How-to: Integrations (Integration Hub)

Sync CoverGuard both ways with your CRM, LOS, AMS, MLS, or a custom system — and let AI auto-map an external API onto CoverGuard's schema, so data flows without hand-keying.

Who this is for: Agents, brokers, and lenders on a Professional plan. Where: Sys Admin → Integration Hub (/toolkit).

Connect a provider (OAuth)

1. Go to Sys Admin → Integration Hub.
2. Pick a provider and start the connection — CoverGuard begins an OAuth flow and hands you

back after you authorize.

1. Once connected, create an Integration to define what syncs.

The OAuth handshake uses a short-lived state (≈15 min); a stale callback is rejected — just restart the connection if it times out.

Map fields

CoverGuard uses an AI mapping agent to line an external system's fields up with its own canonical schema:

• Propose mappings from a provider or from manual input, then review and adjust.
• Stored mappings are listed under connector mappings.

Mapping only proposes a reviewable field map — it never moves data on its own.

Auto-map an external API (consume docs / a live integration)

The Auto-Mapping tool ingests an external API and maps it for you:

1. In the Integration Hub, choose Auto-map an API.
2. Provide one of:

• an OpenAPI/Swagger URL,
• pasted spec text, or
• a base URL to live-probe (CoverGuard checks well-known OpenAPI paths).

1. CoverGuard parses it into a structured digest and feeds it to the mapping agent, which

proposes mappings against real provider field names.

1. Review the proposed mapping; optionally attach it to an integration to save it.

Network fetches are SSRF-guarded (private/loopback/link-local hosts are rejected), time-boxed, and size-capped — a spec on an internal-only host won't be reachable by design.

Manage integrations

Create, update, list, and delete integrations from the hub. Provider examples by role: Agent — CRM / MLS; Lender — Encompass / LendingPad (LOS); Insurance — AMS360 / Applied Epic (AMS).

Troubleshooting

• Integration Hub is locked → it's a Professional-tier feature. See

Billing & plans.

• OAuth callback failed / "state expired" → the ~15-min window lapsed; restart the

connection.

• Auto-map can't reach a URL → it may be a private/internal host (blocked by SSRF

guard), unreachable, or too large. Use pasted spec text instead. See Integrations & API.

• Mapping looks wrong → it's a proposal; edit it before saving. Nothing syncs from a

proposal alone.

Do this next

Connect the one system you live in — your CRM, LOS, or AMS — then create an integration and review the AI-proposed field mapping before you save it.

• Developer / Partner API — for custom, code-level integrations
• Integrations & API troubleshooting