Integrations Hub
The Integration Hub is Uptiq's centralized platform for connecting your workspace to third-party services. It provides a unified interface to discover, configure, and manage integrations across banking, CRM, productivity, compliance, analytics, and more.
How the Integration Hub works
The Integration Hub handles three responsibilities:
Discover—Browse a catalog of 150+ available integrations organized by category. Each integration lists what it does, how it connects, and what credentials it requires.
Configure—Set up credentials and connection settings for the integrations your workspace needs. All credentials are encrypted at rest and masked on read. Each user can maintain their own credentials separate from shared workspace configurations.
Execute—Once configured, integrations are available across the platform. AI Agents can call integration methods as tools during conversations. Skills and workflows can invoke integrations as steps. Apps can use integrations for data access and actions.
Integration sources
Integrations connect to the platform through different source types, depending on how the provider is implemented:
Platform
Native integration built directly into Uptiq. You provide your own API key or OAuth credentials.
Connect BYOK
UDG
Connected through the Uptiq Data Gateway, a managed partner network. Uptiq handles the connection infrastructure.
Connect via UDG
UDG (Powered by Kinective)
Banking core system integrations delivered through the Kinective partner network via UDG.
MCP Sandbox Account
How integrations connect to the platform
Each integration uses one of three connect methods:
Connect BYOK (Bring Your Own Key)—You supply your own API key, OAuth credentials, or webhook secret. The platform stores them encrypted and uses them when the integration runs. Best for: direct API access to services you already have accounts with.
Connect via UDG—The Uptiq Data Gateway manages the connection. You authenticate through UDG, which brokers access to the provider. Best for: partner-managed services where Uptiq handles infrastructure.
MCP Sandbox Account—A sandbox environment for banking core integrations. Connects through Kinective to core banking systems like Fiserv, FIS, and Jack Henry. Best for: financial institutions connecting to their core banking platform.
See Connect Methods for detailed setup instructions for each method.
Using integrations with agents, skills, and apps
Once an integration is configured, it becomes available as a tool throughout the platform:
AI Agents can invoke integration methods during conversations. For example, an agent can look up a contact in Salesforce, create a Jira ticket, or send a Slack message—all as part of a conversation flow.
Skills and Workflows can include integration calls as steps in automated pipelines. A workflow might pull data from HubSpot, process it, and push results to Google Sheets.
Apps built with the App Builder can connect to integrations for authentication (Google OAuth), payments (Stripe), messaging (Twilio), and data access.
Security and credentials
The Integration Hub applies several security measures to protect your credentials:
Encryption at rest—All credential fields are automatically encrypted before storage. Fields marked as credentials are never stored in plaintext.
Masked display—When credentials are read back through the UI or API, sensitive values are replaced with
******. The original values are only decrypted at runtime when the integration executes.Per-user isolation—Individual users can configure their own credentials for an integration, separate from workspace-level shared credentials.
OAuth lifecycle—For OAuth integrations, the platform manages the full authorization code flow, token refresh, and secure state validation.
Available integration categories
Banking
47
MCP Sandbox Account, Connect via UDG
CRM
22
Connect BYOK, Connect via UDG
Productivity
18
Connect BYOK, Connect via UDG
Compliance
14
Connect via UDG
Analytics
8
Connect via UDG
Commerce
8
Connect via UDG
Customer Support
7
Connect via UDG
Payments
8
Connect BYOK, Connect via UDG
Credit Bureau
7
Connect BYOK, Connect via UDG
Accountancy
5
MCP Sandbox Account
Storage
5
Connect BYOK
LLM
4
Connect BYOK
Messaging
2
Connect BYOK, Connect via UDG
Email Notification
2
Connect BYOK
Project Management
1
Connect BYOK
Source Control
1
Connect BYOK
Voice AI
1
Connect BYOK
Web Scraping
1
Connect via UDG
Authentication
1
Connect BYOK
Banking and finance
Connect your workspace to core banking systems, payment processors, credit bureaus, and accountancy platforms.
Banking
Banking integrations connect to your institution's core systems through the Uptiq Data Gateway and Kinective partner network.
Core banking systems powered by Kinective
These integrations connect directly to core banking platforms through the Kinective network. They expose banking operations as MCP tools for AI agents.
COCC (DNA) - Insight
Core banking platform offering account processing, digital banking, and reporting tools for community banks and credit unions.
UDG (Powered by Kinective)
MCP Sandbox Account
Corelation - Keystone
Modern core processing platform focused on open architecture and real-time data access for credit unions.
UDG (Powered by Kinective)
MCP Sandbox Account
CSI - NuPoint
Cloud-based core banking system providing integrated digital banking, document management, and compliance tools.
UDG (Powered by Kinective)
MCP Sandbox Account
Finastra - Phoenix
Core banking solution supporting retail and commercial banking with a focus on open APIs and modular services.
UDG (Powered by Kinective)
MCP Sandbox Account
FIS - Bankway
Core banking platform offering flexible account processing and robust support for community and regional banks.
UDG (Powered by Kinective)
MCP Sandbox Account
FIS - Horizon
Real-time, open core banking solution designed for scalable operations and digital innovation in banking.
UDG (Powered by Kinective)
MCP Sandbox Account
FIS - IBS
Enterprise-level core banking system supporting high-volume processing for large financial institutions.
UDG (Powered by Kinective)
MCP Sandbox Account
FIS - Miser
Core processing system offering flexible servicing and real-time processing for banks and credit unions.
UDG (Powered by Kinective)
MCP Sandbox Account
Fiserv - DNA
Real-time core banking platform with an open architecture supporting customization and third-party integrations.
UDG (Powered by Kinective)
MCP Sandbox Account
Fiserv - Portico
Core banking platform tailored for credit unions, offering automation and member-centric services.
UDG (Powered by Kinective)
MCP Sandbox Account
Fiserv - Precision
Scalable core banking system designed for community banks with integrated lending and compliance tools.
UDG (Powered by Kinective)
MCP Sandbox Account
Fiserv - Premier
Comprehensive core banking solution for midsize to large banks, supporting retail, commercial, and digital banking.
UDG (Powered by Kinective)
MCP Sandbox Account
Fiserv - Signature
Global core banking platform offering multi-currency, multi-language support for large financial institutions.
UDG (Powered by Kinective)
MCP Sandbox Account
Fiserv - Spectrum
Credit union-focused core banking solution with real-time processing and integrated member services.
UDG (Powered by Kinective)
MCP Sandbox Account
Fiserv - XP2
Member-focused core platform supporting real-time processing, lending, and digital integrations for credit unions.
UDG (Powered by Kinective)
MCP Sandbox Account
Jack Henry - CIF 20/20
Core system designed for community banks, offering real-time transaction processing and system reliability.
UDG (Powered by Kinective)
MCP Sandbox Account
Jack Henry - Core Director
Browser-based core processing system providing automation, scalability, and ease of customization for banks.
UDG (Powered by Kinective)
MCP Sandbox Account
Jack Henry - Silverlake
Integrated core banking platform supporting complex commercial and retail banking needs for community banks.
UDG (Powered by Kinective)
MCP Sandbox Account
Jack Henry - Symitar
Core platform built for credit unions, offering real-time processing and extensive customization options.
UDG (Powered by Kinective)
MCP Sandbox Account
Jack Henry - Symitar EASE
Hosted version of the Symitar core, delivering managed infrastructure with full credit union functionality.
UDG (Powered by Kinective)
MCP Sandbox Account
Digital banking and lending platforms
Alkami
Digital banking platform providing online and mobile banking solutions with features like account opening, bill pay, and financial management.
UDG
Connect via UDG
Bankjoy
Digital banking platform delivering mobile and online banking experiences for banks and credit unions.
UDG
Connect via UDG
Jack Henry Banno
Digital banking platform by Jack Henry & Associates, offering online and mobile banking, personal financial management, and more.
UDG
Connect via UDG
Blend
Digital lending platform streamlining loan applications, verification, and borrower experiences.
UDG
Connect via UDG
Encompass (ICE Mortgage Technology)
Mortgage loan origination system for application processing, underwriting, compliance, and closing.
UDG
Connect via UDG
MeridianLink (LoansPQ, OpenClose)
Loan origination system supporting consumer and mortgage lending workflows, underwriting, and document collection.
UDG
Connect via UDG
nCino
Cloud-based loan origination and banking platform for commercial and retail lending with CRM integration.
UDG
Connect via UDG
Origence (CUDL)
Credit union lending network and loan origination platform connecting dealers, lenders, and borrowers.
UDG
Connect via UDG
Q2
Digital banking and lending solutions focused on transforming the user experience for financial institutions.
UDG
Connect via UDG
Narmi
Digital banking platform enabling online account opening, mobile banking, and digital engagement for FIs.
UDG
Connect via UDG
Lumin Digital
Digital banking platform offering modern online and mobile banking experiences.
UDG
Connect via UDG
Financial data and services
Plaid
Connect financial accounts using Plaid Hosted Link OAuth.
Platform
Connect BYOK
Abrigo
Manage onboarding, lending, servicing, and risk workflows through Abrigo integration.
Platform
Connect BYOK
Finicity
Financial data aggregator and open banking platform enabling secure data sharing for financial services in the US.
UDG
Connect via UDG
MX
Financial data platform for account aggregation, transaction enrichment, and money management experiences.
UDG
Connect via UDG
CFS (CUSO Financial Services)
Investment program solutions and financial planning services for credit union members.
UDG
Connect via UDG
CUNA Brokerage Services
Investment and brokerage services for credit unions and their members through CUSO partnerships.
UDG
Connect via UDG
LPL Financial
Broker-dealer and investment advisory services supporting credit union wealth management programs.
UDG
Connect via UDG
TruStage (CUNA Mutual)
Insurance products and financial protection services designed for credit union members.
UDG
Connect via UDG
Sharetec
Core data processing system for credit unions with integrated banking and lending capabilities.
UDG
Connect via UDG
CUBASE (CUAnswers)
Core banking platform for credit unions providing account processing, lending, and member services.
UDG
Connect via UDG
FIS
Financial technology provider offering core banking, payments, and digital solutions for financial institutions.
UDG
Connect via UDG
Payments
Payment processing platforms and card services handle transactions, billing, and financial operations.
Stripe
Create checkout sessions and verify Stripe webhooks.
Platform
Connect BYOK
Co-op Solutions (Velera)
Credit union cooperative offering payments, card programs, and technology services for member institutions.
UDG
Connect via UDG
Fiserv (Card Processing)
Card issuance, payment processing, and transaction management solutions for financial institutions.
UDG
Connect via UDG
FIS (Payments)
Payment processing, card services, and transaction management for banks and credit unions.
UDG
Connect via UDG
Jack Henry ProfitStars
Payments and financial technology solutions including ACH, card processing, and fraud prevention.
UDG
Connect via UDG
PSCU (Velera)
Credit union service organization providing card processing, payments, and digital banking solutions.
UDG
Connect via UDG
Velera
Credit union industry services including payments, card programs, and technology solutions.
UDG
Connect via UDG
Zelle
Person-to-person payment network enabling instant digital transfers between bank accounts.
UDG
Connect via UDG
What you can do with Stripe
Generate pricing tables and checkout buttons for your apps.
Create secure checkout sessions that redirect users to Stripe-hosted payment pages.
Verify webhook events to trigger post-payment logic—send confirmation emails, update user status, or start onboarding workflows.
Support one-time payments and recurring subscriptions.
Credit bureau
Credit reporting, identity verification, and KYC/KYB screening services support lending decisions and compliance workflows.
Creditsafe Compliance
Enable KYC, bank validation, and country risk screening through Creditsafe Compliance.
Platform
Connect BYOK
Creditsafe Featured
Access global business credit reports, risk insights, monitoring, and decisioning through Creditsafe Featured.
Platform
Connect BYOK
CRS Credit API
Multi-bureau credit, identity, KYB and sanctions screening aggregator. Pulls consumer credit from Equifax, Experian, and TransUnion.
Platform
Connect BYOK
Experian Business
Commercial credit, KYB, OFAC and fraud screening on US businesses.
Platform
Connect BYOK
Alloy
Identity API for KYC, KYB, OFAC, and document verification.
UDG
Connect via UDG
Creditsafe
Provider of business credit reports and credit risk management solutions for businesses.
UDG
Connect via UDG
Equifax
Consumer credit reporting and scores for underwriting, lending decisions, and identity verification.
UDG
Connect via UDG
Experian
Consumer credit bureau data including credit reports, scores, and identity services for lending.
UDG
Connect via UDG
TransUnion
Consumer credit reports and scores for loan underwriting, fraud prevention, and member verification.
UDG
Connect via UDG
Accountancy
Accounting and bookkeeping platforms support invoicing, expense management, and financial reporting.
FreeAgent
Online accounting software providing invoicing, expense management, and tax preparation for freelancers and small businesses.
UDG
MCP Sandbox Account
FreshBooks
Cloud-based accounting software offering invoicing, time tracking, expense management, and reporting for small businesses.
UDG
MCP Sandbox Account
QuickBooks
Comprehensive accounting software for small businesses offering features like payroll, inventory, and sales management.
UDG
MCP Sandbox Account
Wave
Online accounting software offering invoicing, expense management, and accounting features for small businesses and freelancers.
UDG
MCP Sandbox Account
Xero
Online accounting software offering invoicing, bank reconciliation, and financial reporting for small businesses.
UDG
MCP Sandbox Account
CRM and marketing
Platform-native
Apollo.io
B2B sales intelligence—search prospects, enrich contact data, manage outreach sequences, track email engagement, sync CRM contacts, and build lead lists.
Platform
Connect BYOK
HubSpot
Manage contacts, companies, deals, engagements, tickets, and marketing workflows in HubSpot CRM.
Platform
Connect BYOK
Microsoft Dynamics 365
Access customer accounts, contacts, leads, opportunities, and cases in Microsoft Dynamics 365 using OAuth 2.0.
Platform
Connect BYOK
Redtail CRM
Read data from Redtail CRM.
Platform
Connect BYOK
Salesforce
Manage Accounts, Contacts, Opportunities, and Tasks, query records with SOQL, and access reports.
Platform
Connect BYOK
Wealthbox CRM
Connect and manage data using Wealthbox CRM OAuth 2.0.
Platform
Connect BYOK
Marketing and CRM
ActiveCampaign
Marketing automation and CRM platform providing email marketing, automation workflows, and customer experience tools.
UDG
Connect via UDG
Agile CRM
All-in-one CRM offering sales tracking, marketing automation, and customer service tools for small to medium businesses.
UDG
Connect via UDG
Bill4Time
Time tracking and billing software designed for professional service firms to manage billing, invoicing, and project management.
UDG
Connect via UDG
Capsule
Simple and powerful CRM designed for small businesses, offering contact management, sales tracking, and task management.
UDG
Connect via UDG
Clio
Legal practice management software offering case management, time tracking, and billing tools for law firms.
UDG
Connect via UDG
Close
Sales engagement CRM designed to help sales teams close more deals with email automation, calling, and workflow tools.
UDG
Connect via UDG
Copper
CRM designed for G Suite users, offering seamless integration with Google Workspace for email, contacts, and calendar.
UDG
Connect via UDG
Follow Up Boss
Real estate CRM providing lead management, automation, and follow-up tools specifically for real estate agents and teams.
UDG
Connect via UDG
Freshsales
CRM and customer engagement platform offering sales automation, lead management, and analytics tools for businesses of all sizes.
UDG
Connect via UDG
Insightly
CRM and project management software designed for small to medium businesses to manage sales, projects, and customer relationships.
UDG
Connect via UDG
LionDesk
Real estate CRM providing lead management, marketing automation, and transaction management tools for real estate professionals.
UDG
Connect via UDG
Marquis
Marketing and CRM solutions tailored for financial institutions including campaign management and analytics.
UDG
Connect via UDG
Member Loyalty Group
Loyalty and rewards programs tailored for credit unions to drive member engagement and retention.
UDG
Connect via UDG
Pipedrive
Sales-focused CRM designed to help sales teams manage leads, track communications, and automate administrative tasks.
UDG
Connect via UDG
Streak
CRM built directly into Gmail, offering email tracking, mail merge, and pipeline management for small to medium businesses.
UDG
Connect via UDG
Teamgate
Sales CRM providing lead management, sales automation, and analytics tools to help sales teams close more deals.
UDG
Connect via UDG
Total Expert
Customer engagement platform for financial services with marketing automation and CRM capabilities.
UDG
Connect via UDG
vCita
Business management and CRM platform offering scheduling, invoicing, and client management tools for small businesses.
UDG
Connect via UDG
Vtiger
CRM offering sales, marketing, and help desk solutions with built-in automation and analytics tools for small to medium businesses.
UDG
Connect via UDG
Zoho CRM
Comprehensive CRM platform offering sales automation, marketing campaigns, and customer support tools for businesses of all sizes.
UDG
Connect via UDG
Marketing and outreach
Email marketing, document generation, and business-data tools for campaigns and outreach.
Mailchimp
Comprehensive marketing platform offering email marketing, automation, and audience management tools.
Platform
Connect BYOK
PandaDoc
Connect and manage document generation and e-signature workflows using PandaDoc OAuth 2.0.
Platform
Connect BYOK
Google Places
Search places, retrieve place details and photos, autocomplete addresses, geocode locations, and calculate distance/travel time via the Google Maps Platform.
Platform
Connect BYOK
Commerce
E-commerce platforms manage products, orders, customers, and online storefronts.
Shopify
Manage products, orders, customers, inventory, fulfillment, and store performance insights.
Platform
Connect BYOK
Amazon
Global e-commerce marketplace offering a wide range of products, services, and marketplace opportunities.
UDG
Connect via UDG
Big Cartel
E-commerce platform tailored for artists and makers, offering simple online store setup and management.
UDG
Connect via UDG
BigCommerce
Robust e-commerce platform offering scalable solutions for businesses of all sizes.
UDG
Connect via UDG
Ebay
Global online marketplace connecting buyers and sellers across various product categories.
UDG
Connect via UDG
FastSpring
E-commerce platform specializing in digital goods and subscription management.
UDG
Connect via UDG
Squarespace
Website building and e-commerce platform offering customizable templates and integrated sales tools.
UDG
Connect via UDG
WooCommerce
Open-source e-commerce plugin for WordPress, enabling online store creation and management.
UDG
Connect via UDG
Customer support
Contact center platforms, virtual assistants, and customer service tools manage support operations.
Zendesk
Manage customer support tickets, macros, SLAs, and help-center articles using Zendesk OAuth 2.0.
Platform
Connect BYOK
Five9
Cloud contact center platform for inbound/outbound calling, IVR, and omnichannel customer engagement.
UDG
Connect via UDG
Genesys
Customer experience and contact center solutions including voice, digital channels, and workforce optimization.
UDG
Connect via UDG
Glia
Digital customer service platform combining chat, video, and co-browsing for financial institutions.
UDG
Connect via UDG
Kasisto
Conversational AI platform for banking with virtual assistants and intelligent member interactions.
UDG
Connect via UDG
NICE CXone
Cloud contact center and workforce engagement platform for customer service operations.
UDG
Connect via UDG
POPi/o
Video banking and virtual teller solutions for remote member service and account opening.
UDG
Connect via UDG
Posh
AI-powered virtual assistants and voice bots for banking contact centers and member support.
UDG
Connect via UDG
Productivity and collaboration
Platform-native productivity integrations
Airtable
Manage Airtable records, tables, fields, attachments, and webhooks for structured data and no-code database operations.
Platform
Connect BYOK
DocuSign
Send documents for signature, manage recipients and reminders, track envelopes, and download signed PDFs.
Platform
Connect BYOK
Google Calendar
Manage calendar events and check free/busy availability across subscribed calendars.
Platform
Connect BYOK
Google Docs
Create, read, and edit Google Docs documents.
Platform
Connect BYOK
Google Sheets
Create, read, write, and manage Google Sheets spreadsheets.
Platform
Connect BYOK
Google Slides
Create, read and edit Google Slides presentations with OAuth 2.0.
Platform
Connect BYOK
Microsoft Excel 365
Read and write worksheets and cell ranges in Excel workbooks on OneDrive.
Platform
Connect BYOK
Microsoft Outlook
Read, send, search, and manage mail, drafts, replies, forwards, and attachments.
Platform
Connect BYOK
Microsoft SharePoint
Work with SharePoint sites, document libraries, list items, files, and content search.
Platform
Connect BYOK
Notion
Search, read, create, and update Notion pages, databases, content blocks, comments, and templates.
Platform
Connect BYOK
Slack
Post team notifications and alerts, run approval workflows, and read channel and thread context.
Platform
Connect BYOK
UDG productivity integrations
AccuAccount
Document imaging and account management for credit unions and community financial institutions.
UDG
Connect via UDG
Adobe
Document creation, PDF services, and e-signature solutions for secure document workflows.
UDG
Connect via UDG
Confluence
Team workspace for documentation, knowledge management, and project collaboration.
UDG
Connect via UDG
Hyland
Enterprise content management and document imaging for financial services operations.
UDG
Connect via UDG
IMM eSign
Electronic signature and document management for loan packages and financial services workflows.
UDG
Connect via UDG
Microsoft Teams
Collaboration platform for chat, meetings, and document sharing within financial institution teams.
UDG
Connect via UDG
OnBase
Enterprise content management platform for document capture, workflow, and case management.
UDG
Connect via UDG
ServiceNow
IT service management and workflow automation for enterprise operations and ticketing.
UDG
Connect via UDG
Square
Payment processing and business management solutions for small to medium-sized businesses.
UDG
Connect via UDG
Synergy
Document management and workflow automation for lending and account servicing.
UDG
Connect via UDG
Storage
Cloud storage services support uploading, downloading, and managing files.
Google Drive
Create, read, update, share, and manage files in Google Drive.
Platform
Connect BYOK
Microsoft OneDrive
Browse, upload, download, search, and organize files in OneDrive.
Platform
Connect BYOK
AWS S3
Upload, download, and stream files using AWS S3.
Platform
Connect BYOK
Azure Blob Storage
Upload, download, and stream files using Azure Blob Storage.
Platform
Connect BYOK
Google Cloud Storage
Upload, download, and stream files using Google Cloud Storage.
Platform
Connect BYOK
Email notification
Email sending and management services support transactional and notification emails.
Gmail
Send, read, draft, and manage labels using Gmail.
Platform
Connect BYOK
Resend Email
Send emails using Resend.
Platform
Connect BYOK
What you can do with Resend
Send transactional and notification emails from agents, skills, and apps.
Use in automated workflows for onboarding sequences, alerts, and confirmations.
Messaging
Communication platforms send messages through various channels.
Discord
Send messages to Discord channels and direct messages with an installed bot.
Platform
Connect BYOK
Telegram
Send messages, media, and documents to Telegram chats and channels, and receive updates, with a bot created via @BotFather.
Platform
Connect BYOK
Twilio WhatsApp
Send WhatsApp messages using Twilio.
Platform
Connect BYOK
Eltropy
Conversational AI and messaging platform for credit unions and banks to engage members digitally.
UDG
Connect via UDG
What you can do with Twilio WhatsApp
Send WhatsApp messages from agents, skills, and apps—including OTP codes, appointment reminders, and status notifications.
Use in automated workflows for real-time customer communication and notification delivery.
Meetings
Meeting scheduling and transcription services capture bookings, transcripts, summaries, and action items.
Calendly
Connect and manage event types, availability, and bookings using Calendly OAuth 2.0.
Platform
Connect BYOK
Fathom
List meetings and access transcripts, summaries, action items, and speaker insights.
Platform
Connect BYOK
Fireflies.ai
Retrieve meeting transcripts, AI summaries, action items, and conversation analytics.
Platform
Connect BYOK
Project management
Project tracking and issue management platforms.
Jira
Jira Cloud integration (issues, comments, projects, boards and sprints) with OAuth 2.0 (3LO).
Platform
Connect BYOK
Source control
Version control and code collaboration platforms.
GitLab
GitLab.com integration (projects, merge requests, diffs and notes) with OAuth 2.0.
Platform
Connect BYOK
Compliance and analytics
Compliance
Dun & Bradstreet
D&B Direct+ Identity Resolution and Search: cleanse-match, cleanse-match with fraud risk signals, extended match (match + append attributes) for businesses.
UDG
Connect via UDG
Socure RiskOS
Unified identity decisioning platform with evaluation submission, KYC/KYB, and identity verification tools.
UDG
Connect via UDG
CoreLogic
Property data, flood zone determination, and collateral risk intelligence for real estate lending.
UDG
Connect via UDG
Cotality
Property intelligence, valuation, and collateral analytics for lending and risk assessment.
UDG
Connect via UDG
FEMA
Federal flood hazard data and maps for property risk validation and regulatory compliance.
UDG
Connect via UDG
First American
Title insurance, property data, and settlement services for mortgage and real estate transactions.
UDG
Connect via UDG
Fiserv (Compliance)
Compliance, fraud, and risk management solutions for financial institutions and payment providers.
UDG
Connect via UDG
Internal Revenue Service (IRS)
Tax transcript verification, income validation, and regulatory compliance for lending workflows.
UDG
Connect via UDG
LexisNexis Risk Solutions
Identity verification, fraud prevention, and risk intelligence for KYC, KYB, and compliance workflows.
UDG
Connect via UDG
NCUA APIs
National Credit Union Administration data and regulatory APIs for compliance and reporting.
UDG
Connect via UDG
Small Business Administration (SBA)
SBA loan program eligibility, guaranty verification, and government-backed lending compliance.
UDG
Connect via UDG
Thomson Reuters
Regulatory intelligence, tax compliance, and legal research for financial institution compliance.
UDG
Connect via UDG
Verafin (Nasdaq)
Fraud detection and AML compliance platform for financial crime monitoring and regulatory reporting.
UDG
Connect via UDG
Analytics
Data analytics, business intelligence, and performance reporting platforms.
Google Analytics
Run GA4 reports for traffic, user behavior, campaigns, and period comparisons on a selected property.
Platform
Connect BYOK
AnalyticsPro
Credit union analytics and performance reporting for lending, deposits, and member growth.
UDG
Connect via UDG
Larky
Rewards-based marketing platform driving member engagement through personalized incentives.
UDG
Connect via UDG
Medallia
Experience management and customer feedback platform for measuring and improving member satisfaction.
UDG
Connect via UDG
Moody's
Financial statement spreading, credit analysis, and commercial lending analytics for underwriting.
UDG
Connect via UDG
Onovative
Marketing automation and member engagement analytics for credit unions and community banks.
UDG
Connect via UDG
Qualtrics
Experience management platform for surveys, feedback, and customer insights across digital channels.
UDG
Connect via UDG
Snowflake
Cloud data platform for analytics, data sharing, and enterprise reporting across financial data.
UDG
Connect via UDG
Trellance / OnApproach
Data analytics and business intelligence for credit unions including data warehousing and reporting.
UDG
Connect via UDG
Connecting to APIs not in the catalog
The Integration Hub covers pre-built integrations with supported providers. To connect to any REST API not listed in the catalog—including internal services, proprietary endpoints, or third-party APIs without a pre-built connector—use the API Call Skill. The API Call Skill lets you define custom API requests that agents and workflows can invoke as steps, without requiring a catalog entry.
Browse integrations by category
Banking and Finance—Banking cores, payments, credit bureaus, accountancy
CRM and Marketing—CRM platforms, commerce, customer support
Productivity and Collaboration—Office tools, storage, messaging, project management
Compliance and Analytics—Regulatory compliance, analytics platforms
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