Tidely

Other

Connect it

In Keystile Automations → Connections → New connection, choose Tidely and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Tidely: create a plan (Create a new financial plan in Tidely).

What it can do (3 actions)

Action	What it does	Changes data
Create a Plan	Create a new financial plan in Tidely
Custom API Call	Make a custom API call to a specific endpoint	Yes
Import Invoice	Create, update, or delete an invoice in Tidely

How Keystile protects it

Every Tidely action is checked before it runs, whether it comes from an AI tool or a workflow. 1 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Tidely records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Tidely with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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