ActiveMerge integration for AI agents
Insiro connects AI agents to ActiveMerge so they can act in it under your rules. ActiveMerge is a document automation platform for generating documents, images, merged files, and e-signature workflows. It helps teams turn templates and stored files into finished, shareable documents faster. Every ActiveMerge action runs through Insiro's governed gateway, using each person's own connection (API key).
What can AI agents do with ActiveMerge?
With Insiro, agents can find and read the right file for a task, extract fields from documents into records, file outputs in the correct folder and keep shared folders tidy and named consistently, all inside the permissions you set for ActiveMerge.
- Find and read the right file for a task.
- Extract fields from documents into records.
- File outputs in the correct folder.
- Keep shared folders tidy and named consistently.
A journey through Insiro
ActiveMergeInsiroSlackExample: ActiveMerge → Insiro → Slack to share the finished file with the team. Insiro checks permissions, applies approvals and records the evidence at every hop.
Frequently asked questions about ActiveMerge
Can Insiro AI agents use ActiveMerge?
Yes. Insiro connects AI agents to ActiveMerge through its governed MCP gateway. Agents can find and read the right file for a task and extract fields from documents into records using each person's own ActiveMerge access, with read-only as the default and approvals for actions that change data.
How does Insiro connect to ActiveMerge?
ActiveMerge connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.
Can I make ActiveMerge read-only for agents?
Yes. In Insiro Governance, set ActiveMerge to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.
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A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.
- 13governance checks on every agent tool call
- 1,700+SaaS apps agents can act in
- 30+data dialects for plain-English questions