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CRM integration

The Companies API integration for AI agents

Insiro connects AI agents to The Companies API so they can act in it under your rules. The Companies API is a business intelligence service for searching, enriching, and analyzing company data. Use it to discover company profiles, technologies, locations, lists, and related business intelligence. Every The Companies API action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with The Companies API?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for The Companies API.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

The Companies API logo The Companies APIInsiroGmail

Example: The Companies API → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about The Companies API

Can Insiro AI agents use The Companies API?

Yes. Insiro connects AI agents to The Companies API through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own The Companies API access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to The Companies API?

The Companies API 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 The Companies API read-only for agents?

Yes. In Insiro Governance, set The Companies API 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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