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Connectors let your Agents, Skills, and Workflow AI actions work with the tools your team already uses. Ask an Agent to look up a HubSpot contact, check your Google Calendar, query Snowflake, or update a Salesforce record, and it does it live, with your account and your permissions.

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How Connectors differ from other integrations

Cassidy has three types of integrations, each serving a different purpose: 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

Custom Connectors

Connect your own systems through MCP.

Cassidy Meetings

Search meeting transcripts, read AI summaries, and reference discussions with timestamped citations.

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.

Asana

Look up and manage tasks, projects, and subtasks in Asana.

BigQuery

Query your BigQuery data warehouse directly from a conversation.

Google Calendar

View, create, and update calendar events from a conversation.

Google Sheets

Read and write data in Google Sheets spreadsheets.

Monday.com

Read and manage items, boards, and updates in Monday.com.

ServiceNow

Search, create, and manage ServiceNow records and incidents.
For anything else, someone with the Manage Connectors privilege can add a Custom Connector for an internal system, database, or API.

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Add a Connector for yourself

Your personal Connectors are available across chats in the Cassidy web app.
1

Open Connectors

Click Customize in the sidebar, then select Connectors.
Connectors directory with installed apps and available Connectors
2

Browse available Connectors

Search for an app or browse the available categories.
Browse Connectors view showing your Connectors, custom Connectors, and built-in Connectors grouped by category with add buttons
3

Connect your account

Open a Connector and click Connect, then complete the app’s authorization flow.
4

Review action permissions

Open the Connector to choose which actions run without asking, ask you first, or stay disabled.
Personal Outlook Connector detail page showing action permissions grouped into categories like Read Emails and Send Emails
A Connector disabled by your organization still shows while browsing, but you can’t connect it. Ask an admin to enable it.

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Manage a personal Connector

Open Customize → Connectors, click Manage connectors, then select a Connector. Connectors that need you to sign in again show a warning badge in the directory so you can jump directly to the fix.
  • Reconnect when your sign-in expires.
  • Use the switch to turn the Connector off for yourself. Your connection and settings are kept.
  • Remove takes the Connector off your list. You can add it again later.
  • Change Action permissions to decide when Agents ask you before acting.
Personal Connectors list showing a healthy Connector, one that needs to be reconnected, and one that is disabled

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Connector suggestions in chat

When a Connector would help with your request, the Agent can suggest it in chat. Choose Add to connect the app and continue, or Not now to continue without it. The Agent may also suggest reconnecting or turning on a Connector you already have.
Suggestions appear only in the Cassidy web app. Admins can turn them off for the organization.
Chat response suggesting the Asana Connector with Not now and Add buttons

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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 list of built-in and Custom Connectors.
Add Connector modal in the Agent editor showing Active, Custom, and Built-in Connector sections
4

Choose a connection method

Choose whether each person connects their own account or everyone uses one shared account. See Connection methods below.
5

Set action permissions

For each action, choose Always allow, Ask every time, or Disabled. See Action approvals below.
6

Save and publish

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

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Connection methods

When you add a Connector to an Agent, choose how people sign in:
  • Each user connects their own account (recommended) — People sign in the first time the Agent needs the app. Each person sees only what they can already see in that app.
  • Shared connection — Everyone uses one saved account and its permissions. Workflows always use a shared connection, because nobody is signed in when a Workflow runs.

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Create a shared connection

Use a dedicated service account or shared mailbox when possible. During setup, you name the connection and choose who can use it.
Manage access dialog for a shared connection showing people, groups, and general access options
Don’t share an account you use for personal work. Changing or disconnecting a shared connection affects every Agent and Workflow that uses it.

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Action approvals

Each Connector action has one of three settings:
  • Always allow — The Agent runs the action without asking.
  • Ask every time — The Agent asks you first.
  • Disabled — The Agent can’t run the action.
Actions are grouped into Read, Write, and Other categories.
Review write actions carefully. Always allow lets the Agent change data in the connected app without asking first.
Your admin can require approval for some or all actions across the organization. You can add approvals on top of this, but can’t remove the ones your admin set. See Manage Connectors for your organization.

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Monitor Connector usage

When an Agent uses a Connector, expand the action in the response to see its input, result, and approval status. If an action is set to Ask every time, the chat pauses. You can allow it once, always allow it, or deny it. Always allow is unavailable when your admin requires approval for that action.

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Connectors in Workflows

Connectors aren’t limited to Agents — you can also add them directly to a Generate Text action in a Workflow. This lets the AI query live data from your business tools as part of an automated process, without needing a full Agent.
Connectors section on a Generate Text Workflow action with HubSpot added
To add a Connector, open the Generate Text action’s settings, expand the Connectors section, and click + Add Connector. In a Workflow, each action is either Always allow or Disabled — there is nobody to ask. If your admin requires approval for an action, the Workflow can’t run it.

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Manage Connectors as an admin

Admins control which Connectors and actions the organization can use, and when approval is required, without editing each Agent or person.

Manage Connectors for your organization

Configure organization-wide Connector access, action permissions, new-action policy, and approval requirements.

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Next steps

Learn about Agents

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

Explore Capabilities

Add built-in abilities like web search, image generation, artifacts, and browser use.

Browse all integrations

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

Build a Workflow

Create multi-step automations for repeatable processes.