Shared agents for Vertical SaaS
Build agents, automations, and apps your Vertical SaaS team can manage together. The SaaS GTM spine plus the domain primitives a vertical lives on: booking/scheduling, embedded payments & invoicing, intake forms & e-signature, dispatch/field ops, and region-specific payment rails.
Shared integrations for Vertical SaaS
Connect once and share access with agents, automations, apps, and teammates, with granular permissions.
Connect Stripe to Claude in type.com to create invoices, manage subscriptions, and issue refunds from a shared finance thread.
Connect Razorpay to Claude in type.com to create orders, manage customers, and cancel invoices or payment links from a thread.
Connect Flutterwave to Claude in type.com to create payment links, manage beneficiaries, and process bulk charges from a shared finance thread.
Connect Paystack to Claude in type.com to manage payment page products, configure revenue splits, and archive payment requests.
Connect Cal to Claude in type.com to add attendees, cancel bookings, and check calendar availability from a shared scheduling thread.
Connect Calendly to Claude in type.com to create event types and one-off meetings, generate single-use booking links, and cancel scheduled events.
Connect Servicem8 to Claude in type.com to create jobs, log payments, and add job notes from a shared field service dispatch thread.
Connect OptimoRoute to Claude in type.com to add orders, bulk-update stops, and clear a canceled day's schedule from a thread.
Connect Route4me to Claude in type.com to add addresses, log route notes, and set up avoidance zones for last-mile logistics.
Connect MaintainX to Claude in type.com to open work orders, log comments, and organize maintenance data from a shared thread.
Connect SafetyCulture to Claude in type.com to manage incident collaborators, archive assets, and assign permissions from a thread.
Connect Jotform to Claude in type.com to clone forms, organize them with labels, and check label resources from a thread.
Connect DocuSign to Claude in type.com to add contacts, adjust envelope settings, and attach files from a shared thread.
Connect PandaDoc to Claude in type.com to create documents from files, attach materials, organize folders, and build templates.
Connect Quickbooks to Claude in type.com to run P&L, balance sheet, and aging reports and look up invoices, bills, and vendors without editing the books.
Connect Xero to Claude in type.com to create invoices, bills, contacts, items, bank transactions, and manual journals from a shared finance thread.
Connect Telnyx to Claude in type.com to provision networks, set up notification channels and profiles, and manage alerts from a shared team thread.
Connect WhatsApp Business to Claude in type.com to manage message templates, check a business profile, and look up media details from a team thread.
Connect Eventbrite to Claude in type.com to organize ticket groups, calculate pricing, and manage events from a shared thread.
Connect Lodgify to Claude in type.com to log guest enquiries, schedule callbacks, and clear out bookings from a shared team thread.
Connect Booqable to Claude in type.com to add customers, create rental orders, and archive completed bookings from a shared thread.
Connect Linear to Claude and Codex in type.com to create and update issues, comment with QA notes, link related work, and attach PRs or docs.
Connect GitHub to Claude and Codex in type.com to open issues and pull requests, commit file changes, triage labels, and dispatch Actions workflows.
Connect PostgreSQL to Claude in type.com so your team can query production data, inspect schemas, and review results without a separate SQL client.
Skills for your shared agents
Reusable instructions, scripts, and assets your agents and teammates can use together.
Reconciles Stripe (plus Razorpay, Flutterwave, and Paystack regional rails) payouts and platform fees against QuickBooks/Xero ledgers, flagging mismatched transfers and failed charges per merchant account.
Turns a confirmed Cal or Calendly booking into a scoped invoice and PandaDoc/DocuSign agreement using the customer's plan and the vertical's pricing rules.
Queries ServiceM8, OptimoRoute, and Route4Me to summarize today's job board, surface late or unassigned routes, and draft re-dispatch plans for field teams.
Parses inbound Jotform submissions and MaintainX/SafetyCulture reports, classifies them by urgency and account, and prepares the next-step record with extracted fields.
Pulls account metrics from Intercom and Segment to compute a health score across usage velocity, support tickets, and churn risk, flagging accounts trending downward for proactive outreach.
Chains a new seller through bank verification, tax ID collection, and payout setup via Stripe Connect and TaxJar, then provisions their merchant dashboard.
Shared automations for Vertical SaaS
Start work on a schedule or from Slack, webhooks, email, feeds, and supported app events.
On a failed Stripe or Razorpay charge, posts the affected merchant and customer to the billing channel with a drafted dunning message and retry plan.
Pulls the day's ServiceM8 jobs and OptimoRoute plans each morning and posts a route summary with unassigned and at-risk stops.
When Cal or Calendly fires a booking-created webhook, drops the appointment into the ops channel and drafts the customer's intake form and confirmation.
When DocuSign or PandaDoc marks a document completed, kicks off the customer onboarding thread and queues their first QuickBooks invoice.
When a marketplace seller links their Stripe account, queues their verification checklist and sends a welcome onboarding email with next steps.