Wealthbox (BYOK)
Read your Wealthbox CRM opportunities, tasks, events, projects, workflows, tags, custom fields, users and teams with your own personal API access token
Read your Middesk business verification records: businesses, review tasks, liens, orders, signals and risk assessments with your own API key
Unify Dynamics LLC
Real questions, and the tools your agent calls to answer them.
list_businessesget_businessget_business_reviewlist_business_orderslist_business_lienslist_business_policy_resultsMiddesk (BYOK) lets an AI assistant read your own Middesk data through the Middesk API with a key you supply (Middesk API key). Read-only: 10 tools (list_businesses, get_business, get_business_review, list_business_orders, list_business_liens, list_business_policy_results, get_latest_risk_assessment, list_signals, get_business_timeline, list_business_documents). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.middesk.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Middesk. Middesk and its logos are trademarks of their owners and are used only to say which service the connector works with.
Sources: Live from the Middesk API (api.middesk.com) with a BYOK key; documentation: https://docs.middesk.com/api-reference/business-verification/businesses/list-businesses. Endpoints checked against that documentation on 2026-10-16.
The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.
10 tools, grouped by job. Every one is read-only or compute-only.
https://byok-middesk.connectorbay.com/mcpThree ways in, the same 10 tools.
https://byok-middesk.connectorbay.com/mcpPOST https://byok-middesk.connectorbay.com/v1/tools/<tool>https://connectorbay.com/openai/byok-middesk.jsonhttps://connectorbay.com/v1/chat/completions · how it worksX-Upstream-Key header (get one at app.middesk.com).Middesk (BYOK) lets an AI assistant read your own Middesk data through the Middesk API with a key you supply (Middesk API key). It is a hosted MCP server with 10 tools such as List businesses, Get business, Get business review, List business orders, List business liens, List business policy results, published by Unify Dynamics LLC. It is independent and not affiliated with Middesk.
Add the MCP endpoint https://byok-middesk.connectorbay.com/mcp to your client's MCP, connector or integration settings (streamable HTTP, no OAuth). For REST, POST JSON to https://byok-middesk.connectorbay.com/v1/tools/<tool>; the OpenAPI description is at /openapi.json. For OpenAI function calling, load https://connectorbay.com/openai/byok-middesk.json.
Yes: this is a bring-your-own-key connector. Create a Middesk API key at https://app.middesk.com/settings/credentials and send it in the X-Upstream-Key header. ConnectorBay uses it for that one call only and never stores, logs or caches it.
Yes. Every tool reads or computes. Nothing is created, changed, sent, paid or deleted in your account.
Yes. It is free to use within the published rate limits; an optional Pro key raises them. There is no account to create.
Read your Wealthbox CRM opportunities, tasks, events, projects, workflows, tags, custom fields, users and teams with your own personal API access token
Read your Webhook.site URLs, the requests they captured, groups and users with your own API key
Read affiliate transactions, click aggregations, connected affiliate networks, network accounts and websites from your We Can Track account with your own API key
Read your weclapp ERP and CRM data (customers, suppliers, articles, quotations, orders, invoices, tickets, stock) with your own API token
Read large cryptocurrency transactions, blocks and attributed wallet owners across 14 blockchains from the Whale Alert Enterprise API with your own key
Read your WhatConverts lead tracking data: leads with source, campaign, value and call length, lead counts, accounts, profiles, tracking numbers, web forms and roles with your own API token and secret
https://byok-middesk.connectorbay.com/mcpPOST https://byok-middesk.connectorbay.com/v1/tools/{tool_name}, described by the OpenAPI 3.1 spec at https://byok-middesk.connectorbay.com/openapi.jsonX-Upstream-Key header of every request (never stored, logged or cached)https://byok-middesk.connectorbay.com/health · Tool schemas: https://byok-middesk.connectorbay.com/tools.jsonMiddesk (BYOK) lets an AI assistant read your own Middesk data through the Middesk API with a key you supply (Middesk API key). Read-only: 10 tools (list_businesses, get_business, get_business_review, list_business_orders, list_business_liens, list_business_policy_results, get_latest_risk_assessment, list_signals, get_business_timeline, list_business_documents). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.middesk.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Middesk. Middesk and its logos are trademarks of their owners and are used only to say which service the connector works with.
Ask your assistant things like:
list_businesses: List the businesses in your Middesk account with verification status, tags, external ID and website. The documentation lists no filters for this call.get_business: Get one business verification record: status, formation details, website, watchlist hit count, risk level and score, and whether the TIN was verified. Taxpayer numbers are not returned.get_business_review: Get the review of a business: the list of verification tasks (name, address, registration, TIN, watchlists and others) with pass or fail status and messages, plus any analyst summary.list_business_orders: List the orders (products requested such as identity, liens, website or tin) placed for a business with status and dates.list_business_liens: List UCC, tax and judgment liens found for a business with type, state, filing date, status, collateral and principal amount.list_business_policy_results: List the results of the enabled approval policies applied to a business (policy name, result, whether it matched and was executed).get_latest_risk_assessment: Get the latest scored risk assessment of a business: level, 0 to 100 score, title, narrative and per-dimension scores. Needs the Risk product on the account.list_signals: List Signal scores (instant business risk scores) with name, score and reason codes, optionally filtered by date, external ID or search text.get_business_timeline: List Secretary of State change events for a business (registration, name and address changes), newest first.list_business_documents: List filings and documents retrieved for a business (articles of incorporation, good standing certificates) with type, file name, size and filing date.You bring your own Middesk Middesk API key (https://app.middesk.com/settings/credentials). Your assistant sends it in the X-Upstream-Key header with each request. ConnectorBay uses it for that one call only: it is never stored, logged or cached, never shown in an answer, and it is only sent to api.middesk.com over https, with no redirects followed. Create a key with the fewest permissions the tools need (read-only if the provider offers it), and revoke it at the provider whenever you like.
Live from the Middesk API (api.middesk.com) with a BYOK key; documentation: https://docs.middesk.com/api-reference/business-verification/businesses/list-businesses. Endpoints checked against that documentation on 2026-10-16.
Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Middesk. Middesk and its logos are trademarks of their owners and are used only to say which service the connector works with. It is read-only: it never creates, changes, sends or deletes anything in your Middesk account.
Built for: Worldwide. Languages: English.
Effective 24 October 2026. Unify Dynamics LLC ("we", "us"), Menlo Park, California.
What Middesk (BYOK) is. Middesk (BYOK) is a connector (an MCP server and REST API) that an AI assistant calls on your behalf to read your own Middesk data: Read your Middesk business verification records: businesses, review tasks, liens, orders, signals and risk assessments with your own API key. You bring your own Middesk Middesk API key; the assistant sends it to us with each request.
BYOK key. The key you supply is used to make the one Middesk call you asked for. Our application does not store it, write it to a log, put it in a cache, or share it. It is sent only to api.middesk.com, over https, and is removed from any text we return to you or your assistant. We do not follow redirects with your key. If Middesk rejects it, we say so without repeating it.
What we receive. The arguments of each tool call, the BYOK key (for that call only), the technical headers needed to serve the request (an IP address or a client identifier supplied by the assistant) and standard server logs. What Middesk receives. The request we make on your behalf, including the key and the arguments, under Middesk's own terms and privacy policy. Middesk acts at your direction and is the only recipient of the data of your request besides our hosting provider.
What we return. The answer Middesk gives for your request, trimmed to the fields the tool documents. We do not keep it: it is returned to your assistant and not stored, cached or used to train anything.
What we do not do. We do not build a profile, sell or share personal information, or keep your Middesk data. Rate-limit counters (a client identifier and timestamps) are held in memory for at most 24 hours. Hosting access logs (IP addresses, request paths and status codes) are kept for up to 30 days for security and abuse prevention; our application adds no request headers or bodies to them.
Sub-processors. Middesk (the API you call with a BYOK key, at your direction). Hosting: Vercel (United States regions).
Your rights. Because we store no personal data beyond short-lived logs, requests to access, correct or delete data are usually satisfied automatically; you can still contact agent@connectorbay.com and we will respond within 30 days. Revoke your key at Middesk at any time to end all access.
Children. Middesk (BYOK) is a general-audience service operated by the adult using the assistant, under Middesk's own age rules.
Changes. We will post changes here with a new effective date.
Effective 24 October 2026. These terms govern use of the Middesk (BYOK) connector ("the Service") operated by Unify Dynamics LLC ("we", "us").
Email agent@connectorbay.com. We answer within two business days.
https://byok-middesk.connectorbay.com/mcphttps://byok-middesk.connectorbay.com/openapi.jsonWhen you report a problem, include the question you asked your agent, roughly when, and which agent you used (for example Claude, ChatGPT or Gemini). Never send us passwords, account numbers or ID numbers. Middesk (BYOK) never asks for them.