Set up the boundary
1
Scope credentials
Create a key for the intended service and workspace. Follow API keys and the authentication reference.
2
Identify resources
Retain agent, branch, version, document, and connection identifiers. Resolve access independently of user-submitted display names.
3
Handle responses
Set timeouts, check status, and retain safe request-ID context. Distinguish rejected requests from uncertain mutation outcomes before retrying.
4
Read results back
Inspect the stored resource and exact version after changes. Do not infer success from a return URL or local editor state.
Operational review
Separate development, staging, and production credentials and resource identifiers. Define request limits, access logging, dependency failure behavior, and revocation. Keep secrets and unnecessary customer content out of logs.Frequently asked questions
Does API access include every dashboard operation?
Does API access include every dashboard operation?
No. Use the public contract and the operation’s allowed credential type. Internal-web workflows are a separate boundary.