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update credentials docs (#2420)

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This commit is contained in:
Shuchang Zheng
2025-05-21 20:41:41 -07:00
committed by GitHub
parent fb41ff843e
commit 0b21f1accb
3 changed files with 16 additions and 27 deletions
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16
fern/credentials/bitwarden.mdx
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@@ -4,6 +4,7 @@ subtitle: How to integrate Bitwarden with Skyvern
slug: credentials/bitwarden
---
<Note>This feature is only available on our enterprise plan. Please reach out to sales@skyvern.com for more information</Note>
Skyvern can integrate with your Bitwarden account. Skyvern agent can read the credentials on the fly to complete tasks while keeping your credentials secure. Skyvern never stores your Bitwarden credentials or sends them to LLMs.
## How to integrate Bitwarden with Skyvern
@@ -19,21 +20,14 @@ Go to https://bitwarden.com/ and create an account. <Warning>💡 Make sure you
2. Make sure you have an organization created
<img src="../images/bitwarden/bitwarden_tutorial_create_organization.png" />
**Step 3: Go to Members and invite suchintan@skyvern.com**
1. Click on "Members" in the left pane
<img src="../images/bitwarden/bitwarden_tutorial_goto_members.png" />
2. Click on "Invite Member"
<img src="../images/bitwarden/bitwarden_tutorial_invite_member.png" />
3. Invite suchintan@skyvern.com
<img src="../images/bitwarden/bitwarden_tutorial_invite_skyvern.png" />
**Step 4: Create a collection you'd like to share with Skyvern (Skip if you already have a collection of items to share with Skyvern)**
**Step 3: Create a collection you'd like to share with Skyvern (Skip if you already have a collection of items to share with Skyvern)**
1. Click New > Create a collection
<img src="../images/bitwarden/bitwarden_tutorial_create_collection.png" />
2. Type in a name (helpful to put your name - Skyvern)
<img src="../images/bitwarden/bitwarden_tutorial_create_collection_name.png" />
3. Go to "Access" and add suchintan@skyvern.com
<img src="../images/bitwarden/bitwarden_tutorial_create_collection_access.png" />
**Step 4: Go to “Access” and follow the instructions provided by the enterprise support team**
Please contact sales@skyvern.com to set up the integration for this step.
**Step 5: Grab your collection id and go to Skyvern**
1. Click into the collection and inspect the url for a collection uuid

23
fern/credentials/totp.mdx
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@@ -5,11 +5,16 @@ slug: credentials/totp
---
Skyvern supports one-time password (see https://www.twilio.com/docs/glossary/totp for more information), also known as 2FA/MFA. For Skyvern to get the code, there are three options:
- [Option 1: Skyvern gets the code from your endpoint](#option-1-get-code-from-your-endpoint)
- [Option 2: You push the code to Skyvern](#option-2-push-code-to-skyvern)
- [Option 3: Store your 2FA/MFA secret in Skyvern's credential management tool](#option-3-store-your-2famfa-secret-in-the-skyvern-credential-tool)
- [Option 1: Store your 2FA/MFA secret in Skyvern Credential tool](#option-1-store-your-2famfa-secret-in-the-skyvern-credential-tool)
- [Option 2: Skyvern gets the code from your endpoint](#option-2-get-code-from-your-endpoint)
- [Option 3: You push the code to Skyvern](#option-3-push-code-to-skyvern)
## Option 1: Get Code From Your Endpoint
## Option 1: Store your 2FA/MFA secret in the Skyvern Credential tool
Save your username and password in [Skyvern Credential](https://app.skyvern.com/credentials) where you can also store your 2FA/MFA key/secret.
See [Password Management](/credentials/passwords#manage-passwords-in-skyvern-cloud) for more details.
## Option 2: Get Code From Your Endpoint
You can pass `totp_verification_url` when [creating a task](/running-tasks/api-spec#request-initiate-a-task). Inside this endpoint hosted by you, you have to conform to the following schema:
### Set Up Your TOTP Endpoint
@@ -44,7 +49,7 @@ def validate_skyvern_request_headers(request: Request) -> bool:
SKYVERN_API_KEY: this is the [api key](/running-tasks/introduction) specific to your organization
## Option 2: Push Code To Skyvern
## Option 3: Push Code To Skyvern
You can pass `totp_identifier` when [creating a task](/running-tasks/api-spec#request-initiate-a-task). When the TOTP code arrives at your inbox or as a text message, all you need to do is to send the email/message (Gmail + Zapier integration can be a good solution to set up email forwarding) to Skyvern's TOTP receiver endpoint. See the [TOTP API for more details](https://docs.skyvern.com/api-reference/api-reference/credentials/send-totp-code).
### Forwarding Your Email To Skyvern (Gmail + Zapier)
@@ -125,10 +130,4 @@ In Zapier: under the “Test” of the Webhooks action, send a request to test i
<p align="center">
<img src="../images/totp/test_end_to_end.png"/>
</p>
## Option 3: Store your 2FA/MFA secret in the Skyvern Credential tool
Save your username and password in [Skyvern Credential](https://app.skyvern.com/credentials) where you can also store your 2FA/MFA key/secret.
See [Password Management](/credentials/passwords#manage-passwords-in-skyvern-cloud) for more details.
</p>

4
fern/docs.yml
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@@ -76,10 +76,6 @@ navigation:
contents:
- page: Tasks API
path: running-tasks/api-spec.mdx
- api: Endpoints
paginated: true
snippets:
python: skyvern
- page: Webhooks FAQ
path: running-tasks/webhooks-faq.mdx
- page: Visualizing Results