llms.txt
# Tray.ai
> Tray.ai is the enterprise orchestration platform for data and AI. One platform to build AI agents, govern Model Context Protocol (MCP), integrate 700+ enterprise systems, and automate work — under one contract.
## Platform capabilities
- Agent Builder (https://tray.ai/platform/merlin-agent-builder) — No-code AI agent development with knowledge, tools, guardrails, and a composable agent hub.
- Agent Gateway for MCP (https://tray.ai/platform/agent-gateway) — Governed MCP (Model Context Protocol) for the enterprise: managed MCP Servers, 700+ connectors as tools, RBAC, observability.
- Intelligent Integration (https://tray.ai/platform/intelligent-ipaas) — Process automation, data integration, API management, and a library of 700+ connectors.
- iPaaS Governance (https://tray.ai/platform/governance-trust) — Observability, audit trails, SOC 1 & SOC 2 / HIPAA / GDPR compliance, 99.99%+ uptime.
- iPaaS Development (https://tray.ai/platform/ai-development) — Headless + low-code authoring with prompt management, model routing, and versioned, composable building blocks.
## Platform
- [Platform overview](https://tray.ai/platform/): Five pillars unified under one orchestration platform.
- [Merlin Agent Builder](https://tray.ai/platform/merlin-agent-builder/): No-code AI agent builder with knowledge, tools, and guardrails.
- [Agent Gateway](https://tray.ai/platform/agent-gateway/): Governed MCP for the enterprise — managed servers, audit, observability.
- [Intelligent Integration](https://tray.ai/platform/intelligent-ipaas/): Process automation, data integration, and API management across 700+ connectors.
- [Governance & Trust](https://tray.ai/platform/governance-trust/): RBAC, audit trails, SOC 1 & SOC 2 / HIPAA / GDPR compliance.
- [iPaaS Development](https://tray.ai/platform/ai-development/): Code or canvas — Tray Build for low-code, Tray Headless for code-first.
## Solutions
- [Solutions](https://tray.ai/solutions/): Browse by industry, use case, and role.
## How to build integrations and automations
Step by step guides, each covering one integration or one automation: the model behind it, copy-paste prompts for Claude Code or Codex with the Tray Headless plugin, the systems it connects to, and what it takes to run in production.
- [All guides](https://tray.ai/automate/): 117 guides across 10 functions.
- [How to build lead import and validation](https://tray.ai/automate/lead-import-and-validation/): Validate before you write, quarantine the bad rows instead of dropping them, dedupe against what is already there, and keep the source. The prompts that build it.
- [How to build lead routing that assigns in seconds](https://tray.ai/automate/lead-routing/): Match the lead to an account first, evaluate rules in a fixed order, catch what they miss, and time it from arrival. The Headless prompts that build it.
- [How to build lead-to-account matching](https://tray.ai/automate/lead-to-account-matching/): Domain first, then fuzzy name, then hierarchy, with a confidence score and a review queue for the ones that are close. The Headless prompts that build it.
- [How to build lead enrichment that does not stall the queue](https://tray.ai/automate/lead-enrichment/): Enrich on a budget and a timeout, cache by domain, fall back between providers, and never hold a lead waiting for a field. The Headless prompts that build it.
- [How to build lead deduplication and merge](https://tray.ai/automate/lead-dedupe-and-merge/): Detect on a scored rule set, survive the merge with field-level rules, keep the activity history, and never silently reassign an owner. The prompts that build it.
- [How to build a lead scoring sync](https://tray.ai/automate/lead-scoring-sync/): Keep fit and activity scores apart, write one score the CRM trusts, let old activity fade, and route the moment a lead crosses the line. The Headless prompts that build it.
- [How to build speed-to-lead alerts](https://tray.ai/automate/speed-to-lead-alerts/): Alert the rep with everything they need, start a clock on every lead, escalate before it goes cold, and reassign when nobody picks it up. The Headless prompts that build it.
- [How to build pipeline hygiene automation](https://tray.ai/automate/pipeline-hygiene-automation/): Detect the staleness that matters, nudge the owner rather than the report, escalate on the deals that count, and measure whether it worked. The prompts that build it.
- [How to build a CRM to marketing automation sync](https://tray.ai/automate/crm-to-marketing-automation-sync/): Decide field ownership before you build, sync deltas not everything, handle the person-versus-lead model gap, and break loops. The prompts that build it.
- [How to build a sales engagement to CRM sync](https://tray.ai/automate/sales-engagement-sync/): Log activity without flooding the timeline, suppress sequences on the accounts you must not touch, and keep one definition of engagement. The prompts that build it.
- [How to build a conversation intelligence to CRM sync](https://tray.ai/automate/conversation-intelligence-to-crm/): Write the few fields a rep will act on, keep every claim linked to its moment in the call, and never let a model set a close date. The prompts that build it.
- [How to build a quote-to-order integration](https://tray.ai/automate/quote-to-order/): Approved quote to signed contract to booked order, with the approval state carried through and amendments handled. The Headless prompts that build it.
- [How to build an order-to-cash integration](https://tray.ai/automate/order-to-cash/): Closed-won to sales order to invoice to cash applied, as a CRM to ERP integration. Retries that never create a second order, a reconciliation loop, and the Headless prompts that build it.
- [How to build a CPQ to ERP sync](https://tray.ai/automate/cpq-to-erp-sync/): Map the product catalogue as data, carry ramps and proration intact, keep both catalogues aligned, and fail loudly on an unmapped SKU. The prompts that build it.
- [How to build a billing to CRM sync](https://tray.ai/automate/billing-to-crm-sync/): Put invoice and payment state where the account team works, without letting the CRM become a second billing system. The Headless prompts that build it.
- [How to build subscription and entitlement provisioning](https://tray.ai/automate/subscription-and-entitlement-provisioning/): Turn a signed contract into working access on the day it starts, handle mid-term changes, and never let entitlement drift from what was sold. The prompts.
- [How to build partner deal registration](https://tray.ai/automate/partner-deal-registration/): Check submissions against pipeline in seconds, protect for a fixed window, expire visibly, and settle conflicts with a rule rather than an argument. The prompts.
- [How to build a territory and quota sync](https://tray.ai/automate/territory-and-quota-sync/): Apply a plan on its effective date, keep in-flight deals with their owner, and make coverage visible before anybody signs off. The prompts that build it.
- [How to build a commission data to payroll sync](https://tray.ai/automate/commission-data-to-payroll/): Qualify transactions against the plan, show the working line by line, hold disputes without holding the run, and reconcile before it pays. The prompts.
- [How to automate business rules and routing decisions](https://tray.ai/automate/business-rules-and-routing-decisions/): Hold the rules as a table the process owner edits, decide the clear cases automatically, let AI sort free text, and send the rest to a person. The prompts.
- [How to build deal desk approvals](https://tray.ai/automate/deal-desk-approvals/): Route each discount and non-standard term to the right approver, decide in Slack with the deal in view, lock the quote to what was approved, and keep the record. The prompts.
- [How to build a forecast snapshot sync](https://tray.ai/automate/forecast-snapshot-sync/): Freeze the pipeline and the forecast call every week, keep each snapshot untouched, compare the call with what closed, and show where deals slipped. The prompts.
- [How to build a closed-won to onboarding handoff](https://tray.ai/automate/closed-won-to-onboarding-handoff/): Carry what was promised, not only what was sold. Generate the plan from the deal, and start the clock at close. The Headless prompts that build it.
- [How to build employee onboarding provisioning](https://tray.ai/automate/employee-onboarding-provisioning/): Drive it from the HRIS, derive access from the role instead of a copied colleague, sequence around the start date, and prove it happened. The prompts that build it.
- [How to build employee offboarding deprovisioning](https://tray.ai/automate/employee-offboarding-deprovisioning/): Revoke on the leave date, cover every system instead of the ones you remember, transfer what they owned, and prove it. The Headless prompts that build it.
- [How to build a CRM to warehouse sync](https://tray.ai/automate/crm-to-warehouse-sync/): Capture history instead of current state, handle deletes and field changes, land raw then model, and prove the row counts. The Headless prompts that build it.
- [How to build purchase request approval](https://tray.ai/automate/purchase-request-approval/): Take requests where people already ask, check for an existing contract first, send each one to the reviewers it needs, and chase approvers before the request stalls. The prompts.
- [How to build a procure-to-pay integration](https://tray.ai/automate/procure-to-pay/): Requisition to PO to receipt to payment, with the approval matrix as data, three-way matching, and the budget checked before the commitment. The prompts.
- [How to build AP invoice processing](https://tray.ai/automate/ap-invoice-processing/): Take invoices from wherever they arrive, extract and verify instead of trust, match against the order, and never pay the same one twice. The prompts that build it.
- [How to build collections and dunning](https://tray.ai/automate/collections-and-dunning/): Escalate on the customer rather than the invoice, stop the moment they pay or dispute, and never dun an account somebody is negotiating with. The prompts.
- [How to build three-way matching](https://tray.ai/automate/three-way-match/): Compare the order, the receipt and the invoice line by line, with tolerances finance sets, holds that release themselves, and every mismatch sent to a person. The prompts.
- [How to build an expense and card feed sync](https://tray.ai/automate/expense-and-card-feed-sync/): Match card transactions to receipts, code from the merchant instead of the claimant, and chase the missing ones before month end. The prompts that build it.
- [How to build a vendor master sync](https://tray.ai/automate/vendor-master-sync/): Onboard a supplier once, verify bank details out of band, keep one record per legal entity, and make a change to payment details an event. The prompts.
- [How to build financial close automation](https://tray.ai/automate/financial-close-automation/): Model the dependencies instead of the checklist, pull the data before anybody asks, and show the critical path instead of a percentage. The prompts.
- [How to build bank reconciliation automation](https://tray.ai/automate/bank-reconciliation/): Match on rules that learn, keep the unmatched visible and ageing, and never write a plug. The Headless prompts that build it.
- [How to build a revenue recognition feed](https://tray.ai/automate/revenue-recognition-feed/): Carry performance obligations instead of invoice totals, keep the allocation reconstructable, and reconcile bookings to revenue every period. The prompts.
- [How to automate approval routing](https://tray.ai/automate/approval-routing/): Hold who approves what as data, send each approver the facts they need where they work, set a deadline that escalates, and keep the record. The prompts.
- [How to build support ticket routing](https://tray.ai/automate/support-ticket-routing/): Route on the skill needed and the account, not on who is free. Derive priority from contract and impact, and time the clock from the customer. The prompts.
- [How to build a product usage to CRM sync](https://tray.ai/automate/product-usage-to-crm/): Send the three signals that change a conversation, aggregated and labelled, without turning the CRM into an analytics tool. The Headless prompts that build it.
- [How to build customer health signals](https://tray.ai/automate/customer-health-signals/): Weight the signals that predict churn, keep the categories visible instead of one number, and back-test before anybody trusts it. The prompts that build it.
- [How to build an NPS and survey to CRM sync](https://tray.ai/automate/nps-and-survey-to-crm/): Attach responses to the account and the person, route detractors before they escalate, and stop surveying people you just surveyed. The prompts that build it.
- [How to build support intake from every channel](https://tray.ai/automate/support-channel-intake/): Turn email, chat, phone, web forms and shared Slack channels into one ticket per problem, matched to the right account, with nothing lost between them. The prompts.
- [How to build a support history to CRM sync](https://tray.ai/automate/support-history-to-crm/): Put a short, current summary of each account's support history on the CRM record, tied to the right account, with escalations sent to the owner. The Headless prompts that build it.
- [How to build SLA breach alerts](https://tray.ai/automate/sla-breach-alerts/): Warn the right person before a support SLA is missed, with the clock read from the customer's contract, paused only when it should be, and every near miss recorded. The prompts.
- [How to build support escalation to engineering](https://tray.ai/automate/escalation-to-engineering/): Send a confirmed bug to engineering once, with the evidence attached, link every ticket it affects, and tell each customer when the fix ships. The prompts.
- [How to build ticket to help article drafting](https://tray.ai/automate/ticket-to-help-article/): Find the questions customers keep asking that no help article answers, draft the article from the tickets that solved it, and publish only after a person reviews it. The prompts.
- [How to build access request and approval](https://tray.ai/automate/access-request-and-approval/): Route to the system owner, grant with an expiry by default, provision automatically, and produce the access review as a by-product. The prompts that build it.
- [How to build incident to resolution](https://tray.ai/automate/incident-to-resolution/): Declare fast, assemble the channel and the timeline automatically, keep customers informed on a cadence, and make the postmortem unavoidable. The prompts.
- [How to build security alert triage](https://tray.ai/automate/security-alert-triage/): Enrich before a human sees it, suppress the known-benign, escalate on asset value, and measure what you closed rather than what fired. The prompts.
- [How to build IT service desk fulfilment](https://tray.ai/automate/it-service-desk-fulfilment/): Catalogue the requests worth automating, fulfil the safe ones end to end, and route the rest with everything already gathered. The prompts that build it.
- [How to build SaaS licence reclamation](https://tray.ai/automate/saas-licence-reclamation/): Find the seats nobody uses, ask before you take, reclaim on a schedule, and put the saving where finance sees it. The Headless prompts that build it.
- [How to build vulnerability to ticket routing](https://tray.ai/automate/vulnerability-to-ticket/): Rank on exploitability and exposure rather than CVSS, group by fix instead of by finding, and route to whoever ships the patch. The prompts that build it.
- [How to build a device lifecycle sync](https://tray.ai/automate/device-lifecycle-sync/): Reconcile what management sees against what finance owns and what HR says, and make an unassigned device an exception instead of a row. The prompts.
- [How to automate request intake forms](https://tray.ai/automate/request-intake-forms/): Capture each request once with the fields the decision needs, check it against the systems that already know, and route it to an owner. The prompts.
- [How to build SaaS security log collection](https://tray.ai/automate/saas-security-log-collection/): Pull sign-in, admin and audit events from every SaaS app into the SIEM in one shape, watch each feed for silence, keep what investigations need. The prompts.
- [How to build IT ticket triage and routing](https://tray.ai/automate/ticket-triage-and-routing/): Classify each IT ticket by what it is about, attach who raised it and what they run, and route it to the team that fixes it first time. The prompts that build it.
- [How to build self-service password reset](https://tray.ai/automate/password-reset-self-service/): Let people reset a password or clear a lockout from Slack or Teams, with the identity check that makes it safe and a record IT can audit. The prompts that build it.
- [How to build phishing report triage](https://tray.ai/automate/phishing-report-triage/): Check every reported email, group copies of one campaign into one case, pull the rest from every inbox, and tell the reporter what happened. The prompts.
- [How to build compromised account response](https://tray.ai/automate/compromised-account-response/): Ask the user about a risky sign-in, revoke every session in every app on a confirmed takeover, and remove what the attacker left behind. The prompts.
- [How to build reverse ETL from the warehouse](https://tray.ai/automate/reverse-etl/): Push modelled data back into the tools people work in, syncing deltas, respecting field ownership, and never overwriting a human. The prompts that build it.
- [How to build a customer 360 and master data sync](https://tray.ai/automate/master-data-and-customer-360/): Pick a survivorship order per attribute, resolve identity on more than email, and publish a golden record every system can point at. The prompts.
- [How to build data quality monitoring](https://tray.ai/automate/data-quality-monitoring/): Test what breaks decisions, alert the owner rather than a channel, and say what depends on a failure. The Headless prompts that build it.
- [How to build schema change management](https://tray.ai/automate/schema-change-management/): Detect a source change before it breaks a model, resolve what depends on it, and tell the owner in time to act. The Headless prompts that build it.
- [How to build endpoint alert containment](https://tray.ai/automate/endpoint-alert-containment/): Decide which endpoint detections isolate a device on a rule and which need a person, contain the account, tell the user, and release cleanly. The prompts.
- [How to log and report on automated process runs](https://tray.ai/automate/process-run-reporting/): Record every run, decision and approver in one place, join the runs to the requests they served, and report cycle time and failures by stage. The prompts.
- [How to build bug bounty report triage](https://tray.ai/automate/bug-bounty-report-triage/): Check each researcher report for duplicates, size it on real impact, route it to the team that owns the code, and reply to the researcher on time. The prompts.
- [How to build a campaign attribution pipeline](https://tray.ai/automate/campaign-attribution-pipeline/): Stitch touches to accounts, publish more than one model, and reconcile spend against pipeline so the number survives a finance review. The prompts.
- [How to build an ad audience sync](https://tray.ai/automate/ad-audience-sync/): Build audiences from CRM state, suppress customers and open deals, hash before it leaves, and refresh often enough to matter. The prompts that build it.
- [How to build a webinar and event registration sync](https://tray.ai/automate/webinar-and-event-registration-sync/): Get registrations in before the event, split attended from registered, route the follow-up the same day, and attribute honestly. The prompts that build it.
- [How to build an HRI
