> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Airtable Agent Connector

> Connect your Agent to Airtable to read and write records from your bases and tables.

The Airtable Connector gives your [Agents](/agents/overview) 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.

<Tip>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](/guides/choose-ai-model) for current recommendations.</Tip>

## Set up the Airtable Connector

<Steps>
  <Step title="Navigate to your Agent">
    Go to **Agents** and select the Agent you want to configure.

    <Frame>
      <img src="https://mintcdn.com/cassidy/mzDBRDD-FW3Bbqp4/images/integrations/airtable-tool-img-0.png?fit=max&auto=format&n=mzDBRDD-FW3Bbqp4&q=85&s=f079f985824bd04bab958c295528f79f" alt="Agents page with list of available Agents" width="728" height="504" data-path="images/integrations/airtable-tool-img-0.png" />
    </Frame>
  </Step>

  <Step title="Open the Connectors section">
    Click the **Setup** tab and scroll to the **Connectors** section.

    <Frame>
      <img src="https://mintcdn.com/cassidy/mzDBRDD-FW3Bbqp4/images/integrations/airtable-tool-img-1.png?fit=max&auto=format&n=mzDBRDD-FW3Bbqp4&q=85&s=41d16e71f03e234bc733bb07970aa85e" alt="Agent Setup tab showing the Connectors section" width="2832" height="802" data-path="images/integrations/airtable-tool-img-1.png" />
    </Frame>
  </Step>

  <Step title="Add the Airtable Connector">
    Click **+ Add Connector** and select **Airtable**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-2.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=388467b9e350fe0c53e31dae08508d67" alt="Connector picker with Airtable option" width="1970" height="1216" data-path="images/integrations/airtable-tool-img-2.png" />
    </Frame>
  </Step>

  <Step title="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

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-3.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=b6308d9558c8edc353de3c57767ccd7e" alt="Connection method selection for Airtable" width="1568" height="938" data-path="images/integrations/airtable-tool-img-3.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-4.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=d0df247849f52cd3abe8903599a714c3" alt="Shared connection setup for Airtable" width="1482" height="252" data-path="images/integrations/airtable-tool-img-4.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-5.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=095ef7521a42b7f51db72ea13fef2719" alt="Airtable authorization and base selection" width="1364" height="1906" data-path="images/integrations/airtable-tool-img-5.png" />
    </Frame>

    Optionally share the connection with other team members.

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-6.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=a2e435ac218ef63e53d5dfcf43ffbe75" alt="Connection sharing options for team members" width="1576" height="1468" data-path="images/integrations/airtable-tool-img-6.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-7.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=dd1bdc1c8b312d5b4aae473fa7338328" alt="Sharing permissions configuration" width="1646" height="540" data-path="images/integrations/airtable-tool-img-7.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-8.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=9cead935b60b071e88d451dbdb04d4de" alt="Shared connection configured and ready" width="980" height="876" data-path="images/integrations/airtable-tool-img-8.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-9.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=be3bd595b447da468b46eb40750be2bb" alt="Tool permission settings for Airtable actions" width="1578" height="2884" data-path="images/integrations/airtable-tool-img-9.png" />
    </Frame>

    <Warning>Airtable is a read/write Connector. Review permissions carefully — **Always Allow** lets the Agent create or modify records without asking first.</Warning>
  </Step>

  <Step title="Enable the Connector">
    Click **Add** to enable the Connector for this Agent.

    <Frame>
      <img src="https://mintcdn.com/cassidy/mzDBRDD-FW3Bbqp4/images/integrations/airtable-tool-img-11.png?fit=max&auto=format&n=mzDBRDD-FW3Bbqp4&q=85&s=372b05af2d878314edccd1a36d5b6334" alt="Add button to enable the Airtable Connector" width="1370" height="516" data-path="images/integrations/airtable-tool-img-11.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/mzDBRDD-FW3Bbqp4/images/integrations/airtable-tool-img-10.png?fit=max&auto=format&n=mzDBRDD-FW3Bbqp4&q=85&s=e467c688c85117fc396debcddade4b68" alt="Permission options: Always Allow, Needs Approval, Disabled" width="2386" height="716" data-path="images/integrations/airtable-tool-img-10.png" />
    </Frame>

    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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/mzDBRDD-FW3Bbqp4/images/integrations/airtable-tool-img-12.png?fit=max&auto=format&n=mzDBRDD-FW3Bbqp4&q=85&s=829ff409cb231032b1f9774fccf50f91" alt="Chat with the Airtable-enabled Agent showing connection prompt" width="2366" height="2358" data-path="images/integrations/airtable-tool-img-12.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-13.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=c680258dc03244ef5316ef5c00f87145" alt="Agent responding with Airtable data in the conversation" width="2188" height="230" data-path="images/integrations/airtable-tool-img-13.png" />
    </Frame>
  </Step>
</Steps>

## 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.

<Frame>
  <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-14.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=b931b9d986cc7d8ae85458b6114d7f54" alt="Analyzed Sources dropdown showing Airtable actions taken during the conversation" width="1396" height="2086" data-path="images/integrations/airtable-tool-img-14.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-15.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=8c7a771ae0c3fc220d65e389cbb5f7fa" alt="Expanded Airtable action details showing the query and results" width="2330" height="816" data-path="images/integrations/airtable-tool-img-15.png" />
</Frame>

If an action lacks the required permissions, the step shows **No output data**.

<Frame>
  <img src="https://mintcdn.com/cassidy/qKWfjzQ47rz14Mj6/images/integrations/airtable-tool-img-16.png?fit=max&auto=format&n=qKWfjzQ47rz14Mj6&q=85&s=a3c6042e8895c434506f4ae64102d5f2" alt="Airtable action showing No output data due to missing permissions" width="2332" height="1030" data-path="images/integrations/airtable-tool-img-16.png" />
</Frame>

## 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.

<Accordion title="OAuth scopes">
  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.
</Accordion>

## Next steps

<CardGroup cols={2}>
  <Card title="Connectors overview" icon="plug" href="/agents/connectors/overview">
    Learn about all available Agent Connectors and how they work.
  </Card>

  <Card title="Browse integrations" icon="grid-2" href="/integrations/overview">
    See every integration available in Cassidy.
  </Card>
</CardGroup>
