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Connectors let your Agents interact with external business tools in real time. Unlike Knowledge Base integrations that sync content into Cassidy for semantic search, Connectors query live data directly — nothing is copied or stored. Your Agent can look up a contact in HubSpot, run a Snowflake query, or update a Salesforce record, all within a conversation.

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How Connectors differ from other integrations

Cassidy has three types of integrations, each serving a different purpose:
TypePurposeData handling
ConnectorsAgents read and write live data in external tools during conversationsData is queried in real time — nothing is stored in Cassidy
Knowledge Base integrationsSync documents and content into Cassidy for AI-powered searchContent is imported and indexed for semantic search
Workflow integrationsTrigger repeatable automations and perform actions as steps in a WorkflowData flows through the Workflow at execution time
Connectors vs. Knowledge Base integrations — Knowledge Base integrations import and index content so your Agents can search it semantically. Connectors skip the import entirely and query the external system live, which means results are always up to date but limited to what the external API exposes. Connectors vs. Workflow integrations — Workflow integrations connect apps for repeatable, multi-step automations that run on a schedule or in response to a trigger. Connectors are for ad-hoc, real-time queries that happen naturally during a conversation with an Agent.

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Available Connectors

MCP Servers

Connect custom MCP servers to give Agents access to any external system through standardized tool interfaces.

HubSpot

Search and retrieve contacts, deals, companies, and tickets from your HubSpot CRM.

Salesforce

Read and write records, opportunities, accounts, and cases in Salesforce.

Airtable

Read and write records across your Airtable bases and tables.

Snowflake

Query your Snowflake data warehouse directly from a conversation.

BigQuery

Query your BigQuery data warehouse directly from a conversation.

ServiceNow

Search, create, and manage ServiceNow records and incidents.

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MCP (Model Context Protocol)

For systems that don’t have a native Connector, you can connect any external tool using MCP. Admins register MCP servers, scope access per user or group, and control permissions on every tool the server exposes. All actions are logged and data is accessed in real time, never stored.

Set up MCP

Register MCP servers and add them to your Agents.

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Connection methods

When you add a Connector, you choose how users authenticate with the external tool.
  • Per-user connection (recommended) — Each user connects their own account when they first interact with the Connector. The Connector respects that user’s individual permissions in the external tool, so everyone only sees data they’re authorized to access.
  • Shared connection — An admin connects a single account that all users go through. This gives the team centralized access to the same data without requiring individual sign-ins, but everyone shares the same permission level.
Per-user connections are the best choice for most teams. They ensure data access is scoped to each person’s role and permissions in the external tool.

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Permission controls

For Connectors that support both reading and writing data, you can control what the Agent is allowed to do. Configure each available action with one of three permission levels:
  • Always Allow — The Agent can perform the action without asking. Best for low-risk read operations.
  • Needs Approval — The Agent asks the user for approval before performing the action. Best for write operations where you want a human in the loop.
  • Disabled — The Agent cannot perform the action at all.
Review permission settings carefully for write-enabled Connectors like Salesforce and Airtable. Setting write actions to Needs Approval ensures a human reviews changes before they’re made in your external tool.

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Add a Connector to an Agent

1

Open the Agent editor

Go to Agents, find the Agent you want to configure, and click Edit.
2

Navigate to Connectors

In the Setup tab, scroll to the Connectors section and click + Add.
Connectors section in the Agent editor with the Add button highlighted
3

Select a Connector

Choose the Connector you want to enable from the dropdown.
Connectors dropdown showing available options like HubSpot, Salesforce, Airtable, and Snowflake
4

Configure authentication

Choose a connection method:
  • Per-user connection — Each user connects their own account.
  • Shared connection — An admin connects a shared account for the team.
5

Set action permissions

For each available action, choose one of:
  • Always Allow — The Agent can perform this action without asking.
  • Needs Approval — The Agent requests approval before performing the action.
  • Disabled — The Agent cannot perform this action.
6

Save and publish

Click Save or Publish to make the Connector available to users.

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Monitor Connector usage

When an Agent uses a Connector during a conversation, you can review what happened by expanding the Analyzed Sources section in the chat response. This shows the specific queries and actions the Agent performed, including any data it retrieved or modified. If an action is set to Needs Approval, you’ll see an approval prompt in the chat where you can accept or reject the action before it executes.

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Next steps

Learn about Agents

Understand how Agents use Connectors, Knowledge Base, and Capabilities together.

Explore Capabilities

Add built-in skills like web search, data analysis, and image generation.

Browse all integrations

See every app Cassidy connects to and the integration types available.

Build a Workflow

Create multi-step automations for repeatable processes.