Smokeball integration for AI agents
Insiro connects AI agents to Smokeball so they can act in it under your rules. Smokeball is legal practice management software for firms to manage matters, contacts, documents, tasks, and billing. It brings core firm records and workflows into one organized workspace. Every Smokeball action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).
What can AI agents do with Smokeball?
With Insiro, agents can create and update tasks from requests, summarise progress and blockers for a weekly update, move work between stages when conditions are met and assign owners and due dates, all inside the permissions you set for Smokeball.
- Create and update tasks from requests.
- Summarise progress and blockers for a weekly update.
- Move work between stages when conditions are met.
- Assign owners and due dates.
A journey through Insiro
SmokeballInsiroSlackExample: Smokeball → Insiro → Slack to post a weekly progress digest to the team channel. Insiro checks permissions, applies approvals and records the evidence at every hop.
Frequently asked questions about Smokeball
Can Insiro AI agents use Smokeball?
Yes. Insiro connects AI agents to Smokeball through its governed MCP gateway. Agents can create and update tasks from requests and summarise progress and blockers for a weekly update using each person's own Smokeball access, with read-only as the default and approvals for actions that change data.
How does Insiro connect to Smokeball?
Smokeball connects with OAuth 2.0. 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 Smokeball read-only for agents?
Yes. In Insiro Governance, set Smokeball 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