Team
Shared credential for production and unattended runs.
Connect Conveyor with Hookshot™ and your stack
Conveyor is a platform that automates security reviews by providing a Trust Center, AI-driven questionnaire automation, and integrations with various tools to streamline compliance processes.
Tools and triggers
What Agents can do in Conveyor
Available tools and events after Conveyor is connected.
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Create New Authorization
Tool to create a new authorization in Conveyor Exchange. Use this to grant access to a user by email address or by approving an existing authorization request. Provide either 'email' (to create a new authorization for…
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Create New Folder
Tool to create a new folder in Conveyor Exchange. Use when you need to organize items into folders programmatically after obtaining an API key.
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Create New Review
Tool to create a review in Conveyor with optional references to external VM unique IDs. Use when you need to create a vendor review programmatically.
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Create Questionnaire Request
Tool to create a new questionnaire request in Conveyor. Use when you need to submit a security questionnaire or compliance request for processing. Requires submitter_email and either external_id with raw_data OR…
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Delete a Conveyor Document
Tool to delete a specific document. Use when you need to remove a document by its ID.
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Delete Folder
Permanently deletes a folder from the Conveyor Exchange by its UUID. Use GET_FOLDERS first to retrieve the folder_id. This action is irreversible.
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Get All Access Groups
Tool to retrieve all access groups for a program. Use when you need to fetch the complete list of access groups configured in the Conveyor Exchange.
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Get All Conveyor Connections
Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
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Get All Conveyor Documents
Retrieves all documents from the Conveyor trust center. Returns a list of documents with their metadata including name, description, access level, versions, and timestamps. No parameters required - simply call to get…
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Get All Interactions
Tool to get all interactions (document interactions, q&a interactions) with optional filters. Use when you need to retrieve and filter interactions across all documents and Q&A sessions.
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Get Authorization Request
Retrieves details of a specific authorization request from Conveyor Exchange by its ID. Use this to get information about a pending or processed access request, including the requestor's email, message, status, and…
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Get Authorization Requests
Retrieves authorization requests from Conveyor's Trust Center. Use this tool to: - List all authorization requests (no filters) - Get pending requests awaiting approval (status='requested') - Filter by specific status…
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Get Authorizations
Retrieve authorizations from your Conveyor Trust Center. Authorizations control who has access to view documents. Use this to list all authorizations or filter by status ('gated', 'authorized', 'revoked') or email…
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Get Interactions by Connection ID
Tool to fetch interactions associated with a specific connection. Use when you need to list all interactions for a given connection after validating its existence.
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Get Interactions by Document ID
Tool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.
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Get Knowledge Base Questions
Retrieves knowledge base questions from Conveyor. Use to list, search, or paginate through Q&A entries stored in the knowledge base for compliance and security questionnaires.
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Get Product Lines
Retrieves all product lines configured in Conveyor. Use this action to list available product lines for organizing trust documentation, authorizations, and security reviews by business segment. This is a read-only…
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Get Questionnaires
Retrieves all questionnaires from Conveyor with optional filters. Use this to list questionnaires by status, product line, or date ranges. Returns questionnaire metadata including assignee, connection, product lines…
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List All Exchange Folders
Retrieves all folders from the Conveyor Exchange workspace. Returns a list of folders with their IDs, names, timestamps, and associated document IDs. Use this to discover available folders before uploading documents or…
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Patch Authorization
Update an existing authorization by revoking access or modifying Access Group assignments. Use this tool to: - Revoke a user's access to the Trust Center (set revoke=true) - Update which Access Groups a user belongs to…
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Submit New Questionnaire
Tool to submit a new questionnaire to Conveyor. Use when you need to create a security questionnaire or RFP submission with file uploads, portal links, or Salesforce integration.
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Submit Single Question
Submit a single question to Conveyor's AI knowledge base and receive an immediate answer. Use this when responding to security questionnaires, compliance inquiries, or knowledge base queries. Returns the AI-generated…
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Update Conveyor Document
Update a Conveyor document's metadata. Use this to change a document's name, description, access level, folder location, or other properties. Requires the document UUID.
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Update Questionnaire Request
Tool to update a questionnaire request in Conveyor. Use this to modify an existing questionnaire request's external ID, case IDs, raw data, or source system information.
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Upload New Document
Tool to upload a new document to Conveyor's Knowledge Library. Use when you need to add a file (<=100MB) for security compliance documentation.
Setup
Connect Conveyor in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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