> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# hc1

> How to set up the hc1 connector, plus the actions that are available.

![hc1](https://stackone-logos.com/api/hc1/filled/svg)

Previewv0.1.0[See changelog](https://docs.stackone.com/connectors/hc1/changelog.md)

[19 actions](#actions) · 1 auth method

CRM

## Getting Started

**1. Create or Select a Project**

Set up a new project or select an existing one. See [Organizations & Projects](https://docs.stackone.com/gateway/concepts/organizations-and-projects.md).

**2. Configure the Connector**

Enable the connector and set up a Connector Profile in your project. See [Setup Connector Profile](https://docs.stackone.com/gateway/quickstart.md#setup-connector-profile).

> **[Connector Profile · Username and Password](https://docs.stackone.com/connectors/hc1/guides/connector-profile/username-and-password.md)**
>
> Signs in as an hc1 user and acts with that user's role. The user must not have multi-factor authentication turned on.

**3. Link an Account**

Link an account [from the dashboard](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md#link-from-the-dashboard) (or via [StackOne Hub](https://docs.stackone.com/embed/account-linking/overview)).

See the guide for the authentication type chosen in the Connector Profile:

> **[Link Account · Username and Password](https://docs.stackone.com/connectors/hc1/guides/link-account/username-and-password.md)**

**4. Use Actions**

Connect an AI platform to the linked account's actions. See [AI Platforms](https://docs.stackone.com/connect/ai-platforms/overview.md).

Other ways to call actions are listed in [Protocols & SDKs](https://docs.stackone.com/connect/protocols-and-sdks.md).

## Actions

19 actions

ActionDescription

Get Session`hc1_get_session`

Get the signed-in user, tenant, permissions and record type catalog.

Get My Account`hc1_get_my_account`

Get the signed-in user's account, roles and access.

List User Apps`hc1_list_user_apps`

List the hc1 applications the signed-in user can open.

Get Realm`hc1_get_realm`

Get the configuration of the connected hc1 realm (tenant).

List Dashboards`hc1_list_dashboards`

List the hc1 analytics dashboards the signed-in user can see.

List Cases`hc1_list_cases`

List cases (service issues) in hc1.

List Contacts`hc1_list_contacts`

List contacts (providers and staff) in hc1.

List Memos`hc1_list_memos`

List memos (notes) in hc1.

List Organizations`hc1_list_organizations`

List organizations (clinics and accounts) in hc1.

Get Organization`hc1_get_organization`

Get one organization by id with all of its fields.

Get Record`hc1_get_record`

Get any hc1 record by id and record type.

Search Records`hc1_search_records`

Search hc1 records of chosen types by text.

Get Record Type Metadata`hc1_get_record_type_metadata`

Get the fields and saved list views of an hc1 record type.

List View Records`hc1_list_view_records`

List the records in a saved hc1 list view.

List Tasks`hc1_list_tasks`

List tasks in hc1.

Get Tenant Settings`hc1_get_tenant_settings`

Get the hc1 tenant settings, subscription and disk usage.

List Active User Emails`hc1_list_active_user_emails`

List the email addresses of all active hc1 users.

List Announcements`hc1_list_announcements`

List current hc1 system announcements.

List Attachment Statuses`hc1_list_attachment_statuses`

List the review statuses an hc1 attachment can have.


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