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Overview

Phinite’s SendGrid predefined tool lets workspace assistants call SendGrid APIs through DevStudio after you save a connection under Integrations → Predefined tools. Send emails, manage contacts and lists, create single sends, retrieve templates, handle suppressions, and view stats via the SendGrid API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Key api_key (required)

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Setup steps

  1. Sign up at sendgrid.com → Settings → API Keys → Create API Key with appropriate permissions → copy key (shown once).
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select SendGrid
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose SendGridTools (or search for SendGrid)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 20 subtools for SendGrid:
  • Send Email: Send an email via SendGrid. Supports plain text, HTML, templates, categories, and scheduling.
  • Upsert Contacts: Add or update contacts in SendGrid Marketing Campaigns. Each contact needs at least an email. Can optionally assign to lists.
  • Get Contact: Retrieve a contact’s full details by their SendGrid contact ID.
  • Search Contacts: Search contacts using SGQL query language. Returns up to 50 contacts. Email addresses must be lowercase in the query.
  • Get Contact Count: Get the total number of contacts stored in your SendGrid account.
  • Delete Contacts: Delete one or more contacts by IDs, or all contacts.
  • Create List: Create a new SendGrid contact list.
  • Get All Lists: Retrieve all SendGrid contact lists.
  • Update List: Update the name of a SendGrid contact list.
  • Delete List: Delete a SendGrid contact list. Optionally delete associated contacts.
  • Create Single Send: Create a new Single Send (draft campaign). Must be scheduled separately to send.
  • Get All Single Sends: Retrieve all Single Sends with condensed details.
  • Schedule Single Send: Schedule a Single Send to be sent immediately (use now) or at a future ISO 8601 date-time.
  • Get Templates: Retrieve all transactional templates (paged).
  • Get Template: Retrieve a single transactional template by its ID.
  • Get Global Suppressions: Retrieve globally suppressed email addresses (unsubscribed from all).
  • Add Global Suppression: Add email addresses to the global suppression group (unsubscribe from all).
  • Get Verified Senders: Retrieve all verified sender identities for the account.
  • Get Email Stats: Retrieve global email statistics for a date range.
  • Validate Email: Validate an email address in real time. Returns verdict, score, and details. Requires Email Validation API key (Pro/Premier).

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Documentation & resources

  • Official documentation: https://docs.sendgrid.com/
  • Phinite documentation: Sendgrid

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials