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What Sloose does
Getting started
Your first import
The Sloose tab in Zoho CRM
Running an import
Choose your data
Map fields
Formulas
Value maps
Rows inside a record
Quotes, orders and invoices
Notes on records
Files on records
Validate
Run the import
Results and history
Templates
Save and reuse a template
Share with your org
Schedules
Configuration
Discovery
Curating modules
Field annotations
People and roles
Helper libraries
Configuration as code
API tokens
AI and agents
What the AI does
Your data and the model
Connect an agent (MCP)
Plans and billing
Plans and limits
AI credits
Reference
Registry document
Expressions
Helper manifest
Error codes
Authentication
TypeScript client
API reference
Overview
Service
Overview
Let crawlers ask, and tell them there is nothing to index
Liveness, contract version and commit
Validate a registry document
The app reports that a page stopped
Auth
Overview
Your account
Change your name
End one of your sessions
Send diagnostics with your support requests, or not
Sign out everywhere else
The apps you have allowed
Revoke an app you allowed
Delete your account
Your second factor
Start enrolling an authenticator app
Verify the first code, which turns enrolment on
Pass the second factor for this session
Turn the authenticator app off
Begin Login with Zoho
Zoho’s redirect target
What a waiting grant could be for
Say which organisation a grant was for
Where a sign-in ends
Trade a Zoho sign-in’s hand-off for its cookie
Refresh a session
End a staff member’s read-only view
Who this bearer is
Who is signed in, and their organisations
Set this session’s cookie on the host asked through
Switch the session to another organisation
Which organisation the CRM around this tab belongs to
What connecting would end
Connect the organisation for server-side work
The apps allowed into this organisation
Revoke an app’s access
Orgs
Overview
Create an organisation
Whether members may send support diagnostics
Let members send support diagnostics, or block them
What a file may be here, and what the plan stores
Restrict how large one uploaded file may be
Close this organisation
Leave an organisation
A ticket for this organisation’s live socket
This organisation’s live socket
Members
Overview
List the organisation’s members
Remove a member
Change a member’s role
Invitations
Overview
Invitations waiting for you
Accept an invitation waiting for you
List the organisation’s invitations
Invite somebody
Revoke an invitation
What an invitation is for
Accept an invitation
Access requests
Overview
Your requests to join
Ask an organisation holding this CRM to invite you
The requests to join waiting for an answer
A request to join, for an administrator
Approve a request to join
Connectors
Overview
The organisation’s connectors
Disconnect
Rename, or unlist
The CRM’s API credits, as far as they are known
Ask the CRM about its API credits, then say what is known
Whether the CRM will look records up for this connection
Search a module by criteria (retired)
Search a module by free text (retired)
Find the records a field holds a value in
The field a module’s records are named by
List a module’s records
Update up to ten records in one call
Create a record
Read up to a hundred records by id
Read which layout up to a hundred parent records are in
One record
Update a record
Take the record a create nobody answered made
Create up to ten records in one call
Add items (notes, attachments) to records the run has saved, up to ten in one call
Whether an item nobody answered was added to the record
Replace the rows of up to ten parents’ subform in one call
API tokens
Overview
List API tokens
Mint an API token
Revoke an API token
Configuration
Overview
Configuration overview
The resolved configuration the widget loads
Get the registry document
Apply a registry document
List modules and their curation
Set which modules are enabled, and in what order
Remove a module gone from the CRM
Curate one module
Remove every module gone from the CRM
List a module’s fields
Change several fields’ annotations
Replace a module’s field annotations
Annotate one field
Teach a field one more column name
Take one column name back from a field
Get organisation settings
Change organisation settings
Get a connection’s write policy
Change a connection’s write policy
Apply a configuration bundle
Check a configuration bundle without applying it
What has been changed in this organisation’s settings
Discovery
Overview
Run discovery now
Latest snapshot and diff
Discovery history
Read one module’s fields again
Imports
Overview
List imports
Start an import
Get an import
Delete an import
Change an import
An import’s runs
Add sources from a file
Get a source’s file
Replace a source’s file
Remove a source
Change a source
Get a source’s cleaning
Save a source’s cleaning
Get a source’s work
Save a source’s work
The import’s files
Reserve an upload
Ask for the URL of one part
Finish an upload
Sign a single upload again
Give up an upload
A file’s facts
Remove a file
Download a file
Development only: upload a file or a part
What you keep of an import
Record parts you opened
Say where you left an import
An import’s AI conversations
Keep a run’s claim on its import
Report the rows a run failed or passed over
Whether a run still describes its import
What a run wrote, record by record
What a retry inherits from the runs before it
A run’s rows with their results
Save, update, detach, take the latest, choose another, or drop the template
A ticket for this import’s live socket
This import’s live socket
Templates
Overview
List templates
Create a template
Rank templates for a file
Get a template
Update a template
Delete a template
Change a template’s visibility
A template’s run history
A template’s versions
One version of a template
Schedules
Overview
List a template’s schedules
Add a schedule
Delete a schedule
Change a schedule
Runs
Overview
List import runs
Stop a run the server holds
Helper libraries
Overview
List helper libraries
Get one helper library
Publish a helper library
Delete a helper library
A library’s versions
What publishing a version, or removing the library, would do
One version of a library
Make an older version current again
Who publishes a library: its repository, or its page
Try a function of a library before publishing it
Entitlements
Overview
What this organisation may do
Usage and balance for the current period
Authorise a run before writing anything
Close an authorised run, and record how it went
Billing
Overview
Start a Stripe Checkout session
What a Checkout came to
Open the Stripe Customer Portal
What a change of plan would do, and cost
Change plan
Take back a change waiting at the renewal
Start the plan chosen during the trial now
Move a suspended organisation to Free
The billing page in one call
The catalogue this organisation can move to
Ask to pay by invoice
Top up in one click when you run low
Turn row overage on or off
Start the trial
Acknowledge a billing notice
The organisation’s standing: one banner, and the trial
Stripe webhook
AI
Overview
Propose a mapping for a file
Propose how existing records are recognised
Propose value maps for picklists and lookups
Generate a file, or say how to reshape one
Write or fix one expression
Write a helper function for the organisation’s library
Propose descriptions, formats, examples, cases and rules for a module’s fields, and which to exclude from AI
Explain validation problems, and propose fixes
Chat about the import (server-sent events)
AI usage by feature
MCP
Overview
Remote MCP endpoint (Streamable HTTP)
Backoffice
Overview
Mail this deployment tried to send (development only)
Who is staff
Make somebody staff
Make a person staff, by id
Take the staff role away
Every organisation
One organisation, as staff see it
Erase a closed organisation, for good
One organisation’s runs
Sign somebody out everywhere
Ban somebody
Lift a ban
Take every second factor off somebody
Delete somebody’s account
Close an organisation
Reopen a closed organisation
See an organisation as one of its members
What staff did
Resolve an organisation’s entitlements
List an organisation’s entitlement overrides
Grant an entitlement override
Revoke an entitlement override
Grant AI credits
Recent ledger entries
Invalidate the cached entitlements
Send a test email
Fail on purpose
Seed the plan catalogue
List plan versions and credit packs
Attach Stripe ids to a plan version
Attach Stripe ids to a credit pack
Recent Stripe webhook events
Start an organisation’s trial
Bill an organisation by invoice
An organisation’s invoices waiting for a transfer
Mark an invoice paid: received by bank transfer
Every open request to pay by invoice
An organisation’s requests to pay by invoice
Decline a request to pay by invoice
AI cost against credits settled
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Docs
API reference
Runs API
Runs API
Runs
Section titled “Runs”
Import history.
Operations
Section titled “Operations”
GET
/orgs/{org}/runs
POST
/orgs/{org}/server-runs/{run}/stop
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