Persona Tools

The Persona tools let a workflow query Persona's identity verification API to list verification inquiries, fetch a single inquiry by ID, and fetch an account by ID. Use them when a workflow needs to read identity-verification (KYC) state — for example, branching on an inquiry's status or enriching a record with account data.

Overview

Operations

Configuration

persona_list_inquiries

List Persona identity verification inquiries. Calls GET https://api.withpersona.com/api/v1/inquiries. The status filter maps to filter[status] and limit maps to page[size].

persona_get_inquiry

Retrieve a single Persona inquiry by ID. Calls GET https://api.withpersona.com/api/v1/inquiries/{id}.

persona_get_account

Retrieve a single Persona account by ID. Calls GET https://api.withpersona.com/api/v1/accounts/{id}.

Outputs

persona_list_inquiries

• data (json) — Array of Persona inquiry objects.
• metadata (json) — List metadata.
  • metadata.count (number) — Number of inquiries returned.

persona_get_inquiry

• data (json) — The retrieved Persona inquiry object.
• metadata (json) — Inquiry identifiers.
  • metadata.id (string) — Inquiry ID.
  • metadata.type (string) — Resource type.

persona_get_account

• data (json) — The retrieved Persona account object.
• metadata (json) — Account identifiers.
  • metadata.id (string) — Account ID.
  • metadata.type (string) — Resource type.

YAML Example

persona_1:
  type: persona
  name: "Persona"
  inputs:
    operation: "persona_list_inquiries"
    status: "completed"
    limit: 10
    apiKey: "{{PERSONA_API_KEY}}"
  connections:
    outgoing:
      - target: next-block-id

To retrieve a single inquiry instead, set operation: "persona_get_inquiry" and pass an id (e.g. inq_...). To pull an account, use operation: "persona_get_account" with an id that starts with act_. You can chain operations by referencing an upstream output, for example id: "{{persona_1.metadata.id}}".

Tips

• Authentication uses a Persona API key sent as a Bearer token. Store it as an environment variable and reference it with {{PERSONA_API_KEY}} rather than hardcoding the secret.
• Every request is pinned to the Persona API version header Persona-Version: 2023-01-05; responses follow that schema.
• list_inquiries returns at most limit results per page (valid range 1-100). Use the status filter to narrow to a specific verification state such as completed before branching on results.
• Persona resource IDs are prefixed: inquiries start with inq_ and accounts start with act_. Passing the wrong prefix to get_inquiry/get_account will fail to resolve the object.