Connect Conveyor to your AI agent
Conveyor is a platform that automates security reviews by providing a Trust Center, AI-driven questionnaire automation, and integrations with various tools to streamline compliance processes.
We set up the connection using your own Conveyor account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Conveyor
Each one is a real action the agent can take on its own, the same things a person clicking around Conveyor could do. Read-only by default; write actions are confirmed against your policy.
- Delete a Conveyor document Tool to delete a specific document. Use when you need to remove a document by its ID.
- Delete folder Permanently deletes a folder from the Conveyor Exchange by its UUID. Use GET_FOLDERS first to retrieve the folder_id. This action is irreversible.
- Get all access groups Tool to retrieve all access groups for a program. Use when you need to fetch the complete list of access groups configured in the Conveyor Exchange.
- Get Authorization Request Retrieves details of a specific authorization request from Conveyor Exchange by its ID. Use this to get information about a pending or processed access request, including the requestor's email, message, status, and asso…
- Get Authorization Requests Retrieves authorization requests from Conveyor's Trust Center. Use this tool to: - List all authorization requests (no filters) - Get pending requests awaiting approval (status='requested') - Filter by specific status (…
- Get authorizations Retrieve authorizations from your Conveyor Trust Center. Authorizations control who has access to view documents. Use this to list all authorizations or filter by status ('gated', 'authorized', 'revoked') or email addre…
- Get all Conveyor connections Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
- Get all Conveyor documents Retrieves all documents from the Conveyor trust center. Returns a list of documents with their metadata including name, description, access level, versions, and timestamps. No parameters required - simply call to get al…
- List all Exchange folders Retrieves all folders from the Conveyor Exchange workspace. Returns a list of folders with their IDs, names, timestamps, and associated document IDs. Use this to discover available folders before uploading documents or…
- Get all interactions Tool to get all interactions (document interactions, q&a interactions) with optional filters. Use when you need to retrieve and filter interactions across all documents and Q&A sessions.
- Get interactions by connection ID Tool to fetch interactions associated with a specific connection. Use when you need to list all interactions for a given connection after validating its existence.
- Get interactions by document ID Tool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.
- Get Knowledge Base Questions Retrieves knowledge base questions from Conveyor. Use to list, search, or paginate through Q&A entries stored in the knowledge base for compliance and security questionnaires.
- Get product lines Retrieves all product lines configured in Conveyor. Use this action to list available product lines for organizing trust documentation, authorizations, and security reviews by business segment. This is a read-only opera…
- Get questionnaires Retrieves all questionnaires from Conveyor with optional filters. Use this to list questionnaires by status, product line, or date ranges. Returns questionnaire metadata including assignee, connection, product lines, an…
- Patch authorization Update an existing authorization by revoking access or modifying Access Group assignments. Use this tool to: - Revoke a user's access to the Trust Center (set revoke=true) - Update which Access Groups a user belongs to…
- Update Conveyor document Update a Conveyor document's metadata. Use this to change a document's name, description, access level, folder location, or other properties. Requires the document UUID.
- Update questionnaire request Tool to update a questionnaire request in Conveyor. Use this to modify an existing questionnaire request's external ID, case IDs, raw data, or source system information.
- Create new authorization Tool to create a new authorization in Conveyor Exchange. Use this to grant access to a user by email address or by approving an existing authorization request. Provide either 'email' (to create a new authorization for t…
- Upload new document Tool to upload a new document to Conveyor's Knowledge Library. Use when you need to add a file (<=100MB) for security compliance documentation.
- Create new folder Tool to create a new folder in Conveyor Exchange. Use when you need to organize items into folders programmatically after obtaining an API key.
- Submit new questionnaire Tool to submit a new questionnaire to Conveyor. Use when you need to create a security questionnaire or RFP submission with file uploads, portal links, or Salesforce integration.
- Create questionnaire request Tool to create a new questionnaire request in Conveyor. Use when you need to submit a security questionnaire or compliance request for processing. Requires submitter_email and either external_id with raw_data OR case_id…
- Create new review Tool to create a review in Conveyor with optional references to external VM unique IDs. Use when you need to create a vendor review programmatically.
- Submit single question Submit a single question to Conveyor's AI knowledge base and receive an immediate answer. Use this when responding to security questionnaires, compliance inquiries, or knowledge base queries. Returns the AI-generated an…
Setup
How we connect it
- 1
Connect your account
You create a key in Conveyor, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Conveyor questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Conveyor's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Conveyor to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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