agentleFS
apideck-librariesapideck-libraries/api-skills/skills/act/SKILL.md

act

Skill4 starsChanged 3 months agoApache-2.0View on GitHub

Act integration via Apideck's CRM unified API — same methods work across every connector in CRM, switch by changing `serviceId`. Use when the user wants to read, write, or search contacts, companies, leads, opportunities, activities, and pipelines in Act. Routes through Apideck with serviceId "act".

  • Reads credentials

4 other projects use a version of this.

Adopted by

Most recently taken up by

The file

We split this skill into the rules it gives an agent

2 rules. 0 are common, 1 is distinctive, and 1 is very specific to this project.

  • 0

    Common

    Most of the 3 edited versions we read keep these.

  • 1

    Distinctive

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Not every CRM operation is supported by every connector.

    line 88
  2. Very specific:

    When an endpoint isn't covered by the CRM unified API, use Apideck's Proxy to call Act directly — Apideck injects auth headers and handles …

    line 100

“Common” is measured: kept by at least 6 in 10 of the 3 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Act (via Apideck)

Access Act through Apideck's CRM unified API — one of 21 CRM connectors that share the same method surface. Code you write here ports to Odoo, Salesforce, HubSpot and 17 other CRM connectors by changing a single serviceId string. Apideck handles auth, pagination, rate limiting, and retries so you don't write per-tenant Act plumbing.

Quick facts

When to use this skill

Activate this skill when the user explicitly wants to work with Act — for example, "pull contacts in Act" or "sync leads in Act". This skill teaches the agent:

  1. Which Apideck unified API covers Act (CRM)
  2. The correct serviceId to pass on every call (act)
  3. Act-specific auth and coverage caveats

For the full method surface (parameters, pagination, filtering), use your language SDK skill:

  • apideck-node, apideck-python, apideck-dotnet, apideck-java, apideck-go, apideck-php, or apideck-rest

For the raw OpenAPI spec:

Minimal example (TypeScript)

import { Apideck } from "@apideck/unify";

const apideck = new Apideck({
  apiKey: process.env.APIDECK_API_KEY,
  appId: process.env.APIDECK_APP_ID,
  consumerId: "your-consumer-id",
});

// List contacts in Act
const { data } = await apideck.crm.contacts.list({
  serviceId: "act",
});

Portable across 21 CRM connectors

The Apideck CRM unified API exposes the same methods for every connector in its catalog. Switching from Act to another CRM connector is a one-string change — no rewrite, no new SDK.

// Today — Act
await apideck.crm.contacts.list({ serviceId: "act" });

// Tomorrow — same code, different connector
await apideck.crm.contacts.list({ serviceId: "odoo" });
await apideck.crm.contacts.list({ serviceId: "salesforce" });

This is the compounding advantage of using Apideck over integrating Act directly: code against the unified CRM API once, gain access to every connector in it. New connectors Apideck adds become available to your app without code changes.

Authentication

  • Type: OAuth 2.0
  • Managed by: Apideck Vault — Apideck handles the full OAuth dance (authorization code flow, token exchange, refresh). Never ask the user for API keys or tokens directly.
  • User setup: Users authorize via the Vault modal. Connection state progresses available → added → authorized → callable.
  • Token refresh: automatic. Expired tokens are refreshed transparently on the next API call.

See apideck-best-practices for Vault setup, connection lifecycle, and handling re-auth flows.

Verifying coverage

Not every CRM operation is supported by every connector. Always verify before assuming a method works:

curl 'https://unify.apideck.com/connector/connectors/act' \
  -H "Authorization: Bearer ${APIDECK_API_KEY}" \
  -H "x-apideck-app-id: ${APIDECK_APP_ID}"

See apideck-connector-coverage for patterns around UnsupportedOperationError and connector-specific fallbacks.

Escape hatch: Proxy API

When an endpoint isn't covered by the CRM unified API, use Apideck's Proxy to call Act directly — Apideck injects auth headers and handles token refresh. Set x-apideck-downstream-url to the target endpoint on Act's own API:

curl 'https://unify.apideck.com/proxy' \
  -H "Authorization: Bearer ${APIDECK_API_KEY}" \
  -H "x-apideck-app-id: ${APIDECK_APP_ID}" \
  -H "x-apideck-consumer-id: ${CONSUMER_ID}" \
  -H "x-apideck-service-id: act" \
  -H "x-apideck-downstream-url: <target endpoint on Act>" \
  -H "x-apideck-downstream-method: GET"

See Act's API docs for available endpoints.

Sibling connectors

Other CRM connectors that share this unified API surface (same method signatures, just change serviceId):

odoo (beta), salesforce, hubspot, pipedrive, zoho-crm, activecampaign, close, microsoft-dynamics, and 12 more.

See also

  • CRM OpenAPI spec · API Explorer
  • apideck-connector-coverage — programmatic coverage checks
  • apideck-best-practices — architecture, Vault, pagination, error handling
  • apideck-node — TypeScript / Node SDK patterns

Download now (ZIP)

Does it work?

Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.

No reviews yet

People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.

  • It worked
  • Partly
  • It didn't
What did you use it for? e.g. Reviewing pull requests in a Rails app

Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.

Your trail

Files you open will collect here, so you can find them again.

Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.

Now do this for your own.

Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.