What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Fetch client pipeline status, account details, or billing summary from SMB tools.
Example
"Check current deal stage and estimated value for lead ‘BlueTech Ltd’."
Memory Recall
Retrieve transaction summaries, invoice logs, and client status updates in SMB software systems.
Example
"Show payment log summaries and client balance adjustments in SMB."
Instant Reaction
Notify team if SMB payment fails to process.
Example
"Alert when invoice payment fails due to incorrect details."
Autonomous Routine
Track payment success rate and reconciliation status.
Example
"Send daily payment status summary."
Agent-Initiated Action
Retry failed transactions or flag for review.
Example
"Retry payment after updating billing info."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
QuickBooks
Track SMB invoices
Slack
Notify finance team of overdue invoices
Google Sheets
Log financial status
Try It with Your Agent
Example Prompt:
"Notify finance team when an SMB customer invoice is overdue and log in Sheets."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect SMB in Fastn UCL: Navigate to the Connectors section and select SMB to connect.
2
Authenticate via network credentials to enable file access over SMB protocol.
3
Enable actions like “read_file” and “write_file.”
4
Use the AI Agent: Ask “Retrieve Q3 report from shared drive” or “Save export to SMB folder.”
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
