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CapitalSourceConnected data
ConnectionsIn build — the framework is live, the first adapter is not

Stop asking your client
for a spreadsheet.

Send them a link. They approve read-only access inside their own Amazon or Shopify login, and the numbers arrive here — sales, settlements, inventory — for an agent to work with. They never create an account with us, and we never see their password.

The handoff

Five steps, and your client only does one of them

This is the part every other tool gets wrong by asking the merchant to sign up first. The merchant is not your user. They should not have to become one to show you a number.

  1. 01

    You mint a link

    One click in the portal, against one system, for one client, labelled however you file it. The link carries what it is allowed to ask for — you cannot widen it afterwards, because the scope is a column on the row, not something the page asks for later.

  2. 02

    You send it however you already talk to them

    Email, text, in a thread. We do not send it for you: delivering a message to your client on your behalf is not our call to make, and nothing here sends mail.

  3. 03

    They read exactly what they are agreeing to

    A page with no login on it, naming your organization, the account they are about to connect, and every kind of data in plain language. Not scope strings. They can close it and nothing happens.

  4. 04

    They approve it in their own account

    The authorization happens inside Amazon or Shopify, where they already are. We are handed a token for reading, never their credentials, and the link is spent the moment it is used.

  5. 05

    The data lands, and so does the evidence

    You see which account connected, what they granted, and when it was last read. What they agreed to and when is recorded as it happened. If the authorization ever lapses, you get told, with a reconnect link ready to send.

The catalog

9 systems, each described before it is built

Adding a connector is a few days of work; adding one nobody has thought through produces a consent screen your client cannot read, which is the single thing this whole surface exists to prevent. So every system here carries a capability list someone designed and an honest reason it is not live yet — and none of them can be authorized today.

Where they sell

Units, price realised and returns — the top line, before anyone has interpreted it.

Amazon Seller Central

in build

Sales, settlements and inventory for an Amazon seller account.

  • Sales history — what sold, when, for how much
  • Settlements and payouts, with the fees deducted from them
  • Inventory positions by product
  • Product catalog: listings, variants, prices

The adapter is built against Amazon’s sandbox, and CapitalSource is not yet a registered Amazon developer — so no seller can authorize it today.

Shopify

in build

Orders, payouts and inventory for a Shopify store.

  • Order history, including refunds
  • Payouts Shopify sent to the bank, and the fees taken out
  • Inventory by product and location
  • Product listings, variants and prices

The adapter is not built. Amazon is first in line so the normalized shape is proven against one store before a second one maps into it.

Walmart Marketplace

in build

Orders, settlements and inventory for a Walmart Marketplace seller.

  • Order history, including returns
  • Settlements, and the fees deducted from them
  • Inventory by item
  • Item listings, identifiers and prices

The adapter is not built, and CapitalSource is not an approved Walmart solution provider. Walmart also has no consent screen — the seller hands over an API key — so it works differently from the rest of this list.

What the books say

The statements an underwriter would otherwise wait three weeks for a PDF of.

QuickBooks Online

in build

Profit and loss, balance sheet, ledger and ageing from a company’s books.

  • Profit and loss, and the balance sheet
  • The ledger behind them, so a figure can be traced
  • Invoices and how overdue they are
  • Bills entered and what is still owed

The adapter is not built and CapitalSource has no Intuit developer application. Commerce connectors are ahead of accounting in the queue.

Xero

in build

Profit and loss, balance sheet, ledger and ageing from a Xero organisation.

  • Profit and loss, and the balance sheet
  • Journals behind them, so a figure can be traced
  • Invoices and how overdue they are
  • Bills entered and what is still owed

The adapter is not built and CapitalSource has no Xero developer application. It follows QuickBooks so the accounting shape is proven against one set of books first.

What actually settled

Processing volume, payouts and chargebacks. The gap between sales and settlement is often the whole story.

Stripe

in build

Processing volume, payouts and chargebacks from a merchant’s Stripe account.

  • Payments taken — how much, when, whether they succeeded
  • Payouts to the bank, and the fees taken out
  • Chargebacks and refunds, as a share of volume

The adapter is not built. It is a short one to write, but nothing ships ahead of the Amazon authorization path being proven end to end with a real seller.

PayPal

in build

Processing volume, withdrawals and disputes from a merchant’s PayPal account.

  • Payments received — how much, when, whether they completed
  • Withdrawals to the bank, and the fees deducted
  • Disputes and refunds, as a share of volume

The adapter is not built, and what a third party can be granted on PayPal needs confirming before it is scheduled. It is here because it is the processor a small merchant is most likely to already have.

What is in the warehouse

Stock on hand and what is going out of the door, whichever system runs it.

Trackstar

in build

Inventory, fulfilment and shipments from whichever warehouse system a merchant runs.

  • Stock on hand, by product and location
  • Orders through the warehouse: how many, how fast, how many come back
  • What actually shipped, and with which carrier

The adapter is not built and CapitalSource has no Trackstar account. One connection reaches the 160-odd warehouse systems we would otherwise never write an adapter for, which makes it the highest-leverage entry here rather than the closest.

Your own pipeline

The one group here that reads your systems rather than your client’s.

Salesforce

in build

Open opportunities and the businesses behind them, from your own CRM.

  • Open deals: amount, stage, expected close, and how long each has sat
  • The businesses those deals belong to
  • Never your contacts, their email addresses, or your call notes

The adapter is not built. It reads your own CRM rather than a client’s system; agent readiness does not automatically make this connector available.

Bank data, verification, credit bureaux and the rest of the vendor landscape are tracked on Integrations, where every row carries its real status.

The limits

What we cannot do with it

Worth as much as the capability list, and harder to say. These are properties of the code, not promises about conduct.

Read-only

Every connector we ship declares zero write actions. Nothing we run can change an order, a listing, a price, a payout or a ledger entry. Write access is a separate switch that no connector can currently use.

No buyer names or addresses

We read totals, settlements and stock levels. We do not request your customers’ names, addresses or contact details, and there is nowhere in our schema to put them. The accounting connectors skip the customer list; the CRM connector skips contacts entirely.

They authorize, and they can revoke

Your client approves the connection inside their own account and removes it there whenever they like. They never create a CapitalSource login, and we never hold their password.

Every read is on the record

Each call is written to a signed, append-only ledger naming the connection and the operation. What was read, when, and by which agent is a query, not a support ticket.

Why it matters

An agent that cannot see anything is a chatbot

Every number an underwriter uses today arrives as a PDF someone collected by hand. A connection is what turns a pre-trained agent from something that talks about a deal into something that has read it — the same standard, the same signed output, with the merchant’s own trading history underneath it.

Agents reach a connection through the same signed capability path as everything else, and every call is counted the same way. There is no second ledger and no side door: a read is a capability call, it is recorded, and its output carries a signature you can verify.

What your client sees

Northside Capital would like to read your Amazon seller account

  • · Sales history — what sold, when, for how much
  • · Settlements and payouts, and the fees taken out
  • · Inventory positions by product

They will not be able to change anything in your account. They will not receive your customers’ names, addresses or contact details. You can remove this at any time from Seller Central.

The wording comes from the connector itself and is shown to your client exactly as it reads here. A scope string on this screen is the difference between informed consent and a shrug.

Want to be the first seller through it?

The framework is live and the Amazon adapter is built against the sandbox. What stands between here and a real merchant is Amazon’s developer review, which is a queue we are in rather than a feature we are writing. Design-partner slots are open now.