Dext - Stackone

Getting Started

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · API Key

Uses a Data Health & Insights API token created in Dext Practice settings. The token returns only the clients its creati…

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Actions

3 actions

Action

Description

List Clients

List all practice clients the API token can access, with health score and alert level.

Get Client

Get a practice client’s details, including health score, VAT details, debtor metrics and bank reconciliation counts.

Get Client Activity Stats

Get a client’s rolling annual, monthly-average and quarterly-average turnover and transaction counts.