_by_position` [# ](#ahrefsmcp_gsc_ctr_by_position)Returns Google Search Console CTR (click-through rate) data by keyword position, showing each keyword's average position, CTR percentage, and click count. 7 params ▾ Returns Google Search Console CTR (click-through rate) data by keyword position, showing each keyword's average position, CTR percentage, and click count. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `ahrefsmcp_gsc_keyword_history` [# ](#ahrefsmcp_gsc_keyword_history)Returns Google Search Console performance history chart data (clicks, impressions, CTR, position) for specific keywords over time, grouped by daily, weekly, or monthly intervals. 10 params ▾ Returns Google Search Console performance history chart data (clicks, impressions, CTR, position) for specific keywords over time, grouped by daily, weekly, or monthly intervals. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `keywords` string optional Comma-separated list of keywords to analyze. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_keywords` [# ](#ahrefsmcp_gsc_keywords)Returns Google Search Console keywords table data with metrics (clicks, impressions, CTR, position) and associated URLs for a project. 12 params ▾ Returns Google Search Console keywords table data with metrics (clicks, impressions, CTR, position) and associated URLs for a project. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `keyword_list_id` integer optional ID of the saved keyword list to use. `keyword_lists` string optional No description. `limit` integer optional Maximum number of results to return. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_metrics_by_country` [# ](#ahrefsmcp_gsc_metrics_by_country)Returns Google Search Console click metrics grouped by country for a project. 9 params ▾ Returns Google Search Console click metrics grouped by country for a project. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_page_history` [# ](#ahrefsmcp_gsc_page_history)Returns Google Search Console performance history chart data (clicks, impressions, CTR, position) for specific pages over time, grouped by daily, weekly, or monthly intervals. 9 params ▾ Returns Google Search Console performance history chart data (clicks, impressions, CTR, position) for specific pages over time, grouped by daily, weekly, or monthly intervals. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `pages` string optional No description. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `ahrefsmcp_gsc_pages` [# ](#ahrefsmcp_gsc_pages)Returns Google Search Console pages table data with metrics (clicks, impressions, CTR, position) and associated keywords for a project. 10 params ▾ Returns Google Search Console pages table data with metrics (clicks, impressions, CTR, position) and associated keywords for a project. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `limit` integer optional Maximum number of results to return. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_pages_history` [# ](#ahrefsmcp_gsc_pages_history)Returns Google Search Console pages chart data showing total indexed pages over time for a project. 10 params ▾ Returns Google Search Console pages chart data showing total indexed pages over time for a project. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_performance_by_device` [# ](#ahrefsmcp_gsc_performance_by_device)Returns Google Search Console performance metrics (clicks, impressions, CTR, position) broken down by device type (desktop, mobile, tablet) for a project. 8 params ▾ Returns Google Search Console performance metrics (clicks, impressions, CTR, position) broken down by device type (desktop, mobile, tablet) for a project. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_performance_by_position` [# ](#ahrefsmcp_gsc_performance_by_position)Returns Google Search Console performance metrics (clicks, impressions, keyword count) grouped by position ranges (1-3, 4-10, 11-20, 21-50, 51+) for a project. 9 params ▾ Returns Google Search Console performance metrics (clicks, impressions, keyword count) grouped by position ranges (1-3, 4-10, 11-20, 21-50, 51+) for a project. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_performance_history` [# ](#ahrefsmcp_gsc_performance_history)Returns Google Search Console performance chart data (clicks, impressions, CTR, position) for a project over time, grouped by daily, weekly, or monthly intervals. 10 params ▾ Returns Google Search Console performance chart data (clicks, impressions, CTR, position) for a project over time, grouped by daily, weekly, or monthly intervals. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_gsc_positions_history` [# ](#ahrefsmcp_gsc_positions_history)Returns Google Search Console keyword count data grouped by position ranges (1-3, 4-10, 11-20, 21-50, 51+) over time for a project. 10 params ▾ Returns Google Search Console keyword count data grouped by position ranges (1-3, 4-10, 11-20, 21-50, 51+) over time for a project. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `device` string optional Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `portfolio_id` integer optional Numeric ID of the Ahrefs portfolio. `project_id` integer optional Numeric ID of the Ahrefs project. `search_type` string optional GSC search type: \`web\`, \`image\`, \`video\`, or \`news\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_keywords_explorer_matching_terms` [# ](#ahrefsmcp_keywords_explorer_matching_terms)Retrieve keyword ideas and SEO metrics by matching input terms or phrases in a specified country, with support for filtering, sorting, and metric selection. 11 params ▾ Retrieve keyword ideas and SEO metrics by matching input terms or phrases in a specified country, with support for filtering, sorting, and metric selection. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `select` string required Comma-separated list of fields to include in the response. `keyword_list_id` integer optional ID of the saved keyword list to use. `keywords` string optional Comma-separated list of keywords to analyze. `limit` integer optional Maximum number of results to return. `match_mode` string optional No description. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `terms` string optional No description. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_keywords_explorer_overview` [# ](#ahrefsmcp_keywords_explorer_overview)Retrieve an overview of keyword metrics—including search volume, CPC, ranking difficulty, traffic potential, and intent—for specified keywords, domains, or URLs. 14 params ▾ Retrieve an overview of keyword metrics—including search volume, CPC, ranking difficulty, traffic potential, and intent—for specified keywords, domains, or URLs. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `select` string required Comma-separated list of fields to include in the response. `keyword_list_id` integer optional ID of the saved keyword list to use. `keywords` string optional Comma-separated list of keywords to analyze. `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `target` string optional Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `target_mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `target_position` string optional No description. `timeout` integer optional Request timeout in seconds. `volume_monthly_date_from` string optional No description. `volume_monthly_date_to` string optional No description. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_keywords_explorer_related_terms` [# ](#ahrefsmcp_keywords_explorer_related_terms)Retrieve keyword metrics and related terms ("also rank for" and "also talk about") for a given keyword or keyword list, with filtering and sorting options. 11 params ▾ Retrieve keyword metrics and related terms ("also rank for" and "also talk about") for a given keyword or keyword list, with filtering and sorting options. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `select` string required Comma-separated list of fields to include in the response. `keyword_list_id` integer optional ID of the saved keyword list to use. `keywords` string optional Comma-separated list of keywords to analyze. `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `terms` string optional No description. `timeout` integer optional Request timeout in seconds. `view_for` string optional No description. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_keywords_explorer_search_suggestions` [# ](#ahrefsmcp_keywords_explorer_search_suggestions)Retrieve keyword search suggestions and metrics such as search volume, difficulty, and CPC for specified queries, with filtering and sorting options. 9 params ▾ Retrieve keyword search suggestions and metrics such as search volume, difficulty, and CPC for specified queries, with filtering and sorting options. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `select` string required Comma-separated list of fields to include in the response. `keyword_list_id` integer optional ID of the saved keyword list to use. `keywords` string optional Comma-separated list of keywords to analyze. `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_keywords_explorer_volume_by_country` [# ](#ahrefsmcp_keywords_explorer_volume_by_country)Retrieves search volume metrics for a specified keyword broken down by country. Requests will not consume API units if you use only "ahrefs" or "wordcount" in the \`keywords\` or \`keyword\` query parameter. 3 params ▾ Retrieves search volume metrics for a specified keyword broken down by country. Requests will not consume API units if you use only "ahrefs" or "wordcount" in the \`keywords\` or \`keyword\` query parameter. Name Type Required Description `keyword` string required Keyword to analyze. `limit` integer optional Maximum number of results to return. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_keywords_explorer_volume_history` [# ](#ahrefsmcp_keywords_explorer_volume_history)Retrieves historical search volume data for a specified keyword within a given country and date range. Requests will not consume API units if you use only "ahrefs" or "wordcount" in the \`keywords\` or \`keyword\` query parameter. 5 params ▾ Retrieves historical search volume data for a specified keyword within a given country and date range. Requests will not consume API units if you use only "ahrefs" or "wordcount" in the \`keywords\` or \`keyword\` query parameter. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `keyword` string required Keyword to analyze. `date_from` string optional Start date for the data range (YYYY-MM-DD). `date_to` string optional End date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_management_brand_radar_prompts` [# ](#ahrefsmcp_management_brand_radar_prompts)Retrieves custom prompts for a specific brand radar report. Requests to this endpoint are free and do not consume any API units. 2 params ▾ Retrieves custom prompts for a specific brand radar report. Requests to this endpoint are free and do not consume any API units. Name Type Required Description `report_id` string required ID of the brand radar report to query. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_management_brand_radar_reports` [# ](#ahrefsmcp_management_brand_radar_reports)Retrieves the list of custom brand radar reports. Requests to this endpoint are free and do not consume any API units. 1 param ▾ Retrieves the list of custom brand radar reports. Requests to this endpoint are free and do not consume any API units. Name Type Required Description `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_management_keyword_list_keywords` [# ](#ahrefsmcp_management_keyword_list_keywords)Retrieves keywords from a keyword list. Requests to this endpoint are free and do not consume any API units. 2 params ▾ Retrieves keywords from a keyword list. Requests to this endpoint are free and do not consume any API units. Name Type Required Description `keyword_list_id` integer required ID of the saved keyword list to use. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_management_locations` [# ](#ahrefsmcp_management_locations)Retrieves a list of management locations filtered by country code and optionally by US state. 3 params ▾ Retrieves a list of management locations filtered by country code and optionally by US state. Name Type Required Description `country_code` string required Two-letter ISO country code. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `us_state` string optional No description. `ahrefsmcp_management_project_competitors` [# ](#ahrefsmcp_management_project_competitors)Retrieves the list of competitors associated with a specific Rank Tracker project in Ahrefs, using the project's unique identifier. 2 params ▾ Retrieves the list of competitors associated with a specific Rank Tracker project in Ahrefs, using the project's unique identifier. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_management_project_keywords` [# ](#ahrefsmcp_management_project_keywords)Returns all tracked keywords for a specific Rank Tracker project, including associated tracking metadata. 2 params ▾ Returns all tracked keywords for a specific Rank Tracker project, including associated tracking metadata. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_management_projects` [# ](#ahrefsmcp_management_projects)Retrieves information about existing projects, including ownership, access type, presence of Rank Tracker keywords, and project ID. 5 params ▾ Retrieves information about existing projects, including ownership, access type, presence of Rank Tracker keywords, and project ID. Name Type Required Description `access` string optional No description. `has_keywords` boolean optional No description. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `owned_by` string optional No description. `project_id` integer optional Numeric ID of the Ahrefs project. `ahrefsmcp_public_crawler_ip_ranges` [# ](#ahrefsmcp_public_crawler_ip_ranges)Returns the IP ranges used by the Ahrefs public web crawler, typically for allowlisting or firewall configuration. 1 param ▾ Returns the IP ranges used by the Ahrefs public web crawler, typically for allowlisting or firewall configuration. Name Type Required Description `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_public_crawler_ips` [# ](#ahrefsmcp_public_crawler_ips)Returns the list of individual IP addresses currently used by the Ahrefs public web crawler. 1 param ▾ Returns the list of individual IP addresses currently used by the Ahrefs public web crawler. Name Type Required Description `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_rank_tracker_competitors_overview` [# ](#ahrefsmcp_rank_tracker_competitors_overview)Provides an overview of competitor rankings and keyword metrics for a specified project and date in Ahrefs Rank Tracker, allowing comparison between current and previous data. 11 params ▾ Provides an overview of competitor rankings and keyword metrics for a specified project and date in Ahrefs Rank Tracker, allowing comparison between current and previous data. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `device` string required Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `project_id` integer required Numeric ID of the Ahrefs project. `select` string required Comma-separated list of fields to include in the response. `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `timeout` integer optional Request timeout in seconds. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_rank_tracker_competitors_pages` [# ](#ahrefsmcp_rank_tracker_competitors_pages)Provides an overview of competitor pages and keyword metrics for a specified project and date in Ahrefs Rank Tracker, allowing comparison between current and previous data. 12 params ▾ Provides an overview of competitor pages and keyword metrics for a specified project and date in Ahrefs Rank Tracker, allowing comparison between current and previous data. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `device` string required Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `project_id` integer required Numeric ID of the Ahrefs project. `select` string required Comma-separated list of fields to include in the response. `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `target_and_tracked_competitors_only` boolean optional No description. `timeout` integer optional Request timeout in seconds. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_rank_tracker_competitors_stats` [# ](#ahrefsmcp_rank_tracker_competitors_stats)Provides an overview of competitor metrics for a specified project and date in Ahrefs Rank Tracker. Metrics include: share of voice, share of traffic value, average position, traffic, traffic value, and positions, and counts of SERP features. 6 params ▾ Provides an overview of competitor metrics for a specified project and date in Ahrefs Rank Tracker. Metrics include: share of voice, share of traffic value, average position, traffic, traffic value, and positions, and counts of SERP features. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `device` string required Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `project_id` integer required Numeric ID of the Ahrefs project. `select` string required Comma-separated list of fields to include in the response. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `ahrefsmcp_rank_tracker_overview` [# ](#ahrefsmcp_rank_tracker_overview)Provides an overview of tracked keyword rankings and related search metrics for a specified project and date, with support for historical comparison, filtering, column selection, and device type. 11 params ▾ Provides an overview of tracked keyword rankings and related search metrics for a specified project and date, with support for historical comparison, filtering, column selection, and device type. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `device` string required Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `project_id` integer required Numeric ID of the Ahrefs project. `select` string required Comma-separated list of fields to include in the response. `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `timeout` integer optional Request timeout in seconds. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_rank_tracker_serp_overview` [# ](#ahrefsmcp_rank_tracker_serp_overview)Returns SERP overview for a specified keyword in a Rank Tracker project, showing detailed information about each position including title, URL, type, backlink metrics, and traffic data. 9 params ▾ Returns SERP overview for a specified keyword in a Rank Tracker project, showing detailed information about each position including title, URL, type, backlink metrics, and traffic data. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `device` string required Device type filter: \`desktop\`, \`mobile\`, or \`tablet\`. `keyword` string required Keyword to analyze. `project_id` integer required Numeric ID of the Ahrefs project. `date` string optional Target date for the snapshot (YYYY-MM-DD). `language_code` string optional BCP-47 language code (e.g. \`en\`, \`fr\`). `location_id` integer optional Numeric ID of the target location. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `top_positions` integer optional No description. `ahrefsmcp_render_data_table` [# ](#ahrefsmcp_render_data_table)Render an interactive data table widget with sorting, search, and pagination. Accepts column definitions and row data; column types are inferred automatically. 5 params ▾ Render an interactive data table widget with sorting, search, and pagination. Accepts column definitions and row data; column types are inferred automatically. Name Type Required Description `columns` array required No description. `rows` array required No description. `title` string required No description. `pageSize` integer optional No description. `source` object optional No description. `ahrefsmcp_render_scorecard` [# ](#ahrefsmcp_render_scorecard)Render a scorecard widget showing key metrics as a card grid. Accepts metric cards with labels, numeric values, optional units, change indicators, and groupings. 3 params ▾ Render a scorecard widget showing key metrics as a card grid. Accepts metric cards with labels, numeric values, optional units, change indicators, and groupings. Name Type Required Description `cards` array required No description. `title` string required No description. `source` object optional No description. `ahrefsmcp_render_time_series_chart` [# ](#ahrefsmcp_render_time_series_chart)Render an interactive time series line chart for one or more named data series. Supports dual Y-axis, hover tooltips, crosshair, and a toggleable legend. 3 params ▾ Render an interactive time series line chart for one or more named data series. Supports dual Y-axis, hover tooltips, crosshair, and a toggleable legend. Name Type Required Description `series` array required No description. `title` string required No description. `source` object optional No description. `ahrefsmcp_serp_overview` [# ](#ahrefsmcp_serp_overview)Retrieve an overview of the top search results for a specified keyword and country, including position, backlinks, traffic, domain rating, and related keywords. 6 params ▾ Retrieve an overview of the top search results for a specified keyword and country, including position, backlinks, traffic, domain rating, and related keywords. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `keyword` string required Keyword to analyze. `select` string required Comma-separated list of fields to include in the response. `date` string optional Target date for the snapshot (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `top_positions` integer optional No description. `ahrefsmcp_site_audit_issues` [# ](#ahrefsmcp_site_audit_issues)Returns all issues from your Site Audit crawl. By default, it provides data from the latest available crawl, but you can also specify a crawl date and time to retrieve historical metrics. 4 params ▾ Returns all issues from your Site Audit crawl. By default, it provides data from the latest available crawl, but you can also specify a crawl date and time to retrieve historical metrics. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `date` string optional Target date for the snapshot (YYYY-MM-DD). `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_site_audit_page_content` [# ](#ahrefsmcp_site_audit_page_content)Returns the HTML and extracted text content of a page from your Site Audit crawl. By default, it provides the latest available snapshot, but you can also specify a crawl date and time to retrieve historical snapshots. 5 params ▾ Returns the HTML and extracted text content of a page from your Site Audit crawl. By default, it provides the latest available snapshot, but you can also specify a crawl date and time to retrieve historical snapshots. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `select` string required Comma-separated list of fields to include in the response. `target_url` string required Full URL to analyze (e.g. \`https\://ahrefs.com/blog/\`). `date` string optional Target date for the snapshot (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_site_audit_page_explorer` [# ](#ahrefsmcp_site_audit_page_explorer)Returns detailed information about pages discovered in a Site Audit project, including URLs, crawl metadata, and selected on-page metrics. 11 params ▾ Returns detailed information about pages discovered in a Site Audit project, including URLs, crawl metadata, and selected on-page metrics. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `date` string optional Target date for the snapshot (YYYY-MM-DD). `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `filter_mode` string optional No description. `issue_id` string optional No description. `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `select` string optional Comma-separated list of fields to include in the response. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_audit_projects` [# ](#ahrefsmcp_site_audit_projects)Returns Site Audit project summaries (all projects or a specific project), including health scores, issue counts, and crawled page counts for the latest crawl or a specified historical point in time. 5 params ▾ Returns Site Audit project summaries (all projects or a specific project), including health scores, issue counts, and crawled page counts for the latest crawl or a specified historical point in time. Name Type Required Description `date` string optional Target date for the snapshot (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `project_id` integer optional Numeric ID of the Ahrefs project. `project_name` string optional No description. `project_url` string optional No description. `ahrefsmcp_site_explorer_all_backlinks` [# ](#ahrefsmcp_site_explorer_all_backlinks)Retrieves detailed information about all backlinks pointing to a specified URL or domain, with extensive filtering, sorting, selection, and aggregation options. 11 params ▾ Retrieves detailed information about all backlinks pointing to a specified URL or domain, with extensive filtering, sorting, selection, and aggregation options. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `aggregation` string optional No description. `history` string optional No description. `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_anchors` [# ](#ahrefsmcp_site_explorer_anchors)Retrieves anchor text and associated backlink metrics for a specified domain or URL, with filtering and selection options. 10 params ▾ Retrieves anchor text and associated backlink metrics for a specified domain or URL, with filtering and selection options. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `history` string optional No description. `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_backlinks_stats` [# ](#ahrefsmcp_site_explorer_backlinks_stats)Provides backlink statistics for a specified URL or domain as of a given date, with options to control protocol and scope. 5 params ▾ Provides backlink statistics for a specified URL or domain as of a given date, with options to control protocol and scope. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `ahrefsmcp_site_explorer_broken_backlinks` [# ](#ahrefsmcp_site_explorer_broken_backlinks)Retrieves a list of broken backlinks (i.e., links pointing to non-functioning pages) for a specified domain or URL, with customizable filtering, field selection, and aggregation options. 10 params ▾ Retrieves a list of broken backlinks (i.e., links pointing to non-functioning pages) for a specified domain or URL, with customizable filtering, field selection, and aggregation options. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `aggregation` string optional No description. `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_crawled_pages` [# ](#ahrefsmcp_site_explorer_crawled_pages)Returns a list of pages crawled by Ahrefs for a specified domain or URL, including the page URLs. 8 params ▾ Returns a list of pages crawled by Ahrefs for a specified domain or URL, including the page URLs. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_domain_rating` [# ](#ahrefsmcp_site_explorer_domain_rating)Retrieve the domain rating and related metrics for a specified domain or URL as of a specific date. 4 params ▾ Retrieve the domain rating and related metrics for a specified domain or URL as of a specific date. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `ahrefsmcp_site_explorer_domain_rating_history` [# ](#ahrefsmcp_site_explorer_domain_rating_history)Retrieve historical domain rating data for a specified domain or URL over a defined date range and grouping interval. 5 params ▾ Retrieve historical domain rating data for a specified domain or URL over a defined date range and grouping interval. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_site_explorer_keywords_history` [# ](#ahrefsmcp_site_explorer_keywords_history)Retrieves historical data on the number of organic keywords a specified website or URL has ranked for, segmented by various search position ranges and grouped by a chosen time interval. 9 params ▾ Retrieves historical data on the number of organic keywords a specified website or URL has ranked for, segmented by various search position ranges and grouped by a chosen time interval. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `select` string optional Comma-separated list of fields to include in the response. `ahrefsmcp_site_explorer_linked_anchors_external` [# ](#ahrefsmcp_site_explorer_linked_anchors_external)Retrieves data about external anchor text (the clickable words in outbound links) used on a specified domain, subdomain, or URL, including metrics like dofollow link counts, distinct linked domains, and other attributes about the links. 9 params ▾ Retrieves data about external anchor text (the clickable words in outbound links) used on a specified domain, subdomain, or URL, including metrics like dofollow link counts, distinct linked domains, and other attributes about the links. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_linked_anchors_internal` [# ](#ahrefsmcp_site_explorer_linked_anchors_internal)Retrieves internal anchor text data for a given website or URL, detailing how anchor texts are used in links between pages on the same site. 9 params ▾ Retrieves internal anchor text data for a given website or URL, detailing how anchor texts are used in links between pages on the same site. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_linked_domains` [# ](#ahrefsmcp_site_explorer_linked_domains)Retrieves information about external domains that are linked from a specified target domain or URL, allowing for filtering, field selection, and various scopes of analysis. 9 params ▾ Retrieves information about external domains that are linked from a specified target domain or URL, allowing for filtering, field selection, and various scopes of analysis. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_metrics` [# ](#ahrefsmcp_site_explorer_metrics)Provides SEO performance metrics for a specified domain, URL, or site section as of a given date, with options to customize search scope, protocol, country, and search volume mode. 7 params ▾ Provides SEO performance metrics for a specified domain, URL, or site section as of a given date, with options to customize search scope, protocol, country, and search volume mode. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `ahrefsmcp_site_explorer_metrics_by_country` [# ](#ahrefsmcp_site_explorer_metrics_by_country)Provides organic and paid search performance metrics for a specified website, broken down by country, for a specific date. 7 params ▾ Provides organic and paid search performance metrics for a specified website, broken down by country, for a specific date. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `select` string optional Comma-separated list of fields to include in the response. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `ahrefsmcp_site_explorer_metrics_history` [# ](#ahrefsmcp_site_explorer_metrics_history)Retrieves historical data on key organic and paid search traffic and cost metrics for a specified domain, URL, or path over a selectable date range and grouping interval. 10 params ▾ Retrieves historical data on key organic and paid search traffic and cost metrics for a specified domain, URL, or path over a selectable date range and grouping interval. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `select` string optional Comma-separated list of fields to include in the response. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `ahrefsmcp_site_explorer_organic_competitors` [# ](#ahrefsmcp_site_explorer_organic_competitors)Retrieves a list of organic search competitors for a specified website or URL, providing comparative SEO metrics such as common keywords, traffic estimations, and domain strength for a chosen country and date. 13 params ▾ Retrieves a list of organic search competitors for a specified website or URL, providing comparative SEO metrics such as common keywords, traffic estimations, and domain strength for a chosen country and date. Name Type Required Description `country` string required Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date` string required Target date for the snapshot (YYYY-MM-DD). `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_organic_keywords` [# ](#ahrefsmcp_site_explorer_organic_keywords)Retrieves detailed organic keyword data for a given domain, URL, or path, including rankings, search intent, SERP features, traffic and CPC metrics, with the ability to filter, sort, and compare metrics across dates and regions. 13 params ▾ Retrieves detailed organic keyword data for a given domain, URL, or path, including rankings, search intent, SERP features, traffic and CPC metrics, with the ability to filter, sort, and compare metrics across dates and regions. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_outlinks_stats` [# ](#ahrefsmcp_site_explorer_outlinks_stats)Retrieves statistical data about the outbound links (outlinks) from a specified URL, domain, or site section. 4 params ▾ Retrieves statistical data about the outbound links (outlinks) from a specified URL, domain, or site section. Name Type Required Description `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `ahrefsmcp_site_explorer_pages_by_backlinks` [# ](#ahrefsmcp_site_explorer_pages_by_backlinks)Returns a list of a site's or URL's best-performing pages, ranked by the number of referring external links, with flexible filtering and sorting options. 10 params ▾ Returns a list of a site's or URL's best-performing pages, ranked by the number of referring external links, with flexible filtering and sorting options. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `history` string optional No description. `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_pages_by_internal_links` [# ](#ahrefsmcp_site_explorer_pages_by_internal_links)Retrieves a site's or page's internal link metrics, allowing analysis of how pages within the given domain or URL are interconnected and which pages receive the most internal links. 9 params ▾ Retrieves a site's or page's internal link metrics, allowing analysis of how pages within the given domain or URL are interconnected and which pages receive the most internal links. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_pages_by_traffic` [# ](#ahrefsmcp_site_explorer_pages_by_traffic)Returns the distribution of pages by estimated organic traffic buckets for a specified domain or URL, across all locations or for a specified country. 6 params ▾ Returns the distribution of pages by estimated organic traffic buckets for a specified domain or URL, across all locations or for a specified country. Name Type Required Description `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `ahrefsmcp_site_explorer_pages_history` [# ](#ahrefsmcp_site_explorer_pages_history)Retrieves historical data about pages from a specified domain, URL, or section of a site, grouped by a chosen time interval. 9 params ▾ Retrieves historical data about pages from a specified domain, URL, or section of a site, grouped by a chosen time interval. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `page_positions` string optional No description. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `ahrefsmcp_site_explorer_paid_pages` [# ](#ahrefsmcp_site_explorer_paid_pages)Returns detailed metrics about pages on a specified site or URL that are ranking in paid search results, including traffic, keyword data, ad presence, and changes over time, with powerful filtering and comparison capabilities. 13 params ▾ Returns detailed metrics about pages on a specified site or URL that are ranking in paid search results, including traffic, keyword data, ad presence, and changes over time, with powerful filtering and comparison capabilities. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_refdomains_history` [# ](#ahrefsmcp_site_explorer_refdomains_history)Provides historical data on referring domains linking to a specified target (domain or URL) over a defined date range, with customizable grouping and analysis scope. 7 params ▾ Provides historical data on referring domains linking to a specified target (domain or URL) over a defined date range, with customizable grouping and analysis scope. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `ahrefsmcp_site_explorer_referring_domains` [# ](#ahrefsmcp_site_explorer_referring_domains)Retrieves detailed information about referring domains that link to a specified target domain or URL, with flexible filtering, selection, and sorting of backlink-related metrics. 10 params ▾ Retrieves detailed information about referring domains that link to a specified target domain or URL, with flexible filtering, selection, and sorting of backlink-related metrics. Name Type Required Description `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `history` string optional No description. `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_top_pages` [# ](#ahrefsmcp_site_explorer_top_pages)Returns a list of the top-performing pages for a specified website or URL, including detailed SEO metrics (such as organic rankings, traffic, top keyword, and changes over time), with support for comparison between two dates and flexible filtering. 13 params ▾ Returns a list of the top-performing pages for a specified website or URL, including detailed SEO metrics (such as organic rankings, traffic, top keyword, and changes over time), with support for comparison between two dates and flexible filtering. Name Type Required Description `date` string required Target date for the snapshot (YYYY-MM-DD). `select` string required Comma-separated list of fields to include in the response. `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_compared` string optional Comparison date for period-over-period analysis (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `timeout` integer optional Request timeout in seconds. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_site_explorer_total_search_volume_history` [# ](#ahrefsmcp_site_explorer_total_search_volume_history)Returns historical totals of search volume for keywords that the specified domain or URL ranks for in the top 10 or top 100 results, across all countries or for a specified country. 10 params ▾ Returns historical totals of search volume for keywords that the specified domain or URL ranks for in the top 10 or top 100 results, across all countries or for a specified country. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `country` string optional Two-letter ISO country code to filter data (e.g. \`us\`, \`gb\`, \`de\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `mode` string optional Scope of analysis: \`exact\`, \`prefix\`, \`domain\`, or \`subdomains\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `protocol` string optional URL protocol to include: \`http\`, \`https\`, or \`both\`. `top_positions` string optional No description. `volume_mode` string optional How to calculate search volume: \`monthly\` or \`average\`. `ahrefsmcp_site_explorer_url_rating_history` [# ](#ahrefsmcp_site_explorer_url_rating_history)Retrieve historical URL rating data for a specified domain or URL over a defined date range, grouped by a chosen time interval. 5 params ▾ Retrieve historical URL rating data for a specified domain or URL over a defined date range, grouped by a chosen time interval. Name Type Required Description `date_from` string required Start date for the data range (YYYY-MM-DD). `target` string required Domain, URL, or path to analyze (e.g. \`ahrefs.com\`). `date_to` string optional End date for the data range (YYYY-MM-DD). `history_grouping` string optional How to group historical data: \`daily\`, \`weekly\`, or \`monthly\`. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_social_media_activity_history` [# ](#ahrefsmcp_social_media_activity_history)Get the activity history log for posts (published, scheduled, failed, etc.). 2 params ▾ Get the activity history log for posts (published, scheduled, failed, etc.). Name Type Required Description `post_id` integer required No description. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_social_media_authors` [# ](#ahrefsmcp_social_media_authors)List users who have created posts in the account. 1 param ▾ List users who have created posts in the account. Name Type Required Description `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_social_media_channel_metrics` [# ](#ahrefsmcp_social_media_channel_metrics)Get historical follower count data for connected channels. 4 params ▾ Get historical follower count data for connected channels. Name Type Required Description `channel_id` string required No description. `date_from` string required Start date for the data range (YYYY-MM-DD). `date_to` string optional End date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_social_media_channels` [# ](#ahrefsmcp_social_media_channels)List social media channels with their connection status and metadata. 1 param ▾ List social media channels with their connection status and metadata. Name Type Required Description `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_social_media_post_metrics` [# ](#ahrefsmcp_social_media_post_metrics)Get engagement metrics (views, likes, etc.) for a specific post. 5 params ▾ Get engagement metrics (views, likes, etc.) for a specific post. Name Type Required Description `channel_id` string required No description. `date_from` string required Start date for the data range (YYYY-MM-DD). `external_post_id` string required No description. `date_to` string optional End date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_social_media_posts` [# ](#ahrefsmcp_social_media_posts)List social media posts with filtering by channel, status, and author. 11 params ▾ List social media posts with filtering by channel, status, and author. Name Type Required Description `status` string required Status filter for the resource. `author_ids` string optional No description. `channel_ids` string optional No description. `date_from` string optional Start date for the data range (YYYY-MM-DD). `date_to` string optional End date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `offset` integer optional Number of results to skip for pagination. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `order_direction` string optional No description. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `search_query` string optional No description. `ahrefsmcp_subscription_info_limits_and_usage` [# ](#ahrefsmcp_subscription_info_limits_and_usage)Retrieves subscription information including limits and usage statistics for API units, workspace quotas, and API key details. This endpoint is free and does not consume any API units. 1 param ▾ Retrieves subscription information including limits and usage statistics for API units, workspace quotas, and API key details. This endpoint is free and does not consume any API units. Name Type Required Description `output` string optional Response format. Use \`json\` (default) or \`csv\`. `ahrefsmcp_web_analytics_browser_versions` [# ](#ahrefsmcp_web_analytics_browser_versions)Returns browser version statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by browser version. 7 params ▾ Returns browser version statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by browser version. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_browser_versions_chart` [# ](#ahrefsmcp_web_analytics_browser_versions_chart)Returns time-series chart data grouped by browser version for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. 7 params ▾ Returns time-series chart data grouped by browser version for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `browser_version_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_browsers` [# ](#ahrefsmcp_web_analytics_browsers)Returns browser statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by browser. 7 params ▾ Returns browser statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by browser. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_browsers_chart` [# ](#ahrefsmcp_web_analytics_browsers_chart)Returns time-series chart data grouped by browser for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. 7 params ▾ Returns time-series chart data grouped by browser for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `browser_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_chart` [# ](#ahrefsmcp_web_analytics_chart)Returns time-series chart data for aggregate statistics of a Web Analytics project, with metrics like pageviews, visitors, visits, bounce rate, and session duration at the specified granularity. 6 params ▾ Returns time-series chart data for aggregate statistics of a Web Analytics project, with metrics like pageviews, visitors, visits, bounce rate, and session duration at the specified granularity. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_cities` [# ](#ahrefsmcp_web_analytics_cities)Returns visitor data grouped by city for a Web Analytics project, showing visitor counts for each location. 7 params ▾ Returns visitor data grouped by city for a Web Analytics project, showing visitor counts for each location. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_cities_chart` [# ](#ahrefsmcp_web_analytics_cities_chart)Returns time-series chart data grouped by city for a Web Analytics project, showing visitor counts over time for each location. 7 params ▾ Returns time-series chart data grouped by city for a Web Analytics project, showing visitor counts over time for each location. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `cities_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_continents` [# ](#ahrefsmcp_web_analytics_continents)Returns visitor data grouped by continent for a Web Analytics project, showing visitor counts for each region. 7 params ▾ Returns visitor data grouped by continent for a Web Analytics project, showing visitor counts for each region. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_continents_chart` [# ](#ahrefsmcp_web_analytics_continents_chart)Returns time-series chart data grouped by continent for a Web Analytics project, showing visitor counts over time for each region. 7 params ▾ Returns time-series chart data grouped by continent for a Web Analytics project, showing visitor counts over time for each region. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `continents_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_countries` [# ](#ahrefsmcp_web_analytics_countries)Returns visitor data grouped by country for a Web Analytics project, showing visitor counts for each location. 7 params ▾ Returns visitor data grouped by country for a Web Analytics project, showing visitor counts for each location. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_countries_chart` [# ](#ahrefsmcp_web_analytics_countries_chart)Returns time-series chart data grouped by country for a Web Analytics project, showing visitor counts over time for each location. 7 params ▾ Returns time-series chart data grouped by country for a Web Analytics project, showing visitor counts over time for each location. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `countries_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_devices` [# ](#ahrefsmcp_web_analytics_devices)Returns device type statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by device type. 7 params ▾ Returns device type statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by device type. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_devices_chart` [# ](#ahrefsmcp_web_analytics_devices_chart)Returns time-series chart data grouped by device type for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. 7 params ▾ Returns time-series chart data grouped by device type for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `devices_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_entry_pages` [# ](#ahrefsmcp_web_analytics_entry_pages)Returns entry page statistics for a Web Analytics project, showing which pages visitors land on first, including visitor counts and entry rates. 7 params ▾ Returns entry page statistics for a Web Analytics project, showing which pages visitors land on first, including visitor counts and entry rates. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_entry_pages_chart` [# ](#ahrefsmcp_web_analytics_entry_pages_chart)Returns time-series chart data for entry pages of a Web Analytics project, showing visitor counts and entry rates over time. 7 params ▾ Returns time-series chart data for entry pages of a Web Analytics project, showing visitor counts and entry rates over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `entry_pages_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_exit_pages` [# ](#ahrefsmcp_web_analytics_exit_pages)Returns exit page statistics for a Web Analytics project, showing which pages visitors leave from, including visitor counts and exit rates. 7 params ▾ Returns exit page statistics for a Web Analytics project, showing which pages visitors leave from, including visitor counts and exit rates. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_exit_pages_chart` [# ](#ahrefsmcp_web_analytics_exit_pages_chart)Returns time-series chart data for exit pages of a Web Analytics project, showing visitor counts and exit rates over time. 7 params ▾ Returns time-series chart data for exit pages of a Web Analytics project, showing visitor counts and exit rates over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `exit_pages_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_languages` [# ](#ahrefsmcp_web_analytics_languages)Returns visitor data grouped by browser language for a Web Analytics project, showing visitor counts for each language. 7 params ▾ Returns visitor data grouped by browser language for a Web Analytics project, showing visitor counts for each language. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_languages_chart` [# ](#ahrefsmcp_web_analytics_languages_chart)Returns time-series chart data grouped by browser language for a Web Analytics project, showing visitor counts over time for each language. 7 params ▾ Returns time-series chart data grouped by browser language for a Web Analytics project, showing visitor counts over time for each language. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `browser_language_to_chart` string optional No description. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_operating_systems` [# ](#ahrefsmcp_web_analytics_operating_systems)Returns operating system statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by OS. 7 params ▾ Returns operating system statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by OS. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_operating_systems_chart` [# ](#ahrefsmcp_web_analytics_operating_systems_chart)Returns time-series chart data grouped by operating system for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. 7 params ▾ Returns time-series chart data grouped by operating system for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `os_to_chart` string optional No description. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_operating_systems_versions` [# ](#ahrefsmcp_web_analytics_operating_systems_versions)Returns OS version statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by OS version. 7 params ▾ Returns OS version statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by OS version. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_operating_systems_versions_chart` [# ](#ahrefsmcp_web_analytics_operating_systems_versions_chart)Returns time-series chart data grouped by OS version for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. 7 params ▾ Returns time-series chart data grouped by OS version for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `os_versions_to_chart` string optional No description. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_referrers` [# ](#ahrefsmcp_web_analytics_referrers)Returns referrer statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by referrer URL. 7 params ▾ Returns referrer statistics for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by referrer URL. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_referrers_chart` [# ](#ahrefsmcp_web_analytics_referrers_chart)Returns time-series chart data grouped by referrer for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. 7 params ▾ Returns time-series chart data grouped by referrer for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `source_referers_to_chart` string optional No description. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_source_channels` [# ](#ahrefsmcp_web_analytics_source_channels)Returns traffic grouped by source channel (e.g., organic, paid, social, direct) for a Web Analytics project, including visitor counts, bounce rates, and session durations. 7 params ▾ Returns traffic grouped by source channel (e.g., organic, paid, social, direct) for a Web Analytics project, including visitor counts, bounce rates, and session durations. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_source_channels_chart` [# ](#ahrefsmcp_web_analytics_source_channels_chart)Returns time-series chart data grouped by source channel (e.g., organic, paid, social, direct) for a Web Analytics project, showing metrics over time. 7 params ▾ Returns time-series chart data grouped by source channel (e.g., organic, paid, social, direct) for a Web Analytics project, showing metrics over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `source_channels_to_chart` string optional No description. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_sources` [# ](#ahrefsmcp_web_analytics_sources)Returns traffic source breakdown for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by referral source. 7 params ▾ Returns traffic source breakdown for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by referral source. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_sources_chart` [# ](#ahrefsmcp_web_analytics_sources_chart)Returns time-series chart data for traffic sources of a Web Analytics project, showing how visitor counts, bounce rates, and session durations change over time for each referral source. 7 params ▾ Returns time-series chart data for traffic sources of a Web Analytics project, showing how visitor counts, bounce rates, and session durations change over time for each referral source. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `sources_to_chart` string optional No description. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_stats` [# ](#ahrefsmcp_web_analytics_stats)Returns aggregate statistics for a Web Analytics project, including total visitors, bounce rate, and average session duration without any dimension grouping. 7 params ▾ Returns aggregate statistics for a Web Analytics project, including total visitors, bounce rate, and average session duration without any dimension grouping. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_top_pages` [# ](#ahrefsmcp_web_analytics_top_pages)Returns the most visited pages for a Web Analytics project, including pageview counts, visitor counts, bounce rates, and average page visit durations. 7 params ▾ Returns the most visited pages for a Web Analytics project, including pageview counts, visitor counts, bounce rates, and average page visit durations. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_top_pages_chart` [# ](#ahrefsmcp_web_analytics_top_pages_chart)Returns time-series chart data for the most visited pages of a Web Analytics project, showing how pageviews, visitors, and other metrics change over time. 7 params ▾ Returns time-series chart data for the most visited pages of a Web Analytics project, showing how pageviews, visitors, and other metrics change over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `pages_to_chart` string optional No description. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_utm_params` [# ](#ahrefsmcp_web_analytics_utm_params)Returns statistics for a specified UTM paramater for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by utm\_source. 8 params ▾ Returns statistics for a specified UTM paramater for a Web Analytics project, showing visitor counts, bounce rates, and session durations grouped by utm\_source. Name Type Required Description `project_id` integer required Numeric ID of the Ahrefs project. `utm_param` string required UTM parameter name to group web analytics by (e.g. \`utm\_campaign\`). `from` string optional Start date for the data range (YYYY-MM-DD). `limit` integer optional Maximum number of results to return. `order_by` string optional Sort order as an array of \`field:asc\` or \`field:desc\` strings. `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `where` string optional Filter expression in Ahrefs API filter syntax. `ahrefsmcp_web_analytics_utm_params_chart` [# ](#ahrefsmcp_web_analytics_utm_params_chart)Returns time-series chart data grouped by a specified UTM param for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. 8 params ▾ Returns time-series chart data grouped by a specified UTM param for a Web Analytics project, showing visitor counts, bounce rates, and session durations over time. Name Type Required Description `granularity` string required Time granularity for aggregation: \`daily\`, \`weekly\`, or \`monthly\`. `project_id` integer required Numeric ID of the Ahrefs project. `utm_param` string required UTM parameter name to group web analytics by (e.g. \`utm\_campaign\`). `from` string optional Start date for the data range (YYYY-MM-DD). `output` string optional Response format. Use \`json\` (default) or \`csv\`. `to` string optional End date for the data range (YYYY-MM-DD). `utm_params_to_chart` string optional No description. `where` string optional Filter expression in Ahrefs API filter syntax. --- # DOCUMENT BOUNDARY --- # Airops MCP connector > Connect to AirOps MCP. Manage brand kits, run AI-powered analytics, track AEO citations, and automate content workflows from your AI agents. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Airops MCP credentials with Scalekit so it can authenticate requests on your behalf. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the AirOps connector so Scalekit can proxy API requests and inject your API key automatically. There is no redirect URI or OAuth flow — authentication uses your AirOps API key. 1. ### Get your AirOps API key * Sign in to [AirOps](https://app.airops.com) and click **Settings** in the bottom-left sidebar. * Select **Workspace** from the settings menu. * Under **API Key**, click the copy icon to copy your key. To rotate the key, click **Regenerate**. ![AirOps workspace settings page showing the Workspace ID and API Key section with a masked key and Regenerate button](/.netlify/images?url=_astro%2Fcreate-api-key.BAOehp_z.png\&w=3024\&h=1714\&dpl=6a3b904fcb23b100084833a2) Keep your API key secret Never expose your AirOps API key in client-side code or public repositories. Regenerating the key immediately revokes the previous one. 2. ### Create a connection in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **AirOps** and click **Create**. * Note the **Connection name** — use this as `connection_name` in your code (e.g., `airopsmcp`). * Click **Save**. 3. ### Add a connected account Connected accounts link a user identifier in your system to an AirOps API key. **Via dashboard (for testing)** * Open the connection and click the **Connected Accounts** tab → **Add account**. * Fill in: * **Your User’s ID** — a unique identifier for this user in your system (e.g., `user_123`) * **API Key** — the AirOps API key you copied in step 1 * Click **Save**. **Via API (for production)** * Node.js ```typescript 1 // Never hard-code API keys — read from secure storage or user input 2 const airopsApiKey = getUserAiropsKey(); // retrieve from your secure store 3 4 await scalekit.actions.upsertConnectedAccount({ 5 connectionName: 'airopsmcp', 6 identifier: 'user_123', 7 credentials: { api_key: airopsApiKey }, 8 }); ``` * Python ```python 1 # Never hard-code API keys — read from secure storage or user input 2 airops_api_key = get_user_airops_key() # retrieve from your secure store 3 4 scalekit_client.actions.upsert_connected_account( 5 connection_name="airopsmcp", 6 identifier="user_123", 7 credentials={"api_key": airops_api_key} 8 ) ``` Production usage In production, call `upsert_connected_account` when a user connects their AirOps account — for example, on a settings page in your app. 4. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'airopsmcp' 12 const identifier = 'user_123' 13 14 // Make your first call 15 const result = await actions.executeTool({ 16 connector, 17 identifier, 18 toolName: 'airopsmcp_list_aeo_page_content_updates', 19 toolInput: {}, 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "airopsmcp" 14 identifier = "user_123" 15 16 # Make your first call 17 result = actions.execute_tool( 18 tool_input={}, 19 tool_name="airopsmcp_list_aeo_page_content_updates", 20 connection_name=connection_name, 21 identifier=identifier, 22 ) 23 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Grid write** — Create or update rows in a grid table * **Update brand kit, track aeo page content** — Update a Brand Kit’s base fields * **Edits suggest brand kit** — Suggest edits to a Brand Kit’s fields without applying them * **Search knowledge base** — Search a Knowledge Base for relevant content using semantic similarity * **Run grid rows** — Trigger execution of one or more grid rows * **Read grid** — Read rows from a grid table ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `airopsmcp_add_grid_column` [# ](#airopsmcp_add_grid_column)Add a new column to a grid table. Use this before write\_grid when you need to write to a column that does not exist yet. 5 params ▾ Add a new column to a grid table. Use this before write\_grid when you need to write to a column that does not exist yet. Name Type Required Description `data_type` string required The data type for the column. `grid_id` integer required The ID of the grid. `grid_table_id` integer required The ID of the grid table (sheet). `title` string required The column title. `position` integer optional Optional column position. If omitted, appended at the end. `airopsmcp_analytics_chart` [# ](#airopsmcp_analytics_chart)Query analytics data and display it as an interactive chart. Returns data with a UI reference for visualization. 14 params ▾ Query analytics data and display it as an interactive chart. Returns data with a UI reference for visualization. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID to query analytics for `metrics` array required Metrics to calculate and display (e.g., citation\_rate, mention\_rate, share\_of\_voice). `chart_type` string optional Type of chart to render. Line for time series, bar for comparisons, pie for proportions, area for comparison and visualizing totals with filled area under the curve. Default: line. `countries` array optional Filter by country codes (ISO 3166-1 alpha-2) `dimensions` array optional Dimensions to group by (max 3). `end_date` string optional End date (YYYY-MM-DD). Defaults to yesterday. Must be before today because today's data may still be processing and is incomplete — yesterday is used to ensure robust, complete data. Leave blank unless a specific date is requested. `grain` string optional Time granularity for aggregation. Default: total `personas` array optional Filter by persona IDs `providers` array optional Filter by AI providers `start_date` string optional Start date (YYYY-MM-DD). Default: 7 days ago `tags` array optional Filter by tag IDs. Returns data only for prompts tagged with any of the given tags. `themes` array optional Filter sentiment data by theme IDs. Only applies to sentiment\_score metric. `title` string optional Optional chart title. If not provided, a title will be auto-generated. `topics` array optional Filter by topic IDs `airopsmcp_create_aeo_prompt` [# ](#airopsmcp_create_aeo_prompt)Create a new AEO prompt for a Brand Kit. Prompts are questions that can be asked about a brand to AI search engines, used to track AI visibility and citations. 6 params ▾ Create a new AEO prompt for a Brand Kit. Prompts are questions that can be asked about a brand to AI search engines, used to track AI visibility and citations. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID to add the prompt to `text` string required The prompt text (max 512 characters). Must be unique within the Brand Kit. `topic_id` integer required Topic ID to associate with the prompt. Must belong to the same Brand Kit. Use \`list\_topics\` to discover available topics and either suggest one or ask the user to choose. `countries` array optional ISO alpha-2 country codes to assign (e.g., \["US", "GB"]). Must be configured on the Brand Kit. `persona_ids` array optional Persona IDs to assign. Must belong to the same Brand Kit. Use \`list\_personas\` to discover available personas. `platforms` array optional Platforms to assign. Valid values: chat\_gpt, gemini, perplexity, google\_ai\_mode, google\_ai\_overview. `airopsmcp_create_brand_kit_direct_upload` [# ](#airopsmcp_create_brand_kit_direct_upload)Initiate a direct file upload for use with Brand Kit visual tools. 5 params ▾ Initiate a direct file upload for use with Brand Kit visual tools. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID this file is intended for `byte_size` integer required Size of the file in bytes `checksum` string required Base64-encoded MD5 digest of the file contents `content_type` string required MIME type of the file `filename` string required The filename including extension, e.g. "logo.png" or "brand-font.woff2" `airopsmcp_create_grid` [# ](#airopsmcp_create_grid)Create a new empty, general-purpose grid with the given name. The grid is created with a single empty sheet (zero rows, zero columns). 2 params ▾ Create a new empty, general-purpose grid with the given name. The grid is created with a single empty sheet (zero rows, zero columns). Name Type Required Description `name` string required The name for the new grid. `workspace_id` integer optional Optional workspace ID. Defaults to the user's only workspace when unambiguous. `airopsmcp_create_grid_sheet` [# ](#airopsmcp_create_grid_sheet)Create a new sheet (grid table) within an existing grid. The sheet is created with zero rows and zero columns. 2 params ▾ Create a new sheet (grid table) within an existing grid. The sheet is created with zero rows and zero columns. Name Type Required Description `grid_id` integer required The ID of the grid to add the sheet to. `name` string required The name for the new sheet. `airopsmcp_create_report` [# ](#airopsmcp_create_report)Create a new analytics report for a Brand Kit. Reports contain one or more modules that visualize metrics like citation\_rate, mention\_rate, share\_of\_voice, etc. 3 params ▾ Create a new analytics report for a Brand Kit. Reports contain one or more modules that visualize metrics like citation\_rate, mention\_rate, share\_of\_voice, etc. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `modules` array required Array of module configurations `name` string required Report name (must be unique per brand kit) `airopsmcp_get_aeo_citation` [# ](#airopsmcp_get_aeo_citation)Get prompts citing a specific URL. The 'id' parameter is the URL to look up. 9 params ▾ Get prompts citing a specific URL. The 'id' parameter is the URL to look up. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `id` string required Resource ID `countries` array optional Filter metrics by country codes `end_date` string optional End date for metrics (ISO 8601). Defaults to today. `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `personas` array optional Filter metrics by persona IDs `providers` array optional Filter metrics by AI providers `start_date` string optional Start date for metrics (ISO 8601). Defaults to 1 month ago. `airopsmcp_get_aeo_page_content_update` [# ](#airopsmcp_get_aeo_page_content_update)Get a specific page content update by ID. Track content updates. 6 params ▾ Get a specific page content update by ID. Track content updates. Name Type Required Description `id` integer required Resource ID `brand_kit_id` integer optional Optional Brand Kit ID to filter content updates by `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `workspace_id` integer optional ID of the workspace to retrieve results from. If not provided, returns results from all workspaces the user belongs to. `airopsmcp_get_answer` [# ](#airopsmcp_get_answer)Get a specific AI answer by ID with full text content. 3 params ▾ Get a specific AI answer by ID with full text content. Name Type Required Description `id` integer required Resource ID `fields` array optional Specify which fields to return in the response, as a list of field names. `includes` array optional Related resources to include in the response, as a list of relationship names. `airopsmcp_get_brand_kit` [# ](#airopsmcp_get_brand_kit)Fetch a Brand Kit's brand identity (writing\_tone, writing\_persona) and associated entities (product lines, audiences, content types, regions, writing rules, cus... 6 params ▾ Fetch a Brand Kit's brand identity (writing\_tone, writing\_persona) and associated entities (product lines, audiences, content types, regions, writing rules, cus... Name Type Required Description `id` integer required Resource ID `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `version` string optional Brand Kit version to read from (\`active\` or \`draft\`). Defaults to \`active\`. `workspace_id` integer optional ID of the workspace to retrieve brand kits from. If not provided, returns brand kits from all workspaces the user belongs to. `airopsmcp_get_grid_row_execution_status` [# ](#airopsmcp_get_grid_row_execution_status)Check the status of grid row executions. Returns the overall status and per-column detail for each execution. 2 params ▾ Check the status of grid row executions. Returns the overall status and per-column detail for each execution. Name Type Required Description `grid_id` integer required The ID of the grid containing the executions. `row_execution_ids` array required IDs of the row executions to check (max 50). `airopsmcp_get_insights_settings` [# ](#airopsmcp_get_insights_settings)Get AEO insights configuration for a Brand Kit, this includes the relevant information to use any AEO and analytics tools. 3 params ▾ Get AEO insights configuration for a Brand Kit, this includes the relevant information to use any AEO and analytics tools. Name Type Required Description `id` integer required Resource ID `fields` array optional Specify which fields to return in the response, as a list of field names. `workspace_id` integer optional ID of the workspace to retrieve results from. If not provided, returns results from all workspaces the user belongs to. `airopsmcp_get_page_details` [# ](#airopsmcp_get_page_details)Get AEO metrics for a specific web page. Page details include citation share, citation rate, unique cited questions count, and Google Search Console metrics (cl... 4 params ▾ Get AEO metrics for a specific web page. Page details include citation share, citation rate, unique cited questions count, and Google Search Console metrics (cl... Name Type Required Description `id` integer required Resource ID `end_date` string optional End date for metrics period (YYYY-MM-DD format). Defaults to current date. `fields` array optional Specify which fields to return in the response, as a list of field names. `start_date` string optional Start date for metrics period (YYYY-MM-DD format). Defaults to 1 month ago. `airopsmcp_get_page_prompts` [# ](#airopsmcp_get_page_prompts)Get prompts citing a specific web page. Returns AI prompts that cite the page along with citation metrics (citation\_rate, mention\_rate) and trends. 13 params ▾ Get prompts citing a specific web page. Returns AI prompts that cite the page along with citation metrics (citation\_rate, mention\_rate) and trends. Name Type Required Description `brand_kit_id` integer required ID of the brand kit `web_page_id` integer required ID of the web page to get citing prompts for `countries` array optional Country codes to filter by (ISO 3166-1 alpha-2 format). `end_date` string optional End date for analysis period (ISO 8601 format, defaults to today) `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `page` integer optional Page number `per_page` integer optional Items per page `personas` array optional Filter by persona IDs `providers` array optional Filter by AI providers (e.g., chat\_gpt, gemini, perplexity, google\_ai\_mode, google\_ai\_overview, claude, grok, microsoft\_copilot) `start_date` string optional Start date for analysis period (ISO 8601 format, defaults to 1 month ago) `topic_ids` array optional Filter by topic IDs `airopsmcp_get_prompt_answers` [# ](#airopsmcp_get_prompt_answers)Get AI answers for a specific prompt/question. Prompt answers are the AI answers for a specific question/prompt asked to multiple AI providers and the answers a... 10 params ▾ Get AI answers for a specific prompt/question. Prompt answers are the AI answers for a specific question/prompt asked to multiple AI providers and the answers a... Name Type Required Description `prompt_id` integer required ID of the question/prompt to get answers for `countries` string optional Country codes to filter by (ISO 3166-1 alpha-2 format). `end_date` string optional End date for analysis period (ISO 8601 format, defaults to today) `fields` array optional Specify which fields to return in the response, as a list of field names. `includes` array optional Related resources to include in the response, as a list of relationship names. `page` integer optional Page number `per_page` integer optional Items per page `personas` string optional Comma-separated persona IDs to filter by.Use "default" for the default persona. `sort` string optional Sort field. Prefix with - for descending. `start_date` string optional Start date for analysis period (ISO 8601 format, defaults to 1 month ago) `airopsmcp_get_report` [# ](#airopsmcp_get_report)Get a specific report by ID with its module configurations. Reports are saved analytics views for a Brand Kit. 5 params ▾ Get a specific report by ID with its module configurations. Reports are saved analytics views for a Brand Kit. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `id` integer required Resource ID `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `airopsmcp_get_sentiment_theme_answers` [# ](#airopsmcp_get_sentiment_theme_answers)Get individual AI answers with sentiment details for a specific theme. Returns answer text, sentiment (positive/neutral/negative), confidence score, and provide... 10 params ▾ Get individual AI answers with sentiment details for a specific theme. Returns answer text, sentiment (positive/neutral/negative), confidence score, and provide... Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `sentiment_theme_id` integer required The sentiment theme ID to drill into. Use query\_analytics with dimensions=\[theme] to discover available theme IDs first. `countries` array optional Filter by country codes (ISO 3166-1 alpha-2) `end_date` string optional End date (YYYY-MM-DD). Defaults to yesterday. Must be before today. `page` integer optional Page number. Default: 1 `per_page` integer optional Results per page (1-50). Default: 10 `personas` array optional Filter by persona IDs `providers` array optional Filter by AI providers `start_date` string optional Start date (YYYY-MM-DD). Default: 30 days ago `topics` array optional Filter by topic IDs `airopsmcp_list_aeo_citations` [# ](#airopsmcp_list_aeo_citations)List citations (URLs) with metrics for a Brand Kit. 11 params ▾ List citations (URLs) with metrics for a Brand Kit. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `countries` array optional Filter metrics by country codes `end_date` string optional End date for metrics (ISO 8601). Defaults to today. `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `personas` array optional Filter metrics by persona IDs `providers` array optional Filter metrics by AI providers `sort` string optional Sort field. Prefix with - for descending. `start_date` string optional Start date for metrics (ISO 8601). Defaults to 1 month ago. `airopsmcp_list_aeo_domains` [# ](#airopsmcp_list_aeo_domains)List domains cited in AI answers for a Brand Kit. Cited domains aggregated by domain with citation metrics. 11 params ▾ List domains cited in AI answers for a Brand Kit. Cited domains aggregated by domain with citation metrics. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `countries` array optional Filter metrics by country codes `end_date` string optional End date for metrics (ISO 8601). Defaults to today. `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `personas` array optional Filter metrics by persona IDs `providers` array optional Filter metrics by AI providers `sort` string optional Sort field. Prefix with - for descending. `start_date` string optional Start date for metrics (ISO 8601). Defaults to 1 month ago. `airopsmcp_list_aeo_page_content_updates` [# ](#airopsmcp_list_aeo_page_content_updates)List page content updates for a workspace. Track content updates. 8 params ▾ List page content updates for a workspace. Track content updates. Name Type Required Description `brand_kit_id` integer optional Optional Brand Kit ID to filter content updates by `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `workspace_id` integer optional ID of the workspace to retrieve results from. If not provided, returns results from all workspaces the user belongs to. `airopsmcp_list_aeo_prompts` [# ](#airopsmcp_list_aeo_prompts)List AEO prompts for a specific Brand Kit. Questions are the AI prompts that can be asked about a brand. 12 params ▾ List AEO prompts for a specific Brand Kit. Questions are the AI prompts that can be asked about a brand. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `countries` array optional Filter metrics by country codes `end_date` string optional End date for metrics (ISO 8601). Defaults to today. `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `page` integer optional Page number `per_page` integer optional Items per page `personas` array optional Filter metrics by persona IDs `providers` array optional Filter metrics by AI providers `sort` string optional Sort field. Prefix with - for descending. `start_date` string optional Start date for metrics (ISO 8601). Defaults to 1 month ago. `airopsmcp_list_brand_kits` [# ](#airopsmcp_list_brand_kits)List all Brand Kits the user has access to. Returns \`brand\_management\_enabled\` and \`aeo\_enabled\` flags for each brand kit. 7 params ▾ List all Brand Kits the user has access to. Returns \`brand\_management\_enabled\` and \`aeo\_enabled\` flags for each brand kit. Name Type Required Description `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `version` string optional Brand Kit version to read from (\`active\` or \`draft\`). Defaults to \`active\`. `workspace_id` integer optional ID of the workspace to retrieve results from. If not provided, returns results from all workspaces the user belongs to. `airopsmcp_list_grids` [# ](#airopsmcp_list_grids)List grids the authenticated user has access to. Use includes=\[\\"grid\_tables.grid\_columns\\"] to get table and column structure needed for read\_grid and write\_gr... 6 params ▾ List grids the authenticated user has access to. Use includes=\[\\"grid\_tables.grid\_columns\\"] to get table and column structure needed for read\_grid and write\_gr... Name Type Required Description `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `airopsmcp_list_knowledge_bases` [# ](#airopsmcp_list_knowledge_bases)List all Knowledge Bases the authenticated user has access to. Knowledge Bases store documents for semantic search. 5 params ▾ List all Knowledge Bases the authenticated user has access to. Knowledge Bases store documents for semantic search. Name Type Required Description `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `airopsmcp_list_pages` [# ](#airopsmcp_list_pages)List web pages with daily metrics (AEO citations, GSC clicks/impressions, GA4 traffic) for a brand kit. 9 params ▾ List web pages with daily metrics (AEO citations, GSC clicks/impressions, GA4 traffic) for a brand kit. Name Type Required Description `brand_kit_id` integer required ID of the brand kit to retrieve web page metrics for `end_date` string optional End date for analysis period (ISO 8601 format, defaults to today) `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `smart_filter` string optional Apply a predefined filter preset. `sort` string optional Sort field. Prefix with - for descending. `start_date` string optional Start date for analysis period (ISO 8601 format, defaults to 1 month ago) `airopsmcp_list_personas` [# ](#airopsmcp_list_personas)List personas for a specific Brand Kit. Personas are the characters that can be used to ask questions about a brand. 6 params ▾ List personas for a specific Brand Kit. Personas are the characters that can be used to ask questions about a brand. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `airopsmcp_list_reports` [# ](#airopsmcp_list_reports)List saved analytics reports for a specific Brand Kit. 7 params ▾ List saved analytics reports for a specific Brand Kit. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `includes` array optional Related resources to include in the response, as a list of relationship names. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `airopsmcp_list_tags` [# ](#airopsmcp_list_tags)List tags for a specific Brand Kit. Tags are user-defined labels applied to prompts within a Brand Kit. 6 params ▾ List tags for a specific Brand Kit. Tags are user-defined labels applied to prompts within a Brand Kit. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `airopsmcp_list_topics` [# ](#airopsmcp_list_topics)List topics for a specific Brand Kit. Topics are the categories of questions that can be asked about a Brand Kit. 6 params ▾ List topics for a specific Brand Kit. Topics are the categories of questions that can be asked about a Brand Kit. Name Type Required Description `brand_kit_id` integer required The ID of the Brand Kit `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `airopsmcp_list_workspaces` [# ](#airopsmcp_list_workspaces)List all workspaces the authenticated user has access to. Workspaces are the top-level container for all resources in the AirOps platform. 5 params ▾ List all workspaces the authenticated user has access to. Workspaces are the top-level container for all resources in the AirOps platform. Name Type Required Description `fields` array optional Specify which fields to return in the response, as a list of field names. `filters` array optional Filter results by column values. Each filter requires column\_id, operator, and value. `page` integer optional Page number `per_page` integer optional Items per page `sort` string optional Sort field. Prefix with - for descending. `airopsmcp_manage_brand_kit_audience` [# ](#airopsmcp_manage_brand_kit_audience)Create or update an audience for a Brand Kit draft. Omit \`id\` to create a new audience; provide \`id\` to update an existing one. 4 params ▾ Create or update an audience for a Brand Kit draft. Omit \`id\` to create a new audience; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `description` string optional Audience description `id` integer optional Audience ID (omit to create new) `name` string optional Audience name (required on create) `airopsmcp_manage_brand_kit_competitor` [# ](#airopsmcp_manage_brand_kit_competitor)Create or update a competitor for a Brand Kit. Omit \`id\` to create a new competitor; provide \`id\` to update an existing one. 5 params ▾ Create or update a competitor for a Brand Kit. Omit \`id\` to create a new competitor; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `domain` string optional Competitor domain (e.g. "example.com") `id` integer optional Competitor ID (omit to create new) `name` string optional Competitor name (required on create) `product_line_ids` array optional Product line IDs to associate (must belong to this brand kit, at least one required) `airopsmcp_manage_brand_kit_content_sample` [# ](#airopsmcp_manage_brand_kit_content_sample)Create or update a content sample for a Brand Kit. Omit \`id\` to create a new content sample; provide \`id\` to update an existing one. 7 params ▾ Create or update a content sample for a Brand Kit. Omit \`id\` to create a new content sample; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `audience_ids` array optional Audience IDs to associate (must belong to this brand kit). Pass \[] to clear. `content` string optional Plain text content for the sample. On create, provide either content or url (not both). `content_type_id` integer optional Content type ID (required on create, must belong to this brand kit) `id` integer optional Content sample ID (omit to create new) `region_ids` array optional Region IDs to associate (must belong to this brand kit). Pass \[] to clear. `url` string optional URL of the content sample. On create, provide either url or content (not both). `airopsmcp_manage_brand_kit_content_type` [# ](#airopsmcp_manage_brand_kit_content_type)Create or update a content type for a Brand Kit. Omit \`id\` to create a new content type; provide \`id\` to update an existing one. 9 params ▾ Create or update a content type for a Brand Kit. Omit \`id\` to create a new content type; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `cta_text` string optional Call-to-action text `cta_url` string optional Call-to-action URL `header_case` string optional Header case style `header_case_custom_value` string optional Custom header case rules (when header\_case is custom) `id` integer optional Content type ID (omit to create new) `name` string optional Content type name (required on create) `sample_url` string optional URL of a content sample (only used on create) `template_outline` string optional Template outline `airopsmcp_manage_brand_kit_custom_variable` [# ](#airopsmcp_manage_brand_kit_custom_variable)Before creating a custom variable, you MUST analyze the user's intent and suggest the appropriate Brand Kit dimension instead. 4 params ▾ Before creating a custom variable, you MUST analyze the user's intent and suggest the appropriate Brand Kit dimension instead. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `id` integer optional Custom variable ID (omit to create new) `name` string optional Custom variable name (required on create) `value` string optional Custom variable value (required on create, editable on update) `airopsmcp_manage_brand_kit_font` [# ](#airopsmcp_manage_brand_kit_font)Create or update a font for a Brand Kit. Omit \`id\` to create a new font; provide \`id\` to update an existing one. 7 params ▾ Create or update a font for a Brand Kit. Omit \`id\` to create a new font; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `file_url` string optional Publicly accessible URL to a font file (TTF, OTF, WOFF, WOFF2, or EOT). Use signed\_id instead if the file was uploaded via create\_brand\_kit\_direct\_upload. Pass null or empty to leave the existing file unchanged. `google_font_link` string optional Google Fonts URL for this font (e.g. https\://fonts.google.com/specimen/Inter). Pass null or empty string to clear. `id` integer optional Font ID (omit to create new) `name` string optional Font name, e.g. "Inter" or "Brand Heading Font" (required on create) `signed_id` string optional Signed blob ID returned by create\_brand\_kit\_direct\_upload after a direct upload. Preferred over file\_url when the user has a local file. Pass null to leave the existing file unchanged. `usage_instructions` string optional Instructions for agents on when and how to use this font. Pass null or empty string to clear. `airopsmcp_manage_brand_kit_logo_size` [# ](#airopsmcp_manage_brand_kit_logo_size)Create or update a logo size for a Brand Kit. Omit \`id\` to create a new logo size; provide \`id\` to update an existing one. 6 params ▾ Create or update a logo size for a Brand Kit. Omit \`id\` to create a new logo size; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `height` integer optional Height in pixels. Pass null to clear. `id` integer optional Logo size ID (omit to create new) `name` string optional Logo size name, e.g. "Web Banner" or "Social Media Square" (required on create) `usage_instructions` string optional Instructions for agents on when and how to use this logo size. Pass null to clear. `width` integer optional Width in pixels. Pass null to clear. `airopsmcp_manage_brand_kit_logo_variant` [# ](#airopsmcp_manage_brand_kit_logo_variant)Create or update a logo variant for a Brand Kit. Omit \`id\` to create a new logo variant; provide \`id\` to update an existing one. 7 params ▾ Create or update a logo variant for a Brand Kit. Omit \`id\` to create a new logo variant; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `background_color` string optional Background color as a hex value (e.g. #ffffff). Pass null to clear. `file_url` string optional Publicly accessible URL to a PNG or SVG image. Use signed\_id instead if the file was uploaded via create\_brand\_kit\_direct\_upload. Pass null to leave the existing file unchanged. `id` integer optional Logo variant ID (omit to create new) `name` string optional Logo variant name, e.g. "Primary Logo" or "Dark Background Logo" (required on create) `signed_id` string optional Signed blob ID returned by create\_brand\_kit\_direct\_upload after a direct upload. Preferred over file\_url when the user has a local file. Pass null to leave the existing file unchanged. `usage_instructions` string optional Instructions for agents on when and how to use this logo, e.g. "Use on dark backgrounds only". Pass null to clear. `airopsmcp_manage_brand_kit_palette` [# ](#airopsmcp_manage_brand_kit_palette)Create or update a color palette for a Brand Kit. Omit \`id\` to create a new palette; provide \`id\` to update an existing one. 3 params ▾ Create or update a color palette for a Brand Kit. Omit \`id\` to create a new palette; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `id` integer optional Palette ID (omit to create new) `name` string optional The palette name, e.g. "Primary" (required on create) `airopsmcp_manage_brand_kit_palette_color` [# ](#airopsmcp_manage_brand_kit_palette_color)Create or update a color within a Brand Kit palette. Omit \`id\` to create a new color; provide \`id\` to update an existing one. 6 params ▾ Create or update a color within a Brand Kit palette. Omit \`id\` to create a new color; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `id` integer optional Color ID (omit to create new) `name` string optional Color name, e.g. "Brand Blue" (required on create) `palette_id` integer optional The palette ID (required on create) `usage_instructions` string optional Instructions for agents on when and how to use this color `value` string optional Hex color value, e.g. "#0055ff" (required on create) `airopsmcp_manage_brand_kit_product_line` [# ](#airopsmcp_manage_brand_kit_product_line)Create or update a product line for a Brand Kit. Omit \`id\` to create a new product line; provide \`id\` to update an existing one. 7 params ▾ Create or update a product line for a Brand Kit. Omit \`id\` to create a new product line; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `details` string optional Product line details `id` integer optional Product line ID (omit to create new) `ideal_customer_profile` string optional Ideal customer profile `name` string optional Product line name (required on create) `positioning` string optional Product positioning `url` string optional Product line URL `airopsmcp_manage_brand_kit_region` [# ](#airopsmcp_manage_brand_kit_region)Create or update a region for a Brand Kit. Omit \`id\` to create a new region; provide \`id\` to update an existing one. 5 params ▾ Create or update a region for a Brand Kit. Omit \`id\` to create a new region; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `description` string optional Region description `icon_name` string optional Flag icon name (e.g. flag-us, flag-gb). Pass empty string or null to clear. `id` integer optional Region ID (omit to create new) `name` string optional Region name (required on create) `airopsmcp_manage_brand_kit_type_size` [# ](#airopsmcp_manage_brand_kit_type_size)Create or update a type size for a Brand Kit. Omit \`id\` to create a new type size; provide \`id\` to update an existing one. 8 params ▾ Create or update a type size for a Brand Kit. Omit \`id\` to create a new type size; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `font_id` integer optional ID of the font this type size belongs to `id` integer optional Type size ID (omit to create new) `line_height` number optional Line height as a decimal multiplier, e.g. 1.5. `name` string optional Type size name, e.g. "H1 Display" or "Body Regular" (required on create) `size` integer optional Font size in pixels. `usage_instructions` string optional Instructions for agents on when and how to use this type size. Pass null or empty string to clear. `weight` integer optional Font weight as an integer (100–900), e.g. 400 or 700. `airopsmcp_manage_brand_kit_usage_rule` [# ](#airopsmcp_manage_brand_kit_usage_rule)Create or update a usage rule for a Brand Kit. Omit \`id\` to create a new usage rule; provide \`id\` to update an existing one. 4 params ▾ Create or update a usage rule for a Brand Kit. Omit \`id\` to create a new usage rule; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `applies_to` string optional What this rule applies to. Required on create; ignored on update. `id` integer optional Usage rule ID (omit to create new) `name` string optional The usage rule text, e.g. "Use only on white backgrounds" (required on create) `airopsmcp_manage_brand_kit_visual_example` [# ](#airopsmcp_manage_brand_kit_visual_example)Create or update a visual example for a Brand Kit's Data Visualization section. Omit \`id\` to create a new visual example; provide \`id\` to update an existing one... 7 params ▾ Create or update a visual example for a Brand Kit's Data Visualization section. Omit \`id\` to create a new visual example; provide \`id\` to update an existing one... Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `file_url` string optional Publicly accessible URL to a PNG, JPG, SVG, GIF, or WebP image. Use signed\_id instead if the file was uploaded via create\_brand\_kit\_direct\_upload. Pass null to leave the existing file unchanged. `id` integer optional Visual example ID (omit to create new) `sample_url` string optional Optional URL to a live sample. Pass null to clear. `signed_id` string optional Signed blob ID returned by create\_brand\_kit\_direct\_upload after a direct upload. Preferred over file\_url when the user has a local file. Pass null to leave the existing file unchanged. `title` string optional Title of the visual example, e.g. "Dashboard Overview" (required on create) `usage_instructions` string optional Instructions for agents on when and how to use this visual example. Pass null to clear. `airopsmcp_manage_brand_kit_writing_rule` [# ](#airopsmcp_manage_brand_kit_writing_rule)Create or update a writing rule for a Brand Kit. Omit \`id\` to create a new rule; provide \`id\` to update an existing one. 6 params ▾ Create or update a writing rule for a Brand Kit. Omit \`id\` to create a new rule; provide \`id\` to update an existing one. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `audience_id` integer optional Audience ID to scope this rule to (mutually exclusive with content\_type\_id and region\_id). Only on create. `content_type_id` integer optional Content type ID to scope this rule to (mutually exclusive with audience\_id and region\_id). Only on create. `id` integer optional Writing rule ID (omit to create new) `region_id` integer optional Region ID to scope this rule to (mutually exclusive with content\_type\_id and audience\_id). Only on create. `text` string optional Writing rule text (required on create) `airopsmcp_publish_brand_kit` [# ](#airopsmcp_publish_brand_kit)Publish a Brand Kit's current draft so changes become active. This promotes the current draft to active and creates a fresh draft from it. 1 param ▾ Publish a Brand Kit's current draft so changes become active. This promotes the current draft to active and creates a fresh draft from it. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID to publish `airopsmcp_query_analytics` [# ](#airopsmcp_query_analytics)Query analytics data for a Brand Kit with flexible metrics, dimensions, and filters. 15 params ▾ Query analytics data for a Brand Kit with flexible metrics, dimensions, and filters. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID to query analytics for `metrics` array required Metrics to calculate and display (e.g., citation\_rate, mention\_rate, share\_of\_voice). `brand_mentioned` string optional Filter by prompt type. Options: category (generic prompts - recommended for accurate visibility metrics), brand (prompts mentioning the brand). Defaults to category if not specified `countries` array optional Filter by country codes (ISO 3166-1 alpha-2) `dimensions` array optional Dimensions to group by (max 3). `end_date` string optional End date (YYYY-MM-DD). Defaults to yesterday. Must be before today because today's data may still be processing and is incomplete — yesterday is used to ensure robust, complete data. Leave blank unless a specific date is requested. `grain` string optional Time granularity for aggregation. Default: total `limit` integer optional Maximum rows to return (1-1000). Default: 100 `order_by` string optional Custom sort order (e.g., "citation\_count DESC") `personas` array optional Filter by persona IDs `providers` array optional Filter by AI providers `start_date` string optional Start date (YYYY-MM-DD). Default: 7 days ago `tags` array optional Filter by tag IDs. Returns data only for prompts tagged with any of the given tags. `themes` array optional Filter sentiment data by theme IDs. Only applies to sentiment\_score metric. `topics` array optional Filter by topic IDs `airopsmcp_read_grid` [# ](#airopsmcp_read_grid)Read rows from a grid table. Returns rows as objects with column titles as keys. 7 params ▾ Read rows from a grid table. Returns rows as objects with column titles as keys. Name Type Required Description `grid_id` integer required The ID of the grid to read from. `grid_table_id` integer required The ID of the grid table (sheet) to read. `column_ids` array optional Optional list of column IDs to include. If omitted, all columns are returned. `filters` array optional Optional filters to apply. `limit` integer optional Number of rows to return (1-100, default 50). `offset` integer optional Row offset for pagination (default: 0). Use with limit to page through results. `truncate` integer optional Maximum number of characters per cell value. 0 means no truncation (default). `airopsmcp_run_grid_rows` [# ](#airopsmcp_run_grid_rows)Trigger execution of one or more grid rows. This runs all workflow (app execution) columns for each specified row in dependency order. 3 params ▾ Trigger execution of one or more grid rows. This runs all workflow (app execution) columns for each specified row in dependency order. Name Type Required Description `grid_id` integer required The ID of the grid containing the rows to execute. `grid_row_ids` array required IDs of the grid rows to execute (max 50). `grid_table_id` integer required The ID of the grid table (sheet) containing the rows. `airopsmcp_search_knowledge_base` [# ](#airopsmcp_search_knowledge_base)Search a Knowledge Base for relevant content using semantic similarity. Use list\_knowledge\_bases() first to find available Knowledge Bases and their IDs. 3 params ▾ Search a Knowledge Base for relevant content using semantic similarity. Use list\_knowledge\_bases() first to find available Knowledge Bases and their IDs. Name Type Required Description `knowledge_base_id` integer required The ID of the Knowledge Base to search. `query` string required The search query. Use natural language to describe what you are looking for. `top_k` integer optional Number of results to return (1-20, default 5). `airopsmcp_suggest_brand_kit_edits` [# ](#airopsmcp_suggest_brand_kit_edits)Suggest edits to a Brand Kit's fields without applying them. Returns a comparison of current vs suggested values for user review. 5 params ▾ Suggest edits to a Brand Kit's fields without applying them. Returns a comparison of current vs suggested values for user review. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID `suggestions` object required Field name to suggested value pairs. Valid fields depend on entity\_type. Use arrays for multi\_select fields (e.g. product\_line\_ids). `entity_type` string optional Which entity to suggest edits for. Defaults to brand\_kit. `id` integer optional Record ID of the existing record to update. Omit to suggest creating a new record. `title` string optional Optional heading to display in the review UI `airopsmcp_track_aeo_page_content_update` [# ](#airopsmcp_track_aeo_page_content_update)Track a page content update (publish/refresh) to correlate future analytics with content changes. 3 params ▾ Track a page content update (publish/refresh) to correlate future analytics with content changes. Name Type Required Description `type` string required The type of content update to track `url` string required The page URL to track (max 512 characters). The URL must belong to a brand\_url or domain configured in one of the workspace's Brand Kits (use get\_insights\_settings to see domains). For example, if the Brand Kit domain is "example.com", URLs like "https\://example.com/blog/post" will match. `workspace_id` integer required The workspace ID to create the content update in `airopsmcp_update_brand_kit` [# ](#airopsmcp_update_brand_kit)Update a Brand Kit's base fields. Only provided fields are changed. 6 params ▾ Update a Brand Kit's base fields. Only provided fields are changed. Name Type Required Description `brand_kit_id` integer required The Brand Kit ID to update `brand_about` string optional Description/overview of the brand `brand_name` string optional Name of the brand `brand_url` string optional URL of the brand website `writing_persona` string optional The persona/voice used in brand writing `writing_tone` string optional The tone of voice for brand content `airopsmcp_write_grid` [# ](#airopsmcp_write_grid)Create or update rows in a grid table. When mode is 'create', rows are added as new rows with column titles as keys. 4 params ▾ Create or update rows in a grid table. When mode is 'create', rows are added as new rows with column titles as keys. Name Type Required Description `grid_id` integer required The ID of the grid to write to. `grid_table_id` integer required The ID of the grid table (sheet) to write to. `mode` string required 'create' to add new rows, 'update' to modify existing rows (requires \_\_id in each row). `rows` array required Array of row objects. Keys are column titles, values are cell values. For update mode, include \_\_id with the row ID. --- # DOCUMENT BOUNDARY --- # Airtable connector > Connect to Airtable. Manage databases, tables, records, and collaborate on structured data 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Airtable credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the Airtable connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. Then complete the configuration in your application as follows: 1. ### Create the Airtable connection in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Search for **Airtable** and click **Create**. ![Search for Airtable and create a new connection](/.netlify/images?url=_astro%2Fcreate-airtable-connection.CXWGcFJh.png\&w=3024\&h=1616\&dpl=6a3b904fcb23b100084833a2) * In the **Configure Airtable Connection** dialog, copy the **Redirect URI**. You will need this when registering your OAuth integration in Airtable. ![Copy the redirect URI from the Configure Airtable Connection dialog](/.netlify/images?url=_astro%2Fconfigure-airtable-connection.B9XkXjqC.png\&w=1538\&h=1614\&dpl=6a3b904fcb23b100084833a2) 2. ### Register an OAuth integration in Airtable * Go to the [Airtable Builder Hub](https://airtable.com/create/oauth) and navigate to **OAuth integrations**. Click **Register an OAuth integration**. ![OAuth integrations page in Airtable Builder Hub](/.netlify/images?url=_astro%2Fairtable-oauth-integrations.D5AczkCo.png\&w=3024\&h=1538\&dpl=6a3b904fcb23b100084833a2) * Fill in your integration details (name, description, and other required fields). * Under **OAuth redirect URLs**, paste the redirect URI you copied from the Scalekit dashboard. 3. ### Get your client credentials * On your OAuth integration page in the Airtable Builder Hub, find the **Developer details** section. * Copy the **Client ID**. * Click **Generate client secret** and copy the secret value immediately. ![Copy Client ID and generate a client secret from Airtable developer details](/.netlify/images?url=_astro%2Fairtable-developer-details.CtaPm7Zf.png\&w=2468\&h=900\&dpl=6a3b904fcb23b100084833a2) 4. ### Add credentials in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** and open the Airtable connection you created. * Enter your credentials: * **Client ID** — from the Airtable developer details * **Client Secret** — the generated secret from Airtable * **Scopes** — select the permissions your app needs (for example, `data.records:read`, `data.records:write`, `schema.bases:read`, `schema.bases:write`, `webhook.manage`). See [Airtable OAuth scopes reference](https://airtable.com/developers/web/api/scopes) for the full list. ![Airtable credentials entered in the Scalekit connection configuration](/.netlify/images?url=_astro%2Fairtable-credentials-filled.I9vyzMa4.png\&w=1534\&h=1618\&dpl=6a3b904fcb23b100084833a2) * Click **Save**. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'airtable' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Airtable:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first API call through the proxy 21 const result = await actions.request({ 22 connectionName: connector, 23 identifier, 24 path: '/v0/meta/whoami', 25 method: 'GET', 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "airtable" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Airtable:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first API call through the proxy 25 result = actions.request( 26 connection_name=connection_name, 27 identifier=identifier, 28 path="/v0/meta/whoami", 29 method="GET", 30 ) 31 print(result) ``` ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'airtable', 3 identifier: 'user_123', 4 path: '/v0/meta/whoami', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='airtable', 3 identifier='user_123', 4 path="/v0/meta/whoami", 5 method="GET", 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'airtable', 3 identifier: 'user_123', 4 toolName: 'airtable_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='airtable', 3 identifier='user_123', 4 tool_name='airtable_list', 5 tool_input={}, 6 ) 7 print(result) ``` --- # DOCUMENT BOUNDARY --- # Apify MCP connector > Connect to Apify MCP to run web scraping, browser automation, and data extraction Actors directly from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Apify MCP credentials with Scalekit so it can authenticate requests on your behalf. You do this once per environment. Dashboard setup steps Register your Apify API token with Scalekit so it can authenticate and proxy Actor requests on behalf of your users. Unlike OAuth connectors, Apify MCP uses API token authentication — there is no redirect URI or OAuth flow. 1. ## Get an Apify API token * Go to [console.apify.com](https://console.apify.com) and sign in or create a free account. * In the left sidebar, click your avatar → **Settings** → **API & Integrations** → **API tokens**. * Click **+ Create new token**. Give it a name (e.g., `Agent Auth`) and click **Create token**. * Copy the token immediately — it will not be shown again. 2. ## Create a connection in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections**. Find **Apify MCP** and click **Create**. * Note the **Connection name** — you will use this as `connection_name` in your code (e.g., `apifymcp`). 3. ## Add a connected account Connected accounts link a specific user identifier in your system to an Apify API token. Add them via the dashboard for testing, or via the Scalekit API in production. **Via dashboard (for testing)** * Open the connection you created and click the **Connected Accounts** tab → **Add account**. * Fill in: * **Your User’s ID** — a unique identifier for this user in your system (e.g., `user_123`) * **Apify Token** — the token you copied in step 1 * Click **Save**. **Via API (for production)** * Node.js ```typescript 1 await scalekit.actions.upsertConnectedAccount({ 2 connectionName: 'apifymcp', 3 identifier: 'user_123', // your user's unique ID 4 credentials: { token: 'apify_api_...' }, 5 }); ``` * Python ```python 1 scalekit_client.actions.upsert_connected_account( 2 connection_name="apifymcp", 3 identifier="user_123", 4 credentials={"token": "apify_api_..."} 5 ) ``` 4. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'apifymcp' 12 const identifier = 'user_123' 13 14 // Make your first call 15 const result = await actions.executeTool({ 16 connector, 17 identifier, 18 toolName: 'apifymcp_search_actors', 19 toolInput: {}, 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "apifymcp" 14 identifier = "user_123" 15 16 # Make your first call 17 result = actions.execute_tool( 18 tool_input={}, 19 tool_name="apifymcp_search_actors", 20 connection_name=connection_name, 21 identifier=identifier, 22 ) 23 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Get key value store record, dataset items, actor run** — Retrieve a record (JSON, text, or binary) from a key-value store by its key * **Run abort actor** — Abort an Actor run that is currently starting or running * **Fetch actor details, apify docs** — Get detailed information about an Actor by its ID or full name (format: ‘username/name’, e.g * **Search actors, apify docs** — Search the Apify Store to FIND and DISCOVER what scraping tools/Actors exist for specific platforms or use cases * **Actor call** — Call any Actor from the Apify Store * **Browser rag web** — Web browser for AI agents and RAG pipelines ## Common workflows [Section titled “Common workflows”](#common-workflows) Tool calling * Use `apifymcp_search_actors` to discover Actors for a specific platform or use case before deciding which to run. * Use `apifymcp_fetch_actor_details` to retrieve an Actor’s input schema before calling it — always pass `output: { inputSchema: true }` to keep the response concise. * Use `apifymcp_call_actor` to run an Actor synchronously, or with `async: true` for long-running tasks. * Use `apifymcp_get_actor_run` to poll the status of an async run, and `apifymcp_get_actor_output` to retrieve results once complete. * Use `apifymcp_rag_web_browser` when you need real-time web content for LLM grounding — it returns clean Markdown from the top search result pages. - Node.js ```typescript 1 const toolResponse = await actions.executeTool({ 2 connector: 'apifymcp', 3 identifier: 'user_123', 4 toolName: 'apifymcp_fetch_actor_details', 5 toolInput: { 6 actor: 'apify/web-scraper', 7 }, 8 }); 9 console.log('Actor details:', toolResponse.data); ``` - Python ```python 1 tool_response = actions.execute_tool( 2 connection_name='apifymcp', 3 identifier='user_123', 4 tool_name='apifymcp_fetch_actor_details', 5 tool_input={ 6 "actor": "apify/web-scraper", 7 }, 8 ) 9 print("Actor details:", tool_response) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `apifymcp_abort_actor_run` [# ](#apifymcp_abort_actor_run)Abort an Actor run that is currently starting or running. Has no effect on runs that are already finished, failed, or timed out. 2 params ▾ Abort an Actor run that is currently starting or running. Has no effect on runs that are already finished, failed, or timed out. Name Type Required Description `runId` string required The ID of the Actor run to abort. `gracefully` boolean optional If true, the Actor run will abort gracefully with a 30-second timeout. `apifymcp_call_actor` [# ](#apifymcp_call_actor)Call any Actor from the Apify Store. By default waits for completion and returns results with a dataset preview. Use async mode to start a run in the background and get a runId immediately. Workflow: 1. Use apifymcp\_fetch\_actor\_details with output: {"inputSchema": true} to get the Actor's exact input schema 2. Call this tool with the actor name and input matching that schema exactly 3. Use apifymcp\_get\_actor\_output with the returned datasetId to fetch full results if needed For MCP server Actors, use format 'actorName:toolName' (e.g. 'apify/actors-mcp-server:fetch-apify-docs'). Use dedicated Actor tools (e.g. apifymcp\_rag\_web\_browser) when available instead of this tool. When NOT to use: - You don't know the Actor's input schema — use apifymcp\_fetch\_actor\_details first 4 params ▾ Call any Actor from the Apify Store. By default waits for completion and returns results with a dataset preview. Use async mode to start a run in the background and get a runId immediately. Workflow: 1. Use apifymcp\_fetch\_actor\_details with output: {"inputSchema": true} to get the Actor's exact input schema 2. Call this tool with the actor name and input matching that schema exactly 3. Use apifymcp\_get\_actor\_output with the returned datasetId to fetch full results if needed For MCP server Actors, use format 'actorName:toolName' (e.g. 'apify/actors-mcp-server:fetch-apify-docs'). Use dedicated Actor tools (e.g. apifymcp\_rag\_web\_browser) when available instead of this tool. When NOT to use: - You don't know the Actor's input schema — use apifymcp\_fetch\_actor\_details first Name Type Required Description `actor` string required Actor ID or full name in 'username/name' format (e.g. 'apify/rag-web-browser'). For MCP server Actors use 'actorName:toolName' format. `input` object required Input JSON to pass to the Actor. Must match the Actor's input schema exactly — use apifymcp\_fetch\_actor\_details with output: {"inputSchema": true} first to get the required fields and types. `callOptions` object optional Optional run configuration options `waitSecs` integer optional Seconds to wait for completion (0–45, default 30). Returns with current run status if not terminal within waitSecs. `apifymcp_fetch_actor_details` [# ](#apifymcp_fetch_actor_details)Get detailed information about an Actor by its ID or full name (format: 'username/name', e.g. 'apify/rag-web-browser'). WARNING: Omitting the 'output' parameter returns ALL fields including the full README, which can be extremely token-heavy. Always pass 'output' with only the fields you need. To get the input schema before calling an Actor, use: {"inputSchema": true}. When to use: - You need an Actor's input schema before calling it — use output: {"inputSchema": true} - User wants details about a specific Actor (pricing, description, README) - You need to list MCP tools provided by an MCP server Actor — use output: {"mcpTools": true} When NOT to use: - You already have the input schema and are ready to run — use apifymcp\_call\_actor directly 2 params ▾ Get detailed information about an Actor by its ID or full name (format: 'username/name', e.g. 'apify/rag-web-browser'). WARNING: Omitting the 'output' parameter returns ALL fields including the full README, which can be extremely token-heavy. Always pass 'output' with only the fields you need. To get the input schema before calling an Actor, use: {"inputSchema": true}. When to use: - You need an Actor's input schema before calling it — use output: {"inputSchema": true} - User wants details about a specific Actor (pricing, description, README) - You need to list MCP tools provided by an MCP server Actor — use output: {"mcpTools": true} When NOT to use: - You already have the input schema and are ready to run — use apifymcp\_call\_actor directly Name Type Required Description `actor` string required Actor ID or full name in 'username/name' format (e.g. 'apify/rag-web-browser') `output` object optional JSON object with boolean flags to control which fields are returned. Always specify this to avoid a large token-heavy response. Set only the fields you need to true. Available fields: description, inputSchema, mcpTools, metadata, outputSchema, pricing, rating, readme, stats. All default to true if omitted (very large response) except mcpTools. Example: {"inputSchema": true} `apifymcp_fetch_apify_docs` [# ](#apifymcp_fetch_apify_docs)Fetch the full content of an Apify or Crawlee documentation page by its URL. Use this after finding a relevant page with apifymcp\_search\_apify\_docs. When to use: - You have a documentation URL and need the complete page content - User asks for detailed documentation on a specific Apify or Crawlee page When NOT to use: - You don't have a URL yet — use apifymcp\_search\_apify\_docs first 1 param ▾ Fetch the full content of an Apify or Crawlee documentation page by its URL. Use this after finding a relevant page with apifymcp\_search\_apify\_docs. When to use: - You have a documentation URL and need the complete page content - User asks for detailed documentation on a specific Apify or Crawlee page When NOT to use: - You don't have a URL yet — use apifymcp\_search\_apify\_docs first Name Type Required Description `url` string required Full URL of the Apify or Crawlee documentation page (e.g. 'https\://docs.apify.com/platform/actors') `apifymcp_get_actor_run` [# ](#apifymcp_get_actor_run)Get detailed information about a specific Actor run by runId. Returns run metadata (status, timestamps), performance stats, and resource IDs (datasetId, keyValueStoreId, requestQueueId). When to use: - You have a runId from apifymcp\_call\_actor (async mode) and want to check its status - User asks about details of a specific run started outside the current conversation When NOT to use: - The run was just started via apifymcp\_call\_actor in sync mode — results are already in the response - You want the output data — use apifymcp\_get\_actor\_output with the datasetId 2 params ▾ Get detailed information about a specific Actor run by runId. Returns run metadata (status, timestamps), performance stats, and resource IDs (datasetId, keyValueStoreId, requestQueueId). When to use: - You have a runId from apifymcp\_call\_actor (async mode) and want to check its status - User asks about details of a specific run started outside the current conversation When NOT to use: - The run was just started via apifymcp\_call\_actor in sync mode — results are already in the response - You want the output data — use apifymcp\_get\_actor\_output with the datasetId Name Type Required Description `runId` string required The ID of the Actor run `waitSecs` integer optional Maximum seconds to wait for the run to reach a terminal state (SUCCEEDED, FAILED, ABORTED, TIMED-OUT). 0 returns immediately with the current status. Cap: 45. Default: 30. `apifymcp_get_dataset_items` [# ](#apifymcp_get_dataset_items)Retrieve items from a dataset with pagination, field selection, and sorting. Use clean=true to skip empty items and hidden fields. Supports dot notation for nested field selection. 8 params ▾ Retrieve items from a dataset with pagination, field selection, and sorting. Use clean=true to skip empty items and hidden fields. Supports dot notation for nested field selection. Name Type Required Description `datasetId` string required Dataset ID or username\~dataset-name. `clean` boolean optional If true, returns only non-empty items and skips hidden fields (those starting with #). `desc` boolean optional If true, returns results in reverse order (newest to oldest). `fields` string optional Comma-separated list of fields to include. Supports dot notation for nested fields, e.g. metadata.url. `flatten` string optional Comma-separated fields to flatten into dot-notation keys. Usually inferred automatically from dot notation in fields. `limit` integer optional Maximum number of items to return. Defaults to 20. `offset` number optional Number of items to skip for pagination. Default is 0. `omit` string optional Comma-separated list of fields to exclude from results. `apifymcp_get_key_value_store_record` [# ](#apifymcp_get_key_value_store_record)Retrieve a record (JSON, text, or binary) from a key-value store by its key. 2 params ▾ Retrieve a record (JSON, text, or binary) from a key-value store by its key. Name Type Required Description `keyValueStoreId` string required Key-value store ID or username\~store-name. `recordKey` string required Key of the record to retrieve. `apifymcp_rag_web_browser` [# ](#apifymcp_rag_web_browser)Web browser for AI agents and RAG pipelines. Queries Google Search, scrapes the top N pages, and returns content as Markdown. Can also scrape a specific URL directly. When to use: - User wants current/immediate data (e.g. 'Get flight prices for tomorrow', 'What's the weather today?') - User needs to fetch specific content now (e.g. 'Fetch news from CNN', 'Get product info from Amazon') - User has time indicators like 'today', 'current', 'latest', 'recent', 'now' When NOT to use: - User needs repeated/scheduled scraping of a specific platform — search for a dedicated Actor using apifymcp\_search\_actors instead 4 params ▾ Web browser for AI agents and RAG pipelines. Queries Google Search, scrapes the top N pages, and returns content as Markdown. Can also scrape a specific URL directly. When to use: - User wants current/immediate data (e.g. 'Get flight prices for tomorrow', 'What's the weather today?') - User needs to fetch specific content now (e.g. 'Fetch news from CNN', 'Get product info from Amazon') - User has time indicators like 'today', 'current', 'latest', 'recent', 'now' When NOT to use: - User needs repeated/scheduled scraping of a specific platform — search for a dedicated Actor using apifymcp\_search\_actors instead Name Type Required Description `query` string required Google Search keywords or a specific URL to scrape. Supports advanced search operators. `maxResults` integer optional Maximum number of top Google Search results to scrape and return. Ignored when query is a direct URL. Higher values increase response time and compute cost significantly — keep low (1-3) for latency-sensitive use cases. Default: 3. `outputFormats` array optional Output formats for the scraped page content. Options: 'markdown', 'text', 'html' (default: \['markdown']) `waitSecs` integer optional Max seconds (0–45, default 30) to cap the wait for the Actor run to reach terminal state. For long-running Actors the response returns at the cap with the current run status; follow \`nextStep\` to poll via get-actor-run. Set to 0 to fire-and-forget. `apifymcp_search_actors` [# ](#apifymcp_search_actors)Search the Apify Store to FIND and DISCOVER what scraping tools/Actors exist for specific platforms or use cases. This tool provides INFORMATION about available Actors — it does NOT retrieve actual data or run any scraping tasks. When to use: - Find what scraping tools exist for a platform (e.g. 'What tools can scrape Instagram?') - Discover available Actors for a use case (e.g. 'Find an Actor for Amazon products') - Browse existing solutions before calling an Actor When NOT to use: - User wants immediate data retrieval — use apifymcp\_rag\_web\_browser instead - You already know the Actor ID — use apifymcp\_fetch\_actor\_details or apifymcp\_call\_actor directly Always do at least two searches: first with broad keywords, then with more specific terms if needed. 3 params ▾ Search the Apify Store to FIND and DISCOVER what scraping tools/Actors exist for specific platforms or use cases. This tool provides INFORMATION about available Actors — it does NOT retrieve actual data or run any scraping tasks. When to use: - Find what scraping tools exist for a platform (e.g. 'What tools can scrape Instagram?') - Discover available Actors for a use case (e.g. 'Find an Actor for Amazon products') - Browse existing solutions before calling an Actor When NOT to use: - User wants immediate data retrieval — use apifymcp\_rag\_web\_browser instead - You already know the Actor ID — use apifymcp\_fetch\_actor\_details or apifymcp\_call\_actor directly Always do at least two searches: first with broad keywords, then with more specific terms if needed. Name Type Required Description `keywords` string optional Space-separated keywords to search Actors in the Apify Store. Use 1-3 simple terms (e.g. 'Instagram posts', 'Amazon products'). Avoid generic terms like 'scraper' or 'crawler'. Omitting keywords or passing an empty string returns popular/general Actors — always provide keywords for relevant results. `limit` integer optional Maximum number of Actors to return (1-100, default: 5) `offset` integer optional Number of results to skip for pagination (default: 0) `apifymcp_search_apify_docs` [# ](#apifymcp_search_apify_docs)Search Apify and Crawlee documentation using full-text search. Use keywords only, not full sentences. Select the documentation source explicitly via docSource. Sources: - 'apify': Platform docs, SDKs (JS, Python), CLI, REST API, Academy, Actor development - 'crawlee-js': Crawlee JavaScript web scraping library - 'crawlee-py': Crawlee Python web scraping library When to use: - User asks how to use Apify APIs, SDK, or platform features - You need to look up Apify or Crawlee documentation When NOT to use: - You already have a documentation URL — use apifymcp\_fetch\_apify\_docs directly 4 params ▾ Search Apify and Crawlee documentation using full-text search. Use keywords only, not full sentences. Select the documentation source explicitly via docSource. Sources: - 'apify': Platform docs, SDKs (JS, Python), CLI, REST API, Academy, Actor development - 'crawlee-js': Crawlee JavaScript web scraping library - 'crawlee-py': Crawlee Python web scraping library When to use: - User asks how to use Apify APIs, SDK, or platform features - You need to look up Apify or Crawlee documentation When NOT to use: - You already have a documentation URL — use apifymcp\_fetch\_apify\_docs directly Name Type Required Description `query` string required Algolia full-text search query using keywords only (e.g. 'standby actor', 'proxy configuration'). Do not use full sentences. `docSource` string optional Documentation source to search. Options: 'apify' (default), 'crawlee-js', 'crawlee-py' `limit` number optional Maximum number of results to return (1-20, default: 5) `offset` number optional Offset for pagination (default: 0) --- # DOCUMENT BOUNDARY --- # Apollo connector > Connect to Apollo.io to search and enrich B2B contacts and accounts, manage CRM contacts, and automate outreach sequences. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Apollo credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the Apollo connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. Note Apollo restricts contact enrichment (`apollo_enrich_contact`), account search (`apollo_search_accounts`), and contact search (`apollo_search_contacts`) to paid plans. Free plan accounts will get an error when calling these tools. 1. ### Create a connection in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **Apollo** and click **Create**. * Click **Use your own credentials** and copy the **Redirect URI**. It looks like: `https:///sso/v1/oauth//callback` | Scope | Required for | | -------------------------- | ------------------------------------ | | `contact_read` | Reading contact details | | `contact_write` | Creating contacts | | `contact_update` | Updating contacts | | `account_read` | Reading account details | | `account_write` | Creating accounts | | `organizations_enrich` | Enriching accounts with Apollo data | | `person_read` | Enriching contacts (paid plans only) | | `emailer_campaigns_search` | Listing email sequences | | `accounts_search` | Searching accounts (paid plans only) | | `contacts_search` | Searching contacts (paid plans only) | Keep this tab open — you’ll return to it in step 3. 2. ### Register an OAuth application in Apollo * Go to [Apollo’s OAuth registration page](https://developer.apollo.io/oauth-registration#/oauth-registration) and sign in with your Apollo account. * Fill in the registration form: * **Application name** — a name to identify your app (e.g., `My Sales Agent`) * **Description** — brief description of what your app does * **Redirect URIs** — paste the redirect URI you copied from Scalekit * Under **Scopes**, select the permissions your agent needs. Use the table below to decide: | Scope | Required for | | -------------------------- | ------------------------------------ | | `contact_read` | Reading contact details | | `contact_write` | Creating contacts | | `contact_update` | Updating contacts | | `account_read` | Reading account details | | `account_write` | Creating accounts | | `organizations_enrich` | Enriching accounts with Apollo data | | `person_read` | Enriching contacts (paid plans only) | | `emailer_campaigns_search` | Listing email sequences | | `accounts_search` | Searching accounts (paid plans only) | | `contacts_search` | Searching contacts (paid plans only) | ![](/.netlify/images?url=_astro%2Fcreate-oauth-app.87W0gk5S.png\&w=1100\&h=720\&dpl=6a3b904fcb23b100084833a2) * Click **Register application**. 3. ### Copy your client credentials After registering, Apollo shows the **Client ID** and **Client Secret** for your application. ![](/.netlify/images?url=_astro%2Fclient-credentials.BT_UsNv8.png\&w=1100\&h=500\&dpl=6a3b904fcb23b100084833a2) Copy both values now. **The Client Secret is shown only once** — you cannot retrieve it again after navigating away. 4. ### Add credentials in Scalekit * Return to [Scalekit dashboard](https://app.scalekit.com) → **AgentKit** > **Connections** and open the connection you created in step 1. * Enter the following: * **Client ID** — from Apollo * **Client Secret** — from Apollo * **Permissions** — the same scopes you selected in Apollo ![Add credentials in Scalekit dashboard](/.netlify/images?url=_astro%2Fadd-credentials.DrJGtI2n.png\&w=1496\&h=480\&dpl=6a3b904fcb23b100084833a2) * Click **Save**. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'apollo' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Apollo:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'apollo_list_sequences', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "apollo" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Apollo:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="apollo_list_sequences", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Create account, contact** — Create a new account (company) record in your Apollo CRM * **List sequences** — List available email sequences (Apollo Sequences / Emailer Campaigns) in your Apollo account * **Update contact** — Update properties or CRM stage of an existing Apollo contact record by contact ID * **Get account, contact** — Retrieve the full profile of a company account from Apollo by its ID * **Contact enrich** — Enrich a contact using Apollo’s people matching engine * **Search contacts, accounts** — Search contacts in your Apollo CRM using filters such as job title, company, and sort order ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'apollo', 3 identifier: 'user_123', 4 path: '/api/v1/contacts/search', 5 method: 'POST', 6 }); 7 console.log(result.data); ``` * Python ```python 1 result = actions.request( 2 connection_name='apollo', 3 identifier='user_123', 4 path="/api/v1/contacts/search", 5 method="POST", 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'apollo', 3 identifier: 'user_123', 4 toolName: 'apollo_create_account', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='apollo', 3 identifier='user_123', 4 tool_name='apollo_create_account', 5 tool_input={}, 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `apollo_create_account` [# ](#apollo_create_account)Create a new account (company) record in your Apollo CRM. Accounts represent organizations and can be linked to contacts. Check for duplicates before creating to avoid double entries. 5 params ▾ Create a new account (company) record in your Apollo CRM. Accounts represent organizations and can be linked to contacts. Check for duplicates before creating to avoid double entries. Name Type Required Description `name` string required Name of the company/account `domain` string optional Website domain of the company `linkedin_url` string optional LinkedIn company page URL `phone_number` string optional Main phone number of the company `raw_address` string optional Physical address of the company `apollo_create_contact` [# ](#apollo_create_contact)Create a new contact record in your Apollo CRM. The contact will appear in your Apollo contacts list and can be enrolled in sequences. Check for duplicates before creating to avoid double entries. 8 params ▾ Create a new contact record in your Apollo CRM. The contact will appear in your Apollo contacts list and can be enrolled in sequences. Check for duplicates before creating to avoid double entries. Name Type Required Description `first_name` string required First name of the contact `last_name` string required Last name of the contact `account_id` string optional Apollo account ID to associate this contact with `email` string optional Email address of the contact `linkedin_url` string optional LinkedIn profile URL of the contact `organization_name` string optional Company name the contact works at `phone` string optional Phone number of the contact `title` string optional Job title of the contact `apollo_enrich_account` [# ](#apollo_enrich_account)Enrich a company/account record with Apollo firmographic data using the company's website domain or name. Returns verified employee count, revenue estimates, industry, tech stack, funding rounds, and social profiles. Consumes Apollo credits per match. 2 params ▾ Enrich a company/account record with Apollo firmographic data using the company's website domain or name. Returns verified employee count, revenue estimates, industry, tech stack, funding rounds, and social profiles. Consumes Apollo credits per match. Name Type Required Description `domain` string optional Website domain of the company to enrich (e.g., acmecorp.com) `name` string optional Company name to enrich (used if domain is not available) `apollo_enrich_contact` [# ](#apollo_enrich_contact)Enrich a contact using Apollo's people matching engine. Provide an email address or name + company to retrieve a verified contact profile. Revealing personal emails or phone numbers consumes additional Apollo credits per successful match. 7 params ▾ Enrich a contact using Apollo's people matching engine. Provide an email address or name + company to retrieve a verified contact profile. Revealing personal emails or phone numbers consumes additional Apollo credits per successful match. Name Type Required Description `email` string optional Work email address of the contact to enrich `first_name` string optional First name of the contact to enrich `last_name` string optional Last name of the contact to enrich `linkedin_url` string optional LinkedIn profile URL for precise matching `organization_name` string optional Company name to assist in matching `reveal_personal_emails` boolean optional Attempt to reveal personal email addresses (consumes extra Apollo credits) `reveal_phone_number` boolean optional Attempt to reveal direct phone numbers (consumes extra Apollo credits) `apollo_get_account` [# ](#apollo_get_account)Retrieve the full profile of a company account from Apollo by its ID. Returns detailed firmographic data including employee count, revenue estimates, industry, tech stack, funding information, and social profiles. 1 param ▾ Retrieve the full profile of a company account from Apollo by its ID. Returns detailed firmographic data including employee count, revenue estimates, industry, tech stack, funding information, and social profiles. Name Type Required Description `account_id` string required The Apollo account (organization) ID to retrieve `apollo_get_contact` [# ](#apollo_get_contact)Retrieve the full profile of a contact from Apollo by their ID. Returns detailed professional information including email, phone, LinkedIn URL, employment history, education, and social profiles. 1 param ▾ Retrieve the full profile of a contact from Apollo by their ID. Returns detailed professional information including email, phone, LinkedIn URL, employment history, education, and social profiles. Name Type Required Description `contact_id` string required The Apollo contact ID to retrieve `apollo_list_sequences` [# ](#apollo_list_sequences)List available email sequences (Apollo Sequences / Emailer Campaigns) in your Apollo account. Supports filtering by name and pagination. Returns sequence ID, name, status, and step count. 3 params ▾ List available email sequences (Apollo Sequences / Emailer Campaigns) in your Apollo account. Supports filtering by name and pagination. Returns sequence ID, name, status, and step count. Name Type Required Description `page` integer optional Page number for pagination (starts at 1) `per_page` integer optional Number of sequences to return per page (max 100) `search` string optional Filter sequences by name (partial match) `apollo_search_accounts` [# ](#apollo_search_accounts)Search Apollo's company database using firmographic filters such as company name, industry, employee count range, revenue range, and location. Returns matching account records with company details. 7 params ▾ Search Apollo's company database using firmographic filters such as company name, industry, employee count range, revenue range, and location. Returns matching account records with company details. Name Type Required Description `company_name` string optional Filter accounts by company name (partial match supported) `employee_ranges` string optional Comma-separated employee count ranges (e.g., 1,10,11,50,51,200) `industry` string optional Filter accounts by industry vertical `keywords` string optional Keyword search across company name, description, and domain `location` string optional Filter accounts by headquarters city, state, or country `page` integer optional Page number for pagination (starts at 1) `per_page` integer optional Number of accounts to return per page (max 100) `apollo_search_contacts` [# ](#apollo_search_contacts)Search contacts in your Apollo CRM using filters such as job title, company, and sort order. Returns matching contact records with professional details. Results are paginated. 8 params ▾ Search contacts in your Apollo CRM using filters such as job title, company, and sort order. Returns matching contact records with professional details. Results are paginated. Name Type Required Description `company_name` string optional Filter contacts by company name `industry` string optional Filter contacts by their company's industry (e.g., Software, Healthcare) `keywords` string optional Full-text keyword search across contact name, title, company, and bio `location` string optional Filter contacts by city, state, or country `page` integer optional Page number for pagination (starts at 1) `per_page` integer optional Number of contacts to return per page (max 100) `seniority` string optional Filter by seniority level (e.g., c\_suite, vp, director, manager, senior, entry) `title` string optional Filter contacts by job title keywords (e.g., VP of Sales) `apollo_update_contact` [# ](#apollo_update_contact)Update properties or CRM stage of an existing Apollo contact record by contact ID. Only the provided fields will be updated; omitted fields remain unchanged. 9 params ▾ Update properties or CRM stage of an existing Apollo contact record by contact ID. Only the provided fields will be updated; omitted fields remain unchanged. Name Type Required Description `contact_id` string required The Apollo contact ID to update `contact_stage_id` string optional Apollo CRM stage ID to move the contact to `email` string optional Updated email address for the contact `first_name` string optional Updated first name `last_name` string optional Updated last name `linkedin_url` string optional Updated LinkedIn profile URL `organization_name` string optional Updated company name `phone` string optional Updated phone number `title` string optional Updated job title --- # DOCUMENT BOUNDARY --- # Asana connector > Connect to Asana. Manage tasks, projects, teams, and workflow automation 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Asana credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the Asana connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. Then complete the configuration in your application as follows: 1. ### Set up auth redirects * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **Asana** and click **Create**. Copy the redirect URI. It looks like `https:///sso/v1/oauth//callback`. ![Copy redirect URI from Scalekit dashboard](/.netlify/images?url=_astro%2Fuse-own-credentials-redirect-uri.LLcFm0Aq.png\&w=960\&h=527\&dpl=6a3b904fcb23b100084833a2) * Go to [Asana Developer Console](https://app.asana.com/-/developer_console) and click **Create new app**. Enter an app name. * In the left menu, go to **OAuth**. Under **Redirect URLs**, click **Add redirect URL**, paste the redirect URI from Scalekit, and click **Add**. ![Add redirect URL in Asana Developer Console](/.netlify/images?url=_astro%2Fadd-redirect-uri.CSQko2oO.png\&w=1440\&h=820\&dpl=6a3b904fcb23b100084833a2) 2. ### Enable multi-workspace install Optional Enable this if you want users outside your Asana workspace to install the app. * In your app settings, go to **OAuth** → **App permissions**. * Under **App install permissions**, enable **Allow users outside your workspace to install this app**. ![Enable multi-workspace install in Asana](/.netlify/images?url=_astro%2Fenable-distribution.EOc2Xq_i.png\&w=2726\&h=1066\&dpl=6a3b904fcb23b100084833a2) 3. ### Get client credentials * In [Asana Developer Console](https://app.asana.com/-/developer_console), select your app. * Under **OAuth**, copy your **Client ID** and **Client Secret**. 4. ### Add credentials in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** and open the connection you created. * Enter your credentials: * Client ID (from above) * Client Secret (from above) * Permissions (scopes — see [Asana OAuth scopes reference](https://developers.asana.com/docs/oauth#scopes)) ![Add credentials in Scalekit dashboard](/.netlify/images?url=_astro%2Fadd-credentials.K4npDEJM.png\&w=1496\&h=480\&dpl=6a3b904fcb23b100084833a2) * Click **Save**. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'asana' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Asana:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'asana_me_get', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "asana" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Asana:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="asana_me_get", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **List workspaces, workspace teams, webhooks** — List all workspaces the authenticated user has access to * **Get workspace, user, team** — Get details of a specific workspace by its GID * **User team remove, team add** — Remove a user from a team * **Update task, tag, section** — Update an existing task’s properties * **Parent task set** — Set or change the parent task of a task * **Tag task remove, task add** — Remove a tag from a task ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'asana', 3 identifier: 'user_123', 4 path: '/api/1.0/users/me', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='asana', 3 identifier='user_123', 4 path="/api/1.0/users/me", 5 method="GET", 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `asana_attachment_delete` [# ](#asana_attachment_delete)Delete an attachment permanently. 1 param ▾ Delete an attachment permanently. Name Type Required Description `attachment_gid` string required GID of the attachment to delete `asana_attachment_get` [# ](#asana_attachment_get)Get details of a specific attachment by its GID. 2 params ▾ Get details of a specific attachment by its GID. Name Type Required Description `attachment_gid` string required GID of the attachment to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_me_get` [# ](#asana_me_get)Get the profile of the authenticated user. 1 param ▾ Get the profile of the authenticated user. Name Type Required Description `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_project_create` [# ](#asana_project_create)Create a new project in a workspace. 10 params ▾ Create a new project in a workspace. Name Type Required Description `name` string required Name of the project `workspace` string required GID of the workspace to create the project in `color` string optional Color of the project `default_view` string optional Default view for the project `due_on` string optional Due date for the project (YYYY-MM-DD) `notes` string optional Free-form text description for the project `opt_fields` string optional Comma-separated list of optional fields to include in response `privacy_setting` string optional Privacy setting for the project `start_on` string optional Start date for the project (YYYY-MM-DD) `team` string optional GID of the team to share the project with `asana_project_delete` [# ](#asana_project_delete)Delete a project permanently. 1 param ▾ Delete a project permanently. Name Type Required Description `project_gid` string required GID of the project to delete `asana_project_duplicate` [# ](#asana_project_duplicate)Create a duplicate of an existing project. 4 params ▾ Create a duplicate of an existing project. Name Type Required Description `name` string required Name for the duplicated project `project_gid` string required GID of the project to duplicate `opt_fields` string optional Comma-separated list of optional fields to include in response `team` string optional GID of the team for the duplicated project `asana_project_get` [# ](#asana_project_get)Get details of a specific project by its GID. 2 params ▾ Get details of a specific project by its GID. Name Type Required Description `project_gid` string required GID of the project to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_project_tasks_list` [# ](#asana_project_tasks_list)List all tasks in a specific project. 2 params ▾ List all tasks in a specific project. Name Type Required Description `project_gid` string required GID of the project to list tasks from `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_project_update` [# ](#asana_project_update)Update an existing project's properties. 10 params ▾ Update an existing project's properties. Name Type Required Description `project_gid` string required GID of the project to update `archived` boolean optional Whether the project is archived `color` string optional Color of the project `default_view` string optional Default view for the project `due_on` string optional Due date for the project (YYYY-MM-DD) `name` string optional New name for the project `notes` string optional Free-form text description for the project `opt_fields` string optional Comma-separated list of optional fields to include in response `privacy_setting` string optional Privacy setting for the project `start_on` string optional Start date for the project (YYYY-MM-DD) `asana_projects_list` [# ](#asana_projects_list)List projects in a workspace or team. 3 params ▾ List projects in a workspace or team. Name Type Required Description `opt_fields` string optional Comma-separated list of optional fields to include in response `team` string optional GID of a team to filter projects by `workspace` string optional GID of the workspace to list projects from `asana_section_add_task` [# ](#asana_section_add_task)Move a task into a specific section within a project. 4 params ▾ Move a task into a specific section within a project. Name Type Required Description `section_gid` string required GID of the section to add the task to `task` string required GID of the task to move into this section `insert_after` string optional Insert the task after this task GID within the section `insert_before` string optional Insert the task before this task GID within the section `asana_section_create` [# ](#asana_section_create)Create a new section in a project. 3 params ▾ Create a new section in a project. Name Type Required Description `name` string required Name of the section `project_gid` string required GID of the project to create a section in `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_section_delete` [# ](#asana_section_delete)Delete a section from a project. 1 param ▾ Delete a section from a project. Name Type Required Description `section_gid` string required GID of the section to delete `asana_section_get` [# ](#asana_section_get)Get details of a specific section by its GID. 2 params ▾ Get details of a specific section by its GID. Name Type Required Description `section_gid` string required GID of the section to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_section_update` [# ](#asana_section_update)Update the name of a section. 3 params ▾ Update the name of a section. Name Type Required Description `name` string required New name for the section `section_gid` string required GID of the section to update `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_sections_list` [# ](#asana_sections_list)List all sections in a project. 2 params ▾ List all sections in a project. Name Type Required Description `project_gid` string required GID of the project to list sections from `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_story_create` [# ](#asana_story_create)Add a comment or story to a task. 3 params ▾ Add a comment or story to a task. Name Type Required Description `task_gid` string required GID of the task to add the comment to `text` string required Text of the comment to add to the task `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_story_get` [# ](#asana_story_get)Get details of a specific story by its GID. 2 params ▾ Get details of a specific story by its GID. Name Type Required Description `story_gid` string required GID of the story to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_subtask_create` [# ](#asana_subtask_create)Create a subtask under an existing task. 6 params ▾ Create a subtask under an existing task. Name Type Required Description `name` string required Name of the subtask `task_gid` string required GID of the parent task `assignee` string optional GID of the user to assign, or 'me' `due_on` string optional Due date for the subtask (YYYY-MM-DD) `notes` string optional Free-form description for the subtask `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_tag_create` [# ](#asana_tag_create)Create a new tag in a workspace. 4 params ▾ Create a new tag in a workspace. Name Type Required Description `name` string required Name of the tag `workspace` string required GID of the workspace to create the tag in `color` string optional Color for the tag `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_tag_delete` [# ](#asana_tag_delete)Delete a tag permanently. 1 param ▾ Delete a tag permanently. Name Type Required Description `tag_gid` string required GID of the tag to delete `asana_tag_get` [# ](#asana_tag_get)Get details of a specific tag by its GID. 2 params ▾ Get details of a specific tag by its GID. Name Type Required Description `tag_gid` string required GID of the tag to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_tag_update` [# ](#asana_tag_update)Update a tag's name or color. 4 params ▾ Update a tag's name or color. Name Type Required Description `tag_gid` string required GID of the tag to update `color` string optional New color for the tag `name` string optional New name for the tag `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_tags_list` [# ](#asana_tags_list)List tags in a workspace. 2 params ▾ List tags in a workspace. Name Type Required Description `opt_fields` string optional Comma-separated list of optional fields to include in response `workspace` string optional GID of the workspace to list tags from `asana_task_add_followers` [# ](#asana_task_add_followers)Add followers to a task. 3 params ▾ Add followers to a task. Name Type Required Description `followers` string required Comma-separated GIDs of users to add as followers `task_gid` string required GID of the task `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_task_add_project` [# ](#asana_task_add_project)Add a task to a project. 5 params ▾ Add a task to a project. Name Type Required Description `project` string required GID of the project to add the task to `task_gid` string required GID of the task to add to a project `insert_after` string optional Insert the task after this task in the project `insert_before` string optional Insert the task before this task in the project `section` string optional GID of a section in the project to place the task `asana_task_add_tag` [# ](#asana_task_add_tag)Add a tag to a task. 2 params ▾ Add a tag to a task. Name Type Required Description `tag` string required GID of the tag to add to the task `task_gid` string required GID of the task `asana_task_create` [# ](#asana_task_create)Create a new task in Asana. 9 params ▾ Create a new task in Asana. Name Type Required Description `name` string required Name of the task `assignee` string optional GID of the user to assign, or 'me' `due_on` string optional Due date for the task (YYYY-MM-DD) `followers` string optional Comma-separated GIDs of users to follow the task `notes` string optional Free-form text description of the task `opt_fields` string optional Comma-separated list of optional fields to include in response `projects` string optional Comma-separated GIDs of projects to add the task to `start_on` string optional Start date for the task (YYYY-MM-DD) `workspace` string optional GID of the workspace to create the task in (required if no project) `asana_task_delete` [# ](#asana_task_delete)Delete a task permanently. 1 param ▾ Delete a task permanently. Name Type Required Description `task_gid` string required GID of the task to delete `asana_task_duplicate` [# ](#asana_task_duplicate)Create a duplicate of an existing task. 4 params ▾ Create a duplicate of an existing task. Name Type Required Description `name` string required Name for the duplicated task `task_gid` string required GID of the task to duplicate `include` string optional Comma-separated list of fields to copy (assignee, attachments, dates, dependencies, notes, projects, subtasks, tags) `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_task_get` [# ](#asana_task_get)Get details of a specific task by its GID. 2 params ▾ Get details of a specific task by its GID. Name Type Required Description `task_gid` string required GID of the task to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_task_remove_followers` [# ](#asana_task_remove_followers)Remove followers from a task. 3 params ▾ Remove followers from a task. Name Type Required Description `followers` string required Comma-separated GIDs of users to remove as followers `task_gid` string required GID of the task `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_task_remove_project` [# ](#asana_task_remove_project)Remove a task from a project. 2 params ▾ Remove a task from a project. Name Type Required Description `project` string required GID of the project to remove the task from `task_gid` string required GID of the task to remove from a project `asana_task_remove_tag` [# ](#asana_task_remove_tag)Remove a tag from a task. 2 params ▾ Remove a tag from a task. Name Type Required Description `tag` string required GID of the tag to remove from the task `task_gid` string required GID of the task `asana_task_set_parent` [# ](#asana_task_set_parent)Set or change the parent task of a task. 5 params ▾ Set or change the parent task of a task. Name Type Required Description `parent` string required GID of the new parent task. Use null to make it a top-level task. `task_gid` string required GID of the task to set parent for `insert_after` string optional A subtask GID to insert this task after in the parent `insert_before` string optional A subtask GID to insert this task before in the parent `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_task_stories_list` [# ](#asana_task_stories_list)List stories (comments and activity) on a task. 2 params ▾ List stories (comments and activity) on a task. Name Type Required Description `task_gid` string required GID of the task to list stories from `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_task_subtasks_list` [# ](#asana_task_subtasks_list)List all subtasks of a task. 2 params ▾ List all subtasks of a task. Name Type Required Description `task_gid` string required GID of the parent task `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_task_update` [# ](#asana_task_update)Update an existing task's properties. 8 params ▾ Update an existing task's properties. Name Type Required Description `task_gid` string required GID of the task to update `assignee` string optional GID of the user to assign, or 'me', or null to unassign `completed` boolean optional Mark the task as complete or incomplete `due_on` string optional Due date for the task (YYYY-MM-DD) `name` string optional New name for the task `notes` string optional Updated description for the task `opt_fields` string optional Comma-separated list of optional fields to include in response `start_on` string optional Start date for the task (YYYY-MM-DD) `asana_tasks_list` [# ](#asana_tasks_list)List tasks filtered by project, section, assignee, or workspace. 6 params ▾ List tasks filtered by project, section, assignee, or workspace. Name Type Required Description `assignee` string optional GID or 'me' to filter tasks by assignee `completed_since` string optional Only return tasks completed after this date-time (ISO 8601) `opt_fields` string optional Comma-separated list of optional fields to include in response `project` string optional GID of a project to filter tasks by `section` string optional GID of a section to filter tasks by `workspace` string optional GID of the workspace (required if assignee is set without project) `asana_team_add_user` [# ](#asana_team_add_user)Add a user to a team. 3 params ▾ Add a user to a team. Name Type Required Description `team_gid` string required GID of the team `user` string required GID of the user to add to the team `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_team_get` [# ](#asana_team_get)Get details of a specific team by its GID. 2 params ▾ Get details of a specific team by its GID. Name Type Required Description `team_gid` string required GID of the team to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_team_remove_user` [# ](#asana_team_remove_user)Remove a user from a team. 2 params ▾ Remove a user from a team. Name Type Required Description `team_gid` string required GID of the team `user` string required GID of the user to remove from the team `asana_user_get` [# ](#asana_user_get)Get the profile of a specific user by GID. 2 params ▾ Get the profile of a specific user by GID. Name Type Required Description `user_gid` string required GID of the user. Use 'me' for the authenticated user. `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_users_list` [# ](#asana_users_list)List users in a workspace. 2 params ▾ List users in a workspace. Name Type Required Description `workspace_gid` string required GID of the workspace to list users from `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_webhooks_list` [# ](#asana_webhooks_list)List all webhooks for a workspace. 3 params ▾ List all webhooks for a workspace. Name Type Required Description `workspace` string required GID of the workspace to list webhooks for `opt_fields` string optional Comma-separated list of optional fields to include in response `resource` string optional GID of a resource to filter webhooks by `asana_workspace_get` [# ](#asana_workspace_get)Get details of a specific workspace by its GID. 2 params ▾ Get details of a specific workspace by its GID. Name Type Required Description `workspace_gid` string required GID of the workspace to retrieve `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_workspace_teams_list` [# ](#asana_workspace_teams_list)List all teams in a workspace. 2 params ▾ List all teams in a workspace. Name Type Required Description `workspace_gid` string required GID of the workspace `opt_fields` string optional Comma-separated list of optional fields to include in response `asana_workspaces_list` [# ](#asana_workspaces_list)List all workspaces the authenticated user has access to. 1 param ▾ List all workspaces the authenticated user has access to. Name Type Required Description `opt_fields` string optional Comma-separated list of optional fields to include in response --- # DOCUMENT BOUNDARY --- # Atlassian Rovo MCP connector > Connect to Atlassian Rovo MCP server to manage Jira issues, Confluence pages, and Compass components directly from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Atlassian Rovo MCP credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Atlassian Rovo MCP uses Dynamic Client Registration (DCR) — no client ID or secret is needed. The only step is registering your Scalekit redirect URI as an allowed domain in Atlassian Administration. 1. ### Copy the redirect URI from Scalekit In the [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **Atlassian Rovo MCP** and click **Create**. Copy the redirect URI — it looks like `https:///sso/v1/oauth//callback`. ![Copy redirect URI from Scalekit dashboard for Atlassian Rovo MCP](/.netlify/images?url=_astro%2Fcopy-redirect-uri.xdtnfOTv.png\&w=3024\&h=1164\&dpl=6a3b904fcb23b100084833a2) 2. ### Open the Rovo MCP server settings in Atlassian * Go to [admin.atlassian.com](https://admin.atlassian.com) and select your organisation. * In the left sidebar, expand **Rovo** and click **Rovo access**. * Click **Rovo MCP server** in the submenu. * Select the **Domains** tab at the top of the page. Admin access required You must be an Atlassian organisation admin to access these settings. If you don’t see **Rovo** in the sidebar, your organisation may not have Rovo enabled. 3. ### Add the redirect URI as a domain * Under **Your domains**, click **Add domain**. ![Your domains section in Atlassian Rovo MCP server administration](/.netlify/images?url=_astro%2Fadd-domain-redirect-uri.CxEygnqh.png\&w=3024\&h=1164\&dpl=6a3b904fcb23b100084833a2) * In the **Add domain** dialog, paste the redirect URI from Scalekit into the **Domain** field. * Accept the terms and click **Add**. ![Add domain dialog in Atlassian Rovo MCP server](/.netlify/images?url=_astro%2Fadd-domain-modal.BZI57qH2.png\&w=3024\&h=1314\&dpl=6a3b904fcb23b100084833a2) Once added, Scalekit automatically registers the OAuth client via DCR and handles token management for every user who authorizes the connection — no further configuration needed. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'atlassianmcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Atlassian Rovo MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'atlassianmcp_fetch', 25 toolInput: { id: 'https://example.com/id' }, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "atlassianmcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Atlassian Rovo MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={"id":"https://example.com/id"}, 27 tool_name="atlassianmcp_fetch", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Manage Jira issues** — create, edit, transition, comment on, and link issues; add worklogs * **Search with JQL** — query issues using Jira Query Language with full field and filter support * **Work with Confluence** — create, update, and retrieve pages; add footer and inline comments * **Manage Compass components** — create, get, and search services, libraries, and applications; define custom fields and relationships * **Look up users and resources** — resolve Atlassian account IDs, list accessible cloud sites, and find project metadata * **Fetch Atlassian content** — retrieve any Atlassian object by its ARI or URL (e.g. a Jira issue or Confluence page URL) ## Common workflows [Section titled “Common workflows”](#common-workflows) ### Get your cloud ID Most Atlassian Rovo MCP tools require a `cloudId` — the UUID that identifies your Atlassian cloud site. Call `atlassianmcp_getaccessibleatlassianresources` once to retrieve it, then pass the `id` field value in every subsequent tool call. Call this tool first Run `atlassianmcp_getaccessibleatlassianresources` before calling any Jira or Confluence tool. The response lists every Atlassian site the user has access to. Use the `id` field as `cloudId`. * Node.js ```typescript 1 // Step 1 — get the cloud ID 2 const resources = await actions.executeTool({ 3 connectionName: 'atlassianmcp', 4 identifier: 'user_123', 5 toolName: 'atlassianmcp_getaccessibleatlassianresources', 6 toolInput: {}, 7 }); 8 const cloudId = resources[0].id; 9 10 // Step 2 — use cloudId in subsequent calls 11 const issue = await actions.executeTool({ 12 connectionName: 'atlassianmcp', 13 identifier: 'user_123', 14 toolName: 'atlassianmcp_getjiraissue', 15 toolInput: { 16 cloudId, 17 issueIdOrKey: 'KAN-1', 18 }, 19 }); 20 console.log(issue); ``` * Python ```python 1 # Step 1 — get the cloud ID 2 resources = actions.execute_tool( 3 connection_name="atlassianmcp", 4 identifier="user_123", 5 tool_name="atlassianmcp_getaccessibleatlassianresources", 6 tool_input={}, 7 ) 8 cloud_id = resources[0]["id"] 9 10 # Step 2 — use cloud_id in subsequent calls 11 issue = actions.execute_tool( 12 connection_name="atlassianmcp", 13 identifier="user_123", 14 tool_name="atlassianmcp_getjiraissue", 15 tool_input={ 16 "cloudId": cloud_id, 17 "issueIdOrKey": "KAN-1", 18 }, 19 ) 20 print(issue) ``` The `atlassianmcp_getaccessibleatlassianresources` response looks like this: ```json 1 [ 2 { 3 "id": "a4c9b3e2-1234-5678-abcd-ef0123456789", 4 "name": "My Company", 5 "url": "https://mycompany.atlassian.net", 6 "scopes": ["read:jira-work", "write:jira-work", "read:confluence-content.all"] 7 } 8 ] ``` Use `id` as the `cloudId` parameter. If the user belongs to multiple Atlassian sites, the list contains one entry per site — pick the one matching the target `url`. ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `atlassianmcp_addcommenttojiraissue` [# ](#atlassianmcp_addcommenttojiraissue)Add a comment to an existing Jira issue. 6 params ▾ Add a comment to an existing Jira issue. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `commentBody` string required The text content of the comment to add. `issueIdOrKey` string required The Jira issue ID (e.g. 10001) or key (e.g. KAN-1). `commentVisibility` object optional Restrict comment visibility as JSON (e.g. {"type": "role", "value": "Dev Team"}). `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `responseContentFormat` string optional Format to return content in — markdown (default) or adf. `atlassianmcp_addworklogtojiraissue` [# ](#atlassianmcp_addworklogtojiraissue)Log time spent on a Jira issue by adding a worklog entry. 8 params ▾ Log time spent on a Jira issue by adding a worklog entry. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `issueIdOrKey` string required The Jira issue ID (e.g. 10001) or key (e.g. KAN-1). `timeSpent` string required Time spent on the issue, in Jira duration format (e.g. 1h, 2h 30m, 1d). `commentBody` string optional The text content of the comment to add. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `started` string optional The date and time the work started, in ISO 8601 format (e.g. 2026-05-15T10:00:00.000+0000). `visibility` object optional Restrict worklog visibility as JSON (e.g. {"type": "role", "value": "Dev Team"}). `worklogId` string optional The ID of an existing worklog entry to update. `atlassianmcp_atlassianuserinfo` [# ](#atlassianmcp_atlassianuserinfo)Retrieve the profile information for the currently authenticated Atlassian user. 0 params ▾ Retrieve the profile information for the currently authenticated Atlassian user. `atlassianmcp_createcompasscomponent` [# ](#atlassianmcp_createcompasscomponent)Create a new component in Atlassian Compass (e.g. a service, library, or application). 6 params ▾ Create a new component in Atlassian Compass (e.g. a service, library, or application). Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `name` string required Name of the Compass component. `typeId` string required Type ID of the Compass component (e.g. SERVICE, LIBRARY, APPLICATION). `description` string optional The full description of the Jira issue. `labels` array optional List of space labels to filter by. `ownerId` string optional Atlassian account ID of the component owner. `atlassianmcp_createcompasscomponentrelationship` [# ](#atlassianmcp_createcompasscomponentrelationship)Create a dependency or relationship between two Compass components. 4 params ▾ Create a dependency or relationship between two Compass components. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `fromComponentId` string required The ID of the source Compass component in the relationship. `relationshipType` string required The type of relationship between components (e.g. DEPENDS\_ON). `toComponentId` string required The ID of the target Compass component in the relationship. `atlassianmcp_createcompasscustomfielddefinition` [# ](#atlassianmcp_createcompasscustomfielddefinition)Define a new custom field for Compass components in your workspace. 2 params ▾ Define a new custom field for Compass components in your workspace. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `input` object required Custom field definition as JSON (fields: name, type, description). `atlassianmcp_createconfluencefootercomment` [# ](#atlassianmcp_createconfluencefootercomment)Add a footer comment to a Confluence page, blog post, or other content. 8 params ▾ Add a footer comment to a Confluence page, blog post, or other content. Name Type Required Description `body` string required The body content of the Confluence page or comment, in the format specified by contentFormat. `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `attachmentId` string optional The ID of the attachment to comment on. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `customContentId` string optional The ID of the custom content to comment on. `pageId` string optional The numeric ID of the Confluence page. Use getConfluenceSpaces or search to find page IDs. `parentCommentId` string optional Optional ID of the parent comment, for creating a reply. `atlassianmcp_createconfluenceinlinecomment` [# ](#atlassianmcp_createconfluenceinlinecomment)Add an inline comment anchored to selected text on a Confluence page. 7 params ▾ Add an inline comment anchored to selected text on a Confluence page. Name Type Required Description `body` string required The body content of the Confluence page or comment, in the format specified by contentFormat. `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `inlineCommentProperties` object optional Inline comment anchor as JSON: {"textSelection": "\", "textSelectionMatchCount": N, "textSelectionMatchIndex": N}. `pageId` string optional The numeric ID of the Confluence page. Use getConfluenceSpaces or search to find page IDs. `parentCommentId` string optional Optional ID of the parent comment, for creating a reply. `atlassianmcp_createconfluencepage` [# ](#atlassianmcp_createconfluencepage)Create a new Confluence page in a space, optionally nested under a parent page. 10 params ▾ Create a new Confluence page in a space, optionally nested under a parent page. Name Type Required Description `body` string required The body content of the Confluence page or comment, in the format specified by contentFormat. `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `spaceId` string required The numeric ID of the Confluence space. Use getConfluenceSpaces to list available spaces. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `isPrivate` boolean optional Set to true to create the page as private (only visible to the creator). `parentId` string optional The ID of the parent page under which to create or move this page. `status` string optional Filter by content status (e.g. current, archived, trashed). `subtype` string optional Confluence page subtype (e.g. live for live pages). `title` string optional The title of the Confluence page. `atlassianmcp_createissuelink` [# ](#atlassianmcp_createissuelink)Link two Jira issues together with a relationship type (e.g. Relates, Blocks, Duplicate). 6 params ▾ Link two Jira issues together with a relationship type (e.g. Relates, Blocks, Duplicate). Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `inwardIssue` string required The key of the inward issue in the link (e.g. KAN-1). `outwardIssue` string required The key of the outward issue in the link (e.g. KAN-2). `type` string required Space type filter (e.g. global or personal). `comment` string optional An optional comment to attach to the issue link. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `atlassianmcp_createjiraissue` [# ](#atlassianmcp_createjiraissue)Create a new Jira issue in a project with the specified summary, type, and optional fields. 11 params ▾ Create a new Jira issue in a project with the specified summary, type, and optional fields. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `issueTypeName` string required The name of the Jira issue type (e.g. Task, Story, Bug, Epic). `projectKey` string required The Jira project key (e.g. KAN). Use getVisibleJiraProjects to list available projects. `summary` string required A short summary of the Jira issue (the issue title). `additional_fields` object optional Additional Jira fields to set on creation, as a JSON object (e.g. priority, labels). `assignee_account_id` string optional Atlassian account ID of the user to assign. Use lookupJiraAccountId to find account IDs. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `description` string optional The full description of the Jira issue. `parent` string optional The parent issue key (e.g. KAN-1) for creating subtasks or child issues. `responseContentFormat` string optional Format to return content in — markdown (default) or adf. `transition` object optional The transition to perform, as JSON: {"id": "\"}. Use getTransitionsForJiraIssue to list valid transitions. `atlassianmcp_editjiraissue` [# ](#atlassianmcp_editjiraissue)Update fields on an existing Jira issue, such as summary, priority, or description. 5 params ▾ Update fields on an existing Jira issue, such as summary, priority, or description. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `fields` object required Fields to update as a JSON object, e.g. {"summary": "New title", "priority": {"name": "High"}}. `issueIdOrKey` string required The Jira issue ID (e.g. 10001) or key (e.g. KAN-1). `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `responseContentFormat` string optional Format to return content in — markdown (default) or adf. `atlassianmcp_fetch` [# ](#atlassianmcp_fetch)Fetch details about any Atlassian object by its ARI (Atlassian Resource Identifier) or URL. 2 params ▾ Fetch details about any Atlassian object by its ARI (Atlassian Resource Identifier) or URL. Name Type Required Description `id` string required An ARI or URL identifying the object (e.g. ari:cloud:jira:...:issue/10059 or https\://site.atlassian.net/browse/KAN-1). `cloudId` string optional The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `atlassianmcp_getaccessibleatlassianresources` [# ](#atlassianmcp_getaccessibleatlassianresources)List all Atlassian cloud sites accessible to the authenticated user, including their cloud IDs. 0 params ▾ List all Atlassian cloud sites accessible to the authenticated user, including their cloud IDs. `atlassianmcp_getcompasscomponent` [# ](#atlassianmcp_getcompasscomponent)Retrieve details of a specific Compass component by its ID. 5 params ▾ Retrieve details of a specific Compass component by its ID. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `componentId` string required The ID of the component to get `includeCustomFieldsInResponse` boolean optional Set to true to include custom field values in the component response. `includeRelatedComponentsAndDependenciesInResponse` boolean optional Set to true to include related components and dependencies. `includeRelatedLinksInResponse` boolean optional Set to true to include related links in the component response. `atlassianmcp_getcompasscomponents` [# ](#atlassianmcp_getcompasscomponents)Search and list Compass components in a workspace, with optional filters. 5 params ▾ Search and list Compass components in a workspace, with optional filters. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `after` string optional Cursor for fetching the next page of results. `filters` object optional Filter criteria for Compass components as JSON (e.g. {"typeIds": \["SERVICE"]}). `maxResults` number optional Maximum number of results to return per page. `query` string optional Search query to find Atlassian content across Jira and Confluence. `atlassianmcp_getcompasscustomfielddefinitions` [# ](#atlassianmcp_getcompasscustomfielddefinitions)List all custom field definitions configured in a Compass workspace. 1 param ▾ List all custom field definitions configured in a Compass workspace. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `atlassianmcp_getconfluencecommentchildren` [# ](#atlassianmcp_getconfluencecommentchildren)Retrieve replies to a specific Confluence comment. 7 params ▾ Retrieve replies to a specific Confluence comment. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `commentId` string required The ID of the Confluence comment to retrieve children for. `commentType` string required Type of comment to retrieve children for: footer or inline. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `cursor` string optional Cursor string for paginating through results. `limit` number optional Maximum number of items to return. `sort` string optional Sort order for results (e.g. created-date, -modified, title). `atlassianmcp_getconfluencepage` [# ](#atlassianmcp_getconfluencepage)Retrieve the content and metadata of a specific Confluence page by its ID. 4 params ▾ Retrieve the content and metadata of a specific Confluence page by its ID. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `pageId` string required The numeric ID of the Confluence page. Use getConfluenceSpaces or search to find page IDs. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `atlassianmcp_getconfluencepagedescendants` [# ](#atlassianmcp_getconfluencepagedescendants)List all pages nested under a Confluence page, up to a specified depth. 5 params ▾ List all pages nested under a Confluence page, up to a specified depth. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `pageId` string required The numeric ID of the Confluence page. Use getConfluenceSpaces or search to find page IDs. `cursor` string optional Cursor string for paginating through results. `depth` number optional How deep to fetch descendants — all for the full tree or 1 for direct children only. `limit` number optional Maximum number of items to return. `atlassianmcp_getconfluencepagefootercomments` [# ](#atlassianmcp_getconfluencepagefootercomments)List footer comments on a Confluence page, optionally including replies. 10 params ▾ List footer comments on a Confluence page, optionally including replies. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `pageId` string required The numeric ID of the Confluence page. Use getConfluenceSpaces or search to find page IDs. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `cursor` string optional Cursor string for paginating through results. `includeReplies` boolean optional Whether to include comment replies in the response (true or false). `limit` number optional Maximum number of items to return. `repliesPerComment` integer optional Maximum number of replies to include per comment. `sort` string optional Sort order for results (e.g. created-date, -modified, title). `status` string optional Filter by content status (e.g. current, archived, trashed). `atlassianmcp_getconfluencepageinlinecomments` [# ](#atlassianmcp_getconfluencepageinlinecomments)List inline comments on a Confluence page, optionally filtered by resolution status. 11 params ▾ List inline comments on a Confluence page, optionally filtered by resolution status. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `pageId` string required The numeric ID of the Confluence page. Use getConfluenceSpaces or search to find page IDs. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `cursor` string optional Cursor string for paginating through results. `includeReplies` boolean optional Whether to include comment replies in the response (true or false). `limit` number optional Maximum number of items to return. `repliesPerComment` integer optional Maximum number of replies to include per comment. `resolutionStatus` string optional Filter inline comments by resolution status (open or resolved). `sort` string optional Sort order for results (e.g. created-date, -modified, title). `status` string optional Filter by content status (e.g. current, archived, trashed). `atlassianmcp_getconfluencespaces` [# ](#atlassianmcp_getconfluencespaces)List Confluence spaces accessible to the authenticated user, with optional filters. 11 params ▾ List Confluence spaces accessible to the authenticated user, with optional filters. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `expand` string optional Comma-separated list of fields to expand in the response. `favoritedBy` string optional Return spaces favourited by this user account ID. `favourite` boolean optional Set to true to return only spaces marked as favourite. `ids` string optional List of space IDs to filter by. `keys` string optional List of space keys to filter by. `labels` string optional List of space labels to filter by. `limit` number optional Maximum number of items to return. `start` number optional Index of the first result for pagination (defaults to 0). `status` string optional Filter by content status (e.g. current, archived, trashed). `type` string optional Space type filter (e.g. global or personal). `atlassianmcp_getissuelinktypes` [# ](#atlassianmcp_getissuelinktypes)List all available issue link types in a Jira instance (e.g. Blocks, Relates, Duplicate). 1 param ▾ List all available issue link types in a Jira instance (e.g. Blocks, Relates, Duplicate). Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `atlassianmcp_getjiraissue` [# ](#atlassianmcp_getjiraissue)Retrieve the details of a specific Jira issue by its ID or key. 9 params ▾ Retrieve the details of a specific Jira issue by its ID or key. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `issueIdOrKey` string required The Jira issue ID (e.g. 10001) or key (e.g. KAN-1). `expand` string optional Comma-separated list of fields to expand in the response. `failFast` boolean optional Set to true to fail fast if any fields cannot be found. `fields` array optional Fields to update as a JSON object, e.g. {"summary": "New title", "priority": {"name": "High"}}. `fieldsByKeys` boolean optional Set to true to reference custom fields by their keys instead of IDs. `properties` array optional List of issue properties to include in the response. `responseContentFormat` string optional Format to return content in — markdown (default) or adf. `updateHistory` boolean optional Set to true to record that the issue was viewed in the user's history. `atlassianmcp_getjiraissueremoteissuelinks` [# ](#atlassianmcp_getjiraissueremoteissuelinks)List remote links (external resources) attached to a Jira issue. 3 params ▾ List remote links (external resources) attached to a Jira issue. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `issueIdOrKey` string required The Jira issue ID (e.g. 10001) or key (e.g. KAN-1). `globalId` string optional Optional global ID to filter remote issue links. `atlassianmcp_getjiraissuetypemetawithfields` [# ](#atlassianmcp_getjiraissuetypemetawithfields)Retrieve field metadata for a specific Jira issue type in a project. 5 params ▾ Retrieve field metadata for a specific Jira issue type in a project. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `issueTypeId` string required The ID of the Jira issue type. Use getJiraProjectIssueTypesMetadata to list available types. `projectIdOrKey` string required The Jira project ID or key (e.g. KAN or 10000). Use getVisibleJiraProjects to find it. `maxResults` number optional Maximum number of results to return per page. `startAt` number optional Index of the first result to return (for pagination, defaults to 0). `atlassianmcp_getjiraprojectissuetypesmetadata` [# ](#atlassianmcp_getjiraprojectissuetypesmetadata)List all issue types and their field metadata for a Jira project. 4 params ▾ List all issue types and their field metadata for a Jira project. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `projectIdOrKey` string required The Jira project ID or key (e.g. KAN or 10000). Use getVisibleJiraProjects to find it. `maxResults` number optional Maximum number of results to return per page. `startAt` number optional Index of the first result to return (for pagination, defaults to 0). `atlassianmcp_getpagesinconfluencespace` [# ](#atlassianmcp_getpagesinconfluencespace)List all pages in a Confluence space, optionally filtered by title or status. 9 params ▾ List all pages in a Confluence space, optionally filtered by title or status. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `spaceId` string required The numeric ID of the Confluence space. Use getConfluenceSpaces to list available spaces. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `cursor` string optional Cursor string for paginating through results. `limit` number optional Maximum number of items to return. `sort` string optional Sort order for results (e.g. created-date, -modified, title). `status` string optional Filter by content status (e.g. current, archived, trashed). `title` string optional The title of the Confluence page. `atlassianmcp_getteamworkgraphcontext` [# ](#atlassianmcp_getteamworkgraphcontext)Retrieve the teamwork graph context for an Atlassian object, showing related work across Jira, Confluence, and Compass. 9 params ▾ Retrieve the teamwork graph context for an Atlassian object, showing related work across Jira, Confluence, and Compass. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `objectIdentifier` string required Identifier for the object — an issue key (e.g. KAN-4), ARI, or URL. `objectType` string required Type of the Atlassian object (e.g. JiraWorkItem, ConfluencePage, ConfluenceSpace, AtlassianUser, CompassComponent). `after` string optional Cursor for fetching the next page of results. `detailLevel` string optional Level of detail to return for related objects (FULL or MINIMAL). `first` integer optional Number of items to return in this page. `relationshipTypes` array optional Filter by specific relationship types (e.g. DEPENDS\_ON, BLOCKED\_BY). `targetObjectTypes` array optional Filter related objects by type (e.g. JiraWorkItem, ConfluencePage). `timeRange` object optional Optional time range filter as JSON: {"from": "\", "to": "\"}. `atlassianmcp_getteamworkgraphobject` [# ](#atlassianmcp_getteamworkgraphobject)Hydrate one or more Atlassian objects from their URLs or ARIs to get their current state. 2 params ▾ Hydrate one or more Atlassian objects from their URLs or ARIs to get their current state. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `objects` array required List of object URLs or ARIs to hydrate (e.g. https\://site.atlassian.net/browse/KAN-1). `atlassianmcp_gettransitionsforjiraissue` [# ](#atlassianmcp_gettransitionsforjiraissue)List all available workflow transitions for a Jira issue, used before calling transitionJiraIssue. 7 params ▾ List all available workflow transitions for a Jira issue, used before calling transitionJiraIssue. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `issueIdOrKey` string required The Jira issue ID (e.g. 10001) or key (e.g. KAN-1). `expand` string optional Comma-separated list of fields to expand in the response. `includeUnavailableTransitions` boolean optional Set to true to include transitions that are not currently available. `skipRemoteOnlyCondition` boolean optional Set to true to skip conditions that only apply to remote calls. `sortByOpsBarAndStatus` boolean optional Set to true to sort transitions by the ops bar and status. `transitionId` string optional The ID of a specific transition to retrieve. Use getTransitionsForJiraIssue to list transitions. `atlassianmcp_getvisiblejiraprojects` [# ](#atlassianmcp_getvisiblejiraprojects)List Jira projects visible to the authenticated user, with optional search filtering. 6 params ▾ List Jira projects visible to the authenticated user, with optional search filtering. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `action` string optional The action to filter projects by (e.g. browse, create). `expandIssueTypes` boolean optional Set to true to include issue type details in the project list response. `maxResults` number optional Maximum number of results to return per page. `searchString` string optional Text to search for when looking up Jira users. `startAt` number optional Index of the first result to return (for pagination, defaults to 0). `atlassianmcp_lookupjiraaccountid` [# ](#atlassianmcp_lookupjiraaccountid)Search for Atlassian user accounts by name or email to find their account IDs. 2 params ▾ Search for Atlassian user accounts by name or email to find their account IDs. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `searchString` string required Text to search for when looking up Jira users. `atlassianmcp_search` [# ](#atlassianmcp_search)Search across all Atlassian products (Jira and Confluence) using a keyword query. 2 params ▾ Search across all Atlassian products (Jira and Confluence) using a keyword query. Name Type Required Description `query` string required Search query to find Atlassian content across Jira and Confluence. `cloudId` string optional The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `atlassianmcp_searchconfluenceusingcql` [# ](#atlassianmcp_searchconfluenceusingcql)Search Confluence content using Confluence Query Language (CQL). 8 params ▾ Search Confluence content using Confluence Query Language (CQL). Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `cql` string required Confluence Query Language string (e.g. type = page AND space = SD AND title \~ "meeting"). `cqlcontext` string optional Optional JSON object to restrict CQL scope (e.g. {"spaceKey": "SD"}). `cursor` string optional Cursor string for paginating through results. `expand` string optional Comma-separated list of fields to expand in the response. `limit` number optional Maximum number of items to return. `next` boolean optional Include next page link `prev` boolean optional Include previous page link `atlassianmcp_searchjiraissuesusingjql` [# ](#atlassianmcp_searchjiraissuesusingjql)Search for Jira issues using Jira Query Language (JQL). 6 params ▾ Search for Jira issues using Jira Query Language (JQL). Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `jql` string required Jira Query Language string to filter issues (e.g. project = KAN AND status = "In Progress"). `fields` array optional Fields to update as a JSON object, e.g. {"summary": "New title", "priority": {"name": "High"}}. `maxResults` number optional Maximum number of results to return per page. `nextPageToken` string optional Token for fetching the next page of results. `responseContentFormat` string optional Format to return content in — markdown (default) or adf. `atlassianmcp_transitionjiraissue` [# ](#atlassianmcp_transitionjiraissue)Move a Jira issue to a new workflow status using a transition ID. 6 params ▾ Move a Jira issue to a new workflow status using a transition ID. Name Type Required Description `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `issueIdOrKey` string required The Jira issue ID (e.g. 10001) or key (e.g. KAN-1). `transition` object required The transition to perform, as JSON: {"id": "\"}. Use getTransitionsForJiraIssue to list valid transitions. `fields` object optional Fields to update as a JSON object, e.g. {"summary": "New title", "priority": {"name": "High"}}. `historyMetadata` object optional Optional metadata to record in the issue history (e.g. {"activityDescription": "Updated via API"}). `update` object optional Issue update operations as a JSON object (e.g. adding comment). `atlassianmcp_updateconfluencepage` [# ](#atlassianmcp_updateconfluencepage)Update the title, body, or other properties of an existing Confluence page. 11 params ▾ Update the title, body, or other properties of an existing Confluence page. Name Type Required Description `body` string required The body content of the Confluence page or comment, in the format specified by contentFormat. `cloudId` string required The cloud site ID (UUID) of your Atlassian instance. Use getAccessibleAtlassianResources to retrieve it. `pageId` string required The numeric ID of the Confluence page. Use getConfluenceSpaces or search to find page IDs. `contentFormat` string optional Format of the content body — use markdown for plain text or adf for Atlassian Document Format (JSON). `contentType` string optional Type of Confluence content: page, blogpost, or custom. `includeBody` boolean optional Set to true to include the page body in the update response. `parentId` string optional The ID of the parent page under which to create or move this page. `spaceId` string optional The numeric ID of the Confluence space. Use getConfluenceSpaces to list available spaces. `status` string optional Filter by content status (e.g. current, archived, trashed). `title` string optional The title of the Confluence page. `versionMessage` string optional Optional message describing what changed in this version of the page. --- # DOCUMENT BOUNDARY --- # Attention connector > Connect to Attention for AI insights, conversations, teams, and workflows 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'attention' 12 const identifier = 'user_123' 13 14 // Make your first API call through the proxy 15 const result = await actions.request({ 16 connectionName: connector, 17 identifier, 18 path: '/v1/users/me', 19 method: 'GET', 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "attention" 14 identifier = "user_123" 15 16 # Make your first API call through the proxy 17 result = actions.request( 18 connection_name=connection_name, 19 identifier=identifier, 20 path="/v1/users/me", 21 method="GET", 22 ) 23 print(result) ``` ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'attention', 3 identifier: 'user_123', 4 path: '/v1/users/me', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='attention', 3 identifier='user_123', 4 path="/v1/users/me", 5 method="GET", 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'attention', 3 identifier: 'user_123', 4 toolName: 'attention_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='attention', 3 identifier='user_123', 4 tool_name='attention_list', 5 tool_input={}, 6 ) 7 print(result) ``` --- # DOCUMENT BOUNDARY --- # Attio connector > Connect to Attio CRM to manage contacts, companies, deals, notes, tasks, and lists with a modern relationship management platform. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Attio credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Attio OAuth app credentials with Scalekit so it can manage the OAuth 2.0 authentication flow and token lifecycle on your behalf. You’ll need a **Client ID** and **Client Secret** from the [Attio Developer Portal](https://build.attio.com). 1. ### Create a connection in Scalekit and copy the redirect URI * Sign in to your [Scalekit dashboard](https://app.scalekit.com) and go to **AgentKit** in the left sidebar. * Click **Create Connection**, search for **Attio**, and click **Create**. * On the connection configuration panel, locate the **Redirect URI** field. It looks like: `https:///sso/v1/oauth//callback` * Click the copy icon next to the Redirect URI to copy it to your clipboard. ![Scalekit Agent Auth showing the Redirect URI for the Attio connection](/_astro/use-own-credentials-redirect-uri.YI9B55dT.png) Keep this tab open — you’ll return to it in step 3. 2. ### Register the redirect URI in your Attio OAuth app * Sign in to [build.attio.com](https://build.attio.com) and open the app you want to connect. If you don’t have one yet, click **Create app**. * In the left sidebar, click **OAuth** to open the OAuth settings tab for your app. * You’ll see your **Client ID** and **Client Secret** near the top of the page. Copy both values and save them somewhere safe — you’ll need them in step 3. * Scroll down to the **Redirect URIs** section. Click **+ New redirect URI**. * Paste the Redirect URI you copied from Scalekit into the input field and confirm. ![Attio OAuth app settings showing Client ID, Client Secret, and the Redirect URIs section with the Scalekit callback URL added](/_astro/add-redirect-uri.ChnN8og5.png) Tip Your Attio app must have **“Will people besides you be able to use this app?”** set to **Yes** (or equivalent multi-workspace access) for other users to complete the OAuth flow. Check this under your app’s general settings if authorization fails. 3. ### Add credentials and scopes in Scalekit * Return to your [Scalekit dashboard](https://app.scalekit.com) → **AgentKit** > **Connections** and open the Attio connection you created in step 1. * Fill in the following fields: * **Client ID** — paste the Client ID from your Attio OAuth app * **Client Secret** — paste the Client Secret from your Attio OAuth app * **Permissions** — select the OAuth scopes your app requires. Choose the minimum scopes needed. Common scopes: | Scope | What it allows | | ------------------------------ | ------------------------------------------- | | `record_permission:read` | Read CRM records (people, companies, deals) | | `record_permission:read-write` | Read and write CRM records | | `object_configuration:read` | Read object and attribute schemas | | `list_configuration:read` | Read list schemas | | `list_entry:read` | Read list entries | | `list_entry:read-write` | Read and write list entries | | `note:read` | Read notes | | `note:read-write` | Read and write notes | | `task:read-write` | Read and write tasks | | `comment:read-write` | Read and write comments | | `webhook:read-write` | Manage webhooks | | `user_management:read` | Read workspace members | For a full list, see the [Attio OAuth scopes reference](https://developers.attio.com/docs/authentication). ![Scalekit connection configuration showing the Client ID, Client Secret, and Permissions fields for the Attio connection](/_astro/add-credentials.BtC76_mk.png) * Click **Save**. Scalekit will validate the credentials and mark the connection as active. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'attio' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Attio:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'attio_get_current_token_info', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "attio" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Attio:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="attio_get_current_token_info", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Update record** — Update an existing record’s attributes in Attio * **Create person, task, comment** — Creates a new person record in Attio * **List records, people, objects** — List and query records for a specific Attio object type (e.g * **Search records** — Search for records in Attio for a given object type (people, companies, deals, or custom objects) using a fuzzy text query * **Delete person, user record, record** — Permanently deletes a person record from Attio by its record\_id * **Get comment, record attribute values, attribute** — Retrieves a single comment by its comment\_id in Attio ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 // --- Query people records with a filter --- 2 const people = await actions.request({ 3 connectionName: 'attio', 4 identifier: 'user_123', 5 path: '/v2/objects/people/records/query', 6 method: 'POST', 7 body: { 8 filter: { 9 email_addresses: [{ email_address: { $eq: 'alice@example.com' } }], 10 }, 11 limit: 10, 12 }, 13 }); 14 console.log('People:', people.data); 15 16 // --- Create a company record --- 17 const company = await actions.request({ 18 connectionName: 'attio', 19 identifier: 'user_123', 20 path: '/v2/objects/companies/records', 21 method: 'POST', 22 body: { 23 data: { 24 values: { 25 name: [{ value: 'Acme Corp' }], 26 domains: [{ domain: 'acme.com' }], 27 }, 28 }, 29 }, 30 }); 31 const companyId = company.data.data.id.record_id; 32 console.log('Created company:', companyId); 33 34 // --- Create a person record and associate with the company --- 35 const person = await actions.request({ 36 connectionName: 'attio', 37 identifier: 'user_123', 38 path: '/v2/objects/people/records', 39 method: 'POST', 40 body: { 41 data: { 42 values: { 43 name: [{ first_name: 'Alice', last_name: 'Smith' }], 44 email_addresses: [{ email_address: 'alice@acme.com', attribute_type: 'email' }], 45 company: [{ target_record_id: companyId }], 46 }, 47 }, 48 }, 49 }); 50 const personId = person.data.data.id.record_id; 51 console.log('Created person:', personId); 52 53 // --- Add a note to the person record --- 54 const note = await actions.request({ 55 connectionName: 'attio', 56 identifier: 'user_123', 57 path: '/v2/notes', 58 method: 'POST', 59 body: { 60 data: { 61 parent_object: 'people', 62 parent_record_id: personId, 63 title: 'Initial outreach', 64 content: 'Spoke with Alice about Q2 pricing. Follow up next week.', 65 format: 'plaintext', 66 }, 67 }, 68 }); 69 console.log('Created note:', note.data.data.id.note_id); 70 71 // --- Create a task linked to the person --- 72 const deadlineAt = new Date(Date.now() + 7 * 24 * 60 * 60 * 1000).toISOString(); // 7 days from now 73 const task = await actions.request({ 74 connectionName: 'attio', 75 identifier: 'user_123', 76 path: '/v2/tasks', 77 method: 'POST', 78 body: { 79 data: { 80 content: 'Send Q2 pricing proposal to Alice', 81 deadline_at: deadlineAt, 82 is_completed: false, 83 linked_records: [{ target_object: 'people', target_record_id: personId }], 84 }, 85 }, 86 }); 87 console.log('Created task:', task.data.data.id.task_id); 88 89 // --- Verify current token and workspace --- 90 const tokenInfo = await actions.request({ 91 connectionName: 'attio', 92 identifier: 'user_123', 93 path: '/v2/self', 94 method: 'GET', 95 }); 96 console.log('Connected to workspace:', tokenInfo.data.data.workspace.name); 97 console.log('Granted scopes:', tokenInfo.data.data.scopes.join(', ')); ``` * Python ```python 1 # --- Query people records with a filter --- 2 people = actions.request( 3 connection_name='attio', 4 identifier='user_123', 5 path="/v2/objects/people/records/query", 6 method="POST", 7 body={ 8 "filter": { 9 "email_addresses": [{"email_address": {"$eq": "alice@example.com"}}], 10 }, 11 "limit": 10, 12 }, 13 ) 14 print("People:", people) 15 16 # --- Create a company record --- 17 company = actions.request( 18 connection_name='attio', 19 identifier='user_123', 20 path="/v2/objects/companies/records", 21 method="POST", 22 body={ 23 "data": { 24 "values": { 25 "name": [{"value": "Acme Corp"}], 26 "domains": [{"domain": "acme.com"}], 27 }, 28 }, 29 }, 30 ) 31 company_id = company["data"]["id"]["record_id"] 32 print("Created company:", company_id) 33 34 # --- Create a person record and associate with the company --- 35 person = actions.request( 36 connection_name='attio', 37 identifier='user_123', 38 path="/v2/objects/people/records", 39 method="POST", 40 body={ 41 "data": { 42 "values": { 43 "name": [{"first_name": "Alice", "last_name": "Smith"}], 44 "email_addresses": [{"email_address": "alice@acme.com", "attribute_type": "email"}], 45 "company": [{"target_record_id": company_id}], 46 }, 47 }, 48 }, 49 ) 50 person_id = person["data"]["id"]["record_id"] 51 print("Created person:", person_id) 52 53 # --- Add a note to the person record --- 54 note = actions.request( 55 connection_name='attio', 56 identifier='user_123', 57 path="/v2/notes", 58 method="POST", 59 body={ 60 "data": { 61 "parent_object": "people", 62 "parent_record_id": person_id, 63 "title": "Initial outreach", 64 "content": "Spoke with Alice about Q2 pricing. Follow up next week.", 65 "format": "plaintext", 66 }, 67 }, 68 ) 69 print("Created note:", note["data"]["id"]["note_id"]) 70 71 # --- Create a task linked to the person --- 72 from datetime import datetime, timedelta 73 deadline_at = (datetime.now() + timedelta(days=7)).isoformat() 74 task = actions.request( 75 connection_name='attio', 76 identifier='user_123', 77 path="/v2/tasks", 78 method="POST", 79 body={ 80 "data": { 81 "content": "Send Q2 pricing proposal to Alice", 82 "deadline_at": deadline_at, 83 "is_completed": False, 84 "linked_records": [{"target_object": "people", "target_record_id": person_id}], 85 }, 86 }, 87 ) 88 print("Created task:", task["data"]["id"]["task_id"]) 89 90 # --- Verify current token and workspace --- 91 token_info = actions.request( 92 connection_name='attio', 93 identifier='user_123', 94 path="/v2/self", 95 method="GET", 96 ) 97 print("Connected to workspace:", token_info["data"]["workspace"]["name"]) 98 print("Granted scopes:", ", ".join(token_info["data"]["scopes"])) ``` Choosing the right filter syntax Attio uses attribute slugs for filtering. Use `attio_list_attributes` to discover available attributes and their slugs before querying. For example, `email_addresses` is a multi-value attribute — filter it as an array condition. Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'attio', 3 identifier: 'user_123', 4 toolName: 'attio_add_to_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='attio', 3 identifier='user_123', 4 tool_name='attio_add_to_list', 5 tool_input={}, 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `attio_add_to_list` [# ](#attio_add_to_list)Add a record (contact, company, deal, or custom object) to a specific Attio list. Returns the newly created list entry with its entry ID, which can be used to remove it later. If the record is already in the list, a new entry is created. 4 params ▾ Add a record (contact, company, deal, or custom object) to a specific Attio list. Returns the newly created list entry with its entry ID, which can be used to remove it later. If the record is already in the list, a new entry is created. Name Type Required Description `list_id` string required The UUID of the Attio list to add the record to. Use the List Lists tool (attio\_list\_lists) to retrieve available lists and their UUIDs. `parent_object` string required The object type slug the record belongs to. Must match the object type the list is configured for — run attio\_list\_lists to check the list's parent object before adding. `parent_record_id` string required The UUID of the record to add to the list. Must be a valid UUID — obtain this from search or list records results. `entry_values` object optional Optional attribute values to set on the list entry itself (not the underlying record). Keys are attribute slugs, values are the data to set. Example: {"stage": "qualified"} `attio_create_attribute` [# ](#attio_create_attribute)Creates a new attribute on an Attio object or list. Requires api\_slug, title, type, description, is\_required, is\_unique, is\_mct, and config. The config object varies by type — for most types pass an empty object {}. For select/multiselect, config can include options. For record-reference, config includes the target object. 9 params ▾ Creates a new attribute on an Attio object or list. Requires api\_slug, title, type, description, is\_required, is\_unique, is\_mct, and config. The config object varies by type — for most types pass an empty object {}. For select/multiselect, config can include options. For record-reference, config includes the target object. Name Type Required Description `api_slug` string required Snake\_case identifier for the new attribute. Must be unique within the object. `config` object required Type-specific configuration object. For most types (text, number, date, checkbox, etc.) pass an empty object {}. For record-reference, pass {"relationship": {"object": "companies"}}. `description` string required Human-readable description of what this attribute is used for. `is_multiselect` boolean required Whether this attribute allows multiple values per record. `is_required` boolean required Whether this attribute is required when creating records of this object type. `is_unique` boolean required Whether values for this attribute must be unique across all records of this object type. `object` string required Slug or UUID of the object to create the attribute on. Common slugs: people, companies, deals. `title` string required Human-readable display title for the attribute. `type` string required Data type of the attribute. Supported values: text, number, select, multiselect, status, date, timestamp, checkbox, currency, record-reference, actor-reference, location, domain, email-address, phone-number, interaction. `attio_create_comment` [# ](#attio_create_comment)Creates a new comment on a record in Attio. Requires author\_id (workspace member UUID), content, record\_object (e.g. people, companies, deals), and record\_id. Optionally provide thread\_id to reply to an existing thread. Format is always plaintext. 5 params ▾ Creates a new comment on a record in Attio. Requires author\_id (workspace member UUID), content, record\_object (e.g. people, companies, deals), and record\_id. Optionally provide thread\_id to reply to an existing thread. Format is always plaintext. Name Type Required Description `author_id` string required UUID of the workspace member who is authoring the comment. Use the List Workspace Members tool to find member UUIDs. `content` string required Plaintext content of the comment. `record_id` string required UUID of the record to attach the comment to. `record_object` string required Object slug or UUID of the record to comment on. Common slugs: people, companies, deals. `thread_id` string optional UUID of an existing comment thread to reply to. Leave empty to start a new top-level comment. `attio_create_company` [# ](#attio_create_company)Creates a new company record in Attio. Throws an error on conflicts of unique attributes like domains. Use Assert Company if you prefer to update on conflicts. Note: The logo\_url attribute cannot currently be set via the API. 1 param ▾ Creates a new company record in Attio. Throws an error on conflicts of unique attributes like domains. Use Assert Company if you prefer to update on conflicts. Note: The logo\_url attribute cannot currently be set via the API. Name Type Required Description `values` object required Attribute values for the new company record. `attio_create_deal` [# ](#attio_create_deal)Creates a new deal record in Attio. Throws an error on conflicts of unique attributes. Provide at least one attribute value in the values field. 1 param ▾ Creates a new deal record in Attio. Throws an error on conflicts of unique attributes. Provide at least one attribute value in the values field. Name Type Required Description `values` object required Attribute values for the new deal record. `attio_create_list` [# ](#attio_create_list)Creates a new list in Attio. Requires workspace\_access (one of: full-access, read-and-write, read-only) and workspace\_member\_access array. After creation, add attributes using Create Attribute and records using Create Entry. 5 params ▾ Creates a new list in Attio. Requires workspace\_access (one of: full-access, read-and-write, read-only) and workspace\_member\_access array. After creation, add attributes using Create Attribute and records using Create Entry. Name Type Required Description `api_slug` string required Snake\_case identifier for the new list used in API access. `name` string required Human-readable display name for the new list. `parent_object` string required Object slug the list tracks. Must be a valid object slug such as people, companies, or deals. `workspace_access` string required Access level for all workspace members. Must be one of: full-access, read-and-write, read-only. Use full-access to give all members full control. `workspace_member_access` array optional Optional array of per-member access overrides. Leave empty for uniform access via workspace\_access. Each item: {"workspace\_member\_id": "uuid", "level": "full-access"}. `attio_create_note` [# ](#attio_create_note)Create a note on an Attio record (person, company, deal, or custom object). Notes support plaintext or Markdown formatting. You can optionally backdate the note by specifying a created\_at timestamp, or associate it with an existing meeting via meeting\_id. 7 params ▾ Create a note on an Attio record (person, company, deal, or custom object). Notes support plaintext or Markdown formatting. You can optionally backdate the note by specifying a created\_at timestamp, or associate it with an existing meeting via meeting\_id. Name Type Required Description `content` string required Body of the note. Use plain text or Markdown depending on the format field. Line breaks are supported via \n in plaintext mode. IMPORTANT: This input field is called 'content', NOT 'content\_markdown'. The field 'content\_markdown' only appears in the API response and is not a valid input. `format` string required Format of the note content. Must be either "plaintext" or "markdown". `parent_object` string required The slug or UUID of the parent object the note will be attached to. Common slugs: "people", "companies", "deals". `parent_record_id` string required UUID of the parent record the note will be attached to. `title` string required Plaintext title for the note. No formatting is allowed in the title. `created_at` string optional ISO 8601 timestamp for backdating the note. Defaults to the current time if not provided. Example: "2024-01-15T10:30:00Z" `meeting_id` string optional UUID of an existing meeting to associate with this note. Optional. `attio_create_object` [# ](#attio_create_object)Creates a new custom object in the Attio workspace. Use when you need an object type beyond the standard types (people, companies, deals, users, workspaces). 3 params ▾ Creates a new custom object in the Attio workspace. Use when you need an object type beyond the standard types (people, companies, deals, users, workspaces). Name Type Required Description `api_slug` string required Snake\_case identifier for the new object. `plural_noun` string required Plural noun for the new object type. `singular_noun` string required Singular noun for the new object type. `attio_create_person` [# ](#attio_create_person)Creates a new person record in Attio. Throws an error on conflicts of unique attributes like email\_addresses. Use Assert Person if you prefer to update on conflicts. Note: The avatar\_url attribute cannot currently be set via the API. 1 param ▾ Creates a new person record in Attio. Throws an error on conflicts of unique attributes like email\_addresses. Use Assert Person if you prefer to update on conflicts. Note: The avatar\_url attribute cannot currently be set via the API. Name Type Required Description `values` object required Attribute values for the new person record. `attio_create_record` [# ](#attio_create_record)Create a new record in Attio for a given object type (e.g. people, companies, deals). Provide attribute values as a JSON object mapping attribute API slugs or IDs to their values. Throws an error if a unique attribute conflict is detected — use the Assert Record endpoint instead to upsert on conflict. 2 params ▾ Create a new record in Attio for a given object type (e.g. people, companies, deals). Provide attribute values as a JSON object mapping attribute API slugs or IDs to their values. Throws an error if a unique attribute conflict is detected — use the Assert Record endpoint instead to upsert on conflict. Name Type Required Description `object` string required The slug or UUID of the object type to create the record in. Common slugs: "people", "companies", "deals". `values` object required Attribute values for the new record. Keys are attribute API slugs or UUIDs; values are the data to set. For multi-value attributes, supply an array. Example for a person: {"name": \[{"first\_name": "Alice", "last\_name": "Smith"}], "email\_addresses": \[{"email\_address": "alice\@example.com"}]} `attio_create_task` [# ](#attio_create_task)Create a new task in Attio. Tasks can be linked to one or more records (people, companies, deals, etc.) and assigned to workspace members. Supports setting a deadline and initial completion status. Only plaintext format is supported for task content. 5 params ▾ Create a new task in Attio. Tasks can be linked to one or more records (people, companies, deals, etc.) and assigned to workspace members. Supports setting a deadline and initial completion status. Only plaintext format is supported for task content. Name Type Required Description `content` string required The text content of the task. Maximum 2000 characters. Only plaintext is supported. `deadline_at` string required ISO 8601 datetime for the task deadline. Must include milliseconds and timezone, e.g. 2024-03-31T17:00:00.000Z. `assignees` array optional Array of assignees for this task. Each item must have either referenced\_actor\_id (UUID) with referenced\_actor\_type set to workspace-member, or workspace\_member\_email\_address. Example: \[{"referenced\_actor\_type": "workspace-member", "referenced\_actor\_id": "d4a8e6f2-3b1c-4d5e-9f0a-1b2c3d4e5f6a"}] `is_completed` boolean optional Whether the task is already completed. Defaults to false. `linked_records` array optional Array of records to link this task to. Each item must have a target\_object (slug or UUID) and either target\_record\_id (UUID) or an attribute-based match. Example: \[{"target\_object": "people", "target\_record\_id": "bf071e1f-6035-429d-b874-d83ea64ea13b"}] `attio_delete_comment` [# ](#attio_delete_comment)Permanently deletes a comment by its comment\_id. If the comment is at the head of a thread, all messages in the thread are also deleted. 1 param ▾ Permanently deletes a comment by its comment\_id. If the comment is at the head of a thread, all messages in the thread are also deleted. Name Type Required Description `comment_id` string required The unique identifier of the comment to delete. `attio_delete_company` [# ](#attio_delete_company)Permanently deletes a company record from Attio by its record\_id. This operation is irreversible. 1 param ▾ Permanently deletes a company record from Attio by its record\_id. This operation is irreversible. Name Type Required Description `record_id` string required The unique identifier of the company record to delete. `attio_delete_deal` [# ](#attio_delete_deal)Permanently deletes a deal record from Attio by its record\_id. This operation is irreversible. 1 param ▾ Permanently deletes a deal record from Attio by its record\_id. This operation is irreversible. Name Type Required Description `record_id` string required The unique identifier of the deal record to delete. `attio_delete_note` [# ](#attio_delete_note)Permanently deletes a note from Attio by its note\_id. This operation is irreversible. 1 param ▾ Permanently deletes a note from Attio by its note\_id. This operation is irreversible. Name Type Required Description `note_id` string required The unique identifier of the note to delete. `attio_delete_person` [# ](#attio_delete_person)Permanently deletes a person record from Attio by its record\_id. This operation is irreversible. 1 param ▾ Permanently deletes a person record from Attio by its record\_id. This operation is irreversible. Name Type Required Description `record_id` string required The unique identifier of the person record to delete. `attio_delete_record` [# ](#attio_delete_record)Permanently delete a record from Attio by its object type and record ID. This action is irreversible. Returns an empty response on success. Returns 404 if the record does not exist. 2 params ▾ Permanently delete a record from Attio by its object type and record ID. This action is irreversible. Returns an empty response on success. Returns 404 if the record does not exist. Name Type Required Description `object` string required The slug or UUID of the object type the record belongs to. Common slugs: "people", "companies", "deals". `record_id` string required The UUID of the record to delete. `attio_delete_task` [# ](#attio_delete_task)Permanently deletes a task from Attio by its task\_id. This operation is irreversible. 1 param ▾ Permanently deletes a task from Attio by its task\_id. This operation is irreversible. Name Type Required Description `task_id` string required The unique identifier of the task to delete. `attio_delete_user_record` [# ](#attio_delete_user_record)Permanently deletes a user record from Attio by its record\_id. This operation is irreversible. 1 param ▾ Permanently deletes a user record from Attio by its record\_id. This operation is irreversible. Name Type Required Description `record_id` string required The unique identifier of the user record to delete. `attio_delete_webhook` [# ](#attio_delete_webhook)Permanently deletes a webhook by its webhook\_id from Attio. This operation is irreversible. 1 param ▾ Permanently deletes a webhook by its webhook\_id from Attio. This operation is irreversible. Name Type Required Description `webhook_id` string required The unique identifier of the webhook to delete. `attio_delete_workspace_record` [# ](#attio_delete_workspace_record)Permanently deletes a workspace record from Attio by its record\_id. This operation is irreversible. 1 param ▾ Permanently deletes a workspace record from Attio by its record\_id. This operation is irreversible. Name Type Required Description `record_id` string required The unique identifier of the workspace record to delete. `attio_get_attribute` [# ](#attio_get_attribute)Retrieves details of a single attribute on an Attio object or list, including its type, slug, configuration, and metadata. 2 params ▾ Retrieves details of a single attribute on an Attio object or list, including its type, slug, configuration, and metadata. Name Type Required Description `attribute` string required Attribute slug or UUID. `object` string required Object slug or UUID. `attio_get_comment` [# ](#attio_get_comment)Retrieves a single comment by its comment\_id in Attio. Returns the comment's content, author, thread, and resolution status. 1 param ▾ Retrieves a single comment by its comment\_id in Attio. Returns the comment's content, author, thread, and resolution status. Name Type Required Description `comment_id` string required The unique identifier of the comment. `attio_get_company` [# ](#attio_get_company)Retrieves a single company record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾ Retrieves a single company record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. Name Type Required Description `record_id` string required The unique identifier of the company record. `attio_get_current_token_info` [# ](#attio_get_current_token_info)Identifies the current access token, the workspace it is linked to, and its permissions. Use to verify token validity or retrieve workspace information. 0 params ▾ Identifies the current access token, the workspace it is linked to, and its permissions. Use to verify token validity or retrieve workspace information. `attio_get_deal` [# ](#attio_get_deal)Retrieves a single deal record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾ Retrieves a single deal record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. Name Type Required Description `record_id` string required The unique identifier of the deal record. `attio_get_list` [# ](#attio_get_list)Retrieves details of a single list in the Attio workspace by its UUID or slug. 1 param ▾ Retrieves details of a single list in the Attio workspace by its UUID or slug. Name Type Required Description `list_id` string required The unique identifier or slug of the list. `attio_get_list_entry` [# ](#attio_get_list_entry)Retrieves a single list entry by its entry\_id. Returns detailed information about a specific entry in an Attio list. 2 params ▾ Retrieves a single list entry by its entry\_id. Returns detailed information about a specific entry in an Attio list. Name Type Required Description `entry_id` string required The unique identifier of the list entry. `list_id` string required The unique identifier or slug of the list. `attio_get_note` [# ](#attio_get_note)Retrieves a single note by its note\_id in Attio. Returns the note's title, content (plaintext and markdown), tags, and creator information. 1 param ▾ Retrieves a single note by its note\_id in Attio. Returns the note's title, content (plaintext and markdown), tags, and creator information. Name Type Required Description `note_id` string required The unique identifier of the note. `attio_get_object` [# ](#attio_get_object)Retrieves details of a single object by its slug or UUID in Attio. 1 param ▾ Retrieves details of a single object by its slug or UUID in Attio. Name Type Required Description `object` string required Object slug or UUID. `attio_get_person` [# ](#attio_get_person)Retrieves a single person record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾ Retrieves a single person record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. Name Type Required Description `record_id` string required The unique identifier of the person record. `attio_get_record` [# ](#attio_get_record)Retrieve a specific record from Attio by its object type and record ID. Returns the full record including all attribute values with their complete audit trail (created\_by\_actor, active\_from, active\_until). Supports people, companies, deals, and custom objects. 2 params ▾ Retrieve a specific record from Attio by its object type and record ID. Returns the full record including all attribute values with their complete audit trail (created\_by\_actor, active\_from, active\_until). Supports people, companies, deals, and custom objects. Name Type Required Description `object` string required The slug or UUID of the object type the record belongs to. Common slugs: "people", "companies", "deals". `record_id` string required The UUID of the record to retrieve. `attio_get_record_attribute_values` [# ](#attio_get_record_attribute_values)Retrieves all values for a given attribute on a record in Attio. Can include historic values using show\_historic parameter. Not available for COMINT or enriched attributes. 4 params ▾ Retrieves all values for a given attribute on a record in Attio. Can include historic values using show\_historic parameter. Not available for COMINT or enriched attributes. Name Type Required Description `attribute` string required Attribute slug or UUID. `object` string required Object slug or UUID. `record_id` string required The unique identifier of the record. `show_historic` boolean optional Whether to include historic values. `attio_get_task` [# ](#attio_get_task)Retrieves a single task by its task\_id in Attio. Returns the task's content, deadline, assignees, and linked records. 1 param ▾ Retrieves a single task by its task\_id in Attio. Returns the task's content, deadline, assignees, and linked records. Name Type Required Description `task_id` string required The unique identifier of the task. `attio_get_webhook` [# ](#attio_get_webhook)Retrieves a single webhook by its webhook\_id in Attio. Returns the webhook's target URL, event subscriptions, status, and metadata. 1 param ▾ Retrieves a single webhook by its webhook\_id in Attio. Returns the webhook's target URL, event subscriptions, status, and metadata. Name Type Required Description `webhook_id` string required The unique identifier of the webhook. `attio_get_workspace_member` [# ](#attio_get_workspace_member)Retrieves a single workspace member by their workspace\_member\_id. Returns name, email, access level, and avatar information. 1 param ▾ Retrieves a single workspace member by their workspace\_member\_id. Returns name, email, access level, and avatar information. Name Type Required Description `workspace_member_id` string required The unique identifier of the workspace member. `attio_get_workspace_record` [# ](#attio_get_workspace_record)Retrieves a single workspace record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. 1 param ▾ Retrieves a single workspace record by its record\_id from Attio. Returns all attribute values with temporal and audit metadata. Name Type Required Description `record_id` string required The unique identifier of the workspace record. `attio_list_attribute_options` [# ](#attio_list_attribute_options)Lists all select options for a select or multiselect attribute on an Attio object or list. 2 params ▾ Lists all select options for a select or multiselect attribute on an Attio object or list. Name Type Required Description `attribute` string required Attribute slug or UUID of the select/multiselect attribute. `object` string required Object slug or UUID. `attio_list_attribute_statuses` [# ](#attio_list_attribute_statuses)Lists all statuses for a status attribute on an Attio object or list. Returns status IDs, titles, and configuration. 2 params ▾ Lists all statuses for a status attribute on an Attio object or list. Returns status IDs, titles, and configuration. Name Type Required Description `attribute` string required Attribute slug or UUID of the status attribute. `object` string required Object slug or UUID. `attio_list_attributes` [# ](#attio_list_attributes)Lists the attribute schema for an Attio object or list, including slugs, types, and select/status configuration. Use to discover what attributes exist and their types before filtering or writing. 1 param ▾ Lists the attribute schema for an Attio object or list, including slugs, types, and select/status configuration. Use to discover what attributes exist and their types before filtering or writing. Name Type Required Description `object` string required Object slug or UUID to list attributes for. `attio_list_companies` [# ](#attio_list_companies)Lists company records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results. 4 params ▾ Lists company records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results. Name Type Required Description `filter` object optional Filter criteria for querying companies. `limit` number optional Maximum number of records to return. `offset` number optional Number of records to skip for pagination. `sorts` array optional Sorting criteria for the results. `attio_list_deals` [# ](#attio_list_deals)Lists deal records in Attio with optional filtering and sorting. Returns paginated results. 4 params ▾ Lists deal records in Attio with optional filtering and sorting. Returns paginated results. Name Type Required Description `filter` object optional Filter criteria for querying deals. `limit` number optional Maximum number of records to return. `offset` number optional Number of records to skip for pagination. `sorts` array optional Sorting criteria for the results. `attio_list_entries` [# ](#attio_list_entries)Lists entries in a given Attio list with optional filtering and sorting. Returns records that belong to the specified list. 5 params ▾ Lists entries in a given Attio list with optional filtering and sorting. Returns records that belong to the specified list. Name Type Required Description `list_id` string required The unique identifier or slug of the list. `filter` object optional Filter criteria for querying entries. `limit` number optional Maximum number of entries to return. `offset` number optional Number of entries to skip for pagination. `sorts` array optional Sorting criteria for the results. `attio_list_lists` [# ](#attio_list_lists)Retrieve all CRM lists available in the Attio workspace, along with their entries for a specific record. Lists are used to track pipeline stages, outreach targets, or custom groupings of records. Optionally filter entries by a parent record ID and object type. 2 params ▾ Retrieve all CRM lists available in the Attio workspace, along with their entries for a specific record. Lists are used to track pipeline stages, outreach targets, or custom groupings of records. Optionally filter entries by a parent record ID and object type. Name Type Required Description `limit` number optional Maximum number of list entries to return per list. Defaults to 20. `offset` number optional Number of list entries to skip for pagination. Defaults to 0. `attio_list_meetings` [# ](#attio_list_meetings)Lists all meetings in the Attio workspace. Optionally filter by participants or linked records. This endpoint is in beta. 2 params ▾ Lists all meetings in the Attio workspace. Optionally filter by participants or linked records. This endpoint is in beta. Name Type Required Description `limit` number optional Maximum number of results to return. `offset` number optional Number of results to skip for pagination. `attio_list_notes` [# ](#attio_list_notes)List notes in Attio. Optionally filter by a parent object and record to retrieve notes attached to a specific person, company, deal, or other object. Supports pagination via limit (max 50) and offset. 4 params ▾ List notes in Attio. Optionally filter by a parent object and record to retrieve notes attached to a specific person, company, deal, or other object. Supports pagination via limit (max 50) and offset. Name Type Required Description `limit` number optional Maximum number of notes to return. Default is 10, maximum is 50. `offset` number optional Number of notes to skip before returning results. Default is 0. Use with limit for pagination. `parent_object` string optional Filter notes by parent object slug or UUID. Examples: "people", "companies", "deals". Must be provided together with parent\_record\_id to filter by a specific record. `parent_record_id` string optional Filter notes by parent record UUID. Must be provided together with parent\_object. `attio_list_objects` [# ](#attio_list_objects)Retrieves all available objects (both system-defined and user-defined) in the Attio workspace. Fundamental for understanding workspace structure. 0 params ▾ Retrieves all available objects (both system-defined and user-defined) in the Attio workspace. Fundamental for understanding workspace structure. `attio_list_people` [# ](#attio_list_people)Lists person records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results. 4 params ▾ Lists person records in Attio with optional filtering and sorting. Use filter and sorts fields to narrow results. Returns paginated results. Name Type Required Description `filter` object optional Filter criteria for querying people. `limit` number optional Maximum number of records to return. `offset` number optional Number of records to skip for pagination. `sorts` array optional Sorting criteria for the results. `attio_list_record_entries` [# ](#attio_list_record_entries)Lists all entries across all lists for which a specific record is the parent in Attio. Returns list IDs, slugs, entry IDs, and creation timestamps. 2 params ▾ Lists all entries across all lists for which a specific record is the parent in Attio. Returns list IDs, slugs, entry IDs, and creation timestamps. Name Type Required Description `object` string required Object slug or UUID. `record_id` string required The unique identifier of the parent record. `attio_list_records` [# ](#attio_list_records)List and query records for a specific Attio object type (e.g. people, companies, deals). Supports filtering by attribute values, sorting, and pagination with limit and offset. Returns guaranteed up-to-date data unlike the Search Records endpoint. 5 params ▾ List and query records for a specific Attio object type (e.g. people, companies, deals). Supports filtering by attribute values, sorting, and pagination with limit and offset. Returns guaranteed up-to-date data unlike the Search Records endpoint. Name Type Required Description `object` string required The slug or UUID of the object type to list records for. Common slugs: "people", "companies", "deals". `filter` object optional Filter object to narrow results to a subset of records. Structure depends on the attributes of the target object. Example: {"email\_addresses": {"email\_address": {"$eq": "alice\@example.com"}}} `limit` number optional Maximum number of records to return. Defaults to 500. `offset` number optional Number of records to skip before returning results. Defaults to 0. Use with limit for pagination. `sorts` array optional Array of sort objects to order results. Each sort object specifies a direction ("asc" or "desc"), an attribute slug or ID, and an optional field. Example: \[{"direction": "asc", "attribute": "name"}] `attio_list_tasks` [# ](#attio_list_tasks)List tasks in Attio, optionally filtered by linked record. Returns tasks with their content, deadline, completion status, assignees, and linked records. Use record filters to retrieve tasks associated with a specific contact, company, or deal. 5 params ▾ List tasks in Attio, optionally filtered by linked record. Returns tasks with their content, deadline, completion status, assignees, and linked records. Use record filters to retrieve tasks associated with a specific contact, company, or deal. Name Type Required Description `is_completed` boolean optional Filter tasks by completion status. Set to true to return only completed tasks, false for only incomplete tasks, or omit to return all tasks. `limit` number optional Maximum number of tasks to return. Defaults to 20. `linked_object` string optional Filter tasks linked to records of this object type. Use with linked\_record\_id. Common slugs: "people", "companies", "deals". `linked_record_id` string optional Filter tasks linked to this specific record UUID. Use with linked\_object to specify the object type. `offset` number optional Number of tasks to skip for pagination. Defaults to 0. `attio_list_threads` [# ](#attio_list_threads)Lists threads of comments on a record or list entry in Attio. Returns all comment threads associated with a specific record or list entry. 2 params ▾ Lists threads of comments on a record or list entry in Attio. Returns all comment threads associated with a specific record or list entry. Name Type Required Description `parent_object` string required Object slug of the parent record. `parent_record_id` string required The unique identifier of the parent record. `attio_list_user_records` [# ](#attio_list_user_records)Lists user records in Attio with optional filtering and sorting. Returns paginated results. 4 params ▾ Lists user records in Attio with optional filtering and sorting. Returns paginated results. Name Type Required Description `filter` object optional Filter criteria for querying user records. `limit` number optional Maximum number of records to return. `offset` number optional Number of records to skip for pagination. `sorts` array optional Sorting criteria for the results. `attio_list_webhooks` [# ](#attio_list_webhooks)Retrieves all webhooks in the Attio workspace. Returns webhook configurations, subscriptions, and statuses. Supports optional limit and offset pagination parameters. 2 params ▾ Retrieves all webhooks in the Attio workspace. Returns webhook configurations, subscriptions, and statuses. Supports optional limit and offset pagination parameters. Name Type Required Description `limit` number optional Maximum number of webhooks to return. `offset` number optional Number of webhooks to skip for pagination. `attio_list_workspace_members` [# ](#attio_list_workspace_members)Lists all workspace members in the Attio workspace. Use to retrieve workspace member IDs needed for assigning owners or actor-reference attributes. 0 params ▾ Lists all workspace members in the Attio workspace. Use to retrieve workspace member IDs needed for assigning owners or actor-reference attributes. `attio_list_workspace_records` [# ](#attio_list_workspace_records)Lists workspace records in Attio with optional filtering and sorting. Returns paginated results. 4 params ▾ Lists workspace records in Attio with optional filtering and sorting. Returns paginated results. Name Type Required Description `filter` object optional Filter criteria for querying workspace records. `limit` number optional Maximum number of records to return. `offset` number optional Number of records to skip for pagination. `sorts` array optional Sorting criteria for the results. `attio_remove_from_list` [# ](#attio_remove_from_list)Remove a specific entry from an Attio list by its entry ID. This deletes the list entry but does not delete the underlying record. Obtain the entry ID from the Add to List response or by querying list entries. Returns 404 if the entry does not exist. 2 params ▾ Remove a specific entry from an Attio list by its entry ID. This deletes the list entry but does not delete the underlying record. Obtain the entry ID from the Add to List response or by querying list entries. Returns 404 if the entry does not exist. Name Type Required Description `entry_id` string required The UUID of the list entry to remove. This is the entry ID returned when the record was added to the list, not the record ID itself. `list_id` string required The slug or UUID of the Attio list to remove the entry from. `attio_search_records` [# ](#attio_search_records)Search for records in Attio for a given object type (people, companies, deals, or custom objects) using a fuzzy text query. Returns matching records with their IDs, labels, and key attributes. 4 params ▾ Search for records in Attio for a given object type (people, companies, deals, or custom objects) using a fuzzy text query. Returns matching records with their IDs, labels, and key attributes. Name Type Required Description `object` string required The slug or UUID of the object type to search within. Common slugs: "people", "companies", "deals". `query` string required Fuzzy text search string matched against names, emails, domains, phone numbers, and social handles. Pass an empty string to return all records. `limit` integer optional Maximum number of results to return per page. Defaults to 20. `offset` integer optional Number of results to skip for pagination. Defaults to 0. `attio_update_record` [# ](#attio_update_record)Update an existing record's attributes in Attio. For multiselect attributes, the supplied values will overwrite (replace) the existing list of values. Use the Append Multiselect endpoint instead if you want to add values without removing existing ones. Supports people, companies, deals, and custom objects. IMPORTANT: Prefer using specific update tools when available — use attio\_update\_person for people records, attio\_update\_company for company records, attio\_update\_deal for deal records, attio\_update\_task for tasks, attio\_update\_attribute for attributes, attio\_update\_list for lists, attio\_update\_list\_entry for list entries, attio\_update\_webhook for webhooks, attio\_update\_workspace\_record for workspace records, and attio\_update\_user\_record for user records. Use this generic tool only for custom objects or when no specific tool exists. 3 params ▾ Update an existing record's attributes in Attio. For multiselect attributes, the supplied values will overwrite (replace) the existing list of values. Use the Append Multiselect endpoint instead if you want to add values without removing existing ones. Supports people, companies, deals, and custom objects. IMPORTANT: Prefer using specific update tools when available — use attio\_update\_person for people records, attio\_update\_company for company records, attio\_update\_deal for deal records, attio\_update\_task for tasks, attio\_update\_attribute for attributes, attio\_update\_list for lists, attio\_update\_list\_entry for list entries, attio\_update\_webhook for webhooks, attio\_update\_workspace\_record for workspace records, and attio\_update\_user\_record for user records. Use this generic tool only for custom objects or when no specific tool exists. Name Type Required Description `object` string required The slug or UUID of the object type the record belongs to. Common slugs: "people", "companies", "deals". `record_id` string required The UUID of the record to update. `values` object required Attribute values to update. Keys are attribute API slugs; values are the new data. For multiselect attributes, the supplied array replaces all existing values. --- # DOCUMENT BOUNDARY --- # Google BigQuery connector > BigQuery is Google Cloud’s fully-managed enterprise data warehouse for analytics at scale. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Google BigQuery credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the Google BigQuery connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. Then complete the configuration in your application as follows: Caution Google applications using scopes that permit access to certain user data must complete a verification process. 1. ### Set up auth redirects * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **Google BigQuery** and click **Create**. Click **Use your own credentials** and copy the redirect URI. It looks like `https:///sso/v1/oauth//callback`. ![Copy redirect URI from Scalekit dashboard](/.netlify/images?url=_astro%2Fuse-own-credentials-redirect-uri.K5f9uUcQ.png\&w=1280\&h=832\&dpl=6a3b904fcb23b100084833a2) * Navigate to [Google Cloud Console](https://console.cloud.google.com/projectselector2/home/dashboard?supportedpurview=project) → **APIs & Services** → **Credentials**. Select **+ Create Credentials**, then **OAuth client ID**. Choose **Web application** from the Application type menu. ![Select Web Application in Google OAuth settings](/.netlify/images?url=_astro%2Foauth-web-app.DC96RwBt.png\&w=1100\&h=460\&dpl=6a3b904fcb23b100084833a2) * Under **Authorized redirect URIs**, click **+ Add URI**, paste the redirect URI, and click **Create**. ![Add authorized redirect URI in Google Cloud Console](/.netlify/images?url=_astro%2Fadd-redirect-uri.B87wrMK8.png\&w=1504\&h=704\&dpl=6a3b904fcb23b100084833a2) 2. ### Enable the BigQuery API * In [Google Cloud Console](https://console.cloud.google.com/projectselector2/home/dashboard?supportedpurview=project), go to **APIs & Services** → **Library**. Search for “BigQuery API” and click **Enable**. ![](/.netlify/images?url=_astro%2Fenable-bigquery-api.B6BUg3wp.png\&w=1398\&h=498\&dpl=6a3b904fcb23b100084833a2) 3. ### Get client credentials * Google provides your Client ID and Client Secret after you create the OAuth client ID in step 1. 4. ### Add credentials in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** and open the connection you created. * Enter your credentials: * Client ID (from above) * Client Secret (from above) * Permissions (scopes — see [Google API Scopes reference](https://developers.google.com/identity/protocols/oauth2/scopes)) ![Add credentials in Scalekit dashboard](/.netlify/images?url=_astro%2Fadd-credentials.CTcbuNaH.png\&w=1496\&h=390\&dpl=6a3b904fcb23b100084833a2) * Click **Save**. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'bigquery' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Google BigQuery:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first API call through the proxy 21 const result = await actions.request({ 22 connectionName: connector, 23 identifier, 24 path: '/bigquery/v2/projects', 25 method: 'GET', 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "bigquery" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Google BigQuery:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first API call through the proxy 25 result = actions.request( 26 connection_name=connection_name, 27 identifier=identifier, 28 path="/bigquery/v2/projects", 29 method="GET", 30 ) 31 print(result) ``` ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'bigquery', 3 identifier: 'user_123', 4 path: '/bigquery/v2/projects', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='bigquery', 3 identifier='user_123', 4 path="/bigquery/v2/projects", 5 method="GET", 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'bigquery', 3 identifier: 'user_123', 4 toolName: 'bigquery_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='bigquery', 3 identifier='user_123', 4 tool_name='bigquery_list', 5 tool_input={}, 6 ) 7 print(result) ``` --- # DOCUMENT BOUNDARY --- # BigQuery (Service Account) connector > Connect to Google BigQuery using a GCP service account for server-to-server authentication without user login. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your BigQuery (Service Account) credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **BigQuery (Service Account)** and click **Create**. That’s it — no OAuth credentials or redirect URIs needed. BigQuery Service Account uses server-to-server authentication handled entirely through your GCP service account credentials. ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Query insert** — Submit an asynchronous BigQuery query job * **Job cancel** — Request cancellation of a running BigQuery job * **Run dry, query** — Validate a SQL query and estimate its cost without executing it * **List tables, table data, routines** — List all tables and views in a BigQuery dataset * **Get table, routine, query results** — Retrieve metadata and schema for a specific BigQuery table or view, including column names, types, descriptions, and table properties ## Common workflows [Section titled “Common workflows”](#common-workflows) Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'bigqueryserviceaccount', 3 identifier: 'user_123', 4 toolName: 'bigqueryserviceaccount_run_query', 5 toolInput: { 6 query: 'SELECT 1 AS test', 7 }, 8 }); 9 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='bigqueryserviceaccount', 3 identifier='user_123', 4 tool_name='bigqueryserviceaccount_run_query', 5 tool_input={ 6 "query": "SELECT 1 AS test", 7 }, 8 ) 9 print("Query result:", result.data) ``` Proxy API call Project ID is resolved automatically Scalekit automatically resolves the GCP project ID in the base URL from the connected service account credentials. You only need to provide the path relative to the project, e.g. `/datasets` or `/datasets/{datasetId}/tables`. * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'bigqueryserviceaccount', 3 identifier: 'user_123', 4 path: '/datasets', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='bigqueryserviceaccount', 3 identifier='user_123', 4 path="/datasets", 5 method="GET", 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `bigqueryserviceaccount_cancel_job` [# ](#bigqueryserviceaccount_cancel_job)Request cancellation of a running BigQuery job. Returns the final job resource. Cancellation is best-effort and the job may complete before it can be cancelled. 2 params ▾ Request cancellation of a running BigQuery job. Returns the final job resource. Cancellation is best-effort and the job may complete before it can be cancelled. Name Type Required Description `job_id` string required The ID of the job to cancel `location` string optional Geographic location where the job was created, e.g. US or EU `bigqueryserviceaccount_dry_run_query` [# ](#bigqueryserviceaccount_dry_run_query)Validate a SQL query and estimate its cost without executing it. Returns statistics.totalBytesProcessed so you can check byte usage before running the real job. 3 params ▾ Validate a SQL query and estimate its cost without executing it. Returns statistics.totalBytesProcessed so you can check byte usage before running the real job. Name Type Required Description `query` string required SQL query to validate and estimate `location` string optional Geographic location where the job should run, e.g. US or EU `use_legacy_sql` boolean optional Use BigQuery legacy SQL syntax instead of standard SQL `bigqueryserviceaccount_get_dataset` [# ](#bigqueryserviceaccount_get_dataset)Retrieve metadata for a specific BigQuery dataset, including location, description, labels, access controls, and creation/modification times. 1 param ▾ Retrieve metadata for a specific BigQuery dataset, including location, description, labels, access controls, and creation/modification times. Name Type Required Description `dataset_id` string required The ID of the dataset to retrieve `bigqueryserviceaccount_get_job` [# ](#bigqueryserviceaccount_get_job)Retrieve the status and configuration of a BigQuery job by its job ID. Use this to poll for completion of an async query job submitted via Insert Query Job. 2 params ▾ Retrieve the status and configuration of a BigQuery job by its job ID. Use this to poll for completion of an async query job submitted via Insert Query Job. Name Type Required Description `job_id` string required The ID of the job to retrieve `location` string optional Geographic location where the job was created, e.g. US or EU `bigqueryserviceaccount_get_model` [# ](#bigqueryserviceaccount_get_model)Retrieve metadata for a specific BigQuery ML model, including model type, feature columns, label columns, and training run details. 2 params ▾ Retrieve metadata for a specific BigQuery ML model, including model type, feature columns, label columns, and training run details. Name Type Required Description `dataset_id` string required The ID of the dataset containing the model `model_id` string required The ID of the model to retrieve `bigqueryserviceaccount_get_query_results` [# ](#bigqueryserviceaccount_get_query_results)Retrieve the results of a completed BigQuery query job. Supports pagination via page tokens. Use after polling Get Job until status is DONE. 5 params ▾ Retrieve the results of a completed BigQuery query job. Supports pagination via page tokens. Use after polling Get Job until status is DONE. Name Type Required Description `job_id` string required The ID of the completed query job `location` string optional Geographic location where the job was created, e.g. US or EU `max_results` integer optional Maximum number of rows to return per page `page_token` string optional Page token from a previous response to retrieve the next page of results `timeout_ms` integer optional Maximum milliseconds to wait if the query has not yet completed `bigqueryserviceaccount_get_routine` [# ](#bigqueryserviceaccount_get_routine)Retrieve the definition and metadata of a specific BigQuery routine (stored procedure or UDF), including its arguments, return type, and body. 2 params ▾ Retrieve the definition and metadata of a specific BigQuery routine (stored procedure or UDF), including its arguments, return type, and body. Name Type Required Description `dataset_id` string required The ID of the dataset containing the routine `routine_id` string required The ID of the routine to retrieve `bigqueryserviceaccount_get_table` [# ](#bigqueryserviceaccount_get_table)Retrieve metadata and schema for a specific BigQuery table or view, including column names, types, descriptions, and table properties. 2 params ▾ Retrieve metadata and schema for a specific BigQuery table or view, including column names, types, descriptions, and table properties. Name Type Required Description `dataset_id` string required The ID of the dataset containing the table `table_id` string required The ID of the table or view to retrieve `bigqueryserviceaccount_insert_query_job` [# ](#bigqueryserviceaccount_insert_query_job)Submit an asynchronous BigQuery query job. Returns a job ID that can be used with Get Job or Get Query Results to poll for completion and retrieve results. 9 params ▾ Submit an asynchronous BigQuery query job. Returns a job ID that can be used with Get Job or Get Query Results to poll for completion and retrieve results. Name Type Required Description `query` string required SQL query to execute `create_disposition` string optional Specifies whether the destination table is created if it does not exist `destination_dataset_id` string optional Dataset ID to write query results into `destination_table_id` string optional Table ID to write query results into `location` string optional Geographic location where the job should run, e.g. US or EU `maximum_bytes_billed` string optional Maximum bytes that can be billed for this query; query fails if limit is exceeded `priority` string optional Job priority: INTERACTIVE (default) or BATCH `use_legacy_sql` boolean optional Use BigQuery legacy SQL syntax instead of standard SQL `write_disposition` string optional Specifies the action when the destination table already exists `bigqueryserviceaccount_list_datasets` [# ](#bigqueryserviceaccount_list_datasets)List all BigQuery datasets in the project. Supports filtering by label and pagination. 4 params ▾ List all BigQuery datasets in the project. Supports filtering by label and pagination. Name Type Required Description `all` boolean optional If true, includes hidden datasets in the results `filter` string optional Label filter expression to restrict results, e.g. labels.env:prod `max_results` integer optional Maximum number of datasets to return per page `page_token` string optional Page token from a previous response to retrieve the next page `bigqueryserviceaccount_list_jobs` [# ](#bigqueryserviceaccount_list_jobs)List BigQuery jobs in the project. Supports filtering by state and projection, and pagination. 5 params ▾ List BigQuery jobs in the project. Supports filtering by state and projection, and pagination. Name Type Required Description `all_users` boolean optional If true, returns jobs for all users in the project; otherwise returns only the current user's jobs `max_results` integer optional Maximum number of jobs to return per page `page_token` string optional Page token from a previous response to retrieve the next page `projection` string optional Controls the fields returned: minimal (default) or full `state_filter` string optional Filter jobs by state: done, pending, or running `bigqueryserviceaccount_list_models` [# ](#bigqueryserviceaccount_list_models)List all BigQuery ML models in a dataset, including their model type, training status, and creation time. 3 params ▾ List all BigQuery ML models in a dataset, including their model type, training status, and creation time. Name Type Required Description `dataset_id` string required The ID of the dataset to list models from `max_results` integer optional Maximum number of models to return per page `page_token` string optional Page token from a previous response to retrieve the next page `bigqueryserviceaccount_list_routines` [# ](#bigqueryserviceaccount_list_routines)List all stored procedures and user-defined functions (UDFs) in a BigQuery dataset. 4 params ▾ List all stored procedures and user-defined functions (UDFs) in a BigQuery dataset. Name Type Required Description `dataset_id` string required The ID of the dataset to list routines from `filter` string optional Filter expression to restrict results, e.g. routineType:SCALAR\_FUNCTION `max_results` integer optional Maximum number of routines to return per page `page_token` string optional Page token from a previous response to retrieve the next page `bigqueryserviceaccount_list_table_data` [# ](#bigqueryserviceaccount_list_table_data)Read rows directly from a BigQuery table without writing a SQL query. Supports pagination, row offset, and field selection. 6 params ▾ Read rows directly from a BigQuery table without writing a SQL query. Supports pagination, row offset, and field selection. Name Type Required Description `dataset_id` string required The ID of the dataset containing the table `table_id` string required The ID of the table to read rows from `max_results` integer optional Maximum number of rows to return per page `page_token` string optional Page token from a previous response to retrieve the next page `selected_fields` string optional Comma-separated list of fields to return; if omitted all fields are returned `start_index` integer optional Zero-based row index to start reading from `bigqueryserviceaccount_list_tables` [# ](#bigqueryserviceaccount_list_tables)List all tables and views in a BigQuery dataset. Supports pagination. 3 params ▾ List all tables and views in a BigQuery dataset. Supports pagination. Name Type Required Description `dataset_id` string required The ID of the dataset to list tables from `max_results` integer optional Maximum number of tables to return per page `page_token` string optional Page token from a previous response to retrieve the next page `bigqueryserviceaccount_run_query` [# ](#bigqueryserviceaccount_run_query)Execute a SQL query synchronously against BigQuery and return results immediately. Best for short-running queries. For long-running queries use Insert Query Job instead. 7 params ▾ Execute a SQL query synchronously against BigQuery and return results immediately. Best for short-running queries. For long-running queries use Insert Query Job instead. Name Type Required Description `query` string required SQL query to execute `create_session` boolean optional If true, creates a new session and returns a session ID in the response `dry_run` boolean optional If true, validates the query and returns estimated bytes processed without executing `location` string optional Geographic location of the dataset, e.g. US or EU `max_results` integer optional Maximum number of rows to return in the response `timeout_ms` integer optional Maximum milliseconds to wait for query completion before returning `use_legacy_sql` boolean optional Use BigQuery legacy SQL syntax instead of standard SQL --- # DOCUMENT BOUNDARY --- # Bio Render MCP connector > Connect to BioRender MCP. Search BioRender's scientific icon and figure template libraries to build publication-ready biological illustrations. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'biorendermcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Bio Render MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'biorendermcp_search-icons', 25 toolInput: { query: 'YOUR_QUERY' }, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "biorendermcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Bio Render MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={"query":"YOUR_QUERY"}, 27 tool_name="biorendermcp_search-icons", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Search-templates records** — Search BioRender’s scientific figure template library * **Search-icons records** — Search BioRender’s scientific icon library by keyword ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `biorendermcp_search-icons` [# ](#biorendermcp_search-icons)Search BioRender's scientific icon library by keyword. Returns icon names, asset types, and placeability status for use in figures. 3 params ▾ Search BioRender's scientific icon library by keyword. Returns icon names, asset types, and placeability status for use in figures. Name Type Required Description `query` string required No description. `page` number optional No description. `perPage` number optional No description. `biorendermcp_search-templates` [# ](#biorendermcp_search-templates)Search BioRender's scientific figure template library. Returns templates with titles, descriptions, and preview links. 4 params ▾ Search BioRender's scientific figure template library. Returns templates with titles, descriptions, and preview links. Name Type Required Description `analytics` object required No description. `query` string required No description. `page` number optional No description. `perPage` number optional No description. --- # DOCUMENT BOUNDARY --- # Bitbucket connector > Connect to Bitbucket. Manage repositories, pipelines, pull requests, and code collaboration. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Bitbucket credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Bitbucket OAuth consumer credentials with Scalekit so it can manage the OAuth 2.0 authentication flow and token lifecycle on your behalf. You’ll need a **Key** (Client ID) and **Secret** (Client Secret) from your Bitbucket workspace settings. 1. ### Open OAuth consumers in your Bitbucket workspace * Go to **Bitbucket** and open your workspace by clicking your avatar in the top-right corner and selecting the workspace you want to use. * In the left sidebar, click **Settings** → **OAuth consumers**. ![Bitbucket workspace settings showing OAuth consumers page](/_astro/bitbucket-workspace-oauth.DhvxqeMA.png) * Click **Add consumer** to create a new OAuth application. 2. ### Create the OAuth consumer * Fill in the consumer details: * **Name** — enter a descriptive name (e.g., `Scalekit-Agent`) * **Description** — optional description * **URL** — your application’s homepage URL * Leave the **Callback URL** field empty for now — you’ll fill it in after getting the redirect URI from Scalekit. ![Bitbucket Add OAuth consumer form](/_astro/add-oauth-consumer.tWpR42QQ.png) * Under **Permissions**, select the scopes your agent needs. Recommended minimum: | Permission | Scope | Required for | | ------------- | ----- | ------------------------------ | | Account | Read | User profile access | | Repositories | Read | Read code and metadata | | Repositories | Write | Create branches, push commits | | Pull requests | Read | Read PR data | | Pull requests | Write | Create, approve, and merge PRs | | Pipelines | Read | View pipeline runs | | Pipelines | Write | Trigger pipelines | * Click **Save** to create the consumer. 3. ### Get the redirect URI from Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Search for **Bitbucket** and click **Create**. ![Searching for Bitbucket in the Scalekit Create Connection panel](/_astro/scalekit-search-bitbucket.DzHZzyBY.png) * Copy the **Redirect URI** shown in the connection configuration panel. It looks like `https:///sso/v1/oauth//callback`. ![Scalekit Configure Bitbucket Connection panel showing Redirect URI, Client Key, and Client Secret fields](/_astro/configure-bitbucket-connection.1Lxn9BG6.png) 4. ### Add the callback URL in Bitbucket * Back in Bitbucket, open your OAuth consumer and click **Edit**. * Paste the Scalekit Redirect URI into the **Callback URL** field. * Click **Save** to apply the change. ![Bitbucket Edit OAuth consumer with Scalekit callback URL added to the Callback URL field](/_astro/bitbucket-callback-url.C8MN8ebd.png) Callback URL must match exactly Bitbucket performs an exact string match on the callback URL. Any mismatch — including a trailing slash — will cause the OAuth flow to fail. Make sure you paste the URL exactly as shown in Scalekit. 5. ### Copy your OAuth credentials * In Bitbucket, go back to **Workspace settings** → **OAuth consumers** and click on your consumer name to expand it. * The **Key** and **Secret** will be shown. Click **Reveal** next to the secret to display it. ![Bitbucket OAuth consumer expanded showing Key and Secret with Reveal button](/_astro/oauth-consumer-credentials.v2rkL_jZ.png) * Copy both values. The secret is not stored by Bitbucket after you leave this page — save it securely. 6. ### Add credentials in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** and open the Bitbucket connection you created. * Enter your credentials: * **Client Key** — the Key from your Bitbucket OAuth consumer * **Client Secret** — the Secret from your Bitbucket OAuth consumer * **Scopes** — select the scopes that match the permissions you granted in step 2 * Click **Save**. Request only the scopes you need Bitbucket displays the requested scopes on the user consent screen. Request only the minimum scopes your agent requires — this builds user trust and reduces the attack surface if a token is compromised. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'bitbucket' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Bitbucket:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'bitbucket_user_emails_list', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "bitbucket" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Bitbucket:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="bitbucket_user_emails_list", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Get commit comment, workspace, merge base** — Returns a specific comment on a commit * **Search workspace** — Searches for code across all repositories in a workspace * **Delete workspace pipeline variable, deploy key, repository permission user** — Deletes a workspace pipeline variable * **Create tag, environment, commit build status** — Creates a new tag in a Bitbucket repository pointing to a specific commit * **Update pull request task, deployment variable, commit build status** — Updates a task on a pull request (e.g * **Unwatch issue** — Stops watching an issue ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const user = await actions.request({ 2 connectionName: 'bitbucket', 3 identifier: 'user_123', 4 path: '/2.0/user', 5 method: 'GET', 6 }); 7 console.log(user); ``` * Python ```python 1 user = actions.request( 2 connection_name='bitbucket', 3 identifier='user_123', 4 path="/2.0/user", 5 method="GET", 6 ) 7 print(user) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'bitbucket', 3 identifier: 'user_123', 4 toolName: 'bitbucket_branch_create', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name='bitbucket', 3 identifier='user_123', 4 tool_name='bitbucket_branch_create', 5 tool_input={}, 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `bitbucket_branch_create` [# ](#bitbucket_branch_create)Creates a new branch in a Bitbucket repository from a specified commit hash or branch. 4 params ▾ Creates a new branch in a Bitbucket repository from a specified commit hash or branch. Name Type Required Description `name` string required Name for the new branch. `repo_slug` string required The repository slug or UUID. `target_hash` string required The commit hash to create the branch from. `workspace` string required The workspace slug or UUID. `bitbucket_branch_delete` [# ](#bitbucket_branch_delete)Deletes a branch from a Bitbucket repository. 3 params ▾ Deletes a branch from a Bitbucket repository. Name Type Required Description `name` string required The branch name to delete. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_branch_get` [# ](#bitbucket_branch_get)Returns details of a specific branch in a Bitbucket repository. 3 params ▾ Returns details of a specific branch in a Bitbucket repository. Name Type Required Description `name` string required The branch name. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_branch_restriction_create` [# ](#bitbucket_branch_restriction_create)Creates a branch permission rule for a repository. 7 params ▾ Creates a branch permission rule for a repository. Name Type Required Description `kind` string required Restriction type: require\_tasks\_to\_be\_completed, require\_approvals\_to\_merge, require\_default\_reviewer\_approvals\_to\_merge, require\_no\_changes\_requested, require\_commits\_behind, require\_passing\_builds\_to\_merge, reset\_pullrequest\_approvals\_on\_change, push, restrict\_merges, force, delete, enforce\_merge\_checks. `pattern` string required Branch name or glob pattern to restrict, e.g. 'main' or 'release/\*'. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `groups` string optional List of group slugs to exempt from the restriction. `users` string optional List of user account IDs to exempt from the restriction. `value` string optional Numeric value for count-based restrictions (e.g. required approvals). `bitbucket_branch_restriction_delete` [# ](#bitbucket_branch_restriction_delete)Deletes a branch permission rule. 3 params ▾ Deletes a branch permission rule. Name Type Required Description `id` string required The numeric ID of the branch restriction. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_branch_restriction_get` [# ](#bitbucket_branch_restriction_get)Returns a specific branch permission rule by ID. 3 params ▾ Returns a specific branch permission rule by ID. Name Type Required Description `id` string required The numeric ID of the branch restriction. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_branch_restriction_update` [# ](#bitbucket_branch_restriction_update)Updates a branch permission rule. 6 params ▾ Updates a branch permission rule. Name Type Required Description `id` string required The numeric ID of the branch restriction. `kind` string required Restriction type (see Create Branch Restriction for valid values). `pattern` string required Branch name or glob pattern. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `value` string optional Numeric value for count-based restrictions. `bitbucket_branch_restrictions_list` [# ](#bitbucket_branch_restrictions_list)Lists branch permission rules for a repository. 2 params ▾ Lists branch permission rules for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_branches_list` [# ](#bitbucket_branches_list)Returns all branches in a Bitbucket repository. 4 params ▾ Returns all branches in a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `q` string optional Query to filter branches, e.g. name\~"feature". `sort` string optional Sort field, e.g. -target.date for newest first. `bitbucket_branching_model_get` [# ](#bitbucket_branching_model_get)Returns the effective branching model for a repository (e.g. Gitflow config). 2 params ▾ Returns the effective branching model for a repository (e.g. Gitflow config). Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_branching_model_settings_get` [# ](#bitbucket_branching_model_settings_get)Returns the branching model configuration settings for a repository. 2 params ▾ Returns the branching model configuration settings for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_branching_model_settings_update` [# ](#bitbucket_branching_model_settings_update)Updates the branching model configuration settings for a repository. 4 params ▾ Updates the branching model configuration settings for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `development_branch` string optional Name of the development branch. `production_branch` string optional Name of the production branch. `bitbucket_commit_approve` [# ](#bitbucket_commit_approve)Approves a specific commit in a Bitbucket repository. 3 params ▾ Approves a specific commit in a Bitbucket repository. Name Type Required Description `commit` string required The commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_build_status_create` [# ](#bitbucket_commit_build_status_create)Creates or updates a build status for a specific commit (used to report CI/CD results). 8 params ▾ Creates or updates a build status for a specific commit (used to report CI/CD results). Name Type Required Description `commit` string required The commit hash. `key` string required Unique identifier for the build (e.g. CI pipeline name). `repo_slug` string required The repository slug or UUID. `state` string required Build state: SUCCESSFUL, FAILED, INPROGRESS, STOPPED. `url` string required URL linking to the build result. `workspace` string required The workspace slug or UUID. `description` string optional Description of the build result. `name` string optional Display name for the build. `bitbucket_commit_build_status_get` [# ](#bitbucket_commit_build_status_get)Returns the build status for a specific commit and build key. 4 params ▾ Returns the build status for a specific commit and build key. Name Type Required Description `commit` string required The commit hash. `key` string required Unique identifier for the build. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_build_status_update` [# ](#bitbucket_commit_build_status_update)Updates an existing build status for a specific commit and key. 8 params ▾ Updates an existing build status for a specific commit and key. Name Type Required Description `commit` string required The commit hash. `key` string required Unique identifier for the build. `repo_slug` string required The repository slug or UUID. `state` string required Build state: SUCCESSFUL, FAILED, INPROGRESS, STOPPED. `url` string required URL linking to the build result. `workspace` string required The workspace slug or UUID. `description` string optional Description of the build result. `name` string optional Display name for the build. `bitbucket_commit_comment_create` [# ](#bitbucket_commit_comment_create)Creates a new comment on a specific commit in a Bitbucket repository. 4 params ▾ Creates a new comment on a specific commit in a Bitbucket repository. Name Type Required Description `commit` string required The commit hash. `content` string required The comment text (Markdown supported). `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_comment_delete` [# ](#bitbucket_commit_comment_delete)Deletes a specific comment on a commit. 4 params ▾ Deletes a specific comment on a commit. Name Type Required Description `comment_id` string required The numeric ID of the comment. `commit` string required The commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_comment_get` [# ](#bitbucket_commit_comment_get)Returns a specific comment on a commit. 4 params ▾ Returns a specific comment on a commit. Name Type Required Description `comment_id` string required The numeric ID of the comment. `commit` string required The commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_comment_update` [# ](#bitbucket_commit_comment_update)Updates an existing comment on a commit. 5 params ▾ Updates an existing comment on a commit. Name Type Required Description `comment_id` string required The numeric ID of the comment. `commit` string required The commit hash. `content` string required Updated comment text (Markdown supported). `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_comments_list` [# ](#bitbucket_commit_comments_list)Lists all comments on a specific commit in a Bitbucket repository. 3 params ▾ Lists all comments on a specific commit in a Bitbucket repository. Name Type Required Description `commit` string required The commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_get` [# ](#bitbucket_commit_get)Returns details of a specific commit including author, message, date, and diff stats. 3 params ▾ Returns details of a specific commit including author, message, date, and diff stats. Name Type Required Description `commit` string required The commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_statuses_list` [# ](#bitbucket_commit_statuses_list)Lists all statuses (build results) for a specific commit. 3 params ▾ Lists all statuses (build results) for a specific commit. Name Type Required Description `commit` string required The commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commit_unapprove` [# ](#bitbucket_commit_unapprove)Removes an approval from a specific commit. 3 params ▾ Removes an approval from a specific commit. Name Type Required Description `commit` string required The commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_commits_list` [# ](#bitbucket_commits_list)Returns a list of commits for a repository, optionally filtered by branch. 3 params ▾ Returns a list of commits for a repository, optionally filtered by branch. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `branch` string optional Branch or tag name to list commits for. `bitbucket_component_get` [# ](#bitbucket_component_get)Returns a specific component by ID from the issue tracker. 3 params ▾ Returns a specific component by ID from the issue tracker. Name Type Required Description `component_id` string required The numeric ID of the component. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_components_list` [# ](#bitbucket_components_list)Lists all components defined for a repository's issue tracker. 2 params ▾ Lists all components defined for a repository's issue tracker. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_default_reviewer_add` [# ](#bitbucket_default_reviewer_add)Adds a user as a default reviewer for a repository. 3 params ▾ Adds a user as a default reviewer for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `username` string required The user's account ID or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_default_reviewer_get` [# ](#bitbucket_default_reviewer_get)Checks if a user is a default reviewer for a repository. 3 params ▾ Checks if a user is a default reviewer for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `username` string required The user's account ID or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_default_reviewer_remove` [# ](#bitbucket_default_reviewer_remove)Removes a user from the default reviewers for a repository. 3 params ▾ Removes a user from the default reviewers for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `username` string required The user's account ID or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_default_reviewers_list` [# ](#bitbucket_default_reviewers_list)Lists all default reviewers for a repository. 2 params ▾ Lists all default reviewers for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_deploy_key_create` [# ](#bitbucket_deploy_key_create)Adds a new deploy key (SSH public key) to a Bitbucket repository for read-only or read-write access. 4 params ▾ Adds a new deploy key (SSH public key) to a Bitbucket repository for read-only or read-write access. Name Type Required Description `key` string required The SSH public key string. `label` string required A human-readable label for the deploy key. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_deploy_key_delete` [# ](#bitbucket_deploy_key_delete)Removes a deploy key from a Bitbucket repository. 3 params ▾ Removes a deploy key from a Bitbucket repository. Name Type Required Description `key_id` integer required The integer ID of the deploy key to delete. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_deploy_keys_list` [# ](#bitbucket_deploy_keys_list)Returns a list of deploy keys (SSH keys) configured on a Bitbucket repository. 2 params ▾ Returns a list of deploy keys (SSH keys) configured on a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_deployment_get` [# ](#bitbucket_deployment_get)Returns a specific deployment by UUID. 3 params ▾ Returns a specific deployment by UUID. Name Type Required Description `deployment_uuid` string required The UUID of the deployment. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_deployment_variable_create` [# ](#bitbucket_deployment_variable_create)Creates a new variable for a deployment environment. 6 params ▾ Creates a new variable for a deployment environment. Name Type Required Description `environment_uuid` string required The UUID of the environment. `key` string required Variable name. `repo_slug` string required The repository slug or UUID. `value` string required Variable value. `workspace` string required The workspace slug or UUID. `secured` string optional Whether the variable is secret (masked in logs). `bitbucket_deployment_variable_delete` [# ](#bitbucket_deployment_variable_delete)Deletes a variable from a deployment environment. 4 params ▾ Deletes a variable from a deployment environment. Name Type Required Description `environment_uuid` string required The UUID of the environment. `repo_slug` string required The repository slug or UUID. `variable_uuid` string required The UUID of the variable. `workspace` string required The workspace slug or UUID. `bitbucket_deployment_variable_update` [# ](#bitbucket_deployment_variable_update)Updates an existing variable for a deployment environment. 7 params ▾ Updates an existing variable for a deployment environment. Name Type Required Description `environment_uuid` string required The UUID of the environment. `key` string required Variable name. `repo_slug` string required The repository slug or UUID. `value` string required Variable value. `variable_uuid` string required The UUID of the variable. `workspace` string required The workspace slug or UUID. `secured` string optional Whether the variable is secret. `bitbucket_deployment_variables_list` [# ](#bitbucket_deployment_variables_list)Lists all variables for a deployment environment. 3 params ▾ Lists all variables for a deployment environment. Name Type Required Description `environment_uuid` string required The UUID of the environment. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_deployments_list` [# ](#bitbucket_deployments_list)Lists all deployments for a repository. 2 params ▾ Lists all deployments for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_diff_get` [# ](#bitbucket_diff_get)Returns a JSON summary of file changes (diffstat) for a given commit spec (e.g. commit hash, branch..branch). Shows which files were added, modified, or deleted with line counts. 4 params ▾ Returns a JSON summary of file changes (diffstat) for a given commit spec (e.g. commit hash, branch..branch). Shows which files were added, modified, or deleted with line counts. Name Type Required Description `repo_slug` string required The repository slug or UUID. `spec` string required Diff spec in the form of 'hash1..hash2' or 'branch1..branch2'. `workspace` string required The workspace slug or UUID. `path` string optional Limit diff to a specific file path. `bitbucket_diffstat_get` [# ](#bitbucket_diffstat_get)Returns the diff stats between two commits or a branch/commit spec in a repository. 3 params ▾ Returns the diff stats between two commits or a branch/commit spec in a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `spec` string required Revision spec e.g. 'main..feature' or commit SHA. `workspace` string required The workspace slug or UUID. `bitbucket_download_delete` [# ](#bitbucket_download_delete)Deletes a specific download artifact from a repository. 3 params ▾ Deletes a specific download artifact from a repository. Name Type Required Description `filename` string required The filename of the download artifact. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_downloads_list` [# ](#bitbucket_downloads_list)Lists all download artifacts for a repository. 2 params ▾ Lists all download artifacts for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_environment_create` [# ](#bitbucket_environment_create)Creates a new deployment environment for a repository. 4 params ▾ Creates a new deployment environment for a repository. Name Type Required Description `environment_type` string required Type: Test, Staging, or Production. `name` string required Name of the environment. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_environment_delete` [# ](#bitbucket_environment_delete)Deletes a deployment environment by UUID. 3 params ▾ Deletes a deployment environment by UUID. Name Type Required Description `environment_uuid` string required The UUID of the environment. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_environment_get` [# ](#bitbucket_environment_get)Returns a specific deployment environment by UUID. 3 params ▾ Returns a specific deployment environment by UUID. Name Type Required Description `environment_uuid` string required The UUID of the environment. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_environments_list` [# ](#bitbucket_environments_list)Lists all deployment environments for a repository (e.g. Test, Staging, Production). 2 params ▾ Lists all deployment environments for a repository (e.g. Test, Staging, Production). Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_file_history_list` [# ](#bitbucket_file_history_list)Lists the commits that modified a specific file path. 4 params ▾ Lists the commits that modified a specific file path. Name Type Required Description `commit` string required The commit hash or branch name. `path` string required Path to the file in the repository. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_comment_create` [# ](#bitbucket_issue_comment_create)Posts a new comment on a Bitbucket issue. 4 params ▾ Posts a new comment on a Bitbucket issue. Name Type Required Description `content` string required The comment text (Markdown supported). `issue_id` integer required The issue ID to comment on. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_comment_delete` [# ](#bitbucket_issue_comment_delete)Deletes a specific comment on an issue. 4 params ▾ Deletes a specific comment on an issue. Name Type Required Description `comment_id` string required The numeric ID of the comment. `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_comment_update` [# ](#bitbucket_issue_comment_update)Updates an existing comment on an issue. 5 params ▾ Updates an existing comment on an issue. Name Type Required Description `comment_id` string required The numeric ID of the comment. `content` string required Updated comment text (Markdown). `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_comments_list` [# ](#bitbucket_issue_comments_list)Returns all comments on a Bitbucket issue. 3 params ▾ Returns all comments on a Bitbucket issue. Name Type Required Description `issue_id` integer required The issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_create` [# ](#bitbucket_issue_create)Creates a new issue in a Bitbucket repository's issue tracker. 7 params ▾ Creates a new issue in a Bitbucket repository's issue tracker. Name Type Required Description `repo_slug` string required The repository slug or UUID. `title` string required Title of the issue. `workspace` string required The workspace slug or UUID. `assignee_account_id` string optional Account ID of the assignee. `content` string optional Description/body of the issue (Markdown supported). `kind` string optional Issue kind: bug, enhancement, proposal, or task. `priority` string optional Priority: trivial, minor, major, critical, or blocker. `bitbucket_issue_delete` [# ](#bitbucket_issue_delete)Deletes an issue from a Bitbucket repository's issue tracker. 3 params ▾ Deletes an issue from a Bitbucket repository's issue tracker. Name Type Required Description `issue_id` integer required The issue ID to delete. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_get` [# ](#bitbucket_issue_get)Returns details of a specific issue in a Bitbucket repository. 3 params ▾ Returns details of a specific issue in a Bitbucket repository. Name Type Required Description `issue_id` integer required The issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_unvote` [# ](#bitbucket_issue_unvote)Removes a vote from an issue. 3 params ▾ Removes a vote from an issue. Name Type Required Description `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_unwatch` [# ](#bitbucket_issue_unwatch)Stops watching an issue. 3 params ▾ Stops watching an issue. Name Type Required Description `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_update` [# ](#bitbucket_issue_update)Updates an existing issue in a Bitbucket repository. 8 params ▾ Updates an existing issue in a Bitbucket repository. Name Type Required Description `issue_id` integer required The issue ID to update. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `content` string optional New content/body for the issue. `kind` string optional Issue kind: bug, enhancement, proposal, or task. `priority` string optional Priority: trivial, minor, major, critical, or blocker. `status` string optional Issue status: new, open, resolved, on hold, invalid, duplicate, or wontfix. `title` string optional New title for the issue. `bitbucket_issue_vote` [# ](#bitbucket_issue_vote)Casts a vote for an issue. 3 params ▾ Casts a vote for an issue. Name Type Required Description `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_vote_get` [# ](#bitbucket_issue_vote_get)Checks if the authenticated user has voted for an issue. 3 params ▾ Checks if the authenticated user has voted for an issue. Name Type Required Description `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_watch` [# ](#bitbucket_issue_watch)Starts watching an issue to receive notifications. 3 params ▾ Starts watching an issue to receive notifications. Name Type Required Description `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issue_watch_get` [# ](#bitbucket_issue_watch_get)Checks if the authenticated user is watching an issue. 3 params ▾ Checks if the authenticated user is watching an issue. Name Type Required Description `issue_id` string required The numeric issue ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_issues_list` [# ](#bitbucket_issues_list)Returns all issues in a Bitbucket repository's issue tracker. 4 params ▾ Returns all issues in a Bitbucket repository's issue tracker. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `q` string optional Filter query, e.g. status="open" AND priority="major". `sort` string optional Sort field, e.g. -updated\_on. `bitbucket_merge_base_get` [# ](#bitbucket_merge_base_get)Returns the common ancestor (merge base) between two commits. 3 params ▾ Returns the common ancestor (merge base) between two commits. Name Type Required Description `repo_slug` string required The repository slug or UUID. `revspec` string required Two commits separated by '..', e.g. 'abc123..def456'. `workspace` string required The workspace slug or UUID. `bitbucket_milestone_get` [# ](#bitbucket_milestone_get)Returns a specific milestone by ID from the issue tracker. 3 params ▾ Returns a specific milestone by ID from the issue tracker. Name Type Required Description `milestone_id` string required The numeric ID of the milestone. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_milestones_list` [# ](#bitbucket_milestones_list)Lists all milestones defined for a repository's issue tracker. 2 params ▾ Lists all milestones defined for a repository's issue tracker. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_get` [# ](#bitbucket_pipeline_get)Returns details of a specific Bitbucket pipeline run by its UUID. 3 params ▾ Returns details of a specific Bitbucket pipeline run by its UUID. Name Type Required Description `pipeline_uuid` string required The pipeline UUID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_schedule_create` [# ](#bitbucket_pipeline_schedule_create)Creates a new pipeline schedule for a repository. 5 params ▾ Creates a new pipeline schedule for a repository. Name Type Required Description `branch` string required Branch to run the pipeline on. `cron_expression` string required Cron schedule expression (e.g. '0 0 \* \* \*' for daily midnight). `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `enabled` string optional Whether the schedule is active. `bitbucket_pipeline_schedule_delete` [# ](#bitbucket_pipeline_schedule_delete)Deletes a pipeline schedule. 3 params ▾ Deletes a pipeline schedule. Name Type Required Description `repo_slug` string required The repository slug or UUID. `schedule_uuid` string required The UUID of the schedule. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_schedule_get` [# ](#bitbucket_pipeline_schedule_get)Returns a specific pipeline schedule by UUID. 3 params ▾ Returns a specific pipeline schedule by UUID. Name Type Required Description `repo_slug` string required The repository slug or UUID. `schedule_uuid` string required The UUID of the schedule. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_schedule_update` [# ](#bitbucket_pipeline_schedule_update)Updates a pipeline schedule. 5 params ▾ Updates a pipeline schedule. Name Type Required Description `repo_slug` string required The repository slug or UUID. `schedule_uuid` string required The UUID of the schedule. `workspace` string required The workspace slug or UUID. `cron_expression` string optional Updated cron expression. `enabled` string optional Whether the schedule is active. `bitbucket_pipeline_schedules_list` [# ](#bitbucket_pipeline_schedules_list)Lists all pipeline schedules for a repository. 2 params ▾ Lists all pipeline schedules for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_step_log_get` [# ](#bitbucket_pipeline_step_log_get)Retrieves the log output for a specific step of a Bitbucket pipeline run. 4 params ▾ Retrieves the log output for a specific step of a Bitbucket pipeline run. Name Type Required Description `pipeline_uuid` string required The UUID of the pipeline. `repo_slug` string required The repository slug or UUID. `step_uuid` string required The UUID of the pipeline step. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_steps_list` [# ](#bitbucket_pipeline_steps_list)Returns a list of steps for a specific Bitbucket pipeline run. 3 params ▾ Returns a list of steps for a specific Bitbucket pipeline run. Name Type Required Description `pipeline_uuid` string required The UUID of the pipeline. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_stop` [# ](#bitbucket_pipeline_stop)Stops a running Bitbucket pipeline by sending a stop request to the specified pipeline UUID. 3 params ▾ Stops a running Bitbucket pipeline by sending a stop request to the specified pipeline UUID. Name Type Required Description `pipeline_uuid` string required The UUID of the pipeline to stop. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_trigger` [# ](#bitbucket_pipeline_trigger)Triggers a new Bitbucket pipeline run for a specific branch, tag, or commit. 6 params ▾ Triggers a new Bitbucket pipeline run for a specific branch, tag, or commit. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `branch` string optional Branch name to run the pipeline on. `commit_hash` string optional Specific commit hash to run the pipeline on. `pipeline_name` string optional Custom pipeline name defined in bitbucket-pipelines.yml. `variables` string optional JSON array of pipeline variables, e.g. \[{"key":"ENV","value":"prod"}]. `bitbucket_pipeline_variable_create` [# ](#bitbucket_pipeline_variable_create)Creates a new pipeline variable for a Bitbucket repository. 5 params ▾ Creates a new pipeline variable for a Bitbucket repository. Name Type Required Description `key` string required The variable name/key. `repo_slug` string required The repository slug or UUID. `value` string required The variable value. `workspace` string required The workspace slug or UUID. `secured` boolean optional If true, the variable value is masked in logs. `bitbucket_pipeline_variable_delete` [# ](#bitbucket_pipeline_variable_delete)Deletes a pipeline variable from a Bitbucket repository. 3 params ▾ Deletes a pipeline variable from a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `variable_uuid` string required The UUID of the pipeline variable to delete. `workspace` string required The workspace slug or UUID. `bitbucket_pipeline_variable_update` [# ](#bitbucket_pipeline_variable_update)Updates an existing pipeline variable for a Bitbucket repository. 6 params ▾ Updates an existing pipeline variable for a Bitbucket repository. Name Type Required Description `key` string required The new variable name/key. `repo_slug` string required The repository slug or UUID. `value` string required The new variable value. `variable_uuid` string required The UUID of the pipeline variable to update. `workspace` string required The workspace slug or UUID. `secured` boolean optional If true, the variable value is masked in logs. `bitbucket_pipeline_variables_list` [# ](#bitbucket_pipeline_variables_list)Returns a list of pipeline variables defined for the repository. 2 params ▾ Returns a list of pipeline variables defined for the repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pipelines_list` [# ](#bitbucket_pipelines_list)Returns pipeline runs for a Bitbucket repository, optionally filtered by status or branch. 3 params ▾ Returns pipeline runs for a Bitbucket repository, optionally filtered by status or branch. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `sort` string optional Sort field, e.g. -created\_on for newest first. `bitbucket_pull_request_activity_list` [# ](#bitbucket_pull_request_activity_list)Lists all activity (comments, approvals, updates) for a specific pull request. 3 params ▾ Lists all activity (comments, approvals, updates) for a specific pull request. Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_approve` [# ](#bitbucket_pull_request_approve)Approves a pull request on behalf of the authenticated user. 3 params ▾ Approves a pull request on behalf of the authenticated user. Name Type Required Description `pull_request_id` integer required The pull request ID to approve. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_comment_create` [# ](#bitbucket_pull_request_comment_create)Posts a new comment on a pull request. 4 params ▾ Posts a new comment on a pull request. Name Type Required Description `content` string required The comment text (Markdown supported). `pull_request_id` integer required The pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_comment_delete` [# ](#bitbucket_pull_request_comment_delete)Deletes a comment from a pull request. 4 params ▾ Deletes a comment from a pull request. Name Type Required Description `comment_id` integer required The comment ID to delete. `pull_request_id` integer required The pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_comments_list` [# ](#bitbucket_pull_request_comments_list)Returns all comments on a pull request. 3 params ▾ Returns all comments on a pull request. Name Type Required Description `pull_request_id` integer required The pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_commits_list` [# ](#bitbucket_pull_request_commits_list)Returns all commits included in a pull request. 3 params ▾ Returns all commits included in a pull request. Name Type Required Description `pull_request_id` integer required The pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_create` [# ](#bitbucket_pull_request_create)Creates a new pull request in a Bitbucket repository. 8 params ▾ Creates a new pull request in a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `source_branch` string required Source branch name. `title` string required Title of the pull request. `workspace` string required The workspace slug or UUID. `close_source_branch` boolean optional Whether to close the source branch after merge. `description` string optional Description of the pull request. `destination_branch` string optional Destination branch to merge into. `reviewers` string optional JSON array of reviewer account UUIDs, e.g. \[{"uuid":"{account-uuid}"}]. `bitbucket_pull_request_decline` [# ](#bitbucket_pull_request_decline)Declines (rejects) an open pull request in a Bitbucket repository. 3 params ▾ Declines (rejects) an open pull request in a Bitbucket repository. Name Type Required Description `pull_request_id` integer required The pull request ID to decline. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_diffstat_get` [# ](#bitbucket_pull_request_diffstat_get)Returns a JSON diffstat for a pull request given the source and destination commit hashes. Get these from bitbucket\_pull\_request\_get (source.commit.hash and destination.commit.hash). 5 params ▾ Returns a JSON diffstat for a pull request given the source and destination commit hashes. Get these from bitbucket\_pull\_request\_get (source.commit.hash and destination.commit.hash). Name Type Required Description `dest_commit` string required Destination commit hash from the pull request (destination.commit.hash). `repo_slug` string required The repository slug or UUID. `source_commit` string required Source commit hash from the pull request (source.commit.hash). `workspace` string required The workspace slug or UUID. `pull_request_id` string optional The numeric pull request ID. `bitbucket_pull_request_get` [# ](#bitbucket_pull_request_get)Returns details of a specific pull request including title, description, source/destination branches, state, and reviewers. 3 params ▾ Returns details of a specific pull request including title, description, source/destination branches, state, and reviewers. Name Type Required Description `pull_request_id` integer required The pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_merge` [# ](#bitbucket_pull_request_merge)Merges a pull request in a Bitbucket repository. 6 params ▾ Merges a pull request in a Bitbucket repository. Name Type Required Description `pull_request_id` integer required The pull request ID to merge. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `close_source_branch` boolean optional Whether to close the source branch after merge. `merge_strategy` string optional Merge strategy: merge\_commit, squash, or fast\_forward. `message` string optional Custom commit message for the merge commit. `bitbucket_pull_request_remove_request_changes` [# ](#bitbucket_pull_request_remove_request_changes)Removes a change request from a pull request. 3 params ▾ Removes a change request from a pull request. Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_request_changes` [# ](#bitbucket_pull_request_request_changes)Requests changes on a pull request, blocking it from merging until changes are addressed. 3 params ▾ Requests changes on a pull request, blocking it from merging until changes are addressed. Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_statuses_list` [# ](#bitbucket_pull_request_statuses_list)Lists all commit statuses for the commits in a pull request. 3 params ▾ Lists all commit statuses for the commits in a pull request. Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_task_create` [# ](#bitbucket_pull_request_task_create)Creates a new task on a pull request. 5 params ▾ Creates a new task on a pull request. Name Type Required Description `content` string required The task description. `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `pending` string optional Whether the task is pending (true) or resolved (false). `bitbucket_pull_request_task_delete` [# ](#bitbucket_pull_request_task_delete)Deletes a task from a pull request. 4 params ▾ Deletes a task from a pull request. Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `task_id` string required The numeric task ID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_task_get` [# ](#bitbucket_pull_request_task_get)Returns a specific task on a pull request. 4 params ▾ Returns a specific task on a pull request. Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `task_id` string required The numeric task ID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_task_update` [# ](#bitbucket_pull_request_task_update)Updates a task on a pull request (e.g. resolve/reopen or change content). 6 params ▾ Updates a task on a pull request (e.g. resolve/reopen or change content). Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `task_id` string required The numeric task ID. `workspace` string required The workspace slug or UUID. `content` string optional Updated task description. `pending` string optional Set to false to resolve the task, true to reopen. `bitbucket_pull_request_tasks_list` [# ](#bitbucket_pull_request_tasks_list)Lists all tasks on a pull request. 3 params ▾ Lists all tasks on a pull request. Name Type Required Description `pull_request_id` string required The numeric pull request ID. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_unapprove` [# ](#bitbucket_pull_request_unapprove)Removes the authenticated user's approval from a pull request. 3 params ▾ Removes the authenticated user's approval from a pull request. Name Type Required Description `pull_request_id` integer required The pull request ID to unapprove. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_request_update` [# ](#bitbucket_pull_request_update)Updates a pull request's title, description, reviewers, or destination branch. 6 params ▾ Updates a pull request's title, description, reviewers, or destination branch. Name Type Required Description `pull_request_id` integer required The pull request ID to update. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `description` string optional New description for the pull request. `destination_branch` string optional New destination branch. `title` string optional New title for the pull request. `bitbucket_pull_requests_activity_list` [# ](#bitbucket_pull_requests_activity_list)Lists overall activity for all pull requests in a repository. 2 params ▾ Lists overall activity for all pull requests in a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_pull_requests_list` [# ](#bitbucket_pull_requests_list)Returns pull requests for a Bitbucket repository, filterable by state. 5 params ▾ Returns pull requests for a Bitbucket repository, filterable by state. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `q` string optional Query to filter pull requests. `sort` string optional Sort field for pull requests. `state` string optional Filter by state: OPEN, MERGED, DECLINED, SUPERSEDED. `bitbucket_refs_list` [# ](#bitbucket_refs_list)Lists all branches and tags (refs) for a repository. 2 params ▾ Lists all branches and tags (refs) for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repositories_list` [# ](#bitbucket_repositories_list)Returns all repositories in a Bitbucket workspace. 3 params ▾ Returns all repositories in a Bitbucket workspace. Name Type Required Description `workspace` string required The workspace slug or UUID. `q` string optional Query to filter repositories, e.g. name\~"my-repo". `sort` string optional Sort field, e.g. -updated\_on for newest first. `bitbucket_repository_create` [# ](#bitbucket_repository_create)Creates a new Bitbucket repository in the specified workspace. 8 params ▾ Creates a new Bitbucket repository in the specified workspace. Name Type Required Description `repo_slug` string required The slug for the new repository. `workspace` string required The workspace slug or UUID. `description` string optional A description for the repository. `has_issues` boolean optional Enable the issue tracker for this repository. `has_wiki` boolean optional Enable the wiki for this repository. `is_private` boolean optional Whether the repository is private. Default is true. `project_key` string optional Key of the project to associate the repository with. `scm` string optional Source control type: git or hg. Default is git. `bitbucket_repository_delete` [# ](#bitbucket_repository_delete)Permanently deletes a Bitbucket repository and all its data. 2 params ▾ Permanently deletes a Bitbucket repository and all its data. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_fork` [# ](#bitbucket_repository_fork)Forks a Bitbucket repository into the authenticated user's workspace or a specified workspace. 5 params ▾ Forks a Bitbucket repository into the authenticated user's workspace or a specified workspace. Name Type Required Description `repo_slug` string required The repository slug to fork. `workspace` string required The workspace slug of the source repository. `is_private` boolean optional Whether the fork should be private. `name` string optional Name for the forked repository. Defaults to the source name. `workspace_destination` string optional Workspace to fork into. Defaults to the authenticated user's workspace. `bitbucket_repository_get` [# ](#bitbucket_repository_get)Returns details of a specific Bitbucket repository including description, language, size, and clone URLs. 2 params ▾ Returns details of a specific Bitbucket repository including description, language, size, and clone URLs. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permission_group_delete` [# ](#bitbucket_repository_permission_group_delete)Removes a group's explicit permission from a repository. 3 params ▾ Removes a group's explicit permission from a repository. Name Type Required Description `group_slug` string required The group slug. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permission_group_get` [# ](#bitbucket_repository_permission_group_get)Returns the explicit repository permission for a specific group. 3 params ▾ Returns the explicit repository permission for a specific group. Name Type Required Description `group_slug` string required The group slug. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permission_group_update` [# ](#bitbucket_repository_permission_group_update)Sets the explicit permission for a group on a repository. 4 params ▾ Sets the explicit permission for a group on a repository. Name Type Required Description `group_slug` string required The group slug. `permission` string required Permission level: read, write, or admin. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permission_user_delete` [# ](#bitbucket_repository_permission_user_delete)Removes a user's explicit permission from a repository. 3 params ▾ Removes a user's explicit permission from a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `username` string required The user's account ID or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permission_user_get` [# ](#bitbucket_repository_permission_user_get)Returns the explicit repository permission for a specific user. 3 params ▾ Returns the explicit repository permission for a specific user. Name Type Required Description `repo_slug` string required The repository slug or UUID. `username` string required The user's account ID or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permission_user_update` [# ](#bitbucket_repository_permission_user_update)Sets the explicit permission for a user on a repository. 4 params ▾ Sets the explicit permission for a user on a repository. Name Type Required Description `permission` string required Permission level: read, write, or admin. `repo_slug` string required The repository slug or UUID. `username` string required The user's account ID or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permissions_groups_list` [# ](#bitbucket_repository_permissions_groups_list)Lists all explicit group permissions for a repository. 2 params ▾ Lists all explicit group permissions for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_permissions_users_list` [# ](#bitbucket_repository_permissions_users_list)Lists all explicit user permissions for a repository. 2 params ▾ Lists all explicit user permissions for a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_repository_update` [# ](#bitbucket_repository_update)Updates a Bitbucket repository's description, privacy, or other settings. 6 params ▾ Updates a Bitbucket repository's description, privacy, or other settings. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `description` string optional New description for the repository. `has_issues` boolean optional Enable or disable the issue tracker. `has_wiki` boolean optional Enable or disable the wiki. `is_private` boolean optional Whether the repository should be private. `bitbucket_repository_watchers_list` [# ](#bitbucket_repository_watchers_list)Lists all users watching a repository. 2 params ▾ Lists all users watching a repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_src_get` [# ](#bitbucket_src_get)Retrieves metadata (size, type, mimetype, last commit) for a file or directory in a Bitbucket repository at a specific commit. Returns JSON metadata via format=meta. 4 params ▾ Retrieves metadata (size, type, mimetype, last commit) for a file or directory in a Bitbucket repository at a specific commit. Returns JSON metadata via format=meta. Name Type Required Description `commit` string required Branch name, tag, or commit hash. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `path` string optional Path to the file or directory within the repository. `bitbucket_tag_create` [# ](#bitbucket_tag_create)Creates a new tag in a Bitbucket repository pointing to a specific commit. 5 params ▾ Creates a new tag in a Bitbucket repository pointing to a specific commit. Name Type Required Description `name` string required Name for the new tag. `repo_slug` string required The repository slug or UUID. `target_hash` string required The commit hash to tag. `workspace` string required The workspace slug or UUID. `message` string optional Optional message for an annotated tag. `bitbucket_tag_delete` [# ](#bitbucket_tag_delete)Deletes a tag from a Bitbucket repository. 3 params ▾ Deletes a tag from a Bitbucket repository. Name Type Required Description `name` string required The tag name to delete. `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_tags_list` [# ](#bitbucket_tags_list)Returns all tags in a Bitbucket repository. 4 params ▾ Returns all tags in a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `q` string optional Filter query for tags. `sort` string optional Sort field. `bitbucket_user_emails_list` [# ](#bitbucket_user_emails_list)Returns all email addresses associated with the authenticated Bitbucket user. 0 params ▾ Returns all email addresses associated with the authenticated Bitbucket user. `bitbucket_user_get` [# ](#bitbucket_user_get)Returns the authenticated user's Bitbucket profile including display name, account ID, and account links. 0 params ▾ Returns the authenticated user's Bitbucket profile including display name, account ID, and account links. `bitbucket_version_get` [# ](#bitbucket_version_get)Returns a specific version by ID from the issue tracker. 3 params ▾ Returns a specific version by ID from the issue tracker. Name Type Required Description `repo_slug` string required The repository slug or UUID. `version_id` string required The numeric ID of the version. `workspace` string required The workspace slug or UUID. `bitbucket_versions_list` [# ](#bitbucket_versions_list)Lists all versions defined for a repository's issue tracker. 2 params ▾ Lists all versions defined for a repository's issue tracker. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_webhook_create` [# ](#bitbucket_webhook_create)Creates a new webhook on a Bitbucket repository to receive event notifications at a specified URL. 7 params ▾ Creates a new webhook on a Bitbucket repository to receive event notifications at a specified URL. Name Type Required Description `events` string required JSON array of event types to subscribe to, e.g. \["repo:push","pullrequest:created"]. `repo_slug` string required The repository slug or UUID. `url` string required The URL to receive webhook payloads. `workspace` string required The workspace slug or UUID. `active` boolean optional Whether the webhook is active. `description` string optional A human-readable description of the webhook. `secret` string optional Secret string used to compute the HMAC signature of webhook payloads. `bitbucket_webhook_delete` [# ](#bitbucket_webhook_delete)Deletes a webhook from a Bitbucket repository. 3 params ▾ Deletes a webhook from a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `uid` string required The UID of the webhook to delete. `workspace` string required The workspace slug or UUID. `bitbucket_webhook_get` [# ](#bitbucket_webhook_get)Returns the details of a specific webhook installed on a Bitbucket repository. 3 params ▾ Returns the details of a specific webhook installed on a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `uid` string required The UID of the webhook. `workspace` string required The workspace slug or UUID. `bitbucket_webhook_update` [# ](#bitbucket_webhook_update)Updates an existing webhook on a Bitbucket repository, including its URL, events, and active status. 7 params ▾ Updates an existing webhook on a Bitbucket repository, including its URL, events, and active status. Name Type Required Description `events` string required JSON array of event types to subscribe to, e.g. \["repo:push","pullrequest:created"]. `repo_slug` string required The repository slug or UUID. `uid` string required The UID of the webhook to update. `url` string required The new URL to receive webhook payloads. `workspace` string required The workspace slug or UUID. `active` boolean optional Whether the webhook is active. `description` string optional A human-readable description of the webhook. `bitbucket_webhooks_list` [# ](#bitbucket_webhooks_list)Returns a list of webhooks installed on a Bitbucket repository. 2 params ▾ Returns a list of webhooks installed on a Bitbucket repository. Name Type Required Description `repo_slug` string required The repository slug or UUID. `workspace` string required The workspace slug or UUID. `bitbucket_workspace_get` [# ](#bitbucket_workspace_get)Returns details of a specific Bitbucket workspace by its slug. 1 param ▾ Returns details of a specific Bitbucket workspace by its slug. Name Type Required Description `workspace` string required The workspace slug or UUID. `bitbucket_workspace_members_list` [# ](#bitbucket_workspace_members_list)Returns all members of a Bitbucket workspace. 1 param ▾ Returns all members of a Bitbucket workspace. Name Type Required Description `workspace` string required The workspace slug or UUID. `bitbucket_workspace_pipeline_variable_create` [# ](#bitbucket_workspace_pipeline_variable_create)Creates a new pipeline variable at the workspace level. 4 params ▾ Creates a new pipeline variable at the workspace level. Name Type Required Description `key` string required Variable name. `value` string required Variable value. `workspace` string required The workspace slug or UUID. `secured` string optional Whether the variable is secret (masked in logs). `bitbucket_workspace_pipeline_variable_delete` [# ](#bitbucket_workspace_pipeline_variable_delete)Deletes a workspace pipeline variable. 2 params ▾ Deletes a workspace pipeline variable. Name Type Required Description `variable_uuid` string required The UUID of the variable. `workspace` string required The workspace slug or UUID. `bitbucket_workspace_pipeline_variable_get` [# ](#bitbucket_workspace_pipeline_variable_get)Returns a specific workspace pipeline variable by UUID. 2 params ▾ Returns a specific workspace pipeline variable by UUID. Name Type Required Description `variable_uuid` string required The UUID of the variable. `workspace` string required The workspace slug or UUID. `bitbucket_workspace_pipeline_variable_update` [# ](#bitbucket_workspace_pipeline_variable_update)Updates a workspace pipeline variable. 5 params ▾ Updates a workspace pipeline variable. Name Type Required Description `key` string required Variable name. `value` string required Variable value. `variable_uuid` string required The UUID of the variable. `workspace` string required The workspace slug or UUID. `secured` string optional Whether the variable is secret. `bitbucket_workspace_pipeline_variables_list` [# ](#bitbucket_workspace_pipeline_variables_list)Lists all pipeline variables defined at the workspace level. 1 param ▾ Lists all pipeline variables defined at the workspace level. Name Type Required Description `workspace` string required The workspace slug or UUID. `bitbucket_workspace_project_create` [# ](#bitbucket_workspace_project_create)Creates a new project in a workspace. 5 params ▾ Creates a new project in a workspace. Name Type Required Description `key` string required Unique key for the project (uppercase letters/numbers). `name` string required Name of the project. `workspace` string required The workspace slug or UUID. `description` string optional Description of the project. `is_private` string optional Whether the project is private. `bitbucket_workspace_project_delete` [# ](#bitbucket_workspace_project_delete)Deletes a project from a workspace. 2 params ▾ Deletes a project from a workspace. Name Type Required Description `project_key` string required The project key. `workspace` string required The workspace slug or UUID. `bitbucket_workspace_project_get` [# ](#bitbucket_workspace_project_get)Returns a specific project from a workspace by project key. 2 params ▾ Returns a specific project from a workspace by project key. Name Type Required Description `project_key` string required The project key (e.g. PROJ). `workspace` string required The workspace slug or UUID. `bitbucket_workspace_project_update` [# ](#bitbucket_workspace_project_update)Updates an existing project in a workspace. 6 params ▾ Updates an existing project in a workspace. Name Type Required Description `key` string required The project key to set in the request body. To keep the existing key, pass the same value as project\_key. To rename the key, pass the new key here. `name` string required Updated name of the project. `project_key` string required The current project key used in the URL path to identify which project to update (e.g. PROJ). `workspace` string required The workspace slug or UUID. `description` string optional Updated description. `is_private` string optional Whether the project is private. `bitbucket_workspace_projects_list` [# ](#bitbucket_workspace_projects_list)Lists all projects in a workspace. 1 param ▾ Lists all projects in a workspace. Name Type Required Description `workspace` string required The workspace slug or UUID. `bitbucket_workspace_search_code` [# ](#bitbucket_workspace_search_code)Searches for code across all repositories in a workspace. 4 params ▾ Searches for code across all repositories in a workspace. Name Type Required Description `search_query` string required Code search query string. `workspace` string required The workspace slug or UUID. `page` integer optional Page number for pagination. `pagelen` integer optional Number of results per page (max 100). --- # DOCUMENT BOUNDARY --- # Bitly MCP connector > Connect with Bitly MCP for URL shortening, link analytics, and branded links. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'bitlymcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Bitly MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'bitlymcp_get_custom_domains', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "bitlymcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Bitly MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="bitlymcp_get_custom_domains", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Create and manage short links** — shorten URLs, create links with custom back-halves, update link metadata, and delete links * **Create and manage QR codes** — generate QR codes for links, update QR code settings, and retrieve QR code images * **Analyze link performance** — get click summaries, engagement metrics, and breakdowns by city, country, device, referrer, and referring domain * **Analyze QR code scans** — get scan summaries and breakdowns by city, country, device, and browser * **Analyze group-level engagement** — query top links, clicks, scans, and engagement trends across all links in a group * **Manage account structure** — retrieve organizations, groups, custom domains, and user details ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `bitlymcp_bulk_upload_file` [# ](#bitlymcp_bulk_upload_file)Upload a CSV or XLSX file to the signed URL returned by bulk\_upload\_validate. Pass the upload\_url, headers, and file\_content from the validate response. Requires an enterprise plan. 6 params ▾ Upload a CSV or XLSX file to the signed URL returned by bulk\_upload\_validate. Pass the upload\_url, headers, and file\_content from the validate response. Requires an enterprise plan. Name Type Required Description `file_content` string required The actual file content (CSV or XLSX file bytes as a string) from the conversation context. `headers` object required The headers map returned from bulk\_upload\_validate (as a JSON object with string keys and string values). `upload_url` string required The signed upload URL returned from bulk\_upload\_validate. `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `content_type` string optional MIME type for the upload. e.g. text/csv for CSV files or application/vnd.openxmlformats-officedocument.spreadsheetml.sheet for XLSX. `response_format` string optional 'text' (default) or 'json' `bitlymcp_bulk_upload_validate` [# ](#bitlymcp_bulk_upload_validate)Validate a bulk upload request and get a signed upload URL. upload\_type: 'link' (links only), 'qr\_code' (QR codes, requires template\_id), 'coupled\_link' (both, requires template\_id). Template IDs: 'QTDTmplWLogo' (with Bitly logo), 'QTDTmplNLogo' (without). Returns upload\_url and headers for use with bulk\_upload\_file. Requires an enterprise plan. 7 params ▾ Validate a bulk upload request and get a signed upload URL. upload\_type: 'link' (links only), 'qr\_code' (QR codes, requires template\_id), 'coupled\_link' (both, requires template\_id). Template IDs: 'QTDTmplWLogo' (with Bitly logo), 'QTDTmplNLogo' (without). Returns upload\_url and headers for use with bulk\_upload\_file. Requires an enterprise plan. Name Type Required Description `filename` string required Logical filename for the bulk upload (for example, "contacts.csv" or "links.xlsx"). `upload_type` string required Type of bulk upload. Must be exactly one of: "link", "qr\_code", or "coupled\_link". `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `domain` string optional Optional short domain to use for created links. If omitted, backend defaults and validation apply. `group_guid` string optional Optional group GUID to associate with this bulk upload. If omitted, the default group may be used. `response_format` string optional 'text' (default) or 'json' `template_id` string optional QR code template ID. Required for qr\_code and coupled\_link uploads. Use 'QTDTmplWLogo' to include Bitly logo, 'QTDTmplNLogo' to exclude it. `bitlymcp_create_qr_code` [# ](#bitlymcp_create_qr_code)Create a QR code linked to a URL. Supports visual customizations (colors, patterns). Use create\_short\_link\_with\_qr to create both a short link and QR code in one step. 8 params ▾ Create a QR code linked to a URL. Supports visual customizations (colors, patterns). Use create\_short\_link\_with\_qr to create both a short link and QR code in one step. Name Type Required Description `group_guid` string required The GUID of the group to create the QR code in `long_url` string required The destination URL for the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `archived` boolean optional Whether the QR code should be archived (default: false) `bitlink_id` string optional Existing short link ID to use as destination `render_customizations` object optional Visual customizations for the QR code as a JSON object. e.g. {"dot\_pattern\_color": "#EF8000", "dot\_pattern\_type": "rounded", "background\_color": "#ffffff"}. Supports corner colors, gradient, and logo configuration. `response_format` string optional 'text' (default) or 'json' `title` string optional The title of the QR code `bitlymcp_create_short_link` [# ](#bitlymcp_create_short_link)Create a Bitly short link from a long URL. Optionally set a custom back-half (keyword), title, tags, domain, or group. Returns the short link ID for use with other tools. 9 params ▾ Create a Bitly short link from a long URL. Optionally set a custom back-half (keyword), title, tags, domain, or group. Returns the short link ID for use with other tools. Name Type Required Description `long_url` string required The URL to be shortened. Must be a valid HTTP or HTTPS URL. Required if bitlink\_id is not provided. `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `bitlink_id` string optional An existing Bitly link to add a custom back-half to. Use with keyword parameter. Required if long\_url is not provided. `domain` string optional Custom short domain to use (e.g., 'bit.ly', 'custom-domain.com'). Uses group default if not specified. `group_guid` string optional GUID of the group to create the short link in. Uses user's default group if not specified. `keyword` string optional Custom back-half for the short link (e.g. 'summer-sale' creates 'bit.ly/summer-sale'). Must be unique. Omit for a random hash. `response_format` string optional 'text' (default) or 'json' `tags` array optional Array of strings to tag the short link for organization (e.g., \['campaign', 'social-media']) `title` string optional Custom title for the short link to help with organization and identification. `bitlymcp_create_short_link_with_qr` [# ](#bitlymcp_create_short_link_with_qr)Create a short link and a QR code for the same URL in one step. The QR code is tied to the new short link. 12 params ▾ Create a short link and a QR code for the same URL in one step. The QR code is tied to the new short link. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `long_url` string required URL to shorten. Required unless bitlink\_id is provided (same rules as create\_short\_link). `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `archived` boolean optional Whether the QR code should be archived (default: false). `bitlink_id` string optional The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `domain` string optional Custom short domain (e.g. bit.ly). `keyword` string optional Custom back-half for the short link. `qr_title` string optional Title for the QR code; defaults to the link title when omitted. `render_customizations` object optional Visual customizations for the QR code as a JSON object. e.g. {"dot\_pattern\_color": "#EF8000", "dot\_pattern\_type": "rounded", "background\_color": "#ffffff"}. Supports corner colors, gradient, and logo configuration. `response_format` string optional 'text' (default) or 'json' `tags` array optional Tags for the short link. `title` string optional Title for the short link. `bitlymcp_delete_short_link` [# ](#bitlymcp_delete_short_link)Permanently delete a non-customized short link. Cannot be undone. Analytics data is preserved. 3 params ▾ Permanently delete a non-customized short link. Cannot be undone. Analytics data is preserved. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_expand` [# ](#bitlymcp_expand)Look up the original long URL behind any Bitly short link. Returns destination URL and creation timestamp. 3 params ▾ Look up the original long URL behind any Bitly short link. Returns destination URL and creation timestamp. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_custom_domains` [# ](#bitlymcp_get_custom_domains)List all custom domains (branded short domains) available to the user. These can be used instead of 'bit.ly' when creating links. 2 params ▾ List all custom domains (branded short domains) available to the user. These can be used instead of 'bit.ly' when creating links. Name Type Required Description `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_custom_link_details` [# ](#bitlymcp_get_custom_link_details)Get metadata and override history for a custom link (vanity URL). Use the custom\_bitlink field (e.g. yourdomain.com/path). 3 params ▾ Get metadata and override history for a custom link (vanity URL). Use the custom\_bitlink field (e.g. yourdomain.com/path). Name Type Required Description `custom_bitlink` string required The short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_group_details` [# ](#bitlymcp_get_group_details)Get metadata for a specific group by GUID, including name, organization, creation date, and BSDs. 3 params ▾ Get metadata for a specific group by GUID, including name, organization, creation date, and BSDs. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_group_engagements_cities` [# ](#bitlymcp_get_group_engagements_cities)Get engagement metrics (clicks + scans) for all links in a group, broken down by city. Requires a paid Bitly plan. 7 params ▾ Get engagement metrics (clicks + scans) for all links in a group, broken down by city. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_engagements_countries` [# ](#bitlymcp_get_group_engagements_countries)Get engagement metrics (clicks + scans) for all links in a group, broken down by country. Requires a paid Bitly plan. 7 params ▾ Get engagement metrics (clicks + scans) for all links in a group, broken down by country. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_engagements_devices` [# ](#bitlymcp_get_group_engagements_devices)Get engagement metrics (clicks + scans) for all links in a group, broken down by device type. Requires a paid Bitly plan. 7 params ▾ Get engagement metrics (clicks + scans) for all links in a group, broken down by device type. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_engagements_over_time` [# ](#bitlymcp_get_group_engagements_over_time)Get engagement metrics (clicks + scans) for all links in a group as a time series. Requires a paid Bitly plan. 6 params ▾ Get engagement metrics (clicks + scans) for all links in a group as a time series. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_engagements_referrers` [# ](#bitlymcp_get_group_engagements_referrers)Get engagement metrics for all links in a group broken down by referrer source (Facebook, Google, direct, etc.). Requires a paid Bitly plan. 7 params ▾ Get engagement metrics for all links in a group broken down by referrer source (Facebook, Google, direct, etc.). Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_engagements_referring_networks` [# ](#bitlymcp_get_group_engagements_referring_networks)Get engagement metrics for all links in a group broken down by referring network category. Requires a paid Bitly plan. 7 params ▾ Get engagement metrics for all links in a group broken down by referring network category. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_engagements_top` [# ](#bitlymcp_get_group_engagements_top)Get top-performing links in a group ranked by total engagements. Requires a paid Bitly plan. 7 params ▾ Get top-performing links in a group ranked by total engagements. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_clicks_cities` [# ](#bitlymcp_get_group_links_clicks_cities)Get click metrics for all links in a group, broken down by city. Requires a paid Bitly plan. 7 params ▾ Get click metrics for all links in a group, broken down by city. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_clicks_countries` [# ](#bitlymcp_get_group_links_clicks_countries)Get click metrics for all links in a group, broken down by country. Requires a paid Bitly plan. 7 params ▾ Get click metrics for all links in a group, broken down by country. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_clicks_devices` [# ](#bitlymcp_get_group_links_clicks_devices)Get click metrics for all links in a group, broken down by device OS (iOS, Android, Windows, etc.). Requires a paid Bitly plan. 7 params ▾ Get click metrics for all links in a group, broken down by device OS (iOS, Android, Windows, etc.). Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_clicks_over_time` [# ](#bitlymcp_get_group_links_clicks_over_time)Get click metrics for all links in a group as a time series. Requires a paid Bitly plan. 6 params ▾ Get click metrics for all links in a group as a time series. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_clicks_referrers` [# ](#bitlymcp_get_group_links_clicks_referrers)Get click metrics for all links in a group broken down by referrer source. Requires a paid Bitly plan. 7 params ▾ Get click metrics for all links in a group broken down by referrer source. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_clicks_top` [# ](#bitlymcp_get_group_links_clicks_top)Get top-performing links in a group ranked by total clicks. Requires a paid Bitly plan. 7 params ▾ Get top-performing links in a group ranked by total clicks. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_scans_cities` [# ](#bitlymcp_get_group_links_scans_cities)Get QR scan metrics for all links in a group, broken down by city. Requires a paid Bitly plan. 7 params ▾ Get QR scan metrics for all links in a group, broken down by city. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_scans_countries` [# ](#bitlymcp_get_group_links_scans_countries)Get QR scan metrics for all links in a group, broken down by country. Requires a paid Bitly plan. 7 params ▾ Get QR scan metrics for all links in a group, broken down by country. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_scans_over_time` [# ](#bitlymcp_get_group_links_scans_over_time)Get QR scan metrics for all links in a group as a time series. Requires a paid Bitly plan. 6 params ▾ Get QR scan metrics for all links in a group as a time series. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_links_scans_top` [# ](#bitlymcp_get_group_links_scans_top)Get top-performing links in a group ranked by total QR scans. Requires a paid Bitly plan. 7 params ▾ Get top-performing links in a group ranked by total QR scans. Requires a paid Bitly plan. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_group_qr_codes` [# ](#bitlymcp_get_group_qr_codes)List QR codes in a group with optional search and pagination. 7 params ▾ List QR codes in a group with optional search and pagination. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `archived` string optional Filter by archived status: 'on' (archived only), 'off' (non-archived only), 'both' (all) `query` string optional Search term to filter QR codes by title or destination URL `response_format` string optional 'text' (default) or 'json' `search_after` string optional Pagination cursor for retrieving next page of results `size` string optional Number of QR codes to return (default: 50, max: 100) `bitlymcp_get_group_short_links` [# ](#bitlymcp_get_group_short_links)List links in a group with optional filtering by query or date range, and pagination. 9 params ▾ List links in a group with optional filtering by query or date range, and pagination. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `archived` string optional Filter by archived status: 'on' (archived only), 'off' (non-archived only), 'both' (all) `created_after` string optional Filter links created after this timestamp (ISO 8601 format) `created_before` string optional Filter links created before this timestamp (ISO 8601 format) `query` string optional Search term to filter links by title, destination URL, or short URL `response_format` string optional 'text' (default) or 'json' `search_after` string optional Pagination cursor for retrieving next page of results `size` string optional Number of links to return (default: 50, max: 100) `bitlymcp_get_group_short_links_sorted` [# ](#bitlymcp_get_group_short_links_sorted)List links in a group ranked by click performance. Requires sort='clicks'. Supports time-range filtering. 8 params ▾ List links in a group ranked by click performance. Requires sort='clicks'. Supports time-range filtering. Name Type Required Description `group_guid` string required The unique identifier of the group (workspace) `sort` string required Sort method for the results. Currently supported: 'clicks' (rank by click performance) `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_groups` [# ](#bitlymcp_get_groups)List all groups (workspaces) the authenticated user has access to. Groups contain links and QR codes. Use the returned group\_guid with other tools. 3 params ▾ List all groups (workspaces) the authenticated user has access to. Groups contain links and QR codes. Use the returned group\_guid with other tools. Name Type Required Description `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `organization_guid` string optional Optional organization GUID to filter groups by specific organization. If provided, only groups belonging to this organization will be returned. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_organizations` [# ](#bitlymcp_get_organizations)List all organizations the authenticated user belongs to, including org GUIDs, names, tier, and associated custom domains. 2 params ▾ List all organizations the authenticated user belongs to, including org GUIDs, names, tier, and associated custom domains. Name Type Required Description `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_qr_code` [# ](#bitlymcp_get_qr_code)Get metadata for a QR code by qrcode\_id: destination URL, type, customizations, and creation date. 3 params ▾ Get metadata for a QR code by qrcode\_id: destination URL, type, customizations, and creation date. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_qr_code_image` [# ](#bitlymcp_get_qr_code_image)Get the QR code image as a base64 data URI in SVG (default) or PNG format. Note: most AI UIs cannot render raw image data. 4 params ▾ Get the QR code image as a base64 data URI in SVG (default) or PNG format. Note: most AI UIs cannot render raw image data. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `format` string optional Image format: 'svg' or 'png' (default: svg) `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_qr_scan_metrics` [# ](#bitlymcp_get_qr_scan_metrics)Get QR scan metrics as a time series for a specific QR code. Requires a paid Bitly plan. 6 params ▾ Get QR scan metrics as a time series for a specific QR code. Requires a paid Bitly plan. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_qr_scan_summary` [# ](#bitlymcp_get_qr_scan_summary)Get total scan count for a specific QR code over a time range. Requires a paid Bitly plan. 6 params ▾ Get total scan count for a specific QR code over a time range. Requires a paid Bitly plan. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_qr_scans_by_browser` [# ](#bitlymcp_get_qr_scans_by_browser)Get QR scan metrics for a specific QR code broken down by browser. Requires a paid Bitly plan. 7 params ▾ Get QR scan metrics for a specific QR code broken down by browser. Requires a paid Bitly plan. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_qr_scans_by_city` [# ](#bitlymcp_get_qr_scans_by_city)Get QR scan metrics for a specific QR code broken down by city. Requires a paid Bitly plan. 7 params ▾ Get QR scan metrics for a specific QR code broken down by city. Requires a paid Bitly plan. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_qr_scans_by_country` [# ](#bitlymcp_get_qr_scans_by_country)Get QR scan metrics for a specific QR code broken down by country. Requires a paid Bitly plan. 7 params ▾ Get QR scan metrics for a specific QR code broken down by country. Requires a paid Bitly plan. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_qr_scans_by_device` [# ](#bitlymcp_get_qr_scans_by_device)Get QR scan metrics for a specific QR code broken down by device OS. Requires a paid Bitly plan. 7 params ▾ Get QR scan metrics for a specific QR code broken down by device OS. Requires a paid Bitly plan. Name Type Required Description `qrcode_id` string required The unique identifier of the QR code `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_get_short_link_details` [# ](#bitlymcp_get_short_link_details)Get full details for a short link: destination URL, title, tags, creation date, and archived status. 3 params ▾ Get full details for a short link: destination URL, title, tags, creation date, and archived status. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_get_user` [# ](#bitlymcp_get_user)Get the authenticated user's profile including email addresses, 2FA status, and default group GUID. 2 params ▾ Get the authenticated user's profile including email addresses, 2FA status, and default group GUID. Name Type Required Description `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `bitlymcp_link_cities` [# ](#bitlymcp_link_cities)Get click metrics for a specific short link broken down by city. 7 params ▾ Get click metrics for a specific short link broken down by city. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_clicks_summary` [# ](#bitlymcp_link_clicks_summary)Get total click count for a specific short link over a time range. Returns aggregate clicks only, no time-series breakdown. 6 params ▾ Get total click count for a specific short link over a time range. Returns aggregate clicks only, no time-series breakdown. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_countries` [# ](#bitlymcp_link_countries)Get click metrics for a specific short link broken down by country. 7 params ▾ Get click metrics for a specific short link broken down by country. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_devices` [# ](#bitlymcp_link_devices)Get click metrics for a specific short link broken down by device type (mobile, desktop, tablet). 7 params ▾ Get click metrics for a specific short link broken down by device type (mobile, desktop, tablet). Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_engagements` [# ](#bitlymcp_link_engagements)Get engagement metrics (clicks + QR scans) as a time series for a specific short link. 6 params ▾ Get engagement metrics (clicks + QR scans) as a time series for a specific short link. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_engagements_summary` [# ](#bitlymcp_link_engagements_summary)Get total engagement count (clicks + QR scans) for a specific short link. Returns aggregate only, no time-series breakdown. 6 params ▾ Get total engagement count (clicks + QR scans) for a specific short link. Returns aggregate only, no time-series breakdown. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_metrics` [# ](#bitlymcp_link_metrics)Get click metrics and time-series data for a specific short link. Returns total clicks and per-period breakdown. 6 params ▾ Get click metrics and time-series data for a specific short link. Returns total clicks and per-period breakdown. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_referrers` [# ](#bitlymcp_link_referrers)Get click metrics for a specific short link broken down by referrer source. 7 params ▾ Get click metrics for a specific short link broken down by referrer source. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_link_referring_domains` [# ](#bitlymcp_link_referring_domains)Get click metrics for a specific short link broken down by referring domain. 7 params ▾ Get click metrics for a specific short link broken down by referring domain. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `response_format` string optional 'text' (default) or 'json' `size` string optional Maximum number of results to return (default varies) `unit` string optional Time granularity for metrics data: 'minute', 'hour', 'day', 'week', or 'month'. Determines how metrics are grouped by time. default: day `unit_reference` string optional ISO 8601 end timestamp for the time range. The range covers the last 'units' periods ending on this date. e.g. 2024-01-31T00:00:00+0000 `units` string optional Number of time periods to include (e.g., '7' with unit='day' returns 7 days of data). Defaults to 30 when not specified. `bitlymcp_update_qr_code` [# ](#bitlymcp_update_qr_code)Update a QR code's title, visual customizations, or archived status. 6 params ▾ Update a QR code's title, visual customizations, or archived status. Name Type Required Description `qrcode_id` string required The QR code ID to update `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `archived` boolean optional Whether the QR code should be archived `render_customizations` object optional Visual customizations for the QR code as a JSON object. e.g. {"dot\_pattern\_color": "#EF8000", "dot\_pattern\_type": "rounded", "background\_color": "#ffffff"}. Supports corner colors, gradient, and logo configuration. `response_format` string optional 'text' (default) or 'json' `title` string optional The new title for the QR code `bitlymcp_update_short_link` [# ](#bitlymcp_update_short_link)Update a short link's title, tags, or archived status. Changing the destination URL requires a paid plan. 7 params ▾ Update a short link's title, tags, or archived status. Changing the destination URL requires a paid plan. Name Type Required Description `bitlink_id` string required The complete short link in 'domain/hash' format (e.g., 'bit.ly/ABC123' or 'custom-domain.com/keyword') `_meta` object optional Optional metadata about this request. Include user\_prompt, caller\_agent (e.g. claude), intent\_classification, conversation\_id. `archived` boolean optional Set to true to archive the short link, false to unarchive it. Archived links are hidden from most views but still work. `long_url` string optional New destination URL to redirect the short link to. Use this to change where the short link points. `response_format` string optional 'text' (default) or 'json' `tags` array optional Array of strings to replace the current tags. Pass empty array to remove all tags. Leave undefined to keep current tags. `title` string optional New title for the short link. Leave empty to keep current title unchanged. --- # DOCUMENT BOUNDARY --- # Bitquery MCP connector > Connect to Bitquery MCP. Query on-chain DEX trading data, token prices, OHLCV series, trader profiles, and trending tokens across multiple blockchains... 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'bitquerymcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Bitquery MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'bitquerymcp_find_currencies', 25 toolInput: { query: 'YOUR_QUERY' }, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "bitquerymcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Bitquery MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={"query":"YOUR_QUERY"}, 27 tool_name="bitquerymcp_find_currencies", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Tokens trending, find** — Find trending tokens by volume or trade count on a blockchain over a given time window * **Profile trader** — Get a summary profile of a wallet’s recent trading behavior, including tokens traded and volume * **Positions trader** — Retrieve the current token positions held by a trader wallet across blockchains * **Activity trader** — Retrieve a wallet’s trading activity bucketed by time interval to show trading patterns * **Token top traders by, profitable traders by, accumulating traders by** — Find the most active or highest-volume traders for a specific token over a given time window * **Pair top traders by** — Find the top traders for a specific base/quote token pair over a given time window ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `bitquerymcp_accumulating_traders_by_token` [# ](#bitquerymcp_accumulating_traders_by_token)Find wallets with the highest net buy volume for a token over a given time window. 5 params ▾ Find wallets with the highest net buy volume for a token over a given time window. Name Type Required Description `address` string required Token contract address. Lowercase 0x-hex for EVM; base58 for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `limit` integer optional Max traders to return. `min_net_buy_usd` integer optional Filter out traders whose net accumulation is below this USD threshold. `window_hours` integer optional Look-back window in hours. Max 720 (30 days). `bitquerymcp_currency_ohlcv` [# ](#bitquerymcp_currency_ohlcv)Retrieve OHLCV (open, high, low, close, volume) price series for a well-known currency like USDC, USDT, or WETH. 4 params ▾ Retrieve OHLCV (open, high, low, close, volume) price series for a well-known currency like USDC, USDT, or WETH. Name Type Required Description `currency_id` string required Currency\_Id — lower-case name for well-known currencies (e.g. usdc, usdt, weth), or \`bid:\\` for native currencies (e.g. bid:eth, bid:solana). `interval_seconds` integer optional Candle size in seconds. One of 1, 3, 5, 10, 30, 60, 300, 900, 1800, 3600. `limit` integer optional Max candles to return (most recent first). `window_hours` integer optional Look-back window in hours from now. Keep reasonable relative to interval size. `bitquerymcp_currency_price` [# ](#bitquerymcp_currency_price)Get the latest price for a well-known currency such as USDC, USDT, or WETH. 1 param ▾ Get the latest price for a well-known currency such as USDC, USDT, or WETH. Name Type Required Description `currency_id` string required Currency\_Id — lower-case name for well-known currencies (e.g. usdc, usdt, weth), or \`bid:\\` for native currencies (e.g. bid:eth, bid:solana). `bitquerymcp_currency_supply` [# ](#bitquerymcp_currency_supply)Retrieve the total and circulating supply for a well-known currency. 1 param ▾ Retrieve the total and circulating supply for a well-known currency. Name Type Required Description `currency_id` string required Currency\_Id — lower-case name for well-known currencies (e.g. usdc, usdt, weth), or \`bid:\\` for native currencies (e.g. bid:eth, bid:solana). `bitquerymcp_execute_sql` [# ](#bitquerymcp_execute_sql)Execute a raw SQL query against the Bitquery blockchain data warehouse and return the results. 1 param ▾ Execute a raw SQL query against the Bitquery blockchain data warehouse and return the results. Name Type Required Description `sql` string required The SQL statement to execute. `bitquerymcp_find_currencies` [# ](#bitquerymcp_find_currencies)Search for well-known currencies by name or symbol and return matching results. 2 params ▾ Search for well-known currencies by name or symbol and return matching results. Name Type Required Description `query` string required Case-insensitive substring matched against Currency\_Name and Currency\_Symbol (e.g. "usdc", "ether"). `limit` integer optional Max rows to return. `bitquerymcp_find_token_by_address` [# ](#bitquerymcp_find_token_by_address)Look up a token's metadata and trading details using its contract address and blockchain. 2 params ▾ Look up a token's metadata and trading details using its contract address and blockchain. Name Type Required Description `address` string required Token address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string required Token\_Network — one of Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, Solana. `bitquerymcp_find_tokens` [# ](#bitquerymcp_find_tokens)Search for tokens by name or symbol across one or all blockchains and return matching results. 3 params ▾ Search for tokens by name or symbol across one or all blockchains and return matching results. Name Type Required Description `query` string required Case-insensitive substring matched against Token\_Name and Token\_Symbol (e.g. "pepe", "wrapped eth"). `blockchain` string optional Exact Token\_Network to restrict to — one of Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, Solana. Pass empty string to search all chains. `limit` integer optional Max rows to return. `bitquerymcp_pair_ohlcv` [# ](#bitquerymcp_pair_ohlcv)Retrieve OHLCV price series for a specific base/quote token pair on a given blockchain. 7 params ▾ Retrieve OHLCV price series for a specific base/quote token pair on a given blockchain. Name Type Required Description `base_address` string required Base token contract address (the asset being priced). Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. Base and quote must be on the same network. `quote_address` string required Quote token contract address (the asset the price is expressed in — e.g. WETH, USDC, WSOL). `interval_seconds` integer optional Candle size in seconds. One of 1, 3, 5, 10, 30, 60, 300, 900, 1800, 3600. `limit` integer optional Max candles to return (most recent first). `quote_in` string optional "usd" (default) for USD-priced candles; "quote" for candles priced in the quote token. `window_hours` integer optional Look-back window in hours from now. `bitquerymcp_pair_price` [# ](#bitquerymcp_pair_price)Get the latest price of a base token denominated in a quote token on a given blockchain. 3 params ▾ Get the latest price of a base token denominated in a quote token on a given blockchain. Name Type Required Description `base_address` string required Base token contract address (the asset whose price and supply you want). Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. Base and quote must be on the same network. `quote_address` string required Quote token contract address (the asset the price is expressed in — e.g. WETH, USDC, WSOL). `bitquerymcp_profitable_traders_by_token` [# ](#bitquerymcp_profitable_traders_by_token)Find the most profitable traders (by realized PnL) for a token over a given time window. 5 params ▾ Find the most profitable traders (by realized PnL) for a token over a given time window. Name Type Required Description `address` string required Token contract address. Lowercase 0x-hex for EVM; base58 for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `limit` integer optional Max traders to return. `min_pnl_usd` integer optional Filter out traders whose estimated total P\&L is below this USD threshold. `window_hours` integer optional Look-back window in hours. Max 720 (30 days). `bitquerymcp_token_ohlcv` [# ](#bitquerymcp_token_ohlcv)Retrieve OHLCV price series for a token by contract address on a given blockchain. 5 params ▾ Retrieve OHLCV price series for a token by contract address on a given blockchain. Name Type Required Description `address` string required Token contract address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `interval_seconds` integer optional Candle size in seconds. One of 1, 3, 5, 10, 30, 60, 300, 900, 1800, 3600. `limit` integer optional Max candles to return (most recent first). `window_hours` integer optional Look-back window in hours from now. Keep reasonable relative to interval size (e.g. 24 for 1m candles, 720 for 1h candles). `bitquerymcp_token_price` [# ](#bitquerymcp_token_price)Get the latest price and market cap for a token by its contract address. 2 params ▾ Get the latest price and market cap for a token by its contract address. Name Type Required Description `address` string required Token contract address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `bitquerymcp_token_supply` [# ](#bitquerymcp_token_supply)Retrieve the total and circulating supply for a token by its contract address. 2 params ▾ Retrieve the total and circulating supply for a token by its contract address. Name Type Required Description `address` string required Token contract address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `bitquerymcp_top_traders_by_network` [# ](#bitquerymcp_top_traders_by_network)Find the most active or highest-volume DEX traders on a blockchain over a given time window. 5 params ▾ Find the most active or highest-volume DEX traders on a blockchain over a given time window. Name Type Required Description `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `limit` integer optional Max traders to return. `min_trade_usd` integer optional Minimum per-trade USD size to count. 0 = all trades. `sort` string optional One of volume\_usd, trades. `window_hours` integer optional Look-back window in hours. Keep small — max 24. `bitquerymcp_top_traders_by_pair` [# ](#bitquerymcp_top_traders_by_pair)Find the top traders for a specific base/quote token pair over a given time window. 6 params ▾ Find the top traders for a specific base/quote token pair over a given time window. Name Type Required Description `base_address` string required Base token contract address (the asset whose net position you want to measure). Lowercase 0x-hex for EVM; base58 for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `quote_address` string required Quote token contract address (the asset used to price the base — e.g. WETH, USDC, USDT). `limit` integer optional Max traders to return. `sort` string optional One of volume\_usd, trades, net\_buy\_usd, realized\_usd. `window_hours` integer optional Look-back window in hours. Max 720 (30 days). `bitquerymcp_top_traders_by_token` [# ](#bitquerymcp_top_traders_by_token)Find the most active or highest-volume traders for a specific token over a given time window. 5 params ▾ Find the most active or highest-volume traders for a specific token over a given time window. Name Type Required Description `address` string required Token contract address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string required Token\_Network — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, or Solana. `limit` integer optional Max traders to return. `sort` string optional One of volume\_usd, trades, net\_buy\_usd, realized\_usd. `window_hours` integer optional Look-back window in hours. Max 720 (30 days). `bitquerymcp_trader_activity` [# ](#bitquerymcp_trader_activity)Retrieve a wallet's trading activity bucketed by time interval to show trading patterns. 4 params ▾ Retrieve a wallet's trading activity bucketed by time interval to show trading patterns. Name Type Required Description `trader_address` string required Wallet address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `bucket` string optional Time-bucket granularity. One of minute, fifteenmin, hour (default), day. `limit` integer optional Max buckets to return (most recent first). `window_hours` integer optional Look-back window in hours. Max 720 (30 days). `bitquerymcp_trader_positions` [# ](#bitquerymcp_trader_positions)Retrieve the current token positions held by a trader wallet across blockchains. 6 params ▾ Retrieve the current token positions held by a trader wallet across blockchains. Name Type Required Description `trader_address` string required Wallet address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `blockchain` string optional Optional Token\_Network filter. Pass '' for all chains. `limit` integer optional Max positions to return. `min_position_usd` integer optional Keep only positions whose |Position\_Value\_Usd| ≥ this USD threshold. `sort` string optional One of position\_usd, pnl\_usd, realized\_usd, volume\_usd, last\_trade. `window_hours` integer optional Look-back window in hours. Max 720 (30 days). `bitquerymcp_trader_profile` [# ](#bitquerymcp_trader_profile)Get a summary profile of a wallet's recent trading behavior, including tokens traded and volume. 2 params ▾ Get a summary profile of a wallet's recent trading behavior, including tokens traded and volume. Name Type Required Description `trader_address` string required Wallet address. Lowercase 0x-hex for EVM; base58 as-is for Solana/Tron. `window_hours` integer optional Look-back window in hours. Max 720 (30 days). `bitquerymcp_trending_tokens` [# ](#bitquerymcp_trending_tokens)Find trending tokens by volume or trade count on a blockchain over a given time window. 5 params ▾ Find trending tokens by volume or trade count on a blockchain over a given time window. Name Type Required Description `blockchain` string optional Token\_Network to restrict to — Ethereum, Arbitrum, Base, Matic, Optimism, Binance Smart Chain, Tron, Solana. Pass empty string for all chains. `limit` integer optional Max tokens to return. `min_volume_usd` integer optional Minimum window USD volume to be included. Raise when ranking by price change to avoid illiquid noise. `sort` string optional One of volume\_usd, gainers, losers, price\_change. `window_hours` integer optional Look-back window in hours. Typical 1, 6, 24. Max 168. --- # DOCUMENT BOUNDARY --- # Box connector > Box is a cloud content management platform. Manage files, folders, users, groups, collaborations, tasks, comments, webhooks, search, and more using the... 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Box credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Connect Box to Scalekit so your agent can manage files, folders, users, tasks, and more on behalf of your users. Box uses OAuth 2.0 — users authorize access through Box’s login flow, and Scalekit handles token storage and refresh automatically. You will need: * A Box developer account (free at [developer.box.com](https://developer.box.com)) * Your Box OAuth app’s Client ID and Client Secret * The redirect URI from Scalekit to paste into Box 1. ### Create a Box OAuth app * Go to the [Box Developer Console](https://app.box.com/developers/console) and click **Create New App**. * Select **Custom App** as the app type. * Under authentication method, choose **User Authentication (OAuth 2.0)**. This lets your agent act on behalf of each user who authorizes access. * Enter an app name (e.g. “My Agent App”) and click **Create App**. ![](/.netlify/images?url=_astro%2Fbox-create-app.wHE_wZtb.png\&w=1200\&h=900\&dpl=6a3b904fcb23b100084833a2) 2. ### Copy the redirect URI from Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. * Find **Box** and click **Create**. * Click **Use your own credentials** and copy the redirect URI. It looks like: `https://.scalekit.cloud/sso/v1/oauth//callback` ![](/.netlify/images?url=_astro%2Fscalekit-search-box.C0z6eJsp.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) 3. ### Add the redirect URI to Box * In the [Box Developer Console](https://app.box.com/developers/console), open your app and go to the **Configuration** tab. * Under **OAuth 2.0 Redirect URI**, paste the redirect URI from Scalekit and click **Save Changes**. ![](/.netlify/images?url=_astro%2Fbox-dev-console.6d84g8vH.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) 4. ### Select scopes for your app Still on the **Configuration** tab in Box, scroll down to **Application Scopes** and enable the permissions your agent needs: | Scope | Required for | | ------------------------------ | ---------------------------------------------- | | `root_readonly` | Reading files and folders | | `root_readwrite` | Creating, updating, and deleting files/folders | | `manage_groups` | Creating and managing groups | | `manage_webhook` | Creating and managing webhooks | | `manage_managed_users` | Creating and managing enterprise users | | `manage_enterprise_properties` | Accessing enterprise events | Minimum required scope Enable at least `root_readonly` and `root_readwrite` to use the majority of Box tools. Add other scopes only for the tools you actually use. Click **Save Changes** after selecting scopes. 5. ### Add credentials in Scalekit * In the [Box Developer Console](https://app.box.com/developers/console), open your app → **Configuration** tab. * Copy your **Client ID** and **Client Secret**. * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections**, open the Box connection you created, and enter: * **Client ID** — from Box * **Client Secret** — from Box * **Scopes** — select the same scopes you enabled in Box (e.g. `root_readonly`, `root_readwrite`) ![](/.netlify/images?url=_astro%2Fadd-credentials.Cw-vm376.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) * Click **Save**. 6. ### Add a connected account for each user Each user who authorizes Box access becomes a connected account. During authorization, Box will show your app name and request the scopes you configured. **Via dashboard (for testing)** * In [Scalekit dashboard](https://app.scalekit.com), go to your Box connection → **Connected Accounts** → **Add Account**. * Enter a **User ID** (your internal identifier for this user, e.g. `user_123`). * Click **Add** — you will be redirected to Box’s OAuth consent screen to authorize. ![](/.netlify/images?url=_astro%2Fadd-connected-account.CS-N7oE6.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) **Via API (for production)** In production, generate an authorization link and redirect your user to it: * Node.js ```typescript 1 const { link } = await scalekit.actions.getAuthorizationLink({ 2 connectionName: 'box', 3 identifier: 'user_123', 4 }); 5 // Redirect your user to `link` ``` * Python ```python 1 link_response = scalekit_client.actions.get_authorization_link( 2 connection_name="box", 3 identifier="user_123", 4 ) 5 # Redirect your user to link_response.link ``` After the user authorizes, Scalekit stores their tokens. Your agent can then call Box tools on their behalf without any further redirects. Token refresh Scalekit automatically refreshes Box access tokens using the refresh token issued during authorization. If a user’s token ever expires, re-run the authorization link flow for that user. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'box' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Box:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'box_collections_list', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "box" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Box:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="box_collections_list", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Get file representations, webhook, web link** — Retrieves available representations for a file, such as thumbnails, PDFs, or extracted text * **List webhooks, users, user memberships** — Retrieves all webhooks for the application * **Update webhook, web link, user** — Updates a webhook’s address or triggers * **Delete webhook, web link, user** — Removes a webhook * **Create webhook, web link, user** — Creates a webhook to receive event notifications * **Restore trash folder, trash file** — Restores a folder from the trash ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 // List files in the root folder 2 const result = await actions.request({ 3 connectionName: 'box', 4 identifier: 'user_123', 5 path: '/2.0/folders/0/items', 6 method: 'GET', 7 }); 8 console.log(result); ``` * Python ```python 1 # List files in the root folder 2 result = actions.request( 3 connection_name="box", 4 identifier="user_123", 5 path="/2.0/folders/0/items", 6 method="GET", 7 ) 8 print(result) ``` File upload Box file uploads use a different base URL (`upload.box.com`) that is not covered by the Scalekit proxy. To upload files, extract the user’s OAuth token from the connected account and call the Box upload API directly using `https://upload.box.com/api/2.0/files/content`. List folder contents Start here to discover file and folder IDs. Use `"0"` for the root folder. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 toolName: 'box_folder_items_list', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 folder_id: '0', // root folder 7 }, 8 }); 9 // result.entries[] contains files and folders with their IDs ``` * Python ```python 1 result = actions.execute_tool( 2 tool_name="box_folder_items_list", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={"folder_id": "0"}, 6 ) 7 # result["entries"] contains files and folders with their IDs ``` Get file details * Node.js ```typescript 1 const file = await actions.executeTool({ 2 toolName: 'box_file_get', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { file_id: '12345678' }, 6 }); ``` * Python ```python 1 file = actions.execute_tool( 2 tool_name="box_file_get", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={"file_id": "12345678"}, 6 ) ``` Search Box * Node.js ```typescript 1 const results = await actions.executeTool({ 2 toolName: 'box_search', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 query: 'quarterly report', 7 type: 'file', 8 file_extensions: 'pdf,docx', 9 }, 10 }); ``` * Python ```python 1 results = actions.execute_tool( 2 tool_name="box_search", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "query": "quarterly report", 7 "type": "file", 8 "file_extensions": "pdf,docx", 9 }, 10 ) ``` Create a task on a file * Node.js ```typescript 1 const task = await actions.executeTool({ 2 toolName: 'box_task_create', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 file_id: '12345678', 7 message: 'Please review this document', 8 action: 'review', 9 due_at: '2025-12-31T00:00:00Z', 10 }, 11 }); 12 // task.id is the task ID — use it with box_task_assignment_create ``` * Python ```python 1 task = actions.execute_tool( 2 tool_name="box_task_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "file_id": "12345678", 7 "message": "Please review this document", 8 "action": "review", 9 "due_at": "2025-12-31T00:00:00Z", 10 }, 11 ) 12 # task["id"] is the task ID ``` Share a file * Node.js ```typescript 1 const link = await actions.executeTool({ 2 toolName: 'box_shared_link_file_create', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 file_id: '12345678', 7 access: 'company', // open | company | collaborators 8 can_download: true, 9 }, 10 }); ``` * Python ```python 1 link = actions.execute_tool( 2 tool_name="box_shared_link_file_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "file_id": "12345678", 7 "access": "company", 8 "can_download": True, 9 }, 10 ) ``` Create a webhook Webhooks require the `manage_webhook` scope. The `triggers` field is an array of event strings. * Node.js ```typescript 1 const webhook = await actions.executeTool({ 2 toolName: 'box_webhook_create', 3 connector: 'box', 4 identifier: 'user_123', 5 toolInput: { 6 target_id: '0', 7 target_type: 'folder', 8 address: 'https://your-app.com/webhooks/box', 9 triggers: ['FILE.UPLOADED', 'FILE.DELETED', 'FOLDER.CREATED'], 10 }, 11 }); ``` * Python ```python 1 webhook = actions.execute_tool( 2 tool_name="box_webhook_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "target_id": "0", 7 "target_type": "folder", 8 "address": "https://your-app.com/webhooks/box", 9 "triggers": ["FILE.UPLOADED", "FILE.DELETED", "FOLDER.CREATED"], 10 }, 11 ) ``` Add a collaborator to a folder Collaborations grant a user or group access to a specific file or folder. You need the user’s Box ID or email login. * Node.js ```typescript 1 // First, get the user's Box ID using box_users_list or box_user_me_get 2 const collab = await actions.executeTool({ 3 toolName: 'box_collaboration_create', 4 connector: 'box', 5 identifier: 'user_123', 6 toolInput: { 7 item_id: 'FOLDER_ID', 8 item_type: 'folder', 9 accessible_by_id: 'USER_BOX_ID', 10 accessible_by_type: 'user', 11 role: 'editor', 12 }, 13 }); 14 // To find the collaboration ID later, use box_folder_collaborations_list ``` * Python ```python 1 collab = actions.execute_tool( 2 tool_name="box_collaboration_create", 3 connection_name='box', 4 identifier='user_123', 5 tool_input={ 6 "item_id": "FOLDER_ID", 7 "item_type": "folder", 8 "accessible_by_id": "USER_BOX_ID", 9 "accessible_by_type": "user", 10 "role": "editor", 11 }, 12 ) 13 # To find the collaboration ID later, use box_folder_collaborations_list ``` Collaboration ID vs User ID The `collaboration_id` used by `box_collaboration_get`, `box_collaboration_update`, and `box_collaboration_delete` is **not** the same as the user’s Box user ID. Fetch the collaboration ID from `box_folder_collaborations_list` or `box_file_collaborations_list` after creating the collaboration. ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `box_collaboration_create` [# ](#box_collaboration_create)Grants a user or group access to a file or folder. 8 params ▾ Grants a user or group access to a file or folder. Name Type Required Description `accessible_by_id` string required ID of the user or group to collaborate with. `accessible_by_type` string required Type: user or group. `item_id` string required ID of the file or folder. `item_type` string required Type of item: file or folder. `role` string required Collaboration role: viewer, previewer, uploader, previewer\_uploader, viewer\_uploader, co-owner, or editor. `can_view_path` string optional Allow user to see path to item (true/false). `expires_at` string optional Expiry date in ISO 8601 format. `notify` string optional Notify collaborator via email (true/false). `box_collaboration_delete` [# ](#box_collaboration_delete)Removes a collaboration, revoking user or group access. 1 param ▾ Removes a collaboration, revoking user or group access. Name Type Required Description `collaboration_id` string required ID of the collaboration to delete. `box_collaboration_get` [# ](#box_collaboration_get)Retrieves details of a specific collaboration. 3 params ▾ Retrieves details of a specific collaboration. Name Type Required Description `collaboration_id` string required ID of the collaboration. `fields` string optional Comma-separated list of fields to return. `xero_tenant_id` string optional Xero tenant (organisation) ID. `box_collaboration_update` [# ](#box_collaboration_update)Updates the role or status of a collaboration. 5 params ▾ Updates the role or status of a collaboration. Name Type Required Description `collaboration_id` string required ID of the collaboration. `can_view_path` boolean optional Allow user to see path to item. `expires_at` string optional New expiry date in ISO 8601 format. `role` string optional New collaboration role. `status` string optional Collaboration status: accepted or rejected. `box_collection_items_list` [# ](#box_collection_items_list)Retrieves the items in a collection (e.g. Favorites). 4 params ▾ Retrieves the items in a collection (e.g. Favorites). Name Type Required Description `collection_id` string required ID of the collection. `fields` string optional Comma-separated list of fields to return. `limit` integer optional Max results. `offset` integer optional Pagination offset. `box_collections_list` [# ](#box_collections_list)Retrieves all collections (e.g. Favorites) for the user. 3 params ▾ Retrieves all collections (e.g. Favorites) for the user. Name Type Required Description `fields` string optional Comma-separated list of fields to return. `limit` integer optional Max results. `offset` integer optional Pagination offset. `box_comment_create` [# ](#box_comment_create)Adds a comment to a file. 4 params ▾ Adds a comment to a file. Name Type Required Description `item_id` string required ID of the file to comment on. `item_type` string required Type of item: file or comment. `message` string required Text of the comment. `tagged_message` string optional Comment text with @mentions using @\[user\_id:user\_name] syntax. `box_comment_delete` [# ](#box_comment_delete)Removes a comment. 1 param ▾ Removes a comment. Name Type Required Description `comment_id` string required ID of the comment to delete. `box_comment_get` [# ](#box_comment_get)Retrieves a comment. 2 params ▾ Retrieves a comment. Name Type Required Description `comment_id` string required ID of the comment. `fields` string optional Comma-separated list of fields to return. `box_comment_update` [# ](#box_comment_update)Updates the text of a comment. 2 params ▾ Updates the text of a comment. Name Type Required Description `comment_id` string required ID of the comment to update. `message` string required New text for the comment. `box_events_list` [# ](#box_events_list)Retrieves events from the event stream. 6 params ▾ Retrieves events from the event stream. Name Type Required Description `created_after` string optional Return events after this date (ISO 8601). `created_before` string optional Return events before this date (ISO 8601). `event_type` string optional Comma-separated list of event types to filter. `limit` integer optional Max events to return. `stream_position` string optional Pagination position from a previous response. `stream_type` string optional Event stream type: all, changes, sync, or admin\_logs. `box_file_collaborations_list` [# ](#box_file_collaborations_list)Retrieves all collaborations on a file. 2 params ▾ Retrieves all collaborations on a file. Name Type Required Description `file_id` string required ID of the file. `fields` string optional Comma-separated list of fields to return. `box_file_comments_list` [# ](#box_file_comments_list)Retrieves all comments on a file. 2 params ▾ Retrieves all comments on a file. Name Type Required Description `file_id` string required ID of the file. `fields` string optional Comma-separated list of fields to return. `box_file_copy` [# ](#box_file_copy)Creates a copy of a file in a specified folder. 3 params ▾ Creates a copy of a file in a specified folder. Name Type Required Description `file_id` string required ID of the file to copy. `parent_id` string required ID of the destination folder. `name` string optional New name for the copied file (optional). `box_file_delete` [# ](#box_file_delete)Moves a file to the trash. 1 param ▾ Moves a file to the trash. Name Type Required Description `file_id` string required ID of the file to delete. `box_file_get` [# ](#box_file_get)Retrieves detailed information about a file. 2 params ▾ Retrieves detailed information about a file. Name Type Required Description `file_id` string required ID of the file. `fields` string optional Comma-separated list of fields to return. `box_file_metadata_create` [# ](#box_file_metadata_create)Applies metadata to a file. 4 params ▾ Applies metadata to a file. Name Type Required Description `data_json` string required JSON object of metadata fields and values. `file_id` string required ID of the file. `scope` string required Scope: global or enterprise. `template_key` string required Metadata template key. `box_file_metadata_delete` [# ](#box_file_metadata_delete)Removes a metadata instance from a file. 3 params ▾ Removes a metadata instance from a file. Name Type Required Description `file_id` string required ID of the file. `scope` string required Scope: global or enterprise. `template_key` string required Metadata template key. `box_file_metadata_get` [# ](#box_file_metadata_get)Retrieves a specific metadata instance on a file. 3 params ▾ Retrieves a specific metadata instance on a file. Name Type Required Description `file_id` string required ID of the file. `scope` string required Scope: global or enterprise. `template_key` string required Metadata template key. `box_file_metadata_list` [# ](#box_file_metadata_list)Retrieves all metadata instances attached to a file. 1 param ▾ Retrieves all metadata instances attached to a file. Name Type Required Description `file_id` string required ID of the file. `box_file_representations_get` [# ](#box_file_representations_get)Retrieves available representations for a file, such as thumbnails, PDFs, or extracted text. Use the x\_rep\_hints parameter to request specific formats. 2 params ▾ Retrieves available representations for a file, such as thumbnails, PDFs, or extracted text. Use the x\_rep\_hints parameter to request specific formats. Name Type Required Description `file_id` string required ID of the file. `x_rep_hints` string required Hints for which representations to generate, e.g. \[pdf]\[extracted\_text]\[jpg?dimensions=320x320]. `box_file_tasks_list` [# ](#box_file_tasks_list)Retrieves all tasks associated with a file. 1 param ▾ Retrieves all tasks associated with a file. Name Type Required Description `file_id` string required ID of the file. `box_file_thumbnail_get` [# ](#box_file_thumbnail_get)Retrieves a thumbnail image for a file. 4 params ▾ Retrieves a thumbnail image for a file. Name Type Required Description `extension` string required Thumbnail format: jpg or png. `file_id` string required ID of the file. `min_height` integer optional Minimum height of the thumbnail in pixels. `min_width` integer optional Minimum width of the thumbnail in pixels. `box_file_update` [# ](#box_file_update)Updates a file's name, description, tags, or moves it to another folder. 5 params ▾ Updates a file's name, description, tags, or moves it to another folder. Name Type Required Description `file_id` string required ID of the file to update. `description` string optional New description for the file. `name` string optional New name for the file. `parent_id` string optional ID of the folder to move the file into. `tags` string optional Comma-separated list of tags. Pass as JSON string. `box_file_versions_list` [# ](#box_file_versions_list)Retrieves all previous versions of a file. 1 param ▾ Retrieves all previous versions of a file. Name Type Required Description `file_id` string required ID of the file. `box_folder_collaborations_list` [# ](#box_folder_collaborations_list)Retrieves all collaborations on a folder. 2 params ▾ Retrieves all collaborations on a folder. Name Type Required Description `folder_id` string required ID of the folder. `fields` string optional Comma-separated list of fields to return. `box_folder_copy` [# ](#box_folder_copy)Creates a copy of a folder and its contents. 3 params ▾ Creates a copy of a folder and its contents. Name Type Required Description `folder_id` string required ID of the folder to copy. `parent_id` string required ID of the destination folder. `name` string optional New name for the copied folder (optional). `box_folder_create` [# ](#box_folder_create)Creates a new folder inside a parent folder. 3 params ▾ Creates a new folder inside a parent folder. Name Type Required Description `name` string required Name of the new folder. `parent_id` string required ID of the parent folder. Use '0' for root. `fields` string optional Comma-separated list of fields to return. `box_folder_delete` [# ](#box_folder_delete)Moves a folder to the trash. 2 params ▾ Moves a folder to the trash. Name Type Required Description `folder_id` string required ID of the folder to delete. `recursive` string optional Delete non-empty folders recursively (true/false). `box_folder_get` [# ](#box_folder_get)Retrieves a folder's details and its items. 6 params ▾ Retrieves a folder's details and its items. Name Type Required Description `folder_id` string required ID of the folder. Use '0' for root. `direction` string optional Sort direction: ASC or DESC. `fields` string optional Comma-separated list of fields to return. `limit` integer optional Max items to return (max 1000). `offset` integer optional Pagination offset. `sort` string optional Sort order: id, name, date, or size. `box_folder_items_list` [# ](#box_folder_items_list)Retrieves a paginated list of items in a folder. 6 params ▾ Retrieves a paginated list of items in a folder. Name Type Required Description `folder_id` string required ID of the folder. Use '0' for root. `direction` string optional ASC or DESC. `fields` string optional Comma-separated list of fields to return. `limit` integer optional Max items to return (max 1000). `offset` integer optional Pagination offset. `sort` string optional Sort field: id, name, date, or size. `box_folder_metadata_list` [# ](#box_folder_metadata_list)Retrieves all metadata instances on a folder. 1 param ▾ Retrieves all metadata instances on a folder. Name Type Required Description `folder_id` string required ID of the folder. `box_folder_update` [# ](#box_folder_update)Updates a folder's name, description, or moves it. 4 params ▾ Updates a folder's name, description, or moves it. Name Type Required Description `folder_id` string required ID of the folder to update. `description` string optional New description for the folder. `name` string optional New name for the folder. `parent_id` string optional ID of the new parent folder to move into. `box_group_create` [# ](#box_group_create)Creates a new group in the enterprise. 5 params ▾ Creates a new group in the enterprise. Name Type Required Description `name` string required Name of the group. `description` string optional Description of the group. `invitability_level` string optional Who can invite to group: admins\_only, admins\_and\_members, all\_managed\_users. `member_viewability_level` string optional Who can view group members: admins\_only, admins\_and\_members, all\_managed\_users. `provenance` string optional Identifier to distinguish manually vs synced groups. `box_group_delete` [# ](#box_group_delete)Permanently deletes a group. 1 param ▾ Permanently deletes a group. Name Type Required Description `group_id` string required ID of the group to delete. `box_group_get` [# ](#box_group_get)Retrieves information about a group. 2 params ▾ Retrieves information about a group. Name Type Required Description `group_id` string required ID of the group. `fields` string optional Comma-separated list of fields to return. `box_group_members_list` [# ](#box_group_members_list)Retrieves all members of a group. 3 params ▾ Retrieves all members of a group. Name Type Required Description `group_id` string required ID of the group. `limit` integer optional Max results. `offset` integer optional Pagination offset. `box_group_membership_add` [# ](#box_group_membership_add)Adds a user to a group. 3 params ▾ Adds a user to a group. Name Type Required Description `group_id` string required ID of the group. `user_id` string required ID of the user to add. `role` string optional Role in the group: member or admin. `box_group_membership_get` [# ](#box_group_membership_get)Retrieves a specific group membership. 2 params ▾ Retrieves a specific group membership. Name Type Required Description `group_membership_id` string required ID of the group membership. `fields` string optional Comma-separated list of fields to return. `box_group_membership_remove` [# ](#box_group_membership_remove)Removes a user from a group. 1 param ▾ Removes a user from a group. Name Type Required Description `group_membership_id` string required ID of the group membership to remove. `box_group_membership_update` [# ](#box_group_membership_update)Updates a user's role in a group. 2 params ▾ Updates a user's role in a group. Name Type Required Description `group_membership_id` string required ID of the membership to update. `role` string optional New role: member or admin. `box_group_update` [# ](#box_group_update)Updates a group's properties. 5 params ▾ Updates a group's properties. Name Type Required Description `group_id` string required ID of the group to update. `description` string optional New description. `invitability_level` string optional Who can invite: admins\_only, admins\_and\_members, all\_managed\_users. `member_viewability_level` string optional Who can view members. `name` string optional New name for the group. `box_groups_list` [# ](#box_groups_list)Retrieves all groups in the enterprise. 4 params ▾ Retrieves all groups in the enterprise. Name Type Required Description `fields` string optional Comma-separated list of fields to return. `filter_term` string optional Filter groups by name. `limit` integer optional Max results. `offset` integer optional Pagination offset. `box_metadata_template_get` [# ](#box_metadata_template_get)Retrieves a metadata template schema. 2 params ▾ Retrieves a metadata template schema. Name Type Required Description `scope` string required Scope of the template: global or enterprise. `template_key` string required Key of the metadata template. `box_metadata_templates_list` [# ](#box_metadata_templates_list)Retrieves all metadata templates for the enterprise. 2 params ▾ Retrieves all metadata templates for the enterprise. Name Type Required Description `limit` integer optional Max results. `marker` string optional Pagination marker. `box_recent_items_list` [# ](#box_recent_items_list)Retrieves files and folders accessed recently. 3 params ▾ Retrieves files and folders accessed recently. Name Type Required Description `fields` string optional Comma-separated list of fields to return. `limit` integer optional Max results. `marker` string optional Pagination marker. `box_search` [# ](#box_search)Searches files, folders, and web links in Box. 12 params ▾ Searches files, folders, and web links in Box. Name Type Required Description `query` string required Search query string. `ancestor_folder_ids` string optional Comma-separated folder IDs to search within. `content_types` string optional Comma-separated content types: name, description, tag, comments, file\_content. `created_at_range` string optional Date range in ISO 8601: 2024-01-01T00:00:00Z,2024-12-31T23:59:59Z `fields` string optional Comma-separated list of fields to return. `file_extensions` string optional Comma-separated file extensions to filter. `limit` integer optional Max results (max 200). `offset` integer optional Pagination offset. `owner_user_ids` string optional Comma-separated user IDs. `scope` string optional Search scope: user\_content or enterprise\_content. `type` string optional Filter by type: file, folder, or web\_link. `updated_at_range` string optional Date range for last updated. `box_shared_link_file_create` [# ](#box_shared_link_file_create)Creates or updates a shared link for a file. 6 params ▾ Creates or updates a shared link for a file. Name Type Required Description `file_id` string required ID of the file. `access` string optional Shared link access: open, company, or collaborators. `can_download` boolean optional Allow download (true/false). `can_preview` boolean optional Allow preview (true/false). `password` string optional Password to protect the shared link. `unshared_at` string optional Expiry date in ISO 8601 format. `box_shared_link_folder_create` [# ](#box_shared_link_folder_create)Creates or updates a shared link for a folder. 5 params ▾ Creates or updates a shared link for a folder. Name Type Required Description `folder_id` string required ID of the folder. `access` string optional Shared link access: open, company, or collaborators. `can_download` boolean optional Allow download (true/false). `password` string optional Password to protect the shared link. `unshared_at` string optional Expiry date in ISO 8601 format. `box_task_assignment_create` [# ](#box_task_assignment_create)Assigns a task to a user. 3 params ▾ Assigns a task to a user. Name Type Required Description `task_id` string required ID of the task to assign. `user_id` string optional ID of the user to assign the task to. `user_login` string optional Email login of the user (alternative to user\_id). `box_task_assignment_delete` [# ](#box_task_assignment_delete)Removes a task assignment from a user. 1 param ▾ Removes a task assignment from a user. Name Type Required Description `task_assignment_id` string required ID of the task assignment to remove. `box_task_assignment_get` [# ](#box_task_assignment_get)Retrieves a specific task assignment. 1 param ▾ Retrieves a specific task assignment. Name Type Required Description `task_assignment_id` string required ID of the task assignment. `box_task_assignment_update` [# ](#box_task_assignment_update)Updates a task assignment (complete, approve, or reject). 3 params ▾ Updates a task assignment (complete, approve, or reject). Name Type Required Description `task_assignment_id` string required ID of the task assignment. `message` string optional Optional message/comment for the resolution. `resolution_state` string optional Resolution state: completed, incomplete, approved, or rejected. `box_task_assignments_list` [# ](#box_task_assignments_list)Retrieves all assignments for a task. 1 param ▾ Retrieves all assignments for a task. Name Type Required Description `task_id` string required ID of the task. `box_task_create` [# ](#box_task_create)Creates a task on a file. 5 params ▾ Creates a task on a file. Name Type Required Description `file_id` string required ID of the file to attach the task to. `action` string optional Action: review or complete. `completion_rule` string optional Completion rule: all\_assignees or any\_assignee. `due_at` string optional Due date in ISO 8601 format. `message` string optional Task message/description. `box_task_delete` [# ](#box_task_delete)Removes a task from a file. 1 param ▾ Removes a task from a file. Name Type Required Description `task_id` string required ID of the task to delete. `box_task_get` [# ](#box_task_get)Retrieves a task's details. 1 param ▾ Retrieves a task's details. Name Type Required Description `task_id` string required ID of the task. `box_task_update` [# ](#box_task_update)Updates a task's message, due date, or completion rule. 5 params ▾ Updates a task's message, due date, or completion rule. Name Type Required Description `task_id` string required ID of the task to update. `action` string optional New action: review or complete. `completion_rule` string optional New completion rule: all\_assignees or any\_assignee. `due_at` string optional New due date in ISO 8601 format. `message` string optional New message for the task. `box_trash_file_permanently_delete` [# ](#box_trash_file_permanently_delete)Permanently deletes a trashed file. 1 param ▾ Permanently deletes a trashed file. Name Type Required Description `file_id` string required ID of the trashed file. `box_trash_file_restore` [# ](#box_trash_file_restore)Restores a file from the trash. 3 params ▾ Restores a file from the trash. Name Type Required Description `file_id` string required ID of the trashed file. `name` string optional New name if original name is taken. `parent_id` string optional Parent folder ID if original is unavailable. `box_trash_folder_permanently_delete` [# ](#box_trash_folder_permanently_delete)Permanently deletes a trashed folder. 1 param ▾ Permanently deletes a trashed folder. Name Type Required Description `folder_id` string required ID of the trashed folder. `box_trash_folder_restore` [# ](#box_trash_folder_restore)Restores a folder from the trash. 3 params ▾ Restores a folder from the trash. Name Type Required Description `folder_id` string required ID of the trashed folder. `name` string optional New name if original is taken. `parent_id` string optional New parent folder ID if original is unavailable. `box_trash_list` [# ](#box_trash_list)Retrieves items in the user's trash. 5 params ▾ Retrieves items in the user's trash. Name Type Required Description `direction` string optional Sort direction: ASC or DESC. `fields` string optional Comma-separated list of fields to return. `limit` integer optional Max results. `offset` integer optional Pagination offset. `sort` string optional Sort field: name, date, or size. `box_user_create` [# ](#box_user_create)Creates a new user in the enterprise. 5 params ▾ Creates a new user in the enterprise. Name Type Required Description `name` string required Full name of the user. `is_platform_access_only` boolean optional Set true for app users (no login). `login` string optional Email address (login) for managed users. `role` string optional User role: user or coadmin. `space_amount` integer optional Storage quota in bytes (-1 for unlimited). `box_user_delete` [# ](#box_user_delete)Removes a user from the enterprise. 3 params ▾ Removes a user from the enterprise. Name Type Required Description `user_id` string required ID of the user to delete. `force` string optional Force deletion even if user owns content (true/false). `notify` string optional Notify user via email (true/false). `box_user_get` [# ](#box_user_get)Retrieves information about a specific user. 2 params ▾ Retrieves information about a specific user. Name Type Required Description `user_id` string required ID of the user. `fields` string optional Comma-separated list of fields to return. `box_user_me_get` [# ](#box_user_me_get)Retrieves information about the currently authenticated user. 1 param ▾ Retrieves information about the currently authenticated user. Name Type Required Description `fields` string optional Comma-separated list of fields to return. `box_user_memberships_list` [# ](#box_user_memberships_list)Retrieves all group memberships for a user. 3 params ▾ Retrieves all group memberships for a user. Name Type Required Description `user_id` string required ID of the user. `limit` integer optional Max results. `offset` integer optional Pagination offset. `box_user_update` [# ](#box_user_update)Updates a user's properties in the enterprise. 6 params ▾ Updates a user's properties in the enterprise. Name Type Required Description `user_id` string required ID of the user to update. `name` string optional New full name. `role` string optional New role: user or coadmin. `space_amount` integer optional Storage quota in bytes. `status` string optional New status: active, inactive, or cannot\_delete\_edit. `tracking_codes` string optional Tracking codes as JSON array string. `box_users_list` [# ](#box_users_list)Retrieves all users in the enterprise. 5 params ▾ Retrieves all users in the enterprise. Name Type Required Description `fields` string optional Comma-separated list of fields to return. `filter_term` string optional Filter users by name or login. `limit` integer optional Max users to return. `offset` integer optional Pagination offset. `user_type` string optional Filter by type: all, managed, or external. `box_web_link_create` [# ](#box_web_link_create)Creates a web link (bookmark) inside a folder. 4 params ▾ Creates a web link (bookmark) inside a folder. Name Type Required Description `parent_id` string required ID of the parent folder. `url` string required URL of the web link. `description` string optional Description of the web link. `name` string optional Name for the web link. `box_web_link_delete` [# ](#box_web_link_delete)Removes a web link. 1 param ▾ Removes a web link. Name Type Required Description `web_link_id` string required ID of the web link to delete. `box_web_link_get` [# ](#box_web_link_get)Retrieves a web link's details. 2 params ▾ Retrieves a web link's details. Name Type Required Description `web_link_id` string required ID of the web link. `fields` string optional Comma-separated list of fields to return. `box_web_link_update` [# ](#box_web_link_update)Updates a web link's URL, name, or description. 5 params ▾ Updates a web link's URL, name, or description. Name Type Required Description `web_link_id` string required ID of the web link to update. `description` string optional New description. `name` string optional New name. `parent_id` string optional New parent folder ID. `url` string optional New URL. `box_webhook_create` [# ](#box_webhook_create)Creates a webhook to receive event notifications. 4 params ▾ Creates a webhook to receive event notifications. Name Type Required Description `address` string required HTTPS URL to receive webhook notifications. `target_id` string required ID of the file or folder to watch. `target_type` string required Type of target: file or folder. `triggers` array required Array of trigger events, e.g. \["FILE.UPLOADED","FILE.DELETED"]. `box_webhook_delete` [# ](#box_webhook_delete)Removes a webhook. 1 param ▾ Removes a webhook. Name Type Required Description `webhook_id` string required ID of the webhook to delete. `box_webhook_get` [# ](#box_webhook_get)Retrieves a webhook's details. 1 param ▾ Retrieves a webhook's details. Name Type Required Description `webhook_id` string required ID of the webhook. `box_webhook_update` [# ](#box_webhook_update)Updates a webhook's address or triggers. 5 params ▾ Updates a webhook's address or triggers. Name Type Required Description `webhook_id` string required ID of the webhook to update. `address` string optional New HTTPS URL for notifications. `target_id` string optional New target ID. `target_type` string optional New target type: file or folder. `triggers` array optional New array of trigger events, e.g. \["FILE.UPLOADED","FILE.DELETED"]. `box_webhooks_list` [# ](#box_webhooks_list)Retrieves all webhooks for the application. 2 params ▾ Retrieves all webhooks for the application. Name Type Required Description `limit` integer optional Max results. `marker` string optional Pagination marker. --- # DOCUMENT BOUNDARY --- # Brave Search connector > Connect to Brave Search to perform web, image, video, and news searches with privacy-focused results, plus AI-powered suggestions and spellcheck. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'brave' 12 const identifier = 'user_123' 13 14 // Make your first call 15 const result = await actions.executeTool({ 16 connector, 17 identifier, 18 toolName: 'brave_local_place_search', 19 toolInput: {}, 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "brave" 14 identifier = "user_123" 15 16 # Make your first call 17 result = actions.execute_tool( 18 tool_input={}, 19 tool_name="brave_local_place_search", 20 connection_name=connection_name, 21 identifier=identifier, 22 ) 23 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Descriptions local** — Fetch AI-generated descriptions for locations using IDs from a Brave web search response * **Summary summarizer** — Fetch the complete AI-generated summary for a summarizer key * **Search web, local place, image** — Search the web using Brave Search’s privacy-focused search engine * **Completions chat** — Get AI-generated answers grounded in real-time Brave Search results using an OpenAI-compatible chat completions interface * **Pois local** — Fetch detailed Point of Interest (POI) data for up to 20 location IDs returned by a Brave web search response * **Enrichments summarizer** — Fetch enrichment data for a Brave AI summary key ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'brave-search', 3 identifier: 'user_123', 4 path: '/res/v1/web/search', 5 method: 'GET', 6 queryParams: { q: 'best open source LLM frameworks 2025', count: '5' }, 7 }); 8 console.log(result.data.web.results); ``` * Python ```python 1 result = actions.request( 2 connection_name='brave-search', 3 identifier='user_123', 4 path="/res/v1/web/search", 5 method="GET", 6 params={"q": "best open source LLM frameworks 2025", "count": 5} 7 ) 8 print(result["web"]["results"]) ``` No OAuth flow needed Brave Search uses API key auth — unlike OAuth connectors, there is no authorization link or redirect flow. Once you call `upsert_connected_account` (Python) / `upsertConnectedAccount` (Node.js), or add an account via the dashboard, your users can make requests immediately. Web search Search the web and retrieve real-time results. Works on all plans including Free. examples/brave\_web\_search.py ```python 1 # Search for recent articles — freshness "pw" limits results to the past 7 days 2 result = actions.execute_tool( 3 connection_name="brave-search", 4 identifier="user_123", 5 tool_name="brave_web_search", 6 tool_input={ 7 "q": "open source LLM frameworks 2025", 8 "count": 5, 9 "freshness": "pw", 10 }, 11 ) 12 13 for item in result["web"]["results"]: 14 print(item["title"], item["url"]) ``` News search Retrieve recent news articles by topic or keyword. Useful for monitoring a brand, topic, or competitor. examples/brave\_news\_search.py ```python 1 # Fetch the latest news on a topic from the past 24 hours 2 result = actions.execute_tool( 3 connection_name="brave-search", 4 identifier="user_123", 5 tool_name="brave_news_search", 6 tool_input={ 7 "q": "AI regulation Europe", 8 "count": 10, 9 "freshness": "pd", # pd = past 24 hours 10 }, 11 ) 12 13 for article in result["results"]: 14 print(article["title"], article["age"], article["url"]) ``` LLM grounding context Retrieve search results structured specifically for grounding LLM responses. Requires Pro plan. Use `token_budget` to stay within your model’s context window. examples/brave\_llm\_context.py ```python 1 # Get search context sized to fit a 4 000-token budget 2 result = actions.execute_tool( 3 connection_name="brave-search", 4 identifier="user_123", 5 tool_name="brave_llm_context", 6 tool_input={ 7 "q": "vector database comparison 2025", 8 "count": 5, 9 "token_budget": 4000, 10 }, 11 ) 12 13 # Pass the structured context directly to your LLM 14 grounding_context = result["context"] 15 print(grounding_context) ``` AI chat completions grounded in search Get an AI-generated answer backed by real-time Brave Search results, using an OpenAI-compatible interface. Requires AI plan. examples/brave\_chat\_completions.py ```python 1 # Drop-in replacement for OpenAI /v1/chat/completions — results are grounded in live search 2 result = actions.execute_tool( 3 connection_name="brave-search", 4 identifier="user_123", 5 tool_name="brave_chat_completions", 6 tool_input={ 7 "messages": [ 8 {"role": "user", "content": "What are the latest developments in quantum computing?"} 9 ], 10 "model": "brave/serp-claude-3-5-haiku", 11 }, 12 ) 13 14 print(result["choices"][0]["message"]["content"]) 15 # Each answer includes citations back to source URLs 16 for source in result.get("search_results", []): 17 print(source["title"], source["url"]) ``` Local place search and POI details Find nearby businesses or points of interest, then retrieve full details. Requires Data for AI plan. examples/brave\_local\_search.py ```python 1 # Step 1: Find coffee shops near San Francisco city centre 2 places = actions.execute_tool( 3 connection_name="brave-search", 4 identifier="user_123", 5 tool_name="brave_local_place_search", 6 tool_input={ 7 "q": "specialty coffee", 8 "location": "San Francisco, CA", 9 "count": 5, 10 }, 11 ) 12 13 location_ids = [p["id"] for p in places["results"]] 14 15 # Step 2: Fetch rich details (hours, ratings, address) for those locations 16 # Location IDs expire after ~8 hours — always fetch details in the same session 17 pois = actions.execute_tool( 18 connection_name="brave-search", 19 identifier="user_123", 20 tool_name="brave_local_pois", 21 tool_input={"ids": location_ids}, 22 ) 23 24 for poi in pois["results"]: 25 print(poi["name"], poi["address"], poi["rating"]) ``` AI summary with follow-up queries Get an AI-generated summary for a search query, then surface follow-up questions. Requires Pro plan. examples/brave\_summarizer.py ```python 1 # Step 1: Web search with summary: true to obtain a summarizer key 2 search_result = actions.execute_tool( 3 connection_name="brave-search", 4 identifier="user_123", 5 tool_name="brave_web_search", 6 tool_input={ 7 "q": "benefits of RAG vs fine-tuning for enterprise LLMs", 8 "summary": True, 9 "count": 5, 10 }, 11 ) 12 13 summarizer_key = search_result["summarizer"]["key"] 14 15 # Step 2: Retrieve the full AI summary using the key 16 summary = actions.execute_tool( 17 connection_name="brave-search", 18 identifier="user_123", 19 tool_name="brave_summarizer_search", 20 tool_input={"key": summarizer_key, "entity_info": True}, 21 ) 22 23 print(summary["title"]) 24 print(summary["summary"]) 25 26 # Step 3: Get follow-up questions for a conversational search experience 27 followups = actions.execute_tool( 28 connection_name="brave-search", 29 identifier="user_123", 30 tool_name="brave_summarizer_followups", 31 tool_input={"key": summarizer_key}, 32 ) 33 34 for q in followups["queries"]: 35 print("-", q) ``` LangChain integration Use Scalekit’s LangChain helper to load all Brave Search tools into a LangChain agent. The agent selects and calls the right tool automatically based on the user’s query. examples/brave\_langchain\_agent.py ```python 1 from langchain.agents import AgentExecutor, create_tool_calling_agent 2 from langchain_anthropic import ChatAnthropic 3 from langchain_core.prompts import ChatPromptTemplate 4 5 6 # Load all Brave Search tools — Scalekit handles auth for each call 7 tools = actions.langchain.get_tools( 8 providers=["BRAVE_SEARCH"], 9 identifier="user_123", 10 page_size=100, # avoid missing tools when a connector has more than the default page 11 ) 12 13 llm = ChatAnthropic( 14 model="claude-sonnet-4-6", 15 api_key=os.environ["ANTHROPIC_API_KEY"], 16 ) 17 18 prompt = ChatPromptTemplate.from_messages([ 19 ("system", "You are a helpful research assistant with access to Brave Search tools."), 20 ("human", "{input}"), 21 ("placeholder", "{agent_scratchpad}"), 22 ]) 23 24 agent = create_tool_calling_agent(llm, tools, prompt) 25 agent_executor = AgentExecutor(agent=agent, tools=tools, verbose=True) 26 27 response = agent_executor.invoke({ 28 "input": ( 29 "Find the top 5 news articles about AI regulation in Europe from the past week " 30 "and give me a one-sentence summary of each." 31 ) 32 }) 33 print(response["output"]) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `brave_chat_completions` [# ](#brave_chat_completions)Get AI-generated answers grounded in real-time Brave Search results using an OpenAI-compatible chat completions interface. Returns summarized, cited answers with source references and token usage statistics. 8 params ▾ Get AI-generated answers grounded in real-time Brave Search results using an OpenAI-compatible chat completions interface. Returns summarized, cited answers with source references and token usage statistics. Name Type Required Description `messages` array required Array of conversation messages. Each message must have a 'role' (system, user, or assistant) and 'content' (string). `country` string optional Target country code for search results used to ground the answer (e.g., us, gb). `enable_citations` boolean optional Include inline citation markers in the response text. `enable_entities` boolean optional Include entity information (people, places, organizations) in the response. `enable_research` boolean optional Enable multi-search research mode for more comprehensive answers. `language` string optional Language code for the response (e.g., en, fr, de). `model` string optional The model to use. Must be 'brave' to use Brave's search-grounded AI model. `stream` boolean optional Whether to stream the response as server-sent events. `brave_image_search` [# ](#brave_image_search)Search for images using Brave Search. Returns image results with thumbnails, source URLs, dimensions, and metadata. Supports filtering by country, language, and safe search. 6 params ▾ Search for images using Brave Search. Returns image results with thumbnails, source URLs, dimensions, and metadata. Supports filtering by country, language, and safe search. Name Type Required Description `q` string required The image search query string. `count` integer optional Number of image results to return (1–200). Defaults to 50. `country` string optional Country code for localised results (e.g., us, gb, de), or ALL for no restriction. `safesearch` string optional Safe search filter level. Defaults to strict (drops all adult content). `search_lang` string optional Language code for results (e.g., en, fr, de). `spellcheck` boolean optional Whether to enable spellcheck on the query. Defaults to true. `brave_llm_context` [# ](#brave_llm_context)Retrieve real-time web search results optimized as grounding context for LLMs. Returns curated snippets, source URLs, titles, and metadata specifically structured to maximize contextual relevance for AI-generated answers. Supports fine-grained token and snippet budgets. 14 params ▾ Retrieve real-time web search results optimized as grounding context for LLMs. Returns curated snippets, source URLs, titles, and metadata specifically structured to maximize contextual relevance for AI-generated answers. Supports fine-grained token and snippet budgets. Name Type Required Description `q` string required The search query to retrieve grounding context for. Max 400 characters, 50 words. `context_threshold_mode` string optional Relevance filter aggressiveness for snippet selection. Defaults to balanced. `count` integer optional Max number of search results to consider (1–50). Defaults to 20. `country` string optional Country code for localised results (e.g., us, gb, de). Defaults to us. `enable_local` boolean optional Enable location-aware recall for locally relevant results. `freshness` string optional Filter results by publish date: pd (past day), pw (past week), pm (past month), py (past year), or YYYY-MM-DDtoYYYY-MM-DD. `goggles` string optional Custom re-ranking rules via a Goggles URL or inline definition. `maximum_number_of_snippets` integer optional Maximum total snippets across all URLs (1–100). Defaults to 50. `maximum_number_of_snippets_per_url` integer optional Maximum snippets per URL (1–100). Defaults to 50. `maximum_number_of_tokens` integer optional Approximate maximum total tokens across all snippets (1024–32768). Defaults to 8192. `maximum_number_of_tokens_per_url` integer optional Maximum tokens per URL (512–8192). Defaults to 4096. `maximum_number_of_urls` integer optional Maximum number of URLs to include in the grounding response (1–50). Defaults to 20. `safesearch` string optional Safe search filter level. `search_lang` string optional Language code for results (e.g., en, fr, de). Defaults to en. `brave_local_descriptions` [# ](#brave_local_descriptions)Fetch AI-generated descriptions for locations using IDs from a Brave web search response. Returns natural language summaries describing the place, its atmosphere, and what visitors can expect. 1 param ▾ Fetch AI-generated descriptions for locations using IDs from a Brave web search response. Returns natural language summaries describing the place, its atmosphere, and what visitors can expect. Name Type Required Description `ids` array required Array of location IDs (up to 20) obtained from the locations field in a Brave web search response. `brave_local_place_search` [# ](#brave_local_place_search)Search 200M+ Points of Interest (POIs) by geographic center and radius using Brave's Place Search API. Either 'location' (text name) OR both 'latitude' and 'longitude' (coordinates) must be provided. Supports an optional keyword query to filter results. Ideal for map applications and local discovery. 11 params ▾ Search 200M+ Points of Interest (POIs) by geographic center and radius using Brave's Place Search API. Either 'location' (text name) OR both 'latitude' and 'longitude' (coordinates) must be provided. Supports an optional keyword query to filter results. Ideal for map applications and local discovery. Name Type Required Description `count` integer optional Number of POI results to return (1–50). Defaults to 20. `country` string optional ISO 3166-1 alpha-2 country code (e.g., us, gb). Defaults to US. `latitude` number optional Latitude of the search center point (-90 to +90). Required together with longitude as an alternative to location name. `location` string optional Location name (e.g., 'san francisco ca united states'). Required unless latitude and longitude are both provided. `longitude` number optional Longitude of the search center point (-180 to +180). Required together with latitude as an alternative to location name. `q` string optional Optional keyword query to filter POIs (e.g., 'coffee shops', 'italian restaurants'). Omit for a general area snapshot. `radius` number optional Search radius in meters from the center point. `safesearch` string optional Safe search filter level. Defaults to strict. `search_lang` string optional Language code for results (e.g., en, fr). Defaults to en. `spellcheck` boolean optional Whether to enable spellcheck on the query. `units` string optional Measurement system for distances in the response. `brave_local_pois` [# ](#brave_local_pois)Fetch detailed Point of Interest (POI) data for up to 20 location IDs returned by a Brave web search response. Returns rich local business data including address, phone, hours, ratings, and reviews. Note: location IDs are ephemeral and expire after \~8 hours. 1 param ▾ Fetch detailed Point of Interest (POI) data for up to 20 location IDs returned by a Brave web search response. Returns rich local business data including address, phone, hours, ratings, and reviews. Note: location IDs are ephemeral and expire after \~8 hours. Name Type Required Description `ids` array required Array of location IDs (up to 20) obtained from the locations field in a Brave web search response. `brave_news_search` [# ](#brave_news_search)Search for news articles using Brave Search. Returns recent news results with titles, URLs, snippets, publication dates, and source information. Supports filtering by country, language, freshness, and custom re-ranking via Goggles. 11 params ▾ Search for news articles using Brave Search. Returns recent news results with titles, URLs, snippets, publication dates, and source information. Supports filtering by country, language, freshness, and custom re-ranking via Goggles. Name Type Required Description `q` string required The news search query string. `count` integer optional Number of news results to return (1–50). Defaults to 20. `country` string optional Country code for localised news (e.g., us, gb, de). `extra_snippets` boolean optional Include additional excerpt snippets per article. Defaults to false. `freshness` string optional Filter results by publish date: pd (past day), pw (past week), pm (past month), py (past year), or YYYY-MM-DDtoYYYY-MM-DD. `goggles` string optional Custom re-ranking rules via a Goggles URL or inline definition. `offset` integer optional Zero-based offset for pagination (0–9). Defaults to 0. `safesearch` string optional Safe search filter level. Defaults to strict. `search_lang` string optional Language code for results (e.g., en, fr, de). `spellcheck` boolean optional Whether to enable spellcheck on the query. Defaults to true. `ui_lang` string optional User interface language locale for response strings (e.g., en-US). `brave_spellcheck` [# ](#brave_spellcheck)Check and correct spelling of a query using Brave Search's spellcheck engine. Returns suggested corrections for misspelled queries. 3 params ▾ Check and correct spelling of a query using Brave Search's spellcheck engine. Returns suggested corrections for misspelled queries. Name Type Required Description `q` string required The query string to spellcheck. `country` string optional Country code for localised spellcheck (e.g., us, gb). `lang` string optional Language code for spellcheck (e.g., en, fr, de). `brave_suggest_search` [# ](#brave_suggest_search)Get autocomplete search suggestions from Brave Search for a given query prefix. Useful for query completion, exploring related search terms, and building search UIs. 5 params ▾ Get autocomplete search suggestions from Brave Search for a given query prefix. Useful for query completion, exploring related search terms, and building search UIs. Name Type Required Description `q` string required The partial query string to get suggestions for. `count` integer optional Number of suggestions to return (1–20). Defaults to 5. `country` string optional Country code for localised suggestions (e.g., us, gb, de). `lang` string optional Language code for suggestions (e.g., en, fr, de). `rich` boolean optional Whether to return rich suggestions with additional metadata. `brave_summarizer_enrichments` [# ](#brave_summarizer_enrichments)Fetch enrichment data for a Brave AI summary key. Returns images, Q\&A pairs, entity details, and source references associated with the summary. 1 param ▾ Fetch enrichment data for a Brave AI summary key. Returns images, Q\&A pairs, entity details, and source references associated with the summary. Name Type Required Description `key` string required The opaque summarizer key returned in a Brave web search response when summary=true was set. `brave_summarizer_entity_info` [# ](#brave_summarizer_entity_info)Fetch detailed entity metadata for entities mentioned in a Brave AI summary. Returns structured information about people, places, organizations, and concepts referenced in the summary. 1 param ▾ Fetch detailed entity metadata for entities mentioned in a Brave AI summary. Returns structured information about people, places, organizations, and concepts referenced in the summary. Name Type Required Description `key` string required The opaque summarizer key returned in a Brave web search response when summary=true was set. `brave_summarizer_followups` [# ](#brave_summarizer_followups)Fetch suggested follow-up queries for a Brave AI summary key. Useful for building conversational search flows and helping users explore related topics. 1 param ▾ Fetch suggested follow-up queries for a Brave AI summary key. Useful for building conversational search flows and helping users explore related topics. Name Type Required Description `key` string required The opaque summarizer key returned in a Brave web search response when summary=true was set. `brave_summarizer_search` [# ](#brave_summarizer_search)Retrieve a full AI-generated summary for a summarizer key obtained from a Brave web search response (requires summary=true on the web search). Returns the complete summary with title, content, enrichments, follow-up queries, and entity details. 3 params ▾ Retrieve a full AI-generated summary for a summarizer key obtained from a Brave web search response (requires summary=true on the web search). Returns the complete summary with title, content, enrichments, follow-up queries, and entity details. Name Type Required Description `key` string required The opaque summarizer key returned in a Brave web search response when summary=true was set. `entity_info` integer optional Set to 1 to include detailed entity metadata in the response. `inline_references` boolean optional Add citation markers throughout the summary text pointing to sources. `brave_summarizer_summary` [# ](#brave_summarizer_summary)Fetch the complete AI-generated summary for a summarizer key. Returns the full summary content with optional inline citation markers and entity metadata. 3 params ▾ Fetch the complete AI-generated summary for a summarizer key. Returns the full summary content with optional inline citation markers and entity metadata. Name Type Required Description `key` string required The opaque summarizer key returned in a Brave web search response when summary=true was set. `entity_info` integer optional Set to 1 to include detailed entity metadata in the response. `inline_references` boolean optional Add citation markers throughout the summary text pointing to sources. `brave_summarizer_title` [# ](#brave_summarizer_title)Fetch only the title component of a Brave AI summary for a given summarizer key. 1 param ▾ Fetch only the title component of a Brave AI summary for a given summarizer key. Name Type Required Description `key` string required The opaque summarizer key returned in a Brave web search response when summary=true was set. `brave_video_search` [# ](#brave_video_search)Search for videos using Brave Search. Returns video results with titles, URLs, thumbnails, durations, and publisher metadata. Supports filtering by country, language, freshness, and safe search. 8 params ▾ Search for videos using Brave Search. Returns video results with titles, URLs, thumbnails, durations, and publisher metadata. Supports filtering by country, language, freshness, and safe search. Name Type Required Description `q` string required The video search query string. `count` integer optional Number of video results to return (1–50). Defaults to 20. `country` string optional Country code for localised results (e.g., us, gb, de). `freshness` string optional Filter results by upload date: pd (past day), pw (past week), pm (past month), py (past year), or YYYY-MM-DDtoYYYY-MM-DD. `offset` integer optional Zero-based offset for pagination (0–9). Defaults to 0. `safesearch` string optional Safe search filter level. Defaults to moderate. `search_lang` string optional Language code for results (e.g., en, fr, de). `spellcheck` boolean optional Whether to enable spellcheck on the query. Defaults to true. `brave_web_search` [# ](#brave_web_search)Search the web using Brave Search's privacy-focused search engine. Returns real-time web results including titles, URLs, snippets, news, videos, images, locations, and rich data. Supports filtering by country, language, safe search, freshness, and custom re-ranking via Goggles. 15 params ▾ Search the web using Brave Search's privacy-focused search engine. Returns real-time web results including titles, URLs, snippets, news, videos, images, locations, and rich data. Supports filtering by country, language, safe search, freshness, and custom re-ranking via Goggles. Name Type Required Description `q` string required Search query string. Max 400 characters, 50 words. `count` integer optional Number of search results to return (1–20). Defaults to 20. `country` string optional Country code for search results (e.g., us, gb, de). Defaults to US. `extra_snippets` boolean optional Include up to 5 additional excerpt snippets per result. Defaults to false. `freshness` string optional Filter results by publish date. Use pd (past day), pw (past week), pm (past month), py (past year), or a date range YYYY-MM-DDtoYYYY-MM-DD. `goggles` string optional Custom re-ranking rules via a Goggles URL or inline definition to bias search results. `offset` integer optional Zero-based offset for pagination of results (0–9). Defaults to 0. `result_filter` string optional Comma-separated list of result types to include in the response. `safesearch` string optional Safe search filter level. Defaults to moderate. `search_lang` string optional Language code for result content (e.g., en, fr, de). Defaults to en. `spellcheck` boolean optional Whether to enable spellcheck on the query. Defaults to true. `summary` boolean optional Enable summarizer key generation in the response. Use the returned key with the Summarizer endpoints. `text_decorations` boolean optional Whether to include text decoration markers (bold tags) in result snippets. Defaults to true. `ui_lang` string optional User interface language locale for response strings (e.g., en-US, fr-FR). `units` string optional Measurement system for unit-bearing results. --- # DOCUMENT BOUNDARY --- # Brevo MCP connector > Connect to Brevo MCP. Manage email and SMS campaigns, transactional emails, contacts, lists, automations, and loyalty programs from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'brevomcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Brevo MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'brevomcp_accounts_get_corporate_invited_users_list', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "brevomcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Brevo MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="brevomcp_accounts_get_corporate_invited_users_list", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Send whatsapp management, whatsapp campaigns, transac templates** — Send a WhatsApp message to one or more contacts * **Get whatsapp management, whatsapp campaigns** — Retrieve a paginated list of individual WhatsApp event records (unaggregated), including event type, contact number, sender number, message ID, timestamp, and contextual fields like body text, media URL, and error reason where applicable * **Create whatsapp management, whatsapp campaigns, webhooks management** — Create a new WhatsApp message template with the specified name, language, category, and body text * **Update whatsapp campaigns, webhooks management, templates** — Update an existing WhatsApp campaign’s name, status, recipients, or scheduled sending time * **Delete whatsapp campaigns, webhooks management, transac templates** — Delete a WhatsApp campaign by its campaign ID * **History webhooks management export webhooks** — Exports webhook event history to CSV format for analysis and reporting ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `brevomcp_accounts_delete_corporate_sub_account_by_id` [# ](#brevomcp_accounts_delete_corporate_sub_account_by_id)Permanently deletes a sub-account from the corporate master account. Once deleted, all data associated with the sub-account organization is removed and cannot be recovered, so ensure the sub-account is no longer needed before proceeding. 1 param ▾ Permanently deletes a sub-account from the corporate master account. Once deleted, all data associated with the sub-account organization is removed and cannot be recovered, so ensure the sub-account is no longer needed before proceeding. Name Type Required Description `id` integer required Id of the sub-account organization to be deleted `brevomcp_accounts_delete_corporate_user_revoke_by_email` [# ](#brevomcp_accounts_delete_corporate_user_revoke_by_email)Revokes access for an invited admin user on the corporate master account. Once revoked, the user will no longer be able to access the admin account or manage any sub-accounts. This action is permanent and the user would need to be re-invited to regain access. 1 param ▾ Revokes access for an invited admin user on the corporate master account. Once revoked, the user will no longer be able to access the admin account or manage any sub-accounts. This action is permanent and the user would need to be re-invited to regain access. Name Type Required Description `email` string required Email of the invited user `brevomcp_accounts_get_account` [# ](#brevomcp_accounts_get_account)Retrieves details of your Brevo account. 0 params ▾ Retrieves details of your Brevo account. `brevomcp_accounts_get_account_activity` [# ](#brevomcp_accounts_get_account_activity)Retrieves user activity logs from your organization for security monitoring and audit compliance. 5 params ▾ Retrieves user activity logs from your organization for security monitoring and audit compliance. Name Type Required Description `email` string optional Enter the user's email address to filter their activity in the account. `endDate` string optional Mandatory if startDate is used. Enter end date in UTC date (YYYY-MM-DD) format to filter the activity in your account. Maximum time period that can be selected is one month. `limit` string optional Number of documents per page `offset` string optional Index of the first document in the page. `startDate` string optional Mandatory if endDate is used. Enter start date in UTC date (YYYY-MM-DD) format to filter the activity in your account. Maximum time period that can be selected is one month. Additionally, you can retrieve activity logs from the past 12 months from the date of your search. `brevomcp_accounts_get_corporate_invited_users_list` [# ](#brevomcp_accounts_get_corporate_invited_users_list)This endpoint allows you to list all Admin users of your Admin account. You can filter users by type (active or pending) and paginate results using offset and limit. 3 params ▾ This endpoint allows you to list all Admin users of your Admin account. You can filter users by type (active or pending) and paginate results using offset and limit. Name Type Required Description `limit` string optional Number of users to be displayed on each page. This is optional, the default limit is 20, but max allowed limit is 100. `offset` string optional Page number for the result set. This is optional, default value will be the 1st page. `type` string optional User type (active | pending). This is required if offset is provided for limited result. `brevomcp_accounts_get_corporate_ip` [# ](#brevomcp_accounts_get_corporate_ip)Retrieves the list of all active dedicated IPs available on the corporate admin account. Each IP entry includes the IP address, associated domain, and whether it is configured for transactional email sending. 0 params ▾ Retrieves the list of all active dedicated IPs available on the corporate admin account. Each IP entry includes the IP address, associated domain, and whether it is configured for transactional email sending. `brevomcp_accounts_get_corporate_master_account` [# ](#brevomcp_accounts_get_corporate_master_account)Retrieves comprehensive details of the corporate master account, including company information, billing details, current plan configuration with feature quotas, and timezone settings. This endpoint is only accessible by the master account owner. 0 params ▾ Retrieves comprehensive details of the corporate master account, including company information, billing details, current plan configuration with feature quotas, and timezone settings. This endpoint is only accessible by the master account owner. `brevomcp_accounts_get_corporate_sub_account` [# ](#brevomcp_accounts_get_corporate_sub_account)Retrieves a paginated list of all sub-accounts under the corporate master account. Each sub-account entry includes company name, creation date, active status, and group memberships. Use \`offset\` and \`limit\` parameters for pagination. 2 params ▾ Retrieves a paginated list of all sub-accounts under the corporate master account. Each sub-account entry includes company name, creation date, active status, and group memberships. Use \`offset\` and \`limit\` parameters for pagination. Name Type Required Description `limit` integer required Number of sub-accounts to be displayed on each page `offset` integer required Index of the first sub-account in the page `brevomcp_accounts_get_corporate_sub_account_by_id` [# ](#brevomcp_accounts_get_corporate_sub_account_by_id)Retrieves detailed information about a specific sub-account including company name, contact email, group memberships, and comprehensive plan details with credit quotas and feature allocations. 1 param ▾ Retrieves detailed information about a specific sub-account including company name, contact email, group memberships, and comprehensive plan details with credit quotas and feature allocations. Name Type Required Description `id` integer required Id of the sub-account organization `brevomcp_accounts_get_corporate_user_permission` [# ](#brevomcp_accounts_get_corporate_user_permission)Retrieves the granular feature-level permissions assigned to a specific admin user, identified by their email address. The response includes the user's current status (active or pending), the groups they belong to, and a detailed breakdown of feature access permissions. 1 param ▾ Retrieves the granular feature-level permissions assigned to a specific admin user, identified by their email address. The response includes the user's current status (active or pending), the groups they belong to, and a detailed breakdown of feature access permissions. Name Type Required Description `email` string required Email of the invited user. `brevomcp_accounts_invite_admin_user` [# ](#brevomcp_accounts_invite_admin_user)Invites a new member to manage the Admin (master) account by sending an invitation email. 4 params ▾ Invites a new member to manage the Admin (master) account by sending an invitation email. Name Type Required Description `all_features_access` string required All access to the features `email` string required Email address for the organization `privileges` string required No description. `groupIds` string optional Ids of Group `brevomcp_accounts_post_corporate_sso_token` [# ](#brevomcp_accounts_post_corporate_sso_token)Generates a Single Sign-On (SSO) token that allows authentication to the corporate admin account without requiring a separate login. The generated token is valid for 15 days and can be used via the URL https\://account-app.brevo.com/account/login/corporate/sso/\[token]. 1 param ▾ Generates a Single Sign-On (SSO) token that allows authentication to the corporate admin account without requiring a separate login. The generated token is valid for 15 days and can be used via the URL https\://account-app.brevo.com/account/login/corporate/sso/\[token]. Name Type Required Description `email` string required User email of admin account `brevomcp_accounts_post_corporate_sub_account` [# ](#brevomcp_accounts_post_corporate_sub_account)Creates a new sub-account under the corporate master account. The sub-account will be provisioned with the specified company name and email address. Optionally, you can assign the sub-account to one or more groups and set language and timezone preferences. 5 params ▾ Creates a new sub-account under the corporate master account. The sub-account will be provisioned with the specified company name and email address. Optionally, you can assign the sub-account to one or more groups and set language and timezone preferences. Name Type Required Description `companyName` string required Set the name of the sub-account company `email` string required Email address for the organization `groupIds` string optional Set the group(s) for the sub-account `language` string optional Set the language of the sub-account `timezone` string optional Set the timezone of the sub-account `brevomcp_accounts_post_corporate_sub_account_ip_associate` [# ](#brevomcp_accounts_post_corporate_sub_account_ip_associate)Associates a dedicated IP address with one or more sub-account organizations. This allows the specified sub-accounts to use the dedicated IP for sending emails. Both the IP address and a list of sub-account IDs are required. 2 params ▾ Associates a dedicated IP address with one or more sub-account organizations. This allows the specified sub-accounts to use the dedicated IP for sending emails. Both the IP address and a list of sub-account IDs are required. Name Type Required Description `ids` string required Pass the list of sub-account Ids to be associated with the IP address `ip` string required IP address `brevomcp_accounts_post_corporate_sub_account_key` [# ](#brevomcp_accounts_post_corporate_sub_account_key)Generates a new API v3 key for a specific sub-account organization. Both the sub-account ID and a name for the API key are required. The generated key is returned in the response and should be stored securely, as it cannot be retrieved again after creation. 2 params ▾ Generates a new API v3 key for a specific sub-account organization. Both the sub-account ID and a name for the API key are required. The generated key is returned in the response and should be stored securely, as it cannot be retrieved again after creation. Name Type Required Description `id` integer required Id of the sub-account organization `name` string required Name of the API key `brevomcp_accounts_post_corporate_sub_account_sso_token` [# ](#brevomcp_accounts_post_corporate_sub_account_sso_token)Generates a Single Sign-On (SSO) token that allows the master account to authenticate directly into a sub-account without requiring separate login credentials. The generated token is valid for 15 days and can be used via the URL https\://account-app.brevo.com/account/login/sub-account/sso/\[token]. 4 params ▾ Generates a Single Sign-On (SSO) token that allows the master account to authenticate directly into a sub-account without requiring separate login credentials. The generated token is valid for 15 days and can be used via the URL https\://account-app.brevo.com/account/login/sub-account/sso/\[token]. Name Type Required Description `id` integer required Id of the sub-account organization `email` string optional User email of sub-account organization `target` string optional Set target after login success \* automation - Redirect to Automation after login \* email\_campaign - Redirect to Email Campaign after login \* contacts - Redirect to Contacts after login \* landing\_pages - Redirect to Landing Pages after login \* email\_transactional - Redirect to Email Transactional after login \* senders - Redirect to Senders after login \* sms\_campaign - Redirect to Sms Campaign after login \* sms\_transactional - Redirect to Sms Transactional after login `url` string optional Set the full target URL after login success. The user will land directly on this target URL after login `brevomcp_accounts_put_corporate_sub_account_applications_toggle` [# ](#brevomcp_accounts_put_corporate_sub_account_applications_toggle)Enables or disables specific applications for a sub-account organization. Each application can be toggled independently using boolean values. 14 params ▾ Enables or disables specific applications for a sub-account organization. Each application can be toggled independently using boolean values. Name Type Required Description `id` integer required Id of the sub-account organization (mandatory) `automation` string optional Set this field to enable or disable Automation on the sub-account `conversations` string optional Set this field to enable or disable Conversations on the sub-account `crm` string optional Set this field to enable or disable Sales CRM on the sub-account `email_campaigns` string optional Set this field to enable or disable Email Campaigns on the sub-account `facebook_ads` string optional Set this field to enable or disable Facebook ads on the sub-account `inbox` string optional Set this field to enable or disable Inbox on the sub-account / Not applicable on ENTv2 `landing_pages` string optional Set this field to enable or disable Landing pages on the sub-account `meetings` string optional Set this field to enable or disable Meetings on the sub-account `sms_campaigns` string optional Set this field to enable or disable SMS Marketing on the sub-account `transactional_emails` string optional Set this field to enable or disable Transactional Email on the sub-account `transactional_sms` string optional Set this field to enable or disable Transactional SMS on the sub-account `web_push` string optional Set this field to enable or disable Web Push on the sub-account `whatsapp` string optional Set this field to enable or disable Whatsapp campaigns on the sub-account `brevomcp_accounts_put_corporate_sub_account_ip_dissociate` [# ](#brevomcp_accounts_put_corporate_sub_account_ip_dissociate)Removes the association of a dedicated IP address from one or more sub-account organizations. After dissociation, the specified sub-accounts will no longer be able to use this dedicated IP for sending emails. Both the IP address and a list of sub-account IDs are required. 2 params ▾ Removes the association of a dedicated IP address from one or more sub-account organizations. After dissociation, the specified sub-accounts will no longer be able to use this dedicated IP for sending emails. Both the IP address and a list of sub-account IDs are required. Name Type Required Description `ids` string required Pass the list of sub-account Ids to be dissociated from the IP address `ip` string required IP address `brevomcp_accounts_put_corporate_sub_account_plan` [# ](#brevomcp_accounts_put_corporate_sub_account_plan)Updates the plan configuration for a specific sub-account, including credit allocations (email, SMS, WhatsApp, push) and feature quotas (users, landing pages, inbox, sales users). On Corporate solution v2 (ENTv2), you can set unlimited credits by passing -1 as the value. 3 params ▾ Updates the plan configuration for a specific sub-account, including credit allocations (email, SMS, WhatsApp, push) and feature quotas (users, landing pages, inbox, sales users). On Corporate solution v2 (ENTv2), you can set unlimited credits by passing -1 as the value. Name Type Required Description `id` integer required Id of the sub-account organization `credits` string optional Credit details to update `features` string optional Features details to update `brevomcp_accounts_put_corporate_sub_accounts_plan` [# ](#brevomcp_accounts_put_corporate_sub_accounts_plan)Updates the plan configuration for multiple sub-accounts at once with the same credit allocations and feature quotas. This is useful for applying consistent plan settings across a batch of sub-accounts. On Corporate solution v2 (ENTv2), you can set unlimited credits by passing -1. 3 params ▾ Updates the plan configuration for multiple sub-accounts at once with the same credit allocations and feature quotas. This is useful for applying consistent plan settings across a batch of sub-accounts. On Corporate solution v2 (ENTv2), you can set unlimited credits by passing -1. Name Type Required Description `credits` string optional Credit details to update `features` string optional Features details to update `subAccountIds` string optional List of sub-account ids `brevomcp_accounts_put_corporate_user_invitation_by_email` [# ](#brevomcp_accounts_put_corporate_user_invitation_by_email)Allows you to resend or cancel a pending invitation for an admin user. Use the \`resend\` action to send a new invitation email to the recipient, or the \`cancel\` action to revoke the pending invitation entirely. The action is specified as a path parameter and must be either \`resend\` or \`cancel\`. 2 params ▾ Allows you to resend or cancel a pending invitation for an admin user. Use the \`resend\` action to send a new invitation email to the recipient, or the \`cancel\` action to revoke the pending invitation entirely. The action is specified as a path parameter and must be either \`resend\` or \`cancel\`. Name Type Required Description `action` string required Action to be performed (cancel / resend) `email` string required Email address of the recipient `brevomcp_accounts_put_corporate_user_permissions` [# ](#brevomcp_accounts_put_corporate_user_permissions)Updates the feature-level permissions for an existing admin user of your master account, identified by their email address. If \`all\_features\_access\` is set to \`true\`, the user receives full permissions on all features and the \`privileges\` array is ignored. 3 params ▾ Updates the feature-level permissions for an existing admin user of your master account, identified by their email address. If \`all\_features\_access\` is set to \`true\`, the user receives full permissions on all features and the \`privileges\` array is ignored. Name Type Required Description `all_features_access` string required All access to the features `email` string required Email address of Admin user `privileges` string required No description. `brevomcp_attributes_create_attribute` [# ](#brevomcp_attributes_create_attribute)Create a new contact attribute under the specified category and name. 7 params ▾ Create a new contact attribute under the specified category and name. Name Type Required Description `attributeCategory` string required Category of the attribute `attributeName` string required Name of the attribute `enumeration` string optional List of values and labels that the attribute can take. Use only if the attribute's category is "category". None of the category options can exceed max 200 characters. For example: \[{"value":1, "label":"male"}, {"value":2, "label":"female"}] `isRecurring` string optional Type of the attribute. Use only if the attribute's category is 'calculated' or 'global' `multiCategoryOptions` string optional List of options you want to add for multiple-choice attribute. Use only if the attribute's category is "normal" and attribute's type is "multiple-choice". None of the multicategory options can exceed max 200 characters. For example: \["USA","INDIA"] `type` string optional Type of the attribute. Use only if the attribute's category is 'normal', 'category' or 'transactional' Type user and multiple-choice is only available if the category is normal attribute Type id is only available if the category is transactional attribute Type category is only available if the category is category attribute `value` string optional Value of the attribute. Use only if the attribute's category is 'calculated' or 'global' `brevomcp_attributes_delete_attribute` [# ](#brevomcp_attributes_delete_attribute)Permanently delete an existing contact attribute by its category and name. The attribute must exist in the specified category (normal, transactional, category, calculated, or global), otherwise a 404 error is returned. 2 params ▾ Permanently delete an existing contact attribute by its category and name. The attribute must exist in the specified category (normal, transactional, category, calculated, or global), otherwise a 404 error is returned. Name Type Required Description `attributeCategory` string required Category of the attribute `attributeName` string required Name of the existing attribute `brevomcp_attributes_delete_crm_attributes_by_id` [# ](#brevomcp_attributes_delete_crm_attributes_by_id)Delete an existing custom attribute by its identifier. This permanently removes the attribute definition and cleans up all references to it across companies or deals. System-default and non-editable attributes cannot be deleted. 1 param ▾ Delete an existing custom attribute by its identifier. This permanently removes the attribute definition and cleans up all references to it across companies or deals. System-default and non-editable attributes cannot be deleted. Name Type Required Description `id` string required Attribute ID `brevomcp_attributes_delete_multi_attribute_options` [# ](#brevomcp_attributes_delete_multi_attribute_options)Delete a specific option from an existing multiple-choice contact attribute. The attribute type must be "multiple-choice", and both the attribute name and the option to delete must already exist in your account. 3 params ▾ Delete a specific option from an existing multiple-choice contact attribute. The attribute type must be "multiple-choice", and both the attribute name and the option to delete must already exist in your account. Name Type Required Description `attributeType` string required Type of the attribute `multipleChoiceAttribute` string required Name of the existing multiple-choice attribute `multipleChoiceAttributeOption` string required Name of the existing multiple-choice attribute option that you want to delete `brevomcp_attributes_get_attributes` [# ](#brevomcp_attributes_get_attributes)Retrieve all contact attributes defined in your Brevo account, grouped by category (normal, transactional, category, calculated, global). Each attribute includes its name, type, and category, along with enumeration values for category-type attributes and options for multiple-choice-type attributes. 0 params ▾ Retrieve all contact attributes defined in your Brevo account, grouped by category (normal, transactional, category, calculated, global). Each attribute includes its name, type, and category, along with enumeration values for category-type attributes and options for multiple-choice-type attributes. `brevomcp_attributes_get_crm_attributes_companies` [# ](#brevomcp_attributes_get_crm_attributes_companies)Retrieve the list of all attributes defined for companies, including both system-default and custom attributes. Each attribute includes its label, internal name, type, and available options for select-type attributes. 0 params ▾ Retrieve the list of all attributes defined for companies, including both system-default and custom attributes. Each attribute includes its label, internal name, type, and available options for select-type attributes. `brevomcp_attributes_get_crm_attributes_deals` [# ](#brevomcp_attributes_get_crm_attributes_deals)Retrieve the list of all attributes defined for deals, including both system-default and custom attributes. Each attribute includes its label, internal name, type, required status, and available options for select-type attributes. 0 params ▾ Retrieve the list of all attributes defined for deals, including both system-default and custom attributes. Each attribute includes its label, internal name, type, required status, and available options for select-type attributes. `brevomcp_attributes_patch_crm_attributes_by_id` [# ](#brevomcp_attributes_patch_crm_attributes_by_id)Update an existing custom attribute's label or options. You can rename the attribute label or modify the available options for \`single-select\` and \`multi-choice\` attribute types. System-default attributes cannot be modified except for specific editable fields. 4 params ▾ Update an existing custom attribute's label or options. You can rename the attribute label or modify the available options for \`single-select\` and \`multi-choice\` attribute types. System-default attributes cannot be modified except for specific editable fields. Name Type Required Description `id` string required Attribute ID `label` string optional Attribute display label (max 50 characters) `objectType` string optional The type of object the attribute belongs to, it cannot be updated after creation `optionsLabels` string optional Updated labels for selectable options `brevomcp_attributes_post_crm_attributes` [# ](#brevomcp_attributes_post_crm_attributes)Create a new custom attribute for companies or deals. The attribute label must be unique within the object type, cannot exceed 50 characters, and cannot use reserved names. For \`single-select\` or \`multi-choice\` attribute types, you must also provide the \`optionsLabels\` array. 5 params ▾ Create a new custom attribute for companies or deals. The attribute label must be unique within the object type, cannot exceed 50 characters, and cannot use reserved names. For \`single-select\` or \`multi-choice\` attribute types, you must also provide the \`optionsLabels\` array. Name Type Required Description `attributeType` string required The type of attribute (must be one of the defined enums) `label` string required The label for the attribute (max 50 characters, cannot be empty) `objectType` string required The type of object the attribute belongs to. Must be either \`companies\` or \`deals\`. `description` string optional A description of the attribute `optionsLabels` string optional Options for multi-choice or single-select attributes `brevomcp_attributes_update_attribute` [# ](#brevomcp_attributes_update_attribute)Update an existing contact attribute identified by its category and name. For category-type attributes, you can update the enumeration values; for calculated or global attributes, update the computed value formula; and for normal multiple-choice attributes, update the multicategory options. 5 params ▾ Update an existing contact attribute identified by its category and name. For category-type attributes, you can update the enumeration values; for calculated or global attributes, update the computed value formula; and for normal multiple-choice attributes, update the multicategory options. Name Type Required Description `attributeCategory` string required Category of the attribute `attributeName` string required Name of the existing attribute `enumeration` string optional List of the values and labels that the attribute can take. Use only if the attribute's category is "category" None of the category options can exceed max 200 characters. For example, \[{"value":1, "label":"male"}, {"value":2, "label":"female"}] `multiCategoryOptions` string optional Use this option to add multiple-choice attributes options only if the attribute's category is "normal". This option is specifically designed for updating multiple-choice attributes. None of the multicategory options can exceed max 200 characters.. For example: \["USA","INDIA"] `value` string optional Value of the attribute to update. Use only if the attribute's category is 'calculated' or 'global' `brevomcp_campaign_analytics_get_ab_test_campaign_result` [# ](#brevomcp_campaign_analytics_get_ab_test_campaign_result)Retrieve the results of an A/B test email campaign, including the winning version, open and click rates, and per-version statistics. The campaign must have A/B testing enabled; if the campaign is still in draft and has not been scheduled, an empty response is returned. 1 param ▾ Retrieve the results of an A/B test email campaign, including the winning version, open and click rates, and per-version statistics. The campaign must have A/B testing enabled; if the campaign is still in draft and has not been scheduled, an empty response is returned. Name Type Required Description `campaignId` integer required Id of the A/B test campaign `brevomcp_campaign_analytics_get_aggregated_smtp_report` [# ](#brevomcp_campaign_analytics_get_aggregated_smtp_report)Retrieve aggregated transactional email statistics (requests, delivered, opens, clicks, bounces, spam reports, blocked, invalid, unsubscribed) for a specified time period. 4 params ▾ Retrieve aggregated transactional email statistics (requests, delivered, opens, clicks, bounces, spam reports, blocked, invalid, unsubscribed) for a specified time period. Name Type Required Description `days` string optional Number of days in the past including today (positive integer, maximum 90). \_Not compatible with 'startDate' and 'endDate'\_. Defaults to 90 if neither dates nor days are provided. `endDate` string optional Mandatory if startDate is used. Ending date of the report (YYYY-MM-DD). Must be greater than equal to startDate `startDate` string optional Mandatory if endDate is used. Starting date of the report (YYYY-MM-DD). Must be lower than equal to endDate `tag` string optional Tag of the emails `brevomcp_campaign_analytics_get_email_event_report` [# ](#brevomcp_campaign_analytics_get_email_event_report)Retrieve a paginated list of individual transactional email event records (unaggregated), including event type, recipient email, sender, message ID, subject, timestamp, tag, template ID, and contextual fields like IP address, link, and bounce reason where applicable. 11 params ▾ Retrieve a paginated list of individual transactional email event records (unaggregated), including event type, recipient email, sender, message ID, subject, timestamp, tag, template ID, and contextual fields like IP address, link, and bounce reason where applicable. Name Type Required Description `days` string optional Number of days in the past including today (positive integer, maximum 90). \_Not compatible with 'startDate' and 'endDate'\_. Defaults to 30 if neither dates nor days are provided. `email` string optional Filter the report for a specific email addresses `endDate` string optional Mandatory if startDate is used. Ending date of the report (YYYY-MM-DD). Must be greater than equal to startDate `event` string optional Filter the report for a specific event type `limit` string optional Number limitation for the result returned `messageId` string optional Filter on a specific message id `offset` string optional Beginning point in the list to retrieve from. `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting date of the report (YYYY-MM-DD). Must be lower than equal to endDate `tags` string optional Filter the report for tags (serialized and urlencoded array) `templateId` string optional Filter on a specific template id `brevomcp_campaign_analytics_get_smtp_report` [# ](#brevomcp_campaign_analytics_get_smtp_report)Retrieve a day-by-day breakdown of transactional email statistics (requests, delivered, opens, unique opens, clicks, unique clicks, hard bounces, soft bounces, spam reports, blocked, invalid, unsubscribed) for a specified time period. 7 params ▾ Retrieve a day-by-day breakdown of transactional email statistics (requests, delivered, opens, unique opens, clicks, unique clicks, hard bounces, soft bounces, spam reports, blocked, invalid, unsubscribed) for a specified time period. Name Type Required Description `days` string optional Number of days in the past including today (positive integer, maximum 30). \_Not compatible with 'startDate' and 'endDate'\_ `endDate` string optional Mandatory if startDate is used. Ending date of the report (YYYY-MM-DD) `limit` string optional Number of documents returned per page `offset` string optional Index of the first document on the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting date of the report (YYYY-MM-DD) `tag` string optional Tag of the emails `brevomcp_categories_create_update_batch_category` [# ](#brevomcp_categories_create_update_batch_category)Create or update multiple ecommerce categories in a single request. The \`categories\` array accepts up to 100 category objects, each requiring a unique \`id\`. When \`updateEnabled\` is \`false\` (the default), all categories are inserted as new; if any ID already exists, a \`400\` error is returned. 2 params ▾ Create or update multiple ecommerce categories in a single request. The \`categories\` array accepts up to 100 category objects, each requiring a unique \`id\`. When \`updateEnabled\` is \`false\` (the default), all categories are inserted as new; if any ID already exists, a \`400\` error is returned. Name Type Required Description `categories` string required array of categories objects `updateEnabled` string optional Facilitate to update the existing categories in the same request (updateEnabled = true) `brevomcp_categories_create_update_category` [# ](#brevomcp_categories_create_update_category)Create a new ecommerce category or update an existing one, identified by the mandatory \`id\` field. When \`updateEnabled\` is set to \`false\` (the default), the endpoint performs an insert and returns \`201\`; if the category ID already exists, a \`400\` error is returned. 6 params ▾ Create a new ecommerce category or update an existing one, identified by the mandatory \`id\` field. When \`updateEnabled\` is set to \`false\` (the default), the endpoint performs an insert and returns \`201\`; if the category ID already exists, a \`400\` error is returned. Name Type Required Description `id` string required Unique Category ID as saved in the shop `deletedAt` string optional UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) of the category deleted from the shop's database `isDeleted` string optional category deleted from the shop's database `name` string optional Mandatory in case of creation. Name of the Category, as displayed in the shop `updateEnabled` string optional Facilitate to update the existing category in the same request (updateEnabled = true) `url` string optional URL to the category `brevomcp_categories_get_categories` [# ](#brevomcp_categories_get_categories)Retrieve a paginated list of all ecommerce categories stored in your Brevo account. Results are sorted by creation date in descending order by default, and can be filtered by category IDs, name, modification date, creation date, or deletion status. 8 params ▾ Retrieve a paginated list of all ecommerce categories stored in your Brevo account. Results are sorted by creation date in descending order by default, and can be filtered by category IDs, name, modification date, creation date, or deletion status. Name Type Required Description `createdSince` string optional Filter (urlencoded) the categories created after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `ids` string optional Filter by category ids `isDeleted` string optional Filter categories by their deletion status. If \`false\` is passed, only categories that are not deleted will be returned. `limit` string optional Number of documents per page `modifiedSince` string optional Filter (urlencoded) the categories modified after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `name` string optional Filter by category name `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_categories_get_category_info` [# ](#brevomcp_categories_get_category_info)Retrieve the full details of a single ecommerce category by its unique ID. The response includes the category name, URL, creation and modification timestamps, and deletion status. Returns a \`404\` error if no category matches the provided ID. 1 param ▾ Retrieve the full details of a single ecommerce category by its unique ID. The response includes the category name, URL, creation and modification timestamps, and deletion status. Returns a \`404\` error if no category matches the provided ID. Name Type Required Description `id` string required Category ID `brevomcp_companies_delete_by_id` [# ](#brevomcp_companies_delete_by_id)Permanently delete a company by its identifier. The requesting user must be the company owner or have manage permission on companies; otherwise, a 403 Forbidden error is returned. 1 param ▾ Permanently delete a company by its identifier. The requesting user must be the company owner or have manage permission on companies; otherwise, a 403 Forbidden error is returned. Name Type Required Description `id` string required Company ID to delete `brevomcp_companies_get_by_id` [# ](#brevomcp_companies_get_by_id)Retrieve the full details of a single company by its identifier, including its attributes, linked contacts, and linked deals. Returns a 404 error if the company does not exist, or a 403 error if the user lacks permission to view the company. 1 param ▾ Retrieve the full details of a single company by its identifier, including its attributes, linked contacts, and linked deals. Returns a 404 error if the company does not exist, or a 403 error if the user lacks permission to view the company. Name Type Required Description `id` string required Get Company Details `brevomcp_companies_get_companies` [# ](#brevomcp_companies_get_companies)Retrieve a paginated list of companies with optional filtering, sorting, and search capabilities. Results are sorted by creation date in descending order by default with a default page of 1 and limit of 50. 9 params ▾ Retrieve a paginated list of companies with optional filtering, sorting, and search capabilities. Results are sorted by creation date in descending order by default with a default page of 1 and limit of 50. Name Type Required Description `createdSince` string optional Filter (urlencoded) the companies created after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `filters_attributes_name` string optional Filter by attributes. If you have a filter for the owner on your side please send it as filters\[attributes.owner] and utilize the account email for the filtering. `limit` string optional Number of documents per page `linkedContactsIds` string optional Filter by linked contacts ids `linkedDealsIds` string optional Filter by linked Deals ids `modifiedSince` string optional Filter (urlencoded) the companies modified after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `page` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order. Default order is descending by creation if \`sort\` is not passed `sortBy` string optional The field used to sort field names. `brevomcp_companies_patch_by_id` [# ](#brevomcp_companies_patch_by_id)Update an existing company's attributes, name, linked contacts, or linked deals. Note that passing \`linkedContactsIds\` or \`linkedDealsIds\` replaces the entire list of associations, so omitted IDs will be removed. The company name cannot be set to an empty string. 6 params ▾ Update an existing company's attributes, name, linked contacts, or linked deals. Note that passing \`linkedContactsIds\` or \`linkedDealsIds\` replaces the entire list of associations, so omitted IDs will be removed. The company name cannot be set to an empty string. Name Type Required Description `id` string required No description. `attributes` string optional Attributes for company update `countryCode` string optional Country code if phone\_number is passed in attributes. `linkedContactsIds` string optional Warning - Using PATCH on linkedContactIds replaces the list of linked contacts. Omitted IDs will be removed. `linkedDealsIds` string optional Warning - Using PATCH on linkedDealsIds replaces the list of linked deals. Omitted IDs will be removed. `name` string optional Name of company `brevomcp_companies_patch_link_unlink_by_id` [# ](#brevomcp_companies_patch_link_unlink_by_id)Link or unlink contacts and deals with a specific company in a single request. You can simultaneously link new contacts/deals and unlink existing ones by providing the respective ID arrays in the request body. At least one of the four arrays must contain values. 5 params ▾ Link or unlink contacts and deals with a specific company in a single request. You can simultaneously link new contacts/deals and unlink existing ones by providing the respective ID arrays in the request body. At least one of the four arrays must contain values. Name Type Required Description `id` string required ID of the company to link or unlink entities with `linkContactIds` string optional Contact IDs for contacts to be linked with the company `linkDealsIds` string optional Deal IDs for deals to be linked with the company `unlinkContactIds` string optional Contact IDs for contacts to be unlinked from the company `unlinkDealsIds` string optional Deal IDs for deals to be unlinked from the company `brevomcp_companies_post_companies` [# ](#brevomcp_companies_post_companies)Create a new CRM company with the specified name, attributes, and optional associations to contacts and deals. The company name is required, and you can optionally provide a country code when a phone number attribute is included. 5 params ▾ Create a new CRM company with the specified name, attributes, and optional associations to contacts and deals. The company name is required, and you can optionally provide a country code when a phone number attribute is included. Name Type Required Description `name` string required Name of company `attributes` string optional Attributes for company creation `countryCode` string optional Country code if phone\_number is passed in attributes. `linkedContactsIds` string optional Contact ids to be linked with company `linkedDealsIds` string optional Deal ids to be linked with company `brevomcp_companies_post_import` [# ](#brevomcp_companies_post_import)Import companies in bulk from a CSV file with configurable mapping options. The CSV file must have the first row as column headers matching attribute internal names. 0 params ▾ Import companies in bulk from a CSV file with configurable mapping options. The CSV file must have the first row as column headers matching attribute internal names. `brevomcp_contact_import_export_create_doi_contact` [# ](#brevomcp_contact_import_export_create_doi_contact)Create a contact using the Double Opt-In (DOI) flow. A confirmation email is sent to the provided email address using the specified DOI template. The contact is only fully created after the recipient clicks the confirmation link. 6 params ▾ Create a contact using the Double Opt-In (DOI) flow. A confirmation email is sent to the provided email address using the specified DOI template. The contact is only fully created after the recipient clicks the confirmation link. Name Type Required Description `email` string required Email address where the confirmation email will be sent. This email address will be the identifier for all other contact attributes. `includeListIds` string required Lists under user account where contact should be added `redirectionUrl` string required URL of the web page that user will be redirected to after clicking on the double opt in URL. When editing your DOI template you can reference this URL by using the tag {{ params.DOIurl }}. `templateId` integer required Id of the Double opt-in (DOI) template `attributes` string optional Pass the set of attributes and their values. These attributes must be present in your Brevo account. For eg. {'FNAME':'Elly', 'LNAME':'Roger', 'COUNTRIES': \['India','China']} `excludeListIds` string optional Lists under user account where contact should not be added `brevomcp_contact_import_export_get_contacts_from_list` [# ](#brevomcp_contact_import_export_get_contacts_from_list)Retrieve all contacts belonging to a specific list, identified by its list ID. Results are paginated with a default of 50 contacts per page (maximum 500) and sorted in descending order of creation. You can optionally filter contacts by their modification date using the modifiedSince parameter. 5 params ▾ Retrieve all contacts belonging to a specific list, identified by its list ID. Results are paginated with a default of 50 contacts per page (maximum 500) and sorted in descending order of creation. You can optionally filter contacts by their modification date using the modifiedSince parameter. Name Type Required Description `listId` integer required Id of the list `limit` string optional Number of documents per page `modifiedSince` string optional Filter (urlencoded) the contacts modified after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_contact_import_export_import_contacts` [# ](#brevomcp_contact_import_export_import_contacts)Import contacts into your Brevo account from a CSV file body, a JSON body, or a remote file URL. Exactly one of fileBody, jsonBody, or fileUrl must be provided. The maximum allowed size for fileBody and jsonBody is 10 MB (8 MB recommended); for larger imports, use the fileUrl option. 11 params ▾ Import contacts into your Brevo account from a CSV file body, a JSON body, or a remote file URL. Exactly one of fileBody, jsonBody, or fileUrl must be provided. The maximum allowed size for fileBody and jsonBody is 10 MB (8 MB recommended); for larger imports, use the fileUrl option. Name Type Required Description `disableNotification` string optional To disable email notification `emailBlacklist` string optional To blacklist all the contacts for email `emptyContactsAttributes` string optional To facilitate the choice to erase any attribute of the existing contacts with empty value. emptyContactsAttributes = true means the empty fields in your import will erase any attribute that currently contain data in Brevo, & emptyContactsAttributes = false means the empty fields will not affect your existing data ( only available if \`updateExistingContacts\` set to true ) `fileBody` string optional Mandatory if fileUrl and jsonBody is not defined. CSV content to be imported. Use semicolon to separate multiple attributes. Maximum allowed file body size is 10MB . However we recommend a safe limit of around 8 MB to avoid the issues caused due to increase of file body size while parsing. Please use fileUrl instead to import bigger files. `fileUrl` string optional Mandatory if fileBody and jsonBody is not defined. URL of the file to be imported (no local file). Possible file formats: #### .txt, .csv, .json `jsonBody` string optional Mandatory if fileUrl and fileBody is not defined. JSON content to be imported. Maximum allowed json body size is 10MB . However we recommend a safe limit of around 8 MB to avoid the issues caused due to increase of json body size while parsing. Please use fileUrl instead to import bigger files. `listIds` string optional Mandatory if newList is not defined. Ids of the lists in which the contacts shall be imported. For example, \[2, 4, 7]. `newList` string optional To create a new list and import the contacts into it, pass the listName and an optional folderId. `notifyUrl` string optional URL that will be called once the import process is finished. For reference, https\://help.brevo.com/hc/en-us/articles/360007666479 `smsBlacklist` string optional To blacklist all the contacts for sms `updateExistingContacts` string optional To facilitate the choice to update the existing contacts `brevomcp_contact_import_export_request_contact_export` [# ](#brevomcp_contact_import_export_request_contact_export)Export contacts from your Brevo account based on custom filters. You must provide a customContactFilter with at least one action type (actionForContacts, actionForEmailCampaigns, or actionForSmsCampaigns). When using actionForContacts, either a listId or segmentId must be included. 8 params ▾ Export contacts from your Brevo account based on custom filters. You must provide a customContactFilter with at least one action type (actionForContacts, actionForEmailCampaigns, or actionForSmsCampaigns). When using actionForContacts, either a listId or segmentId must be included. Name Type Required Description `customContactFilter` string required Set the filter for the contacts to be exported. `disableNotification` string optional To avoid generating the email notification upon contact export, pass true `exportAttributes` string optional List of all the attributes that you want to export. These attributes must be present in your contact database. It is required if exportMandatoryAttributes is set false. For example: \['fname', 'lname', 'email'] `exportDateInUTC` string optional Specifies whether the date fields createdAt, modifiedAt in the exported data should be returned in UTC format. `exportMandatoryAttributes` string optional To export mandatory attributes like EMAIL, ADDED\_TIME, MODIFIED\_TIME `exportMetadata` string optional Export metadata of contacts such as \_listIds, ADDED\_TIME, MODIFIED\_TIME. `exportSubscriptionStatus` string optional Export subscription status of contacts for email & sms marketting. Pass email\_marketing to obtain the marketing email subscription status & sms\_marketing to retrieve the marketing SMS status of the contact. `notifyUrl` string optional Webhook that will be called once the export process is finished. For reference, https\://help.brevo.com/hc/en-us/articles/360007666479 `brevomcp_contact_import_export_update_batch_contacts` [# ](#brevomcp_contact_import_export_update_batch_contacts)Update multiple contacts in a single API call by passing an array of contact objects, with a maximum of 100 contacts per request. Each contact in the array must be identified by exactly one of: email, id, or sms. 1 param ▾ Update multiple contacts in a single API call by passing an array of contact objects, with a maximum of 100 contacts per request. Each contact in the array must be identified by exactly one of: email, id, or sms. Name Type Required Description `contacts` string required List of contacts to be updated `brevomcp_contacts_create_contact` [# ](#brevomcp_contacts_create_contact)Creates new contacts on Brevo. Contacts can be created by passing either - 1. email address of the contact (email\_id), 2. phone number of the contact (to be passed as "SMS" field in "attributes" along with proper country code), For example- {"SMS":"+91xxxxxxxxxx"} or {"SMS":"0091xxxxxxxxxx"} 3. 8 params ▾ Creates new contacts on Brevo. Contacts can be created by passing either - 1. email address of the contact (email\_id), 2. phone number of the contact (to be passed as "SMS" field in "attributes" along with proper country code), For example- {"SMS":"+91xxxxxxxxxx"} or {"SMS":"0091xxxxxxxxxx"} 3. Name Type Required Description `attributes` string optional Pass the set of attributes and their values. The attribute's parameter should be passed in capital letter while creating a contact. Values that don't match the attribute type (e.g. text or string in a date attribute) will be ignored. These attributes must be present in your Brevo account. For eg: {"FNAME":"Elly", "LNAME":"Roger", "COUNTRIES": \["India","China"]} `email` string optional Email address of the user. Mandatory if "ext\_id" & "SMS" field is not passed. `emailBlacklisted` string optional Set this field to blacklist the contact for emails (emailBlacklisted = true) `ext_id` string optional Pass your own Id to create a contact. `listIds` string optional Ids of the lists to add the contact to `smsBlacklisted` string optional Set this field to blacklist the contact for SMS (smsBlacklisted = true) `smtpBlacklistSender` string optional transactional email forbidden sender for contact. Use only for email Contact ( only available if updateEnabled = true ) `updateEnabled` string optional Facilitate to update the existing contact in the same request (updateEnabled = true) `brevomcp_contacts_delete_contact` [# ](#brevomcp_contacts_delete_contact)Permanently delete a contact identified by their email address, numeric ID, or other identifier. Without the identifierType query parameter, the API only accepts email addresses (email\_id) or numeric contact IDs (contact\_id) as the path parameter. 2 params ▾ Permanently delete a contact identified by their email address, numeric ID, or other identifier. Without the identifierType query parameter, the API only accepts email addresses (email\_id) or numeric contact IDs (contact\_id) as the path parameter. Name Type Required Description `identifier` string required Email (urlencoded) OR ID of the contact OR EXT\_ID attribute (urlencoded) `identifierType` string optional email\_id for Email, contact\_id for ID of the contact, ext\_id for EXT\_ID attribute, phone\_id for SMS attribute, whatsapp\_id for WHATSAPP attribute, landline\_number\_id for LANDLINE\_NUMBER attribute `brevomcp_contacts_get_contact_info` [# ](#brevomcp_contacts_get_contact_info)Retrieve contact details by email, phone, or Brevo contact ID. 4 params ▾ Retrieve contact details by email, phone, or Brevo contact ID. Name Type Required Description `identifier` string required Email (urlencoded) OR ID of the contact OR its SMS attribute value OR EXT\_ID attribute (urlencoded) `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD) of the statistic events specific to campaigns. Must be greater than equal to startDate. Must not be greater than the current date. `identifierType` string optional email\_id for Email, phone\_id for SMS attribute, contact\_id for ID of the contact, ext\_id for EXT\_ID attribute, whatsapp\_id for WHATSAPP attribute, landline\_number\_id for LANDLINE\_NUMBER attribute `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD) of the statistic events specific to campaigns. Must be lower than equal to endDate. Must not be greater than the current date. `brevomcp_contacts_get_contact_stats` [# ](#brevomcp_contacts_get_contact_stats)Retrieve email campaign statistics for a specific contact identified by email address or numeric ID. Statistics include messages sent, opens, clicks, hard/soft bounces, deliveries, unsubscriptions, complaints, and transactional attributes. 3 params ▾ Retrieve email campaign statistics for a specific contact identified by email address or numeric ID. Statistics include messages sent, opens, clicks, hard/soft bounces, deliveries, unsubscriptions, complaints, and transactional attributes. Name Type Required Description `identifier` string required Email address (urlencoded) or numeric ID of the contact. If the value is numeric, it is treated as a contact ID; otherwise it is treated as an email address. `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD) of the statistic events specific to campaigns. Must be greater than equal to startDate. Must not be greater than the current date. Maximum difference between startDate and endDate should not be greater than 90 days. `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD) of the statistic events specific to campaigns. Must be lower than equal to endDate. Must not be greater than the current date. `brevomcp_contacts_get_contacts` [# ](#brevomcp_contacts_get_contacts)Retrieve all contacts from your Brevo account with support for pagination, filtering, and sorting. 9 params ▾ Retrieve all contacts from your Brevo account with support for pagination, filtering, and sorting. Name Type Required Description `createdSince` string optional Filter (urlencoded) the contacts created after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `filter` string optional Filter the contacts on the basis of attributes. Allowed operator: equals. For multiple-choice options, the filter will apply an AND condition between the options. For category attributes, the filter will work with both id and value. (e.g. filter=equals(FIRSTNAME,"Antoine"), filter=equals(B1, true), filter=equals(DOB, "1989-11-23"), filter=equals(GENDER, "1"), filter=equals(GENDER, "MALE"), filter=equals(COUNTRY,"USA, INDIA") `ids` string optional Filter by a list of contact IDs. You can pass a maximum of 20 IDs. All elements must be integers. `limit` string optional Number of documents per page `listIds` string optional Ids of the list. Either listIds or segmentId can be passed. `modifiedSince` string optional Filter (urlencoded) the contacts modified after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `offset` string optional Index of the first document of the page `segmentId` string optional Id of the segment. Either listIds or segmentId can be passed. Must be a positive integer (minimum value of 1). `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_contacts_update_contact` [# ](#brevomcp_contacts_update_contact)Update an existing contact identified by their email address, numeric ID, or other identifier. Without the identifierType query parameter, only email addresses and numeric contact IDs are accepted as the path parameter. 9 params ▾ Update an existing contact identified by their email address, numeric ID, or other identifier. Without the identifierType query parameter, only email addresses and numeric contact IDs are accepted as the path parameter. Name Type Required Description `identifier` string required Email (urlencoded) OR ID of the contact OR EXT\_ID attribute (urlencoded) OR its SMS attribute value OR its WHATSAPP attribute value OR its LANDLINE\_NUMBER attribute value `attributes` string optional Pass the set of attributes to be updated. These attributes must be present in your account. To update existing email address of a contact with the new one please pass EMAIL in attributes. For example, { "EMAIL":"newemail\@domain.com", "FNAME":"Ellie", "LNAME":"Roger", "COUNTRIES":\["India","China"]}. The attribute's parameter should be passed in capital letter while updating a contact. Values that don't match the attribute type (e.g. text or string in a date attribute) will be ignored .Keep in mind transactional attributes can be updated the same way as normal attributes. Mobile Number in SMS field should be passed with proper country code. For example: {"SMS":"+91xxxxxxxxxx"} or {"SMS":"0091xxxxxxxxxx"} `emailBlacklisted` string optional Set/unset this field to blacklist/allow the contact for emails (emailBlacklisted = true) `ext_id` string optional Pass your own Id to update ext\_id of a contact. `identifierType` string optional email\_id for Email, contact\_id for ID of the contact, ext\_id for EXT\_ID attribute, phone\_id for SMS attribute, whatsapp\_id for WHATSAPP attribute, landline\_number\_id for LANDLINE\_NUMBER attribute `listIds` string optional Ids of the lists to add the contact to `smsBlacklisted` string optional Set/unset this field to blacklist/allow the contact for SMS (smsBlacklisted = true) `smtpBlacklistSender` string optional transactional email forbidden sender for contact. Use only for email Contact `unlinkListIds` string optional Ids of the lists to remove the contact from `brevomcp_conversations_delete_messages_by_id` [# ](#brevomcp_conversations_delete_messages_by_id)Delete a message sent by an agent. Only non-pushed, non-triggered agent messages from the chat widget can be deleted. Messages originating from external channels (email, SMS, etc.) cannot be deleted and will return a \`400\` error. 1 param ▾ Delete a message sent by an agent. Only non-pushed, non-triggered agent messages from the chat widget can be deleted. Messages originating from external channels (email, SMS, etc.) cannot be deleted and will return a \`400\` error. Name Type Required Description `id` string required ID of the message `brevomcp_conversations_delete_pushed_messages_by_id` [# ](#brevomcp_conversations_delete_pushed_messages_by_id)Delete an automated (pushed) message by its ID. Only messages that were originally sent via the pushed messages endpoint can be deleted using this endpoint. Returns \`204\` with an empty body on success. 1 param ▾ Delete an automated (pushed) message by its ID. Only messages that were originally sent via the pushed messages endpoint can be deleted using this endpoint. Returns \`204\` with an empty body on success. Name Type Required Description `id` string required ID of the message `brevomcp_conversations_get_messages_by_id` [# ](#brevomcp_conversations_get_messages_by_id)Retrieve a single message by its ID. Both agent and visitor messages can be retrieved, but service messages (such as join/leave notifications) are excluded. 1 param ▾ Retrieve a single message by its ID. Both agent and visitor messages can be retrieved, but service messages (such as join/leave notifications) are excluded. Name Type Required Description `id` string required ID of the message `brevomcp_conversations_get_pushed_messages_by_id` [# ](#brevomcp_conversations_get_pushed_messages_by_id)Retrieve a single automated (pushed) message by its ID. Only messages that were originally sent via the pushed messages endpoint can be retrieved using this endpoint; regular agent messages are not returned. 1 param ▾ Retrieve a single automated (pushed) message by its ID. Only messages that were originally sent via the pushed messages endpoint can be retrieved using this endpoint; regular agent messages are not returned. Name Type Required Description `id` string required ID of the message sent previously `brevomcp_conversations_post_agent_online_ping` [# ](#brevomcp_conversations_post_agent_online_ping)Sets the agent's status to online for 2-3 minutes. We recommend pinging this endpoint every minute for as long as the agent has to be considered online. You must provide either \`agentId\` alone, or all three of \`agentEmail\` + \`agentName\` + \`receivedFrom\` to identify the agent. 5 params ▾ Sets the agent's status to online for 2-3 minutes. We recommend pinging this endpoint every minute for as long as the agent has to be considered online. You must provide either \`agentId\` alone, or all three of \`agentEmail\` + \`agentName\` + \`receivedFrom\` to identify the agent. Name Type Required Description `agentEmail` string optional Agent's email address. When sending online pings from a standalone system, it's hard to maintain a 1-to-1 relationship between the users of both systems. In this case, an agent can be specified by their email address. If there's no agent with the specified email address in your Brevo organization, a dummy agent will be created automatically. `agentGroups` string optional An array of group IDs the agent should belong to. When provided, the agent is added to the listed groups and removed from any groups not in the list. Each ID must be a 17-character alphanumeric string. `agentId` string optional Agent ID. It can be found on the agent's page or received \from a webhook\. Alternatively, you can use \`agentEmail\` + \`agentName\` + \`receivedFrom\` instead (all 3 fields required). `agentName` string optional Agent's name. `receivedFrom` string optional Mark your messages to distinguish messages created by you from the others. `brevomcp_conversations_post_messages` [# ](#brevomcp_conversations_post_messages)Send a message as an agent to an existing visitor's conversation. You must provide either \`agentId\` alone, or all three of \`agentEmail\` + \`agentName\` + \`receivedFrom\` to identify the agent. 6 params ▾ Send a message as an agent to an existing visitor's conversation. You must provide either \`agentId\` alone, or all three of \`agentEmail\` + \`agentName\` + \`receivedFrom\` to identify the agent. Name Type Required Description `text` string required Message text. `visitorId` string required Visitor's ID received \from a webhook\ or generated by you to \bind an existing user account to Conversations\. `agentEmail` string optional Agent's email address. When sending messages from a standalone system, it's hard to maintain a 1-to-1 relationship between the users of both systems. In this case, an agent can be specified by their email address. If there's no agent with the specified email address in your Brevo organization, a dummy agent will be created automatically. `agentId` string optional Agent ID. It can be found on the agent's page or received \from a webhook\. Alternatively, you can use \`agentEmail\` + \`agentName\` + \`receivedFrom\` instead (all 3 fields required). `agentName` string optional Agent's name. `receivedFrom` string optional Mark your messages to distinguish messages created by you from the others. Useful in two-way integrations to filter out your own messages when received via a webhook. `brevomcp_conversations_post_pushed_messages` [# ](#brevomcp_conversations_post_pushed_messages)Send an automated (pushed) message to one or more visitors on behalf of an agent. Example use cases include order status updates, announcing new features, or proactive outreach. You can target a single visitor with \`visitorId\` or up to 250 visitors at once with \`visitorIds\`. 6 params ▾ Send an automated (pushed) message to one or more visitors on behalf of an agent. Example use cases include order status updates, announcing new features, or proactive outreach. You can target a single visitor with \`visitorId\` or up to 250 visitors at once with \`visitorIds\`. Name Type Required Description `text` string required Message text. `agentId` string optional Agent ID. It can be found on the agent's page or received \from a webhook\. If neither \`agentId\` nor \`groupId\` is specified, a random agent from your organization is selected. `groupId` string optional Group ID. It can be found on the group's page. A random agent from this group will be selected to send the message. Cannot be used together with \`agentId\`. `receivedFrom` string optional Mark your messages to distinguish messages created by you from the others. Useful in two-way integrations to filter out your own messages when received via a webhook. `visitorId` string optional Visitor's ID received \from a webhook\ or generated by you to \bind an existing user account to Conversations\. Either \`visitorId\` or \`visitorIds\` must be provided, but not both. `visitorIds` string optional An array of visitor IDs to send the message to in bulk. A maximum of 250 IDs can be specified per request. Duplicate IDs are automatically removed. When using this field, the API returns \`201\` with an empty body and messages are delivered asynchronously. Either \`visitorId\` or \`visitorIds\` must be provided, but not both. `brevomcp_conversations_put_messages_by_id` [# ](#brevomcp_conversations_put_messages_by_id)Update the text of a message sent by an agent. Only non-pushed, non-triggered agent messages from the chat widget can be edited. Messages originating from external channels (email, SMS, etc.) cannot be updated and will return a \`400\` error. The message text has a maximum length of 4096 characters. 2 params ▾ Update the text of a message sent by an agent. Only non-pushed, non-triggered agent messages from the chat widget can be edited. Messages originating from external channels (email, SMS, etc.) cannot be updated and will return a \`400\` error. The message text has a maximum length of 4096 characters. Name Type Required Description `id` string required ID of the message `text` string required The new message text. `brevomcp_conversations_put_pushed_messages_by_id` [# ](#brevomcp_conversations_put_pushed_messages_by_id)Update the text of an automated (pushed) message. Only messages that were originally sent via the pushed messages endpoint can be updated using this endpoint. The message text has a maximum length of 4096 characters. The \`text\` and \`html\` fields of the message will be updated. 2 params ▾ Update the text of an automated (pushed) message. Only messages that were originally sent via the pushed messages endpoint can be updated using this endpoint. The message text has a maximum length of 4096 characters. The \`text\` and \`html\` fields of the message will be updated. Name Type Required Description `id` string required ID of the message `text` string required The new message text. `brevomcp_coupons_create_coupon_collection` [# ](#brevomcp_coupons_create_coupon_collection)Create a new coupon collection with a name and a default coupon value. You can optionally set an expiration date in RFC3339 format and configure alert thresholds to receive email notifications when remaining coupons or remaining days before expiration fall below a specified number. 5 params ▾ Create a new coupon collection with a name and a default coupon value. You can optionally set an expiration date in RFC3339 format and configure alert thresholds to receive email notifications when remaining coupons or remaining days before expiration fall below a specified number. Name Type Required Description `defaultCoupon` string required Default coupons collection name `name` string required Name of the coupons collection `expirationDate` string optional Specify an expiration date for the coupon collection in RFC3339 format. Use null to remove the expiration date. `remainingCouponsAlert` string optional Send a notification alert (email) when the remaining coupons count is equal or fall bellow this number. Use null to disable alerts. `remainingDaysAlert` string optional Send a notification alert (email) when the remaining days until the expiration date are equal or fall bellow this number. Use null to disable alerts. `brevomcp_coupons_create_coupons` [# ](#brevomcp_coupons_create_coupons)Add coupons to an existing coupon collection. The \`coupons\` array must contain between 1 and 10,000 unique coupon code strings, all associated with the specified \`collectionId\`. Coupon creation is processed asynchronously and a \`204\` status is returned immediately upon acceptance. 2 params ▾ Add coupons to an existing coupon collection. The \`coupons\` array must contain between 1 and 10,000 unique coupon code strings, all associated with the specified \`collectionId\`. Coupon creation is processed asynchronously and a \`204\` status is returned immediately upon acceptance. Name Type Required Description `collectionId` string required The id of the coupon collection for which the coupons will be created `coupons` string required No description. `brevomcp_coupons_get_coupon_collection` [# ](#brevomcp_coupons_get_coupon_collection)Retrieve the details of a single coupon collection by its UUID. The response includes the collection name, default coupon value, total and remaining coupon counts, and creation timestamp. Returns a \`404\` error if no collection matches the provided ID. 1 param ▾ Retrieve the details of a single coupon collection by its UUID. The response includes the collection name, default coupon value, total and remaining coupon counts, and creation timestamp. Returns a \`404\` error if no collection matches the provided ID. Name Type Required Description `id` string required Id of the collection to return `brevomcp_coupons_get_coupon_collections` [# ](#brevomcp_coupons_get_coupon_collections)Retrieve a paginated list of all coupon collections in your Brevo account. Results can be sorted by creation date, remaining coupons count, or expiration date, in ascending or descending order. Pagination defaults to 50 collections per page (maximum 100). 4 params ▾ Retrieve a paginated list of all coupon collections in your Brevo account. Results can be sorted by creation date, remaining coupons count, or expiration date, in ascending or descending order. Pagination defaults to 50 collections per page (maximum 100). Name Type Required Description `limit` string optional Number of documents returned per page `offset` string optional Index of the first document on the page `sort` string optional Sort the results by creation time in ascending/descending order `sortBy` string optional The field used to sort coupon collections `brevomcp_coupons_update_coupon_collection` [# ](#brevomcp_coupons_update_coupon_collection)Update an existing coupon collection by its UUID. You can modify the default coupon value, set or remove the expiration date (pass \`null\` to remove), and configure or disable alert thresholds for remaining coupons or remaining days. 5 params ▾ Update an existing coupon collection by its UUID. You can modify the default coupon value, set or remove the expiration date (pass \`null\` to remove), and configure or disable alert thresholds for remaining coupons or remaining days. Name Type Required Description `id` string required Id of the collection to update `defaultCoupon` string optional A default coupon to be used in case there are no coupons left `expirationDate` string optional Specify an expiration date for the coupon collection in RFC3339 format. Use null to remove the expiration date. `remainingCouponsAlert` string optional Send a notification alert (email) when the remaining coupons count is equal or fall bellow this number. Use null to disable alerts. `remainingDaysAlert` string optional Send a notification alert (email) when the remaining days until the expiration date are equal or fall bellow this number. Use null to disable alerts. `brevomcp_deals_delete_crm_deals_by_id` [# ](#brevomcp_deals_delete_crm_deals_by_id)Permanently delete a deal by its identifier. The requesting user must be the deal owner or have manage permission on deals; otherwise, a 403 Forbidden error is returned. 1 param ▾ Permanently delete a deal by its identifier. The requesting user must be the deal owner or have manage permission on deals; otherwise, a 403 Forbidden error is returned. Name Type Required Description `id` string required No description. `brevomcp_deals_get_crm_deals` [# ](#brevomcp_deals_get_crm_deals)Retrieve a paginated list of deals with optional filtering, sorting, and search capabilities. Results can be filtered by attributes such as deal name or owner, linked companies, linked contacts, or modification/creation timestamps. 10 params ▾ Retrieve a paginated list of deals with optional filtering, sorting, and search capabilities. Results can be filtered by attributes such as deal name or owner, linked companies, linked contacts, or modification/creation timestamps. Name Type Required Description `createdSince` string optional Filter (urlencoded) the deals created after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `filters_attributes_deal_name` string optional Filter by the deal name attribute. `filters_attributes_deal_owner` string optional Filter deals by owner. Pass the account email of the deal owner. `filters_linkedCompaniesIds` string optional Filter by linked companies ids `filters_linkedContactsIds` string optional Filter by linked contacts ids `limit` string optional Number of documents per page. Default is 50 if not specified. `modifiedSince` string optional Filter (urlencoded) the deals modified after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order. Default order is descending by creation if \`sort\` is not passed `sortBy` string optional The field used to sort field names. `brevomcp_deals_get_crm_deals_by_id` [# ](#brevomcp_deals_get_crm_deals_by_id)Retrieve the full details of a single deal by its identifier, including its attributes, pipeline stage, linked contacts, and linked companies. Returns a 404 error if the deal does not exist. 1 param ▾ Retrieve the full details of a single deal by its identifier, including its attributes, pipeline stage, linked contacts, and linked companies. Returns a 404 error if the deal does not exist. Name Type Required Description `id` string required No description. `brevomcp_deals_patch_crm_deals_by_id` [# ](#brevomcp_deals_patch_crm_deals_by_id)Update an existing deal's name or attributes. To move a deal to a different pipeline or stage, provide both the \`pipeline\` and \`deal\_stage\` attribute IDs. To link or unlink contacts and companies, use the dedicated \`/crm/deals/link-unlink/{id}\` endpoint — those fields are not honored here. 3 params ▾ Update an existing deal's name or attributes. To move a deal to a different pipeline or stage, provide both the \`pipeline\` and \`deal\_stage\` attribute IDs. To link or unlink contacts and companies, use the dedicated \`/crm/deals/link-unlink/{id}\` endpoint — those fields are not honored here. Name Type Required Description `id` string required No description. `attributes` string optional Attributes for deal update To assign owner of a Deal you can send attributes.deal\_owner and utilize the account email or ID. If you wish to update the pipeline of a deal you need to provide the \`pipeline\` and the \`deal\_stage\` Pipeline and deal\_stage are ids you can fetch using this endpoint \`/crm/pipeline/details/{pipelineID}\` `name` string optional Name of deal `brevomcp_deals_patch_crm_deals_link_unlink_by_id` [# ](#brevomcp_deals_patch_crm_deals_link_unlink_by_id)Link or unlink contacts and companies with a specific deal in a single request. You can simultaneously link new contacts/companies and unlink existing ones by providing the respective ID arrays in the request body. At least one of the four arrays must contain values. 5 params ▾ Link or unlink contacts and companies with a specific deal in a single request. You can simultaneously link new contacts/companies and unlink existing ones by providing the respective ID arrays in the request body. At least one of the four arrays must contain values. Name Type Required Description `id` string required ID of the deal to link or unlink entities with `linkCompanyIds` string optional Company IDs to be linked with the deal `linkContactIds` string optional Contact IDs for contacts to be linked with the deal `unlinkCompanyIds` string optional Company IDs to be unlinked from the deal `unlinkContactIds` string optional Contact IDs for contacts to be unlinked from the deal `brevomcp_deals_post_crm_deals` [# ](#brevomcp_deals_post_crm_deals)Create a new deal in the CRM with the specified name, attributes, and optional associations to contacts and companies. You can assign the deal to a specific pipeline and stage by providing \`pipeline\` and \`deal\_stage\` attribute IDs, which can be retrieved from the pipeline details endpoint. 4 params ▾ Create a new deal in the CRM with the specified name, attributes, and optional associations to contacts and companies. You can assign the deal to a specific pipeline and stage by providing \`pipeline\` and \`deal\_stage\` attribute IDs, which can be retrieved from the pipeline details endpoint. Name Type Required Description `name` string required Name of deal `attributes` string optional Attributes for deal creation To assign owner of a Deal you can send attributes.deal\_owner and utilize the account email or ID. If you want to create a deal on a specific pipeline and stage you can use the following attributes \`pipeline\` and \`deal\_stage\`. Pipeline and deal\_stage are ids you can fetch using this endpoint \`/crm/pipeline/details/{pipelineID}\` `linkedCompaniesIds` string optional Company ids to be linked with deal `linkedContactsIds` string optional Contact ids to be linked with deal `brevomcp_deals_post_crm_deals_import` [# ](#brevomcp_deals_post_crm_deals_import)Import deals in bulk from a CSV file with configurable mapping options. The CSV file must have the first row as column headers matching attribute internal names. 0 params ▾ Import deals in bulk from a CSV file with configurable mapping options. The CSV file must have the first row as column headers matching attribute internal names. `brevomcp_domains_authenticate_domain` [# ](#brevomcp_domains_authenticate_domain)Authenticates a specific domain. 1 param ▾ Authenticates a specific domain. Name Type Required Description `domainName` string required Domain name `brevomcp_domains_create_domain` [# ](#brevomcp_domains_create_domain)Creates a new domain in Brevo. 1 param ▾ Creates a new domain in Brevo. Name Type Required Description `name` string required Domain name to be added `brevomcp_domains_delete_domain` [# ](#brevomcp_domains_delete_domain)Deletes a domain from Brevo. 1 param ▾ Deletes a domain from Brevo. Name Type Required Description `domainName` string required Domain name `brevomcp_domains_get_domain_configuration` [# ](#brevomcp_domains_get_domain_configuration)Retrieves configuration of a specific domain, to know if the domain is valid or not. 1 param ▾ Retrieves configuration of a specific domain, to know if the domain is valid or not. Name Type Required Description `domainName` string required Domain name `brevomcp_domains_get_domains` [# ](#brevomcp_domains_get_domains)Retrieves all domains associated with the account. 0 params ▾ Retrieves all domains associated with the account. `brevomcp_ecommerce_create_batch_order` [# ](#brevomcp_ecommerce_create_batch_order)Create or update multiple ecommerce orders in a single asynchronous batch request. The \`orders\` array contains order objects (same schema as the single order endpoint). 3 params ▾ Create or update multiple ecommerce orders in a single asynchronous batch request. The \`orders\` array contains order objects (same schema as the single order endpoint). Name Type Required Description `orders` string required array of order objects `historical` string optional Defines whether you want your orders to be considered as live data or as historical data (import of past data, synchronising data). True: orders will not trigger any automation workflows. False: orders will trigger workflows as usual. `notifyUrl` string optional Webhook URL to receive the status of the batch request `brevomcp_ecommerce_create_order` [# ](#brevomcp_ecommerce_create_order)Create a new ecommerce order or update the status of an existing order. The order is identified by its unique \`id\` and requires a status, amount, creation and update timestamps, and a list of products with prices. 11 params ▾ Create a new ecommerce order or update the status of an existing order. The order is identified by its unique \`id\` and requires a status, amount, creation and update timestamps, and a list of products with prices. Name Type Required Description `amount` number required Total amount of the order, including all shipping expenses, tax and the price of items. `createdAt` string required Event occurrence UTC date-time (YYYY-MM-DDTHH:mm:ssZ), when order is actually created. `id` string required Unique ID of the order. `products` string required No description. `status` string required State of the order. `updatedAt` string required Event updated UTC date-time (YYYY-MM-DDTHH:mm:ssZ), when the status of the order is actually changed/updated. `billing` string optional Billing details of an order. `coupons` string optional Coupons applied to the order. Stored case insensitive. `identifiers` string optional Identifies the contact associated with the order. `metaInfo` string optional Meta data of order to store additional detail such as custom message, customer type, source. `storeId` string optional ID of store where the order is placed `brevomcp_ecommerce_get_attribution_metrics` [# ](#brevomcp_ecommerce_get_attribution_metrics)Retrieve aggregated ecommerce attribution metrics for one or more Brevo email campaigns, SMS campaigns, or automation workflows. You can optionally filter by a date range using \`periodFrom\` and \`periodTo\` in RFC3339 format. 6 params ▾ Retrieve aggregated ecommerce attribution metrics for one or more Brevo email campaigns, SMS campaigns, or automation workflows. You can optionally filter by a date range using \`periodFrom\` and \`periodTo\` in RFC3339 format. Name Type Required Description `automationWorkflowEmailId_` string optional The automation workflow ID(s) to get email attribution metrics for `automationWorkflowSmsId_` string optional The automation workflow ID(s) to get SMS attribution metrics for `emailCampaignId_` string optional The email campaign ID(s) to get metrics for `periodFrom` string optional When getting metrics for a specific period, define the starting datetime in RFC3339 format `periodTo` string optional When getting metrics for a specific period, define the end datetime in RFC3339 format `smsCampaignId_` string optional The SMS campaign ID(s) to get metrics for `brevomcp_ecommerce_get_attribution_metrics_by_conversion_source_id` [# ](#brevomcp_ecommerce_get_attribution_metrics_by_conversion_source_id)Retrieve detailed attribution metrics for a single Brevo campaign or automation workflow, identified by its conversion source type and ID. The response includes orders count, revenue, average basket value, and the number of new customers attributed to that specific campaign or workflow. 2 params ▾ Retrieve detailed attribution metrics for a single Brevo campaign or automation workflow, identified by its conversion source type and ID. The response includes orders count, revenue, average basket value, and the number of new customers attributed to that specific campaign or workflow. Name Type Required Description `conversionSource` string required The Brevo campaign type or workflow type for which data will be retrieved `conversionSourceId` string required The Brevo campaign or automation workflow id for which data will be retrieved `brevomcp_ecommerce_get_attribution_products_by_conversion_source_id` [# ](#brevomcp_ecommerce_get_attribution_products_by_conversion_source_id)Retrieve the list of products whose sales have been attributed to a specific Brevo campaign or automation workflow. Each product entry includes its ID, name, SKU, image URL, product URL, price, revenue, and orders count. 2 params ▾ Retrieve the list of products whose sales have been attributed to a specific Brevo campaign or automation workflow. Each product entry includes its ID, name, SKU, image URL, product URL, price, revenue, and orders count. Name Type Required Description `conversionSource` string required The Brevo campaign or automation workflow type for which data will be retrieved `conversionSourceId` string required The Brevo campaign or automation workflow id for which data will be retrieved `brevomcp_ecommerce_get_config_display_currency` [# ](#brevomcp_ecommerce_get_config_display_currency)Retrieve the ISO 4217 display currency code currently configured for your Brevo ecommerce account. This currency is used to display monetary values across the ecommerce dashboard and reports. Returns a \`403\` error if ecommerce is not activated on the account. 0 params ▾ Retrieve the ISO 4217 display currency code currently configured for your Brevo ecommerce account. This currency is used to display monetary values across the ecommerce dashboard and reports. Returns a \`403\` error if ecommerce is not activated on the account. `brevomcp_ecommerce_get_orders` [# ](#brevomcp_ecommerce_get_orders)Retrieve a paginated list of all ecommerce orders stored in your Brevo account. Results are sorted by creation date in descending order by default, and can be filtered by modification date or creation date. Pagination defaults to 50 orders per page (maximum 100). 5 params ▾ Retrieve a paginated list of all ecommerce orders stored in your Brevo account. Results are sorted by creation date in descending order by default, and can be filtered by modification date or creation date. Pagination defaults to 50 orders per page (maximum 100). Name Type Required Description `createdSince` string optional Filter (urlencoded) the orders created after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `limit` string optional Number of documents per page `modifiedSince` string optional Filter (urlencoded) the orders modified after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_ecommerce_post_activate` [# ](#brevomcp_ecommerce_post_activate)Activate the Brevo eCommerce application for your account. This is a prerequisite for using other ecommerce endpoints such as products, categories, and orders. Activation is asynchronous and typically takes up to 5 minutes to complete. 0 params ▾ Activate the Brevo eCommerce application for your account. This is a prerequisite for using other ecommerce endpoints such as products, categories, and orders. Activation is asynchronous and typically takes up to 5 minutes to complete. `brevomcp_ecommerce_set_config_display_currency` [# ](#brevomcp_ecommerce_set_config_display_currency)Set or update the ISO 4217 display currency code for your Brevo ecommerce account. This currency determines how monetary values are displayed in the ecommerce dashboard and reports. The provided currency code must be a valid ISO 4217 code; invalid codes result in a \`422\` error. 1 param ▾ Set or update the ISO 4217 display currency code for your Brevo ecommerce account. This currency determines how monetary values are displayed in the ecommerce dashboard and reports. The provided currency code must be a valid ISO 4217 code; invalid codes result in a \`422\` error. Name Type Required Description `code` string required ISO 4217 compliant display currency code `brevomcp_email_campaign_management_create_email_campaign` [# ](#brevomcp_email_campaign_management_create_email_campaign)Create a new email campaign. The campaign requires at minimum a name and sender details, and is created in draft status by default. 32 params ▾ Create a new email campaign. The campaign requires at minimum a name and sender details, and is created in draft status by default. Name Type Required Description `name` string required Name of the campaign `sender` string required Sender details including id or email and name (optional). Only one of either Sender’s email or Sender’s ID shall be passed in one request at a time. Passing both \`email\` and \`id\` will result in an error. For example: {"name":"xyz", "email":"example\@abc.com"} or {"name":"xyz", "id":123} `abTesting` string optional Status of A/B Test. abTesting = false means it is disabled & abTesting = true means it is enabled. subjectA, subjectB, splitRule, winnerCriteria & winnerDelay will be considered when abTesting is set to true. subjectA & subjectB are mandatory together & subject if passed is ignored. Can be set to true only if sendAtBestTime is false. You will be able to set up two subject lines for your campaign and send them to a random sample of your total recipients. Half of the test group will receive version A, and the other half will receive version B `attachmentUrl` string optional Absolute url of the attachment (no local file). Extension allowed: #### xlsx, xls, ods, docx, docm, doc, csv, pdf, txt, gif, jpg, jpeg, png, tif, tiff, rtf, bmp, cgm, css, shtml, html, htm, zip, xml, ppt, pptx, tar, ez, ics, mobi, msg, pub and eps `emailExpirationDate` string optional To reduce your carbon footprint, set an expiration date for your email. If supported, it will be automatically deleted from the recipient’s inbox, saving storage space and energy. Learn more about setting an email expiration date. For reference , \`\`https\://help.brevo.com/hc/en-us/articles/4413566705298-Create-an-email-campaign\`\` `footer` string optional Footer of the email campaign `header` string optional Header of the email campaign `htmlContent` string optional Mandatory if htmlUrl and templateId are empty. Body of the message (HTML). Must have more than 10 characters and be less than 1MB in size. Cannot be used together with \`htmlUrl\` or \`templateId\`. `htmlUrl` string optional Mandatory if htmlContent and templateId are empty. URL to the message (HTML). Cannot be used together with \`htmlContent\` or \`templateId\`. For example: https\://html.domain.com `increaseRate` string optional Mandatory if ipWarmupEnable is set to true. Set a percentage increase rate for warming up your ip. We recommend you set the increase rate to 30% per day. If you want to send the same number of emails every day, set the daily increase value to 0%. `initialQuota` string optional Mandatory if ipWarmupEnable is set to true. Set an initial quota greater than 1 for warming up your ip. We recommend you set a value of 3000. `inlineImageActivation` string optional Use true to embedded the images in your email. Final size of the email should be less than 4MB. Campaigns with embedded images can \_not be sent to more than 5000 contacts\_ `ipWarmupEnable` string optional Available for dedicated ip clients. Set this to true if you wish to warm up your ip. `mirrorActive` string optional Use true to enable the mirror link `params` string optional Pass the set of attributes to customize the type classic campaign. For example: {"FNAME":"Joe", "LNAME":"Doe"}. Only available if type is classic. It's considered only if campaign is in \_New Template Language format\_. The New Template Language is dependent on the values of subject, htmlContent/htmlUrl, sender.name & toField `previewText` string optional Preview text or preheader of the email campaign `recipients` string optional Segment ids and List ids to include/exclude from campaign `replyTo` string optional Email on which the campaign recipients will be able to reply to `scheduledAt` string optional Sending UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. If sendAtBestTime is set to true, your campaign will be sent according to the date passed (ignoring the time part). For example: 2017-06-01T12:30:00+02:00 `sendAtBestTime` string optional Set this to true if you want to send your campaign at best time. `splitRule` string optional Add the size of your test groups. Mandatory if abTesting = true & 'recipients' is passed. We'll send version A and B to a random sample of recipients, and then the winning version to everyone else `subject` string optional Subject of the campaign. Mandatory if abTesting is false. Ignored if abTesting is true. `subjectA` string optional Subject A of the campaign. Mandatory if abTesting = true. subjectA & subjectB should have unique value `subjectB` string optional Subject B of the campaign. Mandatory if abTesting = true. subjectA & subjectB should have unique value `tag` string optional Tag of the campaign `templateId` string optional Mandatory if htmlContent and htmlUrl are empty. Id of the transactional email template with status \_active\_. Used to copy only its content fetched from htmlContent/htmlUrl to an email campaign for RSS feature. Cannot be used together with \`htmlContent\` or \`htmlUrl\`. `toField` string optional To personalize the To Field. If you want to include the first name and last name of your recipient, add {FNAME} {LNAME}. These contact attributes must already exist in your Brevo account. If input parameter params used please use {{contact.FNAME}} {{contact.LNAME}} for personalization `unsubscriptionPageId` string optional Enter an unsubscription page id. The page id is a 24 digit alphanumeric id that can be found in the URL when editing the page. If not entered, then the default unsubscription page will be used. `updateFormId` string optional Mandatory if templateId is used containing the {{ update\_profile }} tag. Enter an update profile form id. The form id is a 24 digit alphanumeric id that can be found in the URL when editing the form. If not entered, then the default update profile form will be used. `utmCampaign` string optional Customize the utm\_campaign value. If this field is empty, the campaign name will be used. Only alphanumeric characters and spaces are allowed `winnerCriteria` string optional Choose the metrics that will determinate the winning version. Mandatory if \_splitRule\_ >= 1 and < 50. If splitRule = 50, \`winnerCriteria\` is ignored if passed `winnerDelay` string optional Choose the duration of the test in hours. Maximum is 7 days, pass 24\*7 = 168 hours. The winning version will be sent at the end of the test. Mandatory if \_splitRule\_ >= 1 and < 50. If splitRule = 50, \`winnerDelay\` is ignored if passed `brevomcp_email_campaign_management_delete_email_campaign` [# ](#brevomcp_email_campaign_management_delete_email_campaign)Delete an email campaign by its campaign ID. Only campaigns that have not been scheduled can be deleted; attempting to delete a campaign that has already been scheduled will return a 403 permission denied error. 1 param ▾ Delete an email campaign by its campaign ID. Only campaigns that have not been scheduled can be deleted; attempting to delete a campaign that has already been scheduled will return a 403 permission denied error. Name Type Required Description `campaignId` integer required id of the campaign `brevomcp_email_campaign_management_email_export_recipients` [# ](#brevomcp_email_campaign_management_email_export_recipients)Export the recipients of a sent email campaign as an asynchronous process, filtered by recipient type (e.g. openers, clickers, hardBounces). The recipientsType field is required and determines which subset of recipients to export. 3 params ▾ Export the recipients of a sent email campaign as an asynchronous process, filtered by recipient type (e.g. openers, clickers, hardBounces). The recipientsType field is required and determines which subset of recipients to export. Name Type Required Description `campaignId` integer required Id of the campaign `recipientsType` string required Type of recipients to export for a campaign `notifyURL` string optional Webhook called once the export process is finished. For reference, https\://help.brevo.com/hc/en-us/articles/360007666479 `brevomcp_email_campaign_management_get_email_campaign` [# ](#brevomcp_email_campaign_management_get_email_campaign)Retrieve detailed information about a specific email campaign by its ID, including recipients, statistics, and HTML content. 3 params ▾ Retrieve detailed information about a specific email campaign by its ID, including recipients, statistics, and HTML content. Name Type Required Description `campaignId` integer required Id of the campaign `excludeHtmlContent` string optional Use this flag to exclude htmlContent from the response body. If set to true, htmlContent field will be returned as empty string in the response body `statistics` string optional Filter on the type of statistics required. Example: globalStats value will only fetch globalStats info of the campaign in the returned response. \`statsByDevice\` and \`statsByBrowser\` are only available when retrieving a single campaign (not in the list endpoint). `brevomcp_email_campaign_management_get_email_campaigns` [# ](#brevomcp_email_campaign_management_get_email_campaigns)No description available. 10 params ▾ No description available. Name Type Required Description `endDate` string optional Mandatory if startDate is used. Ending (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the sent email campaigns. Prefer to pass your timezone in date-time format for accurate result. Only available if \`status\` is not passed or is set to \`sent\`. The date range between \`startDate\` and \`endDate\` must not exceed 2 years. \`endDate\` must not be in the future. `excludeHtmlContent` string optional Use this flag to exclude htmlContent from the response body. If set to true, the htmlContent field will be returned as an empty string in the response body. `excludePdfAttachment` string optional Use this flag to filter out campaigns that have a PDF attachment. If set to true, only campaigns without a PDF attachment (or with no attachment at all) will be returned. `limit` string optional Number of documents per page `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the sent email campaigns. Prefer to pass your timezone in date-time format for accurate result. Only available if \`status\` is not passed or is set to \`sent\`. The date range between \`startDate\` and \`endDate\` must not exceed 2 years. \`startDate\` must not be in the future. `statistics` string optional Filter on the type of statistics required. Example: globalStats value will only fetch globalStats info of the campaign in the returned response. This option only returns data for events that occurred in the last 6 months. For older campaigns, it is advisable to use the Get Campaign Report endpoint. `status` string optional Filter on the status of the campaign `type` string optional Filter on the type of the campaigns `brevomcp_email_campaign_management_get_shared_template_url` [# ](#brevomcp_email_campaign_management_get_shared_template_url)Get a unique URL to share and import an email template from one Brevo account to another. Only classic email campaigns and templates are supported; attempting to get a shared URL for other campaign types will return a 405 error. 1 param ▾ Get a unique URL to share and import an email template from one Brevo account to another. Only classic email campaigns and templates are supported; attempting to get a shared URL for other campaign types will return a 405 error. Name Type Required Description `campaignId` integer required Id of the campaign or template `brevomcp_email_campaign_management_send_email_campaign_now` [# ](#brevomcp_email_campaign_management_send_email_campaign_now)Send an existing email campaign immediately by scheduling it for the current time. The campaign must have valid recipients and content configured before sending. The system verifies your account's send limit and credit balance before dispatching; if credits are insufficient, a 402 error is returned. 1 param ▾ Send an existing email campaign immediately by scheduling it for the current time. The campaign must have valid recipients and content configured before sending. The system verifies your account's send limit and credit balance before dispatching; if credits are insufficient, a 402 error is returned. Name Type Required Description `campaignId` integer required Id of the campaign `brevomcp_email_campaign_management_send_report` [# ](#brevomcp_email_campaign_management_send_report)Send a PDF report of an email campaign to the specified email addresses. The report includes campaign statistics such as deliveries, opens, clicks, bounces, and unsubscriptions. The email recipients list supports a maximum of 99 addresses, and a custom body text is required. 3 params ▾ Send a PDF report of an email campaign to the specified email addresses. The report includes campaign statistics such as deliveries, opens, clicks, bounces, and unsubscriptions. The email recipients list supports a maximum of 99 addresses, and a custom body text is required. Name Type Required Description `campaignId` integer required Id of the campaign `email` string required Custom attributes for the report email. `language` string optional Language of email content for campaign report sending. `brevomcp_email_campaign_management_send_test_email` [# ](#brevomcp_email_campaign_management_send_test_email)Send a test version of an email campaign to specified email addresses or your entire test list. If the emailTo array is left empty, the test mail will be sent to all addresses in your test list. You can send a maximum of 50 test emails per day. 2 params ▾ Send a test version of an email campaign to specified email addresses or your entire test list. If the emailTo array is left empty, the test mail will be sent to all addresses in your test list. You can send a maximum of 50 test emails per day. Name Type Required Description `campaignId` integer required Id of the campaign `emailTo` string optional List of the email addresses of the recipients whom you wish to send the test mail. \_If left empty, the test mail will be sent to your entire test list. You can not send more than 50 test emails per day\_. `brevomcp_email_campaign_management_update_campaign_status` [# ](#brevomcp_email_campaign_management_update_campaign_status)Update the status of an email campaign, such as suspending, archiving, or replicating it. Available status values are: suspended, archive, darchive, sent, queued, replicate, replicateTemplate, and draft. 2 params ▾ Update the status of an email campaign, such as suspending, archiving, or replicating it. Available status values are: suspended, archive, darchive, sent, queued, replicate, replicateTemplate, and draft. Name Type Required Description `campaignId` integer required Id of the campaign `status` string optional Note:- replicateTemplate status will be available only for template type campaigns. `brevomcp_email_campaign_management_update_email_campaign` [# ](#brevomcp_email_campaign_management_update_email_campaign)Update an existing email campaign's properties such as name, subject, content, sender, recipients, schedule, and A/B testing configuration. The campaign must exist and the request body must contain at least one valid field to update. 33 params ▾ Update an existing email campaign's properties such as name, subject, content, sender, recipients, schedule, and A/B testing configuration. The campaign must exist and the request body must contain at least one valid field to update. Name Type Required Description `campaignId` integer required Id of the campaign `abTesting` string optional Status of A/B Test. abTesting = false means it is disabled & abTesting = true means it is enabled. subjectA, subjectB, splitRule, winnerCriteria & winnerDelay will be considered when abTesting is set to true. subjectA & subjectB are mandatory together & subject if passed is ignored. Can be set to true only if sendAtBestTime is false. You will be able to set up two subject lines for your campaign and send them to a random sample of your total recipients. Half of the test group will receive version A, and the other half will receive version B `attachmentUrl` string optional Absolute url of the attachment (no local file). Extension allowed: #### xlsx, xls, ods, docx, docm, doc, csv, pdf, txt, gif, jpg, jpeg, png, tif, tiff, rtf, bmp, cgm, css, shtml, html, htm, zip, xml, ppt, pptx, tar, ez, ics, mobi, msg, pub and eps' `emailExpirationDate` string optional To reduce your carbon footprint, set an expiration date for your email. If supported, it will be automatically deleted from the recipient’s inbox, saving storage space and energy. `footer` string optional Footer of the email campaign `header` string optional Header of the email campaign `htmlContent` string optional Body of the message (HTML version). If the campaign is designed using Drag & Drop editor via HTML content, then the design page will not have Drag & Drop editor access for that campaign. REQUIRED if htmlUrl is empty `htmlUrl` string optional Url which contents the body of the email message. REQUIRED if htmlContent is empty `increaseRate` string optional Set a percentage increase rate for warming up your ip. We recommend you set the increase rate to 30% per day. If you want to send the same number of emails every day, set the daily increase value to 0%. `initialQuota` string optional Set an initial quota greater than 1 for warming up your ip. We recommend you set a value of 3000. `inlineImageActivation` string optional Status of inline image. inlineImageActivation = false means image can’t be embedded, & inlineImageActivation = true means image can be embedded, in the email. You cannot send a campaign of more than 4MB with images embedded in the email. Campaigns with the images embedded in the email \_must be sent to less than 5000 contacts\_. `ipWarmupEnable` string optional Available for dedicated ip clients. Set this to true if you wish to warm up your ip. `mirrorActive` string optional Status of mirror links in campaign. mirrorActive = false means mirror links are deactivated, & mirrorActive = true means mirror links are activated, in the campaign `name` string optional Name of the campaign `params` string optional Pass the set of attributes to customize the type classic campaign. For example: {"FNAME":"Joe", "LNAME":"Doe"}. Only available if type is classic. It's considered only if campaign is in \_New Template Language format\_. The New Template Language is dependent on the values of subject, htmlContent/htmlUrl, sender.name & toField `previewText` string optional Preview text or preheader of the email campaign `recipients` string optional Segment ids and List ids to include/exclude from campaign `recurring` string optional FOR TRIGGER ONLY ! Type of trigger campaign.recurring = false means contact can receive the same Trigger campaign only once, & recurring = true means contact can receive the same Trigger campaign several times `replyTo` string optional Email on which campaign recipients will be able to reply to `scheduledAt` string optional UTC date-time on which the campaign has to run (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. If sendAtBestTime is set to true, your campaign will be sent according to the date passed (ignoring the time part). `sendAtBestTime` string optional Set this to true if you want to send your campaign at best time. Note:- if true, warmup ip will be disabled. `sender` string optional Sender details including id or email and name (optional). Only one of either Sender's email or Sender's ID shall be passed in one request at a time. For example: {"name":"xyz", "email":"example\@abc.com"} {"name":"xyz", "id":123} `splitRule` string optional Add the size of your test groups. Mandatory if abTesting = true & 'recipients' is passed. We'll send version A and B to a random sample of recipients, and then the winning version to everyone else `subject` string optional Subject of the campaign `subjectA` string optional Subject A of the campaign. Mandatory if abTesting = true. subjectA & subjectB should have unique value `subjectB` string optional Subject B of the campaign. Mandatory if abTesting = true. subjectA & subjectB should have unique value `tag` string optional Tag of the campaign `toField` string optional To personalize the To Field. If you want to include the first name and last name of your recipient, add {FNAME} {LNAME}. These contact attributes must already exist in your Brevo account. If input parameter params used please use {{contact.FNAME}} {{contact.LNAME}} for personalization `unsubscriptionPageId` string optional Enter an unsubscription page id. The page id is a 24 digit alphanumeric id that can be found in the URL when editing the page. `updateFormId` string optional Mandatory if templateId is used containing the {{ update\_profile }} tag. Enter an update profile form id. The form id is a 24 digit alphanumeric id that can be found in the URL when editing the form. `utmCampaign` string optional Customize the utm\_campaign value. If this field is empty, the campaign name will be used. Only alphanumeric characters and spaces are allowed `winnerCriteria` string optional Choose the metrics that will determinate the winning version. Mandatory if \_splitRule\_ >= 1 and < 50. If splitRule = 50, \`winnerCriteria\` is ignored if passed `winnerDelay` string optional Choose the duration of the test in hours. Maximum is 7 days, pass 24\*7 = 168 hours. The winning version will be sent at the end of the test. Mandatory if \_splitRule\_ >= 1 and < 50. If splitRule = 50, \`winnerDelay\` is ignored if passed `brevomcp_email_campaign_management_upload_image_to_gallery` [# ](#brevomcp_email_campaign_management_upload_image_to_gallery)Upload an image to your account's image gallery by providing an absolute URL to the image. The maximum allowed image size is 2MB and supported formats are jpeg, jpg, png, bmp, and gif; local file uploads are not supported. 2 params ▾ Upload an image to your account's image gallery by providing an absolute URL to the image. The maximum allowed image size is 2MB and supported formats are jpeg, jpg, png, bmp, and gif; local file uploads are not supported. Name Type Required Description `imageUrl` string required The absolute url of the image (no local file). Maximum allowed size for image is 2MB. Allowed extensions for images are: #### jpeg, jpg, png, bmp, gif. `name` string optional Name of the image. `brevomcp_events_create_event` [# ](#brevomcp_events_create_event)Create a single event to record a contact's interaction. The event is processed asynchronously and can be used for segmentation, automation triggers, and analytics. Each event must include at least one contact identifier. 6 params ▾ Create a single event to record a contact's interaction. The event is processed asynchronously and can be used for segmentation, automation triggers, and analytics. Each event must include at least one contact identifier. Name Type Required Description `event_name` string required The name of the event that occurred. This is how you will find your event in Brevo. Limited to 255 characters; only alphanumeric characters, hyphens (-), and underscores (\_) are allowed. `identifiers` string required Identifies the contact associated with the event. At least one identifier is required. Each identifier value is limited to 255 characters. `contact_properties` string optional Properties defining the state of the contact associated to this event. Useful to update contact attributes defined in your contacts database while passing the event. Only string, number, and boolean values are accepted. For example: "FIRSTNAME": "Jane" , "AGE": 37 `event_date` string optional ISO 8601 / RFC 3339 timestamp of when the event occurred (e.g. "2024-01-24T17:39:57+01:00"). Cannot be in the future or before 1970-01-01. If no value is passed, the timestamp of the event creation is used. `event_properties` string optional Properties of the event. Top level properties and nested properties can be used to better segment contacts and personalise workflow conditions. The following field types are supported: string, number, boolean (true/false), date (Timestamp e.g. "2024-01-24T17:39:57+01:00"). Keys are limited to 255 characters, alphanumerical characters and - \_ only. Size is limited to 50 KB. `object` string optional Identifiers of the object record associated with this event. Ignored if the object type or identifier for this record does not exist on the account. When provided, both \`type\` and at least one identifier (\`ext\_id\` or \`id\`) are required. `brevomcp_events_get_events` [# ](#brevomcp_events_get_events)Retrieve a paginated list of events filtered by contact ID, event name, object type, and/or date range. When no date range is provided, the API returns events from the last 6 months by default. Results are ordered by event date descending. Use the \`count\` field in the response for pagination. 7 params ▾ Retrieve a paginated list of events filtered by contact ID, event name, object type, and/or date range. When no date range is provided, the API returns events from the last 6 months by default. Results are ordered by event date descending. Use the \`count\` field in the response for pagination. Name Type Required Description `contact_id` string optional Filter by contact ID (repeatable). `endDate` string optional Mandatory if startDate is used. End of date range (YYYY-MM-DD or RFC3339). Must be strictly greater than startDate. The date range between startDate and endDate must not exceed 6 months. `event_name` string optional Filter by event name (repeatable). `limit` string optional Maximum number of events to return. Default 100, minimum 1, maximum 10000. `object_type` string optional Filter by object type (repeatable). `offset` string optional Number of events to skip for pagination. Default 0, minimum 0. `startDate` string optional Mandatory if endDate is used. Start of date range (YYYY-MM-DD or RFC3339). Defaults to 6 months ago when omitted alongside endDate. Must be before endDate and after 1970-01-01. `brevomcp_external_feeds_create_external_feed` [# ](#brevomcp_external_feeds_create_external_feed)Creates a new external feed for dynamic content in email campaigns. 9 params ▾ Creates a new external feed for dynamic content in email campaigns. Name Type Required Description `name` string required Name of the feed `url` string required URL of the external data source `authType` string optional Authentication type for accessing the feed `cache` string optional Whether to cache the feed response `headers` string optional Custom HTTP headers for the feed request `maxRetries` string optional Maximum number of retry attempts for failed requests `password` string optional Password for basic authentication (required if authType is 'basic') `token` string optional Token for token-based authentication (required if authType is 'token') `username` string optional Username for basic authentication (required if authType is 'basic') `brevomcp_external_feeds_delete_external_feed` [# ](#brevomcp_external_feeds_delete_external_feed)Deletes an external feed from your Brevo account. 1 param ▾ Deletes an external feed from your Brevo account. Name Type Required Description `uuid` string required UUID of the feed to delete `brevomcp_external_feeds_get_all_external_feeds` [# ](#brevomcp_external_feeds_get_all_external_feeds)Retrieves all external feeds from your Brevo account with filtering and pagination. 7 params ▾ Retrieves all external feeds from your Brevo account with filtering and pagination. Name Type Required Description `authType` string optional Filter the records by \`authType\` of the feed. `endDate` string optional Mandatory if \`startDate\` is used. Ending date (YYYY-MM-DD) till which you want to fetch the list. Maximum time period that can be selected is one month. `limit` string optional Number of documents returned per page. `offset` string optional Index of the first document on the page. `search` string optional Can be used to filter records by search keyword on feed name `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed. `startDate` string optional Mandatory if \`endDate\` is used. Starting date (YYYY-MM-DD) from which you want to fetch the list. Can be maximum 30 days older than current date. `brevomcp_external_feeds_get_external_feed_by_uuid` [# ](#brevomcp_external_feeds_get_external_feed_by_uuid)Retrieves details of a specific external feed by its UUID. 1 param ▾ Retrieves details of a specific external feed by its UUID. Name Type Required Description `uuid` string required UUID of the feed to fetch `brevomcp_external_feeds_update_external_feed` [# ](#brevomcp_external_feeds_update_external_feed)Updates configuration of an existing external feed. 10 params ▾ Updates configuration of an existing external feed. Name Type Required Description `uuid` string required UUID of the feed to update `authType` string optional Authentication type for accessing the feed `cache` string optional Whether to cache the feed response `headers` string optional Custom HTTP headers for the feed request. New headers are merged with existing ones (matching names are replaced). `maxRetries` string optional Maximum number of retry attempts for failed requests `name` string optional Name of the feed `password` string optional Password for basic authentication `token` string optional Token for token-based authentication `url` string optional URL of the external data source `username` string optional Username for basic authentication `brevomcp_files_delete_crm_files_by_id` [# ](#brevomcp_files_delete_crm_files_by_id)Permanently delete a CRM file by its identifier. This removes the file from storage and unlinks it from any associated contacts, companies, or deals. 1 param ▾ Permanently delete a CRM file by its identifier. This removes the file from storage and unlinks it from any associated contacts, companies, or deals. Name Type Required Description `id` string required File id to delete. `brevomcp_files_get_crm_files` [# ](#brevomcp_files_get_crm_files)Retrieve a paginated list of CRM files with optional filtering by entity type, entity IDs, and date range. Results are sorted by creation date in descending order by default, with a default limit of 50 files per page. 7 params ▾ Retrieve a paginated list of CRM files with optional filtering by entity type, entity IDs, and date range. Results are sorted by creation date in descending order by default, with a default limit of 50 files per page. Name Type Required Description `dateFrom` string optional dateFrom to date range filter type (timestamp in milliseconds) `dateTo` string optional dateTo to date range filter type (timestamp in milliseconds) `entity` string optional Filter by file entity type `entityIds` string optional Filter by file entity IDs `limit` string optional Number of documents per page `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order. Default order is descending by creation if \`sort\` is not passed `brevomcp_files_get_crm_files_by_id` [# ](#brevomcp_files_get_crm_files_by_id)Get a temporary download URL for a CRM file by its identifier. The returned URL is valid for 5 minutes only and provides direct access to the file content. 1 param ▾ Get a temporary download URL for a CRM file by its identifier. The returned URL is valid for 5 minutes only and provides direct access to the file content. Name Type Required Description `id` string required File id to download. `brevomcp_files_get_crm_files_data` [# ](#brevomcp_files_get_crm_files_data)Retrieve the metadata and details of a specific CRM file by its identifier. This returns information such as the file name, size, author, creation date, and associated contacts, companies, or deals. 1 param ▾ Retrieve the metadata and details of a specific CRM file by its identifier. This returns information such as the file name, size, author, creation date, and associated contacts, companies, or deals. Name Type Required Description `id` string required File ID to retrieve file data for `brevomcp_files_post_crm_files` [# ](#brevomcp_files_post_crm_files)Upload a file and associate it with a contact, company, or deal. The file must be sent as multipart form data with a maximum size of 10 MB. You can optionally link the file to a specific entity by providing the corresponding entity ID. 0 params ▾ Upload a file and associate it with a contact, company, or deal. The file must be sent as multipart form data with a maximum size of 10 MB. You can optionally link the file to a specific entity by providing the corresponding entity ID. `brevomcp_folders_create_folder` [# ](#brevomcp_folders_create_folder)Create a new folder to organize your contact lists. Folders serve as containers for grouping related lists together. The folder name is required and must be provided in the request body. 1 param ▾ Create a new folder to organize your contact lists. Folders serve as containers for grouping related lists together. The folder name is required and must be provided in the request body. Name Type Required Description `name` string required Name of the folder `brevomcp_folders_delete_folder` [# ](#brevomcp_folders_delete_folder)Permanently delete a folder identified by its ID. Deleting a folder will also delete all the contact lists contained within it. This action cannot be undone. 1 param ▾ Permanently delete a folder identified by its ID. Deleting a folder will also delete all the contact lists contained within it. This action cannot be undone. Name Type Required Description `folderId` integer required Id of the folder `brevomcp_folders_get_folder` [# ](#brevomcp_folders_get_folder)Retrieve the details of a specific folder by its ID, including its name, subscriber counts, and blacklisted contacts count. Note: the totalSubscribers and totalBlacklisted response attributes are being deprecated and will return 0 as their default value. 1 param ▾ Retrieve the details of a specific folder by its ID, including its name, subscriber counts, and blacklisted contacts count. Note: the totalSubscribers and totalBlacklisted response attributes are being deprecated and will return 0 as their default value. Name Type Required Description `folderId` integer required id of the folder `brevomcp_folders_get_folder_lists` [# ](#brevomcp_folders_get_folder_lists)Retrieve all contact lists contained in a specific folder, identified by its folder ID. Results are paginated with a default of 10 lists per page (maximum 50) sorted in descending order of creation. 4 params ▾ Retrieve all contact lists contained in a specific folder, identified by its folder ID. Results are paginated with a default of 10 lists per page (maximum 50) sorted in descending order of creation. Name Type Required Description `folderId` integer required Id of the folder `limit` string optional Number of documents per page `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_folders_get_folders` [# ](#brevomcp_folders_get_folders)Retrieve all contact folders from your Brevo account with support for pagination and sorting. Results default to 10 folders per page (maximum 50) sorted in descending order of creation. 3 params ▾ Retrieve all contact folders from your Brevo account with support for pagination and sorting. Results default to 10 folders per page (maximum 50) sorted in descending order of creation. Name Type Required Description `limit` string optional Number of documents per page `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_folders_update_folder` [# ](#brevomcp_folders_update_folder)Update the name of an existing folder identified by its ID. The new folder name must be provided in the request body. Returns a 404 error if the folder ID does not exist. 2 params ▾ Update the name of an existing folder identified by its ID. The new folder name must be provided in the request body. Returns a 404 error if the folder ID does not exist. Name Type Required Description `folderId` integer required Id of the folder `name` string required Name of the folder `brevomcp_groups_delete_corporate_group_by_id` [# ](#brevomcp_groups_delete_corporate_group_by_id)Deletes a group of sub-organizations. When a group is deleted, the sub-organizations are no longer part of this group, but the sub-organizations themselves are not deleted. The users associated with the group are also disassociated once the group is removed. 1 param ▾ Deletes a group of sub-organizations. When a group is deleted, the sub-organizations are no longer part of this group, but the sub-organizations themselves are not deleted. The users associated with the group are also disassociated once the group is removed. Name Type Required Description `id` string required Id of the group `brevomcp_groups_get_corporate_group_by_id` [# ](#brevomcp_groups_get_corporate_group_by_id)Retrieves detailed information about a specific group of sub-organizations, including the group metadata, list of sub-organizations belonging to the group, and the users associated with it. The caller must have edit/delete permissions on sub-organization groups to access this endpoint. 1 param ▾ Retrieves detailed information about a specific group of sub-organizations, including the group metadata, list of sub-organizations belonging to the group, and the users associated with it. The caller must have edit/delete permissions on sub-organization groups to access this endpoint. Name Type Required Description `id` string required Id of the group of sub-organization `brevomcp_groups_get_sub_account_groups` [# ](#brevomcp_groups_get_sub_account_groups)Retrieves all groups created on the corporate admin account. Each group entry includes the group name and its unique identifier. Groups are used to organize sub-accounts for easier management and permission assignment. 0 params ▾ Retrieves all groups created on the corporate admin account. Each group entry includes the group name and its unique identifier. Groups are used to organize sub-accounts for easier management and permission assignment. `brevomcp_groups_post_corporate_group` [# ](#brevomcp_groups_post_corporate_group)Creates a new group to organize sub-accounts under the corporate master account. Groups allow you to manage and apply settings to multiple sub-accounts at once. A group name is required, and you can optionally assign sub-account IDs to the group at creation time. 2 params ▾ Creates a new group to organize sub-accounts under the corporate master account. Groups allow you to manage and apply settings to multiple sub-accounts at once. A group name is required, and you can optionally assign sub-account IDs to the group at creation time. Name Type Required Description `groupName` string required The name of the group of sub-accounts `subAccountIds` string optional Pass the list of sub-account Ids to be included in the group `brevomcp_groups_put_corporate_group_by_id` [# ](#brevomcp_groups_put_corporate_group_by_id)Updates the details of an existing group of sub-accounts, including the group name and the list of sub-accounts assigned to it. When sub-account IDs are provided, the group membership is replaced with the new list. Omitting a field leaves it unchanged. 3 params ▾ Updates the details of an existing group of sub-accounts, including the group name and the list of sub-accounts assigned to it. When sub-account IDs are provided, the group membership is replaced with the new list. Omitting a field leaves it unchanged. Name Type Required Description `id` string required Id of the group `groupName` string optional The name of the group of sub-accounts `subAccountIds` string optional Pass the list of sub-account Ids to be included in the group `brevomcp_groups_put_corporate_group_unlink_sub_accounts` [# ](#brevomcp_groups_put_corporate_group_unlink_sub_accounts)Removes one or more sub-organizations from a specific group. The sub-organizations themselves are not deleted; they are simply unlinked from the group. All sub-account IDs in the request must be positive integers. 2 params ▾ Removes one or more sub-organizations from a specific group. The sub-organizations themselves are not deleted; they are simply unlinked from the group. All sub-account IDs in the request must be positive integers. Name Type Required Description `groupId` string required Group id `subAccountIds` string required List of sub-account ids to remove from the group `brevomcp_inbound_get_email_attachment` [# ](#brevomcp_inbound_get_email_attachment)Download an inbound email attachment using its download token. The download token is obtained from the attachments list in the response of the \`GET /inbound/events/{uuid}\` endpoint. 1 param ▾ Download an inbound email attachment using its download token. The download token is obtained from the attachments list in the response of the \`GET /inbound/events/{uuid}\` endpoint. Name Type Required Description `downloadToken` string required Token to fetch a particular attachment. `brevomcp_inbound_get_email_events` [# ](#brevomcp_inbound_get_email_events)Retrieve a paginated list of inbound email events. When no date range is provided, the API returns events from the last 30 days by default. Both \`startDate\` and \`endDate\` must be provided together; the maximum date range that can be selected is 30 days. 6 params ▾ Retrieve a paginated list of inbound email events. When no date range is provided, the API returns events from the last 30 days by default. Both \`startDate\` and \`endDate\` must be provided together; the maximum date range that can be selected is 30 days. Name Type Required Description `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD or YYYY-MM-DDTHH:mm:ss.SSSZ) till which you want to fetch the list. Maximum time period that can be selected is 30 days. Must not be in the future. `limit` string optional Number of documents returned per page. Default 100, minimum 1, maximum 500. `offset` string optional Index of the first document on the page. Default 0, minimum 0. `sender` string optional Email address of the sender. Must be a valid email address when provided. `sort` string optional Sort the results in the ascending/descending order of record creation. Default is descending. `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD or YYYY-MM-DDTHH:mm:ss.SSSZ) from which you want to fetch the list. Maximum time period that can be selected is 30 days. Must not be in the future and must be before endDate. `brevomcp_inbound_get_email_events_by_uuid` [# ](#brevomcp_inbound_get_email_events_by_uuid)Retrieve the detailed event history for a specific received email identified by its UUID. The response includes sender and recipient information, the email subject, a list of attachments, and a chronological log of processing events (received, processed, webhook delivery attempts). 1 param ▾ Retrieve the detailed event history for a specific received email identified by its UUID. The response includes sender and recipient information, the email subject, a list of attachments, and a chronological log of processing events (received, processed, webhook delivery attempts). Name Type Required Description `uuid` string required UUID to fetch events specific to a received email. Must be a valid UUID format. `brevomcp_ips_get_from_sender` [# ](#brevomcp_ips_get_from_sender)Retrieves the dedicated IPs associated with a specific sender. 1 param ▾ Retrieves the dedicated IPs associated with a specific sender. Name Type Required Description `senderId` integer required Id of the sender `brevomcp_ips_get_ips` [# ](#brevomcp_ips_get_ips)Retrieves all dedicated IPs associated with your Brevo account. 0 params ▾ Retrieves all dedicated IPs associated with your Brevo account. `brevomcp_lists_add_contact_to_list` [# ](#brevomcp_lists_add_contact_to_list)Add existing contacts to a specific list by providing their email addresses, numeric IDs, or EXT\_ID attributes. Only one type of identifier can be used per request, with a maximum of 150 contacts per call. The response includes separate arrays for successfully added and failed contacts. 4 params ▾ Add existing contacts to a specific list by providing their email addresses, numeric IDs, or EXT\_ID attributes. Only one type of identifier can be used per request, with a maximum of 150 contacts per call. The response includes separate arrays for successfully added and failed contacts. Name Type Required Description `listId` integer required Id of the list `emails` string optional Emails to add to a list. You can pass a maximum of 150 emails for addition in one request. \_If you need to add the emails in bulk, please prefer /contacts/import api.\_ `extIds` string optional EXT\_ID attributes to add to a list. You can pass a maximum of 150 EXT\_ID attributes for addition in one request. \_If you need to add the emails in bulk, please prefer /contacts/import api.\_ `ids` string optional IDs to add to a list. You can pass a maximum of 150 IDs for addition in one request. \_If you need to add the emails in bulk, please prefer /contacts/import api.\_ `brevomcp_lists_create_list` [# ](#brevomcp_lists_create_list)Create a new contact list inside a specified folder. Both the list name and the parent folder ID are required. The newly created list will be empty and ready to receive contacts via the add contacts endpoint. 2 params ▾ Create a new contact list inside a specified folder. Both the list name and the parent folder ID are required. The newly created list will be empty and ready to receive contacts via the add contacts endpoint. Name Type Required Description `folderId` integer required Id of the parent folder in which this list is to be created `name` string required Name of the list `brevomcp_lists_delete_list` [# ](#brevomcp_lists_delete_list)Permanently delete a contact list identified by its ID. The contacts in the list are not deleted; they are only removed from this list. Returns a 404 error if the list ID does not exist. 1 param ▾ Permanently delete a contact list identified by its ID. The contacts in the list are not deleted; they are only removed from this list. Returns a 404 error if the list ID does not exist. Name Type Required Description `listId` integer required Id of the list `brevomcp_lists_get_list` [# ](#brevomcp_lists_get_list)Retrieve the details of a specific contact list by its ID, including its name, folder ID, creation date, subscriber counts, and campaign statistics. 3 params ▾ Retrieve the details of a specific contact list by its ID, including its name, folder ID, creation date, subscriber counts, and campaign statistics. Name Type Required Description `listId` integer required Id of the list `endDate` string optional Mandatory if startDate is used. Ending (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to aggregate the sent email campaigns for a specific list id. Prefer to pass your timezone in date-time format for accurate result. If not provided, defaults to the current date. The difference between startDate and endDate must not exceed 2 years. `startDate` string optional Mandatory if endDate is used. Starting (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to aggregate the sent email campaigns for a specific list id. Prefer to pass your timezone in date-time format for accurate result. If not provided, defaults to 6 months ago. `brevomcp_lists_get_lists` [# ](#brevomcp_lists_get_lists)Retrieve all contact lists from your Brevo account with support for pagination and sorting. Results default to 10 lists per page (maximum 50) sorted in descending order of creation. 3 params ▾ Retrieve all contact lists from your Brevo account with support for pagination and sorting. Results default to 10 lists per page (maximum 50) sorted in descending order of creation. Name Type Required Description `limit` string optional Number of documents per page `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_lists_remove_contact_from_list` [# ](#brevomcp_lists_remove_contact_from_list)Remove contacts from a specific list by providing their email addresses, numeric IDs, EXT\_ID attributes, or by setting "all" to true to remove all contacts from the list. Only one type of identifier can be used per request, with a maximum of 150 contacts per call. 5 params ▾ Remove contacts from a specific list by providing their email addresses, numeric IDs, EXT\_ID attributes, or by setting "all" to true to remove all contacts from the list. Only one type of identifier can be used per request, with a maximum of 150 contacts per call. Name Type Required Description `listId` integer required Id of the list `all` string optional Required if 'emails', 'extIds' and 'ids' are empty. Remove all existing contacts from a list. A process will be created in this scenario. You can fetch the process details to know about the progress `emails` string optional Required if 'all' is false and 'ids', 'extIds' are empty. Emails to remove from a list. You can pass a maximum of 150 emails for removal in one request. `extIds` string optional Required if 'all' is false, 'ids' and 'emails' are empty. EXT\_ID attributes to remove from a list. You can pass a maximum of 150 EXT\_ID attributes for removal in one request. `ids` string optional Required if 'all' is false and 'emails', 'extIds' are empty. IDs to remove from a list. You can pass a maximum of 150 IDs for removal in one request. `brevomcp_lists_update_list` [# ](#brevomcp_lists_update_list)Update an existing contact list identified by its ID. You can update the list name, move it to a different folder by providing a new folderId, or both. Only one of the two parameters (name, folderId) needs to be provided per request. 3 params ▾ Update an existing contact list identified by its ID. You can update the list name, move it to a different folder by providing a new folderId, or both. Only one of the two parameters (name, folderId) needs to be provided per request. Name Type Required Description `listId` integer required Id of the list `folderId` string optional Id of the folder in which the list is to be moved. Either of the two parameters (name, folderId) can be updated at a time. `name` string optional Name of the list. Either of the two parameters (name, folderId) can be updated at a time. `brevomcp_loyalty_add_subscription_to_tier` [# ](#brevomcp_loyalty_add_subscription_to_tier)Manually assigns a tier to a contact's subscription in a loyalty program. The contact must have an active subscription. An optional request body can include metadata and a creation date (must be in the past). This operation takes effect immediately without requiring a program publication. 3 params ▾ Manually assigns a tier to a contact's subscription in a loyalty program. The contact must have an active subscription. An optional request body can include metadata and a creation date (must be in the past). This operation takes effect immediately without requiring a program publication. Name Type Required Description `cid` integer required Contact ID `pid` string required Loyalty Program ID `tid` string required Tier ID `brevomcp_loyalty_begin_transaction` [# ](#brevomcp_loyalty_begin_transaction)Creates a new balance transaction (credit or debit) within a loyalty program. A positive amount creates a credit transaction and a negative amount creates a debit transaction by default, unless \`transactionType\` is explicitly provided. 11 params ▾ Creates a new balance transaction (credit or debit) within a loyalty program. A positive amount creates a credit transaction and a negative amount creates a debit transaction by default, unless \`transactionType\` is explicitly provided. Name Type Required Description `amount` number required Transaction amount. A positive value creates a credit transaction and a negative value creates a debit transaction (unless transactionType is explicitly provided). `balanceDefinitionId` string required Unique identifier (UUID) of the associated balance definition. `pid` string required Loyalty Program Id `autoComplete` string optional Whether the transaction should be automatically completed. `balanceExpiryInMinutes` string optional Expiry time for the balance in minutes. Must be greater than 0 if provided. Only applicable when autoComplete is true. `contactId` string optional Unique identifier of the contact involved in the transaction. Required unless \`LoyaltySubscriptionId\` is provided. `eventTime` string optional Timestamp specifying when the transaction event occurred (ISO 8601 / RFC 3339 format). `LoyaltySubscriptionId` string optional Unique identifier for the loyalty subscription. Required unless \`contactId\` is provided. `meta` string optional Optional metadata associated with the transaction. `transactionType` string optional Explicit transaction type. If not provided, the type is inferred from the sign of the amount (positive = credit, negative = debit). `ttl` string optional Time-to-live for the transaction in seconds. Must be at least 10 seconds if provided. `brevomcp_loyalty_cancel_transaction` [# ](#brevomcp_loyalty_cancel_transaction)Cancels a pending transaction, reverting any tentative balance changes. Only transactions in a pending state can be cancelled. Once cancelled, the transaction cannot be completed or modified further. 2 params ▾ Cancels a pending transaction, reverting any tentative balance changes. Only transactions in a pending state can be cancelled. Once cancelled, the transaction cannot be completed or modified further. Name Type Required Description `pid` string required Loyalty Program Id `tid` string required Transaction Id `brevomcp_loyalty_complete_redeem_transaction` [# ](#brevomcp_loyalty_complete_redeem_transaction)Completes a pending voucher redemption request. Only redemptions in a pending state can be completed. Once completed, the voucher is marked as consumed and any associated balance deductions are finalized. 2 params ▾ Completes a pending voucher redemption request. Only redemptions in a pending state can be completed. Once completed, the voucher is marked as consumed and any associated balance deductions are finalized. Name Type Required Description `pid` string required Loyalty Program ID `tid` string required Redeem transaction ID `brevomcp_loyalty_complete_transaction` [# ](#brevomcp_loyalty_complete_transaction)Completes a pending transaction, finalizing the balance change. Only transactions in a pending state can be completed. Once completed, the transaction amount is permanently applied to the contact's balance. 2 params ▾ Completes a pending transaction, finalizing the balance change. Only transactions in a pending state can be completed. Once completed, the transaction amount is permanently applied to the contact's balance. Name Type Required Description `pid` string required Loyalty Program Id `tid` string required Transaction Id `brevomcp_loyalty_create_balance_limit` [# ](#brevomcp_loyalty_create_balance_limit)Creates a new limit on a balance definition to restrict transaction frequency or amount within a time window. Limits can constrain either the total transaction count or the total amount for credit or debit transactions. The \`durationValue\` and \`value\` fields must be greater than zero. 8 params ▾ Creates a new limit on a balance definition to restrict transaction frequency or amount within a time window. Limits can constrain either the total transaction count or the total amount for credit or debit transactions. The \`durationValue\` and \`value\` fields must be greater than zero. Name Type Required Description `bdid` string required Balance Definition Id `constraintType` string required Defines whether the limit applies to transaction count or amount. `durationUnit` string required Unit of time for which the limit is applicable. `durationValue` integer required Number of time units for the balance limit. Must be greater than zero. `pid` string required Loyalty Program Id `transactionType` string required Specifies whether the limit applies to credit or debit transactions. `value` integer required Maximum allowed value for the specified constraint type. Must be greater than zero. `slidingSchedule` string optional Determines if the limit resets on a rolling schedule. `brevomcp_loyalty_create_balance_order` [# ](#brevomcp_loyalty_create_balance_order)Creates a new balance order linked to a specific balance definition and contact. An order represents a pending balance adjustment that will be processed at the specified due date. The \`amount\` must be non-zero and the \`dueAt\` timestamp must be in RFC 3339 format. 8 params ▾ Creates a new balance order linked to a specific balance definition and contact. An order represents a pending balance adjustment that will be processed at the specified due date. The \`amount\` must be non-zero and the \`dueAt\` timestamp must be in RFC 3339 format. Name Type Required Description `amount` number required Order amount (must be non-zero). `balanceDefinitionId` string required Unique identifier (UUID) of the associated balance definition. `contactId` integer required Unique identifier of the contact placing the order (must be ≥ 1). `dueAt` string required RFC3339 timestamp specifying when the order is due. `pid` string required Loyalty Program Id `source` string required Specifies the origin of the order. `expiresAt` string optional Optional RFC3339 timestamp defining order expiration. `meta` string optional Optional metadata associated with the order. `brevomcp_loyalty_create_new_lp` [# ](#brevomcp_loyalty_create_new_lp)Creates a new loyalty program for the organization. The \`name\` field is required and must be unique (max 128 characters). An optional \`description\` (max 256 characters) and arbitrary \`meta\` data can also be provided. 4 params ▾ Creates a new loyalty program for the organization. The \`name\` field is required and must be unique (max 128 characters). An optional \`description\` (max 256 characters) and arbitrary \`meta\` data can also be provided. Name Type Required Description `name` string required Required name of the loyalty program (max 128 chars). `description` string optional Optional description of the loyalty program (max 256 chars). `documentId` string optional Optional unique document ID. `meta` string optional Optional metadata related to the loyalty program. `brevomcp_loyalty_create_reward` [# ](#brevomcp_loyalty_create_reward)Creates a new reward (offer) in a loyalty program. The \`name\` field is required (max 128 characters). Optional fields include a public-facing name, description (max 500 characters), and image URL for consumer-facing display. 5 params ▾ Creates a new reward (offer) in a loyalty program. The \`name\` field is required (max 128 characters). Optional fields include a public-facing name, description (max 500 characters), and image URL for consumer-facing display. Name Type Required Description `name` string required Internal name of the reward `pid` string required Loyalty Program ID `publicDescription` string optional Public facing description of the reward `publicImage` string optional URL of the public image for the reward `publicName` string optional Public facing name of the reward `brevomcp_loyalty_create_tier_for_tier_group` [# ](#brevomcp_loyalty_create_tier_for_tier_group)Creates a new tier within a tier group. The \`name\` (max 128 characters) and \`accessConditions\` (at least one required) fields are mandatory. Access conditions define the minimum balance value per balance definition required to enter this tier. 6 params ▾ Creates a new tier within a tier group. The \`name\` (max 128 characters) and \`accessConditions\` (at least one required) fields are mandatory. Access conditions define the minimum balance value per balance definition required to enter this tier. Name Type Required Description `accessConditions` string required No description. `gid` string required Tier group ID `name` string required Name of the tier to be created `pid` string required Loyalty Program ID `imageRef` string optional Image of the tier `tierRewards` string optional No description. `brevomcp_loyalty_create_tier_group` [# ](#brevomcp_loyalty_create_tier_group)Creates a new tier group in a loyalty program. A tier group defines an independent hierarchy of tiers with its own upgrade and downgrade strategies. The \`name\` field is required. Changes take effect with the next publication of the loyalty program. 8 params ▾ Creates a new tier group in a loyalty program. A tier group defines an independent hierarchy of tiers with its own upgrade and downgrade strategies. The \`name\` field is required. Changes take effect with the next publication of the loyalty program. Name Type Required Description `name` string required Name of the tier group `pid` string required Loyalty Program ID `downgradeSchedule` string optional Schedule configuration for tier downgrades. Required when downgradeStrategy is set to a schedule-based strategy. `downgradeStrategy` string optional Select real\_time to downgrade tier on real time balance updates. Select membership\_anniversary to downgrade tier on subscription anniversary. Select tier\_anniversary to downgrade tier on tier anniversary. `meta` string optional Additional metadata for the tier group. `tierOrder` string optional Order of the tiers in the group in ascending order `upgradeSchedule` string optional Schedule configuration for tier upgrades. Required when upgradeStrategy is set to a schedule-based strategy. `upgradeStrategy` string optional Select real\_time to upgrade tier on real time balance updates. Select membership\_anniversary to upgrade tier on subscription anniversary. Select tier\_anniversary to upgrade tier on tier anniversary. `brevomcp_loyalty_create_voucher` [# ](#brevomcp_loyalty_create_voucher)Creates a voucher and attributes it to a specific membership. Either \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the target subscription. The \`rewardId\` is required. 9 params ▾ Creates a voucher and attributes it to a specific membership. Either \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the target subscription. The \`rewardId\` is required. Name Type Required Description `pid` string required Loyalty Program ID `rewardId` string required Reward id `code` string optional Code generated to attribute reward to a contact `contactId` string optional Contact to attribute the reward `expirationDate` string optional Reward expiration date `loyaltySubscriptionId` string optional One of contactId or loyaltySubscriptionId is required `meta` string optional Offer meta information (key/value object) `validFrom` string optional Date from which the voucher becomes valid. Accepts RFC 3339 or DD/MM/YYYY HH:MM AM/PM format. Converted to UTC using the organization's timezone. `value` string optional Value of the selected reward config `brevomcp_loyalty_delete_balance_definition` [# ](#brevomcp_loyalty_delete_balance_definition)Permanently deletes a balance definition from a loyalty program. Once deleted, the balance definition cannot be recovered. Any balances tied to this definition will no longer be usable. 2 params ▾ Permanently deletes a balance definition from a loyalty program. Once deleted, the balance definition cannot be recovered. Any balances tied to this definition will no longer be usable. Name Type Required Description `bdid` string required Balance Definition Id `pid` string required Loyalty Program Id `brevomcp_loyalty_delete_balance_limit` [# ](#brevomcp_loyalty_delete_balance_limit)Permanently deletes a balance limit from a balance definition. Once deleted, the limit constraint is no longer enforced on transactions. 3 params ▾ Permanently deletes a balance limit from a balance definition. Once deleted, the limit constraint is no longer enforced on transactions. Name Type Required Description `bdid` string required Balance Definition Id `blid` string required Balance Limit Id `pid` string required Loyalty Program Id `brevomcp_loyalty_delete_contact_members` [# ](#brevomcp_loyalty_delete_contact_members)Removes one or more members from a subscription. Provide a comma-separated list of member contact IDs via the \`memberContactIds\` query parameter. At least one ID is required. 2 params ▾ Removes one or more members from a subscription. Provide a comma-separated list of member contact IDs via the \`memberContactIds\` query parameter. At least one ID is required. Name Type Required Description `memberContactIds` string required Comma-separated list of member contact IDs to delete from the subscription. `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `brevomcp_loyalty_delete_contact_subscription` [# ](#brevomcp_loyalty_delete_contact_subscription)Removes a contact's subscription from a loyalty program. This deletes the subscription and disassociates the contact from the program. The operation cannot be undone. 2 params ▾ Removes a contact's subscription from a loyalty program. This deletes the subscription and disassociates the contact from the program. The operation cannot be undone. Name Type Required Description `cid` integer required Contact ID. `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `brevomcp_loyalty_delete_program` [# ](#brevomcp_loyalty_delete_program)Permanently deletes a loyalty program and all its associated data. This action cannot be undone. All subscriptions, balances, tiers, and rewards linked to the program will be removed. 1 param ▾ Permanently deletes a loyalty program and all its associated data. This action cannot be undone. All subscriptions, balances, tiers, and rewards linked to the program will be removed. Name Type Required Description `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `brevomcp_loyalty_delete_tier` [# ](#brevomcp_loyalty_delete_tier)Deletes a tier from a loyalty program. Contacts currently assigned to the deleted tier will need to be reassigned. The changes take effect with the next publication of the loyalty program. 2 params ▾ Deletes a tier from a loyalty program. Contacts currently assigned to the deleted tier will need to be reassigned. The changes take effect with the next publication of the loyalty program. Name Type Required Description `pid` string required Loyalty Program ID `tid` string required Tier ID `brevomcp_loyalty_delete_tier_group` [# ](#brevomcp_loyalty_delete_tier_group)Deletes a tier group from a loyalty program. All tiers within the group are also removed. The changes take effect with the next publication of the loyalty program. 2 params ▾ Deletes a tier group from a loyalty program. All tiers within the group are also removed. The changes take effect with the next publication of the loyalty program. Name Type Required Description `gid` string required Tier group ID `pid` string required Loyalty Program ID `brevomcp_loyalty_get_balance_definition` [# ](#brevomcp_loyalty_get_balance_definition)Retrieves a single balance definition by its ID within a loyalty program. Use the \`version\` query parameter to fetch either the currently active or the draft configuration. Returns the full definition including expiration rules, rounding strategies, and amount constraints. 3 params ▾ Retrieves a single balance definition by its ID within a loyalty program. Use the \`version\` query parameter to fetch either the currently active or the draft configuration. Returns the full definition including expiration rules, rounding strategies, and amount constraints. Name Type Required Description `bdid` string required Balance Definition Id `pid` string required Loyalty Program Id `version` string optional Version `brevomcp_loyalty_get_balance_definition_list` [# ](#brevomcp_loyalty_get_balance_definition_list)Retrieves a paginated list of balance definitions configured for a loyalty program. Balance definitions specify the currency or point unit, expiration rules, rounding strategies, and amount constraints. Use the \`version\` parameter to fetch either the currently active or the draft configuration. 6 params ▾ Retrieves a paginated list of balance definitions configured for a loyalty program. Balance definitions specify the currency or point unit, expiration rules, rounding strategies, and amount constraints. Use the \`version\` parameter to fetch either the currently active or the draft configuration. Name Type Required Description `pid` string required Loyalty Program Id `limit` string optional Limit the number of records returned `offset` string optional Offset to paginate records `sort` string optional Sort direction `sortField` string optional Field to sort by `version` string optional Version `brevomcp_loyalty_get_balance_limit` [# ](#brevomcp_loyalty_get_balance_limit)Retrieves a single balance limit by its ID for a given balance definition. Use the \`version\` query parameter to fetch either the currently active or the draft limit configuration. 4 params ▾ Retrieves a single balance limit by its ID for a given balance definition. Use the \`version\` query parameter to fetch either the currently active or the draft limit configuration. Name Type Required Description `bdid` string required Balance Definition Id `blid` string required Balance Limit Id `pid` string required Loyalty Program Id `version` string optional Version `brevomcp_loyalty_get_balance_programs_active_balance` [# ](#brevomcp_loyalty_get_balance_programs_active_balance)Retrieves a paginated list of active (non-expired, non-consumed) balance entries for a specific contact and balance definition within a loyalty program. Both \`contactId\` and \`balanceDefinitionId\` query parameters are required. 8 params ▾ Retrieves a paginated list of active (non-expired, non-consumed) balance entries for a specific contact and balance definition within a loyalty program. Both \`contactId\` and \`balanceDefinitionId\` query parameters are required. Name Type Required Description `balanceDefinitionId` string required Balance Definition ID `contactId` integer required Contact ID `pid` string required Loyalty Program Id `includeInternal` string optional Include balances tied to internal definitions. `limit` string optional Limit `offset` string optional Offset `sort` string optional Sort Order `sortField` string optional Sort Field `brevomcp_loyalty_get_balance_programs_transaction_history` [# ](#brevomcp_loyalty_get_balance_programs_transaction_history)Retrieves a paginated transaction history for a specific contact and balance definition within a loyalty program. Both \`contactId\` and \`balanceDefinitionId\` query parameters are required. Results can be filtered by transaction \`status\` and \`transactionType\`, and sorted by creation date. 9 params ▾ Retrieves a paginated transaction history for a specific contact and balance definition within a loyalty program. Both \`contactId\` and \`balanceDefinitionId\` query parameters are required. Results can be filtered by transaction \`status\` and \`transactionType\`, and sorted by creation date. Name Type Required Description `balanceDefinitionId` string required Balance Definition ID `contactId` integer required Contact ID `pid` string required Loyalty Program Id `limit` string optional Limit the number of records returned `offset` string optional Page number to retrieve `sort` string optional Sort order `sortField` string optional Field to sort by `status` string optional Transaction status filter `transactionType` string optional Transaction type filter `brevomcp_loyalty_get_code_count` [# ](#brevomcp_loyalty_get_code_count)Retrieves the number of available codes in a specific code pool. Code pools are used by rewards to generate unique voucher codes for attribution. 2 params ▾ Retrieves the number of available codes in a specific code pool. Code pools are used by rewards to generate unique voucher codes for attribution. Name Type Required Description `cpid` string required Code Pool ID `pid` string required Loyalty Program ID `brevomcp_loyalty_get_contact_balances` [# ](#brevomcp_loyalty_get_contact_balances)Retrieves a paginated list of contact balances for a specific balance definition across all subscriptions in a loyalty program. The \`balanceDefinitionId\` query parameter is required. Results can be sorted by \`updatedAt\` or \`value\` and paginated using \`limit\` and \`offset\`. 7 params ▾ Retrieves a paginated list of contact balances for a specific balance definition across all subscriptions in a loyalty program. The \`balanceDefinitionId\` query parameter is required. Results can be sorted by \`updatedAt\` or \`value\` and paginated using \`limit\` and \`offset\`. Name Type Required Description `balanceDefinitionId` string required Balance Definition ID (required) `pid` string required Loyalty Program Id `includeInternal` string optional Include balances tied to internal definitions. `limit` string optional Limit the number of records returned `offset` string optional Skip a number of records `sort` string optional Sort order `sortField` string optional Field to sort by `brevomcp_loyalty_get_list_of_tier_groups` [# ](#brevomcp_loyalty_get_list_of_tier_groups)Retrieves all tier groups configured for a loyalty program. Each tier group defines an independent hierarchy of tiers with its own upgrade and downgrade strategies. Use the \`version\` parameter to fetch either the active or draft configuration. 2 params ▾ Retrieves all tier groups configured for a loyalty program. Each tier group defines an independent hierarchy of tiers with its own upgrade and downgrade strategies. Use the \`version\` parameter to fetch either the active or draft configuration. Name Type Required Description `pid` string required Loyalty Program ID `version` string optional Select 'active' to retrieve list of all tier groups which are live for clients. Select draft to retrieve list of all non deleted tier groups. `brevomcp_loyalty_get_lp_list` [# ](#brevomcp_loyalty_get_lp_list)Retrieves a paginated list of loyalty programs for the organization. Results can be sorted by name, creation date, or last update date. Use \`limit\` and \`offset\` to paginate through the results. The maximum page size is 500 items. 4 params ▾ Retrieves a paginated list of loyalty programs for the organization. Results can be sorted by name, creation date, or last update date. Use \`limit\` and \`offset\` to paginate through the results. The maximum page size is 500 items. Name Type Required Description `limit` string optional Number of documents per page `offset` string optional Index of the first document in the page `sort` string optional Sort order `sort_field` string optional Sort documents by field `brevomcp_loyalty_get_offer_programs_offers` [# ](#brevomcp_loyalty_get_offer_programs_offers)Retrieves a paginated list of rewards (offers) configured for a loyalty program. Results can be filtered by state and version (draft or active). The default page size is 25 with a maximum of 100 items per page. 5 params ▾ Retrieves a paginated list of rewards (offers) configured for a loyalty program. Results can be filtered by state and version (draft or active). The default page size is 25 with a maximum of 100 items per page. Name Type Required Description `pid` string required Loyalty Program ID `limit` string optional Page size `offset` string optional Pagination offset `state` string optional State of the reward `version` string optional Version `brevomcp_loyalty_get_offer_programs_rewards_by_rid` [# ](#brevomcp_loyalty_get_offer_programs_rewards_by_rid)Retrieves the full details of a reward by its ID, including configuration, rules, code generation settings, limits, products, and attribution/redemption counters. Use the \`version\` query parameter to fetch either the active or draft version. 3 params ▾ Retrieves the full details of a reward by its ID, including configuration, rules, code generation settings, limits, products, and attribution/redemption counters. Use the \`version\` query parameter to fetch either the active or draft version. Name Type Required Description `pid` string required Loyalty Program ID `rid` string required Reward ID `version` string optional Version `brevomcp_loyalty_get_offer_programs_vouchers` [# ](#brevomcp_loyalty_get_offer_programs_vouchers)Retrieves a paginated list of vouchers attributed to a specific contact within a loyalty program. The \`contactId\` query parameter is required (must be >= 1). Results can be filtered by \`rewardId\` or metadata key/value, sorted by \`updatedAt\` or \`createdAt\`, with a maximum of 500 items per page. 8 params ▾ Retrieves a paginated list of vouchers attributed to a specific contact within a loyalty program. The \`contactId\` query parameter is required (must be >= 1). Results can be filtered by \`rewardId\` or metadata key/value, sorted by \`updatedAt\` or \`createdAt\`, with a maximum of 500 items per page. Name Type Required Description `contactId` integer required Contact ID `pid` string required Loyalty Program ID `limit` string optional Page size `metadata_key_value` string optional Metadata value for a Key filter `offset` string optional Pagination offset `rewardId` string optional Reward ID `sort` string optional Sort order `sortField` string optional Sort field `brevomcp_loyalty_get_parameter_subscription_info` [# ](#brevomcp_loyalty_get_parameter_subscription_info)Retrieves comprehensive subscription data for a contact, including balances, tier assignments, attributed rewards, and subscription members. At least one of \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the subscription. 5 params ▾ Retrieves comprehensive subscription data for a contact, including balances, tier assignments, attributed rewards, and subscription members. At least one of \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the subscription. Name Type Required Description `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `contactId` string optional The contact ID to filter by. `includeInternal` string optional Include balances tied to internal definitions. `loyaltySubscriptionId` string optional The loyalty subscription ID to filter by. `params` string optional A list of filter parameters for querying the subscription info. `brevomcp_loyalty_get_program_info` [# ](#brevomcp_loyalty_get_program_info)Retrieves the full details of a single loyalty program by its ID, including its current state, metadata, subscription pool configuration, and timestamps. 1 param ▾ Retrieves the full details of a single loyalty program by its ID, including its current state, metadata, subscription pool configuration, and timestamps. Name Type Required Description `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `brevomcp_loyalty_get_program_tier` [# ](#brevomcp_loyalty_get_program_tier)Retrieves all tiers configured for a loyalty program across all tier groups. Use the \`version\` parameter to fetch either the currently active tiers or the draft configuration with pending changes. 2 params ▾ Retrieves all tiers configured for a loyalty program across all tier groups. Use the \`version\` parameter to fetch either the currently active tiers or the draft configuration with pending changes. Name Type Required Description `pid` string required Loyalty Program ID `version` string optional Select 'active' to retrieve list of all tiers which are live for clients. Select draft to retrieve list of all non deleted tiers. `brevomcp_loyalty_get_subscription_balances` [# ](#brevomcp_loyalty_get_subscription_balances)Retrieves the aggregate balances for a contact's subscription within a loyalty program. Returns the total balance value per balance definition. Use the \`includeInternal\` parameter to also include balances tied to internal definitions. 3 params ▾ Retrieves the aggregate balances for a contact's subscription within a loyalty program. Returns the total balance value per balance definition. Use the \`includeInternal\` parameter to also include balances tied to internal definitions. Name Type Required Description `cid` string required Contact ID `pid` string required Loyalty Program Id `includeInternal` string optional Include balances tied to internal definitions. `brevomcp_loyalty_get_tier_group` [# ](#brevomcp_loyalty_get_tier_group)Retrieves the full details of a tier group by its ID, including name, upgrade and downgrade strategies, tier ordering, and schedule configurations. Use the \`version\` parameter to fetch either the active or draft configuration. 3 params ▾ Retrieves the full details of a tier group by its ID, including name, upgrade and downgrade strategies, tier ordering, and schedule configurations. Use the \`version\` parameter to fetch either the active or draft configuration. Name Type Required Description `gid` string required Tier group ID `pid` string required Loyalty Program ID `version` string optional Select active to retrieve active version of tier group. Select draft to retrieve latest changes in tier group. `brevomcp_loyalty_partially_update_loyalty_program` [# ](#brevomcp_loyalty_partially_update_loyalty_program)Partially updates a loyalty program. Only the fields provided in the request body are modified; omitted fields remain unchanged. Supports updating the name (max 128 characters), description (max 256 characters), metadata, and birthday attribute. 6 params ▾ Partially updates a loyalty program. Only the fields provided in the request body are modified; omitted fields remain unchanged. Supports updating the name (max 128 characters), description (max 256 characters), metadata, and birthday attribute. Name Type Required Description `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `birthdayAttribute` string optional Contact attribute name used for birthday tracking (max 128 characters). `description` string optional Loyalty program description (max 256 characters). `documentId` string optional Optional document identifier. `meta` string optional Loyalty program metadata. `name` string optional Loyalty program name (max 128 characters). `brevomcp_loyalty_post_balance_programs_balance_definitions` [# ](#brevomcp_loyalty_post_balance_programs_balance_definitions)Creates a new balance definition within a loyalty program. A balance definition specifies the unit of measurement (points or currency), expiration rules, rounding strategies, and amount constraints. 17 params ▾ Creates a new balance definition within a loyalty program. A balance definition specifies the unit of measurement (points or currency), expiration rules, rounding strategies, and amount constraints. Name Type Required Description `name` string required Name of the balance definition. `pid` string required Loyalty Program Id `unit` string required Unit of balance measurement. `balanceAvailabilityDurationModifier` string optional Defines when the balance expires within the selected duration. `balanceAvailabilityDurationUnit` string optional Unit of time for balance validity. `balanceAvailabilityDurationValue` string optional Number of time units before the balance expires. `balanceExpirationDate` string optional Fixed expiration date (\`dd/mm\` format) as an alternative to duration-based expiry. Cannot be combined with duration-based availability fields. `balanceOptionAmountOvertakingStrategy` string optional Defines whether partial credit is allowed when reaching max balance. `balanceOptionCreditRounding` string optional Defines rounding strategy for credit transactions. `balanceOptionDebitRounding` string optional Defines rounding strategy for debit transactions. `description` string optional Short description of the balance definition. `imageRef` string optional URL of an optional image reference. `maxAmount` string optional Maximum allowable balance amount. `maxCreditAmountLimit` string optional Maximum credit allowed per operation. `maxDebitAmountLimit` string optional Maximum debit allowed per operation. `meta` string optional Additional metadata for the balance definition. `minAmount` string optional Minimum allowable balance amount. `brevomcp_loyalty_post_balance_programs_subscriptions_balances` [# ](#brevomcp_loyalty_post_balance_programs_subscriptions_balances)Creates a new balance entry for a contact's subscription, linked to a specific balance definition. The contact must have an active subscription in the loyalty program. The \`balanceDefinitionId\` field is required in the request body. 3 params ▾ Creates a new balance entry for a contact's subscription, linked to a specific balance definition. The contact must have an active subscription in the loyalty program. The \`balanceDefinitionId\` field is required in the request body. Name Type Required Description `balanceDefinitionId` string required Unique identifier (UUID) of the balance definition associated with the new balance. `cid` string required Contact Id `pid` string required Loyalty Program Id `brevomcp_loyalty_publish_loyalty_program` [# ](#brevomcp_loyalty_publish_loyalty_program)Publishes the current draft version of a loyalty program, making all pending changes (balance definitions, tiers, tier groups, rewards) live. After publication, the draft and active versions become identical until new changes are made. 1 param ▾ Publishes the current draft version of a loyalty program, making all pending changes (balance definitions, tiers, tier groups, rewards) live. After publication, the draft and active versions become identical until new changes are made. Name Type Required Description `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `brevomcp_loyalty_redeem_voucher` [# ](#brevomcp_loyalty_redeem_voucher)Creates a redemption request for a voucher. The voucher can be identified either by \`code\` or by \`attributedRewardId\`. A \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the subscriber. The redemption is created in a pending state unless \`autoComplete\` is true. 10 params ▾ Creates a redemption request for a voucher. The voucher can be identified either by \`code\` or by \`attributedRewardId\`. A \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the subscriber. The redemption is created in a pending state unless \`autoComplete\` is true. Name Type Required Description `pid` string required Loyalty Program ID `attributedRewardId` string optional Unique identifier for the attributed reward `autoComplete` string optional Whether the redemption should be automatically completed `code` string optional Redemption code for the reward `contactId` string optional Unique identifier for the contact `loyaltySubscriptionId` string optional Identifier for the loyalty subscription `meta` string optional Additional metadata associated with the redeem request `order` string optional Order details for the redemption `rewardId` string optional Unique identifier for the reward `ttl` string optional Time to live in seconds for the redemption request `brevomcp_loyalty_revoke_vouchers` [# ](#brevomcp_loyalty_revoke_vouchers)Revokes one or more attributed vouchers by their IDs. Provide a comma-separated list of attributed reward IDs via the \`attributedRewardIds\` query parameter. Revoked vouchers can no longer be redeemed. 2 params ▾ Revokes one or more attributed vouchers by their IDs. Provide a comma-separated list of attributed reward IDs via the \`attributedRewardIds\` query parameter. Revoked vouchers can no longer be redeemed. Name Type Required Description `pid` string required Loyalty Program ID `attributedRewardIds` string optional Reward Attribution IDs (comma seperated) `brevomcp_loyalty_subscribe_member_to_a_subscription` [# ](#brevomcp_loyalty_subscribe_member_to_a_subscription)Adds one or more members to an existing subscription. Either \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the target subscription. The \`memberContactIds\` array must contain at least one member ID (each >= 1). The subscription owner cannot be added as a member. 4 params ▾ Adds one or more members to an existing subscription. Either \`contactId\` or \`loyaltySubscriptionId\` must be provided to identify the target subscription. The \`memberContactIds\` array must contain at least one member ID (each >= 1). The subscription owner cannot be added as a member. Name Type Required Description `memberContactIds` string required Required, each item must be greater than or equal to 1 `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `contactId` string optional Required if LoyaltySubscriptionId is not provided, must be greater than 0 `loyaltySubscriptionId` string optional Required if ContactId is not provided, max length 64 `brevomcp_loyalty_subscribe_to_loyalty_program` [# ](#brevomcp_loyalty_subscribe_to_loyalty_program)Creates a new subscription for a contact in a loyalty program. The \`contactId\` field is required and must be greater than zero. An optional \`loyaltySubscriptionId\` (max 64 characters) can be provided as a custom identifier. The \`creationDate\`, if provided, must be in the past (ISO 8601 format). 5 params ▾ Creates a new subscription for a contact in a loyalty program. The \`contactId\` field is required and must be greater than zero. An optional \`loyaltySubscriptionId\` (max 64 characters) can be provided as a custom identifier. The \`creationDate\`, if provided, must be in the past (ISO 8601 format). Name Type Required Description `contactId` integer required Required contact ID; must be greater than 0. `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `creationDate` string optional Optional creation date in ISO 8601 format (YYYY-MM-DDThh:mm:ss.ffffff+HH:MM). Must be in the past. `loyaltySubscriptionId` string optional Optional subscription ID (max length 64). `meta` string optional Optional metadata associated with the subscription. `brevomcp_loyalty_update_balance_definition` [# ](#brevomcp_loyalty_update_balance_definition)Replaces an existing balance definition with the provided data. This is a full replacement (PUT), not a partial update; all fields in the payload are applied. The \`name\` and \`unit\` fields are required. 18 params ▾ Replaces an existing balance definition with the provided data. This is a full replacement (PUT), not a partial update; all fields in the payload are applied. The \`name\` and \`unit\` fields are required. Name Type Required Description `bdid` string required Balance Definition Id `name` string required Name of the balance definition. `pid` string required Loyalty Program Id `unit` string required Unit of balance measurement. `balanceAvailabilityDurationModifier` string optional Defines when the balance expires within the selected duration. `balanceAvailabilityDurationUnit` string optional Unit of time for balance validity. `balanceAvailabilityDurationValue` string optional Number of time units before the balance expires. `balanceExpirationDate` string optional Expiration date (\`dd/mm\` format) or empty if not applicable. `balanceOptionAmountOvertakingStrategy` string optional Defines whether partial credit is allowed when reaching max balance. `balanceOptionCreditRounding` string optional Rounding strategy for credit transactions. `balanceOptionDebitRounding` string optional Rounding strategy for debit transactions. `description` string optional Short description of the balance definition. `imageRef` string optional URL of an optional image reference. `maxAmount` string optional Maximum allowable balance amount. `maxCreditAmountLimit` string optional Maximum credit allowed per operation. `maxDebitAmountLimit` string optional Maximum debit allowed per operation. `meta` string optional Optional metadata for the balance definition. `minAmount` string optional Minimum allowable balance amount. `brevomcp_loyalty_update_balance_limit` [# ](#brevomcp_loyalty_update_balance_limit)Replaces an existing balance limit with the provided data. This is a full replacement (PUT); all fields in the payload are applied. The \`durationValue\` and \`value\` fields must be greater than zero. 9 params ▾ Replaces an existing balance limit with the provided data. This is a full replacement (PUT); all fields in the payload are applied. The \`durationValue\` and \`value\` fields must be greater than zero. Name Type Required Description `bdid` string required Balance Definition Id `blid` string required Balance Limit Id `constraintType` string required Defines whether the limit applies to transaction count or amount. `durationUnit` string required Unit of time for which the limit is applicable. `durationValue` integer required Number of time units for the balance limit. Must be greater than zero. `pid` string required Loyalty Program Id `transactionType` string required Specifies whether the limit applies to credit or debit transactions. `value` integer required Maximum allowed value for the specified constraint type. Must be greater than zero. `slidingSchedule` string optional Determines if the limit resets on a rolling schedule. `brevomcp_loyalty_update_loyalty_program` [# ](#brevomcp_loyalty_update_loyalty_program)Replaces a loyalty program with the provided data. This is a full replacement (PUT); all fields in the payload are applied. The \`name\` field is required (max 128 characters). The program name must be unique within the organization. 4 params ▾ Replaces a loyalty program with the provided data. This is a full replacement (PUT); all fields in the payload are applied. The \`name\` field is required (max 128 characters). The program name must be unique within the organization. Name Type Required Description `name` string required Loyalty Program name `pid` string required Loyalty Program ID. A unique identifier for the loyalty program. `description` string optional Loyalty Program description `meta` string optional Loyalty Program meta data `brevomcp_loyalty_update_tier` [# ](#brevomcp_loyalty_update_tier)Replaces an existing tier's configuration with the provided data. This is a full replacement (PUT); the \`name\`, \`accessConditions\`, and \`tierRewards\` fields are all required. Changes take effect with the next publication of the loyalty program. 6 params ▾ Replaces an existing tier's configuration with the provided data. This is a full replacement (PUT); the \`name\`, \`accessConditions\`, and \`tierRewards\` fields are all required. Changes take effect with the next publication of the loyalty program. Name Type Required Description `accessConditions` string required No description. `name` string required Name of the tier to be created `pid` string required Loyalty Program ID `tid` string required Tier ID `tierRewards` string required No description. `imageRef` string optional Image of the tier `brevomcp_loyalty_update_tier_group` [# ](#brevomcp_loyalty_update_tier_group)Replaces a tier group's configuration with the provided data. This is a full replacement (PUT); all required fields must be provided. The changes take effect with the next publication of the loyalty program. 7 params ▾ Replaces a tier group's configuration with the provided data. This is a full replacement (PUT); all required fields must be provided. The changes take effect with the next publication of the loyalty program. Name Type Required Description `downgradeStrategy` string required Select real\_time to downgrade tier on real time balance updates. Select membership\_anniversary to downgrade tier on subscription anniversary. Select tier\_anniversary to downgrade tier on tier anniversary. `gid` string required Tier group ID `name` string required Name of the tier group `pid` string required Loyalty Program ID `tierOrder` string required Order of the tiers in the group in ascending order `upgradeStrategy` string required Select real\_time to upgrade tier on real time balance updates. Select membership\_anniversary to upgrade tier on subscription anniversary. Select tier\_anniversary to upgrade tier on tier anniversary. `meta` string optional Additional metadata for the tier group. `brevomcp_loyalty_validate_reward` [# ](#brevomcp_loyalty_validate_reward)Validates whether a reward can be redeemed for a given contact or subscription. The voucher can be identified either by \`code\` or by \`attributedRewardId\`. Returns an \`authorize\` boolean indicating whether the redemption is permitted based on the reward's rules and limits. 7 params ▾ Validates whether a reward can be redeemed for a given contact or subscription. The voucher can be identified either by \`code\` or by \`attributedRewardId\`. Returns an \`authorize\` boolean indicating whether the redemption is permitted based on the reward's rules and limits. Name Type Required Description `pid` string required Loyalty Program ID `attributedRewardId` string optional Unique identifier for the attributed reward `code` string optional Validation code for the reward `contactId` string optional Unique identifier for the contact `loyaltySubscriptionId` string optional Identifier for the loyalty subscription `pointOfSellId` string optional Identifier for the point of sale `rewardId` string optional Unique identifier for the reward `brevomcp_notes_delete_crm_notes_by_id` [# ](#brevomcp_notes_delete_crm_notes_by_id)Permanently delete a CRM note by its identifier. This removes the note and unlinks it from any associated contacts, companies, or deals. The authenticated user must have delete permission for the entities linked to the note. 1 param ▾ Permanently delete a CRM note by its identifier. This removes the note and unlinks it from any associated contacts, companies, or deals. The authenticated user must have delete permission for the entities linked to the note. Name Type Required Description `id` string required Note ID to delete `brevomcp_notes_get_crm_notes` [# ](#brevomcp_notes_get_crm_notes)Retrieve a paginated list of CRM notes with optional filtering by entity type, entity IDs, and date range. Results are sorted by creation date in descending order by default, with a default limit of 50 notes per page. When filtering by entity IDs, the \`entity\` parameter must also be specified. 7 params ▾ Retrieve a paginated list of CRM notes with optional filtering by entity type, entity IDs, and date range. Results are sorted by creation date in descending order by default, with a default limit of 50 notes per page. When filtering by entity IDs, the \`entity\` parameter must also be specified. Name Type Required Description `dateFrom` string optional Start of date range filter (timestamp in milliseconds) `dateTo` string optional End of date range filter (timestamp in milliseconds) `entity` string optional Filter by note entity type. Required when \`entityIds\` is provided. `entityIds` string optional Filter by note entity IDs (comma-separated). The \`entity\` parameter must also be provided when using this filter. For contacts, provide numeric IDs; for companies and deals, provide object IDs. `limit` string optional Number of documents per page. Must be greater than 0. `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order. Default order is descending by creation date if \`sort\` is not passed. `brevomcp_notes_get_crm_notes_by_id` [# ](#brevomcp_notes_get_crm_notes_by_id)Retrieve the full details of a single CRM note by its identifier. The response includes the note's text content, creation and update timestamps, author information, and any associated contacts, companies, or deals. 1 param ▾ Retrieve the full details of a single CRM note by its identifier. The response includes the note's text content, creation and update timestamps, author information, and any associated contacts, companies, or deals. Name Type Required Description `id` string required Note ID to retrieve `brevomcp_notes_patch_crm_notes_by_id` [# ](#brevomcp_notes_patch_crm_notes_by_id)Update an existing CRM note's text content and its associations with contacts, companies, or deals. You can modify the note text, update the linked entities, or toggle the pinned status. At least one field must be provided for the update. 6 params ▾ Update an existing CRM note's text content and its associations with contacts, companies, or deals. You can modify the note text, update the linked entities, or toggle the pinned status. At least one field must be provided for the update. Name Type Required Description `id` string required Note ID to update `text` string required Text content of the note. Supports HTML content. Must not be empty and cannot exceed 10,000 characters (excluding HTML tags and line breaks). `companyIds` string optional Company IDs to link to the note `contactIds` string optional Contact IDs to link to the note. For creation, at least one entity (contact, company, or deal) must be provided. `dealIds` string optional Deal IDs to link to the note `isPinned` string optional Whether to pin or unpin the note. Only applicable when updating a note. `brevomcp_notes_post_crm_notes` [# ](#brevomcp_notes_post_crm_notes)Create a new CRM note and associate it with at least one contact, company, or deal. The note text content is required and cannot be empty. The text supports HTML content but must not exceed 10,000 characters (excluding HTML tags and line breaks). 5 params ▾ Create a new CRM note and associate it with at least one contact, company, or deal. The note text content is required and cannot be empty. The text supports HTML content but must not exceed 10,000 characters (excluding HTML tags and line breaks). Name Type Required Description `text` string required Text content of the note. Supports HTML content. Must not be empty and cannot exceed 10,000 characters (excluding HTML tags and line breaks). `companyIds` string optional Company IDs to link to the note `contactIds` string optional Contact IDs to link to the note. For creation, at least one entity (contact, company, or deal) must be provided. `dealIds` string optional Deal IDs to link to the note `isPinned` string optional Whether to pin or unpin the note. Only applicable when updating a note. `brevomcp_objects_batch_delete_object_records` [# ](#brevomcp_objects_batch_delete_object_records)Use this endpoint to delete multiple object records of the same object-type in one request. The request is accepted and processed asynchronously. You can track the status of the deletion process using the returned \*\*processId\*\*. 2 params ▾ Use this endpoint to delete multiple object records of the same object-type in one request. The request is accepted and processed asynchronously. You can track the status of the deletion process using the returned \*\*processId\*\*. Name Type Required Description `object_type` string required Object type for the records to delete `identifiers` string optional Either \`ids\` or \`ext\_ids\` must be provided, but not both in the same request. `brevomcp_objects_getrecords` [# ](#brevomcp_objects_getrecords)This API retrieves a list of object records along with their associated records and provides the total count of records for the specified object. \*\*Note\*\*: Contact as object type is not supported in this endpoint. 5 params ▾ This API retrieves a list of object records along with their associated records and provides the total count of records for the specified object. \*\*Note\*\*: Contact as object type is not supported in this endpoint. Name Type Required Description `limit` integer required Number of records returned per page `object_type` string required Object type for the records to retrieve. Must be a previously created custom object type. Contact as object type is not supported in this endpoint. `page_num` integer required Page number for pagination. It's used to fetch the object records on a provided page number. Must be a valid positive integer. `association` string optional Whether to include associations, must be 'true' or 'false'. Default to 'false' if not provided. `sort` string optional Sort order, must be 'asc' or 'desc'. Default to 'desc' if not provided. `brevomcp_objects_upsertrecords` [# ](#brevomcp_objects_upsertrecords)This API allows bulk upsert of object records in a single request. Each object record may include attributes, identifiers, and associations. 2 params ▾ This API allows bulk upsert of object records in a single request. Each object record may include attributes, identifiers, and associations. Name Type Required Description `object_type` string required Object type for the records to upsert. Must be a previously created custom object type. Only lowercase alphanumeric characters and underscores are allowed (max 32 characters). `records` string required List of object records to be upsert. Each record can have attributes, identifiers, and associations. `brevomcp_payments_create_payment_request` [# ](#brevomcp_payments_create_payment_request)Create a new payment request for a Brevo contact. The request requires a reference (displayed on the payment page), a contact ID, and a cart with currency and amount in cents. You can optionally configure a custom success redirect URL and enable email notifications with reminders. 6 params ▾ Create a new payment request for a Brevo contact. The request requires a reference (displayed on the payment page), a contact ID, and a cart with currency and amount in cents. You can optionally configure a custom success redirect URL and enable email notifications with reminders. Name Type Required Description `cart` string required Specify the payment currency and amount. `contactId` integer required Brevo ID of the contact requested to pay. `reference` string required Reference of the payment request, it will appear on the payment page. `configuration` string optional Optional. Redirect contact to a custom success page once payment is successful. If empty the default Brevo page will be displayed once a payment is validated `description` string optional Description of payment request. `notification` string optional Optional. Use this object if you want to let Brevo send an email to the contact, with the payment request URL. If empty, no notifications (message and reminders) will be sent. `brevomcp_payments_delete_payment_request` [# ](#brevomcp_payments_delete_payment_request)Delete a payment request by its UUID. Once deleted, the payment request can no longer be accessed or paid. Returns a \`404\` error if no payment request matches the provided ID, and a \`403\` error if Brevo Payments is not activated or the account is not validated. 1 param ▾ Delete a payment request by its UUID. Once deleted, the payment request can no longer be accessed or paid. Returns a \`404\` error if no payment request matches the provided ID, and a \`403\` error if Brevo Payments is not activated or the account is not validated. Name Type Required Description `id` string required ID of the payment request. `brevomcp_payments_get_payment_request` [# ](#brevomcp_payments_get_payment_request)Retrieve the details of a specific payment request by its ID. The response includes the reference, status (created, sent, reminderSent, or paid), cart details, notification configuration, contact ID, and the number of reminders sent. 1 param ▾ Retrieve the details of a specific payment request by its ID. The response includes the reference, status (created, sent, reminderSent, or paid), cart details, notification configuration, contact ID, and the number of reminders sent. Name Type Required Description `id` string required Id of the payment Request `brevomcp_pipelines_get_crm_pipeline_details` [# ](#brevomcp_pipelines_get_crm_pipeline_details)This endpoint is deprecated. Use \`/crm/pipeline/details/{pipelineID}\` or \`/crm/pipeline/details/all\` instead to retrieve pipeline stages for a specific pipeline or all pipelines respectively. 0 params ▾ This endpoint is deprecated. Use \`/crm/pipeline/details/{pipelineID}\` or \`/crm/pipeline/details/all\` instead to retrieve pipeline stages for a specific pipeline or all pipelines respectively. `brevomcp_pipelines_get_crm_pipeline_details_all` [# ](#brevomcp_pipelines_get_crm_pipeline_details_all)Retrieve the list of all deal pipelines configured for your account, including each pipeline's stages. Each stage includes its name, ID, and win probability. If no pipelines have been configured yet, they are automatically initialized before being returned. 0 params ▾ Retrieve the list of all deal pipelines configured for your account, including each pipeline's stages. Each stage includes its name, ID, and win probability. If no pipelines have been configured yet, they are automatically initialized before being returned. `brevomcp_pipelines_get_crm_pipeline_details_by_pipeline_id` [# ](#brevomcp_pipelines_get_crm_pipeline_details_by_pipeline_id)Retrieve the details of a specific deal pipeline by its identifier, including its stages and their win probabilities. Use this endpoint to obtain the pipeline and stage IDs needed when creating or updating deals. If the pipeline ID is not found, a 400 error is returned. 1 param ▾ Retrieve the details of a specific deal pipeline by its identifier, including its stages and their win probabilities. Use this endpoint to obtain the pipeline and stage IDs needed when creating or updating deals. If the pipeline ID is not found, a 400 error is returned. Name Type Required Description `pipelineID` string required ID of the pipeline to retrieve `brevomcp_processes_get_process` [# ](#brevomcp_processes_get_process)Retrieves detailed information about a specific background process. 1 param ▾ Retrieves detailed information about a specific background process. Name Type Required Description `processId` integer required Id of the process `brevomcp_processes_get_processes` [# ](#brevomcp_processes_get_processes)Retrieves a list of background processes from your Brevo account with filtering and pagination. 3 params ▾ Retrieves a list of background processes from your Brevo account with filtering and pagination. Name Type Required Description `limit` string optional Number limitation for the result returned `offset` string optional Beginning point in the list to retrieve from. `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_products_create_product_alert` [# ](#brevomcp_products_create_product_alert)Register a contact to receive an alert for a specific product event, such as \`back\_in\_stock\`. At least one contact identifier (\`ext\_id\`, \`email\`, or \`sms\`) must be provided; when multiple are given, priority is \`ext\_id\` > \`email\` > \`sms\`. 3 params ▾ Register a contact to receive an alert for a specific product event, such as \`back\_in\_stock\`. At least one contact identifier (\`ext\_id\`, \`email\`, or \`sms\`) must be provided; when multiple are given, priority is \`ext\_id\` > \`email\` > \`sms\`. Name Type Required Description `id` string required Product ID `type` string required Alert type `contactIdentifiers` string optional No description. `brevomcp_products_create_update_batch_products` [# ](#brevomcp_products_create_update_batch_products)Create or update multiple ecommerce products in a single request. The \`products\` array accepts up to 100 product objects for creation (or up to 1000 when \`updateEnabled\` is \`true\` and the account has an increased limit). 2 params ▾ Create or update multiple ecommerce products in a single request. The \`products\` array accepts up to 100 product objects for creation (or up to 1000 when \`updateEnabled\` is \`true\` and the account has an increased limit). Name Type Required Description `products` string required array of products objects `updateEnabled` string optional Facilitate to update the existing products in the same request (updateEnabled = true) `brevomcp_products_create_update_product` [# ](#brevomcp_products_create_update_product)Create a new ecommerce product or update an existing one, identified by the mandatory \`id\` field. When \`updateEnabled\` is \`false\` (the default), the endpoint inserts a new product and returns \`201\`; if the product ID already exists, a \`400\` error is returned. 16 params ▾ Create a new ecommerce product or update an existing one, identified by the mandatory \`id\` field. When \`updateEnabled\` is \`false\` (the default), the endpoint inserts a new product and returns \`201\`; if the product ID already exists, a \`400\` error is returned. Name Type Required Description `id` string required Product ID for which you requested the details `alternativePrice` string optional Alternative price of the product `brand` string optional Brand of the product `categories` string optional Category ID-s of the product `deletedAt` string optional UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) of the product deleted from the shop's database `description` string optional Description of the product `imageUrl` string optional Absolute URL to the cover image of the product `isDeleted` string optional product deleted from the shop's database `metaInfo` string optional Meta data of product such as description, vendor, producer, stock level. Maximum 20 keys allowed. Each key name must be at most 50 characters, and each string value must be at most 1000 characters. The cumulative size of all metaInfo must not exceed approximately 1000 KB. `name` string optional Mandatory in case of creation. Name of the product, as displayed in the shop `parentId` string optional Parent product id of the product `price` string optional Price of the product `sku` string optional Product identifier from the shop `stock` string optional Current stock value of the product from the shop's database `updateEnabled` string optional Facilitate to update the existing product in the same request (updateEnabled = true) `url` string optional URL to the product `brevomcp_products_get_product_info` [# ](#brevomcp_products_get_product_info)Retrieve the full details of a single ecommerce product by its unique ID. The response includes the product name, price, SKU, URL, image URLs (original and thumbnails), categories, stock level, meta information, creation and modification timestamps, and deletion status. 1 param ▾ Retrieve the full details of a single ecommerce product by its unique ID. The response includes the product name, price, SKU, URL, image URLs (original and thumbnails), categories, stock level, meta information, creation and modification timestamps, and deletion status. Name Type Required Description `id` string required Product ID `brevomcp_products_get_products` [# ](#brevomcp_products_get_products)Retrieve a paginated list of all ecommerce products stored in your Brevo account. Results are sorted by creation date in descending order by default, and can be filtered by product IDs, name (minimum 3 characters), price range, category IDs, modification date, creation date, or deletion status. 22 params ▾ Retrieve a paginated list of all ecommerce products stored in your Brevo account. Results are sorted by creation date in descending order by default, and can be filtered by product IDs, name (minimum 3 characters), price range, category IDs, modification date, creation date, or deletion status. Name Type Required Description `alternativePrice_eq` string optional Alternative price filter for products equals to particular amount `alternativePrice_gt` string optional Alternative price filter for products greater than particular amount `alternativePrice_gte` string optional Alternative price filter for products greater than and equals to particular amount `alternativePrice_lt` string optional Alternative price filter for products less than particular amount `alternativePrice_lte` string optional Alternative price filter for products less than and equals to particular amount `alternativePrice_ne` string optional Alternative price filter for products not equals to particular amount `categories` string optional Filter by categories ids `createdSince` string optional Filter (urlencoded) the products created after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `ids` string optional Filter by product ids `isDeleted` string optional Filter products by their deletion status. If \`false\` is passed, only products that are not deleted will be returned. `limit` string optional Number of documents per page `modifiedSince` string optional Filter (urlencoded) the products modified after a given UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `name` string optional Filter by product name, minimum 3 characters should be present for search. `offset` string optional Index of the first document in the page `price_eq` string optional Price filter for products equals to particular amount `price_gt` string optional Price filter for products greater than particular amount `price_gte` string optional Price filter for products greater than and equals to particular amount `price_lt` string optional Price filter for products less than particular amount `price_lte` string optional Price filter for products less than and equals to particular amount `price_ne` string optional Price filter for products not equals to particular amount `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `sortByField` string optional Sort the results by a specific field. Default sort field is \`created\_at\` when not passed. `brevomcp_segments_get_segments` [# ](#brevomcp_segments_get_segments)Retrieve all contact segments defined in your Brevo account with support for pagination and sorting. Results default to 10 segments per page (maximum 50) sorted in descending order of creation. Each segment includes its ID, name, category name, and last update timestamp. 3 params ▾ Retrieve all contact segments defined in your Brevo account with support for pagination and sorting. Results default to 10 segments per page (maximum 50) sorted in descending order of creation. Each segment includes its ID, name, category name, and last update timestamp. Name Type Required Description `limit` string optional Number of documents per page `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_senders_create_sender` [# ](#brevomcp_senders_create_sender)Creates a new email sender in your Brevo account. Both \`name\` and \`email\` are required fields. 3 params ▾ Creates a new email sender in your Brevo account. Both \`name\` and \`email\` are required fields. Name Type Required Description `email` string required From email to use for the sender. A verification email will be sent to this address. `name` string required From Name to use for the sender `ips` string optional Mandatory in case of dedicated IP. IPs to associate to the sender. Not required for standard accounts. `brevomcp_senders_delete_sender` [# ](#brevomcp_senders_delete_sender)Deletes an email sender from your Brevo account. The sender ID must be a valid positive integer. 1 param ▾ Deletes an email sender from your Brevo account. The sender ID must be a valid positive integer. Name Type Required Description `senderId` integer required Id of the sender `brevomcp_senders_get_senders` [# ](#brevomcp_senders_get_senders)Retrieves a list of all email senders from your Brevo account with optional filtering. 2 params ▾ Retrieves a list of all email senders from your Brevo account with optional filtering. Name Type Required Description `domain` string optional Filter your senders for a specific domain `ip` string optional Filter your senders for a specific ip. Available for dedicated IP usage only `brevomcp_senders_update_sender` [# ](#brevomcp_senders_update_sender)Updates an existing email sender's configuration. At least one field (name, email, or ips) must be provided. 4 params ▾ Updates an existing email sender's configuration. At least one field (name, email, or ips) must be provided. Name Type Required Description `senderId` integer required Id of the sender `email` string optional From Email to update the sender `ips` string optional Only in case of dedicated IP. IPs to associate to the sender. If passed, will replace all the existing IPs. Not required for standard accounts. `name` string optional From Name to update the sender `brevomcp_senders_validate_sender_by_otp` [# ](#brevomcp_senders_validate_sender_by_otp)Validates a sender using the OTP (One-Time Password) received via email. 2 params ▾ Validates a sender using the OTP (One-Time Password) received via email. Name Type Required Description `otp` integer required 6 digit OTP received on email `senderId` integer required Id of the sender `brevomcp_sms_campaigns_create_sms_campaign` [# ](#brevomcp_sms_campaigns_create_sms_campaign)Create a new SMS campaign with the required name, sender, and content fields. The sender name is limited to 11 alphanumeric characters or 15 numeric characters, and the content should stay within 160 characters per SMS segment. 8 params ▾ Create a new SMS campaign with the required name, sender, and content fields. The sender name is limited to 11 alphanumeric characters or 15 numeric characters, and the content should stay within 160 characters per SMS segment. Name Type Required Description `content` string required Content of the message. The maximum characters used per SMS is 160, if used more than that, it will be counted as more than one SMS. `name` string required Name of the campaign `sender` string required Name of the sender. The number of characters is limited to 11 for alphanumeric characters and 15 for numeric characters `organisationPrefix` string optional A recognizable prefix will ensure your audience knows who you are. Recommended by U.S. carriers. This will be added as your Brand Name before the message content. Prefer verifying maximum length of 160 characters including this prefix in message content to avoid multiple sending of same sms. `recipients` string optional No description. `scheduledAt` string optional UTC date-time on which the campaign has to run (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `unicodeEnabled` string optional Format of the message. It indicates whether the content should be treated as unicode or not. `unsubscribeInstruction` string optional Instructions to unsubscribe from future communications. Recommended by U.S. carriers. Must include STOP keyword. This will be added as instructions after the end of message content. Prefer verifying maximum length of 160 characters including this instructions in message content to avoid multiple sending of same sms. `brevomcp_sms_campaigns_delete_sms_campaign` [# ](#brevomcp_sms_campaigns_delete_sms_campaign)Delete an SMS campaign by its campaign ID. Only campaigns that have not been scheduled or sent can be deleted; attempting to delete a campaign that is queued, in process, or has been sent with recipients will return a 403 permission denied error. 1 param ▾ Delete an SMS campaign by its campaign ID. Only campaigns that have not been scheduled or sent can be deleted; attempting to delete a campaign that is queued, in process, or has been sent with recipients will return a 403 permission denied error. Name Type Required Description `campaignId` integer required id of the SMS campaign `brevomcp_sms_campaigns_get_sms_campaign` [# ](#brevomcp_sms_campaigns_get_sms_campaign)Retrieve detailed information about a specific SMS campaign by its ID, including campaign content, sender, recipients with list names, statistics (delivered, sent, bounces, unsubscriptions, answered), and tags. 1 param ▾ Retrieve detailed information about a specific SMS campaign by its ID, including campaign content, sender, recipients with list names, statistics (delivered, sent, bounces, unsubscriptions, answered), and tags. Name Type Required Description `campaignId` integer required id of the SMS campaign `brevomcp_sms_campaigns_get_sms_campaigns` [# ](#brevomcp_sms_campaigns_get_sms_campaigns)Retrieve a paginated list of all your SMS campaigns with their statistics and recipient information. Results can be filtered by status and date range, with a default limit of 500 and maximum of 1000 per page. 6 params ▾ Retrieve a paginated list of all your SMS campaigns with their statistics and recipient information. Results can be filtered by status and date range, with a default limit of 500 and maximum of 1000 per page. Name Type Required Description `endDate` string optional Mandatory if startDate is used. Ending (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the sent SMS campaigns. Prefer to pass your timezone in date-time format for accurate result. Only available if \`status\` is not passed or is set to \`sent\`. \`endDate\` must not be in the future. `limit` string optional Number of documents per page `offset` string optional Beginning point in the list to retrieve from. `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the sent SMS campaigns. Prefer to pass your timezone in date-time format for accurate result. Only available if \`status\` is not passed or is set to \`sent\`. \`startDate\` must not be in the future. `status` string optional Status of campaign. `brevomcp_sms_campaigns_request_sms_recipient_export` [# ](#brevomcp_sms_campaigns_request_sms_recipient_export)Export the recipients of a sent SMS campaign as an asynchronous process, filtered by recipient type (e.g. delivered, answered, hardBounces). The recipientsType field is required and determines which subset of recipients to export. 3 params ▾ Export the recipients of a sent SMS campaign as an asynchronous process, filtered by recipient type (e.g. delivered, answered, hardBounces). The recipientsType field is required and determines which subset of recipients to export. Name Type Required Description `campaignId` integer required id of the campaign `recipientsType` string required Filter the recipients based on how they interacted with the campaign `notifyURL` string optional URL that will be called once the export process is finished. For reference, https\://help.brevo.com/hc/en-us/articles/360007666479 `brevomcp_sms_campaigns_send_sms_campaign_now` [# ](#brevomcp_sms_campaigns_send_sms_campaign_now)Send an existing SMS campaign immediately by scheduling it for the current time. The system verifies your account's SMS credit balance before dispatching; if credits are insufficient or the remaining credit is less than the number of recipients, a 402 error is returned. 1 param ▾ Send an existing SMS campaign immediately by scheduling it for the current time. The system verifies your account's SMS credit balance before dispatching; if credits are insufficient or the remaining credit is less than the number of recipients, a 402 error is returned. Name Type Required Description `campaignId` integer required id of the campaign `brevomcp_sms_campaigns_send_sms_report` [# ](#brevomcp_sms_campaigns_send_sms_report)Send a PDF report of an SMS campaign to the specified email addresses. The report includes campaign statistics such as deliveries, bounces, answered, and unsubscriptions. The email recipients list supports a maximum of 99 addresses, and a custom body text is required. 3 params ▾ Send a PDF report of an SMS campaign to the specified email addresses. The report includes campaign statistics such as deliveries, bounces, answered, and unsubscriptions. The email recipients list supports a maximum of 99 addresses, and a custom body text is required. Name Type Required Description `campaignId` integer required id of the campaign `email` string required Custom attributes for the report email. `language` string optional Language of email content for campaign report sending. `brevomcp_sms_campaigns_send_test_sms` [# ](#brevomcp_sms_campaigns_send_test_sms)Send a test SMS to a specified phone number to preview the campaign before sending it to all recipients. The phone number must belong to one of your existing contacts in your Brevo account and must not be blacklisted. The number should include the country code (e.g. 33689965433). 2 params ▾ Send a test SMS to a specified phone number to preview the campaign before sending it to all recipients. The phone number must belong to one of your existing contacts in your Brevo account and must not be blacklisted. The number should include the country code (e.g. 33689965433). Name Type Required Description `campaignId` integer required Id of the SMS campaign `phoneNumber` string required Mobile number of the recipient with the country code. This number must belong to one of your contacts in Brevo account and must not be blacklisted. The number must contain between 6 and 18 digits including the country code (e.g. 33689965433). `brevomcp_sms_campaigns_update_sms_campaign` [# ](#brevomcp_sms_campaigns_update_sms_campaign)Update an existing SMS campaign's properties such as name, sender, content, recipients, scheduled date, organisation prefix, and unsubscribe instructions. The request body must contain at least one valid field to update. 9 params ▾ Update an existing SMS campaign's properties such as name, sender, content, recipients, scheduled date, organisation prefix, and unsubscribe instructions. The request body must contain at least one valid field to update. Name Type Required Description `campaignId` integer required id of the SMS campaign `content` string optional Content of the message. The maximum characters used per SMS is 160, if used more than that, it will be counted as more than one SMS `name` string optional Name of the campaign `organisationPrefix` string optional A recognizable prefix will ensure your audience knows who you are. Recommended by U.S. carriers. This will be added as your Brand Name before the message content. Prefer verifying maximum length of 160 characters including this prefix in message content to avoid multiple sending of same sms. `recipients` string optional No description. `scheduledAt` string optional UTC date-time on which the campaign has to run (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result. `sender` string optional Name of the sender. The number of characters is limited to 11 for alphanumeric characters and 15 for numeric characters `unicodeEnabled` string optional Format of the message. It indicates whether the content should be treated as unicode or not. `unsubscribeInstruction` string optional Instructions to unsubscribe from future communications. Recommended by U.S. carriers. Must include STOP keyword. This will be added as instructions after the end of message content. Prefer verifying maximum length of 160 characters including this instructions in message content to avoid multiple sending of same sms. `brevomcp_sms_campaigns_update_sms_campaign_status` [# ](#brevomcp_sms_campaigns_update_sms_campaign_status)Update the status of an SMS campaign, such as suspending, archiving, or replicating it. Available status values are: suspended, archive, darchive, sent, queued, replicate, replicateTemplate, and draft. The replicateTemplate status is only available for template type campaigns. 2 params ▾ Update the status of an SMS campaign, such as suspending, archiving, or replicating it. Available status values are: suspended, archive, darchive, sent, queued, replicate, replicateTemplate, and draft. The replicateTemplate status is only available for template type campaigns. Name Type Required Description `campaignId` integer required id of the campaign `status` string optional Note:- replicateTemplate status will be available only for template type campaigns. `brevomcp_tasks_delete_crm_tasks_by_id` [# ](#brevomcp_tasks_delete_crm_tasks_by_id)Permanently delete a CRM task by its identifier. This removes the task and cancels any associated reminders. The requesting user must be the task assignee or have manage permission on tasks. 1 param ▾ Permanently delete a CRM task by its identifier. This removes the task and cancels any associated reminders. The requesting user must be the task assignee or have manage permission on tasks. Name Type Required Description `id` string required Task ID `brevomcp_tasks_get_crm_tasks` [# ](#brevomcp_tasks_get_crm_tasks)Retrieve a paginated list of CRM tasks with optional filtering by task type, status, date range, assignee, and linked entities (contacts, deals, companies). Results are sorted by creation date in descending order by default, with a default limit of 50 tasks per page. 13 params ▾ Retrieve a paginated list of CRM tasks with optional filtering by task type, status, date range, assignee, and linked entities (contacts, deals, companies). Results are sorted by creation date in descending order by default, with a default limit of 50 tasks per page. Name Type Required Description `dateFrom` string optional dateFrom to date range filter type (timestamp in milliseconds) `dateTo` string optional dateTo to date range filter type (timestamp in milliseconds) `filter_assignTo` string optional Filter by the "assignTo" ID. You can utilize account emails for the "assignTo" attribute. `filter_companies` string optional Filter by companies ids `filter_contacts` string optional Filter by contact ids `filter_date` string optional Filter by date `filter_deals` string optional Filter by deals ids `filter_status` string optional Filter by task status `filter_type` string optional Filter by task type (ID) `limit` string optional Number of documents per page `offset` string optional Index of the first document of the page `sort` string optional Sort the results in the ascending/descending order. Default order is descending by creation if \`sort\` is not passed `sortBy` string optional The field used to sort field names. `brevomcp_tasks_get_crm_tasks_by_id` [# ](#brevomcp_tasks_get_crm_tasks_by_id)Retrieve the full details of a single CRM task by its identifier. The response includes the task's name, type, status, due date, duration, notes, assignee, reminder settings, and linked contacts, companies, or deals. 1 param ▾ Retrieve the full details of a single CRM task by its identifier. The response includes the task's name, type, status, due date, duration, notes, assignee, reminder settings, and linked contacts, companies, or deals. Name Type Required Description `id` string required Task ID `brevomcp_tasks_get_crm_tasktypes` [# ](#brevomcp_tasks_get_crm_tasktypes)Retrieve the list of all available task types for your account. The default task types are Email, Call, Todo, Meeting, Lunch, Deadline, and LinkedIn. If no task types exist yet, the default set is automatically created and returned. 0 params ▾ Retrieve the list of all available task types for your account. The default task types are Email, Call, Todo, Meeting, Lunch, Deadline, and LinkedIn. If no task types exist yet, the default set is automatically created and returned. `brevomcp_tasks_patch_crm_tasks_by_id` [# ](#brevomcp_tasks_patch_crm_tasks_by_id)Update an existing CRM task's properties such as name, type, due date, status, duration, notes, assignee, reminder, or linked entities. Only the fields provided in the request body will be updated; omitted fields remain unchanged. 12 params ▾ Update an existing CRM task's properties such as name, type, due date, status, duration, notes, assignee, reminder, or linked entities. Only the fields provided in the request body will be updated; omitted fields remain unchanged. Name Type Required Description `id` string required Task ID `assignToId` string optional To assign a task to a user you can use either the account email or ID. `companiesIds` string optional Companies ids for companies a task is linked to `contactsIds` string optional Contact ids for contacts linked to this task `date` string optional Task date/time `dealsIds` string optional Deal ids for deals a task is linked to `done` string optional Task marked as done `duration` string optional Duration of task in milliseconds \[1 minute = 60000 ms] `name` string optional Name of task `notes` string optional Notes added to a task `reminder` string optional Task reminder date/time for a task `taskTypeId` string optional Id for type of task e.g Call / Email / Meeting etc. `brevomcp_tasks_post_crm_tasks` [# ](#brevomcp_tasks_post_crm_tasks)Create a new CRM task with the specified name, type, due date, and optional associations to contacts, companies, or deals. A task requires a name, task type ID, and due date at minimum. You can also set a duration, notes, a reminder, and assign the task to a specific user. 11 params ▾ Create a new CRM task with the specified name, type, due date, and optional associations to contacts, companies, or deals. A task requires a name, task type ID, and due date at minimum. You can also set a duration, notes, a reminder, and assign the task to a specific user. Name Type Required Description `date` string required Task due date and time `name` string required Name of task `taskTypeId` string required Id for type of task e.g Call / Email / Meeting etc. `assignToId` string optional To assign a task to a user you can use either the account email or ID. `companiesIds` string optional Companies ids for companies a task is linked to `contactsIds` string optional Contact ids for contacts linked to this task `dealsIds` string optional Deal ids for deals a task is linked to `done` string optional Task marked as done `duration` string optional Duration of task in milliseconds \[1 minute = 60000 ms] `notes` string optional Notes added to a task `reminder` string optional Task reminder date/time for a task `brevomcp_templates_create_smtp_template` [# ](#brevomcp_templates_create_smtp_template)Create a new transactional email template with the specified sender, subject, and content. The \`sender\`, \`subject\`, and \`templateName\` fields are required. Template content can be provided via \`htmlContent\` (minimum 10 characters) or \`htmlUrl\`; at least one must be supplied. 10 params ▾ Create a new transactional email template with the specified sender, subject, and content. The \`sender\`, \`subject\`, and \`templateName\` fields are required. Template content can be provided via \`htmlContent\` (minimum 10 characters) or \`htmlUrl\`; at least one must be supplied. Name Type Required Description `sender` string required Sender details including id or email and name (\_optional\_). Only one of either Sender's email or Sender's ID shall be passed in one request at a time. For example: {"name":"xyz", "email":"example\@abc.com"} {"name":"xyz", "id":123} `subject` string required Subject of the template `templateName` string required Name of the template `attachmentUrl` string optional Absolute url of the attachment (no local file). Extension allowed: #### xlsx, xls, ods, docx, docm, doc, csv, pdf, txt, gif, jpg, jpeg, png, tif, tiff, rtf, bmp, cgm, css, shtml, html, htm, zip, xml, ppt, pptx, tar, ez, ics, mobi, msg, pub and eps' `htmlContent` string optional Body of the message (HTML version). The field must have more than 10 characters. REQUIRED if htmlUrl is empty `htmlUrl` string optional Url which contents the body of the email message. REQUIRED if htmlContent is empty `isActive` string optional Status of template. isActive = true means template is active and isActive = false means template is inactive `replyTo` string optional Email on which campaign recipients will be able to reply to `tag` string optional Tag of the template `toField` string optional To personalize the To Field. If you want to include the first name and last name of your recipient, add {FNAME} {LNAME}. These contact attributes must already exist in your Brevo account. If input parameter params used please use {{contact.FNAME}} {{contact.LNAME}} for personalization `brevomcp_templates_delete_smtp_template` [# ](#brevomcp_templates_delete_smtp_template)Permanently delete a transactional email template by its numeric ID. Only inactive templates can be deleted; attempting to delete an active template returns a 405 error. To deactivate a template before deletion, use \`PUT /smtp/templates/{templateId}\` with \`isActive\` set to \`false\`. 1 param ▾ Permanently delete a transactional email template by its numeric ID. Only inactive templates can be deleted; attempting to delete an active template returns a 405 error. To deactivate a template before deletion, use \`PUT /smtp/templates/{templateId}\` with \`isActive\` set to \`false\`. Name Type Required Description `templateId` integer required id of the template `brevomcp_templates_get_smtp_template` [# ](#brevomcp_templates_get_smtp_template)Retrieve the full details of a specific transactional email template by its numeric ID or custom template identifier string. 1 param ▾ Retrieve the full details of a specific transactional email template by its numeric ID or custom template identifier string. Name Type Required Description `templateId` string required ID of the template. Can be a numeric template ID or a custom template identifier string (alphanumeric, hyphens, and underscores only, max 64 characters, must start with a letter). `brevomcp_templates_get_smtp_templates` [# ](#brevomcp_templates_get_smtp_templates)Retrieve a paginated list of all transactional email templates (including automation templates) with their details such as name, subject, sender, status, HTML content, and timestamps. Results default to 50 per page (max 1000) and are sorted in descending creation order unless overridden. 5 params ▾ Retrieve a paginated list of all transactional email templates (including automation templates) with their details such as name, subject, sender, status, HTML content, and timestamps. Results default to 50 per page (max 1000) and are sorted in descending creation order unless overridden. Name Type Required Description `editorType` string optional Filter on the editor type used to create the template. Currently only \`richTextEditor\` is supported as a filter value. `limit` string optional Number of documents returned per page `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `templateStatus` string optional Filter on the status of the template. Active = true, inactive = false `brevomcp_templates_post_preview_smtp_email_templates` [# ](#brevomcp_templates_post_preview_smtp_email_templates)Generate a fully rendered preview of a transactional email template by resolving dynamic variables. 3 params ▾ Generate a fully rendered preview of a transactional email template by resolving dynamic variables. Name Type Required Description `templateId` integer required Id of the template. `email` string optional Email of the contact.(Required if params not provided) `params` string optional Key-value pairs of dynamic parameters for template rendering.(Required if email not provided) For example: {"Firstname":"John", "Lastname":"Doe"} `brevomcp_templates_send_test_template` [# ](#brevomcp_templates_send_test_template)Send a test email of the specified transactional template to one or more recipients. Provide an array of email addresses in the \`emailTo\` field; if left empty, the test mail is sent to your default test list. 2 params ▾ Send a test email of the specified transactional template to one or more recipients. Provide an array of email addresses in the \`emailTo\` field; if left empty, the test mail is sent to your default test list. Name Type Required Description `templateId` integer required ID of the transactional template to send as a test. Must be a valid positive integer. `emailTo` string optional List of the email addresses of the recipients whom you wish to send the test mail. \_If left empty, the test mail will be sent to your entire test list. You can not send more than 50 test emails per day\_. `brevomcp_templates_update_smtp_template` [# ](#brevomcp_templates_update_smtp_template)Update an existing transactional email template by its numeric ID or custom template identifier string. All fields in the request body are optional; only the provided fields will be updated. 11 params ▾ Update an existing transactional email template by its numeric ID or custom template identifier string. All fields in the request body are optional; only the provided fields will be updated. Name Type Required Description `templateId` string required ID of the template. Can be a numeric template ID or a custom template identifier string. `attachmentUrl` string optional Absolute url of the attachment (no local file). Extensions allowed: #### xlsx, xls, ods, docx, docm, doc, csv, pdf, txt, gif, jpg, jpeg, png, tif, tiff, rtf, bmp, cgm, css, shtml, html, htm, zip, xml, ppt, pptx, tar, ez, ics, mobi, msg, pub and eps `htmlContent` string optional Required if htmlUrl is empty. If the template is designed using Drag & Drop editor via HTML content, then the design page will not have Drag & Drop editor access for that template. Body of the message (HTML must have more than 10 characters) `htmlUrl` string optional Required if htmlContent is empty. URL to the body of the email (HTML) `isActive` string optional Status of the template. isActive = false means template is inactive, isActive = true means template is active `replyTo` string optional Email on which campaign recipients will be able to reply to `sender` string optional Sender details including id or email and name (\_optional\_). Only one of either Sender's email or Sender's ID shall be passed in one request at a time. For example: {"name":"xyz", "email":"example\@abc.com"} {"name":"xyz", "id":123} `subject` string optional Subject of the email `tag` string optional Tag of the template `templateName` string optional Name of the template `toField` string optional To personalize the To Field. If you want to include the first name and last name of your recipient, add {FNAME} {LNAME}. These contact attributes must already exist in your Brevo account. If input parameter params used please use {{contact.FNAME}} {{contact.LNAME}} for personalization `brevomcp_transac_templates_block_new_domain` [# ](#brevomcp_transac_templates_block_new_domain)Block a new domain to prevent transactional emails from being sent to any recipient at that domain. The \`domain\` field is required and must be a valid domain name (e.g. \`example.com\`). Domain names starting with \`www.\` are not accepted. 1 param ▾ Block a new domain to prevent transactional emails from being sent to any recipient at that domain. The \`domain\` field is required and must be a valid domain name (e.g. \`example.com\`). Domain names starting with \`www.\` are not accepted. Name Type Required Description `domain` string required name of the domain to be blocked `brevomcp_transac_templates_delete_blocked_domain` [# ](#brevomcp_transac_templates_delete_blocked_domain)Remove a domain from the blocked domains list, allowing transactional emails to be sent to recipients at that domain again. The domain name must be a valid domain format (e.g. \`example.com\`). 1 param ▾ Remove a domain from the blocked domains list, allowing transactional emails to be sent to recipients at that domain again. The domain name must be a valid domain format (e.g. \`example.com\`). Name Type Required Description `domain` string required The name of the domain to be deleted `brevomcp_transac_templates_delete_hardbounces` [# ](#brevomcp_transac_templates_delete_hardbounces)Delete hard bounce records from the blocklist, to be used carefully (e.g. in case of temporary ISP failures). You can filter by \`contactEmail\` (a specific email address), by date range (\`startDate\` and \`endDate\` in YYYY-MM-DD format), or both. 3 params ▾ Delete hard bounce records from the blocklist, to be used carefully (e.g. in case of temporary ISP failures). You can filter by \`contactEmail\` (a specific email address), by date range (\`startDate\` and \`endDate\` in YYYY-MM-DD format), or both. Name Type Required Description `contactEmail` string optional Target a specific email address `endDate` string optional Ending date (YYYY-MM-DD) of the time period for deletion. The hardbounces until this date will be deleted. Must be greater than or equal to the startDate `startDate` string optional Starting date (YYYY-MM-DD) of the time period for deletion. The hardbounces occurred after this date will be deleted. Must be less than or equal to the endDate `brevomcp_transac_templates_delete_scheduled_email_by_id` [# ](#brevomcp_transac_templates_delete_scheduled_email_by_id)Delete scheduled transactional emails, either a batch by its UUIDv4 \`batchId\` or a single email by its \`messageId\` (enclosed in angle brackets with an @ sign). Only emails with a \`queued\` status can be deleted; processed or in-progress emails cannot be cancelled. 1 param ▾ Delete scheduled transactional emails, either a batch by its UUIDv4 \`batchId\` or a single email by its \`messageId\` (enclosed in angle brackets with an @ sign). Only emails with a \`queued\` status can be deleted; processed or in-progress emails cannot be cancelled. Name Type Required Description `identifier` string required The \`batchId\` of scheduled emails batch (must be a valid UUIDv4) or the \`messageId\` of scheduled email (enclosed in angle brackets with @ sign, e.g. \`<...\@domain>\`). `brevomcp_transac_templates_delete_smtp_blocked_contacts_by_email` [# ](#brevomcp_transac_templates_delete_smtp_blocked_contacts_by_email)Unblock or resubscribe a transactional contact by removing their email address from the blocklist. The email address must be URL-encoded in the path parameter and must be a valid email format. If the contact is not found in the blocklist, a 404 error is returned. 1 param ▾ Unblock or resubscribe a transactional contact by removing their email address from the blocklist. The email address must be URL-encoded in the path parameter and must be a valid email format. If the contact is not found in the blocklist, a 404 error is returned. Name Type Required Description `email` string required Email address (URL-encoded) of the contact to unblock. Must be a valid email format. `brevomcp_transac_templates_delete_smtp_log_by_identifier` [# ](#brevomcp_transac_templates_delete_smtp_log_by_identifier)Delete SMTP transactional log entries by message ID or email address. 3 params ▾ Delete SMTP transactional log entries by message ID or email address. Name Type Required Description `identifier` string required Message ID or email address of the transactional log(s) to delete. A message ID must be enclosed in angle brackets with an @ sign (e.g. \`\\`). Alternatively, provide a valid email address to delete all logs associated with that address. `from_date` string optional Starting date (YYYY-MM-DD format) to narrow down logs for deletion `to_date` string optional Ending date (YYYY-MM-DD format) to narrow down logs for deletion `brevomcp_transac_templates_get_blocked_domains` [# ](#brevomcp_transac_templates_get_blocked_domains)Retrieve the complete list of domains that have been blocked for transactional email sending. Blocked domains prevent any transactional email from being sent to recipients at those domains. The response contains a flat array of domain name strings. 0 params ▾ Retrieve the complete list of domains that have been blocked for transactional email sending. Blocked domains prevent any transactional email from being sent to recipients at those domains. The response contains a flat array of domain name strings. `brevomcp_transac_templates_get_scheduled_email_by_id` [# ](#brevomcp_transac_templates_get_scheduled_email_by_id)Fetch the status of scheduled transactional emails, either a batch by its UUIDv4 \`batchId\` or a single email by its \`messageId\` (enclosed in angle brackets with an @ sign). Data is available for up to 30 days from creation. 7 params ▾ Fetch the status of scheduled transactional emails, either a batch by its UUIDv4 \`batchId\` or a single email by its \`messageId\` (enclosed in angle brackets with an @ sign). Data is available for up to 30 days from creation. Name Type Required Description `identifier` string required The \`batchId\` of scheduled emails batch (must be a valid UUIDv4) or the \`messageId\` of scheduled email (enclosed in angle brackets with @ sign, e.g. \`<...\@domain>\`). When using \`messageId\`, the \`limit\`, \`offset\`, \`sort\`, and \`status\` query parameters are ignored. `endDate` string optional Mandatory if \`startDate\` is used. Ending date (YYYY-MM-DD) till which you want to fetch the list. Maximum time period that can be selected is one month. `limit` string optional Number of documents returned per page. Not valid when identifier is \`messageId\`. `offset` string optional Index of the first document on the page. Not valid when identifier is \`messageId\`. `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed. Not valid when identifier is \`messageId\`. `startDate` string optional Mandatory if \`endDate\` is used. Starting date (YYYY-MM-DD) from which you want to fetch the list. Cannot be more than 30 days older than the current date. `status` string optional Filter the records by \`status\` of the scheduled email batch or message. Not valid when identifier is \`messageId\`. `brevomcp_transac_templates_get_sms_events` [# ](#brevomcp_transac_templates_get_sms_events)Retrieve a paginated list of individual SMS event records (unaggregated), including event type, phone number, message ID, timestamp, tag, and reason or reply content where applicable. Results default to 50 per page (max 100) and are sorted in descending order unless overridden. 9 params ▾ Retrieve a paginated list of individual SMS event records (unaggregated), including event type, phone number, message ID, timestamp, tag, and reason or reply content where applicable. Results default to 50 per page (max 100) and are sorted in descending order unless overridden. Name Type Required Description `days` string optional Number of days in the past including today (positive integer). Not compatible with 'startDate' and 'endDate' `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD) of the report. Must not be in the future. `event` string optional Filter the report for specific events `limit` string optional Number of documents per page `offset` string optional Index of the first document of the page `phoneNumber` string optional Filter the report for a specific phone number `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD) of the report. Must not be in the future and must not be after endDate. `tags` string optional Filter the report for specific tags, passed as a comma-separated URL-encoded string `brevomcp_transac_templates_get_sms_templates` [# ](#brevomcp_transac_templates_get_sms_templates)Retrieve a paginated list of all your SMS templates with their content, compliance settings, and media attachments. Results are paginated with a default limit of 50 and maximum of 100 per page. The sort order defaults to descending by creation date. 3 params ▾ Retrieve a paginated list of all your SMS templates with their content, compliance settings, and media attachments. Results are paginated with a default limit of 50 and maximum of 100 per page. The sort order defaults to descending by creation date. Name Type Required Description `limit` string optional Number of documents returned per page `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `brevomcp_transac_templates_get_transac_aggregated_sms_report` [# ](#brevomcp_transac_templates_get_transac_aggregated_sms_report)Retrieve an aggregated report of your transactional SMS activity over a specified time period, including counts for requests, delivered, hard bounces, soft bounces, blocked, unsubscribed, replied, accepted, rejected, and skipped messages. 4 params ▾ Retrieve an aggregated report of your transactional SMS activity over a specified time period, including counts for requests, delivered, hard bounces, soft bounces, blocked, unsubscribed, replied, accepted, rejected, and skipped messages. Name Type Required Description `days` string optional Number of days in the past including today (positive integer). Not compatible with startDate and endDate `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD) of the report. Must not be in the future. `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD) of the report. Must not be in the future and must not be after endDate. `tag` string optional Filter results by a specific tag `brevomcp_transac_templates_get_transac_blocked_contacts` [# ](#brevomcp_transac_templates_get_transac_blocked_contacts)Retrieve a paginated list of transactional contacts that have been blocked or unsubscribed, along with the reason for blocking (e.g. hard bounce, admin blocked, spam complaint, or unsubscription via email/API/Marketing Automation). 6 params ▾ Retrieve a paginated list of transactional contacts that have been blocked or unsubscribed, along with the reason for blocking (e.g. hard bounce, admin blocked, spam complaint, or unsubscription via email/API/Marketing Automation). Name Type Required Description `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD) till which you want to fetch the blocked or unsubscribed contacts `limit` string optional Number of documents returned per page `offset` string optional Index of the first document on the page `senders` string optional Comma separated list of emails of the senders from which contacts are blocked or unsubscribed `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD) from which you want to fetch the blocked or unsubscribed contacts `brevomcp_transac_templates_get_transac_email_content` [# ](#brevomcp_transac_templates_get_transac_email_content)Retrieve the full content and event history of a specific sent transactional email by its unique ID (uuid). 1 param ▾ Retrieve the full content and event history of a specific sent transactional email by its unique ID (uuid). Name Type Required Description `uuid` string required Unique id of the transactional email that has been sent to a particular contact `brevomcp_transac_templates_get_transac_emails_list` [# ](#brevomcp_transac_templates_get_transac_emails_list)Retrieve a paginated list of sent transactional emails. At least one filter is required: \`email\`, \`templateId\`, or \`messageId\`. Without date filters, the API returns data from the last 30 days. 8 params ▾ Retrieve a paginated list of sent transactional emails. At least one filter is required: \`email\`, \`templateId\`, or \`messageId\`. Without date filters, the API returns data from the last 30 days. Name Type Required Description `email` string optional Mandatory if templateId and messageId are not passed in query filters. Email address to which transactional email has been sent. `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD) till which you want to fetch the list. Maximum time period that can be selected is one month. `limit` string optional Number of documents returned per page `messageId` string optional Mandatory if templateId and email are not passed in query filters. Message ID of the transactional email sent. `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD) from which you want to fetch the list. Maximum time period that can be selected is one month. `templateId` string optional Mandatory if email and messageId are not passed in query filters. Id of the template that was used to compose transactional email. `brevomcp_transac_templates_get_transac_sms_report` [# ](#brevomcp_transac_templates_get_transac_sms_report)Retrieve a day-by-day breakdown of your transactional SMS activity, with each entry containing the date and counts for requests, delivered, hard bounces, soft bounces, blocked, unsubscribed, replied, accepted, rejected, and skipped messages. 5 params ▾ Retrieve a day-by-day breakdown of your transactional SMS activity, with each entry containing the date and counts for requests, delivered, hard bounces, soft bounces, blocked, unsubscribed, replied, accepted, rejected, and skipped messages. Name Type Required Description `days` string optional Number of days in the past including today (positive integer). Not compatible with 'startDate' and 'endDate' `endDate` string optional Mandatory if startDate is used. Ending date (YYYY-MM-DD) of the report. Must not be in the future. `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting date (YYYY-MM-DD) of the report. Must not be in the future and must not be after endDate. `tag` string optional Filter results by a specific tag `brevomcp_transac_templates_send_async_transactional_sms` [# ](#brevomcp_transac_templates_send_async_transactional_sms)Send a transactional SMS message asynchronously to a single mobile number. This endpoint has the same request body as \`POST /transactionalSMS/sms\` but returns only the \`messageId\` without waiting for credit and delivery details. 10 params ▾ Send a transactional SMS message asynchronously to a single mobile number. This endpoint has the same request body as \`POST /transactionalSMS/sms\` but returns only the \`messageId\` without waiting for credit and delivery details. Name Type Required Description `recipient` string required Mobile number to send SMS with the country code. Must contain between 6 and 15 digits, optionally prefixed with '+'. `sender` string required Name of the sender. The number of characters is limited to 11 for alphanumeric characters and 15 for numeric characters. Alphanumeric sender names (up to 11 characters) must contain only letters and digits. Numeric sender names (12-15 characters) must contain only digits. `content` string optional Content of the message. If more than 160 characters long, will be sent as multiple text messages. Mandatory if 'templateId' is not passed, ignored if 'templateId' is passed. `organisationPrefix` string optional A recognizable prefix will ensure your audience knows who you are. Recommended by U.S. carriers. This will be added as your Brand Name before the message content. Prefer verifying maximum length of 160 characters including this prefix in message content to avoid multiple sending of same sms. `params` string optional Pass the set of attributes to customize the template. For example, {"FNAME":"Joe", "LNAME":"Doe"}. These are the placeholder variables in the template that will be replaced with the corresponding values passed in the params object. Applicable only if \`templateId\` is used. `tag` string optional Tag of the message. Can be a single string or an array of strings (maximum 10 tags). Each tag must be a non-empty string. `templateId` string optional Template ID to send SMS with the template. When provided, overrides the content parameter. Mandatory if 'content' is not passed. `type` string optional Type of the SMS. Marketing SMS messages are those sent typically with marketing content. Transactional SMS messages are sent to individuals and are triggered in response to some action, such as a sign-up, purchase, etc. `unicodeEnabled` string optional Format of the message. It indicates whether the content should be treated as unicode or not. `webUrl` string optional Webhook to call for each event triggered by the message (delivered etc.) `brevomcp_transac_templates_send_transac_email` [# ](#brevomcp_transac_templates_send_transac_email)Send a transactional email to one or more recipients, either using inline HTML content or a pre-built template via \`templateId\`. 16 params ▾ Send a transactional email to one or more recipients, either using inline HTML content or a pre-built template via \`templateId\`. Name Type Required Description `attachment` string optional Array of attachment objects. Each attachment must include either an absolute URL (no local file paths) or base64-encoded content, along with the attachment filename. The \`name\` field is required when \`content\` is provided. Supported file extensions: xlsx, xls, ods, docx, docm, doc, csv, pdf, txt, gif, jpg, jpeg, png, tif, tiff, rtf, bmp, cgm, css, shtml, html, htm, zip, xml, ppt, pptx, tar, ez, ics, mobi, msg, pub, eps, odt, mp3, m4a, m4v, wma, ogg, flac, wav, aif, aifc, aiff, mp4, mov, avi, mkv, mpeg, mpg, wmv, pkpass, xlsm. When \`templateId\` is specified: if the template uses the New Template Language format, both \`url\` and \`content\` attachment types are supported; if the template uses the Old Template Language format, the \`attachment\` parameter is ignored. `batchId` string optional UUIDv4 identifier for the scheduled batch of transactional emails. If omitted, a valid UUIDv4 batch identifier is automatically generated. `bcc` string optional Array of BCC recipient objects. Each object contains an email address and an optional name. `cc` string optional Array of CC recipient objects. Each object contains an email address and an optional name. `headers` string optional Custom email headers (non-standard headers) to include in the email. The \`sender.ip\` header can be set to specify the IP address used for sending transactional emails (dedicated IP users only). Header names must use Title-Case-Format (words separated by hyphens with the first letter of each word capitalized). Headers not in this format are automatically converted. Standard email headers are not supported. Example: \`{"sender.ip":"1.2.3.4", "X-Mailin-custom":"some\_custom\_value", "Idempotency-Key":"abc-123"}\` `htmlContent` string optional HTML body content of the email. Required when \`templateId\` is not provided. Ignored when \`templateId\` is provided. `messageVersions` string optional Array of message version objects for sending customized email variants. The \`templateId\` can be customized per version only if a global \`templateId\` is provided. The \`htmlContent\` and \`textContent\` can be customized per version only if at least one of these is present in the global parameters. Global parameters such as \`to\` (required), \`bcc\`, \`cc\`, \`replyTo\`, and \`subject\` can be customized per version. Maximum total recipients per API request is 2000. Maximum recipients per message version is 99. Individual \`params\` objects must not exceed 100 KB. Cumulative \`params\` across all versions must not exceed 1000 KB. See https\://developers.brevo.com/docs/batch-send-transactional-emails for detailed usage instructions. `params` string optional Key-value pairs for template variable substitution. Only applicable when the template uses the New Template Language format. `replyTo` string optional Reply-to email address (required) and optional display name. Recipients will use this address when replying to the email. `scheduledAt` string optional UTC date-time when the email should be sent (format: YYYY-MM-DDTHH:mm:ss.SSSZ). Include timezone information in the date-time value. Scheduled emails may be delayed by up to 5 minutes. `sender` string optional Sender information. Required when \`templateId\` is not provided. Specify either an email address (with optional name) or a sender ID. The \`name\` field is ignored when \`id\` is provided. `subject` string optional Email subject line. Required when \`templateId\` is not provided. `tags` string optional Array of tags for categorizing and filtering emails `templateId` string optional Template identifier `textContent` string optional Plain text body content of the email. Ignored when \`templateId\` is provided. `to` string optional Array of recipient objects. Each object contains an email address and an optional display name. Required when \`messageVersions\` is not provided. Ignored when \`messageVersions\` is provided. Example: \`\[{"name":"Jimmy", "email":"jimmy\@example.com"}, {"name":"Joe", "email":"joe\@example.com"}]\` `brevomcp_transac_templates_send_transac_sms` [# ](#brevomcp_transac_templates_send_transac_sms)Send a transactional SMS message to a single mobile number. The \`sender\`, \`recipient\`, and either \`content\` or \`templateId\` fields are required. 10 params ▾ Send a transactional SMS message to a single mobile number. The \`sender\`, \`recipient\`, and either \`content\` or \`templateId\` fields are required. Name Type Required Description `recipient` string required Mobile number to send SMS with the country code. Must contain between 6 and 15 digits, optionally prefixed with '+'. `sender` string required Name of the sender. The number of characters is limited to 11 for alphanumeric characters and 15 for numeric characters. Alphanumeric sender names (up to 11 characters) must contain only letters and digits. Numeric sender names (12-15 characters) must contain only digits. `content` string optional Content of the message. If more than 160 characters long, will be sent as multiple text messages. Mandatory if 'templateId' is not passed, ignored if 'templateId' is passed. `organisationPrefix` string optional A recognizable prefix will ensure your audience knows who you are. Recommended by U.S. carriers. This will be added as your Brand Name before the message content. Prefer verifying maximum length of 160 characters including this prefix in message content to avoid multiple sending of same sms. `params` string optional Pass the set of attributes to customize the template. For example, {"FNAME":"Joe", "LNAME":"Doe"}. These are the placeholder variables in the template that will be replaced with the corresponding values passed in the params object. Applicable only if \`templateId\` is used. `tag` string optional Tag of the message. Can be a single string or an array of strings (maximum 10 tags). Each tag must be a non-empty string. `templateId` string optional Template ID to send SMS with the template. When provided, overrides the content parameter. Mandatory if 'content' is not passed. `type` string optional Type of the SMS. Marketing SMS messages are those sent typically with marketing content. Transactional SMS messages are sent to individuals and are triggered in response to some action, such as a sign-up, purchase, etc. `unicodeEnabled` string optional Format of the message. It indicates whether the content should be treated as unicode or not. `webUrl` string optional Webhook to call for each event triggered by the message (delivered etc.) `brevomcp_users_edit_user_permission` [# ](#brevomcp_users_edit_user_permission)Updates the feature-level permissions for an existing user in the organization. 3 params ▾ Updates the feature-level permissions for an existing user in the organization. Name Type Required Description `all_features_access` string required All access to the features `email` string required Email address for the organization `privileges` string required No description. `brevomcp_users_get_invited_users_list` [# ](#brevomcp_users_get_invited_users_list)Retrieves the list of all users associated with your organization, including both active and pending invited users. Each user entry includes their email address, owner status, current invitation status, and feature access levels for marketing, CRM, and conversations. 0 params ▾ Retrieves the list of all users associated with your organization, including both active and pending invited users. Each user entry includes their email address, owner status, current invitation status, and feature access levels for marketing, CRM, and conversations. `brevomcp_users_get_user_permission` [# ](#brevomcp_users_get_user_permission)Retrieves the granular feature-level permissions assigned to a specific user in the organization, identified by their email address. The response includes the user's current status (active or pending) and a detailed list of privileges specifying which features and permission levels are granted. 1 param ▾ Retrieves the granular feature-level permissions assigned to a specific user in the organization, identified by their email address. The response includes the user's current status (active or pending) and a detailed list of privileges specifying which features and permission levels are granted. Name Type Required Description `email` string required Email of the invited user. `brevomcp_users_inviteuser` [# ](#brevomcp_users_inviteuser)Invite a new user to the organization with specified feature permissions. 3 params ▾ Invite a new user to the organization with specified feature permissions. Name Type Required Description `all_features_access` string required All access to the features `email` string required Email address for the organization `privileges` string required No description. `brevomcp_users_put_revoke_user_permission` [# ](#brevomcp_users_put_revoke_user_permission)Revokes all permissions for an invited user in the organization, effectively removing their access to the platform. If the user's plan change generated credit notes, they are returned in the response for billing reconciliation. 1 param ▾ Revokes all permissions for an invited user in the organization, effectively removing their access to the platform. If the user's plan change generated credit notes, they are returned in the response for billing reconciliation. Name Type Required Description `email` string required Email of the invited user. `brevomcp_users_putresendcancelinvitation` [# ](#brevomcp_users_putresendcancelinvitation)Resends or cancels a pending invitation for a user in the organization, depending on the action path parameter. Use \`resend\` to send a new invitation email to the user, or \`cancel\` to revoke the pending invitation entirely and remove the user's pending access. 2 params ▾ Resends or cancels a pending invitation for a user in the organization, depending on the action path parameter. Use \`resend\` to send a new invitation email to the user, or \`cancel\` to revoke the pending invitation entirely and remove the user's pending access. Name Type Required Description `action` string required action `email` string required Email of the invited user. `brevomcp_webhooks_management_create_webhook` [# ](#brevomcp_webhooks_management_create_webhook)Creates a new webhook to receive real-time notifications for specified events. You can create up to 40 active webhooks per account (excluding inbound type webhooks). 9 params ▾ Creates a new webhook to receive real-time notifications for specified events. You can create up to 40 active webhooks per account (excluding inbound type webhooks). Name Type Required Description `url` string required URL of the webhook `auth` string optional Add authentication on webhook url `batched` string optional To send batched webhooks `channel` string optional Channel of the webhook `description` string optional Description of the webhook `domain` string optional Inbound domain of webhook, required in case of event type \`inbound\` `events` string optional Events triggering the webhook. Required for transactional and marketing types, optional for inbound type (defaults to \`inboundEmailProcessed\`). Possible values for Transactional type webhook: \`sent\` OR \`request\`, \`delivered\`, \`hardBounce\`, \`softBounce\`, \`blocked\`, \`spam\`, \`invalid\`, \`deferred\`, \`click\`, \`opened\`, \`uniqueOpened\` and \`unsubscribed\`. Possible values for Marketing type webhook: \`spam\`, \`opened\`, \`click\`, \`hardBounce\`, \`softBounce\`, \`unsubscribed\`, \`listAddition\`, \`delivered\`, \`contactUpdated\` & \`contactDeleted\`. Possible values for Inbound type webhook: \`inboundEmailProcessed\`. `headers` string optional Custom headers to be send with webhooks `type` string optional Type of the webhook `brevomcp_webhooks_management_delete_webhook` [# ](#brevomcp_webhooks_management_delete_webhook)Permanently deletes a webhook and stops all event notifications. 1 param ▾ Permanently deletes a webhook and stops all event notifications. Name Type Required Description `webhookId` integer required Id of the webhook `brevomcp_webhooks_management_export_webhooks_history` [# ](#brevomcp_webhooks_management_export_webhooks_history)Exports webhook event history to CSV format for analysis and reporting. 10 params ▾ Exports webhook event history to CSV format for analysis and reporting. Name Type Required Description `event` string required Filter the history for a specific event type `notifyURL` string required Webhook URL to receive CSV file link `type` string required Filter the history based on webhook type `days` string optional Number of days in the past including today (positive integer). Not compatible with 'startDate' and 'endDate'. `email` string optional Filter the history for a specific email `endDate` string optional Mandatory if startDate is used. Ending date of the report (YYYY-MM-DD). Must be greater than or equal to startDate. `messageId` string optional Filter the history for a specific message id. Applicable only for transactional webhooks. `sort` string optional Sorting order of records (asc or desc) `startDate` string optional Mandatory if endDate is used. Starting date of the history (YYYY-MM-DD). Must be lower than or equal to endDate. `webhookId` string optional Filter the history for a specific webhook id `brevomcp_webhooks_management_get_webhook` [# ](#brevomcp_webhooks_management_get_webhook)Retrieves detailed information about a specific webhook configuration. 1 param ▾ Retrieves detailed information about a specific webhook configuration. Name Type Required Description `webhookId` integer required Id of the webhook `brevomcp_webhooks_management_get_webhooks` [# ](#brevomcp_webhooks_management_get_webhooks)Retrieves all webhooks from your Brevo account with filtering and sorting options. If no \`type\` filter is specified, transactional webhooks are returned by default. 2 params ▾ Retrieves all webhooks from your Brevo account with filtering and sorting options. If no \`type\` filter is specified, transactional webhooks are returned by default. Name Type Required Description `sort` string optional Sort the results in the ascending/descending order of webhook creation `type` string optional Filter on webhook type `brevomcp_webhooks_management_update_webhook` [# ](#brevomcp_webhooks_management_update_webhook)Updates an existing webhook configuration and event subscriptions. The webhook type (marketing, transactional, or inbound) cannot be changed after creation -- only the URL, events, description, authentication, headers, batching, and domain (for inbound) can be updated. 8 params ▾ Updates an existing webhook configuration and event subscriptions. The webhook type (marketing, transactional, or inbound) cannot be changed after creation -- only the URL, events, description, authentication, headers, batching, and domain (for inbound) can be updated. Name Type Required Description `webhookId` integer required Id of the webhook `auth` string optional Add authentication on webhook url `batched` string optional To send batched webhooks `description` string optional Description of the webhook `domain` string optional Inbound domain of webhook, used in case of event type \`inbound\` `events` string optional - Events triggering the webhook. Possible values for Transactional type webhook: \`sent\` OR \`request\`, \`delivered\`, \`hardBounce\`, \`softBounce\`, \`blocked\`, \`spam\`, \`invalid\`, \`deferred\`, \`click\`, \`opened\`, \`uniqueOpened\` and \`unsubscribed\`. Possible values for Marketing type webhook: \`spam\`, \`opened\`, \`click\`, \`hardBounce\`, \`softBounce\`, \`unsubscribed\`, \`listAddition\`, \`delivered\`, \`contactUpdated\` and \`contactDeleted\`. Possible values for Inbound type webhook: \`inboundEmailProcessed\`. `headers` string optional Custom headers to be send with webhooks `url` string optional URL of the webhook `brevomcp_whatsapp_campaigns_create_whats_app_campaign` [# ](#brevomcp_whatsapp_campaigns_create_whats_app_campaign)Create a new WhatsApp campaign and schedule it for sending. The campaign requires a name, an approved WhatsApp template ID, a scheduled sending time, and recipients (either list IDs or segment IDs). The template must be in an approved state before it can be used. 4 params ▾ Create a new WhatsApp campaign and schedule it for sending. The campaign requires a name, an approved WhatsApp template ID, a scheduled sending time, and recipients (either list IDs or segment IDs). The template must be in an approved state before it can be used. Name Type Required Description `name` string required Name of the WhatsApp campaign creation `recipients` string required Segment ids and List ids to include/exclude from campaign `scheduledAt` string required Sending UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ). Prefer to pass your timezone in date-time format for accurate result.For example: 2017-06-01T12:30:00+02:00 `templateId` integer required Id of the WhatsApp template in approved state `brevomcp_whatsapp_campaigns_delete_whats_app_campaign` [# ](#brevomcp_whatsapp_campaigns_delete_whats_app_campaign)Delete a WhatsApp campaign by its campaign ID. The campaign must exist; if the campaign ID is not found, a 404 error is returned. This action is permanent and cannot be undone. 1 param ▾ Delete a WhatsApp campaign by its campaign ID. The campaign must exist; if the campaign ID is not found, a 404 error is returned. This action is permanent and cannot be undone. Name Type Required Description `campaignId` integer required id of the campaign `brevomcp_whatsapp_campaigns_get_whats_app_campaign` [# ](#brevomcp_whatsapp_campaigns_get_whats_app_campaign)Retrieve detailed information about a specific WhatsApp campaign by its ID, including campaign status, recipients, sender number, template details, and delivery statistics. The response includes the full template structure with body variables, header variables, and button configuration. 1 param ▾ Retrieve detailed information about a specific WhatsApp campaign by its ID, including campaign status, recipients, sender number, template details, and delivery statistics. The response includes the full template structure with body variables, header variables, and button configuration. Name Type Required Description `campaignId` integer required Id of the campaign `brevomcp_whatsapp_campaigns_get_whats_app_campaigns` [# ](#brevomcp_whatsapp_campaigns_get_whats_app_campaigns)Retrieve a paginated list of all your WhatsApp campaigns with their statistics and metadata. Results can be filtered by creation date range using startDate and endDate, with a default limit of 50 and maximum of 100 per page. The sort order defaults to descending by modification date. 5 params ▾ Retrieve a paginated list of all your WhatsApp campaigns with their statistics and metadata. Results can be filtered by creation date range using startDate and endDate, with a default limit of 50 and maximum of 100 per page. The sort order defaults to descending by modification date. Name Type Required Description `endDate` string optional Mandatory if startDate is used. Ending (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the WhatsApp campaigns created. Prefer to pass your timezone in date-time format for accurate result `limit` string optional Number of documents per page `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record modification. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the WhatsApp campaigns created. Prefer to pass your timezone in date-time format for accurate result `brevomcp_whatsapp_campaigns_get_whats_app_config` [# ](#brevomcp_whatsapp_campaigns_get_whats_app_config)Retrieve the configuration and status of your WhatsApp Business API account, including verification status, phone number name status, phone number quality rating, sending limit tier, and overall account approval status. 0 params ▾ Retrieve the configuration and status of your WhatsApp Business API account, including verification status, phone number name status, phone number quality rating, sending limit tier, and overall account approval status. `brevomcp_whatsapp_campaigns_get_whats_app_templates` [# ](#brevomcp_whatsapp_campaigns_get_whats_app_templates)Retrieve a paginated list of all your WhatsApp templates with their status, category, language, and metadata. Results can be filtered by creation date range and optionally by source (Automation or Conversations), with a default limit of 50 and maximum of 100 per page. 6 params ▾ Retrieve a paginated list of all your WhatsApp templates with their status, category, language, and metadata. Results can be filtered by creation date range and optionally by source (Automation or Conversations), with a default limit of 50 and maximum of 100 per page. Name Type Required Description `endDate` string optional Mandatory if startDate is used. Ending (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the templates created. Prefer to pass your timezone in date-time format for accurate result `limit` string optional Number of documents per page `offset` string optional Index of the first document in the page `sort` string optional Sort the results in the ascending/descending order of record modification. Default order is descending if \`sort\` is not passed `source` string optional source of the template `startDate` string optional Mandatory if endDate is used. Starting (urlencoded) UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) to filter the templates created. Prefer to pass your timezone in date-time format for accurate result `brevomcp_whatsapp_campaigns_send_whats_app_template_approval` [# ](#brevomcp_whatsapp_campaigns_send_whats_app_template_approval)Submit a WhatsApp template for approval by Meta. The template must exist and be in a state that allows submission (e.g. draft or rejected). Once approved, the template can be used in WhatsApp campaigns. You must have a configured WhatsApp account on the Brevo platform to use this endpoint. 1 param ▾ Submit a WhatsApp template for approval by Meta. The template must exist and be in a state that allows submission (e.g. draft or rejected). Once approved, the template can be used in WhatsApp campaigns. You must have a configured WhatsApp account on the Brevo platform to use this endpoint. Name Type Required Description `templateId` integer required id of the template `brevomcp_whatsapp_campaigns_update_whats_app_campaign` [# ](#brevomcp_whatsapp_campaigns_update_whats_app_campaign)Update an existing WhatsApp campaign's name, status, recipients, or scheduled sending time. The campaign must exist and be in a modifiable state (draft or scheduled). Use the rescheduleFor field to change the sending time. 5 params ▾ Update an existing WhatsApp campaign's name, status, recipients, or scheduled sending time. The campaign must exist and be in a modifiable state (draft or scheduled). Use the rescheduleFor field to change the sending time. Name Type Required Description `campaignId` integer required id of the campaign `campaignName` string optional Name of the campaign `campaignStatus` string optional Status of the campaign `recipients` string optional Segment ids and List ids to include/exclude from campaign `rescheduleFor` string optional Reschedule the sending UTC date-time (YYYY-MM-DDTHH:mm:ss.SSSZ) of campaign. Prefer to pass your timezone in date-time format for accurate result.For example: 2017-06-01T12:30:00+02:00 Use this field to update the scheduledAt of any existing draft or scheduled WhatsApp campaign. `brevomcp_whatsapp_management_create_whats_app_template` [# ](#brevomcp_whatsapp_management_create_whats_app_template)Create a new WhatsApp message template with the specified name, language, category, and body text. Templates can optionally include a text header (max 45 characters) or a media header (image, video, or PDF via URL). The body text supports a maximum of 1024 characters. 7 params ▾ Create a new WhatsApp message template with the specified name, language, category, and body text. Templates can optionally include a text header (max 45 characters) or a media header (image, video, or PDF via URL). The body text supports a maximum of 1024 characters. Name Type Required Description `bodyText` string required Body of the template. Maximum allowed characters are 1024 `category` string required Category of the template `language` string required Language of the template. For Example : en for English `name` string required Name of the template `headerText` string optional Text content of the header in the template. Maximum allowed characters are 45 Use this field to add text content in template header and if mediaUrl is empty `mediaUrl` string optional Absolute url of the media file (no local file) for the header. Use this field in you want to add media in Template header and headerText is empty Allowed extensions for media files are: #### jpeg | png | mp4 | pdf `source` string optional source of the template `brevomcp_whatsapp_management_get_whatsapp_event_report` [# ](#brevomcp_whatsapp_management_get_whatsapp_event_report)Retrieve a paginated list of individual WhatsApp event records (unaggregated), including event type, contact number, sender number, message ID, timestamp, and contextual fields like body text, media URL, and error reason where applicable. 8 params ▾ Retrieve a paginated list of individual WhatsApp event records (unaggregated), including event type, contact number, sender number, message ID, timestamp, and contextual fields like body text, media URL, and error reason where applicable. Name Type Required Description `contactNumber` string optional Filter results for specific contact (WhatsApp Number with country code. Example, 85264318721) `days` string optional Number of days in the past including today (positive integer). \_Not compatible with 'startDate' and 'endDate'\_ `endDate` string optional Mandatory if startDate is used. Ending date of the report (YYYY-MM-DD). Must be greater than equal to startDate `event` string optional Filter the report for a specific event type `limit` string optional Number limitation for the result returned `offset` string optional Beginning point in the list to retrieve from `sort` string optional Sort the results in the ascending/descending order of record creation. Default order is descending if \`sort\` is not passed `startDate` string optional Mandatory if endDate is used. Starting date of the report (YYYY-MM-DD). Must be lower than equal to endDate `brevomcp_whatsapp_management_send_whatsapp_message` [# ](#brevomcp_whatsapp_management_send_whatsapp_message)Send a WhatsApp message to one or more contacts. You must have your WhatsApp account set up on the Brevo platform before using this endpoint. The first message sent via the API must use a \`templateId\` (created on the Brevo WhatsApp interface); subsequent messages can use free-form \`text\` instead. 5 params ▾ Send a WhatsApp message to one or more contacts. You must have your WhatsApp account set up on the Brevo platform before using this endpoint. The first message sent via the API must use a \`templateId\` (created on the Brevo WhatsApp interface); subsequent messages can use free-form \`text\` instead. Name Type Required Description `contactNumbers` string required List of phone numbers of the contacts `senderNumber` string required WhatsApp Number with country code. Example, 85264318721 `params` string optional Pass the set of attributes to customize the template. For example, {"FNAME":"Joe", "LNAME":"Doe"}. `templateId` string optional ID of the template to send `text` string optional Text to be sent as message body (will be overridden if templateId is passed in the same request) --- # DOCUMENT BOUNDARY --- # Bugsnag MCP connector > Connect to Bugsnag MCP. Monitor errors, releases, traces, and span groups across your projects from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'bugsnagmcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Bugsnag MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'bugsnagmcp_bugsnag_get_current_project', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "bugsnagmcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Bugsnag MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="bugsnagmcp_bugsnag_get_current_project", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Update bugsnag** — Update the status of an error (e.g., ignore, snooze, open, or mark as fixed) * **Groupings bugsnag set network endpoint** — Set network endpoint grouping rules for a project * **List bugsnag** — Retrieve available trace attribute fields for filtering * **Get bugsnag** — Retrieve all spans within a specific distributed trace ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `bugsnagmcp_bugsnag_get_build` [# ](#bugsnagmcp_bugsnag_get_build)Retrieve details for a specific build by its ID, including source control metadata. 2 params ▾ Retrieve details for a specific build by its ID, including source control metadata. Name Type Required Description `buildId` string required Unique identifier of the app build `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_get_current_project` [# ](#bugsnagmcp_bugsnag_get_current_project)Retrieve the default project set for the current session. Tools use this project when no projectId is specified. 0 params ▾ Retrieve the default project set for the current session. Tools use this project when no projectId is specified. `bugsnagmcp_bugsnag_get_error` [# ](#bugsnagmcp_bugsnag_get_error)Retrieve full details on an error, including aggregated stats across all occurrences and the latest event's stacktrace, breadcrumbs, and metadata. 3 params ▾ Retrieve full details on an error, including aggregated stats across all occurrences and the latest event's stacktrace, breadcrumbs, and metadata. Name Type Required Description `errorId` string required Unique identifier of the error to retrieve `filters` object optional Apply filters to narrow down the error list. Use the List Project Event Filters tool to discover available filter fields. Time filters support extended ISO 8601 format (e.g. 2018-05-20T00:00:00Z) or relative format (e.g. 7d, 24h). `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_get_event` [# ](#bugsnagmcp_bugsnag_get_event)Retrieve detailed information about a specific error event by its ID. 2 params ▾ Retrieve detailed information about a specific error event by its ID. Name Type Required Description `eventId` string required Unique identifier of the event `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_get_event_details_from_dashboard_url` [# ](#bugsnagmcp_bugsnag_get_event_details_from_dashboard_url)Retrieve event details using a Bugsnag dashboard URL. 1 param ▾ Retrieve event details using a Bugsnag dashboard URL. Name Type Required Description `link` string required Full URL to the event details page in the BugSnag dashboard (web interface), containing project slug and event\_id parameter. `bugsnagmcp_bugsnag_get_events_on_an_error` [# ](#bugsnagmcp_bugsnag_get_events_on_an_error)List events (occurrences) grouped under a specific error. 6 params ▾ List events (occurrences) grouped under a specific error. Name Type Required Description `errorId` string required Unique identifier of the error `direction` string optional Sort direction for ordering results `filters` object optional Apply filters to narrow down the event list. Use the List Project Event Filters tool to discover available filter fields. Time filters support extended ISO 8601 format (e.g. 2018-05-20T00:00:00Z) or relative format (e.g. 7d, 24h). `nextUrl` string optional URL for retrieving the next page of results. Use the value in the previous response to get the next page when more results are available. Only values provided in the output from this tool can be used. Do not attempt to construct it manually. `perPage` number optional How many results to return per page. `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_get_network_endpoint_groupings` [# ](#bugsnagmcp_bugsnag_get_network_endpoint_groupings)Retrieve the network endpoint grouping rules configured for a project. 1 param ▾ Retrieve the network endpoint grouping rules configured for a project. Name Type Required Description `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_get_release` [# ](#bugsnagmcp_bugsnag_get_release)Retrieve details for a specific release by its ID, including source control info and associated builds. 2 params ▾ Retrieve details for a specific release by its ID, including source control info and associated builds. Name Type Required Description `releaseId` string required Unique identifier of the app release `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_get_span_group` [# ](#bugsnagmcp_bugsnag_get_span_group)Retrieve performance metrics for a specific span group. 3 params ▾ Retrieve performance metrics for a specific span group. Name Type Required Description `spanGroupId` string required ID of the span group `filters` object optional Apply filters to narrow down the span group list. Use the List Trace Fields tool to discover available filter fields. Time filters support extended ISO 8601 format (e.g. 2018-05-20T00:00:00Z) or relative format (e.g. 7d, 24h). `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_get_trace` [# ](#bugsnagmcp_bugsnag_get_trace)Retrieve all spans within a specific distributed trace. 7 params ▾ Retrieve all spans within a specific distributed trace. Name Type Required Description `from` string required Start time (ISO 8601 format) `to` string required End time (ISO 8601 format) `traceId` string required Trace ID `nextUrl` string optional URL for retrieving the next page of results. Use the value in the previous response to get the next page when more results are available. Only values provided in the output from this tool can be used. Do not attempt to construct it manually. `perPage` number optional How many results to return per page. `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `targetSpanId` string optional Optional target span ID to focus on `bugsnagmcp_bugsnag_list_project_errors` [# ](#bugsnagmcp_bugsnag_list_project_errors)List and search errors in a project with filters, sorting, and pagination. 6 params ▾ List and search errors in a project with filters, sorting, and pagination. Name Type Required Description `direction` string optional Sort direction for ordering results `filters` object optional Apply filters to narrow down the error list. Use the List Project Event Filters tool to discover available filter fields. Time filters support extended ISO 8601 format (e.g. 2018-05-20T00:00:00Z) or relative format (e.g. 7d, 24h). `nextUrl` string optional URL for retrieving the next page of results. Use the value in the previous response to get the next page when more results are available. Only values provided in the output from this tool can be used. Do not attempt to construct it manually. `perPage` number optional How many results to return per page. `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `sort` string optional Field to sort the errors by `bugsnagmcp_bugsnag_list_project_event_filters` [# ](#bugsnagmcp_bugsnag_list_project_event_filters)Retrieve available event filter fields for a project. 1 param ▾ Retrieve available event filter fields for a project. Name Type Required Description `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_list_projects` [# ](#bugsnagmcp_bugsnag_list_projects)List all projects in the organization the current user can access, or find a project by API key. 1 param ▾ List all projects in the organization the current user can access, or find a project by API key. Name Type Required Description `apiKey` string optional The API key of the BugSnag project, if known. `bugsnagmcp_bugsnag_list_releases` [# ](#bugsnagmcp_bugsnag_list_releases)List releases for a project with optional stage and visibility filters. 5 params ▾ List releases for a project with optional stage and visibility filters. Name Type Required Description `nextUrl` string optional URL for retrieving the next page of results. Use the value in the previous response to get the next page when more results are available. Only values provided in the output from this tool can be used. Do not attempt to construct it manually. `perPage` number optional How many results to return per page. `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `releaseStage` string optional Filter releases by this stage (e.g. production, staging), defaults to 'production' `visibleOnly` boolean optional Whether to only include releases that are marked as visible in the dashboard `bugsnagmcp_bugsnag_list_span_groups` [# ](#bugsnagmcp_bugsnag_list_span_groups)List span groups (tracked operations) for performance monitoring in a project. 7 params ▾ List span groups (tracked operations) for performance monitoring in a project. Name Type Required Description `direction` string optional Sort direction for ordering results `filters` object optional Apply filters to narrow down the span group list. Use the List Trace Fields tool to discover available filter fields. Time filters support extended ISO 8601 format (e.g. 2018-05-20T00:00:00Z) or relative format (e.g. 7d, 24h). `nextUrl` string optional URL for retrieving the next page of results. Use the value in the previous response to get the next page when more results are available. Only values provided in the output from this tool can be used. Do not attempt to construct it manually. `perPage` number optional How many results to return per page. `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `sort` string optional Field to sort by `starredOnly` boolean optional Show only starred span groups `bugsnagmcp_bugsnag_list_spans` [# ](#bugsnagmcp_bugsnag_list_spans)List individual spans belonging to a span group. 7 params ▾ List individual spans belonging to a span group. Name Type Required Description `spanGroupId` string required ID of the span group `direction` string optional Sort direction for ordering results `filters` object optional Apply filters to narrow down the span group list. Use the List Trace Fields tool to discover available filter fields. Time filters support extended ISO 8601 format (e.g. 2018-05-20T00:00:00Z) or relative format (e.g. 7d, 24h). `nextUrl` string optional URL for retrieving the next page of results. Use the value in the previous response to get the next page when more results are available. Only values provided in the output from this tool can be used. Do not attempt to construct it manually. `perPage` number optional How many results to return per page. `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `sort` string optional Field to sort by `bugsnagmcp_bugsnag_list_trace_fields` [# ](#bugsnagmcp_bugsnag_list_trace_fields)Retrieve available trace attribute fields for filtering. 1 param ▾ Retrieve available trace attribute fields for filtering. Name Type Required Description `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_set_network_endpoint_groupings` [# ](#bugsnagmcp_bugsnag_set_network_endpoint_groupings)Set network endpoint grouping rules for a project. 2 params ▾ Set network endpoint grouping rules for a project. Name Type Required Description `endpoints` array required Array of URL patterns by which network spans are grouped. Endpoints follow OpenAPI path templating syntax (https\://swagger.io/specification/#path-templating) where path parameters use curly braces (e.g., /users/{id}). If you encounter colon-prefixed parameters (e.g., :userId from Express/React Router), convert them to curly braces (e.g., {userId}). Wildcards (\*) can be used in domains (e.g., https\://\*.example.com) to match multiple subdomains. `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `bugsnagmcp_bugsnag_update_error` [# ](#bugsnagmcp_bugsnag_update_error)Update the status of an error (e.g., ignore, snooze, open, or mark as fixed). 5 params ▾ Update the status of an error (e.g., ignore, snooze, open, or mark as fixed). Name Type Required Description `errorId` string required Unique identifier of the error `operation` string required The operation to apply to the error `issue_url` string optional The URL of the issue to link to the error - required when operation is 'link\_issue' `projectId` string optional Unique identifier of the project. This is optional if a current project is set and is used to set the current project for BugSnag tools. `reopenRules` object optional Reopen rules for snooze operation - required when operation is 'snooze' --- # DOCUMENT BOUNDARY --- # Buildkite MCP connector > Connect to Buildkite MCP. Manage CI/CD pipelines, builds, agents, clusters, and test suites from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'buildkitemcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Buildkite MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'buildkitemcp_list_agents', 25 toolInput: { org_slug: 'YOUR_ORG_SLUG' }, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "buildkitemcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Buildkite MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={"org_slug":"YOUR_ORG_SLUG"}, 27 tool_name="buildkitemcp_list_agents", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Organization user token** — Get the organization associated with the user token used for this request * **Update pipeline schedule, pipeline, cluster queue** — Modify an existing pipeline schedule’s cron expression, branch, environment variables, or enabled state * **Job unblock, retry** — Unblock a blocked job in a Buildkite build to allow it to continue execution * **Logs tail** — Show the last N entries from the log file * **Search logs** — Search log entries using regex patterns with optional context lines * **Dispatch resume cluster queue, pause cluster queue** — Resume dispatch on a paused cluster queue, allowing jobs to be dispatched to agents again ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `buildkitemcp_access_token` [# ](#buildkitemcp_access_token)Get information about the current API access token including its scopes and UUID 0 params ▾ Get information about the current API access token including its scopes and UUID `buildkitemcp_cancel_build` [# ](#buildkitemcp_cancel_build)Cancel a running build on a Buildkite pipeline 3 params ▾ Cancel a running build on a Buildkite pipeline Name Type Required Description `build_number` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `buildkitemcp_create_annotation` [# ](#buildkitemcp_create_annotation)Create an annotation on a build or specific job. Use scope='build' (default) or scope='job' with job\_id 10 params ▾ Create an annotation on a build or specific job. Use scope='build' (default) or scope='job' with job\_id Name Type Required Description `body` string required The annotation body as HTML or Markdown `build_number` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `append` boolean optional Append the body to an existing annotation with the same context `context` string optional Optional annotation context used to identify or append to an annotation `job_id` string optional Job ID required when scope is job `priority` integer optional Optional annotation priority from 1 to 10 `scope` string optional Annotation scope: 'build' (default) or 'job'. When 'job', job\_id is required. `style` string optional Optional annotation style: success, info, warning, or error `buildkitemcp_create_build` [# ](#buildkitemcp_create_build)Trigger a new build on a Buildkite pipeline for a specific commit and branch, with optional environment variables, metadata, and author information 8 params ▾ Trigger a new build on a Buildkite pipeline for a specific commit and branch, with optional environment variables, metadata, and author information Name Type Required Description `branch` string required No description. `commit` string required The commit SHA to build `message` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `environment` string optional Environment variables to set for the build `ignore_branch_filters` boolean optional Whether to ignore branch filters when triggering the build `metadata` string optional Meta-data values to set for the build `buildkitemcp_create_cluster` [# ](#buildkitemcp_create_cluster)Create a new cluster in an organization 5 params ▾ Create a new cluster in an organization Name Type Required Description `name` string required No description. `org_slug` string required No description. `color` string optional Hex color code for the cluster (e.g. #A9CCE3) `description` string optional Description of the cluster `emoji` string optional Emoji for the cluster (e.g. :toolbox:) `buildkitemcp_create_cluster_queue` [# ](#buildkitemcp_create_cluster_queue)Create a new queue in a cluster 4 params ▾ Create a new queue in a cluster Name Type Required Description `cluster_id` string required No description. `key` string required No description. `org_slug` string required No description. `description` string optional Description of the queue `buildkitemcp_create_pipeline` [# ](#buildkitemcp_create_pipeline)Set up a new CI/CD pipeline in Buildkite with YAML configuration, repository connection, and cluster assignment 11 params ▾ Set up a new CI/CD pipeline in Buildkite with YAML configuration, repository connection, and cluster assignment Name Type Required Description `cluster_id` string required The cluster ID to assign the pipeline to `configuration` string required The pipeline configuration in YAML format `name` string required No description. `org_slug` string required No description. `repository_url` string required The Git repository URL `cancel_running_branch_builds` boolean optional Cancel running builds when new builds are created on the same branch `create_webhook` boolean optional Create a GitHub webhook to trigger builds on pull-request and push events `default_branch` string optional The default branch for builds and metrics filtering `description` string optional No description. `skip_queued_branch_builds` boolean optional Skip intermediate builds when new builds are created on the same branch `tags` string optional Tags to apply to the pipeline for filtering and organization `buildkitemcp_create_pipeline_schedule` [# ](#buildkitemcp_create_pipeline_schedule)Create a new pipeline schedule that triggers builds on a cron-driven interval 9 params ▾ Create a new pipeline schedule that triggers builds on a cron-driven interval Name Type Required Description `cronline` string required Schedule interval as a crontab expression (e.g. '0 0 \* \* \*') or predefined value (e.g. '@daily'\\, '@hourly'\\, '@weekly'\\, '@monthly'\\, '@yearly') `org_slug` string required No description. `pipeline_slug` string required No description. `branch` string optional Target branch (defaults to the pipeline default branch) `commit` string optional Commit reference (defaults to HEAD) `enabled` string optional Whether the schedule is active. Defaults to true if unset. `env` object optional Environment variables to set on triggered builds `label` string optional Descriptive label for the schedule `message` string optional Message attached to triggered builds `buildkitemcp_current_user` [# ](#buildkitemcp_current_user)Get details about the user account that owns the API token, including name, email, avatar, and account creation date 0 params ▾ Get details about the user account that owns the API token, including name, email, avatar, and account creation date `buildkitemcp_get_agent` [# ](#buildkitemcp_get_agent)Get detailed information about a specific agent including its connection state, host details, current job, metadata, and pause status 3 params ▾ Get detailed information about a specific agent including its connection state, host details, current job, metadata, and pause status Name Type Required Description `agent_id` string required No description. `org_slug` string required No description. `detail_level` string optional Response detail level: 'summary'\\, 'detailed'\\, or 'full' (default) `buildkitemcp_get_artifact` [# ](#buildkitemcp_get_artifact)Download a specific artifact's content, identified by its organization, pipeline, build, job, and artifact identifiers. The content is returned base64-encoded 5 params ▾ Download a specific artifact's content, identified by its organization, pipeline, build, job, and artifact identifiers. The content is returned base64-encoded Name Type Required Description `artifact_id` string required The UUID of the artifact to download `build_number` string required No description. `job_id` string required The UUID of the job that produced the artifact `org_slug` string required No description. `pipeline_slug` string required No description. `buildkitemcp_get_build` [# ](#buildkitemcp_get_build)Get build information including job IDs, names, and states. Use job\_state to filter (e.g. 'failed,broken'). Returns enough detail to identify which jobs to investigate with log and artifact tools 6 params ▾ Get build information including job IDs, names, and states. Use job\_state to filter (e.g. 'failed,broken'). Returns enough detail to identify which jobs to investigate with log and artifact tools Name Type Required Description `build_number` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `detail_level` string optional Response detail level: 'detailed' (default) or 'full'. Detailed includes job IDs/names/states; full includes complete job objects `include_agent` boolean optional Include full agent details in job objects. When false (default)\\, only agent.id is included `job_state` string optional Filter jobs by state. Comma-separated for multiple states (e.g.\\, 'failed\\,broken\\,canceled') `buildkitemcp_get_build_test_engine_runs` [# ](#buildkitemcp_get_build_test_engine_runs)Get test engine runs data for a specific build in Buildkite. This can be used to look up Test Runs. 3 params ▾ Get test engine runs data for a specific build in Buildkite. This can be used to look up Test Runs. Name Type Required Description `build_number` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `buildkitemcp_get_cluster` [# ](#buildkitemcp_get_cluster)Get detailed information about a specific cluster including its name, description, default queue, and configuration 2 params ▾ Get detailed information about a specific cluster including its name, description, default queue, and configuration Name Type Required Description `cluster_id` string required No description. `org_slug` string required No description. `buildkitemcp_get_cluster_queue` [# ](#buildkitemcp_get_cluster_queue)Get detailed information about a specific queue including its key, description, dispatch status, and hosted agent configuration 3 params ▾ Get detailed information about a specific queue including its key, description, dispatch status, and hosted agent configuration Name Type Required Description `cluster_id` string required No description. `org_slug` string required No description. `queue_id` string required No description. `buildkitemcp_get_failed_executions` [# ](#buildkitemcp_get_failed_executions)Get failed test executions for a specific test run in Buildkite Test Engine. Optionally get the expanded failure details such as full error messages and stack traces. 6 params ▾ Get failed test executions for a specific test run in Buildkite Test Engine. Optionally get the expanded failure details such as full error messages and stack traces. Name Type Required Description `org_slug` string required No description. `run_id` string required No description. `test_suite_slug` string required No description. `include_failure_expanded` boolean optional Include expanded failure details such as full error messages and stack traces `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `buildkitemcp_get_job_env` [# ](#buildkitemcp_get_job_env)Get the environment variables for a specific job in a Buildkite build 4 params ▾ Get the environment variables for a specific job in a Buildkite build Name Type Required Description `build_number` string required No description. `job_id` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `buildkitemcp_get_pipeline` [# ](#buildkitemcp_get_pipeline)Get detailed information about a specific pipeline including its configuration, steps, environment variables, and build statistics 3 params ▾ Get detailed information about a specific pipeline including its configuration, steps, environment variables, and build statistics Name Type Required Description `org_slug` string required No description. `pipeline_slug` string required No description. `detail_level` string optional Response detail level: 'summary'\\, 'detailed'\\, or 'full' (default) `buildkitemcp_get_pipeline_schedule` [# ](#buildkitemcp_get_pipeline_schedule)Get detailed information about a single pipeline schedule including its cron expression, target branch, environment variables, enabled state, last failure, and next build time 3 params ▾ Get detailed information about a single pipeline schedule including its cron expression, target branch, environment variables, enabled state, last failure, and next build time Name Type Required Description `org_slug` string required No description. `pipeline_slug` string required No description. `schedule_id` string required No description. `buildkitemcp_get_test` [# ](#buildkitemcp_get_test)Get a specific test in Buildkite Test Engine. This provides additional metadata for failed test executions 3 params ▾ Get a specific test in Buildkite Test Engine. This provides additional metadata for failed test executions Name Type Required Description `org_slug` string required No description. `test_id` string required No description. `test_suite_slug` string required No description. `buildkitemcp_get_test_run` [# ](#buildkitemcp_get_test_run)Get a specific test run in Buildkite Test Engine 3 params ▾ Get a specific test run in Buildkite Test Engine Name Type Required Description `org_slug` string required No description. `run_id` string required No description. `test_suite_slug` string required No description. `buildkitemcp_list_agents` [# ](#buildkitemcp_list_agents)List agents in an organization with their connection state, host details, version, current job, and pause status 7 params ▾ List agents in an organization with their connection state, host details, version, current job, and pause status Name Type Required Description `org_slug` string required No description. `detail_level` string optional Response detail level: 'summary' (default)\\, 'detailed'\\, or 'full' `hostname` string optional No description. `name` string optional No description. `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `version` string optional No description. `buildkitemcp_list_annotations` [# ](#buildkitemcp_list_annotations)List annotations for a build or a specific job. Use scope='build' (default) or scope='job' with job\_id 7 params ▾ List annotations for a build or a specific job. Use scope='build' (default) or scope='job' with job\_id Name Type Required Description `build_number` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `job_id` string optional Job ID required when scope is job `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `scope` string optional Annotation scope: 'build' (default) or 'job'. When 'job', job\_id is required. `buildkitemcp_list_artifacts_for_build` [# ](#buildkitemcp_list_artifacts_for_build)List all artifacts for a build across all jobs, including file details, paths, sizes, MIME types, and download URLs 5 params ▾ List all artifacts for a build across all jobs, including file details, paths, sizes, MIME types, and download URLs Name Type Required Description `build_number` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `buildkitemcp_list_artifacts_for_job` [# ](#buildkitemcp_list_artifacts_for_job)List all artifacts for an individual job, including file details, paths, sizes, MIME types, and download URLs 6 params ▾ List all artifacts for an individual job, including file details, paths, sizes, MIME types, and download URLs Name Type Required Description `build_number` string required No description. `job_id` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `buildkitemcp_list_builds` [# ](#buildkitemcp_list_builds)List builds for a pipeline or across all pipelines in an organization. When pipeline\_slug is omitted, lists builds across all pipelines in the organization 9 params ▾ List builds for a pipeline or across all pipelines in an organization. When pipeline\_slug is omitted, lists builds across all pipelines in the organization Name Type Required Description `org_slug` string required No description. `branch` string optional Filter builds by git branch name `commit` string optional Filter builds by specific commit SHA `creator` string optional Filter builds by build creator `detail_level` string optional Response detail level: 'summary' (default)\\, 'detailed'\\, or 'full' `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `pipeline_slug` string optional Filter builds by pipeline. When omitted\\, lists builds across all pipelines in the organization `state` string optional Filter builds by state (scheduled\\, running\\, passed\\, failed\\, canceled\\, skipped) `buildkitemcp_list_cluster_queues` [# ](#buildkitemcp_list_cluster_queues)List all queues in a cluster with their keys, descriptions, dispatch status, and agent configuration 4 params ▾ List all queues in a cluster with their keys, descriptions, dispatch status, and agent configuration Name Type Required Description `cluster_id` string required No description. `org_slug` string required No description. `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `buildkitemcp_list_clusters` [# ](#buildkitemcp_list_clusters)List all clusters in an organization with their names, descriptions, default queues, and creation details 3 params ▾ List all clusters in an organization with their names, descriptions, default queues, and creation details Name Type Required Description `org_slug` string required No description. `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `buildkitemcp_list_pipeline_schedules` [# ](#buildkitemcp_list_pipeline_schedules)List the pipeline schedules for a pipeline, including cron expression, target branch, environment variables, enabled state, and next scheduled build time 4 params ▾ List the pipeline schedules for a pipeline, including cron expression, target branch, environment variables, enabled state, and next scheduled build time Name Type Required Description `org_slug` string required No description. `pipeline_slug` string required No description. `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `buildkitemcp_list_pipelines` [# ](#buildkitemcp_list_pipelines)List all pipelines in an organization with their basic details, build counts, and current status 6 params ▾ List all pipelines in an organization with their basic details, build counts, and current status Name Type Required Description `org_slug` string required No description. `detail_level` string optional Response detail level: 'summary' (default)\\, 'detailed'\\, or 'full' `name` string optional Filter pipelines by name `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `repository` string optional Filter pipelines by repository URL `buildkitemcp_list_test_runs` [# ](#buildkitemcp_list_test_runs)List all test runs for a test suite in Buildkite Test Engine 4 params ▾ List all test runs for a test suite in Buildkite Test Engine Name Type Required Description `org_slug` string required No description. `test_suite_slug` string required No description. `page` integer optional Page number for pagination (min 1) `per_page` integer optional Results per page for pagination (min 1\\, max 100) `buildkitemcp_pause_cluster_queue_dispatch` [# ](#buildkitemcp_pause_cluster_queue_dispatch)Pause dispatch on a cluster queue, preventing new jobs from being dispatched to agents 4 params ▾ Pause dispatch on a cluster queue, preventing new jobs from being dispatched to agents Name Type Required Description `cluster_id` string required No description. `org_slug` string required No description. `queue_id` string required No description. `note` string optional Reason for pausing dispatch `buildkitemcp_read_logs` [# ](#buildkitemcp_read_logs)Read log entries from the file, optionally starting from a specific row number. ALWAYS use 'limit' parameter to avoid excessive tokens. For recent failures, use 'tail\_logs' instead. Recommended limits: investigation (100-500), exploration (use seek + small limits). The json format: {ts: timestamp\_ms, c: content, rn: row\_number}. 8 params ▾ Read log entries from the file, optionally starting from a specific row number. ALWAYS use 'limit' parameter to avoid excessive tokens. For recent failures, use 'tail\_logs' instead. Recommended limits: investigation (100-500), exploration (use seek + small limits). The json format: {ts: timestamp\_ms, c: content, rn: row\_number}. Name Type Required Description `build_number` string required No description. `job_id` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `cache_ttl` string optional No description. `force_refresh` boolean optional No description. `limit` integer optional No description. `seek` integer optional No description. `buildkitemcp_rebuild_build` [# ](#buildkitemcp_rebuild_build)Rebuild/retry an entire build on a Buildkite pipeline 3 params ▾ Rebuild/retry an entire build on a Buildkite pipeline Name Type Required Description `build_number` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `buildkitemcp_resume_cluster_queue_dispatch` [# ](#buildkitemcp_resume_cluster_queue_dispatch)Resume dispatch on a paused cluster queue, allowing jobs to be dispatched to agents again 3 params ▾ Resume dispatch on a paused cluster queue, allowing jobs to be dispatched to agents again Name Type Required Description `cluster_id` string required No description. `org_slug` string required No description. `queue_id` string required No description. `buildkitemcp_retry_job` [# ](#buildkitemcp_retry_job)Retry a specific failed or timed out job in a Buildkite build 4 params ▾ Retry a specific failed or timed out job in a Buildkite build Name Type Required Description `build_number` string required No description. `job_id` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `buildkitemcp_search_logs` [# ](#buildkitemcp_search_logs)Search log entries using regex patterns with optional context lines. For recent failures, try 'tail\_logs' first, then use search\_logs with patterns like 'error|failed|exception' and limit: 10-20. The json format: {ts: timestamp\_ms, c: content, rn: row\_number}. 15 params ▾ Search log entries using regex patterns with optional context lines. For recent failures, try 'tail\_logs' first, then use search\_logs with patterns like 'error|failed|exception' and limit: 10-20. The json format: {ts: timestamp\_ms, c: content, rn: row\_number}. Name Type Required Description `build_number` string required No description. `job_id` string required No description. `org_slug` string required No description. `pattern` string required No description. `pipeline_slug` string required No description. `after_context` integer optional No description. `before_context` integer optional No description. `cache_ttl` string optional No description. `case_sensitive` boolean optional No description. `context` integer optional No description. `force_refresh` boolean optional No description. `invert_match` boolean optional No description. `limit` integer optional No description. `reverse` boolean optional No description. `seek_start` integer optional No description. `buildkitemcp_tail_logs` [# ](#buildkitemcp_tail_logs)Show the last N entries from the log file. RECOMMENDED for failure diagnosis - most build failures appear in the final log entries. More token-efficient than read\_logs for recent issues. The json format: {ts: timestamp\_ms, c: content, rn: row\_number}. 7 params ▾ Show the last N entries from the log file. RECOMMENDED for failure diagnosis - most build failures appear in the final log entries. More token-efficient than read\_logs for recent issues. The json format: {ts: timestamp\_ms, c: content, rn: row\_number}. Name Type Required Description `build_number` string required No description. `job_id` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `cache_ttl` string optional No description. `force_refresh` boolean optional No description. `tail` integer optional No description. `buildkitemcp_unblock_job` [# ](#buildkitemcp_unblock_job)Unblock a blocked job in a Buildkite build to allow it to continue execution 5 params ▾ Unblock a blocked job in a Buildkite build to allow it to continue execution Name Type Required Description `build_number` string required No description. `job_id` string required No description. `org_slug` string required No description. `pipeline_slug` string required No description. `fields` object optional JSON object containing string values for block step fields `buildkitemcp_update_cluster` [# ](#buildkitemcp_update_cluster)Update an existing cluster's name, description, emoji, color, or default queue 7 params ▾ Update an existing cluster's name, description, emoji, color, or default queue Name Type Required Description `cluster_id` string required No description. `org_slug` string required No description. `color` string optional New hex color code for the cluster `default_queue_id` string optional ID of the default queue for the cluster `description` string optional New description for the cluster `emoji` string optional New emoji for the cluster `name` string optional New name for the cluster `buildkitemcp_update_cluster_queue` [# ](#buildkitemcp_update_cluster_queue)Update an existing cluster queue's description or retry agent affinity 5 params ▾ Update an existing cluster queue's description or retry agent affinity Name Type Required Description `cluster_id` string required No description. `org_slug` string required No description. `queue_id` string required No description. `description` string optional New description for the queue `retry_agent_affinity` string optional Agent retry affinity: prefer-warmest or prefer-different `buildkitemcp_update_pipeline` [# ](#buildkitemcp_update_pipeline)Modify an existing Buildkite pipeline's configuration, repository, settings, or metadata 11 params ▾ Modify an existing Buildkite pipeline's configuration, repository, settings, or metadata Name Type Required Description `org_slug` string required No description. `pipeline_slug` string required No description. `cancel_running_branch_builds` string optional Cancel running builds when new builds are created on the same branch `cluster_id` string optional No description. `configuration` string optional The pipeline configuration in YAML format `default_branch` string optional The default branch for builds and metrics filtering `description` string optional No description. `name` string optional No description. `repository_url` string optional The Git repository URL `skip_queued_branch_builds` string optional Skip intermediate builds when new builds are created on the same branch `tags` string optional Tags to apply to the pipeline for filtering and organization `buildkitemcp_update_pipeline_schedule` [# ](#buildkitemcp_update_pipeline_schedule)Modify an existing pipeline schedule's cron expression, branch, environment variables, or enabled state 10 params ▾ Modify an existing pipeline schedule's cron expression, branch, environment variables, or enabled state Name Type Required Description `org_slug` string required No description. `pipeline_slug` string required No description. `schedule_id` string required No description. `branch` string optional No description. `commit` string optional No description. `cronline` string optional Schedule interval as a crontab expression or predefined value `enabled` string optional Whether the schedule is active. Re-enabling clears previous failure data. `env` object optional Environment variables to set on triggered builds. Providing this field REPLACES the existing env map entirely — include all keys you want to retain. `label` string optional No description. `message` string optional No description. `buildkitemcp_user_token_organization` [# ](#buildkitemcp_user_token_organization)Get the organization associated with the user token used for this request 0 params ▾ Get the organization associated with the user token used for this request --- # DOCUMENT BOUNDARY --- # Calendly connector > Connect to Calendly. Access user profile, events, and scheduling workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Calendly credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the Calendly connector so Scalekit handles the OAuth flow and token lifecycle for your users. Follow every step below from start to finish — by the end you will have a working connection. 1. ### Create a Calendly OAuth application You need a Calendly OAuth app to get the Client ID and Client Secret that Scalekit will use to authorize your users. **Go to the Calendly Developer Portal:** * Open [developer.calendly.com](https://developer.calendly.com/) in your browser. * Click **Log In** at the top right and sign in with your Calendly account (the same account you use to log in to calendly.com). * After signing in, you land on the developer portal home page. **Create a new app:** * In the top navigation bar, click **My Apps**. * Click the **Create New App** button (top right of the page). * Fill in the form: | Field | What to enter | | ------------------- | ----------------------------------------------------------------------- | | **App Name** | A recognizable name for your integration, e.g. `My AI Scheduling Agent` | | **App Description** | Brief description, e.g. `AI agent for managing scheduling` | | **Homepage URL** | Your app’s public URL. For testing you can use `https://localhost` | | **Grant Type** | Select **Authorization Code** — this is required for OAuth 2.0 | * Leave **Redirect URIs** blank for now. You will add it in the next step. * Click **Create App**. After the app is created, Calendly takes you to the app’s **OAuth Settings** page. Keep this tab open. ![Create a new OAuth app in Calendly Developer Portal](/.netlify/images?url=_astro%2Fcreate-oauth-app.BBm7M6YZ.png\&w=1200\&h=730\&dpl=6a3b904fcb23b100084833a2) Tip Any Calendly account can create OAuth apps. API access and available scopes depend on your Calendly plan — Enterprise features such as activity logs require an Enterprise plan. 2. ### Copy the redirect URI from Scalekit Scalekit gives you a callback URL that Calendly will redirect users back to after they authorize your app. You need to register this URL in your Calendly OAuth app. **In the Scalekit dashboard:** * Go to [app.scalekit.com](https://app.scalekit.com) and sign in. * In the left sidebar, click **AgentKit**. * Click **Create Connection**. * Search for **Calendly** and click **Create**. * A connection details panel opens. Find the **Redirect URI** field — it looks like: ```plaintext 1 https://.scalekit.cloud/sso/v1/oauth/conn_/callback ``` * Click the copy icon next to the Redirect URI to copy it to your clipboard. ![Copy the redirect URI from Scalekit dashboard](/.netlify/images?url=_astro%2Fuse-own-credentials-redirect-uri.Da0oWc8o.png\&w=960\&h=590\&dpl=6a3b904fcb23b100084833a2) 3. ### Register the redirect URI in Calendly Switch back to the Calendly Developer Portal tab you left open. * Make sure you are on the **OAuth Settings** page of your app. * Scroll down to the **Redirect URIs** section. * Click in the text box and paste the redirect URI you copied from Scalekit. * Click **Add URI** — the URI appears in the list above the input box. * Click **Save Changes** at the bottom of the page. ![Add the Scalekit redirect URI in Calendly OAuth Settings](/.netlify/images?url=_astro%2Fadd-redirect-uri.Rp_y6BGz.png\&w=1200\&h=650\&dpl=6a3b904fcb23b100084833a2) Caution The redirect URI must match character-for-character — including the `https://` prefix, the full domain, and the exact path. Any mismatch will cause the OAuth flow to fail with a `redirect_uri_mismatch` error. 4. ### Enable OAuth scopes Scopes control which Calendly API resources your app can access on behalf of the user. You must enable the same scopes in your Calendly app that you will request in Scalekit. * On the **OAuth Settings** page, scroll to the **Scopes** section. * Check the box next to each scope you need: | Scope | Access granted | Plan required | | ------------------- | --------------------------------------------------------- | --------------- | | `default` | User profile, event types, scheduled events, availability | All plans | | `activity_log:read` | Audit log entries (read-only) | Enterprise only | * For most integrations, checking **`default`** is sufficient. * Click **Save Changes**. Tip Only enable scopes your integration actually uses. Users see a list of requested permissions on the authorization screen — fewer scopes increases trust and approval rates. 5. ### Copy your Client ID and Client Secret Still on the **OAuth Settings** page in Calendly: * Scroll to the **OAuth Credentials** section at the top. * **Client ID** — this is shown in plain text. Click **Copy ID** to copy it. * **Client Secret** — click **Reveal** to show the secret, then copy it. Paste both values somewhere safe (a password manager or secrets vault). You will enter them into Scalekit in the next step. Caution Never commit your Client Secret to source control. If it is ever exposed, click **Regenerate Secret** in the Calendly portal immediately — this invalidates the old secret and all existing connections will stop working until you update them in Scalekit. 6. ### Add credentials in Scalekit Switch back to the Scalekit dashboard tab. * Go to **AgentKit** > **Connections** and click the Calendly connection you created in Step 2. * Fill in the credentials form: | Field | Value | | ----------------- | ------------------------------------------------------ | | **Client ID** | Paste the Client ID from Step 5 | | **Client Secret** | Paste the Client Secret from Step 5 | | **Permissions** | Enter the scopes you enabled in Step 4, e.g. `default` | * Click **Save**. ![Add credentials in Scalekit dashboard](/.netlify/images?url=_astro%2Fadd-credentials.BAND5qrU.png\&w=960\&h=360\&dpl=6a3b904fcb23b100084833a2) Your Calendly connection is now configured. Scalekit will use these credentials to run the OAuth flow whenever a user connects their Calendly account. Tip The scopes entered here must match exactly what you enabled in Calendly. A mismatch causes an `invalid_scope` error when users try to authorize. If you add more scopes later, update both your Calendly app and this Scalekit connection. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'calendly' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Calendly:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'calendly_current_user_get', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "calendly" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Calendly:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="calendly_current_user_get", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Delete webhook subscription, data compliance events, data compliance invitees** — Deletes a Calendly webhook subscription, stopping future event notifications * **List event type availability schedules, group relationships, groups** — Returns a list of availability schedules for the specified Calendly event type * **Create invitee no show, organization invitation, share** — Marks a specific invitee as a no-show for a scheduled Calendly event * **Get sample webhook data, organization membership, organization invitation** — Returns a sample webhook payload for the specified event type, useful for testing webhook integrations * **Update event type availability schedules, event type** — Updates the availability schedules (rules) for the specified Calendly event type * **Revoke organization invitation** — Revokes a pending invitation to a Calendly organization ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'calendly', 3 identifier: 'user_123', 4 path: '/users/me', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='calendly', 3 identifier='user_123', 4 path="/users/me", 5 method="GET" 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'calendly', 3 identifier: 'user_123', 4 toolName: 'calendly_activity_log_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 tool_input={}, 3 tool_name='calendly_activity_log_list', 4 connection_name='calendly', 5 identifier='user_123', 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `calendly_activity_log_list` [# ](#calendly_activity_log_list)Returns a list of activity log entries for a Calendly organization. Requires Enterprise plan. 8 params ▾ Returns a list of activity log entries for a Calendly organization. Requires Enterprise plan. Name Type Required Description `organization` string required Organization URI, e.g. https\://api.calendly.com/organizations/{uuid}. `action` string optional Filter by action type (e.g. user.created, event\_type.updated). `actor` string optional Filter by actor user URI. `count` integer optional Number of results per page (max 100). `max_occurred_at` string optional Filter entries occurring before this time (ISO 8601). `min_occurred_at` string optional Filter entries occurring at or after this time (ISO 8601). `page_token` string optional Token for fetching the next page of results. `sort` string optional Sort field and direction, e.g. occurred\_at:asc or occurred\_at:desc. `calendly_current_user_get` [# ](#calendly_current_user_get)Returns the profile of the currently authenticated Calendly user. 0 params ▾ Returns the profile of the currently authenticated Calendly user. `calendly_data_compliance_events_delete` [# ](#calendly_data_compliance_events_delete)Deletes all Calendly event data within the specified time range for compliance purposes. This is a destructive operation. 2 params ▾ Deletes all Calendly event data within the specified time range for compliance purposes. This is a destructive operation. Name Type Required Description `end_time` string required End of the time range for event data deletion in ISO 8601 format. `start_time` string required Start of the time range for event data deletion in ISO 8601 format. `calendly_data_compliance_invitees_delete` [# ](#calendly_data_compliance_invitees_delete)Deletes all Calendly invitee data for the specified email addresses for compliance purposes. This is a destructive operation. 1 param ▾ Deletes all Calendly invitee data for the specified email addresses for compliance purposes. This is a destructive operation. Name Type Required Description `emails` array required Array of invitee email addresses whose data should be deleted. `calendly_event_invitee_get` [# ](#calendly_event_invitee_get)Returns the details of a specific invitee for a scheduled Calendly event. 2 params ▾ Returns the details of a specific invitee for a scheduled Calendly event. Name Type Required Description `event_uuid` string required The UUID of the scheduled event. `invitee_uuid` string required The UUID of the invitee. `calendly_event_invitees_list` [# ](#calendly_event_invitees_list)Returns a list of invitees for a specific scheduled Calendly event. 5 params ▾ Returns a list of invitees for a specific scheduled Calendly event. Name Type Required Description `uuid` string required The UUID of the scheduled event. `count` integer optional Number of results per page (max 100). `email` string optional Filter invitees by email address. `page_token` string optional Token for fetching the next page of results. `status` string optional Filter invitees by status: active or canceled. `calendly_event_type_availability_schedules_list` [# ](#calendly_event_type_availability_schedules_list)Returns a list of availability schedules for the specified Calendly event type. 2 params ▾ Returns a list of availability schedules for the specified Calendly event type. Name Type Required Description `event_type` string required The URI of the event type, e.g. https\://api.calendly.com/event\_types/xxx. `user` string optional The URI of the user to filter schedules by, e.g. https\://api.calendly.com/users/xxx. `calendly_event_type_availability_schedules_update` [# ](#calendly_event_type_availability_schedules_update)Updates the availability schedules (rules) for the specified Calendly event type. 3 params ▾ Updates the availability schedules (rules) for the specified Calendly event type. Name Type Required Description `event_type` string required The URI of the event type whose availability schedules to update, e.g. https\://api.calendly.com/event\_types/xxx. `rules` array required Array of availability rule objects. Each rule has type, intervals, and wday fields. `timezone` string optional Timezone for the availability rules (e.g. America/New\_York). `calendly_event_type_available_times_list` [# ](#calendly_event_type_available_times_list)Returns available scheduling times for a specific event type within a given date range. 3 params ▾ Returns available scheduling times for a specific event type within a given date range. Name Type Required Description `end_time` string required End of the availability window in ISO 8601 format. `event_type` string required Full URI of the event type, e.g. https\://api.calendly.com/event\_types/{uuid}. `start_time` string required Start of the availability window in ISO 8601 format. `calendly_event_type_create` [# ](#calendly_event_type_create)Creates a new event type in a Calendly organization for a specified host. 6 params ▾ Creates a new event type in a Calendly organization for a specified host. Name Type Required Description `duration` integer required Duration of the event in minutes. `host` string required The URI of the user who will host this event type, e.g. https\://api.calendly.com/users/xxx. `name` string required Name of the event type. `organization` string required The URI of the organization this event type belongs to, e.g. https\://api.calendly.com/organizations/xxx. `color` string optional Hex color code for the event type, e.g. '#FF5733'. `description` string optional Optional description of the event type. `calendly_event_type_get` [# ](#calendly_event_type_get)Returns the details of a specific Calendly event type by its UUID. 1 param ▾ Returns the details of a specific Calendly event type by its UUID. Name Type Required Description `uuid` string required The UUID of the event type. `calendly_event_type_memberships_list` [# ](#calendly_event_type_memberships_list)Returns a list of memberships (hosts) associated with the specified Calendly event type. 3 params ▾ Returns a list of memberships (hosts) associated with the specified Calendly event type. Name Type Required Description `event_type` string required The URI of the event type, e.g. https\://api.calendly.com/event\_types/xxx. `count` integer optional Number of results to return per page. `page_token` string optional Token for paginating to the next set of results. `calendly_event_type_update` [# ](#calendly_event_type_update)Updates an existing Calendly event type. Only the fields provided will be updated. 5 params ▾ Updates an existing Calendly event type. Only the fields provided will be updated. Name Type Required Description `uuid` string required The UUID of the event type to update. `color` string optional Hex color code for the event type, e.g. '#FF5733'. `description` string optional Updated description for the event type. `duration` integer optional Updated duration of the event in minutes. `name` string optional Updated name of the event type. `calendly_event_types_list` [# ](#calendly_event_types_list)Returns a list of event types for a user or organization. Provide either user or organization URI. 5 params ▾ Returns a list of event types for a user or organization. Provide either user or organization URI. Name Type Required Description `active` boolean optional If true, only return active event types. `count` integer optional Number of results to return per page (max 100). `organization` string optional Filter by organization URI, e.g. https\://api.calendly.com/organizations/{uuid}. `page_token` string optional Token for fetching the next page of results. `user` string optional Filter by user URI, e.g. https\://api.calendly.com/users/{uuid}. `calendly_group_get` [# ](#calendly_group_get)Returns a single Calendly group record by UUID. 1 param ▾ Returns a single Calendly group record by UUID. Name Type Required Description `uuid` string required The UUID of the group to retrieve. `calendly_group_relationship_get` [# ](#calendly_group_relationship_get)Returns a single Calendly group relationship record by UUID. 1 param ▾ Returns a single Calendly group relationship record by UUID. Name Type Required Description `uuid` string required The UUID of the group relationship to retrieve. `calendly_group_relationships_list` [# ](#calendly_group_relationships_list)Returns a list of group relationships in the specified Calendly organization. 3 params ▾ Returns a list of group relationships in the specified Calendly organization. Name Type Required Description `organization` string required The URI of the organization whose group relationships to list, e.g. https\://api.calendly.com/organizations/xxx. `count` integer optional Number of results to return per page. `page_token` string optional Token for paginating to the next set of results. `calendly_groups_list` [# ](#calendly_groups_list)Returns a list of groups in the specified Calendly organization. 4 params ▾ Returns a list of groups in the specified Calendly organization. Name Type Required Description `organization` string required The URI of the organization whose groups to list, e.g. https\://api.calendly.com/organizations/xxx. `count` integer optional Number of results to return per page. Default is 20. `page_token` string optional Token for paginating to the next set of results. `sort` string optional Sort order for the results, e.g. 'created\_at:asc' or 'created\_at:desc'. `calendly_invitee_create` [# ](#calendly_invitee_create)Creates a new invitee for a scheduled Calendly event. 4 params ▾ Creates a new invitee for a scheduled Calendly event. Name Type Required Description `email` string required Email address of the invitee. `event` string required The URI of the scheduled event to add this invitee to, e.g. https\://api.calendly.com/scheduled\_events/xxx. `name` string required Full name of the invitee. `timezone` string optional IANA timezone string for the invitee, e.g. 'America/New\_York'. `calendly_invitee_no_show_create` [# ](#calendly_invitee_no_show_create)Marks a specific invitee as a no-show for a scheduled Calendly event. 1 param ▾ Marks a specific invitee as a no-show for a scheduled Calendly event. Name Type Required Description `invitee` string required The full URI of the invitee, e.g. https\://api.calendly.com/scheduled\_events/{event\_uuid}/invitees/{invitee\_uuid}. `calendly_invitee_no_show_delete` [# ](#calendly_invitee_no_show_delete)Removes the no-show mark from an invitee on a scheduled Calendly event. 1 param ▾ Removes the no-show mark from an invitee on a scheduled Calendly event. Name Type Required Description `uuid` string required The UUID of the invitee no-show record. `calendly_invitee_no_show_get` [# ](#calendly_invitee_no_show_get)Returns a specific invitee no-show record by UUID. 1 param ▾ Returns a specific invitee no-show record by UUID. Name Type Required Description `uuid` string required The UUID of the invitee no-show record. `calendly_locations_list` [# ](#calendly_locations_list)Returns a list of meeting locations available in the specified Calendly organization or for a specific user. 4 params ▾ Returns a list of meeting locations available in the specified Calendly organization or for a specific user. Name Type Required Description `user` string required The URI of the user to filter locations by, e.g. https\://api.calendly.com/users/xxx. `count` integer optional Number of results to return per page. `organization` string optional The URI of the organization to filter locations by, e.g. https\://api.calendly.com/organizations/xxx. `page_token` string optional Token for paginating to the next set of results. `calendly_one_off_event_type_create` [# ](#calendly_one_off_event_type_create)Creates a one-off event type in Calendly with a specific date, host, and optional co-hosts. 7 params ▾ Creates a one-off event type in Calendly with a specific date, host, and optional co-hosts. Name Type Required Description `date_setting` object required Object defining the date setting for the one-off event. Must include 'type' (e.g. 'date\_range') and 'start\_date'/'end\_date' or 'date'. `duration` integer required Duration of the event in minutes. `host` string required The URI of the user who will host this event type, e.g. https\://api.calendly.com/users/xxx. `name` string required Name of the one-off event type. `co_hosts` array optional Array of user URIs for co-hosts, e.g. \['https\://api.calendly.com/users/xxx']. `description` string optional Optional description for the one-off event type. `location` object optional Optional location object, e.g. {"kind": "physical", "location": "123 Main St"}. `calendly_organization_get` [# ](#calendly_organization_get)Returns the details of a specific Calendly organization by its UUID. 1 param ▾ Returns the details of a specific Calendly organization by its UUID. Name Type Required Description `uuid` string required The UUID of the organization. `calendly_organization_invitation_create` [# ](#calendly_organization_invitation_create)Sends an invitation for a user to join a Calendly organization. 2 params ▾ Sends an invitation for a user to join a Calendly organization. Name Type Required Description `email` string required Email address of the user to invite. `uuid` string required The UUID of the organization. `calendly_organization_invitation_get` [# ](#calendly_organization_invitation_get)Returns the details of a specific invitation sent to join a Calendly organization. 2 params ▾ Returns the details of a specific invitation sent to join a Calendly organization. Name Type Required Description `org_uuid` string required The UUID of the organization that sent the invitation. `uuid` string required The UUID of the invitation to retrieve. `calendly_organization_invitation_revoke` [# ](#calendly_organization_invitation_revoke)Revokes a pending invitation to a Calendly organization. 2 params ▾ Revokes a pending invitation to a Calendly organization. Name Type Required Description `invitation_uuid` string required The UUID of the invitation to revoke. `org_uuid` string required The UUID of the organization. `calendly_organization_invitations_list` [# ](#calendly_organization_invitations_list)Returns a list of pending invitations for a Calendly organization. 5 params ▾ Returns a list of pending invitations for a Calendly organization. Name Type Required Description `uuid` string required The UUID of the organization. `count` integer optional Number of results per page (max 100). `email` string optional Filter by invitee email address. `page_token` string optional Token for fetching the next page of results. `status` string optional Filter by invitation status: pending, accepted, or declined. `calendly_organization_membership_delete` [# ](#calendly_organization_membership_delete)Removes a user from a Calendly organization by deleting their membership. 1 param ▾ Removes a user from a Calendly organization by deleting their membership. Name Type Required Description `uuid` string required The UUID of the organization membership to remove. `calendly_organization_membership_get` [# ](#calendly_organization_membership_get)Returns details of a specific organization membership by UUID. 1 param ▾ Returns details of a specific organization membership by UUID. Name Type Required Description `uuid` string required The UUID of the organization membership. `calendly_organization_memberships_list` [# ](#calendly_organization_memberships_list)Returns a list of organization memberships. Filter by organization URI or user URI. 5 params ▾ Returns a list of organization memberships. Filter by organization URI or user URI. Name Type Required Description `count` integer optional Number of results per page (max 100). `email` string optional Filter by member email address. `organization` string optional Filter by organization URI, e.g. https\://api.calendly.com/organizations/{uuid}. `page_token` string optional Token for fetching the next page of results. `user` string optional Filter by user URI, e.g. https\://api.calendly.com/users/{uuid}. `calendly_outgoing_communications_list` [# ](#calendly_outgoing_communications_list)Returns a list of outgoing communications (emails and notifications) for the specified Calendly organization. 4 params ▾ Returns a list of outgoing communications (emails and notifications) for the specified Calendly organization. Name Type Required Description `organization` string required The URI of the organization whose outgoing communications to list, e.g. https\://api.calendly.com/organizations/xxx. `count` integer optional Number of results to return per page. `page_token` string optional Token for paginating to the next set of results. `sort` string optional Sort order for the results, e.g. 'created\_at:asc' or 'created\_at:desc'. `calendly_routing_form_get` [# ](#calendly_routing_form_get)Returns the details of a specific Calendly routing form by its UUID. 1 param ▾ Returns the details of a specific Calendly routing form by its UUID. Name Type Required Description `uuid` string required The UUID of the routing form. `calendly_routing_form_submission_get` [# ](#calendly_routing_form_submission_get)Returns the details of a specific routing form submission by its UUID. 1 param ▾ Returns the details of a specific routing form submission by its UUID. Name Type Required Description `uuid` string required The UUID of the routing form submission. `calendly_routing_form_submission_get_by_uuid` [# ](#calendly_routing_form_submission_get_by_uuid)Returns a single routing form submission by UUID. 1 param ▾ Returns a single routing form submission by UUID. Name Type Required Description `uuid` string required The UUID of the routing form submission to retrieve. `calendly_routing_form_submissions_list` [# ](#calendly_routing_form_submissions_list)Returns a list of all routing form submissions across the specified Calendly organization. 3 params ▾ Returns a list of all routing form submissions across the specified Calendly organization. Name Type Required Description `form` string required The URI of the routing form to list submissions for. `count` integer optional Number of results. `page_token` string optional Token for next page. `calendly_routing_forms_list` [# ](#calendly_routing_forms_list)Returns a list of routing forms for a Calendly organization. 3 params ▾ Returns a list of routing forms for a Calendly organization. Name Type Required Description `organization` string required Organization URI, e.g. https\://api.calendly.com/organizations/{uuid}. `count` integer optional Number of results per page (max 100). `page_token` string optional Token for fetching the next page of results. `calendly_sample_webhook_data_get` [# ](#calendly_sample_webhook_data_get)Returns a sample webhook payload for the specified event type, useful for testing webhook integrations. 4 params ▾ Returns a sample webhook payload for the specified event type, useful for testing webhook integrations. Name Type Required Description `event` string required The webhook event type to get sample data for, e.g. 'invitee.created'. `organization` string required The URI of the organization, e.g. https\://api.calendly.com/organizations/xxx. `scope` string required The scope of the webhook, either 'organization' or 'user'. `user` string optional The URI of the user, required when scope is 'user', e.g. https\://api.calendly.com/users/xxx. `calendly_scheduled_event_cancel` [# ](#calendly_scheduled_event_cancel)Cancels a scheduled Calendly event. Optionally includes a reason for cancellation. 2 params ▾ Cancels a scheduled Calendly event. Optionally includes a reason for cancellation. Name Type Required Description `uuid` string required The UUID of the scheduled event to cancel. `reason` string optional Optional reason for the cancellation. `calendly_scheduled_event_get` [# ](#calendly_scheduled_event_get)Returns the details of a specific scheduled event by its UUID. 1 param ▾ Returns the details of a specific scheduled event by its UUID. Name Type Required Description `uuid` string required The UUID of the scheduled event. `calendly_scheduled_events_list` [# ](#calendly_scheduled_events_list)Returns a list of scheduled events for a user or organization, with optional time range and status filters. 8 params ▾ Returns a list of scheduled events for a user or organization, with optional time range and status filters. Name Type Required Description `count` integer optional Number of results per page (max 100). `max_start_time` string optional Filter events starting before this time (ISO 8601). `min_start_time` string optional Filter events starting at or after this time (ISO 8601). `organization` string optional Filter by organization URI, e.g. https\://api.calendly.com/organizations/{uuid}. `page_token` string optional Token for fetching the next page of results. `sort` string optional Sort field and direction, e.g. start\_time:asc or start\_time:desc. `status` string optional Filter by event status: active or canceled. `user` string optional Filter by user URI, e.g. https\://api.calendly.com/users/{uuid}. `calendly_scheduling_link_create` [# ](#calendly_scheduling_link_create)Creates a single-use or limited-use scheduling link for a specified Calendly event type. 3 params ▾ Creates a single-use or limited-use scheduling link for a specified Calendly event type. Name Type Required Description `max_event_count` integer required Maximum number of events that can be booked using this scheduling link. `owner` string required The URI of the event type that owns this scheduling link, e.g. https\://api.calendly.com/event\_types/xxx. `owner_type` string required The type of owner for the scheduling link. Use 'EventType'. `calendly_share_create` [# ](#calendly_share_create)Creates a shareable scheduling page for a Calendly event type with optional customizations like duration, date range, and availability rules. 8 params ▾ Creates a shareable scheduling page for a Calendly event type with optional customizations like duration, date range, and availability rules. Name Type Required Description `event_type` string required The URI of the event type to create a share for, e.g. https\://api.calendly.com/event\_types/xxx. `availability_rule` object optional Optional availability rule object to override default scheduling availability. `duration` integer optional Override event duration in minutes for this share. `end_date` string optional The end date (YYYY-MM-DD) after which the share will no longer accept bookings. `hide_location` boolean optional Whether to hide the event location from the scheduling page. `max_booking_time` integer optional Maximum number of days in the future that can be booked via this share. `name` string optional Custom name for this share. `start_date` string optional The start date (YYYY-MM-DD) from which the share will accept bookings. `calendly_user_availability_schedule_get` [# ](#calendly_user_availability_schedule_get)Returns a single availability schedule for a Calendly user by UUID. 1 param ▾ Returns a single availability schedule for a Calendly user by UUID. Name Type Required Description `uuid` string required The UUID of the availability schedule to retrieve. `calendly_user_availability_schedules_list` [# ](#calendly_user_availability_schedules_list)Returns a list of availability schedules for the specified Calendly user. 1 param ▾ Returns a list of availability schedules for the specified Calendly user. Name Type Required Description `user` string required The URI of the user whose availability schedules to list, e.g. https\://api.calendly.com/users/xxx. `calendly_user_busy_times_list` [# ](#calendly_user_busy_times_list)Returns a list of busy time blocks for a Calendly user within the specified time range. 3 params ▾ Returns a list of busy time blocks for a Calendly user within the specified time range. Name Type Required Description `end_time` string required End of the time range in ISO 8601 format. `start_time` string required Start of the time range in ISO 8601 format. `user` string required The URI of the user whose busy times to list, e.g. https\://api.calendly.com/users/xxx. `calendly_user_get` [# ](#calendly_user_get)Returns the profile of a specific Calendly user by their UUID. 1 param ▾ Returns the profile of a specific Calendly user by their UUID. Name Type Required Description `uuid` string required The UUID of the user. `calendly_webhook_subscription_create` [# ](#calendly_webhook_subscription_create)Creates a new webhook subscription to receive Calendly event notifications at a callback URL. 6 params ▾ Creates a new webhook subscription to receive Calendly event notifications at a callback URL. Name Type Required Description `events` string required JSON array of event names to subscribe to, e.g. \["invitee.created","invitee.canceled"]. `organization` string required Organization URI to scope the subscription. `scope` string required Scope of the webhook: user or organization. `url` string required The HTTPS callback URL that will receive webhook payloads. `signing_key` string optional Optional signing key used to sign webhook payloads for verification. `user` string optional User URI if scope is user-level. `calendly_webhook_subscription_delete` [# ](#calendly_webhook_subscription_delete)Deletes a Calendly webhook subscription, stopping future event notifications. 1 param ▾ Deletes a Calendly webhook subscription, stopping future event notifications. Name Type Required Description `uuid` string required The UUID of the webhook subscription to delete. `calendly_webhook_subscription_get` [# ](#calendly_webhook_subscription_get)Returns the details of a specific Calendly webhook subscription. 1 param ▾ Returns the details of a specific Calendly webhook subscription. Name Type Required Description `uuid` string required The UUID of the webhook subscription. `calendly_webhook_subscriptions_list` [# ](#calendly_webhook_subscriptions_list)Returns a list of webhook subscriptions for a user or organization. 5 params ▾ Returns a list of webhook subscriptions for a user or organization. Name Type Required Description `count` integer optional Number of results per page (max 100). `organization` string optional Filter by organization URI, e.g. https\://api.calendly.com/organizations/{uuid}. `page_token` string optional Token for fetching the next page of results. `scope` string optional Filter by webhook scope: user or organization. `user` string optional Filter by user URI, e.g. https\://api.calendly.com/users/{uuid}. --- # DOCUMENT BOUNDARY --- # Calendly MCP connector > Connect to the Calendly MCP server to manage scheduled events, invitees, event types, and availability directly from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Calendly credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Calendly uses OAuth 2.1 with Dynamic Client Registration (DCR) and PKCE. Calendly hosts its authorization server on a different domain (`calendly.com`) than its MCP server (`mcp.calendly.com`), so you register an OAuth client with Calendly yourself and save the resulting client ID in Scalekit. Complete this setup once per environment. Register the OAuth client before you connect Scalekit does not auto-register the OAuth client for Calendly, because Calendly’s authorization server runs on a separate domain from its MCP server. Until you register a client and save its client ID in Scalekit, the connection has no client ID and the authorization flow cannot start. 1. ### Copy the redirect URI from Scalekit In the [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create connection**. Find **Calendly** and click **Create**. Copy the redirect URI — it looks like `https:///sso/v1/oauth//callback`. You pass this value as the `redirect_uris` entry in the next step, and it must match exactly. 2. ### Register an OAuth client with Calendly Send a registration request to Calendly’s DCR endpoint. Replace `` with the redirect URI you copied. ```bash 1 curl -X POST https://calendly.com/oauth/register \ 2 -H "Content-Type: application/json" \ 3 -d '{ 4 "client_name": "Scalekit Calendly MCP Connector", 5 "redirect_uris": [""], 6 "grant_types": ["authorization_code", "refresh_token"], 7 "response_types": ["code"], 8 "token_endpoint_auth_method": "none", 9 "scope": "mcp:scheduling:read mcp:scheduling:write" 10 }' ``` Calendly responds with the registered client. Calendly issues a public PKCE client, so the response contains a `client_id` and no client secret. ```json 1 { 2 "client_id": "90pDPl704dEMw2mTwRDvLsYOVBCXcWWiGb-44ehwdLU", 3 "token_endpoint_auth_method": "none", 4 "grant_types": ["authorization_code", "refresh_token"], 5 "response_types": ["code"], 6 "scopes": ["mcp:scheduling:read", "mcp:scheduling:write"] 7 } ``` The client ID above is an example Use the `client_id` returned by your own request. Each registration returns a unique value. 3. ### Save the client ID in Scalekit Copy the `client_id` from the response. In the Scalekit dashboard, open **AgentKit** > **Connections** > **Calendly**, paste the value into the **Client ID** field of the connection’s OAuth configuration, and click **Save**. Leave the client secret empty, because Calendly issues a public PKCE client. 4. ### Authorize the connection Generate an authorization link for a user and complete the consent flow. Calendly prompts the user to grant the `mcp:scheduling:read` and `mcp:scheduling:write` scopes. After consent, the connected account becomes active and Scalekit manages token refresh for every user who authorizes the connection. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'calendlymcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Calendly MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'calendlymcp_event_types_list_event_types', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "calendlymcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Calendly MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="calendlymcp_event_types_list_event_types", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Get availability, event types, meetings** — Use: Fetch details for one named availability schedule * **List availability, event types** — Use: List all named availability schedules for the connected user * **Create event types, meetings** — Use: Create a new event type on the connected account * **Update event types** — Use: Update fields on an existing event type * **Event meetings cancel** — Use: Cancel a scheduled meeting on behalf of the connected host When: User confirms they want to cancel a specific meeting * **Delete meetings** — Use: Remove a no-show mark from an invitee ## Common workflows [Section titled “Common workflows”](#common-workflows) ### Resolve the connected user first Most Calendly tools need the connected host’s user URI. Call `calendlymcp_users_get_current_user` once at the start of a workflow, then reuse the returned `resource.uri` (and `timezone`) in later calls. Call this tool first Run `calendlymcp_users_get_current_user` before listing meetings, event types, or availability. Keep `resource.uri` for any tool that takes a `user` parameter, and `timezone` for displaying times. * Node.js ```typescript 1 const me = await actions.executeTool({ 2 connectionName: 'calendlymcp', 3 identifier: 'user_123', 4 toolName: 'calendlymcp_users_get_current_user', 5 toolInput: {}, 6 }); 7 const userUri = me.resource.uri; 8 console.log(userUri, me.resource.timezone); ``` * Python ```python 1 me = actions.execute_tool( 2 connection_name="calendlymcp", 3 identifier="user_123", 4 tool_name="calendlymcp_users_get_current_user", 5 tool_input={}, 6 ) 7 user_uri = me["resource"]["uri"] 8 print(user_uri, me["resource"]["timezone"]) ``` ### List upcoming meetings and their invitees Use `calendlymcp_meetings_list_events` to fetch scheduled meetings, then `calendlymcp_meetings_list_event_invitees` to see who is attending a specific meeting. Pass the `user` URI from the previous step and filter by `status` to limit results to active meetings. * Node.js ```typescript 1 // Step 1 — list active meetings for the connected user 2 const events = await actions.executeTool({ 3 connectionName: 'calendlymcp', 4 identifier: 'user_123', 5 toolName: 'calendlymcp_meetings_list_events', 6 toolInput: { 7 user: userUri, 8 status: 'active', 9 count: '20', 10 }, 11 }); 12 const meetingUri = events.collection[0].uri; 13 14 // Step 2 — list the invitees for that meeting 15 const invitees = await actions.executeTool({ 16 connectionName: 'calendlymcp', 17 identifier: 'user_123', 18 toolName: 'calendlymcp_meetings_list_event_invitees', 19 toolInput: { uri: meetingUri }, 20 }); 21 console.log(invitees); ``` * Python ```python 1 # Step 1 — list active meetings for the connected user 2 events = actions.execute_tool( 3 connection_name="calendlymcp", 4 identifier="user_123", 5 tool_name="calendlymcp_meetings_list_events", 6 tool_input={ 7 "user": user_uri, 8 "status": "active", 9 "count": "20", 10 }, 11 ) 12 meeting_uri = events["collection"][0]["uri"] 13 14 # Step 2 — list the invitees for that meeting 15 invitees = actions.execute_tool( 16 connection_name="calendlymcp", 17 identifier="user_123", 18 tool_name="calendlymcp_meetings_list_event_invitees", 19 tool_input={"uri": meeting_uri}, 20 ) 21 print(invitees) ``` ### Book a slot on an event type Find a bookable slot with `calendlymcp_event_types_list_event_type_available_times`, then book it with `calendlymcp_meetings_create_invitee`. Pass the UTC `start_time` from the availability response verbatim — do not rewrite it to a local label. Confirm the slot before booking Always read available times first and pass the returned UTC `start_time` straight into the booking call. Booking without confirming availability can fail or double-book. * Node.js ```typescript 1 // Step 1 — find available times for the event type 2 const slots = await actions.executeTool({ 3 connectionName: 'calendlymcp', 4 identifier: 'user_123', 5 toolName: 'calendlymcp_event_types_list_event_type_available_times', 6 toolInput: { 7 event_type: 'https://api.calendly.com/event_types/EVENT_TYPE_UUID', 8 start_time: '2026-07-01T00:00:00Z', 9 end_time: '2026-07-07T00:00:00Z', 10 }, 11 }); 12 const startTime = slots.collection[0].start_time; 13 14 // Step 2 — book the slot for an invitee 15 const booking = await actions.executeTool({ 16 connectionName: 'calendlymcp', 17 identifier: 'user_123', 18 toolName: 'calendlymcp_meetings_create_invitee', 19 toolInput: { 20 post_invitee_request: { 21 event_type: 'https://api.calendly.com/event_types/EVENT_TYPE_UUID', 22 start_time: startTime, 23 name: 'Jordan Lee', 24 email: 'jordan@example.com', 25 }, 26 }, 27 }); 28 console.log(booking); ``` * Python ```python 1 # Step 1 — find available times for the event type 2 slots = actions.execute_tool( 3 connection_name="calendlymcp", 4 identifier="user_123", 5 tool_name="calendlymcp_event_types_list_event_type_available_times", 6 tool_input={ 7 "event_type": "https://api.calendly.com/event_types/EVENT_TYPE_UUID", 8 "start_time": "2026-07-01T00:00:00Z", 9 "end_time": "2026-07-07T00:00:00Z", 10 }, 11 ) 12 start_time = slots["collection"][0]["start_time"] 13 14 # Step 2 — book the slot for an invitee 15 booking = actions.execute_tool( 16 connection_name="calendlymcp", 17 identifier="user_123", 18 tool_name="calendlymcp_meetings_create_invitee", 19 tool_input={ 20 "post_invitee_request": { 21 "event_type": "https://api.calendly.com/event_types/EVENT_TYPE_UUID", 22 "start_time": start_time, 23 "name": "Jordan Lee", 24 "email": "jordan@example.com", 25 }, 26 }, 27 ) 28 print(booking) ``` ### Share a single-use scheduling link Use `calendlymcp_scheduling_links_create_single_use_scheduling_link` to generate a one-time booking link for an event type, then send the returned `booking_url` to the invitee. Use this when you want the link to follow the event type’s existing settings without overrides. * Node.js ```typescript 1 const link = await actions.executeTool({ 2 connectionName: 'calendlymcp', 3 identifier: 'user_123', 4 toolName: 'calendlymcp_scheduling_links_create_single_use_scheduling_link', 5 toolInput: { 6 create_scheduling_link_request: { 7 owner: 'https://api.calendly.com/event_types/EVENT_TYPE_UUID', 8 owner_type: 'EventType', 9 max_event_count: 1, 10 }, 11 }, 12 }); 13 console.log(link.resource.booking_url); ``` * Python ```python 1 link = actions.execute_tool( 2 connection_name="calendlymcp", 3 identifier="user_123", 4 tool_name="calendlymcp_scheduling_links_create_single_use_scheduling_link", 5 tool_input={ 6 "create_scheduling_link_request": { 7 "owner": "https://api.calendly.com/event_types/EVENT_TYPE_UUID", 8 "owner_type": "EventType", 9 "max_event_count": 1, 10 }, 11 }, 12 ) 13 print(link["resource"]["booking_url"]) ``` ### Cancel a meeting Use `calendlymcp_meetings_cancel_event` with the meeting `uri` from `calendlymcp_meetings_list_events`. Canceling notifies every invitee, so confirm the action with the user first. To reschedule instead, surface the invitee’s `reschedule_url` rather than canceling. * Node.js ```typescript 1 await actions.executeTool({ 2 connectionName: 'calendlymcp', 3 identifier: 'user_123', 4 toolName: 'calendlymcp_meetings_cancel_event', 5 toolInput: { 6 uri: meetingUri, 7 create_scheduled_event_cancellation_request: 'Host unavailable — will follow up to reschedule.', 8 }, 9 }); ``` * Python ```python 1 actions.execute_tool( 2 connection_name="calendlymcp", 3 identifier="user_123", 4 tool_name="calendlymcp_meetings_cancel_event", 5 tool_input={ 6 "uri": meeting_uri, 7 "create_scheduled_event_cancellation_request": "Host unavailable — will follow up to reschedule.", 8 }, 9 ) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `calendlymcp_availability_get_user_availability_schedule` [# ](#calendlymcp_availability_get_user_availability_schedule)Use: Fetch details for one named availability schedule. When: User asks about specific schedule rules or needs rules for a named schedule. Needs: Schedule URI from \`availability-list\_user\_availability\_schedules\`. Do: Read \`rules\` array and \`timezone\` for display or to inform event-type updates. Avoid: Writing to this schedule—use event-type-level update for changes. Then: Report schedule details to user or use rules for availability queries. 1 param ▾ Use: Fetch details for one named availability schedule. When: User asks about specific schedule rules or needs rules for a named schedule. Needs: Schedule URI from \`availability-list\_user\_availability\_schedules\`. Do: Read \`rules\` array and \`timezone\` for display or to inform event-type updates. Avoid: Writing to this schedule—use event-type-level update for changes. Then: Report schedule details to user or use rules for availability queries. Name Type Required Description `uri` string required Availability schedule URI. not a browsable link — never show to users. `calendlymcp_availability_list_user_availability_schedules` [# ](#calendlymcp_availability_list_user_availability_schedules)Use: List all named availability schedules for the connected user. When: User asks about availability schedules or you need to identify one by name. Needs: User URI from \`users-get\_current\_user\`. Do: Use returned \`uri\` to fetch schedule details or associate with an event type. Avoid: Confusing user availability schedules with event-type-level schedules. Then: Use schedule URI in \`availability-get\_user\_availability\_schedule\` for details. 1 param ▾ Use: List all named availability schedules for the connected user. When: User asks about availability schedules or you need to identify one by name. Needs: User URI from \`users-get\_current\_user\`. Do: Use returned \`uri\` to fetch schedule details or associate with an event type. Avoid: Confusing user availability schedules with event-type-level schedules. Then: Use schedule URI in \`availability-get\_user\_availability\_schedule\` for details. Name Type Required Description `user` string required A URI reference to a user `calendlymcp_availability_list_user_busy_times` [# ](#calendlymcp_availability_list_user_busy_times)Use: List a user's busy time blocks within a date range. When: User asks when they are busy or you need to avoid conflicts before suggesting slots. Needs: User URI from \`users-get\_current\_user\` and ISO 8601 start/end range. Do: Pass user URI and date range; use returned intervals to report conflicts. Avoid: Substituting for \`event\_types-list\_event\_type\_available\_times\`—they differ. Then: Use busy intervals to inform scheduling recommendations. 3 params ▾ Use: List a user's busy time blocks within a date range. When: User asks when they are busy or you need to avoid conflicts before suggesting slots. Needs: User URI from \`users-get\_current\_user\` and ISO 8601 start/end range. Do: Pass user URI and date range; use returned intervals to report conflicts. Avoid: Substituting for \`event\_types-list\_event\_type\_available\_times\`—they differ. Then: Use busy intervals to inform scheduling recommendations. Name Type Required Description `end_time` string required End time of the requested availability range. Date must be in the future of start\_time. `start_time` string required Start time of the requested availability range. Date cannot be in the past. `user` string required The uri associated with the user `calendlymcp_event_types_create_event_type` [# ](#calendlymcp_event_types_create_event_type)Use: Create a new event type on the connected account. When: User explicitly asks to create a new event type. Needs: Host user URI from \`users-get\_current\_user\`. Do: Set name, duration, and host URI; omit optional fields unless user specified them. Avoid: Creating duplicates—call \`event\_types-list\_event\_types\` first to check for existing types. Then: Confirm the new event type URI and share the scheduling URL. 1 param ▾ Use: Create a new event type on the connected account. When: User explicitly asks to create a new event type. Needs: Host user URI from \`users-get\_current\_user\`. Do: Set name, duration, and host URI; omit optional fields unless user specified them. Avoid: Creating duplicates—call \`event\_types-list\_event\_types\` first to check for existing types. Then: Confirm the new event type URI and share the scheduling URL. Name Type Required Description `create_event_type_request` object required CreateEventTypeRequest `calendlymcp_event_types_get_event_type` [# ](#calendlymcp_event_types_get_event_type)Use: Fetch full details for one event type by URI. When: Before updating an event type or confirming its current configuration. Needs: Event type URI. Do: Use the returned fields as the baseline for any patch payload. Avoid: Constructing update payloads without reading current state first. Then: Proceed with \`event\_types-update\_event\_type\` using the returned data as base. 1 param ▾ Use: Fetch full details for one event type by URI. When: Before updating an event type or confirming its current configuration. Needs: Event type URI. Do: Use the returned fields as the baseline for any patch payload. Avoid: Constructing update payloads without reading current state first. Then: Proceed with \`event\_types-update\_event\_type\` using the returned data as base. Name Type Required Description `uri` string required Event type URI. not a browsable link — never show to users. `calendlymcp_event_types_list_event_type_availability_schedule` [# ](#calendlymcp_event_types_list_event_type_availability_schedule)Use: Read the current availability schedule (rules) for an event type. When: Before calling \`event\_types-update\_event\_type\_availability\_schedule\`. Needs: Event type URI. Do: Retain the full \`rules\` array verbatim—it is the required base for updates. Avoid: Calling the update endpoint without first reading the current rules. Then: Pass the rules to \`event\_types-update\_event\_type\_availability\_schedule\` with only the needed edits. 1 param ▾ Use: Read the current availability schedule (rules) for an event type. When: Before calling \`event\_types-update\_event\_type\_availability\_schedule\`. Needs: Event type URI. Do: Retain the full \`rules\` array verbatim—it is the required base for updates. Avoid: Calling the update endpoint without first reading the current rules. Then: Pass the rules to \`event\_types-update\_event\_type\_availability\_schedule\` with only the needed edits. Name Type Required Description `event_type` string required The URI associated with the event type `calendlymcp_event_types_list_event_type_available_times` [# ](#calendlymcp_event_types_list_event_type_available_times)Use: List bookable time slots for an event type within a date range. When: User wants slots, or to confirm availability before booking. Needs: Event type URI and start/end date range (ISO 8601). Do: Pass \`start\_time\` verbatim to subsequent tool calls; do not rewrite UTC values. Avoid: Stale data, or trusting a prior local label—re-check UTC \`start\_time\` if questioned. Then: Pass UTC \`start\_time\` to \`meetings-create\_invitee\`. 3 params ▾ Use: List bookable time slots for an event type within a date range. When: User wants slots, or to confirm availability before booking. Needs: Event type URI and start/end date range (ISO 8601). Do: Pass \`start\_time\` verbatim to subsequent tool calls; do not rewrite UTC values. Avoid: Stale data, or trusting a prior local label—re-check UTC \`start\_time\` if questioned. Then: Pass UTC \`start\_time\` to \`meetings-create\_invitee\`. Name Type Required Description `end_time` string required End time of the requested availability range. Date must be in the future of start\_time. `event_type` string required The uri associated with the event type `start_time` string required Start time of the requested availability range. Date cannot be in the past. `calendlymcp_event_types_list_event_types` [# ](#calendlymcp_event_types_list_event_types)Use: List all event types for the connected user or org. When: Start of any event-type task, or when selecting an event type by name. Needs: User URI from \`users-get\_current\_user\`. Do: Filter by current user URI unless user explicitly asks about a different host or org. Avoid: Assuming a cached list is current—call fresh each session. Then: Carry the selected \`uri\` into get, update, or availability tools. 8 params ▾ Use: List all event types for the connected user or org. When: Start of any event-type task, or when selecting an event type by name. Needs: User URI from \`users-get\_current\_user\`. Do: Filter by current user URI unless user explicitly asks about a different host or org. Avoid: Assuming a cached list is current—call fresh each session. Then: Carry the selected \`uri\` into get, update, or availability tools. Name Type Required Description `active` string optional Return only active event types if true, only inactive if false, or all event types if this parameter is omitted. `admin_managed` string optional Return only admin managed event types if true, exclude admin managed event types if false, or include all event types if this parameter is omitted. `count` string optional The number of rows to return `organization` string optional View available personal, team, and organization event types associated with the organization's URI. `page_token` string optional The token to pass to get the next or previous portion of the collection `sort` string optional Order results by the specified field and direction. Accepts comma-separated list of {field}:{direction} values.Supported fields are: name, position, created\_at, updated\_at. Sort direction is specified as: asc, desc. `user` string optional View available personal, team, and organization event types associated with the user's URI. `user_availability_schedule` string optional Used in conjunction with \`user\` parameter, returns a filtered list of Event Types that use the given primary availability schedule. `calendlymcp_event_types_update_event_type` [# ](#calendlymcp_event_types_update_event_type)Use: Update fields on an existing event type. When: User asks to change name, duration, description, or other settings. Needs: Event type URI from \`event\_types-list\_event\_types\` or \`event\_types-get\_event\_type\`. Do: Read current state first with \`event\_types-get\_event\_type\`; patch only requested fields. Avoid: Sending fields not read from current state—partial writes may reset unset fields. Then: Confirm changes with \`event\_types-get\_event\_type\`. 2 params ▾ Use: Update fields on an existing event type. When: User asks to change name, duration, description, or other settings. Needs: Event type URI from \`event\_types-list\_event\_types\` or \`event\_types-get\_event\_type\`. Do: Read current state first with \`event\_types-get\_event\_type\`; patch only requested fields. Avoid: Sending fields not read from current state—partial writes may reset unset fields. Then: Confirm changes with \`event\_types-get\_event\_type\`. Name Type Required Description `update_event_type_request` object required UpdateEventTypeRequest `uri` string required Event type URI. not a browsable link — never show to users. `calendlymcp_event_types_update_event_type_availability_schedule` [# ](#calendlymcp_event_types_update_event_type_availability_schedule)Use: Overwrite the availability schedule for an event type. When: User requests schedule changes (hours, days, one-off date overrides) for an event type. Needs: Event type URI and current rules from \`event\_types-list\_event\_type\_availability\_schedule\`. Do: Must copy existing rules verbatim, modify only requested entries, send full rules array with IANA timezone. wday rules need \`wday\` field; date rules need \`date\` field (YYYY-MM-DD); \`intervals\` is list of \`{from, to}\` in HH:MM 24h. Avoid: Constructing rules from scratch or sending a partial array—this endpoint overwrites all rules. Then: Re-read schedule with \`event\_types-list\_event\_type\_availability\_schedule\` to confirm. 2 params ▾ Use: Overwrite the availability schedule for an event type. When: User requests schedule changes (hours, days, one-off date overrides) for an event type. Needs: Event type URI and current rules from \`event\_types-list\_event\_type\_availability\_schedule\`. Do: Must copy existing rules verbatim, modify only requested entries, send full rules array with IANA timezone. wday rules need \`wday\` field; date rules need \`date\` field (YYYY-MM-DD); \`intervals\` is list of \`{from, to}\` in HH:MM 24h. Avoid: Constructing rules from scratch or sending a partial array—this endpoint overwrites all rules. Then: Re-read schedule with \`event\_types-list\_event\_type\_availability\_schedule\` to confirm. Name Type Required Description `event_type` string required Event Type uri in which to update the availability schedule `update_event_type_availability_request` object required UpdateEventTypeAvailabilityRequest `calendlymcp_locations_list_user_meeting_locations` [# ](#calendlymcp_locations_list_user_meeting_locations)Use: List allowed meeting location kinds for a user. When: Before creating bookings that need a \`location\` payload. Needs: User URI from \`users-get\_current\_user\`. Do: Read supported location \`kind\` values; choose one compatible with the event type. Avoid: Submitting a location kind not configured for the host or event type. Then: Use chosen kind in \`meetings-create\_invitee\` location payload. 1 param ▾ Use: List allowed meeting location kinds for a user. When: Before creating bookings that need a \`location\` payload. Needs: User URI from \`users-get\_current\_user\`. Do: Read supported location \`kind\` values; choose one compatible with the event type. Avoid: Submitting a location kind not configured for the host or event type. Then: Use chosen kind in \`meetings-create\_invitee\` location payload. Name Type Required Description `user` string required The URI associated with the user `calendlymcp_meetings_cancel_event` [# ](#calendlymcp_meetings_cancel_event)Use: Cancel a scheduled meeting on behalf of the connected host When: User confirms they want to cancel a specific meeting. Needs: Meeting URI from \`meetings-list\_events\` or \`meetings-get\_event\`. Do: Pass meeting URI and optional cancellation reason. Avoid: Canceling without confirmation; this notifies all invitees. For reschedule, surface \`reschedule\_url\` instead. Then: Inform user the meeting is canceled and optionally list remaining meetings. 2 params ▾ Use: Cancel a scheduled meeting on behalf of the connected host When: User confirms they want to cancel a specific meeting. Needs: Meeting URI from \`meetings-list\_events\` or \`meetings-get\_event\`. Do: Pass meeting URI and optional cancellation reason. Avoid: Canceling without confirmation; this notifies all invitees. For reschedule, surface \`reschedule\_url\` instead. Then: Inform user the meeting is canceled and optionally list remaining meetings. Name Type Required Description `uri` string required Scheduled meeting URI. NOT the same as the invitee \`cancel\_url\` (which is the public link you send to a human). not a browsable link — never show to users. `create_scheduled_event_cancellation_request` string optional Optional cancellation reason. `calendlymcp_meetings_create_invitee` [# ](#calendlymcp_meetings_create_invitee)Use: Book a meeting slot for an invitee on a Calendly event type. When: User provides invitee name, email, and a confirmed available time slot. Needs: Event type URI, \`start\_time\` from \`event\_types-list\_event\_type\_available\_times\`, invitee name and email. Include \`location\` if the event type has configured locations. Do: Set invitee name/email as the person being booked; host is the connected user from \`users-get\_current\_user\`. Never swap host and invitee fields. Avoid: Booking without confirming slot availability first, or omitting \`location\` when event type requires it. Then: Confirm booking with invitee details and meeting URI. 1 param ▾ Use: Book a meeting slot for an invitee on a Calendly event type. When: User provides invitee name, email, and a confirmed available time slot. Needs: Event type URI, \`start\_time\` from \`event\_types-list\_event\_type\_available\_times\`, invitee name and email. Include \`location\` if the event type has configured locations. Do: Set invitee name/email as the person being booked; host is the connected user from \`users-get\_current\_user\`. Never swap host and invitee fields. Avoid: Booking without confirming slot availability first, or omitting \`location\` when event type requires it. Then: Confirm booking with invitee details and meeting URI. Name Type Required Description `post_invitee_request` object required PostInviteeRequest `calendlymcp_meetings_create_invitee_no_show` [# ](#calendlymcp_meetings_create_invitee_no_show)Use: Mark an invitee as a no-show for a past meeting. When: User reports an invitee did not attend. Needs: Invitee URI from \`meetings-list\_event\_invitees\`. Do: Pass invitee URI; operation is idempotent. Avoid: Marking no-show before the meeting end time. Then: Confirm no-show is recorded and carry forward the no-show URI. 1 param ▾ Use: Mark an invitee as a no-show for a past meeting. When: User reports an invitee did not attend. Needs: Invitee URI from \`meetings-list\_event\_invitees\`. Do: Pass invitee URI; operation is idempotent. Avoid: Marking no-show before the meeting end time. Then: Confirm no-show is recorded and carry forward the no-show URI. Name Type Required Description `create_invitee_no_show_request` object required CreateInviteeNoShowRequest `calendlymcp_meetings_delete_invitee_no_show` [# ](#calendlymcp_meetings_delete_invitee_no_show)Use: Remove a no-show mark from an invitee. When: User asks to undo a no-show marking. Needs: No-show URI from \`meetings-create\_invitee\_no\_show\`. Do: Pass no-show URI; operation is idempotent. Avoid: Calling without confirming a no-show record exists. Then: Confirm no-show has been removed. 1 param ▾ Use: Remove a no-show mark from an invitee. When: User asks to undo a no-show marking. Needs: No-show URI from \`meetings-create\_invitee\_no\_show\`. Do: Pass no-show URI; operation is idempotent. Avoid: Calling without confirming a no-show record exists. Then: Confirm no-show has been removed. Name Type Required Description `uri` string required Invitee no-show URI. not a browsable link — never show to users. `calendlymcp_meetings_get_event` [# ](#calendlymcp_meetings_get_event)Use: Fetch details for a single scheduled meeting. When: User asks about a specific meeting or before canceling/examining invitees. Needs: Meeting URI from \`meetings-list\_events\`. Do: Use returned \`event\_type\`, \`start\_time\`, \`end\_time\`, and \`location\` for display or next actions. Avoid: Calling this without a known meeting URI. list meetings first. Then: Use meeting URI in \`meetings-list\_event\_invitees\` or \`meetings-cancel\_event\`. 1 param ▾ Use: Fetch details for a single scheduled meeting. When: User asks about a specific meeting or before canceling/examining invitees. Needs: Meeting URI from \`meetings-list\_events\`. Do: Use returned \`event\_type\`, \`start\_time\`, \`end\_time\`, and \`location\` for display or next actions. Avoid: Calling this without a known meeting URI. list meetings first. Then: Use meeting URI in \`meetings-list\_event\_invitees\` or \`meetings-cancel\_event\`. Name Type Required Description `uri` string required Scheduled meeting URI. not a browsable link — never show to users. `calendlymcp_meetings_get_event_invitee` [# ](#calendlymcp_meetings_get_event_invitee)Use: Fetch details for a single meeting invitee. When: User asks about a specific attendee's booking details. Needs: Meeting URI from \`meetings-list\_events\` and Invitee URI from \`meetings-list\_event\_invitees\`. Do: Use returned fields for display or no-show status. Reschedule: surface \`reschedule\_url\`. Avoid: Calling without known meeting and invitee URIs. Then: Use invitee URI in no-show tools if needed. 2 params ▾ Use: Fetch details for a single meeting invitee. When: User asks about a specific attendee's booking details. Needs: Meeting URI from \`meetings-list\_events\` and Invitee URI from \`meetings-list\_event\_invitees\`. Do: Use returned fields for display or no-show status. Reschedule: surface \`reschedule\_url\`. Avoid: Calling without known meeting and invitee URIs. Then: Use invitee URI in no-show tools if needed. Name Type Required Description `event_uri` string required Scheduled meeting URI. not a browsable link — never show to users. `invitee_uri` string required Meeting invitee URI. not a browsable link — never show to users. `calendlymcp_meetings_get_invitee_no_show` [# ](#calendlymcp_meetings_get_invitee_no_show)Use: Fetch the no-show record for a meeting invitee. When: User asks whether a no-show was recorded for an invitee. Needs: No-show URI from \`meetings-create\_invitee\_no\_show\`. Do: Check returned record for no-show status and timestamp. Avoid: Calling if no no-show has been recorded—returns 404. Then: Report no-show status to user. 1 param ▾ Use: Fetch the no-show record for a meeting invitee. When: User asks whether a no-show was recorded for an invitee. Needs: No-show URI from \`meetings-create\_invitee\_no\_show\`. Do: Check returned record for no-show status and timestamp. Avoid: Calling if no no-show has been recorded—returns 404. Then: Report no-show status to user. Name Type Required Description `uri` string required Invitee no-show URI. not a browsable link — never show to users. `calendlymcp_meetings_list_event_invitees` [# ](#calendlymcp_meetings_list_event_invitees)Use: List all invitees for a scheduled meeting. When: User asks who is attending a meeting or you need invitee URIs. Needs: Meeting URI from \`meetings-list\_events\`. Do: Use returned invitee \`uri\` for no-show marking or detail lookups. Avoid: Calling without a meeting URI. list meetings first. Then: Use invitee URI in \`meetings-get\_event\_invitee\` or \`meetings-create\_invitee\_no\_show\`. For reschedule, surface each invitee's \`reschedule\_url\`. 6 params ▾ Use: List all invitees for a scheduled meeting. When: User asks who is attending a meeting or you need invitee URIs. Needs: Meeting URI from \`meetings-list\_events\`. Do: Use returned invitee \`uri\` for no-show marking or detail lookups. Avoid: Calling without a meeting URI. list meetings first. Then: Use invitee URI in \`meetings-get\_event\_invitee\` or \`meetings-create\_invitee\_no\_show\`. For reschedule, surface each invitee's \`reschedule\_url\`. Name Type Required Description `uri` string required Scheduled meeting URI. not a browsable link — never show to users. `count` string optional The number of rows to return `email` string optional Indicates if the results should be filtered by email address `page_token` string optional The token to pass to get the next or previous portion of the collection `sort` string optional Order results by the \*\*created\_at\*\* field and direction specified: ascending ("asc") or descending ("desc") `status` string optional Indicates if the invitee "canceled" or still "active" `calendlymcp_meetings_list_events` [# ](#calendlymcp_meetings_list_events)Use: List scheduled meetings for user/org. When: Upcoming/past meetings or to find meetings by date. Needs: User/org URI via \`users-get\_current\_user\`. Do: Filter status (active/canceled), date range; carry \`uri\`. Default enrich via \`meetings-list\_event\_invitees\`; skip for times/count-only. Avoid: Fetching unfiltered when the user has a specific date in mind. Then: Use meeting \`uri\` in \`meetings-get\_event\` or \`meetings-cancel\_event\` as needed. 10 params ▾ Use: List scheduled meetings for user/org. When: Upcoming/past meetings or to find meetings by date. Needs: User/org URI via \`users-get\_current\_user\`. Do: Filter status (active/canceled), date range; carry \`uri\`. Default enrich via \`meetings-list\_event\_invitees\`; skip for times/count-only. Avoid: Fetching unfiltered when the user has a specific date in mind. Then: Use meeting \`uri\` in \`meetings-get\_event\` or \`meetings-cancel\_event\` as needed. Name Type Required Description `count` string optional The number of rows to return `group` string optional Return events that are scheduled with the group associated with this URI `invitee_email` string optional Return events that are scheduled with the invitee associated with this email address `max_start_time` string optional Include events with start times prior to this time (sample time format: "2020-01-02T03:04:05.678123Z"). This time should use the UTC timezone. `min_start_time` string optional Include events with start times after this time (sample time format: "2020-01-02T03:04:05.678123Z"). This time should use the UTC timezone. `organization` string optional Return events that are scheduled with the organization associated with this URI `page_token` string optional The token to pass to get the next or previous portion of the collection `sort` string optional Order results by the specified field and direction. Accepts comma-separated list of {field}:{direction} values. Supported fields are: start\_time. Sort direction is specified as: asc, desc. `status` string optional Whether the scheduled event is \`active\` or \`canceled\` `user` string optional Return events that are scheduled with the user associated with this URI `calendlymcp_organizations_create_organization_invitation` [# ](#calendlymcp_organizations_create_organization_invitation)Use: Invite a user to the organization by email. When: User asks to add a new member. Needs: Org URI and invitee email address. Do: Check \`organizations-list\_organization\_invitations\` first to avoid duplicate invites. Avoid: Calling without confirming no pending invite exists for this email. Then: Confirm invitation sent and optionally show pending invitations. 2 params ▾ Use: Invite a user to the organization by email. When: User asks to add a new member. Needs: Org URI and invitee email address. Do: Check \`organizations-list\_organization\_invitations\` first to avoid duplicate invites. Avoid: Calling without confirming no pending invite exists for this email. Then: Confirm invitation sent and optionally show pending invitations. Name Type Required Description `create_organization_invitation_request` object required CreateOrganizationInvitationRequest `uri` string required Organization URI. not a browsable link — never show to users. `calendlymcp_organizations_get_organization` [# ](#calendlymcp_organizations_get_organization)Use: Fetch details for the connected user's organization. When: User asks about the org or you need the org URI for org-scoped list tools. Needs: Org URI from \`users-get\_current\_user\` (\`resource.current\_organization\`). Do: Use returned \`uri\` for org-scoped event type or membership queries. Avoid: Calling without an org URI. Then: Use org URI in \`organizations-list\_organization\_memberships\`. 1 param ▾ Use: Fetch details for the connected user's organization. When: User asks about the org or you need the org URI for org-scoped list tools. Needs: Org URI from \`users-get\_current\_user\` (\`resource.current\_organization\`). Do: Use returned \`uri\` for org-scoped event type or membership queries. Avoid: Calling without an org URI. Then: Use org URI in \`organizations-list\_organization\_memberships\`. Name Type Required Description `uri` string required Organization URI. not a browsable link — never show to users. `calendlymcp_organizations_get_organization_membership` [# ](#calendlymcp_organizations_get_organization_membership)Use: Fetch details for a single org membership. When: You need role or status for a specific member. Needs: Membership URI from \`organizations-list\_organization\_memberships\`. Do: Check \`role\` and \`status\` fields for permissions context. Avoid: Calling without a known membership URI. Then: Use membership data to confirm before invite or removal actions. 1 param ▾ Use: Fetch details for a single org membership. When: You need role or status for a specific member. Needs: Membership URI from \`organizations-list\_organization\_memberships\`. Do: Check \`role\` and \`status\` fields for permissions context. Avoid: Calling without a known membership URI. Then: Use membership data to confirm before invite or removal actions. Name Type Required Description `uri` string required Organization membership URI. not a browsable link — never show to users. `calendlymcp_organizations_list_organization_invitations` [# ](#calendlymcp_organizations_list_organization_invitations)Use: List pending invitations for the organization. When: User asks to see pending invites or check if someone was already invited. Needs: Org URI from \`users-get\_current\_user\`. Do: Check returned list before sending a new invite to avoid duplicates. Avoid: Sending a new invitation without checking for existing pending ones. Then: Use invitation URI in \`organizations-revoke\_organization\_invitation\` if needed. 6 params ▾ Use: List pending invitations for the organization. When: User asks to see pending invites or check if someone was already invited. Needs: Org URI from \`users-get\_current\_user\`. Do: Check returned list before sending a new invite to avoid duplicates. Avoid: Sending a new invitation without checking for existing pending ones. Then: Use invitation URI in \`organizations-revoke\_organization\_invitation\` if needed. Name Type Required Description `uri` string required Organization URI. not a browsable link — never show to users. `count` string optional The number of rows to return `email` string optional Indicates if the results should be filtered by email address `page_token` string optional The token to pass to get the next or previous portion of the collection `sort` string optional Order results by the field name and direction specified (ascending or descending). Returns multiple sets of results in a comma-separated list. `status` string optional Indicates if the results should be filtered by status ("pending", "accepted", or "declined") `calendlymcp_organizations_list_organization_memberships` [# ](#calendlymcp_organizations_list_organization_memberships)Use: List all members of an organization. When: User asks who is in the org or you need to find a member's user URI. Needs: Org URI from \`users-get\_current\_user\`. Do: Use returned \`user.uri\` for per-user event-type or availability queries. Avoid: Fetching the full list when you only need the connected user—use \`users-get\_current\_user\` instead. Then: Use member URI in user-scoped tools or \`organizations-get\_organization\_membership\`. 6 params ▾ Use: List all members of an organization. When: User asks who is in the org or you need to find a member's user URI. Needs: Org URI from \`users-get\_current\_user\`. Do: Use returned \`user.uri\` for per-user event-type or availability queries. Avoid: Fetching the full list when you only need the connected user—use \`users-get\_current\_user\` instead. Then: Use member URI in user-scoped tools or \`organizations-get\_organization\_membership\`. Name Type Required Description `count` string optional The number of rows to return `email` string optional Indicates if the results should be filtered by email address `organization` string optional Indicates if the results should be filtered by organization `page_token` string optional The token to pass to get the next or previous portion of the collection `role` string optional Indicates if the results should be filtered by role `user` string optional Indicates if the results should be filtered by user `calendlymcp_organizations_revoke_organization_invitation` [# ](#calendlymcp_organizations_revoke_organization_invitation)Use: Revoke a pending organization invitation. When: User asks to cancel a pending invite. Needs: Organization URI from \`users-get\_current\_user\` and Invitation URI from \`organizations-list\_organization\_invitations\`. Do: Confirm with user before revoking; this cannot be undone. Avoid: Revoking without confirming the invite is still pending. Then: Confirm revocation and optionally refresh invitations list. 2 params ▾ Use: Revoke a pending organization invitation. When: User asks to cancel a pending invite. Needs: Organization URI from \`users-get\_current\_user\` and Invitation URI from \`organizations-list\_organization\_invitations\`. Do: Confirm with user before revoking; this cannot be undone. Avoid: Revoking without confirming the invite is still pending. Then: Confirm revocation and optionally refresh invitations list. Name Type Required Description `org_uri` string required Organization URI. not a browsable link — never show to users. `uri` string required Pending invitation URI. not a browsable link — never show to users. `calendlymcp_routing_forms_get_routing_form` [# ](#calendlymcp_routing_forms_get_routing_form)Use: Fetch details for a single routing form. When: User asks about a specific form or its questions. Needs: Routing form URI from \`routing\_forms-list\_routing\_forms\`. Do: Use returned question IDs for submission filtering. Avoid: Calling without a known form URI. Then: Use form details to answer user questions or list submissions. 1 param ▾ Use: Fetch details for a single routing form. When: User asks about a specific form or its questions. Needs: Routing form URI from \`routing\_forms-list\_routing\_forms\`. Do: Use returned question IDs for submission filtering. Avoid: Calling without a known form URI. Then: Use form details to answer user questions or list submissions. Name Type Required Description `uri` string required Routing form URI. not a browsable link — never show to users. `calendlymcp_routing_forms_get_routing_form_submission` [# ](#calendlymcp_routing_forms_get_routing_form_submission)Use: Fetch details for a single routing form submission. When: User asks about a specific submission or response. Needs: Submission URI from \`routing\_forms-list\_routing\_form\_submissions\`. Do: Read \`questions\_and\_answers\` for the submitted values. Avoid: Calling without a known submission URI. Then: Report submission details to user. 1 param ▾ Use: Fetch details for a single routing form submission. When: User asks about a specific submission or response. Needs: Submission URI from \`routing\_forms-list\_routing\_form\_submissions\`. Do: Read \`questions\_and\_answers\` for the submitted values. Avoid: Calling without a known submission URI. Then: Report submission details to user. Name Type Required Description `uri` string required Routing form submission URI. not a browsable link — never show to users. `calendlymcp_routing_forms_list_routing_form_submissions` [# ](#calendlymcp_routing_forms_list_routing_form_submissions)Use: List submissions for a routing form. When: User asks to see form responses or analyze routing data. Needs: Routing form URI from \`routing\_forms-list\_routing\_forms\`. Do: Use pagination params for large result sets. Avoid: Fetching all submissions without date/count filters on high-volume forms. Then: Use submission URI in \`routing\_forms-get\_routing\_form\_submission\`. 4 params ▾ Use: List submissions for a routing form. When: User asks to see form responses or analyze routing data. Needs: Routing form URI from \`routing\_forms-list\_routing\_forms\`. Do: Use pagination params for large result sets. Avoid: Fetching all submissions without date/count filters on high-volume forms. Then: Use submission URI in \`routing\_forms-get\_routing\_form\_submission\`. Name Type Required Description `form` string required View routing form submissions associated with the routing form's URI. `count` string optional The number of rows to return `page_token` string optional The token to pass to get the next or previous portion of the collection `sort` string optional Order results by the specified field and direction. Accepts comma-separated list of {field}:{direction} values. Supported fields are: created\_at. Sort direction is specified as: asc, desc. `calendlymcp_routing_forms_list_routing_forms` [# ](#calendlymcp_routing_forms_list_routing_forms)Use: List routing forms for the org. When: User asks about routing forms or you need to find a form by name. Needs: Org URI from \`users-get\_current\_user\`. Do: Use returned \`uri\` to fetch form details. Avoid: Assuming form names without listing first. Then: Use form URI in \`routing\_forms-get\_routing\_form\`. 4 params ▾ Use: List routing forms for the org. When: User asks about routing forms or you need to find a form by name. Needs: Org URI from \`users-get\_current\_user\`. Do: Use returned \`uri\` to fetch form details. Avoid: Assuming form names without listing first. Then: Use form URI in \`routing\_forms-get\_routing\_form\`. Name Type Required Description `organization` string required View organization routing forms associated with the organization's URI. `count` string optional The number of rows to return `page_token` string optional The token to pass to get the next or previous portion of the collection `sort` string optional Order results by the specified field and direction. Accepts comma-separated list of {field}:{direction} values. Supported fields are: created\_at. Sort direction is specified as: asc, desc. `calendlymcp_scheduling_links_create_single_use_scheduling_link` [# ](#calendlymcp_scheduling_links_create_single_use_scheduling_link)Use: Create a single-use scheduling link using the event type's settings unchanged. When: User wants a one-time link with no overrides. For per-link customization (duration, scheduling window, location, availability), use \`shares-create\_share\` instead. Needs: Event type URI from \`event\_types-list\_event\_types\`. Do: Each call creates a new link; store the returned \`booking\_url\`. Avoid: Using when any override is requested — this endpoint cannot customize the link. Don't create more links than needed; each call creates a distinct non-reusable link. Then: Share \`booking\_url\` with the intended invitee. 1 param ▾ Use: Create a single-use scheduling link using the event type's settings unchanged. When: User wants a one-time link with no overrides. For per-link customization (duration, scheduling window, location, availability), use \`shares-create\_share\` instead. Needs: Event type URI from \`event\_types-list\_event\_types\`. Do: Each call creates a new link; store the returned \`booking\_url\`. Avoid: Using when any override is requested — this endpoint cannot customize the link. Don't create more links than needed; each call creates a distinct non-reusable link. Then: Share \`booking\_url\` with the intended invitee. Name Type Required Description `create_scheduling_link_request` object required CreateSchedulingLinkRequest `calendlymcp_shares_create_share` [# ](#calendlymcp_shares_create_share)Use: Create a single-use share link for a one-on-one event type with per-link overrides When: User wants a single-use link with any customization (duration, scheduling window, location, or availability). Needs: Event type URI from \`event\_types-list\_event\_types\`. Do: Set only fields to override; omitted fields inherit from event type. Avoid: Group event types (one-on-one only). This overrides event-type fields, not invitee prefill values. Then: Share the returned \`booking\_url\` with the recipient. 1 param ▾ Use: Create a single-use share link for a one-on-one event type with per-link overrides When: User wants a single-use link with any customization (duration, scheduling window, location, or availability). Needs: Event type URI from \`event\_types-list\_event\_types\`. Do: Set only fields to override; omitted fields inherit from event type. Avoid: Group event types (one-on-one only). This overrides event-type fields, not invitee prefill values. Then: Share the returned \`booking\_url\` with the recipient. Name Type Required Description `create_share_request` object required CreateShareRequest `calendlymcp_users_get_current_user` [# ](#calendlymcp_users_get_current_user)Use: Resolve the connected host account and canonical user URI. When: Start any scheduling, booking, event-type, or availability workflow. Needs: No inputs. Do: Call once and keep \`resource.uri\`, \`timezone\`, and \`scheduling\_url\` for downstream calls. Avoid: Skipping this and guessing host identity. Then: Use \`resource.uri\` in list/get tools unless the user explicitly names another host. 0 params ▾ Use: Resolve the connected host account and canonical user URI. When: Start any scheduling, booking, event-type, or availability workflow. Needs: No inputs. Do: Call once and keep \`resource.uri\`, \`timezone\`, and \`scheduling\_url\` for downstream calls. Avoid: Skipping this and guessing host identity. Then: Use \`resource.uri\` in list/get tools unless the user explicitly names another host. `calendlymcp_users_get_user` [# ](#calendlymcp_users_get_user)Use: Fetch profile for a specific user by URI. When: User asks about another person's account or you hold a user URI from org/membership data. Needs: User URI. Do: Pass the user URI from org/membership data; do not use this to look up the connected user. Avoid: Calling this without a known URI - use \`users-get\_current\_user\` for the connected user. Then: Use returned \`uri\` and \`timezone\` for event-type or availability lookups scoped to that user. 1 param ▾ Use: Fetch profile for a specific user by URI. When: User asks about another person's account or you hold a user URI from org/membership data. Needs: User URI. Do: Pass the user URI from org/membership data; do not use this to look up the connected user. Avoid: Calling this without a known URI - use \`users-get\_current\_user\` for the connected user. Then: Use returned \`uri\` and \`timezone\` for event-type or availability lookups scoped to that user. Name Type Required Description `uri` string required User URI. not a browsable link — never show to users. --- # DOCUMENT BOUNDARY --- # Cal MCP connector > Connect to Cal MCP. Manage bookings, event types, schedules, and availability from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'calmcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Cal MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'calmcp_get_bookings', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "calmcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Cal MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="calmcp_get_bookings", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Update schedule, org membership, me** — Update an existing schedule * **Booking reschedule, confirm, cancel** — Reschedule a booking to a new time * **Absent mark booking** — Mark host or attendees as absent for a past booking * **Get schedules, schedule, org routing forms** — List all schedules for the authenticated user * **Delete schedule, org membership, event type** — Delete a schedule by its numeric ID * **Create schedule, org membership, event type** — Create a new schedule ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `calmcp_add_booking_attendee` [# ](#calmcp_add_booking_attendee)Add a new attendee to an existing booking. Required: name, email, timeZone. ASK THE USER for all attendee details — never guess or fabricate names, emails, or time zones. 6 params ▾ Add a new attendee to an existing booking. Required: name, email, timeZone. ASK THE USER for all attendee details — never guess or fabricate names, emails, or time zones. Name Type Required Description `bookingUid` string required Booking UID `email` string required Attendee email address. Ask the user — never guess or fabricate. `name` string required Attendee name. Ask the user — never guess. `timeZone` string required IANA time zone. Ask the user — never guess. `language` string optional ISO 639-1 language code (e.g. 'en') `phoneNumber` string optional Phone in international format. Ask the user — never guess. `calmcp_calculate_routing_form_slots` [# ](#calmcp_calculate_routing_form_slots)Submit a routing form response and get available slots. The response object contains the user's answers (keys are routing form field slugs/IDs). Use get\_org\_routing\_forms to find routingFormId. Start/end must be in UTC ISO 8601. 8 params ▾ Submit a routing form response and get available slots. The response object contains the user's answers (keys are routing form field slugs/IDs). Use get\_org\_routing\_forms to find routingFormId. Start/end must be in UTC ISO 8601. Name Type Required Description `end` string required Range end in UTC, ISO 8601 (e.g. '2024-08-14' or '2024-08-14T18:00:00Z') `response` object required Routing form response object. Keys are routing form field IDs, values are the user's answers. Use get\_org\_routing\_forms to discover the form's fields and their IDs. Ask the user for the answer values — never fabricate. `routingFormId` string required Routing form ID. Use get\_org\_routing\_forms to find this — never guess. `start` string required Range start in UTC, ISO 8601 (e.g. '2024-08-13' or '2024-08-13T09:00:00Z') `bookingUidToReschedule` string optional Booking UID being rescheduled — ensures original time appears in available slots `duration` number optional Desired slot duration in minutes (for variable-duration events) `format` string optional Slot format: 'range' returns start+end, 'time' returns start only `timeZone` string optional IANA time zone for returned slots (default UTC) `calmcp_cancel_booking` [# ](#calmcp_cancel_booking)Cancel a booking by UID. For recurring non-seated bookings, set cancelSubsequentBookings=true to cancel future recurrences. For seated bookings, pass seatUid to cancel a specific seat instead of the entire booking. Confirm with the user before cancelling. 4 params ▾ Cancel a booking by UID. For recurring non-seated bookings, set cancelSubsequentBookings=true to cancel future recurrences. For seated bookings, pass seatUid to cancel a specific seat instead of the entire booking. Confirm with the user before cancelling. Name Type Required Description `bookingUid` string required Booking UID `cancellationReason` string optional Reason for cancellation `cancelSubsequentBookings` boolean optional For recurring non-seated bookings only: if true, also cancels all subsequent recurrences after this one. `seatUid` string optional UID of the specific seat to cancel within a seated booking. Required when cancelling an individual seat instead of the entire booking. `calmcp_confirm_booking` [# ](#calmcp_confirm_booking)Confirm a pending booking that requires manual confirmation. Only the host can confirm. 1 param ▾ Confirm a pending booking that requires manual confirmation. Only the host can confirm. Name Type Required Description `bookingUid` string required Booking UID `calmcp_create_booking` [# ](#calmcp_create_booking)Create a booking. WORKFLOW: (1) Use get\_event\_types to find the event type ID/slug. (2) Call get\_availability to find open slots — NEVER pick a time without checking availability first. (3) If using bookingFieldsResponses, call get\_event\_type first to discover required custom fields. (4) For attendee details (name, email, timeZone), use get\_me if booking for yourself, otherwise ASK THE USER — never guess or fabricate attendee info. Identify the event type by: eventTypeId, OR eventTypeSlug + username (individual), OR eventTypeSlug + teamSlug (team). The 'start' time MUST be in UTC ISO 8601. 'username' is the HOST whose calendar you are booking. 'attendee' is the GUEST (the caller). 14 params ▾ Create a booking. WORKFLOW: (1) Use get\_event\_types to find the event type ID/slug. (2) Call get\_availability to find open slots — NEVER pick a time without checking availability first. (3) If using bookingFieldsResponses, call get\_event\_type first to discover required custom fields. (4) For attendee details (name, email, timeZone), use get\_me if booking for yourself, otherwise ASK THE USER — never guess or fabricate attendee info. Identify the event type by: eventTypeId, OR eventTypeSlug + username (individual), OR eventTypeSlug + teamSlug (team). The 'start' time MUST be in UTC ISO 8601. 'username' is the HOST whose calendar you are booking. 'attendee' is the GUEST (the caller). Name Type Required Description `attendee` object required Attendee details — the person making the booking (the guest/caller), NOT the host. To book another user's calendar, set their username in the 'username' field and put YOUR (the caller's) details here. NEVER guess or fabricate email addresses — ask the user if unknown. `start` string required Start time in UTC, ISO 8601 (e.g. 2024-08-13T09:00:00Z). Must be UTC. `allowBookingOutOfBounds` boolean optional If true and the authenticated user is a host, allow booking outside the configured scheduling window (e.g. before minimumBookingNotice or beyond the booking window). Ignored for non-hosts. `allowConflicts` boolean optional If true and the authenticated user is a host, skip availability conflict checks. Ignored for non-hosts. `bookingFieldsResponses` object optional Custom booking field responses as {slug: value} pairs `eventTypeId` integer optional Event type ID. Required unless eventTypeSlug + username (or teamSlug) are provided. `eventTypeSlug` string optional Event type slug (e.g. '15min'). Must be combined with username (for individual) or teamSlug (for team). `guests` array optional Additional guest emails to include. Ask the user for guest emails — never guess or fabricate. `lengthInMinutes` integer optional Desired booking length for variable-duration event types. Uses event type default if omitted. `location` object optional Meeting location override as an object. Must match one of the event type's configured location types: {type:'integration',integration:'cal-video'|'google-meet'|'zoom'|...}, {type:'attendeePhone',phone:'+...'}, {type:'attendeeAddress',address:'...'}, {type:'attendeeDefined',location:'...'}, {type:'address'}, {type:'link'}, {type:'phone'}, or {type:'organizersDefaultApp'} (team events only). `metadata` object optional Metadata key-value pairs (max 50 keys, keys ≤40 chars, string values ≤500 chars) `organizationSlug` string optional Organization slug, needed when the user/team is within an organization. `teamSlug` string optional Team slug. Required with eventTypeSlug for team event types. `username` string optional Username of the host whose calendar you are booking on. Required with eventTypeSlug for individual event types. `calmcp_create_event_type` [# ](#calmcp_create_event_type)Create a new event type. Required: title, slug, lengthInMinutes. Supports locations, booking fields, buffers, recurrence, confirmation policy, seats, and more. 27 params ▾ Create a new event type. Required: title, slug, lengthInMinutes. Supports locations, booking fields, buffers, recurrence, confirmation policy, seats, and more. Name Type Required Description `lengthInMinutes` integer required Duration in minutes `slug` string required URL-friendly slug (e.g. '30min') `title` string required Event type title `afterEventBuffer` integer optional Minutes blocked on calendar after the meeting ends. `beforeEventBuffer` integer optional Minutes blocked on calendar before the meeting starts. `bookingFields` array optional Custom fields added to the booking form. Each object defines a field with properties like name, type, label, required, etc. `bookingLimitsCount` object optional Limit how many times this event can be booked per period (e.g. {day: 2, week: 5}). `bookingWindow` object optional Limit how far in the future this event can be booked. `confirmationPolicy` object optional Manual confirmation policy. Controls whether bookings require host confirmation. `customName` string optional Custom event name template with variables: {Event type title}, {Organiser}, {Scheduler}, {Location}. `description` string optional Description shown on the booking page `destinationCalendar` object optional Which external calendar new bookings are added to. `disableGuests` boolean optional If true, bookers cannot add guest emails. `hidden` boolean optional Whether the event type is hidden from the public profile. `hideCalendarNotes` boolean optional Hide calendar notes from the booking. `lengthInMinutesOptions` array optional Multiple duration options the attendee can choose from (e.g. \[15, 30, 60]). If provided, the booker picks their preferred duration. `locations` array optional Locations where the event takes place. If not provided, Cal Video is used. Each element is a location object (e.g. {type: 'inPerson', address: '...'}). Note: setting a conferencing app as location requires the app to already be installed. `lockTimeZoneToggleOnBookingPage` boolean optional Lock the timezone on the booking page. `minimumBookingNotice` integer optional Minimum minutes before the event that a booking can be made. `offsetStart` integer optional Offset timeslots shown to bookers by a specified number of minutes. `onlyShowFirstAvailableSlot` boolean optional Limit availability to one slot per day (the earliest available). `recurrence` object optional Recurrence settings to create a recurring event type (e.g. {frequency: 'weekly', interval: 1, occurrences: 12}). `requiresBookerEmailVerification` boolean optional Whether booker must verify their email before the booking is confirmed. `scheduleId` integer optional Use a specific schedule instead of the user's default. Use get\_schedules to find schedule IDs. `seats` object optional Enable seated events. Object with seatsPerTimeSlot and other seat settings. `slotInterval` integer optional Length of each slot in minutes. Defaults to the event duration. `successRedirectUrl` string optional URL to redirect the booker to after a successful booking. `calmcp_create_org_membership` [# ](#calmcp_create_org_membership)Add a user to an organization. Required: userId (must be a real user ID from the system) and role (MEMBER, ADMIN, or OWNER). Platform managed users should only have MEMBER role. 5 params ▾ Add a user to an organization. Required: userId (must be a real user ID from the system) and role (MEMBER, ADMIN, or OWNER). Platform managed users should only have MEMBER role. Name Type Required Description `orgId` integer required Organization ID. Use get\_me to obtain your organizationId — never guess. `role` string required Role (managed users: MEMBER only) `userId` number required User ID of the person to add. Must be a real user ID — ask the user for this, never guess. `accepted` boolean optional Whether accepted `disableImpersonation` boolean optional Disable impersonation `calmcp_create_schedule` [# ](#calmcp_create_schedule)Create a new schedule. Required: name, timeZone, isDefault. Each user should have exactly one default schedule. Supports availability slots and date-specific overrides. 5 params ▾ Create a new schedule. Required: name, timeZone, isDefault. Each user should have exactly one default schedule. Supports availability slots and date-specific overrides. Name Type Required Description `isDefault` boolean required Whether this is the user's default schedule. Each user should have exactly one default schedule. `name` string required Schedule name `timeZone` string required IANA time zone used to calculate available times (e.g. America/New\_York) `availability` array optional Availability slots. If not provided, defaults to Mon-Fri 09:00-17:00. `overrides` array optional Date-specific overrides. Use to change availability for a specific date or mark it as unavailable. `calmcp_delete_event_type` [# ](#calmcp_delete_event_type)Permanently delete an event type by ID. This action is irreversible — confirm with the user before proceeding. 1 param ▾ Permanently delete an event type by ID. This action is irreversible — confirm with the user before proceeding. Name Type Required Description `eventTypeId` integer required Event type ID to delete. Use get\_event\_types to find this. `calmcp_delete_org_membership` [# ](#calmcp_delete_org_membership)Remove a membership from an organization. This action is irreversible — confirm with the user before proceeding. 2 params ▾ Remove a membership from an organization. This action is irreversible — confirm with the user before proceeding. Name Type Required Description `membershipId` integer required Membership ID. Use get\_org\_memberships to find this. `orgId` integer required Organization ID. Use get\_me to obtain your organizationId — never guess. `calmcp_delete_schedule` [# ](#calmcp_delete_schedule)Delete a schedule by its numeric ID. This action is irreversible — confirm with the user before proceeding. 1 param ▾ Delete a schedule by its numeric ID. This action is irreversible — confirm with the user before proceeding. Name Type Required Description `scheduleId` integer required Schedule ID `calmcp_get_availability` [# ](#calmcp_get_availability)Get available time slots for a host. You MUST provide at least one identifier: (1) eventTypeId, (2) eventTypeSlug + username, (3) eventTypeSlug + teamSlug, or (4) usernames (comma-separated, min 2, for dynamic events). 'username' is the host whose availability you are checking. Start/end must be in UTC ISO 8601. 12 params ▾ Get available time slots for a host. You MUST provide at least one identifier: (1) eventTypeId, (2) eventTypeSlug + username, (3) eventTypeSlug + teamSlug, or (4) usernames (comma-separated, min 2, for dynamic events). 'username' is the host whose availability you are checking. Start/end must be in UTC ISO 8601. Name Type Required Description `end` string required Range end in UTC, ISO 8601 (e.g. '2024-08-14' or '2024-08-14T18:00:00Z') `start` string required Range start in UTC, ISO 8601 (e.g. '2024-08-13' or '2024-08-13T09:00:00Z') `bookingUidToReschedule` string optional Booking UID being rescheduled — ensures original time appears in available slots `duration` integer optional Desired slot duration in minutes (for variable-duration or dynamic events, defaults to 30) `eventTypeId` integer optional Event type ID. Use this OR (eventTypeSlug + username) OR (eventTypeSlug + teamSlug). `eventTypeSlug` string optional Event type slug. Must be combined with username (individual) or teamSlug (team). `format` string optional Response format: 'range' (start+end) or 'time' (start only) `organizationSlug` string optional Organization slug, needed when the user/team is within an organization. `teamSlug` string optional Team slug. Required with eventTypeSlug for team event types. `timeZone` string optional IANA time zone for returned slots (e.g. America/New\_York). Defaults to UTC. `username` string optional Username of the host whose availability you are checking. Required with eventTypeSlug for individual event types. `usernames` string optional Comma-separated or array of usernames for dynamic events (min 2). organizationSlug is needed only if users belong to an org. `calmcp_get_booking` [# ](#calmcp_get_booking)Get a specific booking by its UID (use get\_bookings to find UIDs). Returns full details including attendees, location, and metadata. 1 param ▾ Get a specific booking by its UID (use get\_bookings to find UIDs). Returns full details including attendees, location, and metadata. Name Type Required Description `bookingUid` string required Booking UID `calmcp_get_booking_attendee` [# ](#calmcp_get_booking_attendee)Get a specific attendee by their numeric ID within a booking. Use get\_booking\_attendees to find attendee IDs. 2 params ▾ Get a specific attendee by their numeric ID within a booking. Use get\_booking\_attendees to find attendee IDs. Name Type Required Description `attendeeId` integer required Attendee ID. Use get\_booking\_attendees to find this. `bookingUid` string required Booking UID `calmcp_get_booking_attendees` [# ](#calmcp_get_booking_attendees)Get all attendees for a booking by its UID. 1 param ▾ Get all attendees for a booking by its UID. Name Type Required Description `bookingUid` string required Booking UID `calmcp_get_bookings` [# ](#calmcp_get_bookings)List bookings with pagination (default 100, max 250 per page — use take/skip for more). Supports filtering by status (upcoming, recurring, past, cancelled, unconfirmed), attendee email/name, event type, team, date ranges (afterStart, beforeEnd), and sorting (sortStart, sortEnd, sortCreated). 20 params ▾ List bookings with pagination (default 100, max 250 per page — use take/skip for more). Supports filtering by status (upcoming, recurring, past, cancelled, unconfirmed), attendee email/name, event type, team, date ranges (afterStart, beforeEnd), and sorting (sortStart, sortEnd, sortCreated). Name Type Required Description `afterCreatedAt` string optional Filter bookings created after this ISO 8601 date `afterStart` string optional Filter bookings starting after this ISO 8601 date `afterUpdatedAt` string optional Filter bookings updated after this ISO 8601 date `attendeeEmail` string optional Filter by attendee email `attendeeName` string optional Filter by attendee name `beforeCreatedAt` string optional Filter bookings created before this ISO 8601 date `beforeEnd` string optional Filter bookings ending before this ISO 8601 date `beforeUpdatedAt` string optional Filter bookings updated before this ISO 8601 date `bookingUid` string optional Filter by booking UID `eventTypeId` integer optional Filter by event type ID `eventTypeIds` string optional Comma-separated event type IDs (e.g. '100,200') `skip` integer optional Results to skip (offset) `sortCreated` string optional Sort by creation time `sortEnd` string optional Sort by end time `sortStart` string optional Sort by start time `sortUpdatedAt` string optional Sort by updated time `status` string optional Comma-separated statuses: upcoming, recurring, past, cancelled, unconfirmed `take` integer optional Max results to return (default 100, max 250) `teamId` integer optional Filter by team ID `teamsIds` string optional Comma-separated team IDs (e.g. '50,60') `calmcp_get_busy_times` [# ](#calmcp_get_busy_times)Get busy/blocked time blocks from a connected calendar (e.g. Google Calendar) between two dates. Returns a list of time ranges when the user is unavailable. Required: dateFrom, dateTo (YYYY-MM-DD), credentialId, and externalId. WORKFLOW: (1) Call get\_connected\_calendars first to get the real credentialId (number) and externalId (e.g. email) for the calendar — NEVER guess or fabricate these. (2) Provide dateFrom and dateTo as YYYY-MM-DD strings. (3) Optionally pass timeZone (IANA, e.g. 'America/New\_York') to localise the results. 6 params ▾ Get busy/blocked time blocks from a connected calendar (e.g. Google Calendar) between two dates. Returns a list of time ranges when the user is unavailable. Required: dateFrom, dateTo (YYYY-MM-DD), credentialId, and externalId. WORKFLOW: (1) Call get\_connected\_calendars first to get the real credentialId (number) and externalId (e.g. email) for the calendar — NEVER guess or fabricate these. (2) Provide dateFrom and dateTo as YYYY-MM-DD strings. (3) Optionally pass timeZone (IANA, e.g. 'America/New\_York') to localise the results. Name Type Required Description `credentialId` number required The credential ID of the calendar integration. Use get\_connected\_calendars to obtain this — never guess. `dateFrom` string required Start date for the query (e.g. '2024-08-13'). Required. `dateTo` string required End date for the query (e.g. '2024-08-14'). Required. `externalId` string required The external calendar ID (e.g. the email address for Google Calendar). Use get\_connected\_calendars to obtain this — never guess. `loggedInUsersTz` string optional IANA time zone of the logged-in user (e.g. 'America/New\_York'). Used to interpret date boundaries. `timeZone` string optional IANA time zone for the query (e.g. 'America/New\_York'). Defaults to UTC. `calmcp_get_conferencing_apps` [# ](#calmcp_get_conferencing_apps)List all conferencing applications connected to the authenticated user's account (e.g. Zoom, Google Meet, Cal Video). 0 params ▾ List all conferencing applications connected to the authenticated user's account (e.g. Zoom, Google Meet, Cal Video). `calmcp_get_connected_calendars` [# ](#calmcp_get_connected_calendars)List all calendar integrations connected to the authenticated user's account. Returns each calendar's credentialId and externalId, which are required by get\_busy\_times. Also shows the user's destination calendar. 0 params ▾ List all calendar integrations connected to the authenticated user's account. Returns each calendar's credentialId and externalId, which are required by get\_busy\_times. Also shows the user's destination calendar. `calmcp_get_default_schedule` [# ](#calmcp_get_default_schedule)Get the authenticated user's default schedule. 0 params ▾ Get the authenticated user's default schedule. `calmcp_get_event_type` [# ](#calmcp_get_event_type)Get a specific event type by its numeric ID (use get\_event\_types to find IDs). Returns full details including locations, booking fields, and schedule. 1 param ▾ Get a specific event type by its numeric ID (use get\_event\_types to find IDs). Returns full details including locations, booking fields, and schedule. Name Type Required Description `eventTypeId` integer required Event type ID. Use get\_event\_types to find this. `calmcp_get_event_types` [# ](#calmcp_get_event_types)List event types. Without parameters returns all event types for the authenticated user. Pass 'username' to list another user's event types, or username + eventSlug for a specific one. Use usernames (comma-separated) for dynamic group event types. 6 params ▾ List event types. Without parameters returns all event types for the authenticated user. Pass 'username' to list another user's event types, or username + eventSlug for a specific one. Use usernames (comma-separated) for dynamic group event types. Name Type Required Description `eventSlug` string optional Slug of a specific event type to return. Must be used together with username. `orgId` number optional Organization ID to filter by (alternative to orgSlug). `orgSlug` string optional Organization slug to filter by. `sortCreatedAt` string optional Sort event types by creation date. `username` string optional Username of the person whose event types you want to list. Omit to list the authenticated user's event types. `usernames` string optional Comma-separated usernames for fetching a dynamic group event type (e.g. 'alice,bob'). `calmcp_get_me` [# ](#calmcp_get_me)Get the authenticated user's profile including username, email, time zone, default schedule, and organizationId. Call this first when you need the user's own details (email, username, organizationId) for other tools. 0 params ▾ Get the authenticated user's profile including username, email, time zone, default schedule, and organizationId. Call this first when you need the user's own details (email, username, organizationId) for other tools. `calmcp_get_org_membership` [# ](#calmcp_get_org_membership)Get a specific organization membership by its numeric ID. 2 params ▾ Get a specific organization membership by its numeric ID. Name Type Required Description `membershipId` integer required Membership ID. Use get\_org\_memberships to find this. `orgId` integer required Organization ID. Use get\_me to obtain your organizationId — never guess. `calmcp_get_org_memberships` [# ](#calmcp_get_org_memberships)List all memberships in an organization. Supports pagination with take/skip. 3 params ▾ List all memberships in an organization. Supports pagination with take/skip. Name Type Required Description `orgId` integer required Organization ID. Use get\_me to obtain your organizationId — never guess. `skip` number optional Results to skip (offset) `take` number optional Max results to return `calmcp_get_org_routing_form_responses` [# ](#calmcp_get_org_routing_form_responses)Get responses for a specific routing form. Supports filtering by date ranges, routed booking UID, and sorting. 11 params ▾ Get responses for a specific routing form. Supports filtering by date ranges, routed booking UID, and sorting. Name Type Required Description `orgId` integer required Organization ID. Use get\_me to obtain your organizationId — never guess. `routingFormId` string required Routing form ID. Use get\_org\_routing\_forms to find this — never guess. `afterCreatedAt` string optional Created after (ISO 8601) `afterUpdatedAt` string optional Updated after (ISO 8601) `beforeCreatedAt` string optional Created before (ISO 8601) `beforeUpdatedAt` string optional Updated before (ISO 8601) `routedToBookingUid` string optional Filter by routed booking UID `skip` number optional Results to skip `sortCreatedAt` string optional Sort by created `sortUpdatedAt` string optional Sort by updated `take` number optional Max results `calmcp_get_org_routing_forms` [# ](#calmcp_get_org_routing_forms)List routing forms for an organization. Supports filtering by team IDs, date ranges, routed booking UID, and sorting. 11 params ▾ List routing forms for an organization. Supports filtering by team IDs, date ranges, routed booking UID, and sorting. Name Type Required Description `orgId` integer required Organization ID. Use get\_me to obtain your organizationId — never guess. `afterCreatedAt` string optional Created after (ISO 8601) `afterUpdatedAt` string optional Updated after (ISO 8601) `beforeCreatedAt` string optional Created before (ISO 8601) `beforeUpdatedAt` string optional Updated before (ISO 8601) `routedToBookingUid` string optional Filter by routed booking UID `skip` number optional Results to skip `sortCreatedAt` string optional Sort by created `sortUpdatedAt` string optional Sort by updated `take` number optional Max results `teamIds` array optional Filter by team IDs `calmcp_get_schedule` [# ](#calmcp_get_schedule)Get a specific schedule by its numeric ID. Returns availability slots and overrides. 1 param ▾ Get a specific schedule by its numeric ID. Returns availability slots and overrides. Name Type Required Description `scheduleId` integer required Schedule ID `calmcp_get_schedules` [# ](#calmcp_get_schedules)List all schedules for the authenticated user. 0 params ▾ List all schedules for the authenticated user. `calmcp_mark_booking_absent` [# ](#calmcp_mark_booking_absent)Mark host or attendees as absent for a past booking. Set host=true if the host was absent. Use get\_booking\_attendees to look up real attendee emails before calling this. 3 params ▾ Mark host or attendees as absent for a past booking. Set host=true if the host was absent. Use get\_booking\_attendees to look up real attendee emails before calling this. Name Type Required Description `bookingUid` string required Booking UID `attendees` array optional Attendees with absent status. Use real attendee emails from the booking. `host` boolean optional Whether the host was absent `calmcp_reschedule_booking` [# ](#calmcp_reschedule_booking)Reschedule a booking to a new time. WORKFLOW: (1) Call get\_availability to find open slots — NEVER pick a new time without checking availability first. (2) The new start time must be in UTC ISO 8601. rescheduledBy is only needed for confirmation-required bookings — use the event owner's email (from get\_me) for auto-confirmation. Never fabricate emails. 4 params ▾ Reschedule a booking to a new time. WORKFLOW: (1) Call get\_availability to find open slots — NEVER pick a new time without checking availability first. (2) The new start time must be in UTC ISO 8601. rescheduledBy is only needed for confirmation-required bookings — use the event owner's email (from get\_me) for auto-confirmation. Never fabricate emails. Name Type Required Description `bookingUid` string required Booking UID `start` string required New start time in UTC, ISO 8601 (e.g. 2024-08-13T09:00:00Z) `rescheduledBy` string optional Only needed when rescheduling a booking that requires confirmation. If the event owner's email is provided, the rescheduled booking is auto-confirmed; otherwise the owner must confirm. Use get\_me to get the authenticated user's email — never fabricate. `reschedulingReason` string optional Reason for rescheduling `calmcp_update_event_type` [# ](#calmcp_update_event_type)Update an existing event type by ID (use get\_event\_types to find IDs). Any provided field replaces the current value. Array fields (locations, bookingFields) replace entirely — fetch the current event type first with get\_event\_type to avoid losing existing values. 28 params ▾ Update an existing event type by ID (use get\_event\_types to find IDs). Any provided field replaces the current value. Array fields (locations, bookingFields) replace entirely — fetch the current event type first with get\_event\_type to avoid losing existing values. Name Type Required Description `eventTypeId` integer required Event type ID to update. Use get\_event\_types to find this. `afterEventBuffer` integer optional Minutes blocked on calendar after the meeting. `beforeEventBuffer` integer optional Minutes blocked on calendar before the meeting. `bookingFields` array optional Updated booking fields array. Replaces ALL existing booking fields. To modify fields, first fetch the current event type with get\_event\_type, then include all desired fields here. `bookingLimitsCount` object optional Limit how many times this event can be booked per period (e.g. {day: 2, week: 5}). `bookingWindow` object optional Limit how far in the future this event can be booked. `confirmationPolicy` object optional Manual confirmation policy settings. `customName` string optional Custom event name template. `description` string optional New description `destinationCalendar` object optional Which external calendar new bookings are added to. `disableGuests` boolean optional If true, bookers cannot add guest emails. `hidden` boolean optional Whether the event type is hidden. `hideCalendarNotes` boolean optional Hide calendar notes. `lengthInMinutes` integer optional New duration in minutes `lengthInMinutesOptions` array optional Multiple duration options the attendee can choose from (e.g. \[15, 30, 60]). If provided, the booker picks their preferred duration. `locations` array optional Updated locations array. Replaces all existing locations. `lockTimeZoneToggleOnBookingPage` boolean optional Lock timezone on booking page. `minimumBookingNotice` integer optional Minimum minutes before event that a booking can be made. `offsetStart` integer optional Offset timeslots by specified minutes. `onlyShowFirstAvailableSlot` boolean optional Show only the earliest available slot per day. `recurrence` object optional Recurrence settings (e.g. {frequency: 'weekly', interval: 1, occurrences: 12}). `requiresBookerEmailVerification` boolean optional Whether booker must verify their email. `scheduleId` integer optional Schedule ID to use instead of default. Use get\_schedules to find schedule IDs. `seats` object optional Seated event settings. `slotInterval` integer optional Length of each slot in minutes. `slug` string optional New URL-friendly slug `successRedirectUrl` string optional Redirect URL after successful booking. `title` string optional New title `calmcp_update_me` [# ](#calmcp_update_me)Update the authenticated user's profile. Supports name, email, bio, time zone, week start, time format, default schedule, locale, avatar URL, and custom metadata. 10 params ▾ Update the authenticated user's profile. Supports name, email, bio, time zone, week start, time format, default schedule, locale, avatar URL, and custom metadata. Name Type Required Description `avatarUrl` string optional URL of the user's avatar image `bio` string optional Short biography or description `defaultScheduleId` integer optional ID of the default schedule to use for event types `email` string optional Email address `locale` string optional Locale / language code (e.g. 'en', 'fr', 'de') `metadata` object optional Custom metadata key-value pairs (max 50 keys, keys ≤40 chars, string values ≤500 chars) `name` string optional Display name `timeFormat` integer optional Time format: 12 or 24 `timeZone` string optional IANA time zone (e.g. America/New\_York) `weekStart` string optional Week start day (e.g. Monday, Sunday) `calmcp_update_org_membership` [# ](#calmcp_update_org_membership)Update an organization membership. Can change role, accepted status, or impersonation settings. 5 params ▾ Update an organization membership. Can change role, accepted status, or impersonation settings. Name Type Required Description `membershipId` integer required Membership ID. Use get\_org\_memberships to find this. `orgId` integer required Organization ID. Use get\_me to obtain your organizationId — never guess. `accepted` boolean optional Whether accepted `disableImpersonation` boolean optional Disable impersonation `role` string optional New role `calmcp_update_schedule` [# ](#calmcp_update_schedule)Update an existing schedule. Array fields (availability, overrides) replace all existing entries. 6 params ▾ Update an existing schedule. Array fields (availability, overrides) replace all existing entries. Name Type Required Description `scheduleId` integer required Schedule ID `availability` array optional New availability slots. Replaces all existing slots. `isDefault` boolean optional Set as the user's default schedule. `name` string optional New name `overrides` array optional Date-specific overrides. Replaces all existing overrides. `timeZone` string optional New IANA time zone --- # DOCUMENT BOUNDARY --- # Candid MCP connector > Connect to Candid MCP. Search nonprofit organizations, explore philanthropic data, and classify social sector activities using Candid's knowledge base. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'candidmcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Candid MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'candidmcp_search_organizations', 25 toolInput: { query: 'YOUR_QUERY' }, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "candidmcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Candid MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={"query":"YOUR_QUERY"}, 27 tool_name="candidmcp_search_organizations", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Terms taxonomy** — Classify text using Candid’s Philanthropy Classification System (PCS) taxonomy to get subject and population codes * **Search organizations** — Search Candid’s database for nonprofits and grantmaking organizations by name, mission, location, or type of work * **Resources knowledge** — Search Candid’s knowledge base for articles, blog posts, research reports, and training content about the social and philanthropic sector * **Organizations identify mentioned** — Resolve nonprofit names mentioned in text to Candid profile URLs * **Locations identify** — Detect and resolve geographic names in text to Geonames IDs for use in organization search filters * **Date current** — Get today’s date for use in time-sensitive queries and data requests ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `candidmcp_current_date` [# ](#candidmcp_current_date)Get today's date for use in time-sensitive queries and data requests. 0 params ▾ Get today's date for use in time-sensitive queries and data requests. `candidmcp_identify_locations` [# ](#candidmcp_identify_locations)Detect and resolve geographic names in text to Geonames IDs for use in organization search filters. 1 param ▾ Detect and resolve geographic names in text to Geonames IDs for use in organization search filters. Name Type Required Description `text` string required No description. `candidmcp_identify_mentioned_organizations` [# ](#candidmcp_identify_mentioned_organizations)Resolve nonprofit names mentioned in text to Candid profile URLs. 1 param ▾ Resolve nonprofit names mentioned in text to Candid profile URLs. Name Type Required Description `organizations` array required No description. `candidmcp_knowledge_resources` [# ](#candidmcp_knowledge_resources)Search Candid's knowledge base for articles, blog posts, research reports, and training content about the social and philanthropic sector. 3 params ▾ Search Candid's knowledge base for articles, blog posts, research reports, and training content about the social and philanthropic sector. Name Type Required Description `query` string required No description. `sources` array required No description. `news_days_ago` integer optional No description. `candidmcp_search_organizations` [# ](#candidmcp_search_organizations)Search Candid's database for nonprofits and grantmaking organizations by name, mission, location, or type of work. 9 params ▾ Search Candid's database for nonprofits and grantmaking organizations by name, mission, location, or type of work. Name Type Required Description `query` string required No description. `geonameids_of_geographies_served` string optional No description. `geonameids_of_organization_location` string optional No description. `leader_demographics` string optional No description. `located_admin1` string optional No description. `located_postal_code` string optional No description. `org_seal_status` string optional No description. `populations_served_codes` string optional No description. `subject_codes` string optional No description. `candidmcp_taxonomy_terms` [# ](#candidmcp_taxonomy_terms)Classify text using Candid's Philanthropy Classification System (PCS) taxonomy to get subject and population codes. 1 param ▾ Classify text using Candid's Philanthropy Classification System (PCS) taxonomy to get subject and population codes. Name Type Required Description `text` string required No description. --- # DOCUMENT BOUNDARY --- # Carbone.io MCP connector > Connect to Carbone.io MCP. Upload templates, render documents by merging templates with JSON data, convert between 100+ formats, and manage template... 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'carboneiomcp' 12 const identifier = 'user_123' 13 14 // Make your first call 15 const result = await actions.executeTool({ 16 connector, 17 identifier, 18 toolName: 'carboneiomcp_get_api_status', 19 toolInput: {}, 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "carboneiomcp" 14 identifier = "user_123" 15 16 # Make your first call 17 result = actions.execute_tool( 18 tool_input={}, 19 tool_name="carboneiomcp_get_api_status", 20 connection_name=connection_name, 21 identifier=identifier, 22 ) 23 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Template upload, download** — Upload and store a reusable Carbone template for use with render\_document * **Update template metadata** — Update a stored template’s name, comment, category, tags, or deployment timestamps * **Document render, convert** — Generate a document by merging a Carbone template with JSON data, optionally converting the output format * **List templates, tags, categories** — List stored Carbone templates with optional filtering by category, tag, ID, or search query * **Get capabilities, api status** — Return a summary of all Carbone capabilities including supported formats, features, and usage examples * **Delete template** — Soft-delete a stored Carbone template by its template ID ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `carboneiomcp_convert_document` [# ](#carboneiomcp_convert_document)Convert a document to another format without storing a template. Supports 100+ input/output format combinations. 3 params ▾ Convert a document to another format without storing a template. Supports 100+ input/output format combinations. Name Type Required Description `convertTo` string required Target output format. Documents : "pdf", "docx", "xlsx", "pptx", "odt", "ods", "odp", "odg", "rtf", "epub". Web/text : "html", "xhtml", "txt", "csv", "md", "xml", "idml". Images : "png", "jpg", "jpeg", "webp", "svg", "tiff", "bmp", "gif". Archive : "zip" (batch output). Simple usage: "pdf". Advanced usage: { "formatName": "pdf", "formatOptions": { "EncryptFile": true, "DocumentOpenPassword": "secret" } }. `file` string required The document to convert. Three input forms are accepted: (1) Local file path — absolute or relative, e.g. "/home/user/report.docx" or "./invoice.xlsx". (2) HTTPS URL — the file is downloaded automatically, e.g. "https\://example.com/file.pptx". (3) Base64-encoded string — the raw file content encoded as base64. Supported input formats include: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, HTML, XHTML, XML, IDML, Markdown (MD), PDF, TXT, CSV, PNG, JPG, SVG, and more. Full conversion matrix: https\://carbone.io/documentation/developer/http-api/generate-reports.html#output-file-type `converter` string optional Converter engine. Only relevant when convertTo is "pdf" (or an image format rasterised from a document). "L" — LibreOffice (default): best all-round engine for DOCX, XLSX, PPTX, ODT, ODS, ODP. "O" — OnlyOffice: highest fidelity rendering for Microsoft Office formats (DOCX, XLSX, PPTX). "C" — Chromium: best for HTML, CSS, JavaScript — full browser rendering. If omitted, LibreOffice is used by default. `carboneiomcp_delete_template` [# ](#carboneiomcp_delete_template)Soft-delete a stored Carbone template by its template ID. 1 param ▾ Soft-delete a stored Carbone template by its template ID. Name Type Required Description `templateId` string required Template ID (64-bit) or Version ID (SHA-256) to delete. Template ID — deletes the template record and all its versions. Version ID — deletes only that specific version, leaving other versions intact. Both formats are returned by upload\_template and list\_templates. `carboneiomcp_download_template` [# ](#carboneiomcp_download_template)Download the original source file (DOCX, XLSX, PPTX, etc.) of a stored Carbone template. 1 param ▾ Download the original source file (DOCX, XLSX, PPTX, etc.) of a stored Carbone template. Name Type Required Description `templateId` string required Template ID (64-bit) or Version ID (SHA-256) to download. Template ID — downloads the currently deployed version of the template. Version ID — downloads that exact version regardless of deployment status. Both formats are returned by upload\_template and list\_templates. `carboneiomcp_get_api_status` [# ](#carboneiomcp_get_api_status)Check the Carbone API health and return the current API version and status. 0 params ▾ Check the Carbone API health and return the current API version and status. `carboneiomcp_get_capabilities` [# ](#carboneiomcp_get_capabilities)Return a summary of all Carbone capabilities including supported formats, features, and usage examples. 0 params ▾ Return a summary of all Carbone capabilities including supported formats, features, and usage examples. `carboneiomcp_list_categories` [# ](#carboneiomcp_list_categories)List all template categories currently in use in your Carbone account. 0 params ▾ List all template categories currently in use in your Carbone account. `carboneiomcp_list_tags` [# ](#carboneiomcp_list_tags)List all tags currently used across templates in your Carbone account. 0 params ▾ List all tags currently used across templates in your Carbone account. `carboneiomcp_list_templates` [# ](#carboneiomcp_list_templates)List stored Carbone templates with optional filtering by category, tag, ID, or search query. 8 params ▾ List stored Carbone templates with optional filtering by category, tag, ID, or search query. Name Type Required Description `category` string optional Filter by category (e.g. "invoices", "legal"). `cursor` string optional Pagination cursor from the previous response nextCursor field. Use to fetch the next page. `id` string optional Filter by Template ID (64-bit format). Cannot be a Version ID. `includeVersions` boolean optional If true, returns all versions for each template. Default: false (only deployed version). `limit` integer optional Maximum number of results to return (default: 100). `origin` integer optional Filter by upload origin. 0 = uploaded via API, 1 = uploaded via Carbone Studio. `search` string optional Fuzzy search in template names, or exact match on Template ID / Version ID. `versionId` string optional Filter by Version ID (SHA-256 format). `carboneiomcp_render_document` [# ](#carboneiomcp_render_document)Generate a document by merging a Carbone template with JSON data, optionally converting the output format. 21 params ▾ Generate a document by merging a Carbone template with JSON data, optionally converting the output format. Name Type Required Description `data` object required JSON data merged into the template. Access fields with {d.fieldName} tags. Nested objects: {d.customer.name}. Array loops: {d.items\[i].description} … {d.items\[i+1]}. Conditionals: {d.status == "active" ? "Yes" : "No"}. For pure document conversion without data injection, pass {}. `batchOutput` string optional Container format for the batch result. Use "zip" to receive all generated documents as a single ZIP archive. Must be used together with batchSplitBy. `batchReportName` string optional Filename pattern for each individual document inside the batch ZIP. Supports Carbone tags. Tags are resolved against the item's data (relative path) or the full dataset (absolute path). Examples: "invoice-{d.id}.pdf", "{d.client.name}-{d.date}.docx". Must be used together with batchSplitBy. `batchSplitBy` string optional JSON path to the array in your data that drives batch generation. One document is generated per element of the array; all documents are bundled together. Use batchOutput: "zip" to receive a single ZIP archive. Use batchReportName to customise each filename inside the ZIP. Example: "d.invoices" — produces one PDF per item in data.invoices. Example: "d.employees" — produces one contract per employee. `complement` object optional Extra data object accessible in templates with {c.field} tags (as opposed to {d.field} for main data). Useful for static or shared values that should not be mixed into the main dataset: company info, logo URLs, footer text, configuration constants. Example: { "company": "Acme Corp", "address": "123 Main St", "vatNumber": "FR12345" } `converter` string optional Converter engine. Only relevant when convertTo is "pdf" (or an image rasterised from a document). "L" — LibreOffice (default): best all-round engine for DOCX, XLSX, PPTX, ODT, ODS, ODP. "O" — OnlyOffice: highest fidelity for Microsoft Office formats (DOCX, XLSX, PPTX). "C" — Chromium: best for HTML/CSS/JS templates — full browser rendering. If omitted, LibreOffice is used by default. `convertTo` string optional Output format. If omitted, the output matches the template format. Documents : "pdf", "docx", "xlsx", "pptx", "odt", "ods", "odp", "odg", "rtf", "epub". Web/text : "html", "xhtml", "txt", "csv", "md", "xml", "idml". Images : "png", "jpg", "jpeg", "webp", "svg", "tiff", "bmp", "gif". Archive : "zip" (use with batchSplitBy for batch output). Simple usage: "pdf". Advanced usage: { "formatName": "pdf", "formatOptions": { ... } } for PDF-specific options. `currencyRates` object optional Exchange rate table used by :formatC for currency conversion. Keys are ISO 4217 currency codes; values are rates relative to a common base. The base currency should have rate 1. Example: { "EUR": 1, "USD": 1.08, "GBP": 0.86, "JPY": 160.5 }. `currencySource` string optional ISO 4217 currency code of the monetary amounts in the JSON data. Used by the :formatC formatter as the conversion source. Must be set together with currencyTarget and currencyRates. Example: "EUR" if all prices in your data are in euros. `currencyTarget` string optional ISO 4217 currency code of the output document. The :formatC formatter converts amounts from currencySource to this currency using currencyRates. Must be set together with currencySource and currencyRates. Example: "USD" to display prices in US dollars. Documentation: https\://carbone.io/documentation.html#formatc-precisionorformat- `enum` object optional Enumeration map used with the :convEnum(TYPE) formatter to translate code values into human-readable labels. Define one key per enum type; each value is an object mapping code → label. Example: { "STATUS": { "1": "Active", "2": "Inactive", "3": "Pending" }, "ROLE": { "A": "Admin", "U": "User" } }. Template usage: {d.status:convEnum(STATUS)}, {d.role:convEnum(ROLE)}. Documentation: https\://carbone.io/documentation.html#convenum-type- `hardRefresh` boolean optional If true, Carbone recomputes pagination and refreshes the table of contents after rendering. Requires convertTo to be defined. Use this for DOCX/ODT templates that contain a TOC field or cross-references that need updating after data injection. `lang` string optional Locale of the generated document. Affects three things: (1) {t(key)} translation tags — selects the matching translation from the translations map. (2) :formatN number formatter — applies locale-specific thousand/decimal separators. (3) :formatC currency formatter — applies locale-specific currency symbols and formatting. Format: BCP-47 lowercase, e.g. "fr-fr", "en-us", "de-de", "es-es", "pt-br", "zh-cn", "ja-jp". Full list: https\://github.com/carboneio/carbone/blob/master/formatters/\_locale.js `reportName` string optional Filename for the generated document, returned in the Content-Disposition header. Supports Carbone tags resolved against the data at render time. Examples: "invoice.pdf" (static), "{d.type}-{d.id}.pdf" (dynamic), "{d.client}-{d.date:formatD(YYYY-MM)}.docx". `template` string optional Inline template for one-shot render without storing a template first. Accepts a local file path (e.g. /home/user/invoice.docx), a URL (https\://example.com/template.docx), or a base64-encoded string. The template is uploaded and rendered in a single API request — no Template ID is returned. Use this for ephemeral renders; use upload\_template + templateId when you need to reuse the template. Supported formats: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, HTML, XHTML, IDML, XML, Markdown (MD), PDF, and more. Mutually exclusive with templateId — provide exactly one, never both. `templateId` string optional The ID of a previously uploaded template to render. Two ID formats are accepted: (1) Template ID (64-bit) — stable identifier shared across versions; Carbone automatically uses the deployed version. (2) Version ID (SHA-256) — pins rendering to a specific version regardless of deployment status. Both are returned by upload\_template. Mutually exclusive with template — provide exactly one, never both. `timezone` string optional IANA timezone used to convert dates in the rendered document. Default: "Europe/Paris". Applied when templates use the :formatD formatter, e.g. {d.date:formatD(YYYY-MM-DD HH:mm)}. Common values: "UTC", "America/New\_York", "America/Los\_Angeles", "Europe/London", "Europe/Paris", "Europe/Berlin", "Asia/Tokyo", "Asia/Shanghai", "Australia/Sydney". Full list (TZ identifier column): https\://en.wikipedia.org/wiki/List\_of\_tz\_database\_time\_zones `translations` object optional Translation map for multilingual documents. Requires "lang" to be set to select the active locale. Top-level keys are BCP-47 locale codes; values are key → translated-string maps. Template usage: {t(greeting)} is replaced by the matching string for the active locale. Example: { "fr-fr": { "greeting": "Bonjour", "total": "Total" }, "en-us": { "greeting": "Hello", "total": "Total" } }. Documentation: https\://carbone.io/documentation.html#translations `variableStr` string optional Carbone alias expressions evaluated once before rendering, available everywhere in the template. Used to pre-compute reusable values or shorten repetitive paths. Syntax: "{#aliasName = expression}". Example: "{#fullName = d.firstName + \\" \\" + d.lastName}{#total = d.price \* d.qty}". Aliases are then used in the template as {#fullName}, {#total}. Documentation: https\://carbone.io/documentation.html#alias `webhookHeaders` object optional Custom headers Carbone will include when POSTing to your webhookUrl. Pass plain header names as keys — the prefix "carbone-webhook-header-" is added automatically before sending to Carbone, and Carbone forwards the original header names to your webhook endpoint. Example: { "authorization": "my-secret", "custom-id": "12345", "custom-name": "Jane Doe" } — Carbone will call your URL with headers: authorization: my-secret, custom-id: 12345, custom-name: Jane Doe. Requires webhookUrl to be set. `webhookUrl` string optional Webhook URL to enable asynchronous rendering. When provided, Carbone returns immediately and POSTs { "success": true, "data": { "renderId": "..." } } to this URL when the document is ready. The default render timeout is extended to 5 minutes on Carbone Cloud (vs 60 s for synchronous requests). Download the document with GET /render/:renderId once the webhook is received. Required when using batchSplitBy (batch generation is always asynchronous). Example: "https\://your-server.com/carbone-webhook". `carboneiomcp_update_template_metadata` [# ](#carboneiomcp_update_template_metadata)Update a stored template's name, comment, category, tags, or deployment timestamps. 7 params ▾ Update a stored template's name, comment, category, tags, or deployment timestamps. Name Type Required Description `templateId` string required Template ID (64-bit) or Version ID (SHA-256) to update. Using a Template ID updates the metadata shared by all versions. Using a Version ID updates only that specific version. `category` string optional New category. `comment` string optional New free-text comment. `deployedAt` integer optional Unix timestamp (seconds) to set as the deployment time for this version. Carbone picks the version with the most recent deployedAt when rendering. Use 42000000000 to deploy immediately (special "NOW" value). `expireAt` integer optional Unix timestamp (seconds) at which this template will be automatically deleted. Use 42000000000 to delete immediately. `name` string optional New display name. `tags` array optional New list of tags — replaces existing tags entirely. `carboneiomcp_upload_template` [# ](#carboneiomcp_upload_template)Upload and store a reusable Carbone template for use with render\_document. 10 params ▾ Upload and store a reusable Carbone template for use with render\_document. Name Type Required Description `name` string required Display name for the template (e.g. "Invoice Template", "NDA Contract"). `template` string required The template file. Accepts a local file path (e.g. /home/user/invoice.docx), a URL (https\://example.com/template.docx), or a base64-encoded string. Supported formats: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, HTML, XHTML, IDML, XML, Markdown (MD), PDF, and more. Full list: https\://carbone.io/documentation/developer/http-api/generate-reports.html#output-file-type `category` string optional Group templates into folders/categories (e.g. "invoices", "legal", "hr"). `comment` string optional Free-text comment to describe the template version or its purpose. `deployedAt` integer optional UTC Unix timestamp (seconds) to set as the deployment time for this version. Carbone uses the version with the most recent deployedAt when rendering via Template ID. Use 42000000000 to deploy immediately (special "NOW" sentinel value). `expireAt` integer optional UTC Unix timestamp (seconds) at which this template will be automatically deleted. Use 42000000000 to delete immediately (special "NOW" sentinel value). `id` string optional Existing Template ID (64-bit format) to add this upload to its version history. If omitted, a new Template ID is generated. Providing a Version ID (SHA-256) is not allowed and will cause an error. `sample` array optional Sample input data attached to the template for testing in Carbone Studio. Each item must include data, complement, translations, and enum objects. `tags` array optional Tags for searchability and filtering (e.g. \["sales", "billing", "v2"]). `versioning` boolean optional Enable template versioning (default: true). When true, a stable Template ID is generated and multiple versions can be managed under it. When false, behaves as legacy mode and returns only a templateId (SHA-256 hash). --- # DOCUMENT BOUNDARY --- # Carta MCP connector > Connect to Carta. Manage equity cap tables, fund administration, company accounts, and ownership data for venture-backed companies. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'cartamcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Carta MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'cartamcp_get_current_user', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "cartamcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Carta MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="cartamcp_get_current_user", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Welcome records** — Get a welcome message and orientation guide from Carta MCP * **Static view** — Render an interactive Carta view backed by server-bundled HTML * **Remote view** — Render an interactive Carta view backed by a Module Federation remote * **Context set** — Switch the active firm so subsequent queries use that firm data * **Mutate records** — Execute a write command (POST, PATCH, PUT, DELETE) against Carta * **List contexts, accounts** — List the firms you have access to in Carta Fund Admin ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `cartamcp_cap_table_chart` [# ](#cartamcp_cap_table_chart)Show a visual cap table summary with ownership breakdown by share class. 3 params ▾ Show a visual cap table summary with ownership breakdown by share class. Name Type Required Description `corporation_id` string required Carta corporation ID of the company. `as_of_date` string optional Date to use for the cap table snapshot in YYYY-MM-DD format. `company_name` string optional Name of the company to look up. `cartamcp_discover` [# ](#cartamcp_discover)List available Carta commands or views across all domains. 3 params ▾ List available Carta commands or views across all domains. Name Type Required Description `domain` string optional Carta domain to filter commands by (e.g. equity, fund). `scope` string optional Scope to filter commands by: read, write, or view. `search` string optional Search term to filter results by name or description. `cartamcp_fetch` [# ](#cartamcp_fetch)Execute a named read command against Carta. 2 params ▾ Execute a named read command against Carta. Name Type Required Description `command` string required Fully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands. `params` string optional Parameters dict (e.g. {"corporation\_id": 123}). Pass "raw": true to skip formatting and get the full API response. Not honored on every command — check the command's \`help\` for whether \`raw\` is supported. `cartamcp_get_current_user` [# ](#cartamcp_get_current_user)Get the currently authenticated Carta user profile. 0 params ▾ Get the currently authenticated Carta user profile. `cartamcp_list_accounts` [# ](#cartamcp_list_accounts)List all companies and organizations the current user has access to. 1 param ▾ List all companies and organizations the current user has access to. Name Type Required Description `search` string optional Search term to filter results by name or description. `cartamcp_list_contexts` [# ](#cartamcp_list_contexts)List the firms you have access to in Carta Fund Admin. 3 params ▾ List the firms you have access to in Carta Fund Admin. Name Type Required Description `firm_id` string optional Carta firm ID to switch context to. `firm_name` string optional Name of the firm to filter by. `firm_uuid` string optional UUID of the firm to filter by. `cartamcp_mutate` [# ](#cartamcp_mutate)Execute a write command (POST, PATCH, PUT, DELETE) against Carta. 2 params ▾ Execute a write command (POST, PATCH, PUT, DELETE) against Carta. Name Type Required Description `command` string required Fully qualified Carta command name in domain:verb:noun format. Use Discover to see available commands. `params` string optional Parameters dict (e.g. {"ownerId": 123, "ownerKind": "FIRM", ...}). `cartamcp_set_context` [# ](#cartamcp_set_context)Switch the active firm so subsequent queries use that firm data. 1 param ▾ Switch the active firm so subsequent queries use that firm data. Name Type Required Description `firm_id` string required Carta firm ID to switch context to. `cartamcp_view_remote` [# ](#cartamcp_view_remote)Render an interactive Carta view backed by a Module Federation remote. 2 params ▾ Render an interactive Carta view backed by a Module Federation remote. Name Type Required Description `name` string required Name of the view to render. Use Discover with scope=view to see available views. `params` string optional Parameters dict (e.g. {"corporation\_id": 123}). `cartamcp_view_static` [# ](#cartamcp_view_static)Render an interactive Carta view backed by server-bundled HTML. 2 params ▾ Render an interactive Carta view backed by server-bundled HTML. Name Type Required Description `name` string required Name of the view to render. Use Discover with scope=view to see available views. `params` string optional Parameters dict passed to the view as \`\`window\.mcpViewArgs\`\`. `cartamcp_welcome` [# ](#cartamcp_welcome)Get a welcome message and orientation guide from Carta MCP. 0 params ▾ Get a welcome message and orientation guide from Carta MCP. --- # DOCUMENT BOUNDARY --- # ChiliPiper MCP connector > Connect to ChiliPiper MCP. Schedule meetings, manage routing rules, track distributions, and automate handoffs from your AI agents. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Connect your Chili Piper account [Section titled “Connect your Chili Piper account”](#connect-your-chili-piper-account) Get your API token and create a connected account Register your Chili Piper API token with Scalekit so it stores it securely and injects it into every request. Chili Piper uses bearer token authentication — there is no redirect URI or OAuth flow. 1. ### Get your Chili Piper API token * Sign in to [Chili Piper](https://app.chilipiper.com) and go to **Integrations** in the left sidebar. * Click the **API & Credentials** tab, then select **API Access Tokens**. * Click **Generate Token**, give it a name (e.g., `Agent Auth`), and copy the token value immediately — it is only shown once. ![Chili Piper Integrations → API & Credentials → API Access Tokens page showing the Generate Token button and a list of existing tokens](/.netlify/images?url=_astro%2Fapi-key.959LSYnR.png\&w=3018\&h=1648\&dpl=6a3b904fcb23b100084833a2) Save the token immediately The token value is only shown once when generated. Store it in a secrets manager right away — you cannot retrieve it again from the Chili Piper dashboard. 2. ### Create a connection in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** → **Connections** → **Create Connection**. Find **ChiliPiper MCP** and click **Create**. * Note the **Connection name** — you will use this as `connection_name` in your code (e.g., `chilipipermcp`). * Click **Save**. 3. ### Add a connected account Connected accounts link a specific user identifier in your system to their Chili Piper API token. Add them via the dashboard for testing, or via the Scalekit API in production. **Via dashboard (for testing)** * Open the connection you created and click the **Connected Accounts** tab → **Add account**. * Fill in: * **Your User’s ID** — a unique identifier for this user in your system (e.g., `user_123`) * **Token** — the Chili Piper API token from step 1 * Click **Create Account**. **Via API (for production)** * Node.js ```typescript 1 import { Scalekit } from '@scalekit-sdk/node'; 2 3 const scalekit = new Scalekit( 4 process.env.SCALEKIT_ENV_URL, 5 process.env.SCALEKIT_CLIENT_ID, 6 process.env.SCALEKIT_CLIENT_SECRET, 7 ); 8 9 // Never hard-code credentials — read from secure storage or user input 10 const chilipiperToken = getUserChilipiperToken(); // retrieve from your secure store 11 12 await scalekit.actions.upsertConnectedAccount({ 13 connectionName: 'chilipipermcp', 14 identifier: 'user_123', 15 credentials: { 16 username: chilipiperToken, 17 }, 18 }); ``` * Python ```python 1 import os 2 from scalekit import ScalekitClient 3 4 scalekit_client = ScalekitClient( 5 env_url=os.environ["SCALEKIT_ENV_URL"], 6 client_id=os.environ["SCALEKIT_CLIENT_ID"], 7 client_secret=os.environ["SCALEKIT_CLIENT_SECRET"], 8 ) 9 10 # Never hard-code credentials — read from secure storage or user input 11 chilipiper_token = get_user_chilipiper_token() # retrieve from your secure store 12 13 scalekit_client.actions.upsert_connected_account( 14 connection_name="chilipipermcp", 15 identifier="user_123", 16 credentials={"username": chilipiper_token}, 17 ) ``` Production usage tip In production, call `upsert_connected_account` (Python) / `upsertConnectedAccount` (Node.js) when a user connects their Chili Piper account — for example, on an integrations settings page in your app. 4. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'chilipipermcp' 12 const identifier = 'user_123' 13 14 // Make your first call 15 const result = await actions.executeTool({ 16 connector, 17 identifier, 18 toolName: 'chilipipermcp_concierge-list-routers', 19 toolInput: {}, 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "chilipipermcp" 14 identifier = "user_123" 15 16 # Make your first call 17 result = actions.execute_tool( 18 tool_input={}, 19 tool_name="chilipipermcp_concierge-list-routers", 20 connection_name=connection_name, 21 identifier=identifier, 22 ) 23 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Workspace-remove-users records** — Removes one or more users from a specific workspace * **Workspace-remove-users-all records** — Removes all specified users from every workspace they belong to * **Workspace-list records** — Returns a paginated list of workspaces * **Workspace-list-users records** — Returns a paginated list of users in a workspace * **Workspace-add-users records** — Adds one or more users to a workspace * **User-update-licenses records** — Updates the license assignments for a user, replacing the current license set ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `chilipipermcp_availability-slots` [# ](#chilipipermcp_availability-slots)Returns available meeting slots for any attendee mix (round-robin, manual, team-assigned, additional). 5 params ▾ Returns available meeting slots for any attendee mix (round-robin, manual, team-assigned, additional). Name Type Required Description `attendees` array required No description. `expectedHost` string required No description. `interval` string required No description. `meetingTypeRef` string required No description. `meetingTypeOverride` string optional No description. `chilipipermcp_concierge-list-routers` [# ](#chilipipermcp_concierge-list-routers)Returns all concierge routers in the workspace. 1 param ▾ Returns all concierge routers in the workspace. Name Type Required Description `workspaceId` string optional No description. `chilipipermcp_concierge-logs` [# ](#chilipipermcp_concierge-logs)Returns logs of concierge routing activity for a given time range. 4 params ▾ Returns logs of concierge routing activity for a given time range. Name Type Required Description `end` string required No description. `routerId` string required No description. `start` string required No description. `workspaceId` string required No description. `chilipipermcp_concierge-route` [# ](#chilipipermcp_concierge-route)Executes routing logic without an explicit router slug — the router is resolved from the request body. Identical to concierge-route-by-slug once resolved; optionally returns available slots when interval is provided. 3 params ▾ Executes routing logic without an explicit router slug — the router is resolved from the request body. Identical to concierge-route-by-slug once resolved; optionally returns available slots when interval is provided. Name Type Required Description `form` string required No description. `interval` string optional No description. `options` string optional No description. `chilipipermcp_concierge-route-by-slug` [# ](#chilipipermcp_concierge-route-by-slug)Executes routing logic for a specific router identified by its slug. Optionally returns available slots for scheduling when an interval is provided. 2 params ▾ Executes routing logic for a specific router identified by its slug. Optionally returns available slots for scheduling when an interval is provided. Name Type Required Description `body` string required No description. `routerSlug` string required No description. `chilipipermcp_concierge-schedule` [# ](#chilipipermcp_concierge-schedule)Schedules a meeting through a concierge routing session using the routingId returned by concierge-route or concierge-route-by-slug. 2 params ▾ Schedules a meeting through a concierge routing session using the routingId returned by concierge-route or concierge-route-by-slug. Name Type Required Description `body` string required No description. `routingId` string required No description. `chilipipermcp_crm-activity` [# ](#chilipipermcp_crm-activity)Resolves the ChiliPiper meeting linked to a CRM event ID and returns its admin UI deep-link URL. Accepts 15- or 18-character Salesforce IDs. 1 param ▾ Resolves the ChiliPiper meeting linked to a CRM event ID and returns its admin UI deep-link URL. Accepts 15- or 18-character Salesforce IDs. Name Type Required Description `crmEventId` string required No description. `chilipipermcp_crm-cancel` [# ](#chilipipermcp_crm-cancel)Resolves the ChiliPiper meeting linked to a CRM event ID and permanently cancels it. Irreversible — may email attendees. Accepts 15- or 18-character Salesforce IDs. 1 param ▾ Resolves the ChiliPiper meeting linked to a CRM event ID and permanently cancels it. Irreversible — may email attendees. Accepts 15- or 18-character Salesforce IDs. Name Type Required Description `crmEventId` string required No description. `chilipipermcp_crm-get` [# ](#chilipipermcp_crm-get)Resolves the ChiliPiper meeting linked to a CRM event ID and returns its full record including status, attendees, and scheduled time. Accepts 15- or 18-character Salesforce IDs. 1 param ▾ Resolves the ChiliPiper meeting linked to a CRM event ID and returns its full record including status, attendees, and scheduled time. Accepts 15- or 18-character Salesforce IDs. Name Type Required Description `crmEventId` string required No description. `chilipipermcp_crm-noshow` [# ](#chilipipermcp_crm-noshow)Resolves the ChiliPiper meeting linked to a CRM event ID and marks it as a no-show. Not reversible via API. Accepts 15- or 18-character Salesforce IDs. 1 param ▾ Resolves the ChiliPiper meeting linked to a CRM event ID and marks it as a no-show. Not reversible via API. Accepts 15- or 18-character Salesforce IDs. Name Type Required Description `crmEventId` string required No description. `chilipipermcp_distribution-adjust-v3` [# ](#chilipipermcp_distribution-adjust-v3)Merges adjustments (weights, manual calibration) into an existing distribution and publishes immediately. Uses v3 API — adjustments are additive, not replacements. 2 params ▾ Merges adjustments (weights, manual calibration) into an existing distribution and publishes immediately. Uses v3 API — adjustments are additive, not replacements. Name Type Required Description `body` string required No description. `distributionId` string required No description. `chilipipermcp_distribution-create` [# ](#chilipipermcp_distribution-create)Creates and immediately publishes a new distribution with the specified assignment type, team, and weights. 7 params ▾ Creates and immediately publishes a new distribution with the specified assignment type, team, and weights. Name Type Required Description `assignmentTypeConfig` string required No description. `teamId` string required No description. `workspaceId` string required No description. `capping` string optional No description. `manualCalibration` array optional No description. `name` string optional No description. `weights` array optional No description. `chilipipermcp_distribution-delete` [# ](#chilipipermcp_distribution-delete)Permanently deletes a distribution by its ID. 1 param ▾ Permanently deletes a distribution by its ID. Name Type Required Description `distributionId` string required No description. `chilipipermcp_distribution-list-put` [# ](#chilipipermcp_distribution-list-put)Returns a paginated list of distributions with optional filters. 2 params ▾ Returns a paginated list of distributions with optional filters. Name Type Required Description `pagination` string optional No description. `workspaceIds` array optional No description. `chilipipermcp_distribution-update-v3` [# ](#chilipipermcp_distribution-update-v3)Replaces an existing distribution configuration by its ID and publishes immediately. Uses v3 API. 2 params ▾ Replaces an existing distribution configuration by its ID and publishes immediately. Uses v3 API. Name Type Required Description `body` string required No description. `distributionId` string required No description. `chilipipermcp_handoff-init` [# ](#chilipipermcp_handoff-init)Phase 1 of 2: initializes a handoff flow — launches workspace routers, evaluates assignee availability, and returns routing paths with available slots. Must be followed by handoff-schedule to complete booking. 3 params ▾ Phase 1 of 2: initializes a handoff flow — launches workspace routers, evaluates assignee availability, and returns routing paths with available slots. Must be followed by handoff-schedule to complete booking. Name Type Required Description `body` string required No description. `userId` string required No description. `workspaceId` string required No description. `chilipipermcp_handoff-schedule` [# ](#chilipipermcp_handoff-schedule)Phase 2 of 2: completes a handoff by booking a meeting on a chosen path and slot. Creates calendar events, sends confirmations, and requires the routingId and pathId returned by handoff-init. 5 params ▾ Phase 2 of 2: completes a handoff by booking a meeting on a chosen path and slot. Creates calendar events, sends confirmations, and requires the routingId and pathId returned by handoff-init. Name Type Required Description `body` string required No description. `pathId` string required No description. `routerId` string required No description. `routingId` string required No description. `userId` string required No description. `chilipipermcp_health-ping` [# ](#chilipipermcp_health-ping)Checks the health of the ChiliPiper MCP server. 0 params ▾ Checks the health of the ChiliPiper MCP server. `chilipipermcp_meeting-activity` [# ](#chilipipermcp_meeting-activity)Returns the admin UI deep-link URL for a meeting's activity page. 1 param ▾ Returns the admin UI deep-link URL for a meeting's activity page. Name Type Required Description `meetingId` string required No description. `chilipipermcp_meeting-cancel` [# ](#chilipipermcp_meeting-cancel)Permanently cancels a meeting by its ID. Irreversible — may update calendar/CRM and email attendees. 1 param ▾ Permanently cancels a meeting by its ID. Irreversible — may update calendar/CRM and email attendees. Name Type Required Description `meetingId` string required No description. `chilipipermcp_meeting-export-v2-put` [# ](#chilipipermcp_meeting-export-v2-put)Exports meetings in a time range with optional filters. 4 params ▾ Exports meetings in a time range with optional filters. Name Type Required Description `end` string required No description. `start` string required No description. `pagination` string optional No description. `workspaceIds` array optional No description. `chilipipermcp_meeting-get` [# ](#chilipipermcp_meeting-get)Returns details of a meeting by its ID. 1 param ▾ Returns details of a meeting by its ID. Name Type Required Description `meetingId` string required No description. `chilipipermcp_meeting-list-put` [# ](#chilipipermcp_meeting-list-put)Returns paginated meetings in a time range with optional filters. 4 params ▾ Returns paginated meetings in a time range with optional filters. Name Type Required Description `end` string required No description. `start` string required No description. `pagination` string optional No description. `workspaceIds` array optional No description. `chilipipermcp_meeting-noshow` [# ](#chilipipermcp_meeting-noshow)Marks a meeting as a no-show by its ID. May trigger CRM and notification workflows. 1 param ▾ Marks a meeting as a no-show by its ID. May trigger CRM and notification workflows. Name Type Required Description `meetingId` string required No description. `chilipipermcp_resource-scheduler-run` [# ](#chilipipermcp_resource-scheduler-run)Runs a resource scheduler on demand: executes its configured query and dispatches matched records to the linked executing flow. 1 param ▾ Runs a resource scheduler on demand: executes its configured query and dispatches matched records to the linked executing flow. Name Type Required Description `resourceSchedulerId` string required No description. `chilipipermcp_rule-create` [# ](#chilipipermcp_rule-create)Creates a new routing rule and activates it immediately. Returns the created rule with its assigned ID and revision. 1 param ▾ Creates a new routing rule and activates it immediately. Returns the created rule with its assigned ID and revision. Name Type Required Description `dto` string required No description. `chilipipermcp_rule-delete` [# ](#chilipipermcp_rule-delete)Deletes a routing rule by its ID and revision. 2 params ▾ Deletes a routing rule by its ID and revision. Name Type Required Description `revision` integer required No description. `ruleId` string required No description. `chilipipermcp_rule-get` [# ](#chilipipermcp_rule-get)Returns details of a routing rule by its ID. 1 param ▾ Returns details of a routing rule by its ID. Name Type Required Description `ruleId` string required No description. `chilipipermcp_rule-list` [# ](#chilipipermcp_rule-list)Returns a paginated list of routing rules with optional filters. 2 params ▾ Returns a paginated list of routing rules with optional filters. Name Type Required Description `filter` string optional No description. `pagination` string optional No description. `chilipipermcp_rule-modify` [# ](#chilipipermcp_rule-modify)Modifies an existing routing rule by its ID. Requires the current revision for optimistic locking. 3 params ▾ Modifies an existing routing rule by its ID. Requires the current revision for optimistic locking. Name Type Required Description `dto` string required No description. `revision` integer required No description. `ruleId` string required No description. `chilipipermcp_scheduling-link-init` [# ](#chilipipermcp_scheduling-link-init)Phase 1 of 2: initializes a scheduling session from a link — fetches link metadata, queries attendee availability, and returns available slots. Must be followed by scheduling-link-schedule. 5 params ▾ Phase 1 of 2: initializes a scheduling session from a link — fetches link metadata, queries attendee availability, and returns available slots. Must be followed by scheduling-link-schedule. Name Type Required Description `interval` string required No description. `link` string required No description. `bookerId` string optional No description. `guestEmail` string optional No description. `meetingTypeId` string optional No description. `chilipipermcp_scheduling-link-list-admin-one-on-one` [# ](#chilipipermcp_scheduling-link-list-admin-one-on-one)Returns all admin one-on-one scheduling links. 3 params ▾ Returns all admin one-on-one scheduling links. Name Type Required Description `filterLinkSlugs` array optional No description. `filterMeetingTypeId` array optional No description. `filterWorkspaceIds` array optional No description. `chilipipermcp_scheduling-link-list-group` [# ](#chilipipermcp_scheduling-link-list-group)Returns all group scheduling links. 3 params ▾ Returns all group scheduling links. Name Type Required Description `filterLinkSlugs` array optional No description. `filterMeetingTypeId` array optional No description. `filterWorkspaceIds` array optional No description. `chilipipermcp_scheduling-link-list-ownership` [# ](#chilipipermcp_scheduling-link-list-ownership)Returns scheduling links owned by the current user. 4 params ▾ Returns scheduling links owned by the current user. Name Type Required Description `filterDistributionIds` array optional No description. `filterLinkSlugs` array optional No description. `filterMeetingTypeId` array optional No description. `filterWorkspaceIds` array optional No description. `chilipipermcp_scheduling-link-list-personal` [# ](#chilipipermcp_scheduling-link-list-personal)Returns personal scheduling links for a given user. 1 param ▾ Returns personal scheduling links for a given user. Name Type Required Description `userId` string required No description. `chilipipermcp_scheduling-link-list-round-robin` [# ](#chilipipermcp_scheduling-link-list-round-robin)Returns all round-robin scheduling links. 4 params ▾ Returns all round-robin scheduling links. Name Type Required Description `filterDistributionIds` array optional No description. `filterLinkSlugs` array optional No description. `filterMeetingTypeId` array optional No description. `filterWorkspaceIds` array optional No description. `chilipipermcp_scheduling-link-schedule` [# ](#chilipipermcp_scheduling-link-schedule)Phase 2 of 2: books a meeting on a chosen slot from a scheduling link session. Requires the routeId returned by scheduling-link-init. 2 params ▾ Phase 2 of 2: books a meeting on a chosen slot from a scheduling link session. Requires the routeId returned by scheduling-link-init. Name Type Required Description `body` string required No description. `routeId` string required No description. `chilipipermcp_team-add-users` [# ](#chilipipermcp_team-add-users)Adds one or more users to a team. 2 params ▾ Adds one or more users to a team. Name Type Required Description `teamId` string required No description. `userIds` array required No description. `chilipipermcp_team-list-put` [# ](#chilipipermcp_team-list-put)Returns a paginated list of teams. 2 params ▾ Returns a paginated list of teams. Name Type Required Description `pagination` string optional No description. `workspaceIds` array optional No description. `chilipipermcp_team-remove-users` [# ](#chilipipermcp_team-remove-users)Removes one or more users from a specific team. 2 params ▾ Removes one or more users from a specific team. Name Type Required Description `teamId` string required No description. `userIds` array required No description. `chilipipermcp_team-remove-users-all` [# ](#chilipipermcp_team-remove-users-all)Removes all specified users from every team they belong to. 2 params ▾ Removes all specified users from every team they belong to. Name Type Required Description `userIds` array required No description. `workspaceIds` array optional No description. `chilipipermcp_tenant-get` [# ](#chilipipermcp_tenant-get)Returns details of the current tenant. 0 params ▾ Returns details of the current tenant. `chilipipermcp_user-find` [# ](#chilipipermcp_user-find)Searches for users by a query string with pagination. 2 params ▾ Searches for users by a query string with pagination. Name Type Required Description `query` string required No description. `pagination` string optional No description. `chilipipermcp_user-find-by-filter` [# ](#chilipipermcp_user-find-by-filter)Returns a paginated list of users matching the specified filter. 2 params ▾ Returns a paginated list of users matching the specified filter. Name Type Required Description `filter` string required No description. `pagination` string optional No description. `chilipipermcp_user-find-by-ids` [# ](#chilipipermcp_user-find-by-ids)Returns users matching a list of user IDs. 1 param ▾ Returns users matching a list of user IDs. Name Type Required Description `userIds` array required No description. `chilipipermcp_user-invite` [# ](#chilipipermcp_user-invite)Invites a new user to ChiliPiper by email. 6 params ▾ Invites a new user to ChiliPiper by email. Name Type Required Description `email` string required No description. `licenses` array optional No description. `name` string optional No description. `roles` array optional No description. `salesforceId` string optional No description. `workspaces` array optional No description. `chilipipermcp_user-read` [# ](#chilipipermcp_user-read)Returns details of a user by their ID. 1 param ▾ Returns details of a user by their ID. Name Type Required Description `userId` string required No description. `chilipipermcp_user-update-licenses` [# ](#chilipipermcp_user-update-licenses)Updates the license assignments for a user, replacing the current license set. 1 param ▾ Updates the license assignments for a user, replacing the current license set. Name Type Required Description `update` string required No description. `chilipipermcp_workspace-add-users` [# ](#chilipipermcp_workspace-add-users)Adds one or more users to a workspace. 2 params ▾ Adds one or more users to a workspace. Name Type Required Description `userIds` array required No description. `workspaceId` string required No description. `chilipipermcp_workspace-list` [# ](#chilipipermcp_workspace-list)Returns a paginated list of workspaces. 1 param ▾ Returns a paginated list of workspaces. Name Type Required Description `pagination` string optional No description. `chilipipermcp_workspace-list-users` [# ](#chilipipermcp_workspace-list-users)Returns a paginated list of users in a workspace. 2 params ▾ Returns a paginated list of users in a workspace. Name Type Required Description `pagination` string optional No description. `workspaceId` string optional No description. `chilipipermcp_workspace-remove-users` [# ](#chilipipermcp_workspace-remove-users)Removes one or more users from a specific workspace. 2 params ▾ Removes one or more users from a specific workspace. Name Type Required Description `userIds` array required No description. `workspaceId` string required No description. `chilipipermcp_workspace-remove-users-all` [# ](#chilipipermcp_workspace-remove-users-all)Removes all specified users from every workspace they belong to. 1 param ▾ Removes all specified users from every workspace they belong to. Name Type Required Description `userIds` array required No description. --- # DOCUMENT BOUNDARY --- # Chorus connector > Connect to Chorus.ai to sync calls, transcripts, conversation intelligence, and analytics. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'chorus' 12 const identifier = 'user_123' 13 14 // Make your first API call through the proxy 15 const result = await actions.request({ 16 connectionName: connector, 17 identifier, 18 path: '/v1/users/me', 19 method: 'GET', 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "chorus" 14 identifier = "user_123" 15 16 # Make your first API call through the proxy 17 result = actions.request( 18 connection_name=connection_name, 19 identifier=identifier, 20 path="/v1/users/me", 21 method="GET", 22 ) 23 print(result) ``` ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'chorus', 3 identifier: 'user_123', 4 path: '/v1/users/me', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='chorus', 3 identifier='user_123', 4 path="/v1/users/me", 5 method="GET" 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'chorus', 3 identifier: 'user_123', 4 toolName: 'chorus_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 tool_input={}, 3 tool_name='chorus_list', 4 connection_name='chorus', 5 identifier='user_123', 6 ) 7 print(result) ``` --- # DOCUMENT BOUNDARY --- # Clari Copilot connector > Connect to Clari Copilot for sales call transcripts, analytics, call data, and insights. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Make your first call [Section titled “Make your first call”](#make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'clari-copilot' 12 const identifier = 'user_123' 13 14 // Make your first API call through the proxy 15 const result = await actions.request({ 16 connectionName: connector, 17 identifier, 18 path: '/v1/users/me', 19 method: 'GET', 20 }) 21 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "clari-copilot" 14 identifier = "user_123" 15 16 # Make your first API call through the proxy 17 result = actions.request( 18 connection_name=connection_name, 19 identifier=identifier, 20 path="/v1/users/me", 21 method="GET", 22 ) 23 print(result) ``` ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'clari_copilot', 3 identifier: 'user_123', 4 path: '/v1/users/me', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='clari_copilot', 3 identifier='user_123', 4 path="/v1/users/me", 5 method="GET" 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'clari_copilot', 3 identifier: 'user_123', 4 toolName: 'clari_copilot_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 tool_input={}, 3 tool_name='clari_copilot_list', 4 connection_name='clari_copilot', 5 identifier='user_123', 6 ) 7 print(result) ``` --- # DOCUMENT BOUNDARY --- # Clarify MCP connector > Connect to Clarify MCP to manage CRM records, leads, campaigns, lists, and analytics directly from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'clarifymcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Clarify MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'clarifymcp_get_campaigns', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "clarifymcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Clarify MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="clarifymcp_get_campaigns", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Manage CRM records** — create, update, delete, and query records across any custom object type * **Manage campaigns** — create, update, delete, and list outreach campaigns with multi-step email sequences * **Find and import leads** — search for leads by criteria and import them into campaigns or lists * **Manage lists and segments** — create, update, delete, and list audience lists for targeting * **Extend the data model** — create, update, and delete custom objects and fields to match your schema * **Analyze and query data** — run analytics queries and retrieve structured data with custom filters ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `clarifymcp_add_comment` [# ](#clarifymcp_add_comment)Add a Markdown comment to a supported Clarify entity (deal, person, company, etc.). 3 params ▾ Add a Markdown comment to a supported Clarify entity (deal, person, company, etc.). Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `id` string required The unique ID of the record (e.g. per\_01ABCDE for a person, cmp\_01ABCDE for a company). `message` string required The comment text in Markdown format. Supports \*\*bold\*\*, \*italic\*, and bullet lists. `clarifymcp_create_or_update_campaign` [# ](#clarifymcp_create_or_update_campaign)Create a new email campaign or update an existing one by its ID. 4 params ▾ Create a new email campaign or update an existing one by its ID. Name Type Required Description `campaign_name` string required Name of the campaign. Required when creating a new campaign. `email_steps` array required Array of email step definitions for the campaign sequence. `campaign_id` string optional ID of an existing campaign to update. Omit to create a new campaign. `status` string optional Campaign status — draft (default) or active. `clarifymcp_create_or_update_custom_object` [# ](#clarifymcp_create_or_update_custom_object)Create a new custom object type or update an existing one in the Clarify workspace. 4 params ▾ Create a new custom object type or update an existing one in the Clarify workspace. Name Type Required Description `description` string optional AI context description for this object type — helps the AI understand when to use it. `entity` string optional The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `name` string optional Display name for the custom object type. Will be normalized to a slug for the entity identifier. `plural` string optional Plural label for the custom object type (e.g. Partnerships for a singular Partnership). `clarifymcp_create_or_update_fields` [# ](#clarifymcp_create_or_update_fields)Create new custom fields or update existing fields on any Clarify entity (person, company, deal, or custom object). 2 params ▾ Create new custom fields or update existing fields on any Clarify entity (person, company, deal, or custom object). Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `fields` array required Array of field definitions to create or update on the entity. `clarifymcp_create_or_update_list` [# ](#clarifymcp_create_or_update_list)Create or update a dynamic list — a saved view whose membership is defined by a SQL query. 6 params ▾ Create or update a dynamic list — a saved view whose membership is defined by a SQL query. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `description` string optional AI context description for this object type — helps the AI understand when to use it. `emoji` string optional A single emoji to display alongside the list name. `list_id` string optional The ID of an existing list (saved view). Use get\_lists to find available list IDs. `sql` string optional SQL query to execute. For query\_data use PostgreSQL syntax; for query\_analytics use ClickHouse SQL. `title` string optional The display name of the list. `clarifymcp_create_or_update_records` [# ](#clarifymcp_create_or_update_records)Create new records or update existing ones in Clarify. Supports bulk operations of up to 25 records per call. 2 params ▾ Create new records or update existing ones in Clarify. Supports bulk operations of up to 25 records per call. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `records` array required Array of records to create or update. Each item contains an attributes object with field values. `clarifymcp_delete_campaign` [# ](#clarifymcp_delete_campaign)Permanently delete an email campaign by its ID. 1 param ▾ Permanently delete an email campaign by its ID. Name Type Required Description `campaign_id` string required The ID of the campaign. Use get\_campaigns to list available campaigns and their IDs. `clarifymcp_delete_custom_object` [# ](#clarifymcp_delete_custom_object)Permanently delete a custom object type from the Clarify workspace by its entity identifier. 1 param ▾ Permanently delete a custom object type from the Clarify workspace by its entity identifier. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `clarifymcp_delete_fields` [# ](#clarifymcp_delete_fields)Permanently delete one or more custom fields from a Clarify entity by their field slugs. 2 params ▾ Permanently delete one or more custom fields from a Clarify entity by their field slugs. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `fieldNames` array required Array of field slugs (snake\_case) to delete from the entity. `clarifymcp_delete_list` [# ](#clarifymcp_delete_list)Permanently delete a saved list (dynamic view) by its ID. 2 params ▾ Permanently delete a saved list (dynamic view) by its ID. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `list_id` string required The ID of an existing list (saved view). Use get\_lists to find available list IDs. `clarifymcp_delete_records` [# ](#clarifymcp_delete_records)Permanently delete one or more records by their IDs. Supports bulk deletion of up to 25 records per call. 2 params ▾ Permanently delete one or more records by their IDs. Supports bulk deletion of up to 25 records per call. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `record_ids` array required Array of record IDs to delete. All must belong to the same entity type. `clarifymcp_find_leads` [# ](#clarifymcp_find_leads)Search Clarify's built-in prospect database of 28M+ companies and 175M+ people to find new leads. 4 params ▾ Search Clarify's built-in prospect database of 28M+ companies and 175M+ people to find new leads. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `search_label` string required A descriptive label for this lead search (e.g. SF SaaS Companies 50+ employees). `sql` string required SQL query to execute. For query\_data use PostgreSQL syntax; for query\_analytics use ClickHouse SQL. `search_identifiers` string optional Optional: provide a prior searchId and versionId to operate on an existing search. `clarifymcp_get_campaigns` [# ](#clarifymcp_get_campaigns)List email campaigns in the workspace, or fetch a single campaign by ID with full details. 5 params ▾ List email campaigns in the workspace, or fetch a single campaign by ID with full details. Name Type Required Description `campaign_id` string optional The ID of the campaign. Use get\_campaigns to list available campaigns and their IDs. `limit` number optional Maximum number of records to return per page. `offset` number optional Number of records to skip for pagination (use with limit). `search` string optional Case-insensitive substring search to filter results by name or title. `status` string optional Filter by campaign status — draft (unpublished) or active (live campaigns). `clarifymcp_get_current_user` [# ](#clarifymcp_get_current_user)Retrieve information about the currently authenticated Clarify user, including timezone and workspace details. 1 param ▾ Retrieve information about the currently authenticated Clarify user, including timezone and workspace details. Name Type Required Description `mcp_client_timezone` string optional Your IANA timezone string (e.g. America/New\_York). Helps Clarify show times in your local timezone. `clarifymcp_get_lists` [# ](#clarifymcp_get_lists)List saved views (dynamic lists) for an entity type, or fetch a single list by ID. 5 params ▾ List saved views (dynamic lists) for an entity type, or fetch a single list by ID. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `limit` number optional Maximum number of records to return per page. `list_id` string optional The ID of an existing list (saved view). Use get\_lists to find available list IDs. `offset` number optional Number of records to skip for pagination (use with limit). `search` string optional Case-insensitive substring search to filter results by name or title. `clarifymcp_get_records` [# ](#clarifymcp_get_records)Retrieve full details for one or more Clarify records by their IDs. 2 params ▾ Retrieve full details for one or more Clarify records by their IDs. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `ids` array required Array of record IDs to retrieve. Use query\_data to find IDs first. `clarifymcp_get_schema` [# ](#clarifymcp_get_schema)Retrieve the schema for Clarify entities, including field definitions and relationship metadata. 2 params ▾ Retrieve the schema for Clarify entities, including field definitions and relationship metadata. Name Type Required Description `entities` array optional List of entity types to get schema for. Omit to return the schema for all entities. `format` string optional Schema format — use read for querying data or write for creating/updating records. `clarifymcp_import_leads` [# ](#clarifymcp_import_leads)Import leads from a find\_leads search result into your Clarify workspace. 7 params ▾ Import leads from a find\_leads search result into your Clarify workspace. Name Type Required Description `searchEmoji` string required A single emoji representing the theme of the search. `searchId` string required The ID of the lead search returned by find\_leads. `searchTitle` string required A descriptive title for the search based on its filters. `sourceEntity` string required The lead entity type to import from — tam\_company or tam\_person. `count` integer optional Number of leads to import. Omit to import all leads in the search. `extraFields` array optional Additional TAM field names to import beyond the default fields. `versionId` string optional The version ID of the search. Use the versionId from a prior find\_leads result when available. `clarifymcp_merge_records` [# ](#clarifymcp_merge_records)Merge two or more duplicate records into a single primary record, combining all data. 3 params ▾ Merge two or more duplicate records into a single primary record, combining all data. Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `primaryRecordId` string required The ID of the record to keep after the merge — all data is merged into this record. `sourceRecordIds` array required IDs of records to merge into the primary record. These records are deleted after merging. `clarifymcp_query_analytics` [# ](#clarifymcp_query_analytics)Execute a read-only ClickHouse SQL query against the Clarify analytics event log. 2 params ▾ Execute a read-only ClickHouse SQL query against the Clarify analytics event log. Name Type Required Description `sql` string required SQL query to execute. For query\_data use PostgreSQL syntax; for query\_analytics use ClickHouse SQL. `limit` number optional Maximum number of records to return per page. `clarifymcp_query_data` [# ](#clarifymcp_query_data)Execute a read-only PostgreSQL query against Clarify CRM data (contacts, companies, deals, etc.). 4 params ▾ Execute a read-only PostgreSQL query against Clarify CRM data (contacts, companies, deals, etc.). Name Type Required Description `entity` string required The entity type to operate on (e.g. person, company, deal, or a custom object identifier like c\_my\_object). `sql` string required SQL query to execute. For query\_data use PostgreSQL syntax; for query\_analytics use ClickHouse SQL. `limit` number optional Maximum number of records to return per page. `offset` number optional Number of records to skip for pagination (use with limit). `clarifymcp_submit_feedback` [# ](#clarifymcp_submit_feedback)Submit a feature request or bug report about Clarify MCP tools. 2 params ▾ Submit a feature request or bug report about Clarify MCP tools. Name Type Required Description `feedback` string required The feature request or feedback message describing what is missing or broken. `category` string optional Category for your feedback. Accepted values: missing\_tool, bug, improvement, other. --- # DOCUMENT BOUNDARY --- # Clickhouse MCP connector > Connect to ClickHouse MCP to query, analyze, and manage your ClickHouse databases directly from your AI workflows. 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'clickhouse' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Clickhouse MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'clickhouse_get_organizations', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "clickhouse" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Clickhouse MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="clickhouse_get_organizations", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Run SELECT queries** — execute read-only SQL queries against any ClickHouse service and retrieve results directly in your agent * **Explore schema** — list databases, tables, and column types to understand your data model before writing queries * **Manage services** — list, inspect, and get full details for ClickHouse Cloud services (clusters) in an organization * **Monitor backups** — list service backups, get backup details, and retrieve the backup schedule and retention config * **Inspect ClickPipes** — list and retrieve data ingestion pipeline status and configuration * **Track costs** — get billing and usage cost data for an organization over a custom date range ## Common workflows [Section titled “Common workflows”](#common-workflows) Get your service ID Every ClickHouse tool requires a `serviceId`. Fetch it first by listing the services in your organization. * Node.js ```typescript 1 const orgs = await actions.executeTool({ 2 toolName: 'clickhouse_get_organizations', 3 connectionName: 'clickhouse', 4 identifier: 'user_123', 5 toolInput: {}, 6 }); 7 const orgId = orgs.data?.result?.[0]?.id; 8 9 const services = await actions.executeTool({ 10 toolName: 'clickhouse_get_services_list', 11 connectionName: 'clickhouse', 12 identifier: 'user_123', 13 toolInput: { organizationId: orgId }, 14 }); 15 const serviceId = services.data?.result?.[0]?.id; 16 console.log('Service ID:', serviceId); ``` * Python ```python 1 orgs = actions.execute_tool( 2 tool_name="clickhouse_get_organizations", 3 connection_name="clickhouse", 4 identifier="user_123", 5 tool_input={}, 6 ) 7 org_id = orgs.data["result"][0]["id"] 8 9 services = actions.execute_tool( 10 tool_name="clickhouse_get_services_list", 11 connection_name="clickhouse", 12 identifier="user_123", 13 tool_input={"organizationId": org_id}, 14 ) 15 service_id = services.data["result"][0]["id"] 16 print("Service ID:", service_id) ``` Explore schema before querying List databases and tables to understand the data model before writing queries. * Node.js ```typescript 1 // List databases 2 const dbs = await actions.executeTool({ 3 toolName: 'clickhouse_list_databases', 4 connectionName: 'clickhouse', 5 identifier: 'user_123', 6 toolInput: { serviceId: '' }, 7 }); 8 9 // List tables in a database 10 const tables = await actions.executeTool({ 11 toolName: 'clickhouse_list_tables', 12 connectionName: 'clickhouse', 13 identifier: 'user_123', 14 toolInput: { 15 serviceId: '', 16 database: 'default', 17 }, 18 }); 19 console.log(tables.data?.result); ``` * Python ```python 1 # List databases 2 dbs = actions.execute_tool( 3 tool_name="clickhouse_list_databases", 4 connection_name="clickhouse", 5 identifier="user_123", 6 tool_input={"serviceId": ""}, 7 ) 8 9 # List tables in a database 10 tables = actions.execute_tool( 11 tool_name="clickhouse_list_tables", 12 connection_name="clickhouse", 13 identifier="user_123", 14 tool_input={ 15 "serviceId": "", 16 "database": "default", 17 }, 18 ) 19 print(tables.data["result"]) ``` Run a SELECT query Execute read-only SQL against your ClickHouse service. Only `SELECT` statements are permitted. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 toolName: 'clickhouse_run_select_query', 3 connectionName: 'clickhouse', 4 identifier: 'user_123', 5 toolInput: { 6 serviceId: '', 7 query: 'SELECT event, count() AS cnt FROM events GROUP BY event ORDER BY cnt DESC LIMIT 10', 8 timeoutSeconds: 30, 9 }, 10 }); 11 console.log(result.data?.result); ``` * Python ```python 1 result = actions.execute_tool( 2 tool_name="clickhouse_run_select_query", 3 connection_name="clickhouse", 4 identifier="user_123", 5 tool_input={ 6 "serviceId": "", 7 "query": "SELECT event, count() AS cnt FROM events GROUP BY event ORDER BY cnt DESC LIMIT 10", 8 "timeoutSeconds": 30, 9 }, 10 ) 11 print(result.data["result"]) ``` Only SELECT is allowed `clickhouse_run_select_query` rejects INSERT, UPDATE, DELETE, and DDL statements. Use it for read-only data retrieval and analytics. Check organization costs Retrieve billing and usage data for a ClickHouse Cloud organization over a date range (max 31 days per request). * Node.js ```typescript 1 const costs = await actions.executeTool({ 2 toolName: 'clickhouse_get_organization_cost', 3 connectionName: 'clickhouse', 4 identifier: 'user_123', 5 toolInput: { 6 organizationId: '', 7 from_date: '2025-01-01', 8 to_date: '2025-01-31', 9 }, 10 }); 11 console.log(costs.data?.result); ``` * Python ```python 1 costs = actions.execute_tool( 2 tool_name="clickhouse_get_organization_cost", 3 connection_name="clickhouse", 4 identifier="user_123", 5 tool_input={ 6 "organizationId": "", 7 "from_date": "2025-01-01", 8 "to_date": "2025-01-31", 9 }, 10 ) 11 print(costs.data["result"]) ``` List and inspect ClickPipes ClickPipes are managed data ingestion pipelines. List all pipelines for a service and get detailed status for a specific one. * Node.js ```typescript 1 const pipes = await actions.executeTool({ 2 toolName: 'clickhouse_list_clickpipes', 3 connectionName: 'clickhouse', 4 identifier: 'user_123', 5 toolInput: { 6 organizationId: '', 7 serviceId: '', 8 }, 9 }); 10 11 const pipeId = pipes.data?.result?.[0]?.id; 12 const pipe = await actions.executeTool({ 13 toolName: 'clickhouse_get_clickpipe', 14 connectionName: 'clickhouse', 15 identifier: 'user_123', 16 toolInput: { 17 organizationId: '', 18 serviceId: '', 19 clickPipeId: pipeId, 20 }, 21 }); 22 console.log(pipe.data?.result); ``` * Python ```python 1 pipes = actions.execute_tool( 2 tool_name="clickhouse_list_clickpipes", 3 connection_name="clickhouse", 4 identifier="user_123", 5 tool_input={ 6 "organizationId": "", 7 "serviceId": "", 8 }, 9 ) 10 pipe_id = pipes.data["result"][0]["id"] 11 12 pipe = actions.execute_tool( 13 tool_name="clickhouse_get_clickpipe", 14 connection_name="clickhouse", 15 identifier="user_123", 16 tool_input={ 17 "organizationId": "", 18 "serviceId": "", 19 "clickPipeId": pipe_id, 20 }, 21 ) 22 print(pipe.data["result"]) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `clickhouse_get_clickpipe` [# ](#clickhouse_get_clickpipe)Get configuration and status for a specific ClickPipe by ID. 3 params ▾ Get configuration and status for a specific ClickPipe by ID. Name Type Required Description `clickPipeId` string required ID of the requested ClickPipe `organizationId` string required ID of the organization that owns the service `serviceId` string required ID of the service that owns the ClickPipe `clickhouse_get_organization_cost` [# ](#clickhouse_get_organization_cost)Get billing and usage cost data for an organization over a date range (max 31 days). Returns a grand total and daily per-entity cost breakdown. 3 params ▾ Get billing and usage cost data for an organization over a date range (max 31 days). Returns a grand total and daily per-entity cost breakdown. Name Type Required Description `organizationId` string required The unique identifier of the organization `from_date` string optional Start date for the report, e.g. 2024-12-19 (YYYY-MM-DD) `to_date` string optional End date (inclusive) for the report, e.g. 2024-12-20 (YYYY-MM-DD). Cannot be more than 30 days after from\_date. `clickhouse_get_organization_details` [# ](#clickhouse_get_organization_details)Get details for a specific ClickHouse Cloud organization: name, tier, status, and settings. Use get\_organizations to find the organizationId. 1 param ▾ Get details for a specific ClickHouse Cloud organization: name, tier, status, and settings. Use get\_organizations to find the organizationId. Name Type Required Description `organizationId` string required ID of the organization to retrieve `clickhouse_get_organizations` [# ](#clickhouse_get_organizations)List all ClickHouse Cloud organizations accessible with the current API key. Returns organization IDs and names. Use the returned organizationId with all other tools. 0 params ▾ List all ClickHouse Cloud organizations accessible with the current API key. Returns organization IDs and names. Use the returned organizationId with all other tools. `clickhouse_get_service_backup_configuration` [# ](#clickhouse_get_service_backup_configuration)Get the backup schedule and retention configuration for a service. 2 params ▾ Get the backup schedule and retention configuration for a service. Name Type Required Description `organizationId` string required ID of the organization that owns the service `serviceId` string required ID of the service `clickhouse_get_service_backup_details` [# ](#clickhouse_get_service_backup_details)Get details for a specific backup: status, size, duration, and creation time. 3 params ▾ Get details for a specific backup: status, size, duration, and creation time. Name Type Required Description `backupId` string required ID of the backup `organizationId` string required ID of the organization that owns the service `serviceId` string required ID of the service `clickhouse_get_service_details` [# ](#clickhouse_get_service_details)Get full details for a specific service: status, region, tier, endpoints, and scaling configuration. 2 params ▾ Get full details for a specific service: status, region, tier, endpoints, and scaling configuration. Name Type Required Description `organizationId` string required ID of the organization `serviceId` string required ID of the service to retrieve `clickhouse_get_services_list` [# ](#clickhouse_get_services_list)List all services (clusters) in a ClickHouse Cloud organization. Returns service IDs, names, status, region, and tier. Use the returned serviceId with other tools. 1 param ▾ List all services (clusters) in a ClickHouse Cloud organization. Returns service IDs, names, status, region, and tier. Use the returned serviceId with other tools. Name Type Required Description `organizationId` string required ID of the organization whose services are to be listed `clickhouse_list_clickpipes` [# ](#clickhouse_list_clickpipes)List all ClickPipes (managed data ingestion pipelines) configured for a service. 2 params ▾ List all ClickPipes (managed data ingestion pipelines) configured for a service. Name Type Required Description `organizationId` string required ID of the organization `serviceId` string required ID of the service to list ClickPipes for `clickhouse_list_databases` [# ](#clickhouse_list_databases)List all databases in a ClickHouse service. Use the returned database names with list\_tables and run\_select\_query. 1 param ▾ List all databases in a ClickHouse service. Use the returned database names with list\_tables and run\_select\_query. Name Type Required Description `serviceId` string required No description. `clickhouse_list_service_backups` [# ](#clickhouse_list_service_backups)List all backups for a service, most recent first. Returns backup IDs, status, size, and timestamps. 2 params ▾ List all backups for a service, most recent first. Returns backup IDs, status, size, and timestamps. Name Type Required Description `organizationId` string required ID of the organization `serviceId` string required ID of the service to list backups for `clickhouse_list_tables` [# ](#clickhouse_list_tables)List all tables in a database, including column names and types. Supports LIKE pattern filtering. 4 params ▾ List all tables in a database, including column names and types. Supports LIKE pattern filtering. Name Type Required Description `database` string required Name of the database to list tables from `serviceId` string required The unique identifier of the ClickHouse service `like` string optional Optional SQL LIKE pattern to filter tables by name (e.g., "events\_%") `notLike` string optional Optional SQL LIKE pattern to exclude tables by name `clickhouse_run_select_query` [# ](#clickhouse_run_select_query)Execute a read-only SELECT query against a ClickHouse service. Only SELECT statements are permitted. 3 params ▾ Execute a read-only SELECT query against a ClickHouse service. Only SELECT statements are permitted. Name Type Required Description `query` string required A valid ClickHouse SELECT query. Only read-only SELECT statements are permitted. e.g. SELECT \* FROM my\_table LIMIT 10 `serviceId` string required The unique identifier of the ClickHouse service `timeoutSeconds` integer optional Query timeout in seconds. Default: 300 (5 min), max: 3600 (1 hour). Use lower values for simple queries. --- # DOCUMENT BOUNDARY --- # ClickUp connector > Connect to ClickUp. Manage tasks, projects, workspaces, and team collaboration 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your ClickUp credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the ClickUp connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. Then complete the configuration in your application as follows: 1. ## Set up auth redirects * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. Find **ClickUp** and click **Create**. Copy the redirect URI. It looks like `https:///sso/v1/oauth//callback`. ![Copy redirect URI from Scalekit dashboard](/.netlify/images?url=_astro%2Fuse-own-credentials-redirect-uri.B4iIRuDT.png\&w=960\&h=527\&dpl=6a3b904fcb23b100084833a2) * In ClickUp, click your **Workspace avatar** (lower-left corner) → **Settings** → **Integrations** → **ClickUp API**. * Open your application and paste the copied URI under **Redirect URL(s)**, then save. ![Add redirect URI in ClickUp API settings](/.netlify/images?url=_astro%2Fadd-redirect-uri.WMHm00IX.png\&w=1520\&h=704\&dpl=6a3b904fcb23b100084833a2) 2. ## Get client credentials On your ClickUp application page (**Settings** → **Integrations** → **ClickUp API**): ![Get ClickUp Client ID and Client Secret](/.netlify/images?url=_astro%2Fget-credentials.DWAjhAk9.png\&w=840\&h=389\&dpl=6a3b904fcb23b100084833a2) * **Client ID** — found under **Client ID** on your app page * **Client Secret** — found under **Client Secret** on your app page 3. ## Add credentials in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** and open the connection you created. * Enter your credentials: * Client ID (from your ClickUp app page) * Client Secret (from your ClickUp app page) ![Add credentials for ClickUp in Scalekit dashboard](/.netlify/images?url=_astro%2Fadd-credentials.CTcbuNaH.png\&w=1496\&h=390\&dpl=6a3b904fcb23b100084833a2) * Click **Save**. 4. ## Connect a user account * Click the **Connected Accounts** tab, then **Add Account**. * Enter your user’s ID and click **Create Account** — you’ll be redirected to ClickUp to authorize access. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'clickup' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize ClickUp:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'clickup_user_get', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "clickup" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize ClickUp:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="clickup_user_get", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Manage tasks** — create, update, delete, and search tasks; set priorities, due dates, assignees, and statuses * **Manage lists** — create, update, and delete lists in folders or as folderless lists; get members * **Manage folders** — create, update, and delete folders; list all folders in a space * **Manage spaces** — create, update, and delete spaces; manage space tags and views * **Manage comments** — add, update, and delete comments on tasks and lists * **Manage goals** — create, update, delete, and list goals and their key results * **Track time** — list and create time entries for tasks * **Manage checklists** — create task checklists and checklist items * **Manage webhooks** — create, update, delete, and list workspace webhooks * **Access workspace data** — get user info, list workspaces, spaces, and views ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 const result = await actions.request({ 2 connectionName: 'clickup', 3 identifier: 'user_123', 4 path: '/api/v2/user', 5 method: 'GET', 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.request( 2 connection_name='clickup', 3 identifier='user_123', 4 path="/api/v2/user", 5 method="GET" 6 ) 7 print(result) ``` Execute a tool * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connector: 'clickup', 3 identifier: 'user_123', 4 toolName: 'clickup_list', 5 toolInput: {}, 6 }); 7 console.log(result); ``` * Python ```python 1 result = actions.execute_tool( 2 tool_input={}, 3 tool_name='clickup_list', 4 connection_name='clickup', 5 identifier='user_123', 6 ) 7 print(result) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `clickup_checklist_item_create` [# ](#clickup_checklist_item_create)Add a new item to an existing ClickUp task checklist. 3 params ▾ Add a new item to an existing ClickUp task checklist. Name Type Required Description `checklist_id` string required Checklist ID (UUID) `name` string required Item label `assignee` integer optional User ID to assign to this item `clickup_comment_create` [# ](#clickup_comment_create)Add a new comment to a ClickUp task. Supports assigning the comment to a user and sending notifications. 4 params ▾ Add a new comment to a ClickUp task. Supports assigning the comment to a user and sending notifications. Name Type Required Description `comment_text` string required The content of the comment `notify_all` boolean required When true, notifies the comment creator in addition to other watchers `task_id` string required The unique identifier of the task to comment on `assignee` integer optional User ID to assign this comment to `clickup_comment_create_list` [# ](#clickup_comment_create_list)Add a new comment to a ClickUp list. Supports assigning the comment to a user and sending notifications. 4 params ▾ Add a new comment to a ClickUp list. Supports assigning the comment to a user and sending notifications. Name Type Required Description `assignee` integer required User ID to assign this comment to `comment_text` string required The content of the comment `list_id` string required The unique identifier of the list to comment on `notify_all` boolean required When true, also notifies the comment creator `clickup_comment_delete` [# ](#clickup_comment_delete)Permanently delete a ClickUp comment by comment ID. This action cannot be undone. 1 param ▾ Permanently delete a ClickUp comment by comment ID. This action cannot be undone. Name Type Required Description `comment_id` string required The unique identifier of the comment to delete `clickup_comment_get_list` [# ](#clickup_comment_get_list)Retrieve comments on a ClickUp list. Returns up to 25 most recent comments by default. Use start and start\_id for pagination. 3 params ▾ Retrieve comments on a ClickUp list. Returns up to 25 most recent comments by default. Use start and start\_id for pagination. Name Type Required Description `list_id` string required The unique identifier of the list `start` integer optional Unix timestamp in milliseconds of a reference comment for pagination `start_id` string optional ID of a reference comment for pagination `clickup_comment_get_task` [# ](#clickup_comment_get_task)Retrieve comments on a ClickUp task. Returns up to 25 most recent comments. Use start and start\_id for pagination. 3 params ▾ Retrieve comments on a ClickUp task. Returns up to 25 most recent comments. Use start and start\_id for pagination. Name Type Required Description `task_id` string required The unique identifier of the task `start` integer optional Unix timestamp in milliseconds of a reference comment for pagination `start_id` string optional ID of a reference comment for pagination `clickup_comment_update` [# ](#clickup_comment_update)Update an existing ClickUp comment. Supports changing comment text, assignee, and resolved status. 4 params ▾ Update an existing ClickUp comment. Supports changing comment text, assignee, and resolved status. Name Type Required Description `assignee` integer required User ID to assign this comment to `comment_id` string required The unique identifier of the comment to update `comment_text` string required New text content for the comment `resolved` boolean required Whether the comment is marked as resolved `clickup_folder_create` [# ](#clickup_folder_create)Create a new folder within a ClickUp space to organize lists and tasks. 2 params ▾ Create a new folder within a ClickUp space to organize lists and tasks. Name Type Required Description `name` string required The name for the new folder `space_id` string required The ID of the space to create the folder in `clickup_folder_delete` [# ](#clickup_folder_delete)Permanently delete a ClickUp folder. This action cannot be undone. 1 param ▾ Permanently delete a ClickUp folder. This action cannot be undone. Name Type Required Description `folder_id` string required The unique identifier of the folder to delete `clickup_folder_get` [# ](#clickup_folder_get)Retrieve details of a specific ClickUp folder by folder ID, including the lists it contains. 1 param ▾ Retrieve details of a specific ClickUp folder by folder ID, including the lists it contains. Name Type Required Description `folder_id` string required The unique identifier of the folder `clickup_folder_get_all` [# ](#clickup_folder_get_all)Retrieve all folders within a ClickUp space. Optionally filter to include archived folders. 2 params ▾ Retrieve all folders within a ClickUp space. Optionally filter to include archived folders. Name Type Required Description `space_id` string required The unique identifier of the space `archived` boolean optional Include archived folders in results `clickup_folder_update` [# ](#clickup_folder_update)Rename an existing ClickUp folder. 2 params ▾ Rename an existing ClickUp folder. Name Type Required Description `folder_id` string required The unique identifier of the folder to update `name` string required New name for the folder `clickup_goal_create` [# ](#clickup_goal_create)Create a new goal in a ClickUp workspace. Goals help track high-level objectives with due dates and owner assignments. 6 params ▾ Create a new goal in a ClickUp workspace. Goals help track high-level objectives with due dates and owner assignments. Name Type Required Description `color` string required Color for the goal (hex code) `description` string required Description of the goal `due_date` integer required Due date as Unix timestamp in milliseconds `multiple_owners` boolean required Allow multiple owners for this goal `name` string required Name of the goal `team_id` string required The workspace (team) ID `clickup_goal_delete` [# ](#clickup_goal_delete)Remove a Goal from a ClickUp Workspace. 1 param ▾ Remove a Goal from a ClickUp Workspace. Name Type Required Description `goal_id` string required Goal ID (UUID) `clickup_goal_get` [# ](#clickup_goal_get)Retrieve the details of a ClickUp Goal including its targets. 1 param ▾ Retrieve the details of a ClickUp Goal including its targets. Name Type Required Description `goal_id` string required Goal ID (UUID) `clickup_goal_get_all` [# ](#clickup_goal_get_all)Retrieve all goals in a ClickUp workspace. Optionally filter to include or exclude completed goals. 2 params ▾ Retrieve all goals in a ClickUp workspace. Optionally filter to include or exclude completed goals. Name Type Required Description `team_id` string required The workspace (team) ID `include_completed` boolean optional Include completed goals in results (defaults to true) `clickup_goal_update` [# ](#clickup_goal_update)Update an existing ClickUp goal. Supports renaming, changing due date, description, color, and managing owners. 5 params ▾ Update an existing ClickUp goal. Supports renaming, changing due date, description, color, and managing owners. Name Type Required Description `color` string required Updated color for the goal (hex code) `description` string required Updated description of the goal `due_date` integer required Updated due date as Unix timestamp in milliseconds `goal_id` string required The unique identifier (UUID) of the goal to update `name` string required New name for the goal `clickup_list_create` [# ](#clickup_list_create)Create a new list within a ClickUp folder. Supports setting name, description, due date, priority, and assignee. 6 params ▾ Create a new list within a ClickUp folder. Supports setting name, description, due date, priority, and assignee. Name Type Required Description `folder_id` string required The ID of the folder to create the list in `name` string required The name for the new list `assignee` integer optional User ID to assign to the list `content` string optional Description of the list `due_date` integer optional Due date for the list as Unix timestamp in milliseconds `priority` integer optional Priority level: 1 (urgent), 2 (high), 3 (normal), 4 (low) `clickup_list_create_folderless` [# ](#clickup_list_create_folderless)Create a new list directly within a ClickUp space (not inside a folder). Useful for top-level organization. 5 params ▾ Create a new list directly within a ClickUp space (not inside a folder). Useful for top-level organization. Name Type Required Description `name` string required The name for the new list `space_id` string required The ID of the space to create the list in `content` string optional Description of the list `due_date` integer optional Due date as Unix timestamp in milliseconds `priority` integer optional Priority level: 1 (urgent), 2 (high), 3 (normal), 4 (low) `clickup_list_delete` [# ](#clickup_list_delete)Permanently delete a ClickUp list and all its contents. This action cannot be undone. 1 param ▾ Permanently delete a ClickUp list and all its contents. This action cannot be undone. Name Type Required Description `list_id` string required The unique identifier of the list to delete `clickup_list_get` [# ](#clickup_list_get)Retrieve details of a specific ClickUp list by list ID. 1 param ▾ Retrieve details of a specific ClickUp list by list ID. Name Type Required Description `list_id` string required The unique identifier of the list `clickup_list_get_all` [# ](#clickup_list_get_all)Retrieve all lists within a ClickUp folder. Optionally filter to include or exclude archived lists. 2 params ▾ Retrieve all lists within a ClickUp folder. Optionally filter to include or exclude archived lists. Name Type Required Description `folder_id` string required The unique identifier of the folder `archived` boolean optional Include archived lists in results `clickup_list_get_folderless` [# ](#clickup_list_get_folderless)Retrieve all lists in a ClickUp space that are not inside a folder. These are top-level lists within the space. 2 params ▾ Retrieve all lists in a ClickUp space that are not inside a folder. These are top-level lists within the space. Name Type Required Description `space_id` string required The unique identifier of the space `archived` boolean optional Include archived lists in results `clickup_list_members_list` [# ](#clickup_list_members_list)Retrieve Workspace members who have explicit access to a specific ClickUp List. 1 param ▾ Retrieve Workspace members who have explicit access to a specific ClickUp List. Name Type Required Description `list_id` integer required List ID `clickup_list_update` [# ](#clickup_list_update)Update an existing ClickUp list. Supports renaming, updating description, due date, priority, assignee, and status color. 6 params ▾ Update an existing ClickUp list. Supports renaming, updating description, due date, priority, assignee, and status color. Name Type Required Description `list_id` string required The unique identifier of the list to update `name` string required New name for the list `content` string optional Updated description for the list `due_date` integer optional Updated due date as Unix timestamp in milliseconds `priority` integer optional Priority level: 1 (urgent), 2 (high), 3 (normal), 4 (low) `unset_status` boolean optional Set to true to remove the list color `clickup_list_views_list` [# ](#clickup_list_views_list)Retrieve all views in a ClickUp List. 1 param ▾ Retrieve all views in a ClickUp List. Name Type Required Description `list_id` integer required List ID `clickup_space_create` [# ](#clickup_space_create)Create a new space within a ClickUp workspace. Spaces are the top-level organizational units that contain folders and lists. 3 params ▾ Create a new space within a ClickUp workspace. Spaces are the top-level organizational units that contain folders and lists. Name Type Required Description `multiple_assignees` boolean required Allow multiple assignees on tasks in this space `name` string required The name for the new space `team_id` string required The workspace (team) ID to create the space in `clickup_space_delete` [# ](#clickup_space_delete)Permanently delete a ClickUp space from your workspace. This action cannot be undone. 1 param ▾ Permanently delete a ClickUp space from your workspace. This action cannot be undone. Name Type Required Description `space_id` string required The unique identifier of the space to delete `clickup_space_get` [# ](#clickup_space_get)Retrieve details of a specific ClickUp space by space ID. 1 param ▾ Retrieve details of a specific ClickUp space by space ID. Name Type Required Description `space_id` string required The unique identifier of the space `clickup_space_get_all` [# ](#clickup_space_get_all)Retrieve all spaces available in a ClickUp workspace (team). Optionally include archived spaces. 2 params ▾ Retrieve all spaces available in a ClickUp workspace (team). Optionally include archived spaces. Name Type Required Description `team_id` string required The workspace (team) ID `archived` boolean optional Include archived spaces in results `clickup_space_tag_create` [# ](#clickup_space_tag_create)Create a new tag in a ClickUp Space. 4 params ▾ Create a new tag in a ClickUp Space. Name Type Required Description `space_id` string required Space ID `tag_name` string required Tag name `tag_bg` string optional Background color (hex) `tag_fg` string optional Foreground color (hex) `clickup_space_tag_delete` [# ](#clickup_space_tag_delete)Remove a tag from a ClickUp Space. 4 params ▾ Remove a tag from a ClickUp Space. Name Type Required Description `space_id` string required Space ID `tag_name` string required Tag name to delete `tag_bg` string optional Background color (hex) `tag_fg` string optional Foreground color (hex) `clickup_space_tags_list` [# ](#clickup_space_tags_list)Retrieve all task tags available in a ClickUp Space. 1 param ▾ Retrieve all task tags available in a ClickUp Space. Name Type Required Description `space_id` string required Space ID `clickup_space_update` [# ](#clickup_space_update)Update an existing ClickUp space. Supports renaming, changing color, privacy settings, and enabling multiple assignees. 5 params ▾ Update an existing ClickUp space. Supports renaming, changing color, privacy settings, and enabling multiple assignees. Name Type Required Description `color` string required Color for the space (hex code) `multiple_assignees` boolean required Allow multiple assignees on tasks `name` string required New name for the space `private` boolean required Whether this space is private `space_id` string required The unique identifier of the space to update `clickup_space_views_list` [# ](#clickup_space_views_list)Retrieve all views in a ClickUp Space. 1 param ▾ Retrieve all views in a ClickUp Space. Name Type Required Description `space_id` integer required Space ID `clickup_task_checklist_create` [# ](#clickup_task_checklist_create)Add a new checklist to a ClickUp task. 4 params ▾ Add a new checklist to a ClickUp task. Name Type Required Description `name` string required Checklist name `task_id` string required Task ID `custom_task_ids` boolean optional Use custom task IDs `team_id` integer optional Workspace ID (required if custom\_task\_ids=true) `clickup_task_create` [# ](#clickup_task_create)Create a new task in a ClickUp list. Supports setting name, description, assignees, status, priority, due date, start date, and more. 9 params ▾ Create a new task in a ClickUp list. Supports setting name, description, assignees, status, priority, due date, start date, and more. Name Type Required Description `list_id` string required The ID of the list to create the task in `name` string required The name or title of the task `description` string optional Plain text description of the task `due_date` integer optional Due date as Unix timestamp in milliseconds `notify_all` boolean optional When true, notifies task creator and all assignees/watchers `parent` string optional ID of a parent task to create this as a subtask `priority` integer optional Priority level: 1 (urgent), 2 (high), 3 (normal), 4 (low) `start_date` integer optional Start date as Unix timestamp in milliseconds `status` string optional The status of the task (must match a status in the list) `clickup_task_create_from_template` [# ](#clickup_task_create_from_template)Create a new ClickUp task using an existing task template. The template must be added to your workspace before use. 3 params ▾ Create a new ClickUp task using an existing task template. The template must be added to your workspace before use. Name Type Required Description `list_id` string required The ID of the list where the task will be created `name` string required The name for the new task being created from the template `template_id` string required The ID of the task template to use `clickup_task_delete` [# ](#clickup_task_delete)Permanently delete a ClickUp task by task ID. This action cannot be undone. 1 param ▾ Permanently delete a ClickUp task by task ID. This action cannot be undone. Name Type Required Description `task_id` string required The unique identifier of the task to delete `clickup_task_get` [# ](#clickup_task_get)Retrieve details of a specific ClickUp task by task ID. Returns task properties, assignees, status, dates, and custom fields. 3 params ▾ Retrieve details of a specific ClickUp task by task ID. Returns task properties, assignees, status, dates, and custom fields. Name Type Required Description `task_id` string required The unique identifier of the task `include_markdown_description` boolean optional Return task description in Markdown format `include_subtasks` boolean optional Include subtasks in the response `clickup_task_list` [# ](#clickup_task_list)Retrieve tasks from a specific ClickUp list. Supports filtering by status, assignee, tags, and date ranges. Returns up to 100 tasks per page. 7 params ▾ Retrieve tasks from a specific ClickUp list. Supports filtering by status, assignee, tags, and date ranges. Returns up to 100 tasks per page. Name Type Required Description `list_id` string required The ID of the list to retrieve tasks from `archived` boolean optional Return archived tasks `include_closed` boolean optional Include closed tasks in the results `order_by` string optional Field to sort tasks by: id, created, updated, or due\_date `page` integer optional Page number for pagination (starts at 0) `reverse` boolean optional Display results in reverse order `subtasks` boolean optional Include subtasks in the results `clickup_task_members_list` [# ](#clickup_task_members_list)Retrieve Workspace members who have access to a specific ClickUp task. 1 param ▾ Retrieve Workspace members who have access to a specific ClickUp task. Name Type Required Description `task_id` string required Task ID `clickup_task_search` [# ](#clickup_task_search)Search and filter tasks across an entire ClickUp workspace (team). Supports filtering by spaces, lists, folders, statuses, assignees, tags, and date ranges. 8 params ▾ Search and filter tasks across an entire ClickUp workspace (team). Supports filtering by spaces, lists, folders, statuses, assignees, tags, and date ranges. Name Type Required Description `team_id` string required The workspace (team) ID to search tasks within `due_date_gt` integer optional Filter tasks with due date greater than this Unix timestamp in milliseconds `due_date_lt` integer optional Filter tasks with due date less than this Unix timestamp in milliseconds `include_closed` boolean optional Include closed tasks in the results `order_by` string optional Sort field: id, created, updated, or due\_date `page` integer optional Page number for pagination (starts at 0) `reverse` boolean optional Display results in reverse order `subtasks` boolean optional Include subtasks in the results `clickup_task_update` [# ](#clickup_task_update)Update an existing ClickUp task. Supports updating name, description, status, priority, due date, start date, and other fields. 9 params ▾ Update an existing ClickUp task. Supports updating name, description, status, priority, due date, start date, and other fields. Name Type Required Description `task_id` string required The unique identifier of the task to update `archived` boolean optional Set to true to archive the task `description` string optional Updated task description. Use a space character to clear the description. `due_date` integer optional Due date as Unix timestamp in milliseconds `name` string optional New name for the task `priority` integer optional Priority level: 1 (urgent), 2 (high), 3 (normal), 4 (low) `start_date` integer optional Start date as Unix timestamp in milliseconds `status` string optional New status for the task `time_estimate` integer optional Time estimate in milliseconds `clickup_time_entries_list` [# ](#clickup_time_entries_list)Retrieve time entries within a date range for a ClickUp Workspace. 9 params ▾ Retrieve time entries within a date range for a ClickUp Workspace. Name Type Required Description `team_id` string required Workspace ID `assignee` integer optional Filter by user ID `end_date` integer optional End date (Unix ms) `folder_id` integer optional Filter by folder ID `is_billable` boolean optional Filter by billable status `list_id` integer optional Filter by list ID `space_id` integer optional Filter by space ID `start_date` integer optional Start date (Unix ms) `task_id` string optional Filter by task ID `clickup_time_entry_create` [# ](#clickup_time_entry_create)Log a time entry for a task in a ClickUp Workspace. 7 params ▾ Log a time entry for a task in a ClickUp Workspace. Name Type Required Description `duration` integer required Duration in milliseconds `start` integer required Start timestamp (Unix ms) `team_id` string required Workspace ID `assignee` integer optional User ID to assign entry to `billable` boolean optional Mark as billable `description` string optional Time entry description `tid` string optional Task ID to associate with `clickup_user_get` [# ](#clickup_user_get)Retrieve the details of the authenticated ClickUp user account. 0 params ▾ Retrieve the details of the authenticated ClickUp user account. `clickup_view_tasks_list` [# ](#clickup_view_tasks_list)Retrieve all tasks in a specific ClickUp view. 2 params ▾ Retrieve all tasks in a specific ClickUp view. Name Type Required Description `view_id` string required View ID `page` integer optional Page number (starts at 0) `clickup_webhook_create` [# ](#clickup_webhook_create)Create a new webhook in a ClickUp workspace to monitor specific events. Use '\*' for the events field to subscribe to all events. 6 params ▾ Create a new webhook in a ClickUp workspace to monitor specific events. Use '\*' for the events field to subscribe to all events. Name Type Required Description `endpoint` string required The URL that will receive webhook payloads `events` string required Comma-separated list of events to subscribe to, or '\*' for all events `team_id` string required The workspace (team) ID `list_id` integer optional Filter webhook to a specific list ID `space_id` integer optional Filter webhook to a specific space ID `task_id` string optional Filter webhook to a specific task ID `clickup_webhook_delete` [# ](#clickup_webhook_delete)Delete a ClickUp webhook, stopping it from monitoring events. This action cannot be undone. 1 param ▾ Delete a ClickUp webhook, stopping it from monitoring events. This action cannot be undone. Name Type Required Description `webhook_id` string required The unique identifier (UUID) of the webhook to delete `clickup_webhook_get_all` [# ](#clickup_webhook_get_all)Retrieve all webhooks created via the API for a ClickUp workspace. Only returns webhooks created by the authenticated user. 1 param ▾ Retrieve all webhooks created via the API for a ClickUp workspace. Only returns webhooks created by the authenticated user. Name Type Required Description `team_id` string required The workspace (team) ID `clickup_webhook_update` [# ](#clickup_webhook_update)Update an existing ClickUp webhook. Change the endpoint URL, subscribed events, or webhook status. 4 params ▾ Update an existing ClickUp webhook. Change the endpoint URL, subscribed events, or webhook status. Name Type Required Description `endpoint` string required New destination URL for the webhook `events` string required Events to subscribe to, or '\*' for all events `status` string required Status of the webhook (active or inactive) `webhook_id` string required The unique identifier (UUID) of the webhook to update `clickup_workspace_members_list` [# ](#clickup_workspace_members_list)Retrieve all members in a ClickUp Workspace. 1 param ▾ Retrieve all members in a ClickUp Workspace. Name Type Required Description `team_id` string required Workspace ID `clickup_workspace_seats_get` [# ](#clickup_workspace_seats_get)Retrieve seat utilization data for a ClickUp Workspace, showing member and guest seat counts. 1 param ▾ Retrieve seat utilization data for a ClickUp Workspace, showing member and guest seat counts. Name Type Required Description `team_id` string required Workspace ID `clickup_workspaces_list` [# ](#clickup_workspaces_list)Retrieve all ClickUp Workspaces available to the authenticated user. 0 params ▾ Retrieve all ClickUp Workspaces available to the authenticated user. --- # DOCUMENT BOUNDARY --- # Close connector > Connect to Close CRM. Manage leads, contacts, opportunities, tasks, activities, and sales workflows 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Close credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Scalekit environment with the Close connector so Scalekit handles the OAuth flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. 1. ### Create a Close OAuth app * Sign in to [Close](https://app.close.com) and go to **Settings** → **Developer** → **OAuth Apps**. * Click **Create New OAuth App**. * Enter an app name and description. * In the **Redirect URIs** field, paste the redirect URI from Scalekit (see next step — you can come back to add it). ![](/.netlify/images?url=_astro%2Fcreate-oauth-app.9Fbidqxj.png\&w=1200\&h=800\&dpl=6a3b904fcb23b100084833a2) * Copy your **Client ID** and **Client Secret** from the app detail page. 2. ### Set up the connection in Scalekit * In [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**. * Find **Close** and click **Create**. * Copy the **Redirect URI** shown — it looks like: `https:///sso/v1/oauth//callback` * Note the **Connection name** (e.g., `close`) — use this as `connection_name` in your code. ![](/.netlify/images?url=_astro%2Fadd-credentials.DiK9GUjf.png\&w=1200\&h=700\&dpl=6a3b904fcb23b100084833a2) * Return to your Close OAuth app and add the redirect URI you copied. * Back in Scalekit, enter your **Client ID** and **Client Secret**. Scopes are granted automatically by Close — no additional scope configuration is needed. * Click **Save**. 3. ### Add a connected account **Via dashboard (for testing)** * In the connection page, click the **Connected Accounts** tab → **Add account**. * Enter a **User ID** and click **Save**. You will be redirected to Close to authorize access. ![](/.netlify/images?url=_astro%2Fadd-connected-account.FgnGte8m.png\&w=1200\&h=700\&dpl=6a3b904fcb23b100084833a2) **Via API (for production)** * Node.js ```typescript 1 const { link } = await scalekit.actions.getAuthorizationLink({ 2 connectionName: 'close', 3 identifier: 'user_123', 4 }); 5 // Redirect your user to `link` to authorize access 6 console.log('Authorize at:', link); ``` * Python ```python 1 response = scalekit_client.actions.get_authorization_link( 2 connection_name="close", 3 identifier="user_123" 4 ) 5 # Redirect your user to response.link to authorize access 6 print("Authorize at:", response.link) ``` Token refresh Close access tokens expire after 1 hour. Scalekit automatically refreshes them using the refresh token granted by `offline_access` — no re-authorization needed. Required scopes Close OAuth apps automatically receive `all.full_access` and `offline_access`. No additional scope configuration is needed — all 81 tools work with these two scopes. 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'close' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Close:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'close_activities_list', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "close" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Close:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="close_activities_list", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **List webhooks, users, tasks** — List all webhook subscriptions in Close * **Update webhook, task, sms** — Update a webhook subscription’s URL or event subscriptions * **Get webhook, user, task** — Retrieve a single webhook subscription by ID * **Delete webhook, task, sms** — Delete a webhook subscription from Close * **Create webhook, task, sms** — Create a new webhook subscription to receive Close event notifications * **Merge lead** — Merge two leads into one ## Common workflows [Section titled “Common workflows”](#common-workflows) Proxy API call * Node.js ```typescript 1 // Fetch the authenticated user's profile 2 const me = await actions.request({ 3 connectionName: 'close', 4 identifier: 'user_123', 5 path: '/api/v1/me/', 6 method: 'GET', 7 }); 8 console.log(me); ``` * Python ```python 1 # Fetch the authenticated user's profile 2 me = actions.request( 3 connection_name="close", 4 identifier="user_123", 5 path="/api/v1/me/", 6 method="GET" 7 ) 8 print(me) ``` No OAuth flow per request Close uses OAuth 2.0 — Scalekit stores and refreshes the access token automatically. Your code only needs `connection_name` and `identifier` per request. Basic example — get the current user * Node.js ```typescript 1 const me = await actions.executeTool({ 2 toolName: 'close_me_get', 3 connector: 'close', 4 identifier: 'user_123', 5 toolInput: {}, 6 }); 7 console.log(me); ``` * Python ```python 1 me = actions.execute_tool( 2 tool_name="close_me_get", 3 connection_name="close", 4 identifier="user_123", 5 tool_input={} 6 ) 7 print(me) ``` Advanced enrichment workflow This example shows a complete lead enrichment pipeline: find a lead, attach activities, enroll in a sequence, and track progress — all in one automated flow. * Node.js ```typescript 1 const opts = { connector: 'close', identifier: 'user_123' }; 2 3 async function enrichAndEnrollLead(companyName: string, contactEmail: string) { 4 // 1. Find or create the lead 5 const searchResult = await actions.executeTool({ 6 toolName: 'close_leads_list', 7 ...opts, 8 toolInput: { query: companyName, _limit: 1 }, 9 }); 10 11 let leadId: string; 12 if (searchResult.data.length > 0) { 13 leadId = searchResult.data[0].id; 14 console.log(`Found existing lead: ${leadId}`); 15 } else { 16 const newLead = await actions.executeTool({ 17 toolName: 'close_lead_create', 18 ...opts, 19 toolInput: { name: companyName }, 20 }); 21 leadId = newLead.id; 22 console.log(`Created lead: ${leadId}`); 23 } 24 25 // 2. Create a contact on the lead 26 const contact = await actions.executeTool({ 27 toolName: 'close_contact_create', 28 ...opts, 29 toolInput: { 30 lead_id: leadId, 31 name: contactEmail.split('@')[0], 32 emails: JSON.stringify([{ email: contactEmail, type: 'office' }]), 33 }, 34 }); 35 console.log(`Created contact: ${contact.id}`); 36 37 // 3. Create an opportunity on the lead 38 const pipelines = await actions.executeTool({ 39 toolName: 'close_pipelines_list', 40 ...opts, 41 toolInput: {}, 42 }); 43 const pipeline = pipelines.data[0]; 44 const activeStatus = pipeline.statuses.find((s: any) => s.type === 'active'); 45 if (!activeStatus) throw new Error('No active status found in pipeline'); 46 47 const opportunity = await actions.executeTool({ 48 toolName: 'close_opportunity_create', 49 ...opts, 50 toolInput: { 51 lead_id: leadId, 52 status_id: activeStatus.id, 53 value: 500000, // $5,000.00 in cents 54 value_currency: 'USD', 55 value_period: 'one_time', 56 confidence: 30, 57 }, 58 }); 59 console.log(`Created opportunity: ${opportunity.id} — $${opportunity.value / 100}`); 60 61 // 4. Log a note summarizing the enrichment 62 await actions.executeTool({ 63 toolName: 'close_note_create', 64 ...opts, 65 toolInput: { 66 lead_id: leadId, 67 note: `Lead enriched automatically. Contact ${contactEmail} created. Opportunity ${opportunity.id} opened.`, 68 }, 69 }); 70 71 // 5. Create a follow-up task 72 const tomorrow = new Date(); 73 tomorrow.setDate(tomorrow.getDate() + 1); 74 await actions.executeTool({ 75 toolName: 'close_task_create', 76 ...opts, 77 toolInput: { 78 lead_id: leadId, 79 text: `Follow up with ${contactEmail}`, 80 date: tomorrow.toISOString().split('T')[0], 81 }, 82 }); 83 84 // 6. Enroll the contact in a sequence (if sequences exist) 85 const sequences = await actions.executeTool({ 86 toolName: 'close_sequences_list', 87 ...opts, 88 toolInput: { _limit: 1 }, 89 }); 90 91 if (sequences.data.length > 0) { 92 const subscription = await actions.executeTool({ 93 toolName: 'close_sequence_subscription_create', 94 ...opts, 95 toolInput: { 96 contact_id: contact.id, 97 sequence_id: sequences.data[0].id, 98 }, 99 }); 100 console.log(`Enrolled contact in sequence. Subscription: ${subscription.id}`); 101 } 102 103 return { leadId, contactId: contact.id, opportunityId: opportunity.id }; 104 } 105 106 // Run the enrichment 107 enrichAndEnrollLead('Acme Corp', 'jane@acme.com').then(console.log); ``` * Python ```python 1 from datetime import date, timedelta 2 3 def execute(tool_name, tool_input): 4 return actions.execute_tool( 5 tool_name=tool_name, 6 connection_name="close", 7 identifier="user_123", 8 tool_input=tool_input 9 ) 10 11 def enrich_and_enroll_lead(company_name: str, contact_email: str): 12 # 1. Find or create the lead 13 search = execute("close_leads_list", {"query": company_name, "_limit": 1}) 14 if search["data"]: 15 lead_id = search["data"][0]["id"] 16 print(f"Found existing lead: {lead_id}") 17 else: 18 lead = execute("close_lead_create", {"name": company_name}) 19 lead_id = lead["id"] 20 print(f"Created lead: {lead_id}") 21 22 # 2. Create a contact on the lead 23 contact = execute("close_contact_create", { 24 "lead_id": lead_id, 25 "name": contact_email.split("@")[0], 26 "emails": json.dumps([{"email": contact_email, "type": "office"}]), 27 }) 28 print(f"Created contact: {contact['id']}") 29 30 # 3. Create an opportunity 31 pipelines = execute("close_pipelines_list", {}) 32 pipeline = pipelines["data"][0] 33 active_status = next(s for s in pipeline["statuses"] if s["type"] == "active") 34 35 opp = execute("close_opportunity_create", { 36 "lead_id": lead_id, 37 "status_id": active_status["id"], 38 "value": 500000, # $5,000.00 in cents 39 "value_currency": "USD", 40 "value_period": "one_time", 41 "confidence": 30, 42 }) 43 print(f"Created opportunity: {opp['id']} — ${opp['value'] / 100:.2f}") 44 45 # 4. Log a note 46 execute("close_note_create", { 47 "lead_id": lead_id, 48 "note": ( 49 f"Lead enriched automatically. " 50 f"Contact {contact_email} created. " 51 f"Opportunity {opp['id']} opened." 52 ), 53 }) 54 55 # 5. Create a follow-up task 56 tomorrow = (date.today() + timedelta(days=1)).isoformat() 57 execute("close_task_create", { 58 "lead_id": lead_id, 59 "text": f"Follow up with {contact_email}", 60 "date": tomorrow, 61 }) 62 63 # 6. Enroll in a sequence if one exists 64 sequences = execute("close_sequences_list", {"_limit": 1}) 65 if sequences["data"]: 66 sub = execute("close_sequence_subscription_create", { 67 "contact_id": contact["id"], 68 "sequence_id": sequences["data"][0]["id"], 69 }) 70 print(f"Enrolled contact in sequence. Subscription: {sub['id']}") 71 72 return { 73 "lead_id": lead_id, 74 "contact_id": contact["id"], 75 "opportunity_id": opp["id"] 76 } 77 78 result = enrich_and_enroll_lead("Acme Corp", "jane@acme.com") 79 print(result) ``` Required scopes Close OAuth apps automatically include both required scopes — no manual scope selection is needed. | Scope | Required for | | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------- | | `all.full_access` | All 81 tools (leads, contacts, opportunities, tasks, notes, calls, emails, SMS, pipelines, sequences, webhooks, users, custom fields) | | `offline_access` | All tools — enables the refresh token so sessions persist beyond 1 hour | ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `close_activities_list` [# ](#close_activities_list)List all activity types for a lead in Close (calls, emails, notes, SMS, etc.). 8 params ▾ List all activity types for a lead in Close (calls, emails, notes, SMS, etc.). Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_order_by` string optional Sort field. Default: date\_created. `_skip` integer optional Number of results to skip (offset). `_type` string optional Activity type: Note, Call, Email, Sms, etc. `contact_id` string optional Filter by contact ID. `lead_id` string optional Filter by lead ID. `user_id` string optional Filter by user ID. `close_call_create` [# ](#close_call_create)Log an external call activity on a lead in Close. 8 params ▾ Log an external call activity on a lead in Close. Name Type Required Description `lead_id` string required ID of the lead for this call. `status` string required Call outcome: completed, no\_answer, wrong\_number, left\_voicemail, etc. `contact_id` string optional ID of the contact called. `direction` string optional Call direction: inbound or outbound. `duration` integer optional Call duration in seconds. `note` string optional Notes about the call. `phone` string optional Phone number called. `recording_url` string optional HTTPS URL of the call recording. `close_call_delete` [# ](#close_call_delete)Delete a call activity from Close. 1 param ▾ Delete a call activity from Close. Name Type Required Description `call_id` string required ID of the call to delete. `close_call_get` [# ](#close_call_get)Retrieve a single call activity by ID. 1 param ▾ Retrieve a single call activity by ID. Name Type Required Description `call_id` string required ID of the call activity. `close_call_update` [# ](#close_call_update)Update a call activity's note, status, or duration. 4 params ▾ Update a call activity's note, status, or duration. Name Type Required Description `call_id` string required ID of the call to update. `duration` integer optional Updated call duration in seconds. `note` string optional Updated call notes. `status` string optional Updated call status. `close_calls_list` [# ](#close_calls_list)List call activities in Close, optionally filtered by lead, contact, or user. 6 params ▾ List call activities in Close, optionally filtered by lead, contact, or user. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `contact_id` string optional Filter by contact ID. `lead_id` string optional Filter by lead ID. `user_id` string optional Filter by user ID. `close_comment_create` [# ](#close_comment_create)Post a comment on a Close object (lead, opportunity, etc.). 2 params ▾ Post a comment on a Close object (lead, opportunity, etc.). Name Type Required Description `body` string required Comment text body. `object_id` string required ID of the object to comment on. `close_comment_delete` [# ](#close_comment_delete)Delete a comment from Close. 1 param ▾ Delete a comment from Close. Name Type Required Description `comment_id` string required ID of the comment to delete. `close_comment_get` [# ](#close_comment_get)Retrieve a single comment by ID. 1 param ▾ Retrieve a single comment by ID. Name Type Required Description `comment_id` string required ID of the comment. `close_comment_update` [# ](#close_comment_update)Update the text of an existing comment. 2 params ▾ Update the text of an existing comment. Name Type Required Description `comment` string required Updated comment text. `comment_id` string required ID of the comment to update. `close_comments_list` [# ](#close_comments_list)List comments on an object. Provide either object\_id or thread\_id to filter results. 5 params ▾ List comments on an object. Provide either object\_id or thread\_id to filter results. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `object_id` string optional ID of the object to fetch comments for. `thread_id` string optional ID of the comment thread. `close_contact_create` [# ](#close_contact_create)Create a new contact in Close and associate it with a lead. 5 params ▾ Create a new contact in Close and associate it with a lead. Name Type Required Description `lead_id` string required ID of the lead to associate this contact with. `emails` string optional JSON array of email objects, e.g. \[{"email": "jane\@acme.com", "type": "office"}]. `name` string optional Full name of the contact. `phones` string optional JSON array of phone objects, e.g. \[{"phone": "+1234567890", "type": "office"}]. `title` string optional Job title of the contact. `close_contact_delete` [# ](#close_contact_delete)Delete a contact from Close. 1 param ▾ Delete a contact from Close. Name Type Required Description `contact_id` string required ID of the contact to delete. `close_contact_get` [# ](#close_contact_get)Retrieve a single contact by ID from Close. 2 params ▾ Retrieve a single contact by ID from Close. Name Type Required Description `contact_id` string required ID of the contact. `_fields` string optional Comma-separated list of fields to return. `close_contact_update` [# ](#close_contact_update)Update a contact's name, title, phone numbers, or email addresses. 5 params ▾ Update a contact's name, title, phone numbers, or email addresses. Name Type Required Description `contact_id` string required ID of the contact to update. `emails` string optional JSON array of email objects. `name` string optional New full name. `phones` string optional JSON array of phone objects. `title` string optional New job title. `close_contacts_list` [# ](#close_contacts_list)List contacts in Close, optionally filtered by lead. 4 params ▾ List contacts in Close, optionally filtered by lead. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `lead_id` string optional Filter contacts by lead ID. `close_custom_field_contact_create` [# ](#close_custom_field_contact_create)Create a new custom field for contacts in Close. 2 params ▾ Create a new custom field for contacts in Close. Name Type Required Description `name` string required Name of the custom field. `type` string required Field type: text, number, date, url, choices, etc. `close_custom_field_contact_delete` [# ](#close_custom_field_contact_delete)Delete a contact custom field from Close. 1 param ▾ Delete a contact custom field from Close. Name Type Required Description `custom_field_id` string required ID of the custom field to delete. `close_custom_field_contact_get` [# ](#close_custom_field_contact_get)Retrieve a single contact custom field by ID. 1 param ▾ Retrieve a single contact custom field by ID. Name Type Required Description `custom_field_id` string required ID of the custom field. `close_custom_field_contact_update` [# ](#close_custom_field_contact_update)Update a contact custom field's name or choices. 2 params ▾ Update a contact custom field's name or choices. Name Type Required Description `custom_field_id` string required ID of the custom field to update. `name` string optional New name for the custom field. `close_custom_field_lead_create` [# ](#close_custom_field_lead_create)Create a new custom field for leads in Close. 2 params ▾ Create a new custom field for leads in Close. Name Type Required Description `name` string required Name of the custom field. `type` string required Field type: text, number, date, url, choices, etc. `close_custom_field_lead_delete` [# ](#close_custom_field_lead_delete)Delete a lead custom field from Close. 1 param ▾ Delete a lead custom field from Close. Name Type Required Description `custom_field_id` string required ID of the custom field to delete. `close_custom_field_lead_get` [# ](#close_custom_field_lead_get)Retrieve a single lead custom field by ID. 1 param ▾ Retrieve a single lead custom field by ID. Name Type Required Description `custom_field_id` string required ID of the custom field. `close_custom_field_lead_update` [# ](#close_custom_field_lead_update)Update a lead custom field's name or choices. 2 params ▾ Update a lead custom field's name or choices. Name Type Required Description `custom_field_id` string required ID of the custom field to update. `name` string optional New name for the custom field. `close_custom_field_opportunity_create` [# ](#close_custom_field_opportunity_create)Create a new custom field for opportunitys in Close. 2 params ▾ Create a new custom field for opportunitys in Close. Name Type Required Description `name` string required Name of the custom field. `type` string required Field type: text, number, date, url, choices, etc. `close_custom_field_opportunity_delete` [# ](#close_custom_field_opportunity_delete)Delete a opportunity custom field from Close. 1 param ▾ Delete a opportunity custom field from Close. Name Type Required Description `custom_field_id` string required ID of the custom field to delete. `close_custom_field_opportunity_get` [# ](#close_custom_field_opportunity_get)Retrieve a single opportunity custom field by ID. 1 param ▾ Retrieve a single opportunity custom field by ID. Name Type Required Description `custom_field_id` string required ID of the custom field. `close_custom_field_opportunity_update` [# ](#close_custom_field_opportunity_update)Update a opportunity custom field's name or choices. 2 params ▾ Update a opportunity custom field's name or choices. Name Type Required Description `custom_field_id` string required ID of the custom field to update. `name` string optional New name for the custom field. `close_custom_fields_contact_list` [# ](#close_custom_fields_contact_list)List all custom fields defined for contacts in Close. 3 params ▾ List all custom fields defined for contacts in Close. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `close_custom_fields_lead_list` [# ](#close_custom_fields_lead_list)List all custom fields defined for leads in Close. 3 params ▾ List all custom fields defined for leads in Close. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `close_custom_fields_opportunity_list` [# ](#close_custom_fields_opportunity_list)List all custom fields defined for opportunitys in Close. 3 params ▾ List all custom fields defined for opportunitys in Close. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `close_email_create` [# ](#close_email_create)Log or send an email activity on a lead in Close. 8 params ▾ Log or send an email activity on a lead in Close. Name Type Required Description `lead_id` string required ID of the lead for this email. `status` string required Email status: inbox, draft, scheduled, outbox, sent. `body_html` string optional HTML email body. `body_text` string optional Plain text email body. `contact_id` string optional ID of the contact this email is for. `sender` string optional Sender email address. `subject` string optional Email subject line. `to` string optional JSON array of recipient emails, e.g. \[{"email": "jane\@acme.com"}]. `close_email_delete` [# ](#close_email_delete)Delete an email activity from Close. 1 param ▾ Delete an email activity from Close. Name Type Required Description `email_id` string required ID of the email to delete. `close_email_get` [# ](#close_email_get)Retrieve a single email activity by ID. 1 param ▾ Retrieve a single email activity by ID. Name Type Required Description `email_id` string required ID of the email activity. `close_email_update` [# ](#close_email_update)Update an email activity's status, subject, or body. 5 params ▾ Update an email activity's status, subject, or body. Name Type Required Description `email_id` string required ID of the email to update. `body_html` string optional New HTML body. `body_text` string optional New plain text body. `status` string optional New email status: draft, scheduled, outbox, sent. `subject` string optional New subject line. `close_emails_list` [# ](#close_emails_list)List email activities in Close, optionally filtered by lead or user. 6 params ▾ List email activities in Close, optionally filtered by lead or user. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `contact_id` string optional Filter by contact ID. `lead_id` string optional Filter by lead ID. `user_id` string optional Filter by user ID. `close_lead_create` [# ](#close_lead_create)Create a new lead in Close with name, contacts, addresses, and custom fields. 4 params ▾ Create a new lead in Close with name, contacts, addresses, and custom fields. Name Type Required Description `name` string required Name of the lead / company. `description` string optional Description or notes about the lead. `status_id` string optional Lead status ID. `url` string optional Website URL of the lead. `close_lead_delete` [# ](#close_lead_delete)Permanently delete a lead and all its associated data from Close. 1 param ▾ Permanently delete a lead and all its associated data from Close. Name Type Required Description `lead_id` string required ID of the lead to delete. `close_lead_get` [# ](#close_lead_get)Retrieve a single lead by ID from Close. 2 params ▾ Retrieve a single lead by ID from Close. Name Type Required Description `lead_id` string required ID of the lead to retrieve. `_fields` string optional Comma-separated list of fields to return. `close_lead_merge` [# ](#close_lead_merge)Merge two leads into one. The source lead is merged into the destination lead. 2 params ▾ Merge two leads into one. The source lead is merged into the destination lead. Name Type Required Description `destination` string required ID of the lead to merge into (will be kept). `source` string required ID of the lead to merge from (will be deleted). `close_lead_update` [# ](#close_lead_update)Update an existing lead's name, status, description, or custom fields. 5 params ▾ Update an existing lead's name, status, description, or custom fields. Name Type Required Description `lead_id` string required ID of the lead to update. `description` string optional Updated description. `name` string optional New name for the lead. `status_id` string optional New lead status ID. `url` string optional New website URL. `close_leads_list` [# ](#close_leads_list)List and search leads in Close. Supports full-text search and sorting. 5 params ▾ List and search leads in Close. Supports full-text search and sorting. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_order_by` string optional Field to sort by. Prefix with - for descending. `_skip` integer optional Number of results to skip (offset). `query` string optional Full-text search query to filter leads. `close_me_get` [# ](#close_me_get)Retrieve information about the authenticated Close user. 0 params ▾ Retrieve information about the authenticated Close user. `close_note_create` [# ](#close_note_create)Create a note activity on a lead in Close. 3 params ▾ Create a note activity on a lead in Close. Name Type Required Description `lead_id` string required ID of the lead to attach this note to. `note` string required Note body text (plain text). `contact_id` string optional ID of the contact this note relates to. `close_note_delete` [# ](#close_note_delete)Delete a note activity from Close. 1 param ▾ Delete a note activity from Close. Name Type Required Description `note_id` string required ID of the note to delete. `close_note_get` [# ](#close_note_get)Retrieve a single note activity by ID. 1 param ▾ Retrieve a single note activity by ID. Name Type Required Description `note_id` string required ID of the note activity. `close_note_update` [# ](#close_note_update)Update the body text of a note activity. 2 params ▾ Update the body text of a note activity. Name Type Required Description `note` string required Updated note body text. `note_id` string required ID of the note to update. `close_notes_list` [# ](#close_notes_list)List note activities in Close, optionally filtered by lead or user. 6 params ▾ List note activities in Close, optionally filtered by lead or user. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `contact_id` string optional Filter by contact ID. `lead_id` string optional Filter by lead ID. `user_id` string optional Filter by user ID. `close_opportunities_list` [# ](#close_opportunities_list)List opportunities in Close, with optional filters by lead, user, or status. 8 params ▾ List opportunities in Close, with optional filters by lead, user, or status. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_order_by` string optional Field to sort by. Prefix with - for descending. `_skip` integer optional Number of results to skip (offset). `lead_id` string optional Filter by lead ID. `status_id` string optional Filter by opportunity status ID. `status_type` string optional Filter by status type: active, won, or lost. `user_id` string optional Filter by assigned user ID. `close_opportunity_create` [# ](#close_opportunity_create)Create a new opportunity (deal) in Close and associate it with a lead. 9 params ▾ Create a new opportunity (deal) in Close and associate it with a lead. Name Type Required Description `lead_id` string required ID of the lead for this opportunity. `status_id` string required ID of the opportunity status. `confidence` integer optional Win probability percentage (0-100). `date_won` string optional Date won (YYYY-MM-DD), set when status is won. `expected_date` string optional Expected close date (YYYY-MM-DD). `note` string optional Note about this opportunity. `value` integer optional Monetary value of the opportunity in cents. `value_currency` string optional Currency code, e.g. USD. `value_period` string optional Billing period: one\_time, monthly, or annual. `close_opportunity_delete` [# ](#close_opportunity_delete)Delete an opportunity from Close. 1 param ▾ Delete an opportunity from Close. Name Type Required Description `opportunity_id` string required ID of the opportunity to delete. `close_opportunity_get` [# ](#close_opportunity_get)Retrieve a single opportunity by ID from Close. 2 params ▾ Retrieve a single opportunity by ID from Close. Name Type Required Description `opportunity_id` string required ID of the opportunity. `_fields` string optional Comma-separated list of fields to return. `close_opportunity_update` [# ](#close_opportunity_update)Update an opportunity's status, value, note, or confidence. 9 params ▾ Update an opportunity's status, value, note, or confidence. Name Type Required Description `opportunity_id` string required ID of the opportunity to update. `confidence` integer optional Win probability (0-100). `date_won` string optional Date won (YYYY-MM-DD). `expected_date` string optional Expected close date (YYYY-MM-DD). `note` string optional Updated note. `status_id` string optional New status ID. `value` integer optional Updated monetary value in cents. `value_currency` string optional Currency code, e.g. USD. `value_period` string optional Billing period: one\_time, monthly, or annual. `close_pipeline_create` [# ](#close_pipeline_create)Create a new opportunity pipeline in Close. 1 param ▾ Create a new opportunity pipeline in Close. Name Type Required Description `name` string required Name of the pipeline. `close_pipeline_delete` [# ](#close_pipeline_delete)Delete a pipeline from Close. 1 param ▾ Delete a pipeline from Close. Name Type Required Description `pipeline_id` string required ID of the pipeline to delete. `close_pipeline_get` [# ](#close_pipeline_get)Retrieve a single pipeline by ID. 1 param ▾ Retrieve a single pipeline by ID. Name Type Required Description `pipeline_id` string required ID of the pipeline. `close_pipeline_update` [# ](#close_pipeline_update)Update an existing pipeline's name or statuses. 2 params ▾ Update an existing pipeline's name or statuses. Name Type Required Description `pipeline_id` string required ID of the pipeline to update. `name` string optional New pipeline name. `close_pipelines_list` [# ](#close_pipelines_list)List all opportunity pipelines in the Close organization. 3 params ▾ List all opportunity pipelines in the Close organization. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `close_sequence_get` [# ](#close_sequence_get)Retrieve a single sequence by ID. 1 param ▾ Retrieve a single sequence by ID. Name Type Required Description `sequence_id` string required ID of the sequence. `close_sequence_subscription_create` [# ](#close_sequence_subscription_create)Enroll a contact in a Close sequence. 3 params ▾ Enroll a contact in a Close sequence. Name Type Required Description `contact_id` string required ID of the contact to enroll. `sequence_id` string required ID of the sequence to enroll in. `sender_account_id` string optional ID of the sender email account. `close_sequence_subscription_get` [# ](#close_sequence_subscription_get)Retrieve a single sequence subscription by ID. 1 param ▾ Retrieve a single sequence subscription by ID. Name Type Required Description `subscription_id` string required ID of the subscription. `close_sequence_subscription_update` [# ](#close_sequence_subscription_update)Pause or resume a contact's sequence subscription. 2 params ▾ Pause or resume a contact's sequence subscription. Name Type Required Description `subscription_id` string required ID of the subscription to update. `pause` boolean optional Set to true to pause the subscription, false to resume. `close_sequence_subscriptions_list` [# ](#close_sequence_subscriptions_list)List sequence subscriptions. Provide one of lead\_id, contact\_id, or sequence\_id to filter results. 6 params ▾ List sequence subscriptions. Provide one of lead\_id, contact\_id, or sequence\_id to filter results. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `contact_id` string optional Filter by contact ID. `lead_id` string optional Filter by lead ID. `sequence_id` string optional Filter by sequence ID. `close_sequences_list` [# ](#close_sequences_list)List email/activity sequences in Close. 3 params ▾ List email/activity sequences in Close. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `close_sms_create` [# ](#close_sms_create)Log or send an SMS activity on a lead in Close. 6 params ▾ Log or send an SMS activity on a lead in Close. Name Type Required Description `lead_id` string required ID of the lead for this SMS. `status` string required SMS status: inbox, draft, scheduled, outbox, sent. `contact_id` string optional ID of the contact for this SMS. `local_phone` string optional Your local phone number to send from. `remote_phone` string optional Recipient phone number. `text` string optional Body text of the SMS message. `close_sms_delete` [# ](#close_sms_delete)Delete an SMS activity from Close. 1 param ▾ Delete an SMS activity from Close. Name Type Required Description `sms_id` string required ID of the SMS to delete. `close_sms_get` [# ](#close_sms_get)Retrieve a single SMS activity by ID. 1 param ▾ Retrieve a single SMS activity by ID. Name Type Required Description `sms_id` string required ID of the SMS activity. `close_sms_list` [# ](#close_sms_list)List SMS activities in Close, optionally filtered by lead or user. 6 params ▾ List SMS activities in Close, optionally filtered by lead or user. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `contact_id` string optional Filter by contact ID. `lead_id` string optional Filter by lead ID. `user_id` string optional Filter by user ID. `close_sms_update` [# ](#close_sms_update)Update an SMS activity's text or status. 3 params ▾ Update an SMS activity's text or status. Name Type Required Description `sms_id` string required ID of the SMS to update. `status` string optional New SMS status. `text` string optional Updated message text. `close_task_create` [# ](#close_task_create)Create a new task in Close and assign it to a lead and user. 6 params ▾ Create a new task in Close and assign it to a lead and user. Name Type Required Description `lead_id` string required ID of the lead to associate this task with. `_type` string optional Task type, default is lead. `assigned_to` string optional User ID to assign the task to. `date` string optional Task due date (YYYY-MM-DD or ISO 8601). `is_complete` boolean optional Whether the task is already complete. `text` string optional Task description / title. `close_task_delete` [# ](#close_task_delete)Delete a task from Close. 1 param ▾ Delete a task from Close. Name Type Required Description `task_id` string required ID of the task to delete. `close_task_get` [# ](#close_task_get)Retrieve a single task by ID from Close. 2 params ▾ Retrieve a single task by ID from Close. Name Type Required Description `task_id` string required ID of the task. `_fields` string optional Comma-separated list of fields to return. `close_task_update` [# ](#close_task_update)Update a task's text, assigned user, due date, or completion status. 5 params ▾ Update a task's text, assigned user, due date, or completion status. Name Type Required Description `task_id` string required ID of the task to update. `assigned_to` string optional New assigned user ID. `date` string optional New due date (YYYY-MM-DD). `is_complete` boolean optional Mark task as complete or incomplete. `text` string optional New task description. `close_tasks_list` [# ](#close_tasks_list)List tasks in Close. Filter by lead, assigned user, type, or completion status. 9 params ▾ List tasks in Close. Filter by lead, assigned user, type, or completion status. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_order_by` string optional Sort field. Prefix with - for descending. `_skip` integer optional Number of results to skip (offset). `_type` string optional Task type: lead, incoming\_email, email, automated\_email, outgoing\_call. `assigned_to` string optional Filter by assigned user ID. `is_complete` boolean optional Filter by completion: true or false. `lead_id` string optional Filter by lead ID. `view` string optional Predefined view: inbox, future, or archive. `close_user_get` [# ](#close_user_get)Retrieve a single user by ID from Close. 2 params ▾ Retrieve a single user by ID from Close. Name Type Required Description `user_id` string required ID of the user. `_fields` string optional Comma-separated list of fields to return. `close_users_list` [# ](#close_users_list)List all users in the Close organization. 3 params ▾ List all users in the Close organization. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). `close_webhook_create` [# ](#close_webhook_create)Create a new webhook subscription to receive Close event notifications. 3 params ▾ Create a new webhook subscription to receive Close event notifications. Name Type Required Description `events` string required JSON array of event objects to subscribe to, e.g. \[{"object\_type":"lead","action":"created"}]. `url` string required HTTPS endpoint URL to receive webhook events. `verify_ssl` boolean optional Whether to verify SSL certificates. `close_webhook_delete` [# ](#close_webhook_delete)Delete a webhook subscription from Close. 1 param ▾ Delete a webhook subscription from Close. Name Type Required Description `webhook_id` string required ID of the webhook to delete. `close_webhook_get` [# ](#close_webhook_get)Retrieve a single webhook subscription by ID. 1 param ▾ Retrieve a single webhook subscription by ID. Name Type Required Description `webhook_id` string required ID of the webhook. `close_webhook_update` [# ](#close_webhook_update)Update a webhook subscription's URL or event subscriptions. 4 params ▾ Update a webhook subscription's URL or event subscriptions. Name Type Required Description `webhook_id` string required ID of the webhook to update. `events` string optional New JSON array of event objects. `url` string optional New HTTPS endpoint URL. `verify_ssl` boolean optional Whether to verify SSL certificates. `close_webhooks_list` [# ](#close_webhooks_list)List all webhook subscriptions in Close. 3 params ▾ List all webhook subscriptions in Close. Name Type Required Description `_fields` string optional Comma-separated list of fields to return. `_limit` integer optional Maximum number of results to return. `_skip` integer optional Number of results to skip (offset). --- # DOCUMENT BOUNDARY --- # Close MCP connector > Close is a CRM and sales platform. The Close MCP server provides a standardized interface that allows any compatible AI model or agent to access Close CRM... 1. ### Install the SDK [Section titled “Install the SDK”](#install-the-sdk) * Node.js ```bash 1 npm install @scalekit-sdk/node ``` * Python ```bash 1 pip install scalekit ``` Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/) 2. ### Set your credentials [Section titled “Set your credentials”](#set-your-credentials) Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**. .env ```sh SCALEKIT_ENVIRONMENT_URL= SCALEKIT_CLIENT_ID= SCALEKIT_CLIENT_SECRET= ``` 3. ### Set up the connector [Section titled “Set up the connector”](#set-up-the-connector) Register your Close MCP credentials with Scalekit so it handles the token lifecycle. You do this once per environment. Dashboard setup steps Register your Firecrawl API key with Scalekit so it can authenticate and proxy scraping requests on behalf of your users. Close MCP uses API key authentication — there is no redirect URI or OAuth flow. 1. ### Get a Firecrawl API key * Go to [firecrawl.dev](https://firecrawl.dev) and sign in or create a free account. * Your API key is shown on the **Overview** page under **API Key**. Copy it — it starts with `fc-`. 2. ### Create a connection in Scalekit * In the [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** → **Connections** → **Create Connection**. * Search for **Close MCP** and click **Create**. * Note the **Connection name** — use this as `connection_name` in your code (e.g., `closemcp`). 3. ### Add a connected account Connected accounts link a specific user identifier in your system to a Firecrawl API key. Add them via the dashboard for testing, or via the Scalekit API in production. **Via dashboard (for testing)** * Open the connection and click the **Connected Accounts** tab → **Add account**. * Fill in **Your User’s ID** and **API Key**, then click **Save**. **Via API (for production)** * Node.js ```typescript 1 await scalekit.actions.upsertConnectedAccount({ 2 connectionName: 'closemcp', 3 identifier: 'user_123', 4 credentials: { token: 'fc-...' }, 5 }); ``` * Python ```python 1 scalekit_client.actions.upsert_connected_account( 2 connection_name="closemcp", 3 identifier="user_123", 4 credentials={"token": "fc-..."} 5 ) ``` 4. ### Authorize and make your first call [Section titled “Authorize and make your first call”](#authorize-and-make-your-first-call) * Node.js quickstart.ts ```typescript 1 import { ScalekitClient } from '@scalekit-sdk/node' 2 import 'dotenv/config' 3 4 const scalekit = new ScalekitClient( 5 process.env.SCALEKIT_ENV_URL, 6 process.env.SCALEKIT_CLIENT_ID, 7 process.env.SCALEKIT_CLIENT_SECRET, 8 ) 9 const actions = scalekit.actions 10 11 const connector = 'closemcp' 12 const identifier = 'user_123' 13 14 // Generate an authorization link for the user 15 const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier }) 16 console.log('Authorize Close MCP:', link) 17 process.stdout.write('Press Enter after authorizing...') 18 await new Promise(r => process.stdin.once('data', r)) 19 20 // Make your first call 21 const result = await actions.executeTool({ 22 connector, 23 identifier, 24 toolName: 'closemcp_activity_search', 25 toolInput: {}, 26 }) 27 console.log(result) ``` * Python quickstart.py ```python 1 import os 2 from scalekit.client import ScalekitClient 3 from dotenv import load_dotenv 4 load_dotenv() 5 6 scalekit_client = ScalekitClient( 7 env_url=os.getenv("SCALEKIT_ENV_URL"), 8 client_id=os.getenv("SCALEKIT_CLIENT_ID"), 9 client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"), 10 ) 11 actions = scalekit_client.actions 12 13 connection_name = "closemcp" 14 identifier = "user_123" 15 16 # Generate an authorization link for the user 17 link_response = actions.get_authorization_link( 18 connection_name=connection_name, 19 identifier=identifier, 20 ) 21 print("Authorize Close MCP:", link_response.link) 22 input("Press Enter after authorizing...") 23 24 # Make your first call 25 result = actions.execute_tool( 26 tool_input={}, 27 tool_name="closemcp_activity_search", 28 connection_name=connection_name, 29 identifier=identifier, 30 ) 31 print(result) ``` ## What you can do [Section titled “What you can do”](#what-you-can-do) Connect this agent connector to let your agent: * **Search activity, close product knowledge, lead** — Search for activities * **Aggregation records** — Perform an aggregation to answer questions like: * How many emails were sent this week? * Calls by user this week (Who made the most?) You MUST first fetch the list of available leads of fields using the `get_fields` tool * **Update apply voice agent, propose voice agent, contact** — Apply a previously proposed voice agent update * **Create address, call task, comment** — Add a new address to an existing lead (company) * **Delete address, contact, custom activity instance** — Delete an address from an existing lead (company) if there is an exact match * **Field enrich** — Use AI to determine and set the value of a field on a lead or contact ## Common workflows [Section titled “Common workflows”](#common-workflows) ### Scrape a page Use `closemcp_firecrawl_scrape` to extract clean markdown content from any URL. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connectionName: 'closemcp', 3 identifier: 'user_123', 4 toolName: 'closemcp_firecrawl_scrape', 5 toolInput: { 6 url: 'https://docs.example.com/getting-started', 7 onlyMainContent: true, 8 }, 9 }); 10 console.log(result.data); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name="closemcp", 3 identifier="user_123", 4 tool_name="closemcp_firecrawl_scrape", 5 tool_input={ 6 "url": "https://docs.example.com/getting-started", 7 "onlyMainContent": True, 8 }, 9 ) 10 print(result.data) ``` ### Search the web Use `closemcp_firecrawl_search` to run a live web search and get scraped content from the top results. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connectionName: 'closemcp', 3 identifier: 'user_123', 4 toolName: 'closemcp_firecrawl_search', 5 toolInput: { 6 query: 'best practices for API rate limiting 2026', 7 limit: 5, 8 }, 9 }); 10 console.log(result.data); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name="closemcp", 3 identifier="user_123", 4 tool_name="closemcp_firecrawl_search", 5 tool_input={ 6 "query": "best practices for API rate limiting 2026", 7 "limit": 5, 8 }, 9 ) 10 print(result.data) ``` ### Extract structured data from a URL Use `closemcp_firecrawl_extract` with a natural-language prompt and optional JSON Schema to pull structured data from one or more pages. * Node.js ```typescript 1 const result = await actions.executeTool({ 2 connectionName: 'closemcp', 3 identifier: 'user_123', 4 toolName: 'closemcp_firecrawl_extract', 5 toolInput: { 6 urls: ['https://example.com/pricing'], 7 prompt: 'Extract all pricing plan names and their monthly costs.', 8 }, 9 }); 10 console.log(result.data); ``` * Python ```python 1 result = actions.execute_tool( 2 connection_name="closemcp", 3 identifier="user_123", 4 tool_name="closemcp_firecrawl_extract", 5 tool_input={ 6 "urls": ["https://example.com/pricing"], 7 "prompt": "Extract all pricing plan names and their monthly costs.", 8 }, 9 ) 10 print(result.data) ``` ## Tool list [Section titled “Tool list”](#tool-list) Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you’re not sure which name to use, list the tools available for the current user first. Filter tools… `closemcp_activity_search` [# ](#closemcp_activity_search)Search for activities. Results are returned ordered by date descending. Examples: - To list activities on a lead, use the lead\_ids filter. - To list conversations, filter for calls and meetings. 8 params ▾ Search for activities. Results are returned ordered by date descending. Examples: - To list activities on a lead, use the lead\_ids filter. - To list conversations, filter for calls and meetings. Name Type Required Description `activity_at` string optional Filter activities by the date/time the activity occurred. `activity_types` string optional Filter by activity types. Valid values include activity.call, activity.email, activity.note, activity.meeting, activity.sms, activity.custom\_activity, and others. `agent_config_ids` string optional Filter by voice agent config IDs. Matches Call, Email, and SMS activities that carry an agent\_config\_id; other activity types are filtered out implicitly because the field is not indexed for them. `contact_ids` string optional Filter by contact IDs. Only activities associated with these contacts will be returned. `cursor` string optional Pagination cursor. Provide only when more results are requested from a previous response. `lead_ids` string optional Filter by lead IDs. Only activities on these leads will be returned. `lead_smart_view_ids` string optional Filter by lead smart view IDs. Only activities on leads matching these smart views will be returned. `user_ids` string optional Filter by user IDs. Only activities created by these users will be returned. `closemcp_aggregation` [# ](#closemcp_aggregation)Perform an aggregation to answer questions like: - How many emails were sent this week? - Calls by user this week (Who made the most?) You MUST first fetch the list of available leads of fields using the \`get\_fields\` tool. 6 params ▾ Perform an aggregation to answer questions like: - How many emails were sent this week? - Calls by user this week (Who made the most?) You MUST first fetch the list of available leads of fields using the \`get\_fields\` tool. Name Type Required Description `include_types` array required Object types to include in aggregation. Valid values: lead, contact, opportunity, task, email, call, note, meeting, sms, whatsapp, custom\_activity, custom\_object, sequence\_subscription, lead\_status\_change, opportunity\_status\_change. `aggregations` string optional Aggregation specifications to compute. Each item must specify an aggregation\_type (e.g. count, sum, average, min, max, median, cardinality, percent\_empty, etc.) and most require a field name. `display_mode` string optional How to display the aggregation results. Determined automatically by default. `group_by` string optional Reference or enum fields to group by (maximum 2). Use field names returned by the get\_fields tool. `interval` string optional Interval to aggregate by when using date fields. Determined automatically by default. `time_buckets` string optional Time buckets configuration for grouping results by time period. `closemcp_apply_voice_agent_update` [# ](#closemcp_apply_voice_agent_update)Apply a previously proposed voice agent update. This tool persists the server-stored proposal identified by proposal\_id. It does not rerun the feedback processor, and it fails if the proposal has expired or the voice agent changed after the proposal was created. 1 param ▾ Apply a previously proposed voice agent update. This tool persists the server-stored proposal identified by proposal\_id. It does not rerun the feedback processor, and it fails if the proposal has expired or the voice agent changed after the proposal was created. Name Type Required Description `proposal_id` string required Proposal ID returned by propose\_voice\_agent\_update. `closemcp_close_product_knowledge_search` [# ](#closemcp_close_product_knowledge_search)Search Close product documentation and knowledge base for relevant information. Use this tool when users ask about: - How to use specific Close features - Close API documentation and integration - Workflow automation and best practices - Product capabilities and limitations - Setup and configuration guidance Example queries: - "How do I set up automated lead assignment?" - "What are Close's API rate limits?" - "How to create custom fields in Close?" - "Best practices for email templates in Close" 1 param ▾ Search Close product documentation and knowledge base for relevant information. Use this tool when users ask about: - How to use specific Close features - Close API documentation and integration - Workflow automation and best practices - Product capabilities and limitations - Setup and configuration guidance Example queries: - "How do I set up automated lead assignment?" - "What are Close's API rate limits?" - "How to create custom fields in Close?" - "Best practices for email templates in Close" Name Type Required Description `query` string required Natural language query to search Close product documentation and knowledge. For example: 'How do I set up automated lead assignment?' or 'What are Close API rate limits?' `closemcp_create_address` [# ](#closemcp_create_address)Add a new address to an existing lead (company). 8 params ▾ Add a new address to an existing lead (company). Name Type Required Description `address_1` string required Address line 1 (street address) `city` string required City `country` string required Country code in ISO 3166-1 alpha-2 format (e.g. US, GB, DE) `label` string required Label for the address. One of: business, mailing, other. `lead_id` string required ID of the lead to add the address to `state` string required State or province `zipcode` string required ZIP or postal code `address_2` string optional Address line 2 (suite, unit, etc.) `closemcp_create_call_task` [# ](#closemcp_create_call_task)Schedule a call task on a lead, assigned to either a user or a voice agent (Chloe). A call task represents a scheduled outbound call that will be made to the specified contact at the given time. The task can be assigned to a specific user or dispatched to a voice agent. 6 params ▾ Schedule a call task on a lead, assigned to either a user or a voice agent (Chloe). A call task represents a scheduled outbound call that will be made to the specified contact at the given time. The task can be assigned to a specific user or dispatched to a voice agent. Name Type Required Description `contact_id` string required ID of the contact to call. Must belong to the specified lead. `lead_id` string required ID of the lead this call task belongs to `agent_config_id` string optional ID of the voice agent (Chloe) to dispatch the call task to. Mutually exclusive with assigned\_to. `assigned_to` string optional ID of the user to assign the call task to. Mutually exclusive with agent\_config\_id. `due_date` string optional Due date or datetime for the call task. Can be a date (YYYY-MM-DD) or datetime (ISO 8601). If not provided, the task will be due immediately. `text` string optional The call task description/instructions. `closemcp_create_comment` [# ](#closemcp_create_comment)Add a comment to a commentable object (note, call, opportunity, task, custom object, etc.). If the object already has a comment thread, the new comment is appended to it. Otherwise a new thread is started for the object. Use this tool for both starting a conversation and replying to an existing one — the object\_id alone determines which. Comments support @-mentions of users and groups. The body is HTML. 2 params ▾ Add a comment to a commentable object (note, call, opportunity, task, custom object, etc.). If the object already has a comment thread, the new comment is appended to it. Otherwise a new thread is started for the object. Use this tool for both starting a conversation and replying to an existing one — the object\_id alone determines which. Comments support @-mentions of users and groups. The body is HTML. Name Type Required Description `body` string required Body of the comment as Close rich text (HTML). Must be a valid Close rich-text document: wrap the whole content in a single \ tag and put each line/paragraph in a block-level tag. Supported tags include \

, \

-\

, \