Create Integration

Create Custom Integration

Guide the user through creating a new custom integration — a wrapper around an external API or service that the workspace's agents can use.

What You're Building

A custom integration is a skill with the custom-int- prefix:

• Lives in .claude/skills/custom-int-{slug}/SKILL.md
• Gitignored (personal to the workspace, not shipped)
• Appears in the dashboard /integrations page under the "Custom Integrations" section
• Documents the env keys, auth method, and example calls so agents know how to use it

When to use

Use when the user wants to connect a new external API/service that isn't already in the core integration list (Stripe, Omie, Discord, Telegram, etc.). If the integration already exists as core (int-*), don't duplicate — extend or use the existing one.

Step 1: Understand the Integration

Ask the user (short, direct):

1. Display name — e.g., "Airtable", "Notion Databases", "Custom CRM". Human-readable.
2. Slug — kebab-case ID (e.g., airtable). Auto-suggest from display name, let them override. Must be [a-z0-9-]+ and not already taken.
3. Category — one of:
   • messaging (WhatsApp, Telegram, Discord, email)
   • payments (Stripe, Asaas, Pix, crypto)
   • crm (HubSpot, Salesforce, Pipedrive)
   • social (Instagram, LinkedIn, YouTube, TikTok)
   • productivity (Notion, Airtable, ClickUp, Linear)
   • other
4. Description — 1-2 sentences. What does this integration do? What would agents use it for?
5. Env keys — what environment variables are needed? Ex: AIRTABLE_API_KEY, AIRTABLE_BASE_ID. List names only (no values — the user adds those to .env later).
6. Auth method (optional, guides the SKILL.md template body) — bearer token, API key in header, OAuth, basic auth, none.
7. Base URL (optional) — the API's root URL. Helps generate example calls.

Step 2: Verify slug uniqueness

Check the existing integrations (core + custom) to make sure the slug isn't taken:

from dashboard.backend.sdk_client import evo
existing = evo.get("/api/integrations")
taken = [i["slug"] for i in existing]
if slug in taken or f"int-{slug}" in taken or f"custom-int-{slug}" in taken:
    # ask user for a different slug

Also grep the filesystem as a safety check:

ls .claude/skills/int-{slug} .claude/skills/custom-int-{slug} 2>/dev/null

Step 3: Call the API

Use from dashboard.backend.sdk_client import evo — auto-handles URL + auth.

import json
from dashboard.backend.sdk_client import evo
integration = evo.post("/api/integrations/custom", {
    "slug": "airtable",
    "displayName": "Airtable",
    "description": "Query and update Airtable bases. Use when agents need to read/write records in Airtable tables.",
    "category": "productivity",
    "envKeys": ["AIRTABLE_API_KEY", "AIRTABLE_BASE_ID"],
})
print(json.dumps(integration))

The backend creates .claude/skills/custom-int-{slug}/SKILL.md with a template that documents setup, env keys, and usage. Response shape matches the standard integration entry (with kind: "custom").

Step 4: Add env keys to .env

Remind the user to add the env keys to .env (locally) and, if deploying, to the production .env too:

AIRTABLE_API_KEY=<value>
AIRTABLE_BASE_ID=<value>

The dashboard shows the integration as "Not configured" until the env keys are set.

Step 5: Fill in the SKILL.md body

The backend creates a minimal template. The user (or an agent they delegate to) should flesh out the SKILL.md with:

• Auth details (how the API expects credentials)
• Base URL and common endpoints
• Example calls with from dashboard.backend.sdk_client import evo OR direct HTTP using requests / httpx
• Rate limits, quirks, response shapes

Offer to open the file for editing or to delegate to a specialist agent (e.g., @apex-architect for architecture review, @quill-writer for docs polish).

Step 6: Show what happens next

Explain to the user:

1. The integration now appears in /integrations → "Custom Integrations" section with a [Custom] badge
2. Agents can discover it via skill search (it's indexed as a skill)
3. Edit description/env keys anytime via the pencil icon on the card
4. Delete via the trash icon (removes the SKILL.md folder entirely)
5. The SKILL.md is gitignored — doesn't leak into the upstream repo

Notes

• If the user just wants to describe a local script (no external API), suggest create-routine or create-command instead.
• If the integration needs complex state (OAuth tokens, pagination cursors), recommend the user ask @apex-architect to design the adapter before filling in SKILL.md.
• Custom integrations share the same discoverability as core ones — mentioning them in an agent chat (@agent please call my airtable integration) works once the env is set.

Related: .claude/rules/integrations.md, .claude/rules/skills.md, create-agent, create-command.