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Documentation Index

Fetch the complete documentation index at: https://docs.platform.aiplanet.com/llms.txt

Use this file to discover all available pages before exploring further.

Many tools — like email, messaging, or CRM integrations — need access to one of your accounts on that service. A tool connection is that authorized link. This page walks through connecting one.

What a connection is

When you connect a tool, you authorize the platform to act on your behalf in that external service — for example, to send messages from your account or read data you have access to. The authorization is stored securely, and you can revoke it at any time.

Connecting an account

1

Find the integration

On the Tools page, locate the integration under Available Tools to Add and click Connect.
2

Sign in to the service

You’re taken to the external service’s own sign-in page. Log in with the account you want to connect.
3

Review and authorize

The service shows what access is being requested. Review it and approve.
4

Return to the platform

You’re brought back automatically. The tool now appears under My Tools with a connected status.
The tool connection screen
You sign in on the external service’s own page — the platform never sees your password for that service.

Using a connected tool

Once connected, attach the tool to an agent like any other. The agent uses your connection when it calls that tool during a run. See Configuring agents.

Managing connections

From the tool’s card under My Tools, you can Disconnect — this revokes the link to your account, and the tool stops working. If a connection expires or stops working, connect the integration again from Available Tools to Add to restore access.
Disconnecting a tool that’s attached to a deployed workflow will cause that workflow’s runs to fail when they try to use it. Check where a tool is used before disconnecting.

Next steps

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