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Velaris (BYOK) — connector documentation

  • MCP endpoint: https://byok-velaris.connectorbay.com/mcp
  • REST API: POST https://byok-velaris.connectorbay.com/v1/tools/{tool_name}, described by the OpenAPI 3.1 spec at https://byok-velaris.connectorbay.com/openapi.json
  • Transport: Streamable HTTP, stateless, MCP specification 2025-06-18 or later
  • Authentication: your own Velaris Velaris access token (Profile, Security, Access token), sent in the X-Upstream-Key header of every request (never stored, logged or cached)
  • Health: https://byok-velaris.connectorbay.com/health · Tool schemas: https://byok-velaris.connectorbay.com/tools.json
  • Publisher: Unify Dynamics LLC · connectorbay.com/byok-velaris · agent@connectorbay.com

What Velaris (BYOK) is for

Velaris (BYOK) lets an AI assistant read your own Velaris data through the Velaris API with a key you supply (Velaris access token (Profile, Security, Access token)). Read-only: 10 tools (list_organizations, list_accounts, list_opportunities, list_risks, list_lifecycle_stages, list_activity_types, list_field_definitions, list_custom_object_schemas, get_base_currency, list_tasks). 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.euw1.velaris.io. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Velaris. Velaris 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:

  • "Which customer organizations are in Velaris?"
  • "Which customer accounts are in Velaris and when do they renew?"
  • "What opportunities are open in Velaris?"
  • "Which customers are flagged as at risk in Velaris?"
  • "What lifecycle stages does Velaris have for accounts?"
  • "Which activity types exist in Velaris?"

What it does

  • list_organizations: List customer organizations with lifecycle stage, churn flags, health pulse, name, renewal and join dates. Contacts are not included.
  • list_accounts: List customer accounts with parent organization, lifecycle stage, churn flags, health pulse, name and renewal date.
  • list_opportunities: List pipeline opportunities (upsell, expansion, renewal) with stage, status, pulse and customer organization.
  • list_risks: List churn risks with stage, status, pulse and customer organization.
  • list_lifecycle_stages: List the lifecycle stages configured for a level (organization, account, opportunity, risk) in order, with usage counts.
  • list_activity_types: List activity types such as call, meeting and email that can be logged against customers.
  • list_field_definitions: List the custom and system field definitions of a level with name, label, data type and whether they are required.
  • list_custom_object_schemas: List custom object definitions with singular and plural names, API name and description.
  • get_base_currency: Show the base currency of the workspace.
  • list_tasks: List customer success tasks with name, status, priority, due date and the customer entity they belong to.

BYOK key

You bring your own Velaris Velaris access token (Profile, Security, Access token) (https://developers.velaris.io/). 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.euw1.velaris.io 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.

Data sources

Live from the Velaris API (api.euw1.velaris.io) with a BYOK key; documentation: https://developers.velaris.io/. Endpoints checked against that documentation on 2026-10-16.

What it is not

Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Velaris. Velaris 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 Velaris account.

Built for: Worldwide. Languages: English.