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Connectors setup guide

This is the hands-on companion to Connectors (the architecture reference) and the individual GUI pages under Administration panel → Integrations. It walks through building one connector end to end, using real screenshots and a real (sanitised) request/response captured while writing this guide.

Before you start

Two things must exist before you can even save a connector — the order below is enforced by the backend, not just a suggested reading order:

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API Connectors

Info
This is the conceptual / architecture reference. For the hands-on, step-by-step walkthrough with screenshots and a real sanitised request/response, see the Setup guide. For the admin-panel GUI reference (screenshots, field-by-field), see Connectors, Connector Secrets, Connector Allowlist, and Connector Enablement.

Pages in this section

  1. This page — the conceptual / architecture reference.
  2. Setup guide — the hands-on E2E walkthrough: rollout, allowlist, credentials, the guided builder, publish, execute, and audit.

A Connector is a governed, server-side definition for calling a third-party REST API and mapping its response into a typed shape a CYPEX application can render — an authenticated CYPEX user’s page can show a table backed by a live external API call, next to tables backed by CYPEX’s own PostgreSQL data.

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Connector Execution

Under Integrations → Connector Execution, the page heading is Connector Execution Rollout. It is a two-step kill switch for connector execution. Everything is off by default — connectors only run in an organization when platform-wide execution is on and that organization is included in the rollout:

Info
Enterprise licence required. Integrations is gated on an active enterprise licence. Without one the section does not appear in the admin sidebar, regardless of the signed-in user’s role.

Connector Execution Rollout

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Connector Allowlist

Under Integrations → Allowlist, the page heading is Connector Allowlist. It is the set of hosts outbound connectors are permitted to call. Connectors cannot reach any host that is not allowlisted — this is enforced at runtime, not just validated at save time:

Info
Enterprise licence required. Integrations is gated on an active enterprise licence. Without one the section does not appear in the admin sidebar, regardless of the signed-in user’s role.

Connector Allowlist

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Credentials

Under Integrations → Credentials, the page heading is Connector Credentials. Credentials are encrypted at rest and referenced by connectors by name — never inline. They are write-only: the plaintext value is never shown again after saving:

Info
Enterprise licence required. Integrations is gated on an active enterprise licence. Without one the section does not appear in the admin sidebar, regardless of the signed-in user’s role.

Connector Credentials

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Connectors

Under Integrations → Connectors, you build and manage governed REST connectors. A connector is authored as a draft, optionally dry-run against the live provider, then published as an immutable version — editing a published connector creates a new draft, and the live version stays unchanged until you publish again:

Info
Enterprise licence required. Integrations is gated on an active enterprise licence. Without one the section does not appear in the admin sidebar, regardless of the signed-in user’s role.

Connectors

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Connector Audit

Under Monitor & Audit → Connector Audit, this page is the execution history for outbound connectors — successes, failures, and policy blocks, newest first:

Connector Audit

Live executions (no tag) sit alongside Dry run executions from the builder's Fetch sample / Test response mapping. Both are the same audit trail, distinguished only by the Dry run tag.

Live executions (no tag) sit alongside Dry run executions from the builder's Fetch sample / Test response mapping. Both are the same audit trail, distinguished only by the Dry run tag.

Filters

  • Organization — scope to one tenant.
  • Connector — scope to one connector definition.
  • Action — one or more of EXECUTE_STARTED, EXECUTE_SUCCESS, EXECUTE_FAILED, EXECUTE_BLOCKED, EXECUTE_RETRIED, EXECUTE_TIMEOUT.
  • ExecutionAll, Live, or Dry run. Dry run covers both the builder’s Fetch sample step and Test response mapping; Live covers real POST /connectors/:id/execute calls.
  • Error category — filters to one of the categories in Connectors — explicit security boundaries: configuration, schema_validation, policy_block, secret_unavailable, provider_error, timeout, internal.
  • From / To — date range.

Row details

Each row shows Connector, Method | Operation, Organization, Action (Success/Blocked/etc., plus a Dry run tag when applicable), Error category, Status (HTTP code), Duration, and Time. Click the Details icon for the full record:

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