Connect an integration

Integrations let agents read from and act in the apps your team already uses. Every connection is scoped, so agents only reach what you allow.

Connect an app

1. Open Integrations and search for the app.
2. Click Connect and sign in with OAuth. Agento never sees your password.
3. Choose the account or workspace to connect if you have more than one.

The app now appears under Connected, with a green health indicator.

Choose what agents can access

After connecting, open the app and set its scope:

• Records: for example, only deals in the New business pipeline.
• Actions: for example, read and create notes, but not delete.
• Agents: which agents may use this connection at all.

Access level	Typical use
Read only	Research, reporting, and answering questions
Read and draft	Drafting emails or replies for approval
Read and write	Updating records after a person approves

Use it in an agent

Open an agent, go to Tools, and add the actions it needs from this app. Any action you mark as approval required waits for a person.

Disconnect

Open the app and click Disconnect. Agents that use it pause and show a warning until you reconnect or remove the tool.

Tip: connect with a dedicated service account where your app supports it, so access doesn’t depend on one person’s login.