10 available actions
What your AI agent can do in Quiltt
Quiltt provides financial data aggregation APIs for managing Profiles, connections, accounts, transactions, statements, and webhooks. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Search InstitutionsFind financial institutions associated with a US Federal Reserve routing number.
- Get ProfileRetrieve one Profile by its Quiltt Profile ID or UUID.
- Create ProfileCreate a Profile in the Quiltt Environment with optional identity, contact, address, and custom metadata fields.
- Create Webhook SubscriptionCreate a webhook subscription that sends selected Quiltt events to an HTTPS callback URL; this registers the callback but does not verify delivery.
- Update ProfileUpdate explicitly supplied contact, legal identity, address, or custom metadata fields on an existing Quiltt Profile.
- Update Webhook SubscriptionUpdate explicitly supplied fields on a Quiltt webhook subscription, including its name, HTTPS callback URL, or event types.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 5 actions
- Get ProfileRetrieve one Profile by its Quiltt Profile ID or UUID.
- List Finicity Remote DataList one page of Quiltt resource IDs with Finicity Remote Data for the selected resource type.
- List ProfilesReturn one page of Profiles in the Quiltt Environment and a cursor for the next page.
- List Webhook SubscriptionsReturn one page of webhook subscriptions and a cursor for the next page, including callback URLs, event types, and disabled state.
- Search InstitutionsFind financial institutions associated with a US Federal Reserve routing number.
Create & communicateCreate records or send supported messagesView 2 actions
- Create ProfileCreate a Profile in the Quiltt Environment with optional identity, contact, address, and custom metadata fields.
- Create Webhook SubscriptionCreate a webhook subscription that sends selected Quiltt events to an HTTPS callback URL; this registers the callback but does not verify delivery.
Update & manageChange and manage existing recordsView 2 actions
- Update ProfileUpdate explicitly supplied contact, legal identity, address, or custom metadata fields on an existing Quiltt Profile.
- Update Webhook SubscriptionUpdate explicitly supplied fields on a Quiltt webhook subscription, including its name, HTTPS callback URL, or event types.
Remove & cancelRemove records or cancel supported workView 1 action
- Delete Webhook SubscriptionPermanently remove one webhook subscription so Quiltt stops sending events to its callback URL.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Quiltt
How does the agent connect to Quiltt?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Quiltt?
The page above lists the 10 actions currently available through the Quiltt connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Quiltt included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Quiltt is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Quiltt to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.