Persona Block

The Persona block connects your workflows to the Persona identity verification platform, letting you list inquiries, retrieve a single inquiry, and fetch an account via the Persona API. Reach for it when a workflow needs to inspect KYC/AML verification outcomes, look up a specific inquiry by ID, or pull account-level identity data programmatically.

Overview

When to Use

• Fetch a paginated list of identity verification inquiries, optionally filtered by status (e.g. completed, pending, failed).
• Retrieve full details for a single inquiry by its inq_... ID — useful after a webhook fires to confirm the outcome.
• Look up a Persona account by its act_... ID to get consolidated identity data tied to a user.
• Feed inquiry or account data into downstream blocks (e.g. an Agent or Condition block) for automated KYC decision flows.
• Surface identity verification status inside a response block or notification after a user completes onboarding.

Configuration

Operation

Dropdown that selects the Persona API action to perform. Required. Default: List inquiries.

Status

Visible only when Operation is List inquiries.

A short text field to filter inquiries by status. Optional. Example values: completed, pending, failed. Maps to the Persona API filter[status] query parameter.

Limit

Visible only when Operation is List inquiries.

Number of inquiries to return per page (1–100). Optional. Example: 10. Maps to page[size] in the Persona API.

ID

Visible only when Operation is Get inquiry or Get account.

The unique Persona identifier to retrieve. Required for these operations.

• For Get inquiry: an inquiry ID starting with inq_ (e.g. inq_abc123).
• For Get account: an account ID starting with act_ (e.g. act_xyz789).

Persona API Key

Your Persona API key used for Bearer-token authentication. Required for every operation. Store it as a workflow secret and reference it with {{PERSONA_API_KEY}}. The value is never exposed in logs.

Inputs & Outputs

• Inputs:

  • operation (string) — Operation to perform (persona_list_inquiries, persona_get_inquiry, or persona_get_account)
  • apiKey (string) — Persona API key
  • status (string) — Inquiry status filter (list inquiries only)
  • limit (number) — Result limit (list inquiries only)
  • id (string) — Inquiry or account ID (get inquiry / get account only)

• Outputs:

  • data (json) — Result object or array from Persona. For list inquiries: an array of inquiry objects. For get inquiry/get account: a single object.
  • metadata (json) — Response metadata. For list inquiries: { count: number }. For get inquiry/get account: { id: string, type: string }.

Tools

Persona List Inquiries (persona_list_inquiries) — Calls GET https://api.withpersona.com/api/v1/inquiries to return a list of identity verification inquiries. Supports optional status filter and limit page size. Returns an array of inquiry objects in data and a count in metadata.

Persona Get Inquiry (persona_get_inquiry) — Calls GET https://api.withpersona.com/api/v1/inquiries/{id} to fetch a single inquiry by its inq_... ID. Returns the full inquiry object in data and the inquiry's id and resource type in metadata.

Persona Get Account (persona_get_account) — Calls GET https://api.withpersona.com/api/v1/accounts/{id} to fetch a single account by its act_... ID. Returns the full account object in data and the account's id and resource type in metadata.

YAML Example

persona_1:
  type: persona
  name: "Persona"
  inputs:
    operation: "persona_list_inquiries"
    apiKey: "{{PERSONA_API_KEY}}"
    status: "completed"
    limit: 25
  connections:
    outgoing:
      - target: next-block-id

To retrieve a specific inquiry instead, use the Get inquiry operation:

persona_1:
  type: persona
  name: "Persona"
  inputs:
    operation: "persona_get_inquiry"
    apiKey: "{{PERSONA_API_KEY}}"
    id: "{{trigger.inquiryId}}"
  connections:
    outgoing:
      - target: next-block-id