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Core concepts

Connectors

Connectors turn third-party systems into tools an agent can call. You connect a system once under Dashboard → Connections, then grant individual agents specific capabilities of it in the workflow editor.

How connectors work#

  • Connect once. OAuth connectors (Gmail, Google Sheets, Google Calendar, Outlook, Salesforce, DocuSign) use your own OAuth app — you register the callback URL shown on the setup page and paste in the client id and secret; the Google connectors share one Google Cloud app. Credential connectors (MySQL, PostgreSQL, Plaid, Twilio, HubSpot, Slack, HTTP API) take the keys directly; saving performs a real test call.
  • Grant per agent. Each agent in a crew lists the connectors it may use and which capabilities of each — e.g. gmail.read without gmail.send. A capability unlocks a small set of tools and appends strict usage guidance to the agent's prompt at run time.
  • Approval on writes. Capabilities marked sensitive send or write. When a workflow has approval required, the run pauses before any sensitive tool executes and shows the operator the exact arguments; they approve or reject from the dashboard or the API.
  • Encrypted, account-scoped. Tokens and credentials are encrypted with AES-256-GCM and only the connecting account's workflows can use them.
Via the API
Crew agents accept connectors (ids below) and capabilities (capability ids below) when you create a workflow — see Workflows. Connections themselves are made in the dashboard.

Built-in connectors#

Gmail gmail · Email · OAuth 2.0

Read and send email from the connected Gmail account.

gmail.readRead
Search the inbox and read messages.
gmail_list_messagesgmail_read_message
gmail.sendSendsensitive · approval-gated
Send an email from the connected account.
gmail_send_message

Salesforce salesforce · CRM · OAuth 2.0

Query and modify Salesforce records (leads, contacts, opportunities, …) via SOQL and the REST API.

salesforce.schemaInspect schema
List objects and describe their fields (read-only).
salesforce_describe_globalsalesforce_describe_object
salesforce.queryQuery
Read records with SOQL (read-only).
salesforce_query
salesforce.createCreatesensitive · approval-gated
Insert new records.
salesforce_create_record
salesforce.updateUpdatesensitive · approval-gated
Modify existing records.
salesforce_update_record

MySQL mysql · Database · credentials

Query and modify a MySQL database — inspect schema, run SQL, and write rows.

mysql.schemaInspect schema
List tables and describe their columns (read-only).
mysql_list_tablesmysql_describe_table
mysql.queryQuery
Read rows with SELECT (read-only).
mysql_query
mysql.writeWritesensitive · approval-gated
Insert, update, or delete rows.
mysql_execute

Plaid plaid · Banking data · credentials

Read a merchant's linked bank data for underwriting — accounts, live balances, transactions, owner identity, and a monthly cash-flow summary.

plaid.linkExchange Link token
Turn a public_token from Plaid Link into an access_token.
plaid_exchange_public_token
plaid.accountsAccounts, balances & identity
List linked accounts, fetch live balances, and read account-owner identity (read-only).
plaid_get_accountsplaid_get_balancesplaid_get_identity
plaid.transactionsTransactions & cash flow
Pull transaction history and a month-by-month deposit / withdrawal / NSF summary (read-only).
plaid_get_transactionsplaid_cash_flow_summary

Twilio SMS twilio · SMS · credentials

Send text messages to merchants and read their replies from your Twilio number.

twilio.readRead messages
List recent messages to or from a number and check delivery status (read-only).
twilio_list_messagestwilio_get_message
twilio.sendSend SMSsensitive · approval-gated
Send a text message from your Twilio number.
twilio_send_sms

HubSpot hubspot · CRM · credentials

Search, read, create, and update HubSpot contacts, companies, deals, and tickets, and log notes.

hubspot.schemaInspect properties
List an object's properties and picklist options (read-only).
hubspot_list_properties
hubspot.querySearch & read
Search records with filters and read individual records (read-only).
hubspot_searchhubspot_get_record
hubspot.createCreate & log notessensitive · approval-gated
Create contacts, companies, deals, or tickets, and attach notes.
hubspot_create_recordhubspot_create_note
hubspot.updateUpdatesensitive · approval-gated
Modify existing records.
hubspot_update_record

DocuSign docusign · E-signature · OAuth 2.0

Send funding agreements for e-signature from your DocuSign templates and track envelope status.

docusign.readTemplates & envelope status
List templates and check where an envelope is in signing (read-only).
docusign_list_templatesdocusign_get_envelopedocusign_list_envelopes
docusign.sendSend for signaturesensitive · approval-gated
Send an envelope from a template to named recipients.
docusign_send_from_template

Slack slack · Chat · credentials

Post digests, alerts, and approvals to Slack channels, and read recent channel history.

slack.readRead channels
List channels and read recent messages (read-only).
slack_list_channelsslack_read_channel
slack.postPost messagessensitive · approval-gated
Post a message to a channel or thread.
slack_post_message

Outlook (Microsoft 365) outlook · Email · OAuth 2.0

Read and send email from a Microsoft 365 / Outlook mailbox via Microsoft Graph.

outlook.readRead
Search the mailbox and read messages.
outlook_list_messagesoutlook_read_message
outlook.sendSendsensitive · approval-gated
Send an email from the connected mailbox.
outlook_send_message

Google Sheets google-sheets · Spreadsheet · OAuth 2.0

Read, append, and update rows in the Google Sheets your team already tracks deals and payments in.

sheets.readRead
List tabs and read cell ranges (read-only).
sheets_get_spreadsheetsheets_read_range
sheets.writeAppend & updatesensitive · approval-gated
Append rows or overwrite a range.
sheets_append_rowssheets_update_range

Google Calendar google-calendar · Calendar · OAuth 2.0

See upcoming events and availability, and schedule calls with merchants and brokers.

calendar.readRead
List events and check free/busy (read-only).
calendar_list_eventscalendar_free_busy
calendar.writeCreate eventssensitive · approval-gated
Schedule events and invite attendees.
calendar_create_event

PostgreSQL postgres · Database · credentials

Query and modify a PostgreSQL database — inspect schema, run SQL, and write rows.

postgres.schemaInspect schema
List tables and describe their columns (read-only).
postgres_list_tablespostgres_describe_table
postgres.queryQuery
Read rows with SELECT inside a read-only transaction.
postgres_query
postgres.writeWritesensitive · approval-gated
Insert, update, or delete rows.
postgres_execute

HTTP API (custom) http-api · HTTP API · credentials

Call any REST API you already have — your LOS, servicing platform, or internal service — with a saved base URL and auth header.

http.readGET requests
Read data from the API (GET only).
http_get
http.writeMutating requestssensitive · approval-gated
POST, PUT, PATCH, or DELETE with a JSON body.
http_request

Need another system?#

Connectors are small, self-contained modules and we add them based on demand. Tell us what you rely on via contact.