RateUp Documentation
Meta agent

Connectors

External APIs the agent can call for live data — credentials, the tools on them, and Meta's error logs.

Knowledge is static. A connector is how the agent answers questions whose answer changes by the minute — where is my order, is this in stock — by calling your API.

A connector is one API. The tools on it are the individual calls the agent may make.

Add a Connector

Click Add connector.
Name it and write a Description — the agent reads this to decide when this connector is the right one.
Set the Base URL. Tool paths are appended to it, and it must be https.
Choose an Auth type and fill in its credentials.
Click Create connector.

Each connector shows its state: Connected, Awaiting credentials or Credentials expired.

Auth types

TypeWhat it is
NoneA public API that needs no credentials
API keyA key, sent as a header, query parameter or body field
BasicA username and password pair
OAuth 2.0 client credentialsOne machine-to-machine token Meta refreshes for you
OAuth 2.0 (user)Per-customer auth — Meta adds the customer's stored token to every request
CustomA scheme you drive yourself through tool definitions

OAuth types need a Token URL — the endpoint Meta exchanges credentials at, also https — plus the client id, client secret and scopes. Require mTLS adds a PEM-encoded client certificate and key if your API demands one on the TLS handshake.

Fixed headers, query parameters or body fields can be injected on every call the agent makes through the connector.

Add a Tool

A tool is one endpoint the agent may call.

Open the connector and click Add tool.
Give it a Tool name — a stable key: letters, numbers, underscores and hyphens.
Write a Description the agent can act on, such as "Fetches a single order by its id, including line items and shipping status."
Define the path parameters, query parameters and request body it takes.
Click Create tool.

Tick Requires the customer's own token for a call that must run as the customer — Meta then injects their stored token using the connector's injection config.

Watch It Work

Each connector keeps a log panel over Last 24 hours, Last 3 days or Last 7 days, showing Success rate, Failures and Last seen. It is the first place to look when the agent starts saying it cannot find an order.

A tool's description is the whole of what the agent knows about it. A vague one gets called at the wrong moment; an overstated one gets called for data it cannot return.

  • Knowledge — for facts that do not change
  • Operate — exercise a tool with a test message
  • External API — RateUp's own API, in the other direction

UI Skills

Carousels, buttons, lists, location requests and Flows the agent can answer with instead of plain text.

Agent Settings

Rollout, who the agent may answer, human handoff and follow-up messages.

On this page

Add a ConnectorAuth typesAdd a ToolWatch It WorkRelated Pages