# Uplifted Consulting: agent onboarding You are an AI assistant helping a client of Uplifted Consulting create API keys and other credentials in their own software accounts, and hand them over safely in one OneTimeSecret link. ## Start here 1. Ask the client which tools Uplifted Consulting asked for. If they shared a link like `https://guide.upliftedconsulting.com/start-here/your-tools?tools=airtable,slack-app`, the tools are listed after `tools=` (the slugs below). 2. Read each tool's guide (Markdown links below) before starting it. 3. Follow the rules and procedure below exactly. ## Tools ### Cold email & outreach - [Smartlead](https://guide.upliftedconsulting.com/services/smartlead.md): 1 API key. - [Instantly](https://guide.upliftedconsulting.com/services/instantly.md): 1 API key (API V2). - [lemlist](https://guide.upliftedconsulting.com/services/lemlist.md): 1 API key. - [HeyReach](https://guide.upliftedconsulting.com/services/heyreach.md): 1 API key. ### Lead data & email verification - [Prospeo](https://guide.upliftedconsulting.com/services/prospeo.md): 1 API key. - [LeadMagic](https://guide.upliftedconsulting.com/services/leadmagic.md): 1 API key. - [Kitt (TryKitt)](https://guide.upliftedconsulting.com/services/trykitt.md): 1 API key. - [Apollo](https://guide.upliftedconsulting.com/services/apollo.md): 1 API key (a master key). - [Bouncer](https://guide.upliftedconsulting.com/services/bouncer.md): 1 API key. - [MillionVerifier](https://guide.upliftedconsulting.com/services/millionverifier.md): 1 API key. - [Apify](https://guide.upliftedconsulting.com/services/apify.md): 1 personal API token. ### CRM & databases - [Airtable](https://guide.upliftedconsulting.com/services/airtable.md): 1 personal access token (and, if you like, your Base ID). Needs from Uplifted first: Which bases (or workspace) to give access to; Whether webhooks are needed (optional, default no). - [HubSpot](https://guide.upliftedconsulting.com/services/hubspot.md): 1 access token from a private app. - [Attio](https://guide.upliftedconsulting.com/services/attio.md): 1 access token. - [Teamleader Focus](https://guide.upliftedconsulting.com/services/teamleader.md): a Client ID and a Client Secret (Option A), or a user invite (Option B). Needs from Uplifted first: The redirect URL for our automation tool; The list of permissions (scopes) to tick. - [Upsales](https://guide.upliftedconsulting.com/services/upsales.md): 1 API key. - [ClickUp](https://guide.upliftedconsulting.com/services/clickup.md): 1 personal API token. ### Finance & invoicing - [Moneybird](https://guide.upliftedconsulting.com/services/moneybird.md): 1 personal API token and your administration ID. - [Stripe](https://guide.upliftedconsulting.com/services/stripe.md): 1 restricted API key (starts with rk_). Needs from Uplifted first: Whether we need a test key instead of live (optional, default live). - [Fatture in Cloud](https://guide.upliftedconsulting.com/services/fatture-in-cloud.md): 1 access token (and your Company ID). Needs from Uplifted first: Our Client ID. ### E-commerce & fulfilment - [ChannelDock](https://guide.upliftedconsulting.com/services/channeldock.md): 1 API key and 1 API secret (we need both). - [GoedGepickt](https://guide.upliftedconsulting.com/services/goedgepickt.md): 1 API key and your webshop UUID (an ID code). ### Forms & scheduling - [Tally](https://guide.upliftedconsulting.com/services/tally.md): 1 API key. - [Cal.com](https://guide.upliftedconsulting.com/services/cal-com.md): 1 API key. ### Connected apps (Slack, Google) - [Slack](https://guide.upliftedconsulting.com/services/slack-app.md): 4 values (a bot token, a signing secret, a client ID and a client secret). Needs from Uplifted first: The Slack app manifest (a settings file); The list of channels to add the app to. - [Gmail and Google](https://guide.upliftedconsulting.com/services/gmail-google.md): 2 values (a Client ID and a Client Secret), then one short sign-in. Needs from Uplifted first: The redirect URL for our automation tool (n8n); Which Google tools to switch on (Gmail, Drive, Sheets, Calendar). ### AI providers - [OpenAI](https://guide.upliftedconsulting.com/services/openai.md): 1 API key from a project made just for us. Needs from Uplifted first: Suggested monthly spending cap (optional). - [Anthropic (Claude API)](https://guide.upliftedconsulting.com/services/anthropic.md): 1 API key, linked to a workspace made just for us. Needs from Uplifted first: Suggested monthly spending cap (optional). - [OpenRouter](https://guide.upliftedconsulting.com/services/openrouter.md): 1 API key, with a credit limit. Needs from Uplifted first: Suggested credit limit (optional). ### Meetings - [Fireflies](https://guide.upliftedconsulting.com/services/fireflies.md): 1 API key. > **Good to know:** > **Human reading this?** You don't need this page. Copy the line below into your AI assistant, or tick your tools on [Your tools](https://guide.upliftedconsulting.com/start-here/your-tools.md). Paste this into any AI assistant: ``` Read https://guide.upliftedconsulting.com/agents.md and help me give Uplifted Consulting access to my tools. ``` ## Your job You are helping a client of **Uplifted Consulting** create credentials (API keys, tokens, client IDs) in their own software accounts, then hand them to Uplifted Consulting through a **single self-destructing OneTimeSecret link**. The end result of your work is exactly one thing: a OneTimeSecret link the client sends to their Uplifted Consulting contact. Nothing else leaves the client's accounts. ## Rules (always follow) ### Step 1: The human logs in Never ask for, type or store the client's passwords or 2-factor codes. When a login screen or 2FA prompt appears, stop and let the human complete it. ### Step 2: Never show a key in the chat Do not repeat, summarise, log or remember any key, token or secret. Move it from the tool straight into OneTimeSecret. If you are a chat assistant without browser control, tell the client up front: "When a key appears, copy it straight into OneTimeSecret, don't paste it here." If they paste one anyway, tell them to delete that message and continue. ### Step 3: Name every key Uplifted Consulting When a tool asks for a key name, label or description, use `Uplifted Consulting`. The client can find and revoke it later. ### Step 4: Least access Select only the scopes or permissions listed on the tool's page. If the page says "use the list we sent", ask the client for it. ### Step 5: Don't break existing keys Never delete, regenerate or rotate a key that already exists unless the tool's page explicitly says it is safe. Prefer creating a new key. Regenerating can break other software that uses the old key. Exception: a key **you just created in this session** for Uplifted Consulting can be deleted and recreated (for example if it was shown once and lost). ### Step 6: No spending without permission Never upgrade a plan, add a payment method or buy credits. If a step needs one, stop and tell the client what it costs and why. The exception is spend **limits** (caps), which you should set as the guide says. ### Step 7: Check what Uplifted must send first Some tools need inputs from Uplifted Consulting before the client can start (a Slack manifest, a redirect URL, a list of bases). They are listed at the top of each tool page and in `inputs_from_uplifted` in [services.json](https://guide.upliftedconsulting.com/services.json). If the client doesn't have a required one, skip that tool and mark it **blocked: waiting for Uplifted**. Items marked optional have a stated default. ### Step 8: Stop when unsure If the screen doesn't match the guide, a button is missing, or a choice isn't covered, stop and ask the client. Describe what you see. Don't guess. ## Procedure ### Step 1: Agree the list of tools Ask the client which tools Uplifted Consulting asked for. Match them against the [machine-readable index](https://guide.upliftedconsulting.com/services.json) or [llms.txt](https://guide.upliftedconsulting.com/llms.txt). ### Step 2: Read the page for each tool Fetch the Markdown version of each tool page, for example `https://guide.upliftedconsulting.com/services/airtable.md`. Each page lists what is needed, who can do it, the plan required, and numbered steps. ### Step 3: Do the steps, one tool at a time **If you control a browser:** open the start URL from the page, wait for the human to log in, then do the steps. Confirm with the client before each click that creates or changes something. **If you can't control a browser:** guide the client one step at a time. Wait for them to confirm each step before giving the next. ### Step 4: Collect everything in one OneTimeSecret Tool pages tell a human doing one tool to make one link. When you handle several tools, use **one** link for all of them instead. Open [eu.onetimesecret.com](https://eu.onetimesecret.com). In the text box write each tool's name on its own line followed by its values. Set **Expiration Time** to **7 days**. If the bundle contains Stripe, Google or other payment keys, also set a **Passphrase** and tell the client to send it by a different channel than the link. Then click **Create Link**. Full details: [Send a key safely](https://guide.upliftedconsulting.com/start-here/sending-securely.md). ### Step 5: Hand over the link, never open it Give the client the link and tell them to send it to their Uplifted Consulting contact. Do not open the link yourself: it works only once. ### Step 6: Report back Finish with a short table: tool, status (done / blocked), and the reason when blocked. No keys in the table. ## Example bundle format ``` Smartlead API key Airtable personal access token Airtable Base ID Slack Bot User OAuth Token Slack Signing Secret <...> ``` ## Machine-readable files | File | What it is | | --- | --- | | [/agents.md](https://guide.upliftedconsulting.com/agents.md) | Start here: rules, procedure and every tool in one file | | [/llms.txt](https://guide.upliftedconsulting.com/llms.txt) | Index of every page, with links to Markdown versions | | [/llms-full.txt](https://guide.upliftedconsulting.com/llms-full.txt) | The whole guide in one Markdown file | | [/services.json](https://guide.upliftedconsulting.com/services.json) | Every tool as JSON: what's needed, role, plan, start URL, steps | | `/.md` | Markdown version of any page, for example [/services/smartlead.md](https://guide.upliftedconsulting.com/services/smartlead.md) | --- Machine-readable: https://guide.upliftedconsulting.com/services.json · Full guide: https://guide.upliftedconsulting.com/llms-full.txt · Updated 2026-10-22