intelliflo office
Tailored for financial advisers, it’s the ultimate all-in-one solution to elevate how your firm operates. Connect your account through managed OAuth to use the available operations in an agent task.
Setup
Connect intelliflo office with an explicit scope.
You need an AgentSky account and authority to connect the application account. Start with a read-only task before allowing changes.
Find the application
Open connector settings and search for intelliflo office. If the catalog is unavailable, retry its load; an unavailable list is not proof the app is unsupported.
Review authorization
Review the intelliflo office account, workspace and permissions on the authorization screen. Your organization's policies or administrator approval may limit which resources the connection can access.
Verify a bounded task
Name one intelliflo office resource you can already access and ask the agent to check whether a read operation is available. If it is, retrieve and summarize that resource without changing it. If it is not, ask the agent to explain the missing operation or permission.
Verify access and results
A connected account is the start of the workflow.
Open the same resource in intelliflo office and compare it with the agent's result. Check the account, resource identifier and current content before using the output for another task.
Access troubleshooting
If intelliflo office access fails, check the connected identity, resource sharing and requested permissions. Reconnect an expired or revoked account in connector settings. If the connection is healthy but an operation is unavailable, changing accounts may not resolve it.
Available actions
The runtime discovers the connector's current operations and input requirements. Do not assume every feature in the application's website is available as an agent action.
Authorize changes explicitly
For writes, specify the target and the allowed change. An instruction to draft or analyze is not permission to publish, send or delete.
Common questions
Related resources
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Use intelliflo office with Hermes in the shared Composer.
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Use intelliflo office with pi in the shared Composer.
DeepSeek Harness + intelliflo office
Use intelliflo office with DeepSeek Harness in the shared Composer.
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Use intelliflo office with Kimi Code in the shared Composer.
OpenCode + intelliflo office
Use intelliflo office with OpenCode in the shared Composer.
All connectors
Understand managed application access.
Channels
Choose where the agent conversation happens.
Data handling
Review your workflow's data boundaries.
Pricing
Review charges before running work.