Integration

Conveyor integration

Conveyor automates security questionnaires, RFPs and the customer Trust Center. Search and curate the Knowledge Base, ask ConveyorAI to answer a single question, submit questionnaires and questionnaire requests, read and answer their questions, assign them to users or collaboration groups, manage RFP projects, and run the Trust Center: documents and folders, subprocessors, access requests and authorizations, connections (customer domains), interactions, AI-agent conversations, feedback and subprocessor-change subscribers. Not exposed: the audit-event log, signed NDA downloads and questionnaire exports (both hand out temporary download links), uploading a new Trust Center document (the vendor spec sends the file as a query value), the deprecated open-request queue and the Salesforce-driven questionnaire-request update. Authentication is an API key from Settings, Integrations, Conveyor API (created by a Superadmin or Conveyor Admin), sent in the X-API-KEY header; each key only reaches the modules its permissions grant (an invalid key answers 403 with no body). Rate limit: 2000 requests per 5 minutes.

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When this happens, do that in Conveyor.Built from the 44 Conveyor tools below, on the connection you add once.

What you can do with Conveyor

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Question, 6 operations

create_knowledge_base_questionCreate knowledge base questionPOSTAdds a curated Q&A to the Knowledge Base; ConveyorAI can then use it in answers. Needs the Write Knowledge Base Question permission on the key.
list_knowledge_base_question_interactionsList knowledge base question interactionsGETLists Trust Center interactions (document views and Q&A) for one Knowledge Base Q&A, each with type, the visitor's email, content and connection. Paged.
list_knowledge_base_questionsList knowledge base questionsGETLists curated Knowledge Base Q&As with answer, status, curator, citation count, precision, popularity, domains and product lines. Filter by status. Paged.
list_questionnaire_questionsList questionnaire questionsGETLists questions extracted from questionnaires with ConveyorAI's draft answer, the final answer, grading, collaborators, cited sources and edit history. Filter by questionnaire, dates, type or status. Paged.
update_knowledge_base_questionUpdate knowledge base questionPATCHUpdates a Knowledge Base Q&A: answer, verification status, product lines, categories, tags or curator. Send at least one field; list fields replace the current ones.
update_questionnaire_questionUpdate questionnaire questionPATCHSets whether a questionnaire question's answer is reusable by ConveyorAI, and assigns it to a user or collaboration group or unassigns it.

Document, 4 operations

delete_documentDelete documentDELETEPermanently deletes a Trust Center document; it disappears from your Trust Center.
list_document_interactionsList document interactionsGETLists Trust Center interactions (document views and Q&A) for one Trust Center document, each with type, the visitor's email, content and connection. Paged.
list_documentsList documentsGETLists Trust Center documents with name, certification badge, access level, folder, product lines, access groups, versions, expiry and curator. No paging.
update_documentUpdate documentPATCHUpdates a Trust Center document's name, description, badge, folder, access level, featured flag, product lines, access groups, expiry or curator. Changes what visitors see. Send only fields to change.

Authorization, 3 operations

create_authorizationCreate authorizationPOSTGrants a person access to your Trust Center, from an access request (request_id) or an email. Real effect: the person can view protected documents. Pass exactly one of request_id or email.
list_authorizationsList authorizationsGETLists Trust Center authorizations (people granted access), optionally filtered by status or email, with their access groups and NDA signature id.
update_authorizationUpdate authorizationPATCHRevokes a Trust Center authorization (status revoked) or replaces its access groups. Real effect: the person loses access to removed groups or to the whole Trust Center.

Authorization request, 3 operations

get_authorization_requestGet authorization requestGETReturns one Trust Center access request: requester email and message, status, CRM link, internal notes and who processed it.
ignore_authorization_requestIgnore authorization requestPATCHMarks a Trust Center access request as ignored (the only status this route can set). The requester does not get access.
list_authorization_requestsList authorization requestsGETLists Trust Center access requests (people asking to see protected documents), optionally filtered by status or requester email. Approve one with create_authorization, ignore it with ignore_authorization_request.

Folder, 3 operations

create_folderCreate folderPOSTCreates a Trust Center folder and returns its id, name and dataroom_id.
delete_folderDelete folderDELETEPermanently deletes a Trust Center folder.
list_foldersList foldersGETLists Trust Center folders with their id, name, dataroom_id and the ids of the documents they hold.

Questionnaire, 3 operations

create_questionnaireCreate questionnairePOSTSubmits a questionnaire (uploaded file, spreadsheet or portal) for a customer domain to Conveyor, which starts answering it. Returns its id and due date.
list_questionnairesList questionnairesGETLists questionnaires with status, customer connection, assignee, product lines, question count, format and dates. Filter by status, product lines and created, completed or due dates. Paged.
update_questionnaireUpdate questionnairePATCHUpdates a questionnaire's status (approved or completed), due date, assignee or notes. Setting completed records completed_at and triggers grading. Send only fields to change.

Subprocessor, 3 operations

create_subprocessorCreate subprocessorPOSTAdds a subprocessor to your public Trust Center vendor profile; subscribers to subprocessor changes are emailed. Give vendor_name (preferred) or canonical_asset_id.
delete_subprocessorDelete subprocessorDELETERemoves a subprocessor from your Trust Center vendor profile; subscribers to subprocessor changes are emailed.
list_subprocessorsList subprocessorsGETLists your company's active subprocessors on the Trust Center vendor profile, with description, data locations and canonical asset. Paged.

Connection, 2 operations

list_connection_interactionsList connection interactionsGETLists Trust Center interactions (document views and Q&A) for one connection (customer domain), each with type, the visitor's email, content and connection. Paged.
list_connectionsList connectionsGETLists Trust Center connections (one per customer domain) with CRM link, status, counts of authorized people and latest activity. Filter by domain.

Project, 2 operations

create_projectCreate projectPOSTCreates an RFP project for a customer domain and returns it with its connection and manager.
list_projectsList projectsGETLists RFP projects with status, customer, connection, manager, due date, product lines and questionnaire count. Filter by CRM id, CRM link, status or domain. Paged.

Access group, 1 operation

list_access_groupsList access groupsGETLists the Trust Center access groups (named sets of protected documents granted to authorized viewers). Returns id, name and dataroom_id; pass ids to create_authorization.

Answer, 1 operation

answer_questionnaire_questionAnswer questionnaire questionPOSTWrites a new answer on a questionnaire question (prose, short answer, multi-select or columns); the previous answer stays in edit_history. Send at least one answer field.

Bulk update, 1 operation

bulk_update_questionnaire_questionsBulk update questionnaire questionsPATCHApplies one change to many questionnaire questions: assign to a user or collaboration group, unassign, or set reusable. Send question_ids and at least one change.

Collaboration group, 1 operation

list_collaboration_groupsList collaboration groupsGETLists collaboration groups (Team Routing): teams questionnaire questions route to, with members and AI suggestion instructions. Pass an id as collaboration_group_id when assigning questions.

Conversation, 1 operation

list_trust_center_conversationsList trust center conversationsGETLists conversations between Trust Center visitors and the Trust Center AI agent, with visitor email, messages, feedback and referenced documents. Paged.

Feedback, 1 operation

list_trust_center_feedbackList trust center feedbackGETLists Trust Center survey feedback (rating, comment, source, email) for one dataroom. Needs Trust Center Designer read permission. Paged.

Interaction, 1 operation

list_interactionsList interactionsGETLists Trust Center interactions (document views and Q&A) across the account, filtered by type and creation date, each with type, the visitor's email, content and connection. Paged.

Oneoff question, 1 operation

list_one_off_questionsList one off questionsGETLists one-off questions asked through the API, Slack, browser extension, web app or Trust Center, with ConveyorAI's answer, confidence, issue flag and the asking user. Paged.

Product line, 1 operation

list_product_linesList product linesGETLists the product lines of the program (id and name). Pass the ids as product_line_ids to scope documents, Q&As, questionnaires and searches.

Question category, 1 operation

list_question_categoriesList question categoriesGETLists the question categories (security domains) used to classify Knowledge Base Q&As. Pass ids as question_domain_ids to update_knowledge_base_question.

Question tag, 1 operation

list_question_tagsList question tagsGETLists the question tags used to label curated Knowledge Base Q&As. Pass the ids as question_tag_ids to create_knowledge_base_question or update_knowledge_base_question.

Questionnaire request, 1 operation

create_questionnaire_requestCreate questionnaire requestPOSTSends a questionnaire request (a ticket with context and an optional questionnaire file) to Conveyor's agent, which starts working on it. Give external_id unless case_ids is used.

Search, 1 operation

search_knowledge_baseSearch knowledge baseGETSearches curated Knowledge Base Q&As and past questionnaire answers for a text. Answers are cut at 500 characters unless include_full_answers is true.

Single question, 1 operation

ask_questionAsk questionPOSTAsks ConveyorAI one question and returns its answer with confidence (high, medium or low), or a choice among multiple_choice_options. The question is logged as a one-off question.

Vendor subscription, 1 operation

list_vendor_subscriptionsList vendor subscriptionsGETLists the people subscribed to subprocessor change notifications on your Trust Center (name, email, date). Paged.

Use Conveyor from Claude Code, Cursor or Codex

Connect Conveyor in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Conveyor operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Conveyor

Create your workspace
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Connect Conveyor once
Add your Conveyor connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
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The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.