Add Needle to your AI agent
Needle provides retrieval-augmented generation (RAG) tools that enable semantic search across your data, facilitating the development of AI agents and applications.
- Things your agent can do in Needle
- 16
Things your AI can do in Needle
Your FormWise AI can handle any of these in Needle — on its own, without you needing to click a button.
Add files to a collection
PopularTool to add files to a collection by providing file URLs. Use when you need to add one or more files to an existing collection. URLs can be public or private (generated via the Files API).
Add Files to Local Connector
PopularTool to add files to a local connector by providing file metadata. Use when you need to add external files to a connector using their URLs.
Create Collection
PopularTool to create a new collection. Use after confirming the collection name.
Create Local Connector
PopularTool to create a local connector that monitors specified folders on a device. Use when setting up file indexing from a local machine into Needle collections.
Delete files from a collection
PopularTool to delete files from a specific collection by providing file IDs. Use after confirming valid file IDs to remove from the collection.
Delete files from local connector
PopularTool to delete files from a local connector by filename or file IDs. Use when you need to remove files from a connector's local storage.
Get Collection
PopularTool to retrieve details for a specific collection by its ID. Use when you need to get collection metadata including name, creation date, and search query count.
Get File Download URL
PopularTool to get a short-lived signed private download URL for a Needle file. Use when you need to retrieve file content but the public storage URL requires authentication. The returned URL should be used immediately as it expires quickly.
Get File Upload URL
PopularTool to get signed URLs for uploading local files to Needle. Use when you need to upload files to a collection. The upload URLs are valid for a short time, so upload files immediately after receiving the URLs. Multiple content types can be specified to generate multiple upload URLs in a single request.
List Collection Files
PopularTool to list all files within a specific collection by its ID. Returns file metadata (including file URLs) only — not document text content; fetch file URLs separately to access content. Use when you have a collection ID and need to retrieve its files. Supports pagination.
List Collections
PopularTool to list collections. Use after authenticating with your API key to page through collections. Similar collection names can exist; always verify the correct `collection_id` from results before performing subsequent operations.
List Connectors
PopularTool to list connectors. Use to retrieve all configured connectors in your account.
Show 4 more things it can do
Get collection stats
Tool to retrieve statistics for a specific collection by its ID. Use when you need document count, index size, and timestamps after confirming the collection exists. Zero document count is a valid response for empty collections, not an error.
Get local connector
Tool to retrieve details of a local connector by its ID. Use when you need information about a specific local connector's configuration, device details, and associated folders.
List Local Connectors
Tool to list local connectors. Use to retrieve all local connectors configured in your Needle account.
Search Collection
Tool to perform semantic search within a specific Needle collection and return ranked results with source references. Use when you need to retrieve relevant content from a known collection using natural language queries.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Needle is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Needle, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Needle for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Needle work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Needle to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Needle in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Needle.
- 3
Hit "Connect"
Click "Connect Needle" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Needle
Build a quick AI Agent (it's like writing instructions, not code), and pick the Needle actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Needle for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Needle workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Needle users had before signing up
Do I need to know how to code?
Not even a little. If you can use Needle today, you can set this up. You'll connect Needle, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Needle login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Needle or delete everything any time.
What happens when Needle updates their app?
We handle it. When Needle adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Needle takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Needle — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Needle on FormWise
Needle provides retrieval-augmented generation (RAG) tools that enable semantic search across your data, facilitating the development of AI agents and applications.
Connect Needle once and your FormWise AI gets 16 things it can do inside it. That means your AI can handle the Needle work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Needle? Take a look at needle.app.
More artificial intelligence integrations
DataRobot
DataRobot is a machine learning platform that automates model building, deployment, and monitoring, enabling organizations to derive predictive insights from large datasets
OpenWeb Ninja
OpenWeb Ninja provides native APIs for web search, AI answers, e-commerce, finance, jobs, maps, news, real estate, contact enrichment, traffic, and web scraping.
ElevenLabs
Create natural AI voices instantly in any language - perfect for video creators, developers, and businesses.
Griptape
Griptape is a comprehensive platform offering tools and frameworks for building, deploying, and scaling generative AI applications.
Hugging Face
Build, train and deploy state of the art models powered by the reference open source in machine learning.
OpenAI
Toolkit for OpenAI APIs: manage Assistants, Threads/Messages; upload/list/delete Files; list/retrieve Models (including vision/multimodal); and view fine-tune listings and events.
Stop doing the Needle work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.