Quickstart
Get started with Anchord in minutes — whether you're a developer wiring up an agent or a human exploring the console.
needs_review handling in one page.
This guide covers the full platform including console setup, integrations, and merge.
End-to-end flow
- Sign up → creates your org, admin user, Free plan
- Save API key → shown once at signup
- Verify access →
GET /api/ping - Register sources (optional) →
POST /api/v1/sources - Ingest records →
POST /api/v1/ingest/batch - Resolve →
POST /api/v1/resolve/companyor/person - Guard / write →
POST /api/v1/guard/write - Connect integrations (optional) → Salesforce / HubSpot / Stripe via console
1. Sign up
Visit the signup page and create your account. Anchord will create your tenant, admin user, assign the Free plan, and generate your first API key.
Save your API key immediately. It is hashed and can never be retrieved again. You can create additional keys later in Settings → API Keys.
2. Verify API access
curl -s https://api.anchord.ai/api/ping \
-H "Authorization: Bearer <your-key>"
Expected: {"status":"ok","tenant_id":"...","request_id":"..."}
3. Register sources (optional)
Built-in sources for hubspot and stripe are
created automatically. Register custom sources for other systems:
curl -s -X POST https://api.anchord.ai/api/v1/sources \
-H "Authorization: Bearer <your-key>" \
-H "Content-Type: application/json" \
-d '{"key": "salesforce", "display_name": "Salesforce CRM"}' 4. Ingest records
curl -s -X POST https://api.anchord.ai/api/v1/ingest/batch \
-H "Authorization: Bearer <your-key>" \
-H "Content-Type: application/json" \
-d '{
"records": [{
"system": "salesforce",
"object_type": "company",
"object_id": "001abc",
"payload": {"name": "Acme Corp", "domain": "acme.com"}
}]
}' Batch supports up to 100 records per call.
5. Resolve identities
Match records to canonical AnchorID entities:
curl -s -X POST https://api.anchord.ai/api/v1/resolve/company \
-H "Authorization: Bearer <your-key>" \
-H "Content-Type: application/json" \
-d '{
"domain": "acme.com",
"name": "Acme Corp"
}'
Also available: /api/v1/resolve/person, and batch variants
:batch for both.
6. Guard / write evaluation
Before writing to an external system, evaluate the write:
curl -s -X POST https://api.anchord.ai/api/v1/guard/write \
-H "Authorization: Bearer <your-key>" \
-H "Content-Type: application/json" \
-d '{
"entity_id": "<anchor-id>"
}'
Returns allowed or blocked
with block codes when blocked. Batch variant at /api/v1/guard/write:batch.
7. Connect integrations
For Salesforce, HubSpot, and Stripe, log in to the Anchord Console, navigate to Integrations, and click Connect. Complete the OAuth flow and use Sync now to pull data.
Salesforce quickstart: Choose your environment (Production, Sandbox, or Custom domain), authorize with read-only scopes, then click Sync now. Anchord pulls Accounts and Contacts via SOQL, detects Person Accounts automatically, and runs nightly syncs at 02:30 UTC.
Alternatively, push Salesforce data directly via the ingest API without needing OAuth — see the Integrations Guide.
8. Merge duplicates
# Dry run — preview without writing
curl -s -X POST https://api.anchord.ai/api/v1/entities/<id_a>/merge \
-H "Authorization: Bearer <your-key>" \
-H "Content-Type: application/json" \
-d '{"other_entity_id": "<id_b>", "reason": "duplicate", "dry_run": true}' You can also review and merge from the Duplicates Queue in the console.
Console overview
| Page | What it does |
|---|---|
| Integrations | Connect Salesforce/HubSpot/Stripe, trigger syncs |
| Sync Runs | View sync history and troubleshoot |
| Data Explorer | Browse entities and source records |
| Sources | Manage data sources |
| Duplicates | Review and merge duplicates |
| Needs Review | Resolve ambiguous matches |
| Settings | Org info, plan, entitlements, API keys |
| Billing | Subscription and Stripe portal |