Connect Flatfile to your AI agent

Developer Tools 12 actions available

Flatfile is a data exchange platform for collecting, validating, transforming, and managing structured data across collaborative workflows.

We set up the connection using your own Flatfile account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Flatfile

Each one is a real action the agent can take on its own, the same things a person clicking around Flatfile could do. Read-only by default; write actions are confirmed against your policy.

  • Delete Records Permanently delete one to 100 explicitly identified records from one Flatfile sheet. This action never performs an unfiltered delete. Flatfile hooks are disabled, so these deletions do not trigger hook-driven workflows.
  • Get Job Get detailed status, outcome, result, and diagnostic information for one Flatfile asynchronous job.
  • Get Sheet Get one sheet's field configuration and record counts before reading or writing records.
  • Get Space Get safe metadata for one Flatfile space without exposing transient access credentials or token-bearing guest links.
  • Insert Records Insert one or more rows into a Flatfile sheet using simple field-key to value objects. Returns Flatfile's success receipt and commit ID, not created record IDs. Use List Records separately when later work requires IDs;…
  • List Environments List Flatfile environments visible to the connected environment secret key and return the IDs needed to find spaces.
  • List Files Discover import or export files and their processing status, optionally within a Flatfile space.
  • List Jobs Find asynchronous Flatfile jobs by environment, space, workbook, file, or parent job and inspect progress at a glance.
  • List Records Read one page of records from a Flatfile sheet, optionally filtering by validity, field, record ID, search value, or FFQL expression.
  • List Spaces Find Flatfile spaces by environment, text, namespace, archive state, or template status.
  • List Workbooks List workbooks, optionally within a space, with their nested sheets so an agent can continue to sheet and record tasks.
  • Update Records Update one or more existing Flatfile records by ID using simple field-key to value objects. Flatfile hooks are disabled, so these updates do not trigger hook-driven workflows.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Flatfile, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 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. 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

Flatfile 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 Flatfile'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 Flatfile to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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