Configuring Moskit as a Source
In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Moskit option from the list of connectors. Click Next and you’ll be prompted to add your access.1. Add account access
You’ll need to authorize Nekt to access your Moskit data. Check Moskit documentation to discover where you can generate the API Key for the connection. The following configurations are available:- API Key: The key to authenticate against the API service. This token can be obtained from the Moskit CRM on Marketplace > Public API.
- Enable deal notes stream: (Default:
false) Enables thedeal_notesstream: the notes written on each deal, which are not the same as the notes and doneNotes columns of the activities stream. Moskit exposes no field recording when a note was written, so this stream cannot run incrementally and performs an additional API call for every deal that has notes, on every run. Enable only if necessary, since it significantly increases the extraction time. - Stage movements lookback days: (Default: 1) Advanced: number of days re-checked before the saved bookmark when selecting which deals the
deal_stage_movementsstream visits. Movements are deduplicated by primary key, so a wider window costs extraction time but never duplicates rows.
2. Select streams
Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis. You can select entire groups of streams or pick specific ones.Tip: The stream can be found more easily by typing its name.Select the streams and click Next.
3. Configure data streams
Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data) and the type of sync.- Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
- Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
- Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
- Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
- Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
- Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
4. Configure data source
Describe your data source for easy identification within your organization, not exceeding 140 characters. You can inform things like what data it brings, to which team it belongs, etc. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can define some additional settings:- Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
- Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.
5. Check your new source
You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.Streams and Fields
Available streams
The table below lists every stream, its slug (the exact identifier to pass when creating the source via API) and a short description. Streams marked optional are only discovered when the corresponding setting is enabled.Fields by stream
Below you’ll find the available data streams from Moskit and their corresponding fields:Activities
Activities
Stream for retrieving activities data.
Activity Types
Activity Types
Stream containing the different types of activities available in Moskit.
Companies
Companies
Stream for retrieving companies data.
Contacts
Contacts
Stream for retrieving contacts data.
Custom Fields
Custom Fields
Stream containing the custom fields configured in the Moskit workspace.
Custom Field Options
Custom Field Options
Stream containing the available options for dropdown or multiple-choice custom fields.
Deal Notes
Deal Notes
Stream containing the notes written against a deal. This stream is only available when “Enable deal notes stream” is turned on in the source configuration.
Deal Stage Movements
Deal Stage Movements
Stream containing the stage changes (movements) of a deal.
Deals
Deals
Stream for retrieving deals (opportunities) data.
Lost Reasons
Lost Reasons
Stream containing the reasons why a deal was marked as lost.
Pipelines
Pipelines
Stream containing the sales pipelines configured in Moskit.
Projects
Projects
Stream for retrieving projects data.
Proposals
Proposals
Stream containing business proposals sent to customers.
Stages
Stages
Stream containing the stages within pipelines.
Steps
Steps
Stream containing step configurations, typically linked to boards.
Teams
Teams
Stream containing organizational teams.
Users
Users
Stream containing the users registered in the Moskit workspace.
Skills for agents
Download Moskit skills file
Moskit connector documentation as plain markdown, for use in AI agent contexts.