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The Airtable Connector gives your Agents both read and write access to your Airtable bases and tables. Agents can query records, create new entries, and update existing ones directly during conversations — with granular permission controls so you decide what the Agent can do. Data is accessed in real time and never copied or stored in Cassidy.
For best results with complex Connector queries, use a powerful, reasoning-capable model. Cassidy supports models from OpenAI, Anthropic, and Google — see Choose the right AI model for current recommendations.

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Set up the Airtable Connector

1

Navigate to your Agent

Go to Agents and select the Agent you want to configure.
Agents page with list of available Agents
2

Open the Connectors section

Click the Setup tab and scroll to the Connectors section.
Agent Setup tab showing the Connectors section
3

Add the Airtable Connector

Click + Add Connector and select Airtable.
Connector picker with Airtable option
4

Choose a connection method

Select how users will authenticate:
  • Each user connects their own account (recommended) — each user signs in with their own Airtable credentials
  • Use a shared connection — all users access Airtable through one shared account
Connection method selection for Airtable
5

Set up the connection

If using a shared connection, click Set up shared connection and sign in to Airtable. Before granting access, you’ll need to click either Add all resources to grant access to all your bases, or Add a base to select only the specific bases you want the Agent to access.
Shared connection setup for Airtable
Airtable authorization and base selection
Optionally share the connection with other team members.
Connection sharing options for team members
Sharing permissions configuration
Shared connection configured and ready
6

Configure tool permissions

Set permissions for each action the Agent can perform:
  • Always Allow — The Agent performs the action automatically when needed
  • Needs Approval — The Agent asks the user for permission before taking the action
  • Disabled — The Agent cannot perform the action
You decide the permission level for each tool separately. For example, you might set Search records to Always Allow but Delete records to Disabled.
Tool permission settings for Airtable actions
Permission options: Always Allow, Needs Approval, Disabled
Airtable is a read/write Connector. Review permissions carefully — Always Allow lets the Agent create or modify records without asking first.
7

Enable the Connector

Click Add to enable the Connector for this Agent.
Add button to enable the Airtable Connector
8

Start a conversation

Navigate to Chat and select the Agent with the Airtable Connector enabled.If you chose Each user connects their own account, users are prompted to connect their Airtable account from within the chat the first time they use the Connector.
Chat with the Airtable-enabled Agent showing connection prompt
Once connected, your Agent can access Airtable data to answer questions about records, projects, campaigns, and other information stored in your bases — as well as create and update entries.
Agent responding with Airtable data in the conversation

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Monitor Airtable actions

When an Agent uses the Airtable Connector during a conversation, you can review what happened by expanding the Analyzed Sources dropdown and clicking any Airtable step.
Analyzed Sources dropdown showing Airtable actions taken during the conversation
Expanded Airtable action details showing the query and results
If an action lacks the required permissions, the step shows No output data.
Airtable action showing No output data due to missing permissions

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Data security

Airtable data is accessed in real time and is not copied or stored in Cassidy. The Agent only queries Airtable when needed to answer a question or complete a task.
The Airtable Connector requests access to read and write records in the bases you authorize. Cassidy does not access bases outside the ones you explicitly grant permission to.

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Next steps

Connectors overview

Learn about all available Agent Connectors and how they work.

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