No-API portal access for firms
Where a portal or tool has no API, a browser path is discussed in scoping. It stays out of scope unless the portal's terms allow the access the firm chooses, and the engagement states what a credential may do and what is recorded.
For a system that only offers a signed-in website
No API, or the wrong screen.
A browser path is discussed in scoping, including whether the portal's terms allow the access the firm chooses.
Out of scope until confirmed.
It stays out of scope unless those terms allow it and the access is scoped per engagement. We haven't completed an audit yet.
What the engagement has to state
The credential. Access is scoped per engagement. The engagement states what a credential may do. That is a condition of scope, not a login already in use.
What is recorded. Approval steps are recorded. Every approval is recorded, and every model call is recorded as the job, the model, and the cost. That record is not a log of every step taken in a portal.
The decision to change data. Steps that submit or change data wait for a person on your team. Every approval is recorded.
Portal terms are a condition of scope
Terms first.
The portal stays out of scope unless its terms allow delegated or automated access. We do not name a portal on this page.
When an API exists.
That path is on the AI integration platform page. Human review still applies, and how we work is where scope is agreed.
A practical next conversation
Start with one portal and one job: what a person does in the browser today, which steps only read, and which steps submit or change data. Implementation services and industry starting points show the kinds of firms this work is built for.
Tell us about the portal that has no API.
Bring the workflow and the system. Scoping confirms whether a browser path is appropriate, and what the engagement would have to state.
Questions about no-API portal access
What is no-API portal access?
It is a browser path discussed in scoping when a portal or tool has no API, or the API does not cover the screen the team uses. It is not a connection already in place.
When is a signed-in website in scope?
Only when the portal's terms allow the access the firm chooses, and the access is scoped per engagement, including what a credential may do and what is recorded. If an API covers the job, that path is the one to discuss.
What is recorded?
Approval steps are recorded. Every approval is recorded, and every model call is recorded as the job, the model, and the cost. That record is not a log of every step taken in a portal.
What if the portal's terms do not allow this?
That portal stays out of scope. Delegated or automated access is a condition of scope, not an option beside a connection that is already on.
Will this page name our portal?
No. Bring the system you use to scoping. The engagement confirms it there, including whether its terms allow the access the firm chooses.
LET’S TALK ABOUT YOUR BUSINESS
Find your first useful step with AI.
Tell us about your team and the work you'd like to improve. We'll use the conversation to understand your priorities, your systems and where Precision AI OS could help.
- Your business, in context.
Who you are and what your team needs.
- A practical conversation.
One workflow, the information it needs and what a useful result looks like.
- A clear next step.
Choose a time on Google Calendar. Your appointment is confirmed there.
A little context goes a long way.
Share a few details, then choose a time. Fields are required unless marked optional.
YOUR REQUEST IS RECEIVED
Let's find a time.
Choose a time on Google Calendar. Your appointment is confirmed only after you finish booking there.
Choose a timeNothing suitable in the next 24 hours? We have your phone number and will contact you to arrange a call.