CRM & Sales · Integration
Configure One
Add Configure One to your product for your customers, and give your AI agents governed access to it.
Embed a Configure One integration so your customers can generate product configurations and quotes from inside your product, with governed agent access to the same records. Every deployment carries its own product rules and pricing, so mapping is configuration per customer rather than code.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers create and read configurations and quotes from your product.
Read pricing and product rules per customer so quotes reflect their own catalogue.
Read quote status so approval progress is visible where sellers work.
Trigger your product when a quote is approved or a configuration changes.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads a quote's line items before answering a pricing question.
An agent drafts a configuration within governed permissions.
An agent reacts to a quote approval and triggers downstream provisioning.
Example prompt
List quotes awaiting approval for more than five days and the configuration value of each.
Set up Configure One in 4 steps
- 01Open the Configure One connector from your fastn dashboard.
- 02Have each customer authenticate their Configure One instance.
- 03Map the product, configuration, and quote fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the Configure One integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Configure One integration without building it. Your customers connect their own Configure One account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Configure One update is not your on-call problem.
- One integration serves your product and your agents. The same governed Configure One connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
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Configure One integration FAQ
How do I add a Configure One integration to my product?
Enable the Configure One connector in your fastn dashboard, then let each customer authenticate their own Configure One account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Configure One client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Configure One account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Configure One account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Configure One integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads a quote's line items before answering a pricing question.
Who maintains the Configure One integration?
fastn does. When Configure One changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Configure One integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Configure One schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Configure One, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Configure One do not drift apart.
What can I build with the Configure One integration?
A common starting point: create and read configurations and quotes from your product. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Configure One integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Configure One does not change your per-connector cost. You can start free with 3 connected accounts.
Add Configure One to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.