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Operate As

Integration

Portico

Client onboarding links that collect documents, signatures and payments. Your client pastes their Portico key once, and your agent or your code works with their access.

Forms

About Portico

Through Operate As, your agent, n8n workflow or code works in Portico with your client's own access. Your client pastes their API key from Portico once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Portico's API through the request tool, with the client's access attached.

Common uses in Forms

  • Send new responses to the CRM, a sheet or the team
  • Follow up with each person who fills one in
  • Summarize answers into a report

Portico

Portico · Forms

API key

Client onboarding links that collect documents, signatures and payments

The client pastes their API key from Portico's settings. We store it encrypted.

Tested against Portico's live API.

Building with Portico? The docs have setup steps and code for every tool.

Open the Portico docs

Tools

Your agent calls any endpoint of Portico's API with the request tool, with the client's access attached.

Base URL for request

https://app.portico.run/api/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/portico/{path}

    Any endpoint of Portico's own API, with the client's access attached.

    servicestringrequired
    This service: portico
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.portico.run/api/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Portico key you paste, with only the access you gave that key

Related

More in Forms

Browse every service

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.

Prefer email? hello@operate.as