intelliflo office icon

CONNECT APP

Build with intelliflo office

Tailored for financial advisers, it’s the ultimate all-in-one solution to elevate how your firm operates.

CRM

  • OAuth

MCP

Give your agent intelliflo office tools

Every intelliflo office action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's intelliflo office account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "intelliflo_office",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()
// Every tool arrives with its own input schema — run one with mcp.callTool().

API PROXY

Call the intelliflo office API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the intelliflo office API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://api.example.com/v1/me",
})

// Any allowed intelliflo office endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run intelliflo office actions from your backend

Connect a user's intelliflo office account once, then discover and run its tools on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const tools = await pd.components.list({
  app: "intelliflo_office",
  componentType: "action",
})

TOOLS

intelliflo office actions

On-demand operations your product or agent can configure and run on behalf of a connected user.

No intelliflo office actions are available yet.

EVENTS

intelliflo office triggers

Event sources your backend can deploy for users and receive through a webhook.

No intelliflo office triggers are available yet.

REFERENCE

App details

Reference metadata for the intelliflo office connector in the Pipedream registry.

App slug
intelliflo_office
Authentication
OAuth
Categories
CRM
Actions
0
Triggers
0
API proxy
Available

OAuth scopes

These are the scopes Pipedream's managed intelliflo office OAuth client requests when one of your users connects an account. Supply your own OAuth client to request a different set.

  • profile
  • client_identification_data