Overview

Integrations allow agents to securely act in other systems: browse the web, manage files, send emails, update sheets, or call third‑party APIs. You connect accounts once, then select which agents can use them.

Providers and tools

• Providers represent external apps (e.g., Google, Slack, Notion).
• Tools are scoped capabilities exposed by a provider (e.g., Sheets: read/write, Drive: upload, Slides: export).
• You can enable tools per agent to keep access minimal and auditable.

Authentication

• OAuth (recommended): sign in to your account and grant specific scopes.
• API keys: paste keys or tokens; store them in a credential profile.
• Service accounts: upload JSON credentials for server‑to‑server access.

Credentials: profiles vs connected accounts

• Connected accounts are user‑authorized OAuth connections.
• Credential profiles are reusable secrets (API keys, service accounts) with a friendly name.
• Assign either to agents or playbooks when configuring tools.

Installing tools for an agent

1. Open the agent’s configuration.
2. Go to Integrations or Tools.
3. Select a provider and choose the tools you need.
4. Attach a connected account or credential profile.
5. Save and test with a sample task.

Security and least privilege

• Grant only the scopes required for a tool.
• Prefer per‑agent accounts for tighter auditing.
• Rotate API keys and revoke unused connections regularly.

Troubleshooting

• Re‑authenticate if you see 401/403 errors or expired tokens.
• Verify scopes cover the action the agent tries to perform.
• Check the run logs for the exact provider/tool call and response.