BAFI insurance CRM integration for clients, policies, claims, contacts, and CRM files
The BAFI (באפי) integration connects your agents to the BAFI insurance CRM, letting them look up clients and their insurance policies, claims, linked contacts, and CRM files, create or update client records, and upload files.
You need:
- Client ID and Client Secret — BAFI partner API credentials. Contact BAFI to provision a partner API account for your agency. Fruxon exchanges these for a short-lived access token automatically (OAuth 2.0 client-credentials grant) — you never handle tokens yourself.
- Open Integrations from the sidebar
- Select BAFI CRM from the catalog
- Click Add Integration Config
- Give the config a display name (e.g., "BAFI CRM")
- Enter your Client ID and Client Secret
- Click Test to verify the credentials, then save the config
- Open your agent in Agent Studio and select an Agent Step
- Under Attached Integration Configurations, click Attach configuration and choose your BAFI config
- Attach BAFI tools from the tools panel
- Tools are referenced as
bafi.search_clients, bafi.list_client_policies, etc.
| Tool | Description | Action Type |
|---|
search_clients | Search clients by free text or by name, ID card number, email, or phone | ReadOnly |
get_client | Get a client's core record by ID | ReadOnly |
get_client_extended | Get extended client details | ReadOnly |
get_client_unified | Get a unified view of the client, policies, and CRM data | ReadOnly |
list_linked_clients | List clients linked to a client | ReadOnly |
list_contact_persons | List a client's contact persons | ReadOnly |
create_client | Create a new client record | Reversible |
update_client | Update an existing client record | Reversible |
| Tool | Description | Action Type |
|---|
list_client_policies | List a client's insurance policies | ReadOnly |
get_policy | Get a single policy by ID | ReadOnly |
get_policy_details | Get the full details of a policy | ReadOnly |
| Tool | Description | Action Type |
|---|
list_client_claims | List a client's insurance claims | ReadOnly |
get_claim | Get a single claim by ID | ReadOnly |
search_claims | Search claims across clients | ReadOnly |
| Tool | Description | Action Type |
|---|
list_client_files | List the CRM files attached to a client | ReadOnly |
list_client_file_folders | List the folders organizing a client's files | ReadOnly |
get_file_content | Retrieve the content of a client's CRM file | ReadOnly |
upload_file | Upload a file and attach it to a client | Reversible |
| Tool | Description | Action Type |
|---|
search_agents | Search the agency's insurance agents | ReadOnly |
