CardClan for AI agents
Agents read CardClan at once. Changes and sends are held for a person's approval by default.
About CardClan
CardClan helps teams personalize and send digital cards, generate card links, and manage card integration workflows.
What an agent can do in CardClan
Every CardClan action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in CardClan without asking first. 6 actions.
- Get Card DetailsGet a CardClan card's title, merge-tag requirements, and owning workspace details by card ID.
- Get Integration ConfigurationGet a CardClan integration configuration by either integration ID or card ID.
- List CardsList cards in a CardClan workspace, including card IDs needed for details, integration configuration, personalized links, and sending.
- List Email AccountsList configured CardClan sender accounts that can be selected when sending a card.
- List Workflow CardsList cards with active CardClan integration workflows and return their integration, card, and workspace IDs.
- List WorkspacesList CardClan workspaces accessible to the connected account, including the workspace IDs needed to find cards and create integration configurations.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Create Integration ConfigurationCreate a persistent CardClan integration configuration linking a card to its workspace. The connected user's ID is resolved automatically.
- Generate Personalized Card URLGenerate a personalized CardClan viewing URL without sending an email. This may create recipient-specific CardClan state but does not deliver a message.
- Send CardImmediately personalize and send a CardClan card by email to one or more recipients. This externally side-effecting operation is irreversible; use GENERATE_CARD_URL when delivery is not intended.
Changes wait in Needs you
Changes and sends in CardClan are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
CardClan questions
Can an agent change data in CardClan on its own?
Not by default. Changes and sends in CardClan are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in CardClan?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does CardClan connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.