Add files to a collection
Tool to add files to a collection by providing file URLs. Use when you need to add one or more files to an existing collection. URLs can be public or private (generated via the Files API).
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Integrate Needle
with your AI CRM
Needle provides retrieval-augmented generation (RAG) tools that enable semantic search across your data, facilitating the development of AI agents and applications.
Explore Triggers and Actions
Add Files to Local Connector
Tool to add files to a local connector by providing file metadata. Use when you need to add external files to a connector using their URLs.
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Create Collection
Tool to create a new collection. Use after confirming the collection name.
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Create Local Connector
Tool to create a local connector that monitors specified folders on a device. Use when setting up file indexing from a local machine into Needle collections.
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Delete files from a collection
Tool to delete files from a specific collection by providing file IDs. Use after confirming valid file IDs to remove from the collection.
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Delete files from local connector
Tool to delete files from a local connector by filename or file IDs. Use when you need to remove files from a connector's local storage.
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Get Collection
Tool to retrieve details for a specific collection by its ID. Use when you need to get collection metadata including name, creation date, and search query count.
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Get collection stats
Tool to retrieve statistics for a specific collection by its ID. Use when you need document count, index size, and timestamps after confirming the collection exists. Zero document count is a valid response for empty collections, not an error.
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Get File Download URL
Tool to get a short-lived signed private download URL for a Needle file. Use when you need to retrieve file content but the public storage URL requires authentication. The returned URL should be used immediately as it expires quickly.
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Get File Upload URL
Tool to get signed URLs for uploading local files to Needle. Use when you need to upload files to a collection. The upload URLs are valid for a short time, so upload files immediately after receiving the URLs. Multiple content types can be specified to generate multiple upload URLs in a single request.
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Get local connector
Tool to retrieve details of a local connector by its ID. Use when you need information about a specific local connector's configuration, device details, and associated folders.
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List Collection Files
Tool to list all files within a specific collection by its ID. Returns file metadata (including file URLs) only — not document text content; fetch file URLs separately to access content. Use when you have a collection ID and need to retrieve its files. Supports pagination.
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List Collections
Tool to list collections. Use after authenticating with your API key to page through collections. Similar collection names can exist; always verify the correct `collection_id` from results before performing subsequent operations.
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List Connectors
Tool to list connectors. Use to retrieve all configured connectors in your account.
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List Local Connectors
Tool to list local connectors. Use to retrieve all local connectors configured in your Needle account.
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Search Collection
Tool to perform semantic search within a specific Needle collection and return ranked results with source references. Use when you need to retrieve relevant content from a known collection using natural language queries.
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How the Needle integration works
The Needle integration connects your Dench AI CRM directly to Needle, so agents can read and act on your Needle data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
16 actions are available for agents to invoke on your behalf. Every call runs through Needle's own authorization, scoped to the account you connect.
Set up Needle in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Needle and click Connect — you'll authorize access through Needle's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Needle in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Needle integration work with Dench?
The Dench Needle integration connects your AI CRM to Needle, so AI agents can work with your Needle data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Needle via Dench?
The Needle integration currently exposes 16 actions, including Add files to a collection, Add Files to Local Connector, Create Collection, Create Local Connector, Delete files from a collection, and Delete files from local connector. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Needle to Dench?
No. You connect Needle from your Dench workspace using Needle's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Needle integration secure?
Connections are authorized through Needle's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Needle connection from your workspace settings at any time.