Conveyor

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.

25 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Delete a Conveyor documentCONVEYOR_DELETE_DOCUMENT
Tool to delete a specific document. Use when you need to remove a document by its ID.
Delete folderCONVEYOR_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 groupsCONVEYOR_GET_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 RequestCONVEYOR_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 associated dataroom.
Get Authorization RequestsCONVEYOR_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 ('initial', 'requested', 'approved', 'ignored') - Filter by requester email address Returns a list of authorization requests with details including requester email, status, timestamps, and optional CRM links.
Get authorizationsCONVEYOR_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 address. Requires a valid API token for authentication.
Get all Conveyor connectionsCONVEYOR_GET_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 documentsCONVEYOR_GET_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 all documents.
List all Exchange foldersCONVEYOR_GET_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 managing folder contents.
Get all interactionsCONVEYOR_GET_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 IDCONVEYOR_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 IDCONVEYOR_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 QuestionsCONVEYOR_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 linesCONVEYOR_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 operation that requires a valid API token. Returns a list of product lines with their IDs, names, and descriptions. The list may be empty if no product lines have been configured.
Get questionnairesCONVEYOR_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, and completion status.
Patch authorizationCONVEYOR_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 (provide access_group_ids list) At least one of 'revoke' or 'access_group_ids' must be provided.
Update Conveyor documentCONVEYOR_PATCH_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 requestCONVEYOR_PATCH_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 authorizationCONVEYOR_POST_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 that email) or 'request_id' (to approve an existing authorization request), but not both.
Upload new documentCONVEYOR_POST_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 folderCONVEYOR_POST_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 questionnaireCONVEYOR_POST_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 requestCONVEYOR_POST_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_ids from Salesforce.
Create new reviewCONVEYOR_POST_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 questionCONVEYOR_POST_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 answer along with confidence scoring when available.