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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.

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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.

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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

The connection screen — confirm you want to connect, then you're handed off to the service to sign in.

You sign in on the external service’s own page — the platform never sees your password for that service.

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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.

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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.

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Next steps

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