How do I connect my CRM or calendar?

Add a connector under Integrations & Actions — managed connectors (Salesforce, HubSpot, Google/Cal calendars) are one click; custom APIs use OpenAPI or MCP.

Last updated June 20, 2026

Connectors let agents take action — look up accounts, create leads, book appointments.

Open Integrations & Actions.
Pick a managed connector or add your own OpenAPI/MCP endpoint.
Authorize and select which tools to enable.
Set risk tiers and confirmation rules, then attach tools to a Character.

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